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Tungsten E2 Upgrade Guide

Tungsten E2 Upgrade Guide

Article ID: 39126

This guide is for people who have previously owned a handheld (Treo, Zire, Tungsten, etc.) and are now upgrading to a Tungsten E2 handheld. You'll learn the best way to transfer your personal information from your old device to your new handheld, and how to avoid common pitfalls in the process.

With this method, you'll transfer all PIM?1; data from your existing user name to your new Tungsten E2 handheld with the same user name. This procedure removes third-party applications and data from the Backup folder. These third-party items are stored in a renamed folder, and re-installed manually, if desired. This minimizes the risk of software conflicts.

Never used a Palm OS device before? If you're starting out fresh, this article is not for you. Instead, see Article 38830, our general-purpose Setup Guide for the Tungsten E2 handheld.


Have you done the very first setup steps?

This article assumes you have already:

  • Learned about the new features of the Tungsten E2 handheld
  • Charged your handheld
  • Completed the initial device setup when you first turned it on (set Date & Time, tapped on the targets to calibrate the digitizer, etc.)

Confused? Haven't done these things? See Article 38830, which takes you through these first steps. Article 38830 will send you back here when you're ready.


Items that will not be migrated to your new Tungsten E2 handheld

Because some applications, features or databases are incompatible with the Tungsten E2, they will not be transferred from your old device. If you want to move these items to your Tungsten E2, you'll need to do it manually (some suggestions below).

Keep this in mind before performing a hard reset on your previous device; once you perform the hard reset, these items will disappear from your previous device.

Issue Affected devices
Photos from Treo 600 or 650 camera
Any pictures in the Camera application on a previous Treo 600 smartphone will not be moved to the new Tungsten E2.

Note: If you have a Tungsten or Zire handheld with a Photos or Media application, these photos will be transferred to your Tungsten E2 when you upgrade.

Treo 600
Treo 650
Web bookmarks, saved pages, cache
The new Tungsten E2 does not absorb the web browser information from your previous device. If you have any valuable bookmarks or saved pages on your previous device, you'll need to set up new versions in the Tungsten E2 web browser. See your user guide to learn how.
Treo 600
Treo 300
Treo 270
Treo 180
Treo 600 Mail application & data
The Treo 600 included a Mail application that worked with POP3 accounts. Your emails and settings are not transferred from this Mail application to the Tungsten E2 VersaMail application.

Note: If your previous device included VersaMail, your VersaMail emails and other information will be transferred to your Tungsten T5.

Treo 600
SplashID, SplashShopper, SplashMoney (from Treo 600 CD)
These third-party applications were provided as part of the Treo 600 package, under the condition that they would be for that device only. The applications may be moved to your new Tungsten E2 when you upgrade, but they will revert to "trial version" status. If you want to continue using the full versions on your Tungsten E2, you'll need to purchase a registration key from SplashData.
Treo 600
Pocket Tunes (from Handspring or Palm)
This third-party application was provided as a promotional item for some Treo 600 users, under the condition that it would be for that device only. Pocket Tunes may be moved to your new Tungsten E2 when you upgrade, but if you received it for free from Handspring or Palm, it will revert to "trial version" status. The Tungsten E2 includes RealPlayer for Palm OS (more info about RealPlayer). If you prefer, you can continue using Pocket Tunes on your Tungsten E2 by purchasing a registration key from NormSoft.
Treo 600


Installing the Tungsten E2 software

You must install the version of Palm Desktop and HotSync Manager included on the CD-ROM with your new Tungsten E2 handheld, even if you already have an earlier installation, and even if you will synchronize with Microsoft Outlook. There are special features added in the Tungsten E2 installation that you don't have yet.

  1. On your desktop computer, locate your old handheld's user folder.
  2. In the user folder, locate the Backup folder. Your handheld's third-party applications and data are stored in this folder. If you ever performed a hard reset or lost your data and applications, they are restored from the Backup folder.
  3. Rename the Backup folder to "BackupOld."
  4. Put Tungsten E2's CD-ROM in the CD-ROM drive.
    CD-ROM inserted in drive
  5. Follow the installation instructions that appear.
  6. When prompted, select the existing username of your old smartphone or handheld.
  7. During installation, you will be asked to perform a HotSync operation. Use the same old username as above.
  8. Once installation is complete, your PIM?1; data will be transferred to your new handheld, but no third-party applications will be transferred. We deal with third-party applications in the next section.
  9. Delete or change the user name on your old device. You don't want two devices with the same user name synchronizing with the same desktop computer.


