FootPrints: Sync Client

  

To Configure Settings in the FootPrints Sync Client:

1. Double-click the FootPrints Sync Setup shortcut on the desktop.

Foot Prints Sync Setup icon.


2. Click the Settings button. A page is displayed for you to enter your FootPrints User ID, password, and URL for the location of the FootPrints link. The default for this location is http://localhost/MRcgi/webcal, where localhost is your PC or handheld device.

Foot prints Sync Settings tab.


3. Click the Next button after you have entered the information. The Information Manager Settings window is displayed.

Information Manager Settings tab.


4. Select your PIM from the Information Manager Name drop-down list, then click the Configuration Options button.

Options are:

  • Lotus notes
  • Microsoft Outlook
  • Outlook Express
  • Palm Desktop
  • Palm Hotsync
  • PocketPC Sync thru Outlook

5. Once you have selected your PIM, click the Configuration Options button. A tabbed window is displayed with options for you to configure PIM. Not all tabs are displayed for all types of PIM. Choose your settings on each tab.

User ID tab.


The following are the tabs and their options:

  • User ID - Select the User ID from the drop-down (this tab is displayed with Palm and Palm HotSync only)
  • Transfer Method - Select whether to transfer data in both directions, from the PIM to FootPrints only, or from FootPrints to the PIM only.
  • Synchronize changes both ways -  When synchronizing the PIM with FootPrints, write new data in both directions.
  • Add PIM_type into FootPrints - only write data from the PIM to FootPrints.
  • Add FootPrints into PIM_type - Only write data from the FootPrints to PIM.
  • Content - Select which data to transfer.
  • Contacts - Write FootPrints contacts into the PIM. Regardless of whether you choose to synchronize both ways or in just one direction on the Transfer Methods tab, you can only write contacts from FootPrints to the PIM.                          
  • Tasks - Write FootPrints Issues to the Tasks list. When synchronizing from the PIM to FootPrints, tasks synchronization changes the status field of the FootPrints Issue according to what you specified when you configured this feature in FootPrints.
  • Calendar - Write calendar appointments between FootPrints and the PIM.
  • Personal category - Choose whether to synchronize Personal Category data (this tab is displayed with Palm HotSync only).

5. When you have configured all of your settings on the tabs, click the OK button. The Information Manager Settings window is re-displayed.

6. Click the Next button. The Synchronization Settings window is displayed.

Synchronization Settings tab.


7. Select how you want your PIM synchronized with FootPrints:

  • Synchronize once each day at time - Use the drop-downs to select the time of day at which the FootPrints Sync client will perform synchronization. You can still synchronize "on-demand" by clicking the Synchronize button from the FootPrints Sync client interface.
  • Synchronize every hours - Use the drop-down to schedule synchronization every X hours. You can still synchronize "on-demand" by clicking the Synchronization button from the FootPrints Sync client interface or by double-clicking the FootPrints Sync icon. Because synchronization can be demanding on the server, auto synchronization can be scheduled with a maximum frequency of once per hour per user. If immediate synchronization is required, double-click the FootPrints Sync icon in your system tray.
  • Synchronize when the computer is started - If you select this option, the FootPrints Sync client will synchronize when the PC or handheld on which the client resides is booted. You can still synchronize "on demand" by clicking the Synchronize button from the FootPrints Sync client interface.
  • Synchronize Manually - Synchronization only occurs when you select the Synchronization button from the FootPrints Sync client interface.

8. When you have made your choices, click the Next button. The final window is displayed.

Finishing tab.


9. Click the Finish button to complete the configuration tasks.

 

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2/15/2017 4:39:20 PM