Getting Started with the Palm™ m100 Series Handhelds

Getting Started with the Palm™ m100 Series Handhelds
Getting Started
with the
Palm™ m100 Series Handhelds
Copyright
Copyright © 2000 Palm, Inc. or its subsidiaries. All rights reserved. Graffiti, HotSync,
Palm, PalmConnect, and Palm OS are registered trademarks of Palm, Inc. or its subsidiaries in one or more countries. The HotSync logo 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. and its subsidiaries assume no responsibility for any damage or loss resulting
from the use of this guide.
Palm, Inc. and its subsidiaries assume no responsibility for any loss or claims by third
parties which may arise through the use of this software. Palm, Inc. and it subsidiaries
assume no responsibility for any damage or loss caused by deletion of data as a result
of malfunction, dead battery, or repairs. Be sure to make backup copies of all important
data on other media to protect against data loss.
Important: Please read the End User Software License Agreement with this product before using the accompanying software program(s). Using any part of the software indicates that you accept the terms of the End User Software License Agreement.
HotSync® Cradle/Cable Adapters and
Software Download Available
The HotSync® cradle/cable supplied with your handheld fits a 9-pin serial connector. If
you do not have a 9-pin serial port available on your computer, you can order the following types of adapters: 25-pin serial adapter (for use with Windows computers), Macintosh serial adapter, USB adapter (for use with Windows or Macintosh computers). To
order a HotSync cradle/cable adapter, go to the web site:
http://www.palm.com/support/m100/extras.
Palm™ Desktop software is supplied on a CD-ROM disc. If you do not have access to a
CD-ROM drive for your computer, you can download the Palm Desktop software from
http://www.palm.com.
Agency Compliance Information
Product regulatory and compliance information can be found in the Handbook file located on the product CD-ROM.
P/N: 406-2316-01
A/N: 423-2316-01
Page ii
Contents
Chapter 1: Get Started
Your Palm m100 series handheld .......................................................1
Installing batteries .................................................................................2
Setting up your handheld ....................................................................3
Using the protective flip cover ............................................................3
Removing the cover ..........................................................................3
Attaching the cover ...........................................................................4
Installing Palm Desktop software.......................................................4
Connecting the HotSync cradle/cable ...........................................5
Installing Palm Desktop software on a Windows computer ......6
Installing Palm Desktop software on a Macintosh .......................7
Synchronizing data: Performing the first HotSync operation ........8
Congratulations! ....................................................................................9
Chapter 2: Enter Data
Entering data with the onscreen keyboards ....................................11
Entering data with Graffiti writing...................................................12
Graffiti tips .......................................................................................12
Entering data with Note Pad .............................................................13
Entering data with Palm Desktop software ....................................13
Entering data using an external keyboard.......................................13
Importing data .....................................................................................13
Chapter 3: Get to Work
Adjusting the screen ...........................................................................15
Using the backlight .........................................................................15
Adjusting the contrast ....................................................................15
Using Address Book ...........................................................................16
Creating an Address Book entry ...................................................16
Viewing and changing an Address Book entry ..........................17
Deleting an Address Book entry ...................................................17
Using Date Book ..................................................................................18
Creating an event ............................................................................18
Creating an untimed event ...........................................................19
Creating a repeating or continuous event ...................................20
Rescheduling an event ...................................................................20
Changing the Date Book view .......................................................21
Deleting an event ............................................................................22
Using To Do List..................................................................................23
Creating a To Do List item .............................................................23
Contents
Page iii
Changing a To Do List item .......................................................... 24
Marking a To Do List item complete ........................................... 25
Deleting a To Do List item ............................................................. 25
Using Note Pad ................................................................................... 26
Creating a note ................................................................................ 26
Deleting a note ................................................................................ 26
Transcribing a note ......................................................................... 27
Using Memo Pad................................................................................. 28
Reviewing and changing a memo ................................................ 29
Deleting a memo ............................................................................. 29
Using Clock.......................................................................................... 30
Setting the time and date ............................................................... 30
Viewing the time ............................................................................. 31
Setting an alarm .............................................................................. 31
Using Preferences and other settings............................................... 32
Changing the Applications Launcher display ............................ 32
Changing fonts ................................................................................ 32
Setting General preferences .......................................................... 33
Changing Formats preferences ..................................................... 33
Beaming information.......................................................................... 34
Beaming data ................................................................................... 34
Beaming applications ..................................................................... 34
Receiving beamed information ..................................................... 35
Beaming your business card ......................................................... 35
Beaming Tips ................................................................................... 35
Installing add-on applications .......................................................... 36
Installing applications using a Windows computer .................. 36
Installing applications using a Macintosh .................................. 37
Resetting your handheld ................................................................... 38
Performing a soft reset ................................................................... 38
Performing a hard reset ................................................................. 38
Chapter 4: Frequently Asked Questions
I don’t see anything on my handheld screen .............................. 39
I can’t complete a HotSync operation .......................................... 40
Troubleshooting communication problems ............................... 40
Troubleshooting data synchronization problems ...................... 42
Upgrading from another Palm OS handheld ............................. 43
Page iv
Getting Started with Palm™ m100 Series Handhelds
Chapter 1
Get Started
Palm™ m100 series handhelds will help you get to meetings and
appointments on time, remember people’s names and personal
details, and track items on your To Do list. You can enter your
schedule in Date Book; keep all your contact names, addresses, phone
numbers, and other details in Address Book; prioritize and assign
your tasks a due date in To Do List; and jot quick notes directly on the
screen in Note Pad.
To keep your data extra safe, you can synchronize your data with
Palm™ Desktop organizer software on your Windows or Macintosh
computer so you always have a backup copy.
