Copyright: Copyright © 1997-2004 PalmSource, Inc. and its affiliates. All rights reserved. Document number 5068-002.
Citation: Copyright © 1997-2004 PalmSource, Inc. and its affiliates. All rights reserved. Document number 5068-002.


HotSync Operation Overview

A HotSync® operation is a two-way synchronization of records between your handheld and your computer. Changes that you make on your handheld or your computer are updated on both platforms after a HotSync operation. A HotSync operation backs up all your data and synchronizes only the changed portions of data, reducing the time it takes to complete a HotSync operation. You can also install applications and data from your computer to your handheld or to a Palm OS® compatible expansion card during a HotSync operation.

To perform a HotSync operation, HotSync Manager must be running. HotSync Manager is an independent application that oversees the HotSync operation. HotSync Manager monitors your computer's serial port, USB port, IR (infrared) port, network connection, or all of these, and listens for a HotSync command from your handheld.

A HotSync operation can be performed even when the Palm OS Desktop application is not running. But while a HotSync operation is in progress, you cannot use the Palm OS Desktop if the current user is the same as the one performing the HotSync operation.

You can perform a HotSync operation through five different types of connections, depending on the capabilities of your handheld and your computer. You can enable or disable each of these types of connection from the HotSync Manager menu on your computer. Click on the HotSync icon in the Windows taskbar.

Local USB	Uses a USB port on your desktop computer. Your handheld can connect to a USB port by any method–usually with a USB cradle or cable that came with your handheld.  Perform a local USB HotSync operation when you are sitting at your computer. You can use a local USB connection for the first HotSync operation.
Local	Uses a serial port on your desktop computer. Your handheld can connect to a serial port by any method–usually with a serial cradle or cable that came with your handheld. If your computer and your handheld both have Bluetooth wireless technology, then you can use it to make a local connection also.  If your computer is running Windows 98SE or Windows ME and you have an infrared port or device on your computer, enable the Local connection type and specify the serial port that your infrared port is mapped to. This allows you to perform IR HotSync operations by using the infrared port as a virtual serial port. Perform a local HotSync operation when you are sitting at your computer. You can use a local connection for the first HotSync operation.
Modem	Uses a two modems: one connected to your handheld, the other to your computer. HotSync Manager supports this type of connection only with Palm OS Garnet or earlier handhelds.
InfraRed	Uses infrared communication between the IR port on your handheld and an IR device or port on your computer. If your computer is running Windows 2000 or Windows XP, then enable this type of connection to perform IR HotSync operations. You can use an infrared connection for the first HotSync operation.
Network	Uses any method by which your handheld connects directly to a network–for example, Bluetooth or WiFi (802.11) technology to connect to a network access point, a handheld modem to dial into a network, or a special Ethernet cradle/cable. Your desktop computer must also be accessible on the network. You can use a network HotSync operation when you are away from your computer.
What do you want to do?

    Perform your first HotSync operation

    Perform a local HotSync operation

    Perform an IR HotSync operation

    Perform a network HotSync operation

    Change HotSync Manager startup options

    Change a HotSync conduit action

    View the HotSync log


Performing the First HotSync Operation

To perform the first HotSync® operation

1.	Connect your handheld to the cradle/cable.

2.	Start HotSync Manager if it is not already running.

3.	From the HotSync Manager menu, choose Local USB, Local, or both.

•	If you’re using a serial connection, select Setup from the HotSync Manager menu, click the Local tab, and select the serial port where the cradle/cable is attached.

4.	Press the HotSync button on the cradle/cable. The next actions depend on the security level that you set on your handheld:

•	If set to Medium or High, then your handheld asks whether you want to register the HotSync application as a synchronization service. If you tap

Yes, then your handheld can synchronize your secure data with trusted desktop computers.

No, then your handheld cannot synchronize your secure data with any desktop computer, but otherwise operates normally.

•	If set to None, then your handheld registers the HotSync application as a synchronization service and can synchronize your secure data with any trusted desktop computer. This is the security level set on most handhelds by default.

5.	In the Create or Select HotSync User dialog box on your desktop computer, either enter the name of a new user account you want to create or select an existing user account to synchronize with.

IMPORTANT:  Every handheld should have a unique user account name. To prevent loss of a user’s records, never try to synchronize more than one handheld to the same user account.

6.	Click OK.

7.	The next actions depend on the security level that you set on your handheld:

•	If set to Medium or High, then your handheld asks whether you want to store your secure data on this desktop computer. If you tap

Yes, then your handheld adds the current desktop computer to its list of "trusted" desktops. Your handheld can synchronize and backup your secure data only on trusted desktop computers.

No, then the HotSync operation does not synchronize or backup your secure data, but otherwise continues normally.

•	If set to None, then your handheld trusts by default the first desktop computer that it performs a HotSync operation with. This is the security level set on most handhelds by default. The HotSync operation continues automatically, synchronizing and backing up all your data, including secure data. When the HotSync operation is done, your handheld notifies you that it has established trust with this desktop computer. You can change the trust status of any desktop computer from your handheld at any time.

For more information about securing data on your handheld, see the documentation that came with your handheld.

8.	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 cradle/cable.

Note   You can also use infrared communication for the first HotSync operation.

  Related Topics


Performing a Local Cradle/Cable HotSync Operation

To perform a local cradle/cable HotSync® operation

1.	Connect your handheld to the cradle/cable.

2.	Start HotSync Manager if it is not already running.

3.	From the HotSync Manager menu, choose Local USB and/or Local.

4.	Press the HotSync button on the cradle/cable.

•	The first time you perform a HotSync operation, you must either enter the name of a new user account you want to create or select an existing user account to synchronize with and click OK. Every handheld should have a unique user account name. To prevent loss of a user’s records, never try to synchronize more than one handheld to the same user account.

•	To stop a HotSync operation that is in progress, click Cancel in the HotSync Progress dialog box on your computer or handheld. It may take several seconds for the HotSync operation to stop.

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 cradle/cable.


Copyright and Trademarks

Copyright © 1997-2004 PalmSource, Inc. All rights reserved. PalmSource, HotSync, the HotSync logo, Palm OS, and Palm Powered are trademarks of PalmSource, Inc. or its affiliates. All other product and brand names may be trademarks or registered trademarks of their respective owners.


Changing HotSync Manager Startup Options

HotSync® Manager must be running on your computer to perform a HotSync operation. By default, HotSync Manager starts automatically when you start your computer.

To choose how to start HotSync Manager

1.	Choose Setup from the HotSync Manager menu.

2.	Select a startup option from the General tab of the Setup dialog box.

Always available
HotSync Manager launches when you start your computer.

Available only when the Palm OS Desktop is running
HotSync Manager launches when you start the Palm OS® Desktop application.

Manual
HotSync Manager launches only when you select it from the Windows Start button Programs menu.

3.	Click OK.


Finding the Palm OS Version on Your Handheld

To find out which version of Palm OS® software your handheld uses:

1.	Turn on your handheld and go to the Applications Launcher. (On most handhelds, tap the home icon.)

2.	Tap the Menu icon.

3.	From the App menu, choose Info.

4.	Tap Version.

The top of the Info dialog displays the version of Palm OS that your handheld is running.

If the Info dialog says…	then your handheld is running…
Palm OS® Cobalt v.6.x.x	Palm OS Cobalt
Palm OS® Garnet v.5.x.x  or Palm OS® software v. 5.x.x	Palm OS Garnet
Palm OS® software v. 4.x.x or 3.5	An earlier version of Palm OS that is supported by Palm OS Desktop, HotSync Manager, and Install Tool
Anything earlier	A version of Palm OS that might not work properly with Palm OS Desktop, HotSync Manager, and Install Tool

Some features of Palm OS Desktop, HotSync® Manager, and Install Tool depend on whether your handheld is running Palm OS Cobalt, Palm OS Garnet, or an earlier version of Palm OS. If a feature is supported for handhelds running only some versions of Palm OS, the topic describing the feature states the specific versions it works with. To determine whether your handheld can use a particular feature, find the Palm OS version on your handheld as described above and refer to the table. If the topic describing the feature says that it works with the Palm OS version running on your handheld, then you can use the feature.


IR HotSync Operation Overview

If your handheld uses Palm OS® software 3.5 or later, its infrared (IR) port supports the IrCOMM implementation of the IrDA standards for infrared communication. This means that you can use the IR port to perform wireless HotSync® operations; you don't need your HotSync cradle/cable. This is especially useful if you travel with an infrared-enabled laptop.

