Handbook for Palm™ m100 Series Handhelds
Copyright Copyright © 2001-2002 Palm, Inc. All rights reserved. Graffiti, HotSync, PalmModem, and Palm OS are registered trademarks of Palm, Inc. The HotSync logo, Palm Powered, Palm, and the Palm logo are trademarks of Palm, Inc. Other product and brand names may be trademarks or registered trademarks of their respective owners. Disclaimer and Limitation of Liability Palm, Inc. assumes no responsibility for any damage or loss resulting from the use of this handbook. Palm, Inc.
Contents About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Chapter 1: Introduction to Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Getting to know your Palm™ m100 series handheld . . . . . . . . . . . . . . . . . . . . . 3 What is a Palm m100 series handheld? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Contents Writing symbols and extended characters . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Writing accented characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Accent strokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Additional non-English characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Navigation strokes . . . . . . . . . . . . . . . . . . . . . . . . . . .
Contents Reviewing card information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Renaming a card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Formatting a card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Card Info menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Chapter 5: Using Your Basic Applications .
Contents Chapter 6: Advanced HotSync® Operations . . . . . . . . . . . . . . . . . . . . . . . 123 Selecting HotSync setup options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123 Customizing HotSync application settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128 IR HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130 Preparing your computer for infrared communication . . . . . . . . . . . . . . .
Contents Connecting to your service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156 Creating additional service templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156 Adding detailed information to a service template . . . . . . . . . . . . . . . . . . 156 Login scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159 Creating a login script on your handheld . . . . . . . . . . . . . . . . . . . . .
Contents Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About This Book Welcome to the Palm™ m100 series handheld. This handbook is designed to help you get up and running quickly on your handheld. It describes all you need to know about how to use your handheld and the applications that come with it.
About This Book 2
CHAPTER 1 Introduction to Your Handheld This chapter explains the physical buttons and controls on your Palm™ m100 series handheld, how to use your handheld for the first time, how to add expansion cards to your handheld, and how to use HotSync® technology to synchronize your handheld and Palm™ Desktop software.
Chapter 1 Introduction to Your Handheld System requirements To install and operate Palm Desktop software, your computer system must meet the following requirements: Minimum requirements: Windows ■ IBM-compatible Pentium-class computer ■ Windows 95*/98/Me/NT 4.0*/2000**/XP** (* Windows 95/NT operating systems require a serial cradle/cable, sold separately. ** User must have administrator rights to install Palm Desktop software.
Getting to know your Palm™ m100 series handheld Handheld components Locating front panel controls Power button/ Backlight control Screen Scroll buttons/ Clock control Graffiti writing area Changeable face plate Application buttons Turns your handheld on or off and controls the backlight feature. If Power button/ Backlight control your handheld is turned off, pressing the power button turns the unit on and returns you to the last screen you viewed.
Chapter 1 Introduction to Your Handheld Scroll buttons/ Clock control Displays text and other information that extends beyond the handheld screen area. When your handheld is on, pressing the lower button scrolls down to view information below the viewing area, and pressing the upper button scrolls up to view information above the viewing area. When your handheld is off, pressing the top button displays the time.
Upgrading from another Palm OS handheld Stylus Serves as a pointing and writing device for navigating through applications and entering data on your handheld. To use the stylus, slide it out of the storage slot and hold it as you would a pen or pencil. Face plate tab Releases the face plate so you can personalize the appearance of your handheld with another face plate (sold separately).
Chapter 1 Introduction to Your Handheld Preparing to use your handheld Before you begin using your handheld and Palm Desktop software, you must complete a few easy installation tasks. To use your handheld and Palm Desktop software, complete the following: ■ (If upgrading) Perform a HotSync operation using your old handheld and cradle/cable. This ensures all data on your handheld is on your desktop computer.
Preparing to use your handheld To remove the cover: 1. Open the cover and grasp the hinge with your thumb. 2. Gently rock the cover from one side to the other until the hinge prongs release from the slots on the top edge of your handheld. To reattach the cover: ■ Align the hinge prongs with the slots on the top edge of your handheld, and then insert one prong at a time until the prongs lock inside the slots.
Chapter 1 Introduction to Your Handheld To remove the face plate: 1. Remove the flip cover. 2. Lift the face plate tab slightly to separate it from your handheld and pull the existing face plate away from your handheld. Face plate tab To attach the face plate: 1. Align the bottom edge of the new face plate with the slot on the bottom edge of your handheld. 2 1 2. Gently press the top of the face plate onto your handheld until it clicks into position.
Preparing to use your handheld 3. Connect the power cord that attaches to the back of the cradle’s USB port connector to the AC adapter cord. 4. Plug the adapter into any AC current outlet. Charging the handheld Your handheld is recharged each time you place the handheld in the cradle. Just place your handheld in the cradle for at least two hours for an initial charge before you use it. Then place it in the cradle for ten to fifteen minutes each day to recharge the battery to full capacity.
Chapter 1 Introduction to Your Handheld Palm Desktop software Palm Desktop software extends many of the functions of your handheld to your computer and serves to back up all your data. Viewing and editing your data using Palm Desktop software is optional. However, when you use it with your handheld and the built-in HotSync technology, you can fully synchronize the information on your handheld with the information on your computer.
Preparing to use your handheld ■ Print your Date Book, Address Book, To Do List, and Memo Pad information on any printer. Installing Palm Desktop software The following instructions guide you through installing Palm Desktop software. After installation, refer to the online Help in Palm Desktop software, the Quick Tour in Palm Desktop software (for Windows users), and the Palm Desktop Software for the Macintosh User’s Guide located in the Documentation folder in the Palm Desktop folder.
Chapter 1 Introduction to Your Handheld To install Palm Desktop software on a Mac computer: 1. Turn on your computer. 2. Insert the Palm Desktop software CD-ROM into your computer’s CD-ROM drive. 3. Double-click the Palm Desktop CD-ROM icon. 4. Double-click the Installer icon to begin the installation procedure. 5. Follow the onscreen instructions to complete the installation. Shown with a HotSync cradle. Some models use a cable in place of the cradle.
Tapping and typing Tapping and typing Tap with the stylus to get things done Like using a mouse to click elements on a computer screen, using the stylus to tap elements on your handheld screen is the basic action that gets things done on your handheld. The first time you start your handheld, setup instructions appear on the screen. These instructions include a calibration screen.
Chapter 1 Introduction to Your Handheld Elements of the handheld interface Menu bar Icons 16 Menu bar A set of commands that are specific to the application. Not all applications have a menu bar. Icons Tap the icons to open applications , menus and to find text anywhere in your data . Contrast control Tap the Contrast icon to open the Adjust Contrast dialog box.
Tapping and typing Previous/next arrows Check box Pick list Command button Scroll bar Check box When a check mark appears in a check box, the corresponding option is active. If a check box is empty, tapping it inserts a check mark. If a check box is checked, tapping it removes the check mark. Command buttons Tap a button to perform a command. Command buttons appear in dialog boxes and at the bottom of application screens.
Chapter 1 Introduction to Your Handheld TIP When you press an application button on the front panel, you have instant access to the selected application. You don’t even need to turn on your handheld first. In addition to providing a way for you to open applications, the Applications Launcher displays the current time, battery level, and application category. To open an application on your handheld: 1. Tap the Applications icon . 2. Tap the icon of the application that you want to open.
Tapping and typing Tap on the inverted title area at the top of the screen. Tap the title area Tap the Menu icon In this example, three menus are available: Record, Edit, and Options. The Record menu is selected and contains the commands New Memo, Delete Memo, and Beam Memo. Choosing a menu After you open the menu bar for an application, tap the menu that contains the command you want to use. The menus and menu commands that are available depend on the application that is currently open.
Chapter 1 Introduction to Your Handheld Draw the Command stroke anywhere in the Graffiti area. When you draw the Command stroke, the Command toolbar appears just above the Graffiti writing area to indicate that you are in Command mode. Command Undo Cut Copy Paste Beam Delete The command toolbar displays context sensitive menu commands for the current screen. For example, if text is selected the menu icons displayed may be undo, cut, copy, and paste.
Tapping and typing To display an online tip: 1. Tap the Tips icon . 2. After you review the tip, tap Done.
Chapter 1 Introduction to Your Handheld Graffiti writing area. See “Using the onscreen keyboard” in Chapter 2 for more information. Alpha Tab Backspace Caps lock Carriage return Caps shift Numeric Tap here to display alphabetic keyboard International Tap here to display international keyboard Tap here to display numeric keyboard Graffiti writing Your handheld includes Graffiti writing software as the primary system for entering text and numbers.
Tapping and typing A blinking cursor appears on the first line of the new memo to indicate where the new text will appear. NOTE New memo cursor Tap New Write in Graffiti area See “Using Graffiti writing to enter data” in Chapter 2 for details. 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.
