Copyright: Copyright © 1997-1999 Chapura, Inc.
Citation: Copyright © 1997-1999 Chapura, Inc.  PocketMirror is a trademark of Chapura, Inc.  PalmPilot and HotSync is a trademark of 3Com and its subsidiaries.  Outlook is a trademark of Microsoft Corporation.


About Chapura Conduit Manager

The Chapura Conduit Manager is your user interface program for all Chapura conduit products including PocketJournal and PocketMirror.  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.

For help on the Chapura Conduit Manager, select "Settings" from the Windows Start/Programs/PocketJournal menu and click the Help button inside the application.  The Chapura Conduit Manager Help File will open and give more details on its operation.


About HotSync Manager

The HotSync Manager is the program that controls the communications between PocketMirror'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.  PocketMirror is compatible with HotSync Manager version 1.1, 2.x, and 3.x.


About PocketMirror

PocketMirror is an application that runs on your PC to synchronize the data between your Handheld and Microsoft Outlook.  The user interface for PocketMirror is called the Chapura Conduit Manager.  With the User Manager, you can manage your user accounts including adding, deleting, and renaming Handheld users.  The User 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


Address Mapping
Address Mapping - The address in your Handheld is copied to the Mailing Address in Outlook.  When a new contact with Personal as the category is created in the Handheld, PocketMirror will put the address into the Home Address in Outlook and mark it as the mailing address.  All other contacts will be put into the Business Address and marked as the mailing address.


Archiving Handheld Records

When you delete records in your Handheld and synchronize, they are moved to the Outlook "Deleted Items" folder.  Checking the "Save archive copy on PC" box in the Handheld has no effect when using PocketMirror unless the record was created and deleted between syncs.  In this case the deleted record is added to the "Deleted Items" folder.


Backing Up Your Outlook Data

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.


Backup and Restore to Palm Desktop

The Backup and Restore options are designed to allow for periodic data transfer to and from the Palm Desktop database.

If you choose "Backup to Palm Desktop" as your HotSync Action On Next Sync for any or all of the conduits, PocketMirror will read all the data out of the Handheld and write it into the Palm Desktop database.  This will not be a synchronization, but a complete copy (backup) of your Handheld data into the Desktop.  All data in the Desktop database prior to the Backup will be overwritten.  This feature can be used periodically as a backup of your Handheld data to a location other than Outlook for safe keeping.

If you choose "Restore from Palm Desktop" as your HotSync Action On Next Sync for any or all of the conduits, PocketMirror will read all the data out of the Palm Desktop database and write it into your Handheld.  This will not be a synchronization, but a complete overwrite of the data in your Handheld with the data in the Handheld Desktop.  This feature should only be used if your Handheld and Outlook data has been lost or damaged.  The Restore feature will delete any data that was in the Handheld prior to the operation.  Unless you choose otherwise, a synchronization following a restore will be a Recovery Sync and could result in duplication.


Calendar Miscellaneous

The Calendar Miscellaneous tab allows you to choose whether or not to synchronize Private Calendar records and determine how multiple-day or day-spanning appointments are handled.

Private Records

Private records in the Handheld can be password protected with the Hide feature.  PocketMirror will transfer the private field into Outlook calendar records, however, private records in Outlook do not have the same level of security as private records in the Handheld.  Outlook does not have password protection on private records.

If you select "Filter items marked Private", PocketMirror will not add any record marked private on either the Handheld or Outlook.  With filtering enabled, marking an item private on one platform will remove the item from the other platform.  You can select a periodic backup of private items by specifying how many days between backups.  The default is once a week.  You can specify zero to disable the periodic backup feature.

If you do not select "Filter items marked Private", PocketMirror will synchronize all records including those marked private.

Progress Monitor

The option "Display Progress Monitor" will turn on a progress monitoring dialog during synchronization.  The progress monitor is always enabled during Recovery Syncs.

Multi-day Appointments

The Handheld does not support multi-day appointments (or appointments that span days).  In order to transfer those appointments to the PalmPilot, PocketMirror can either split the appointment into multiple Handheld compatible appointments or leave the appointment intact and the appointment will only show on the beginning day on the Handheld.  Note that PocketMirror does not convert recurring multi-day appointments. These must be manually changed into an appointment compatible with the Handheld.  We strongly recommend you enter multi-day appointments as a daily recurring appointment to avoid this issue altogether.

If you select "Do not split up multi-day appointments", PocketMirror will leave multi-day appointments intact in Outlook and put a warning message in the HotSync log.  The appointment will only appear on the beginning day.  If you select this option, you should put something in the description of the appointment to indicate it's duration.

If you do not select "Do not split up multi-day appointments", PocketMirror will split multi-day appointments in Outlook into multiple appointments that do not span days.  For example, if you have an event that begins on Monday and ends on Thursday, after syncing you would have 4 appointments in Outlook (one for each day) and 4 matching appointments in your Handheld.

Enable Category Support

The built-in DateBook application does not support categories.  Checking this option enables category support between Outlook and the DateBook database on the handheld.  This enables add-on applications such as DateBk3 from Pimlico Software to utilize categories.  Please note that this will limit Outlook appointments to one category per appointment and no more than 15 different categories (e.g. the limits of the handheld still apply).

Location Delimiter

PocketMirror appends the Location field of Outlook appointments to the end of the subject using a delimiter of parenthesis () by default.  For example an appointment titled "Lunch" with a location of "Subway" would transfer to the Handheld as "Lunch (Subway)".  Since PocketMirror uses the delimiter to parse the location, it must replace any occurrence of the delimiter character in the appointment subject.  The location delimiter combo box allows you to change the selected delimiter to: ( ), [ ], { } or < >.


