CompanionLink Software Linea 1 Quick start guide

CompanionLink User's Guide
© COPYRIGHT 2001 BY COMPANIONLINK SOFTWARE, INC. ALL RIGHTS RESERVED.
CompanionLinkisaTrademarkofCompanionLinkSoftware,Inc. Otherbrandsaretrademarksoftheirrespectiveholders.

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mpanionLinkSoftwaregrantsyoutherighttoinstallandusetheprogramfor the
specific number of people that have purchased licenses (i.e. a single license is for one person, and a five-
userlicenseisforfive people). You may
install CompanionLink on
multiplecomputers, or use it withmultiple organizers, providedthat each installation isspecifically for thecorrect number
of licensed users.
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sion from CompanionLink Software.
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riodof90days from the date of receipt. Any implied warranties on the software are limited to 90 days. Some states do not
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i

Table of Contents
GettingStarted……………………....………………………………………………………………… 1
Installation…………………………………...…………..………….………………………………….. 3
RunningCompanionLink…………………………………………………………………………….. 6
CategoryManager……………………………………....….…………………………………………. 13
CompanionLinkSynchronize……………………………………………………………………….. 17
SpecialNoteforWinCE/PocketPCDevices..…………..…………………………………………. 17
Index………………………………………………………………….………………………………….. 18
©Copyright2000byCompanionLinkSoftware, Inc. All Rights Reserved.
CompanionLinkisaTrademarkofCompanionLinkSoftware,Inc. Otherbrandsaretrademarksoftheirrespectiveholders.
CompanionLink Software, Inc.
P.O. Box 1660
/ 340 Pacific Ave.
Brookings, Oregon 97415
(541) 412-
0300
www.companionlink.com

Technical Support
Technical support for all purchased products is available free of charge by calling
our technical support department.
CompanionLink Software, Inc.
Hours: 7:00 a.m. to 4:00 p.m. Pacific Time, M-F
Support: [phone]
Fax: [phone]
Email: [email protected]
Visit our Website: http://www.companionlink.com
Online Step Guide: http://www.companionlink.com/CL SetupGuide.html
Online Knowledge Base: http://www.companionlink.com/knowledge.html
CompanionLink Software, Inc.
P.O. Box 1660 / 340 Pacific Ave., Brookings, Oregon 97415

GETTING STARTED
Thank you for purchasing CompanionLink. CompanionLink is a new generation
synchronization tool that moves contact, calendar, to-do and memo information from your
contact manager to many types and brands of handheld organizers.
FOUR-STEP QUICK-START
STEP 1: Install the software that is supplied with your handheld organizer onto your
computer.
STEP 2: Start the software that is supplied with your handheld organizer. In the desktop
application, enter an appointment for 10:00 a.m. Configure your synchronization
options and then run the synchronization software with the handheld organizer,
except Psion and OnHand. For Psion, run “Backup.” Make sure the appointment is
at 10:00 a.m. on the handheld.
PLEASE DO NOT INSTALL OR RUN COMPANIONLINK UNTIL YOU KNOW THAT
YOUR HANDHELD DESKTOP MANAGER IS INSTALLED AND WORKING.
STEP 3: Install CompanionLink. Configure via “Settings” to select your handheld organizer
and main personal information manager. For more detailed setup, select
“Category Manager” and “Application Settings” for each of the handheld
applications –Address Book, Datebook, ToDo List, and Memo (if applicable).
STEP 4: For Palm OS organizers, press the HotSync button to synchronize data. For
all other organizers, press the “Synchronize” button on the main CompanionLink
screen.

HOW COMPANIONLINK WORKS
CompanionLink synchronizes your information between your contact manager and your
handheld organizer. CompanionLink can transfer data from your contact manager to your
handheld, from your handheld to your contact manager, or both.
CompanionLink reads data directly from your Contact Manager and launches the
synchronization process that performs the data transfer to and from the handheld. Because
the synchronization process is automatic, CompanionLink runs as a "One-Step" procedure.

INSTALLATION
BEFORE INSTALLING COMPANIONLINK
Before installing CompanionLink, you must install the desktop software that came with your
handheld device.
For Palm OS devices, Palm Desktop must be installed.
For VTech Helio, CellVic and OnHand, install the connection software that came
with your handheld device.
For organizers using the Windows CE/Pocket PC operating system, be sure that
Active Sync 3.0 or higher is installed. Further, Outlook 97/98/2000/2002 or
Schedule Plus 7.0a/7.5 must be installed as the desktop application.
For Psion/EPOC organizers, install PsiWin version 2.2/2.3.
For other handheld devices, install the connection software that came with
your organizer.

