Handbook for Palm m500 Series Handhelds ™
Page ii Handbook for Palm™ m500 Series Handhelds
Copyright Copyright © 1998-2001 Palm, or its subsidiaries. All rights reserved. Graffiti, HotSync, PalmConnect, and Palm OS are registered trademarks, and the HotSync logo, Palm, PalmModem, and the Palm logo are trademarks of Palm, Inc. or its subsidiaries. Other product and brand names may be trademarks or registered trademarks of their respective owners. Disclaimer and Limitation of Liability Palm, Inc.
Page iv Handbook for Palm™ m500 Series Handhelds
Contents About This Book: .............................................................1 Chapter 1: Introduction to Your Handheld ......................3 Getting to know your Palm m500 series handheld ..........................3 What is a Palm m500 series handheld?...........................................3 System requirements .........................................................................4 Palm m500 series components ........................................................
Importing data from a Windows computer ............................... 39 Importing data from a Macintosh ................................................ 40 Chapter 3: Managing Your Applications ....................... 43 Using the Applications Launcher..................................................... 43 Selecting applications ..................................................................... 43 Switching between applications ...................................................
Creating records ..............................................................................73 Editing records ................................................................................73 Deleting records ..............................................................................75 Purging records ...............................................................................76 Exchanging and updating data: HotSync operations ................77 Categorizing records ..............................
Chapter 7: Advanced HotSync® Operations ...............171 Selecting HotSync setup options .................................................... 171 Customizing HotSync application settings................................... 178 IR HotSync operations ..................................................................... 181 Preparing your computer for infrared communication .......... 181 Configuring HotSync Manager for infrared communication 182 Performing an IR HotSync operation ............................
Creating additional service templates .......................................215 Adding detailed information to a service template .................215 Login scripts ...................................................................................218 Creating a login script on your handheld .................................219 Plug-in applications ......................................................................221 Deleting a service template ..........................................................
Appendix D: Non-ASCII Characters for Login Scripts . 259 Use of ^char ....................................................................................... 259 Carriage return and line feed .......................................................... 259 Literal characters............................................................................... 259 Product Regulatory Information ................................. 261 FCC Statement.........................................................................
About This Book Welcome to the Palm™ m500 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.
Page 2 About This Book
Chapter 1 Introduction to Your Handheld This chapter explains the physical buttons and controls on your Palm™ m500 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.
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 98/Me/2000 (Windows 95/NT operating systems require a serial cradle, sold separately) ■ 16 MB RAM (64 MB recommended with Windows 2000) ■ 30 MB available hard disk space ■ VGA monitor or better (the Quick Tour requires 256-color video display; for best results, use High Color:16 bit) ■ CD-ROM d
Palm m500 series components Locating front panel controls IR port Power button/ Backlight control/ LED indicator Screen Graffiti writing area Scroll buttons Application buttons IR port Uses infrared technology to transmit data to and receive data from other Palm OS handhelds, and to perform HotSync operations. See “Beaming information” in Chapter 6 and “IR HotSync operations” in Chapter 7 for more information.
Handheld screen Displays the applications and information stored in your handheld. It is touch-sensitive and responds to the stylus. Graffiti® writing area The area where you write letters and numbers using the Graffiti® alphabet. See Chapter 2 to learn how to write Graffiti characters. Scroll buttons Displays text and other information that extends beyond the area of the handheld screen.
Using the onscreen contrast control Some Palm m500 series handhelds allow you to further adjust your display by changing the amount of contrast on the screen. To adjust the contrast: 1. Tap the Contrast icon writing area. in the upper-right corner of the Graffiti 2. Do one of the following: To change the contrast in small increments, tap to the left or right of the slider. To change the contrast in larger increments, drag the slider to the left or right.
Locating back panel components Reset button Expansion card slot Side channel for stylus Side channel for cover Universal connector Side channels The right side channel holds the stylus, which slides in and out and clicks into place. To use the stylus, remove it and hold it as you would a pen or pencil. The left side channel holds the front cover, which also slides in and out.
Universal connector Connects your handheld to the cradle, which in turn connects to the back of your computer and through the AC adapter to the wall current. This allows you to recharge your handheld as well as update the information between your handheld and computer using HotSync technology. The universal connector also connects peripheral hardware devices, such as a modem, to your handheld.
HotSync operations” in Chapter 5 “for details, or refer to Getting Started with Palm™ m500 Series Handhelds. ■ (If upgrading) Rename your old handheld. To prevent unexpected results during HotSync operations, each handheld must have a unique name. We recommend that you perform a hard reset on your old handheld. See “Performing a hard reset” in Appendix A for details. Connecting the HotSync cradle Important: The HotSync cradle supplied with your handheld fits a USB connector.
4. Plug the AC adapter into any AC current outlet. Charging your handheld Your handheld contains a Lithium-ion polymer battery that is recharged each time you place the handheld in the cradle. Just place your handheld in the cradle for two hours for an initial charge before you use it. Then place it in the cradle for a few minutes each day to recharge the battery to full capacity. If the battery gets low, your handheld displays a warning message.
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 builtin HotSync technology, you can fully synchronize the information on your handheld with the information on your computer. It is a good idea to back up your data in case something happens to the data on your handheld.
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 on the Palm Desktop software CD-Rom. To ensure a safe and uninterrupted installation of Palm Desktop software, please print these instructions or refer to Getting Started with Palm™ m500 Series Handhelds.
To install Palm Desktop software on a Macintosh computer: 1. Turn on your Macintosh. 2. Insert the Palm Desktop software CD-ROM into your Macintosh’s CD-ROM drive. 3. Double-click the Palm Desktop CD icon. 4. Double-click the Installer icon to begin the installation procedure. 5. Follow the onscreen instructions to complete the installation.
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.
Elements of the handheld interface Menu bar Icons 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 Calculator data , menus , , and to find text anywhere in your . Contrast control (on some models) Tap the Contrast icon to open the Adjust Contrast dialog box. Tap to the left or right of the slider to adjust the contrast in small increments or drag the slider to change the contrast in large increments.
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.
Applications Launcher Date Book Note Pad Address Book Tip: To Do List 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.
Using menus Menus on your handheld are easy to use. Once you have mastered them in one application, you can use them the same way in all other applications. The menus of each application are illustrated in the section on that application in Chapter 5. The Edit menu is described in “Editing records” in Chapter 5. To open the menu bar: 1. Open an application (such as Memo Pad). 2. Do one of the following: Tap the Menu icon . Tap on the inverted title area at the top of the screen.
commands vary depending on which part of the application you’re currently using. For example, in Memo Pad, the menus are different for the Memo list screen and the Memo screen. Graffiti menu commands Most menu commands have an equivalent Graffiti Command stroke, which is similar to the keyboard shortcuts used to execute commands on computers. The command letters appear to the right of the command names. Menu commands Command letters Draw the Command stroke anywhere in the Graffiti area.
Note: Command mode is only active for a short time, so you must tap an icon or write the command letter immediately to choose the menu command. Displaying online tips Many of the dialog boxes that appear on your handheld contain an online Tips icon in the upper-right corner. Online tips anticipate questions you have in a dialog box, provide shortcuts for using the dialog box, or give you other useful information. To display an online tip: 1. Tap the Tips icon . 2. After you review the tip, tap Done.
Onscreen keyboard When you create or edit a record in an application such as Address Book, you can open the onscreen keyboards to enter data. Tap here for alphabetic keyboard Tap here for numeric keyboard After a keyboard is open, you can tap to open any of the other keyboards, including the international keyboard. See “Using the onscreen keyboard” in Chapter 2 for more information.
Graffiti writing Your handheld includes Graffiti writing software as the primary system for entering text and numbers. With Graffiti writing, you write simple strokes with the stylus and they are instantly recognized as letters or numbers. Write letters here Write numbers here Division marks The Palm Desktop software CD-ROM includes Giraffe, a game you can use to practice Graffiti writing. See “Installing and removing applications” in Chapter 3 for installation instructions.
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 would transfer your “sticky” notes to a more permanent place by entering the information in the appropriate application, or throw them away by deleting them. See “Note Pad” in Chapter 5 for more information and instructions.
records to your handheld without having to enter them manually. See “Importing data” in Chapter 2 for more information. Using an external keyboard You can connect an optional keyboard accessory to the universal connector on your handheld so you can type data directly into your handheld. External keyboards are very helpful when you need to enter large amounts of data quickly and accurately while you are away from your computer.
Tap arrows to select year Tap to select month Tap to set date Tap to select date 3. Tap a month. 4. Tap the current 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. To set the time zone: 1. Tap the Set Time Zone box.
2. Tap a time zone. 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: ■ Tap the Daylight Saving pick list, and then tap Off or On.
Page 28 Introduction to Your Handheld
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.
