Getting Started with the Palm™ m100 Series Handhelds
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Contents Chapter 1: Get Started Your Palm m100 series handheld .......................................................1 Installing batteries .................................................................................2 Setting up your handheld ....................................................................3 Using the protective flip cover ............................................................3 Removing the cover ..........................................................................
Changing a To Do List item .......................................................... 24 Marking a To Do List item complete ........................................... 25 Deleting a To Do List item ............................................................. 25 Using Note Pad ................................................................................... 26 Creating a note ................................................................................ 26 Deleting a note ...............................
Chapter 1 Get Started Palm™ m100 series handhelds will help you get to meetings and appointments on time, remember people’s names and personal details, and track items on your To Do list. You can enter your schedule in Date Book; keep all your contact names, addresses, phone numbers, and other details in Address Book; prioritize and assign your tasks a due date in To Do List; and jot quick notes directly on the screen in Note Pad.
Installing batteries 1. Press the latch on the battery door and lift the battery door away from your handheld. Press tab to open battery door Diagram shows where to place + and - ends of batteries 2. Install two AAA alkaline batteries into the battery compartment. 3. Insert the battery door back into place so that it is flush with the back of your handheld and “clicks” into position. Important: Do not force the battery door.
Setting up your handheld 1. Press the power button to turn on your handheld. 2. Follow the instructions on the screen to set up your handheld. Note: If your handheld does not turn on, see Chapter 4 in this guide for suggestions. Important: For users outside the United States, choose the same language for your handheld and Palm Desktop software. Choosing a language that does not match the Palm Desktop software is not recommended or supported, and may result in data loss.
Attaching the cover 1. Align the hinge prongs with the slots on the top of your handheld. 2. Insert one prong at a time until the prongs lock inside the slots. Scroll button hole Window Tip: Use the window in the cover to view the time and alarm reminder messages when your handheld is off and the cover is closed. To view the time, press the top scroll button which is accessible through the hole at the bottom of the cover.
Connecting the HotSync cradle/cable 1. Shut down and turn off your computer. 2. Plug the HotSync cradle/cable into a serial (COM) port on your computer. The HotSync cradle/cable cannot share a port with a modem or other device connected to your computer. Shown with a HotSync cradle. Some models use a cable in place of the cradle.
Installing Palm Desktop software on a Windows computer 1. Turn on your computer. 2. Exit any open programs, including those that run automatically at startup (such as Microsoft Office) and virus-scanning software. 3. Insert the Palm Desktop CD-ROM into the CD-ROM drive. Note: If installation does not begin, click the Windows Start button, choose Run, enter D:\autorun.exe, and then click OK. If necessary, replace D: with the drive letter assigned to your CD-ROM drive. 4.
Installing Palm Desktop software on a Macintosh 1. Turn on your Macintosh. 2. Insert the Palm Desktop CD-ROM into the CD-ROM drive. 3. Double-click the Palm Desktop CD icon. 4. Double-click the Palm Desktop Installer icon. 5. Follow the onscreen instructions to complete the installation. For information about how to use Palm Desktop software, refer to the online Help in Palm Desktop software and the Palm Desktop Software for the Macintosh User’s Guide on the Palm Desktop CD-ROM.
Synchronizing data: Performing the first HotSync operation The HotSync process automatically synchronizes — that is, exchanges and updates — data between your handheld and Palm Desktop software. Changes you make on your handheld or Palm Desktop software appear in both places after a HotSync operation. Tip: If you have difficulty performing a successful HotSync operation, see Chapter 4 in this guide for suggestions. 1. Connect your handheld to the HotSync cradle/cable. 2.
Congratulations! You’ve installed the batteries in your handheld, connected your handheld to your computer, installed the Palm Desktop software, and performed your first HotSync operation. There are several places you can find information on how to use your handheld and Palm Desktop software: ■ This guide, Getting Started with Palm™ m100 Series Handhelds, provides instructions on performing basic tasks on your handheld. ■ The Basic Skills tutorial on your handheld.