Categories

The Handheld Address Book, To Do List and Memo Pad applications are limited to fifteen different categories each.  The Handheld applications are also limited to one category for each record.  In Outlook you can have an unlimited number of different categories and you can also have several categories for each record.

PocketMirror has two different methods for handling categories.  The two options for synchronizing categories are to "Map Handheld category to Outlook's 'Categories' field" or "Map Handheld categories to user-defined field 'PalmPilot Category'".  If you want your single Handheld category to be synchronized with a single Outlook category, use the first method.  If you want to use the power of Outlook's multiple categories per contact and not be limited to 15 categories or 15 characters per category name, use the second method.  Both methods are described below.

"Map Handheld category to Outlook's 'Categories' field"

If you choose to "Map Handheld category to Outlook's 'Categories' field", when a new record has been added to the Handheld, PocketMirror will create the record in Outlook with a single category.  If the Handheld category exists in Outlook, PocketMirror will simply use that category.  If the Handheld category does not exist in Outlook, PocketMirror will create the category automatically and assign it to the new record.

When a new record has been added to Outlook, PocketMirror will create the record in the Handheld with the first category for the new record.  If there is only one category assigned to the new record, PocketMirror will determine if that category exists in the Handheld.  If the category exists, Handheld will assign the category to the new record.  If the category does not exist, PocketMirror will create the category and assign it to the new record.  If there are already fifteen categories in the Handheld, PocketMirror will inform the user that it can not create additional categories and place the new record in the Unfiled category.

When a record's category is modified in the Handheld, PocketMirror will remove all categories assigned to that record in Outlook and replace them with the one from the Handheld.

When a record's category is modified in Outlook, PocketMirror replaces the Handheld category with the first category assigned to the Outlook record.  The rest of the Outlook record's categories are not modified.

"Map Handheld categories to user-defined field 'PalmPilot Category'"

If you choose to "Map Handheld categories to user-defined field 'PalmPilot Category'" your Outlook contact's category fields are not synchronized with the Handheld contact's category field.  The Handheld category is synchronized with a user-defined field in Outlook called "PalmPilot Category".  This will allow you to use the power of Outlook's category features without being limited by the Handheld category implementation.

To create a view for Handheld categories:

1). Go to the folder where you want to create the view (e.g. Contacts)

2). Select "View/Define Views..." from menu

3). Click "New..." and type "By PalmPilot Category" for name of view, Click OK.

4). Click "Group By..."

5). At bottom of dialog, pull down the "Select available fields from:" combo box and pick the "User-defined fields in folder" item.

6). Pull down the "Group items by" combo box at the top of the dialog and select "PalmPilot Category".

7). Click OK, OK, then "Apply View".

This will allow you to view items grouped by Handheld category.  If you would like to edit the Handheld Category from your new view, add the PalmPilot category field to the view and set the "Allow in-cell editing" option under the "Format View" option


Changing Synchronization Settings

The synchronization settings in the Chapura Conduit Manager will control the way PocketMirror conducts the synchronization process.   The synchronization setting can be controlled separately for each application.  The four applications that PocketMirror synchronizes are your Handheld's Date Book, Address Book, To Do List and Memo Pad.  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 user manager.  This will take you to the Change Synchronizations Preferences dialog box.

See also	Outlook Calendar Preferences

Outlook Contacts Preferences

Outlook Tasks Preferences

Outlook Notes Preferences

E-mail and Expense Conduits


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


Conflicting Edits

When using offline folders, a conflict can be created if an item such as an appointment is edited in the Exchange Server Mailbox and in the offline folders.  When you connect to Exchange, the conflicting item will have a crossed swords icon.  To resolve the conflict, double-click on the item to open a special conflict resolution dialog.  A quick way to find all your conflicting items is to switch to a table view (By Category for example) and click on the folded page icon in the header to sort the items by icon.  Now all the crossed swords will be grouped together.

To minimize the creation of conflicts, you should configure Outlook to synchronize all folders when exiting. See Using Offline Folders for details.


Contacts Miscellaneous

The Contacts Miscellaneous tab allows you to choose your category synchronization method, choose whether or not to synchronize Private Calendar records, and choose whether or not to enable journaling on new contacts added from the Handheld.

Categories

The two options for synchronizing categories are to "Map Handheld category to Outlook's 'Categories' field" or "Map Handheld categories to user-defined field 'PalmPilot Category'".  For more details on the two different category synchronization methods, see Categories.

Private Records

Private records in the Handheld can be password protected with the Hide feature.  PocketMirror will transfer the private field into Outlook calendar records, however, private records in Outlook do not have the same level of security as private records in the Handheld.  Outlook does not have password protection on private records.

If you select "Filter items marked Private", PocketMirror will not add any record marked private on either the Handheld or Outlook.  With filtering enabled, marking an item private on one platform will remove the item from the other platform.  You can select a periodic backup of private items by specifying how many days between backups.  The default is once a week.  You can specify zero to disable the periodic backup feature.

If you do not select "Filter items marked Private", PocketMirror will synchronize all records including those marked private.

Progress Monitor

The option "Display Progress Monitor" will turn on a progress monitoring dialog during synchronization.  The progress monitor is always enabled during Recovery Syncs.

Journaling

The option to "Enable Journaling for contacts added from Handheld" will turn on Outlook journaling for any contact that is added to Outlook from the Handheld by PocketMirror.


Contents
PocketMirror Help

Contents

About PocketMirror

About Chapura Conduit Manager

About HotSync Manager

E-mail and Expense Conduits

Your First HotSync

Changing Synchronization Settings

Backup and Restore to Palm Desktop

Outlook Calendar Preferences

HotSync Actions

Calendar Miscellaneous

Exceptions

Outlook Contacts Preferences

HotSync Actions

Contacts Miscellaneous

Phone Numbers

File As

Outlook Tasks Preferences

HotSync Actions

Tasks Miscellaneous

Outlook Notes Preferences

HotSync Actions

Notes Miscellaneous

Categories

Syncing Multiple Handhelds To The Same Profile

Update Command

Duplicate Records

Field Mapping

Known Limitations

Using Offline Folders

New Features

Technical Support

Troubleshooting

Archiving Handheld Records

Conflicting Edits

(c) Copyright 1997-1999 Chapura, Inc.


