C
ONNECTIVITY
SOFTWARE
USER’S GUIDE
®
License Agreement
READ THIS LICENSE AGREEMENT BEFORE USING THE SIDEKICK CONNECTIVITY SOFTWARE KIT
YOUR USE OF THE SIDEKICK CONNECTIVITY SOFTWARE KIT DEEMS THAT
YOU ACCEPT THE TERMS OF THIS LICENSE. IF YOU DO NOT AGREE WITH
THESE TERMS, YOU MAY RETURN THIS PACKAGE WITH PURCHASE RECEIPT TO THE DEALER FROM WHICH YOU PURCHASED THE SIDEKICK
CONNECTIVITY SOFTWARE KIT AND YOUR PURCHASE PRICE WILL BE REFUNDED. SIDEKICK CONNECTIVITY SOFTWARE KIT means the software
product, hardware, and documentation found in this package and FRANKLIN
means Franklin Electronic Publishers, Inc.
LIMITED USE LICENSE
All rights in the SIDEKICK CONNECTIVITY SOFTWARE KIT remain the property of
FRANKLIN. Through your purchase, FRANKLIN grants you a personal and nonexclusive license to use the SIDEKICK CONNECTIVITY SOFTWARE KIT. You may
not make any copies of the SIDEKICK CONNECTIVITY SOFTWARE KIT or of the
preprogrammed data stored therein, whether in electronic or print format. Such
copying would be in violation of applicable copyright laws. Further , you may not modify,
adapt, disassemble, decompile, translate, create derivative works of, or in any way
reverse engineer the SIDEKICK CONNECTIVITY SOFTWARE KIT . Y ou may not export or reexport, directly or indirectly, the SIDEKICK CONNECTIVITY SOFTW ARE
KIT without compliance with appropriate governmental regulations. The SIDEKICK
CONNECTIVITY SOFTWARE KIT contains Franklin’s confidential and propriety information which you agree to take adequate steps to protect from unauthorized disclosure or use. This license is effective until terminated. This license terminates
immediately without notice from FRANKLIN if you fail to comply with any provision
of this license.
1
Contents
Welcome to the Sidekick Connectivity
software. This software will help you
exchange information between your
PC Sidekick and handheld Sidekick
quickly and easily .
This connectivity software is for use
with handheld BOOKMAN Sidekick
organizers and Rolodex
handheld Sidekick organizers.
®
Electronics
Note: this software was originally created for use with handheld BOOKMAN Sidekick organizers, so
whenever the term BOOKMAN Sidekick or BOOKMAN appears on the
screen, it refers to both handheld
BOOKMAN Sidekick organizers and
Rolodex Electronics handheld Sidekick
organizers.
Introduction and Getting Started....................................... 3
Connecting the Serial Cable ............................................. 4
Installing the Connectivity Software .................................. 5
Starting the Connectivity Software ................................... 6
T esting Your Connection .................................................. 7
Linking Files.................................................................... 8
Merging All Linked Files..................................................12
Advanced T ransfers and Merging ....................................15
Recovering Files .............................................................19
Backing Up and Restoring Files .......................................20
Solutions to Common Problems.......................................21
Your Notes .....................................................................24
Copyrights and Patents ...................................................25
Limited Warranty (U.S. only) ............................................26
Index .............................................................................27
2
Getting StartedIntroduction
The Sidekick® Connectivity software
is a powerful tool for sending information between your handheld Sidekick organizer and your computer .
Before you can send information,
you must first link the files that you
want to either transfer or merge.
The simplest and quickest way to
combine all your linked handheld
Sidekick and PC Sidekick files is to
use the Merge All option. T o perform
more complex transfers or merges of
individual pairs of linked files, use the
Advanced T ransfer option.
If you make a mistake when merging or transferring files, you can
easily recover your most recently
merging or transferring PC Sidekick
files. In addition, for storage and
safety, you can back up and r estore
all the files from your handheld
Sidekick to your computer , even if
you do not have PC Sidekick.
System Requirements
To use the Sidekick Connectivity software you need the following:
• The Sidekick Connectivity kit, which includes the following: The Sidekick PCconnect serial cable and the Sidekick
Connectivity software. (This is packaged with certain handheld Sidekick organizers and available only through
Franklin Electronic Publishers, Inc.)
• An IBM PC Compatible, 386 processor or higher .
• Microsoft Windows version 3.1 or
later , or Windows 95.
• Minimum of 2 MB RAM.
• Minimum of 2 MB hard disk space.
• One available communications
(COM) port on your computer .
• One 3.5” high density floppy disk drive.
System Recommendations
It is recommended that you have the
following:
• PC version of Sidekick 2.0, Sidekick
95, Internet Sidekick, or Sidekick 97.
• Minimum of 4 MB of RAM.
3
Getting Started
Connecting the Serial Cable
If you have questions about any version of PC Sidekick, read its User’s
Guide or call Starfish Software. For installation or initial configuration questions, call 1 (970) 522-4610. For all
other questions, call 1 (800) 953-9995.
Or visit the Starfish Software web site
http://www.starfishsoftware.com
at
To obtain or inquire about the Sidekick
Connectivity kit or the latest version of
the connectivity software, you can call
1-800-266-5626 or visit our web site at
http://www.franklin.com
➤
Using This Software Without
PC Sidekick
If you do not have a copy of PC
Sidekick (Sidekick 2.0, Sidekick 95,
Internet Sidekick, or Sidekick 97),
do not worry . As long as you have a
computer which has Windows version 3.1 or later , or Windows 95,
you will still be able to use this software to back up your handheld
Sidekick organizers files on your
computer. To learn how, read
“Backing up and Restoring Files.”