To find out which version of Palm OS software your handheld uses, see Finding the Palm OS Version on Your Handheld.

Is your computer ready for infrared communication?

To perform an IR HotSync operation your computer must meet the following requirements:

•	Support the IrCOMM implementation of the IrDA standards.

•	Have an enabled infrared port that’s built into the computer, or an enabled infrared device attached to the computer. No other application can be using the infrared port while HotSync Manager is enabled for IR operations.

•	Have an infrared driver installed.

If you are not sure whether your computer meets these requirements, refer to the documentation that came with your computer and operating system.

If your computer is ready for infrared communication, set up HotSync Manager for infrared communication and then perform IR HotSync operations.

What do you want to do?

    Set up HotSync Manager for infrared communication

    Perform an IR HotSync operation


Setting up HotSync Manager for IR Communication

To configure HotSync® Manager for infrared (IR) communication:

From the HotSync Manager menu, make sure InfraRed is checked.

•	If your computer has an infrared port and is running Windows 2000 or Windows XP, use the InfraRed option on the HotSync Manager menu to enable infrared communication. HotSync Manager is now communicating with the infrared port. If you have other infrared devices connected to your computer, such as a camera, you cannot use those devices again until you uncheck the InfraRed command on the HotSync Manager menu.

•	If your computer has an infrared port or device connected to it and is running Windows 98SE or Windows ME, then use the Local option on the HotSync Manager menu to enable infrared communication. Follow these steps:

1.	From the HotSync Manager menu, make sure Local is checked.

2.	Choose Setup.

3.	Click the Local tab.

4.	In the Serial Port drop-down box, select the simulated serial port that your computer uses for infrared communication.

Note: See the documentation for your operating system for instructions on finding the simulated port. This information is usually located in the Control Panel.

5. Click OK.

Note: If your cradle/cable is connected to a serial port, you cannot use your HotSync cradle/cable again until you reconfigure the HotSync Manager to communicate with the port defined for cradle/cable synchronization. If your cradle/cable is connected to a USB port, you can continue to use it while HotSync Manager is configured for infrared communication.

To return to Local cradle/cable HotSync operations:

1.	If needed, connect the cradle/cable to your computer.

2.	From the HotSync Manager menu, choose Setup

3,	Click the Local tab.

4.	Select the COM port where your cradle/cable is connected.

5.	Click OK.

The next time you want to perform a HotSync operation, just press the HotSync button on the cradle/cable, as you always did in the past.


Performing an IR HotSync Operation

To perform an infrared (IR) HotSync® operation:

1.	Turn on your handheld.

2.	In the Applications Launcher, tap the HotSync icon.

3.	Tap Local.

4.	Tap the pick list below the HotSync icon and select Infrared or IR to a PC/Handheld.

5.	Position the IR port of your handheld within a couple of inches of the infrared port of your computer.

6.	On your handheld, tap the HotSync icon to start the IR HotSync operation.

 Related Topics


Modem HotSync Operation Overview

A modem HotSync® operation allows you to synchronize information even when you are away from your computer. To perform a modem HotSync operation you use two modems—one connected to your handheld, the other connected to your computer—to communicate over a telephone line.

Handheld – Handheld Modem – Computer Modem – Computer

Before performing a modem HotSync operation, you must configure the computer and handheld on which you will perform the HotSync operation. If you are not using a handheld modem, the modem you use with the handheld must have an on/off switch. Your handheld cannot "wake up" a modem with an auto-off feature. Performing a modem HotSync operation requires a special modem cable.

Note   HotSync Manager supports modem HotSync operations only with Palm OS Garnet or earlier handhelds. Palm OS Cobalt handhelds can use a modem to perform a network HotSync operation instead.

What do you want to do?

    Find out which version of Palm OS my handheld uses

    Set up the computer for a modem HotSync operation

    Set up the handheld for a modem HotSync operation

    Perform a modem HotSync operation


Performing a Modem HotSync Operation

Note   HotSync® Manager supports modem HotSync operations only with Palm OS® Garnet or earlier handhelds. Palm OS Cobalt handhelds can use a modem to perform a network HotSync operation instead.

You must configure your computer and handheld before performing a modem HotSync operation.

Important   Your computer’s modem answers any calls to the phone line it is using if HotSync Manager is running, and Modem is selected on the HotSync Manager menu.

To perform a modem HotSync operation

1.	Make sure Modem is selected on the HotSync Manager menu on your computer.

2.	Make sure the modem is connected to the handheld and turned on. If you are using a handheld modem you do not need to turn the modem on.

Note: The modem you use with the handheld must have an on-off switch, if you are not using a handheld modem.

3.	Ensure that no other communications application is running on the same serial port of the computer to which the modem is attached.

4.	Connect the special modem cable to the handheld’s universal connector.

5.	Connect the other end of the cable to the modem.

•	If you are using a handheld modem, press the HotSync button, and skip the next four steps.

6.	Turn on your handheld.

7.	Tap the Applications icon.

8.	Tap the HotSync application.

9.	Tap the Modem Sync icon.

The HotSync application performs these steps:

•	Opens communications with the handheld modem and configures the modem.

•	Instructs the modem to dial the number of the telephone line connected to your computer’s modem.

•	Waits for the modems to connect.

•	When the connection is established, performs the HotSync operation.

•	When the HotSync operation is complete, closes the connection and reports the results to you.

  Related Topics


Computer Setup for Modem HotSync Operation

Note   HotSync® Manager supports modem HotSync operations only with Palm OS® Garnet or earlier handhelds. Palm OS Cobalt handhelds can use a modem to perform a network HotSync operation instead.

Before you can perform a modem HotSync operation you must set up communications parameters on your computer and prepare it to perform the procedure.

To set up your computer for a modem HotSync operation

1.	Make sure the modem is connected to your computer and turned on.

2.	Start HotSync Manager if it is not already running.

3.	From the HotSync Manager menu, choose Setup.

Tip   If you are using the Palm OS Desktop application, you can also select Setup from the HotSync menu.

4.	Click the Modem tab.

5.	Click the Serial Port selector and select the serial port used by the modem.

6.	Click the Speed selector and select the fastest speed the modem can use.

7.	Click the Modem selector and select the modem type that best describes the modem.

The modem type determines the modem command string that displays in the String box.

•	If none of the modem types are appropriate for your modem, use the Hayes Basic type or type a command string in the String box. Refer to the manual that came with your modem for the appropriate command string.

8.	Click OK.

9.	From the HotSync Manager menu, choose Modem.

Important   HotSync Manager places the modem in auto-answer mode. In auto-answer mode, your modem answers any calls to the phone line it is using.

  Related Topics


Handheld Setup for Modem HotSync Operation

Note   HotSync® Manager supports modem HotSync operations only with Palm OS® Garnet or earlier handhelds. Palm OS Cobalt handhelds can use a modem to perform a network HotSync operation instead.

To perform a modem HotSync operation, you must specify modem and other communications parameters on your handheld. You must know the telephone number for the phone line used by the modem attached to your handheld. You may also need the following information:

•	The number you use to dial an outside line, if required.

•	If you have call waiting, the code number to disable call waiting.

•	If you will bill the call to a calling card, the calling card number.

To set up your handheld for a modem HotSync operation

1.	Turn on your handheld and tap the Applications icon.

2.	Tap the HotSync icon. Tap Modem.

3.	Tap the pick list below the icon and select a modem configuration.

Note: If you need to create a configuration, tap the Menu icon and then select Options and Connection Setup.

4.	Tap the Enter Phone # box.

5.	In the Phone Setup dialog box, enter the phone number to access your computer in the Phone # field.

6.	If you must dial a number to use an outside line, tap the Dial Prefix check box. The default outside line prefix is "9," which dials 9 then pauses momentarily. If necessary, enter a different outside line prefix.

7.	If the phone line has call waiting, tap the Disable Call Waiting check box. If necessary, enter a different code to disable call waiting. (The default is "1170,".)

8.	To use a calling card, tap the Use Calling Card check box and enter the calling card number.

9.	Tap OK.

  Related Topics


Using HotSync Manager on a Second Computer

You can use HotSync® Manager to synchronize the information on your handheld with a second computer, such as your home, laptop, or office computer. Synchronizing information on another computer allows you to maintain the same information on each computer you use.

Note: The first time you synchronize with a particular computer, the HotSync operation might take longer than usual. Subsequent HotSync operations with that computer occur at normal speed.

To perform a HotSync operation on another computer:

1.	Perform a HotSync operation with your handheld and your primary computer.

2.	Perform a HotSync operation with your handheld and your secondary computer.

HotSync Manager automatically creates a user account on your secondary computer with the same name as that assigned to the handheld on your primary computer.


