Handbook for Palm ™ m100 Series Handhelds

Handbook for Palm ™ m100 Series Handhelds
Handbook for
Palm™ m100 Series
Handhelds
Copyright
Copyright © 2001-2002 Palm, Inc. All rights reserved. Graffiti, HotSync, PalmModem, and Palm OS are
registered trademarks of Palm, Inc. The HotSync logo, Palm Powered, Palm, and the Palm logo are
trademarks of Palm, Inc. Other product and brand names may be trademarks or registered trademarks of
their respective owners.
Disclaimer and Limitation of Liability
Palm, Inc. assumes no responsibility for any damage or loss resulting from the use of this handbook.
Palm, Inc. assumes no responsibility for any loss or claims by third parties which may arise through the use
of this software. Palm, Inc. assumes 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 and Adapters and
Software Download Available
The HotSync® cradle/cable supplied with your handheld fits a USB connector. If you do not have a USB
port available on your computer, you can order a 9-pin serial cradle and the following types of adapters: 25pin serial adapter (for use with Windows computers), or a Macintosh serial adapter. To order a HotSync
cradle or adapters, go to the web site: www.palm.com.
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 www.palm.com.
PN: 406-3912A-US
Contents
About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Chapter 1: Introduction to Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Getting to know your Palm™ m100 series handheld . . . . . . . . . . . . . . . . . . . . . 3
What is a Palm m100 series handheld? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Handheld components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Upgrading from another Palm OS handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Preparing to use your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Using the protective flip cover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Changing the face plate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Connecting the HotSync cradle/cable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Charging the handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Using your handheld with another PIM . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Tapping and typing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Tap with the stylus to get things done . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Elements of the handheld interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Opening applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Using menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Entering data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Customizing your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Chapter 2: Entering Data in Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . 27
Using Graffiti writing to enter data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Writing Graffiti characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Graffiti tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
The Graffiti alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Writing capital letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Writing numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Graffiti numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Writing punctuation marks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Additional Graffiti punctuation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
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Writing symbols and extended characters . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Writing accented characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Accent strokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Additional non-English characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Navigation strokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Graffiti ShortCuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Using the onscreen keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Using Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Using your computer keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Importing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Importing data from a Windows computer . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Importing data from a Mac computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Chapter 3: Managing Your Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Using the Applications Launcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Selecting applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Switching between applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Categorizing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Changing the Applications Launcher display . . . . . . . . . . . . . . . . . . . . . . . . 42
Choosing preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Installing and removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Installing add-on applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Removing Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Assigning a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Changing or deleting a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Locking your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Recovering from a forgotten password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Chapter 4: Using Expansion Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Inserting an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Removing an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Opening expansion card applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Switching between your handheld and an expansion card . . . . . . . . . . . . . . . 57
Copying applications to or from an expansion card . . . . . . . . . . . . . . . . . . . . . 57
Selecting copy settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Deleting applications from an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Card Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
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Reviewing card information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Renaming a card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Formatting a card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Card Info menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Chapter 5: Using Your Basic Applications . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Overview of basic applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Date Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Common tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Creating records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Editing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Deleting records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Purging records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Exchanging and updating data: HotSync operations . . . . . . . . . . . . . . . . . . 72
Beaming information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Categorizing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Finding information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Sorting lists of records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Making records private . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Attaching notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Choosing fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Reviewing Reminders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Application-specific tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Date Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
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Chapter 6: Advanced HotSync® Operations . . . . . . . . . . . . . . . . . . . . . . . 123
Selecting HotSync setup options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Customizing HotSync application settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
IR HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Preparing your computer for infrared communication . . . . . . . . . . . . . . . 130
Configuring HotSync Manager for infrared communication . . . . . . . . . . 131
Performing an IR HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Returning to cradle/cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . 133
Conducting a HotSync operation via a modem . . . . . . . . . . . . . . . . . . . . . . . . 134
Preparing your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Preparing your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Selecting the conduits for a modem HotSync operation . . . . . . . . . . . . . . 138
Performing a HotSync operation via a modem . . . . . . . . . . . . . . . . . . . . . . 138
Using File Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Creating a user profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Chapter 7: Setting Preferences for Your Handheld . . . . . . . . . . . . . . . . . . 143
Viewing preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Buttons preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Pen preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
HotSync buttons preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Digitizer preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Formats preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Country default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Time, date, week start, and numbers formats . . . . . . . . . . . . . . . . . . . . . . . 147
General preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Auto-off delay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Stay on in cradle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
System, alarm, and game sounds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Beam Receive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Date and Time preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Connection preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Editing connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Network preferences and TCP/IP software . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Selecting a service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Entering a user name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Entering a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Selecting a connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Adding telephone settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
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Connecting to your service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Creating additional service templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Adding detailed information to a service template . . . . . . . . . . . . . . . . . . 156
Login scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Creating a login script on your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Plug-in applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
Deleting a service template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
Network preferences menu commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
TCP/IP troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Owner preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
ShortCuts preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Creating a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Editing a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Deleting a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
Appendix A: Maintaining Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . 167
Caring for your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Battery considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Resetting your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Performing a soft reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Performing a hard reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Appendix B: Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . 173
Software installation problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
Operating problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Tapping and writing problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Application problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
HotSync problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Beaming problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Password problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Recharging problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Expansion card problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Appendix C: Non-ASCII Characters for Login Scripts . . . . . . . . . . . . . . . . 187
Use of ^char . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Carriage return and line feed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Literal characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Product Regulatory Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
vii
Contents
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
viii
About This Book
Welcome to the Palm™ m100 series handheld. This handbook is designed to help
you get up and running quickly on your handheld. It describes all you need to
know about how to use your handheld and the applications that come with it.
It walks you through:
■
Locating all the parts of your handheld
■
Viewing and entering data
■
Working with expansion cards
■
Using your handheld with your computer
■
Personalizing your handheld with your own preference settings
After you become familiar with the basic functionality of your handheld, you can
use the rest of this handbook as a reference for less common tasks, for maintaining
your handheld, and also as a source of information if you have problems operating
it.
1
About This Book
2
CHAPTER 1
Introduction to Your Handheld
This chapter explains the physical buttons and controls on your Palm™ m100
series handheld, how to use your handheld for the first time, how to add expansion
cards to your handheld, and how to use HotSync® technology to synchronize your
handheld and Palm™ Desktop software.
Getting to know your Palm™ m100 series handheld
What is a Palm m100 series handheld?
Palm m100 series handhelds will help you stay organized and on time, and keep
up with daily tasks while you are away from your desk. Use your new handheld
to do the following:
■
Enter your schedule in Date Book
■
Keep all your contact names, addresses, and phone numbers in Address Book
■
Prioritize and assign your tasks a due date in To Do List
■
Jot quick notes directly on the color screen in Note Pad
■
Set alarms from Clock, Date Book, and Note Pad, to keep yourself on schedule
and remind yourself of appointments and notes
■
Synchronize your data with Palm Desktop software on your Windows or Mac
computer so you always have a copy
■
Insert Secure Digital (SD) or MultiMediaCard expansion cards to add
additional software or memory, or to back up your data
■
Attach and use peripheral hardware devices, such as a modem
■
Beam information to another Palm OS® handheld with an IR (infrared) port that
is close by
3
Chapter 1
Introduction to Your Handheld
System requirements
To install and operate Palm Desktop software, your computer system must meet
the following requirements:
Minimum requirements: Windows
■
IBM-compatible Pentium-class computer
■
Windows 95*/98/Me/NT 4.0*/2000**/XP** (* Windows 95/NT operating
systems require a serial cradle/cable, sold separately. ** User must have
administrator rights to install Palm Desktop software.)
■
30 MB available hard disk space
■
VGA monitor or better (16 bit or High Color, and 800x600 resolution
recommended)
■
CD-ROM or DVD-ROM drive (you can also download the Palm Desktop
software from www.palm.com)
■
Mouse
■
One available USB port or serial port (serial cradle/cable sold separately)
Minimum requirements: Mac computer
■
Mac computer or compatible with a PowerPC processor
■
Mac OS 8.6 to 9.x
■
25 MB available hard disk space
■
6 MB available RAM
■
CD-ROM or DVD-ROM drive (you can also download the Palm Desktop
software from www.palm.com)
■
Mouse
■
One available USB port or serial port (serial cradle/cable sold separately)
Optional equipment
4
■
Modem (such as an add-on modem accessory)
■
Printer (compatible with your computer and its operating system)
■
Infrared communication device
■
Secure Digital (SD) or MultiMediaCard expansion cards (sold separately)
■
HotSync cable, which enables you to perform HotSync operations without your
cradle (sold separately, available with either a USB or serial connector)
Getting to know your Palm™ m100 series handheld
Handheld components
Locating front panel controls
Power button/
Backlight control
Screen
Scroll buttons/
Clock control
Graffiti
writing area
Changeable
face plate
Application buttons
Turns your handheld on or off and controls the backlight feature. If
Power button/
Backlight control your handheld is turned off, pressing the power button turns the
unit on and returns you to the last screen you viewed.