Page 10 Get Started
Chapter 2 Enter Data There are several ways to enter data into your handheld: the onscreen keyboards, Graffiti ® writing, Note Pad, Palm™ Desktop software, an external keyboard accessory, and importing data. Entering data with the onscreen keyboards 1. Open any application (such as Address Book). 2. Tap any record, or tap New. 3. Tap “abc” or tap “123” to open an onscreen keyboard. Tap here for alphabetic keyboard Tap here for numeric keyboard 4. Tap the characters to enter text and numbers.
Entering data with Graffiti writing Graffiti characters are similar to uppercase letters that are formed with a single-stroke. Your writing turns into text wherever the blinking cursor appears on the handheld screen. Graffiti writing is easy, fun, accurate, and fast (up to 30 words per minute). It’s worth taking a few minutes to learn. 1. Open any application (except Note Pad). 2. Tap any record, or tap New. 3. Tap the line where you want the text to appear. 4.
Entering data with Note Pad The Note Pad application provides a place where you can write a quick note in your own handwriting directly on your handheld screen. Think of Note Pad as a virtual “sticky pad” for short notes. Later, you can transfer your “sticky” notes to a more permanent place by entering the information in another application, or you can “throw them away” by deleting them. See “Using Note Pad” in Chapter 3 for more information and instructions.
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Chapter 3 Get to Work Adjusting the screen If lighting conditions make it difficult to see the information on your handheld, you can use the backlight and contrast control to adjust your screen. Using the backlight 1. Press the power button for about two seconds. Release the button when the backlight turns on. 2. Press the power button for about two seconds to turn off the backlight. Note: The backlight also turns off automatically after a period of inactivity defined by the Auto-off setting.
Using Address Book Address Book enables you to store names, addresses, phone numbers, and other information about your personal and business contacts. Creating an Address Book entry 1. Press the Address Book application button on your handheld. 2. Tap New. Tap a line to enter data Tap Done Tap New Tap scroll arrows to move between pages 3. Enter the information you want to add. Note: Your handheld automatically capitalizes the first letter of most fields.
Viewing and changing an Address Book entry 1. Tap the entry you want to view or change. 2. Tap Edit. 3. Tap Details. Tap OK Tap Details 4. Select any of these settings: Show in List Select which information appears in the Address list screen: Work, Home, Fax, Other, E-mail, Main, Pager, and Mobile. Category Assign the entry to a category. Private Hide this entry when Security is turned on. 5. Tap OK. Deleting an Address Book entry 1. Select the entry you want to delete. 2. Tap the Menu icon . 3.
Using Date Book Date Book lets you quickly and easily schedule appointments or any kind of “event” associated with a time and date. Creating an event 1. Press the Date Book application button on your handheld. 2. Select the date you want for the event. Previous week Next week Previous year Next year Tap a day in the current week Tap a month Tap a day Tap to select a date 3. Tap the line for the time the event begins and enter a description. 4.
Creating an untimed event You can also schedule events in your Date Book that occur on a particular date but have no specific start or end times, such as birthdays, holidays, and anniversaries. These are referred to as “untimed events.” Untimed events appear at the top of the list of times, marked with a diamond. You can have more than one untimed event on a particular date. 1. Select the date that you want for the event. 2. Tap New. 3. Tap No Time, so that no start or end times are defined for the event.
Creating a repeating or continuous event The Repeat function lets you schedule events that recur at regular intervals or extend over a period of consecutive days. A birthday is a good example of an event that repeats annually. Another example is a weekly guitar lesson that falls on the same day of the week and the same time of day. A business trip or a vacation is an example of a continuous event. 1. Tap the event. 2. Tap Details. 3. Tap the Repeat box. Tap Repeat box 4.
Changing the Date Book view In addition to displaying the time list for a specific day, you can also display a whole week, a month, or an agenda. ■ Tap a view icon to display another view.
Deleting an event 1. Select the event you want to delete. 2. Tap the Menu icon . 3. Tap Record, and then tap Delete Event. 4. If you’re deleting a repeating event, tap one of the following: Current Deletes only the current event item. Future Deletes the current and all future event items and resets the end date of the repeating event to the last shown date. All Deletes all occurrences of the repeating event.
