Handbook for Palm™ Zire™ Handheld
Copyright Copyright © 2002 Palm, Inc. All rights reserved. Graffiti, HotSync, and Palm OS are registered trademarks of Palm, Inc. The HotSync logo, Palm, Palm Powered, the Palm logo, and Zire are trademarks of Palm, Inc. Other product and brand names may be trademarks or registered trademarks of their respective owners. Disclaimer and Limitation of Liability Palm, Inc. assumes no responsibility for any damage or loss resulting from the use of this guide. Palm, Inc.
Contents About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Chapter 1: Setting Up Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Step 1: Charge your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3 Step 2: Set up your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4 Step 3: Connect the HotSync cable . . . . . . . . . . . . . . .
Contents The Graffiti® alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26 Writing capital letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Writing numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27 Graffiti numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Writing punctuation marks . . . . . . .
Contents Installing and removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Installing add-on applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Removing Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Chapter 5: Using Address Book . . . . . . . . . . . . . . . . . . . . . . .
Contents Chapter 9: Using Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 Adding expense items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Changing the date of an Expense item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Entering receipt details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93 Customizing the Currency pick list . . . . . . . . . . . . . . . .
Contents Chapter 13: Using To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 Creating list items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117 Setting priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118 Checking off a To Do List item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119 Changing To Do List item details . . .
Contents General preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148 Auto-off delay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149 On while charging settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149 System, alarm, and game sounds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150 Beam Receive . . . . . . . . . . . . . . . . . . . .
Contents Password problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182 Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183 Appendix C: Non-ASCII Characters for Login Scripts . . . . . . . . . . . . . . . . 185 Use of ^char . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185 Carriage return and line feed . . . . . . . . . . .
Contents x
About This Book Welcome to the Palm™ Zire™ handheld. This handbook is designed to help you get up and running quickly on your handheld. It describes all you need to know about how to use your handheld and the applications that come with it.
About This Book 2
CHAPTER 1 Setting Up Your Handheld This chapter explains how to charge and set up your handheld, install Palm™ Desktop software on your desktop computer, and perform a HotSync® operation. It also lists system requirements. If you are upgrading from another Palm OS® handheld, see “Upgrading from another Palm OS handheld” later in this chapter. Step 1: Charge your handheld Plug the power adapter into an electric outlet, and connect the adapter to your handheld. Charge the handheld for three hours.
Chapter 1 Setting Up Your Handheld Step 2: Set up your handheld Detach the power adapter from the handheld. Press the power button. Remove the stylus and use it to complete Setup on your handheld. Step 3: Connect the HotSync cable Connect the HotSync cable to your handheld and your computer. To connect the HotSync cable: 4 1. Plug the USB connector on the cable into a USB port on your computer. 2. Plug the other end into the connector on the handheld.
Step 4: Install Palm Desktop software and perform a HotSync operation Step 4: Install Palm Desktop software and perform a HotSync operation To install software: ■ Put the Palm Desktop CD into your computer’s CD-ROM or DVD drive and follow the onscreen installation instructions. Windows: If the CD does not start automatically, double-click the autorun.exe file found on the CD. Some systems may require administrator rights to install software. Mac: Double-click the CD-ROM icon that appears on the desktop.
Chapter 1 Setting Up Your Handheld ■ CD-ROM or DVD drive (Palm Desktop software is supplied on a CD-ROM disc. Check www.palm.com for updates and new versions of the software.) ■ One available USB port ■ Mouse or equivalent Minimum requirements: Mac ■ Apple Macintosh or compatible with a PowerPC processor ■ Mac OS version 9.0 or higher with 12MB RAM or Mac OS X, version 10.1.
Congratulations! Congratulations! You’ve set up your handheld and installed Palm Desktop software. For comprehensive information about using your handheld, continue reading this electronic Handbook. For more information about using Palm Desktop software, see the following: ■ The Windows tutorial for Palm Desktop software, Quick Tour. To access this tutorial, go to the Help menu in Palm Desktop software and choose Quick Tour. ■ The online help for Palm Desktop software.
Chapter 1 8 Setting Up Your Handheld
CHAPTER 2 Exploring Your Handheld Palm™ Zire™ handhelds will help you stay organized and on time, and keep up with daily tasks while you are away from your desk.
Chapter 2 Exploring Your Handheld Zire handheld components Take a few minutes to familiarize yourself with the features of your handheld. Locating front panel controls Screen Graffiti® writing area Scroll buttons/ Clock control Power button Application buttons Screen Scroll buttons/ Clock control Displays the applications and information stored in your handheld. It is touch-sensitive and responds to the stylus. Displays text and other information that extends beyond the handheld screen area.
Zire handheld components Application buttons Activates the individual handheld applications that correspond to the icons on the buttons: Date Book and Address Book. If your handheld is turned off, pressing either application button activates the handheld and opens the corresponding application. This is the fastest way to open an application. TIP See “Buttons preferences” in Chapter 15 for details on reassigning these buttons to activate any application on your handheld.
Chapter 2 Exploring Your Handheld Locating top components AC power connector USB connector IR port IR port USB connector AC power connector Uses infrared technology to transmit data to and receive data from other Palm OS® handhelds, and to perform HotSync® operations. See “Beaming data” in Chapter 3 and see “IR HotSync operations” in Chapter 14 for more information. Connects your handheld to the cable which connects to the USB port of your computer.
Using your handheld with a PIM To remove the cover: 1. Open the cover and grasp the back flap. 2. Gently slide the cover to one side until the rail slides out from the groove on the back of your handheld. Do not pull the rail out of the groove. Using your handheld with a PIM Your handheld comes with a personal information manager (PIM), Palm Desktop software.
Chapter 2 Exploring Your Handheld Contrast control Clock ABC 123 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. You can also press the up and down scroll buttons to adjust the contrast. Tap the Clock icon to briefly display the time and date. With the cursor in an input field, tap “ABC” to activate the alphabetic keyboard.
Tapping and typing 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.
Chapter 2 Exploring Your Handheld ■ Select options in dialog boxes ■ Open the onscreen keyboards Just as you can drag the mouse to select text or move objects on your computer, you can also drag the stylus to select text. You can also use the stylus to drag the slider of any scroll bar. Entering data There are several ways to enter data into your handheld: ■ Using the onscreen keyboard. ■ Using Graffiti writing. ■ Using Note Pad.
Entering data 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 3 for more information.
Chapter 2 Exploring Your Handheld NOTE A blinking cursor appears on the first line of the new memo to indicate where the new text will appear. New memo cursor Tap New Write in Graffiti area See “Using Graffiti writing to enter data” in Chapter 3 for details. Note Pad The Note Pad application provides a place where you can write a quick note in your own handwriting directly on your handheld screen. Think of Note Pad as a virtual “sticky pad” for short notes.
Customizing your handheld After the information is in Palm Desktop software, perform a HotSync operation to synchronize your handheld with your computer. See “Performing cable HotSync operations” in Chapter 14 for more information. Importing data If you already have data in a database on your computer, you can import it into Palm Desktop software. You can import data stored in computer applications such as spreadsheets and databases, or from another Palm OS handheld.