Your Palm m100 series handheld
Power button/
Backlight control
IR port
Exchange data and
applications with
any infraredenabled Palm OS®
handheld that’s
nearby.
Press here to turn
your handheld on
and off. Hold it down
for a few seconds to
turn on the screen
backlight.
Applications
Launcher
Tap the
Applications
icon to see
all your
applications.
Stylus
Graffiti® writing area
Use the stylus to enter
Graffiti® text and numbers
here, or to access the
onscreen keyboard.
Date
Book
Address
Book
Scroll buttons
Application
buttons
Press the top button to
scroll up and the bottom
button to scroll down.
To Do
List
Chapter 1
Note
Pad
Page 1
Installing batteries
1. Press the latch on the battery door and lift the battery door away
from your handheld.
Press tab to open
battery door
Diagram shows where
to place + and - ends of
batteries
2. Install two AAA alkaline batteries into the battery compartment.
3. Insert the battery door back into place so that it is flush with the
back of your handheld and “clicks” into position.
Important: Do not force the battery door. When the batteries are
correctly installed, the battery door clips smoothly into
place. When changing the batteries, replace them
immediately. The built-in backup power maintains
memory of your data for a period of up to one minute.
Page 2
Get Started
Setting up your handheld
1. Press the power button to turn on your handheld.
2. Follow the instructions on the screen to set up your handheld.
Note:
If your handheld does not turn on, see Chapter 4 in this
guide for suggestions.
Important: For users outside the United States, choose the same
language for your handheld and Palm Desktop software.
Choosing a language that does not match the Palm
Desktop software is not recommended or supported, and
may result in data loss. If you need to reselect a language
on your handheld, you must perform a hard reset. See
“Resetting your handheld” in Chapter 3 for details.
3. After you enter the time and date, tap Next to complete the Basic
Skills tutorial.
Tip:
To access the Basic Skills tutorial later, tap the Welcome
icon in the Applications launcher.
Using the protective flip cover
You can open the cover so that it rests on the back of your handheld,
or remove it altogether.
Removing the cover
1. Open the cover and grasp the hinge with your thumb.
2. Gently rock the cover from one side to the other until the hinge
prongs release from the slots on the top edge of your handheld.
Chapter 1
Page 3
Attaching the cover
1. Align the hinge prongs with the slots on the top of your handheld.
2. Insert one prong at a time until the prongs lock inside the slots.
Scroll button
hole
Window
Tip:
Use the window in the cover to view the time and alarm
reminder messages when your handheld is off and the cover
is closed. To view the time, press the top scroll button which is
accessible through the hole at the bottom of the cover.
Installing Palm Desktop software
Palm Desktop software includes the same applications as your
handheld: Date Book, Address Book, To Do List, Note Pad, and Memo
Pad. You can use the HotSync Manager feature of this software to
backup and exchange data between your handheld and your
computer.
Note: If you are using Microsoft Outlook or other organizer software
instead of Palm Desktop software, you still need to complete
this process to install HotSync Manager, conduit software, and
other features of Palm Desktop software.
Important: If you are upgrading from another Palm OS handheld,
See “Upgrading from another Palm OS handheld” in
Chapter 4 for instructions before you complete the steps
in this section.
Page 4
Get Started
Connecting the HotSync cradle/cable
1. Shut down and turn off your computer.
2. Plug the HotSync cradle/cable into a serial (COM) port on your
computer.
The HotSync
cradle/cable cannot
share a port with a
modem or other
device connected
to your computer.
Shown with a
HotSync cradle.
Some models use
a cable in place
of the cradle.
If your computer does not have a dedicated serial port available, or the
cradle/cable does not fit your computer, you can order the following
HotSync cradle/cable adapters from: http://www.palm.com/support/
m100/extras.
25-pin serial
Chapter 1
Macintosh serial
USB
Page 5
Installing Palm Desktop software on a
Windows computer
1. Turn on your computer.
2. Exit any open programs, including those that run automatically at
startup (such as Microsoft Office) and virus-scanning software.
3. Insert the Palm Desktop CD-ROM into the CD-ROM drive.
Note:
If installation does not begin, click the Windows Start
button, choose Run, enter D:\autorun.exe, and then click
OK. If necessary, replace D: with the drive letter assigned
to your CD-ROM drive.
4. Follow the onscreen instructions to complete the installation.
During installation you may be asked to connect your handheld to
the HotSync cradle/cable.
Important: For users outside the United States, choose the same
language for Palm Desktop software and your handheld.
Choosing a language that does not match your handheld
is not recommended or supported, and may result in data
loss. If you need to reselect a language for Palm Desktop
software, repeat the installation process and select the
appropriate language.
Shown with a
HotSync cradle.
Some models use
a cable in place
of the cradle.
For information about how to use Palm Desktop software, refer to the
online Help and the Quick Tour in Palm Desktop software.
Page 6
Get Started
Installing Palm Desktop software
on a Macintosh
1. Turn on your Macintosh.
2. Insert the Palm Desktop CD-ROM into the CD-ROM drive.
3. Double-click the Palm Desktop CD icon.
4. Double-click the Palm Desktop Installer icon.
5. Follow the onscreen instructions to complete the installation.
For information about how to use Palm Desktop software, refer to the
online Help in Palm Desktop software and the Palm Desktop Software
for the Macintosh User’s Guide on the Palm Desktop CD-ROM.
Chapter 1
Page 7
Synchronizing data:
Performing the first HotSync operation
The HotSync process automatically synchronizes — that is, exchanges
and updates — data between your handheld and Palm Desktop
software. Changes you make on your handheld or Palm Desktop
software appear in both places after a HotSync operation.
Tip:
If you have difficulty performing a successful HotSync
operation, see Chapter 4 in this guide for suggestions.
