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Configuring Chaos Sync For Handhelds

ALWAYS Backup Your Data Before Configuring Chaos Sync With Handhelds.

  1. How do I configure Chaos Sync With Handhelds?
  2. Handheld configuration:
    1. Which handheld do I select?
    2. How do I set up my handheld?
    3. How do I sync?
  3. Contact manager configuration:
    1. What contact managers are supported?
    2. What do I select on the Database tab?
    3. What is Purge And Reload? Do I need to do this?
    4. How do I map phone numbers and fields from my database so that they sync to my handheld?

How Do I Configure Chaos Sync For Handhelds?

  1. Install the software for your handheld. Prior to configuring your handheld, you must install the software for your handheld and make sure that your handheld can synchronize with this.
  2. Disconnect your handheld.
  3. Open Chaos Sync For Handhelds.
  4. Click on Settings.
  5. The handheld selection screen will come up. Please select your handheld.
  6. Click Next.
  7. The contact manager configuration screen will come up. Select either Intellect or Time & Chaos from the dropdown menu, depending on which you use.
  8. Click Configure.
  9. The configuration tabs for the contact manager will come up. Set these however you wish. See the Contact Manager Configuration section below for more information about which settings to select.
  10. Click Apply, OK, Next and Finish.
  11. The main screen will come up.
  12. Chaos Sync For Handhelds is now configured.

Handheld Configuration

Which handheld do I select?
Chaos Sync For Handhelds is compatible with BlackBerry, Palm and Windows Mobile/Pocket PC handhelds. Please select the handheld you are using. If you are not using one of these handhelds, you will not be able to use Chaos Sync For Handhelds.


How do I set up my handheld?
Before configuring Chaos Sync For Handhelds, you need to install the software for the handheld and make sure that your handheld can synchronize with this. Specific instructions for each handheld type are listed below.

BlackBerry
Install BlackBerry's Desktop Manager. Once this is installed, connect your handheld. In Desktop Manager, your handheld must say "Connected" before you can configure Chaos Sync For Handhelds.

After configuring Chaos Sync For Handhelds, close this program, then disconnect the handheld. Open BlackBerry's Desktop Manager program, then click on either Intellisync or Synchronize, depending on which option you have and then follow the instructions below:

  • Intellisync
    1. Double-click the Intellisync icon.
    2. This will bring up the Intellisync settings screen. In Intellisync, you want to make sure the following settings are selected:
    3. In the checkboxes at the top of the screen:
      • Make sure that Synchronize PIM is NOT checked.
      • Check Execute Add-In Actions.
      • Check Update Handheld Date And Time.
    4. Click on the Auto Start button.
      • Make sure that Synchronize PIM is NOT checked. (Note: If this was checked, you will need to restart your computer before trying to synchronize.)
      • Make sure that Execute Add-In Actions is NOT checked.
      • Check Update Handheld Date And Time.
    5. Click on the Configure Add-Ins button.
      • Make sure that CompanionLink is listed and that there is a checkmark in the box.
  • Synchronize
    1. Double-click the Synchronize icon.
    2. In the checkboxes at the top of the screen:
      • Make sure that Synchronize Organizer Data is NOT checked.
      • Check Execute Add-In Actions.
      • Check Update Handheld Date And Time.
    3. Make sure that the box for "Synchronize the items selected above automatically when your device is connected to the BBDM" is NOT checked.
    4. Click on Configure, then Add-ins. Make sure that CompanionLink is listed. (Note: The version number here does NOT have to match CompanionLink's version.)
    5. Click OK.

For more information about how Chaos Sync For Handhelds syncs with this handheld, please see our CompanionLink for BlackBerry Setup Guide.


Palm
Install the Palm Desktop software. If asked what you want to sync with, choose Palm Desktop. Once this is installed, HotSync the handheld. This sync must complete without errors before you can configure Chaos Sync For Handhelds.

For more information about how Chaos Sync For Handhelds syncs with this handheld, please see our CompanionLink for Palm Setup Guide.


Windows Mobile/Pocket PC Direct

  1. Install the Microsoft ActiveSync software.
  2. Connect your handheld.
  3. The Synchronization Setup Wizard will open.
  4. Look at your handheld. If there are any prompts here, please respond to these. When all prompts are closed, return to the computer.
  5. Click Next.
  6. The Synchronization Options window will open. Uncheck everything except the three items beginning with 'Clx-'. While you may add in other items later, it is best to start with just the items you will be synching with Chaos Sync For Handhelds.
  7. Click Next and Finish.
  8. If a prompt appears telling you that items of this type have not been synchronized before, choose 'Replace items on my device'.
  9. When this sync is complete, disconnect the handheld.

After configuring Chaos Sync For Handhelds, close this program, then do the steps below:

  1. Open Microsoft ActiveSync.
  2. Click on the File menu and choose Delete Mobile Device or Delete Partnership, depending on which option you have. Repeat until this option is gone/greyed out.
  3. Connect your handheld.
  4. The Synchronization Setup Wizard will open.
  5. Look at your handheld. If there are any prompts here, please respond to these. When all prompts are closed, return to the computer.
  6. Click Next.
  7. The Synchronization Options window will open. Uncheck everything except the three items beginning with 'Clx-'. While you may add in other items later, it is best to start with just the items you will be synching with Chaos Sync For Handhelds.
  8. Click Next and Finish.
  9. If a prompt appears telling you that items of this type have not been synchronized before, choose 'Replace items on my device'.

For more information about how Chaos Sync For Handhelds syncs with this handheld, please see our CompanionLink for Windows Mobile/Pocket PC Direct Setup Guide.


How do I sync?
For the BlackBerry, connect the handheld to the computer, then open BlackBerry Desktop Manager and double-click on either Intellisync or Synchronize, depending on which icon you see, then click on Synchronize Now.

For the Palm, connect the handheld to the computer and HotSync the handheld.

For a Windows Mobile/Pocket PC handheld, connect this to the computer. The sync will happen automatically.


Contact Manager Configuration

What contact managers are supported?
Chaos Sync For Handhelds is compatible with Intellect and Time & Chaos 6.0 and higher.


What do I select on the Database tab?
This should be left at the default setting, which is "\" unless you know that your database is saved somewhere other than the default. If your database is stored elsewhere, click on Browse to select the database.


What is Purge And Reload? Do I need to do this?
The Purge And Reload tab allows you to delete all of the data from the handheld in the selected area(s) and replace it from your contact manager. No data is deleted from your contact manager. You may do this to all areas of the handheld, or only to certain areas, such as only your contacts.

If you are synching for the first time, have changed computers, or uninstalled and reinstalled Chaos Sync For Handhelds, you need to do this. This is typically done in these situations in order to prevent duplications. On a first sync, by default, all of your data from the handheld will synchronize into your contact manager and vice versa. If you have similar data in both places, the data will be duplicated. If you have used another synchronization program, or have uninstalled and reinstalled Chaos Sync For Handhelds, or are changing computers, you are strongly urged to do this.

This may also be done to remove corrupt or duplicate data from the handheld, or to make sure that current data is being sent to the handheld.


How do I map phone numbers and fields from my database so that they sync to my handheld?
The Custom Fields, Palm Phone, Phone Fields, Phone Labels, and Field Mapping tabs allow you to customize which fields are synched between your contact manager and your handheld. The specific tab(s) you have available is dependent on your handheld. For more information about how to use these tabs, please see the setup guides referenced in the section, How do I set up my handheld?.