Chapter 1 Introduction to Your Handheld After the information is in Palm Desktop software, perform a HotSync operation to synchronize your handheld with your computer. See “Exchanging and updating data: HotSync operations” in Chapter 5 for more information. Importing data If you already have data in a database on your computer, you can import it into Palm Desktop software. You can import data stored in computer applications such as spreadsheets and databases, or from another Palm OS handheld.
Customizing your handheld You make changes to the date and time in Date and Time preferences. To set the date: 1. Tap the Set Date box. 2. Tap the arrows to select the current year. Tap arrows to select year Tap to select month Tap to set date 3. Tap a month. 4. Tap the current date. Tap to select date To set the time: 1. Tap the Set Time box. 2. Tap the up or down arrows to change the hour. 3. Tap each number of the minute, and then tap the arrows to change them. 4. Tap OK.
Chapter 1 Introduction to Your Handheld TIP When you travel, changing the time zone setting to a new time zone automatically resets the date and time on your handheld, but it does not change the time of appointments set in Date Book. 3. Tap OK. To set the daylight saving switch: ■ 26 Tap the Daylight Saving pick list, and then tap Off or On.
CHAPTER 2 Entering Data in Your Handheld This chapter explains how to enter data into your handheld by writing with the stylus in the Graffiti® writing area, by using the onscreen keyboard, by using the computer keyboard, or by importing data from another application. Using Graffiti writing to enter data Chapter 1 introduced Graffiti writing and briefly described how to use it to enter text in your applications.
Chapter 2 Entering Data in Your Handheld ■ Most characters require only a single stroke. When you lift the stylus from the Graffiti writing area, your handheld recognizes and displays the text character immediately. To accomplish single strokes, some Graffiti strokes are portions of the regular alphabet equivalents. ■ The Graffiti writing area is divided into two parts: one for writing the letters of the alphabet and one for writing numbers.
Using Graffiti writing to enter data That’s all there is to it! When you lift the stylus from the screen, your handheld recognizes your stroke immediately and prints the letter at the insertion point on the screen. As soon as you lift the stylus from the screen, you can begin the stroke for the next character you want to write. IMPORTANT You must begin the character strokes in the Graffiti writing area.
Chapter 2 Entering Data in Your Handheld The Graffiti alphabet Letter 30 Strokes Letter A N B O C P D Q E R F S G T H U I V J W K X L Y M Z Space Back Space Carriage Return Period Strokes tap twice
Using Graffiti writing to enter data Writing capital letters You make capital letters with the same stroke shapes as the basic alphabet characters. To make capital letters, you must first “shift” to caps — just as you press the Shift key on a keyboard — and then write the character strokes. NOTE Graffiti writing includes a feature that automatically capitalizes the first letter when you create a new sentence or a new record (by tapping New or a blank line).
Chapter 2 Entering Data in Your Handheld Graffiti numbers Number Strokes Number 0 5 1 6 2 7 3 8 4 9 Strokes Writing punctuation marks Graffiti writing can create any punctuation symbol that you can enter from a standard keyboard. All punctuation marks begin with a single tap on the Graffiti writing area. When you make this tap, you activate Punctuation Shift and a dot appears to show it is active. The next stroke you make with the stylus creates a punctuation mark.
Using Graffiti writing to enter data Additional Graffiti punctuation @ # % ^ & * < \ { } [ ] ~ ` > — + = : " tab ; | Writing symbols and extended characters All symbols and extended characters begin with the stroke in the Graffiti writing area of your handheld: Symbol Shift When the Symbol Shift is active, a slanted shift symbol appears in the lower-right corner of the screen. The next stroke that you make creates the symbol or extended character.
Chapter 2 Entering Data in Your Handheld Accent strokes a a a a a a Using these accent strokes, you can write the following accented letters: à á â ã ä å è é ê ë ì í î ï ò ó ô õ ö ù ú û ü ÿ ý ñ Additional non-English characters You can write the following characters without any special punctuation or shifting: c ae NOTE You must write these non-English characters in the left side of the Graffiti writing area.
Using the onscreen keyboard Graffiti writing comes with several predefined ShortCuts, and you can also create your own. Each ShortCut can represent up to 45 characters. For example, you might create a ShortCut for your name, or for the header of a memo. See “ShortCuts preferences” in Chapter 7 to learn about creating your own ShortCuts. To use a ShortCut, draw the ShortCut stroke followed by the ShortCut characters.
Chapter 2 Entering Data in Your Handheld 4. Tap the characters to enter text and numbers. The onscreen keyboard also includes a dialog box for international characters. You can switch among the three dialogs at any time to enter the exact text you need. You can also enter data in the Graffiti writing area even when an onscreen keyboard is open. NOTE 5. After you finish, tap Done to close the onscreen keyboard and place the text in the record.
Importing data Importing data If you have data stored in computer applications such as spreadsheets and databases, or if you want to import data from another handheld, you can transfer the data to your handheld without having to key it in manually. Save the data in one of the file formats listed below, import it into Palm Desktop software, and then perform a HotSync operation to transfer the data to your handheld.
Chapter 2 Entering Data in Your Handheld 6. Click Open. If you are importing a vCal or vCard file, skip to step 10. You do not have to specify which fields correspond to the imported data. NOTE 7. To import data into the correct Palm Desktop fields, drag fields in the left-hand column so that they are opposite the corresponding imported field on the right. 8. If you do not want to import a field, deselect the check box for that field. 9. Click OK.
Importing data 4. Click Open. 5. If you want to change the order of the fields you’re importing, point to a field, wait for the cursor to change to a double arrow, and then drag the field to a new location. 6. If you do not want to import a field, click the arrow between the field names. 7. From the Fields pop-up menu, choose the appropriate field. 8. From the Delimiters pop-up menu, choose the appropriate delimiter. 9. Click OK. 10.
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CHAPTER 3 Managing Your Applications This chapter explains how to switch between applications on your handheld, how to change application settings so they are personalized to your work methods, and how to categorize applications so you view them in related groups. For information about working with applications on an expansion card, see Chapter 4. Using the Applications Launcher To open the Applications Launcher, tap the Applications icon .
Chapter 3 Managing Your Applications 3. Tap App, and then tap Category. 4. Tap the pick list next to each application to select a category. TIP To create a new category, tap Edit Categories from the pick list. Tap New, enter the category name, and then tap OK to add the category. Tap OK. 5. Tap Done. To display applications by category: 1. Tap the Applications icon 2. Do one of the following: . Tap the Applications icon repeatedly to cycle through all your categories.
Choosing preferences 4. Tap the View By pick list and select List. 5. Tap OK. To open the Applications Launcher to the last opened category: 1. Tap the Applications icon . 2. Tap the Menu icon 3. Tap Options, and then tap Preferences. 4. Tap the Remember Last Category check box to select it. 5. Tap OK. . Choosing preferences You can set options that affect an entire application in the application’s Preferences dialog box. To change preferences for an application: 1. Open an application.
Chapter 3 Managing Your Applications Installing and removing applications This section explains how to install and remove applications on your handheld or on an expansion card, and how to remove Palm™ Desktop software from your computer. Installing add-on applications Your handheld comes with the Date Book, Address Book, To Do List, Note Pad, Memo Pad, and Calculator applications installed and ready to use.
Installing and removing applications 5. Click Add. 6. Select the application(s) that you want to install on your handheld or on a resident expansion card. 7. Click Open. Review the list of applications you selected in the Install Tool dialog box. If you do not want to install an application, select it, and then click Remove. (This does not remove the application from your computer; it simply removes it from the list of applications to install.) NOTE 8.
Chapter 3 Managing Your Applications Files that remain in the list after you perform a HotSync operation did not install. This can happen if the file type was not recognized during the HotSync operation. Expansion cards may hold applications that use files other than the Palm™ application files. In order for your handheld to recognize such a file, you must launch the application that uses these files at least once. NOTE To install add-on software on your handheld using a Mac computer: 1.
Installing and removing applications 9. If you need to change the destination of the application you are installing, click Change Destination on the Install Handheld Files window, and then use the arrows to move applications between your handheld and an expansion card. 10. Click 11. OK to close the Change Destination window. Close the Install Handheld Files window. 12. Perform a HotSync operation to install the selected application(s) on your handheld.
Chapter 3 Managing Your Applications 5. Tap the application that you want to remove. 6. Tap Delete. 7. Tap Yes. 8. Tap Done. Removing Palm Desktop software If you no longer want to use Palm Desktop software, you can remove it from your computer. To remove Palm Desktop software from a Windows computer: 1. From the Windows Start menu, choose Settings, and then choose Control Panel. 2. Double-click the Add/Remove Programs icon. 3. Click the Change or Remove Programs button. 4.
