How to configure IntelliSync for the Palm organizer.
Synchronizing software allows you to mirror information that you keep on your computer to your Palm. There are two components (1) the Palm Desktop (HotSync) and (2) Intellisync. This document assumes that you have already completed an initial installation of both components. The purpose of this document is to review the correct settings for Intellisync for correction or modification. If you have not previously installed IntelliSync you should start with document 39049 — How to install IntelliSync for the Palm organizer.
The steps below assume that you will be using Lotus Notes R5 for all functions, as this is the only supported application for syncnronizing to the Palm Pilot. Be careful in following the steps so you don't accidentally cause the error message by pointing to a database that you don't have.
Make sure you check off each step so you make sure each option is properly configured.
Double Click on the Intellisync Configuration shortcut on your desktop.
If the Registration box opens get rid of the Registration box by clicking the box not to show again and Register later.
The Intellisync Configuration Manager should open.
Address Book - If you don't want to synchronize your Address Book make sure the box is not checked and continue with step 4. If you want this feature synchronized continue with the next step below.
Click on Address book, then click on Choose.... The Choose Translator window will open. Click once on Lotus Notes 5.0 to select it. This will set you up to synchronize your Lotus Notes R5 Address Book with the Palm Pilot's Address Book.
Select Options…. In the location box change the location to read show the path to your NOTES.INI file. It should be c:\winnt\notes.ini, but if it isn't type the location where the NOTES.INI file actually resides.
Click OK to close that window, and OK again to return to the list of applications.
Date Book - If you don't want to synchronize your calendar make sure the box is not checked and continue with step 5. If you want this feature synchronized continue with the next step below.
Click on Date Book, then click on Choose.... The Choose Translator window will open. Click once on Lotus Notes 5.0 to select it. This will set you up to synchronize your Lotus Notes R5 Date Book with the Palm Pilot's Date Book.
Select Options…. Verify that the location of the notes.ini is correct, and if not make the correction.
Click OK to close that window, and OK again to return to the list of applications.
Expense Make sure the box next to Expense is not checked. Continue to step 6.
Mail - If you don't want to synchronize your mail make sure the box is not checked and continue with step 7. If you want this feature synchronized continue with the next step below.
Click on Mail, then click on Choose.... The Choose Translator window will open. Click once on Lotus Notes R5.0 to select it. This will set you up to synchronize your Lotus Notes R5 Mail with the Palm Pilot's Mail
Select Options…. Verify that the location of the notes.ini is correct, and if not make the correction.
Click OK to close that window, and OK again to return to the list of applications.
Enter your Lotus Notes password at the prompt, Click OK.
Click on Advanced….
Click on the Filters tab.
Click on New…. For the filter name type unread then click OK.
In the Field box click the drop down arrow and select Message Has Been Read. Click over to the operator box, click the drop down arrow and select is false.
Click Add to list. Click OK. Click OK to return to the list of applications.
Memo Pad Make sure the box next to Memo Pad is not checked. Continue to Step 8.
To-Do - If you don't want to synchronize your mail make sure the box is not checked and continue with step 9. If you want this feature synchronized continue with the next step below.
Click on To-Do, then click on Choose.... The Choose Translator window will open. Select Lotus Notes 5.0.
Select Options…. Verify that the location of the notes.ini is correct, and if not make the correction.
Click OK to close that window, and OK again to return to the list of applications.
Make sure that any databases you don't have are unchecked in the application list so that Intellisynch will not try to synchronize them.
Click on OK to close the configuration manager.
Created by the PeopleSoft Knowledge Management Team.
Copyright © 2000
All rights reserved.
Created: db 03/08/2001
Revised: db 10/09/2002