Using Several Handhelds

You can use HotSync® Manager on one computer to back up and synchronize several handhelds. For example, a sales manager might want to provide handhelds to several sales representatives. The manager can then use a HotSync operation to collect information from each handheld and store it in a central location.

You should use a different user account for each handheld that you use with HotSync Manager. By doing so, HotSync Manager keeps the information for each handheld separate. In addition, when you perform a HotSync operation, HotSync Manager automatically synchronizes the handheld with the data for the user account assigned to the handheld.

Important   Synchronizing two or more handhelds with the same user account can cause unpredictable results and possibly loss of your information.

If you work with several handhelds, you may need to transfer information from one handheld to another. Rather than synchronizing the handhelds using the same user account, use the export and import commands in the Palm OS® Desktop application to share the information.

 Related Topics


Configuring Several Handhelds

Note   You can also create a user profile to install applications and data during the first HotSync® operation. If you want to use a profile, you must create it before following these steps.

To set up using several handhelds

1.	Perform an initial HotSync operation with each handheld.

2.	In the Create or Select HotSync User dialog box, either enter the name of a new user account you want to create or select an existing user account to synchronize with.

Important   Be sure to use a different user account name for each handheld. Synchronizing two or more handhelds with the same user account can cause unpredictable results and possibly loss of your information.

•	If you have a Palm OS Garnet or earlier handheld and assigned a password to your handheld, enter the password on the Palm OS® Desktop if prompted.

3.	Click OK.

 Related Topics


Troubleshooting Local Cradle/Cable HotSync Operation Problems

If a local cradle/cable HotSync® operation does not complete successfully, try these things:

•	Make sure HotSync Manager is running. If HotSync Manager is running, exit and restart it.

•	Make sure you selected Local USB and/or Local from the HotSync Manager menu or the Palm OS® Desktop application’s HotSync menu, and that the option you selected matches the location of your cradle/cable.

•	Make sure the cable from the cradle/cable is connected properly to a USB or serial port on your computer.

•	If you’re using a serial connection, make sure the serial port where you connected the cradle/cable is selected in the Local tab of the Setup dialog box.

Note: Some laptop computers fail when you try to perform a HotSync operation using a serial connection. Updating the laptop’s BIOS software may fix this problem. Contact the manufacturer of your laptop to see whether an updated BIOS is available for your laptop. Or use a USB or IR connection instead, if possible.

•	Read the HotSync log for the user account for which you are performing a HotSync operation.

•	Be sure to use a different user account name for each handheld. Never attempt to synchronize more than one handheld to the same user account.

•	Stop a HotSync operation that is in progress by clicking Cancel in the HotSync Progress dialog box on your computer or handheld. It may take several seconds for the HotSync operation to stop.

•	If your handheld is running Palm OS Garnet or an earlier version of Palm OS and you assigned a password to your handheld, then the Palm OS Desktop application prompts you for that password during the first HotSync operation. Thereafter, the Desktop application remembers the password each time you perform a HotSync operation. However, Palm OS Cobalt handhelds do not share their passwords with the Palm OS Desktop application, so you will not be prompted for your password.

If you upgrade your computer from Windows 98SE or Windows ME to Windows XP and then try to perform a Local USB HotSync operation, the Found New Hardware wizard appears. When the wizard prompts for the location of the handheld's USB driver, browse to the folder in which Palm OS Desktop is installed—typically, C:\Program Files\PalmSource\Desktop—and then open the USB_Driver folder. Choose an INF file and proceed to the next step in the wizard. If the wizard prompts you to choose again, browse to the same folder and try a different INF file, if present.

 Related Topics


Troubleshooting IR HotSync Operation Problems

When you try to select InfraRed from the HotSync® Manager menu on a computer running Windows 2000 or Windows XP, you might receive a warning message that the infrared port is already in use. If so, then open the Wireless Link control panel (Start > Control Panels > Wireless Link). On the File Transfer tab, clear the check box that says to allow others to send files to your computer using infrared communications. Try to select InfraRed from the HotSync Manager menu again.

If your computer is running Windows 98SE or Windows ME, the InfraRed option on the HotSync Manager menu is not present. Instead of enabling the InfraRed option, select Local and set up the serial port as described in Setting up HotSync Manager for IR Communication

If an IR HotSync operation does not complete successfully, try these things:

•	Make sure HotSync Manager is running. If HotSync Manager is running, exit and restart it.

•	Make sure you selected InfraRed from the HotSync Manager menu or the Palm OS® Desktop application’s HotSync menu. If you do not have an InfraRed option, make sure you selected the simulated port on the Serial tab in the HotSync Setup dialog box, and that you selected Local from the HotSync Manager menu or the Palm OS Desktop application’s HotSync menu.

•	On your handheld, be sure the HotSync application is set to Local, with the option IR to a PC/Handheld.

•	Be sure the IR port of your handheld is aligned directly opposite to, and within a few inches of, the infrared device of your computer.

•	Make sure the path between the IR port of your handheld and the infrared device of your computer is unobstructed.

•	IR HotSync operations do not work after you receive a low battery warning. Check the batteries in your handheld and replace or charge them if necessary.

•	Read the HotSync log for the user who performed the HotSync operation.

•	Be sure to use a different user account for each handheld. Never attempt to synchronize more than one handheld to the same user account.

•	Stop a HotSync operation that is in progress by clicking Cancel in the HotSync Progress dialog box on your computer or handheld. It may take several seconds for the HotSync operation to stop.

•	Dim the lights in the room or move to an area where the lighting is reduced. Sometimes excessive light can interfere with infrared communications.

  Related Topics


Troubleshooting Network HotSync Operation Problems

If the network HotSync® operation does not complete successfully, read the HotSync log for the user who performed the network HotSync operation, and refer to the following sections to confirm your computer and handheld are configured correctly.

•	Be sure to use a different user account for each handheld. Never attempt to synchronize more than one handheld to the same user account.

•	Stop a HotSync operation that is in progress by clicking Cancel in the HotSync Progress dialog box on your computer or handheld. It may take several seconds for the HotSync operation to stop.

On your computer

•	Make sure you selected Network from the HotSync Manager menu.

•	Make sure the computer is turned on, and that it does not shut down automatically as part of an energy-saving feature.

•	Make sure that your computer is accessible over the network.

•	If you are using a firewall on your desktop computer or on a router that connects your computer to a network, then the firewall might block your handheld from communicating with your computer over a network. The result is that you can start a network HotSync operation on your handheld, but it does not complete; instead your handheld displays the message "The connection between your handheld and the desktop could not be established. Please check your setup and try again." Try either disabling your firewall or opening a port in your firewall for network HotSync operations.

WARNING   Disabling your firewall or opening a port in your firewall can make your computer and the data you have on it accessible to others on the network.

If you are using the Windows XP Internet Connection Firewall, then you can follow the steps described in Configuring the Windows XP Internet Connection Firewall.

If you are using another type of firewall software or a router with a built-in firewall, contact your network administrator or read the firewall documentation to open a port in your firewall.

On your handheld

•	Make sure that the information is correct for the desktop you want to perform a network HotSync operation with. Tap Edit Desktop, select a desktop, tap Details, and confirm that the Internet Host Name or IP Address is correct. If you entered your computer’s IP address, it might have changed. Many computers are automatically assigned an IP address by a server, which can make an IP address expire after a certain period and then automatically reassign a new one.

•	If you are using an external accessory that attaches to your handheld and connects to a network, make sure the batteries in the accessory are in good working order.

Note   If you are using a Palm OS Garnet or earlier handheld, see Network HotSync Operation Overview for Palm OS Garnet or Earlier Handhelds.


Configuring the Windows XP Internet Connection Firewall

If your desktop computer is running Windows XP and has the Internet Connection Firewall enabled, then you cannot perform a network HotSync® operation. The firewall blocks your handheld from communicating with your computer over a network. The result is that you can start a network HotSync operation on your handheld, but it does not finish; instead your handheld displays the message "The connection between your handheld and the desktop could not be established. Please check your setup and try again." Try either disabling the Windows XP Internet Connection Firewall or opening a port for network HotSync operations.

WARNING   Disabling your firewall or opening a port in your firewall can make your computer and the data you have on it accessible to others on the network.