.
.
Before you can start using the Sidekick Connectivity software, you must
first connect the Sidekick PC-connect
serial cable between your handheld
Sidekick organizer and your computer.
Warning! Using a different serial cable
may damage your handheld Sidekick
files, as well as your handheld Sidekick
organizer itself or your computer.
1. T urn of f your computer.
2. Locate a free COM port on the
back of your computer .
To lear n how, read the user manual
for your computer .
Caution: Even though you can
plug the serial cable into a COM
port, it may not be available for use.
Certain internal devices may “invisibly” using the port. For more information, read “Solutions to
Common Problems.”
3. Insert the 9-pin plug into the
COM port.
Note which port you used (for example, COM1).
4
Connecting the Serial Cable
Installing the
Connectivity Software
4. Turn on your computer.
5. Turn off your handheld Sidekick.
6. Firmly insert the 3.5 mm plug
completely into the serial port
on the right side of your handheld Sidekick and turn it on.
serial port
Caution: Make sure the serial
cable plug is pushed all the way into
the serial port on your handheld
Sidekick organizer. If the cable is
only partially installed, you will not be
able to send files between your
handheld Sidekick and the computer.
To disconnect your handheld Sidekick, it is recommended that you remove the 3.5 mm plug from your
handheld Sidekick and leave the 9pin plug inserted in the COM port.
Here is how to install the connectivity
software for Windows version 3.1 or
later, or Windows 95. This section assumes a basic understanding of the
Windows environment.
Note: If you upgrade your version of PC
Sidekick at a later date, you must reinstall the connectivity software and select
the appropriate version of PC Sidekick.
Caution: After you have installed the
connectivity software, you will be
prompted to reboot Windows.
1. Insert the Sidekick Connectivity
software disk into a floppy disk
drive.
2. If you are using Windows 3.1 or
later, select Run from the File
menu in the Program Manager.
If you are using Windows 95,
select Run from the Start menu.
3. Type a:\setup and then click OK
(with a:\ being the letter of your
3.5” floppy drive).
4. At the installation screen, click OK.
5. Select the version of PC Sidekick
that is installed on your com-
5
Installing the
Connectivity Software
Starting the
Connectivity Software
puter and then click OK.
Note: If you are using Windows 95,
you are not necessarily using Sidekick
95. Make sure that the correct version
of the connectivity software is installed.
If you do not have a version of PC
Sidekick installed on your computer,
Sidekick not installed on PC
select
This will allow you to only backup
and restore your files.
6. Type the destination drive and
directory and then click OK.
Or just click OK to select the default directory,
7. Click OK.
8. Click Y es to r eboot Windows.
If you do not click
stallation and startup files will not be
activated until you reboot Windows.
➤
About Connectivity Help
You can view a help message at virtually any window in the connectivity software by clicking
Use the scroll bars to read the help
message. To exit help, click
C:/BOOKSDK
Yes
, certain in-
Help
on your computer.
Close
.
Once you have connected the serial
cable and installed the Sidekick Connectivity software on your computer ,
you can start using it.
1. On your computer , start the
Sidekick Connectivity software.
If you are using Windows 3.1,
.
double-click the Sidekick Connectivity icon in the BOOKMAN window.
If you are using Windows 95, select
Programs/Bookman/BOOKMAN
Sidekick Connectivity
Start menu or double-click the Sidekick Connectivity icon in the
BOOKMAN window.
Note: If you close the BOOKMAN
window in Windows 95, you can
find it again in
C:\Windows\Start
Menu\Programs\BOOKMAN
2. When the Sidekick Connectivity
main window appears, click the
COM port pull-down menu to
match the COM port to which
you connected the serial cable.
.
6
from the
.
Starting the Connectivity Software
Testing Your Connection
If you forget which communications
port you are using, you can find it
Test
by clicking
“T esting Your Connection.”
3. On your handheld Sidekick, press
MENU, highlight PC Connect on
the Setup menu, and then press
ENTER.
The handheld Sidekick remains in
this state until you start linking,
transferring, or merging.
4. You now can test the connection.
➤
Shutoff During Connection
If your handheld Sidekick automatically shuts off while connected to
your computer, do not worry. Simply
turn your handheld Sidekick back on
and then select
the Setup menu to reconnect.
. T o lear n how read
PC Connect
from
You should test the connection when
you first connect or reconnect your
handheld Sidekick to your computer
for the first time, whenever you disconnect the serial cable, or if you forget
which COM port you are using.
Note: When you test the connection, you
do not need to select a COM port on the
Sidekick Connectivity main window.
1. At the main window of the
Sidekick Connectivity software,
click T est.
2. Click Start.
If the Status box says that your handheld Sidekick is not detected on any
communications port, make sure that
the serial cable is fully inserted in the
serial port and that you have selected
PC Connect
your handheld Sidekick. Then, test
your connection until it works. For
more help, read “Troubleshooting.”
3. Click OK when finished.
4. Make sure the selected COM
port matches the port found by
the test.
from the Setup menu of
7
Linking Files
Linking Files
Before you can merge or transfer files,
you must first link them in pairs. When
you link a pair of files, you create a
connection between a handheld Sidekick file and a PC Sidekick file. Note:
You need to link only the files that you
want to merge or transfer .