Chapter 2 Exploring Your Handheld To set the date: 1. Tap the Set Date box. 2. Tap the arrows to select the current year. Tap arrows to select year Tap to select month Tap to set date 3. Tap a month. 4. Tap the current date. Tap to select date To set the time: 20 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.
Customizing your handheld To set the time zone: 1. Tap the Set Time Zone box. 2. Tap a time zone. 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. TIP 3. Tap OK. To set the daylight saving switch: ■ Tap the Daylight Saving pick list, and then tap Off or On.
Chapter 2 22 Exploring Your Handheld
CHAPTER 3 Entering Data in Your Handheld This chapter explains how to enter data into your handheld.
Chapter 3 Entering Data in Your Handheld Using Graffiti writing to enter data Chapter 2 introduced Graffiti writing and briefly described how to use it to enter text in your applications. In this section, you learn the procedures for creating letters, numbers, punctuation, and symbols, as well as some Graffiti tips and tricks. Writing Graffiti characters Most people find they can enter text quickly and accurately with only minutes of practice.
Using Graffiti writing to enter data To write Graffiti letters: 1. Tap the screen where you want your text to go. NOTE You need to tap above the Graffiti writing area, and must see a blinking cursor before you write the text. 2. Use the tables on the following pages to find the stroke shape for the letter you want to create. For example, the stroke shown below creates the letter “n.” NOTE There are two different stroke shapes available for some letters.
Chapter 3 Entering Data in Your Handheld ■ Write at natural speed. Writing too slowly can generate recognition errors. ■ Do not write on a slant. Vertical strokes should be parallel to the sides of the Graffiti writing area. ■ Press firmly.
Using Graffiti writing to enter data Writing capital letters You make capital letters with the same stroke shapes as the basic alphabet characters. To make capital letters, you must first “shift” to caps—just as you press the Shift key on a keyboard—and then write the character strokes. NOTE Graffiti writing includes a feature that automatically capitalizes the first letter when you create a new sentence or a new record (by tapping New or a blank line).
Chapter 3 Entering Data in Your Handheld Graffiti numbers Number Strokes Number 0 5 1 6 2 7 3 8 4 9 Strokes Writing punctuation marks Graffiti writing can create any punctuation symbol that you can enter from a standard keyboard. All punctuation marks begin with a single tap on the Graffiti writing area. When you make this tap, you activate Punctuation Shift and a dot appears to show it is active. The next stroke you make with the stylus creates a punctuation mark.
Using Graffiti writing to enter data Additional Graffiti punctuation @ # % ^ & * < \ { } [ ] ~ ` > — + = : " tab ; | Writing symbols and extended characters All symbols and extended characters begin with the Symbol Shift stroke in the Graffiti writing area of your handheld: Symbol Shift When the Symbol Shift is active, a slanted shift symbol appears in the lower-right corner of the screen. The next stroke that you make creates the symbol or extended character.
Chapter 3 Entering Data in Your Handheld Accent strokes a a a a a a Using these accent strokes, you can write the following accented letters: à á â ã ä å è é ê ë ì í î ï ò ó ô õ ö ù ú û ü ÿ ý ñ Additional non-English characters You can write the following characters without any special punctuation or shifting: c ae NOTE You must write these non-English characters in the left side of the Graffiti writing area.
Using Note Pad might create a ShortCut for your name, or for the header of a memo. See “ShortCuts preferences” in Chapter 15 to learn about creating your own ShortCuts. To use a ShortCut, draw the ShortCut stroke followed by the ShortCut characters. When you draw the ShortCut stroke, the ShortCut symbol appears at the insertion point to show that you are in ShortCut mode.
Chapter 3 Entering Data in Your Handheld Beaming data Your handheld is equipped with an IR port that is located at the top of the handheld, behind the dark shield. The IR port supports the IrCOMM implementation of the standards for infrared communication established by the Infrared Data Association (IrDA).
Beaming data For best results, Palm handhelds should be between 10 centimeters (approximately 4 inches) and 1 meter (approximately 39 inches) apart, and the path between the two handhelds must be clear of obstacles. Beaming distance to other devices may be different. TIP 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. Tap the Home icon . 2. Tap the Menu icon . 3. Tap Beam on the App menu.
Chapter 3 Entering Data in Your Handheld Tips on beaming information ■ You can set the full-screen pen stroke to beam the current entry. See “Pen preferences” in Chapter 15 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.
Importing data To import data from a Windows computer: 1. Open Palm Desktop software. 2. Click the application into which you want to import data. 3. If you are importing records that contain a field with category names, do the following: – Select All in the Category box. – Be sure that the same categories that appear in the imported file also exist in the application. If the categories do not exist, create them now; otherwise, the records are imported into the Unfiled category. 4.
Chapter 3 Entering Data in Your Handheld ■ Newton running OS 1.0 with Newton Connection Kit: Names; Date Book Calendar; and Notepad (text file) ■ Now Contact (text file) ■ Now Up-to-Date (text file) ■ QuickDex (text file) ■ TouchBase Pro (text file) Palm Desktop software can also import data in the following file formats: ■ Tab delimited (.tab, .tsv, .txt) ■ vCal (.vcs): Date Book only ■ vCard (.vcf): Address Book only To import data from a Mac: 1. Open Palm Desktop software. 2.
CHAPTER 4 Working with Applications This chapter explains how to open and 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. Opening applications Tapping the Home icon opens the Applications Launcher, which allows you to open any application installed on your handheld.
Chapter 4 Working with Applications To open an application on your handheld: 1. Tap the Home icon . 2. Tap the icon of the application that you want to open. If you have many applications installed on your handheld, tap the scroll bar to see all of your applications. To find an application quickly, you can write the Graffiti ® character for the first letter of its name. The Applications Launcher scrolls to the first application with a name that begins with that letter.
Changing the Applications Launcher display 4. Tap the pick list next to each application to select a category. 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. TIP 5. Tap Done. To display applications by category: 1. Tap the Home icon . 2. Do one of the following: – Tap the Home icon repeatedly to cycle through all your categories.
Chapter 4 Working with Applications 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 Home 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. 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.
Using menus To open the menu bar: 1. Open an application (such as Memo Pad). 2. Do one of the following: – Tap the Menu icon . – Tap the inverted title area at the top of the screen. Tap the title area Tap the Menu icon In this example, three menus are available: Record, Edit, and Options. The Record menu is selected and contains the commands New Memo, Delete Memo, and Beam Memo. Choosing a menu After you open the menu bar for an application, tap the menu that contains the command you want to use.
Chapter 4 Working with Applications Draw the Command stroke anywhere in the Graffiti area. When you draw the Command stroke, the Command toolbar appears just above the Graffiti writing area to indicate that you are in Command mode. Command Stroke Undo Cut Copy Paste Beam Delete The command toolbar displays context-sensitive menu commands for the current screen. For example, if text is selected the menu icons displayed may be undo, cut, copy, and paste.