Security 6. Click Remove. This process removes only the application files. The data in your Users folder remains untouched. NOTE 7. Restart your computer. Security Your handheld comes with a Security application so that unauthorized users cannot view the entries you wish to protect. In Security, you can do the following: ■ Lock and turn off your handheld so that it does not operate until you enter the correct password.
Chapter 3 Managing Your Applications 5. Enter a hint to help your remember your password if you forget it. This is optional. Tap here 6. Tap OK. 7. Enter the same password a second time, and tap OK. Changing or deleting a password Once you define a password for your handheld, you can change or delete it at any time. You must enter the current password before you can change or delete it. To change or delete your password: 1. Tap the Password box. 2. Enter the current password. Tap here 3.
Security To remove the password, tap Unassign. Locking your handheld You can lock your handheld so that it cannot be operated until your password is entered. In the event that your handheld is lost or stolen, this helps protect your data from unauthorized use. You can set your handheld to lock automatically, or you can lock it manually.
Chapter 3 Managing Your Applications To set your handheld to lock at a preset time: 1. Tap the Applications icon . 2. Tap the Security icon. 3. Tap the Auto Lock Handheld box, and then enter your password. 4. Tap At a preset time, and then use the arrows to set the time. 5. Tap OK. To set your handheld to lock after a period of inactivity: 1. Tap the Applications icon . 2. Tap the Security icon. 3. Tap the Auto Lock Handheld box, and then enter your password. 4.
Security IMPORTANT If you lock your handheld, you must enter the exact password to reactivate your handheld. If you forget the password, your handheld will present the hint you have entered to help you remember the password. If you still cannot remember the password, you must perform a hard reset to resume using your handheld. Performing a hard reset deletes all the records in your handheld; however, you can restore all synchronized data at the next HotSync operation.
Chapter 3 Managing Your Applications Recovering from a forgotten password If you forget your password, your handheld will display the password hint, if you entered one, to help you remember the password. If you are still unable to remember the password, you can delete it from your handheld. Deleting a forgotten password also deletes all entries and files marked as Private.
CHAPTER 4 Using Expansion Features Your handheld provides an expansion card slot that enables you to add additional software applications, memory, and peripherals. You can also use a special kind of expansion card that allows you to back up your data when it is inconvenient to perform a HotSync® operation. NOTE Battery life may vary depending on the expansion cards used.
Chapter 4 Using Expansion Features Removing an expansion card 1. Hold your handheld securely. 2. Use your thumb to push against the top of the card, as if you were pushing it further into the slot. The expansion card slot releases the card, and your handheld makes an audible system sound. 3. Once the slot has released the card, gently remove the card from the expansion card slot. NOTE Your handheld comes with a dummy card seated within the expansion card slot.
Switching between your handheld and an expansion card Switching between your handheld and an expansion card When you use an expansion card, your handheld creates and displays a new category that matches the name of the expansion card. You can easily switch between applications installed on your handheld and on the expansion card. To switch to an expansion card: 1. Tap the pick list in the upper-right corner. 2. Tap the category item that matches the name of the expansion card.
Chapter 4 Using Expansion Features 6. Tap an application to copy. 7. Tap Copy. 8. Tap Done. NOTE You can install applications to a card that is seated in the expansion card slot during a HotSync operation; see “Installing add-on applications” in Chapter 3 for details. Also, you can beam applications from expansion cards; see “Beaming information” in Chapter 5 for details.
Deleting applications from an expansion card The sort by setting is in effect each time you use the copy feature. Each time you want to copy an application only, you must set the copy application only check box. NOTE Deleting applications from an expansion card To delete applications from an expansion card: 1. Tap the Applications icon . 2. Tap the Menu icon 3. Tap App, and then tap Delete. 4. Tap the card name from the Delete From pick list. 5.
Chapter 4 Using Expansion Features 4. Review card contents summarized by directory. Review card information Review summarized card contents Renaming a card 1. Tap the Applications icon . 2. Tap the Card Info icon 3. Tap the Menu icon. 4. Tap Card, and then tap Rename Card. 5. Enter the new name for the card. 6. Tap Rename. . Formatting a card Formatting a card erases all its data and prepares it to accept new applications and data. 1. Tap the Applications icon . 2.
Card Info Card menus Help Provides help text. About Card Info Shows version information for Card Info.
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CHAPTER 5 Using Your Basic Applications Your handheld includes these basic applications: ■ Date Book ■ Address Book ■ To Do List ■ Note Pad ■ Memo Pad ■ Clock ■ Calculator This chapter is divided into three sections: ■ “Overview of basic applications” briefly describes each application and explains how to open it. ■ “Common tasks”gives instructions on how to do tasks that you can do in most or all of the basic applications.
Chapter 5 Using Your Basic Applications ■ Display a monthly calendar to quickly spot days where you have morning, lunch, or afternoon appointments. ■ Display an agenda showing appointments, untimed events, and your To Do items for the day. ■ Set an alarm to notify you of the scheduled activity. ■ Create reminders for events that are based on a particular date, rather than time of day. Birthdays and anniversaries are easy to track with your handheld.
Overview of basic applications To open Address Book: ■ Press the Address Book application button on the front panel of your handheld. Address Book opens to display the list of all your records. Address Book button Press the Address Book application button repeatedly to cycle through the categories in which you have records. Press and hold the Address Book application button to instantly beam your business card to another Palm OS handheld.
Chapter 5 Using Your Basic Applications Press the To Do List application button repeatedly to cycle through the categories in which you have items. NOTE Note Pad Note Pad provides a place to take notes in your own handwriting. You can use Note Pad to do everything you might do with a piece of paper and a pencil. In Note Pad, you can do the following: ■ Take notes, draw a sketch, or write any kind of message directly on your handheld screen.
Overview of basic applications ■ Assign memos to categories so that you can organize and view them in logical groups. ■ Write down phone numbers and other types of information. Later, you can copy and paste this information to other applications. To open Memo Pad: 1. Tap the Applications icon 2. Tap the Memo Pad icon . . Calculator Calculator enables you to perform addition, subtraction, multiplication, division, and square root operations.
Chapter 5 Using Your Basic Applications To open Clock: 1. Tap the Applications icon 2. Tap the Clock icon . . TIP You can also tap the clock icon area to open clock. in the upper-left corner of the Graffiti writing Common tasks The tasks described in this section use the term “records” to refer to an individual item in any of the applications: a single Date Book event, Address Book entry, To Do List item, Note Pad note, or Memo Pad memo.
Common tasks Blinking cursor Edit line In Note Pad you can write anywhere on the screen. So, you will not see an edit line or blinking cursor. NOTE Entering text For information on how to enter text using Graffiti writing, the onscreen keyboard, or the keyboard attached to your computer, see Chapter 2. For information on entering text in Note Pad, see “Note Pad” later in this chapter. Edit menu The Edit menu is available with any screen where you enter or edit text.
Chapter 5 Using Your Basic Applications Copy Copies the selected text and stores it temporarily in the memory of your handheld. You can paste the text that you copy into another area of the current application or into a different application. Paste Inserts the text that you cut or copied at the selected point in a record. The text you paste replaces any selected text. If you did not previously cut or copy text, Paste does nothing. Select All Selects all of the text in the current record or screen.
Common tasks Other ways to delete records You can also delete records in the following ways: ■ In Date Book, Address Book, To Do List, and Memo Pad, open the Details dialog box for the record, tap Delete, and then tap OK. ■ In Note Pad, open the note you want to delete, and then tap Delete. ■ Delete the text of the record. In Date Book, you can choose to delete the text of the current repeating event, current and future events, or all instances of that event.
Chapter 5 Using Your Basic Applications Exchanging and updating data: HotSync operations 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. HotSync technology synchronizes only the needed portions of files, thus reducing synchronization time. You can synchronize your data either directly or indirectly.
Common tasks To perform a local HotSync operation on a Windows computer: 1. Connect your handheld to the cradle/cable. Shown with a cradle. Some models use a cable in place of the cradle. 2. If the HotSync Manager is not running, start it: On the Windows desktop, click Start, and then choose Programs. Navigate to the Palm Desktop software program group and choose HotSync Manager. Alternatively, you can start the Palm Desktop software which automatically opens the HotSync Manager. 3.
Chapter 5 Using Your Basic Applications The HotSync Progress dialog box appears and synchronization begins. 4. Wait for a message on your handheld indicating that the process is complete. After the HotSync process is complete, you can remove your handheld from the cradle/cable. TIP Gently rock your handheld forward in the cradle and then lift it to remove. Performing a HotSync operation for the first time: Mac computer When you installed Palm Desktop software, you entered a user name.