TEST THE ORGANIZER CONNECTION
Before installing CompanionLink, you should test the synchronization system by entering a
small amount of data and making sure it moves correctly to the handheld organizer.
Open the desktop software that came with your handheld device. In the Calenar application,
enter an appointment for 10:00 am. Next, select the process for synchronization.
For Palm OS devices, press the HotSync button.
For Windows CE/Pocket PC devices, open Active Sync and click the “Sync”
button.
For Vtech Helio, Start Vsync manager on the handheld. Push the Sync button on
the cradle, then OK.
For CellVic select Applications on handheld. Select AutoSync >> Start
For Psion, run straight “Backup”.
For OnHand, place unit in docking station and view the data in the desktop.
Once the synchronization is complete, check the following:
1) Is the appointment on the handheld?
If not, check your connections and synchronization settings, then correct them to
ensure the appointment is synchronized.
2) Does this appointment appear at 10:00 a.m. on the handheld?
If not, check your Windows time zone settings. Be sure that they match the time
zone settings on the handheld device. Some organizers are highly sensitive to
time zone and "local time" settings.
When you can properly transfer a single appointment from the desktop application to the
handheld organizer, then you are ready to install CompanionLink.

COMPANIONLINK INSTALLATION
Place the CompanionLink disk #1 in the floppy disk drive. From the Windows Start bar, select
Start >> Run and type “A:/Setup”. Select OK and run the installation program.
NOTE: COMPANIONLINK SUPPORTS WINDOWS 95/98/ME/NT/2000/XP. COMPANIONLINK
DOES NOT RUN UNDER WINDOWS 3.1 OR MACINTOSH OPERATING SYSTEMS.
The InstallShield Wizard will prompt you for the information necessary to complete the
installation process. It is best to install C
ompanionLink to the default location. An icon will be
placed on the desktop as well as in the Programs menu to run CompanionLink.

RUNNING COMPANIONLINK
The CompanionLink icon can be found in the Start menu using Start >> Program Files >>
CompanionLink. Double click on the icon to run the program.
SETTINGS This button allows you set options for your handheld organizer,
personal information manager, transfer method and other functions.
CATEGORY MANAGER Customize synchronization and select additional features. If you have
CompanionLink Professional, you will be able to select additional data
files and contact managers.
SYNCHRONIZE
This button launches the synchronization process for some organizers.
With Palm OS devices, start synchronization by pressing the HotSync
button on the docking station.

COMPANIONLINK CONFIGURATION
To configure CompanionLink, select the “Settings” button from the main screen.
SELECT YOUR ORGANIZER TYPE
Select your organizer from the list on the following page. The list on your program may
differ from that shown in this manual, because you may have a special version of
CompanionLink, or we may have added more hardware drivers to the list.
As you select your organizer, CompanionLink will verify that you have a compatible version
selected and that you have the correct files and Windows registry settings installed.
If you receive an error message at this point, please reinstall your organizer software and
refer to the instructions in the previous section, regarding syn
chronization of an appointment,
to verify that the organizer software is working correctly.

ORGANIZER TYPES
PALM III/V/VII CompanionLink supports ALL Palm OS devices, including the early
Pilot 1000 and 5000 units. New Palm OS devices such as
SmartPhones are also supported. You must have Palm Desktop
2.0/3.0/4.0+ installed in order for CompanionLink to synchronize
correctly.
PALM M100/M500
HANDSPRING
HANDERA
SONY CLIE
WINDOWS CE Pleasedesignate which desktop softwareyour device synchronizes with,
eitherOutlook or Schedule Plus.CompanionLink writes data tothe desktop
software,and launches ActiveSync tomove the data tothe WinCE/Pocket
PCdevice. Although Schedule Plusships with some WinCEdevices, it
doesnot fully support theuse of categories. Morefeatures are supported
usingOutlook.
POCKETPC
PSION/EPOC CompanionLinksupports all of theseorganizer families.
MATSUCOM ONHAND
CELLVIC
VTECH HELIO

DESKTOP ADDRESS BOOK AND CALENDAR
CompanionLinksupports a variety ofcontact managers. In this initialconfiguration, you should
selectthe one you usethe most. This will becomeyour Primary database forthe purposes of
CompanionLinkconfiguration.
Thelist in your programmay differ from thatshown in this manual,as you may havea special
versionof CompanionLink, or wemay have added moresoftware drivers to thelist.
Ifyou have CompanionLink Professional,you will have theoption of selecting multiplecontact
managersfor a single synchronizationprocess. This selection is doneusing the Category
Manager.

CONTACT MANAGERS
ACT! CompanionLinksupports versions 4.0/2000. Olderversions do not havethe
requiredOLE interface library forCompanionLink.
GOLDMINE CompanionLinksupports versions 4.0/5.0/5.5 –dbaseONLY. We expect to
supportSQL databases in thenear future.
LOTUS ORGANIZER CompanionLinksupports versions 4.1/5.0/6.0
LOTUSNOTES We expect to support Lotus Notes 5.0 and higher in the near future.
OUTLOOK CompanionLinkfully supports versions 97/98/2000/2002/XP
SCHEDULE+CompanionLinksupports versions 7.0a/7.5.
PALM DESKTOP PalmDesktop versions 2.0/3.0/4.0 orhigher may be designateda Contact
Managerand CompanionLink will synchronizefrom Palm Desktop to
anotherhandheld, like a WinCE/PocketPC or Psion/EPOC device.
TELEMAGIC CompanionLinksupports versions 4.0.1/4.5/5.0
OTHER CONTACT MANAGERS WILL BE ADDED, SO YOUR LIST MAY INCLUDE NEW OPTIONS.