If you want to open a port in the Windows XP Internet Connection Firewall to permit network HotSync operations, follow these steps:

1.	Click the Start button and then click Control Panel.

2.	Click Network and Internet Connections and then click Network Connections.

3.	Right-click the connection that you want to configure and then click Properties.

4.	Click the Advanced tab and then click the Settings button. If the Settings button is disabled, then the Windows XP Internet Connection Firewall is turned off for this connection, so no further configuration is required.

5.	Click the Services tab and then click the Add button.

6.	In the Description of Service box, type "HotSync Manager". In the Name or IP Address box, type your computer’s name. In the External Port Number and Internal Port Number boxes, type 14238. Click the TCP option and then click OK.

In the Services list, you should see a check next to "HotSync Manager". Click OK.

7.	In the Properties dialog box, click OK.

Network HotSync operations are now permitted through the Windows XP Internet Connection Firewall.

 Troubleshooting Network HotSync Operations


Troubleshooting Modem HotSync Operation Problems

If the modem HotSync® operation does not complete successfully, read the HotSync log for the user who performed the modem HotSync operation, and refer to the following sections to confirm your computer and handheld are configured correctly.

•	HotSync Manager supports modem HotSync operations only with Palm OS® Garnet or earlier handhelds. Palm OS Cobalt handhelds can use a modem to perform a network HotSync operation instead.

•	For the first HotSync operation, you must use a local cradle/cable or infrared communication.

•	Be sure to use a different user account for each handheld. Never attempt to synchronize more than one handheld to the same user account.

•	Stop a HotSync operation that is in progress by clicking Cancel in the HotSync Progress dialog box on your computer or handheld. It may take several seconds for the HotSync operation to stop.

On your computer

•	Make sure the computer is turned on, and that it does not shut down automatically as part of an energy-saving feature.

•	Make sure the modem connected to your computer is turned on and is connected to the outgoing phone line.

•	Make sure your modem does not have an auto-off feature enabled.

•	Make sure the modem is connected properly to a serial port on your computer and is connected to the incoming phone line.

•	Make sure the Setup String you selected in the Setup dialog box configures your modem correctly. You may need to select a different modem Type or enter a custom Setup String. Most modems have a Setup String that causes them to send initial connection sounds to a speaker. You can use these sounds to check that modem connections are good.

•	Make sure the Speed you selected in the Setup dialog box is appropriate for your modem.

•	If you are have problems using the As Fast As Possible option or a specific speed, try using a slower speed.

•	Make sure you selected Modem from the HotSync Manager menu.

•	Make sure you are not running another communications program—such as America Online, CompuServe, or WinFax—that is using the serial port you selected in the Setup dialog box.

•	Make sure your modem is reset by turning the modem off, waiting a moment, and turning the modem on again.

On your handheld

•	Make sure you are using the special modem cable to connect to your modem.

Important   Do not attempt to use other cables to connect a handheld to a modem.

•	Make sure the modem cable is connected properly to your handheld and your modem.

•	Make sure your modem is turned on.

•	If you are not using a handheld modem, make sure the modem you are using with your handheld has an on-off switch. Your handheld cannot "wake up" a modem that has an auto-off feature.

•	Make sure the correct phone number is listed in the phone setup dialog box.

•	If you need to dial an outside line prefix, make sure you selected the Dial Prefix option and entered the correct code.

•	If the telephone line you are using has call waiting, make sure you selected the Disable Call Waiting option and entered the correct code.

•	Make sure the telephone line is clear; noise or static can interrupt communications.

•	Make sure you selected the correct modem, modem speed, and line type settings.

•	Make sure your modem is reset by turning the modem off, waiting a moment, and turning the modem on again. (You do not need to perform this step if you are using a handheld modem.)

•	If you are using a handheld modem, make sure the batteries are in good working order.

 Related Topics


About HotSync Manager Command

Purpose	Displays the HotSync® Manager application version and copyright information

Location	HotSync Manager menu


About HotSync Manager Dialog Box

Use the About HotSync Manager dialog box to view the version of the HotSync® Manager application.


HotSync Manager Exit Command

Purpose	Closes HotSync® Manager

Location	HotSync Manager menu

Tip	To close HotSync Manager without confirming, select the Don't Ask Again check box when the Exit HotSync Manager dialog box displays


Exit HotSync Manager Dialog Box

Use the Exit HotSync Manager dialog box to confirm exiting HotSync® Manager.

Don't Ask Again	Select this check box to exit without viewing the Exit HotSync Manager dialog box in the future.


HotSync Manager Help Command

Purpose	Displays the HotSync® Manager online Help system that describes how to use HotSync Manager

Location	HotSync Manager menu


InfraRed Command

Purpose	Prepares your computer to perform an IR HotSync® operation using a the infrared communication between your handheld and your computer

Location	HotSync Manager menu


Local Command

Purpose	Prepares your computer to perform a local HotSync® operation using a cradle/cable that connects to a serial port on your computer

Location	HotSync Manager menu


Local USB Command

Purpose	Prepares your computer to perform a local HotSync® operation using a cradle/cable that connects to a USB port on your computer

Location	HotSync Manager menu


Modem Command

Purpose	Prepares your computer to perform a modem HotSync® operation

Note:  HotSync Manager supports modem HotSync operations only with  Palm OS® Garnet or earlier handhelds. Palm OS Cobalt handhelds can use a modem to perform a network HotSync operation instead.

Location	HotSync Manager menu


Setup Command

Purpose	Displays the Setup dialog box where you can select how HotSync® Manager starts and specify HotSync communications parameters

Location	HotSync Manager menu
Palm OS® Desktop HotSync menu (if HotSync Manager is running)


HotSync Problem Dialog Box

If a HotSync® operation does not complete the synchronization successfully, the HotSync Problem dialog box displays.

View Log	Displays the HotSync log where you can view information about the user’s last few HotSync operations.


HotSync Warning Dialog Box

The HotSync Warning dialog box appears when you try to restore secure data to a handheld that either has no password or has a password different from the one that the handheld had at the time the secure data was backed up. This behavior prevents an unauthorized person (someone who doesn’t know the password that was used to secure the data) from performing a HotSync operation to transfer your secure data onto a different handheld.

Abort	Immediately stops the HotSync operation without synchronizing or restoring any data on the handheld. On the handheld, enter the correct password and perform a HotSync operation again.

Continue	Continues the current HotSync operation and restores only non-secure data to the handheld. Click Continue only if you lost your password or do not care that your secure data will be lost.

WARNING   Your will lose all of your secure data if you click Continue.


HotSync Progress Dialog Box

Use the HotSync Progress dialog box to view the progress of a HotSync® operation and the user name, or to cancel the HotSync operation.

Status	Displays the status of the HotSync operation.

User	Displays the name of the user account associated with the handheld on which a HotSync operation is currently being performed.

Tip   If you are performing a HotSync operation with your handheld for the first time, use the Create or Select HotSync User dialog box to create or select a user account to associate with the handheld.

Cancel	Stops the HotSync operation.


Conduit

A conduit specifies how to transfer and translate data between your handheld and your computer for a specific handheld application or database during a HotSync® operation.


Windows Taskbar Icons

The Windows taskbar icons are in the small indented area on the right side of the Windows taskbar. The HotSync® Manager icon is one of the taskbar icons.


Changing a HotSync Conduit Action

A conduit synchronizes data between your handheld and your computer for a specific application.

For each user account, you can specify how a conduit will behave during subsequent HotSync® operations.

To change a HotSync conduit action

1.	From the HotSync Manager menu, choose Custom.

2.	Click the User selector and select which user’s conduits you want to change.

3.	Double-click the conduit you want to change.

4.	In the Change HotSync Action dialog box, select the action you want to use.

5.	Click the Set as default check box to save these settings as the default for future HotSync operations.

Important   If you do not click the Set as default check box, the action you select occurs only during the next HotSync operation.

6.	Click OK.

7.	Repeat steps 3 - 7 to change other conduits for the selected user account.

8.	In the Custom dialog box, click Done.


Change HotSync Action Dialog Box

Use the Change HotSync Action dialog box to modify the HotSync® action of the selected conduit. The options in this dialog box depend on the conduit you select.

