Sharp Intellisync for SL User Manual

Intellisync® for SL

OPERATION MANUAL

Copyright Notice

All copyrights and other intellectual property rights relating to this software (hereinafter referred to as “the Software”) and this document (“Operation Manual”) are owned by Pumatech, Inc. exclusively. Sharp Corporation has a license to distribute the Software and the Operation Manual and is authorized to grant sublicenses to end users.

No part of this publication may be reproduced, transmitted, transcribed, stored in a retrieval system, or translated into any computer language, in any form or by any means, without the express written permission of Pumatech, Inc.

Pumatech, Intellisync and the Intellisync logo are trademarks of Pumatech, Inc. that may be registered in some jurisdictions.

Sharp is a trademark of Sharp Corporation.

Microsoft Outlook is a registered trademark of Microsoft Corporation.

All other company and product names are trademarks of their respective owners.

CAUTION

• The manufacturer is not responsible and provides no warranty for any

malfunction, problems, or other damage caused by misuse of this product and its accessories by you or a third party.

• This product and its accessories are subject to change without notice for reasons of product improvement.

• Some of the accessories and optional parts described in this manual may not be available at the time you purchase this product.

• Some of the accessories and optional parts described in this manual may be unavailable in some countries.

• Screens and icons in this manual may differ from the actual ones displayed on the PC.

• This manual uses the following substitute expressions:

“SL-5500” → “device”;

“Intellisync icon for SL” → “Intellisync icon”; “Intellisync menu for SL” → “Intellisync menu”.

Important:

• Please install either Intellisync for SL or Qtopia Desktop on your PC.

• If the device has been removed from the Docking Station, make sure to wait for 30 seconds before replacing it on the Docking Station.

• Modifying the PIM data using an application such as Text Editor may cause

synchronization failure.

• When starting synchronization, close all applications on a device.

• The fields that can be synchronized by this application are limited. The default

setting preset for field mapping is recommended.

• This application does not support synchronizing with multiple devices at the same time. One PC can synchronize with a single device. If a program folder of a PC is shared with multiple users, only users who have installed this application can use it.

• Private data settings in Microsoft Outlook and Palm Desktop will not be transferred to the devise during synchronization. The devise does not have private setting capabilities.

• Some characters (symbols, European-language characters, special characters, etc.) may be affected by synchronization and may become garbled.

• Only entries with date information from January 1, 1970 to December 31, 2037 will be supported for synchronization.

• Updates for Microsoft Outlook are available on the Internet for the purpose of protecting the data, such as contacts or email, from being overwritten, etc. If you use Intellisync for SL with the updated software, the function of Intellisync for SL may be restricted.

• Reinstallation of Intellisync for SL is necessary when the date and time settings (Date/Time Properties) of your PC are changed.

• When performing synchronization with the Palm Desktop, close it before starting synchronization.

• If Intellisync for SL operates improperly or unstably, remove the anti virus or firewall software from the running program at the startup of your PC.

• Sometimes synchronization may not perform properly with non-English based operating systems.

Microsoft Windows 2000 Users

®®

• When you have your device in the Docking Station attached to your PC and

you remove the device from the Docking Station or turn off the device you may receive an error that says “Unsafe Removal of Device”. Click on the OK button and this message will go away. This will not damage your PC or the connection to the Docking Station. To avoid this message, click on the task bar icon to “Stop SL Series (NDIS 5)” before you turn off your device or remove it from the Docking Station.

Server PC’s with Personal Firewalls

• If you are using your computer as your server and have a personal firewall

installed on your computer, you may need to disable this firewall in order to complete the synchronization process. You can refer back to your firewall instruction manual on how to disable this function.

CHAPTER 1: BEFORE YOU BEGIN .................................1

Introduction to Intellisync for SL ................................................................ 1

Minimum System Requirements....................................................................... 2

Connecting the Device to Your PC and Installing the USB Drivers.................. 2

Installing the Intellisync Software ..................................................................... 3

The Intellisync Icons .........................................................................................4

Intellisync for SL Launcher ............................................................................... 4

Intellisync Menu................................................................................................5

Communication Options ................................................................................... 5

Using the Help effectively .................................................................................5

CHAPTER 2: QUICK START............................................ 6

Using Intellisync: A Tutorial....................................................................... 6

Synchronizing Data .......................................................................................... 6

Re-running the Operation ...............................................................................10

CHAPTER 3: SPECIAL TOPICS .....................................12

Email Synchronization............................................................................. 12

Configuring an Email Synchronization............................................................ 12

The Field Mapping Dialog ....................................................................... 13

File Transfer ............................................................................................ 15

Preparing for Documents Management.......................................................... 15

File Transfer Operations................................................................................. 16

iii

APPENDIX...........................................................................18

Frequently Asked Questions ................................................................... 18

Glossary .................................................................................................. 19

BEFORE YOU BEGIN 1

CHAPTER 1: BEFORE YOU BEGIN

This chapter introduces Intellisync® for SL software and instructs you on how to get started using the software. Topics include:

• Introduction to Intellisync for SL

• Minimum System Requirements

• Connecting the Device to Your PC and installing the USB Drivers

• Installing the Intellisync Software

• The Intellisync Icons

• Intellisync for SL Launcher

• Intellisync Menu

• Communication Options

• Using the Help effectively

Introduction to Intellisync for SL

Intellisync for SL software enables you to synchronize your SL-5500 (device) with Windows applications. This means that if you want to maintain the same data in your device and on your PC, there is an easy way to ensure that each system contains the same up-to-date information.

