Chapter 22 Using Personal Digital Assistant (PDA) Synchronization

The Personal Digital Assistant Synchronization (PDA Sync) application enables you to synchronize data from Sun applications, such as Calendar Manager, with data in a similar application on your PDA. It also enables you to install applications and databases from your workstation or server to your PDA.

For example, applications that have been downloaded from the web can be copied to your PDA using PDA Sync. All illustrations in this document depict the software interacting with a PDA.

The applications correlate as Calendar manager/Date Book, Address manager/Address Book, Desktop Mail/Mail, and Text Note/Memo Pad. PDA Sync supports most Palm Pilot Computing platform handheld devices, including the Palm V, Palm III and PalmPilot Professional Edition.

• Accessing PDA Sync Software

• Configuring Synchronization

• Configuring Conduits

• Configuring the Log

• Starting Synchronization

• Checking Status

---

Note –

Please refer to "About PDA Sync" in the online help pulldown menu for important information on the differences between Sun's PDA Sync and 3COM's HotSync product.

---

Accessing PDA Sync Software

Access the PDA Sync software using the following procedure.

1. Using the desktop icon, open the Applications pull-down menu from the Front Panel (typically at the bottom of your screen), click on Applications to open Application Manager.

2. Double-click on Desktop_Apps to locate the PDA Sync icon.

3. Click on the PDA Sync icon.

   You can also access the PDA software by entering /usr/dt/bin/sdtpdasync an the command line.

   In order to make the PDA Sync icon more accessible in the future, drag and drop the PDA Sync icon from the Desktop_Apps screen into the Install area of the Application pull-down menu or into your user space.

   For more information on the PDA Sync application, see the Help information on the PDA Sync software.

Configuring Synchronization

The application opens by default to the Synchronization tab.

Figure 22–1 Configuring Synchronization

The application begins a synchronization operation using current or default configurations on the currently active or default conduits, as defined on the Conduits tab. The first thing you must do when the Synchronization window appears is establish the port setting in the Synchronization Properties window.

Setting Synchronization Properties

Clicking the properties button (the one with a checkmark on it) on the Synchronization tab brings up the Synchronization Properties dialog box (refer to the following figure). This dialog contains all of the PDA Sync options that are not directly related to specific conduits and therefore do not belong in the conduit configuration dialog boxes. The options in this dialog box are not likely to require changing very often.

Figure 22–2 Setting Synchronization Properties

In this dialog you can:

• Set the serial port. Select the port from the options list to which you connected the PDA.

• Set the port speed. The default is “As fast as possible”. The choices in this pull-down menu are the speeds that are supported by the API.

• Set the “Iconify application window after synchronization” to ON (default) or OFF. The window will minimize itself to an icon automatically upon completion of the sync. If it is turned OFF, the window will remain open on the screen after the sync is completed.

Configuring Conduits

The Conduits tab contains a list of all the conduits that are available to the PDA Sync application. This is not a fixed list, as conduits can be added and removed. Active conduits are indicated with a check mark. A Synchronize operation runs all of the active (checkmarked) conduits ONLY, as shown in the following figure.

Figure 22–3 Configuring Conduits

The buttons below the scrolling list represent actions you can take on the selected conduit in the list (except the Add Conduit button). When the pointer is over one of the buttons, the button name is displayed in a small Button Tag that appears near the button. The button names in the toolbar are:

• “Change Conduit Settings” (a checked box) - brings up the configuration dialog for that particular conduit and is disabled if more than one item is selected.

• “Toggle the Conduit's Activate State” (a check mark) - Either activates or deactivates the conduit. When a conduit is active, it is executed in the next synchronization.

• “Add New Conduit to List” (a plus (+) symbol) - Brings up a file selection dialog enabling you to add new conduits. (See the Adding a Conduit section.)

• “Delete Conduit from List”(a minus (-) symbol) - Removes the conduit from the list, after a confirmation dialog.

Calendar

The Configure Calendar Conduit window enables you to determine how appointments are synchronized between calendar applications. Refer to the following figure.

Figure 22–4 Configuring the Calendar Conduit

In this window you can:

• Change the host name. The default is user@host.

• Specify the base calendar on the workstation or server.

• Determine a rolling date range to synchronize. The default range is six months.

