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[. . . ] (the Software) are owned by CompanionLink Software, Inc. and are protected by United States copyright laws and treaty provisions. By purchasing this software, you are agreeing to be bound by the terms of this license. If you do not agree with this license, you may return all materials to CompanionLink Software within 30 days for a full refund. [. . . ] For all other organizers, press the "Synchronize" button on the main CompanionLink screen.
STEP 4:
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. 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 synchronization 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
POCKETPC PSION/EPOC MATSUCOM ONHAND CELLVIC VTECH HELIO
Please designate which desktop software your device synchronizes with, either Outlook or Schedule Plus. CompanionLink writes data to the desktop software, and launches ActiveSync to move the data to the WinCE/Pocket PC device. Although Schedule Plus ships with some WinCE devices, it does not fully support the use of categories. More features are supported using Outlook. [. . . ] The data is still "Backed Up" according to the rules of the synchronization software that comes with your organizer. Use this feature to keep personal information on the handheld from being synchronized with the corporate database.
REMOVE CATEGORY
This option allows you to delete a category. Data on the handheld that is designated with this category will be moved to "Unfiled", but not deleted.
PRIMARY VERSES ADDITIONAL CATEGORIES
There is an important distinction between the primary category and additional categories when it comes to synchronizing multiple data sources. The Primary category allows you to use a Category Field. [. . . ]
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