3Com Network HotSync User manual

Network HotSync
Handbook

page ii Network HotSync Handbook
Copyright
Copyright © 1998 3Com Corporation or its subsidiaries. All rights reserved.
3Com, the 3Com logo, Palm Computing, Graffiti and HotSync are registered
trademarks, and PalmPilot, Palm III, Palm OS, Palm, the Palm Computing
Platform logo, the PalmPilot logo and the Palm III logo are trademarks of Palm
Computing Inc., 3Com Corporation or its subsidiaries. Other product and brand
names may be trademarks or registered trademarks of their respective owners.
This product is not manufactured by Pilot Corporation or Pilot Corporation of
America, manufacturers and distributors of writing instruments.
Disclaimer and Limitation of Liability
3Com Corporation and its subsidiaries assume no responsibility for any damage
or loss resulting from the use of this handbook.
3Com Corporation and its subsidiaries assume no responsibility for any loss or
claims by third parties which may arise through the use of this software. 3Com
Corporation and its subsidiaries assume no responsibility for any damage or loss
caused by deletion of data as a result of malfunction, dead battery or repairs. Be
sure to make backup copies of all important data on other media to protect
against data loss.
Important: Please read the “3Com End User Software License Agreement” before
using the accompanying software program(s). Using any part of the software
indicates that you accept the terms of the 3Com End User Software License
Agreement.

Contents page iii
Contents
Chapter 1: Getting Started ............................................................ 1
About Network HotSync Software ............................................1
System Requirements..................................................................3
Installing Network HotSync Software.......................................3
Setting up Dial-in Support on Your Palm III Organizer...........5
Chapter 2: Performing a Network HotSync Operation................ 9
Performing a Dial-in Network HotSync Operation..................9
Performing a Direct Network HotSync Operation .................11
Chapter 3: Reference.................................................................... 15
Palm III Organizer HotSync Menu Commands ......................15
Palm Desktop Network HotSync Options...............................19
Appendix A: Troubleshooting...................................................... 25
TCP/IP Problems.......................................................................25
“Cannot Find Your Computer” Problems ...............................28
Technical Support......................................................................29
3Com End User Software License Agreement............................ 30
Limited Warranty.......................................................................... 32
Index.............................................................................................. 35

Chapter 1: Getting Started page 1
Chapter 1
Getting Started
This handbook describes how to use the
network HotSync®software to remotely
synchronize your computer and a Palm III™
connected organizer. For information on
how to use other Palm III organizer
applications and HotSync software, refer to
the Applications Handbook for the Palm III
Organizer.
About Network HotSync Software
The network HotSync application enables you to synchronize
your e-mail, date book, to-do list, address book, expenses, and
memos — all the information that helps you stay organized —
via a network connection. Using network HotSync software,
you can synchronize your information either via a dial-in
connection with a modem, or via a direct network connection
over a local area network (LAN) or wide area network (WAN).
The initial setup for both methods is the same: simply install
the network HotSync software on your Primary computer (the
computer with your data) and then perform a local HotSync
operation. The local HotSync operation transfers the
information needed to perform a network HotSync operation to
your Palm III organizer.
Dial-in Network HotSync Operations via a Modem
You can use network HotSync to dial into your corporate
network and perform a HotSync operation with your Primary
computer through a modem. You can use this option to dial
into servers made by U.S. Robotics, 3Com®, Ascend, Cisco, and
Shiva, as well as Windows®NT computers set up with Remote
Access Services (RAS).

page 2 Network HotSync Handbook
RAS, PPP, or TCP/IP-enabled
dial-in server
Your Palm III
organizer
Your Primary
computer
In general, the dial-in network HotSync feature should be
compatible with almost any TCP/IP-enabled dial-in server.
Once configured, all you have to do is attach a PalmPilot™
Modem and press the HotSync button. The Palm III organizer
dials into your network, finds your computer on the network,
and synchronizes your files.
Direct Network HotSync Operations via a LAN or WAN
You can use network HotSync to synchronize your Palm III
organizer with your Primary computer over a LAN or WAN.
This option lets you synchronize your Palm III organizer from
any computer on your network which has the network HotSync
software installed. Whether you are on different floors of the
same building, across the country, or on the other side of the
world, you can still synchronize your Palm III organizer with
your Primary computer.