1. Connect your handheld to the HotSync cradle/cable.
2. Press the HotSync button
 on the cradle/cable.
Shown with a
HotSync cradle.
Some models use
a cable in place
of the cradle.
HotSync
button
3. When the Users dialog box appears, select the user name you
entered when you installed Palm Desktop software.
Your user name serves as the connection between your handheld and your computer. If you’re sharing Palm Desktop software with another handheld user, you can change users by
selecting a name from the User list on the right side of the Palm
Desktop window. Be sure you select the correct user name before entering data in Palm Desktop software.
4. Wait for a message on your handheld indicating that the process is
complete.
5. Remove your handheld from the HotSync cradle/cable.
Page 8
Get Started
Congratulations!
You’ve installed the batteries in your handheld, connected your
handheld to your computer, installed the Palm Desktop software, and
performed your first HotSync operation.
There are several places you can find information on how to use your
handheld and Palm Desktop software:
■
This guide, Getting Started with Palm™ m100 Series Handhelds,
provides instructions on performing basic tasks on your handheld.
■
The Basic Skills tutorial on your handheld. To access this tutorial,
go to the Applications Launcher and then tap the Welcome icon.
■
The online handbook, Handbook for Palm™ m100 Series Handhelds,
provides comprehensive instructions on using your handheld and
the applications that come with it. To access this guide, insert the
Palm Desktop CD-ROM into your computer:
When the Setup screen appears, click Cancel. Copy
the Handbook.pdf file to the Palm folder on your computer,
and then double-click the file.
Windows.
Macintosh. Open the Documentation folder and copy the
Handbook.pdf file to the Palm folder on your Macintosh, and
then double-click the file.
Note:
■
■
If the handbook file does not open, then you need to
install Adobe Acrobat from the Palm Desktop CD-ROM.
Windows. Open the Acroread folder and then double-click
the ar40eng.exe file.
Macintosh. Open the Palm Extras folder, open the Adobe
Acrobat Reader folder, and then double-click the Reader
4.05 Installer icon.
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 user guide, Palm Desktop Software for the Macintosh
User’s Guide. To access this guide, open the Documentation folder
on the Palm Desktop CD-ROM, copy the Palm Desktop.pdf file to
the Palm folder on your Macintosh, and then double-click the file.
■
The online help for Palm Desktop software. To access the online
help, go to the Help menu in Palm Desktop software.
■
The Help Notes support information for Windows users. To access
this information, open the Palm folder on your computer, open the
Helpnote folder, and then double-click the individual note files.
Chapter 1
Page 9
Page 10
Get Started
Chapter 2
Enter Data
There are several ways to enter data into your handheld: the onscreen
keyboards, Graffiti ® writing, Note Pad, Palm™ Desktop software, an
external keyboard accessory, and importing data.
Entering data with the
onscreen keyboards
1. Open any application (such as Address Book).
2. Tap any record, or tap New.
3. Tap “abc” or tap “123” to open an onscreen keyboard.
Tap here for
alphabetic
keyboard
Tap here for
numeric
keyboard
4. Tap the characters to enter text and numbers.
Alphabetic
Tab
Backspace
Caps lock
Carriage return
Caps shift
Numeric
Tap here to display
alphabetic keyboard
Tap here to display
numeric keyboard
International
Tap here to display
international keyboard
5. Tap Done to close the onscreen keyboard.
Chapter 2
Page 11
Entering data with Graffiti writing
Graffiti characters are similar to uppercase letters that are formed with
a single-stroke. Your writing turns into text wherever the blinking
cursor appears on the handheld screen. Graffiti writing is easy, fun,
accurate, and fast (up to 30 words per minute). It’s worth taking a few
minutes to learn.
1. Open any application (except Note Pad).
2. Tap any record, or tap New.
3. Tap the line where you want the text to appear.
4. Write Graffiti characters in the Graffiti writing area.
Write letters here
Write numbers here
Graffiti
Help
screen
Division marks
Lift
stylus
here
Start
stroke at
heavy dot
Graffiti tips
■
To display Graffiti Help (shown above), tap the Menu icon
Edit, and then tap Graffiti Help.
■
Write big and press firmly. Draw strokes that nearly fill the Graffiti
writing area to improve accuracy.
■
To delete characters, set the insertion point to the right of the
character you want to delete and make the backspace stroke
(a line from right to left) in the Graffiti writing area.
■
Write at natural speed. Writing too slowly can generate errors.
■
Do not write on a slant. Vertical strokes should be parallel to the
sides of the Graffiti writing area.
■
Install the Graffiti writing game, Giraffe, to practice writing.
Page 12
, tap
Enter Data
Entering data with Note Pad
The Note Pad application provides a place where you can write a
quick note in your own handwriting directly on your handheld
screen. Think of Note Pad as a virtual “sticky pad” for short notes.
Later, you can transfer your “sticky” notes to a more permanent place
by entering the information in another application, or you can “throw
them away” by deleting them. See “Using Note Pad” in Chapter 3 for
more information and instructions.
Entering data with
Palm Desktop software
Palm Desktop software enables you to use your computer keyboard to
enter or import information.
1. Open Palm Desktop software:
Windows.
Launch the Palm Desktop icon on your desktop.
Macintosh.
Double-click the Palm Desktop icon in the Palm
folder.
2. Enter the information in Palm Desktop software.
3. Perform a HotSync® operation. See “Synchronizing data:
Performing the first HotSync operation” in Chapter 1 for details.
Entering data using an external keyboard
You can connect an optional keyboard accessory to the serial
connector on your handheld and type data directly into your
handheld. This accessory is very helpful if you need to enter large
amounts of data quickly while you are away from your computer. See
the documentation that comes with the optional keyboard accessory
for details.
