Setting Palm SFA HotSync Preferences

Set Palm SFA HotSync preferences to determine how the application communicates with the host system when you synchronize data. Set HotSync preferences for each Palm SFA application:

If you attempt to start an application prior to setting its HotSync preferences, the application displays the Sync Setup screen for the application you want to run.

Note: As synchronizations can take a few minutes, depending on the amount of data needing to be transferred, you might want to synchronize after setting each application's HotSync preferences. As Palm SFA applications share data, you will notice that most preference fields populate after the first synchronization.

To set Palm SFA HotSync Preferences:

Start the Eclipse Palm application.
Tap the Menu screen button.
From the Options menu, select HotSync Preferences.

Complete the following fields:

Field	Description
Eclipse User ID / User ID	Your User ID. This is the same User ID you use to log onto the host system.
Password	Your password. This is the same password you use to log onto the host system. The first time you enter the password it is not masked. Thereafter, the password is hidden behind asterisks.
Host Name	The name of the host system running the Eclipse application. You can also use the IP address of the host name. Note: If you use multiple Eclipse companion products, verify this setting with your Palm SFA Support technician.
Serial # / Serial Num	This field is reserved for future implementation.

Select one or more of the following options:

Option	Description
Sync with Eclipse	Select this option to upload data from the Palm device to the host system whenever you synchronize your Palm device.
Auto Generate Paths	Palm SFA Support technicians use this option for troubleshooting. Use the default that displays. Clearing this option causes the Set Paths button to display. Use the Set Paths button to define the Sync Paths that Palm SFA uses to communicate with the host system.
Sync Acct Info	For Pocket Contacts, whether to also synchronize A/R information for customer and vendor accounts.
Sync Past ___ Day	For Pocket Scheduler, the amount of history to upload to the application. The default is 30 days.
Send Orders	For Pocket Order Entry (Pocket OE), select how you want to upload orders: Every Time This Time Only Clear Sent Orders on Sync Disable synchronization time out
Download Reorder Info	For Pocket OE, select how you want to download Reorder Pad information to the Palm device: Every Time This Time Only

Tap OK to save changes and return to the previous screen.
Synchronize your Palm device.