Using To Do List To Do List is a convenient place to create reminders and prioritize the things that you have to do. A record in To Do List is called an “item.” Creating a To Do List item 1. Press the To Do List application button on your handheld. 2. Tap New. Enter description Tap to select priority Tap New 3. Enter a description. The text can be longer than one line. 4. (Optional) Tap the Priority number on the left side of the item and set the Priority number (1 is most important).
Changing a To Do List item 1. Tap the text of the item you want to change. 2. Tap Details. Tap here 3. Tap the Due Date pick list and select a date for the item: Today Assigns the current date. Tomorrow Assigns tomorrow’s date. One week later Assigns the date exactly one week from today. No Date Removes the due date from the item. Choose date Opens the date selector, where you can choose any date that you want for the item. 4. Tap OK.
Marking a To Do List item complete ■ Tap the check box on the left side of the item. Completed To Do item Tip: You can set the To Do List Show Options to record the date you complete an item, and you can choose to show or hide completed items. Deleting a To Do List item 1. Select the item you want to delete. 2. Tap the Menu icon . 3. Tap Record, and then tap Delete Item.
Using Note Pad Note Pad provides a place to take notes directly on the screen in your own handwriting. You can assign each “note” a title and store up to 999 notes on your handheld. Creating a note 1. Press the Note Pad application button Note: on your handheld. If Note Pad is already running, tap New. Enter Graffiti title here Write information here Pen selector 2. Write the information directly on the handheld screen.
Transcribing a note You can use Palm Desktop software to view your notes and enter them in other applications. 1. Perform a HotSync operation. See “Synchronizing data: Performing the first HotSync operation” in Chapter 1 for details. 2. Open Palm Desktop software: Windows. Launch the Palm Desktop icon on your desktop. Macintosh. Double-click the Palm Desktop icon in the Palm folder. 3. Open the Note Pad window: Windows. Click the Note Pad icon in the Palm Desktop window. Macintosh.
Using Memo Pad Memo Pad provides a place to store information that is not associated with Date Book, Address Book, or To Do List. A record in Memo Pad is called a “memo.” Each memo can contain up to 4,000 Graffiti characters. The number of memos you can store is dependent only on the memory available on your handheld. 1. Tap the Applications icon 2. Tap the Memo Pad icon . to display the Memo list. 3. Tap New. Tap New 4. Use Graffiti characters to enter the text you want to appear in the memo.
Reviewing and changing a memo 1. In the Memo list, tap the text of the memo. Tap a memo to review its contents 2. Review or edit the text in the memo. 3. Tap Done. Deleting a memo 1. Select the memo you want to delete. 2. Tap the Menu icon . 3. Tap Record, and then tap Delete Memo. Note: If you want to save a copy of the deleted memo to an archive file in Palm Desktop software, select the check box in the confirmation dialog box. 4. Tap OK.
Using Clock Clock enables you to set the current date and time for all the applications on your handheld, to quickly view the time, and to set an alarm to sound during the next 24-hour period. Setting the time and date 1. Tap the Applications icon 2. Tap the Clock icon . . 3. Tap Set Time & Date. Tap to set hour Tap to set minutes Tap to set numbers Tap to set date Tap here 4. Set the hour, minute, and AM or PM settings. Note: You can also set your handheld to display the time in other formats.
Viewing the time Do one of the following: ■ When your handheld is on, tap the Clock icon corner of the Graffiti writing area. in the upper-left ■ When your handheld is off, press the up scroll button. To activate the backlight while viewing the time, hold down the up scroll button for a few seconds. Setting an alarm 1. Tap the Alarm box to open the Set Alarm dialog box. Note: If you do not see the Alarm box, tap the Settings button. Tap to set hours Tap to set minutes 2.
Using Preferences and other settings Changing the Applications Launcher display By default, the Applications Launcher displays each application as an icon. You can change the settings to show a list of applications. 1. Tap the Applications icon 2. Tap the Menu icon . . 3. Tap Options, and then tap Preferences. 4. Tap the View By pick list and select List.
Setting General preferences You can set your handheld’s auto shutoff interval and sounds, and prohibit anyone from beaming information to your handheld. 1. Tap the Applications icon 2. Tap the Preferences icon . . 3. Tap the pick list in the upper-right corner and select General.