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. The small marks at the top and bottom of the Graffiti writing area indicate the two areas. Write letters here Write numbers here Division marks To write Graffiti letters: 1. Tap the screen where you want your text to go.
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. If you do not make Graffiti strokes in the Graffiti writing area, your handheld does not recognize them as text characters.
F S G T H U I V J W K X L Y M Z Space Back Space Carriage Return Period tap twice 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.
Tip: When Caps Shift is active, an “up arrow” symbol appears in the lower-right corner of the handheld screen. If you accidentally activate Caps Shift, backspace will cancel it. Caps Shift To enter only capital letters (Caps Lock): ■ Use the Caps Lock stroke: Caps Lock Tip: When Caps Lock is active, an underlined “up arrow” symbol appears in the lower-right corner of the handheld screen. To return to lowercase, make the Caps Shift stroke.
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.
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.
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.
Graffiti ShortCuts Graffiti ShortCuts make entering commonly used words or phrases quick and easy. ShortCuts are similar to the Glossary or Autotext features of some word processors. 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 8 to learn about creating your own ShortCuts.
3. Tap “abc” to open the alphabetic keyboard, or tap “123” to open the numeric keyboard. Tap here for alpha keyboard Tap here for numeric keyboard 4. Tap the characters to enter text and numbers. Note: 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. 5. After you finish, tap Done to close the onscreen keyboard and place the text in the record.
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 on the Palm Desktop software CD-ROM. 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.
4. From the File menu, choose Import. 5. Select the file you want to import. 6. Click Open. Note: 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. 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.
To import data from a Macintosh: 1. Open Palm Desktop software. 2. From the File menu, choose Import. 3. Select the file you want to import. 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.
Page 42 Entering Data in Your Handheld
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 See Using Expansion Features. Using the Applications Launcher To open the Applications Launcher, tap the Applications icon .
To categorize an application: 1. Tap the Applications icon 2. Tap the Menu icon . . 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.
3. Tap Options, and then tap 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.
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, Expense, Calculator, and Mail applications installed and ready to use.
4. In the User drop-down list, select the name that corresponds to your handheld. 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. Note: 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.) 8.
handheld and an expansion card. 9. Click OK to close the Change Destination window. 10. Click Done to close the Install Tool window. 11. Perform a HotSync operation to install the selected application(s). See “Exchanging and updating data: HotSync operations” in Chapter 5 for details. Note: 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.
4. From the User pop-up menu, select the name that corresponds to your handheld. 5. Click Add to List. 6. Select the Add-on folder from the pop-up menu. 7. Select the application you want to install. 8. Click Add File to add the selected application to the Install Handheld Files list. 9.
10. Click OK to close the Change Destination window. 11. Close the Install Handheld Files window. 12. Perform a HotSync operation to install the selected application(s) on your handheld. See “Exchanging and updating data: HotSync operations” in Chapter 5 for details. Note: 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.
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 Control Panel. 2. Double-click the Add/Remove Programs icon. 3. Click the Change or Remove Programs button. 4. Select Palm Desktop. 5. Click Change/Remove. 6. Click Yes in the Confirm File Deletion box. 7. Click OK. 8. Click Close.
5. Select the folder that contains your Palm Desktop software files. 6. Click Remove. Note: This process removes only the application files. The data in your Users folder remains untouched. 7. Restart your Macintosh. 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.
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. Tap OK. 4. Do one of the following: To change the password and hint, enter the new password and hint, and tap OK.
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.
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. Tap After a preset delay.
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. See “Resetting your handheld” in Appendix A for more information. Locking your handheld manually You can turn off and lock your handheld manually.
To delete a forgotten password: 1. Tap Lost Password. 2. Tap Yes.
Page 58 Managing Your Applications
Chapter 4 Using Expansion Features Your handheld provides an expansion card slot that enables you to add additional software applications and memory. 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. So that you can easily attach and use peripheral hardware devices, such as a modem, portable keyboard, or a Global Positioning System (GPS) receiver, your handheld is equipped with a universal connector.
3. Use your thumb to push the card into the expansion slot. When you feel the card lock and hear the audible system sound, the card is properly seated within the slot. 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.
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.
3. Tap App, and then tap Copy. 4. Select the card name from the Copy To pick list. 5. Select Handheld from the From pick list. 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 6 for details.
5. Tap an application to delete from the expansion card. 6. Tap Delete. 7. Tap Done. Card Info Card Info lets you review general information about a resident card and its contents, rename a card, and format a card. Reviewing card information 1. Tap the Applications icon 1. Tap the Card Info icon . . 2. Review Card name, Type, and Size. 3. Review card contents summarized by directory.
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 destroys all its data and prepares it to accept new applications and data. 1. Tap the Applications icon 2. Tap the Card Info icon . . 3. Tap the Menu icon. 4. Tap Card, and then tap Format Card. 5. Tap OK.
Help Provides help text. About Card Info Shows version information for Card Info.
Page 66 Using Expansion Features
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 ■ Expense 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.
scheduling overlaps or conflicts. ■ 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.
additional information about the entry. ■ Assign Address Book entries to categories so that you can organize and view them in logical groups. ■ Create your own digital business card that you can beam to other Palm OS® handhelds. 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.
To open To Do List: ■ Press the To Do List application button on the front panel of your handheld. To Do List opens to display the category of items you last viewed. To Do List button Note: Press the To Do List application button repeatedly to cycle through the categories in which you have items. 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.
Note Pad button Note: Press the Note Pad application button repeatedly to cycle through the categories in which you have items. Memo Pad Memo Pad provides a place to take notes that are not associated with records in Date Book, Address Book, or To Do List. In Memo Pad, you can do the following: ■ Use Graffiti® characters to store memos, lists, or any other text message on your handheld.
To open Calculator: ■ Tap the Calculator icon next to the Graffiti writing area. Calculator icon Expense Expense lets you keep track of your expenses and then transfer the information to a spreadsheet on your computer. In Expense, you can do the following: ■ Record dates, types of expenses, amount spent, payment method, and other details associated with any money that you spend. ■ Assign expense items to categories so that you can organize and view them in logical groups.
all the applications on your handheld. ■ Set an alarm. To open Clock: 1. Tap the Applications icon 2. Tap the Clock icon Tip: . . You can also tap the clock icon in the upper-left corner of the Graffiti writing area to open clock. 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, Memo Pad memo, or Expense item.
Blinking cursor Edit line Note: In Note Pad you can write anywhere on the screen. So, you will not see an edit line or blinking cursor. 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.
Cut Removes the selected text and stores it temporarily in the memory of your handheld. You can paste the text you cut into another area of the current application or into a different application. 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.
Memo Pad: Delete Memo Expense: Delete Item A confirmation dialog box appears. If you want to save a copy of the deleted item to an archive file in Palm Desktop software, be sure that the check box is checked. If you don’t want to save a copy, tap the check box to remove the check. (The archive check box does not appear in Note Pad because you can’t archive Note Pad notes.) 4. Tap OK.
To purge records: 1. Open the application. 2. Tap the Menu icon . 3. Tap Record, and then tap Purge. A confirmation dialog box appears. Date Book: Tap the pick list and select how old a record must be to be purged. Purge deletes repeating events if the last of the series ends before the date that you purge records. Date Book, To Do List: If you want to save a copy of the purged records to an archive file on your desktop, be sure that the check box is checked.
Performing a HotSync operation for the first time: Windows The first time you synchronize your data, you need to enter user information on Palm Desktop software. After you enter this information and synchronize, the HotSync Manager recognizes your handheld and doesn’t ask for this information again. 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 7 before performing the following steps.
3. Press the HotSync button ™ on the cradle. Important: The first time you perform a HotSync operation, you must enter a user name in the New User dialog box and click OK. Every handheld should have a unique name. To prevent loss of a user’s records, never try to synchronize more than one handheld to the same user name. The HotSync Progress dialog box appears and synchronization begins. 4. Wait for a message on your handheld indicating that the process is complete.
Performing a HotSync operation for the first time: Macintosh When you installed Palm Desktop software, you entered a user name. This user name is the connection between your handheld and your Macintosh. The first time you perform a HotSync operation the Palm Desktop software: ■ Adds a user name to your handheld. ■ Creates a folder for the user name in the Users folder inside the Palm folder.
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. To perform a local HotSync operation on a Macintosh: 1. Place your handheld on the HotSync cradle. 2. Make sure HotSync Manager is enabled: Double-click the HotSync Manager icon in the Palm folder. Click the HotSync Controls tab and make sure the Enabled option is selected. 3. Press the HotSync button on the cradle.
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. Tip: Gently rock your handheld forward in the cradle and then lift it to remove. Categorizing records Categorize records in the Address Book, To Do List, Note Pad, Memo Pad, and Expense applications so that they are grouped logically and are easy to review.
