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A step-by-step guide to configuring PocketMirror and Microsoft Outlook (continued)
I recommend you choose the second option. This will allow you to fully use Outlook's built-in category features. With this option selected, the categories on your Palm device will be synchronized to a custom field in Outlook, named PalmPilot Category.
After you've completed the installation, you'll want to install the PocketMirror 3.0 Standard update. PocketMirror 3.0 Standard offers a number of enhancements that improve the way Outlook and your Palm device interact. When you run the update, you'll notice that it's similar to the PocketMirror 2.x setup application; go ahead and choose the same settings.
You're now ready to HotSync again. However, before you HotSync, you should set the conduits for the four basic Palm handheld applications to "Handheld overwrites Desktop," as seen in Figure D.
FIGURE D
Be sure to set your conduits to "Handheld overwrites Desktop." Click picture for a larger image.
This will force Outlook to accept the categories and other settings as you've currently configured them. If you perform a normal HotSync after setting up Outlook, you run the risk of losing your categories or encountering other minor but annoying problems.
If you're unsure how to open the Custom dialog box, simply select Custom from the HotSync Manager pop-up menu on the Task Bar, as shown in Figure E.
FIGURE E
This is one way to get to the Custom dialog box. Click picture for a larger image.
Oh yes, one more thing. If you ever want to change the handheld applications you're synchronizing with Outlook, simply run the PocketMirror installer (or PocketMirror 3.0 Standard update) again and select a different set of conduits.
You're now ready to configure PocketMirror and Outlook. Your first task is to add the custom "PalmPilot Category," which PocketMirror uses to track your handheld categories. Choose Current View->Customize Current View from the View menu.
In the View Summary dialog box, choose Fields, and then, in the Show Fields dialog box, choose "PalmPilot Category" from the list of Available Fields on the left. Select Add, to move it to the list on the right, as shown in Figure F.
FIGURE F
This is how you set up the all-important PalmPilot Category. Click picture for a larger image.
You'll need to add this custom field in each of the Outlook modules with which you'll be synchronizing.
Now you can begin configuring the individual modules. You'll need to open the Chapura Settings. To do so, you can use the new Chapura Settings shortcut that's now on your desktop. You can use the Palm device icon on the tool bar in Outlook, as seen in Figure G, or you can choose Tools->Chapura Settings.
FIGURE G
Here are a couple of ways to get to the Chapura Settings. Click picture for a larger image.
This will open a window that lists all users who've performed a HotSync operation on your computer. Select your name and choose Settings. The dialogue box shown in Figure H will appear.
FIGURE H
This is the gateway to making the most of your Outlook experience. Click picture for a larger image.
Select the Outlook module you want to customize and choose Change. You'll then be able to modify a number of settings that control how Outlook and your Palm device interact. In the next section, I'll begin with Outlook Calendar.
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