There are five types of conduits:

Application conduit	Specifies how to update data for handheld applications, such as the Date Book.
Install conduit	Specifies whether or not to install new applications or databases onto your handheld. This conduit transfers files of only standard Palm OS® file types to your handheld.
Install To Card conduit	Specifies whether or not to install new applications or files on an expansion card, This conduit can install files to an expansion card only if an application on the handheld is registered to accept files of that type.
HotSync Exchange conduit	Specifies whether or not to exchange files between your desktop computer and your handheld. This conduit transfers files of any type that are marked for installation to your handheld, but only if an application on the handheld is registered to accept them. It also transfers records from your handheld that you have marked to send to the desktop via a HotSync operation. This conduit works only with handhelds running Palm OS Cobalt.
Backup conduit	Specifies how to backup data for handheld software that does not have its own conduit.
Select from the following options:

Synchronize the Files	Synchronizes the data on your handheld and your computer so that both have the most current information.
Desktop Overwrites Handheld	Copies data for the application from your computer to your handheld, replacing any data on your handheld for that application. Use this action to restore your handheld.
Handheld Overwrites Desktop	Copies data for the application from your handheld to your computer, replacing any data on your computer for that application.
Do Nothing	Performs no action during the HotSync operation.
Set As Default	Makes the selected action the default when this check box is selected. Otherwise, the action you select applies only to the next HotSync operation.


Creating User Accounts

A HotSync® user account associates a handheld with the corresponding data on a desktop computer that it synchronizes with. The first time you perform a HotSync operation with a given handheld, HotSync Manager prompts you to select an existing user account or to create a new one. HotSync Manager then stores the user account name on the handheld. For subsequent HotSync operations, HotSync Manager automatically gets the user account name from the handheld and synchronizes its data with that of the associated user account on the desktop computer.

Though HotSync Manager allows you to create a user account for a given handheld at the start of the handheld’s first HotSync operation, you can use Palm OS® Desktop to create user accounts without performing a HotSync operation.

Note   Be sure to use a different user account name for each handheld you will synchronize with the desktop computer.

To create a new user account with Palm OS Desktop

1.	Click the User selector on the Palm OS Desktop application’s toolbar.

2.	Select Edit Users from the list.

3.	In the Users dialog box, click New.

4.	Type a unique name of up to 20 characters for the new user account.

5.	Click OK.


Creating a User Profile

User profiles enable you to download data from the Palm OS® Desktop application to a handheld during the first HotSync® operation, and not have it associated with a specific user account name. This makes it possible to preconfigure a number of handhelds with specific information (such as a company calendar) before you distribute them to users.

To create a user profile for the first-time HotSync operation

1.	From the Tools menu in the Palm OS Desktop application, choose Users.

2.	In the Users dialog box, click Profiles.

3.	In the Profiles dialog box, click New.

4.	In the New Profile dialog box, type a name for the new user profile.

5.	Click OK.

6.	In the Profile dialog box, click OK.

7.	Create the user profile information on the Palm OS Desktop application by entering or importing the information in the appropriate Palm OS Desktop application(s).

 Related Topics


Custom Command

Purpose	Displays the Custom dialog box where you can change the HotSync® action of the conduits for each HotSync user account

Location	HotSync Manager menu
Palm OS® Desktop HotSync menu (if HotSync Manager is running)


Custom Dialog Box

Use the Custom dialog box to view or change the actions of HotSync® conduits for each HotSync user account.

User Selector	Choose which user’s conduits you want to change.

Conduit Action List	Shows the HotSync conduits and their actions. Select a conduit to change.

Change	Click to display the Change HotSync Action dialog box where you can change the action for the selected conduit.

Default	Click to display the default HotSync action for all conduits.


Select HotSync User to View Log Dialog Box

Select the HotSync® user for whom you want to view the HotSync log. The HotSync log displays information about the last few HotSync operations for the selected user, including information about successful synchronizations and any error conditions. An equivalent, but abbreviated, log is maintained on the handheld.

User Selector	Choose which user’s log you want to view.

OK	Click to display the selected user’s HotSync log in a separate window.

Tip   When the HotSync log appears, you can select the text and copy it (Ctrl+C), then paste it (Ctrl+V) into another application.


Password Dialog Box

If you have set a password on your Palm OS® Garnet or earlier handheld, you must enter the same password on your desktop computer to perform the first HotSync® operation. (Synchronizing a Palm OS Cobalt handheld never prompts you to enter the handheld’s password on the desktop computer.)

Password	Type your password. Passwords are case-sensitive in Palm OS versions 4.0 and later, and are always lower-case in earlier versions of Palm OS.

 Related Topics


Setup Dialog Box (General Tab)

Use the General tab in the Setup dialog box to select how to start HotSync® Manager.

Always available (put In Startup folder)	HotSync Manager runs automatically when you start your computer. (You must restart your computer before this option takes effect.)
Available only when the Palm OS Desktop is running	HotSync Manager starts automatically when the Palm OS® Desktop application starts. HotSync Manager stops running when you exit the Desktop application. (If the Desktop application is running, you must exit and restart the Desktop application before this option takes effect.)
Manual (you start HotSync Manager yourself)	You must start HotSync Manager from the Start button menu.


Setup Dialog Box (Local Tab)

Use the Local tab in the Setup dialog box to select the serial port to which you connect the cradle/cable for a local cradle/cable HotSync® operation, and the speed at which the HotSync operation will occur. This is also where you enter simulated port information for infrared or Bluetooth wireless communications on many Windows computers.

Serial Port	Select the serial port to which you connected the cradle/cable.

Speed	Select the speed for the local cradle/cable HotSync operation. Select As Fast As Possible (the default) for HotSync Manager to use the fastest possible speed, or select a specific speed.

Tip   Select a lower speed if you experience problems with the speed set at As Fast As Possible.


Setup Dialog Box (Modem Tab)

Use the Modem tab in the Setup dialog box to view or select the serial port, speed, and modem settings for a modem HotSync® operation.

Note   HotSync Manager supports modem HotSync operations only with Palm OS® Garnet or earlier handhelds. Palm OS Cobalt handhelds can use a modem to perform a network HotSync operation.

Serial Port	Select the serial port to which you connected the modem cable.

Speed	Select the speed for the modem HotSync operation. The default rate, As Fast As Possible, allows the modems to find and use the fastest transfer rate. Use the As Fast As Possible option and adjust the speed downward if there are problems.

Modem	Select the modem type or manufacturer that best describes your modem. The modem type determines the modem command string that displays in the Setup String box. If none of the modem types are appropriate for your modem, use the Hayes Basic type or type a command string in the Setup String box. Consult the manual that came with your modem to find the appropriate command string.

Setup String	View or edit the command string that configures your modem.

 Related Topics


Technical Support

If you have a problem using your handheld, the Palm OS® Desktop application, or HotSync® Manager, first look in Troubleshooting for help solving the problem. You can also find troubleshooting information in the handbook(s) that came with your handheld. The Readme.txt file that was installed with HotSync Manager provides additional information that may help you solve the problem.

If you are unable to resolve the problem, gather the following information before contacting Technical Support:

1.	The Palm OS Desktop application or HotSync Manager version number.

Choose About Palm OS Desktop from the Help menu, or About from the HotSync Manager menu.

2.	The version of Palm OS software running on your handheld. See Finding the Palm OS Version on Your Handheld.

3.	The version of Windows that you are using on your computer.

4.	A description of the problem you are having, including the text of any error messages you might receive.

5.	If possible, experiment to see if you can determine the conditions that produce the problem.

Refer to the documentation that came with your handheld for technical support contact information.

 Related Topics


Create or Select HotSync User Dialog Box

The first time you perform a HotSync® operation with a given handheld, you must either create a new HotSync user account or select one that already exists on this desktop computer. HotSync Manager uses this name to associate the handheld with the data it synchronizes on the desktop computer. During this and all future HotSync operations, HotSync Manager will automatically synchronize your handheld with the data of the user account that you specify in this dialog box.

Create a new user account named	Type a unique name of up to 20 characters for the new HotSync user account. After you click OK, HotSync Manager creates a new user account and synchronizes your handheld with it.
Select an existing user account	Select the name of an existing HotSync user account. After you click OK, HotSync Manager synchronizes your handheld with this user’s data.


Performing the First HotSync Operation with a User Profile

With a user profile, you can download data into a handheld before it is associated with a user account. This makes it possible to preconfigure a number of handhelds with specific information (such as a company calendar) before you distribute them to users.

To use a Profile for the first HotSync® operation

1.	Turn on a new handheld.

2.	Connect the handheld to the cradle/cable.

3.	Press the HotSync button on the cradle/cable.

4.	In the Create or Select HotSync User dialog box, click Select an existing user account.

5.	Click the drop-down list and select the Profile to load into the handheld.

Note   The list includes both user accounts and profiles. Profiles are indicated by the word "profile" in parentheses after the name—for example, Sales (profile).

6.	Click OK.

7.	Using a profile overwrites all data currently on the handheld. In the confirmation box, click Yes if you want to proceed.