Note: When you have an expansion card properly seated in the expansion card slot, the last item in the category pick list will be the name of the expansion card. You cannot otherwise categorize applications that reside on an expansion card. Address Book contains the QuickList user-defined category, in which you can store the names, addresses, and phone numbers you might need in emergencies (doctor, fire department, lawyer, etc.).
To display a category of records: 1. Tap the category pick list in the upper-right corner of the list screen. Tap here Note: In the Date Book Agenda view, the pick list is in the upper right of the To Do list. 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. To define a new category: 1.
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 screen or list. 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. 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.
To look up an Address Book record: 1. Display the Address list screen. 2. Enter the first letter of the name you want to find. Look Up line The list scrolls to the first entry that begins with that letter. If you write another letter, the list scrolls to the first entry that starts with those two letters. For 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.
Find searches for the text in all records and all notes. As your handheld searches for the text, you can tap Stop at any time. You may want to do this if the entry you want appears before your handheld finishes the search. To continue the search after you tap Stop, tap Find More. 4. Tap the text that you want to review. Using Phone Lookup Phone Lookup displays the Address list screen and lets you add the information that appears in this list to a record. To use Phone Lookup: 1.
5. Tap Add. The name you selected, along with the other information associated with it, is pasted into the record you selected in step 1. Phone Lookup tips Write the Graffiti Command stroke “/L” to activate the Phone Lookup feature. You can also activate it in the following circumstances: For example, to insert the full name and phone number for someone with the last name “Williams,” write the Graffiti characters for “Wi” and then the Phone Lookup Command stroke “/L.
3. Tap Who. Tap here 4. Tap Lookup. The Attendees Lookup screen displays all the names in your Address Book that have data in the Company field. 5. Select the name you want to add, and then tap Add. The name appears in the Attendees screen. 6. Repeat steps 4 and 5 to add more names. 7. Tap Done. 8. Tap OK. Sorting lists of records You can sort lists of records in various ways, depending on the application.
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 to display the list screen. 2. Tap the Menu icon . 3. Tap Options, and then tap Preferences. Address Book: Note Pad: Memo Pad: 4. Do one of the following: Address Book: Tap the setting you want. Tap the Sort by pick list and select Alphabetic, Date, or Manual. Note Pad: Memo Pad: Tap the Sort by pick list and select Alphabetic or Manual. 5.
To sort the Note Pad or Memo list manually, tap and drag a memo or note to a new location in the list. Note: 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. Making records private In most applications except Note Pad, Expense and Mail, you can make individual records private.
3. Tap the Current Privacy pick list and select Hide Records. Tap Hide Records 4. Tap OK to confirm that you want to hide private records. 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.
Tap Show Records 2. Enter your password, and then tap OK. To unmask individual records: 1. Tap a masked record. 2. Do one of the following: If you do not have a password, a masked record becomes visible. If you have a password, the Show Private Records dialog box appears. Go to step 3. 3. Enter your password, and then tap OK. To make a record private: 1. Display the entry that you want to make private. 2. Tap Details. 3. Tap the Private check box to select it. 4. Tap OK.
6. Tap Done. A small note icon appears at the right side of any item that has a note. Note icon To review or edit a note: 1. Tap the Note icon . To delete a note: 1. Tap the Note icon . 2. Tap Delete. 3. Tap Yes. Choosing fonts In all basic applications except Expense, you can change the font style to make text easier to read. You can choose a different font style for each application.
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. Reviewing Reminders You can set alarms to notify you of appointments, notes, and alarms in Date Book, Note Pad, and Clock. When an alarm occurs, your handheld displays a reminder message.
5. Tap Clear All to dismiss all reminders in the list. Note: If you tap Done or Snooze and view the reminder list later, the current time displays in the Reminder bar and the original alarm time displays with each list item. Application-specific tasks Date Book When you open Date Book, the screen shows the current date and a list of times for a normal business day. Scheduling an event A record in Date Book is called an “event.” An event can be any kind of activity that you associate with a day.
Tap a time line Time bar shows duration Enter event 2. Enter a description of the event. You can enter up to 255 characters. 3. If the event is one hour long, skip to step 5. If the event is longer or shorter than an hour, tap the time of the event to open the Set Time dialog box. Tap the time of an event Tip: You can also open the Set Time dialog (to select a start time) by making sure no event is selected, and then writing a number on the number side of the Graffiti writing area. 4.
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. Note: If an event has the same start and end time, the time is only displayed once. To schedule an event for another day: 1.
Previous year Next year Tap to select a month Tap to select a day Tap to select current date 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. To schedule an untimed event: 1. Select the date that you want for the event as described in “To schedule an event for another day.” 2. Tap New. 3.
New untimed event No time selected 5. Tap a blank area on the screen to deselect the untimed event. Note: 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. Rescheduling an event You can easily make changes to your schedule with your handheld. To reschedule an event: 1. Tap the event you want to reschedule. 2. Tap Details. 3.
3. Tap the Alarm check box to select it. The default setting, 5 Minutes, appears. 4. Tap the pick list to select Minutes, Hours, or Days. 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.
chapter for details. For example, you set an alarm for an untimed event that occurs on February 4th. If the alarm is set for 5 minutes, the reminder message appears at 11:55 PM on the night of February 3rd. The reminder remains in the reminder list until you turn on your handheld and dismiss it. Scheduling repeating or continuous events The Repeat function lets you schedule events that recur at regular intervals or extend over a period of consecutive days.
7. Tap OK. After you schedule a repeating or continuous event, this icon appears to the far right of the event. Changing repeating or continuous events When you make changes to a repeating or continuous event, such as deleting or adding notes, or changing the time of an event, you can decide which of the events you want to change; all events in the series, just the current event, or the current and future events. To delete repeating events: 1. Select the record you want to delete. 2. Tap the Menu icon .
■ If you change the date of an occurrence of a repeating event (e.g., from January 14th to January 15th) and apply the change to all occurrences, the new date becomes the start date of the repeating event. Your handheld adjusts the end date to maintain the duration of the event. If you apply the change to current and future occurrences, past occurrences are not changed. ■ If you change other repeat settings (e.g.
To display the Week View: 1. Tap the Week View button. Week View 2. Tap the navigation controls to move forward or backward a week at a time, or tap on a column to display details of an event. Note: The Week View also shows untimed events and events that are before and after the range of times shown. Previous week Next week Tap for that day Bar indicates earlier event Dot indicates untimed event Bar indicates later event 3. Tap an event to show a description of the 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. ■ The Week View shows the time span defined by the Start Time and End Time in the Date Book Preferences settings. If you have an event before or after this time span, a bar appears at the top or bottom of that day's column. Use the onscreen scroll arrows to scroll to the event.
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. Tips for using Month View: Keep the following points in mind. ■ Tap a day in the Month View to display that day in the Day View. ■ Tap the scroll arrows in the upper-right corner to move forward or backward a month.
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. Date Book menus, preferences, and display options Date Book menus are shown here for your reference, and Date Book features that are not explained elsewhere in this book are described here.
Display Options Page 110 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. Controls how times appear in the Day View. When Compress Day View is off, all time slots display. When it is on, start and end times display for each event, but blank time slots toward the bottom of the screen disappear to minimize scrolling.
Preferences ■ Start/End Time. Defines the start and end times for Date Book screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down. ■ Alarm Preset. Automatically sets an alarm for each new event. The silent alarm for untimed events is defined by minutes, days, or hours before midnight of the date of the event. ■ Alarm Sound. ■ Remind Me. Defines how many times the alarm Sets the tone of the alarm. will occur after the initial occurrence.
See “Importing data” in Chapter 2 and Palm Desktop online Help for more information. To create a new Address Book entry: 1. Press the Address Book application button handheld to display the Address list. on the front of your 2. Tap New. Cursor at Last name Tap New 3. Enter the last name of the person you want to add to your Address Book. Note: The handheld automatically capitalizes the first letter of each field (except numeric and e-mail fields).
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. As soon as the word you want appears, tap in the next field to accept the word. 7. Tap the scroll arrows to move to the next page of information. 8. After you finish entering information, tap Done.
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. Select any of the following settings: Show in List Select which type of phone or other information appears in the Address list screen.
Address Book menus Address Book menus are shown here for your reference, and Address Book 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 Address list screen or the Address view screen.
Preferences Determines how Address Book appears when you return to it from another application. If you select this check box, Address Book shows the last category you selected. If you clear it, Address Book displays the All category. ■ Remember last category. ■ Enable Tap Dialing. Allows automatic dialing by tapping on a telephone number in Address Book. You must have an infrared-equipped mobile phone near your handheld to use this feature.
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. Press the To Do List application button handheld to display the To Do List. on the front of your 2. Tap New. New To Do item Tap New 3. Enter the text of the To Do List item. The text can be longer than one line. 4. Tap anywhere onscreen to deselect the To Do List item.
