In this chapter we will show you the steps to get set up to synchronize information between your iPad and your Windows or Mac computer. Besides syncing, iTunes can do so much more like organize your music, create playlists, buy songs, videos, and has Home Sharing and Genius features. To learn about these features, please check out Chapter 26, “Bonus iTunes User Guide.”
Also in this chapter we will show you what to consider before you sync, how to setup the automatic sync of your personal information, and how to manually transfer information. With iTunes you can sync or transfer contacts, calendar, notes, apps, music, videos, documents, and picture libraries. iTunes also has the added benefit that it automatically will backup your iPad whenever you connect it to your computer. We even show you a few simple troubleshooting tips if things are not working quite right. Finally, we show you how to check for updates and install updated operating system software for your iPad.
TIP: If you are new to iTunes, we strongly recommend you check out Chapter 26, “Bonus iTunes User Guide,” to help you get the most out of iTunes.
There are a few things you need before you can start syncing using iTunes. We cover the prerequisites and answer a few common questions about the reasons to use iTunes. We also help you understand what happens if you own another Apple device, such as an iPhone or iPod, and start syncing with your iPad.
There are just a few things you need before you start syncing your iPad with iTunes.
Yes! As long as you are syncing to the same computer, you can sync many Apple devices (Apple says up to five, but we have heard of people syncing more) to the same iTunes account on a single computer.
CAUTION: You cannot sync the same iPad, iPhone, or iPod to two different computers. When you attempt to do this, you will see a message similar to this: “Would you like to wipe this device (iPad, iPhone, iPod) and re-sync the new library?” If you say Yes, then all the music and videos on the device will be erased.
There are other ways to synchronize your personal information and e-mail, such as Exchange/Google and MobileMe, which we cover in Chapter 24: “Other Sync Methods.” Keep in mind, however, that even if you choose to go with these other ways to sync, you will still need to use iTunes to
Here we summarize your other synchronization options. What you choose to use for synchronization should be driven by where you currently store your e-mail, contacts, and calendar—your “Environment.”
NOTE: As you can see below, with some environments, you can wirelessly sync your contacts and calendars to your iPad.
Table 3-1. Synchronization Options for Your Personal Information
Your Environment | Wireless Sync Using | Desktop Sync Using | Notes |
Google for E-mail, Calendar, and Contacts | Settings Mail,Contacts,Calendar Add Account Microsoft Exchange | iTunes | This is free. |
Google for E-mail (Do not want wireless sync with Google for Contacts and Calendar) | Settings Mail,Contacts,Calendar Add Account Gmail | iTunes required to sync Google Contacts and Calendar | This is free. |
E-mail, Calendar and Contacts on Microsoft Exchange Server | Settings Mail,Contacts,Calendar Add Account Microsoft Exchange | iTunes | This is free. |
E-mail, Calendar and Contacts in Yahoo! | E-mail only:
Settings Mail,Contacts,Calendar Add Account Yahoo! |
iTunes required to sync Yahoo! Contacts and Calendar | This is free. |
E-mail, Calendar, and Contacts on various platforms. You are subscribed to MobileMe service. | Settings Mail,Contacts,Calendar Add Account MobileMe | MobileMe | This is free for 60 days, then US$99 for one user, US$149 for a family plan. ** Pricing is valid as of publication time. |
E-mail, Calendar, and Contacts in AOL | E-mail only:
Settings Mail,Contacts,Calendar Add Account AOL |
iTunes required to sync AOL Contacts and Calendar | This is free. |
LDAP (Lightweight Directory Access Protocol) Contacts | Settings Mail,Contacts,Calendar Add Account Other Add LDAP Account | Not available. | This is free. |
CalDAV Calendar Account | Settings Mail,Contacts,Calendar Add Account Other Add CalDAV Account | Not available. | This is free. Must have access to CalDAV account in this format cal.server.com with a username and password. |
Subscribed Calendar at your work | Settings Mail,Contacts,Calendar Add Account Other Add Subscribed Calendar | Not available. | This is free. Must have access to a subscribed calendar (web address, username and password). Access to server is in this format: myserver.com/cal.ics |
Now that you have thought about all the other options, you are ready to get started with setting up your iTunes sync. We show you all the steps to perform both automated syncs and manual transfers of information to your iPad using iTunes.