Chapter 1: Getting Started page 3
Los Angeles
Your Primary
computer
Your
Palm III
or
g
anizer
Chicago
Router Router
System Requirements
■PalmPilot Professional 2.0, Pilot 1000, Pilot 5000, PalmPilot
Personal with 2 MB Palm Upgrade, or Palm III organizer
■Palm Desktop 3.0 software
■Windows 95 or Windows NT 4.0
■Windows 95, Windows NT 4.0 TCP/IP or Chameleon 32 bit
TCP/IP stack.
■PalmPilot Modem or compatible modem with modem cable
(for dial-in network HotSync operations only)
Note: Macintosh and Windows 3.x systems are not supported.
Installing Network HotSync Software
Because a majority of Palm III organizer users will not use
network connections, this feature is not part of the standard
installation. This approach conserves memory resources on
your Palm III organizer and on your computer.
Follow the instructions in this section to install the network
HotSync software if either of the following applies:

page 4 Network HotSync Handbook
■You own a Palm III organizer and you have never installed
the network HotSync software
■You upgraded your PalmPilot to Palm III level hardware
and you have never installed the network HotSync software
If you own a PalmPilot Professional and have not upgraded to
Palm III level hardware, you must purchase the network
HotSync software that is compatible with that product. The
price is $69, and the part number is 90106U. You can obtain
order information on the Palm web site:
http://www.palm.com.
If you upgraded your PalmPilot Professional and PalmPilot
Desktop 2.0, and you installed the network HotSync software
before the upgrade, then you do not need to install the network
HotSync software. In this situation the Palm Desktop 3.0
software automatically installs and enables the network
HotSync software during installation.
Note: The following instructions assume the Palm Desktop 3.0
software is already on your computer.
To install the network HotSync software:
1. Download the setup program from the Palm web site
(http://www.palm.com) and store it in the
C:\Windows\Temp folder.
2. Exit all open Windows programs and disable any virus-
scanning software.
3. Select Run from the Start menu to open the Run dialog.
4. Type C:\Windows\Temp\Setupex.Exe and click OK. If
you stored the setup program in another location, then
enter that folder name instead. For example, if you used
C:\My Documents, enter C:\My Documents\Setupex.Exe.
5. Follow the on-screen installation instructions.
6. Place your Palm III organizer in its cradle and perform a
local HotSync operation to complete the network HotSync
software installation.

Chapter 1: Getting Started page 5
Setting up Dial-in Support on Your
Palm III Organizer
If you plan to use the network HotSync software only for direct
network synchronization, skip to “Performing a Direct Network
HotSync Operation” in Chapter 2.
To use the dial-in feature of the network HotSync software, you
must enter the user name, password, and phone number for the
server with which you want to connect. Ask your System
Administrator for this information before you begin the setup
process.
Tip: If you use Windows 95 Dial-up networking to dial into
your network from your laptop or home computer, it’s
likely you can use the same user name, password, and
phone number for the network HotSync software dial-in
support feature.
Some networks or services may require other dial-in settings in
addition to the ones described in the following instructions. If
your network or service requires additional information, see the
Applications Handbook for the Palm III Organizer for information
about editing and creating a service template.
To setup dial-in support for the network HotSync software:
1. Tap the icon in the Applications Launcher of your Palm
III organizer to display the HotSync screen.
Tap here
2. Tap the text below Modem Sync to open the Network
Preferences screen.

page 6 Network HotSync Handbook
3. Enter the user name you use to connect through your
remote access server in the User Name field.
Note: Most dial-in servers do not accept spaces in the user
name.
4. If you want to enter the password automatically, tap
anywhere in the Password field to open the Password
dialog, enter the exact password you use to log in to your
server, and then tap the OK button to return to the Network
Preferences screen.
Tap here Enter password here
Note: The Password field identifies the password you use
to log in to your server. This field displays two
possible settings: Prompt (the default setting) or
Assigned. If you enter a password, your Palm III
organizer displays the word, “Assigned,” and
automatically enters the password during the log-in
procedure. If you do not enter a password in this
field, your Palm III organizer displays the word,
“Prompt,” and asks you to enter a password during
the log-in procedure.

Chapter 1: Getting Started page 7
Tip: If you are concerned about security, select the
Prompt option.
5. Tap the Phone field to open the Phone Setup dialog.
Enter your
dial-in server’s
phone number here
6. Enter the phone number you use to reach your dial-in
server.
Note: If the phone number is outside your local service
area, make sure you enter 1 and the area code
before the phone number. For details about the
options in this dialog, see “Network Preferences
and TCP/IP Software” in the Applications Handbook
for the Palm III Organizer.
7. After you finish entering the phone number information,
tap the OK button to confirm your selection and return to
the Network Preferences screen.
8. In the Service field enter a name that corresponds to the
settings that you have defined. For example, if you entered
the settings you need to connect to the server from home,
you might enter “Home” as the Service name.
Enter a Service name

page 8 Network HotSync Handbook
Tip: If you plan to use the network HotSync software
from various locations, you can set up different
service templates with various phone number
settings for your needs. For example, you could set
up a template called “Home” that disables call
waiting and does not dial the area code — and you
could set up another template called “Hotel” that
adds a “9,” prefix and uses a calling card.
9. Tap Done to return to the Remote Setup screen.
10. Select the Service name you just entered and tap the OK
button to complete the setup process.
Now you are ready to perform a dial-in network HotSync
operation. See the next chapter for details.