To set the priority of a To Do List item: 1. Tap the Priority number on the left side of the To Do List item. Tap here Tap to select priority 2. Tap the Priority number that you want to set (1 is most important). Checking off a To Do List item You can check off a To Do List item to indicate that you’ve completed it. You can set the To Do List to record the date that you complete the To Do item, and you can choose to show or hide completed items. See “To Do Show Options” later in this chapter.
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. In the Details dialog box, tap “No Date” to open the Due Date pick list. Tap here 2. Tap the date that you want to assign the item: Today Assigns the current date. Tomorrow Assigns tomorrow’s date. One week later Assigns the date exactly one week from the current date.
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 Items Displays your completed items in the To Do List. If you turn off this setting, your To Do items disappear from the list when you complete (check) them.
Show Due Dates Displays the due dates associated with items in the To Do List and displays an exclamation mark next to items that remain incomplete after the due date passes. Show Priorities Shows the priority setting for each item. Show Categories Shows the category for each item. 3. Tap OK. To Do List menus To Do List menus are shown here for your reference, and To Do List features that are not explained elsewhere in this book are described here.
Note Pad A record in Note Pad is called a “note.” You can assign each note a title and store up to 999 notes on your handheld. To create a new note: 1. Press the Note Pad application button your handheld to open a new note. Note: on the front panel of If Note Pad is already running, tap New. Enter title here Write information here Pen selector 2. Write the information directly on the handheld screen.
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. Setting an alarm for a note You can set an alarm for a specific time and date to remind you to follow-up on a note. To set an alarm for a note: 1. Tap the note to which you want to assign an alarm. 2. Tap the Menu icon . 3. Tap Options, and then tap Alarm. 4. Tap the Time box. 5. Tap the hour and minute columns to select the time you want the alarm to occur.
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. When the alarm goes off and 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.
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.
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. Reviewing memos The first line of a memo appears in the Memo list. This makes it easy to locate and review your memos. To review a memo: 1. In the Memo list, tap the text of the memo.
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.
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.
Recalls the stored value from memory and inserts it in the current calculation. Clears any value that is stored in the Calculator memory. Calculates the square root of a number. Enter the number, then tap the square root button. 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.
Options menus About Calculator Shows version information for Calculator. Clock Clock makes it easy for you to check the time and date, and provides a convenient travel alarm feature. See “Customizing your handheld” in Chapter 1 for details on setting the current date and time for all the applications on your handheld. In addition to setting the date and time, you can set an alarm to sound during the next 24-hour period.
5. When the alarm reminder message appears, 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. The reminder message appears again in five minutes, and an attention indicator blinks in the upper-left corner of the screen to remind you of the pending alarm. When the reminder message reappears, the current time displays in the Reminder bar and the alarm time displays on the screen. 6.
Allows you to choose which information appears on the Clock screen. Display Options ■ Day. Activates the day of the week display. When it is on, the day appears above the time. ■ Date. Activates the date display. When it is on, the date appears below the time. Alarm Preferences About Clock ■ Sound. Sets the sound of the alarm. The choices are Alarm, Bumble Bee, Reveille, Sonata, Wake Up, and Warbler. ■ Volume. Defines how loud the alarm sounds. The choices are Low, Medium, and High.
4. Enter the amount of the expense. 5. Tap the Expense type pick list and select a type from the list. Tap here Note: As soon as you select an expense type, your handheld saves your entry. If you do not select an expense type, it does not save the entry. Tip: Another quick way to create a new Expense item is to make sure that no Expense item is selected in the Expense list, write the first letter(s) of the expense type, and then write the numerical amount of the Expense item.
Entering receipt details Expense provides a variety of options that you can associate with an item. These options appear in the Receipt Details dialog box. To open the Receipt Details dialog box: 1. Tap the Expense item to which you want to assign details. 2. Tap Details. 3. Select any of the following options: Category See “Categorizing records” earlier in this chapter. Type Opens a pick list of expense types. Payment Lets you choose the payment method used to pay the Expense item.
Vendor and City Lets you record the name of the vendor (usually a company) associated with the expense and the city where the expense was incurred. For example, a business lunch might be at Rosie's Cafe (Vendor) in San Francisco (City). Attendees See “Looking up names to add to expense records” earlier in this chapter. 4. Tap OK. Customizing the Currency pick list You can select the currencies and symbols that appear in the Currency pick list. To customize the Currency pick list: 1.
6. Tap OK. Defining a custom currency symbol If the currency you want to use is not in the list of countries, you can create your own custom country and currency symbol. To define a custom currency symbol: 1. Tap the Menu icon . 2. Tap Options, and then tap Custom Currencies. 3. Tap one of the four Country boxes. Tap a Country box 4. Enter the name of the country and the symbol that you want to appear in Expense. 5. Tap OK to close the Currency Properties dialog box. 6. Tap OK.
Receipt Details dialog box associated with that item. Show Options Show Options define the sort order and other settings that relate to your Expense items. To open the Show Options dialog box: 1. In the Expense list, tap Show. 2. Select any of the options. Tap Show Sort by Enables you to sort expense items by date or type. Distance Enables you to display Mileage entries in miles or kilometers. Show currency Shows or hides the currency symbol in the Expense list. 3. Tap OK.
Displaying the euro on your desktop computer When you perform a HotSync operation, the euro symbol is transferred to your Desktop application like any other piece of data on your handheld. The symbol appears in your Desktop application, however, only if you are using fonts that support the euro symbol. These fonts are part of the operating system on your computer. They do not reside with your Desktop application, and they are not produced by Palm, Inc.
Click to select Categories Tip: You can press Ctrl+click to select multiple categories. To print the expenses associated with all of your Expense categories, select All in the Categories group. 4. If you want to define an end date for the expense report, enter the date in the End Date box. Note: If you do not specify an end date, all expense entries for the selected categories appear — up to the date of the last HotSync operation. 5.
If you want to streamline or customize your expense reports, you can change these templates. For example, you can add your company name to a template. See Appendix C for information on changing templates. To view your expense data using a Microsoft Excel template: 1. Display your expense data in a Microsoft Excel spreadsheet as described in the previous procedure. 2. Click Options.
Enter name and other information Choose expense template 3. Enter name, department, and other information as necessary for your expense report. 4. Click the Templates menu; then select an expense template. Note: If you want to create your own custom expense template and have it appear in the Templates menu, see Appendix C for more information. 5. Click OK.
Preferences ■ About Expense Page 142 Lets you select an expense type by writing the first letter of an expense type in the Graffiti writing area. For example, if you write the letter “T,” it enters the “Taxi” expense type. Writing “T” and then “E” enters “Telephone” which is the first expense type beginning with the letters “TE.” Use automatic fill. Shows version information for Expense.
Chapter 6 Communicating Using Your Handheld The previous chapter described the features of your handheld that help you stay organized. This chapter describes the features that help you stay connected. Using your handheld, you can read, reply to, compose, and delete e-mail from your Windows desktop E-Mail application while you’re away from your desk.
In Mail, you can do the following: ■ View, delete, file, and reply to incoming mail. ■ Create outgoing e-mail items and drafts of e-mail items. ■ Create simple or complex filters, which allow you to decide the type of e-mail that your handheld retrieves from your desktop E-mail application. ■ Use your handheld to send and retrieve e-mail items from your desktop E-Mail application via the cradle or infrared communications.
To set up Mail on a Windows computer: 1. Click Start in the Windows taskbar. 2. Highlight Programs, highlight Palm Desktop software, and then click Mail Setup to begin setup. 3. Follow the instructions onscreen to set up your handheld for use with your desktop E-Mail application. To select HotSync options: in the Windows system tray (bottom1. Click the HotSync icon right corner of the taskbar). 2. Choose Custom. Tip: You can also choose Custom from the HotSync menu in Palm Desktop software. 3.
Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Action reverts to the default setting. To change your Mail setup options: 1. Click the HotSync icon in the Windows system tray. 2. Choose Custom. Tip: You can also choose Custom from the HotSync menu in Palm Desktop software. 3. Select Mail in the list box. 4. Click Change. 5. Modify your settings as needed. 6. Click OK.
To open an e-mail item: ■ Tap an e-mail item to open it. Header mode icons Recipient Subject Sender Time and date sent E-mail body To close an e-mail item: ■ Tap Done to close the e-mail item. Displaying full header information By default, Mail displays abbreviated header information, which comprises only the From: and Subj: fields. The full header provides complete information about the sender, receiver, and copied recipients, in addition to the subject and date the e-mail item was created.
