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CompanionLink Software CompanionLink Software Manual Download Page 15

S

ELECT 

C

ONTACT 

F

ILE

 

 

Depending on your contact manager selection, you may be prompted to select a contact file (ACT!, 

Organizer) or a contact database (GoldMine).   

 

S

ELECT 

U

SER 

N

AME

 

 

Depending on your contact manager selection, you may be prompted for the user name for your 

database. 

 

S

ELECT 

T

RANSFER 

M

ETHOD

 

 

The transfer method tab, available during configuration, allows you to choose which method will 

control the flow of data and how it is moved during the synchronization process. 

 

 

Summary of Contents for CompanionLink

Page 1: ...CompanionLink User s Guide COPYRIGHT 2001 BY COMPANIONLINK SOFTWARE INC ALL RIGHTS RESERVED CompanionLinkisaTrademarkofCompanionLinkSoftware Inc Otherbrandsaretrademarksoftheirrespectiveholders...

Page 2: ...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 limitation...

Page 3: ...e for WinCE Pocket PC Devices 17 Index 18 Copyright 2000 by CompanionLink Software Inc All Rights Reserved CompanionLink is a Trademark of CompanionLink Software Inc Other brands are trademarks of the...

Page 4: ...urs 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 co...

Page 5: ...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 COMPAN...

Page 6: ...r 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 proces...

Page 7: ...nd 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 Outloo...

Page 8: ...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 c...

Page 9: ...TE 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...

Page 10: ...er 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...

Page 11: ...n 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 corre...

Page 12: ...HANDERA SONY CLIE WINDOWS CE Please designate which desktop software your device synchronizes with either Outlook or Schedule Plus CompanionLink writes data to the desktop software and launches Active...

Page 13: ...e 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 drive...

Page 14: ...OTES We expect to support Lotus Notes 5 0 and higher in the near future OUTLOOK CompanionLink fully supports versions 97 98 2000 2002 XP SCHEDULE CompanionLink supports versions 7 0a 7 5 PALM DESKTOP...

Page 15: ...t database GoldMine SELECT USER NAME Depending on your contact manager selection you may be prompted for the user name for your database SELECT TRANSFER METHOD The transfer method tab available during...

Page 16: ...the Handheld to the PC Contact INFO TO THE PC Manager Data on the handheld will not be modified in any way SYNCHRONIZE For most organizers CompanionLink moves data from the CHANGES BOTH handheld to t...

Page 17: ...TE There may be an additional configuration available for each application Toseethisconfiguration selectthe application such as DateBook and then press Application Settings For many contact managers t...

Page 18: ...hseparatesetsofdatafromdifferentdatasourcesonyourPC computer NOTE Some organizers notably Win CE via Schedule do not have category settings While the Category Manager allows you to create categories f...

Page 19: ...RENAME CATEGORY Use this option to rename a category without changing any data that may already be synchronized with that category INCLUDE EXCLUDE If you exclude a category all the data in that categ...

Page 20: ...anager can fill multiple categories on the handheld organizer Additional Categories are those mapped to different data files These files may have a field for category but this field is ignored All rec...

Page 21: ...our desktopsoftware Ifyoudonot Activesyncwillinstallthecorrectdesktopsoftwareforyou Schedule does not have as many features as Outlook notably Pocket Outlook categories which are not synchronized when...

Page 22: ...daVinci Pro 8 GoldMine 10 HotSync 1 Include Exclude 15 Installation 5 Installing 3 Lotus Organizer 10 Lotus Notes 10 MicrosoftOutlook97 98 2000 10 Organizer Type 7 Palm Desktop 10 PalmOSDevices 8 Proc...

Page 23: ...onlink com PDABuzz com Everything for your PDA at one fun comprehensive website The definitive resource for news discussions accessories and reviews for and about your PDA www pdabuzz com Log onto daV...

Page 24: ...gs Oregon 97415 Online Step Guide http www companionlink com CL_SetupGuide html Online Knowledge Base http www companionlink com knowledge html Support 541 412 0300 Voice 541 412 0400 Fax 541 412 0500...

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