CompanionLink User's Guide © COPYRIGHT 2001 BY COMPANIONLINK SOFTWARE, INC. ALL RIGHTS RESERVED. CompanionLink is a Trademark of CompanionLink Software, Inc. Other brands are trademarks of their respective holders. License Agreement COPYRIGHT. CompanionLink and all products created by CompanionLink Software, Inc. (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. GRANT OF LICENSE. With your purchase of CompanionLink, CompanionLink Software grants you the right to install and use the program for the specific number of people that have purchased licenses (i.e. a single license is for one person, and a five-user license is for five people). You may install CompanionLink on multiple computers, or use it with multiple organizers, provided that each installation is specifically for the correct number of licensed users. RESTRICTIONS. You may not make copies of this guide, or of any page in this guide, without written permission from CompanionLink Software. You may not decompile or reverse engineer the Software. MEDIA REPLACEMENT. CompanionLink Software warrants the physical media on which the software is distributed. Any such media that is not readable in any way will be replaced without charge. GOVERNING LAW. The laws of the State of Oregon govern this license agreement. RIGHTS. CompanionLink Software retains all rights not expressly granted. Nothing in this license agreement constitutes a waiver of CompanionLink Software's rights under U.S. Copyright laws or any other Federal or State law. Limited Warranty LIMITED WARRANTY. CompanionLink Software warrants that the Software will perform substantially in accordance with the accompanying written materials for a period of 90 days from the date of receipt. Any implied warranties on the software are limited to 90 days. Some states do not allow limitations on duration of an implied warranty, so the above limitation may not apply to you. CUSTOMER REMEDIES. CompanionLink Software's entire liability and your exclusive remedy shall be, at CompanionLink Software's option, either (a) return of the price paid or (b) repair or replacement of the software that does not meet CompanionLink Software's Limited Warranty and which is returned to CompanionLink Software with a copy of your receipt. This Limited Warranty is void if failure of the software has resulted from accident, abuse, or misapplication. Any replacement software will be warranted for the remainder of the original warranty period or 30 days, whichever is longer. No other warranties. CompanionLink software disclaims all other warranties, either expressed or implied, including but not limited to implied warranties of merchantability and fitness for a particular purpose, with respect to the software and the accompanying written materials. This limited warranty gives you specific legal rights; you may have others which vary from state to state. No liability for consequential damages. In no event shall companionlink software or its suppliers be liable for any damages whatsoever (including, without limitation, special, indirect incidental or consequential damages, damages for loss of business profits, business interruption, loss of business information, or other pecuniary loss) arising out of the use of or inability to use this product, even if companionlink software has been advised of the possibility of such damages. Because some states do not allow the exclusion or limitation of liability for consequential or incidental damages, the above limitation may not apply to you. i Table of Contents Getting Started ....................................................................................................... Installation .............................................................................................................. Running CompanionLink ......................................................................................... Category Manager ................................................................................................... CompanionLink Synchronize ................................................................................... Special Note for WinCE/Pocket PC Devices................................................................. Index ..................................................................................................................... 1 3 6 13 17 17 18 CompanionLink Software, Inc. P.O. Box 1660 / 340 Pacific Ave. Brookings, Oregon 97415 (541) 412-0300 www.companionlink.com © Copyright 2000 by CompanionLink Software, Inc. All Rights Reserved. CompanionLink is a Trademark of CompanionLink Software, Inc. Other brands are trademarks of their respective holders. Technical Support Technical support for all purchased products is available free of charge by calling our technical support department. CompanionLink Software, Inc. Hours: 7:00 a.m. to 4:00 p.m. Pacific Time, M-F Support: (541) 412-0300 Fax: (541) 412-0500 Email: support@companionlink.com Visit our Website: http://www.companionlink.com Online Step Guide: http://www.companionlink.com/CL SetupGuide.html Online Knowledge Base: http://www.companionlink.com/knowledge.html CompanionLink Software, Inc. P.O. Box 1660 / 340 Pacific Ave., Brookings, Oregon 97415 GETTING STARTED Thank you for purchasing CompanionLink. CompanionLink is a new generation synchronization tool that moves contact, calendar, to-do and memo information from your contact manager to many types and brands of handheld organizers. FOUR-STEP QUICK-START STEP 1: STEP 2: Install the software that is supplied with your handheld organizer onto your computer. Start the software that is supplied with your handheld organizer. In the desktop application, enter an appointment for 10:00 a.m. Configure your synchronization options and then run the synchronization software with the handheld organizer, except Psion and OnHand. For Psion, run "Backup." Make sure the appointment is at 10:00 a.m. on the handheld. PLEASE DO NOT INSTALL OR RUN COMPANIONLINK UNTIL YOU KNOW THAT YOUR HANDHELD DESKTOP MANAGER IS INSTALLED AND WORKING. STEP 3: Install CompanionLink. Configure via "Settings" to select your handheld organizer and main personal information manager. For more detailed setup, select "Category Manager" and "Application Settings" for each of the handheld applications ­ Address Book, Datebook, ToDo List, and Memo (if applicable). For Palm OS organizers, press the HotSync button to synchronize data. 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. Next, select the process for synchronization. For Palm OS devices, press the HotSync button. For Windows CE/Pocket PC devices, open Active Sync and click the "Sync" button. For Vtech Helio, Start Vsync manager on the handheld. Push the Sync button on the cradle, then OK. For CellVic select Applications on handheld. Select AutoSync >> Start For Psion, run straight "Backup". For OnHand, place unit in docking station and view the data in the desktop. Once the synchronization is complete, check the following: 1) Is the appointment on the handheld? If not, check your connections and synchronization settings, then correct them to ensure the appointment is synchronized. 2) Does this appointment appear at 10:00 a.m. on the handheld? If not, check your Windows time zone settings. Be sure that they match the time zone settings on the handheld device. Some organizers are highly sensitive to time zone and "local time" settings. When you can properly transfer a single appointment from the desktop application to the handheld organizer, then you are ready to install CompanionLink. COMPANIONLINK INSTALLATION Place the CompanionLink disk #1 in the floppy disk drive. From the Windows Start bar, select Start >> Run and type "A:/Setup". Select OK and run the installation program. NOTE: COMPANIONLINK SUPPORTS WINDOWS 95/98/ME/NT/2000/XP. COMPANIONLINK DOES NOT RUN UNDER WINDOWS 3.1 OR MACINTOSH OPERATING SYSTEMS. The InstallShield Wizard will prompt you for the information necessary to complete the installation process. It is best to install CompanionLink to the default location. An icon will be placed on the desktop as well as in the Programs menu to run CompanionLink. RUNNING COMPANIONLINK The CompanionLink icon can be found in the Start menu using Start >> Program Files >> CompanionLink. Double click on the icon to run the program. SETTINGS This button allows you set options for your handheld organizer, personal information manager, transfer method and other functions. CATEGORY MANAGER Customize synchronization and select additional features. If you have CompanionLink Professional, you will be able to select additional data files and contact managers. 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. CompanionLink supports all of these organizer families. DESKTOP ADDRESS BOOK AND CALENDAR CompanionLink supports a variety of contact managers. In this initial configuration, you should select the one you use the most. This will become your Primary database for the purposes of CompanionLink configuration. The list in your program may differ from that shown in this manual, as you may have a special version of CompanionLink, or we may have added more software drivers to the list. If you have CompanionLink Professional, you will have the option of selecting multiple contact managers for a single synchronization process. This selection is done using the Category Manager. ...