Common tasks 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. Creating records You can use the following procedure to create a new record in Date Book, Address Book, To Do List, Note Pad, Memo Pad, and Expense. To create a record: 1. Select the application in which you want to create a record. 2. Tap New. 3.
Chapter 4 Working with Applications Entering text For information on how to enter text using Graffiti writing, the onscreen keyboard, or the keyboard attached to your computer, see Chapter 3. For information on entering text in Note Pad, see Chapter 11. Edit menu The Edit menu is available with any screen where you enter or edit text. In general, commands available in the Edit menu apply to text that you select in an application. To select text in an application: 1.
Common tasks Deleting records To delete a record: 1. Select the record you want to delete. 2. Tap the Menu icon 3. Tap Record, and then tap the Delete command: Date Book: Delete Event Address Book: To Do List: Note Pad: . Delete Address Delete Item Delete Note 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 selected.
Chapter 4 Working with Applications prove useful later, you can purge them from your handheld and save them in an archive file on your computer. Purging is not available in Address Book, Note Pad, or Memo Pad; you must delete outdated records manually from these applications. To purge records: 1. Open the application. 2. Tap the Menu icon 3. Tap Record, and then tap Purge. . A confirmation dialog box appears. Tap the pick list and select how old a record must be to be purged.
Common tasks 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.). Expense contains two user-defined categories, New York and Paris, to show how you might sort your expenses according to different business trips. NOTE The illustrations in this section come from Address Book, but you can use these procedures in all the applications in which categories are available.
Chapter 4 Working with Applications 2. Select the category you want to view. The list screen now displays only the records assigned to that category. Pressing an application button on the front panel of the handheld toggles through all the categories of that application. TIP To define a new category: 1. Tap the category pick list in the upper-right corner of the list screen. Tap here 2. Tap Edit Categories. 3. Tap New. 4. Enter the name of the new category, and then tap OK. 5. Tap OK.
Common tasks To rename a category: 1. Tap the category pick list in the upper-right corner of the list screen. 2. Tap Edit Categories. 3. Select the category that you want to rename, and then tap Rename. 4. Enter the new name for the category, and then tap OK. 5. Tap OK. You can group the records in two or more categories into one category by giving the categories the same name.
Chapter 4 Working with Applications Using Find You can use Find to locate any text that you specify, in any application that resides on your handheld. To use Find: 1. Tap the Find icon . If you select text in an application before you tap Find, the selected text automatically appears in the Find dialog box. TIP 2. Enter the text that you want to find. Find is not case-sensitive. For example, searching for the name “davidson” also finds “Davidson.
Common tasks The list scrolls to the first record in the list that starts with the first letter you enter. Continue to spell the name you’re looking for, or when you see the name, tap it. 5. Tap Add. 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.
Chapter 4 Working with Applications 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.
Common tasks 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.
Chapter 4 Working with Applications Address Book: Note Pad: Memo Pad: 5. Do one of the following: Address Book: Note Pad: Tap the Sort by pick list and select Alphabetic, Date, or Manual. Memo Pad: 6. Tap the setting you want. Tap the Sort by pick list and select Alphabetic or Manual. Tap OK. To sort the Note Pad or Memo list manually, tap and drag a memo or note to a new location in the list.
Common tasks 3. Tap Details. 4. Tap Note. 5. Enter your note. 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: ■ Tap the Note icon . To delete a note: 1. Tap the Note icon 2. Tap Delete. 3. Tap Yes. . Choosing fonts In many applications, you can change the font style to make text easier to read. You can choose a different font style for each application.
Chapter 4 Working with Applications 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.
Installing and removing applications Receiving reminders from Palm Desktop software You can also set an option to receive Date Book event alerts from Palm Desktop software. The feature is disabled by default, so you must enable it within Palm Desktop software. To enable an event alert from Palm Desktop software: 1. Double-click the Palm Desktop icon. 2. From the Tools menu, select Options, and then select Alarms. 3.
Chapter 4 Working with Applications To install add-on software on your handheld using a Windows computer: 1. On your computer, copy or download the application you want to install into the Add-on folder in your Palm Desktop directory on your computer. NOTE If the software you download is compressed, you need to decompress it into this folder. If you prefer to place the application into another folder, you need to navigate to that folder before you complete step 5. 2.
Installing and removing applications 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. Click Done to close the Install Tool window. 9. Perform a HotSync operation to install the selected application(s). See “Performing HotSync® Operations” in Chapter 14 for details.
Chapter 4 Working with Applications 6. Select the Add-on folder from the pop-up menu. 7. Select the application you want to install. If the file you want to install is not listed in the dialog box, go to the folder where you copied the file. Most Palm™ application files have the extension PRC, PDB, PQA, or SCP. 8. Click Add File to add the selected application to the Install Handheld Files list. You can also drag files or folders to the list in the Install Handheld Files dialog box.
Installing and removing applications 4. Tap the application that you want to remove. 5. Tap Delete. 6. Tap Yes. 7. 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, select Settings, and then select Control Panel. 2. Double-click the Add/Remove Programs icon. 3. Select Palm Desktop. 4. Click Add/Remove.
Chapter 4 Working with Applications 6. Select the folder that contains your Palm Desktop software files. 7. Click Remove. NOTE This process removes only the application files. The data in your Users folder remains untouched. 8. 62 Restart your computer.
CHAPTER 5 Using Address Book Address Book enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. Use Address Book to do the following: ■ Quickly look up or enter names, addresses, phone numbers, and other information. ■ Enter up to five phone numbers (home, work, fax, mobile, etc.) or e-mail addresses for each name. ■ Define which phone number appears in the Address list for each Address Book entry.
Chapter 5 Using Address Book Creating an Address Book entry A record in Address Book is called an “entry.” You can create entries on your handheld, or you can use Palm™ Desktop software to create entries on your computer and then download the entries to your handheld with your next HotSync® operation. Palm Desktop software also has data import capabilities that enable you to load database files into Address Book on your handheld.
Selecting types of phone numbers NOTE As you enter letters in the Title, Company, City, and State fields, text appears for the first logical match that exists in your Address Book. As you enter more letters, a closer match appears. For example, you may already have Sacramento and San Francisco in your Address Book. As you enter “S” Sacramento appears, and as you continue entering “a” and “n” San Francisco replaces Sacramento. As soon as the word you want appears, tap in the next field to accept the word.
Chapter 5 Using Address Book 3. Tap the pick list next to the label you want to change. Tap triangle 4. Select a new label. Changing address entry details The address entry details dialog box provides a variety of options that you can associate with an entry. To open the address entry details dialog box: 1. Tap the entry whose details you want to change. 2. Tap Edit. 3. Tap Details. 4.
Address Book menus 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 4 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.
Chapter 5 68 Using Address Book Rename Custom Fields These custom fields appear at the end of the Address Edit screen. Rename them to identify the kind of information you enter in them. The names you give the custom fields appear in all entries. About Address Book Shows version information for Address Book.
