Copyright: Copyright © 1998-1999 Chapura, Inc.
Citation: All Rights Reserved


About Chapura Conduit Manager

The Chapura Conduit Manager is your conduit user interface program.  The Chapura Conduit Manager program allows you to add, delete, and rename user accounts.  It is also used to modify the synchronization settings for a user account.  You can end your session on the Chapura Conduit Manager by clicking the "Close" button on the right panel.

See also	User Accounts

Changing Synchronization Settings


About HotSync Manager

The HotSync Manager is the program that controls the communications between Chapura's conduits, Outlook and your Handheld. HotSync Manager has its own help file that can be accessed by opening the HotSync Manager and selecting "help" from the menu bar.  The Chapura Conduit Manager is compatible with HotSync Manager version 2.x, and 3.x.


About PocketJournal

PocketJournal is an application designed to make Microsoft Outlook and your Palm handheld device a powerful Contact Management combination.  PocketJournal has two components, one that runs on your handheld and the other that runs on your PC.  This combination gives you the power to edit Journal information in either your handheld or Outlook and synchronize the two with a push of a button.

The PocketJournal handheld application is used to enter new activities associated with a specific contact.  It can also let the user view a history of activities by contact or company.  Each time you enter a new activity into PocketJournal it automatically time stamps the activity and attaches the information to a specific contact which is selectable from your handheld's Address Book.  The activity has editable Subject, Type, Body, Category and Notes fields.  You can create a custom list of Types and Subjects.  The predefined Types are 'Conversation', Received Voice mail', 'Left Message' and 'Phone Call'.

The PC component of PocketJournal is a synchronization application (conduit) that updates Outlook with the PocketJournal handheld information and updates the handheld with Outlook Journal data.  It is a full two-way synchronization similar to Chapura's PocketMirror product.  Simply push the button on your Palm cradle and the HotSync Technology in combination with PocketJournal updates all your Journal information.

The PocketJournal conduit also has a powerful filtering option that allows you to keep only select information on the handheld with the remainder of the information safely stored in your Outlook Journal.

PocketJournal is designed to help you manage your phone calls in a number of ways. With PocketJournal, you can create a list of people to call back, a record of conversations regarding a particular subject, a log of phone numbers called to compare against your bill, and lots more. In fact, PocketJournal can be used to track meetings, e-mails, and other kinds of contacts.


About PocketMirror

PocketMirror is an application that runs on your PC to synchronize the data between your Handheld and Microsoft Outlook.  PocketMirror works with Outlook Calendar, Contacts, Tasks and Notes applications.  The user interface for PocketMirror is called the Chapura Conduit Manager.  With the Chapura Conduit Manager, you can manage your user accounts including adding, deleting, and renaming Handheld users.  The Chapura Conduit Manager also allows you to change the way PocketMirror will synchronize your data by changing your synchronization settings.

See also	About Chapura Conduit Manager

About HotSync Manager


Adding Users

You can synchronize several different Handhelds on the same PC using different user accounts.  Each Handheld that is to be used on a PC must have a different user account.

To add a new user, click on the "New..." button on the right hand panel of the Chapura Conduit Manager dialog box.  The "Add New User" dialog box pops up requesting the name of the  new account.  Simply type in the name of the new Handheld user and click OK.  Any combination of numbers, letters and/or symbols can be used to create a user's name.  Make sure the name is different from the other names you have in the Chapura Conduit Manager.

See also	User Accounts

About Chapura Conduit Manager


Backing Up Your Outlook Data

There are two basic options for backing up your Outlook data.  One option is to export the data into a Personal Folder File (PST).  The other option is to copy your existing PST file to other media such as a DAT tape, ZIP drive. CDW or another hard drive.  The version of Outlook that you are using and your profile configuration will determine the type of backup procedure best for you.

Outlook 97

First determine if you are using Personal Folders or Microsoft Exchange Server for your default folders.  To check, go to the Outlook toolbar and click "Tools" then click "Services".  There will be a list of services you have configured for that profile.

If you have Personal Folders and do not have Microsoft Exchange Server as a service, then you can simply make a copy of your Personal Folder File (PST).  To determine where your PST exists on your system, click the Personal Folders service in the "Tools/Services" dialog, then click "Properties".  The path to your PST will be displayed in the Properties Dialog Box.