To create an e-mail item: 1. Tap New. Tap New Tip: You can also create an e-mail item by tapping New from the Message menu. 2. Enter the e-mail address of the recipient. Note: Enter the address as if you were entering it from your desktop E-Mail application. For example, network users sending an e-mail item to a user on the same network do not need to add Internet information, such as @mycorp.com. 3.
example, tap “To:”) to expand that field. Tap the Done button to return to the New Message screen. Tap the name of the field to open Tap to return to New Message screen To reply to an e-mail item: 1. Tap an e-mail item in the Message list to display it onscreen. 2. Tap Reply. 3. Select whom you want to receive the reply: Sender only, All recipients, or someone who didn’t see the original e-mail item (Forward). 4. Select whether you want to include original text or comment original text. 5. Tap OK. 6.
Looking up an address To identify the recipient of an e-mail item, you need to enter that person’s e-mail address. You can do this either by entering the data directly into the field or by using the Look Up command to access the information in your Address Book. To look up an e-mail address: 1. Tap either the To: or CC: field name to expand it. 2. Enter the first few letters of the last name of the person whose address you want to find. 3. Tap Lookup. 4.
Tap to select Tap here to enter address in field Adding details to e-mail items Before you send your e-mail item, you can attach additional attributes to it, such as a signature or a priority level. These features are dependent on the desktop E-mail application you use. If your application does not support the attribute you select, your handheld cannot attach that attribute to the e-mail item. The following details are available: Priority Flags an e-mail item as High, Normal, or Low priority.
Setting a priority To set a priority for your e-mail item: 1. In the New Message screen, tap Details. Tap here 2. Tap the Priority pick list and select the priority you want. Tap here Tap to select priority 3. Tap OK. Tip: Your handheld can flag e-mail items with a specific priority only if your desktop E-Mail application supports this feature. Sending a blind carbon copy To add a BCC field to your e-mail item: 1. In the New Message screen, tap Details. 2. Tap the BCC check box to select it. 3.
BCC field 4. Tap the BCC: field and enter an address. Adding a signature to your e-mail item A signature consists of information about yourself that is appended to your e-mail item as its closing. For example, a signature can contain your name, address, phone and fax numbers, and any other text you want to include. By defining such information as a signature, you save yourself the trouble of having to enter it every time you create an e-mail item. Adding a signature to your message is a two-part process.
2. Tap the Signature check box to select it and add your signature to the e-mail item. Note: The check box stays selected, so all subsequent e-mail items you create will also contain your signature until you deselect the Signature option. 3. Tap OK. Note: The signature does not display in your e-mail item; only your recipient sees the signature. Requesting confirmations To receive a confirmation when your e-mail item is read: 1. In the New Message screen, tap Details. 2.
To retrieve an e-mail item: 1. In the Message list, tap Outbox from the pick list in the upper-right corner. Tap here to display folder list 2. Tap the e-mail item you want to retrieve. Tap here to select item Tap to edit item 3. Tap Edit. Draft e-mail Sometimes you may not want to send an e-mail item immediately; for example, you may want to add additional information before sending it. Your handheld stores such e-mail items in the Draft folder until you are ready to edit them again.
2. Tap the Menu icon . 3. Tap Message, and then tap Save Draft. To edit an e-mail item saved as a draft: 1. In the Message list, tap Draft from the pick list in the upper-right corner. 2. Tap the draft you want to display. Tap here to select item Tap to edit item 3. Tap Edit. 4. Enter your changes; then either save the e-mail item again as a draft, or tap Send to move the item to your Outbox folder. Filing e-mail Your handheld can store e-mail you receive or create in the Filed folder.
3. Tap Edit to display and modify the item. Tip: After you display and modify the e-mail item, you can send it, save it as a draft, or return it to the Filed folder. Deleting e-mail Your handheld stores deleted e-mail in the Deleted folder until you perform the next HotSync operation. If you delete an e-mail item from the handheld, it is also deleted from your desktop E-Mail application when you perform the next HotSync operation. To delete e-mail: 1. Open the e-mail item you want to delete. 2.
To purge the contents of the Deleted folder: 1. Tap the Menu icon . 2. Tap Message, and then tap Purge Deleted. 3. Tap Yes. Note: You cannot restore e-mail items after you purge them. Message list options Message list options enable you to manage the way the Message list displays information. Folders Your handheld provides folders for categorizing your mail. The Message list displays the e-mail items in the folder you select. To select a folder: 1.
Tap Show 2. Tap the Show Date check box to select it. 3. Tap OK. Sorting the Message list You can sort e-mail items by the date sent, by sender, or by subject. Note: High-priority e-mail items always appear first, no matter how you sort the list. To sort the Message list: 1. In the Message list, tap Show. 2. Tap the Sort by pick list and select one of the following options: Date Sorts e-mail by date and displays the most recent e-mail item at the top of the screen.
urgent e-mail during remote synchronization. Once defined, your handheld determines if synchronization is occurring locally or remotely and uses the appropriate settings for the HotSync operation. To open the HotSync Options dialog box: 1. Tap the Menu icon . 2. Tap Options, and then tap HotSync Options. 3. Tap the Settings for pick list and select Local HotSync or Remote HotSync. Tap here to display HotSync options Note: For more information about Local and Remote HotSync operations, see Chapter 7.
Filter During synchronization, all e-mail items in your handheld Outbox are sent to your desktop E-Mail application, and items in your desktop E-Mail Inbox that meet specific criteria download to your handheld. When you select the Filter setting, the HotSync Options dialog box opens and displays additional filter settings. See “Creating special filters” later in this chapter.
Tap here to display Filter options Ignoring or receiving e-mail The first step in establishing a special filter is to determine whether you want to ignore or retrieve e-mail that matches the information you specify.
Retrieve Only Msgs Containing Tells your handheld to include only the e-mail items that meet the criteria you define and to ignore all other e-mail items during synchronization. This filter has the potential to block more e-mail during synchronization because it downloads only one subset of e-mail. Defining filter strings E-mail items are filtered based on the information contained in their To:, From:, and Subj: fields.
To define a filter string: 1. Tap a header field in the HotSync Options dialog box. Tap here to insert cursor 2. Enter your filter string, using commas or spaces to separate the words. Do not add connectors, such as AND or OR, between words in a string. 3. If your string exceeds the length of the field, tap the name of the field to display the Notes screen for that header field. For more information about header field Notes screens, see “Creating e-mail items” earlier in this chapter.
2. Tap the Retrieve All High Priority check box to select it. Tap check box 3. Tap OK. Note: This setting is applicable only if your E-Mail application has the capacity to flag high-priority e-mail items. Truncating e-mail items The Truncate feature lets you set a point at which long e-mail items truncate when downloading to your handheld. By default, this Truncate value is 4,000 characters.
Mail menus Mail menus are shown here for your reference, and Mail features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Message menus The Message menu varies depending on whether you are viewing an e-mail item, creating an e-mail item, or viewing the Message list. Message list New Message View Message Options menus The Options menu varies depending on whether you are creating or editing an e-mail item.
Beaming information Your handheld is equipped with an IR (infrared) port that you can use to beam information to another Palm OS handheld that’s close by and also has an IR port. The IR port is located at the top of the handheld, behind the small dark shield.
inches) apart, and the path between the two handhelds must be clear of obstacles. Beaming distance to other Palm OS handhelds may be different. 5. Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your handheld. To beam an application: 1. Open the Applications Launcher. 2. Tap the Menu icon . 3. Tap App, and then tap Beam. 4. Select either Handheld or Card from the Beam From pick list. 5. Tap the application you want to transfer.
4. Tap Yes. Tips on beaming information ■ You can set the full-screen pen stroke to beam the current entry. See “Pen preferences” in Chapter 8 for more information. ■ You can draw the Graffiti Command stroke to activate the Command toolbar, and then tap the beam icon. ■ You can use the Graffiti Command stroke “/ B” to beam the current entry.
Page 170 Communicating Using Your Handheld
Chapter 7 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 placing your handheld in the cradle attached to your computer, or using infrared communications.
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. Available only when Palm Desktop software is running Starts HotSync Manager and monitors requests automatically when you open Palm Desktop software.
Serial Port Identifies the port that HotSync Manager uses to communicate with the cradle. The Palm Desktop installation software automatically detects the port to which you connected the cradle. 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.
To set the HotSync options on a Macintosh: 1. Double-click the HotSync Manager icon in the Palm folder. 2. Click the HotSync Controls tab and select any of the following options: HotSync Enabled/ Disabled Activates the serial port monitor and prepares your Macintosh to synchronize with your handheld. By default, the serial port monitor is enabled whenever you start your Macintosh. Keep this default if your HotSync cradle is always connected to a specific port (USB, serial, or modem).
3. If you are using the optional serial cradle, click the Serial Port Settings tab and select any of the following options. Note: If you are using the USB cradle, you do not need to adjust the settings on the Serial Port Settings tab for a direct HotSync operation; they are automatically set when you perform the first HotSync operation. Check for a handheld connection using Select the method you use to synchronize your handheld and your desktop applications: Local Setup.