Re-install third-party applications

Because you renamed your old device's Backup folder, none of the applications in it were transferred to your new Tungsten E2 handheld. At this point, you can begin installing these applications. Note: Some applications may not be compatible with your Tungsten E2. We recommend installing your applications one at a time, and then launching the application on your handheld, to make sure it doesn't cause freezes, errors or other issues. Here's how to do that.

  1. Locate the BackupOld folder you renamed in the section above. Open this folder.
  2. Note which third-party applications are in this folder.
    • At this point, it's probably a good idea to check for updates: go to the third-party website from which you originally obtained the application, and see if a more recent version is available.
  3. If a later version is not available, click on the first file in the BackupOld folder.
  4. Drag and drop this file to the QuickInstall icon (Windows) or Send to Handheld droplet (Mac). The Install Tool window will open. Select your Tungsten E2 username from the list, if requested.
  5. Close the Install Tool.
  6. Perform a HotSync operation to move the application to your Tungsten E2.
  7. On your Tungsten E2, launch the new application and use it for a bit.
    • Does the new application cause problems? It is probably incompatible with your new Tungsten E2. Delete the application from your device. If you want to keep using this application, check with the third-party application's developer or vendor to see if an updated version, compatible with Tungsten E2, is available.
    • Are you asked for a registration code? If you need help retrieving registration codes?2;, please contact the third-party developer, who will usually email the code to you.
    • Can't install? Missing data? Some third-party applications require a special installer wrapped in an "executable" file. Simply installing the application on your device using the Install Tool may not be enough. If an application claims to be missing data or behaves strangely when you try to install, go back to the application's developer or vendor and download the complete installation package.
    • Does the new application seem to work fine? Proceed below. Keep in mind, software incompatibilities may take strange forms. If, in the future, problems arise, follow our steps for diagnosing third-party compatibility issues.
  8. Continue with the next item in the BackupOld folder (drag and drop to QuickInstall or Send to Handheld, synchronize, and use the application on your handheld).
  9. Proceed until you've gone through all applications in the BackupOld folder.


Set up Documents To Go

Documents To Go, a third-party application from DataViz, lets you carry Word, Excel and PowerPoint files on your handheld, so you can be more productive wherever you are.

DataViz Documents To Go Professional Edition is included on the Tungsten E2 CD-ROM. To install Documents To Go:

Windows:

  1. Insert the Tungsten E2 CD-ROM into your PC.
  2. A "Discover your handheld" screen will automatically appear. Select "Add software to your handheld."
  3. Select "Documents To Go," then select "Install."
  4. Follow the onscreen instructions to install the software.

Mac:

  1. Insert the Tungsten E2 CD-ROM into your Mac.
  2. On your desktop, click Palm CD icon.
  3. Open the following sequence of folders:
    Palm CD : English : Essential Software : DocumentsToGo
  4. Double-click the icon for DXTGPROFull7003en.dmg.
  5. A Documents To Go panel will open after the image is mounted. Double-click the Documents To Go Installer icon.
  6. Follow the onscreen instructions to install the software.

How do I learn to use Documents To Go?
Launch Documents To Go on your PC or Mac. From the Help menu, select Interactive Tutorials (Windows) or Getting Started Manual (Mac).

You can also go to www.DataViz.com for complete product information, technical support and more.

Documents To Go is supported by DataViz. If you have questions or need help, please contact DataViz.


Set up VersaMail

Your Tungsten E2 handheld includes the VersaMail 2.7.1 email application. To install:

Windows:

  1. Insert the Tungsten E2 CD-ROM into your PC.
  2. A "Discover your handheld" screen will automatically appear. Select "Add software to your handheld."
  3. Select "VersaMail," then select "Install."
  4. Follow the onscreen instructions to install the software.

Mac:

  1. Insert the Tungsten E2 CD-ROM into your Mac.
  2. On your desktop, click Palm CD icon.
  3. Open the following sequence of folders:
    Palm CD : English : Essential Software : VersaMail
  4. Double-click the icon for VersaMail.pkg.
  5. A VersaMail installation panel will open. Follow the onscreen instructions to install the software.

