CorporateSync 1.1.3 for Pocket PC User's Guide

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CorporateSync allows you to transfer data between your calendar application and your Pocket PC hand-held device.

A word about terms

Calendar server refers to the server where all Entries (Meetings, Day Events, Daily Notes, Tasks and Holidays) are stored. Calendar application refers to the application you use to create, edit or delete these Entries (CorporateTime, OpenTime 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

Hand-held:

• Pocket PC (Windows CE 3.0) with MIPS, SH3 or ARM processor

• Devices supported: :
  • Compaq iPAQ
  • HP Jornada 5xx
  • Casio CASSIOPEIA EM500

Server:

• CorporateTime Server 4.0 or greater, or Netscape Calendar Server 3.5.x or greater

Desktop:

• Microsoft Windows 95, 98, 2000, ME or NT 4.0
• Intel Pentium or compatible
• 7 MB hard disk space (10 MB recommended)
• 16 MB RAM (Windows 95, 98) or 24 MB RAM (2000, ME, NT)
• CorporateTime 4.2 +
• ActiveSync 3.0 +

Installing CorporateSync

To install this application run the setup program provided with the distribution and follow the on-screen instructions:

• In the single file package, the setup program is the packaged ".exe" file.
• On the cd-rom or floppy disk, the setup program is called "setup.exe"

Installing CorporateSync places files on both the local (desktop) machine and the hand-held. Both the desktop and hand-held components must be installed in their respective locations for this product to function correctly. After installing CorporateSync on your Pocket PC, you must perform a soft-reset to complete the installation procedure.

Using the CorporateSync menu

The CorporateSync menu appears when you right-click the CorporateSync icon located in the Task Bar's system tray. The following commands appear in this menu:

• About: Lets you view information about this CorporateSync release
• Help: Opens the Help file
• View Log: Opens the CorporateSync for Pocket PC Log.
• Synchronize Now: Synchronizes your calendar application with your hand-held.
• Properties: Opens the CorporateSync Properties for Pocket PC dialog box, allowing you to enter your synchronization settings.
• Communication: Opens the ActiveSync connections settings window.
• Exit: Closes CorporateSync.

Limitations

• You cannot synchronize your hand-held's Repeating Events. You can, however, synchronize calendar server Repeating Entries.
• You cannot synchronize Address Book Entries if your calendar application is open on your PC.
• The Address Book must be stored on the PC you are connecting to.
• 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

• When possible, create and modify your Entries on the calendar server. This is especially recommended when dealing with Repeating Entries.
• Choose Refresh All on the calendar server after synchronizing.
• Do not set your calendaring application Entry Defaults to "Personal".
• Do not modify, delete or create Entries in your calendaring application or Pocket PC during synchronization. This may result in the loss of data.
• Do not disconnect the device while synchronizing. This may result in the loss of data. Instead, stop the synchronization which allows the synchronization to shut down. Then, disconnect the device.
• It is recommended that users have at least 5MB of hard disk space available.

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