PocketMirror 3.1.5 README.TXT

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1) Installation Notes
2) First Synchronization Tips
3) What's New in This Release?

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1) Installation Notes

If you have an original Pilot (1000, 5000, or 1MB upgrade) and are using Pilot Desktop 1.0, you need to uninstall Pilot Desktop 1.0 and upgrade to the latest Palm Desktop before installing PocketMirror.  The Palm Desktop 2.x, 3.x, and 4.x software is available as a free download on Palm's support download page (www.palm.com).

You must install the Palm Desktop 2.0 or higher software BEFORE installing PocketMirror.  We recommend synchronizing with the Palm Desktop before installing PocketMirror to insure the HotSync Manager is functioning properly.

IF YOU UNINSTALL PALM DESKTOP AFTER INSTALLING POCKETMIRROR, YOU MUST REINSTALL POCKETMIRROR.

MINIMUM SYSTEM REQUIREMENTS:

Palm Desktop 2.0
Handheld device using the Palm OS® 2.0
Microsoft Outlook 
Windows 95 or Windows NT 4.0
Windows®-compatible personal computer
16 MB RAM (32 recommended)
2 MB disk space 

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2) First Synchronization Tips

The first time you synchronize the data between your handheld and Outlook is different from a regular synchronization because there is no history for PocketMirror to use as a guide during the process.  You need to select whether PocketMirror should synchronize Outlook and the handheld, have Outlook overwrite the handheld, or have the handheld overwrite Outlook.  The default is to synchronize the two.  If you choose "synchronize" for your first synchronization, all handheld items will be added to Outlook if no match can be found, and all Outlook items will be added to your handheld if no match can be found.  Note:  If you have extensive duplicate records between your handheld and Outlook, you might want to consider an option other than synchronize.

If you have a substantial amount of information in Outlook, we recommend that you back up your Outlook information BEFORE your first synchronization.  Refer to Backing Up Your Outlook Data for more information.

We recommend leaving the default synchronization setting on "Synchronize".  This will keep PocketMirror from deleting data from either Outlook or your handheld.  You may have more duplicate records than you want when you are done, but all of your data will be protected.  This is recommended for most users. 

You can go to your synchronization settings in Chapura Settings and select "Outlook overwrites Handheld" for each of the four applications.  Use this setting only if you want to delete all the items from your handheld and create new items in your handheld from Outlook.  To do this:

1.  Go to Start/Programs/PocketMirror.
2.  Click on "PocketMirror Settings".
3.  In Chapura Settings, click on your user name and select "Settings".
4.  Select the applications (one at a time) and click on "Change".
5.  Select "HotSync Action" from the Topics.
6.  Select "Outlook overwrites Handheld" for each of the four applications.

During synchronization, this setting will erase your handheld items and copy your Outlook items into the handheld.  All subsequent synchronizations should be set to "Synchronize".

You can go to your synchronization settings in Chapura Settings and select "Handheld overwrites Outlook" for each of the four applications.  Use this setting only if you want to delete all the items from Outlook and create new items in Outlook from your handheld.  To do this:

1.  Go to Start/Programs/PocketMirror.
2.  Click on "PocketMirror Settings".
3.  In Chapura Settings, click on your user name and select "Settings".
4.  Select the applications (one at a time) and click on "Change".
5.  Select "HotSync Action" from the Topics.
6.  Select "Handheld overwrites Outlook" for each of the four applications.

During synchronization, these settings will erase your Outlook items and copy your handheld items into Outlook.  All subsequent synchronizations should be set to "Synchronize".

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3) What's New in This Release?

Version 3.1.5 Standard and Professional

- Added updated progress monitor

- Changes made for Outlook 2003 compatibility

Version 3.1.4 Standard and Professional

- Fixed potential loss of recurring appointments following a hard reset.

- Fixed issue with private items synchronizing to the handheld when the option "Synchronize private items" is initially unchecked.

- Fixed a problem where the SMTP e-mail address was not being transferred to the handheld. 

Version 3.1.4 Professional

- Fixed problem where some records are duplicated on the handheld during an Outlook overwrites synchronization with a public folder.

Version 3.1.3 Standard and Professional

- Improved compatibility with handheld e-mail applications.

Version 3.1.2 Standard and Professional

- Fixed potential data loss following a hard reset or during a slow synchronization.

Version 3.1.1 Standard 

- HotSync log message improvements.

Version 3.1.1 Professional (Version 3.1.1 Standard changes are included.)

- Added Extended category linking in single folder mode.

- Added the ability to synchronize calendar categories using the Chapura Calendar.

- Updated user interface.

Version 3.0.2 Standard

- Localization of PocketMirror Standard to Japanese, French, German, Italian, and Spanish.

Version 3.0.1 Standard

- Performance improvement.

