UMCal Palm Sync for Windows 10g Installation & Upgrade

1. Pre-Install Notes

Things to know:

• You do need to have rights to install software on your computer and should be logged in as the user who will be synchronizing their device.
• You do not need to install the Oracle Calendar to use the Palm synchronization.
• You do need to have the Palm Desktop installed.
• You do need to synchronize your handheld with Palm Desktop before installing the UMCal synchronization software.
• Do not synchronize your device with the UMCal sync tool from more than one computer.
• Do not sync multiple devices to the same computer; if this is necessary on your end, please write us at umcal@umn.edu and we can cover ways to address your needs
• Tungsten E, Tungsten T3, Zire 31, and Zire 72 users: apply the the PIM Support Update, dated August 31, 2004, before installing the sync tool.
• Tungsten T5 users: apply the Tungsten T5 Update v1.1, dated 6/21/2005, before installing the sync tool.

2. UMCal Palm Sync for Windows Requirements

Microsoft Windows Requirements

• Supported Versions of Windows:
  
  • Windows 2000
  • Windows XP
• 75 MB disk space
• 128 MB RAM

Palm Requirements

• Palm Desktop 3.1 to 4.1.4 (4.2.1 not officially certified but typically okay)
• Devices running Palm OS 4.1 to 5.4 inclusive; officially certified devices are:
  • Tungsten T
  • Tungsten T3
  • Tungsten T5
  • Zire 31
  • Zire 72
  • Treo 600
  • Treo 650
  • Sony Clie PEG-TG50C
• Note: Integration with Franklin-Covey planner software and PocketMirror are not officially supported.

3. Upgrading from 9.0.4.x

If you are upgrading

Due to a minor, unresolved issue when upgrading to the 10.1.1.x synchronization tool from a 9.0.4.x tool, a separate upgrade guide has not been provided. While the process of installing the newer sync tool over the older version typically works, this process may leave HotSync without the Oracle conduits installed, preventing synchronization.

To upgrade the synchronization tool:

1. Synchronize your device.


2. Uninstall the Oracle Calendar Sync for Palm application from the Add/Remove Programs control panel.


3. Install the newer version of the tool as described below. Your settings will be retained, though you should proceed through the configuration steps below and verify that these settings remain correct.

4. Installing UMCal Palm Sync for Windows

Downloading the sync tool

To download the latest version of the software, go to: http://www.umn.edu/umcal/download

Installing the sync tool

1. Double-click the file umcal-syncpalm-win-<version>.exe. This will launch the installer.


2. If you are prompted to install the .NET Framework, you may bypass the installation; .NET is not required for standard sync functionality.


3. After you double-click the installer, the following screen will appear. Click Next.
   
   


4. Choose the destination folder. The default folder is preferred. Click Next.
   
   


5. Select your installation type, complete or custom. To install conduits for calendar, tasks, and contacts sychronization, select Complete. To install only a subset of the conduits, select Custom. Click Next.
   
   


6. Click Install at the next screen.
   
   


7. You will receive a confirmation once the software has been succesfully installed. Do NOT click Finish at this point as the conduits may not be properly installed. Continue to the next section of this document.
   
   

5. Configuring UMCal Palm Sync for Microsoft Windows

Configuring the conduit

1. On the Sign In category, fill out your user information.

   User Input: UMCal Settings

   The Server is the same for all campuses: umcal.umn.edu Enter the Node number for your campus. 100 - Crookston 200 - Duluth 300 - Morris 400 - Rochester Twin Cities users, see below.

   Twin Cities users should refer to http://www.umn.edu/umcal/support/nodes to determine their node assignment.

   
   


2. The remaining settings are all user-customizable: set them according to your needs. Click OK.
   
   


3. Return to the InstallShield Wizard Completed screen, wait several seconds, and click Finish.

5. Before Synchronizing

Copy the timezone.ini

Verify conduit installation and settings

In certain cases, the required conduits may not be installed properly or two entries may appear for each synchronization type.

1. Right-click on the HotSync Manager icon in your system tray and select Custom.
2. Assuming a complete installation was performed, verify that one or both sets of the conduits listed below were installed:
   New set (Palm OS >=5.4, some OS 5.2):
   • Calendar (Oracle Calendar)
   • Tasks (Oracle Calendar)
   • Contacts (Oracle Calendar)
   Old set (Palm OS <5.x):
   • Date Book (Oracle Calendar)
   • To Do List (Oracle Calendar)
   • Address (Oracle Calendar)
   If none of the conduits listed above appear, exit and restart the HotSync manager. If the conduits are still not present, perform another installation of the sotware (you do not need to uninstall the software first). Pay particular attention to when you click Finish following the installation (as noted in the installation steps).
3. If both the new and old sets of conduits are present, individually open each conduit not in the set for your device, set the synchronization action to Do Nothing, check Make Default, and click OK. Open each conduit in the new set, set the synchronization action to Quick Synchronization, check Make Default, and click OK.
4. If any of the conduits listed above, less the trailing (Oracle Calendar), are present, set the default synchronization action for each to Do Nothing.