Getting Started With ClearSync : Desktop Viewer

The ClearSync Quick Start Guide gives you a quick and easy way to start using the ClearSync applications on your PC / desktop and web viewer to share & manage calendars and contact categories with colleagues, family, and friends via private, secure web-based communities. At the end of each section below there will be a link for detailed instructions on how to do procedures for a particular section.

Use this Quick Start Guide to learn how to:

1. Put Your Calendars and Contact Lists on ClearSync Server

2. View information in the ClearSync Applications on Your Desktop

1. Put Calendars from the Desktop on ClearSync Server

2. Put Contact Lists from the Desktop on ClearSync Server

Since it’s helpful to have at least one calendar or contact list ready to be shared when you set up or join your first community, the first thing you should do is learn how to Publish your calendar and contact list resources.

1. Put Calendars from the Desktop on ClearSync Server

   1. Launch the ClearSync Calendar Manager

      • Launch the ClearSync Desktop Viewer.

        
        

      • Click the <Calendar Manager> icon on the Desktop Viewer toolbar.

        
        

   2. Select Calendars to put on ClearSync Server

      • Click / highlight the calendar name you wish to put on the ClearSync Server.

      • Click the <ClearSync Server> button.
        
        

        Tips:     Checking the <Read Only> button will publish the calendar and allow Subscribers to view it but they won’t be able to make any changes to it.

                    Checking the <Private> button will publish the calendar as Read Only and cause all Event Descriptions and Notes to display as “Private”. The actual Description and Notes content does not get synchronized to the ClearSync Server and therefore cannot be viewed by Subscribers.

                    Additionally, individual calendar event marked <Private> do not get synced to the ClearSync Server and therefore cannot be viewed by Subscribers.

      • Click the <Edit> button and then click <Change> to select a color for the calendar.

      • Click <OK>, then <OK> again.

      

      3. If you have a handheld, make sure it is connected to your PC / desktop via its cradle or synchronization cable, then perform a full HotSync + Sync to the Server operation or, if you prefer for this particular sync session or are a desktop only user, click the <ClearSync / Synchronization> icon on the Desktop Viewer toolbar to Sync to the Server only.

         Enter your ClearSync User Name and Password when prompted.

         

         Your calendars have now been uploaded to the ClearSync Server where they're ready to be shared with others through the communities you belong to.

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2. Put Contact Lists from the Desktop on ClearSync Server

   1. Launch the ClearSync Category Manager

      • Launch the ClearSync Desktop Viewer.

        
        

      • Click the <Category Manager> icon on the Desktop Viewer toolbar.

        
        

   2. Select Contact Lists to put on ClearSync Server

      • Click / highlight the category / contact list name you wish to put on ClearSync Server.
      • Click the <ClearSync Server> button.
        
        

        Tips:     Checking the <Read Only> button will publish the contact list and allow Subscribers to view it but they won’t be able to make any changes to it.

                    Additionally, individual contact records marked <Private> do not get synced to the ClearSync Server and therefore cannot be viewed by Subscribers.

      • Click the <Edit> button and then click <Change> to select a color for the category.

      • Click <OK>, then <OK> again.

      

      3. If you have a handheld, make sure it is connected to your PC / desktop via its cradle or synchronization cable, then perform a full HotSync + Sync to the Server operation or, if you prefer for this particular sync session or are a desktop only user, click the <ClearSync / Synchronization> icon on the Desktop Viewer toolbar to Sync to the Server only.

         Enter your ClearSync User Name and Password when prompted.

         

         Your categories have now been uploaded to the ClearSync Server where they're ready to be shared with others through the communities you belong to.

                  Back to Top

      Click Here for detailed instructions about using the ClearSync Desktop Viewer to manage your calendar and contact information.

1. View Information On Your Desktop

   1. View Calendars

   2. Print Calendars

   3. View Contacts

   4. Print Contacts

   1. Log In To Your My ClearSync Home page

      • Launch the ClearSync Desktop Viewer.