8.	If the new handheld is running Palm OS® Cobalt, it will prompt you that this desktop computer has been marked "trusted," allowing secure data to be synchronized with it. If you do not want this desktop marked "trusted," then tap Edit Desktops and clear the check box next to the name of this desktop computer, and then tap Done. Otherwise, tap Done.

 Related Topics


View Log Command

Purpose	Displays a user’s HotSync® log, where you can view information about the last few HotSync operations

Location	HotSync Manager menu
Palm OS® Desktop HotSync menu (if HotSync Manager is running)


Viewing the HotSync Log

Use the HotSync® log to view information about a user’s last few HotSync operations. If a HotSync operation does not complete successfully, then the user’s HotSync log provides information about the error.

To view a user’s HotSync log

1.	Click the HotSync icon in the Windows taskbar

2.	Click View Log and then select the account name of the user whose log you want to view. If the user account name that you want is not listed, click More. When the Select HotSync User to View Log dialog box appears, choose the user account name you want and click OK.

The user’s HotSync log appears in a separate window.


User Profile

A user profile is a unique name for information that you can download to a number of handhelds without associating to a specific user account.


Handheld Setup for Dial-In Network HotSync Operation

You must enter a remote access server (RAS) user name, password, and phone number for the server you are dialing into before you perform a dial-in network HotSync® operation. If you use Windows Dial-up networking to dial into your network from your laptop or home PC, it is likely you can use the user name, password, and phone number that display in the Windows settings. You can also ask your network administrator for this information.

Note   You can perform a dial-in network HotSync operation only with a Palm OS® Garnet or earlier handheld. Palm OS Cobalt handhelds can use a modem to perform a network HotSync operation.

To set up your handheld for a dial-in network HotSync operation

1.	On the handheld, tap the Applications icon.

2.	Tap the HotSync icon.

3.	Tap the Menu icon.

4.	Under Options, tap Modem Sync Prefs.

5.	In the Modem Sync Preferences dialog box, tap Network and then tap OK.

6.	From the HotSync screen, tap Modem.

7.	Tap Select Service below the HotSync icon.

8.	In the Network Preferences dialog box, tap the Service pick list and choose a service.

9.	Tap the User Name box and enter the RAS user name provided by your system administrator.

10.	To store your password (so you do not have to enter it each time you perform a dial-in network HotSync operation), tap anywhere in the Password field.

•	If you are concerned about security, select the Prompt option, and skip the following step. You will be prompted to enter your password each time you perform a dial-in network HotSync operation.

11.	In the Password dialog box, enter the password you use to log in to your server and then tap OK.

12.	In the Network Preferences dialog, tap the Connection pick list and choose a connection from the list.

•	To create a new connection, tap the Preferences icon in the Applications Launcher and then select Connection from the pick list in the upper-right corner.

13.	Tap the Phone field.

14.	In the Phone Setup dialog box, enter the phone number you use to access your dial-in server.

•	If you must dial a number to use an outside line, tap the Dial Prefix check box. The default outside line prefix is "9,", which dials 9 then pauses momentarily. If necessary, enter a different outside line prefix.

•	If the phone line has call waiting, tap the Disable Call Waiting check box. If necessary, enter a different code to disable call waiting. (The default is "1170.")

•	To use a calling card, tap the Use Calling Card check box and enter the calling card number.

15.	Tap OK.

16.	In the Network Preferences dialog box, tap Done.

Tip   If you perform dial-in network HotSync operations from more than one location, set up a service template for each location. For example, set up a Home template that disables call waiting and does not dial the area code, and set up a Hotel template that adds a 9 prefix and uses a calling card. For detailed information about how to configure a service, see the documentation that came with your handheld.

 Related Topics


Computer Setup for Network HotSync Operation with Palm OS Garnet or Earlier Handhelds

Before you perform a network HotSync® operation with a Palm OS® Garnet or earlier handheld, you must configure your computer.

Note   You can perform a network HotSync operation with LANSync or a dial-in network HotSync operation only with Palm OS Garnet or earlier handhelds. Palm OS Cobalt handhelds can perform network HotSync operations.

To set up your computer for a network HotSync operation

1.	From the HotSync Manager menu, select Network.

•	If you are performing a network HotSync operation with LANSync, the Network option must be selected on your computer, the Primary PC, and on the computer on which you are performing the network HotSync operation with LANSync, the front-end PC. Also, on the Primary PC, you must check the box next to your user account name in HotSync Manager > Setup > Network tab.

2.	From the HotSync Manager menu, select Settings.

3.	Click the Network Tab.

4.	Click TCP/IP Settings.

5.	Type your computer’s subnet mask address in the box.

Note: See the documentation that came with your operating system (or contact your system administrator) for information on locating your computer’s subnet mask address.

6.	Click OK.

 Related Topics


Performing a Dial-In Network HotSync Operation

Before you perform the first dial-in network HotSync® operation, make sure the network HotSync Manager software is installed on your Primary PC (the PC with your data), then set up the computer and the handheld.

Note   You can perform a dial-in HotSync operation only with Palm OS® Garnet or earlier handhelds. Palm OS Cobalt handhelds can use a modem to perform a network HotSync operation.

To perform a dial-in network HotSync operation

1.	Make sure the Modem command is selected from the HotSync Manager menu on your computer.

2.	Make sure the modem is connected to the handheld and turned on.

•	The modem you use with the handheld must have an on-off switch, if you are not using a handheld modem. If you are using a handheld modem, you do not need to turn the modem on.

 3.	Ensure that no other communications application is running on the same serial port of the computer to which the modem is attached.

4.	Connect the special modem cable to the handheld’s serial connector.

5.	Connect the other end of the cable to the modem.

•	If you are using a handheld modem, press the HotSync button, and skip the next four steps.

6.	Turn on your handheld.

7.	Tap the Applications icon.

8.	Tap the HotSync icon.

9.	Tap the Modem Sync icon.

The HotSync application performs these steps:

•	Opens communications with the handheld modem and configures the modem.

•	Instructs the modem to dial the number of the telephone line connected to your Remote Access Server.

•	Waits for the modems to connect.

•	When the connection is established, performs the HotSync operation.

•	When the HotSync operation is complete, closes the connection and reports the results to you.

 Related Topics


 Network Command

Purpose	Prepares your computer to perform a network HotSync® operation.

Location	HotSync Manager menu


Network HotSync Dialog Box - Would You Like To Copy Your Data To This PC?
Network HotSync Dialog Box — Would You Like To Copy Your Data To This PC?

Use the Network HotSync Dialog Box - Would You Like To Copy Your Data To This PC? dialog box to create a user account on the local PC and perform a local cradle/cable or IR HotSync® operation when a network HotSync operation cannot complete successfully.

Yes	Select Yes to create a user account on the local machine and perform a local cradle/cable or IR HotSync operation.

No	Select No to end the HotSync operation.


Network HotSync Dialog Box - Make This PC Your Primary PC?
Network HotSync Dialog Box — Make This PC Your Primary HotSync PC?

Use the Network HotSync Dialog Box — Make This PC Your Primary PC? to select whether to use the computer on which you are performing a local cradle/cable or IR HotSync® operation your Primary PC.

Yes	Select Yes to make the computer on which you are performing a local cradle/cable or IR HotSync operation the computer that is used to synchronize information when you perform a network HotSync operation with LANSync.

No	If the Local USB, Local, or InfraRed options are selected on the HotSync Manager menu, select No to perform a local cradle/cable or IR HotSync operation with the computer you are currently using.

If the Network option is selected on the HotSync Manager menu, select No to perform a network HotSync operation using LANSync to synchronize with your Primary PC.


 Setup Dialog Box (Network Tab)

Note   If your handheld is running Palm OS® Cobalt, then you do not need to select your user account name in this dialog box to perform a network HotSync® operation. Instead you need only to select Network on the HotSync Manager menu. Your user account name will be listed in this dialog box, but you do not need to select it.

The Network tab of the Setup dialog box applies only to users with Palm OS Garnet or earlier handhelds. Use this dialog box to select the user account(s) that will be synchronized when you perform a network HotSync operation, or to display the TCP/IP Settings dialog box, where you can configure the TCP/IP settings used for network HotSync operations.

Primary PC check box	Select the check box beside the user account name to select the computer as the Primary network HotSync PC for that user.
TCP/IP Settings	Click to display the TCP/IP Settings dialog box, where you can view and configure TCP/IP settings for the network HotSync operations.
Important	You should only have to modify the settings if you encounter problems while performing a network HotSync operation. (Ask your system administrator if you are not sure about how to configure these settings.)
 Related Topics


TCP/IP Settings Dialog Box

Use the TCP/IP Settings dialog box to view and configure TCP/IP settings for network HotSync® operations.