CHAPTER 6 Using Calculator Calculator enables you to perform addition, subtraction, multiplication, division, and square root operations. Use Calculator to do the following: ■ Perform basic calculations. ■ Store and retrieve values. ■ Display the last series of calculations, which is useful for confirming a series of “chain” calculations. To open Calculator: 1. Tap the Home icon . 2. Tap the Calculator icon .
Chapter 6 Using Calculator Places the current number in memory. Each new number you enter with the M+ button is added to the total already stored in memory. The number that you add can be either a calculated value or any number you enter by tapping the number buttons. Tapping this button has no effect on the current calculation (or series of calculations); it merely places the value into memory until it is recalled. Recalls the stored value from memory and inserts it in the current calculation.
Calculator menu Calculator menu Calculator menus are shown here for your reference, and Calculator features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 4 for information about choosing menu commands. Options menus About Calculator Shows version information for Calculator.
Chapter 6 72 Using Calculator
CHAPTER 7 Using Clock Clock enables you to view the current time and date and to set an alarm. Use Clock to do the following: ■ View the current time and date. ■ Open a preferences screen where you can set the time and date for all the applications on your handheld. ■ Set an alarm. To open Clock: 1. Tap the Home icon 2. Tap the Clock icon . . Clock makes it easy for you to check the time and date, and provides a convenient travel alarm feature.
Chapter 7 Using Clock Setting an alarm You can set an alarm to alert you at a particular time. To set an alarm: 1. Tap the Home icon . 2. Tap the Clock icon . 3. Tap the Alarm box to open the Set Alarm dialog box. 4. Tap the time columns to set the hour and minute. 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.
Clock menus Clock menus Clock menus are shown here for your reference, and Clock features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 4 for information about choosing menu commands. Options menu Display Options Allows you to choose which information appears on the Clock screen. ■ Day. Activates the day of the week display. When it is on, the day appears above the time. ■ Alarm Preferences ■ Date. Activates the date display.
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CHAPTER 8 Using Date Book Date Book lets you quickly and easily schedule appointments or any kind of activity associated with a time and date. Use Date Book to do the following: ■ Enter a description of your appointment and assign it to a specific time and date. ■ Display a chart of your appointments for an entire week. The Week View makes it easy to spot available times and any potential scheduling overlaps or conflicts.
Chapter 8 Using Date Book NOTE Press the Date Book application button repeatedly to cycle through the Day, Week, Month, and Agenda views. 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. You can enter a new event on any of the available time lines.
Scheduling an event 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 You can also open the Set Time dialog box (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. TIP 4.
Chapter 8 Using Date Book To schedule an event for another day: 1. Select the date you want for the event by doing one of the following: – Tap the day of the week that you want in the date bar at the top of the screen. If necessary, tap the Previous week or Next week scroll arrows to move to another week. Previous week Next week Tap to select a day of the current week You can also use the scroll button on the front panel of your handheld to move forward or backward one day at a time.
Rescheduling an event 3. Tap No Time, so that no start or end times are defined for the new event. You can also create a new untimed event by making sure no event is selected and then writing letters in the Graffiti writing area. TIP 4. Enter a description of the event. New untimed event No time selected 5. Tap a blank area on the screen to deselect the untimed event.
Chapter 8 Using Date Book Setting an alarm for an event The Alarm setting enables you to set an alarm for events in your Date Book. You can set an alarm to notify you minutes, hours, or days before an event. The default Alarm setting is 5 minutes before the time of the event, but you can change this to any number of minutes, hours, or days. When you set an alarm, the alarm icon appears to the far right of the event with the alarm. When the alarm occurs, a reminder message also appears onscreen.
Scheduling repeating or continuous events Setting an alarm for an untimed event You can set a silent alarm for an untimed event. In this case, the alarm triggers at the specified period of minutes, hours, or days before midnight (beginning) of the day of the untimed event. When the alarm triggers, the reminder list displays the alarm message until you clear it. For example, you set an alarm for an untimed event that occurs on February 4th.
Chapter 8 Using Date Book 6. To specify an end date for the repeating or continuous event, tap the End on pick list and tap Choose Date. Use the date picker to select an end date. 7. Tap OK. After you schedule a repeating or continuous event, this icon right of the event.
Changing the Date Book view ■ 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.
Chapter 8 Using Date Book 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.
Changing the Date Book view ■ 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.
Chapter 8 Using Date Book Working in Agenda View The Agenda view shows you your untimed events, appointments, and To Do items in one screen. When you tap an untimed event or appointment in the Agenda view, the Day view appears so you can see more detailed information about the event. You can tap the check box next to a To Do item to mark it as completed. When you tap a To Do item, your To Do list appears.
Date Book menus, preferences, and display options Spotting event conflicts With the ability to define specific start and end times for any event, it’s possible to schedule events that overlap (an event that starts before a previous event finishes). An event conflict (time overlap) appears in the Week View as overlapping bars. The Day View displays overlapping brackets to the left of the conflicting times.
Chapter 8 Using Date Book Display Options Allows you to change Date Book’s appearance and which events display. ■ ■ Show Time Bars. Activates the time bars that appear in the Day View. The time bars show the duration of an event and illustrate event conflicts. Compress Day View. Controls how times appear in the Day View. When Compress Day View is off, all time slots display.
CHAPTER 9 Using Expense Expense lets you keep track of your expenses and then transfer the information to a spreadsheet on your computer. Use Expense to 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. ■ Keep track of vendors (companies) and people involved with each expense.
Chapter 9 Using Expense Adding expense items A record in Expense is called an “item.” You can sort your Expense items into categories or add other information that you want to associate with the item. 1. Tap New. Cursor of new item Tap New You can also create a new Expense item by writing on the number side of the Graffiti writing area while in the Expense list screen. The first number you write begins the amount of your new Expense item. TIP 2. Enter the amount of the expense. 3.
Adding expense items Changing the date of an Expense item Initially, Expense items appear with the date you enter them. You can change the date associated with any Expense item. To change the date of an Expense item: 1. Tap the Expense item you want to change. 2. Tap the date of the selected item. Tap date 3. Tap the new date. 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.
Chapter 9 Using Expense 4. Payment Lets you choose the payment method used to pay the Expense item. If the item is prepaid (such as airline tickets supplied by your company), you can choose Prepaid to place your expense in the appropriate company-paid cell of your printed expense report. Currency Enables you to choose the type of currency used to pay the Expense item. The default currency unit is defined in the Preferences dialog box. You can also display up to four other common types of currency.
Customizing the Currency pick list To change your default currency: 1. Open Expense. 2. Tap the Menu icon 3. Select Options, and then select Preferences. 4. Tap the Default Currency pick list. 5. Tap the currency symbol you want to appear in Expense. 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.
Chapter 9 Using Expense NOTE If you want to use your custom currency symbol as the default for all Expense items, select the symbol in the Preferences dialog box. If you want to use your custom currency symbol only for a particular Expense item, select the symbol in the 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.
