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User Guide
Intellisync Lite
Copyright Notice
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.
This computer program is protected by copyright law and international treaties.
Unauthorized reproduction or distribution of this program, or any portion of it, is both a
civil and criminal offense, punishable by law.
Pumatech, the PUMATECH logo, Intellisync and the Intellisync logo are trademarks of
Pumatech, Inc., that may be registered in some jurisdictions.
All other company and product names are trademarks of their respective owners.
United States Patent Nos. 5,392,390, 5,666,553, 5,684,990, 5,701,423, 5,943,676,
6,044,381, and 6,141,664. Other patents pending.
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Manual Copyright: 2001 Pumatech, Inc. All rights reserved.
Program Copyright: 2001 Intellisync Lite, Pumatech, Inc. All rights reserved.
Pumatech, Inc., 2550 North First Street, Suite 500, San Jose, CA 95131
Table of Contents
CHAPTER 1: BEFORE YOU BEGIN ....................................................5
INTRODUCTION TO INTELLISYNC LITE ................................................5
Intellisync System Requirements................................................5
The Intellisync Icons...................................................................7
The HotSync® Manager .............................................................8
CHAPTER 2: QUICK START ...............................................................9
USING INTELLISYNC: A TUTORIAL .....................................................9
Synchronizing Data.....................................................................9
Re-Running the Operation........................................................14
CHAPTER 3: THE INTELLISYNC DIALOGS......................................15
THE CONFIGURATION & CHOOSE TRANSLATOR DIALOGS ...............15
The Configuration Dialog.........................................................15
The Choose Translator Dialog..................................................16
Configuring Multiple Handheld Applications..........................17
Dialog Buttons..........................................................................18
THE ADVANCED SETTINGS DIALOG BOX...........................................19
The Date Range Tab .................................................................20
The To Do List Tab ..................................................................21
The Conflict Resolution Tab ....................................................22
THE FIELD MAPPING DIALOG ...........................................................26
CHAPTER 4: SPECIAL TOPICS .........................................................29
MULTI-USER SUPPORT......................................................................30
Adding a User Name.................................................................30
SYNCHRONIZATION AND HISTORY FILES..........................................32
THE SAME RECORD CHANGED AND DELETED DIALOG ....................33
REMOTE SYNCHRONIZATION ............................................................34
To Prepare Your PC..................................................................34
Remote vs. Local Synchronization...........................................35
IMPORTING AND EXPORTING DATA ..................................................36
VIRTUAL FIELDS ...............................................................................37
Virtual Fields in the Date Book and To Do List ......................37
Virtual Phone and Email Fields................................................38
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Intellisync Lite
Editing and Adding Virtual Fields in the Handheld................. 39
CHAPTER 5: FREQUENTLY ASKED QUESTIONS............................. 41
GENERAL...........................................................................................41
LOTUS ORGANIZER ...........................................................................44
APPENDIX: LOG FILES ....................................................................45
GLOSSARY ........................................................................................47
INDEX................................................................................................51
Notice: The contents of this manual reflect the Intellisync program at press-
time. For information on changes to the software (or system support) that
may have occurred since the manual was printed, refer to the Readme file or
Help.
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Chapter 1: Before You Begin
Introduction to Intellisync Lite
Before You Begin
ntellisync Lite (Intellisync) software enables you to synchronize
your Palm OS
applications. This means that if you want to maintain the same
data in your handheld and on your desktop, there’s an easy way to
ensure that each system contains the same up-to-date information.
• With one press of the HotSync
data of different formats between your handheld and your PC. But
it does more than simply translate data and transfer it between
your two systems. Intellisync compares the records in your
handheld to the records in your PC. It then makes whatever
changes are necessary in each system to keep them both up-to-
date, and “in sync.”
Note: Intellisync can also perform one-way imports and exports of
data between your handheld and supported PC applications. Refer
to “Importing and Exporting Data” in Chapter 4 for more
information.
®
handheld with a host of popular Windows
®
button, Intellisync can transfer
Intellisync System Requirements
Before you install the Intellisync software, you must have the Palm
Desktop installed on your PC. In addition, your PC must meet the
following minimum requirements:
Windows 95/98 or Windows NT 4.0 Workstation
• 486 processor or higher
• 30 MB available hard disk space
• 16 MB RAM
• VGA monitor or better, 640 x 480 resolution
• CD-ROM drive
• One available serial port (requires serial cradle)
• HotSync 3.0 installed
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Intellisync Lite
Windows 2000 Professional Edition
• 133 MHz Pentium-compatible processor or higher
• 30 MB available hard disk space
• 64 MB RAM
• VGA monitor or better, 640 x 480 resolution
• CD-ROM drive
• One available USB or serial port
• HotSync 3.0 installed
System Requirements for Windows Me
• 150-MHz Pentium-compatible processor or higher
• 480 MB to 645 MB free hard-disk space
• 32 MB of RAM or better
• VGA or higher resolution monitor
• CD-ROM drive
• One available USB or serial port
• HotSync 3.0 installed
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All systems
Internet access with Internet Explorer 4.x or Netscape 3.x and higher
(suggested).
