Setting Product File HotSync Preferences

Set HotSync preferences to determine how the application communicates with the host system when you download Product File data, and how to index products on the Palm device.

Note: Synchronization of the Product File can take several minutes to several hours, depending on the size of the original Product File on the host system.

To set the HotSync Preferences for the Product File:

  1. From the main Applications screen, tap the Prod Prefs icon to display the Product File Sync Setup screen.

If the icon does not display on the Applications screen, tap the drop-down arrow in the upper right corner of the screen and select All from the list of categories. Use the vertical scroll bar to move through all available icons.

You can create custom categories on the Palm device to hold all your Palm SFA icons.

  1. On the Product File Sync Setup screen, complete the following fields:

Field

Description

Eclipse User ID

Your User ID. This is the same User ID you use to log onto the host system.

Host Name

The name of the host system running the Eclipse application. You can also use the IP address of the host name.

Note: If you use multiple Eclipse companion products, verify this setting with your Palm SFA Support technician.

  1. Select one or more options:

Option

Description

Download product file

Select how much of the Product File to download with each synchronization:

  • Full – Downloads the entire Product File. Select this for the initial synchronization.

  • Update – Downloads only updates made to the Product File since the last synchronization. Select this option if you synchronize your Palm device several times each day.

Index methods

Select how to index the Product File on the Palm device to facilitate searching for products.

  • Index Description – Select to index products by their descriptions.

  • Index Keywords – Select to index products by the additional keywords defined in the product record.

  • Index UPCs – Select to index products by their Universal Product Codes (UPCs). Select this option when using bar-code scanner enabled Palm devices to allow users to scan UPCs into a product field.

If you change any of these options, the application warns you to re-build the index before launching Pocket Order Entry (Pocket OE).

Auto Generate Paths

Palm SFA Support technicians use this option for troubleshooting. Use the default setting.

Clearing this option causes the Set Paths button to appear. Use the Set Paths button to define the Sync Paths that Palm SFA uses to communicate with the host system.

  1. Tap OK to save changes and return to the previous screen.

  2. Synchronize your Palm device.

See Also:

Downloading the Product File to the Palm Device

Pocket Order Entry Overview

Rebuilding the Product File Index on the Palm Device