Expense menus ■ Print Expense reports ■ Transfer Expense data to other applications such as Microsoft Excel using the Send command or Export command, and import data in popular file formats For more information on using Expense on your computer, see: ■ The online help for Palm Desktop software. To access the online help, go to the Help menu in Palm Desktop software.
Chapter 9 Using Expense Options menu Preferences Use automatic fill. 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.” About Expense 98 Shows version information for Expense.
CHAPTER 10 Using 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. Use Memo Pad to do the following: ■ Use Graffiti® characters to store memos, lists, or any other text message on your handheld. ■ Send memos to popular computer applications like Microsoft Word when you synchronize using Palm™ Desktop software and HotSync® technology. ■ Assign memos to categories so that you can organize and view them in logical groups.
Chapter 10 Using Memo Pad 3. Tap New. Tap New 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. TIP 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.
Memo Pad menus 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 4 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.
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CHAPTER 11 Using 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. Use Note Pad to do the following: ■ Take notes, draw a sketch, or write any kind of message directly on your handheld screen. Later, you can enter this information into other applications. ■ Set an alarm to use your notes as reminder messages.
Chapter 11 Using Note Pad NOTE If Note Pad is already running, tap New. Enter title here Write information here Pen selector 3. Write the information directly on the handheld screen. Tap the pen selector to choose a different pen width, or choose the eraser to remove unwanted strokes. TIP 4. (Optional) Select the time at the top of the screen and enter a title using Graffiti® writing. 5. Tap Done. Reviewing notes The note title and the date you created the note appear in the Note Pad list.
Clearing a note Clearing a note You can erase the drawing area in a note while retaining the note title. To clear a note: 1. In the Note Pad list, tap the note title. 2. Tap the Menu icon 3. Tap Edit, and then tap Clear Note. . 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.
Chapter 11 Using Note Pad 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, 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 Record menus Note Pad list Note screen Options menus Note Pad list Preferences About Note Pad Note screen Displays the Note Pad Preferences dialog box, where you define the sort order for notes and the alarm sound. Shows version information for Note Pad.
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CHAPTER 12 Using Security Your handheld comes with a Security application so that unauthorized users cannot view the entries you wish to protect. Use Security to do the following: ■ Lock and turn off your handheld so that it does not operate until you enter the correct password. ■ Mask all records that you mark as private so the information appears greyed out. ■ Hide all records that you mark as private so they do not appear on any screen.
Chapter 12 Using Security 5. (Optional) Enter a hint to help your remember your password if you forget it. 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. 110 Tap OK.
Locking your handheld 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.
Chapter 12 Using Security 4. Tap On power off. 5. Tap OK. To set your handheld to lock at a preset time: 1. Tap the Home 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 Home icon . 2. Tap the Security icon 3. Tap the Auto Lock Handheld box, and then enter your password. 4.
Recovering from a forgotten password IMPORTANT If you lock your handheld, you must enter the exact password to re-activate your handheld. If you forget the password, your handheld will present the hint you have entered to help you remember the password. If you still cannot remember the password, you must perform a hard reset to resume using your handheld. Performing a hard reset deletes all the records in your handheld; however, you can restore all synchronized data at the next HotSync® operation.
Chapter 12 Using Security Making records private You can make individual records private. Private records remain visible and accessible, however, until you select the Security setting to hide or mask all private records. Hiding or masking private records You can hide or mask all records that you mark as private. Masked records appear as grey placeholders in the same position they would appear if they were not masked, and are marked with a lock icon. Hidden records disappear completely from the screen.
Making records private 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 the Home icon . 2. Tap the Security icon 3. Tap the Current Privacy pick list and select Show Records. . If you do not have a password, hidden and masked records become visible. If you have a password, the Show Private Records dialog box appears. Go to step 4. Tap Show Records 4.
Chapter 12 Using Security To make a record private: 116 1. Display the entry that you want to make private. 2. In Note Pad only: Tap the Menu icon 3. Tap Details. 4. Tap the Private check box to select it. 5. Tap OK. , and then tap Options.
CHAPTER 13 Using To Do List To Do List is a convenient place to create reminders and prioritize the things that you have to do. Use To Do List to do the following: ■ Make a quick and convenient list of things to do. ■ Assign a priority level to each task. ■ Assign a due date for any or all of your To Do List items. ■ Assign To Do List items to categories so that you can organize and view them in logical groups. ■ Sort your To Do List items either by due date, priority level, or category.
Chapter 13 Using To Do List 3. Tap New. New To Do item Tap New 4. Enter the text of the To Do List item. The text can be longer than one line. 5. Tap anywhere onscreen to deselect the To Do List item. TIP If no To Do List item is currently selected, writing in the Graffiti® writing area automatically creates a new item. Setting priority The priority setting for items lets you arrange the tasks in your To Do List according to their importance or urgency.
Checking off a To Do List item 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. To check off a To Do List item: ■ Tap the check box on the left side of the item.
Chapter 13 Using To Do List 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 Tomorrow One week later No Date Choose date 3. Assigns the current date. Assigns tomorrow’s date.
To Do List menus 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. Items that no longer appear on the list because you turn off this setting have not been deleted. They are still in the memory of your handheld. Purge completed items to remove them from memory.
Chapter 13 Using To Do List Options menu About To Do List 122 Shows version information for To Do List.
CHAPTER 14 Performing 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 your data, connect the HotSync cable to your computer and your handheld or use infrared (IR) communications. This chapter describes how to select HotSync options and how to perform a HotSync operation via infrared communications.
Chapter 14 Performing HotSync® Operations Manual Monitors requests only when you select HotSync Manager from the Start menu. If you’re not sure which option to use, keep the default setting: Always available. TIP 4. Click OK. To set the HotSync options on a Mac: 1. Double-click the HotSync Manager icon in the Palm folder. 2. Click the HotSync Controls tab and select any of the following options. Activates the HotSync software and prepares your computer to synchronize with your handheld.
Customizing HotSync application settings 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.
Chapter 14 Performing HotSync® Operations 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.
Performing cable HotSync operations 5. Click Conduit Settings. 6. Click the direction in which you want to write data, or click Do Nothing to skip data transfer for an application. 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. Thereafter, whatever you selected as the default setting is used for HotSync operations. 7. Click OK. 8.
Chapter 14 Performing HotSync® Operations The following steps assume that you have already installed Palm Desktop software. If you have not installed this software, see “Step 4: Install Palm Desktop software and perform a HotSync operation” in Chapter 1 for instructions. To perform a local HotSync operation on a Windows computer: 1. Connect your handheld to your computer using the HotSync cable. 2. If the HotSync Manager is not running, start it.
Performing cable HotSync operations 3. Turn on your handheld and tap the Favorite icon . IMPORTANT The first time you perform a HotSync operation, you must enter a username 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 username. The HotSync Progress dialog box appears and synchronization begins. 4.
