Introduction to CorporateSync

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CorporateSync allows you to transfer data between your calendar application and your Palm compatible platform device. With CorporateSync 2.1.2, you can synchronize with CorporateTime 5.0 or greater.

If you cannot find the installer file, contact your System Administrator. For information on HotSync setup, consult your Palm organizer handbook.

A word about terms

Calendar server refers to the server where all Entries (Meetings, Day Events, Daily Notes, Tasks and Holidays) exist. Calendar application refers to the application you use to create, edit or delete these Entries (CorporateTime, OpenTime, Netscape Calendar or Lexacom Calendar). In cases where Entries are discussed, calendar server and calendar application are used interchangeably. Where Address Books are discussed, only calendar application is used, as CorporateSync can only synchronize Address Books that exist locally on a user's machine and not on the server.

System Requirements

• CorporateTime Server 2.53, 2.57, 2.60, 3.5x, 4.0 or greater, or Netscape Calendar Server 3.5 or greater
• Macintosh OS System 7.1.2 up to version 9
• 8 MB RAM minimum (64 MB recommended)
• Palm MacPac version 2 or greater
• Palm platform compatible device (e.g. Palm III, V, VII, or WorkPad)

Installing CorporateSync

1. If you already have data in your Palm Desktop, you should perform a HotSync before installing CorporateSync.
2. Run the CorporateSync installer on your computer and follow the on-screen instructions. If you have an evaluation copy, contact Steltor for information on obtaining a permanent copy.
3. If you have a previous version installed on your computer, the installer will automatically locate it and overwrite it.
4. This installation replaces the Palm Desktop with your calendar application Entry information. If you have data in the Palm Desktop, the installer will move it to a folder entitled Disabled Conduits. Turn on the palm organizer and place it in its cradle.
5. Press the HotSync button on the front of the palm organizer cradle. The CS Setup application will be installed on your palm organizer.
6. Note: You may get error messages in the HotSync log saying that CS Setup cannot be located. Ignore these messages.
7. If the HotSync Manager is running, the installer will ask if you wish to close it. Click Yes to exit the HotSync Manager.
8. Click the HotSync icon in your HotSync folder and select HotSync Manager.
9. From the HotSync menu, choose Conduit Settings. A list of synchronizable items appears. Choose how you want CorporateTime Events, Tasks and Addresses to be synchronized by double-clicking on each item. A dialog box appears.
• Synchronize the files: Synchronize all information that exists on both your Palm organizer and in CorporateTime.
• Macintosh overwrites hand-held: Information in your CorporateTime Agenda overwrites Events, Tasks or Addresses on your Palm organizer.
• Hand-held overwrites Macintosh: Information on your Palm organizer overwrites Entries, Tasks or Addresses on your Macintosh.
• Do Nothing: The specified Entry type is not synchronized.
10. Select a user name from the top of the Conduit Settings dialog box. If there is only one user name, it will be selected automatically. For more information on the Conduit Settings dialog box, consult your palm organizer Handbook.

CorporateSync is now installed but no Entry information has been synchronized.

Note: CorporateSync does not require that a calendar application be installed on your machine. However, CorporateTime/OpenTime 4.0 or greater is required to synchronize an off-line Agenda or Address Book.

Limitations

• Upgrading your Palm device to OS 3.3 may result in loss of data if you have a previous version of CorporateSync installed. To avoid this error, please install CorporateSync 2.1.2 before you upgrade to OS 3.3. If you have already encountered this error, upgrade to CorporateSync 2.1.2 to resolve the problem.
• The palm organizer does not recognize different time zones. Make sure your calendar application's time zone corresponds to the palm organizer's.
• You cannot synchronize the palm organizer's repeating Events. You can, however, synchronize your calendar application's repeating Entries.
• If you change a timed Event to an untimed Event, or vice versa, on your palm organizer, the change will not appear in your calendar application.
• It is recommended that you only synchronize the palm organizer with your on-line Agenda. Synchronizing with the off-line Agenda can (and usually does) cause duplicate Entries. See Appendix A for details.
• You cannot HotSync Address Book Entries when your calendar application is open on your Macintosh.
• CorporateSync is unable to present a list of possible matches for duplicated names. To avoid this problem, enter as much unique user information as possible (e.g. organization unit, etc.).

Avoiding Problems

There are a few steps you can take to minimize potential problems:

• After you upgrade to CorporateSync 2.1.2, HotSync immediately before performing other operations
• When possible, create and modify your Entries using the calendar application. This is especially recommended when dealing with repeating Entries.
• Set the Private Records option in the palm organizer's Security application to "Show".
• Choose Refresh all from the calendar application View menu after performing a HotSync.
• Select "Set as Default" in the Change HotSync Action menu to preserve the settings you entered.

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