Report
User Guide Problems and Errors
| Install Sync for Palm Enabled Devices
|
Overview
Palm Synchronization is a way for Accelerator users to
synchronize selected contacts and calendar data to a Palm enabled
device. Each Accelerator user id can have a single machine
set up with the Palm sync. Do not attempt to set-up
multiple systems with the same Palm device , as this scenario will
generate synchronization problems. Only contacts which have
been placed in the My Phone Book folder are synchronized to the
Palm device. Hence, the user must ensure that all contacts that are
required for sync are placed in the My Phone Book folder prior to
synchronizing the Palm device.
How
To Add All Accelerator Contacts to Your 'My Phone Book'
Folder
How to Force all New Contacts to Your 'My Phone Book'
Folder
STEP 1 - Installing the Conduit
You must first setup your palm device according to the
instructions that shipped with your hardware. Failure to
follow the manufacturer's setup instructions will result in
Accelerator Palm Sync Failure.
- From the |Synchronize| menu in Accelerator, select |Install
Sync for Palm OS Devices|. The following dialogue box will
appear:
- Click the |Install Conduit| button to begin the Accelerator
Palm Conduit Installation.
- Click |OK| to complete the installation. Advance to step
- 2.
STEP 2 - Synching your Palm Device to Accelerator
- Press the sync button on your palm device. The Hotsync progress
dialogue box may appear followed by the Accelerator Login
screen.
- From the Accelerator Login screen, enter the appropriate login
information (if required). Click the |Login| button to
continue.
- From the Palm Sync Settings dialogue box, select the following
settings for your palm sync. Click the |Save| button to save
your configuration.
Address Book Options
Calendar/To-do Options
- From the 'Palm Address Book Import Options' dialogue box you
may select to clear the palm device or import existing contacts
already on the palm into the Accelerator application. It is
important to note, that by selecting the option to import the
existing palm contacts to Accelerator, contact duplication may
result. Such a scenario will occur if those contacts already
on the palm device are the same or similar to those already in
Accelerator. If this is the case, you may opt to select the
'Clear Palm before First Sync' option. Make the appropriate
selections to begin the sync process. The Palm to Accelerator setup
process is now complete. Depending upon the amount of data
selected for sync, the initial sync process make take some
time.
In a network environment you will be prompted to select a specific
calendar to sync with. For instance, your network may use a
shared calendar to which you may wish to sync.
WARNING!
CHECKING ONLY ONE OR BOTH OF THE ABOVE OPTIONS WILL IMAGE THE
CONTACTS IN THE ACCELERATOR MY PHONE BOOK FOLDER AND/OR ACCELERATOR
CALENDAR TO THE PALM. ALL CONTACTS IN YOUR PALM DEVICE WILL BE
OVERWRITTEN AND WILL NOT SYNC TO ACCELERATOR. IF THIS IS NOT
THE SYNC ACTION YOU WISH TO TAKE, BE SURE TO SELECT AT LEAST THE
FOLLOWING ADDITIONAL OPTIONS
Phone Book
Calendar/To-Do
Disabling the Accelerator Phone Book Conduit
To disable the Accelerator Phone Book conduit, do the following:
- Right Click the Hotsync manager in the windows system tray
(shown below) and select "custom" from the menu.
- Clicking the custom option opens the Custom screen (shown
below). From the 'Custom' dialogue box, double click
the 'Accelerator Phone Book' option. Optionally, you can
highlight the 'Accelerator Phone Book' conduit and click the
|Change| button.
- To disable the sync for the currently configured user, place a
check in the |Disable the Sync to Office Accelerator for this Palm
User| box and click |Save|. Selecting this option will
disable the Accelerator palm conduit.
Resetting the Accelerator Palm Sync
Resetting the Accelerator Palm Sync may be useful and
necessary when making configuration changes such as a new palm
device, new Accelerator user to palm sync, or troubleshooting
Accelerator to Palm sync problems. To reset the palm sync,
follow the directions below:
Before proceeding, make sure you know your
Accelerator password. If you do not, or are unsure, change
your Accelerator password before proceeding.
How To Change Your
Accelerator Password
If you are configuring a new palm device,
you must un-install the Palm Desktop Software and re-install and
configure the new palm device per the manufacturers
instructions.
- Open the Accelerator phone book and select File|Clear Password
Auto-Login Only|.
- Right Click the Hotsync manager in the windows system tray
(shown below) and select "custom" from the menu.
- Clicking the custom option opens the Custom screen
(shown blow). From the Custom dialogue box, double
click the 'Accelerator Phone Book' option. Optionally, you can
highlight the 'Accelerator Phone Book option and click the |Change|
button.