Local Setup Modem Setup Enables you to perform HotSync operations using the HotSync cradle that is connected to your Macintosh. If you are using the USB cradle for a direct HotSync operation, you do not need to set these options; set them if you are using the optional serial cradle: ■ Speed. Determines the speed at which data is transferred between your handheld and Palm Desktop software. Try the As Fast As Possible rate first, and adjust downward if you experience problems.
Modem Setup (continued) Note: ■ Port. Identifies the port that Palm Desktop software uses to communicate with the modem. Select the USB, modem or printer port where you connected the modem cable. ■ Modem Speaker. Activates the modem’s speaker. If you are having trouble connecting, turn on this option to make sure the modem connected to your Macintosh is responding to incoming calls.
Customizing HotSync application settings For each application, you can define a set of options that determines how records are handled during synchronization. These options are called a “conduit.” By default, a HotSync operation synchronizes all files between the handheld and Palm Desktop software. In general, you should leave the settings to synchronize all files.
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. Note: 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. Thereafter, whatever you selected as the default setting is used when you click the Default button in the Custom dialog. 7. Click OK. 8.
3. From the User pop-up menu, select the appropriate user name. 4. Select an application in the Conduit list. 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. Note: 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.
IR HotSync operations Your handheld is equipped with an infrared (IR) port that supports the IrCOMM implementation of the standards for infrared communication established by the Infrared Data Association (IrDA). This means that not only can you beam data to another Palm OS handheld that’s equipped with an IR port, but you can also beam data to a mobile phone and any other device that supports the IrCOMM implementation of the IrDA standards.
To install the extensions for infrared communication on a Macintosh: 1. Insert the Palm Desktop software CD-ROM into the CD-ROM drive on your Macintosh. 2. Open the Palm Extras folder. 3. Open the IrDA Files folder. 4. Open the Install in your System Folder. 5. Go to the Extensions folder in your System Folder and move the files with the same names as the files in the Install in your System Folder to another folder. (This will enable you to reinstall them later if needed.) 6.
5. In the Serial Port drop-down box, select the simulated port that your computer uses for infrared communication. Note: See the documentation for your operating system for instructions on finding the simulated port. This information is usually located in the Control Panel. 6. Click OK. Note: If your cradle is connected to a USB port, you can continue using it while HotSync Manager is configured for infrared communication.
5. Under Local Setup, select Infrared Port from the Port pop-up menu. 6. Close the HotSync Software Setup window. Performing an IR HotSync operation After you complete the steps to prepare for performing an IR HotSync operation, it is easy to perform the actual operation. To perform an IR HotSync operation: 1. In the Applications Launcher, tap the HotSync icon. 2. Tap Local. 3. Tap the pick list below the HotSync icon and select IR to a PC/Handheld. 4.
Returning to cradle HotSync operations It’s easy to return to using the cradle for HotSync operations. Note: If your cradle is connected to a USB port, you can continue using it while HotSync Manager is configured for infrared communication. Use the following instructions to return to Local USB cradle HotSync operations only when needed, such as when you have disconnected the cradle from the USB port. To return to local USB cradle HotSync operations on a Windows computer: 1.
Conducting a HotSync operation via modem You can use a modem to synchronize your handheld when you are away from your computer. Note: The first HotSync operation must be local, using the cradle. After that, you can perform a modem HotSync operation. To perform a HotSync operation via modem you need the following: ■ A modem connected to your computer. ■ Palm Desktop software configured for use with the modem. ■ A modem connected to your handheld.
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. Modem Identifies the modem type or manufacturer. Refer to your modem manual or face plate for its type or settings.
To prepare a Macintosh for a modem HotSync operation: 1. Confirm that the Macintosh modem is connected and turned on, and that no communications applications, such as fax or telephony software, or AppleTalk networking are running on that serial port. Note: Make sure the Macintosh is disconnected from all online services, such as CompuServe and America Online (AOL). This helps to avoid conflicts with the serial port. 2. Double-click the HotSync Manager icon in the Palm folder. 3.
Preparing your handheld There are a few steps you must perform to prepare your handheld for a modem HotSync operation. To prepare your handheld for a modem HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon . . 3. Tap Modem. 4. Tap the pick list below the icon and select a modem configuration. Select a modem configuration Note: If you need to create a configuration, tap the Menu icon and then select Options and Connection Setup.
Note: If you plan to connect to your company’s dial-in server (network modem) instead of connecting to a computer modem, see “Conducting a HotSync operation via a network” later in this chapter. 6. Enter the telephone number to access the modem connected to your computer. 7. If needed, enter a dial prefix (such as “9”) to access an outside line, and then tap the Dial Prefix check box. Tip: You can enter a comma in the field to introduce a “pause” in the dialing sequence.
Note: Applications that do not have a database (such as games) do not synchronize — even if you select the item in the Conduit Setup dialog box. 6. Tap OK. Performing a HotSync operation via a modem After you prepare your computer and your handheld, and select your Conduit Setup options, you are ready to perform a modem HotSync operation. To perform a modem HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon . . 3.
Conducting a HotSync operation via a network When you use the network HotSync technology, you can take advantage of the LAN and WAN connectivity available in many office environments.
4. Click the Network tab and make sure your user name has a check mark next to it. If the check mark is not there, click the check box next to your user name. 5. Click OK. 6. Put your handheld in the cradle and perform a HotSync operation. The HotSync operation records network information about your computer on your handheld. With this information, your handheld can locate your computer when you perform a HotSync operation over the network. To prepare your handheld for a network HotSync operation: 1.
6. Tap OK. 7. Tap Select Service. Tap here Note: See “Network preferences and TCP/IP software” in Chapter 8 for information on creating a network connection. 8. Tap Service and select a service. Tap here 9. Tap Done. 10. Tap the Menu icon . 11. Tap Options, then tap Conduit Setup. Follow the instructions in “Selecting the conduits for a modem HotSync operation” earlier in this chapter.
Performing a network HotSync operation After you prepare your computer and your handheld, and select your Conduit Setup options, you are ready to perform a network HotSync operation. To perform a network Hotsync operation: ■ Tap the modem HotSync icon to begin the operation. 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.
Creating a user profile If you use the File Link feature to configure several Palm OS handhelds with specific information (such as a company phone list) before distributing them to their actual users, you can create a user profile to load the data into an handheld without associating that data with a user name. The User Profile feature is designed only for the first-time HotSync operation, before you assign a User ID to a particular handheld. To create a user profile on a Windows computer: 1.
To create a user profile on a Macintosh: 1. Open Palm Desktop software. 2. From the User pop-up menu, choose Edit Users. 3. Click New 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.
5. Click Yes to transfer all the profile data to the handheld. The next time you perform a HotSync operation, Palm Desktop software prompts you to assign a user name to the handheld. To use a profile for the first-time HotSync operation on a Macintosh: 1. Connect the new handheld to the HotSync cradle. 2. Press the HotSync button on the cradle. 3. Select the profile you want to load on the handheld, and click OK to transfer all the profile data to the handheld.
Chapter 8 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 Stay on in cradle feature, the system, alarm, and game sounds, the Alarm Vibrate and LED features, 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.
Web Clipping Configure your handheld to make a wireless internet connection. To use this feature, you must use Palm Mobile Connectivity Software. Viewing preferences To open the Preferences screens: 1. Tap the Applications icon 2. Tap the Preferences icon . . 3. Tap the pick list in the upper-right corner of the screen. 4. Select the Preferences screen you want to view.
Tip: To restore all of the buttons to their factory settings, tap Default. Pen preferences The Buttons Preferences screen enables you to change the assignment of the full-screen pen stroke. By default, the full-screen pen stroke activates Graffiti Help. Drag to top of screen To change the Pen preferences: 1. Tap Pen. 2. Tap the pick list and select one of the following settings for the fullscreen pen stroke: Backlight Turns on the backlight of your handheld.
Turn Off & Lock Turns off and locks the handheld. You must assign a password to lock the handheld. When locked, you need to enter the password to use your handheld. Beam Data Beams the current record to another Palm OS® handheld. 3. Tap OK. HotSync buttons preferences The Buttons Preferences screen also enables you to associate different applications with the HotSync button on the cradle and the HotSync button on the optional PalmModem® accessory.
Digitizer preferences The Digitizer Preferences screen opens the digitizer calibration screen. This is the same screen that appears when you start your handheld for the first time. You can recalibrate your screen after a hard reset, or if your digitizer drifts. Formats preferences Use the Formats Preferences screen to set the country default and the display format of the dates, times, and numbers on your handheld.
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. Tap the Week starts pick list, and select whether you want the first day of the week to be Sunday or Monday.