• Intellisync can transfer data of different formats between your device and your PC. But it does more than simply translate data and transfer it between your two systems. Intellisync compares the records on your device with the records on your PC. It then makes whatever changes are necessary in each system to keep them both up-to-date and “in sync.”

• The main features of Intellisync are listed as follows.

• Synchronization with Microsoft Outlook

The applications Intellisync can manage are Contacts (Address Book), Calendar, Email (Inbox and Outbox), and Tasks (Todo List).

• File Transfer function

You can transfer Documents files (image files, movie files, text files, etc.) between the device and your PC.

Intellisync can also perform one-way imports and exports of data

Note:

between your device and supported PC applications.

2 BEFORE YOU BEGIN

Minimum System Requirements

• 100% IBM Compatible PC



• Microsoft Microsoft

• Pentium Pentium 200MHz or higher for Microsoft Windows NT 4.0 Workstation with SP6 Pentium Pentium 200MHz or higher for Microsoft Windows Me Pentium

• 30MB Available Hard Disk Space

• 64MB RAM for Microsoft

with SP6/2000 Professional/Me 128MB RAM for Microsoft

• CD-ROM Drive

• 1 Available USB Port or Serial Port with Optional Serial Cable CE-170TS

• Mouse or Compatible Pointing Device

• Microsoft Outlook 97/98/2000/XP or Palm Desktop must be installed on your PC

to perform synchronization between the device and your PC

* Optional Serial Cable CE-170TS is necessary with Windows NT 4.0 Workstation with SP6 to use this

software.

Windows 98/98 Second Edition/2000 Professional/Me/XP,



Windows NT 4.0 Workstation with SP6*



150MHz or higher for Microsoft Windows 98/98 Second Edition



200MHz or higher for Microsoft Windows 2000 Professional



/Celeron Family 300MHz or higher for Microsoft Windows XP



Windows 98/98 Second Edition/NT 4.0 Workstation



Windows XP

Connecting the Device to Your PC and Installing the USB Drivers

To transfer data between the device and your PC using the Docking Station (USB cable), install the USB drivers found in the CD-ROM supplied. Check the Drivers installation manual (“USB DRIVER INSTALLATION GUIDE”).

Refer to the device Start-up Guide (booklet) for connection details.

Note:

About the USB port

• If the USB port on your PC or the USB hub connected to the device does not

operate properly, perform the following steps.

• When your PC comes equipped with several USB ports, connect the device to

another USB port.

• When other USB devices are connected to your PC and used simultaneously,

disconnect them from your PC.

• Operation on a PC that is upgraded from Windows 95 may not be possible.

• A PC whose USB port is added by the user because the PC is not equipped with

a USB port at the time it leaves the factory may not operate properly.

BEFORE YOU BEGIN 3

• Activating the power saving mode (suspend, resume, or sleep function etc.) of some PCs may result in the USB port not functioning properly. In this case, disable the power saving mode.

• If the USB driver does not operate properly when you connect the device to your PC via the USB hub, connect it directly to the USB port on your PC. Using the USB extension cable may result in the USB driver not operating properly.

• If you are using Windows 2000/XP and remove the device from the Docking Station or turn the device off while it is placed on the Docking Station, a warning dialog box will be displayed on the screen of your PC (depending on the settings for Windows XP). In this case, close the warning dialog box.

Installing the Intellisync Software

Follow these steps to install Intellisync on your PC:

Make sure that the USB drivers are installed on your PC.

Close all applications on your PC. If you are using anti virus or firewall software, close them (or disable their function).

Insert the CD-ROM supplied into your CD-ROM drive.

Open D: Index.htm (use your CD-ROM drive letter).

Check the installation procedure and follow the on-screen instructions.

When installation is complete, the Intellisync icon will appear on the Windows system tray (in the bottom-right corner of the task bar). In addition, a set of Intellisync icons will have been created. To access the icons, select Start →

Programs →→→→ Sharp →

The Intellisync Accessfolder shortcut icon will also appear on your desktop. For detailed information, see page 15.

Notes for Windows NT 4.0 Workstation with SP6/2000 Professional/XP users:

This application does not support use by multiple users. It can only be used by the installer. For example, if an administrator logs in to a PC and installs this application, then only that administrator is able to use it. Therefore, when other users want to use this application, they must log in to a PC (with authorization as an administrator) and install it before use.

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