Custom Field Mapping

PocketMirror allows you to map any Outlook contact property (field) to any of the four custom fields in the Address Book of the handheld.  It also allows for mapping of Outlook user-defined fields.  If you map a field to one of the custom fields, it will take effect for all contacts in the handheld.

To activate custom field mapping follow these steps:

1)	HotSync so that your handheld and Outlook are in sync (otherwise contacts may be duplicated).

2)	Use Windows Explorer (Start/Programs/Windows Explorer) to copy the example "custom.txt" file from the PocketMirror installation folder (default is C:\Program Files\Chapura\PocketMirror\custom.txt) to your handheld user address folder (an example folder name is C:\Pilot\XXXXXXX\address or C:\Palm\XXXXXXX\address where 'XXXXXXX' is a variation of your handheld user name like 'SmithT').

3)	Edit the custom.txt file you just copied using Notepad by double-clicking the file in Windows Explorer.

4)	Select the appropriate update option for the first sync after changing the map by placing an 'X' at the start of the appropriate line.  This is for the first sync only, subsequent syncs update as you would expect.

5)	Edit the four field names as desired.  Field names must be enclosed in double quotes and you must specify all four fields.  If you are specifying a user-defined field, place the characters UDF outside the double quotes following the field name (see example below).

6)	Save the file and close Notepad.

7)	HotSync.  If any errors are detected in the custom.txt file you will get an error dialog asking if you want to continue the sync using your old map settings or cancel so you can correct the error.  More detail about the error will be in your HotSync log.

Below is a partial list of the Outlook contact property names that can be mapped and an example custom.txt file.  For the complete list of available property names, refer to the Outlook Object Model Help located on your Office CD.

Account

Anniversary

AssistantName

AssistantTelephoneNumber

BillingInformation

Birthday

BusinessAddress **

BusinessAddressPostOfficeBox

BusinessHomePage

CallbackTelephoneNumber

Categories **

Children

ComputerNetworkName

CustomerID

Department

FileAs**

FTPSite

GovernmentIDNumber

Hobby

HomeAddress **

HomeAddressPostOfficeBox

Initials**

ISDNNumber

Language

ManagerName

MiddleName

Mileage

NickName

OfficeLocation

OrganizationalIDNumber

OtherAddress **

OtherAddressPostOfficeBox

PersonalHomePage

Profession

RadioTelephoneNumber

ReferredBy

Spouse

Suffix

TelexNumber

Title

TTYTDDTelephoneNumber

WebPage

** These fields are already mapped to a fixed field in the handheld and will be mapped one-way (e.g. changes made in the Handheld will not update Outlook).  This will allow you to carry the information in your Handheld, for example Home Address, but you can only edit the information in Outlook.  Any field not in this list will be mapped one-way.

Example Custom.txt file:

;=============================================================

; When you change field mapping, be sure to place the 'X' in front

; of the proper option below which will determine how the custom

; fields are updated on the first sync.  If Outlook contains the

; information you want put in the Handheld then select the first

; option "Overwrite Handheld with Outlook data".  If the custom

; fields in the Handheld have the information that you want

; written into Outlook, choose the second option.

X Overwrite Handheld with Outlook data

  Overwrite Outlook with Handheld data

; List the field names in order for each of the four custom fields.

; If a field is a user-defined field (not one of Outlook's built-in

; fields), be sure to put a blank after the field name followed by

; the characters "UDF".  The example shown below maps the Nickname

; to the first Handheld custom field, Spouse to the second, Children

; to the third, and the user-defined field "SSN" to the fourth.

"NickName"

"Spouse"

"Children"

"SSN" UDF

;=============================================================


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 User Manager and delete all PocketMirror 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.


Duplicate Records

If PocketMirror detects that a user has modified the same record on both the Handheld and Outlook since the last successful synchronization, it will copy the modified Outlook record to a new Handheld record.  It will also copy the modified Handheld record to a new Outlook record.  PocketMirror has no way to determine which of the two modified records you intended to keep and will therefore duplicate the record on both platforms. You will then be advised to delete the unwanted record.  One way to find duplicated records in Outlook is change your view to a table that includes the creation date and time.  Any duplicate records will have a creation date and time approximately equal to the HotSync date and time.


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 PocketMirror distribution.  In order to use these conduits, you must install the Desktop software that came with your Handheld BEFORE installing PocketMirror.  If you have difficulty with these conduits, please contact your Handheld supplier.


Exception Window
Exception Window -  The period of time in the future PocketMirror will scan Outlook for exceptions to recurring appointments.


Exceptions

Exceptions to recurring appointments occur when instances of a recurring appointment are deleted, moved, or otherwise modified in your Outlook calendar.  Outlook 97 does not readily provide access to the list of exceptions to recurring appointments.  The only way for PocketMirror to detect that you have made an exception to one of your recurring appointments in Outlook 97 is to scan all your appointments in Outlook for some period into the future, determine which are exceptions, and write those exceptions into your Handheld.

This procedure can slow down your HotSync considerably. You should therefore consider choosing as small a window as possible.  Another approach is to set your exception window to zero and enter all exceptions to appointments in your Handheld and not Outlook.  During HotSync, all Handheld exceptions are detected and written to Outlook regardless of the window size.