You can link files in thr ee ways:
• Link an existing handheld Sidekick
file to an existing PC Sidekick file.
• Link an existing PC Sidekick file to a
new handheld Sidekick file.
• Link an existing handheld Sidekick
file to a new PC Sidekick file. This
can only be done with cardfiles.
New files, regardless of database type,
will not be created on either the handheld
Sidekick or the PC Sidekick until a merge
or a transfer takes place. Any new Sidekick files that have not yet been created
will be double-bracketed (<<sample>>).
Cancel
If you click
double-bracketed files will be removed.
Caution: If your handheld Sidekick
and your computer are not properly
at any time, all
connected, you will not be able to link
files. Read “T esting Your Connection”
for more information.
To Link Cardfiles
1. On the Sidekick Connectivity
main window, click Link.
The Link Databases window appears.
You can exit this window by clicking
Cancel
. This will remove all links which
were selected since you clicked
2. Click the Database Type
pull-down menu to select Cards,
if needed.
8
Link
.
Linking Files Linking Files
3. Do one of the following:
• Click to highlight a handheld
Sidekick cardfile to link to a PC
Link
Link
to cre-
.
Sidekick cardfile. Then click
to PC File
• Click
ate a new handheld Sidekick cardfile to link to an existing PC
Sidekick cardfile. Then type the
name of the new handheld Sidekick cardfile and click
4. Select a directory, if needed, and
then click a PC Sidekick file to
highlight it.
Or type the name of a new PC
Sidekick cardfile that will be linked
to an existing handheld Sidekick
cardfile. Note: You cannot link a
new handheld Sidekick cardfile to a
new PC Sidekick cardfile.
Note: You do not need to type a file
extension, it will be added
automatically. Only the file name,
and not the file extension, will be visible on the Link Databases window.
5. Click OK or Open.
.
New BOOKMAN File
The pair of linked files now appear
side-by-side.
6. Link more files, or click OK again
to return to the main window.
To Link Calendars or Notes
1. On the main window, click Link.
2. Click the Database Type pulldown menu to select either
Calendar or Notes.
3. Click to highlight either Calendar
or Notes in the BOOKMAN
Sidekick column.
4. Click Link to PC File.
5. Select a directory, if needed, and
then click a PC Sidekick file to
highlight it.
Or type the name of the new PC
Sidekick calendar or notes file that
will be linked to the existing handheld Sidekick Calendar or Notes.
6. Click OK.
7. Link more files, or click OK again
to return to the main window.
9
Linking Files Linking Files
To Link Expenses
Expenses files are not available in Sidekick 2.0. If you are using Sidekick 2.0, you
will not be able to link your expenses files.
1. On the main window, click Link.
2. Click the Databases Type pulldown menu to select Expenses.
3. Click to highlight Expenses in the
BOOKMAN Sidekick column.
4. Click Link to PC File.
5. Select a directory, if needed, and
then click a PC Sidekick file to
highlight it.
Or type the name of the new PC Sidekick expenses file that will be linked to
the handheld Sidekick Expenses.
6. Click OK.
If you are using Internet Sidekick or
Sidekick 97, you must then select
an Expenses folder to link to your
handheld Sidekick Expenses. Read
“Linking Expenses Folders” for
more information.
7. Link more files, or click OK again
to return to the main window.
➤
Linking Expenses Folders
In Sidekick 97 and Internet Sidekick
you can divide Expenses into individual folders similar to how you
divide notes into Note Folders.
When you link the handheld Sidekick Expenses file to a PC Sidekick
Expenses file, you must select an
Expenses folder to link to as well.
You can either click to highlight one
of the existing folders or click
to create a new Expenses folder.
10
New
Linking Files Linking Files
You can do one of the following:
• Click to highlight one of the existing
folders and then click
• Click
New
penses folder , type the name of the
new folder and click
Note: If you create a new PC Sidekick Expenses File to link to, you
must create an Expenses folder
within that file.
➤
Maintaining and Removing
Links
You do not need to r elink your files
every time you use the connectivity
software. Even if you turn off your
computer, your linked files remain
linked until you unlink them, or until
at least one of the linked files is deleted or renamed.
To unlink a pair of linked files, first
click
bases dialog box. Then click a pair
of linked files, click
click
to create a new Ex-
Link
to go to the Link Data-
OK
.
OK
OK
Unlink
to select it.
.
, and then
➤
Updating Your Links
If you add, delete or rename the
cardfiles on your handheld Sidekick
while using the connectivity software, and these changes do not appear on the Link Databases dialog
box, you should update your links.
Return to the main window, select
Update Links
This automatically checks your handheld Sidekick for any change to the
handheld Sidekick cardfiles and then
automatically updates your links.
➤
Linking Multiple Handheld
Sidekick Cardfiles
You can link a single PC Sidekick
cardfile to multiple handheld Sidekick cardfiles.
However , if you link a PC Sidekick
cardfile to more than one handheld
Sidekick cardfile and then click
Merge All
kick cardfiles merge in the order
that they appear in the Link Databases dialog box.
from the File menu.
, the linked handheld Side-
11
Merging All Linked Files
Merging All Linked Files
Once you have linked files, the simplest way to combine your handheld
Sidekick and PC Sidekick files is to
merge all your linked files.
Merging all your linked files saves all
their nonidentical entries on both your
handheld Sidekick and your PC Sidekick. Identical entries in your linked files
remain unchanged. The result is linked
files that are identical on both your
handheld Sidekick and PC Sidekick.