If your handheld is turned on, pressing the power button turns the
unit off. Pressing the power button for about two seconds sets the
brightness of the backlight to high or low.
Screen
Displays the applications and information stored in your
handheld. It is touch-sensitive and responds to the stylus.
Graffiti® writing
area
The area where you write letters and numbers using the Graffiti®
alphabet. See Chapter 2 to learn how to write Graffiti characters.
Application
buttons
Activates the individual handheld applications that correspond to
the icons on the buttons: Date Book, Address Book, To Do List, and
Note Pad. If your handheld is turned off, pressing any application
button activates the handheld and opens the corresponding
application. This is the fastest way to open an application.
See “Buttons preferences” in Chapter 7 for details on
reassigning these buttons to activate any application on your
handheld.
TIP
5
Chapter 1
Introduction to Your Handheld
Scroll buttons/
Clock control
Displays text and other information that extends beyond the
handheld screen area.
When your handheld is on, pressing the lower button scrolls down
to view information below the viewing area, and pressing the
upper button scrolls up to view information above the viewing
area.
When your handheld is off, pressing the top button displays the
time.
Changeable face
plate
Protects your handheld and enables you to personalize your
handheld’s appearance.
Using the backlight
When your handheld is on, a backlight illuminates your screen and enables you to
see the information, even under difficult lighting conditions. The backlight
brightness is initially set to high, but you can set the brightness to low to save
power. When you set the brightness, your handheld remembers your preference
until you change the brightness.
To set the backlight:
■
Press the power button and hold it down for about two seconds. Release the
button when the backlight brightness is set to your preference.
TIP In addition, you can assign the full-screen pen stroke to set the backlight. See
“Pen preferences” in Chapter 7 for details.
Locating back panel components
Stylus
Face plate tab
IR port
Reset button
Expansion
card slot
Universal
connector
6
Upgrading from another Palm OS handheld
Stylus
Serves as a pointing and writing device for navigating through
applications and entering data on your handheld. To use the
stylus, slide it out of the storage slot and hold it as you would a pen
or pencil.
Face plate tab
Releases the face plate so you can personalize the appearance of
your handheld with another face plate (sold separately).
IR port
Uses infrared technology to transmit data to and receive data from
other Palm OS handhelds, and to perform HotSync operations.
See “Common tasks” in Chapter 5 and “IR HotSync operations” in
Chapter 7 for more information.
Expansion card
slot
Accepts Secure Digital (SD) or MultiMediaCard content and SDIO
cards, enabling you to add more memory, applications, or
functionality. You can also back up data to an expansion card.
Reset button
Under normal use, you should not have to use the reset button.
See Appendix A for information about when and how to use the
reset button.
Universal
connector
Connects your handheld to the cradle/cable, which in turn
connects to the back of your computer and power. This allows you
to update the information between your handheld and computer
using HotSync technology and recharge the battery.
The universal connector also connects peripheral hardware
devices, such as a modem, to your handheld.
Upgrading from another Palm OS handheld
If you already own a Palm OS handheld, you must install the version of Palm
Desktop software that comes with your new handheld. To upgrade quickly and
easily, perform the tasks described in the following sections. Some tasks are
specifically for upgrading.
7
Chapter 1
Introduction to Your Handheld
Preparing to use your handheld
Before you begin using your handheld and Palm Desktop software, you must
complete a few easy installation tasks.
To use your handheld and Palm Desktop software, complete the following:
■
(If upgrading) Perform a HotSync operation using your old handheld and
cradle/cable. This ensures all data on your handheld is on your desktop
computer.
■
Connect the HotSync cradle/cable that comes with your Palm m100 series
handheld to your computer. See “Connecting the HotSync cradle/cable” later
in this chapter for details.
■
Insert your handheld in the cradle and charge the battery. See “Charging the
handheld” later in this chapter.
■
(If upgrading) You may want to create a copy of your old Palm Desktop
software folder and its contents before installing your new Palm Desktop
software. If you do this, rename the copied folder (for example, Palm Old), and
store it outside the Palm Desktop software folder. This step is optional.
■
Install the Palm Desktop software that comes with your Palm m100 series
handheld. See “Installing Palm Desktop software” later in this chapter for
details.
■
Perform a HotSync operation. See “Exchanging and updating data: HotSync
operations” in Chapter 5 for details.
■
(If upgrading) Rename your old handheld. To prevent unexpected results
during HotSync operations, each handheld must have a unique name. We
recommend that you perform a hard reset on your old handheld. See
“Performing a hard reset” in Appendix A for details.
Using the protective flip cover
The flip cover protects your handheld screen when it is not in use. The window in
the cover enables you to quickly view the time and alarm reminder messages when
your handheld cover is closed. To view the time, press the top scroll button which
is accessible through the hole at the bottom of the cover.
You can open the cover so that it rests on the back of your handheld, or remove it
altogether.
8
Preparing to use your handheld
To remove the cover:
1.
Open the cover and grasp the hinge with your thumb.
2.
Gently rock the cover from one side to the other until the hinge prongs release
from the slots on the top edge of your handheld.
To reattach the cover:
■
Align the hinge prongs with the slots on the top edge of your handheld, and
then insert one prong at a time until the prongs lock inside the slots.
Changing the face plate
You can personalize the appearance of your handheld by changing the face plate.
For information about face plate accessories, visit the web site www.palm.com.
9
Chapter 1
Introduction to Your Handheld
To remove the face plate:
1.
Remove the flip cover.
2.
Lift the face plate tab slightly to separate it from your handheld and pull the
existing face plate away from your handheld.
Face plate tab
To attach the face plate:
1.
Align the bottom edge of the new face plate with the slot on the bottom edge of
your handheld.
2
1
2.
Gently press the top of the face plate onto your handheld until it clicks into
position.
Connecting the HotSync cradle/cable
IMPORTANT The HotSync cradle/cable supplied with your handheld fits a USB
connector. If your computer does not have a USB port, or if you are using
Windows 95, Windows NT, or an older Mac computer, you can order a serial cradle/
cable and a 25-pin serial adapter, if necessary, from www.palm.com. Follow the
documentation that accompanies the serial cradle/cable before attempting to
complete the installation tasks.
To connect the HotSync Cradle/cable
10
1.
Shut down and turn off your computer.
2.
Plug the USB connector on the cradle/cable into a USB port on your computer.
Preparing to use your handheld
3.
Connect the power cord that attaches to the back of the cradle’s USB port
connector to the AC adapter cord.
4.
Plug the adapter into any AC current outlet.
Charging the handheld
Your handheld is recharged each time you place the handheld in the cradle. Just
place your handheld in the cradle for at least two hours for an initial charge before
you use it. Then place it in the cradle for ten to fifteen minutes each day to recharge
the battery to full capacity.
If the battery gets low, your handheld displays a warning message. If this occurs,
perform a HotSync operation and then recharge the battery as soon as possible. If
your handheld shuts down, you still have about a week to recharge the battery
before you lose the data on your handheld.
11
Chapter 1
Introduction to Your Handheld
Palm Desktop software
Palm Desktop software extends many of the functions of your handheld to your
computer and serves to back up all your data. Viewing and editing your data using
Palm Desktop software is optional. However, when you use it with your handheld
and the built-in HotSync technology, you can fully synchronize the information on
your handheld with the information on your computer.
It is a good idea to back up your data in case something happens to the data on
your handheld. Changes you make on your handheld or Palm Desktop software
appear in both places after you synchronize.
With Palm Desktop software, you can do the following:
12
■
Work with your handheld applications on your computer. Palm Desktop
software duplicates the Date Book, Address Book, To Do List, and Memo Pad
applications on your handheld, so you can view, enter, and modify any data
stored on your handheld. (You cannot modify Note Pad data in Palm Desktop
software.)
■
Back up the data stored on your handheld with HotSync technology and
synchronize the data on your Palm Desktop software. Synchronization is a onestep procedure that ensures your data is always safe and up-to-date. See
“Exchanging and updating data: HotSync operations” in Chapter 5 for more
information.
■
Import and export data, so you can easily transfer data from other desktop
applications into Date Book, Address Book, To Do List, and Memo Pad. See
“Importing data” in Chapter 2 for more information.
Preparing to use your handheld
■
Print your Date Book, Address Book, To Do List, and Memo Pad information on
any printer.
Installing Palm Desktop software
The following instructions guide you through installing Palm Desktop software.
After installation, refer to the online Help in Palm Desktop software, the Quick Tour
in Palm Desktop software (for Windows users), and the Palm Desktop Software for
the Macintosh User’s Guide located in the Documentation folder in the Palm Desktop
folder.
To ensure a safe and uninterrupted installation of Palm Desktop software, please
print these instructions or refer to Read This First. Do the following before
installing:
■
Turn off your computer and connect the HotSync cradle/cable to it.
■
Do not simply copy the Palm Desktop software files to your computer’s hard
disk. You must use the installer to place the files in their proper locations and to
decompress the files.
To install 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 disable any virus-scanning software.
3.
Insert the Palm Desktop software CD-ROM into the computer’s 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.
Shown with a HotSync
cradle. Some models
use a cable in place of
the cradle.
13
Chapter 1
Introduction to Your Handheld
To install Palm Desktop software on a Mac computer:
1.