Expression Service

Outlook uses the Expression Service for finding and filtering records through the OLE Automation interface.  When the Expression Service is not functioning properly, PocketMirror cannot correctly handle certain situations (like exceptions to recurring appointments).  You can try to fix the Expression Service as follows:

For Outlook 98:

Close Outlook

Run Outlook 98 setup (Start/Settings/Control Panel/Add Remove Programs)

Select Add Components

Check the "Expression Service"

Reboot

For Outlook 97:

Read Microsoft's knowledge base article Q168146 (http://support.microsoft.com/support/kb/articles/q168/1/46.asp) and try the suggested fix.  If it does not work, completely uninstalling and reinstalling Microsoft Office might work.

Unfortunately, we have not been able to help customers fix the Expression Service in all cases.


File As

The "File As" tab in the Outlook Contacts Properties dialog box allows you to choose how new Outlook contacts created by PocketMirror will be filed in Outlook.  PocketMirror creates a new Outlook contact when you add a new contact to the Handheld and synchronize.

The choices are: Last, First

 First Last

 Company

 Last, First (Company)

 Company (Last, First)

First is the "First name" field of the contact.

Last is the "Last name" field of the contact.

Company is the "Company" field of the contact.


Frequently Asked Question

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


Handheld
Handheld - Connected organizers based on the Palm Computing Platform


HotSync Actions

There are five different HotSync actions for the "Permanent Action" and eight different actions for the "One-time Action of next HotSync".  The different action types are: to "Synchronize", to have "Outlook overwrite Handheld", to have the "Handheld overwrite Outlook", to "Do Nothing", to "Sync once every x days", to "Backup to Palm Desktop", to "Restore from Palm Desktop", to "Backup Private Records", or to "Restore Private Records".

The "Synchronize" action will look for additions, modifications and deletions in the Handheld, then copy this data into Outlook, next it will look for additions, modifications and deletions in Outlook and copy this data in the Handheld.  During this process, if PocketMirror detects that you have modified the same record on both platforms, it will create a duplicate record on both platforms.

The "Outlook overwrites Handheld" action will delete all records from the Handheld.  It will then copy all records from Outlook into the Handheld.

The "Handheld overwrites Outlook" action will delete all records from Outlook.  It will then copy all records from the Handheld into Outlook.

The "Do Nothing" action will not perform any synchronization action.

The "Sync once every x days" action allows you to synchronize on a schedule.  If you select this action as your permanent action, PocketMirror will first determine how long it has been since your last synchronization with this conduit.  If it has been less than the number of days selected, PocketMirror will not synchronize this conduit.  If it has been the number of days or more since your last synchronization, it will perform a normal sync.  This action was added as a way to speed up your synchronization by only periodically synchronizing large databases (a lot of contacts for example) that do not change often.

The "Backup to Palm Desktop" action allows for a one-time backup of your Handheld data into the Palm Desktop database.  For more detail see Backup and Restore to Palm Desktop.

The "Restore from Palm Desktop" action allows for a one-time restore of the Palm Desktop data into your Handheld.  For more detail see Backup and Restore to Palm Desktop.

The "Backup Private Records" action allows for a one-time backup of private Handheld records to the PC.  This option will be disabled if you are not filtering private records.

The "Restore Private Records" action allows for a one-time restore of private Handheld records from the PC.  This option will be disabled if you are not filtering private records.

See also	Duplicate Records

Changing Synchronization Settings

Backup and Restore to Palm Desktop


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


Known Limitations

There are a few known limitations in the PocketMirror conduits due to limitations in both Outlook and the Handheld.  Listed below are the limitations and an explanation of how this will effect your synchronization between Outlook and the Handheld.

Categories

-- Outlook does not support commas in category names or spaces at the end of category names.

-- The Handheld is limited to fifteen different categories and is limited to one category for each record.  In Outlook you can have several categories for each record.  The Handheld category name is limited to fifteen characters.  For more detail on PocketMirror's implementation of categories, refer to the Categories topic in this help.

-- When you add a new category to your Handheld it is not added to Outlook's Master Category List.  The record shows the correct category, it's just not in the Master List.  There is currently no documented method of adding categories to Outlook's Master Category List.

Multi-day Recurring Appointments

-- Microsoft Outlook is capable of generating recurring events and appointments that span days.  The Handheld does not have this capability.  If you have a recurring event or appointment that spans a day in Outlook at sync time, it will not be put on your Handheld.  You will get a message stating that the Handheld can not handle this type of event or appointment and a request to change it in Outlook.  In order to have a recurring event or appointment that spans days appear in the Handheld, you must enter that appointment on each day of the event.

Weekly Recurring Appointments that include Sunday

-- There is a problem in Outlook 97 version 8.0 that prevents PocketMirror from setting weekly recurring appointments in the calendar that include Sunday.  This problem is fixed in Outlook 97 version 8.01+ and Outlook 98.  To work around this problem, create weekly recurring appointments that include Sunday in Outlook instead of your Handheld.

The custom form could not be opened...

-- If you are using Exchange Server and have someone authorized to administer your Outlook calendar, you may occasionally have conflicting edits to an appointment in Outlook.  These appointments occur when both you and your assistant modify the same appointment.  They show in your Outlook calendar with an X (crossed swords).  When you have a conflicting appointment in your calendar, Outlook will pop up a dialog box that reads "The custom form could not be opened, Outlook will use an Outlook form instead.  The object does not support the requested action." for each conflicting appointment.  If you do not click the OK button on the dialog, HotSync Manager will timeout and the sync will fail.  You can eliminate the problem by opening the conflicting appointment in Outlook and resolving the conflict.  This issue has been reported to Microsoft.  PocketMirror has a work around to the problem, so you should never see it.  If you do, please contact us at support@chapura.com.


Mapping

This section details the exact mapping between the Handheld and Outlook.

