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Sony PEG-NZ90 Intellisync Lite manual

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Table of contents for the manual

  • Page 1

    User Guide[...]

  • Page 2

    Intellisy nc Lite Page ii Copyright Notice No part of this publication may be reproduced, transmitted, transcribed, stored in a retr ieval system, o r tra nslated into a ny computer la nguage, i n any form or b y any m eans, with out the express w ritten perm ission of Pumatech , Inc. This computer program is protected by copyright law and internat[...]

  • Page 3

    Page iii Table of Contents C HAPTER 1: B EFORE Y OU B EGIN .................................................... 5 I NT RODUCTION TO I NTEL LISYNC L ITE ................................................ 5 Intellisy nc System Requirem ents................................................ 5 The Intellisync I cons.........................................[...]

  • Page 4

    Intellisy nc Lite Page iv Editing and Adding Virtual Fields in the Handheld ................. 39 C HAPTER 5: F REQUENTLY A SKED Q UESTIONS ............................. 41 G ENERAL ........................................................................................... 41 L OTUS O RGANI ZE R ......................................................[...]

  • Page 5

    Befo re Y ou B egin Page 5 Chapter 1: Before Y ou Begin Introduction to Intellisyn c Lite ntellisy nc Lite (Intellisy nc) software en ables you to sy nchronize you r P al m OS ® han dheld wi th a host of popular Window s applications. This means that if y ou want to m aintain the same data in y our handhel d and on y our desktop, th ere’s an eas[...]

  • Page 6

    Intellisy nc Lite Page 6 Windows 2000 Profes sional Edi tion • 133 MHz Pentiu m-com patible processor or hi ghe r • 30 MB available hard disk space • 64 MB RAM • VGA m onitor or bette r, 640 x 480 resolu tion • CD-ROM drive • One available USB or serial port • HotSync 3.0 installed System Requirements for Windows Me • 150-MHz Pen ti[...]

  • Page 7

    Befo re Y ou B egin Page 7 The Intellisync Icons These are the icons as they appear in the Intellisy nc Pr ogram Group: The Intellisync Configure icon accesses the Intellisy nc Configuration dialog—the m ain dialog used to configu r e Intellisy nc op erations. The Intellisync Help icon accesses the Intellisync Lite Online Help system . The Intell[...]

  • Page 8

    Intellisy nc Lite Page 8 The HotSync ® Manager In order to use Intellisy nc Lite, y ou must already have Palm Desk to p installed on your PC. Installing Palm Desktop installs HotSyn c man ager in the Startu p group on your PC. This application—wh ich runs in the background, and w hich is activated by pressing th e HotSync button on th e handheld[...]

  • Page 9

    Quick Start Page 9 Chapter 2: Quick S t art Using Intellisyn c: A Tutorial This tutorial is for users w ho w ant to start syn chronizing im mediately. For more complete inf o rmation on sy nchronization—including details on all the Intellisy nc settings and processes that affect syn chronization—refer to “The Intellisy nc Dialogs,” and “S[...]

  • Page 10

    Intellisy nc Lite Page 10 Follow these steps to configure and perform your first synchronizatio n: 1. Click on the Intellisync Configure shortcut, or the Intellisync Configure icon in th e Intellisy nc Lite program group. This displays the Intellisy nc Configuration dialog box. 2. In the Config uratio n dialog box, click on the h andheld applicatio[...]

  • Page 11

    Befo re Y ou B egin Page 11 3. In the Ch oose T ranslator dialog box, select the PC application y o u want to synchroni ze. I f you select Lotus Or ganizer , a Fil e Name box and Brow se button appear, use Brows e to select the f ile you want to synchro nize. Notes: • Check Apply to all applications to have the selected application and file (or f[...]

  • Page 12

    Intellisy nc Lite Page 12 Note the check box adj acent to the h andheld application n ame. By default, this check b ox is checked, indicating that the data is activated for syn chro nization. (If y ou clear this box, the application data is not synchroniz ed.) 6. To review or alter settings af fecting syn c hronization, select the Advanced button t[...]

  • Page 13

    Befo re Y ou B egin Page 13 10. If a Conf lict Resolution dialog box appears , resolve “data conflicts” (see note below ). When the operation is complete, y o ur handheld w ill disp lay th e message HotSync complete . If any errors are reported during th e operation, click the HotSync L og button on the handheld w hen the operation is finished.[...]