Turn on your computer.
2.
Insert the Palm Desktop software CD-ROM into your computer’s CD-ROM
drive.
3.
Double-click the Palm Desktop CD-ROM icon.
4.
Double-click the Installer icon to begin the installation procedure.
5.
Follow the onscreen instructions to complete the installation.
Shown with a HotSync
cradle. Some models
use a cable in place of
the cradle.
Using your handheld with another PIM
If you prefer to use another personal information manager (PIM), such as
Microsoft Outlook, you still need to install Palm Desktop software in order to add
HotSync Manager, the connection software, and other features of Palm Desktop
software to your computer. The connection software, called a conduit, lets you
synchronize the data between your handheld and your PIM. The conduit for
Microsoft Outlook is included on the Palm Desktop software CD-ROM (Windows
only); however you must install it in addition to the Palm Desktop software. For
information on the availability of conduit software for the PIM you use, contact the
vendor of your PIM or visit the web site www.palm.com.
14
Tapping and typing
Tapping and typing
Tap with the stylus to get things done
Like using a mouse to click elements on a computer screen, using the stylus to tap
elements on your handheld screen is the basic action that gets things done on your
handheld.
The first time you start your handheld, setup instructions appear on the screen.
These instructions include a calibration screen. Calibration aligns the internal
circuitry of your handheld with its touch-sensitive screen so that when you tap an
element on the screen, the handheld can detect exactly which task you want to
perform.
IMPORTANT Always use the point of the stylus for tapping or making strokes on the
handheld screen. Never use an actual pen, pencil, or other sharp object to write on
the handheld screen.
With your handheld turned on, you can tap the handheld screen to do many
operations, such as the following:
■
Open applications
■
Choose menu commands
■
Initiate a Find operation to search through applications installed on your
handheld for specific text (Find operations do not search through applications
on expansion cards)
■
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.
15
Chapter 1
Introduction to Your Handheld
Elements of the handheld interface
Menu
bar
Icons
16
Menu bar
A set of commands that are specific to the application. Not all
applications have a menu bar.
Icons
Tap the icons to open applications
, menus
and to find text anywhere in your data
.
Contrast control
Tap the Contrast icon
to open the Adjust Contrast dialog box.
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.
Clock
Tap the Clock icon
abc
With the cursor in an input field, tap the dot to activate the
alphabetic keyboard.
123
With the cursor in an input field, tap the dot to activate the numeric
keyboard.
, Calculator
,
to display the time and date.
Tapping and typing
Previous/next arrows
Check
box
Pick list
Command
button
Scroll
bar
Check box
When a check mark appears in a check box, the corresponding
option is active. If a check box is empty, tapping it inserts a check
mark. If a check box is checked, tapping it removes the check mark.
Command
buttons
Tap a button to perform a command. Command buttons appear in
dialog boxes and at the bottom of application screens.
Next/previous
arrows
Tap the left and right arrows to display the previous and next
record; tap the up and down arrows to display the previous and
next page of information.
Pick list
Tap the arrow to display a list of choices, and then tap an item in
the list to select it.
Scroll bar
Drag the slider, or tap the top or bottom arrow, to scroll the display
one line at a time. To scroll to the previous page, tap the scroll bar
just above the slider. To scroll to the next page, tap the scroll bar
just below the slider.
You can also scroll to the previous and next pages by pressing the
upper and lower scroll buttons on the front panel of your
handheld.
Opening applications
You can use the Applications Launcher to open any application installed on your
handheld. You can also open Date Book, Address Book, To Do List, and Note Pad
with the application buttons on the front panel of your handheld.
Applications
Launcher
Date Book
Address Book
Note Pad
To Do List
17
Chapter 1
Introduction to Your Handheld
TIP When you press an application button on the front panel, you have instant
access to the selected application. You don’t even need to turn on your handheld first.
In addition to providing a way for you to open applications, the Applications
Launcher displays the current time, battery level, and application category.
To open an application on your handheld:
1.
Tap the Applications icon
.
2.
Tap the icon of the application that you want to open. If you have many
applications installed on your handheld, tap the scroll bar to see all of your
applications.
TIP 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. You can also assign application icons
to different categories. See “Categorizing applications” in Chapter 3.
NOTE You can also use applications on expansion cards. See “Opening
expansion card applications” in Chapter 4.
Using menus
Menus on your handheld are easy to use. Once you have mastered them in one
application, you can use them the same way in all other applications.
The menus of each application are illustrated in the section on that application in
Chapter 5. The Edit menu is described in See “Editing records” in Chapter 5.
To open the menu bar:
1.
Open an application (such as Memo Pad).
2.
Do one of the following:
Tap the Menu icon
18
.
Tapping and typing
Tap on the inverted title area at the top of the screen.
Tap the title area
Tap the Menu icon
In this example, three menus are available: Record, Edit, and Options. The Record
menu is selected and contains the commands New Memo, Delete Memo, and Beam
Memo.
Choosing a menu
After you open the menu bar for an application, tap the menu that contains the
command you want to use.
The menus and menu commands that are available depend on the application that
is currently open. Also, the menus and menu commands vary depending on which
part of the application you’re currently using. For example, in Memo Pad, the
menus are different for the Memo list screen and the Memo screen.
Graffiti menu commands
Most menu commands have an equivalent Graffiti Command stroke, which is
similar to the keyboard shortcuts used to execute commands on computers. The
command letters appear to the right of the command names.
Menu commands
Command letters
19
Chapter 1
Introduction to Your Handheld
Draw the Command stroke anywhere in the Graffiti area. When you draw the
Command stroke, the Command toolbar appears just above the Graffiti writing
area to indicate that you are in Command mode.
Command
Undo
Cut Copy Paste
Beam
Delete
The command toolbar displays context sensitive menu commands for the current
screen. For example, if text is selected the menu icons displayed may be undo, cut,
copy, and paste. Tap on an icon to select the command, or immediately write the
corresponding command letter for an appropriate command in the Graffiti writing
area.
For example, to choose Select All in the Edit menu, draw the Command stroke,
followed by the letter “s.”
Command mode is only active for a short time, so you must tap an icon or
write the command letter immediately to choose the menu command.
NOTE
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.
20
Tapping and typing
To display an online tip:
1.
Tap the Tips icon
.
2.
After you review the tip, tap Done.
Entering data
There are several ways to enter data into your handheld:
■
Using the onscreen keyboard
■
Using Graffiti writing
■
Using Note Pad
■
Entering or importing data in Palm Desktop software and then synchronizing
with your handheld
■
Using an external keyboard attached to the universal connector
■
Beaming data from another Palm OS handheld that is close by and has an
infrared port. See “Beaming information” in Chapter 5 for details.
Onscreen keyboard
When you create or edit a record in an application such as Address Book, you can
open the onscreen keyboards to enter data.
Tap here for
alphabetic keyboard
Tap here for numeric
keyboard
After a keyboard is open, you can tap to open any of the other keyboards, including
the international keyboard. When a keyboard is open, you can still enter data in the
21
Chapter 1
Introduction to Your Handheld
Graffiti writing area. See “Using the onscreen keyboard” in Chapter 2 for more
information.
Alpha
Tab
Backspace
Caps lock
Carriage return
Caps shift
Numeric
Tap here to display
alphabetic keyboard
International
Tap here to display
international keyboard
Tap here to display
numeric keyboard
Graffiti writing
Your handheld includes Graffiti writing software as the primary system for
entering text and numbers. With Graffiti writing, you write simple strokes with the
stylus and they are instantly recognized as letters or numbers.
Write letters here
Write numbers here
Division marks
The Palm Desktop software CD-ROM includes Giraffe, a game you can use to
practice Graffiti writing. See “Installing and removing applications” in Chapter 3
for installation instructions. The Memo Pad application is ideal for practicing
Graffiti writing. This section explains how to open Memo Pad and use it to practice
Graffiti writing.
To open Memo Pad:
22
1.
Tap the Applications icon
2.
Tap the Memo Pad icon
3.
Tap New.
.
.
Tapping and typing
A blinking cursor appears on the first line of the new memo to indicate
where the new text will appear.
NOTE
New
memo
cursor
Tap
New
Write in
Graffiti
area
See “Using Graffiti writing to enter data” in Chapter 2 for details.
Note Pad
The Note Pad application provides a place where you can write a quick note in
your own handwriting directly on your handheld screen. Think of Note Pad as a
virtual “sticky pad” for short notes. Later, you would transfer your “sticky” notes
to a more permanent place by entering the information in the appropriate
application, or throw them away by deleting them. You can also choose the pen
and paper color for your notes. See “Note Pad” in Chapter 5 for more information
and instructions.
Using Palm Desktop software
If you have new records you want to add to your handheld and prefer to use the
computer keyboard rather than Graffiti writing or the onscreen keyboard, enter the
data in Palm Desktop software or the PIM you have installed to use with your
handheld. For details on entering information in Palm Desktop software, refer to
the online Help in Palm Desktop software, the Quick Tour in Palm Desktop
software (for Windows users), and the Palm Desktop Software for the Macintosh User’s
Guide located in the Documentation folder in the Palm Desktop folder.