If you have Microsoft Exchange Server and do not have Personal Folders as a service, then you will need to use the Export option.  To use the Export function of Outlook to export a copy of your Calendar, Contacts, Tasks, Notes and Journal to a backup "Personal Folder" file, select File/Import and then Export... on the Outlook toolbar menu and then select "Export to a Personal Folder File (PST).  There is a wizard that will take you through the rest of the procedure.  Your system Exchange Server Administrator probably makes daily backups of your folders.

If you have both Microsoft Exchange Server and Personal Folders as services, you can determine which will be synchronized with Chapura Conduits by clicking the Delivery Tab in the Tools/Services dialog.  The default folders will be displayed in the "Deliver new mail to the following location:" drop down.

Outlook 98

Determine if you are using Personal Folders or Microsoft Exchange Server for your default folders by first going to your "Folder List" view in Outlook.  To get into the Folder List view, click View/Folder List from the Outlook toolbar.  Once in this view, right click on the Outlook Today folder.  Then select Properties and click the Advanced button.  This will bring up a dialog box for either Personal Folders or Microsoft Exchange Server.

If you have Personal Folders, then you can simply make a copy of your Personal Folder File (PST).  The path to your PST will be displayed in the Properties Dialog Box.

If you have Microsoft Exchange Server, then you will need to use the Export option.  To use the Export function of Outlook to export a copy of your Calendar, Contacts, Tasks, Notes and Journal to a backup "Personal Folder" file, select File/Import and then Export... on the Outlook toolbar menu and then select "Export to a Personal Folder File (PST).  There is a wizard that will take you through the rest of the procedure.  Your system Exchange Server Administrator probably makes daily backups of your folders.


Changing Synchronization Settings

The synchronization settings in the Chapura Conduit Manager will control the way Chapura products conduct the synchronization process.  The synchronization setting can be controlled separately for each application.  To change the synchronization settings for a user, select the user name, (this will highlight the user name), and click the "Settings..." button on the right panel of the Chapura Conduit Manager.  This will take you to the Change Synchronizations Preferences dialog box.

See also	System Backup Preferences

Install App Preferences

E-mail and Expense Conduits


Conduit
Conduit - the software program that links the PC with one of the Handheld applications.


Contents
Chapura Conduit Manager Version 1.0 Help

Contents

About Chapura Conduit Manager

About HotSync Manager

About PocketJournal

About PocketMirror

Adding Users

Changing Synchronization Settings

Conduit

Contents

Deleting Users

E-mail and Expense Conduits

Frequently Asked Questions

Handheld

HotSync Manager

Install App Preferences

PDA

Renaming Users

Synchronization

System Backup Preferences

Technical Support

User Accounts

Your First HotSync

(c) Copyright 1997-1999 Chapura, Inc.


Deleting Users

You can delete users that will no longer be needed by using the "Delete..." button on the right hand panel of the Chapura Conduit Manager dialog box.

To delete a user, select the user to be deleted, (this will highlight the user name), and click the "Delete..." button.  A warning box will pop-up asking if you are sure you want to delete the user you just selected.  Deleting a user will remove them from the Chapura Conduit Manager and delete all synchronization settings, folders, and files associated with the user.  Click "Yes" if this is the correct user for deletion or "No" if this is not the user you desire to delete.

See also	User Accounts

About Chapura Conduit Manager


E-mail and Expense Conduits

The E-mail and Expense conduits used to synchronize your Handheld with Outlook e-mail and Excel are shipped by your Handheld provider and are not included in the Chapura distribution.  In order to use these conduits, you must install the Desktop software that came with your Handheld BEFORE installing Chapura products.  If you have difficulty with these conduits, please contact your Handheld supplier.


Frequently Asked Questions

Check our web site for the latest FAQs http://www.chapura.com/support.html


Handheld
Handheld - Connected organizers based on the Palm Computing Platform, including 3Com;s Pilot, PalmPilot and Palm III, IBM's Workpad PC Companion, and Symbol's SPT1500.


HotSync Manager
HotSync Manager - is the program that controls the communications between Chapura's conduits, Outlook and your Handheld.