Caution: Before you transfer or merge
files from your computer to your handheld
Sidekick, you may want to check the
memory gauge on your handheld Sidekick to make sure that it has enough
➤
More Information About Merging Entries
If: T wo entries are found in which all
the field information matches,
If: T wo entries are found with
matching index field information,
but with different non-index fields,
If: T wo entries are found in which one
or more index fields do not match,
memory available to hold the new files.
Caution: When you merge files, the previ-
ously existing linked files on your handheld
Sidekick and computer will be overwritten.
Note: To r ecover the PC Sidekick files
that you most recently merged, read
“Recovering Files.”
Note: Before you merge notes or cardfiles, you may want to read “T ransferring
and Merging Cardfiles” and “T ransferring
and Merging Notefiles.”
1. On the Sidekick Connectivity
Then: One entry will appear in both
➔
Then: You must decide which entry to
➔
Then: Both entries will appear in both
➔
12
main window, click Merge All.
Note: Before you merge all your
files, you must first link them. To
learn how, read “Linking Files.”
files.
save in both files. T o learn how,
read “Understanding Duplicate
Records.”
files.
Merging All Linked Files
Merging All Linked Files
If you are currently running PC
Sidekick, it will automatically quit
when you transfer or merge.
It is also possible to merge an existing
file, either a PC Sidekick or handheld
Sidekick file, to a newly created file.
2. If you are overwriting data to
your handheld Sidekick, click OK.
3. If duplicate records are found,
select one of the three options
and then click OK.
To lear n more, read “Understanding
Duplicate Records.”
4. If the Merge Options dialog box
appears, click one of the four
buttons.
The Merge Options dialog box appears only if you are merging two
cardfiles that have one or more
nonidentical field names. Here is
what the buttons do:
Use PC Only
•
names from the PC Sidekick file.
•
Use BOOKMAN Only
the field names from the handheld
Sidekick file.
•
Use All Fields
unique field names from both the
PC Sidekick file and the handheld
Sidekick file.
Cancel
•
merging.
5. If you are merging Calendars,
the Date Range dialog box will
appear. If needed, change the
start and end dates and then
click OK.
Or click
entries from both Calendars.
Warning! If you select a date
range, all the entries on your handheld Sidekick outside the selected
copies all the field
copies all
copies all the
stops these two files from
Ignore
to merge all of the
13
range will be permanently erased. To
learn more about merging Calendars, read “Transferring and Merging Calendars.”
6. When the main window appears, your files are merged.
To learn more about merging a specific database type, (i.e., Cards,
Calendars, Notes or Expenses)
read “Advanced Transfers and
Merging.”
➤
Understanding Duplicate
Records
Each handheld Sidekick entry , or
record, has up to three index fields.
Index fields contain the information
that is displayed in menu items on
your handheld Sidekick. Index fields
are also used for sorting entries and
files on your PC Sidekick.
The Duplicate Record Assignment
dialog box appears whenever you
try to merge two entries that have
identical information in their index
fields, but have different information
in their other fields.
Merging All Linked FilesMerging All Linked Files
When the Duplicate Record dialog
box appears you must choose one
of these options:
Use...from Sidekick
•
try from the PC Sidekick file and
discards the entry from the handheld Sidekick file.
Use...from BOOKMAN
•
entry from the handheld Sidekick
file and discards the entry from
the PC Sidekick file.
Both
saves the entries from both
•
the handheld Sidekick file and the
PC Sidekick file.
14
saves the en-
saves the
Merging All Linked Files
Advanced Transfers
and Merging
The Preference box lets you choose
how carefully you want to look at future duplicate records.
Continue Querying on Each Occurrence
allows you to examine each
pair of duplicate records.
Use Same Selection for Future Occurrences
current selection to all future duplicate records in this current file.
automatically applies the
Once you have linked files, you can
transfer or merge individual linked files
between PC Sidekick and your handheld Sidekick using the Advanced
Transfer button.
Transferring, like merging, sends entries
between your handheld Sidekick and PC
Sidekick. But unlike merging, transferring
copies all the entries from one file and
overwrites them in the other , thereby deleting all the previous entries in the file
into which it was transferred.
For example, if you transfer a cardfile
from your computer to your handheld
Sidekick, all the cards in the handheld
Sidekick cardfile will be replaced by the
cards in the cardfile from PC Sidekick.
Note: To learn how to r ecover the PC
Sidekick files that you most recently
transferred, read “Recovering Files.”
1. On the Sidekick Connectivity
main window, click Advanced
T ransfer.
15
Advanced T ransfers and Merging
This is the T ransfer Databases dialog box.
A right pointing arrow (⇒) indicates
that entries can be transferred or
merged only from a handheld Sidekick file to a (new) PC Sidekick file.
A left pointing arrow (⇐) indicates
that entries can be transferred or
merged only from a PC Sidekick file
to a (new) handheld Sidekick file.
Advanced Transfers and Merging
A double pointing arrow (⇔) indicates entries can be transferred or
merged to or from both files.
2. Select a Database Type.
3. Click the linked pair that you
want to transfer or merge.
X
in the check box to the left of
An
a file indicates they are selected for
transferring or merging. T o deselect
a file, click it again.
4. Do one of the following:
To... Click...
Transfer the file(s)
from the PC to your
handheld Sidekick
Transfer the file(s)
from your handheld
Sidekick to the PC
Merge your PC
and handheld
Sidekick files
5. Click OK to transfer or merge.
Or click
6. Click OK again to return to the
main window.