Importing data
If you have data in computer applications such as spreadsheets and
databases, or you want to import data from another handheld, you
can transfer the data to your handheld without entering it manually.
See the online Handbook for Palm™ m100 Series Handhelds and the
online Help in Palm Desktop software for details.
Chapter 2
Page 13
Page 14
Enter Data
Chapter 3
Get to Work
Adjusting the screen
If lighting conditions make it difficult to see the information on your
handheld, you can use the backlight and contrast control to adjust
your screen.
Using the backlight
1. Press the power button for about two seconds. Release the button
when the backlight turns on.
2. Press the power button for about two seconds to turn off the
backlight.
Note:
The backlight also turns off automatically after a period of
inactivity defined by the Auto-off setting. See “Setting
General preferences” later in this chapter for details.
Adjusting the contrast
1. Tap the Contrast icon
writing area.
in the upper-right corner of the Graffiti ®
2. Adjust the contrast setting.
Tap to left or right of slider
to make small adjustments
Drag slider to make
large adjustments
Tip:
You can also use the up and down scroll buttons on the front
of your handheld to adjust the contrast setting.
3. Tap Done.
Chapter 3
Page 15
Using Address Book
Address Book enables you to store names, addresses, phone
numbers, and other information about your personal and
business contacts.
Creating an Address Book entry
1. Press the Address Book application button
on your handheld.
2. Tap New.
Tap a line
to enter
data
Tap
Done
Tap New
Tap scroll arrows to
move between pages
3. Enter the information you want to add.
Note:
Your handheld automatically capitalizes the first letter of
most fields. As you enter letters, matching entries in your
Address Book appear. For example, if you have San Jose
and Saratoga in your Address Book and you enter “S,”
Saratoga appears, then as you enter “a” and “n” San Jose
replaces Saratoga. To accept the word, tap the next field.
4. After you finish entering information, tap Done.
Tip:
You can also import a database into Palm™ Desktop software
and transfer it to your handheld during the next HotSync®
operation. See the online Handbook and Palm Desktop online
Help for more information.
Page 16
Get to Work
Viewing and changing an Address Book entry
1. Tap the entry you want to view or change.
2. Tap Edit.
3. Tap Details.
Tap OK
Tap Details
4. Select any of these settings:
Show in
List
Select which information appears in the Address
list screen: Work, Home, Fax, Other, E-mail, Main,
Pager, and Mobile.
Category
Assign the entry to a category.
Private
Hide this entry when Security is turned on.
5. Tap OK.
Deleting an Address Book entry
1. Select the entry you want to delete.
2. Tap the Menu icon
.
3. Tap Record, and then tap Delete Address.
Note:
If you want to save a copy of the deleted item to an
archive file in Palm Desktop software, select the check
box in the confirmation dialog box.
4. Tap OK.
Tip:
You can also delete an entry by opening the Address Entry
Details dialog box, tapping Delete, and then tapping OK.
Chapter 3
Page 17
Using Date Book
Date Book lets you quickly and easily schedule appointments
or any kind of “event” associated with a time and date.
Creating an event
1. Press the Date Book application button
on your handheld.
2. Select the date you want for the event.
Previous week
Next week
Previous year
Next year
Tap a
day in
the
current
week
Tap a
month
Tap a
day
Tap to select a date
3. Tap the line for the time the event begins and enter a description.
4. If the event is longer or shorter than an hour, tap the time of the
event to set the duration, and then tap OK.
Tap to set hours
Tap time
to set
duration
Tap for
full day
duration
Time bar shows duration
Tip:
Tap to set minutes
You can define the default duration for All Day events in
Date Book preferences.
5. Tap a blank area of the screen to deselect the event. A time bar
appears next to the time, indicating the duration of the event.
Page 18
Get to Work
Creating an untimed event
You can also schedule events in your Date Book that occur on a
particular date but have no specific start or end times, such as
birthdays, holidays, and anniversaries. These are referred to as
“untimed events.” Untimed events appear at the top of the list of
times, marked with a diamond. You can have more than one untimed
event on a particular date.
1. Select the date that you want for the event.
2. Tap New.
3. Tap No Time, so that no start or end times are defined for the event.
Tip:
You can also create a new untimed event by verifying no
event is selected and writing in the Graffiti writing area.
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.
Tip:
If you create an event and decide there is no start or end time,
you can change it to an untimed event. Tap the time of the
event in the Date Book screen, tap No Time, and then tap OK.
Chapter 3
Page 19
Creating a repeating or continuous event
The Repeat function lets you schedule events that recur at regular
intervals or extend over a period of consecutive days.
A birthday is a good example of an event that repeats annually.
Another example is a weekly guitar lesson that falls on the same day
of the week and the same time of day. A business trip or a vacation is
an example of a continuous event.
1. Tap the event.
2. Tap Details.
3. Tap the Repeat box.
Tap
Repeat
box
4. Tap Day, Week, Month, or Year to set how often the event repeats.
Tip:
For a continuous event, tap Day.
5. Enter a number on the Every line to indicate the frequency.
For example, if you select Month and enter the number 2, the
event repeats every other month.
6. To specify an end date, tap the End on pick list and tap Choose
Date. Use the date picker to select an end date.
7. Tap OK. A repeat icon
appears to the far right of the event.
Rescheduling an event
1. Tap the event you want to reschedule.
2. Tap Details.
3. To change the time, tap the Time box and select a new time.
4. To change the date, tap the Date box and select a new date.
5. Tap OK.
Page 20
Get to Work
Changing the Date Book view
In addition to displaying the time list for a specific day, you can also
display a whole week, a month, or an agenda.
■
Tap a view icon to display another view.