Install App Preferences

The Install App Preferences dialog box allows a user to determine if the HotSync will install any waiting applications to the Handheld.  To get to the Install Preferences dialog box, select the Install application in the Change Synchronization Preferences dialog box, (this will highlight the line), and click the "Change..." button on the right panel.

From the Install Preferences dialog box, you can change the permanent action for the HotSync process and the "One-time Action on next HotSync".  To change the permanent action for HotSync, click the bullet next to the desired action.  This will be the new permanent action.  To change the "One-time Action on next HotSync" setting, click the bullet next to the desired action.  This will override the permanent action the next time you HotSync your Handheld and then revert back to the permanent action.

See also	Changing Synchronization Settings


PDA
PDA - Personal Digital Assistant


Renaming Users

You can rename an existing user with the "Rename..." button on the right hand panel of the Chapura Conduit Manager dialog box.

To rename a user, select the user to be renamed, (this will highlight the user name), and click the "Rename..." button.  A dialog box requesting the new name for the user will appear.  Type in the new name for the user and click OK.  Any combination of numbers, letters, and/or symbols can be used to rename the user's name.  Make sure the name is different from the other names you have in the Chapura Conduit Manager.  The new name will appear in the Chapura Conduit Manager dialog box.

See also	User Accounts

About Chapura Conduit Manager


Synchronization
Synchronization - bringing the data on your Handheld and Outlook up to date with each other.


System Backup Preferences

The System Backup Preferences or properties dialog box allows a user to change the way the System conduit will synchronize the data between the Handheld and Outlook for applications that do not have a conduit.  To get to the System Backup Preferences dialog box, select the System application in the Change Synchronization Preferences dialog box, (this will highlight the line), and click the "Change..." button on the right panel.

From the System Backup Preferences dialog box, you can change the permanent action for the HotSync process and the "One-time Action on next HotSync".  To change the permanent action for HotSync, click the bullet next to the desired action.  This will be the new permanent action.  To change the "One-time Action on next HotSync" setting, click the bullet next to the desired action.  This will override the permanent action the next time you HotSync your Handheld and then revert back to the permanent action.

See also	Changing Synchronization Settings


Technical Support

Technical support is available by e-mailing support@chapura.com or by telephone (334) 470-1979 Monday through Friday 8 a.m. to 5 p.m. CST.

There are also many Frequently Asked Questions published on our web site at http://www.chapura.com/support.html


User Accounts

The user account associates the data in your Handheld to the data in Outlook.  You can synchronize several different Handhelds on the same PC using different user accounts.  Each Handheld that is to be synchronized on a PC must have a different user account.  One initial user account is set up during the installation process.

See also	Adding Users

Deleting Users

Renaming Users


Your First HotSync

The first time you synchronize the data between your Handheld and Outlook is different from a regular HotSync because there is no history for the Chapura conduits to use as a guide during the process.  You need to select whether the conduits should synchronize the two, have Outlook overwrite the Handheld, or have the Handheld overwrite Outlook.  The default is to synchronize the two.  If you choose synchronize for your first HotSync, all Handheld records will be added to Outlook and all Outlook records will be added to your Handheld.  Note: if you have extensive duplicate records between your Handheld and Outlook, you might want to consider an option other than synchronize.

If you have a substantial amount of information in Outlook, we recommend that you back up your Outlook information BEFORE your first sync.  You can use the Export function of Outlook to export a copy of your Calendar, Contacts, Tasks, Notes and Journal to a backup "Personal Folder" file.  To do this, select File/Import and Export... on the menu and select "Export to a personal folder file (PST)".

As an option, you can go to your synchronization settings in the Chapura Conduit Manager and select "Outlook overwrites Handheld" for each of the installed applications.  This setting will erase your Handheld records and copy your Outlook records into the Handheld.  All subsequent synchronizations should be set to 'Synchronize'.

Another option is to go to your settings and select "Handheld overwrites Outlook".  This setting will erase your Outlook records and copy your Handheld records into Outlook.  All subsequent synchronizations should be set to 'Synchronize'.

If you want to make sure all information in both Outlook and the Handheld is preserved, then select synchronize.  You may have more duplicate records than you want when you are done, but all data will be preserved.  This is recommended for most users.

See also	Changing Synchronization Settings