Once you connect your iPad to your computer, you can see important information, like your iPad's memory capacity in GB, installed software version, and serial number. You can also check for updates to the software version or restore data to your iPad. There are also several options that are available on this screen.
iTunes Navigation Basics:
Get a feel for the left nav bar. Click on various items in this left nav bar and notice that the main display window changes (see Figure 3-1).
The top nav bar inside the main window also changes based on what you have selected in the left nav bar.
For example, when you click on your iPad in the left nav bar, you will see tabs across the top of the main window that show information related to your device.
When you click on the iTunes store in the left nav bar, then you see tabs related to the store in the main window.
To see this screen:
Figure 3-1. The iPad summary screen in iTunes
To begin the setup of your contacts, calendar, e-mail and other syncs, follow these steps.
Figure 3-2. Getting to the Info tab in iTunes where contacts, calendar, bookmarks, and more are set up
Figure 3-3. Selecting software for syncing contacts (Windows)
CAUTION: Whenever you switch between software or services in these sync settings screens (called the Sync Provider), they will affect every one of the mobile devices connected to your iTunes account. For example, if you sync contacts to your iPhone or iPod touch, these changes will also affect MobileMe. You will be changing the way contacts sync for any other devices connected to your iTunes account.
Google Contacts Sync:
If you select Google Contacts, then you will be prompted to enter your Google ID and password, as shown in Figure 3-4.
Figure 3-4. Google Contacts sync login screen
To change your Google ID or password, click the Configure button next to the “Sync Contacts with” at the top of this section.
Yahoo! Address Book Sync:
If you select Yahoo! Contacts, then you will be prompted to enter your Yahoo! ID and password, as shown in Figure 3-5.
Figure 3-5. Yahoo! Address Book sync login screen
To change your Yahoo! ID or password, click the Configure button next to the “Sync Contacts with” at the top of this section.
NOTE: The options you see in this and other drop-down boxes in this Info tab will vary slightly depending on what software you have installed on your computer. For example, on a Mac, the contacts sync does not have a drop-down list; instead the other services, such as Google Contacts and Yahoo!, are shown as separate checkboxes (see Figure 3-6).
Figure 3-6. Contacts sync groups setup (Apple Mac)
NOTE: These contact groups cannot be created here—they must be created in the software application or service where your contacts are stored (e.g., Outlook, Google, Yahoo!, Entourage, etc.).
NOTE: Depending on how many contacts you have to sync, the initial sync could take longer than 10 minutes, and may even require 30+ minutes. So you may want to plan to do this sync when you can let your iPad sit for 30 or more minutes (during lunch, after dinner, etc.).
Figure 3-7. Calendar sync setup (Windows PC)
Figure 3-8. Calendar sync setup (Apple Mac)
NOTE: For Mac users who use Microsoft Entourage, you will need to enable Entourage to sync with iCal. You do this by going into the Preferences settings in Entourage and then going to Sync Services, checking off the boxes for synchronizing with iCal and Address book (Figure 3-9).
Figure 3-9. Microsoft Entourage settings (Apple Mac)
NOTE: As of the writing of this book, Entourage, unlike iCal, cannot handle multiple calendars.
It is important to keep in mind that the Sync Mail Accounts should really be called Sync Mail Account Settings (without your password and or mail). What this means is that only the e-mail account settings are transferred to your iPad during the sync. It helps you by not having to type all the settings on the iPad itself.
NOTE: After syncing the e-mail account settings to your iPad, you will still have to enter your password for each e-mail account in the Settings icon > Mail, Contacts, Calendars for each e-mail account. You have to do this only one time on your iPad for each account.
Figure 3-10. E-mail accounts sync setup
One great feature of the iTunes sync is that you can sync the browser bookmarks from your computer to your iPad. This allows you to start browsing on your iPad with all your favorite sites immediately. You can also sync your notes from your computer to your iPad and keep them up-to-date in both places using iTunes.
