Summary of Contents for CompanionLink Software Linea 1
- Page 1 CompanionLink User's Guide © C 2001 OPYRIGHT OMPANION OFTWARE IGHTS ESERVED CompanionLink is a Trademark of CompanionLink Software, Inc. Other brands are trademarks of their respective holders.
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Page 2: License Agreement
License Agreement COPYRIGHT. CompanionLink and all products created by CompanionLink Software, Inc. (the Software) are owned by CompanionLink Software, Inc. and are protected by United States copyright laws and treaty provisions. By purchasing this software, you are agreeing to be bound by the terms of this license. -
Page 3: Table Of Contents
Getting Started ……………………...………………………………………………………………… Installation …………………………………...…………..………….………………………………….. Running CompanionLink …………………………………………………………………………….. Category Manager ……………………………………...….…………………………………………. CompanionLink Synchronize ……………………………………………………………………….. Special Note for WinCE/Pocket PC Devices..…………..…………………………………………. Index ………………………………………………………………….………………………………….. © Copyright 2000 by CompanionLink Software, Inc. All Rights Reserved. CompanionLink is a Trademark of CompanionLink Software, Inc. Other brands are trademarks of their respective holders. Table of Contents CompanionLink Software, Inc. - Page 4 Technical Support Technical support for all purchased products is available free of charge by calling our technical support department. CompanionLink Software, Inc. Hours: 7:00 a.m. to 4:00 p.m. Pacific Time, M-F Support: (541) 412-0300 Fax: (541) 412-0500 Email: support@companionlink.com Visit our Website: Online Step Guide: Online Knowledge Base: http://www.companionlink.com/knowledge.html CompanionLink Software, Inc.
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Page 5: Getting Started
ETTING TARTED Thank you for purchasing CompanionLink. CompanionLink is a new generation synchronization tool that moves contact, calendar, to-do and memo information from your contact manager to many types and brands of handheld organizers. UICK TART Install the software that is supplied with your handheld organizer onto your computer. - Page 6 OMPANION ORKS CompanionLink synchronizes your information between your contact manager and your handheld organizer. CompanionLink can transfer data from your contact manager to your handheld, from your handheld to your contact manager, or both. CompanionLink reads data directly from your Contact Manager and launches the synchronization process that performs the data transfer to and from the handheld.
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Page 7: Installation
NSTALLATION EFORE NSTALLING OMPANION Before installing CompanionLink, you must install the desktop software that came with your handheld device. For Palm OS devices, Palm Desktop must be installed. For VTech Helio, CellVic and OnHand, install the connection software that came with your handheld device. - Page 8 EST THE RGANIZER Before installing CompanionLink, you should test the synchronization system by entering a small amount of data and making sure it moves correctly to the handheld organizer. Open the desktop software that came with your handheld device. In the Calenar application, enter an appointment for 10:00 am.
- Page 9 OMPANION NSTALLATION Place the CompanionLink disk #1 in the floppy disk drive. From the Windows Start bar, select Start >> Run and type “A:/Setup”. Select OK and run the installation program. NOTE: C 95/98/ME/NT/2000/XP. C OMPANION INK SUPPORTS INDOWS OMPANION DOES NOT RUN UNDER INDOWS ACINTOSH OPERATING SYSTEMS...
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Page 10: Running Companionlink
UNNING OMPANION The CompanionLink icon can be found in the Start menu using Start >> Program Files >> CompanionLink. Double click on the icon to run the program. This button allows you set options for your handheld organizer, ETTINGS personal information manager, transfer method and other functions. Customize synchronization and select additional features. - Page 11 OMPANION ONFIGURATION To configure CompanionLink, select the “Settings” button from the main screen. ELECT YOUR RGANIZER Select your organizer from the list on the following page. The list on your program may differ from that shown in this manual, because you may have a special version of CompanionLink, or we may have added more hardware drivers to the list.
- Page 12 RGANIZER YPES III/V/VII CompanionLink supports ALL Palm OS devices, including the early Pilot 1000 and 5000 units. New Palm OS devices such as SmartPhones are also supported. You must have Palm Desktop 2.0/3.0/4.0+ installed in order for CompanionLink to synchronize correctly.
- Page 13 ESKTOP DDRESS OOK AND ALENDAR CompanionLink supports a variety of contact managers. In this initial configuration, you should select the one you use the most. This will become your Primary database for the purposes of CompanionLink configuration. The list in your program may differ from that shown in this manual, as you may have a special version of CompanionLink, or we may have added more software drivers to the list.
- Page 14 ONTACT ANAGERS ACT! CompanionLink supports versions 4.0/2000. Older versions do not have the required OLE interface library for CompanionLink. CompanionLink supports versions 4.0/5.0/5.5 – dbase ONLY. We expect to support SQL databases in the near future. CompanionLink supports versions 4.1/5.0/6.0 OTUS RGANIZER We expect to support Lotus Notes 5.0 and higher in the near future.
- Page 15 ELECT ONTACT Depending on your contact manager selection, you may be prompted to select a contact file (ACT!, Organizer) or a contact database (GoldMine). ELECT Depending on your contact manager selection, you may be prompted for the user name for your database.
- Page 16 ELECTING RANSFER This option moves data from your PC Contact Manager to the INFO handheld organizer. Data on the organizer will remain there. Data on TO THE HANDHELD your PC Contact Manager will not be modified in any way. This option moves data from the Handheld to the PC Contact ANDHELD Manager.
- Page 17 ATEGORY ANAGER FOR OMPANION If you are not using CompanionLink Professional, your category manager options are limited to the single contact manager that these versions support. You can use the Category Manager to exclude categories from synchronization, or to include them. You may not add categories or designate a category for a different contact manager or calendar application.
- Page 18 ATEGORY ANAGER FOR CompanionLink Professional contains a full-featured Category Manager that allows you to configure individual categories on the handheld with separate sets of data from different data sources on your PC computer. NOTE: Some organizers, notably Win CE via Schedule+, do not have category settings. While the Category Manager allows you to create categories for these organizers, data entered on the organizer will always be synchronized into the Primary PC contact manager, and not to any additional files specified using the Category Manager.
- Page 19 Highlight the handheld application, in this case the Windows CE PPLICATION Address Book and press Application Settings to set features for the ETTINGS Primary contact manager to use with synchronization. You can also highlight any category name, and press Application Settings to set that category to use a different data file or PC contact manager.
- Page 20 RIMARY VERSES DDITIONAL ATEGORIES There is an important distinction between the primary category and additional categories when it comes to synchronizing multiple data sources. The Primary category allows you to use a Category Field. This is a field in the database that names a category on the handheld.
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Page 21: Companionlink Synchronize
OMPANION YNCHRONIZE If you are using a Palm OS device, you will initiate synchronization via CompanionLink by pressing the HotSync button on the docking station. PC D PECIAL INDOWS OCKET EVICES CompanionLink supports synchronization for Windows CE/Pocket PC version 2.0 and higher. This support is implemented through the default synchronization services (ActiveSync) using Microsoft Outlook or Schedule+. - Page 22 ACT! ......Additional Categories ... Application Settings ... . Category Manager .
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- Page 24 Online Step Guide: http://www.companionlink.com/CL_SetupGuide.html Online Knowledge Base: http://www.companionlink.com/knowledge.html Support: (541) 412-0300 Voice: (541) 412-0400 Fax: (541) 412-0500 Email: support@companionlink.com Web: http://www.companionlink.com CompanionLink Software, Inc. P.O. Box 1660 / 340 Pacific Ave. Brookings, Oregon 97415...