        
        

   2. View Calendars

      • Select Calendars to View.

        Tap the csContacts icon on the handheld’s application View screen.

      
      
      • Select a Calendar View.

        Tap the csContacts icon on the handheld’s application View screen.

        
        

        Tips:     If you haven’t yet created additional calendars or had the opportunity to subscribe to shared calendars and synchronized them to your PC, bring up the Calendar Manager dialog and click <New> to create a temporary calendar to view next to your personal calendar.

        Notes:     The handheld and/or desktop User Name, established when the ClearSync applications are first installed, is assigned to the default calendar which is also designated as the  Primary DB (Date Book) ClearSync calendar.

        ClearSync Calendars allows you to create as many calendars as you wish. It also allows you to assign individual events to multiple calendars.

   3. Print Calendars

      • Select a Calendar View and Calendars to Print

        Since the <Print> function outputs the current display, the first thing you need to do before printing is to select the desired <Calendar View> and the calendars you wish to print.

        
        

      • Preview the Print Output

        To see a preview of what the print output will look like, click the <File> menu and select <Print Preview>.

        
        

      • Print

        • Click the <Print> icon on the Desktop Viewer toolbar (or select <File><Print> menu option) to bring up the Print dialog.

        • If you wish to change any of the printer settings, such as which printer to use, printer <Properties>, Paper <Size> and <Source>, and Orientation (<Portrait> or <Landscape>), click the <Setup> button. You can also select the <Print Setup> option from the <File> menu.

        • Select print job (<Print Range>, <Print Quality>, and number of <Copies>) and calendar format options (<Calendar> or <Agenda> and the hours of the day to <Print from> and <Print to>).

        • Click <OK> to print.

        Note:     The <Agenda> format prints the events in a vertical list for both Day Views and the Week View; Month View cannot be printed in this format.

        
        
        
        

   4. View Contacts

      • Select the Contacts View

        Click the <Contacts View> icon at the far left side of the Desktop Viewer toolbar.

      • Select a Contact List / Category to View

        In the “Selector Bar” on the right side of the Desktop Viewer display, click the contact list check box for the contact lists you wish to view either alone or together.

        
        

      Note:     ClearSync Contacts allows you to create as many contact list / categories as you wish. It also allows you to assign individual contacts to multiple categories.

      Tips:     To select which contact fields to display, click the <Select Contact Fields> button at the top of the contact lists / categories Selector Bar.

          Use the Windows “drag-and-drop” feature to change the field display order by using your mouse to grab the field title and moving it to the desired location.

          Adjust the field width by using your mouse to grab the right field divider line moving it to the desired size.

   5. Print Contacts

      • Select the Contacts View

        Since the <Print> function outputs the current display, after switching to the <Contacts View>, the first thing you need to do before printing is to select the desired contact lists / categories you wish to print.

        
        

      • Preview the Print Output

        To see a preview of what the print output will look like, click the <File> menu and select <Print Preview>.

        
        

      • Print the Preview Output

        • Click the <Print> icon on the Desktop Viewer toolbar (or select <File><Print> menu option) to bring up the Print dialog.

        • If you wish to change any of the printer settings, such as which printer to use, printer <Properties>, Paper <Size> and <Source>, and Orientation (<Portrait> or <Landscape>), click the <Setup> button. You can also select the <Print Setup> option from the <File> menu.

        • Select print job (<Print Range>, <Print Quality>, and number of <Copies>).

        • Click <OK> to print.

        
        

        Tips:     Since the current version of ClearSync prints contacts in the same grid format they display in the Desktop Viewer, be sure to both size the selected fields carefully and not select more fields than will fit on the page in accordance with your printer configuration settings. Use <Print Preview> to check your selections.

            You can also have more information for print each record by selecting the <Landscape> mode on the <Print Setup> dialog.

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Click Here for detailed instructions about using the ClearSync Desktop Viewer to manage your calendar and contact information.