  • Page 14

    Intellisy nc Lite Page 14 Re-Running the Operation Now that you ha ve confi gured a synchroni zati on, r e-exec uting the operation is basically a one step operation. Simply p ress the HotSync button on the cradle (w ith the handheld in the cradle and th e cradle connected to your PC), an d synchroniz ation b egins. You’ll only need to access the[...]

  • Page 15

    The Intellisync Dialogs Page 15 Chapter 3: The Intellisync Dialogs The Configuration & Choose T ranslator Dialogs The Intellisyn c Configuratio n and Choos e Translator dialogs are w here y o u specify the handheld an d P C applications y ou wan t to synchroniz e. The Configuration Dialog To op en the Intellisy nc Configurat ion dialog, select [...]

  • Page 16

    Intellisy nc Lite Page 16 The Choose Translator Dialog Select a PC application. If y ou selected Lotus Organi zer, use the Browse button to select the data file. Apply to All Applications When enabled, y ou can check the A pply to all applications ch eck box at the bottom of the Choose Translator dialog box to configure all compatible handheld appl[...]

  • Page 17

    The Intellisync Dialogs Page 17 Now the PC application y ou selected appears next to the h ighlighted handheld application name, and the check box adjacent to the handheld application nam e is checked. In addition, a two-w ay arrow (for sy nchronization) appears betw een the han dheld and PC application names. Clearing a check box n ext to an appli[...]

  • Page 18

    Intellisy nc Lite Page 18 Refer to the “ Quick-Start” tu torial in Chapter 2 f or more specific instructions. Dialog Buttons The Config uration an d Choose Translator dialog s contain the following buttons: • Advanced: A ccesses the tabbed Adv anced Setting s dialog. Note that this button is only enabled when y ou have configured a handhe ld [...]

  • Page 19

    The Intellisync Dialogs Page 19 The Advanced Settings dialog box When y ou select the Ad vanced button in the Configuration dialog, the Advanced Settings dialog appears. This tabbed dial og cont ains on e or more of th e follow ing s ettin gs an d features. • Date Range: Determines the rang e o f Date Book items that are included in an operation.[...]

  • Page 20

    Intellisy nc Lite Page 20 The Date Range Tab The setting in this tab determ ines the rang e o f Date Book items th at will be inclu d ed in a syn chronization. Transfer Only Future Item s is the default Date Range settin g. • Transfer All Scheduled Items: Includes all dated items . • Transfer only Future Item s: Synchronizes f uture items. • [...]

  • Page 21

    The Intellisync Dialogs Page 21 The To Do List Tab The To Do List setting in this tab d etermin es w hich To Do items are pro cessed when you run a synchroni zatio n. Transfer Only P ending Items is th e d efault setting at in stallation. • If y o u accept Transfer Only Pending It em s , T o Do items mark ed “completed” are not sy nchr onize [...]

  • Page 22

    Intellisy nc Lite Page 22 The Conflict Resolution Tab When a data conflict occurs during a data transfer, and Intellisy nc can’t res olve it using the normal sy nchronization process, th e Co nflict Resolution setting selected in this tab is used to resolve it. At installation, Notify m e when conflicts occur is selected. This is the only settin [...]

  • Page 23

    The Intellisync Dialogs Page 23 The use of key fields in detecting data conflicts is premised on the follo wing: When ke y fields in a hand held reco rd match the ke y fields in a PC application record, oth er mapped f ields in the tw o records should als o m atch. For exam ple, if both of y our system s have an address record for Ron Smith , the v[...]

  • Page 24

    Intellisy nc Lite Page 24 • Other Applicatio n Wins: Uses PC data w hen conflicts occu r. Use this option wh en you’re confident th at your PC applicatio n contains th e most accurate inf ormation . The Conflict Resolution Dialog Box When “Notify” is the Conflict Resolution setting, a dialog is presented each tim e Intellisy nc needs help r[...]

  • Page 25

    The Intellisync Dialogs Page 25 • Update: Updates one or both records (as neces sary ) with the value o r val ues highlight ed in t he grid . Conflict Resolution Dialog Buttons The Conflict Resolution dialog box also co ntains the f o llowin g buttons: • OK: Initiates the chosen action and continues the operation. • Stop: T akes no action and[...]

  • Page 26

    Intellisy nc Lite Page 26 The F ield Mapping Dialog In order for data to be transf erred between you r handheld and y our PC application file, correspon ding fields in each application m ust be mapped to one another. Intellisy nc pro vides default fi eld mapping, which links equi valent fie lds in your two systems. But you can e dit mappin g to re-[...]