Chapter 14 Performing HotSync® Operations Performing a HotSync operation for the first time: Mac When you installed Palm Desktop software, you entered a username. This username is the connection between your handheld and your computer. The first time you perform a HotSync operation, the Palm Desktop software: ■ Adds a username to your handheld. ■ Creates a folder for the username in the Users folder inside the Palm folder.
Performing cable HotSync operations To perform a local HotSync operation on a Mac: 1. Connect your handheld to your computer using the HotSync cable. 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. Turn on your handheld and tap the Favorite icon . The HotSync Progress dialog box appears followed by the Select User dialog box.
Chapter 14 Performing HotSync® Operations 4. In the Select User dialog box, select the username you entered when you installed the Palm Desktop software, and click OK. The HotSync Progress dialog box reappears and synchronization begins. 5. Wait for a message on your handheld indicating that the process is complete. After the HotSync process is complete, you can disconnect your handheld from the cable. IR HotSync operations You can use the IR port on your handheld to perform HotSync operations.
IR HotSync operations ■ Your computer must have an installed infrared driver. If you have an external infrared device attached to your computer, a driver is probably included with the device. Consult the documentation included with the device for information on installing the required driver. Check your computer’s documentation to learn if the computer supports infrared communication.
Chapter 14 Performing HotSync® Operations 3. Click the Connection Settings tab. 4. Select the On check box next to IR Port. 5. 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. Tap the Home icon . 2. Tap the HotSync icon 3. Tap Local. 4.
Remote HotSync operations Remote HotSync operations You can use a modem and an infrared-enabled phone to synchronize your handheld when you are away from your computer. NOTE The first HotSync operation must be local, using the cable. After that, you can perform a remote HotSync operation. To perform a remote HotSync operation you need the following: ■ A modem connected to your computer. ■ Palm Desktop software configured for use with the modem. ■ An infrared-enabled phone.
Chapter 14 Performing HotSync® Operations 3. Adjust the following options as needed. Serial Port Speed Modem Setup String 4. Identifies the port for the modem. If you are unsure of the port assignment, look at the Modem Properties in the Windows Control Panel. 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.
Remote HotSync operations 5. Select the On check box of the modem connection you’re using, and then click Settings. 6. In the Settings dialog box, select Modem as the connection type, if it is not already selected. 7. Select the appropriate modem type. Click OK. 8. Close the HotSync Software Setup window. Preparing your handheld There are a few steps you must perform to prepare your handheld for a remote HotSync operation. To prepare your handheld for a remote HotSync operation: 1.
Chapter 14 Performing HotSync® Operations Selecting the conduits for a remote HotSync operation The Conduit Setup dialog box on your handheld enables you to define which files and/or applications synchronize during a remote HotSync operation. You can use these settings to minimize the time required to synchronize data with a modem. NOTE These settings only apply when you perform a remote HotSync operation. During a local HotSync operation using your cable, everything is synchronized.
Returning to cable HotSync operations 4. Wait for the HotSync operation to complete. If you have any problems conducting a successful HotSync operation, see “HotSync problems” in Appendix B. Returning to cable HotSync operations It’s easy to return to using the cable for HotSync operations. You can even leave your handheld set to perform IR HotSync operations and still use the cable. This is useful if you perform HotSync operations with both your desktop computer and a laptop that you travel with.
Chapter 14 Performing HotSync® Operations Creating a user profile A user profile enables you to install the same set of data onto multiple Palm OS handhelds before each handheld is individualized with a specific username and data file. A handheld that is preconfigured with a user profile can be given to anyone because the handheld is not yet identified by a unique username. The handheld acquires a unique username when the new user performs his or her first local HotSync operation.
Creating a user profile 6. Repeat steps 3 and 4 for each profile that you want to create, and then click OK to return to Palm Desktop software. 7. Select the profile from the User list and create the data for the profile (e.g., company phone list). To create a user profile on a Mac: 1. Open Palm Desktop software. 2. From the User pop-up menu, select Edit Users. 3. Click New Profile. 4. Enter a unique name for the profile and click OK. 5. Close the Users window. 6.
Chapter 14 Performing HotSync® Operations 4. Select the profile you want to load on the handheld, and click OK. 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 username to the handheld. To use a profile for the first-time HotSync operation on a Mac: 1. Connect the new handheld to the cable. 2. Tap the Favorite icon 3.
CHAPTER 15 Setting Preferences for Your Handheld The Preferences screens enable you to customize the configuration options on your handheld, including the following: Buttons Pen Connection Date and Time Digitizer Formats General Network Owner ShortCuts Assign different applications to the buttons on the front panel of your handheld, the Favorite icon in the Graffiti® writing area, and reassign the full-screen pen stroke command. Change the assignment of the full-screen pen stroke.
Chapter 15 Setting Preferences for Your Handheld Buttons preferences The Buttons Preferences screen enables you to associate different applications with the buttons on the front of the handheld. For example, if you find that you seldom use Address Book and often use Memo Pad, you can assign the Address Book button to start Memo Pad. Any changes you make in the Buttons Preferences screen become effective immediately; you do not have to change to a different screen or application.
Connection preferences To change the Pen preferences: 1. Tap Pen. 2. Tap the pick list and select one of the following settings for the full-screen pen stroke: Keyboard Graffiti Help Turn Off & Lock Beam Data 3. Opens the onscreen keyboard for entering text characters. Opens a series of screens that show the complete Graffiti character set. 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.
Chapter 15 Setting Preferences for Your Handheld You can also create custom configurations, which include the following: local HotSync® connection: the direct connection between your handheld and your desktop computer. Your handheld is connected to the cable, and the cable is attached to the USB port of your desktop computer. PC via Cable: A PC via Infrared: A connection between the IR port of your handheld and the infrared device of your computer or laptop.
Date and Time preferences 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 HotSync Manager and the HotSync application on your handheld to perform a modem HotSync operation.
Chapter 15 Setting Preferences for Your Handheld All your handheld applications use the Country default settings. You can, however, customize your own preferences as described in “Time, date, week start, and numbers formats” later in this chapter. To set the country default: 1. Tap the country name pick list. 2. Tap the setting you want to use. Time, date, week start, and numbers formats The Time setting defines the format for the time of day.
General preferences Auto-off delay Your handheld has an automatic shutoff feature that turns off the power after a period of inactivity. This feature helps conserve battery power in case you forget to turn off your handheld. If you find that your handheld shuts itself off before you finish reviewing the information on the screen, you should increase the time setting of the automatic shutoff feature. To set the Auto-off delay: 1. Tap the Auto-off pick list. 2.
Chapter 15 Setting Preferences for Your Handheld 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. NOTE When you turn off the System Sounds, you also turn off the “chime” tones associated with the HotSync operation. 2.
Network preferences and TCP/IP software NOTE TCP/IP provides the ability to connect to your ISP or dial-in server with applications that allow you to view the transmitted data. Visit the web site www.palm.com for information on third-party applications that take advantage of TCP/IP. Selecting a service Use the Service setting to select the service template for your ISP or dial-in server. Service templates are a set of ISP and dial-in server configuration settings that you can create, save, and reuse.