Tap for that day
Bar indicates earlier event
Dot indicates untimed event
Week
View
icon
Bar indicates later event
Previous/next month
Dashed line indicates continuous event
Dash on right indicates event
Cross below indicates untimed event
Month View icon
Appointments
To Do List items
Agenda View icon
Tip:
You can also press the Date Book application button repeatedly
to display the next view.
Chapter 3
Page 21
Deleting an event
1. Select the event you want to delete.
2. Tap the Menu icon
.
3. Tap Record, and then tap Delete Event.
4. If you’re deleting a repeating event, tap one of the following:
Current
Deletes only the current event item.
Future
Deletes the current and all future event items and
resets the end date of the repeating event to the
last shown date.
All
Deletes all occurrences of the repeating event.
Note:
If you want to save a copy of the deleted item to an
archive file in Palm Desktop software, select the check
box in the confirmation dialog box.
5. Tap OK.
Tip:
You can also delete an event by deleting the text, or by
opening the Event Details dialog box, tapping Delete, and then
tapping OK.
Page 22
Get to Work
Using To Do List
To Do List is a convenient place to create reminders and
prioritize the things that you have to do. A record in To Do List
is called an “item.”
Creating a To Do List item
1. Press the To Do List application button
on your handheld.
2. Tap New.
Enter
description
Tap to
select
priority
Tap New
3. Enter a description. The text can be longer than one line.
4. (Optional) Tap the Priority number on the left side of the item and
set the Priority number (1 is most important).
Note:
When you create a new To Do List item, its priority is
automatically set to level 1. If you select another item first,
however, the item you create appears beneath the
selected item with the same priority as the selected item.
5. Tap anywhere on the screen to deselect the To Do List item.
Tip:
You can also create a new item by writing in the Graffiti
writing area while no other To Do List item is selected.
Chapter 3
Page 23
Changing a To Do List item
1. Tap the text of the item you want to change.
2. Tap Details.
Tap here
3. Tap the Due Date pick list and select a date for the item:
Today
Assigns the current date.
Tomorrow
Assigns tomorrow’s date.
One week
later
Assigns the date exactly one week from today.
No Date
Removes the due date from the item.
Choose date
Opens the date selector, where you can choose
any date that you want for the item.
4. Tap OK.
Tip:
If you turn on the Show Due Dates option in the To Do Show
Options dialog box, you can tap directly on the due date in the
To Do List to open the Due Dates pick list.
Page 24
Get to Work
Marking a To Do List item complete
■
Tap the check box on the left side of the item.
Completed
To Do item
Tip:
You can set the To Do List Show Options to record the date
you complete an item, and you can choose to show or hide
completed items.
Deleting a To Do List item
1. Select the item you want to delete.
2. Tap the Menu icon
.
3. Tap Record, and then tap Delete Item.
Note:
If you want to save a copy of the deleted item to an
archive file in Palm Desktop software, select the check
box in the confirmation dialog box.
4. Tap OK.
Tip:
You can also delete an item by opening the To Do Item Details
dialog box, tapping Delete, and then tapping OK.
Chapter 3
Page 25
Using Note Pad
Note Pad provides a place to take notes directly on the screen
in your own handwriting. You can assign each “note” a title
and store up to 999 notes on your handheld.
Creating a note
1. Press the Note Pad application button
Note:
on your handheld.
If Note Pad is already running, tap New.
Enter Graffiti
title here
Write
information
here
Pen selector
2. Write the information directly on the handheld screen.
Tip:
Tap the pen selector to choose a different pen width, or
choose the eraser to remove unwanted strokes.
3. (Optional) Tap the time at the top of the screen and enter a title
using Graffiti characters.
4. Tap Done.
Deleting a note
1. Select the note you want to delete.
2. Tap Delete.
3. Tap OK.
Tip:
You can also delete a note by opening it, selecting Delete Note
from the Record menu, and then tapping OK.
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Transcribing a note
You can use Palm Desktop software to view your notes and enter
them in other applications.
1. Perform a HotSync operation. See “Synchronizing data:
Performing the first HotSync operation” in Chapter 1 for details.
2. Open Palm Desktop software:
Windows.
Launch the Palm Desktop icon on your desktop.
Macintosh.
Double-click the Palm Desktop icon in the Palm
folder.
3. Open the Note Pad window:
Windows.
Click the Note Pad icon in the Palm Desktop window.
Macintosh.
Double-click the Note Pad icon in the Palm folder.
4. Enter the information in the appropriate application in Palm
Desktop software.
5. Perform another HotSync operation to transfer the information to
your handheld.
Chapter 3
Page 27
Using Memo Pad
Memo Pad provides a place to store information that is not
associated with Date Book, Address Book, or To Do List. A
record in Memo Pad is called a “memo.” Each memo can
contain up to 4,000 Graffiti characters. The number of memos
you can store is dependent only on the memory available on
your handheld.
1. Tap the Applications icon
2. Tap the Memo Pad icon
.
to display the Memo list.
3. Tap New.
Tap New
4. Use Graffiti characters to enter the text you want to appear in the
memo. Use the carriage return stroke to move down to new lines
in the memo.
Note:
The first letter is automatically capitalized.
5. Tap Done.
Tip:
You can also create a new memo by writing in the Graffiti
writing area from the Memo list screen.
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Reviewing and changing a memo
1. In the Memo list, tap the text of the memo.
Tap a
memo to
review its
contents
2. Review or edit the text in the memo.
3. Tap Done.
Deleting a memo
1. Select the memo you want to delete.
2. Tap the Menu icon
.
3. Tap Record, and then tap Delete Memo.
Note:
If you want to save a copy of the deleted memo to an
archive file in Palm Desktop software, select the check
box in the confirmation dialog box.
