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# Upgrade Instructions

Dell™ Axim™ X5 System Upgrade Utility

Introduction

Before You Begin

Installing ActiveSync 3.7

Backing Up Your Data

Installing or Upgrading to Pocket PC 2003

Restoring Data

## Introduction

The Dell™ Axim™ System Upgrade Utility allows you to easily upgrade your Axim to the Pocket PC 2003 operating system by running a setup program from your host computer. The utility is delivered to you on the Microsoft® Pocket PC 2003 Premium Edition for Upgrading the Pre-Installed Software on Your Dell™ Axim™ X5 CD (also known as the Upgrade CD).

Because of differences in the file storage format between Pocket PC 2002 and Pocket PC 2003, neither the Microsoft® ActiveSync backup utility nor the Dell Data Backup utility can be used to migrate data from Pocket PC 2002 to Pocket PC 2003. You must read and understand the following instructions about migrating your data from Pocket PC 2002 to Pocket PC 2003 before attempting the upgrade to ensure that you do not lose any of your files or data.

You can use ActiveSync 3.7 to back up and restore data using two methods:

- Automatic synchronization – Used for data such as PIM and Microsoft Outlook data
- Manual backup – Used to back up files that do not need to be backed up continuously

Overlap exists if you set up your sync options to include other file types. For more information, see Backing Up Your Data.

| NOTE: Pocket_PC is the default name of your Axim and is used, for example, when the folder for automatically synchronized files is created on your desktop; that is, Pocket_PC My Documents. After you change the name, the new name is used; for example, YourName My Documents.

## Before You Begin

To upgrade from Pocket PC 2002 to Pocket PC 2003:

1. Install ActiveSync 3.7.
2. Back up the data on your Axim to your host computer.
3. Install Pocket PC 2003.
4. Restore your data to your Axim.

You need the following hardware, software, and documentation:

- Axim
- Host computer
- Cradle or sync cable
- The Pocket PC 2003 Companion CD, which includes Outlook and ActiveSync 3.7
- The upgrade CD, Microsoft® Pocket PC 2003 Premium Edition for Upgrading the Pre-Installed Software on Your Dell™ Axim™ X5, which includes the upgrade utility and instructions.
- The User's Guide that came with your Axim and is also available on support.dell.com.

## Installing ActiveSync 3.7

You must install ActiveSync 3.7 in order to back up data from your Axim to your host computer before you upgrade to Pocket PC 2003.

Also, you need to have Outlook installed, although you do not need to use the version on the CD. Dell recommends Outlook instead of Outlook Express. If you do not have Outlook, install it from the Start Here menu of the Pocket PC 2003 Companion CD.

1. If you have never used Outlook on you host computer, insert the Pocket PC 2003 Companion CD into the CD drive of your host computer.
   1. Open Outlook and set up a new profile.
   1. On your host computer, click the Start button and click Settings® Control Panel.
   2. Double-click Mail.
   3. On the Services tab, click Show Profiles.
   4. On the General tab, click Add, then follow the instructions on the wizard.
2. Install ActiveSync 3.7:
   1. Insert the Pocket PC 2003 Companion CD into the CD drive of your host computer.
   1. Click the yellow triangle to access the main menu.
   2. Click Start Here.
   3. Click Install ActiveSync and follow the instructions on the screen.
3. Ensure that the ActiveSync connection is a working program by observing a green ActiveSync icon in the taskbar of the host computer.
4. Connect your Axim to your host computer.

For instructions, see the documentation that came with your Axim.

1. Establish a standard partnership. A wizard helps establish a partnership between your Axim and your host computer.
   1. When creating a partnership, connect to your host computer using a cable, cradle, or infrared connection.

The New Partnership wizard starts automatically on your host computer.