  • Page 27

    The Intellisync Dialogs Page 27 As y ou can see, the Field Mapping dialog lists handheld f ields on th e left, and PC f ields on the righ t. Two- way arrow s appear betw een fields that are “m apped , ” or linke d, fo r synchro nizati on. • To un-map m apped fields: Cli ck on the arr ow (or hi ghlight the PC applicati o n f ield nam e and dou[...]

  • Page 28

    Intellisy nc Lite Page 28 Field M apping Notes: • Before you edit field m ap ping, scroll up and down the field list to see the available f ields. They m ay n o t be organized as you’d expect. • If y o u chan ge field mappin g after data has been s ynchronized, th e next sy nchronization will be, in eff ect, a first run synchroniz ation. • [...]

  • Page 29

    Special Topics Page 29 Chapter 4: S pecial T opics This chapter is devoted to explaining in detail some aspects of Intellisync that have only been touched upon in pr evious chapters. Topics include: • Multi-U ser Support • Synchroniz ation and History Files • The Same Record Changed and Deleted dialog box • Remote Sy nchronization • Im po[...]

  • Page 30

    Intellisy nc Lite Page 30 Multi-User Support Intellisy nc can be used to sy nchronize m ultiple handhelds. A separate operation can be con figu red for each. How ever, before y ou can config ure an operation for a secon d (or third, etc. ) hand held, a Use r name for that ha ndheld must be ad ded to t he Palm ™ Desktop Software User list. In stru[...]

  • Page 31

    Special Topics Page 31 Notes on Multi- User Support: • You may be prompted to select a Us er nam e the very first time you ru n an Intellisy nc synchronization. • The handheld “ow ner nam e” is not the same as a Us er name. User nam es can onl y be def ined in Palm Desktop. • If m o re than one User nam e is defined in the Palm Desk top U[...]

  • Page 32

    Intellisy nc Lite Page 32 Synchronization and History Files During a sy nchronization, Intellisyn c co mpares records in y our handheld to records in your PC application, an d makes w hatever changes are necessary in each sy stem to ensu re that they both con tain the sam e inform atio n. If a record has been added to one s ys tem and not th e othe[...]

  • Page 33

    Special Topics Page 33 The Same Record Changed and Deleted Dialog If, during a sy nchronization, Intellisyn c d iscovers that a previously sy nchronized record has been changed in one sy stem an d delet ed in the other sin ce the last syn chronization, a special dialog is display ed. The Same Record C hanged and Deleted dialog alerts you to the del[...]

  • Page 34

    Intellisy nc Lite Page 34 Remote Synchronization Once y ou have conf igured a sy nchronization, Intellisy nc can syn chronize remotely , via modem. This topic outlines w hat must be done prio r to running a r emote synchro nizati on, and desc ribe s differen ces between rem ote and local operations. Consult your Palm OS ® handheld-compatible m anu[...]

  • Page 35

    Special Topics Page 35 Remote vs. Local Sy nchronization When y ou run a sy nchron ization locally , you are some times prompted for inform atio n. For exam ple, if the “Notify ” Conflict Resolution setting is selected, y ou may be p rompted to resolve data conflicts. Since interaction w ith Intellisync is n ot possible when y ou synchronize vi[...]

  • Page 36

    Intellisy nc Lite Page 36 Importing and Exporting Data In addition to synchronizin g y our handheld w ith P C applications, Intellisy nc can also perform imports and exports of data from on e system to the ot her. The same procedu res that are involved in con figuring an d performing a synchroniz atio n are use d for impor ting and expo rting. Tha [...]

  • Page 37

    Special Topics Page 37 Virtual Fields Sometimes the ha ndheld do es not ha ve field s cor resp ondi ng to importan t P C application f ields. For exam ple, a PC application's To Do records m ight have C ontact and C ompany fields w hich the handhe ld T o Do List re cor ds do not. To so lve this problem, Intellisy nc sometim es creates “virtu[...]

  • Page 38

    Intellisy nc Lite Page 38 Virtual Phone and Email Fields Virtual Phone an d Email f ields can be used to increas e the nu mber of phone n um bers and email address es that can be entered into h andheld Address r ecor ds. Unlike virtu al fields in the Date Book and To Do List applications, these virtu al fields are never ma pped by def ault. To use [...]

  • Page 39

    Special Topics Page 39 Editing and Adding Virtual Fields in the Handheld You c an bo th edit and add virtual field values in ha ndhel d rec ord s. B ut you m ust adhere to the followin g rules: • When adding virtual f ield names, use th e exact spelling and letter case used in the Field Mapping dialog. For exam ple, when adding a virt ual Alte rn[...]