4. Tap OK.
Tip:
You can also delete a memo by opening the Memo Details
dialog box, tapping Delete, and then tapping OK.
Chapter 3
Page 29
Using Clock
Clock enables you to set the current date and time for all the
applications on your handheld, to quickly view the time, and to
set an alarm to sound during the next 24-hour period.
Setting the time and date
1. Tap the Applications icon
2. Tap the Clock icon
.
.
3. Tap Set Time & Date.
Tap to
set hour
Tap to set
minutes
Tap to set
numbers
Tap to
set date
Tap here
4. Set the hour, minute, and AM or PM settings.
Note:
You can also set your handheld to display the time in other
formats. See “Changing Formats preferences” later in this
chapter for details.
5. Tap the Set Date button.
Tap arrows to select year
Tap to select month
Tap to select date
6. Tap OK.
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Viewing the time
Do one of the following:
■
When your handheld is on, tap the Clock icon
corner of the Graffiti writing area.
in the upper-left
■
When your handheld is off, press the up scroll button. To activate
the backlight while viewing the time, hold down the up scroll
button for a few seconds.
Setting an alarm
1. Tap the Alarm box to open the Set Alarm dialog box.
Note:
If you do not see the Alarm box, tap the Settings button.
Tap to set
hours
Tap to set
minutes
2. When the Alarm reminder message appears, tap OK or Snooze.
Tap to
dismiss
alarm
Tip:
Tap to be
reminded in
5 minutes
To choose a different alarm sound, tap the Menu icon, tap
Alarm Preferences, and then tap the Sound pick list.
Chapter 3
Page 31
Using Preferences and other settings
Changing the Applications Launcher display
By default, the Applications Launcher displays each application as an
icon. You can change the settings to show a list of applications.
1. Tap the Applications icon
2. Tap the Menu icon
.
.
3. Tap Options, and then tap Preferences.
4. Tap the View By pick list and select List.
Tip:
You can return to the same category of applications each time
you open the Applications Launcher by selecting the
Remember Last Category check box.
5. Tap OK.
Changing fonts
In most applications you can change the font style to make text easier
to read. You can choose a different font style for each application.
1. Open an application.
2. Tap the Menu icon
.
3. Tap Options, and then tap Font.
Tap here for bold font
Tap here for large font
Tap here for small
4. Tap OK.
Small font
Bold font
Large font
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Get to Work
Setting General preferences
You can set your handheld’s auto shutoff interval and sounds, and
prohibit anyone from beaming information to your handheld.
1. Tap the Applications icon
2. Tap the Preferences icon
.
.
3. Tap the pick list in the upper-right corner and select General.
Tap arrow
to select
General
Tap to set delay time
Tap to set sound levels
Tap to bar
incoming beams
Changing 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.
1. Tap the Applications icon
2. Tap the Preferences icon
.
.
3. Tap the pick list in the upper-right corner and select Formats.
Tap arrow
to select
Formats
Tap to set country
Tap to set time
and date formats
Tap to set day
week starts
Tap to set number format
Chapter 3
Page 33
Beaming information
You can use the IR (infrared) port on your handheld to beam the
following information to another Palm OS® handheld that’s close by
and also has an IR port:
■
The record currently displayed in Date Book, Address Book, To Do
List, Note Pad (if installed on the other handheld), or Memo Pad
■
All records of the category currently displayed in Address Book,
To Do List, Note Pad (if installed on the other handheld), or Memo
Pad
■
A special Address Book record you designate as your business
card that contains information to exchange with business contacts
■
An application installed in RAM memory
Note: You can also perform HotSync operations using the IR port.
Beaming data
1. Locate the record or category you want to beam.
2. Tap the Menu icon
.
3. Tap Record, and then tap the appropriate Beam command.
4. When the Beam Status dialog box appears, point the IR port on the
top of your handheld at the IR port of the receiving handheld.
5. Wait for the Beam Status dialog box to indicate the transfer is done.
Beaming applications
1. Tap the Applications icon
2. Tap the Menu icon
.
.
3. Tap App, and then tap Beam.
4. Tap the application you want to transfer.
5. Tap Beam.
6. When the Beam Status dialog box appears, point the IR port on the
top of your handheld at the IR port of the receiving handheld.
7. Wait for the Beam Status dialog box to indicate the transfer is done.
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Get to Work
Receiving beamed information
1. Turn on your handheld.
2. Point the IR port on the top of your handheld at the IR port of the
transmitting handheld.
Tap arrow to assign
incoming information
to a category
3. Tap Yes.
Beaming your business card
1. Create an Address Book entry with your business card information.
2. Tap the Menu icon
.
3. Tap Record, and then tap Select Business Card.
4. Tap Yes.
5. Press the Address Book application button
seconds to beam your business card.
for about two
Note: Once you complete steps 1 through 4, you do not need to repeat
this process. Simply press the Address Book application button
for about two seconds.
Beaming Tips
■
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 Palm OS handhelds may be
different.
■
Some applications are copy-protected and cannot be beamed. These
are listed with a lock icon next to them.
■
You can set the full-screen pen stroke to beam the current entry. See
the online Handbook for details.
■
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.
Chapter 3
Page 35
Installing add-on applications
You can install a variety of third-party applications on your handheld
during a HotSync operation. To find the bonus add-on applications that
come with your handheld, go to the Add-on folder on the Palm Desktop
software CD-ROM. To learn about thousands of other add-on
applications, go to the web site: http://www.palm.com.
Note: Any game or application that you install on your handheld resides
in RAM memory; you can delete them at any time.
Installing applications using a Windows computer
1. Copy or download the application you want to install into the Add-on
folder in your Palm Desktop directory on your computer. (If the
application is compressed, expand it into this folder.)