Tip   By entering your PC’s subnet mask address, you can reduce the amount of time it takes to perform a network HotSync operation.

Primary PC Name	View the Host name of the computer.
Primary PC Address	View the IP address of the computer. If you have more than one network adapter installed, select the IP Address to use to identify your Primary network HotSync PC. (Ask your system administrator if you are not sure about which IP Address to use.)
Subnet Mask	View or specify your PCs subnet mask address. Note: See the documentation that came with your operating system (or contact your system administrator) for information on locating your computer’s subnet mask address.


Troubleshooting Dial-In Network HotSync Operation Problems

If the dial-in network HotSync® operation does not complete successfully, refer to the following sections to confirm your computer and handheld are configured correctly, and determine where problems are occurring.

Note   HotSync Manager supports dial-in network HotSync operations only with Palm OS® Garnet or earlier handhelds. Palm OS Cobalt handhelds can use a modem to perform a network HotSync operation instead.

Verify that your handheld and modem are configured correctly

•	Make sure you are using the special modem cable to connect to your modem.

Important   Do not attempt to use other cables to connect a handheld to a modem.

•	Make sure the modem cable is connected properly to your handheld and your modem.

•	Make sure your modem is turned on. (You do not need to turn a handheld modem on.)

•	Make sure the modem you are using with your handheld has an on-off switch, unless you are using a handheld modem. Your handheld cannot "wake up" a modem that has an auto-off feature.

•	Make sure the correct phone number is listed in the phone setup dialog box.

•	If you need to dial an outside line prefix, make sure you selected the Dial Prefix option and entered the correct code.

•	If the telephone line you are using has call waiting, make sure you selected the Disable Call Waiting option and entered the correct code.

•	Make sure the telephone line is clear; noise or static can interrupt communications.

•	If you have created Service templates, make sure the current Service template is the correct one for the location you are dialing from.

•	Make sure the Connection settings are appropriate for the situation.

•	Make sure you selected the correct modem, modem speed, and line type settings.

•	Reset the modem by turning it off, waiting a moment, and then turning it back on again. (You do not need to perform this step if you are using a handheld modem.)

•	Make sure the batteries on your handheld are in good working order.

•	If you are using a handheld modem, make sure the batteries are in good working order.

The Would You Like To Copy Your Data To This PC dialog box appears

•	The Primary Setup on your handheld is empty (perhaps, because you have not performed a HotSync operation after installing the HotSync Manager software). When you perform a local cradle/cable or IR HotSync operation, the local PC does not have a user account name that matches with the one on your handheld.

•	You are performing a HotSync operation (or a network HotSync operation with LANSync) with a foreign PC (a PC other than your Primary PC) and the Network command on either the foreign PC or your Primary PC is disabled.

•	You are performing a HotSync operation (or a network HotSync operation with LANSync) with a foreign PC and HotSync Manager could not find your Primary PC on the network. When you are prompted with a message, you chose to perform a local cradle/cable or IR HotSync operation with the foreign PC.

•	You are performing a HotSync operation (or a network HotSync operation with LANSync) with a foreign PC and the LANSync option on your handheld is disabled. When you were prompted with a message to choose to perform a LANSync or a local HotSync operation, you chose local HotSync operation.

Displaying expanded service connection progress messages

You can identify at what point in the login procedure the connection fails by displaying the expanded Service Connection Progress messages. Expanded Service Connection messages describe the current stage of the login procedure. Press the Scroll Down button at any point during login to display these messages.

Viewing the Network Log

The Network Log lists the communication between your modem and your dial-in server during the login procedure. The information displayed in the Network Log can help your system administrator determine where in the login procedure communication is failing and why.

To view the Network Log:

1.	On the handheld, open the Network Preferences dialog box and tap the View Log command from the Options menu.

2.	Tap the up and down arrows on the scroll bar to see the entire contents of the Network Log.

3.	After you finish, tap Done to return to the Network Preferences dialog box.

Never get modem sounds

If you hear some dialing, but you never get the modem sounds, verify your phone settings. This means not only the phone number, but also the prefix or if using a calling card the card number, and the number of commas used to pause. Try out the phone settings manually with the phone to make sure they work.

Authentication error message

If you receive an Authentication Error during the log-in procedure, tap on the service name (below the Modem Sync icon), then tap Edit. Verify the user name and password are correct for the dial-in server.

If you are dialing into an NT RAS dial-in server, it might require the MSCHAP protocol.

PPP Timeout message

If you receive a PPP Timeout during the log-in procedure or another time during a dial-in network HotSync operation, you may be using a poor quality phone line. Try again and you might get a better connection. You can also try lowering the baud rate in the Modem setting on the Modem tab of the HotSync Manager Setup dialog box. You might also try using a different carrier. In many areas in the U.S. you can now dial a prefix to your number to use a different carrier. For example, 102881 uses AT&T and 106241 uses MCI.

Cannot Find Your PC error message

If you make a PPP connection (signified by the flashing cursor in the upper right portion of the screen), but HotSync Manager cannot find your PC, try the following:

•	Check the Primary PC

The most common reason HotSync Manager cannot find the Primary PC is that something is wrong with the Primary PC. Network may not be selected from the HotSync menu, HotSync Manager may not be running, or the computer may be not be accessible because it is powered off or crashed. In remote situations, you must have someone help you troubleshoot the problem.

Choose Settings from the HotSync Manager menu and click the Network tab.

•	Verify the TCP/IP Settings are correct.

•	Verify that the check box beside the user account name is selected.

•	Verify that you performed an initial local cradle/cable or IR HotSync operation

If you did not perform a local cradle/cable or IR HotSync operation after you installed network HotSync Manager, it will not find your PC.

Adding a DNS Number

If your network requires a DNS number and you have not entered that information in the Details dialog box under Network Preferences on your handheld, it will appear that you have successfully logged on to your network, but when you try to perform a network HotSync operation, the connection will fail. If this occurs, try adding a DNS number. Ask your system administrator for the correct primary and secondary DNS IP numbers to use.

Using a valid user name

Most dial-in servers do not accept spaces in the user name.

 Related Topics


Overview of Using HotSync Manager with Palm OS Garnet or Earlier Handhelds

Versions 6 and later of the HotSync® Manager application enable you to perform HotSync operations with handhelds running Palm OS® versions 3.5 through 4.x, Palm OS Garnet, and Palm OS Cobalt. However, the following HotSync features are available only for Palm OS Garnet or earlier handhelds:

•	Performing a network HotSync operations with LANSync

•	Performing a dial-in network HotSync operation

•	Performing a modem HotSync operation

Performing Local and IR HotSync operations are available for handhelds running all versions of Palm OS.

Palm OS Cobalt handhelds can perform an enhanced type of network HotSync operation that handhelds running Palm OS Garnet or earlier cannot.

 Related Topics


Performing the First HotSync Operation with Palm OS Garnet or Earlier Handhelds

To perform the first HotSync® operation with a Palm OS® Garnet or earlier handheld

1.	Connect your handheld to the cradle/cable.

2.	Start HotSync Manager on your desktop computer if it is not already running.

3.	From the HotSync Manager menu, choose Local USB, Local, or both.

•	If you’re using a serial connection, select Setup from the HotSync Manager menu, click the Local tab, and select the serial port where the cradle/cable is attached.

4.	Press the HotSync button on the cradle/cable.

•	If you assigned a password to your handheld, then enter the password on the on your desktop computer when prompted. HotSync Manager prompts for your password on the desktop only during the first HotSync operation with this desktop computer.

5.	In the Create or Select HotSync User dialog box on your desktop computer, either enter the name of a new user account you want to create or select an existing user account to synchronize with.

IMPORTANT:  Every handheld should have a unique user account name. To prevent loss of a user’s records, never try to synchronize more than one handheld to the same user account.

6.	Click OK.

8.	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 cradle/cable.

Note: You can also use infrared communications for the first HotSync operation.

