Oracle Calendar Sync 9 for Palm: Windows Install and Setup

See also Oracle Collaboration Suite Client Installations Oracle Calendar Desktop Client for Palm for Windows, which has installationinformation.

• Before you begin using Oracle Calendar Sync for Palm, verify that your Palm device is set to the correct date. An incorrect date leads to unexpected results when performing a synchronization.
  
  
• Palm Desktop and the HotSync Manager must be installed before you install Calendar Sync.
  
  
• Perform a synchronization before you install Oracle Calendar Sync for Palm.
  
  
• Calendar Sync works with HotSync. By default, Calendar Sync takes over the HotSync conduits for the Datebook, the Address Book, and the To Do list.
  
  
• If you choose a Custom installation of Calendar Sync you can install only selected conduits, in which case only those aspects would be synced with UICalendar. So, for example, if you didn't want your address book on your PDA to be synced with your UICal address book, you would choose Custom install when installing Calendar Sync and not install the Address book conduit. Then your Address book would continue to be synced with the Palm Desktop rather then UICal. This can only be done during Calendar Sync installation.
  
  
• You decide when you set Calendar Sync up what you will do whenever there is a conflicting change in an item between your PDA and the UICal. It will not warn you when there is a conflict; it will just resolve it as you instructed it in your Rules setting.
  
  
• Please read the Oracle instructions for Calendar Sync for Palm; they have very valuable information.
  

Perform a synchronization before you install Calendar Sync for Palm. This is required if you had a previous version of CorporateSync installed.

To install Oracle Calendar Sync:

1. Log on the your computer; if using Windows NT or above you must be using an account that has Administrator privileges.
2. Make sure Palm Desktop 3.1 or higher is installed.
3. Download the Calendar Sync install file and double-click on the downloaded .exe file or run it from the Web. It will say preparing to install while the zipped file uncompresses.
4. Follow the onscreen InstallShield instructions:
   1. Click Next> on the Welcome screen.
   2. On the Destination Folder screen accept the default installation location or change it if you wish and click Next>.
   3. Choose an installation type. If you choose Custom, there is no difference between "This feature will be installed on local hard drive" and "This feature, and all subfeatures, will be installed on local hard drive".
      Choose Custom if you want to install only selected conduits, in which case only those aspects would be synced with UICalendar. So, for example, if you don't want your address book on your PDA to be synced with your UICal address book, you would choose Custom install and not install the Address book conduit. Then the Address book would continue to be synced with the Palm Desktop rather then UICal. This can only be done during installation.
      Click Next>.
   4. Click Install on the Ready to Install screen.
   5. The installation progress is shown on the Installing Calendar Sync for Palm screen.
   6. Click Finish on the InstallShield Wizard Completed screen.

That finishes the installation. A dialog box will open saying you will have to reboot to and the Sync Settings will open. I suggest waiting until after you set it up to reboot.

Now you have to configure it.

The Settings choices are:

Synchronize Refused Events

You might want not to check this; sometimes things you've deleted will come back to haunt you if you check it.

Add Attendee names to Notes.

If you attend meetings and want to keep track of who's coming, you will want to check this. It is the only way to get Attendee names to the PDA. They go into a special section the Notes section of a PDA datebook entry. For more information, see the Oracle document on Calendar Sync.

Limit Details - Maximum size in kilobytes (of each item)

Unless you have really big details or attachments, this one doesn't much matter; it's in Kilobytes and even 1 kilobyte is pretty big.

Add Location to Title

This one you do want to check. The PDA doesn't have a location field. This adds the UICal location to end of the title, enclosed in parentheses.

You can also add Locations to items that originate on the PDA that will be brought up to UICal, if you add the location to the end of the title, enclose it in parentheses, and put an "at" sign in front. For example, a PDA item with
this Title: Lunch with Jane @(Fresco's)
would yield a UICal calendar item with
the Title: Lunch with Jane and Location: Fresco's

The Date Range choices are From and To, with choice in days, weeks, or months, or you can select a date. (Selecting a date doesn't seem to be terribly useful in the long run.)

If you have a very full calendar, your choice in date range is going to be important. Too long a range, and the calendar database that you download to your PDA is going to be too big and you're going to overfill your PDA. My advice it to start small. The UICal database is your definitive calendar; your PDA is just a portable tool that you use to carry around a few weeks or months of data so you can keep track of your schedule.

My recommendation is 1 month in the past and 1 or 2 months in the future.

This one is very important!

The Rules settings is important; you need to decide which of the two settings you want to choose. The two choices are:

If there is a modified item on both the calendar server and your mobile device

• Replace mobile device item with calendar server item
• Replace calendar server item with mobile device item

In other words, you have to decide ahead of time how to resolve conflicts if they ever arise. If the same item is changed on both the server and the PDA, choose the first if you want the version on the calendar server to be definitive and choose the second if you want the one on the PDA to be definitive.

For To Dos you have the choice of limiting the size of each item and the date range (there's a complicated formula about which To Do falls under which date; again, see the Oracle document on Calendar Sync.) For the Address Book, you can limit the size of each item, and tell Calendar Sync to synchronize contacts whose categories match categories in your Palm address book.

In addition, To Do and Address Book have the Rules choices as the Date Book. If you always choose Replace mobile device item with calendar server item, you will never get into trouble.

1. Perform a synchronization in order for the computer to automatically detect and install the necessary drivers on the desktop.
2. Remove Administrator rights and grant Power user rights. If you grant User rights only, the user will encounter a HotSync error every time a synchronization is performed.

Now Reboot your PC.

You have to schedule a Full Sync after you've done installing to download your entire calendar, address book, and to do list. After the Full Sync, you will generally do Quick Syncs, which take a lot less time. The default is to do a Quick Sync, so you have to tell Calendar Sync to do the Full Syncs.

1. Make sure that HotSync is running.
2. Click Start Programs Oracle Calendar Sync for Palm Full Sync Setup
3. Click in the box of each conduit that you want a full sync of (each one that you installed) and click OK.
   
   
4. Put your PDA in its cradle and press the HotSync button (or whatever you do to start a sync).
5. Depending on how much data you have, the Full Sync might take a fairly long time. If it's interrupted, start it over again. Calendar Sync should know that it wasn't finished and attempt to do a Full Sync again.
   

For more information, see:

• Oracle install information