• Determine what information is displayed for others to see on private appointments marked on your PDA.

• Change the data synchronization direction to:

  • Synchronize the files (this is the default) — merges the calendar information on your desktop and your PDA.

  • Desktop overwrites PDA — replaces your PDA calendar information with the calendar information you have on your workstation.

  • PDA overwrites desktop — replaces your desktop calendar information with the calendar information you have on your PDA.

Memo

The Configure Memo Conduit window enables you to synchronize text files between the desktop and the PDA as shown in the following figure.

Figure 22–5 Configuring the Memo Conduit

You change the data synchronization direction to:

• Synchronize the files (this is the default) — merges together information on your desktop and your PDA.

• Desktop overwrites PDA — replaces your PDA memo information with the memo information you have on your workstation.

• PDA overwrites desktop — replaces your desktop memo information with the memo information you have on your PDA.

In the memos directory, separate directories can be created for different categories of memos, such as Business and Personal. These become categories on your PDA when synchronized. Conversely, new categories on your PDA become directories in the memo folder on your file system when synchronized. If the category directory is deleted from the desktop, the category and all of its records are deleted from the handheld device when synchronized.

Address

The Configure Address Conduit dialog box (refer to the following figure) enables you to determine how entries are synchronized between address applications.

Figure 22–6 Configuring the Address Conduit

In this window you can select the data synchronization direction. The default is to merge the data. In the address directory, subdirectories can be created for different categories of addresses, such as Business and Personal. These become categories on your PDA when synchronized. If the category directory is deleted from the desktop, the category and all of its records are deleted from the handheld device when synchronized. Additional layers of subordinate directories are not supported.

System

The Configure System Conduit backs up all system information, graffiti shortcuts, and any .pdbs and .prcs that are NOT already associated with other applications. The default is that your PDA overwrites the desktop. Refer to the following figure.

---

Note –

You should choose "Desktop overwrites PDA" only if everything on your PDA has been corrupted or lost. Refer to the following figure.

---

Figure 22–7 Configuring the System Conduit

Mail

The Configure Mail Conduit window tells your PDA your INBOX location. Refer to the following figure.

In this dialog you can define the IMAP location of the INBOX (server.domain) or the local location of the INBOX (path and filename).

In addition, the IMAP choice requires that you submit a login ID and password. You can save the login and password to avoid retyping. If the ID and password are NOT saved, synchronization is interrupted every time with the following dialog box (refer to the following figure).

Figure 22–8 Configuring the Mail Conduit

You can choose to have the desktop mailbox overwrite your PDA mailbox. This is set to “OFF” by default.

---

Note –

This option should only be used if your PDA INBOX folder is not in sync with your desktop.

---

All other setup for mail synchronization is done on your PDA. When you synchronize, your PDA automatically:

• Sends mail from the Outbox.

• Destroys the deleted mail in the Deleted folder.

• Does the things you have defined in the options.

In the Mail synchronization options on the PDA, you can tell your PDA to:

• Synchronize mailbox (for example, make the two Inboxes identical, given the constraints, which include no attachments and truncation of messages). This is the same as setting the PDA parm option to All.

• Send mail from the Outbox only and retrieve nothing. This is the same as setting the PDA parm option to Send Only.

• Synchronize mail according to a filter. This is the same as setting the PDA parm option to Filter. The messages are truncated to a specified length; the range is: 250, 500, 1000, 2000, 4000, 6000, 8000. The filter can operate two ways:

  • Ignore messages with a certain criteria and retrieve all others.

  • Retrieve messages with a certain criteria and ignore all others.

Installer

The Configure Installer Conduit window allows you to determine which files (applications or databases) to install on your PDA. Refer to the following figure

Figure 22–9 Configuring the Installer Conduit

In this dialog you can display all the files that are available for installation to your PDA. These are all the files currently in the default install directory. Use the Add PalmPilot Applications window refer to the following figure), by clicking the plus (+) symbol, to add files. To delete files from the list, select the file and click the minus (-) symbol. All files in the list are installed on the next sync operation.

Figure 22–10 Adding an Application

Adding a Conduit

Click the Add button on the Add PalmPilot Applications window to get to the Add Conduit window. This enables you to add conduits to PDA Sync. Refer to the following figure.