- Now transfers Outlook 97 SMTP e-mail addresses.

- Fixed problem where deleted items would be restored on the next synchronization.  This only affected international users.

- Fixed problem with Calendar items duplicating on the handheld if using DateBk3 or DateBk4 and synchronization is set to "Handheld Overwrites Outlook".

- Fixed duplication problem that occurs when dismissing an alarm in Outlook and modifying the same item in the handheld.

- Fixed the Calendar error "Unable to locate exception of a recurring appointment" which was caused by editing all occurrences of an Outlook repeating appointment.

Version 3.0.1 Professional (Version 3.0.1 Standard changes are included.)

- Fixed record mismatches in Calendar that were caused by deleting an item on the handheld and changing alarm transfer settings in Outlook.

- Fixed duplication caused by merging two categories in the handheld.

- Fixed the problem with removing tasks from the handheld while synchronizing offline when configured to not synchronize tasks assigned to others.

Version 3.0 Standard

- Appointments with attendees (meetings) in Outlook can be flagged on the handheld.

- The full E-mail address can be transferred to the handheld instead of the "Display Name".

Version 3.0 Professional (Version 3.0 Standard changes are included.)

- Subfolder category mapping has been added.  (Professional Only)

- Multiple folders synchronization has been added (including shared/public folders).(Professional Only)

- Category filtering in subfolder, user-defined field, and mapped modes are available.  (Professional Only)

- Category can be kept on the handheld only.  (Professional Only)

- The ability to select and change the Outlook root folder has been added.  (Professional Only)

- Option added to keep Alarms/reminders settings on the handheld only, in Outlook only, or both.  (Professional Only)

- The ability to globally select a specific Outlook Address to be synchronized to the handheld has been added.  (Professional Only)

- The ability to filter completed tasks has been added.  (Professional Only)

- The ability to filter tasks assigned to others has been added.  (Professional Only)

- Task priorities can be transferred by Outlook "Priority" field or by
the user-defined field, "PalmPriority".  (Professional Only)

- Conflicts can be resolved when the same item has been modified on both the handheld and in Outlook.  (Professional Only)

- New Notes created in Outlook by PocketMirror can be identified by selecting a color option.  (Professional Only)

Version 2.0.5

- Added an Outlook 2000 registration fix.

Version 2.0.4b

- Fixed a problem with DateBk3 floating events that would occasionally cause duplicates.

Version 2.0.4a

- Fixed a problem in the Calendar that would occasionally cause duplicates and record count mismatches to occur.

Version 2.0.4

- Recurring tasks were not handled correctly under certain circumstances.

- Expression Service test would incorrectly report a failure under certain circumstances.

Version 2.0.2

- Added category support option for calendar.  This allows use of categories for appointments when using add-on handheld DateBook enhancement programs such as DateBk3 from Pimlico Software.
 
- When a contact had 5 or more phone numbers/email addresses the handheld lost the "Show in list" setting when the contact was modified in Outlook.

- When a reminder was dismissed in Outlook, PocketMirror saw the appointment as modified.

- Added a test to make sure the Expression Service is functioning properly.

Version 2.0.1

- Fixed a thread synchronization problem that caused crashes on Windows NT.

- Simplified the switching of category handling schemes.

Version 2.0

- Name changed to PocketMirror

- Performance improvement.

- A synchronization progress monitor option added.  On the Miscellaneous tab of each conduit you can enable a progress monitor that will display the progress of your sync.

- Added a "Quick Sync Setup" combo box at bottom of the Change Synchronization Settings dialog.  You can quickly change all conduits using pre-defined settings, including "Install Apps".

- The handheld display phone is now retained in Outlook.  If you hard-reset your handheld or perform an Outlook overwrites handheld synchronization, the display phone setting for your contacts is correctly restored.

- Email addresses entered into your handheld are correctly resolved/updated in Outlook.

- User settings are saved in a file instead of the registry so they are preserved across uninstall/reinstalls and can be easily copied to a new PC when changing to a new PC or restoring a PC.

- The option of not splitting multi-day appointments into multiple (handheld compatible) appointments.  When this option is set, multi-day (or day-spanning) appointments are left intact in Outlook and appear in your handheld on the beginning day only.  A message is placed in the HotSync log warning you about the appointment.

- You can now synchronize multiple handhelds to the same profile.  This allows you to have 2 or more handhelds with identical data.  See the new online help topic "Synchronizing Multiple Handhelds To The Same Profile" for details.

- Syncing will not connect to Outlook if all conduits are turned off (Do Nothing).  Also, the initial connect to Outlook is deferred until the first active Outlook conduit is called.

- "File As" is only changed when a contact is added to Outlook.  If you modify a contact in your handheld, the "File As" setting is preserved in Outlook.

- You can now synchronize to the same Exchange Server based folders from any PC connected to the server including dial up.

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