Common tasks If you are a System Administrator preparing several handhelds for a group of users, you may want to create a user profile. See “Creating a user profile” in Chapter 6 before performing the following steps. You must perform your first HotSync operation with a local, direct connection, or with infrared communication. IMPORTANT The following steps assume that you have already installed Palm Desktop software. See “Palm Desktop software” in Chapter 1 if you have not installed this software.
Chapter 5 Using Your Basic Applications 4. In the Select User dialog box, select the user name you entered when you installed the Palm Desktop software, and click OK. The HotSync Progress dialog box reappears and synchronization begins. 5. Wait for a message on your handheld indicating that the process is complete. After the HotSync process is complete, you can remove your handheld from the cradle/cable. TIP Gently rock your handheld forward in the cradle and then lift it to remove.
Common tasks To select a business card: 1. Create an Address Book record that contains the information you want on your business card. 2. Tap the Menu icon 3. Tap Record, and then tap Select Business Card. 4. Tap Yes. . To beam a record, business card, or category of records: 1. Locate the record, business card, or category you want to beam. 2. Tap the Menu icon 3. Tap Record, and then tap one of the following: .
Chapter 5 Using Your Basic Applications 5. Tap the application you want to transfer. Some applications are copy-protected and cannot be beamed. These are listed with a lock icon next to them. NOTE 6. Tap Beam. 7. When the Beam Status dialog box appears, point the IR port directly at the IR port of the receiving handheld. 8. Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your handheld. To receive beamed information: 1.
Common tasks System-defined and user-defined categories By default, your handheld includes system-defined categories, such as All and Unfiled, and user-defined categories, such as Business and Personal. You cannot modify the system-defined categories, but you can rename and delete the user-defined categories. In addition, you can create your own user-defined categories. You can have a maximum of 15 user-defined categories in each application.
Chapter 5 Using Your Basic Applications To display a category of records: 1. Tap the category pick list in the upper-right corner of the list screen. Tap here In the Date Book Agenda view, the pick list is in the upper- right corner of the To Do list. NOTE 2. Select the category you want to view. The list screen now displays only the records assigned to that category. TIP Pressing an application button on the front panel of the handheld toggles through all the categories of that application.
Common tasks 3. Tap New. 4. Enter the name of the new category, and then tap OK. 5. Tap OK. You can assign any of your records to the new category. To rename a category: 1. Tap the category pick list in the upper-right corner of the list screen. 2. Tap Edit Categories. 3. Select the category that you want to rename, and then tap Rename. 4. Enter the new name for the category, and then tap OK. 5. Tap OK.
Chapter 5 Using Your Basic Applications TIP You can group the records in two or more categories into one category by giving the categories the same name. For example, if you change the name of the Personal category to Business, all records formerly in the Personal category appear in the Business category. Finding information Your handheld offers several ways to find information quickly: ■ Find locates any text that you specify, always starting with the current application.
Common tasks example, writing an “s” scrolls to “Sands,” and writing “sm” scrolls further to “Smith.” If you sort the list by company name, the Look Up feature scrolls to the first letter of the company name. 3. Tap the record to view its contents. Using Find You can use Find to locate any text that you specify, in any application that resides on your handheld. Find does not search applications that reside on an expansion card. To use Find: 1. Tap the Find icon .
Chapter 5 Using Your Basic Applications To use Phone Lookup: 1. Display the record in which you want to insert a phone number. The record can be in Date Book, To Do List, or Memo Pad. 2. Tap the Menu icon 3. Tap Options, and then tap Phone Lookup. 4. Begin to spell the last name of the name you want to find. . The list scrolls to the first record in the list that starts with the first letter you enter. Continue to spell the name you’re looking for, or when you see the name, tap it. 5. Tap Add.
Common tasks NOTE You can also assign records to categories. See “Categorizing records”earlier in this chapter. To sort records in To Do List: 1. Open the application to display the list screen. 2. Tap Show. 3. Tap the Sort by pick list and select an option. 4. Tap OK. To sort records in Address Book, Note Pad, and Memo Pad: 1. Open the application. 2. In Note Pad only: Tap Done to display the list screen. 3. Tap the Menu icon 4. Tap Options, and then tap Preferences. .
Chapter 5 Using Your Basic Applications To sort the Note Pad or Memo list manually, tap and drag a memo or note to a new location in the list. To make the list of your memos appear in Palm Desktop software as you manually sorted it on your handheld, open Memo Pad in Palm Desktop software and click List by. Then select Order on handheld. NOTE Making records private You can make individual records private.
Common tasks To mask all private records: 1. Tap the Applications icon . 2. Tap Security. 3. Tap the Current Privacy pick list and select Mask Records. Tap Mask Records 4. Tap OK to confirm that you want to mask private records. To display all private records: 1. Do one of the following: Tap the Applications icon and select Show Records. , tap Security, then tap the Current Privacy pick list If you do not have a password, hidden and masked records become visible.
Chapter 5 Using Your Basic Applications To make a record private: 1. Display the entry that you want to make private. 2. In Note Pad only: Tap the Menu icon 3. Tap Details. 4. Tap the Private check box to select it. 5. Tap OK. , and then tap Options. Attaching notes In applications except Memo Pad and Note Pad, you can attach a note to a record. A note can be up to several thousand characters long.
Common tasks Choosing fonts In all basic applications, you can change the font style to make text easier to read. You can choose a different font style for each application. Small font Large font Bold font To change the font style: 1. Open an application. 2. Tap the Menu icon 3. Tap Options, and then tap Font. 4. Tap the font style you want to use. . Tap here for bold font Tap here for large font Tap here for small font 5. Tap OK.
Chapter 5 Using Your Basic Applications reminds you of the alarm again in five minutes. The Reminder screen displays alarms that await attention. To respond to reminders, do one of the following: 1. Select an item’s check box to clear the item. 2. Tap an item (either the icon or the text description) to open the application where the alarm was set. The application opens to the entry associated with the alarm. 3. Tap Done to close the reminder list and return to the current screen.
Application-specific tasks 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.
Chapter 5 Using Your Basic Applications Tap All Day to automatically insert the start and end time of the event as defined in your Date Book preferences. Start Time highlighted Tap to scroll to earlier hours Tap to change hours Tap to automatically fill the start and end times Tap to change minutes Tap to scroll to later hours 5. Tap OK. 6. Tap a blank area of the screen to deselect the event. A vertical line appears next to the time, indicating the duration of the event.
Application-specific tasks – Tap Go To at the bottom of the screen to open the Go to Date dialog box. Select a date by tapping a year, month, and day in the calendar. Previous year Next year Tap to select a month Tap to select a day Tap to select TIP In the Go to Date dialog box, you can also use the scroll button on the front panel of the handheld to move forward or backward one month at a time. 2. After you locate the date, follow the steps for scheduling an event for the current day.
Chapter 5 Using Your Basic Applications 4. Enter a description of the event. New untimed event No time selected 5. Tap a blank area on the screen to deselect the untimed event. If you create an event and decide later that there is no particular start or end time, you can easily change it to an untimed event. Tap the time of the event in the Date Book screen, tap No Time, and then tap OK. NOTE Rescheduling an event You can easily make changes to your schedule with your handheld.
Application-specific tasks 5. Select the 5 and enter any number from 0 to 99 (inclusive) as the number of time units. Enter number of time units here Tap here to select unit of time 6. Tap OK. 7. When the reminder message appears on screen, do one of the following: Tap OK to permanently dismiss the reminder and return to the current screen. Tap Snooze to dismiss the reminder and return to the current screen.
Chapter 5 Using Your Basic Applications 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. To schedule a repeating or continuous event: 1. Tap the event. 2. Tap Details. 3. Tap the Repeat box to open the Change Repeat dialog box. Tap the Repeat box 4. Tap Day, Week, Month, or Year to set how often event repeats.
Application-specific tasks 4. Do one of the following: Tap Current to delete only the current event item. Tap Future to delete the current and all future event items and reset the end date of the repeating event to the last shown date. Tap All to delete all occurrences of the repeating event. 5. Tap OK. Considerations for repeating or continuous events: Keep the following points in mind.
Chapter 5 Using Your Basic Applications To display the current time: 1. Tap and hold the stylus on the date bar to display the current time. Current time displays Tap and hold the date 2. Drag the stylus below the title area and then lift it to redisplay the date. in the upper left corner of the Graffiti writing NOTE You can also tap the Clock icon area to display the time for a few seconds. Working in Week View Week View shows the calendar of your events for an entire week.
Application-specific tasks 3. Tap an event to show a description of the event. Event details Tap to show event details Tips for using Week View: Keep the following points in mind. ■ To reschedule an event, tap and drag the event to a different time or day. ■ Tap a blank time on any day to move to that day and have the time selected for a new event. ■ Tap any day or date that appears at the top of the Week View to move directly to that day without selecting an event.