23
Chapter 1
Introduction to Your Handheld
After the information is in Palm Desktop software, perform a HotSync operation
to synchronize your handheld with your computer. See “Exchanging and updating
data: HotSync operations” in Chapter 5 for more information.
Importing data
If you already have data in a database on your computer, you can import it into
Palm Desktop software. You can import data stored in computer applications such
as spreadsheets and databases, or from another Palm OS handheld. When you
import data, you transfer the records to your handheld without having to enter
them manually. See “Importing data” in Chapter 2 for more information.
Using an external keyboard
You can connect an optional keyboard accessory to the universal connector on your
handheld so you can type data directly into your handheld. External keyboards are
very helpful when you need to enter large amounts of data quickly and accurately
while you are away from your computer. For additional information about this
optional accessory, visit the web site www.palm.com.
Customizing your handheld
You can customize your handheld by using the Preferences application. You can
enter personal information such as your name and address; change the time, date,
and time zone; view different date and time formats when you travel; turn off
sounds; and configure your handheld to work with a modem. See Chapter 7 for
details.
To open the Preferences screens:
1.
Tap the Applications icon
.
2.
Tap the Preferences icon
3.
Tap the category pick list in the upper-right corner of the screen.
4.
Tap the Preferences category you want to view.
.
The following procedures for setting the date give you an example of how to
customize your handheld.
24
Customizing your handheld
You make changes to the date and time in Date and Time preferences.
To set the date:
1.
Tap the Set Date box.
2.
Tap the arrows to select the current year.
Tap
arrows
to
select
year
Tap to
select
month
Tap to set date
3.
Tap a month.
4.
Tap the current date.
Tap to select date
To set the time:
1.
Tap the Set Time box.
2.
Tap the up or down arrows to change the hour.
3.
Tap each number of the minute, and then tap the arrows to change them.
4.
Tap OK.
To set the time zone:
1.
Tap the Set Time Zone box.
2.
Tap a time zone.
25
Chapter 1
Introduction to Your Handheld
TIP When you travel, changing the time zone setting to a new time zone
automatically resets the date and time on your handheld, but it does not
change the time of appointments set in Date Book.
3.
Tap OK.
To set the daylight saving switch:
■
26
Tap the Daylight Saving pick list, and then tap Off or On.
CHAPTER 2
Entering Data in Your Handheld
This chapter explains how to enter data into your handheld by writing with the
stylus in the Graffiti® writing area, by using the onscreen keyboard, by using the
computer keyboard, or by importing data from another application.
Using Graffiti writing to enter data
Chapter 1 introduced Graffiti writing and briefly described how to use it to enter
text in your applications. 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. Graffiti writing includes any character you can type on a standard
keyboard. The Graffiti strokes closely resemble the uppercase letters of the regular
alphabet, which makes Graffiti writing easy to learn.
There are four basic concepts for success with Graffiti writing:
■
If you draw the character shape exactly as shown in the tables later in this
chapter (like the shapes shown in the following diagram), you achieve 100%
accuracy.
■
The heavy dot on each shape shows where to begin the stroke. Certain
characters have similar shapes, but different beginning and end points. Always
begin the stroke at the heavy dot (you should not create the heavy dot; it is only
there to show you where to begin the stroke).
27
Chapter 2
Entering Data in Your Handheld
■
Most characters require only a single stroke. When you lift the stylus from the
Graffiti writing area, your handheld recognizes and displays the text character
immediately. To accomplish single strokes, some Graffiti strokes are portions of
the regular alphabet equivalents.
■
The Graffiti writing area is divided into two parts: one for writing the letters of
the alphabet and one for writing numbers. The small marks at the top and
bottom of the Graffiti writing area indicate the two areas.
Write letters here
Write numbers here
Division marks
To write Graffiti letters:
1.
Tap the screen where you want your text to go.
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.”
There are two different stroke shapes available for some letters. For
these letters, choose the one that’s easiest for you.
NOTE
Lift stylus
here
Start stroke
at heavy dot
As you’ll see later, you use the same shape to create both the uppercase and
lowercase version of a letter.
28
3.
Position the stylus in the left-hand side of the Graffiti writing area.
4.
Start your stroke at the heavy dot and draw the stroke shape as it appears in the
tables.
5.
Lift the stylus from the screen at the end of the stroke shape.
Using Graffiti writing to enter data
That’s all there is to it! When you lift the stylus from the screen, your handheld
recognizes your stroke immediately and prints the letter at the insertion point on
the screen.
As soon as you lift the stylus from the screen, you can begin the stroke for the next
character you want to write.
IMPORTANT You must begin the character strokes in the Graffiti writing area. If you
do not make Graffiti strokes in the Graffiti writing area, your handheld does not
recognize them as text characters.
Graffiti tips
When using Graffiti writing, keep these tips in mind:
■
Accuracy improves when you write large characters. You should draw strokes
that nearly fill the Graffiti writing area.
■
To delete characters, simply 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 recognition errors.
■
Do not write on a slant. Vertical strokes should be parallel to the sides of the
Graffiti writing area.
■
Press firmly.
29
Chapter 2
Entering Data in Your Handheld
The Graffiti alphabet
Letter
30
Strokes
Letter
A
N
B
O
C
P
D
Q
E
R
F
S
G
T
H
U
I
V
J
W
K
X
L
Y
M
Z
Space
Back Space
Carriage
Return
Period
Strokes
tap twice
Using Graffiti writing to enter data
Writing capital letters
You make capital letters with the same stroke shapes as the basic alphabet
characters. To make capital letters, you must first “shift” to caps — just as you press
the Shift key on a keyboard — and then write the character strokes.
NOTE Graffiti writing includes a feature that automatically capitalizes the first letter
when you create a new sentence or a new record (by tapping New or a blank line).
To draw the first letter of a word as a capital letter:
■
Use the Caps Shift stroke:
Caps
Shift
TIP When Caps Shift is active, an “up arrow” symbol appears in the lowerright corner of the handheld screen. If you accidentally activate Caps Shift,
backspace will cancel it.
Caps Shift
To enter only capital letters (Caps Lock):
■
Use the Caps Lock stroke:
Caps
Lock
TIP When Caps Lock is active, an underlined “up arrow” symbol appears in
the lower-right corner of the handheld screen. To return to lowercase, make the
Caps Shift stroke.
Caps Lock
Writing numbers
Writing numbers with Graffiti writing is similar to writing letters of the alphabet,
except that you make the character strokes on the right-hand side (numbers side)
of the Graffiti writing area.
31
Chapter 2
Entering Data in Your Handheld
Graffiti numbers
Number
Strokes
Number
0
5
1
6
2
7
3
8
4
9
Strokes
Writing punctuation marks
Graffiti writing can create any punctuation symbol that you can enter from a
standard keyboard. All punctuation marks begin with a single tap on the Graffiti
writing area. When you make this tap, you activate Punctuation Shift and a dot
appears to show it is active. The next stroke you make with the stylus creates a
punctuation mark.
Punctuation shift
When Punctuation Shift is active, you can make a symbol stroke anywhere in
the Graffiti writing area (the letters or numbers side).
NOTE
Symbol
32
Stroke
Symbol
Period
.
Dash
—
Comma
,
Left Paren
(
Apostrophe
'
Right Paren
)
Question
?
Slash
/
Exclamation
!
Dollar
$
Stroke
Using Graffiti writing to enter data
Additional Graffiti punctuation
@
#
%
^
&
*
<
\
{
}
[
]
~
`
>
—
+
=
:
"
tab
;
|
Writing symbols and extended characters
All symbols and extended characters begin with the stroke in the Graffiti writing
area of your handheld:
Symbol
Shift
When the Symbol Shift is active, a slanted shift symbol appears in the lower-right
corner of the screen. The next stroke that you make creates the symbol or extended
character.
Symbol Shift
—

X
:
=
,
c
ƒ
,,
°
Y
=
?
+

,

,,
•
∅
!
Writing accented characters
To create accented characters, draw the stroke normally used to create the letter,
followed by an accent stroke. Graffiti writing then adds the accent to the letter.
For example, the following diagram shows the strokes required to draw an
accented “e.”
=e
33
Chapter 2
Entering Data in Your Handheld
Accent strokes
a
a
a
a
a
a
Using these accent strokes, you can write the following accented letters:
à á â ã ä å è é ê ë ì í î ï ò ó ô õ ö ù ú û ü ÿ ý ñ
Additional non-English characters
You can write the following characters without any special punctuation or shifting:
c
ae
NOTE You must write these non-English characters in the left side of the Graffiti
writing area.
Navigation strokes
In addition to character symbols, Graffiti writing includes special strokes that you
can use to navigate within text or fields in your applications.
Command
Stroke
Move cursor right
Move cursor left
Previous field
(Address Book only)
Next Field
(Address Book only)
Open Address Record
(Address Book only)
Graffiti ShortCuts
Graffiti ShortCuts make entering commonly used words or phrases quick and easy.
ShortCuts are similar to the Glossary or Autotext features of some word
processors.
34
Using the onscreen keyboard
Graffiti writing comes with several predefined ShortCuts, and you can also create
your own. Each ShortCut can represent up to 45 characters. For example, you
might create a ShortCut for your name, or for the header of a memo. See
“ShortCuts preferences” in Chapter 7 to learn about creating your own ShortCuts.