Chapter 2: Performing a Network HotSync Operation page 9
Chapter 2
Performing a Network HotSync
Operation
Once set up correctly, it is very simple to perform a network
HotSync operation. If you are using the dial-in support feature
and have the PalmPilot Modem, simply snap on the modem,
attach the RJ11 analog phone line and press the HotSync button
on the modem. A direct network HotSync operation is even
easier--just place your Palm III connected organizer into the
cradle of a computer on the network that has network HotSync
software installed and press the HotSync button.
If you have trouble performing a network HotSync operation
and have carefully followed the instructions in the “Getting
Started” chapter, refer to “Troubleshooting” in Appendix A.
Tip: Before you go on the road with your Palm III organizer
and the network HotSync software, test your
configuration while you’re still close to your computer.
Use a nearby analog phone line to test dial-in support,
or a colleague’s computer to try a direct network
HotSync operation. This way, you can easily fix
configuration problems you might find.
Performing a Dial-in Network HotSync Operation
Before you perform your first dial-in network HotSync
operation, you must complete the following steps (see the
previous chapter, “Getting Started,” for details):
1. Install the network HotSync software on your computer.
2. Perform a local HotSync operation.
3. Set up a Service template with the correct user name,
password and phone number for your dial-in server.

page 10 Network HotSync Handbook
To perform a Dial-in network HotSync operation:
1. Turn on your computer and make sure it is connected to
your network.
2. Start the HotSync Manager.
3. Confirm that the Network item in the HotSync Manager
menu is checked.
4. Connect the Palm III organizer to the PalmPilot Modem, or
connect the special modem cable from the serial connector
on the Palm III organizer to a standard external modem.
Warning: Do not attempt to use other kinds of cables, even
if they appear similar.
5. Attach a standard phone cable (RJ11) from an analog phone
outlet to your modem.
6. If you have a PalmPilot Modem, press the HotSync button
on the PalmPilot Modem to start your Palm III organizer
and after a few seconds the modem begins to dial.
If you have an external modem, continue with the following
steps:
a) Turn on the Palm III organizer.
b) Tap the icon to open the Applications Launcher.
c) Tap the icon to open the HotSync screen.
d) Tap the Modem Sync icon to open the Service
Connection Progress dialog.
Note: When the connection is established, a flashing
vertical bar appears in the upper-right corner of
the Palm III organizer screen, and the HotSync
screen appears while the HotSync operation
takes place.
e) Wait for a message to appear indicating that the
HotSync operation is complete.

Chapter 2: Performing a Network HotSync Operation page 11
Performing a Direct Network HotSync Operation
A direct network HotSync operation enables you to synchronize
your Palm III organizer with your Primary computer over a
local or wide area network. Using this feature, you can access
your Primary computer from a cradle and a computer located in
another room, another building or around the world. You can
perform a direct network HotSync operation from any
computer on your network that has a Palm III organizer cradle
attached to it and is running the network HotSync software.
Terminology
To help clarify how a direct network HotSync operation works,
you should know two terms: “Primary computer” and “Foreign
computer.”
■The Primary computer is the computer you use for local
synchronization. This is the computer where your data
resides, and it is the computer that your Palm III organizer
looks for when performing a network HotSync operation.
■A Foreign computer is another computer on your local area
or wide area network that is running the network HotSync
software. When you perform a direct network HotSync
operation, you put your Palm III organizer into the cradle of
a Foreign computer. When you press the HotSync button,
the Foreign computer finds your Primary computer on the
network and synchronizes with it.
When you perform a direct network HotSync operation, your
Primary computer drives the synchronization, not the Foreign
computer connected to the cradle you are using. The Foreign
computer simply forwards requests to, and receives replies
from, your Primary computer. This means you don’t need to
have any of your personal Palm Desktop software (including
your conduits) installed on the Foreign computer you use for a
direct network HotSync operation.
Also, the Foreign computer you use to perform a direct network
HotSync must have the Palm Desktop and the network HotSync
software installed on it.

page 12 Network HotSync Handbook
To prepare your Primary computer for a direct network HotSync
operation:
1. Click the HotSync icon on the Windows system tray to open
the HotSync Manager menu.
Network item checked
2. Make sure the Network item is checked. If it isn’t checked,
click Network to select it.
Note: If you perform both local and network HotSync
operations on your Primary computer, it is fine to
leave both of those items checked in the HotSync
Manager menu. In fact, you could have the Modem
option checked as well.
To prepare the Foreign computer for a direct network HotSync
operation:
1. Find a cradle connected to a computer that has the network
HotSync software installed.
2. Make sure Network is checked in the HotSync Manager
menu on the Foreign computer’s desktop. If Network is not
checked, choose it from the HotSync Manager menu.
Note: If the HotSync Manager menu does not include a
Network command, then you know that this
Foreign computer does not have the network
HotSync software installed.
3. Place your Palm III organizer in the cradle attached to the
computer.
4. Press the HotSync button on the cradle to start the direct
network HotSync operation.