Chapter 5 Using Your Basic Applications Working in Month View The Month View screen shows which days have events scheduled. Dots and lines in the Month View indicate events, repeating events, and untimed events. Previous/next month Dashed line indicates continuous event Dashes on right side indicate events Crosses below date indicate untimed events Month View button You can control the dots and lines that appear in the Month View. See “Options menu” later in this chapter.
Application-specific tasks To display the Agenda View: 1. Tap the Agenda View button. Agenda View 2. Tap the navigation controls to move forward or backward a day at a time, or to display more events and To Do items. NOTE You can also change the category of To Do items shown. Click on the pick list to choose another category. See “To Do List”for more information on working with To Do items.
Chapter 5 Using Your Basic Applications Display Options Allows you to change Date Book’s appearance and which events display. ■ Show Time Bars. Activates the time bars that appear in the Day View. The time bars show the duration of an event and illustrate event conflicts. ■ Compress Day View. ■ These check boxes apply to the Month View of the Date Book. You can activate any or all of these settings to show that you have Timed, Untimed, or Daily Repeating events in the Month View only.
Application-specific tasks Address Book Address Book is the application in which you store name and address information about people or businesses. Creating an Address Book entry A record in Address Book is called an “entry.” You can create entries on your handheld, or you can use Palm Desktop software to create entries on your computer and then download the entries to your handheld with your next HotSync operation.
Chapter 5 Using Your Basic Applications 6. Enter the other information that you want to include in this entry. As you enter letters in the Title, Company, City, and State fields, text appears for the first logical match that exists in your Address Book. As you enter more letters, a closer match appears. For example, you may already have Sacramento and San Francisco in your Address Book. As you enter “S” Sacramento appears, and as you continue entering “a” and “n” San Francisco replaces Sacramento.
Application-specific tasks 3. Tap the pick list next to the label you want to change. Tap triangle 4. Select a new label. Changing Address Entry details The Address Entry Details dialog box provides a variety of options that you can associate with an entry. To open the Address Entry Details dialog box: 1. Tap the entry whose details you want to change. 2. Tap Edit. 3. Tap Details. 4.
Chapter 5 Using Your Basic Applications The Record and Options menus differ depending on whether you’re displaying the Address list screen or the Address view screen. Record menus Address list Address view Duplicate Address Makes a copy of the current record and displays the copy in Address Edit so you can make changes to the copied record. The copy has the same category and attached notes as the original record.
Application-specific tasks Rename Custom Fields These custom fields appear at the end of the Address Edit screen. Rename them to identify the kind of information you enter in them. The names you give the custom fields appear in all entries. About Address Book Shows version information for Address Book. To Do List A To Do List item is a reminder of some task that you have to complete. A record in To Do List is called an “item.” To create a To Do List item: 1.
Chapter 5 Using Your Basic Applications have a number of items in your list, changing an item’s priority setting may move its position in the list. When you create a new To Do List item, its priority is automatically set to level 1, the highest (most important) level. If you select another item first, however, the item you create appears beneath the selected item and is given the same priority as the selected item. NOTE To set the priority of a To Do List item: 1.
Application-specific tasks Changing To Do List item details The To Do Item Details dialog box enables you to change settings for individual items. To display the To Do Item Details dialog box: 1. Tap the text of the item whose details you want to change. 2. Tap Details. Setting a due date You can associate a due date with any To Do List item. You can also sort the items that appear in the list based on their due date. To set a due date for a To Do List item: 1.
Chapter 5 Using Your Basic Applications To Do Show Options The Show Options dialog box enables you to control the appearance of To Do List and To Do items in Date Book Agenda view. To change the Show Options settings: 1. In To Do List, tap Show. 2. Select any of the following settings: Show Completed Displays your completed items in the To Do List. If you turn off Items this setting, your To Do items disappear from the list when you complete (check) them.
Application-specific tasks Record menu Options menu About To Do List Shows version information for To Do List. Note Pad A record in Note Pad is called a “note.” You can assign each note a title and store as many notes as permitted by the memory available on your handheld. You can also choose the pen and paper color for your notes. To create a new note: 1. Press the Note Pad application button to open a new note. NOTE on the front panel of your handheld If Note Pad is already running, tap New.
Chapter 5 Using Your Basic Applications Setting pen and paper color You can choose the pen and paper color for your notes. To set the pen and paper color: 1. Tap the Menu icon . 2. Tap Options, and then tap Preferences. 3. Tap Color. 4. Tap Pen, and then tap a color for the pen. 5. Tap Paper, and then tap a color for the paper. 6. Tap OK. Reviewing notes The note title and the date you created the note appear in the Note Pad list.
Application-specific tasks To review a note: 1. In the Note Pad list, tap the note title. Tap arrows to scroll to next and previous notes Tap a note to view its contents 2. Review or edit the contents of the note. 3. Tap Done. Clearing a note You can erase the drawing area in a note while retaining the note title. To clear a note: 1. In the Note Pad list, tap the note title. 2. Tap the Menu icon 3. Tap Edit, and then tap Clear Note. .
Chapter 5 Using Your Basic Applications 5. Tap the hour and minute columns to select the time you want the alarm to occur. Tap here to select minutes Tap here to select hour 6. Tap the Date box. Tap here to select year Tap here to select month Tap here to select date 7. Tap the year, month, and date you want the alarm to sound. After you tap the date, the Set Alarm dialog box reappears. 8. Tap OK. 9.
Application-specific tasks Tap Go To to open Note Pad. Note Pad will open and display the note associated with the alarm. Note Pad menus Note Pad menus are shown here for your reference, and Note Pad features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. The Record and Options menus differ depending on whether you’re displaying the Note Pad list or an individual note.
Chapter 5 Using Your Basic Applications To create a new memo: 1. Tap the Applications icon 2. Tap the Memo Pad icon 3. Tap New. . to display the Memo list. Tap New TIP In the Memo list screen, you can also begin writing in the Graffiti writing area to create a new memo. The first letter is automatically capitalized and begins your new memo. 4. Enter the text you want to appear in the memo. Use the carriage return stroke to move down to new lines in the memo. 5. Tap Done.
Application-specific tasks Memo Pad menus Memo Pad menus are shown here for your reference, and Memo Pad features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. The Record and Options menus differ depending on whether you’re displaying the Memo list or an individual memo.
Chapter 5 Using Your Basic Applications Calculator The Calculator includes several buttons to help you perform calculations. Clears the entire calculation and enables you to begin a fresh calculation. Clears the last number you entered. Use this button if you make a mistake while entering a number in the middle of a calculation. This button enables you to re-enter the number without starting the calculation over. Toggles the current number between a negative and positive value.
Application-specific tasks Recent Calculations The Recent Calculations command enables you to review the last series of calculations and is particularly useful for confirming a series of “chain” calculations. To display recent calculations: 1. Tap the Menu icon . 2. Tap Options, and then tap Recent Calculations. 3. After you finish reviewing the calculations, tap OK.
Chapter 5 Using Your Basic Applications To view the time: Do one of the following: ■ When your handheld is on, tap the Clock icon in the upper-left corner of the Graffiti writing area, or tap the Applications icon , and then tap the Clock icon . ■ 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. To set an alarm: 1. Tap the Applications icon . 2. Tap the Clock icon 3.
Application-specific tasks Clock menus Clock menus are shown here for your reference, and Clock features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Options menu Display Options Alarm Preferences About Clock Allows you to choose which information appears on the Clock screen. ■ Day. Activates the day of the week display. When it is on, the day appears above the time. ■ Date. Activates the date display.
Chapter 5 122 Using Your Basic Applications
CHAPTER 6 Advanced HotSync® Operations HotSync® technology enables you to synchronize data between one or more Palm OS ® handhelds and Palm™ Desktop software or another PIM such as Microsoft Outlook. To synchronize data, you must connect your handheld and Palm Desktop software. You can synchronize your data either directly or indirectly. Direct methods include connecting your handheld to the cradle/cable attached to your computer, or using infrared communications. An indirect method is using a modem.
Chapter 6 Advanced HotSync® Operations 3. Click the General tab and select one of the following options: Always available Adds HotSync Manager to the Startup folder and constantly monitors the communication port for synchronization requests from your handheld. With this option, the HotSync Manager synchronizes data even when Palm Desktop software is not running. Starts HotSync Manager and monitors requests Available only when Palm automatically when you open Palm Desktop software.
Selecting HotSync setup options Serial Port Identifies the port that HotSync Manager uses to communicate with the cradle/cable. The Palm Desktop installation software automatically detects the port to which you connected the cradle/cable. If necessary, you can change the port selection. NOTE Your handheld cannot share this port with an internal modem or other device. Speed Determines the speed at which data is transferred between your handheld and Palm Desktop software.