®
In addition, you will need a Palm OS
handheld and a docking cradle.
To access Help
specific to the PC
application you are
using, click Supported
Systems in the Help
Contents screen and
select your application
from the list of
supported systems.
Before You Begin
The Intellisync Icons
These are the icons as they appear in the Intellisync Program Group:
The Intellisync Configure icon accesses the
Intellisync Configuration dialog—the main dialog
used to configure Intellisync operations.
The Intellisync Help icon accesses the Intellisync
Lite Online Help system.
The Intellisync Readme icon displays a text file
containing last-minute information not included in the
manual or Online Help. It’s advisable to read this
information before you start using Intellisync.
The Intellisync Support Tool icon displays a tabbed
dialog that provides information on various supportrelated topics and links to our web site for upgrades
and registration.
The Intellisync Uninstall icon can be used to remove
the Intellisync program from your system.
The Intellisync User Guide icon accesses the
Intellisync Lite User guide in PDF format.
The Favorites Folder icon has web page links to
allow you to easily access timely information on
Intellisync promotions, technical issues, FAQs and
products featured on Mobile Resource Central site.
In addition to the Intellisync icons, two shortcut icons for the HotSync
Manager and Palm Install Tool applications are included in the
program group for your convenience.
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Intellisync Lite
The HotSync® Manager
In order to use Intellisync Lite, you must already have Palm Desktop
installed on your PC. Installing Palm Desktop installs HotSync
manager in the Startup group on your PC. This application—which
runs in the background, and which is activated by pressing the
HotSync button on the handheld cradle—coordinates all
communications between your handheld and your PC, including
Intellisync synchronizations.
Installing Intellisync on your PC effectively takes over the HotSync
Manager application. That is, when you press the HotSync button on
the handheld cradle, the HotSync Manager initiates the
synchronization configured in the Intellisync Configuration dialog.
If you want to use HotSync to synchronize a Palm OS
application with Palm Desktop after Intellisync is installed, you must
select Palm Desktop in the Intellisync Choose Translator dialog.
HotSync Notes:
• Once you have configured an Intellisync operation, you can
synchronize any time by simply pressing the HotSync button on
the handheld cradle. The HotSync Manager automatically runs the
most recently configured Intellisync operation.
• You can synchronize a Palm OS handheld application with Palm
Desktop, by selecting Palm Desktop in the Intellisync Choose
Translator dialog. Note, however, that the operation performed
will be a Palm Desktop operation (filtering, and Intellisync
settings like Conflict Resolution do not apply).
®
handheld
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Chapter 2: Quick Start
Using Intellisync: A Tutorial
Make sure you read
“The HotSync
Manager” in Chapter
1 before beginning
this tutorial.
See Chapter 3 for
complete information
on Intellisync settings.
®
This tutorial is for users who want to start synchronizing immediately.
For more complete information on synchronization—including details
on all the Intellisync settings and processes that affect
synchronization—refer to “The Intellisync Dialogs,” and “Special
Topics” in Chapters 3 and 4.
Synchronizing Data
Synchronizing the data stored in your Palm
your desktop is basically a one-button operation. When you press the
HotSync button on the handheld cradle, synchronization starts
immediately.
How does Intellisync know what to synchronize? That information is
stored in a set of Intellisync dialogs. These dialogs specify the data you
want to synchronize, and contain special settings affecting the
operation.
Quick Start
®
OS
handheld with data on
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Once you have settings in these dialogs configured the way you want
them, you need never access them again unless you want to change
specifications.
Note: For simplicity, this tutorial guides you through the process of
configuring and running a synchronization. However, these
instructions apply to importing and exporting as well. The only
difference between configuring a synchronization and setting up a oneway transfer of data is in the selection of the operation in the Choose
Translator dialog. For information specific to one-way data transfers,
see “Importing and Exporting Data” in Chapter 4.
Intellisync Lite
Selecting Palm
Desktop in the
Choose Translator
dialog instructs the
HotSync Manager to
perform a Palm
Desktop operation
instead of an
Intellisync operation.
See “The HotSync
Manager” in Chapter
1 for more information
on the HotSync
Manager.
Follow these steps to configure and perform your first
synchronization:
1. Click on the Intellisync Configure shortcut, or the Intellisync
Configure icon in the Intellisync Lite program group. This
displays the Intellisync Configuration dialog box.
2. In the Configuration dialog box, click on the handheld application
you want to synchronize. Then click the Choose button to display
the Choose Translator dialog box.
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Before You Begin
3. In the Choose Translator dialog box, select the PC application you
want to synchronize. If you select Lotus Organizer, a File Name
box and Browse button appear, use Browse to select the file you
want to synchronize.
Notes:
• Check Apply to all applications to have the selected application
and file (or folder) synchronize with all applicable handheld
applications.
• Some PC applications do not require you to specify a filename. If
this is the case, the “active” or last-used file is used by default, and
the File Name text box is not present in the Choose Translator
dialog box.
• Using the Browse button to locate your data file prevents you
from making typographical errors when specifying a filename.
4. If you selected MS Outlook the Options button is enabled, click it
and make sure the correct user profile is selected. Then click OK
to return to the Choose Translator dialog box.
