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Oracle CorporateSync for Palm User's Guide
Release 2.1.4 for Macintosh

Part Number B10105-01
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3
Using Oracle CorporateSync

Synchronizing Your Palm Organizer for the First Time

  1. Turn on your Palm organizer.
  2. Tap the CS Setup icon to open CorporateSync Setup.
  3. Enter your calendar application user name and/or organization units in the user field. Enter enough characters to distinguish yourself from all other users on your server.
  4. Enter the server name and node number or alias in the server field.
  5. Synchronize with an off-line database by selecting Off-line instead of a server name. If you select Off-line, the server and node fields will disappear.
  6. Enter your calendar server password.
  7. Choose Dates from the pick list at the top of your Palm organizer. Define the Synchronization period. Enter the range by entering From and To values or by entering start and end dates (or a combination of both).
  8. Choose Events from the pick list at the top of your Palm organizer and select Event options
  9. Select "HotSync Refused Entries" to transfer Meetings, Daily Notes and Day Events that you have chosen not to attend or keep in your Agenda
  10. Select "Show Location" to transfer Meeting Locations (the default Location is the first invited Resource)
  11. Select "Show Attendees" to transfer the names of invited people and Resources (maximum of 12)
  12. Select "Limit Event Details" to limit the size of Meeting Descriptions that will be transferred. When selected, enter the maximum size to be transferred (maximum of 64k).
  13. Choose Tasks from the pick list at the top of your Palm organizer and select Task options.
  14. Select "HotSync Completed Tasks" to transfer Tasks marked as completed.
  15. Select "Limit Task Details" to limit the size of Task Comments that will be transferred. When selected, enter the maximum size to be transferred (maximum of 64k).
  16. Choose Addresses from the pick list at the top of your Palm organizer and enter the calendar application Address Book name. Select Address options. In order to HotSync Address Book Entries, your calendar application must be closed on your Macintosh.
  17. Place your Palm organizer into its cradle and press the HotSync button. Your Palm organizer is now synchronized with your calendar application.