2. Double-click the Palm Desktop icon on your desktop.
3. Click Install.
Tip:
You can also access the Install Tool dialog by
selecting Install Tool from the Palm Desktop
program group or by double-clicking any file
with a PRC, PDB, or PNC file extension.
Click here to
select your
user name
Click Add
to select
applications
to install
4. When the Open dialog box appears, select the application(s) you want
to install on your handheld and then click Open.
5. Perform a HotSync operation to install the selected application(s) on
your handheld.
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Installing applications using a Macintosh
1. Copy or download the application you want to install into the
Add-on folder in your Palm folder on your Macintosh.
Note:
If the software is compressed, expand it into this folder.
2. Double-click the Hotsync Manager icon in the Palm folder.
3. From the HotSync menu, choose Install Handheld Files.
User pop-up menu
Click Add to
List to select
applications
to install
4. From the User pop-up menu, select your user name.
5. Click Add to List.
Select Add-on folder
Select
application
to install
Tap Add File
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, and close the Install Handheld Files window.
9. Repeat steps 5 through 7 to select additional applications to install.
10. Perform a HotSync operation to install the selected application(s)
on your handheld.
Chapter 3
Page 37
Resetting your handheld
If your handheld does not respond to buttons or tapping the screen,
you need to perform a reset to get your handheld running again.
Performing a soft reset
A soft reset tells your handheld to stop what it’s doing and start over
again while retaining all records and entries stored in your handheld.
■
Use the tip of an unfolded paper clip (or similar object without a
sharp tip) to gently press the reset button inside the hole on the
back panel of your handheld.
Reset button
Performing a hard reset
Important: 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. You can restore
any data previously synchronized with your computer
during the next HotSync operation. See the online
Handbook for instructions on restoring your data.
1. Hold down the power button on the front panel of your handheld.
2. While holding down the power button, use the tip of an unfolded
paper clip (or similar object without a sharp tip) to gently press and
release the reset button.
3. Wait for the Palm™ logo to appear and release the power button.
4. When a message appears warning that you are about to erase all
the data stored on your handheld, do one of the following:
Press the upper scroll button on the front panel of the handheld
to complete the hard reset and display the Digitizer screen.
Press any other button to perform a soft reset.
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Get to Work
Chapter 4
Frequently Asked
Questions
If you encounter a problem with your handheld, try the suggestions in
this section, and the suggestions in the “Frequently Asked Questions”
chapter in the online Handbook before contacting Technical Support.
If you are still having problems, contact Technical Support. For US
and International telephone numbers, see the Worldwide Customer
Support card that comes with your handheld or go to
http://www.palm.com.
Note: There are thousands of third-party applications available for
Palm OS® handhelds. For questions and support, please
contact the software developer directly.
I don’t see anything on my handheld screen
1. Press an application button to ensure your handheld is turned on.
2. 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.
3. Make sure the batteries are fresh and properly installed.
4. Perform a soft reset. Use a paperclip to gently press the reset button
on the back of your handheld.
5. If your handheld still doesn’t turn on, perform a hard reset by
holding down the power button while doing a soft reset. Wait for
the Palm™ logo to appear, then release the power button. If you
want to continue and erase all your data, press the up scroll button.
Important: 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. You can restore
any data previously synchronized with your computer
during the next HotSync® operation. See the online
Handbook for instructions on restoring your data.
Chapter 4
Page 39
I can’t complete a HotSync operation
The first step in diagnosing HotSync problems is to determine if your
handheld and computer are able to communicate with each other.
1. Connect your handheld to the HotSync cradle/cable.
2. Confirm that HotSync Manager is running and enabled.
On the Windows desktop, double-click the Palm
Desktop icon, click the HotSync icon
on the taskbar and
make sure Local is checked on the menu. If not, click it to insert
a check mark.
Windows.
Macintosh. 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/cable.
4. Watch your monitor to see if the HotSync Progress dialog box
appears (you may also hear the HotSync tones on your handheld).
If the HotSync Progress dialog box does not appear, your handheld and computer are not communicating. See “Troubleshooting communication problems” later in this chapter.
If the HotSync Progress dialog box appears, your handheld and
computer are communicating. See “Troubleshooting data synchronization problems” later in this chapter.
Troubleshooting communication problems
Check your connections:
1. Check the contact points on your handheld and on the HotSync
cradle/cable and make sure they are clean and free from
obstruction.
2. Make sure that your handheld is seated firmly on the HotSync
cradle/cable. Gently rock it back and forth to ensure it is making
contact.
3. Check the HotSync cradle/cable connection on the back of your
computer to make sure it is properly attached.
4. Perform a HotSync operation. Continue if you’re still having
problems.
Page 40
Frequently Asked Questions
Check your handheld settings:
1. Turn on your handheld and tap the Applications icon
2. Tap the HotSync icon
.
.
3. Tap Local above the HotSync icon and select Direct Serial from the
pick list below the HotSync icon.
4. Tap the HotSync icon to perform a HotSync operation. Continue if
you’re still having problems.
Check your Windows computer settings:
1. Right-click the My Computer icon on your Desktop and select
Properties.
2. Click the Device Manager tab and double-click Ports.
3. If the port you are using for the HotSync cradle/cable shows an
exclamation point, you have a hardware conflict. To resolve this,
consult the documentation that came with your computer.
4. Click the HotSync icon
on the taskbar and choose Setup.
5. Click the Local tab and make sure the Serial port setting matches
the port where you connected the HotSync cradle/cable.
6. From the Speed list, choose the 9600 setting.
7. Click OK and perform a HotSync operation. If you are still
experiencing problems, complete steps 8 and 9.