- Do Not check |Disable the Sync to Office Accelerator for
this Palm User| box. Click |Save|.
- You will be prompted to log-in to Accelerator
- After log-in, the Palm Sync Setting dialogue box
will display (shown below). From the Palm Sync Settings
screen, Do Not make any configuration changes. Click the
|Reset Palm| button,
- Click |OK|
- Click |Yes|.
- Click |OK|
- Click |Save|. DO NOT change any settings.
- Click |Done|.
- Optional
To ensure that all previous Accelerator to Palm sync data
files have been deleted, you may run the following Sync Reset
Utility:
Download and install the following utility:
http://www.oasupport.com/downloads/syncreset.exe
Click the |Reset Palm Sync| button to remove all Accelerator to
Palm sync files:
Now follow the palm sync setup
instructions to begin a new sync.
Modifying your Existing Accelerator Sync Settings
You can modify the Accelerator to Palm Sync setting to
enable or disable certain user defined sync preferences. To
do so, follow the directions below:
- Right Click the Hotsync manager in the windows system tray
(shown below) and select "custom" from the menu.
- Clicking the custom option opens the Custom screen (shown
blow). From the Custom dialogue box, double click the
'Accelerator Phone Book' option. You can also highlight the
'Accelerator Phone Book option and click the |Change|
button.
- Do Not check |Disable the Sync to Office Accelerator for
this Palm User| box. Click |Save|.
- You will be prompted to log-in to Accelerator
- After log-in, the Palm Sync Setting dialogue box
will display (shown below). From the Palm Sync Settings
screen, select or deselect any of the sync preferences each of
which is described below
WARNING!
CHECKING ONLY ONE OR BOTH OF THE ABOVE OPTIONS WILL IMAGE THE
CONTACTS IN THE ACCELERATOR MY PHONE BOOK FOLDER AND/OR ACCELERATOR
CALENDAR TO THE PALM. ALL CONTACTS IN YOUR PALM DEVICE WILL BE
OVERWRITTEN AND WILL NOT SYNC TO ACCELERATOR. IF THIS IS NOT
THE SYNC ACTION YOU WISH TO TAKE, BE SURE TO SELECT AT LEAST THE
FOLLOWING ADDITIONAL OPTIONS
Phone Book
Calendar/To-Do
View Log: From the palm sync setting screen, you
may also view the sync log by clicking the |View Log| button which
will open the palm sync log file (shown below). The log file
will provide you with a detailed log of each sync on a specific
date or time. In addition, data overwritten in Accelerator by
the palm device can be retrieved from the log file, as the file
will display the data structure before and after the sync.
This is especially useful if contact data synched from the Palm to
Accelerator is incorrect or unintentionally overwritten. It
may than be retrieved from this log file.
|
- You may sync only one palm device per user to
Accelerator. If you wish to sync an additional palm to a user
already setup to sync with a palm, you must reset the palm sync and setup the new device
for use with Accelerator.
- Duplication Check: Upon first sync, the Accelerator sync
algorithm will NOT check for duplicate entries.
- The following information from Accelerator will sync to the
Palm OS:
| Accelerator Phone Book Fields |
Palm OS Fields |
| Title |
Title |
| First |
First Name |
| Last |
Last Name |
| Company |
Company |
| Street 1 |
Address |
| Street 2 |
Address |
| City |
City |
| State |
State |
| Zip |
Zip Code |
| Country |
Country |
| Phone #1 |
Phone #1 |
| Phone #2 |
Phone #2 |
| Phone #3 |
Phone #3 |
| Phone #4 |
Phone #4 |
| Email #1 |
Email |
| Accelerator Calendar Fields |
Palm OS Fields |
| Tasks & Todos |
Todos |
| Appointments |
Appointments |
| Accelerator Phone Type Fields |
Palm OS Fields |
| Business |
Work |
| Business Fax |
Fax |
| Callback |
Work |
| Car |
Mobile |
| Cell |
Mobile |
| Company |
Work |
| Direct Line |
Work |
| Disconnected |
Work |
| Fax |
Fax |
| Fax Modem |
Fax |
| Home |
Home |
| Home Fax |
Fax |
| ISDN |
Work |
| Main Line |
Main |
| Mobile |
Mobile |
| Office |
Work |
| Other |
Other |
| Other Fax |
Fax |
| Pager |
Pager |
| Primary |
Work |
| Radio |
Work |
| Telex |
Work |
| Blank |
Work |