Address Book (Contact) Field Mapping

Handheld	Outlook

Last Name	Last Name

First Name	First Name

Title	Job Title

Company	Company

Phone 1	see Phone Mapping below

Phone 2	see Phone Mapping below

Phone 3	see Phone Mapping below

Phone 4	see Phone Mapping below

Phone 5	see Phone Mapping below

Address	Mailing Address Street

City	Mailing Address City

State	Mailing Address State

Zip Code	Mailing Address Postal Code

Country	Mailing Address Country

Custom 1	User Field 1	Changing Custom Field Map

Custom 2	User Field 2	Changing Custom Field Map

Custom 3	User Field 3	Changing Custom Field Map

Custom 4	User Field 4	Changing Custom Field Map

Note	Body

Category	Category

Private	Sensitivity - Private

Not Private	Sensitivity - Normal

Phone Number Mapping

Occurrence	Handheld	Outlook

1st	Work	 Business Phone

2nd	Work	 Business Phone 2

3rd	Work	[Business Phone 3]*

4th	Work	[Business Phone 4]

5th	Work	[Business Phone 5]

1st	Home	 Home Phone

2nd	Home	 Home Phone 2

3rd	Home	[Home Phone 3]

4th	Home	[Home Phone 4]

5th	Home	[Home Phone 5]

1st	Fax	 Business Fax

2nd	Fax	 Home Fax

3rd	Fax	 Other Fax

4th	Fax	[Other Fax 4]

5th	Fax	[Other Fax 5]

1st	Other	 Other

2nd	Other	[Other 2]

3rd	Other	[Other 3]

4th	Other	[Other 4]

5th	Other	[Other 5]

1st	E-mail	 E-mail

2nd	E-mail	 E-mail 2

3rd	E-mail	 E-mail 3

4th	E-mail	[E-mail 4]

5th	E-mail	[E-mail 5]

1st	Main	 Company Main Phone

2nd	Main	 Primary Phone

3rd	Main	[Main Phone 3]

4th	Main	[Main Phone 4]

5th	Main	[Main Phone 5]

1st	Pager	 Pager

2nd	Pager	[Pager 2]

3rd	Pager	[Pager 3]

4th	Pager	[Pager 4]

5th	Pager	[Pager 5]

1st	Mobile	 Mobile Phone

2nd	Mobile	 Car Phone

3rd	Mobile	[Mobile Phone 3]

4th	Mobile	[Mobile Phone 4]

5th	Mobile	[Mobile Phone 5]

* Brackets ([ ]) indicate an Outlook user-defined field.

Date Book (Calendar) Field Mapping

Handheld	Outlook

Description	Subject

Appended to	Location

   Description

Start Time	Start Time

End Time	End Time

Alarm	Reminder

Note	Body

Private	Sensitivity - Private

Not Private	Sensitivity - Normal

Repeat	Recurrence

Memo Pad (Notes) Field Mapping

Handheld	Outlook

Memo	Note

Category	Category

To Do List (Tasks) Field Mapping

Handheld	Outlook

Description	Subject

Category	Category

Due Date	Due Date

Completed 	Completed

Priority (1)	High Importance

Priority (2)	Normal Importance

Priority (3)	Normal Importance

Priority (4)	Normal Importance

Priority (5)	Low Importance

Private	Sensitivity - Private

Not Private	Sensitivity - Normal

Note	Body


New Features

New features in PocketMirror version 2.0 include:

Quick Sync Settings

The PocketMirror Settings program allows you to change sync settings for all conduits in one easy step.  There is a drop-down combo box at the bottom of the Change Synchronization Settings dialog that allows you to select from a list of pre-defined settings (Install Applications Only for example).

Ability to Synchronize Multiple Handhelds To The Same Data

You can configure PocketMirror so that multiple Handhelds can synchronize to the same Outlook profile.  This allows two or more people to carry identical data in their Handhelds.  See the topic Syncing Multiple Handhelds To The Same Profile for additional information.

Ability to Synchronize Your Exchange Server Folders from Multiple PCs

PocketMirror is now able to synchronize to your Exchange Folders from any PC with access to your Exchange Server.  For example, if you sync at work using a desktop PC connected to your LAN, you can dial up your Exchange Server from home and sync using your home PC.

Progress Monitor

You have the option, by conduit, to enable a progress monitor dialog.  During syncs, the progress monitor will display the current item being processed and a progress bar.  The progress bar indicates the percent complete of the current step of the sync process. To enable the progress monitor, go to the Miscellaneous Tab in the PocketMirror Settings program.

Outlook 98 Compatibility

This version of PocketMirror is fully compatible with Outlook 98.


Notes Miscellaneous

The Notes Miscellaneous tab allows you to choose the method for synchronizing categories and whether or not to synchronize Private Calendar records.

Categories

The two options for synchronizing categories are to "Map Handheld category to Outlook's 'Categories' field" or "Map Handheld categories to user-defined field 'PalmPilot Category'".  For more details on the two different category synchronization methods, see Categories.

Private Records

Private records in the Handheld can be password protected with the Hide feature.  PocketMirror will transfer the private field into Outlook calendar records, however, private records in Outlook do not have the same level of security as private records in the Handheld.  Outlook does not have password protection on private records.

If you select "Filter items marked Private", PocketMirror will not add any record marked private on either the Handheld or Outlook.  With filtering enabled, marking an item private on one platform will remove the item from the other platform.  You can select a periodic backup of private items by specifying how many days between backups.  The default is once a week.  You can specify zero to disable the periodic backup feature.

If you do not select "Filter items marked Private", PocketMirror will synchronize all records including those marked private.

Progress Monitor

The option "Display Progress Monitor" will turn on a progress monitoring dialog during synchronization.  The progress monitor is always enabled during Recovery Syncs.