1. Follow the directions on the screen and use the following default settings:

- Select Standard partnership and click Next.
- Select Synchronize with this desktop computer and click Next.
- Select Yes, I want to synchronize with only this computer and click Next. If you want your Axim to sync with multiple host computers, click the alternate option and click Next.
- On the Sync Options tab, select the types of data you want to sync automatically.
- To sync data not listed on the Sync Options tab, select Files, then click Settings and browse to each file you want automatically synchronized by clicking Add. Click OK and then click Next.
- The message Setup Complete displays. Click Finish. ActiveSync begins synchronizing data between your host computer and your Axim.
- Select Combine or Replace and click OK. Synchronization continues until complete.

## Backing Up Your Data

| NOTICE: You must back up all data before you upgrade to Pocket PC 2003. The Axim loses any data that you do not back up. Any files in the Built-In Storage directory is deleted, and you must back them up manually by dragging them to a designated folder on your host computer. You cannot back them up using synchronization. Any files on Compact Flash or Secure Digital cards is preserved, but the cards should be removed before the upgrade.

| NOTICE: Do not use the Dell Data Backup or ActiveSync Backup/Restore programs to back up your files. You cannot restore your data after you upgrade to Pocket PC 2003 if you use these old backup programs. Use only the new ActiveSync procedures – synchronization (automatic) and dragging (manual).

Use ActiveSync to create backup files and store the files on your host computer. You can back up the files in two ways:

- Synchronization
- Manual Back Up By Dragging Files

### Synchronization

Synchronization compares the data on your Axim with the data on your host computer and updates both with the most recent information. ActiveSync does not automatically synchronize all types of information. Synchronization only backs up the data types selected in the Options settings. Options are selected first when establishing a standard partnership and can be changed at any time by clicking the Options icon on the Microsoft ActiveSync window. ActiveSync automatically creates a folder on your host computer in the My Documents folder called Pocket_PC My Documents (with a shortcut on the host computer's desktop) to hold the synchronized data.

Two types of synchronization include:

Automatic synchronization — Data is backed up automatically when ActiveSync is activated upon docking and at other set intervals.

Manual synchronization — If the automatic syncing feature is turned off, you can back up files at any time by using the Sync button to start the synchronization process.

With the Axim connected to the host computer, from the Microsoft ActiveSync screen on your host computer, select the Sync button. Synchronization begins and the status displays at the bottom part of the screen.

### Manual Back Up By Dragging Files

| NOTICE: You must manually back up files that are not selected in the Options settings. Manually backed up files are dragged to a separate folder on the desktop of your host computer.

Only data types that have been selected when establishing a partnership or by changing the Sync Option selections are backed up (synchronized) automatically. Other data can be backed up by manually dragging files to a separate folder on your host computer. For example, create a folder on your desktop called Other Axim Files.

Use Other Axim Files to hold files that are not saved automatically.

1. From the Microsoft ActiveSync screen, click Explore.

The Mobile Device window displays.

1. From the Mobile Device window, browse to any file or folder.
2. Select the file or folder and drag it to the Other Axim Files folder on your host computer.

### Confirming Backup

Confirm that all the data you want is backed up on your host computer. Any data not backed up before you upgrade to Pocket PC 2003 is lost. Check the following items:

- E-mail inbox in Outlook
- Calendar entries in Outlook
- Contacts in Outlook
- Task entries in Outlook
- Notes in Outlook
- Favorites
- Files that have been synchronized and placed automatically in the Pocket_PC My Documents folder
- Files that have been manually dragged to the Other Axim Files folder on your host computer
- Previous ROM dragged to the Other Axim Files folder

## Installing or Upgrading to Pocket PC 2003

| NOTE: Remove any installed cards so the Axim does not disturb them during the upgrade process.

1. Insert the Pocket PC 2003 Upgrade CD into the CD drive of the host computer.

The Dell Axim System Update wizard begins. Besides installing the new operating system, the wizard helps you back up the previous operating system.

1. Click Install Update.

A series of notices and important information displays:

- You must back up your data. After upgrading to Pocket PC 2003, all data on your Axim is lost.
- You must use the prescribed backup method. Do not use Dell's Data Backup utility or ActiveSync Backup/Restore.
- You can only use this wizard to upgrade to the Dell Axim model listed. Other models are not supported.