NOTE: As of publication time, only two web browsers are supported for iTunes sync: Microsoft Internet Explorer and Apple Safari. If you use Mozilla Firefox or Google Chrome, you could still sync your bookmarks, but you will have to install a free bookmark sync software (e.g., www.xmarks.com) to sync from Firefox or Chrome to Safari or Explorer. Then you can sync your browser bookmarks in a two-step process.
Figure 3-11. Browser bookmarks and notes sync setup
The syncing is normally automatic when you plug in your iPad to your computer's USB port. The only exception is if you have disabled the automatic sync.
At the top of iTunes, inside the Status window, you will see what is happening with the sync. You may see “Syncing contacts with ‘Martin's iPad’” or “Syncing calendars with ‘Martin's iPad’.” This allows you to see what is currently being synced.
Sometimes, the iTunes sync will detect conflicts between the data in your computer and on your iPad, for example, the same contact entry with two different company names or the same calendar entry with two different notes. It is fairly straightforward to handle these conflicts.
Figure 3-12. iTunes Sync Conflict Resolver
Figure 3-13. iTunes Sync Conflict Resolver final screen
NOTE: Conflicts that are found can cause the sync to stop in mid-process. Contacts are synced first, then the calendar. So if a contacts sync conflict is found, the calendar will not sync until the contacts conflict is resolved. Make sure to re-sync your iPad after you resolve conflicts to complete the sync.
You can cancel the sync from iTunes or from your iPad.
To cancel the sync from iTunes on your computer:
Click the “X” inside the sync status window, as shown in Figure 3-14, to cancel the sync.
Figure 3-14. Clicking the ‘X’ in the status window in iTunes to cancel the sync
To cancel the sync from the iPad:
Slide the slider bar at the bottom of the screen that says Slide to Cancel. This is in the same place as the normal Slide to Unlock message.
There could be a few reasons to manually sync:
NOTE: If you want to drag and drop music and videos, you need to make sure to check the box next to “Manually manage music and videos” in the Summary tab in iTunes.
There may be times you want to connect your iPad to your computer without the auto sync starting up. This could be because you don't have much time and want to quickly drag and drop a few new purchased songs to your iPad without syncing everything else.
To stop the normal auto-sync of your iPad, you can press several keys on your computer keyboard while connecting your iPad to your computer.
On a Windows PC:
Press and hold Shift + Ctrl while connecting your iPad to your computer.
On a Mac:
Press and hold Command + Option while connecting your iPad.
You can turn off the Auto Sync permanently in iTunes. You might want to do this if you prefer to have manual control over all the sync processes.
CAUTION: Turning off the Auto Sync also disables the automatic backup of your iPad every time you connect it to your computer. This setting would be best for a secondary computer, with which you might be charging your iPad but never want to sync it.
To turn off the Auto Sync in iTunes, follow these steps:
Figure 3-15. Disabling auto-sync in iTunes
Sometimes you will have issues with the sync and just need to get a fresh start. There are a few things you can do along these lines with iTunes: you can erase or reset the sync history so iTunes thinks it is syncing for the first time with your iPad, and you can force all information on the iPad to be replaced with information from your computer.
To reset your sync history in iTunes follow these steps:
Figure 3-16. Resetting sync history in iTunes (Edit > Preferences > Devices tab)
Sometimes you need to get a fresh start with your iPad information. For whatever reason, you want to get rid of all the information on your iPad in one or all the synced apps and get a clean start. Follow these steps.
Figure 3-17. Advanced area in the iTunes Info tab
With iTunes, you can sync and manage your apps on your iPad. It is easy to drag and drop your app icons around on a particular Home screen page or even between pages on your iPad.
Follow these steps to sync and manage apps:
NOTE: To see what happens when you turn your iPad to horizontal mode while it is connected to iTunes, look at Figure 3–18, which shows the horizontal layout with the Home screens along the bottom.
Figure 3-18. Sync Apps screen in iTunes
It is very easy to move around and organize your apps in this screen in iTunes (see Figure 3-19).
To move an icon within a screen: Click on it and drag it around the screen.
To move an icon between Home screen pages: Click and drag it to the new page on the right column. Then the new page will expand in the main screen. Drop the icon in the main screen.
To dock an app on the bottom dock: Click and drag it down to drop it on the bottom dock. If there are already six icons on the bottom dock, then you need to drag one off to make room for the new icon. Only six icons maximum are allowed.