Outlook Calendar Preferences

The Outlook Calendar preferences or properties dialog box allows you to change the way PocketMirror will synchronize the data between the Handheld Date Book application and the Outlook Calendar on your desktop.  To access the Outlook Calendar preferences dialog box, select the Outlook Calendar application in the Change Synchronization Preferences dialog box, (this will highlight the line),and click the "Change..." button on the right panel.

The Outlook Calendar Preference dialog box has three tabs, one for HotSync, Miscellaneous and Exceptions.  From the HotSync tab, 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.  For more details on what each option does, see the HotSync Actions.

The Calendar Miscellaneous tab allows you to choose whether or not to synchronize Private Calendar records.  For more details, see Calendar Miscellaneous.

The Exception tab allows you to change the number of days PocketMirror will search Outlook for exceptions to recurring appointments and events.  To change the number of days, simply type in the new number.  For more details, see Exceptions.

The location of an appointment is appended to the appointment description enclosed in parenthesis.  The location can be edited on the Handheld and will be modified in Outlook.

See also	Changing Synchronization Settings

HotSync Actions

Exceptions

Calendar Miscellaneous


Outlook Contact Preferences
Outlook Contacts Preferences

The Outlook Contacts Preferences or properties dialog box allows you to change the way PocketMirror will synchronize the data between the Handheld Address Book application and your Outlook contacts on your desktop.  To get to the Outlook Contacts Preferences dialog box, select the Outlook Contacts application in the Change Synchronization Preferences dialog box, (this will highlight the line),and click the "Change..." button on the right panel.

The Outlook Contacts Preferences dialog box has four tabs; one for HotSync, Miscellaneous, the Phone Numbers priority list, and the "File As" preference.  From the HotSync tab, 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.  For more details on what each option does, see the HotSync Actions.

The Contacts Miscellaneous tab allows you to choose whether or not to synchronize Private Calendar records, choose a category mapping method, and choose to enable journaling on contacts added from the Handheld.  For more details, see Contacts Miscellaneous.

The Phone Numbers tab allows you to change the phone number priority list.  For more details, see Phone Number Tab.

The "File As" tab allows you to change the default setting for how a new Handheld contact will be filed in Outlook.  The options are "Last, First", "First Last", "Company", "Last, First (Company)", and "Company (Last, First)".  For more details, see File As.

See also	Changing Synchronization Preferences

HotSync Actions

Contacts Miscellaneous

Phone Numbers

Phone Number Tab

File As


Outlook Notes Preferences

The Outlook Notes Preferences or properties dialog box allows you to change the way PocketMirror will synchronize the data between the Handheld Memo Pad application and your Outlook Notes on your desktop.  To get to the Outlook Notes Preferences dialog box, select the Outlook Notes application in the Change Synchronization Preferences dialog box, (this will highlight the line), and click the "Change..." button on the right panel.

The Outlook Notes Preferences dialog box has two tabs.  One tab for HotSync and one for Miscellaneous.  From the HotSync tab, you can change the permanent action for the HotSync process and the "One-time Action on the 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 the 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.  For more details on what each option does, see the HotSync Actions topic.

The Notes Miscellaneous tab allows you to choose whether or not to synchronize Private Calendar records, and choose a category mapping method.  For more details, see Notes Miscellaneous.

See also	Changing Synchronization Settings

HotSync Actions

Notes Miscellaneous


Outlook Tasks Preferences

The Outlook Tasks Preferences or properties dialog box allows you to change the way PocketMirror will synchronize the data between the Handheld To Do List application and your Outlook Tasks on your desktop.  To get to the Outlook Tasks Preferences dialog box, select the Outlook Tasks application in the Change Synchronization Preferences dialog box, (this will highlight the line), and click the "Change..." button on the right panel.

The Outlook Tasks Preferences dialog box has two tabs.  One tab for HotSync and one for Miscellaneous.  From the HotSync tab, you can change the permanent action for the HotSync process and the "One-time Action on the 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 the 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.  For more details on what each option does, see the HotSync Actions.

The Tasks Miscellaneous tab allows you to choose whether or not to synchronize Private Calendar records, set the task start date in Outlook to the Handheld due date, and choose a category mapping method.  For more details, see Tasks Miscellaneous.

See also	HotSync Actions

Changing Synchronization Settings

Tasks Miscellaneous


PDA
PDA - Personal Digital Assistant


Phone Number Tab

The Phone Number tab on the Outlook Contacts Preferences dialog box allows you to change the order of the phone number priority list PocketMirror will use when adding phone numbers from Outlook to Handheld contacts.  When PocketMirror is determining which five phone numbers to add to a Handheld contact from Outlook, it will start at the top of this list and add each non-blank phone number it finds until either all five slots are full or all phone numbers have been added.  For more details, see Phone Numbers.

To change the phone numbers priority list, click the phone number whose priority you wish to change. Then click either the up arrow button or the down arrow button to move the phone number you have selected up or down the list.  Click the OK button and this becomes your new priority list order.

PocketMirror also allows you to customize the phone numbers in the Handheld for each contact in your Address Book with the Update Command.

See also	Phone Numbers

Outlook Contacts Preferences

Update Command


Phone Numbers

Outlook has an extensive number of fields dedicated to contacts' phone numbers.  There are fourteen phone numbers, three e-mail, seven fax/other, and thirteen miscellaneous fields in Outlook for each contact.  The Handheld has room for five phone numbers.  In addition to the Outlook defined phone numbers, there are user defined fields that PocketMirror takes advantage of to allow more numbers than Outlook defaults.

The Handheld labels all business type phone numbers "Work", all home type numbers "Home", and so on.  In contrast, Outlook uniquely names each of its phone number fields.  PocketMirror maps each of the forty possible Handheld phone number fields to one (and only one) Outlook field.  Since there are not forty predefined phone number fields in Outlook, PocketMirror creates user-defined fields to make up the difference.  The exact phone number mapping between Outlook and the Handheld is listed below.  This allows each contact to be flexible in the choice of phone numbers as opposed to a straight map that would restrict all contacts to the same five phone numbers.