Chapter 15 Setting Preferences for Your Handheld Entering a password The Password box identifies the password you use to log into your ISP or dial-in server. Your entry in this field determines whether your handheld prompts you to enter a password each time you log into your network: ■ If you do not enter a password, your handheld displays the word “Prompt” in this field and asks you to enter a password during the login procedure.
Network preferences and TCP/IP software To select a connection: 1. Tap the Connection pick list. Tap here to display a list of available connections 2. Tap the connection you want to use. 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.
Chapter 15 Setting Preferences for Your Handheld Entering a prefix A prefix is a number that you dial before the telephone number to access an outside line. For example, many offices require that you dial “9” to dial a number outside the building. To enter a prefix: 1. Tap the Dial Prefix check box to select it. Select this box if you need to use a prefix 2. Enter the prefix. 3. Tap OK.
Network preferences and TCP/IP software Using a calling card The Use calling card field enables you to use your calling card when dialing your ISP or dial-in 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.
Chapter 15 Setting Preferences for Your Handheld To establish a connection: ■ Tap Connect to dial the current service and display the Service Connection Progress messages. Tap Connect To see expanded Service Connection Progress messages, press the lower Scroll button. TIP To close a connection: ■ Tap Disconnect to terminate the connection between your handheld and your service.
Network preferences and TCP/IP software Adding detailed information to a service template If you are using one of the predefined service templates, you probably only need to enter your username and telephone number. If you are creating a new service template, you may need to provide additional information to your ISP or dial-in server. You use the Details dialog box to add additional information to a selected service template. To select a connection type: 1. Tap the service field. 2. Tap Details.
Chapter 15 Setting Preferences for Your Handheld To set the Idle timeout: 1. Tap the Idle timeout pick list and select one of the following options: 1 minute 2 minutes 3 minutes Never 2. Waits one minute for you to open another application before it drops the connection. Waits two minutes. Waits three minutes. Keeps your PPP or SLIP connection until you turn off your handheld (or until it times out). This option works best with the PalmModem accessory. Tap OK.
Network preferences and TCP/IP software 4. Repeat steps 2 and 3 for the Secondary DNS number. 5. Tap OK. IP address Everyone who logs on to the Internet needs to have a unique identifier (an IP address), whether permanent or temporary. Some networks dynamically assign a temporary IP address when clients log in. The IP Address field lets you identify whether your network provides automatic (dynamic) temporary IP addressing.
Chapter 15 Setting Preferences for Your Handheld need it. It automates the events that must take place in order to establish a connection between your handheld and the corporate servers.
Network preferences and TCP/IP software 3. Tap the command you want from the Command list. If the command requires additional information, a field appears to the right of it for you to enter the information. The following commands are available: Wait For Wait For Prompt Send Send CR Send User ID Send Password Delay Get IP Prompt End Tells your handheld to wait for specific characters from the TCP/IP server before executing the next command.
Chapter 15 Setting Preferences for Your Handheld Network preferences menu commands The Network Preferences screen includes menu commands to make it fast and easy to create and edit service templates. TCP/IP application menus are shown here for your reference. See “Using menus” in Chapter 4 for more information about choosing menu commands. Service menu Options menu TCP/IP troubleshooting If you are having a problem establishing a network connection using TCP/IP, try the suggestions listed.
Owner preferences Adding a DNS number If your ISP or dial-in server requires a DNS number and you did not enter that information in the Network Preferences screen, it will appear that you successfully logged into your network. When you try to use an application or look up information, however, the connection fails. If this occurs, try adding a DNS number. Ask your ISP or your System Administrator for the correct Primary and Secondary DNS IP numbers.
Chapter 15 Setting Preferences for Your Handheld ShortCuts preferences The ShortCuts Preferences screen enables you to define abbreviations for entering text with Graffiti strokes. This section describes how to create, edit, and delete a ShortCut. See “Graffiti ShortCuts” in Chapter 3 for more information on the use of ShortCuts. 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.
ShortCuts preferences 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.
Chapter 15 Setting Preferences for Your Handheld 166
APPENDIX A Maintaining Your Handheld This chapter provides information on the following: ■ Proper care of your handheld ■ Prolonging battery life ■ Resetting your handheld Caring for your handheld Your handheld is designed to be rugged and reliable and to provide years of trouble-free service. Please observe the following general tips when using your handheld: ■ Take care not to scratch the screen of your handheld. Keep the screen clean.
Appendix A Maintaining Your Handheld Battery considerations Your handheld comes with a Lithium-ion battery which is recharged each time you connect the handheld to the power adapter. On some computers, your handheld may recharge at a slower rate when it is connected to your computer with its USB cable.
Resetting your handheld To perform a soft reset: ■ Use the tip of an unfolded paper clip (or similar object without a sharp tip), to gently press the reset button inside the hole on the back panel of your handheld. Reset button Performing a hard reset With a hard reset, all records and entries stored in your handheld are erased. Never perform a hard reset unless a soft reset does not solve your problem.
Appendix A Maintaining Your Handheld To restore your data from a Windows computer after a hard reset: 1. Click the HotSync icon of the taskbar). ™ in the Windows system tray (bottom-right corner You can also click the HotSync command on the Palm Desktop software menu bar. TIP 2. From the HotSync Manager menu, select Custom. 3. Select the appropriate username from the list. 4. Select an application in the Conduit list. 5. Click Change. 6. Select Desktop overwrites handheld.
Resetting your handheld To restore your data from a Mac 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 username. 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.
Appendix A Maintaining Your Handheld 172
APPENDIX B Frequently Asked Questions If you encounter a problem with your handheld, do not call Technical Support until you have reviewed the following list of frequently asked questions, and you have also reviewed the following: ■ The README file located in the folder where you installed the Palm™ Desktop software on your computer ■ The Palm Desktop online Help ■ The Palm Desktop software for the Macintosh User’s Guide located in the Documentation folder in the Palm Desktop software folder ■ The “
Appendix B Frequently Asked Questions Software installation problems Problem Solution The Palm Desktop Installer Menu 1. Click the Start button. did not appear when I inserted the 2. Select Run from the Start menu. CD-ROM into my Windows computer. 3. Click Browse. I cannot install Palm Desktop software on my Windows computer. 4. Locate your CD-ROM or DVD drive and double-click the autorun.exe file. 1. Disable any virus scanning software on your computer. 2.
Operating problems Operating problems Problem Solution I don’t see anything on my handheld’s screen. ■ Press an application button to ensure your handheld is turned on. ■ Tap the Contrast icon in the upper-right corner of the Graffiti® writing area. If the Contrast dialog box appears, adjust the contrast by holding down the up scroll button for a few seconds. If this doesn’t work, hold the down scroll button for a few seconds.