  • Page 40

    [...]

  • Page 41

    Freq uently Asked Quest ions Page 41 Chapter 5: Frequently Asked Questions General I received the message “Wrong version of Window s,” but I am using a Windows application that is supported by Inte llisync. This message appears if Palm ™ Desk top is not already installed on your PC w hen you attem p t to install Intellisync Lite . To stop the[...]

  • Page 42

    Intellisy nc Lite Page 42 During synchroniz ation, I am losing t he connection between m y handheld and PC. If y our handheld and PC are hook ed up correctly, y o ur batteries are not run dow n, and the CO M port setting is accurate, try sy nchronizing with the P alm Desk top. If sy nchroni zing w ith Palm Desktop does w ork, you r problem m ay be [...]

  • Page 43

    Freq uently Asked Quest ions Page 43 5. This displ ays the Developer’ s Backdoor wi ndow . DL Server Wai t Forever is ON. Press OK . 6. Press the HotSync button on the cradle to start a syn chronization. Your handheld w ill remain in the “ wait-forever” m od e until the sy nchron ization is com pleted or canceled. (If a Cancel caus es your ha[...]

  • Page 44

    Intellisy nc Lite Page 44 Lotus Organizer When I try to synchronize my handheld with Lotus Organizer, I get the message “Unable to access d ata file; verify that the f ile is closed or not in use.” When syn chro nizing w ith Lotus Organi zer, the application can be running, b ut the fi le must be c losed . If t he file you a re synchro nizing i[...]

  • Page 45

    Appen dix Page 45 Appendix: Log Files For each han dheld application that is sy nchronized during an Intellisy nc operation, a “Log” f ile is created . Log files contain a detailed accountin g of w hat occurred durin g the s yn chronization. It is not normally necessary to read log files after a sy nchronization. How ever, if errors were report[...]

  • Page 46

    Intellisy nc Lite Page 46 The follow ing actio ns m ay be not ed: ADD: The record was added. DELETE: The record was deleted. FAIL RANGE: The item w as excluded f rom the operation. IGNORE: The record was ignored. REPLACE: The record was deleted and replaced w ith a record from the other system. SKIP: T he record w as skipped because th e data trans[...]

  • Page 47

    Glossary Page 47 Glossary Conflict Resolution A process (controlled by a setting in the Conflict Resolution tab of th e Advanced Setting s dialog) that is sometim es used by Intellisy nc to determine h ow to resolve data conflicts dur ing synchroniz ations. See Data Conflict , below. Data Conflict A data c onflic t occ urs when reco rds in b oth sy[...]

  • Page 48

    Intellisy nc Lite Page 48 Fie ld Mapping The linkage th at directs the comparison an d transfer of han dheld and PC d ata d uring synchro nizatio ns. Fiel d mappi ng is cont ained (and can be edited) in the Intellisyn c Field Mapping dialog. To access the Field Mapping dialog , select the Field Mapping button in the A dvanced Settings dialog. Histo[...]

  • Page 49

    Glossary Page 49 exam ple, in Address records, if Last Name an d First Nam e (key) values m atch, b ut Address values diff e r, this is a data conflict. See also Data Conflict. Mapped F ields Handheld and PC application fields that are linked f or synchron ization in the Intellisy nc Field Mapping dialog. Section A ty pe, or category , of data con [...]

  • Page 50

    [...]

  • Page 51

    Glossary Page 51 Index A Address records and La st Nam e f ields, 27 Adv anced button, 19 Adv anced Se ttings dialog box , 21 Conflict Re solution tab, 24 Date R ange tab, 22 To Do Lis t ta b, 23 C Cance l button, 20 Choose B utton, 12 Choose T ranslator dia log box, 13, 18 and Palm Desk top, 20 Comple ted To D o Item s, 23 Config uration Dialog, 1[...]

  • Page 52

    Intellisy nc Lite Page 52 import a nd export operations , 38 installing the sof tware, 6 uninstalling, 8 Intellisy n c dialog box buttons, 20 Intellisy n c dialog boxes Adv anced Se ttings, 21 Choose T ranslator , 18 Intellisy nc P rogram Group, 7 Intellisy nc Support Tool, 8 K key field, 51 key fields , 25 L log file s, 47 locating and vie wing, 4[...]

  • Page 53

    Index Page 53 W Wrong version of Windows e rror message Palm De sktop not installed, 43[...]