Cancel
To BOOKMAN
To PC
Merge
to stop.
16
Advanced T ransfers and Merging
➤
T ransferring and Merging
Cardfiles
•
Y ou can create your own cardfile
templates on your PC Sidekick and
then transfer them to your handheld
Sidekick. To learn how to create custom templates, read your PC Sidekick User’ s Guide. Then link that file
to a handheld Sidekick cardfile and
then transfer or merge that cardfile.
• Y our handheld Sidekick cardfiles are
limited to 30 fields. If you transfer or
merge a PC Sidekick cardfile that
has more than 30 fields, the transfer
or merge will stop.
If you link a PC Sidekick cardfile to
•
more than one handheld Sidekick
cardfiles and then click
the linked handheld Sidekick cardfiles
merge in the order that they appear
in the Link Databases dialog box.
• Each card in a PC Sidekick cardfile
has a Contact Log. Contact log information will appear in the last field
entry at the bottom of a handheld
Sidekick card. Note: There is a blank
Merge All
,
Advanced T ransfers and Merging
line between the end of the last field
and the Contact Log information. If
this blank line is removed, the contact log will become part of the last
field if it is transferred or merged
back to PC Sidekick.
• Each card on your handheld Sidekick
is limited to the number of characters
that can appear in a single field. All
fields except the last field are limited
to 1,000 characters. If a card that
has a field containing over 1,000
characters is transferred from your
computer to your handheld Sidekick,
then all text in that field exceeding
the 1,000 character limit will not appear on your handheld Sidekick. If
you merge a card that has a field
containing over 1,000 characters, the
cards in both files will lose text.
The last field in a card on your handheld Sidekick can contain up to 2,000
characters including the Contact Log.
So if you transfer or merge a card
that has a field containing over 2,000
characters, then text will be lost.
17
Advanced T ransfers and Merging
Advanced T ransfers and Merging
➤ Transferring and Merging
Calendars
Using
Advanced Transfer
transfer or merge one or more calendar entry types: appointments, To
Do items, calls, multi-day events,
and special days.
To select a calendar entr y type, first
change the Database Type to
. Then highlight one or more
endars
calendar entry types to select it. To
deselect an entry type, highlight it
again. Y ou can now transfer or
merge the calendar entries.
Note: If you use
not be able to transfer a specific calendar entry type.
➤
T ransferring and Merging
Notefiles
• In Sidekick 95 and later versions,
notes are referred to as Write
files. These files contain text that
can be formatted similar to a word
processing file (e.g., boldfacing,
font size, etc.)
Merge All
, you can
, you will
Cal-
If you merge a Write file with a notefile or transfer a file from your handheld Sidekick to your PC, all the text
formatting will be lost.
• When you transfer a Write file (i.e., a
Notefile) from your PC to your handheld Sidekick, all note folders that
are unique to the handheld Sidekick
will not be overwritten. However ,
when you transfer a Notefile from
your handheld Sidekick to your PC,
all information that existed in that
Write file will be overwritten by the
handheld Sidekick file.
• Notes on your handheld Sidekick
can contain only 2,000 characters
in the Notes field. Therefore, if a
note of more than 2,000 characters (including spaces) is transferred or merged, all text in that
field exceeding the 2,000 character limit will not appear on your
handheld Sidekick. If you merge a
note of more than 2,000 characters, both files will lose text.
18
Advanced Transfers and Merging
Recovering Files
➤
T ransferring and Merging
Expenses
• The expenses file on your handheld
Sidekick was originally developed to
integrate with Sidekick 95. So, if you
use Internet Sidekick or Sidekick 97,
many of the fields (from both the PC
Sidekick and your handheld Sidekick) will not be visible after you perform a transfer or merge.
However , the information will be
stored on your handheld Sidekick,
so if you transfer or merge the expense file back to your PC, the information will not be lost.
• All versions of PC Sidekick allow you
to enter a negative value in the Amount
field for an Expenses entry. However,
your handheld Sidekick does not accept a value less than zero in the
Amount field. So whenever you transfer or merge Expense entries from the
PC to the handheld Sidekick, all negative numbers will be changed to zero.
Every time you transfer a file from your
handheld Sidekick to your computer, as
well as every time that you merge a pair
of linked files, a recovery file is created
on your computer . Recovery files contain
all the information from the PC Sidekick
file that was overwritten when you
merged that file or transferred to that file.
Caution: Recovery files contain information from only the most recent time that a
PC Sidekick file was transferred or
merged. The next time the file is transferred to or merged with a PC Sidekick
file, its recovery file is overwritten.
The recovery files are saved in a
subdirectory, called
the same directory as the Sidekick Connectivity software. All recovery files retain
their original names and extensions. You
can retrieve recovery files in PC Sidekick,
by opening the
and then selecting a recovery file.
Caution: If you attempt to transfer or
merge a recovery file, you risk losing
the information which was saved in the
recovery file.
Recovery
Recovery
, located in
subdirectory
19
Backing Up
and Restoring Files
Backing Up and Restoring Files
Even if you do not have PC Sidekick,
you can back up all the information on
your handheld Sidekick into one file on
your computer . This file can then be restored later for use on your handheld
Sidekick.
Warning! If you open the backup file
as a text file on your computer , you
may damage or alter the file. The damaged backup file cannot be restored to
your handheld Sidekick.