Chapter 2: Performing a Network HotSync Operation page 13
That’s all there is to it. On the Foreign computer, you should
see a message that it’s “Looking for” a computer name (or IP
address). The synchronization occurs when it finds your
Primary computer on the network.
Viewing the HotSync Log
You can use the HotSync Log to display detailed information
about your last HotSync operation. The HotSync Log shows the
date and time of you last synchronization, and which
applications were synchronized.
To display the HotSync log:
1. Tap the HotSync Log button on the HotSync screen of your
Palm III organizer to display the HotSync Log.
2. After you finish viewing the log, tap the Done button.

Chapter 3: Reference page 15
Chapter 3
Reference
Palm III Organizer HotSync Menu Commands
Options Menu
After you install the network HotSync software on your Palm III
connected organizer, additional commands appear in the
HotSync Options menu. These commands enable you to view
and configure network information on your Primary computer,
turn the LANSync option on and off, and specify which
information to synchronize during a dial-in network HotSync
operation.
Modem
Sync Prefs Opens the Modem Sync Preferences dialog where
you can choose to dial into a modem connected to
your network or your Primary computer.
LANSync
Prefs Opens the LANSync Preferences dialog where you
can choose to enable the direct network HotSync
feature by selecting the LANSync option. Select the
Local HotSync option to perform a local HotSync.
Primary PC
Setup Opens the Primary PC Setup dialog and displays
information about your Primary computer. See
“Configuring TCP/IP Settings” later in this chapter
for details.

page 16 Network HotSync Handbook
Conduit
Setup Opens the Conduit Setup dialog. Use the Conduit
Setup dialog to minimize the time required to
complete the HotSync operation by defining which
files and applications you synchronize during a
Network or modem HotSync operation. A separate
conduit exists for each application. See “To change
the Conduit Setup settings for a network HotSync
operation” later in this chapter for instructions.
Modem
Setup Displays the Modem Preferences screen. See
“Modem Preferences” in the Applications Handbook for
the Palm III Organizer for details about this screen.
About
HotSync Displays information about the version of HotSync
software you are using.
To change the Conduit Setup settings for a network HotSync
operation:
1. Tap the icon to open the Applications Launcher.
2. Tap the icon to open the HotSync screen.
3. Tap the icon to open the HotSync menus.
4. Tap Conduit Setup from the Options menu to open the
Conduit Setup dialog.
5. Tap the check boxes to de-select the files and applications
that you do not want to back up during a dial-in network
HotSync operation. If necessary, tap the scroll bar to see the
remaining applications.

Chapter 3: Reference page 17
Note: The default setting is to back up all files.
Applications (such as games) that are not designed
to be backed up or do not have a database are not
backed up — even if you select the item in the
Conduit Setup dialog.
6. Tap the OK button to close the Conduit Setup dialog and
activate your settings for the next dial-in network HotSync
operation.
Note: The Conduit Setup settings remain in effect until you
change them again.
Network Preferences Menu Commands
The Network Preferences screen includes menu commands to
make it fast and easy to create and edit service templates. This
section explains the menu commands that are specific to the
network HotSync application.
Refer to the Basic Handbook for the Palm III Organizer for
information about menu commands that are common to all of
your Palm III organizer applications.
To access the Network Preferences screen:
1. Tap the icon to open the Applications Launcher.
2. Tap the icon to open the HotSync screen.
3. Tap the Service name below Modem Sync to open the
Network Preferences screen.

page 18 Network HotSync Handbook
Service Menu
When you select the Service menu from the Network
Preferences screen, its commands appear on the screen.
New Creates a new (Untitled) service template and
adds it to the Service pick list.
Delete Deletes the selected service template from the
Service pick list.
Duplicate Creates a copy of the selected service template
and adds it to the Service pick list.
To delete a service template:
1. From the Network Preference screen, tap the service you
want to delete from the Service pick list.
2. Tap the icon to display the Network Preferences menus.
3. Tap Delete from the Service menu to open the Delete
Service dialog.
Tap here to delete a service provider
4. Tap the OK button to confirm that you want to delete the
service template.
Options Menu
When you select the Options menu, its menu command appears
on the screen.
View Log Displays the Network Log screen where you
can view the date and time of your last
synchronization, and which applications were
synchronized.