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Network HotSync Operation Overview for Palm OS Garnet or Earlier Handhelds

A network HotSync® operation allows you to synchronize information when you are away from your computer. There are two types of network-to-HotSync connections for Palm OS® Garnet or earlier handhelds:

Dial-In Network HotSync	Uses a modem connected to your handheld to dial into a server on your network. Use a dial-in network HotSync operation if you are out of the office and have dial-in permission. Handheld – Modem – Network – Computer
Network HotSync with LANSync	Uses a cradle/ cable connected to a USB or serial port or infrared communication on any computer that has network HotSync Manager installed on your local area network (LAN) or a wide area network (WAN). Use a network HotSync operation with LANSync when you are sitting at another computer that has network HotSync Manager installed.  This type of network HotSync operation relays synchronization operations from the computer your handheld is directly connected with, the front-end PC, to the one you want to synchronize with, the Primary PC. Your handheld data is not synchronized with the front-end PC. Handheld – Front-end PC – Network – Primary PC
Note   These types of network HotSync operations are possible only with Palm OS Garnet or earlier handhelds. See Network HotSync Operation Overview for information on network HotSync operations for handhelds running Palm OS Cobalt.

Before performing a network HotSync operation, you must confirm network HotSync Manager is installed, perform a local cradle/cable or IR HotSync operation, then configure the computer and handheld on which you will perform network HotSync operations.

What do you what to do?

    Find out which version of Palm OS my handheld uses

    Perform a network HotSync operation with LANSync

    Perform a dial-in network HotSync operation

    Set up my computer for network HotSync operations

    Set up my handheld for a dial-in network HotSync operation


Performing a Network HotSync Operation with LANSync

Use a network HotSync® operation with LANSync to synchronize data when you are in the office, but not at your computer. You can use any computer on the network that has a cradle/cable and the network HotSync Manager application installed. Before you perform the first network HotSync operation with LANSync, confirm the network HotSync Manager software is installed on your Primary PC (the PC with your data), perform a local cradle/cable or IR HotSync operation, and then setup the computer to perform a network HotSync operation with LANSync.

Note   You can perform a network HotSync operation with LANSync only with a Palm OS® Garnet or earlier handheld. Palm OS Cobalt handhelds can perform network HotSync operations.

To perform a network HotSync operation with LANSync

1.	Make sure HotSync Manager is running on your Primary PC and the front-end computer attached to the cradle/cable you will use to perform the network HotSync operation with LANSync.

2.	On the HotSync Manager menu of the front-end computer, make sure Network and one or more of the following are selected: Local USB, Local, and InfraRed.

3.	Make sure Network is selected on the HotSync Manager menu of the Primary PC.

4.	Make sure the box next to your user account name is checked in the HotSync Manager menu > Setup > Network tab on the Primary PC.

5.	From the Application Launcher on your handheld, tap the HotSync icon.

6.	Tap the Menu icon.

7.	If LANSync is not on, turn it on by performing the appropriate command for your handheld:

•	Tap the Choose LANSync Prefs command on the HotSync menu and tap LANSync.

•	Tap the Turn LANSync On command on the HotSync menu.

8.	Connect your handheld to the cradle/cable connected to the computer you are using to perform the network HotSync operation with LANSync.

9.	Press the HotSync button on the cradle/cable.

  Related Topics


Choose Conduit Dialog Box

Use the Choose Conduit dialog box to select which HotSync® conduit to use when more than one can synchronize with the same application on your handheld.

Conduit  Selection List	Shows HotSync conduits that can synchronize with the same handheld application. Select one of these conduits to use.
Ignore	Click to tell HotSync Manager to ignore all of the conduits on this list. The next time you perform a HotSync operation, HotSync Manager will not use any of the conduits on this list to synchronize with the application on your handheld. HotSync Manager will ask you again later to choose one of these conduits to use. Important   If you click Ignore, then the data used by the application will not be synchronized and might not be backed up either.
OK	Click to use only the conduit you selected from this list. HotSync Manager remembers your choice and does not ask you to choose again later.


Network HotSync Operation Overview

A network HotSync® operation allows you to synchronize information when you are away from your computer. Network HotSync technology enables you to perform a HotSync operation directly between your handheld and a desktop computer over any TCP/IP network. The Internet and most corporate networks are TCP/IP networks.

Handheld – Network – Computer

Your handheld may be able to connect to a network in several ways, depending on the capabilities of your handheld or additional accessories that connect with it. For example, your handheld may be able to connect to a network using a wireless connection like Bluetooth or WiFi (802.11) technology, by dialing into a network with a handheld modem, or by using a special Ethernet cradle/cable.

A network HotSync operation transfers information over a network connection between your handheld and a desktop computer that has HotSync Manager 6 or later installed. From your handheld you specify which desktop computer that you want to synchronize with.

Note   Only handhelds running Palm OS® Cobalt can perform this type of direct network HotSync operation. See Overview of Using HotSync Manager with Palm OS Garnet or Earlier Handhelds for more on the types of HotSync operations that Palm OS Garnet or earlier handhelds can perform with HotSync Manager 6.

What do you what to do?

    Perform a network HotSync operation

    Set up my computer for network HotSync operations

    Set up my handheld for network HotSync operations

    Find out which version of Palm OS my handheld uses


Performing a Network HotSync Operation

Use a network HotSync® operation to synchronize data when you are not at your computer, but your handheld is connected to a network. If your handheld is running Palm OS® Cobalt, you can use any TCP/IP network connection type to directly connect to any computer on the network.

Before you perform the first network HotSync operation, confirm that version 6 or later of the HotSync Manager application is installed on your computer, setup the computer to perform a network HotSync operation, and then setup your handheld to indicate which desktop computer you want to synchronize with.

To perform a network HotSync operation

1.	Make sure HotSync Manager version 6 or later is running on the computer you want to perform a HotSync operation with.

2.	Make sure Network is selected on the HotSync Manager menu on your computer.

3.	From the Application Launcher on your handheld, tap the HotSync icon.

4.	Make sure that a desktop computer is selected in the pop-up menu below the HotSync button on the screen.

5.	Tap the HotSync button on the screen.

The HotSync application on your handheld performs these steps:

•	Opens communications with the network.

•	Waits for your handheld to connect with the network, if it is not already connected.

•	When the connection to the network is established, performs a HotSync operation with the desktop computer that you selected.

 Related Topics


Computer Setup for Network HotSync Operation

Before you perform a network HotSync® operation with a handheld running Palm OS® Cobalt, you must configure your desktop computer.

To set up your computer for a network HotSync operation

1.	From the HotSync Manager menu, select Network.

No further setup is required on your computer.


Handheld Setup for Network HotSync Operation

The HotSync® application on your handheld relies on your handheld’s network connection, so make sure that your handheld can access the network before you continue. If it cannot access the network, contact your system administrator or read the documentation that came with your handheld to learn how to set up your handheld’s network connection.

Note   This topic describes how to set up a Palm OS® Cobalt handheld. For Palm OS Garnet or earlier handhelds, see Overview of Using HotSync Manager with Palm OS Garnet or Earlier Handhelds.

After you have confirmed that your handheld can access the network, you must switch the HotSync application on your handheld from Local to Network mode. Then add or select an existing desktop computer before you perform a network HotSync operation. This is the desktop computer that you want to perform a network HotSync operation with.

To set up your handheld for a network HotSync operation

1.	Turn on your handheld and tap the Applications icon.

2.	Tap the HotSync icon.

3.	From the HotSync screen, tap Network.

4.	Tap the pop-up list below the HotSync button on the screen and select a desktop computer to perform a network HotSync operation with.

Your handheld stores the names of all desktop computers that you have performed a HotSync operation with. If the desktop that you want to synchronize with is not on this list, then continue to the next step.

To add or edit a desktop computer to synchronize with

5.	Tap Edit Desktops.

6.	In the Edit Desktops dialog, tap Add Desktop, if you want to add a new desktop computer to perform a HotSync operation with. If you want to edit information about an existing desktop, tap one of the desktops in the list and then tap Details. You need to fill in the following information:

	Name	The name of the desktop computer. Give it a name that is meaningful to you, but don’t use the same name twice.
	Internet Host Name	The hostname and domain of the desktop computer. To get this information for computers most versions of Windows, click the Start menu button, Settings, Control Panels, System. In the System Properties dialog box, click the Network Identification tab.
	IP Address	The Internet Protocol (IP) address of the desktop computer. This is optional if you provide the host name.
You must fill in either the Internet Host Name or the IP Address; if you fill in one of these, then the other is optional.

7.	Tap OK.

8.	If you are editing an existing desktop that you have already performed a HotSync operation with, then you can tap the check box next to that desktop to indicate whether it is a trusted desktop. If you check Trusted, then your secure data will be synchronized with this desktop computer. If you leave the check box clear, then your secure data is not synchronized.

Note   You cannot check a desktop’s Trusted box until after your first HotSync operation with this desktop computer.

9.	Tap Done.