The backup file, an image file called
Bookman.img
directory as the Sidekick Connectivity
software. This file is overwritten each
time that you back up your handheld
Sidekick.
Note: The time it takes to back up or
restore your handheld Sidekick files
depends on the size and number of
your files. This process can vary from
5 to 45 minutes.
will be stored in the same
To Back Up Your Files
1. From the Sidekick Connectivity
main window, select Backup
from the File menu to back up all
your handheld Sidekick files.
2. When your backup is completed,
click OK.
To Restore Your Files
Warning! When you restore your
handheld Sidekick files from the
backup file, all your current handheld
Sidekick files will be overwritten.
1. From the Sidekick Connectivity
main window, select Restore
from the File menu.
Bookman.img
If
directory as the handheld Sidekick
Connectivity software, this option
will not be available.
2. Click OK to restore your files, or
click Cancel.
is not in the same
20
Solutions to Common
Problems
Solutions to Common Problems
I do not have the Sidekick Connectivity kit which includes the Sidekick
PC-connect serial cable or the Sidekick Connectivity software disk.
T o order the kit, read “Getting Started.”
While installing the Sidekick Connectivity software, I realize that I do
not want to reboot Windows.
Click
Cancel
. This will return you to
the Windows main window.
I have installed the connectivity
software, but I cannot find its program icon.
The BOOKMAN Sidekick Connectivity
icon should appear in the newly created BOOKMAN program group. If one
or both do not appear, delete the existing connectivity software and install
the connectivity software again. To
learn how, read “Installing the Connectivity Software.”
I clicked
communications port is being
used, and the screen states that
BOOKMAN Sidekick is not found
on my system.
Do one of the following:
•Make sure that you are using the
•Make sure the cable is inserted as
•Make sure that the cable is proper-
•Make sure that your handheld
Test
to discover which
Sidekick PC-connect serial cable.
No other cable will work with your
handheld Sidekick.
far as it will go into the serial port,
and not the headphone jack, on
your Sidekick. Read “Special Features” in your handheld Sidekick
User’s Guide for more information.
ly connected to a communications
port on your computer.
Sidekick is turned on and
nect
is selected from the Setup
menu on your handheld Sidekick.
21
PC Con-
Solutions to Common Problems
Solutions to Common Problems
•If your computer uses an internal
modem, you will be able to plug
the serial cable into a COM port.
However, this COM port may be in
use by the internal modem. You
may want to switch the serial cable
to another COM port, if your
mouse is not using it.
If your mouse is using the COM
port, it is recommended that you
read the computer’s User’s Guide
or contact the manufacturer of your
computer for more information
about the COM ports.
•If you are using a laptop computer,
you may need to enable the COM
ports before you can connect the serial cable. Or, if your laptop has an infrared port, this may have to be
turned off as well. It is recommended
that you read the computer’s User’s
Guide or contact the manufacturer of
your computer for more information
about the COM ports.
•Y ou may have a program running
that is interfering with the connectivity
software. Y ou may want to try turning
off each program, both active programs and programs running in the
background, to determine whether or
not they are causing the problem.
While trying to link files, the existing PC Sidekick files do not appear
on the
Link...To
•The connectivity software may not
be properly configured for your version of PC Sidekick. To determine
if this is the case, select
the Help menu. The version of
Sidekick will appear in the About
window (e.g., For Sidekick 95.) If
no information is displayed, the
connectivity software is configured
for Sidekick 2.0.
•You may have saved a PC Sidekick file as a non-Sidekick file.
Open the file in PC Sidekick and
save it as a Sidekick file.
window.
About
22
from
Solutions to Common Problems
Solutions to Common Problems
A Data Error dialog box appears,
stating
Unable to receive data from
the BOOKMAN
The Data Error dialog box appears
when you are linking files, merging
all your files, or using the Advanced
Transfer option. Do one of the
following:
•Click
OK
Port matches the port in which the
serial cable was inserted.
•Click OK and then click
your connection.
The Retrieving File Descriptors
box has remained on for over one
minute without any progress.
If you have a large amount of information in your handheld Sidekick,
there may be a short delay before
progress is shown.
.
and make sure the COM
Test
to test
While transferring or merging files,
I realized that I did not intend to
overwrite a PC Sidekick file.
Every time that a handheld Sidekick
file is transferred to your computer
and every time a pair of Sidekick files
are merged, a PC Sidekick recovery
file is created. To learn how to recover the file, read “Recovering Files.”
Note: Only the information that existed before the most recent transfer or
merge is contained in a recovery file.
I realized that I did not intend to
overwrite a handheld Sidekick file.
There is no way to recover a handheld Sidekick file if it is overwritten
due to a transfer or merge.
In the future, you may want to create a backup file to ensure that your
files will not be permanently lost. To
learn how, read “Backing up and
Restoring Files.”
23
Solutions to Common Problems
In PC Sidekick I opened a Write file
and all its text formatting is gone.
In Sidekick 95 or later, any new
notes or note folders that were added to the Write file due to a merge
will have no text formatting. But any
previously existing notes or note
folders in the Write file retain their
original formatting.
All text formatting in a Write file is automatically deleted when you transfer a notefile from your handheld
Sidekick to your computer. You may
be able to recover your formatting by
recovering the notefile. Read “Recovering Files” for more information.
Your Notes
24
Copyrights and Patents
Sidekick Connectivity Software
Copyrights
© 1997 Franklin Electronic Publishers,
Inc., Burlington, NJ 08016-4907 U.S.