SELECT CONTACT FILE
Dependingon your contact managerselection, you may beprompted to select acontact file (ACT!,
Organizer)or a contact database(GoldMine).
SELECT USER NAME
Dependingon your contact managerselection, you may beprompted for the username for your
database.
SELECT TRANSFER METHOD
Thetransfer method tab, availableduring configuration, allows youto choose which methodwill
controlthe flow of dataand how it ismoved during the synchronizationprocess.

SELECTING TRANSFER METHOD
ADD PC INFO Thisoption moves data fromyour PC Contact Managerto the
TO THE HANDHELD handheldorganizer. Data on the organizerwill remain there. Data on
yourPC Contact Manager willnot be modified inany way.
ADD HANDHELD Thisoption moves data fromthe Handheld to thePC Contact
INFO TO THE PC Manager.Data on the handheldwill not be modifiedin any way.
SYNCHRONIZE Formost organizers, CompanionLink movesdata from the
CHANGES BOTH handheldto the PC ContactManager, making the PCContact
WAYS Managerthe "Master" database, thenmoves items to thehandheld
organizer.Data will be addedto both the handheldand the PC
ContactManager.
DO NOT CHANGE OR Thisselection turns off allprocessing for this file.
READ HANDHELD DATA

CATEGORY MANAGER FOR COMPANIONLINK
Ifyou are not usingCompanionLink Professional, your categorymanager options are limitedto the
singlecontact manager that theseversions support. You can usethe Category Manager toexclude
categoriesfrom synchronization, or toinclude them. You may notadd categories or designatea
categoryfor a different contactmanager or calendar application.
NOTE: Theremay be an additional
configurationavailable for each
application. Toseethisconfiguration,selectthe
application,such as DateBook, andthen press
Application Settings. Formany contact
managersthere are options controllingthe
numberof notes, filters, anddate ranges for
appointments,all of which allowyou to control
memoryusage and synchronization timeto the
handheld.
Youcanusemultiplecontactmanagersasshowninthesamplescreenabove. You
canconfigurethe
calendartocomefromMicrosoftSchedule+,whilethecontactdatabaseandto-
dolistcomefromthe
ACT!Database called "Office Main."

CATEGORY MANAGER FOR COMPANIONLINK PROFESSIONAL
CompanionLinkProfessional contains a full-featur
edCategory Manager that allowsyou to configure
individualcategoriesonthehandheldwithseparatesetsofdatafromdifferentdatasourcesonyourPC
computer.
NOTE: Someorganizers, notably Win CEvia Schedule+, do nothave category settings. While
the
CategoryManagerallowsyou tocreatecategories for theseorganizers,data entered onthe
organizerwill always be synchronizedinto the Primary PCcontact manager, and notto any
additionalfiles specified using theCategory Manager.

A
PPLICATION
Highlightthe handheld application, inthis case the WindowsCE
SETTINGS AddressBook and press ApplicationSettings to set featuresfor the
Primarycontact manager to usewith synchronization.
Youcan also highlight anycategory name, and pressApplication
Settingsto set that categoryto use a differentdata file or PCcontact
manager.
CREATE NEW Usethis button to createa new category onyour handheld organizer.
CATEGORY NOTE:There is a limitof 15 categories forthe Palm OS devices.
RENAME CATEGORY Usethis option to renamea category without changingany data that
mayalready be synchronized withthat category.
INCLUDE/EXCLUDE Ifyou exclude a category,all the data inthat category on thehandheld
willbe ignored by CompanionLink,and will not besynchronized with
anyPC contact manager. The datais still "Backed Up"according to
therules of the synchronizationsoftware that comes withyour organizer.
Usethis feature to keeppersonal information on thehandheld from
beingsynchronized with the corporatedatabase.
REMOVE CATEGORY Thisoption allows you todelete a category. Data onthe handheld
thatis designatedwiththis category willbe movedto"Unfiled", but not
deleted.

PRIMARY VERSES ADDITIONAL CATEGORIES
Thereis an important distinctionbetween the primary categoryand additional categories whenit
comesto synchronizing multiple datasources.
ThePrimarycategoryallowsyoutouseaCategoryField. Thisisafieldinthedatabasethatn
ames
acategoryonthehandheld. Ifacontactrecordhas "Business" inthecategoryfield,andyouhavea
handheldcategory called Business, thenthe record is placedin the Business categoryon the
handheld.
Usingthis method, the PrimaryPC contact manager canfill multiple categories onthe
handheldorganizer.
Additional Categories arethose mapped to differentdata files. These files mayhave a field for
category,butthisfieldisignored. Allrecordsfromanadditionalfilewillbemarkedwith
theAdditional
Categoryname for their categoryon the handheld. So withthe additional category "Vendors",a
contactrecordmayshowacategorynameof"Business",butitwillbeputintothe"Vendors"category
onthe handheld.
PCcontact manager data specifiedusing Additional categories willalways fill a single
categoryon the handheld.
Whensynchronizing,newdataonthehandheldwillbeaddedtotheappropriatePCcontactmanager
accordingto the category mapping.