8. Click the HotSync icon on the taskbar and select exit.
9. Restart HotSync Manager by selecting Start, Programs, Palm
Desktop, and then HotSync Manager.
Note: If you get a warning that the port is in use, then either move
your HotSync cradle/cable to a different COM port or disable
the conflicting device to perform HotSync operations.
Check your Macintosh settings:
1. Double-click the HotSync Manager in the Palm folder.
2. Click the Serial Port Settings tab.
3. Make sure Local is selected and that the port selection matches the
port where your HotSync cradle/cable is attached.
Note: If you get a warning that the port is in use, then either move
your HotSync cradle/cable to a different port or disable the
conflicting device to perform HotSync operations.
Chapter 4
Page 41
Troubleshooting data synchronization problems
If your data does not appear on your handheld and in the Palm
Desktop software after a HotSync operation, try the steps in this
section.
Note: If you are attempting to synchronize with applications other
than the Palm™ Desktop software (e.g., Microsoft Outlook,
Lotus Notes, etc.) using a third-party conduit, please consult
the documentation that was provided with that conduit.
Check your desktop configuration:
1. Make sure you selected the user name that matches your
handheld.
2. Make sure the date on your computer matches the date on your
handheld.
Check the HotSync log:
1. Open the HotSync log.
Windows. Click the HotSync icon on the taskbar and select View
Log from the menu.
Macintosh. Double-click the HotSync Manager in the Palm folder and choose View Log from the HotSync menu.
2. Ensure that all applications are marked OK. If not, continue to the
next section to check your conduit settings.
Check your conduit settings on a Windows computer:
1. Click the HotSync icon on the taskbar and select Custom.
2. Select the user name that matches the handheld you are attempting
to synchronize.
3. Ensure that the application conduits (other than Backup and
Install) are set to Synchronize the Files.
Check your conduit settings on a Macintosh:
1. Double-click the HotSync icon in the Palm folder.
2. From the HotSync Manager menu, choose Conduit Settings.
3. Select the user name that matches the handheld you are attempting
to synchronize.
4. Ensure that the application conduits (other than Backup and
Install) are set to Synchronize the Files.
Page 42
Frequently Asked Questions
Upgrading from another Palm OS handheld
If you already own a Palm OS handheld, we recommend that you
install the version of Palm Desktop software that comes with your
new Palm m100 series handheld into the same folder as your current
Palm Desktop software. When you install the new version in the same
folder as the previous version, all your data is preserved.
Note: If you use another personal information manager (PIM), you
still need to install Palm Desktop software in order to add
HotSync Manager, conduit software, and other features of
Palm Desktop software to your computer.
Upgrading on a Windows computer:
1. Synchronize your old handheld with your old Palm Desktop
software to ensure all the data from your handheld is on your
desktop computer.
2. (Optional) To ensure against data loss, copy the Palm Desktop
software folder and all its contents, rename it (for example, Palm
Old), and store the copy outside the Palm Desktop software folder.
3. Follow the instructions in “Installing Palm Desktop software” in
Chapter 1. Be sure to install the new software in the same folder as
the old software.
4. To prepare for the first HotSync operation that synchronizes your
new handheld with your new Palm Desktop software, go to the
HotSync Manager and choose Custom.
Note:
Be sure your user name appears in the box at the top of the
Custom dialog box. If not, select your user name.
5. For all conduits, click Change and select the option Desktop
overwrites handheld. Then click Done.
6. Connect the HotSync cradle/cable to your computer. See
“Connecting the HotSync cradle/cable” in Chapter 1 for details.
7. Connect your new handheld to the HotSync cradle/cable and
press the HotSync button. If the Select User dialog box appears,
select your user name.
Note: If you customized the modem setup on your old handheld,
you must re-enter the modem initialization string. You must
also re-enter your passwords. Records you previously marked
Private are still marked Private.
Chapter 4
Page 43
Upgrading on a Macintosh:
1. Synchronize your old handheld with your old Palm Desktop
software to ensure all the data from your handheld is on your
Macintosh.
2. (Optional) To ensure against data loss, copy your Users Data folder
(inside the Palm folder) and its contents, rename it (for example,
My Old Palm Data), and store the copy outside the Palm folder.
3. If your old Palm Desktop software is version 1.0, uninstall your old
Palm Desktop software.
4. Follow the installation instructions in “Installing Palm Desktop
software on a Macintosh” in Chapter 1. Be sure to install the new
software in the same folder as the old software.
5. To prepare for the first HotSync operation that synchronizes your
new handheld with your new Palm Desktop software, double-click
the HotSync Manager in the Palm folder and choose Conduit
Settings from the HotSync menu.
6. Select your user name from the User pop-up at the top of the
Conduit Settings window.
7. For all conduits, click Conduit Settings and select the option
Macintosh overwrites handheld. Then click OK.
8. Connect the HotSync cradle/cable to your Macintosh. See
“Connecting the HotSync cradle/cable” in Chapter 1 for details.
9. Connect your new handheld to the HotSync cradle/cable and
press the HotSync button. If the User pop-up appears, select your
user name.
Note: If you customized the modem setup on your old handheld,
you must re-enter the modem initialization string. You must
also re-enter your passwords. Records you previously marked
Private are still marked Private.
Each handheld must have a unique name
After completing the upgrade process, your new handheld and your
old handheld have the same user name. To prevent unexpected results
during HotSync operations, possible data loss, and other
complications, each handheld must have a unique name. We strongly
recommend that you perform a hard reset on your old handheld to
erase all data from the old handheld and assign it a new user name
during the next HotSync operation with the old handheld. See
“Performing a hard reset” in Chapter 3 for details.
Page 44
Frequently Asked Questions
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