5. Click the OK button to return to the Configuration dialog box.
Now the PC application you selected appears next to the handheld
application name, and a two-sided arrow appears between the handheld
and PC application names.
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Intellisync Lite
Note the check box adjacent to the handheld application name. By
default, this check box is checked, indicating that the data is activated
for synchronization. (If you clear this box, the application data is not
synchronized.)
6.
To review or alter settings affecting synchronization, select the
Advanced button to access the Advanced Settings dialog.
(Intellisync provides default values for all settings.)
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7. When settings are configured as you want them, click OK to
return to the Configuration dialog.
8. If necessary, repeat the above procedure for each of the handheld
applications you want to synchronize. Then click the OK button to
save specifications and exit the Configuration dialog.
9. With your handheld in the handheld cradle and the cradle
connected to the appropriate COM port on your PC, press the
HotSync button on the handheld cradle. The synchronization
process begins, and a progress dialog appears.
Note that pressing the Cancel button on the progress dialog does
not stop the synchronization until the section being synchronized
has been completed.
If you have not
already done so, read
“The HotSync
Manager” in Chapter
1 for important details
on the HotSync
Manager application.
Before You Begin
10. If a Conflict Resolution dialog box appears, resolve “data
conflicts” (see note below).
When the operation is complete, your handheld will display the
message HotSync complete.
If any errors are reported during the operation, click the HotSync Log
button on the handheld when the operation is finished. This will
display information on the errors.
Notes:
For each set of data you synchronize, a history file is used to
determine the changes that must be made in each of your systems
to achieve synchronization. This file is created by the first
synchronization of the data. Therefore, a first run synchronization
is different from (and may take longer than) subsequent
synchronizations.
First run synchronizations simply merge your handheld and PC
data, and a Conflict Resolution setting is used to resolve data
conflicts.
See “The Conflict Resolution Tab” in Chapter 3 for information
on data conflicts and the Conflict Resolution setting.
For information on how history files are used in the process of
synchronization, refer to “Synchronization and History Files” in
Chapter 4.
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Intellisync Lite
Re-Running the Operation
Now that you have configured a synchronization, re-executing the
operation is basically a one step operation.
Simply press the HotSync button on the cradle (with the handheld
in the cradle and the cradle connected to your PC), and
synchronization begins.
You’ll only need to access the Intellisync dialogs again if you want to
change the nature of the operation.
Refer to “Frequently
Asked Questions” in
Chapter 5 if you have
any trouble running a
successful
synchronization. The
problem you’re having
may be addressed
there.
Synchronization Notes:
• In order to run an Intellisync synchronization, your handheld
must communicate with your PC. For this to occur, your
handheld must be properly fitted into the handheld cradle, and
the cradle serial cable must be securely attached to an available
serial port on your PC. For complete details on connecting your
handheld to your PC, refer to your handheld handbook.
• Be sure to read the Supported Systems Help topic for the PC
application(s) you are using. Supported Systems topics contain
important information on how Intellisync works with each of the
PC applications it supports.
• Data can be transferred between records in your handheld and PC
applications because fields in the two systems are “mapped”
(linked). Intellisync provides default “field mapping,” but you
can alter mapping to re-direct (or prevent) the flow of data during
data transfers. Refer to “The Field Mapping Dialog” in Chapter 3
for details.
• When you synchronize a handheld application, it is automatically
synchronized with all sections in the selected PC application that
are compatible with the handheld application. For example, if
you select the handheld Date Book application and Lotus
Organizer, handheld Date Book records are synchronized with
records in the Lotus Organizer Anniversary, Calendar, and
Planner sections.
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The Intellisync Dialogs
Chapter 3: The Intellisync Dialogs
The Configuration & Choose Translator Dialogs
The Intellisync Configuration and Choose Translator dialogs are
where you specify the handheld and PC applications you want to
synchronize.
The Configuration Dialog
To open the Intellisync Configuration dialog,
select the Intellisync Configure icon from the
™
Intellisync for Palm
or from a desktop shortcut icon.
handhelds program group
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This dialog contains an “Applications” list containing each of the
handheld applications.
• To select a handheld application in this dialog, click on it.
• To link the handheld application with a PC file for
synchronization, click the Choose button. This displays the
Choose Translator dialog.
Intellisync Lite
The Choose
Translator dialog
contains an Options
button that is enabled
if you select MS
Outlook. Refer to the
Supported Systems
section of Online Help
for information on
Options dialog
settings that apply to
the PC application
you use.
Refer to “Importing
and Exporting Data”
in Chapter 4 for
information on the
Operation buttons in
this dialog.
The Choose Translator Dialog
Select a PC application. If you selected Lotus Organizer, use the
Browse button to select the data file.
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Apply to All Applications
When enabled, you can check the Apply to all applications check box
at the bottom of the Choose Translator dialog box to configure all
compatible handheld applications with the PC application and file (or
folder) you selected. If all of the data you want to synchronize is in a
single file or folder, use this option to configure all of your handheld
applications at once.
• When you’ve finished in the Choose Translator dialog box, click
the OK button to return to the Configuration dialog box.
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