Intellisync for the Sidekick®

Overview

Intellisync for the Sidekick is a third-party desktop software application for the T-Mobile Sidekick that allows Microsoft Outlook and Exchange users to wirelessly synchronize their Sidekick address book contacts, calendar, tasks (to dos), and provides full two-way synchronization including conflict resolution, field mapping, and data filtering.
Product type
  • PC-based desktop redirector
  • Click-to-synchronize usage model
  • Wireless synchronization (no cable required)
Product features
  • Synchronize with Microsoft Outlook and Exchange
  • Proxy server configuration
  • Conflict resolution and filters
Data types
  • Calendar
  • Contacts
  • Tasks
Sidekick-provided features
Sidekick-provided features include integrated support within DST.
Image of the Intellisync process
Highlights
  • Once installed and properly configured on your PC, you can launch the Intellisync for Sidekick application to synchronize with your Sidekick device.
  • The Intellisync application will compare address book, calendar, and to do records between the source (Outlook) and the destination (Sidekick).
  • You can accept or decline changes prior to synchronization, and choose whether the source or destination wins for each conflict.
  • Accepted changes are synchronized over the Internet between the source account and your account on the Sidekick Service Delivery Engine (SDE). You can also use a Secure Socket Layer (SSL) secured connection to synchronize.
  • Changes made by the synchronization application to the account on the SDE are synchronized to the Sidekick device using the normal immediate over-the-air synchronization process.
  • If you make changes to your destination account using either the Sidekick or the Desktop Interface, those changes are synchronized with the source account (Outlook) the next time you synchronize.
  • One-step synchronization – Changes made on the Sidekick device can be synchronized to Outlook Personal Information Manager (PIM) and vice versa with a single click.
  • Full conflict resolution and filtering – When you have made changes to the same record on your Sidekick and your PC, Intellisync detects and resolves the conflict automatically, or makes changes based on the customized controls.

Intellisync fields

The desktop software will provide synchronization for the following fields.
Contact fields
  • Names: First Name, Middle Name, Last Name, Company Name
  • Home Address: Consisting of Street, City, State, Postal Code, and Country
  • Business Address: Consisting of Street, City, State, Postal Code, and Country
  • Phones: Home, Business, Mobile, Other
  • E-mail: Up to two e-mail addresses
  • Other: Job Title, Notes, or Comments
Calendar fields
  • Dates and Times: Start Date, Start Time, End Date, End Time
  • Descriptions: Meeting Subject, Meeting Description, Meeting Location
  • Indicators: All Day Event
  • Alarm Information: Alarm Enabled, Alarm Date, Alarm Time
  • Repeat Information: Type, Start Date, End Date, Frequency, Day of Week, Week of Month, Exclusion Dates
Task (to-do) fields
  • Dates and Times: Due Date
  • Descriptions: Subject, Description
  • Indicators: Completed, Priority
You may perform a maximum of eight synchronization operations in any eight-hour period.
The device can only synchronize up to two addresses. Each must be labeled Home, Work, or Other.
The Sidekick allows a maximum of 1,000 calendar events and 2,000 contacts at any one time. If these limits are exceeded, error messages will occur.

System requirements

  • 233 MHz or higher Windows compatible PC
  • 32 MB RAM
  • 20 MB disk space
Supported operating systems
  • Microsoft Windows 95 OSR2.1
  • Microsoft Windows 98
  • Microsoft Windows 98 SE
  • Microsoft Windows NT
  • Microsoft Windows 2000
  • Microsoft Windows ME
  • Microsoft Windows XP
  • Microsoft Windows Vista
Supported software application sources for importing, exporting, synchronizing
  • Microsoft Outlook 97
  • Microsoft Outlook 98
  • Microsoft Outlook 2000
  • Microsoft Outlook 2003
  • Microsoft Outlook 2007
Not supported
  • Intellisync for Sidekick only synchronizes contacts, calendar events, and to do items. It does not synchronize other data types, such as e-mail or notes.
  • Intellisync for Sidekick only synchronizes with Microsoft Outlook. It does not synchronize with Microsoft Outlook Express, Lotus Notes, Palm Desktop, or other data types.
  • Intellisync for Sidekick can only be used on Windows PCs. It does not synchronize with Mac, Linux, or other computer types.
  • Intellisync for Sidekick synchronizes data using the Internet and the wireless network. It does not use a cable or cradle to synchronize.
  • Intellisync for Sidekick is a “click to synchronize” product. It does not synchronize continuously or automatically without customer interaction.