To use a ShortCut, draw the ShortCut stroke followed by the ShortCut characters.
When you draw the ShortCut stroke, the ShortCut symbol appears at the insertion
point to show that you are in ShortCut mode.
ShortCut
Your handheld includes the following predefined Graffiti ShortCuts:
Entry
ShortCut
Date stamp
ds
Time stamp
ts
Date/time stamp
dts
Meeting
me
Breakfast
br
Lunch
lu
Dinner
di
Using the onscreen keyboard
You can open the onscreen keyboard anytime you need to enter text or numbers on
your handheld.
To use the onscreen keyboard:
1.
Open any application (such as Memo Pad).
2.
Tap any record, or tap New.
3.
Tap “abc” to open the alphabetic keyboard, or tap “123” to open the numeric
keyboard.
Tap here for
alphabetic keyboard
Tap here for numeric
keyboard
35
Chapter 2
Entering Data in Your Handheld
4.
Tap the characters to enter text and numbers.
The onscreen keyboard also includes a dialog box for international
characters. You can switch among the three dialogs at any time to enter the
exact text you need. You can also enter data in the Graffiti writing area even
when an onscreen keyboard is open.
NOTE
5.
After you finish, tap Done to close the onscreen keyboard and place the text in
the record.
Using Note Pad
In addition to using Graffiti characters and the onscreen keyboard, you can enter
data on your handheld using the Note Pad application. When you use Note Pad,
you write quick notes directly on the handheld screen in your own handwriting.
Later, you can enter this information into another application, or delete it. See
“Note Pad” in Chapter 5 for more information and instructions.
To use Note Pad:
1.
Press the Note Pad application button
on the front panel of your handheld.
2.
Write the information directly on the handheld screen.
3.
Tap Done.
Using your computer keyboard
If you have a lot of data to enter, or prefer to use the computer keyboard, you can
use Palm™ Desktop software or any supported PIM to enter information. You can
then perform a HotSync® operation to synchronize the information on your
computer with the information on your handheld. Most of the applications that
came with your handheld are also available in Palm Desktop software and in most
PIMs, so you don’t need to learn different applications. For more information on
entering data on your computer, refer to the online Help in Palm Desktop software,
the Quick Tour in Palm Desktop software (for Windows users), and the Palm Desktop
Software for the Macintosh User’s Guide on the Palm Desktop software CD-ROM.
36
Importing data
Importing data
If you have data stored in computer applications such as spreadsheets and
databases, or if you want to import data from another handheld, you can transfer
the data to your handheld without having to key it in manually. Save the data in
one of the file formats listed below, import it into Palm Desktop software, and then
perform a HotSync operation to transfer the data to your handheld.
Importing data from a Windows computer
Palm Desktop software can import data in the following file formats:
■
Comma delimited (.csv, .txt): Address Book and Memo Pad only
■
Tab delimited (.tab, .tsv, .txt): Address Book and Memo Pad only
■
CSV (Lotus Organizer 2.x/97 Mapping): Address Book only
■
vCal (.vcs): Date Book only
■
vCard (.vcf): Address Book only
■
Date Book archive (.dba)
■
Address Book archive (.aba)
■
To Do List archive (.tda)
■
Memo Pad archive (.mpa)
Archive formats can only be used with Palm Desktop software. Use the archive file
formats to share information with other people who use a Palm OS® handheld or
to create a copy of your important Palm Desktop information.
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.
From the File menu, choose Import.
5.
Select the file you want to import.
37
Chapter 2
Entering Data in Your Handheld
6.
Click Open.
If you are importing a vCal or vCard file, skip to step 10. You do not have
to specify which fields correspond to the imported data.
NOTE
7.
To import data into the correct Palm Desktop fields, drag fields in the left-hand
column so that they are opposite the corresponding imported field on the right.
8.
If you do not want to import a field, deselect the check box for that field.
9.
Click OK.
The imported data is highlighted in the application.
10. To
add the imported data to your handheld, perform a HotSync operation.
See Palm Desktop online Help for more information on importing and exporting
data.
Importing data from a Mac computer
Palm Desktop software can import data from any of the following applications
when you export the data in the appropriate file format:
■
Address Book Plus (text file)
■
Claris Organizer (Palm Desktop software can open these files directly)
■
ClarisWorks (save under new name as ASCII text file)
■
DateBook Pro (text file)
■
DayMaker (text file)
■
Dynodex (text file)
■
FileMaker Pro (tab separated text file)
■
Meeting Maker (text file)
■
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)
To import data from a Mac computer:
38
1.
Open Palm Desktop software.
2.
From the File menu, choose Import.
3.
Select the file you want to import.
Importing data
4.
Click Open.
5.
If you want to change the order of the fields you’re importing, point to a field,
wait for the cursor to change to a double arrow, and then drag the field to a new
location.
6.
If you do not want to import a field, click the arrow between the field names.
7.
From the Fields pop-up menu, choose the appropriate field.
8.
From the Delimiters pop-up menu, choose the appropriate delimiter.
9.
Click OK.
10. To
add the imported data to your handheld, perform a HotSync operation.
See Palm Desktop online Help for more information on importing and exporting
data.
39
Chapter 2
40
Entering Data in Your Handheld
CHAPTER 3
Managing Your Applications
This chapter explains how to switch between applications on your handheld, how
to change application settings so they are personalized to your work methods, and
how to categorize applications so you view them in related groups. For
information about working with applications on an expansion card, see Chapter 4.
Using the Applications Launcher
To open the Applications Launcher, tap the Applications icon
.
Selecting applications
Your handheld is equipped with a variety of applications. All the applications
installed on your handheld appear in the Applications Launcher. See “Opening
applications” in Chapter 1 for details. Applications installed on an expansion card
appear immediately in the Applications Launcher when you insert an expansion
card, or when you select the card from the pick list in the upper-right screen. See
“Opening expansion card applications” in Chapter 4 for details.
Switching between applications
When working in any application, tap the Applications icon
or press an
application button on the front panel of your handheld to switch to another
application. Your handheld automatically saves your work in the current
application and displays it when you return to that application. You can also
switch between applications on your handheld and applications on expansion
cards. See “Switching between your handheld and an expansion card” in Chapter
4 for details.
Categorizing applications
The category feature enables you to manage the number of application icons that
appear onscreen in the Applications Launcher. You can assign an application to a
category and then display a single category or all your applications.
To categorize an application:
1.
Tap the Applications icon
2.
Tap the Menu icon
.
.
41
Chapter 3
Managing Your Applications
3.
Tap App, and then tap Category.
4.
Tap the pick list next to each application to select a category.
TIP To create a new category, tap Edit Categories from the pick list. Tap New,
enter the category name, and then tap OK to add the category. Tap OK.
5.
Tap Done.
To display applications by category:
1.
Tap the Applications icon
2.
Do one of the following:
.
Tap the Applications icon repeatedly to cycle through all your categories.
Tap the pick list in the upper-right corner of the screen and
select the category you want to display.
Changing the Applications Launcher display
By default, the Applications Launcher displays each application as an icon. As an
alternative, you can choose to show a list of applications. You can also choose to
view the same category of applications each time you open the Applications
Launcher.
To change the Applications Launcher display:
42
1.
Tap the Applications icon
.
2.
Tap the Menu icon
3.
Tap Options, and then tap Preferences.
.
Choosing preferences
4.
Tap the View By pick list and select List.
5.
Tap OK.
To open the Applications Launcher to the last opened category:
1.
Tap the Applications icon
.
2.
Tap the Menu icon
3.
Tap Options, and then tap Preferences.
4.
Tap the Remember Last Category check box to select it.
5.
Tap OK.
.
Choosing preferences
You can set options that affect an entire application in the application’s Preferences
dialog box.
To change preferences for an application:
1.
Open an application.
2.
Tap the Menu icon
3.
Tap Options, and then tap Preferences.
NOTE
.
Not all applications have a Preferences command.
4.
Make changes to the settings.
5.
Tap OK.
43
Chapter 3
Managing Your Applications
Installing and removing applications
This section explains how to install and remove applications on your handheld or
on an expansion card, and how to remove Palm™ Desktop software from your
computer.
Installing add-on applications
Your handheld comes with the Date Book, Address Book, To Do List, Note Pad,
Memo Pad, and Calculator applications installed and ready to use.
You can also install additional applications on your handheld or on a card that is
seated in the expansion card slot, such as games and other software. The Install
Tool makes it easy to install software during a HotSync ® operation. There are a
variety of third-party applications available for your handheld. To learn more
about these applications, visit the web site www.palm.com.
Any game or application that you install on your handheld resides in RAM
memory; you can delete them at any time.
NOTE
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.
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.
NOTE
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,
PQA, PNC, or SCP file extension.
4.
44
In the User drop-down list, select the name that corresponds to your handheld.
Installing and removing applications
5.
Click Add.
6.
Select the application(s) that you want to install on your handheld or on a
resident expansion card.
7.
Click Open.
Review the list of applications you selected in the Install Tool dialog box.
If you do not want to install an application, select it, and then click Remove.