Chapter 6 Advanced HotSync® Operations HotSync Enabled/ Disabled Activates the serial port monitor and prepares your computer to synchronize with your handheld. By default, the serial port monitor is enabled whenever you start your computer. Keep this default if your cradle/cable is always connected to a specific port (USB, serial, or modem).
Selecting HotSync setup options Select the method you use to synchronize your handheld and your Check for a handheld desktop applications: connection using Local Setup. Synchronizes while your handheld and cradle/cable are connected to this computer. Modem Setup. Synchronizes while your handheld communicates to this computer across a telephone line. Both Setups. Synchronizes using the cradle/cable, or through the modem; HotSync Manager monitors both connections for communication from a handheld.
Chapter 6 Advanced HotSync® Operations NOTE You can set both Local and Modem settings and prepare your computer to synchronize using the cradle/cable or a modem. However, choosing both setups prevents you from using either port for other operations such as printing, faxing, or AppleTalk networking. 4. Close the HotSync Software Setup window. Customizing HotSync application settings For each application, you can define a set of options that determines how records are handled during synchronization.
Customizing HotSync application settings 4. Select an application in the Conduit list. 5. Click Change. 6. Click the direction in which you want to write data, or click Do Nothing to skip data transfer for an application. Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings. To use a new setting on an ongoing basis, select the Set As Default box.
Chapter 6 Advanced HotSync® Operations 5. Click Conduit Settings. 6. Click the direction in which you want to write data, or click Do Nothing to skip data transfer for an application. Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings. To use a new setting on an ongoing basis, click Make Default. Thereafter, whatever you selected as the default setting is used for HotSync operations. NOTE 7.
IR HotSync operations ■ Some desktop computers may require an infrared device attached to a physical COM port. Laptops are likely to have a built-in IR port, so no external device is necessary. ■ Your computer must have an installed infrared driver. If you have an external infrared device attached to your computer, a driver is probably included with the device. Consult the documentation included with the device for information on installing the required driver.
Chapter 6 Advanced HotSync® Operations If your cradle/cable is connected to a USB port, you can continue using it while HotSync Manager is configured for infrared communication. If your cradle/cable is connected to a serial port, you cannot use your cradle/cable again until you reconfigure the HotSync Manager to communicate with the port defined for cradle/cable synchronization. NOTE To configure HotSync Manager for infrared communication on a Mac computer: 1.
IR HotSync operations 4. Position the IR port of your handheld within a couple of inches of the infrared port of your computer. 5. Tap the HotSync icon to start the IR HotSync operation. Tap here to start IR HotSync operation Returning to cradle/cable HotSync operations It’s easy to return to using the cradle/cable for HotSync operations. If your cradle/cable is connected to a USB port, you can continue using it while HotSync Manager is configured for infrared communication.
Chapter 6 Advanced HotSync® Operations 6. Under Local Setup, select the port where your cradle/cable is connected from the Port pop-up menu. 7. Close the HotSync Software Setup window. Now, the next time you want to perform a HotSync operation, just press the HotSync button on the cradle/cable. Conducting a HotSync operation via a modem You can use a modem to synchronize your handheld when you are away from your computer. The first HotSync operation must be local, using the cradle/cable.
Conducting a HotSync operation via a modem 3. 4. Adjust the following options as needed. Serial Port Identifies the port for the modem. If you are unsure of the port assignment, look at the Modem Properties in the Windows Control Panel. Speed Determines the speed at which data is transferred. Try the As Fast As Possible rate first, and adjust downward if you experience problems. This setting allows Palm Desktop software and your handheld to find and use the fastest speed.
Chapter 6 Advanced HotSync® Operations 5. Adjust the following options as needed. Modem Identifies the type of modem connected to your computer. If your modem does not appear on the list, use the Hayes Basic setting, or choose Custom to enter a command string. Refer to the manual that came with your modem to find the appropriate command string. Port Identifies the port that Palm Desktop software uses to communicate with the modem. Select the modem or printer port where you connected the modem cable.
Conducting a HotSync operation via a modem 4. Tap the pick list below the icon and select a modem configuration. Select a modem configuration If you need to create a configuration, tap the Menu icon and then select Options and Connection Setup. See “Connection preferences” in Chapter 7 for more information. NOTE 5. Tap the Enter phone # field. Tap here 6. Enter the telephone number to access the modem connected to your computer. 7.
Chapter 6 Advanced HotSync® Operations Selecting the conduits for a modem HotSync operation The Conduit Setup dialog box on your handheld enables you to define which files and/or applications synchronize during a modem HotSync operation. You can use these settings to minimize the time required to synchronize data with a modem. To change the Conduit Setup for a modem HotSync operation: 1. Tap the Applications icon . 2. Tap the HotSync icon 3. Tap the Menu icon 4.
Using File Link Using File Link The File Link feature enables you to import Address Book and Memo Pad information onto your handheld from a separate external file such as a company phone list. HotSync Manager stores the data in a separate category on your Palm Desktop software and your handheld. You can configure the File Link feature to check for changes to the external file when you perform a HotSync operation.
Chapter 6 Advanced HotSync® Operations 4. Click New. 5. Enter a unique name for the profile and click OK. 6. Repeat steps 3 and 4 for each profile that you want to create, and then click OK to return to Palm Desktop software. 7. Select the profile from the User list and create the data for the profile (e.g., company phone list, etc.). To create a user profile on a Mac computer: 140 1. Open Palm Desktop software. 2. From the User pop-up menu, choose Edit Users. 3. Click New Profile.
Creating a user profile 4. Enter a unique name for the profile and click OK. 5. Close the Users window. 6. From the User pop-up menu, choose the new profile. 7. Create the data for the profile (such as a company phone list). 8. From the HotSync menu, choose Conduit Settings. 9. Select the conduit settings for the profile. See “Customizing HotSync application settings”earlier in this chapter for details.
Chapter 6 Advanced HotSync® Operations To use a profile for the first-time HotSync operation on a Mac computer: 1. Connect the new handheld to the cradle/cable. 2. Press the HotSync button 3. Select the profile you want to load on the handheld, and click OK to transfer all the profile data to the handheld. on the cradle/cable. The next time you perform a HotSync operation with this handheld, Palm Desktop software prompts you to assign a user name to the handheld.
CHAPTER 7 Setting Preferences for Your Handheld The Preferences screens enable you to customize the configuration options on your handheld, including the following: General Set the auto shut-off interval, the system, alarm, and game sounds, and the Beam Receive feature. Date and Time Set the date, time, time zone, and Daylight Saving switch. Formats Set the country default and the formats for dates, times, calendar, and numbers.
Chapter 7 Setting Preferences for Your Handheld Buttons preferences The Buttons Preferences screen enables you to associate different applications with the buttons on the front of the handheld. For example, if you find that you seldom use To Do List and often use Memo Pad, you can assign the To Do List button to start Memo Pad. Any changes you make in the Buttons Preferences screen become effective immediately; you do not have to change to a different screen or application.
Buttons preferences To change the Pen preferences: 1. Tap Pen. 2. Tap the pick list and select one of the following settings for the full-screen pen stroke: 3. Backlight Sets the backlight brightness for your handheld. Keyboard Opens the onscreen keyboard for entering text characters. Graffiti Help Opens a series of screens that show the complete Graffiti character set. Turn Off & Lock Turns off and locks the handheld. You must assign a password to lock the handheld.
Chapter 7 Setting Preferences for Your Handheld To change the HotSync buttons preferences: 1. Tap HotSync. 2. Tap the pick list next to the button you want to assign. Tap arrow to show pick list 3. Tap the application that you want to assign to each button. The default setting for each button is the HotSync setting, which means the cradle/cable and optional PalmModem accessories perform their normal HotSync functions. 4. Tap OK.
General preferences To set the country default: 1. Tap the country name pick list. 2. Tap the setting you want to use. Time, date, week start, and numbers formats The Time setting defines the format for the time of day. The time format that you select appears in all applications on your handheld. To select the time, date, week start, and numbers format: 1. Tap the Time pick list and select a format. 2. Tap the Date pick list and select a format. 3.
Chapter 7 Setting Preferences for Your Handheld To set the Auto-off delay: 1. Tap the Auto-off pick list. 2. Tap the setting you want to use for the automatic shutoff feature: 30 seconds, 1 minute, 2 minutes, or 3 minutes. Stay on in cradle Your handheld will stay on in the cradle, allowing you to enter data. If you do not want the handheld to stay on in the cradle, you can disable this feature by unchecking the Stay on in Cradle option.
Date and Time preferences Date and Time preferences The Date and Time Preferences screen enables you to set the date, time, time zone, and Daylight Saving option on your handheld. See “Customizing your handheld” in Chapter 1 for information about using this screen. Connection preferences The Connection Preferences screen enables you to define the settings used to connect your handheld to other devices.