Once you've installed the software, there are three different ways you can use it:

  • On a Windows computer, if the email account is already set up on your computer ? for example, if you use Outlook Express on your computer to access an Earthlink account ? you can transfer the account settings to your device in just a few steps.
    1. From the Windows Start menu, select Programs, then palmOne (or Palm or Handspring), then VersaMail Setup.
    2. Select your user name from the first drop-down list, and then select the option to create a new VersaMail email account.
    3. Select the option to synchronize with an email account detected on your PC, and then select the account from the list.
    4. Continue with the VersaMail Setup. When instructed, synchronize to transfer all account information to your device.

  • On a Windows computer, if this is a new account, you can quickly set up the account on your computer and synchronize the information to your device.
    1. From the Windows Start menu, select Programs, then palmOne (or Palm or Handspring), then VersaMail Setup.
    2. Select your user name from the first drop-down list, and then select the option to create a new VersaMail email account.
    3. Select the option to synchronize with a mail service from this list, and then select your mail service from the list. Select "Other" if it's not on the list.
    4. Continue with the VersaMail Setup. When instructed, synchronize to transfer all account information to your device.

  • (Mac option, also works for windows) For either a new or an existing account, you can set up the account directly on your device.
    1. On your handheld, launch the VersaMail application.
    2. The first time you launch VersaMail, you'll be taken through the setup process. Or, tap Menu ; from the Accounts menu, select Account Setup. Then select New.
    3. Continue with the VersaMail setup.


Install additional software

In addition to Documents To Go and VersaMail, your Tungsten E2 CD-ROM includes other valuable software which you may wish to install:

  • Adobe Acrobat Reader for Palm OS: Convert PDF files to a format your handheld can understand, and view converted PDF files on the go
  • PalmSource SMS: Use your handheld's large color screen and handwriting recognition to send and receive SMS messages with a GSM mobile phone
  • Audible Media Player (Windows only, download required): This subscription service lets you listen to audiobooks, audio magazines, newspapers, radio programs, and more. Info at www.audible.com.
  • Handmark Solitaire: The classic Solitaire game, in a portable format
  • Power By Hand eReader: Read eBooks from the Palm eBook store
  • AddIt (Windows only): The fast and easy way to try and buy software from the Palm Software Connection. Learn more
  • Enterprise Solutions: This is a web link to VPN (Virtual Private Network) and file encryption software for your Tungsten E2. Download required.

To install this software:

Windows:

  1. Insert the Tungsten E2 CD-ROM into your PC.
  2. A "Discover your handheld" screen will automatically appear. Select "Add software to your handheld."
  3. Select the item you want to install.
  4. Follow the onscreen instructions to install the software.

Mac:

  1. Insert the Tungsten E2 CD-ROM into your Mac.
  2. On your desktop, click Palm CD icon.
  3. Open the following sequence of folders:
    Palm CD : English : Essential Software
  4. Open the folder for the software you want to install.
  5. Double-click any files in the folder.
  6. Follow the onscreen instructions to install the software.

Learn More

  • Start with a tour. If you haven't done it already, launch the Quick Tour on your handheld.
    1. Tap Home .
    2. Tap on Quick Tour (at the top of the Applications launcher).
  • Explore the User Guide. This guide has everything: all the steps, all the details, all the tips. Use the guide from the box, or use our downloadable user guides.
  • Find answers to questions. If you can't solve your problem with Getting Started or the User Guide, go to the Tungsten E2 support page.


1 - What is PIM data? PIM (Personal Information Management) data includes the built-in organizer functions of your handheld: Calendar/Date Book, Contacts/Address Book, Tasks/To Do List and Memos. It does not include third-party applications or data.

2 - Want a convenient way to store registration codes and other info? Don't waste time searching for emails and slips of paper with this info ? keep them right on your handheld and desktop computer. Many users store their registration codes in Memo Pad notes organized by category (Software Registration, Serial Numbers, Web Logins, etc.). For a more secure and organized method, check out a third-party password keeper such as SplashID from SplashData, Passwords Plus from DataViz, or TopSecret from ClickLite.