you can synchronize your data either directly or indirectly. direct methods include connecting your handheld to the hotsync cradle/cable attached to your computer, or using infrared communications. an indirect method is using a modem. see chapter 5 for information about performing hotsync operations via a modem or ir port.
performing a hotsync operation for the first time: windows
the first time you synchronize your data, you need to enter user information in your palm desktop software. after you enter this information and synchronize, the hotsync manager recognizes your handheld and doesn't ask for this information again.
if you are a system administrator preparing several handhelds for a group of users, you may want to create a user profile. see "creating a user profile" in chapter 5 before performing the following steps.
you must perform your first hotsync operation with a local, direct serial connection.
the following steps assume that you have already installed the palm desktop software. if you have not installed this software, see "installing palm desktop software" in chapter 1 for instructions.
to perform a local hotsync operation on a windows computer:
1. connect your handheld to the hotsync cradle/cable.
2. if the hotsync manager is not running, start it: on the windows desktop, click start, and then choose programs. navigate to the palm desktop software program group and choose hotsync manager. alternatively, you can start the palm desktop software which automatically opens the hotsync manager.
3. press the hotsync button
↑tm on the cradle/cable.
the first time you perform a hotsync operation, the users dialog box appears. you must select the name you entered when you installed palm desktop software and click ok. every handheld should have a unique name. to prevent loss of a user's records, never try to synchronize more than one handheld to the same user name.
the hotsync progress dialog box appears and synchronization begins.
4. wait for a message on your handheld indicating that the process is complete.
after the hotsync process is complete, you can remove your handheld from the hotsync cradle/cable.
performing a hotsync operation for the first time: macintosh
when you installed palm desktop software, you entered a user name. this user name is the connection between your handheld and your macintosh.
the first time you perform a hotsync operation the palm desktop software:
■ adds a user name to your handheld.
■ creates a folder for the user name in the users folder inside the palm folder. for example, if you entered jane garcia as your user name, a folder called jane garcia is created in the users folder.
■ creates a file named user data in your user name folder.
user names appear in the user pop-up on the right side of the toolbar. you can change users by selecting a new name in the pop-up menu.
each subsequent time you perform a hotsync operation, hotsync manager reads the user name from your handheld and synchronizes the data in the folder of the same name.
be sure you select the correct user name from the user popup before entering data on palm desktop or performing a hotsync operation.
if you are a system administrator preparing several handhelds for a group of users, you may want to create a user profile. see "creating a user profile" in chapter 5 before performing the following steps.
you must perform your first hotsync operation with a local, direct serial connection.
the following steps assume that you have already installed the palm desktop software. if you have not installed this software, see "installing palm desktop software" in chapter 1 for instructions.
to perform a local hotsync operation on a macintosh:
1. connect your handheld to the hotsync cradle/cable.
2. make sure hotsync manager is enabled: double-click the hotsync manager icon in the palm folder. click the hotsync controls tab and make sure the enabled option is selected.
3. press the hotsync button
on the cradle/cable.
the hotsync progress dialog box appears followed by the select user dialog box.
4. in the select user dialog box, select the user name you entered when you installed the palm desktop software, and click ok.
the hotsync progress dialog box reappears and synchronization begins.
5. wait for a message on your handheld indicating that the process is complete.
after the hotsync process is complete, you can remove your handheld from the hotsync cradle/cable.