Chapter 7 Setting Preferences for Your Handheld Editing connections The following example shows you how to edit the IR to Phone connection to adjust the communication speed; you can similarly edit other connections or settings. You can use the IR to Phone connection to perform a remote IR HotSync operation.
Network preferences and TCP/IP software Network preferences and TCP/IP software The Network Preferences settings enable you to use the TCP/IP software that is included in the handheld operating system. You can use the TCP/IP software to connect with Internet Service Providers (ISPs) or dial-in (remote access) servers. Because the TCP/IP software is a feature of the operating system, you configure all parameters relating to it from the Preferences application.
Chapter 7 Setting Preferences for Your Handheld Entering a user name The User Name setting identifies the name you use when you log into your ISP or dial-in server. Although this field can contain multiple lines of text, only two lines appear onscreen. To enter a user name: 1. Tap the User Name field. 2. Enter your user name. Enter your user name here NOTE Most dial-in servers do not accept spaces in the user name.
Network preferences and TCP/IP software To enter a password: 1. Tap the Password field. 2. Enter the password you use to log into your ISP or dial-in server. Enter password here Tap here 3. Tap OK. NOTE The Password field updates to display the word “Assigned.” Selecting a connection Use the Connection setting to select the method you want to use to connect to your ISP or dial-in server.
Chapter 7 Setting Preferences for Your Handheld The Phone Setup dialog box works correctly for AT&T and Sprint longdistance services. However, because MCI works differently, MCI customers need to put the calling card number in the Phone # field and the phone number in the Use calling card field. NOTE To enter your server phone number: 1. Tap the Phone field. 2. Enter the phone number for your ISP or dial-in server. Enter your ISP phone number here 3.
Network preferences and TCP/IP software To disable Call Waiting: 1. Tap the Disable call waiting check box to select it. Select this box if you need to disable Call Waiting 2. Enter your disable code here Enter the code to disable Call Waiting on the Disable call waiting line. Each telephone company assigns a code to disable Call Waiting. Contact your local telephone company for the code that is appropriate for you. NOTE 3. Tap OK.
Chapter 7 Setting Preferences for Your Handheld Connecting to your service After you set your Connection and Network Preferences, establishing a connection to your ISP or dial-in server is easy. If you are connecting to an ISP, you need a third-party application, such as a web browser or news reader, to take advantage of this connection. For information about third-party applications that support TCP/IP, check the web site www.palm.com.
Network preferences and TCP/IP software To select a connection type: 1. Tap the service field. 2. Tap Details. Select connection type 3. Tap the Connection type pick list and select one of the following connection types: PPP Point-to-Point protocol SLIP Serial Line Internet Protocol CSLIP Compressed Serial Line Internet Protocol If you are not sure, try PPP; if that doesn’t work, ask your Internet Service Provider or your System Administrator for the correct connection type.
Chapter 7 Setting Preferences for Your Handheld Defining primary and secondary DNS The Domain Naming System (DNS) is a mechanism in the Internet for translating the names of host computers into IP addresses. When you enter a DNS number (or IP address), you are identifying a specific server that handles the translation services. Each IP address has four sections, separated by periods. In the Details dialog box, you enter each section separately.
Network preferences and TCP/IP software To identify dynamic IP addressing: ■ Tap the IP Address check box to select it. Tap to select automatic IP address To enter a permanent IP address: 1. Tap the IP Address check box to deselect it and display a permanent IP address field below the check box. 2. Tap the space to the left of the first period then enter the first section of the IP address. NOTE Each section must be a number from 0 to 255. 3. Tap and enter the remaining sections of the IP address.
Chapter 7 Setting Preferences for Your Handheld Tap here to see the list of available commands NOTE You can also use non-ASCII and literal characters in your login script. See Appendix C for more information. Creating a login script on your handheld You can create login scripts by selecting commands from the Command pick list in the Login Script dialog. Some commands, such as Send, require you to supply additional information. Those commands have a parameter field so that you can add the necessary data.
Network preferences and TCP/IP software Wait For Tells your handheld to wait for specific characters from the TCP/IP server before executing the next command. Wait For Prompt Detects a challenge-response prompt coming from the server and then displays the dynamically generated challenge value. You then enter the challenge value into your token card, which in turn generates a response value for you to enter on your handheld.
Chapter 7 Setting Preferences for Your Handheld Plug-in applications You can create plug-in applications containing script commands that extend the functionality of the built-in script commands. A plug-in application is a standard PRC application that you install on your handheld just like any other application. After you install the plug-in application, you can use the new script commands in a login script.
Network preferences and TCP/IP software Options menu TCP/IP troubleshooting If you are having a problem establishing a network connection using TCP/IP, try the suggestions listed. Displaying expanded Service Connection Progress messages It’s helpful to identify at what point in the login procedure the connection fails. An easy way to do this is to display the expanded Service Connection Progress messages. Expanded Service Connection Progress messages describe the current stage of the login procedure.
Chapter 7 Setting Preferences for Your Handheld Owner preferences The Owner Preferences screen enables you to record a name, company name, phone number, or any other information that you want to associate with your handheld. If you use the Security application to turn off and lock your handheld with a password, information that you put in the Owner Preferences displays the next time you turn on your handheld. See Chapter 1 for more information.
ShortCuts preferences To create a ShortCut: 1. Tap New. 2. On the ShortCut name line, enter the letters you want to use to activate the ShortCut. Tap New 3. Tap the ShortCut Text area and enter the text that you want to appear when you write the ShortCut characters. TIP You may want to add a space (space character) after the last word in your ShortCut text. This way, a space automatically follows the ShortCut text. 4. Tap OK.
Chapter 7 Setting Preferences for Your Handheld Deleting a ShortCut If you no longer need a ShortCut, you can delete it from the list of ShortCuts. To delete a ShortCut: 166 1. Tap the ShortCut you want to delete. 2. Tap Delete. 3. Tap Yes.
APPENDIX A Maintaining Your Handheld This chapter provides information on the following: ■ Proper care of your handheld ■ Prolonging battery life ■ Resetting your handheld Caring for your handheld Your handheld is designed to be rugged and reliable and to provide years of trouble-free service. Please observe the following general tips when using your handheld: ■ Take care not to scratch the screen of your handheld. Keep the screen clean.
Appendix A Maintaining Your Handheld Battery considerations Please note the following considerations for the battery in your handheld: ■ Under normal conditions, your handheld battery should remain charged by placing it in the cradle for just ten to fifteen minutes each day. You can conserve battery life by setting the backlight brightness to low, and changing the Autooff setting that automatically turns off the handheld after a period of inactivity.
Resetting your handheld To perform a soft reset: 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. ■ Reset button Performing a hard reset With a hard reset, all records and entries stored in your handheld are erased. Never perform a hard reset unless a soft reset does not solve your problem.
Appendix A Maintaining Your Handheld To restore your data from a Windows computer after a hard reset: 1. Click the HotSync icon of the taskbar). ™ in the Windows system tray (bottom-right corner TIP You can also click the HotSync command on the Palm™ Desktop software menu bar. 2. From the HotSync Manager menu, choose Custom. 3. Select the appropriate user name from the list. 4. Select an application in the Conduit list. 5. Click Change. 6. Select Desktop overwrites handheld.
Resetting your handheld To restore your data from a Mac computer after a hard reset: 1. Double-click the HotSync Manager in the Palm folder. 2. From the HotSync menu, choose Conduit Settings. 3. From the Users pop-up menu, select the appropriate user name. 4. Select an application from the list. 5. Click Conduit Settings. 6. Click Macintosh overwrites handheld. Changing the HotSync setting from the default affects only the next HotSync operation.
Appendix A 172 Maintaining Your Handheld
APPENDIX B Frequently Asked Questions If you encounter a problem with your handheld, do not call Technical Support until you have reviewed the following list of frequently asked questions, and you have also reviewed the following: ■ The README file located in the folder where you installed the Palm™ Desktop software on your computer ■ The Helpnote folder located in the folder where you installed the Palm Desktop software on your Windows computer (or on your Palm Desktop software CD-ROM) ■ The Palm Des
Appendix B Frequently Asked Questions Software installation problems Problem Solution The Palm Desktop Installer Menu did not appear when I inserted the CD-ROM into my Windows computer. 1. Click the Start button. 2. Choose Run from the Start menu. 3. Click Browse. 4. Locate your CD-ROM drive and select the Setup.exe file. 5. Click Open. 6. Click OK. I cannot install Palm Desktop software on my Windows computer. Try the following: 1. Disable any virus scanning software on your computer.