All rights reserved.
© 1995 Starfish Software. All rights
reserved.
Rolodex
®
is a trademark of Newell Co.
Sidekick is a registered trademark of
Starfish Software.
FCC Notice: Complies with the limits for a Class B computing device pursuant to Subpart B of part 15 of FCC
Rules. Operation is subject to the following two conditions: (1) This device
may not cause harmful interference;
and (2) This device must accept any interference received, including interference that may cause undesired
operation.
REP-28008-00
P/N 7405005 Rev A
Copy and use restrictions for Sidekick Connectivity
software
Although you are encouraged to make a backup copy of the Software for your own use, you are not allowed to make unlimited copies. The Software is protected by the copyright laws that pertain to
computer software. It is illegal to make copies of the Software except for backups. It is illegal to give copies to another person, or to
duplicate the Software by any other means, including electronic
transmission. The Software contains trade secrets, and in order to
protect them you may not decompile, reverse engineer, disassemble, or otherwise reduce the Software to human-perceivable
form. You may not modify, adapt, translate, rent, lease, loan, resell
for profit, distribute, network or create derivative works based upon
the Software or any part thereof.
Limitations of liability
IN NO EVENT SHALL STARFISH OR FRANKLIN BE LIABLE FOR
ANY INCIDENTAL, SPECIAL, OR CONSEQUENTIAL DAMAGES
FOR YOUR USE, MISUSE OR INABILITY TO USE THE SOFTWARE
OR RELATED DOCUMENT ATION. SOME JURISDICTIONS DO
NOT ALLOW THE EXCLUSION OR LIMITA TION OF LIABILITY FOR
INCIDENTAL OR CONSEQUENTIAL DAMAGES SO THE ABOVE
EXCLUSION MAY NOT APPLY TO YOU. UNDER ALL CIRCUMSTANCES THE TOTAL LIABILITY OF FRANKLIN AND OR STARFISH TO YOU FOR ANY AND ALL DAMAGES AND LOSSES FOR
ANY CLAIM OR CAUSE OF ACTION IS LIMITED TO THE
AMOUNT PAID BY YOU FOR THE SOFTWARE.
Disclaimer of software warranty
SIDEKICK CONNECTIVITY SOFTWARE IS PROVIDED “AS-IS”
AND STARFISH AND FRANKLIN EXPRESSLY DISCLAIMS ALL
WARRANTIES ON THE SOFTWARE AND RELATED DOCUMENTA TION, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED
TO THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. FRANKLIN EXPRESSL Y
DISCLAIMS ANY WARRANTY THAT THE OPERATION OF THE
SOFTWARE WILL BE ERROR FREE OR UNINTERRUPTED; AND
STARFISH AND FRANKLIN DISCLAIMS ANY WARRANTY CONCERNING THE CORRECTNESS, ACCURACY , OR RELIABILITY
OF THE SOFTWARE, OR RELATED DOCUMENTATION, OR ANY
SERVICE PROVIDED TO YOU THROUGH USE OF THE SOFTWARE. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF IMPLIED WARRANTIES, SO THE ABOVE EXCLUSION
MAY NOT APPLY TO YOU.
25
Limited Warranty
FRANKLIN warrants to you that the SIDEKICK CONNECTIVITY SOFTWARE KIT will be free from defects in
materials and workmanship for one year from purchase. In the case of such a defect in your SIDEKICK
CONNECTIVITY SOFTWARE KIT, FRANKLIN will repair or replace it without charge on return, with purchase
receipt, to the dealer from which you made your purchase or Franklin Electronic Publishers, Inc., One Franklin
Plaza, Burlington, NJ 08016-4907, within one year of purchase. Alternatively , FRANKLIN may , at its option, refund
your purchase price.
Data contained in the SIDEKICK CONNECTIVITY SOFTWARE KIT may be provided under license to FRANKLIN.
FRANKLIN makes no warranty with respect to the accuracy of data in the SIDEKICK CONNECTIVITY SOFTWARE
KIT . No warranty is made that the SIDEKICK CONNECTIVITY SOFTWARE KIT will run uninterrupted or error free.
You assume all risk of any damage or loss from your use of the SIDEKICK CONNECTIVITY SOFTWARE KIT .
This warranty does not apply if, in the sole discretion of FRANKLIN, the SIDEKICK CONNECTIVITY SOFTWARE
KIT has been tampered with, damaged by accident, abused, misused, or misapplication, or as a result of service or
modification by any party, including any dealer, other than FRANKLIN. This warranty applies only to products
manufactured by or for FRANKLIN. Batteries, corrosion, or battery contacts and any damage caused by batteries
are not covered by this warranty. NO FRANKLIN DEALER, AGENT , OR EMPLOYEE IS AUTHORIZED TO MAKE
ANY ADDITIONAL WARRANTY IN THIS REGARD OR TO MAKE ANY MODIFICATION OR EXTENSION OF
THIS EXPRESS WARRANTY.
THE FOREGOING WARRANTY IS EXCLUSIVE AND IS IN LIEU OF ALL OTHER EXPRESS OR IMPLIED
WARRANTIES, WRITTEN OR ORAL, INCLUDING, BUT NOT LIMITED TO, WARRANTIES OF
MERCHANTABILITY OR FITNESS FOR A P ARTICULAR PURPOSE. YOUR SOLE AND EXCLUSIVE REMEDY
SHALL BE FRANKLIN’S OBLIGA TION TO REPLACE OR REFUND AS SET FOR TH ABOVE IN THIS W ARRANTY .