(This does not remove the application from your computer; it simply removes
it from the list of applications to install.)
NOTE
8.
If you need to change the destination of the application you are installing, click
Change Destination on the Install Tool window, and then use the arrows to
move applications between your handheld and an expansion card.
9.
Click OK to close the Change Destination window.
10. Click
11.
Done to close the Install Tool window.
Perform a HotSync operation to install the selected application(s). See
“Exchanging and updating data: HotSync operations” in Chapter 5 for details.
45
Chapter 3
Managing Your Applications
Files that remain in the list after you perform a HotSync operation did
not install. This can happen if the file type was not recognized during the
HotSync operation. Expansion cards may hold applications that use files other
than the Palm™ application files. In order for your handheld to recognize such
a file, you must launch the application that uses these files at least once.
NOTE
To install add-on software on your handheld using a Mac computer:
1.
On your Mac computer, copy or download the application you want to install
into the add-on folder in your Palm folder.
If the software you download is compressed, you need to decompress
it into this folder.
NOTE
46
2.
Double-click the HotSync Manager icon in the Palm folder.
3.
From the HotSync menu, choose Install Handheld Files.
4.
From the User pop-up menu, select the name that corresponds to your
handheld.
5.
Click Add to List.
6.
Select the Add-on folder from the pop-up menu.
7.
Select the application you want to install.
8.
Click Add File to add the selected application to the Install Handheld Files list.
Installing and removing applications
9.
If you need to change the destination of the application you are installing, click
Change Destination on the Install Handheld Files window, and then use the
arrows to move applications between your handheld and an expansion card.
10. Click
11.
OK to close the Change Destination window.
Close the Install Handheld Files window.
12. Perform
a HotSync operation to install the selected application(s) on your
handheld. See “Exchanging and updating data: HotSync operations” in
Chapter 5 for details.
Files that remain in the list after you perform a HotSync operation did
not install. This can happen if the file type was not recognized during the
HotSync operation. Expansion cards may hold applications that use files other
than the Palm application files. In order for your handheld to recognize such a
file, you must launch the application that uses these files at least once.
NOTE
Removing applications
In the event that you run out of memory or decide that you no longer need an
application you installed, you can remove applications from your handheld or
from an expansion card. From your handheld, you can remove only add-on
applications, patches, and extensions that you install; you cannot remove the
applications that reside in the ROM portion of your handheld.
To remove an add-on application:
1.
Tap the Applications icon
.
2.
Tap the Menu icon
3.
Tap App, and then tap Delete.
4.
Tap the Delete From pick list and select either Handheld or Card. To delete
applications from a card, the card must be seated in the expansion card slot.
.
47
Chapter 3
Managing Your Applications
5.
Tap the application that you want to remove.
6.
Tap Delete.
7.
Tap Yes.
8.
Tap Done.
Removing Palm Desktop software
If you no longer want to use Palm Desktop software, you can remove it from your
computer.
To remove Palm Desktop software from a Windows computer:
1.
From the Windows Start menu, choose Settings, and then choose Control Panel.
2.
Double-click the Add/Remove Programs icon.
3.
Click the Change or Remove Programs button.
4.
Select Palm Desktop.
5.
Click Change/Remove.
6.
Click Yes in the Confirm File Deletion box.
7.
Click OK.
8.
Click Close.
NOTE You need to install the HotSync Manager from the installation CD-ROM if you
want to synchronize data with another PIM.
To remove Palm Desktop software from a Mac computer:
48
1.
Locate the Palm Desktop Installer icon and double-click this icon.
2.
From the Easy Install screen, choose Uninstall from the pop-up menu.
3.
Select the software you want to remove.
4.
Click Uninstall.
5.
Select the folder that contains your Palm Desktop software files.
Security
6.
Click Remove.
This process removes only the application files. The data in your Users
folder remains untouched.
NOTE
7.
Restart your computer.
Security
Your handheld comes with a Security application so that unauthorized users
cannot view the entries you wish to protect.
In Security, you can do the following:
■
Lock and turn off your handheld so that it does not operate until you enter the
correct password.
■
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.
You can mask and hide private records with or without a password. Without a
password, private records are hidden or masked until you set the Security
application to show them. With a password, you must enter the password to view
the private entries. See “Making records private” in Chapter 5 for information.
Assigning a password
You can assign a password to protect your private records and to lock your
handheld.
To assign a password:
1.
Tap the Applications icon
2.
Tap the Security icon.
3.
Tap the Password box.
4.
Enter a password.
.
49
Chapter 3
Managing Your Applications
5.
Enter a hint to help your remember your password if you forget it. This is
optional.
Tap here
6.
Tap OK.
7.
Enter the same password a second time, and tap OK.
Changing or deleting a password
Once you define a password for your handheld, you can change or delete it at any
time. You must enter the current password before you can change or delete it.
To change or delete your password:
1.
Tap the Password box.
2.
Enter the current password.
Tap here
3.
Tap OK.
4.
Do one of the following:
To change the password and hint, enter the new password and hint, and tap OK.
50
Security
To remove the password, tap Unassign.
Locking your handheld
You can lock your handheld so that it cannot be operated until your password is
entered. In the event that your handheld is lost or stolen, this helps protect your
data from unauthorized use. You can set your handheld to lock automatically, or
you can lock it manually.
Locking your handheld automatically
You can set your handheld to lock automatically when any one of the following
occur:
■
When you turn off the power
■
At a time you specify
■
After a period of inactivity you specify
To set your handheld to lock when you turn it off:
1.
Tap the Applications icon
.
2.
Tap the Security icon.
3.
Tap the Auto Lock Handheld box, and then enter your password.
4.
Tap On power off.
5.
Tap OK.
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To set your handheld to lock at a preset time:
1.
Tap the Applications icon
.
2.
Tap the Security icon.
3.
Tap the Auto Lock Handheld box, and then enter your password.
4.
Tap At a preset time, and then use the arrows to set the time.
5.
Tap OK.
To set your handheld to lock after a period of inactivity:
1.
Tap the Applications icon
.
2.
Tap the Security icon.
3.
Tap the Auto Lock Handheld box, and then enter your password.
4.
Tap After a preset delay.
Tap to select Minutes or Hours
Enter the amount of time
52
5.
Enter the inactive period, then select Minute(s) or Hour(s) from the pick list.
6.
Tap OK.
Security
IMPORTANT If you lock your handheld, you must enter the exact password to reactivate your handheld. If you forget the password, your handheld will present the
hint you have entered to help you remember the password. If you still cannot
remember the password, you must perform a hard reset to resume using your
handheld. Performing a hard reset deletes all the records in your handheld; however,
you can restore all synchronized data at the next HotSync operation. See “Resetting
your handheld” in Appendix A for more information.
Locking your handheld manually
You can turn off and lock your handheld manually.
To lock and turn off your handheld:
1.
Tap the Applications icon
2.
Tap the Security icon.
3.
Tap Lock & Turn Off.
.
Tap Lock
and Turn
Off
4.
Tap Off & Lock.
5.
To start your handheld, turn it on and then enter the password.
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Chapter 3
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Recovering from a forgotten password
If you forget your password, your handheld will display the password hint, if you
entered one, to help you remember the password. If you are still unable to
remember the password, you can delete it from your handheld. Deleting a
forgotten password also deletes all entries and files marked as Private.
IMPORTANT If you synchronize with your computer before deleting a forgotten
password, your handheld restores your private entries the next time you perform a
HotSync operation, but it does not restore the password.
To delete a forgotten password:
54
1.
Tap Lost Password.
2.
Tap Yes.
CHAPTER 4
Using Expansion Features
Your handheld provides an expansion card slot that enables you to add additional
software applications, memory, and peripherals. You can also use a special kind of
expansion card that allows you to back up your data when it is inconvenient to
perform a HotSync® operation.
NOTE
Battery life may vary depending on the expansion cards used.
Your handheld is also equipped with a universal connector so that you can easily
attach and use peripheral hardware devices, such as a modem, portable keyboard,
or a Global Positioning System (GPS) receiver. For information about the
installation and operation of hardware devices, please refer to the documentation
that accompanies each device.
Inserting an expansion card
1.
Hold your handheld securely.
2.
Insert the card into the expansion card slot, following the direction indicated by
the expansion card icon on the back panel of your handheld.
Card icon
3.
Use your thumb to push the card into the expansion slot. When you feel the card
lock and hear the audible system sound (if sound is on), the card is properly
seated within the slot.
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Chapter 4
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Removing an expansion card
1.
Hold your handheld securely.
2.
Use your thumb to push against the top of the card, as if you were pushing it
further into the slot. The expansion card slot releases the card, and your
handheld makes an audible system sound.
3.
Once the slot has released the card, gently remove the card from the expansion
card slot.
NOTE Your handheld comes with a dummy card seated within the expansion
card slot. To prevent debris from entering and damaging the slot, we suggest
that you leave the dummy card seated when you are not using an expansion
card.
Opening expansion card applications
When an expansion card is properly seated in the expansion card slot, the
Applications Launcher switches to the card and displays its contents. The pick list
in the upper-right corner of the screen displays the name of the card.
To open an application on an expansion card:
■
56
Tap the icon of the application that you want to open.