Operating problems Operating problems Problem Solution I don’t see anything on my handheld’s screen. Try each of these in turn: ■ Press an application button to ensure your handheld is turned on. ■ Tap the Contrast icon in the upper-right corner of the Graffiti® writing area. If the Contrast dialog box appears, adjust the contrast by holding down the up scroll button for a few seconds. If this doesn’t work, hold the down scroll button for a few seconds.
Appendix B Frequently Asked Questions My handheld is not making any sounds. Check the System, Alarm and Game Sound settings. See “General preferences” in Chapter 7. My handheld has frozen. Perform a soft reset. See “Resetting your handheld” in Appendix A. Tapping and writing problems Problem Solution When I tap the buttons or screen icons, my handheld activates the wrong feature. Calibrate the screen. See “Digitizer preferences” in Chapter 7. When I tap the Menu icon , nothing happens.
Application problems Application problems Problem Solution I tapped the Today button, Your handheld is not set to the current date. Make sure the Set but it does not show the correct Date box in the Date and Time Preferences screen displays the date. current date. See “Customizing your handheld” in Chapter 1 for more information. I know I entered some records, but they do not appear in the application. ■ Check the Categories pick list (upper-right corner).
Appendix B Frequently Asked Questions HotSync problems Problem Solution I cannot do a HotSync operation; what should I check to make sure I am doing it correctly? ■ Make sure the cradle/cable is connected securely. On a Windows computer try these steps: ■ Check the Windows system tray to make sure the HotSync Manager is running. If it is not, open Palm Desktop software. ■ Make sure you selected Local USB or Local Serial, as appropriate, from the HotSync Manager menu.
HotSync problems I cannot launch the HotSync Manager. I tried to do aocal HotSync operation, but it did not complete successfully. ■ If you are using the optional serial cradle/cable, or if you are performing a HotSync operation using a modem, make sure you are not running another program, such as America Online, CompuServe, or WinFax, that uses the serial port you selected in the Setup dialog box. ■ Backup the Palm Desktop software, uninstall it, then reinstall it.
Appendix B Frequently Asked Questions I tried to do a local HotSync operation, but it did not complete successfully. (continued) On a Mac computer, try each step in turn: ■ Make sure HotSync Manager is enabled on the HotSync Controls tab in the HotSync Software Setup window.
HotSync problems I tried to do a modem HotSync operation, but it did not complete successfully. (continued) ■ Make sure you are not running another program, such as WinFax, CompuServe, or America Online that uses the serial port you selected in the Setup dialog box. ■ Make sure your modem resets before you try again. (Turn off your modem, wait a minute, then turn it back on.
Appendix B Frequently Asked Questions I can’t perform an IR HotSync operation. ■ On a Windows computer, be sure the HotSync Manager is running and the Serial Port for local operations is set to the simulated port for infrared communication. See “IR HotSync operations” in Chapter 6 for details. ■ On a Mac computer, open the HotSync Software Setup window and be sure HotSync Manager is enabled and that the Local Setup Port is set to Infrared Port.
Beaming problems My handheld displays the message “Waiting for sender” when it’s near my computer ’s infrared port. (continued) ■ In some cases, simply moving your handheld away from the computer’s infrared port solves the problem. I want to synchronize my computer with more than one handheld. ■ If the computer running Palm Desktop software synchronizes with more than one handheld, each handheld must have a unique name.
Appendix B Frequently Asked Questions Password problems Problem Solution I forgot the password, and my handheld is not locked. ■ First, use the password hint to try and remember the password. If this does not help, or if you do not have a password hint, you can use Security to delete the password, but your handheld deletes all entries marked as private.
Expansion card problems Expansion card problems Problem Solution I put an expansion card in the slot, but I can’t see the expansion card listed in the Applications Launcher. ■ Remove and reinsert the expansion card in the slot to ensure it is properly installed. Technical support If, after reviewing the sources listed at the beginning of this appendix, you cannot solve your problem, contact your regional technical support office by e-mail, phone, or fax.
Appendix B 186 Frequently Asked Questions
APPENDIX C Non-ASCII Characters for Login Scripts The following information enables you to create custom login scripts that require non-ASCII characters. It is provided for advanced users who understand the use and requirements of such characters in a custom login script. Use of ^char You may use the caret ( ^ ) to transmit ASCII command characters. If you send ^char, and the ASCII value of char is between @ and _, then the character is automatically translated to a single-byte value between 0 and 31.
Appendix C Non-ASCII Characters for Login Scripts Literal characters The backslash ( \ ) character defines that the next character is transmitted as a literal character, and is not subject to any special processing ordinarily associated with that character.
Product Regulatory Information FCC Statement This device complies with part 15 of the FCC rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation. NOTE This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to Part 15 of the FCC rules.
Product Regulatory Information Canadian ICES-003 Statement This Class B digital apparatus meets all requirements of the Canadian Interference-Causing Equipment Regulations. Cet appareil numérique de la classe B respecte toutes les exigences du Réglement sur le matériel brouilleur du Canada. CE Compliance Statement This product was tested by Palm, Inc. and found to comply with all the requirements of the EMC Directive 89/336/EEC as amended.
Product Regulatory Information Waarschuwing! Bij dit produkt zijn batterijen geleverd. Wanneer deze leeg zijn, moet u ze niet weggooien maar inleveren als KCA.
Product Regulatory Information 192
Index A ABA (Address Book archive file) 37 Accented characters Graffiti writing 33 onscreen keyboard 36 Add-on applications 44–48 Address Book *If Found Call* entry 104 adding custom fields 107 archive files (.
Index information 76–78 location of IR port 7 pen stroke to activate 145 problems with 183 See also Infrared Bold font for text 89 Business card for beaming 77 Buttons preferences 144 C Cable connecting to computer 7 for local HotSync operations 133 Calculator buttons explained 118 memory 118 opening 67 overview 67 recent calculations 67, 119 Calibration 15, 146, 176 Call Waiting, disabling 137, 154 Calling card, using in phone settings 137, 155 Capital letters (Graffiti writing) 31 Card.
Index Cutting text 69 Cycling through views 64, 65, 66 D Data entry. See Entering data Date displaying in Clock 121 setting current 25, 177 To Do List record due 109 Date and Time preferences 25 Date Book adding Address Book data to records 84 Agenda view 100 alarm 94 archive files (.
Index adding hardware 7, 55 using cards 55–61 Expansion Card applications 56 copying applications 57 deleting applications 59 formatting 60 inserting 55 removing 56 renaming 60 External keyboard 24 F Face plate 5, 6 changing 9 FAQ 173–184 FCC Statement 189 Files, linking to external 139 Finding applications, using Graffiti writing 18 information in applications 82–84 phone numbers 83–84 using the Find application 83 Fonts 89 Formats preferences 146 Frequently asked questions 173–184 Frozen handheld 176 G
Index online Tips 20 onscreen 176 repeating event 96 Idle timeout of ISP or server connection 157 Importing data 24, 37–39 Infrared connections 149 HotSync operations 131–133, 150 port 7, 130 problems with IR HotSync operations 182 requirements for computer 130 Initialization string 150 Installing applications 44–47 conduit to install applications 128 Desktop software 13 International characters Graffiti writing 33 onscreen keyboard 36 IP address 156, 158 IR port 7, 130 See also Beaming and Infrared IR.
Index initialization string 150 Monday, to start week 147 Month (Date Book view) 100, 102 Moving the cursor (Graffiti writing) 34 MPA (Memo Pad archive file) 37 MultiMediaCard 3 See also Expansion Card N Network connecting 156 connection type 157 idle timeout 157 login scripts 159–162 password 152 phone settings 153 preferences 151–163 primary DNS 158 secondary DNS 158 selecting connection 153 selecting service 151 TCP/IP 151 user name 152 Note Pad alarm 113 clearing notes 69, 113 conduit for synchronizin
Index Connection 151 Date and Time 25 Digitizer 146 Formats 146 General 147 HotSync buttons 145 Network 151–163 Note Paper color 112 Owner 164 ShortCuts 164 Primary DNS 158 Printing records from applications 13 Prioritizing To Do List records 107, 110 Private records displaying and creating 86–88, 177 lost with forgotten password 54 See also Security Profiles 139 Punctuation marks Graffiti writing 32 onscreen keyboard 35 Purging records 71 See also Deleting R Range of times in Day view 102 Receiving data.
Index text 69, 70 Sending data. See Beaming information Serial port 125, 127, 134, 135 Service selecting for network 151 templates 156, 162 Settings. See Preferences ShortCuts backing up 128 managing 164–166 menu commands 19 predefined 35 using 34 Soft reset 168 Sorting applications 41 records 84–86, 177 Sounds.
Index for ISP 152 identifying handheld 164 User profiles 139 HotSync operation with 141–142 V VCal 37 VCard 37 W Web sites 14 Week (Date Book view) 98–99, 147, 177 Writing area 5 Writing.
Index 202