Appendix B Frequently Asked Questions My handheld is not making any sounds. Check the System, Alarm and Game Sound settings. See “General preferences” in Chapter 15. My handheld has frozen. Perform a soft reset. See “Resetting your handheld” in Appendix A. Tapping and writing problems Problem Solution When I tap the buttons or screen icons, my handheld activates the wrong feature. Calibrate the screen. See “Digitizer preferences” in Chapter 15. When I tap the Menu icon nothing happens.
Application problems 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 2 for more information. I know I entered some records, but they do not appear in the application. ■ Check the Categories pick list (upper-right corner).
Appendix B Frequently Asked Questions HotSync problems Problem Solution I cannot perform a HotSync operation; what should I check to make sure I am doing it correctly? ■ Make sure the USB cable is connected securely. On a Windows computer, try the following: ■ 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 from the HotSync Manager menu.
HotSync problems I tried to do a local HotSync operation, but it did not complete successfully. (continued) On a Windows computer, try the following: ■ Make sure HotSync Manager is running. If it is running, close it, and restart it. ■ Make sure you selected Local USB from the HotSync Manager menu. On a Mac, try the following: ■ Make sure HotSync Manager is enabled on the HotSync Controls tab in the HotSync Software Setup window.
Appendix B Frequently Asked Questions I tried to do a remote (IR to On a Mac, check the following: phone) HotSync operation, but ■ Make sure Modem is selected on the Connection Settings it did not complete successfully. tab in the HotSync Software Setup window. (continued) ■ You may need to select a different Modem type on the Connection Settings tab. Most modems have a setup string that causes them to send initial connection sounds to a speaker.
HotSync problems My handheld appears to freeze when I place it near my computer. Move your handheld away from the computer’s infrared port. When I tap the Favorite icon, nothing happens on the 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 Home icon HotSync icon, then tap Local. When I perform a HotSync operation, my information does not transfer to Palm Desktop software.
Appendix B Frequently Asked Questions Beaming problems Problem Solution I cannot beam data to another device with an IR port. ■ If you are beaming to another Palm handheld, confirm that your handheld and the other Palm OS handheld are between ten centimeters (approximately 4") and one meter (approximately 39") apart, and that the path between the two handhelds is clear of obstacles. Beaming distance to other devices with an IR port may be different.
Technical support 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.
Appendix B 184 Frequently Asked Questions
APPENDIX C Non-ASCII Characters for Login Scripts The following information enables you to create custom login scripts that require non-ASCII characters. It is provided for advanced users who understand the use and requirements of such characters in a custom login script. Use of ^char You may use the caret ( ^ ) to transmit ASCII command characters. If you send ^char, and the ASCII value of char is between @ and _, then the character is automatically translated to a single-byte value between 0 and 31.
Appendix C Non-ASCII Characters for Login Scripts Literal characters The backslash ( \ ) character defines that the next character is transmitted as a literal character, and is not subject to any special processing ordinarily associated with that character.
Product Regulatory and Safety Information FCC Statement This device complies with part 15 of the FCC rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation. NOTE This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to Part 15 of the FCC rules.
Product Regulatory and Safety Information Canadian ICES-003 Statement This Class B digital apparatus meets all requirements of the Canadian Interference-Causing Equipment Regulations. Cet appareil numérique de la classe B respecte toutes les exigences du Réglement sur le matériel brouilleur du Canada. CE Compliance Statement This product was tested by Palm, Inc. and found to comply with all the requirements of the EMC Directive 89/336/EEC as amended.
Index A ABA (Address Book archive file) 34 Accented characters Graffiti writing 29 onscreen keyboard 23 Add-on applications 57–61 Address Book *If Found Call* entry 65 adding custom fields 68 archive files (.
Index Beaming information 32–34 location of IR port 12 pen stroke to activate 145 problems with 182 Bold font for text 55 Business card for beaming 32 Buttons preferences 144 C Cable connecting to computer 12 viewing data when connected 149 for local HotSync operations 139 Calculator buttons explained 69–70 memory 70 opening 69 overview 69 recent calculations 69, 70 Calibration 15, 147, 176 Call Waiting, disabling 137, 154 Calling card, using in phone settings 155 Capital letters (Graffiti writing) 27 Car
Index Current time displaying in Date Book 85 setting 20 Custom fields, in Address Book 68 Customizing. See Preferences Cutting text 44 Cycling through views 63, 78 D Data entry. See Entering data Date displaying in Clock 75 setting current 20, 177 To Do List record due 120 Date and Time preferences 19 Date Book adding Address Book data to records 50–51 Agenda view 88 alarm 82 archive files (.
Index in onscreen keyboard 17 printing 97 problems with 177 Events.
Index I Icons alarm 82 application 13, 39 note 55 online Tips 15 onscreen 176 repeating event 84 Idle timeout of ISP or server connection 157 Importing data 19, 34–36 Infrared connections 146 HotSync operations 133–134, 146–147 port 12, 132 problems with IR HotSync operations 180 requirements for computer 132 Initialization string 147 Installing applications 57 conduit to install applications 125 International characters Graffiti writing 29 onscreen keyboard 23 IP address 157, 159 IR port 12, 132 See also
Index Network Preferences 162 Note Pad 106 To Do List 121 Microsoft Outlook, connecting to 13, 178 Modem initialization string 147 Monday, to start week 148 Month (Date Book view) 87, 90 Moving the cursor (Graffiti writing) 30 MPA (Memo Pad archive file) 34 N Network connecting 156 connection type 157 idle timeout 157 login scripts 159–161 password 152 phone settings 153 preferences 150–163 primary DNS 158 secondary DNS 158 selecting connection 152 selecting service 151 TCP/IP 150 user name 151 Note Pad a
Index Preferences 19 applications 42 Buttons 144 Connection 150 Date and Time 19 Digitizer 147 Formats 147 General 148 Network 150–163 On while charging setting 149 Owner 163 ShortCuts 164 Primary DNS 158 Prioritizing To Do List records 118, 121 Private records displaying and creating 114–116, 177 lost with forgotten password 113 See also Security Profiles 140 Punctuation marks Graffiti writing 28 onscreen keyboard 23 Purging records 45–46 See also Deleting R Range of times in Day view 90 Receipts, record
Index Selecting date for event 80 phone numbers in Address Book 65 text 44 Sending data. See Beaming information Service selecting for network 151 templates 156, 161 Settings. See Preferences ShortCuts backing up 125 managing 164–165 menu commands 41 predefined 31 preferences 164–165 using 30 Soft reset 168 Sorting applications 38 records 53–54, 177 Sounds.
Index Untimed events 78, 80, 81, 83 USB 12 cable 168, 178 connector 4, 12 HotSync configuration 178, 179 port 6, 12, 146, 178 User name for ISP 151 identifying handheld 163 User profiles 140 HotSync operation with 141–142 Mac computer 141 V VCal 34, 36 VCard 34, 36 Vendor for Expense item 94 W Web sites 13 Week (Date Book view) 85–87, 148, 177 Writing area 10 Writing.
Index 198