Switching between your handheld and an expansion card
Switching between your handheld and an expansion card
When you use an expansion card, your handheld creates and displays a new
category that matches the name of the expansion card. You can easily switch
between applications installed on your handheld and on the expansion card.
To switch to an expansion card:
1.
Tap the pick list in the upper-right corner.
2.
Tap the category item that matches the name of the expansion card.
Copying applications to or from an expansion card
You can copy applications from your handheld to an expansion card, or from an
expansion card to your handheld.
To copy an application to or from an expansion card:
1.
Tap the Applications icon
2.
Tap the Menu icon
3.
Tap App, and then tap Copy.
4.
Select Handheld or the card name from the Copy From pick list.
5.
Select Handheld or the card name from the To pick list.
NOTE
.
.
The To pick list is displayed if there are multiple cards available.
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Chapter 4
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6.
Tap an application to copy.
7.
Tap Copy.
8.
Tap Done.
NOTE You can install applications to a card that is seated in the expansion card
slot during a HotSync operation; see “Installing add-on applications” in
Chapter 3 for details. Also, you can beam applications from expansion cards;
see “Beaming information” in Chapter 5 for details.
If you view your applications on the card using a Card Reader on your
Windows or Mac computer, the actual filenames may differ from those
displayed in the Applications Launcher.
NOTE
Selecting copy settings
When using the copy feature, you can set the following:
■
How applications are sorted and listed.
■
Whether to copy only the application or both the application and its data files.
To select copy settings:
1.
Tap the Applications icon
2.
Tap the Menu icon
3.
Tap App, and then tap Copy.
4.
Tap Settings.
5.
Select Name or Size in the Sort By pick list.
6.
Set Copy Application Only check box:
Checked:
58
Tap OK.
.
Copies only the application file.
Unchecked:
7.
.
Copies both the application file and its associated data file(s).
Deleting applications from an expansion card
The sort by setting is in effect each time you use the copy feature. Each time
you want to copy an application only, you must set the copy application only check
box.
NOTE
Deleting applications from an expansion card
To delete applications from an expansion card:
1.
Tap the Applications icon
.
2.
Tap the Menu icon
3.
Tap App, and then tap Delete.
4.
Tap the card name from the Delete From pick list.
5.
Tap an application to delete from the expansion card.
6.
Tap Delete.
7.
Tap Done.
.
Card Info
Card Info lets you review general information about a resident card and its
contents, rename a card, and format a card.
Reviewing card information
.
1.
Tap the Applications icon
2.
Tap the Card Info icon
3.
Review Card name, Type, and Size.
.
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Chapter 4
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4.
Review card contents summarized by directory.
Review card information
Review summarized
card contents
Renaming a card
1.
Tap the Applications icon
.
2.
Tap the Card Info icon
3.
Tap the Menu icon.
4.
Tap Card, and then tap Rename Card.
5.
Enter the new name for the card.
6.
Tap Rename.
.
Formatting a card
Formatting a card erases all its data and prepares it to accept new applications and
data.
1.
Tap the Applications icon
.
2.
Tap the Card Info icon
3.
Tap the Menu icon.
4.
Tap Card, and then tap Format Card.
5.
Tap OK.
.
Card Info menus
Card Info menus are shown here for your reference, and Card Info features that are
not explained elsewhere in this book are described here.
See “Using menus” in Chapter 1 for information about choosing menu commands.
60
Card Info
Card menus
Help
Provides help text.
About Card
Info
Shows version information for Card Info.
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Using Expansion Features
CHAPTER 5
Using Your Basic Applications
Your handheld includes these basic applications:
■
Date Book
■
Address Book
■
To Do List
■
Note Pad
■
Memo Pad
■
Clock
■
Calculator
This chapter is divided into three sections:
■
“Overview of basic applications” briefly describes each application and
explains how to open it.
■
“Common tasks”gives instructions on how to do tasks that you can do in most
or all of the basic applications. It’s easy to transfer what you learn in one
application to the others because the structure and behavior of all the
applications are quite similar.
■
“Application-specific tasks” is organized by application and gives instructions
on how to perform tasks that are specific to each application.
Overview of basic applications
Date Book
Date Book lets you quickly and easily schedule appointments or any kind of
activity associated with a time and date.
In Date Book, you can 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.
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Chapter 5
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■
Display a monthly calendar to quickly spot days where you have morning,
lunch, or afternoon appointments.
■
Display an agenda showing appointments, untimed events, and your To Do
items for the day.
■
Set an alarm to notify you of the scheduled activity.
■
Create reminders for events that are based on a particular date, rather than time
of day. Birthdays and anniversaries are easy to track with your handheld.
■
Attach notes to individual events for a description or clarification of the entry
in your Date Book.
To open Date Book:
■
Press the Date Book application button on the front panel of your handheld.
Date Book opens to today’s schedule.
Date Book button
Press the Date Book application button repeatedly to cycle through the Day,
Week, Month and Agenda views.
NOTE
Address Book
Address Book enables you to keep names, addresses, phone numbers, and
other information about your personal or business contacts.
In Address Book, you can do the following:
64
■
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.
■
Attach a note to each Address Book entry, in which you can enter additional
information about the entry.
■
Assign Address Book entries to categories so that you can organize and view
them in logical groups.
■
Create your own digital business card that you can beam to other Palm OS®
handhelds.
Overview of basic applications
To open Address Book:
■
Press the Address Book application button on the front panel of your handheld.
Address Book opens to display the list of all your records.
Address Book button
Press the Address Book application button repeatedly to cycle through the
categories in which you have records. Press and hold the Address Book application
button to instantly beam your business card to another Palm OS handheld.
NOTE
To Do List
To Do List is a convenient place to create reminders and prioritize the things
that you have to do.
In To Do List, you can 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.
■
Attach notes to individual To Do List items for a description or clarification of
the task.
To open To Do List:
■
Press the To Do List application button on the front panel of your handheld. To
Do List opens to display the category of items you last viewed.
To Do List button
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Chapter 5
Using Your Basic Applications
Press the To Do List application button repeatedly to cycle through the
categories in which you have items.
NOTE
Note Pad
Note Pad provides a place to take notes in your own handwriting. You can
use Note Pad to do everything you might do with a piece of paper and a
pencil.
In Note Pad, you can do the following:
■
Take notes, draw a sketch, or write any kind of message directly on your
handheld screen. Later, you can enter this information into other applications.
■
Set an alarm to use your notes as reminder messages.
■
Assign notes to categories so that you can organize and view them in logical
groups.
■
Copy and paste notes into popular computer applications like Microsoft Word
from Palm™ Desktop software after synchronizing data with HotSync®
technology.
■
Choose the pen and paper color for your notes.
To open Note Pad:
■
Press the Note Pad application button on the front panel of your handheld. Note
Pad opens a new note so that you can begin writing immediately.
Note Pad button
Press the Note Pad application button repeatedly to cycle through the
categories in which you have items.
NOTE
Memo Pad
Memo Pad provides a place to take notes that are not associated with records
in Date Book, Address Book, or To Do List.
In Memo Pad, you can do the following:
66
■
Use Graffiti® characters to store memos, lists, or any other text message on your
handheld.
■
Drag and drop memos into popular computer applications like Microsoft Word
when you synchronize using Palm Desktop software and HotSync technology.
Overview of basic applications
■
Assign memos to categories so that you can organize and view them in logical
groups.
■
Write down phone numbers and other types of information. Later, you can copy
and paste this information to other applications.
To open Memo Pad:
1.
Tap the Applications icon
2.
Tap the Memo Pad icon
.
.
Calculator
Calculator enables you to perform addition, subtraction, multiplication,
division, and square root operations.
In Calculator, you can 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:
■
Tap the Calculator icon
next to the Graffiti writing area.
Calculator
icon
Clock
Clock enables you to view the current time and date and to set an alarm.
In Clock, you can 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.
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Chapter 5
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To open Clock:
1.
Tap the Applications icon
2.
Tap the Clock icon
.
.
TIP You can also tap the clock icon
area to open clock.
in the upper-left corner of the Graffiti writing
Common tasks
The tasks described in this section use the term “records” to refer to an individual
item in any of the applications: a single Date Book event, Address Book entry, To
Do List item, Note Pad note, or Memo Pad memo.
Creating records
You can use the following procedure to create a new record in Date Book, Address
Book, To Do List, Note Pad, and Memo Pad.
To create a record:
1.
Select the application in which you want to create a record.
2.
Tap New.
3.
In Date Book only: Select start and end times for your appointment and tap OK.
4.
Enter text for the record.
5.
(Optional) To select attributes for the record:
– In Date Book, Address Book, To Do List, and Memo Pad, tap Details.
– In Note Pad, tap the Menu icon
6.
, and then tap Options and Details.
In Address Book, Note Pad, and Memo Pad only: Tap Done.
There’s no need to save the record because your handheld saves it automatically.
Editing records
After you create a record, you can change, delete, or enter new text at any time.
Two screen features tell you when your handheld is in editing mode:
68
■
A blinking cursor
■
One or more dotted edit lines
Common tasks
Blinking cursor
Edit line
In Note Pad you can write anywhere on the screen. So, you will not see an edit
line or blinking cursor.