Let's look at an example.  If you create a Handheld contact in your address book with three numbers labeled "Work", one labeled "Home" and one labeled "Fax", PocketMirror will copy the 1st Work number to Outlook's Business Phone field, the 2nd Work number to Outlook's Business Phone 2 field, the 3rd Work number to an Outlook user-defined field Business Phone 3, the Home number to Outlook's Home Phone field and the Fax number to Outlook's Business Fax field.

When you create a contact in Outlook and HotSync, PocketMirror will create the contact in your Handheld Address Book with up to five Handheld phone number fields filled in with the data from Outlook.  When PocketMirror is determining which five phone numbers to add to a Handheld contact from Outlook, it will start at the top of the phone number priority list and add each non-blank phone number it finds until either all five Handheld slots are full or all Outlook phone numbers have been added.  If a contact in Outlook has a total of five or less phone numbers and e-mails, all five (or less) will usually be transferred to the Handheld.  The phone number priority list order can be changed from the Phone Number Tab on the Outlook Contacts Preferences dialog box

The only time a blank Handheld phone number field is required is when you have a higher phone number or e-mail address number and the lower number is empty in Outlook.  For example if e-mail 1 is blank and e-mail 2 has an address in it, there will be a blank e-mail field in the Handheld as a place holder.  PocketMirror treats the Handheld phone fields as WYSIWYG, therefore, in order to display e-mail 2, e-mail 1 must exist.  It is unusual that you will have an e-mail 2 without an e-mail 1.  The case that is more likely to happen is if you have a home fax but not a business fax.  See the mapping below.

You can also customize which Outlook phone number fields you take in your Handheld with the PocketMirror update command.

Occurrence	Handheld	Outlook

1st	Work	 Business Phone

2nd	Work	 Business Phone 2

3rd	Work	[Business Phone 3]*

4th	Work	[Business Phone 4]

5th	Work	[Business Phone 5]

1st	Home	 Home Phone

2nd	Home	 Home Phone 2

3rd	Home	[Home Phone 3]

4th	Home	[Home Phone 4]

5th	Home	[Home Phone 5]

1st	Fax	 Business Fax

2nd	Fax	 Home Fax

3rd	Fax	 Other Fax

4th	Fax	[Other Fax 4]

5th	Fax	[Other Fax 5]

1st	Other	 Other

2nd	Other	[Other 2]

3rd	Other	[Other 3]

4th	Other	[Other 4]

5th	Other	[Other 5]

1st	E-mail	 E-mail

2nd	E-mail	 E-mail 2

3rd	E-mail	 E-mail 3

4th	E-mail	[E-mail 4]

5th	E-mail	[E-mail 5]

1st	Main	 Company Main Phone

2nd	Main	 Primary Phone

3rd	Main	[Main Phone 3]

4th	Main	[Main Phone 4]

5th	Main	[Main Phone 5]

1st	Pager	 Pager

2nd	Pager	[Pager 2]

3rd	Pager	[Pager 3]

4th	Pager	[Pager 4]

5th	Pager	[Pager 5]

1st	Mobile	 Mobile Phone

2nd	Mobile	 Car Phone

3rd	Mobile	[Mobile Phone 3]

4th	Mobile	[Mobile Phone 4]

5th	Mobile	[Mobile Phone 5]

* Brackets ([ ]) indicate an Outlook user-defined field.

See also	Outlook Contacts Preferences

Phone Number Tab

Mapping

Update Command


PocketJournal
PocketJournal - Contact management software from Chapura.


PocketMirror Readme

Please review the readme file before using PocketMirror for late breaking information.  It is contained in your PocketMirror default directory.


Recovery Sync

A Recovery Sync is when PocketMirror completely re-synchronizes the Handheld records with Outlook.  Each Handheld record is read and compared to all Outlook records to find a match.  If a match is found, these records are mapped together.  If no match is found, the Handheld record is added to Outlook.  After all Handheld records have been read and compared, any Outlook records left that did not match a Handheld record are added to the Handheld.

The usual cause of duplication during a recovery sync is when you have edited an item on one platform and not synced the changes.  The recovery process will see these as different records.

Recovery Syncs are triggered in the following cases:

- The first sync to an Outlook profile.

- If the user note does not exist in the PocketMirror folder.

- On the next sync when an error has occurred that resulted in a record mismatch.

- Changing certain settings (like private record filtering).  You are warned about these when you change the setting.

- Performing a "Restore from Palm Desktop" sync.


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


Syncing Multiple Handhelds To The Same Profile

You can configure an Outlook profile to allow multiple Handhelds to sync by adding an Outlook Note in the Outlook folder named "PocketMirror".  PocketMirror creates the Outlook folder and note when the first Handheld is synced to a profile.  This prevents a user from accidentally syncing to the wrong Outlook profile.

If you renamed your Handheld and now it says your Handheld was not previously sync with your profile, simply rename the user note in the PocketMirror folder to your new Handheld user name and sync again.

If you would like more than one Handheld to sync with the same folders, add a user note for each Handheld that will be syncing with the profile.  For example, if the Handheld user "Ted" wants to add Bill and Tom, create two notes (one titled "Bill" and one titled "Tom" where "Bill" and "Tom" are the Handheld user names).  The content of the note is not significant, only the name.  To add the notes, turn on Outlook's folder list view by clicking "View/Folder List", locate and click on the Outlook folder named "PocketMirror" and then add a note for each Handheld that will sync with the profile.