To view another Home screen page: Click on that page in the right column.
To delete an app: Click on it, and then click the little X in the upper left corner. Only apps you have installed can be deleted. You will not see an X on pre-installed apps like iTunes.
Figure 3-19. Moving app icons or deleting apps using the icons on the Sync Apps screen in iTunes
To delete an app, simply uncheck the box next to it and confirm your selection, as shown in Figure 3-20.
Figure 3-20. Unchecking an app to delete it from your iPad
TIP: Even if you delete an app from your iPad, if you have chosen to sync apps as shown, you can still re-install that app by re-checking the box next to it. The app will be re-loaded onto your iPad during the next sync.
The other thing you can do in the Apps tab is transfer files between your computer and your iPad.
TIP: Some apps, such as GoodReader, come with wireless methods to transfer and share files. Check out the GoodReader section in Chapter 23 “New Media,” for more information.
To copy files from your computer to your iPad, follow these steps.
NOTE: To use iTunes for file sharing, you need to have at least one app installed on your iPad that can work with documents, spreadsheets, or presentation files. Examples of such apps are Pages, Numbers (Apple's spreadsheet), Keynote (presentation software), and GoodReader (multi-document reader).
Figure 3-21. Transferring files to your iPad
Figure 3-22. Selecting a file to transfer to your iPad
To copy files from your iPad to your computer, follow these steps.
Figure 3-23. Transferring files from your iPad
Figure 3-24. Selecting a folder on your computer to receive files from your iPad
When you click the Music tab, you can choose to sync your entire music library or selected items.
CAUTION: If you have already manually transferred some music, music videos, or voice memos to your iPad, you will receive a warning message that all existing content on your iPad will be removed and replaced with the selected music library from your computer.
To sync music from your computer to your iPad, follow these steps.
CAUTION: We don't recommend checking this option because it will take up all the space in your iPad and leave no room for all those cool apps!
Figure 3-25. Syncing music with your iPad
When you click the Movies tab, you can choose to sync specific, recent, or unwatched movies, or all of them.
To sync movies from your computer to your iPad, follow these steps.
Figure 3-26. Configuring movie sync to automatically include selections
Figure 3-27. Configuring movie sync to select individual movies in addition to the automatic selection
When you click the TV Shows tab, you can choose to sync specific, recent, or unwatched TV shows, or all of them.
To sync TV shows from your computer to your iPad, follow these steps.
Figure 3-28. Configuring TV show sync to automatically include selections
When you click the Podcasts tab, you can choose to sync specific, recent, or unplayed podcasts, or all of them.
TIP: Podcasts are a series of audio or video shows that are usually regularly scheduled (e.g., daily, weekly, or monthly). Most are free to subscribe to in the iTunes store. When you subscribe and set up the auto sync as shown in this section, you will receive all your favorite podcasts on your iPad.
Many of your favorite radio shows are recorded and broadcast as podcasts. We encourage you to check out the Podcast section of the iTunes store to see what might interest you. You will find podcasts on movie reviews, news shows, law school test reviews, game shows, old radio shows, educational content, and much more.
To sync podcasts from your computer to your iPad, follow these steps.
Figure 3-29. Configuring podcast sync to automatically include selections
TIP: After you sync these podcasts, you enjoy them in the Podcasts section of your iPod app on your device.
When you click the iTunes U tab, you can choose to sync specific, recent, or un-played iTunes U content, or all content.
TIP: iTunes U podcasts are similar to audio or video podcasts, except that they are focused on educational content and are mostly produced by colleges and universities. iTunes U podcasts may be a series of audio or video shows that are done once or can be regularly scheduled (e.g., daily, weekly, or monthly). Most are free to subscribe to in the iTunes store. When you subscribe and set up the auto sync as shown in this section, you will receive all your favorite iTunes U podcasts on your iPad.
Check out the iTunes U section in the iTunes store. You may find your favorite college or university has shows to teach you Biology 101 or Astronomy 101. There is even a Stanford University course on how to develop iPhone apps! Say you want to brush up on your marketing skills—you can check out some marketing classes from top universities. Many of the top universities broadcast class lectures from famous professors in iTunes U. Go ahead and check it out—it is quite amazing what you will find!