Some States do not allow the exclusion of implied warranties, or limitations on how long a warranty lasts. This
warranty gives you specific rights; you may also have additional rights which vary from State to State. This warranty
shall not be applicable to the extent that enforcement of any provision may be prohibited by applicable law.
FRANKLIN SHALL IN NO EVENT BE LIABLE TO YOU OR TO ANY OTHER PERSON FOR ANY SPECIAL,
INCIDENTAL, OR CONSEQUENTIAL DAMAGES, OR ANY OTHER INDIRECT LOSS OR DAMAGE, ARISING
OUT OF YOUR PURCHASE, THE MANUF ACTURE OR SALE OF THE SIDEKICK CONNECTIVITY SOFTWARE
KIT , THIS LICENSE, OR ANY OBLIGATION RESUL TING THEREFROM OR THE USE OR PERFORMANCE OF
THE SIDEKICK CONNECTIVITY SOFTWARE KIT UNDER ANY LEGAL THEORY, WHETHER BREACH OF
CONTRACT, TORT, STRICT LIABILITY OR ANY OTHER CAUSE OF ACTION OR PROCEEDING, WHICH
DAMAGES SHALL INCLUDE, BUT NOT BE LIMITED TO, LOST PROFITS, DAMAGES TO PROPERTY, OR
PERSONAL INJURY (BUT ONLY TO THE EXTENT PERMITTED BY LAW). FRANKLIN’S ENTIRE LIABILITY
FOR ANY CLAIM OR LOSS, DAMAGE, OR EXPENSE FROM ANY SUCH CAUSE SHALL IN NO EVENT
EXCEED THE PRICE PAID FOR THE SIDEKICK CONNECTIVITY SOFTWARE KIT. THIS CLAUSE SHALL
SURVIVE FAILURE OF AN EXCLUSIVE REMEDY. This license and warranty is governed by the laws of the
United States and the State of New Jersey.
(U.S. only)
26
Index
About merging entries 12
Advanced Transfer 3, 15, 17, 18
Automatic shutoff 7
Backing up files 19, 20
BOOKMAN Sidekick organizers 2
Calendars
Linking 9
merging files 13
transferring and merging 17
Cardfiles
creating custom templates 17
linking 8, 9
transferring and merging 17
COM (Communications) port
disconnecting from 5
finding 4, 7
selecting 6
troubleshooting 21
Communications port 5
Connectivity software
installing 5
system requirements 3
Data Error 22
Database Type 16
Calendars 9, 13, 17
Cards 8, 9, 11, 17
Expenses 10, 18
Notes 9, 18
Date range 13
Duplicate Records 13-15
Expenses Folders, linking 10
Expenses, transferring and merging 18
File extensions 9
Files
backing up and restoring 19-20
linking 8-11
merging individual files 15, 16, 18
merging all linked files 13-15
recovering (PC Sidekick) only 19
restoring backup files 20
transferring 15, 16
unlinking 11
Finding your COM port 7
Help messages 6
Image file 19, 20
Index fields 12, 14
Link Databases window 8-11
Linking expenses folders 10
Linking files
calendars 9
cardfiles 8, 9
expenses 10
linking pairs of files 8
maintaining and removing links 11
multiple handheld Sidekick cardfiles 1 1
notes 9
options 8
updating links 11
Linking multiple cardfiles 11
Maintaining links 11
Memory gauge 12
Merge All 3, 12-15
Merge Options dialog box 13
Merging files
27
Index
merging all linked files 12
merging calendar files 13, 17
merging cardfiles 11, 17
merging expense files 18
merging individual files 15, 16
merging notefiles 18
merging Sidekick 95 notes 17, 18
More information about merging entries 12
Multiple handheld Sidekick cardfiles,
linking 11
Notefiles, transferring and merging 18
Notes, linking 9
PC Connect 7, 21
Program Manager, Windows 3.1 5
Rebooting Windows 5, 20
Recovering files (PC Sidekick only) 19
Removing links 11
Restoring backup files 20
Retrieving file descriptors 22
Selecting
communications (COM) port 6, 7
destination drive 6
PC Connect 7
Serial cable 3-6, 7, 20, 21
Serial port, using with Sidekick PC-
Connect serial 5, 21
Shutoff during connection 7
Sidekick Connectivity disk 5
Sidekick Connectivity kit 3, 20
Sidekick Connectivity software
backing up and restoring files 19, 20
help text 6
installation screen 5
installing
if PC Sidekick is installed 5
if PC Sidekick is not installed 6
troubleshooting 20
introduction 3
main window 8-10, 12
merging individual files 15, 16
port finder 7
recovering files 19
testing the connection 7
transferring files 15, 16
troubleshooting 21-24
Sidekick PC-connect serial cable 3-7, 20, 21
Start menu, Windows 95 5, 6
System recommendations 3
System requirements 3
Testing Sidekick/PC connection 7, 21
Transfer Databases dialog box 16
Transferring and merging calendars 17
Transferring and merging cardfiles 17
Transferring and merging expenses 18
Transferring and merging notefiles 17
Transferring files 15, 16
Troubleshooting 21-24
Understanding duplicate records 14, 15
Unlinking files 11
Updating your links 11
Upgrading PC Sidekick 5
Using this software without PC Sidekick 4
Viewing connectivity help messages 6
Write files 17, 22
28
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