Office Tracker lets you take your important schedule information with you on the road with the OTPalm Synchronization software. No need to worry about carrying a printed copy, you can just upload your Office Tracker events to your Palm and carry on with your busy day.

2-way Synchronization with Schedules and Contacts

Office Tracker Palm is Perfect for:

- Outside Service Reps
- Busy Executives
- Medical Staff
- Anyone with a need to take their schedules on the road

OTPalm Guidelines and Requirements:

• You cannot run the Office Tracker Server software on a machine with the Palm Synchronization software installed. If you are running the Office Tracker Server and Office Tracker client on one machine, you will not be able to synchronize that client with the Palm Pilot.

• The range of events each client will receive when they do a palm sync depends on the settings you have created in the Office Tracker Server Palm Settings area.

• The OTPalm Sync software requires that the Network Hotsync manager is installed on your palm device and that you have done at least one Local Sync.

• The current user name selected in the Palm Desktop software much match the Office Tracker user name you want to synch.

• The Office Tracker Server uses port 14238 to sync to the palm pilots on your network. If you plan to allow internal syncs only you should not open this port. This port will need to be opened to sync from an Internet connection. Refer to your Information Systems department or the person who handles your routers.

Setting up the Office Tracker Server to Work with OTPalm Sync

Entering your OTPalm Sync Serial Number

1. Click the Palm Settings icon from the Office Tracker Server Admin page.

2. Enter the Palm serial number from the front of your CD ROM cover.

3. Click the "Update Settings" button and then click "OK" to accept your number.

Creating or Editing the Date Range for Palm Synchronization

The recommended settings for yourPalm Sync is already entered by default. If you find that you need to change this time range so users get events further into the future, you can edit the settings by following the steps below.

1. Click the Palm icon in the Office Tracker Server Admin page.

2. Change the number of days for "Sync Backward" and "Sync Forward" to the number of days you would like to use.

3. Click the "Update Settings" button. Click "OK" when asked if you are sure you want to save changes.

4. Press the "Close" button to close the Palm settings window.

Setting Up the Palm Sync Software

The OTPalm software lets you synchronize events created on the Office Tracker scheduling system to you palm device. The OTPalm Sync software requires that the Network Hotsync manager is installed on your palm device. Once this software is installed, you may download your events from the Office Tracker Server to your palm device from your Office Tracker client computer. The following outlines what is required to set up your palm and client computer to sync with the Office Tracker system.

1. Installing the Network Hotsync Manager on your Palm Device

First determine whether or not your Palm device has the Network Hotsync manager software.

1. Tap the Hotsync icon in the main applications area.

2. Tap the Menu icon to show the Options menu.

3. If the Network Hotsync manager is present, LANSync Prefs will appear in the menu list.

If the Network Hotsync manager is present, perform a local hotsync first before attempting to connect to the Office Tracker Server.

Note: The current user name selected in the Palm Desktop software must match the Office Tracker user name you want to sync. To check this in your Palm Desktop application, start it from the Start menu, then look at the upper right corner and see which user name is selected.

If the Network Hotsync manager is not present, you must complete the following steps to install the Network Hotsync manager on your palm device.

Note: The current user name selected in the Palm Desktop software much match the Office Tracker user name you want to sync. To check this in your Palm Desktop application, look at the upper right corner and see which user name is selected.

2. Setting up your Palm to connect to the Office Tracker Server

1. Tap the Hotsync icon in the main applications menu.

2. Tap the menus icon to bring up the Options menu.

3. Select Primary PC Setup.

4. Enter "!!" for the Primary PC Name.

To enter "!!" first tap the keyboard icon "abc", tap the "Shift" key on the keyboard, then tap the exclamation point two times.

5. Enter the Office Tracker Server IP address for the Primary PC Address.

6. Enter 0.0.0.0 for the Subnet Mask, or leave it empty.

7. Tap OK.

8. Tap the menus icon again to bring up the Options menu.

9. Tap LanSync Prefs.

10. Select LanSync and tap OK.

3. Setting up your local client machine for Palm Sync to the Office Tracker Server

1. Run the Palm Desktop software

NOTE: When you do the Palm Desktop Install, the User Name for the Palm handheld needs to match the User name on the Office Tracker Server.

2. Make sure the Hotsync Manager is running, it should show up in the taskbar.

3. In the Palm Desktop, select the Hotsync/Setup menu item.

4. Click on the Network tab.

5. If your username is checked, uncheck it.

6. Click OK.

7. Right-click the Hotsync Manager Icon in the taskbar.

8. If the Network item is not checked, click on it to activate it.

9. If the Local Serial or Local USB item is not checked, click on the appropriate item to activate it (depending on the type of hotsync cable you have).

4. Perform a Palm Sync to the Office Tracker Server

You are now set up to perform a Palm sync to Office Tracker. Connect your palm device to the hotsync cable on your client computer and press the hotsync button. You should see the Datebook updating and once the hotsync is complete, you should see your events from Office Tracker in your Datebook. All Office Tracker events have "-OT" at the end of their name/description field. Every time you sync with the Office Tracker server, your old OT events will be erased and the latest OT events will be added to your palm device for the time range set by the server administrator.

If the Office Tracker Server does not have the OTPalm Sync software configured it will time out after several seconds and your Palm unit will tell you that the connection could not be established. Contact your Office Tracker Server Administrator to let them know if you can’t connect.

Note: This is a one-way sync. You cannot edit &emdash;OT events on your palm and re-sync them. You must edit them from Office Tracker itself.

5. Switching to and from Office Tracker Sync to Local Sync

To perform a local hotsync once you have done the setup described above, you must complete the following steps:

1. Tap on the Hotsync icon on your palm device.

2. Tap on the Menus icon to see the Options menu.

3. Select the LANSync Prefs item

4. Select Local Hotsync and click OK.

5. Once you have done the local hotsync, to switch back to Office Tracker Hotsync, perform steps 1-3 and then select LANSync and click OK.

6. Switching to and from Office Tracker Sync to regular Network Sync

To perform a network hotsync to your Palm Desktop once you have done the setup described above, you must complete the following steps:

1. Activate your Palm Desktop.

2. Select the Hotsync/Setup menu item.

3. Click on the Network tab.

4. Check your username.

5. Perform a local hotsync.

6. Once you wish to perform an Office Tracker palm sync in the future, you must complete the steps in paragraphs II and III, above.

NOTE: We make our best effort to keep information up to date, however, all information on this page is subject to change without notice. If in doubt, you are encouraged to get the most updated information by contacting Milum at 800-257-2120 or at 512-469-2966