1. Save the current ROM (operating system) to your host computer in the Pocket_PC My Documents folder. You might need it later.
   1. Using the Axim System Update utility, click Save/Restore ROM® Save ROM® Save.
   1. In the Save in: dialog box, select the location to save the ROM files.
   2. Click Save.
   3. When the save has completed, click OK.
2. On the Caution screen:
   - Click Cancel to back out of the update. Your operating system and your data remain intact.
   - Click Continue to begin the installation of the new operating system.
3. When the update is complete, check the updated version number by checking the system information on your Axim. Tap Start® Settings® System tab® System Information.

The ROM Version should be A00.

When the update is complete, your built-in storage must be formatted, which may take a few minutes. During the format process, the screen is blank. When the Welcome screen appears, the format process is complete.

## Restoring Data

After upgrading your Axim to Pocket PC 2003, you must delete your previous partnership and create a new one using the same device name for your Axim. Automatically synchronized items are restored during this step. Then, manually restore the items dragged to the host computer.

### Deleting Previous Partnership

If you are unsure of the name of your Axim, tap Start® Settings® System tab® About® Device ID tab® Device name field.

1. Disconnect your Axim.
2. If you have more than one mobile device, from the ActiveSync File menu, point to Mobile Device, and click the name of your Axim (for example, Pocket_PC).
3. From the File menu, click Delete Partnership.
4. Confirm that you want to delete the partnership by clicking YES.
5. When the Do not delete the Synchronized Files folder message appears, click NO.

This folder displays on your host computer with the name of your Axim, for example, Pocket_PC My Documents (the default) or YourName My Documents. The folder is not named Synchronized Files.

### Creating New Partnership and Restoring Items From Synchronized Backup

1. Reconnect your Axim to your host computer.

When creating a partnership, you must connect using a cable, cradle, or infrared connection.

ActiveSync automatically recognizes that a partnership does not exist and starts the New Partnership wizard on your host computer.

1. Establish a standard partnership. Follow the directions on the screen. Use the default settings as follows:

| NOTICE: If asked for the name of your Axim, use the same name as in the old partnership. To set the name of your Axim, tap Start® Settings® About® Device ID tab. Delete the name in the Device name: field and use the keyboard to enter the same name as in the old partnership, then click OK.

1. Select Standard partnership and click Next.

1. Select Synchronize with this desktop computer and click Next.
2. Select Yes, I want to synchronize with only this computer and click Next.
   If you want your Axim to sync with multiple host computers, click the alternate option and click Next.
3. On the Sync Options tab, select the types of data you want to sync automatically.
4. To sync data not listed on the Sync Options tab, select Files, then click Settings and browse to each file you want automatically synchronized by clicking Add. Click OK and then click Next.
5. When the Setup Complete message displays, click Finish. ActiveSync begins synchronizing data between your host computer and your Axim.
6. Select Combine or Replace (for a freshly upgraded Axim, select Replace) and click OK. Synchronization continues.
7. When all items are synchronized and copied into your Axim, the progress bar is replaced with Connected – Synchronized. Your synchronized files are restored to your Axim.

### Restoring Items From Manual Backup

1. To restore the files you manually dragged to the folder you created on the desktop of your host computer (our example named this folder Other Axim Files):
   1. From the Microsoft ActiveSync screen on the desktop of your host computer, select the Explore icon.

The Mobile Device window displays.

1. Click the folder where you want the restored item to reside.
2. From the Other Axim Files folder on the desktop of your host computer, select and drag the files and folders to the Mobile Device window.

Your manually backed up files are restored to your Axim.

1. Check your Axim for the restored data.

### Restoring Previous ROM

If the operating system update fails, you can restore the previous operating system from the location where you saved it on your host computer.

1. Using the Axim System Update Utility, click Save/Restore ROM® Restore ROM.
2. From the Look in: dialog box, select the location where the ROM files were saved.
3. Click Open.
4. Confirm the current system information and image file information.
5. Click Restore® Continue® Continue.

The ROM restore progresses.

1. When notified that the image has been restored, click OK.

You must use the same method to restore data as you used to back up the data. To restore data after restoring a previous ROM, see Restoring Data.

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