Installing Intellisync

To install Intellisync, perform the following steps:
1. From the Desktop Interface, at the top of the page, click Download Intellisync.
Image of the Desktop Interface, highlighting Download Intellisync
NOTE: Once you have downloaded and activated the application (for example, downloading the application to a different PC), the link will disappear. If you wish to install the Intellisync client on a different PC after initial activation, click Settings, click the Sync tab, and then follow the prompts. This installation can only be done via the Web.
2. Once the installation application is downloaded, you will see an icon on your desktop. To begin installation, double-click the icon.
3. You will be presented with an option to download the application to your local PC. Click Purchase.
Image of the Settings:Intellinsyc® screen
You may activate Intellisync on one or more PCs. Your user name and password for accessing the Desktop Interface control this process.
Upgrades or software bug fixes may be available from time to time. You will need to log in to your Desktop Interface to acquire any subsequent Intellisync download versions.
NOTE: Upgrading to a new version of Intellisync will require two passes through the Install client – once to remove the application and once to reinstall the new version. To uninstall previous versions, you may also use the Windows Add/Remove Programs functionality.

Setting up Intellisync

  • Install the synchronization client downloaded to your local PC.
  • First-time users will need to click SET UP before any synchronizing, importing, or exporting can be done. If you select SYNC without going through any set up, the message You must select Web connection information prior to selecting this function appears.
  • You can click SET UP to select various options each time you import, export, or synchronize.
    Image of the Intellisync for Sidekick
To set up Intellisync, perform the following steps:
1. Enter the same user name and password you use to access the Desktop Interface.
2. To determine the source and rules for each synchronization application, click Configure Applications. You can select an action for any or all applications by first selecting the appropriate check box, and then clicking Choose.
NOTE: Most customers will not need to set Proxy Server Settings. Rare exceptions would be for browsers that incorporate firewalls and proxy servers to allow Web traffic to pass.
Image of the Intellisync for Sidekick screen
3. From the Intellisync for Sidekick Configuration dialog box, under Sidekick Application, click to select the source for the synchronization files to be delivered to the Sidekick device, and then click Choose.
Image of the Intellisync for Sidekick Configuration dialog box
4. Click to select the desired option to import, export, or synchronize all or one of three applications:
  • Import is a one-way transfer of data from Outlook to the Sidekick. Information on the Sidekick is not transferred to Outlook.
  • Export is also a one-way transfer of data, but from the Sidekick to Outlook.
    NOTE: In these two cases, the information on the Sidekick and the information in Outlook will not necessarily be synchronized.
  • Synchronize keeps the data synchronized between Outlook and your Sidekick.
5. From the Choose Application dialog box, under Available Applications, click to select where Intellisync will look for data, and then click OK.
Image of the Choose Application dialog box
6. Within the Choose Address Book Folder(s) dialog box, click to select a folder from which to pull data, and then click OK.
Image of the Choose Address Book(s) dialog box, highlighting the OK button

Advanced settings for address book, events and to do's

  • You can choose how you receive confirmation, resolve conflicts, and filter fields.
  • The Field Mapping button is available in all Advanced Setting tabs, although it only affects the specific data type. For example, if you change the field mapping for address book, it will not affect your field mappings for the other two PIM applications.
    Image of the Advanced Settings for Address Book dialog box, highlighting the Confirmation tab
  • Conflict Resolution allows you to determine how conflicts between Outlook and Sidekick data are resolved during synchronization.
    Image of the Advanced Settings for Address Book dialog box
  • Filters allow you to narrow the scope of items that are synchronized. To create a filter, click New.
    Image of the Advanced Settings for Address Book dialog box
    Enter the desired name for the filter in the text filed and select OK.
    Image of the Filter Name dialog box
  • To add fields to the filter, click Field.
    Image of the Outlook 97/98/2000/XP Filter (new filter name) dialog box, highlighting Field

Conflict resolution

You will see conflict notifications and confirmations based on your settings selections.
Image of the Confirm Events Edits dialog box
  • Accept: Accepts changes and takes you to the Sync screen or continues to synchronize other applications.
  • Cancel: Cancels changes and takes you to the Sync screen or to the next data type to be synchronized.
  • Details: Displays details of a given synchronization record.
  • Re-sync: Initiates a re-synchronization when you question the validity of the synchronization. Each item in conflict is presented to you to choose the proper synchronization value. Changes are then made to the applications.
  • Help: This functionality currently does not exist.
Detail Confirmation
  • From the Details for Confirm Address Book Edits dialog box, you can view the changes that the synchronization will cause to the source (Outlook) or to the Sidekick.
    Image of the Details for Confirm Address Book Edits dialog box
  • To reveal the record detail, double-click a given record.
    Image of the Details for Confirm Address Book Edits dialog box

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