To sync iTunes U content from your computer to your iPad, follow these steps.
Figure 3-30. Configuring podcast sync to automatically include selections
When you click the Books tab, you can choose to sync all or selected books and audiobooks.
TIP: Books are electronic versions of their paper cousins. These books are in a specific electronic format called “ePub.” You buy them in the iBookstore on the iPad. You can also acquire books in the ePub format from other locations and sync them to your iPad using the steps described here. Books you acquire elsewhere must be unprotected or “DRM-Free” (Digital Rights Management free) in order to sync them to your iPad. You will read these books in the iBooks app or in other book reader apps on your iPad. Check out Chapter 8 “iBooks and E-Books” to learn more.
To sync books or audiobooks between your computer and your iPad, follow these steps.
Figure 3-31. Configuring books and audiobooks sync to automatically include selections
TIP: After you sync these books, you can enjoy them in the iBooks app on your device. You can listen to audiobooks in the iPod app, where the Audiobooks tab is on the left side.
When you click the Photos tab, you can choose to sync photos from all folders or selected folders and you can even include videos in those folders.
TIP: You can create a beautiful electronic picture frame and share your photos on the beautiful iPad screen (see Chapter 15 “Working with Photos”). You can even use your photos to set the background wallpaper and screen lock wallpaper—see Chapter 6, “Personalize,” for more information.
To sync photos from your computer to your iPad, follow these steps.
TIP: Mac users can also sync photos using iPhoto, including Events (time-based sync), Faces (person-based sync), and Places (location-based sync).
Figure 3-32. Selecting a folder on your computer to sync your photos
CAUTION: Because your photo library on your computer may be too large to fit on your iPad, you should be careful when checking All folders.
Figure 3-33. Configuring photo sync to automatically include selections
You may notice little numbers next to items in the left nav bar of iTunes. There are similar little blue numbers in the upper-right corner of items in the main window. These numbers show how many items are unplayed, unwatched, or, in the case of apps, require updates. See Figure 3-34.
Figure 3-34. Quickly Seeing Number of Unplayed Items.
The Auto Sync sections showed you how to automatically sync content to your iPad. In this section we show you how to manually transfer songs, videos, books, audiobooks, and more. The process is the same for each type of content, so we will show you how to do it for just one type of content, and then you will know how to do it for all types of content.
TIP: Use these same drag-and-drop techniques in order to add items to a playlist.
To manually transfer content from your computer to your iPad, follow these steps.
NOTE: If you have chosen to automatically sync content (e.g., music, movies, podcasts, etc.) then you will not be able to use this drag-and-drop method to copy items to your iPad. First you will have to check “Manually manage music and videos” in the Summary tab in iTunes before you try to drag and drop music or videos.
Figure 3-35. Selecting media to drag and drop onto your device
Figure 3-36. Dragging and dropping selected items onto your device
Sometimes iTunes does not behave exactly like you would expect it to, so here are a few simple troubleshooting tips.
On your iPad or computer's web browser, go to this web page:
http://www.apple.com/support/ipad/
Then click on a topic in the left nav bar, as shown in Figure 3-37.
Figure 3-37. Apple Knowlegebase web site for the iPad
Figure 3-38. Locating iTunes.exe
in Windows Task Manager to end the process
Figure 3-39. Confirming to end process in Windows
TIP: Pressing Command + Option + Escape is the shortcut to bring up the Force Quit Applications window, shown in Figure 3-40.
Figure 3-40. Force Quit Applications window on Mac computers
You can check for updated software and install updated operating system (OS) software using iTunes.
NOTE: Do this update when you won't mind being without your iPad for 30 minutes or more. Updating your iPad OS could take quite a while, depending on how much information you have stored on your computer (since it has to be backed up and then restored after the OS update), the speed of your computer's Internet connection (to download the latest iPad OS), and the overall speed of your computer.
Normally your iTunes will automatically check for updates on a set schedule, about every two weeks. You can see from Figure 3-41 that this iTunes will check for updated software on 5/5/2010.
Figure 3-41. Checking for updated software
Figure 3-42. Setting up your iPad as a new device or restoring from a backup file
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