To change the cradle setting: ■ Tap the Stay on in Cradle check box to leave your handheld on when it is in the cradle. System, alarm, and game sounds Your handheld uses a variety of sounds. The System, Alarm, and Game Sound settings enable you to turn the sounds on or off, and to adjust the volume level. To set the system and alarm sounds: 1. Tap the System Sound pick list and select the sound level.
Beam Receive You can choose to turn off the Beam Receive feature. This prohibits anyone from beaming information to your handheld. It also results in a slight saving of battery power. To change the Beam Receive setting: ■ Tap the Beam Receive pick list and select On or Off. 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.
Modem via Cradle/Cable: A cable connection between your handheld’s universal connector and a modem for dialing in to a modem that is part of your computer or laptop. PC via Infrared: A connection between the IR port of your handheld and the infrared device of your computer or laptop. A connection between the IR port of your handheld and a modem. The modem can be attached to or within a mobile phone or some other device containing an IR port. (Some IR phones contain modems.
2. Tap Details. Tap here 3. Tap the Speed pick list and select the appropriate speed. 4. Enter the initialization string supplied by the documentation for the modem attached to your mobile phone, if necessary. 5. Tap OK, and then tap OK again to save the configuration. After you create the configuration, you need to set up the HotSync Manager of your Desktop application and the HotSync application of your handheld to perform a modem HotSync operation.
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.
Tap here to display a list of service templates 2. Tap the predefined service template you want to use. Entering a user name The User Name setting identifies the name you use when you log into your Internet Service Provider or your 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.
■ If you enter a password, your handheld displays the word “Assigned” in this field and does not prompt you to enter a password during the login procedure. Note: If you are concerned about security, select the Prompt option and do not enter a password. To enter a password: 1. Tap the Password field. 2. Enter the password you use to log into your server. Enter password here Tap here 3. Tap OK. Note: The Password field updates to display the word “Assigned.
Adding telephone settings When you select the Phone field, your handheld opens a dialog box in which you define the telephone number you use to connect with your ISP or dial-in server. In addition, you can also define a prefix, disable Call Waiting, and give special instructions for using a calling card. Note: The Phone Setup dialog box works correctly for AT&T and Sprint long-distance services.
Select this box if you need to use a prefix Enter your prefix here 2. Enter the prefix. 3. Tap OK. Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected. If your telephone has Call Waiting, you need to disable this feature before logging into your ISP or dial-in server. 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 Enter your disable code here 2.
Using a calling card The Use calling card field enables you to use your calling card when dialing your ISP or Intranet server. Keep in mind that there is usually a delay before you enter your calling card number. When you define your calling card number, you need to add commas at the beginning to compensate for this delay. Each comma delays transmission of your calling card number for two seconds. To use a calling card: 1. Tap the Use calling card check box to select it.
To close a connection: ■ Tap Disconnect to terminate the connection between your handheld and your service. Creating additional service templates You can create additional service templates from scratch or by duplicating existing templates and editing information. After you create a new or duplicate template, you can add and edit settings. To add a new service template: 1. Tap the Menu icon . 2. Tap Service, and then tap New. An Untitled service template is added to the Service pick list.
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 Note: 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.
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.
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. 4. Tap OK.
■ In the Login Script dialog box on your handheld, accessed from the Details dialog box in Network Preferences 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 D 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.
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. This command takes two arguments, separated by a vertical bar (|) on the input line.
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.
Options menu TCP/IP troubleshooting If you are having a problem establishing a network connection using TCP/IP, check this section and 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.
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.
Creating a ShortCut You can create a ShortCut for any words, letters, or numbers. All ShortCuts you create appear on the list in the ShortCut Preferences screen. All the ShortCuts are available in any of your handheld applications and are backed up on your computer when you perform a HotSync operation. 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.
Editing a ShortCut After you create a ShortCut, you can modify it at any time. To edit a ShortCut: 1. Tap the ShortCut you want to edit. 2. Tap Edit. 3. Make the changes you want and tap OK. Deleting a ShortCut If you no longer need a ShortCut, you can delete it from the list of ShortCuts. To delete a ShortCut: 1. Tap the ShortCut you want to delete. 2. Tap Delete. 3. Tap Yes.
Page 226 Setting Preferences for Your Handheld
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.
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 a few minutes each day. You can conserve battery life by minimizing the use of the backlight feature, and changing the Auto-off setting that automatically turns the handheld off after a period of inactivity. See “General preferences” in Chapter 8 for more information.
Resetting your handheld Under normal circumstances, you will not have to use the reset button. On rare occasions, however, your handheld may no longer respond to buttons or the screen. In this case, 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. All records and entries stored in your handheld are retained with a soft reset.
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. Note: You can restore any data previously synchronized with your computer during the next HotSync operation. To perform a hard reset: 1. Hold down the power button on the front panel of the handheld. 2.
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. Note: 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. Thereafter, whatever you selected as the default setting is used when you click the Default button in the Custom dialog. 7.
To restore your data from a Macintosh 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. Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings.
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 Windows your computer or on your installation CD for Macintosh users ■ The Helpnote folder located in the folder where you installed the Palm Desktop software on your Windows computer (or
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. 2.
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 upperright corner of the Graffiti® writing area, if your handheld supports contrast adjustment (available on some models). If the Contrast dialog box appears, adjust the contrast by holding down the up scroll button for a few seconds.
I get a warning message telling me my handheld memory is full. ■ Purge records from Date Book and To Do List. This deletes To Do List items and past Date Book events from the memory of your handheld. See “Purging records” in Chapter 5. You may need to perform a HotSync operation to recover the memory. ■ Delete unused memos and records. If necessary, you can save these records. See “Deleting records” in Chapter 5.
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 8. When I tap the Menu Not all applications or screens have menus. Try changing to a different application. icon , nothing happens. I can’t get my handheld to recognize my handwriting. Appendix B ■ For your handheld to recognize handwriting input with the stylus, you need to use Graffiti writing.
Application problems Problem Solution I tapped the Today button, but it does not show the correct date. Your handheld is not set to the current date. Make sure the Set Date box in the Date and Time Preferences screen displays the 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). Choose All to display all of the records for the application.
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 HotSync cradle 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.
I did a HotSync operation, but one of my applications did not synchronize. ■ On a Windows computer, click the HotSync Manager and choose Custom. Check that the correct conduit is active. ■ On a Macintosh, double-click the HotSync Manager icon. From the HotSync menu, choose Conduit Settings. Select your user name from the User pop-up menu, and check that the correct conduit is active. I am using Outlook as my PIM, but I cannot do a HotSync operation. ■ Click the HotSync Manager and choose Custom.
I tried to do a local HotSync operation, but it did not complete successfully. (continued) On a Windows computer, try each step in turn: ■ Make sure HotSync Manager is running. If it is running, close it, and restart it. ■ Make sure you selected Local USB or Local Serial, as appropriate, from the HotSync Manager menu. ■ If you are using the serial cradle, make sure you selected the correct serial port on the Local tab in the Setup dialog.
I tried to do a local HotSync operation, but it did not complete successfully. (continued) ■ If you are using the optional serial cradle, make sure you aren’t running a program, such as America Online, fax or telephony software, or AppleTalk networking that uses the serial port you selected in the Serial Port Settings tab. I tried to do a modem HotSync operation, but it did not complete successfully.
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.) On a Macintosh, check the following: ■ Make sure Modem is selected on the Serial Port Settings tab in the HotSync Software Setup window.
I tried to do a modem HotSync operation, but it did not complete successfully. (continued) I can’t perform an IR HotSync operation. Page 244 ■ If the telephone line you are using has Call Waiting, make sure you selected the Disable call waiting option under Modem Sync Phone Setup on your handheld and entered the correct code. ■ Make sure the telephone line you are using is not noisy, which can interrupt communications. ■ Check the batteries in your modem and replace them if necessary.
My handheld appears to freeze when I place it near my computer. Move your handheld away from the computer’s infrared port. When I press the HotSync button on the cradle, nothing happens on Palm Desktop software and my handheld times out. ■ Make a copy of your Palm folder. Uninstall, then reinstall Palm Desktop software. ■ Turn on your handheld and tap the Applications icon. Tap the HotSync icon, then tap Local.
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. Assign a user name to your handheld the first time you perform a HotSync operation. ■ Please be aware that synchronizing more than one handheld with the same user name causes unpredictable results and, potentially, loss of your personal information.
Recharging problems Problem Solution When I place my handheld in the cradle, the LED indicator does not go on. ■ Confirm that your handheld is well seated in the cradle. ■ Confirm that your recharger cable is properly connected to the back of the cradle’s USB or serial port connector that plugs into your computer. ■ Confirm that your recharger is plugged into an AC outlet that has power. Password problems Problem Solution I forgot the password, and my handheld is not locked.