Figure 22–11 Adding a Conduit

The available conduits come from one of three categories, represented in the pull-down menu:

• Personal Conduits (default) — Conduits that you may have obtained from the Web or elsewhere.

• System Default — The default set that the PDA Sync application comes with (for example, Calendar, Memo, Address). You should use conduits from this category to replace any defaults that have been deleted.

• System Additions — Any third-party conduits added automatically through packages.

If you want to add a new conduit not currently in any of the folders, press the “Import Conduit” button to bring up the Import Conduit dialog. Refer to the following figure.

Figure 22–12 Importing a Conduit

Select a file and press the Import button. The file will be copied into the selected folder. If it is a conduit previously deleted from the Conduit tab, it will automatically be added back to the list. If the Conduit is a new one, then the Associate Conduit dialog will display. Refer to the following figure.

A list of the available databases will display in this list only if they are already installed on the PalmPilot. If you want to install a new database you must first install the database (refer to the Installer section under Configuring Conduits).

Then select a database in the list and click OK. The conduit will be added to the conduit list.

Figure 22–13 Associating Conduits

Configuring the Log

To configure the log you must first go to the Log tab. Refer to the following figure.

Figure 22–14 Configuring the Log

To configure the Log you must access the Log Properties dialog by clicking on the checked box Refer to the following figure.

Figure 22–15 Configuring the Log Properties

In this dialog you can:

• Set log file properties (a log file will be saved by default).

• Append to the last log file.

• Overwrite the last log file.

• Show diagnostic information in log (default is OFF).

Viewing the Log

The third tab in the PDA Sync application lets you view the activity log for each synchronization. This area consists of a vertical and horizontal scrolling read-only text field, which displays a real-time log of a sync or install operation. Refer to the following figure.

Figure 22–16 Viewing the Log

By default, the top of the log is displayed at the top of the data window. Because the log file can be appended (see Log Properties dialog in the next section), the top of the current log may be at the bottom of the file. This means that the scroll bar may be at the bottom of the window when the log is displayed; scrolling up reveals previous logs.

By default, the date on which the sync operation is performed is displayed at the top and bottom of the current log. Time stamp information is added as appropriate. You can also choose to show full debugging information in the log through an option on the Log Properties dialog.

If a failure occurs during a synchronization operation, the log is displayed automatically. At the time the failure occurs, the system beeps, the log shows where the failure occurred, and the sync operation is aborted. These entries usually give as much information as is reasonable to provide. You may also turn on debugging information in the Log Properties dialog in order to troubleshoot. After a failure occurs, the application does not minimize itself, regardless of the "Iconify application window after synchronization" setting in the Application Properties dialog.

Printing the Log

The log is saved to disk as a text file. The log file can also be printed. Refer to the following figure.

Figure 22–17 Printing the Log

Starting Synchronization

The PDA Sync application is available as an icon on the Common Desktop Environment (CDE) desktop. It is activated when you first log in. When you exit the application, restart it manually in order to perform synchronization again.

The following figure shows that the application is ready to synchronize, as indicated by the status line. At this point, you may press the sync button on your organizer's cradle.

If you are synchronizing for the first time after installing PDA Sync, a dialog box appears asking you to name your organizer. If your organizer already has a name, this dialog box does not appear. Refer to the following figure.

Figure 22–18 Naming Your PDA

If your organizer has a password, a dialog box asks you for it every time you run the application. If your organizer does not have a password, this dialog does not appear. Refer to the following figure.

Figure 22–19 Assigning Your PDA a Password

Checking Status

The status area contains information about the current operation. This information includes status or prompt text, an animated graphic that indicates that an operation is in progress, and a progress bar that shows estimated progress during a sync operation.

Figure 22–20 Checking Synchronization Status

The progress bar is not displayed unless a sync or install operation is in progress. Choosing Cancel Synchronization pauses the sync operation and brings up a confirmation dialog box. If you choose the Cancel button, the sync is aborted. If you choose Continue, the sync operation continues.

Completion of a sync operation is indicated by an audio signal. If the "Iconify application window after synchronization" option is checked in Application Properties, the window minimizes itself to an icon automatically upon completion of sync.

---

Note –

To cancel synchronization click on the Cancel button.

---