Once you set up the profile for multiple users, you should consider the consequences of the first sync of each Handheld.  Using our example above, let's assume that the profile is synced with Ted's Handheld.  When you sync Bill and Tom's Handheld the first time, you will probably want to do an Outlook overwrites Handheld sync.  This will get all three Handhelds to an identical starting point.  If you just sync, then the data in Outlook will be combined with the data in Bill and Tom's Handhelds.  If this is what you desire, that's Ok.


Tasks Miscellaneous

The Tasks Miscellaneous tab allows you to choose your category synchronization method, choose whether or not to synchronize Private Calendar records, and choose whether or not to set the Outlook task start date to the Handheld due date.

Categories

The two options for synchronizing categories are to "Map Handheld category to Outlook's 'Categories' field" or "Map Handheld categories to user-defined field 'PalmPilot Category'".  For more details on the two different category synchronization methods, see Categories.

Private Records

Private records in the Handheld can be password protected with the Hide feature.  PocketMirror will transfer the private field into Outlook calendar records, however, private records in Outlook do not have the same level of security as private records in the Handheld.  Outlook does not have password protection on private records.

If you select "Filter items marked Private", PocketMirror will not add any record marked private on either the Handheld or Outlook.  With filtering enabled, marking an item private on one platform will remove the item from the other platform.  You can select a periodic backup of private items by specifying how many days between backups.  The default is once a week.  You can specify zero to disable the periodic backup feature.

If you do not select "Filter items marked Private", PocketMirror will synchronize all records including those marked private.

Progress Monitor

The option "Display Progress Monitor" will turn on a progress monitoring dialog during synchronization.  The progress monitor is always enabled during Recovery Syncs.

Task Start Date

The option to "Set Task Start Date in Outlook to Handheld Due Date" allows for you to set up your Outlook calendar view to only include tasks that are "active" on the date displayed.


Technical Support

Chapura, Inc. provides free technical support for registered owners of PocketMirror.  You can contact our technical support group by e-mailing questions to support@chapura.com or by calling (334) 470-1979 between 8:00 a.m. and 5:00 p.m Central Time, Monday through Friday.  There are also many Frequently Asked Questions published on our web site at http://www.chapura.com/support.html.


Troubleshooting

Unable to attach to Outlook's default folder

Duplicate Records

Expression Service


Unable To Attach To Outlook's Default Folder

This error usually occurs when one or more Outlook folders have "lost their defaultness".  To restore the missing default folders, simply close Outlook and start it once using the /ResetFolders command line switch.  If you have Outlook closed, just click here to run Outlook with the switch, and you should be able to sync properly.

Another cause of this error is when there is no mail delivery location specified in your Outlook profile.  Check this as follows:

1) On the Outlook menu click "Tools" then "Services..."

2) Click on the "Delivery" tab.

3) Make sure the combo box at the top ("Deliver new mail to...") is either "Personal Folders" (or "Mailbox - name" if using Exchange Server).

4) Click OK

5) Close and restart Outlook.

If the delivery location was "none", you should be able to sync now.


Update Command.
Update Command

This is a special feature of PocketMirror which allows you to customize the phone numbers in your Handheld for each contact in your Address Book.  Outlook has many different phone number fields, whereas Handheld has only five.  With PocketMirror, if a contact has a total of five or fewer phone numbers and e-mail addresses, all five (or less) will be copied to the Handheld.  The update command is needed only if you have more than five numbers and addresses and the five you want to carry are different than the phone number priority list finds.  For more details, see Phone Numbers.

To use the update command feature, simply choose the five labels of the phone numbers you want for the Handheld contact and type a "U" in one of the fields next to one of the labels.  On your next HotSync, PocketMirror will retrieve the five phone number (and/or e-mails) from Outlook and place them in your Handheld.  The Update Command will update all five phone/e-mail fields in the Handheld.  For this command to work, you must already have the contact in Outlook and have not modified it since your last HotSync.  Modifying a contact on both the Handheld and Outlook will create a warning and duplicate records.  See the duplicate records topic in this help section.

If you create a new contact in Outlook with more than a total of five phone numbers and e-mails and HotSync, PocketMirror will create the contact in your Handheld Address Book with five phone numbers and/or e-mail addresses.  (If the contact has five or fewer numbers and addresses, all will be in the contact and there will be no need for the Update Command).  After this HotSync, if you decide you would rather have different numbers in your Handheld for this contact, use the update command feature. First edit the contact on the Handheld, change the labels to the numbers you desire (Work, Work, Fax, Home, and Pager for example).  In one of the fields next to the label, delete the number and type the letter "u".  On the next HotSync, all five numbers will be updated with the numbers from Outlook.

See also	Phone Numbers

Phone Number Tab

Changing Synchronization Settings

Outlook Contacts Preferences


Using Offline Folders

If you are using Exchange Server and have a profile for offline use, you must enable PocketMirror for use in the offline profile as follows:

- Start Outlook and connect to the Exchange Server (connect or online mode)

- If you have not previously synced to this profile, do so now.

- Show the folder list by selecting View/Folder List from the menu

- Right click on the PocketMirror folder and select Properties

- Click on the Synchronization tab and make sure the "When online or offline" radio button is selected.

- Click Ok.

When you sync with both online and offline folders, we STRONGLY recommend that you configure Outlook to synchronize all folders when you exit.  This will prevent you from syncing with an out of date set of offline folders.  To setup the automatic sync, follow these steps:

Outlook 97 users:

- Start Outlook and connect to the Exchange Server (connect or online mode)

- Click Tools, then Options..., then click the General tab

- Check the "When online, synchronize all folders upon exiting" box

- Click OK

Outlook 98 users:

- Start Outlook and connect to the Exchange Server (connect or online mode)

- Click Tools, then Options..., then click the Mail Services tab

- Check the "When online, synchronize all folders upon exiting" box

- Click OK


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 PocketMirror to use as a guide during the process.  You need to select whether PocketMirror 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, and Notes 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 four 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

HotSync Actions