I forgot the password and my handheld is 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 must perform a hard reset to continue using your handheld. See “Performing a hard reset” in Appendix A for more information. ■ 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 C Creating a Custom Expense Report This section explains how to modify existing Expense application templates and how to create your own custom expense report templates for use with the Expense application. Note: This section assumes that you are familiar with Microsoft Excel or a similar spreadsheet application. If you are not familiar with Microsoft Excel, consult your company’s Information Services department or another experienced user.
Customizing existing sample templates Four sample Expense Report templates come with Palm Desktop software. These templates are stored in the Template folder (which is in the same folder as the Palm Desktop software application). If the layout of one (or more) of these templates is appropriate for your reporting needs, you can easily customize the templates with your company name and other information. To customize a sample Expense Report template: 1.
5. Click the Save as type drop-down list and choose Template (*.xlt). 6. Navigate to the Template folder (in the Palm Desktop software directory). If you do not need to change the Maptable.xls file, save the template file with its original file name (e.g., Sample2.xlt). If you do need to change the Maptable.xls file, give your modified template a unique name. Be sure to use the .xlt file suffix, which defines the file as a Microsoft Excel template. Note: 7.
common for an Expense report to have more than one Section. For example, the following sample Expense Report named Sample3.xlt contains several Sections. Section 1 (not prepaid) Section 2 (prepaid) Section 3 Because your Expense data maps to row and column areas of your final report, different Sections require different definitions for the data mapping. To create additional Sections with different mapping, you create corresponding additional lines to the mapping table file named Maptable.xls.
Column Headings option in the Sheet settings of the Page Setup command. This enables you to quickly determine the size of the Section(s), as well as the numbers for the start rows and columns. ■ On the printed copy, identify the data Sections. A Section is an area of data with common row and column formatting. A yellow highlighter marking pen can make it easy to see the Sections as you work with programming the mapping table.
All rows related to template are selected 4. From the Edit menu, choose Copy. 5. Scroll down to a blank area of the Maptable.xls file (below the rows used for Sample4.xlt), and click on a row number to select a blank row. 6. From the Edit menu, choose Paste. A copy of the rows you selected in step 3 is pasted into the Maptable.xls file. 7. Name the table. In the cell immediately to the right of the cell entitled Template Name, enter the exact file name of your custom Expense Report template. 8.
You may add or delete rows as necessary so that the total number of rows corresponds to the number of Sections in your custom Expense Report. To clear all of the existing settings in a row, click to select the row and press Ctrl+Delete. Name each row to correspond to a Section of your custom Expense Report. 9. The orientation of the data fields (Row, Column) appears in the yellow section of the table. Determine the Label settings.
dates appears in the light blue columns (14–17). In the Date cell, enter the row or column number where all the date information will be placed. In the Dates cell, enter the number of blank columns (or rows) separating the date fields. If there are no blank columns (or rows) between date entries, leave this number set to zero. In the Start Day cell, enter the day of the week that starts the expense reporting period. Enter a three-character abbreviation for the day (e.g., Sun, Mon, Tue).
snacks. In the previous example, all expense items would be populated into row/column 4 of the custom Expense Report. 14. Complete the table. All of the remaining columns (49–57) in the table are used to define the column or row number that corresponds to the description. 15. Mark a Section for prepaid expenses (yellow column). If a row in the map table is for prepaid (company paid) expenses, type a “yes” in the cell on that Section’s row.
Expense file details The Expense.txt file contains four groups of data. It will be easier to see these four distinct groups of data if you open the file with a spreadsheet application. Trips Shows the number of Expense application categories, and lists each one followed by an “end” statement. Currency Shows how many currencies were used for the Expense data, and lists the countries that correspond to that currency. Trip Shows the number of expenses by category, and lists the expenses for each category.
Appendix D 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.
Examples: ■ \^ Includes a caret as part of the string ■ \< Includes a < as part of the string ■ \\ Includes a backslash as part of the string Page 260 Non-ASCII Characters for Login Scripts
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.
Canadian ICES-003 Statement This Class B digital apparatus meets all requirements of the Canadian InterferenceCausing 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.
Advarsel Eksplosjonsfare ved feilaktig skifte av batteri. Benytt samme batteritype eller en tilsvarende type anbefait av apparatfabrikanten. Brukte batterier kasseres i henhold til fabrikantens instruksjoner. Waarschuwing! Bij dit produkt zijn batterijen geleverd. Wanneer deze leeg zijn, moet u ze niet weggooien maar inleveren als KCA.
Page 264 Product Regulatory Information
Index A ABA (Address Book archive file) 39 Accented characters Graffiti writing 35 onscreen keyboard 38 Add-on applications 46–51 Address Book *If Found Call* entry 113 adding custom fields 116 archive files (.
See also Infrared Bold font for text 95 Business card for beaming 167 Buttons preferences 200 C Calculator buttons explained 128–129 memory 128 opening 72 overview 71 recent calculations 71, 129 Calibration 15, 203, 237 Call Waiting, disabling 190, 213 Calling card, using in phone settings 190, 214 Capital letters (Graffiti writing) 32 Card.
To Do List items 117 Currency default 135 defining 136 for Expense items 134, 135 Current date 238 Current time 18 Custom currencies and symbols 136 expense reports 249–258 fields in Address Book 116 Customizing. See Preferences Cutting text 75 Cycling through views 68, 69, 70, 71 D Data entry. See Entering data Date displaying in Clock 132 setting current 25, 238 Date and Time preferences 25 Date Book adding Address Book data to records 88–89 Agenda view 108 alarm 101 archive files (.
See also PIM Dialing 115 Digitizer 15, 203, 237 DNS (Domain Naming System) 217 Double-booked events 107 Draft e-mail 155 Dragging memos into other applications 71 stylus to activate features 201 using the stylus 15 E Editing records 73–75 unsent e-mail 154 E-mail addresses in Address Book 113, 114 looking up 150–151 E-mail items.
Formats preferences 203 Frozen handheld 236 applications 178–179, 231, 232 conduits for synchronizing applications, Macintosh 179–180 customizing 178, 179 defined 77 first-time operation 78–82, 196–198 for managing desktop E-Mail 145–146 HotSync Manager 77 IR operation 181–185 linking to external files 195 local operation 78, 172, 240, 241, 242 local operation on Macintosh 81 modem operation 173, 186–191, 242–244 modem settings 187 network operation 192–195 operations using cradle 185, 206 operations using
Infrared connections 207 HotSync operations 182–184, 207–208 port 5, 181 problems with IR HotSync operations 244 requirements for computer 181 Initialization string 208 Installing applications 46–50 conduit to install applications 178 Desktop software 13 Mail. See Mail, desktop configuration International characters Graffiti writing 35 onscreen keyboard 38 IP address 215, 217 IR port See also Beaming and Infrared IR. See Infrared IrCOMM 181, 207 IrDA (Infrared Data Association) 181 Items.
synchronizing 146 truncating 165 viewing e-mail 146 Maintenance information 227 Masking records 92 Memo Pad adding Address Book data to records 88–89 archive files (.mpa) 39 categorizing records 82 conduit for synchronizing 178 creating records 73, 125 deleting records 75, 104 dragging memos into other applications 71 fonts 95 menus 127, 129 opening 71 overview 71 private records 94 reviewing memos 126 sorting records 91, 238 Memory amount of free 248 for beaming 246 Calculator 128 regaining 76, 236 Memos.
O 1-2-3, for expense reports 257 Onscreen keyboard 22, 37, 75 pen stroke to open 201 Opening Address Book 69 applications 17–18 Calculator 72 Clock 73, 130 Date Book 68 Expense 72 Mail 146 Memo Pad 71 Note Pad 70 To Do List 70 Organizer (Lotus PIM) 39 Outbox 154, 158 Outlook, connecting to 14, 240 Overlapping events 107 Owner preferences 223 P Palm Desktop software.
Q Quattro Pro, for expense reports 257 R Range of times in Day view 111 Reading e-mail on handheld 146 Receipts, recording in Expense 134 Receiving data.
e-mail 147–149, 154 Serial port 173, 176, 177, 186, 188 Service selecting for network 209 templates 215, 221 Settings. See Preferences ShortCuts backing up 178 managing 224–225 menu commands 20 predefined 37 using 37 Showing dates in Mail list 158 Signature for e-mail 153–154 Soft reset 229 Sorting applications 44 e-mail items 159 records 90–92, 238 Sounds.
pen stroke for 202 problems with 236 Turning on handheld application buttons 6 displaying owner’s name 223 power button 5 problems with 235 V VCal 39 VCard 39 Vendor for Expense item 135 Vibrate alarm 205 W U Undoing actions 74 Uninstalling Desktop software 51 Universal connector 9, 59, 206 Unresponsive handheld 236 Unsent e-mail, editing 154 Untimed events 97, 100, 101, 102 Updating data.
Page 276 Index