Beaming information You can use the IR (infrared) port on your handheld to beam the following information to another Palm OS® handheld that’s close by and also has an IR port: ■ The record currently displayed in Date Book, Address Book, To Do List, Note Pad (if installed on the other handheld), or Memo Pad ■ All records of the category currently displayed in Address Book, To Do List, Note Pad (if installed on the other handheld), or Memo Pad ■ A special Address Book record you designate as your busines
Receiving beamed information 1. Turn on your handheld. 2. Point the IR port on the top of your handheld at the IR port of the transmitting handheld. Tap arrow to assign incoming information to a category 3. Tap Yes. Beaming your business card 1. Create an Address Book entry with your business card information. 2. Tap the Menu icon . 3. Tap Record, and then tap Select Business Card. 4. Tap Yes. 5. Press the Address Book application button seconds to beam your business card.
Installing add-on applications You can install a variety of third-party applications on your handheld during a HotSync operation. To find the bonus add-on applications that come with your handheld, go to the Add-on folder on the Palm Desktop software CD-ROM. To learn about thousands of other add-on applications, go to the web site: http://www.palm.com. Note: Any game or application that you install on your handheld resides in RAM memory; you can delete them at any time.
Installing applications using a Macintosh 1. Copy or download the application you want to install into the Add-on folder in your Palm folder on your Macintosh. Note: If the software is compressed, expand it into this folder. 2. Double-click the Hotsync Manager icon in the Palm folder. 3. From the HotSync menu, choose Install Handheld Files. User pop-up menu Click Add to List to select applications to install 4. From the User pop-up menu, select your user name. 5. Click Add to List.
Resetting your handheld If your handheld does not respond to buttons or tapping the screen, you need to perform a reset to get your handheld running again. Performing a soft reset A soft reset tells your handheld to stop what it’s doing and start over again while retaining all records and entries stored in your handheld. ■ Use the tip of an unfolded paper clip (or similar object without a sharp tip) to gently press the reset button inside the hole on the back panel of your handheld.
Chapter 4 Frequently Asked Questions If you encounter a problem with your handheld, try the suggestions in this section, and the suggestions in the “Frequently Asked Questions” chapter in the online Handbook before contacting Technical Support. If you are still having problems, contact Technical Support. For US and International telephone numbers, see the Worldwide Customer Support card that comes with your handheld or go to http://www.palm.com.
I can’t complete a HotSync operation The first step in diagnosing HotSync problems is to determine if your handheld and computer are able to communicate with each other. 1. Connect your handheld to the HotSync cradle/cable. 2. Confirm that HotSync Manager is running and enabled. On the Windows desktop, double-click the Palm Desktop icon, click the HotSync icon on the taskbar and make sure Local is checked on the menu. If not, click it to insert a check mark. Windows. Macintosh.
Check your handheld settings: 1. Turn on your handheld and tap the Applications icon 2. Tap the HotSync icon . . 3. Tap Local above the HotSync icon and select Direct Serial from the pick list below the HotSync icon. 4. Tap the HotSync icon to perform a HotSync operation. Continue if you’re still having problems. Check your Windows computer settings: 1. Right-click the My Computer icon on your Desktop and select Properties. 2. Click the Device Manager tab and double-click Ports. 3.
Troubleshooting data synchronization problems If your data does not appear on your handheld and in the Palm Desktop software after a HotSync operation, try the steps in this section. Note: If you are attempting to synchronize with applications other than the Palm™ Desktop software (e.g., Microsoft Outlook, Lotus Notes, etc.) using a third-party conduit, please consult the documentation that was provided with that conduit. Check your desktop configuration: 1.
Upgrading from another Palm OS handheld If you already own a Palm OS handheld, we recommend that you install the version of Palm Desktop software that comes with your new Palm m100 series handheld into the same folder as your current Palm Desktop software. When you install the new version in the same folder as the previous version, all your data is preserved.
Upgrading on a Macintosh: 1. Synchronize your old handheld with your old Palm Desktop software to ensure all the data from your handheld is on your Macintosh. 2. (Optional) To ensure against data loss, copy your Users Data folder (inside the Palm folder) and its contents, rename it (for example, My Old Palm Data), and store the copy outside the Palm folder. 3. If your old Palm Desktop software is version 1.0, uninstall your old Palm Desktop software. 4.