NOTE
Entering text
For information on how to enter text using Graffiti writing, the onscreen keyboard,
or the keyboard attached to your computer, see Chapter 2. For information on
entering text in Note Pad, see “Note Pad” later in this chapter.
Edit menu
The Edit menu is available with any screen where you enter or edit text. In general,
commands available in the Edit menu apply to text that you select in an application.
To select text in an application:
1.
Tap the beginning of the text that you want to select.
2.
Drag the stylus over the text to highlight it (in black).
NOTE You can also double tap to select a word, or triple tap to select a line of
text.
You can also drag across the text to select additional words, or drag down to
select a group of lines.
The following commands may appear in an Edit menu:
Undo
Reverses the action of the last edit command. For example, if you
used Cut to remove text, Undo restores the text you removed.
Undo also reverses deletions done by using backspace. When the
drawing area is selected in Note Pad, Undo erases the last line
drawn.
Clear Note
Erases the drawing from a note in Note Pad. Clear Note appears in
the Edit menu only when the drawing area is selected.
Cut
Removes the selected text and stores it temporarily in the memory
of your handheld. You can paste the text you cut into another area
of the current application or into a different application.
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Chapter 5
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Copy
Copies the selected text and stores it temporarily in the memory
of your handheld. You can paste the text that you copy into
another area of the current application or into a different
application.
Paste
Inserts the text that you cut or copied at the selected point in a
record. The text you paste replaces any selected text. If you did not
previously cut or copy text, Paste does nothing.
Select All
Selects all of the text in the current record or screen. This enables
you to cut or copy all of the text and paste it elsewhere.
Keyboard
Opens the onscreen keyboard. When you finish with the onscreen
keyboard, tap Done.
Graffiti Help
Opens screens that show all the Graffiti character strokes. Use this
command anytime you forget a stroke for a character.
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
A confirmation dialog box appears. If you want to save a copy of the deleted
item to an archive file in Palm Desktop software, be sure that the check box is
checked. If you don’t want to save a copy, tap the check box to remove the check.
(The archive check box does not appear in Note Pad because you can’t archive
Note Pad notes.)
4.
Tap OK.
If you choose to save a copy of the selected item, your handheld transfers it to the
archive file on your desktop the next time you perform a HotSync operation.
70
Common tasks
Other ways to delete records
You can also delete records in the following ways:
■
In Date Book, Address Book, To Do List, and Memo Pad, open the Details dialog
box for the record, tap Delete, and then tap OK.
■
In Note Pad, open the note you want to delete, and then tap Delete.
■
Delete the text of the record.
In Date Book, you can choose to delete the text of the current repeating event,
current and future events, or all instances of that event.
NOTE
Purging records
Over time, as you use Date Book and To Do List, you’ll accumulate records in these
applications that have outlived their usefulness. For example, events that occurred
months ago remain in the Date Book, and To Do List items that you marked as
completed remain in the list.
All these outdated records take up memory on your handheld, so it’s a good idea
to remove them by using Purge. If you think Date Book or To Do List records might
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.
Purge deletes repeating events if the last of the series ends before the date that
you purge records.
Date Book:
Date Book, To Do List: If you want to save a copy of the purged records to an
archive file on your desktop, be sure that the check box is checked. If you don’t
want to save a copy, tap the check box to remove the check box.
4.
Tap OK.
If you chose to save a copy of the purged records, your handheld transfers them to
an archive file on your desktop the next time you perform a HotSync operation.
Purging does not happen automatically. You must tap the command to make
it happen.
NOTE
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Exchanging and updating data: HotSync operations
The HotSync process automatically synchronizes — that is, exchanges and updates
— data between your handheld and Palm Desktop software. Changes you make
on your handheld or Palm Desktop software appear in both places after a HotSync
operation. HotSync technology synchronizes only the needed portions of files,
thus reducing synchronization time.
You can synchronize your data either directly or indirectly. Direct methods include
connecting your handheld to the cradle/cable attached to your computer, or using
infrared communications. An indirect method is using a modem. See Chapter 6 for
information about performing HotSync operations via a modem or IR port.
Performing a HotSync operation for the first time:
Windows
The first time you synchronize your data, you need to enter user information on
Palm Desktop software. After you enter this information and synchronize, the
HotSync Manager recognizes your handheld and doesn’t ask for this information
again.
If you are a System Administrator preparing several handhelds for a group of
users, you may want to create a user profile. See “Creating a user profile” in
Chapter 6 before performing the following steps.
You must perform your first HotSync operation with a local, direct
connection, or with infrared communication, rather than using a modem.
IMPORTANT
The following steps assume that you have already installed Palm Desktop
software. If you have not installed this software, see “Installing Palm Desktop
software” in Chapter 1 for instructions.
72
Common tasks
To perform a local HotSync operation on a Windows computer:
1.
Connect your handheld to the cradle/cable.
Shown with a cradle.
Some models use a
cable in place of the
cradle.
2.
If the HotSync Manager is not running, start it: On the Windows desktop, click
Start, and then choose Programs. Navigate to the Palm Desktop software
program group and choose HotSync Manager. Alternatively, you can start the
Palm Desktop software which automatically opens the HotSync Manager.
3.
Press the HotSync button
™ on the cradle/cable.
HotSync
button
IMPORTANT The first time you perform a HotSync operation, you must enter a
user name in the New User dialog box and click OK. Every handheld should have
a unique name. To prevent loss of a user’s records, never try to synchronize more
than one handheld to the same user name.
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Chapter 5
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The HotSync Progress dialog box appears and synchronization begins.
4.
Wait for a message on your handheld indicating that the process is complete.
After the HotSync process is complete, you can remove your handheld from the
cradle/cable.
TIP
Gently rock your handheld forward in the cradle and then lift it to remove.
Performing a HotSync operation for the first time:
Mac computer
When you installed Palm Desktop software, you entered a user name. This user
name is the connection between your handheld and your computer.
The first time you perform a HotSync operation the Palm Desktop software:
■
Adds a user name to your handheld.
■
Creates a folder for the user name in the Users folder inside the Palm folder. For
example, if you entered Jane Garcia as your user name, a folder called Jane
Garcia is created in the Users folder.
■
Creates a file named User Data in your user name folder.
User names appear in the User pop-up on the right side of the toolbar. You can
change users by selecting a new name in the pop-up menu.
NOTE
Each subsequent time you perform a HotSync operation, HotSync Manager reads
the user name from your handheld and synchronizes the data in the folder of the
same name.
Be sure you select the correct user name from the User pop-up before
entering data on Palm Desktop or performing a HotSync operation.
NOTE
74
Common tasks
If you are a System Administrator preparing several handhelds for a group of
users, you may want to create a user profile. See “Creating a user profile” in
Chapter 6 before performing the following steps.
You must perform your first HotSync operation with a local, direct
connection, or with infrared communication.
IMPORTANT
The following steps assume that you have already installed Palm Desktop
software. See “Palm Desktop software” in Chapter 1 if you have not installed this
software.
To perform a local HotSync operation on a Mac computer:
1.
Connect your handheld to the cradle/cable.
Shown with a cradle.
Some models use a
cable in place of the
cradle.
2.
Make sure HotSync Manager is enabled: Double-click the HotSync Manager
icon in the Palm folder. Click the HotSync Controls tab and make sure the
Enabled option is selected.
3.
Press the HotSync button
on the cradle/cable.
HotSync
button
The HotSync Progress dialog box appears followed by the Select User dialog
box.
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Chapter 5
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4.
In the Select User dialog box, select the user name you entered when you
installed the Palm Desktop software, and click OK.
The HotSync Progress dialog box reappears and synchronization begins.
5.
Wait for a message on your handheld indicating that the process is complete.
After the HotSync process is complete, you can remove your handheld from the
cradle/cable.
TIP
Gently rock your handheld forward in the cradle and then lift it to remove.
Beaming information
Your handheld is equipped with an IR (infrared) port that you can use to beam
information to another Palm OS handheld that’s close by and also has an IR port.
The IR port is located at the top of the handheld, behind the small dark shield.
You can beam the following information between Palm OS handhelds:
■
The record currently displayed in Date Book, Address Book, To Do List, Note
Pad, or Memo Pad
■
All records of the category currently displayed in Address Book, To Do List,
Note Pad, or Memo Pad
■
A special Address Book record that you designate as your business card,
containing information you want to exchange with business contacts
■
An application installed in RAM memory
■
An application installed on an expansion card that is seated in the card slot
NOTE You can also perform HotSync operations using the IR port. See “IR HotSync
operations” in Chapter 6 for more details.
76
Common tasks
To select a business card:
1.
Create an Address Book record that contains the information you want on your
business card.
2.
Tap the Menu icon
3.
Tap Record, and then tap Select Business Card.
4.
Tap Yes.
.
To beam a record, business card, or category of records:
1.
Locate the record, business card, or category you want to beam.
2.
Tap the Menu icon
3.
Tap Record, and then tap one of the following:
.
The Beam command for an individual record
In Address Book only: Beam Business Card
Beam Category
TIP You can also beam a business card by holding down the Address Book
application button
until the Beam Status dialog box appears.
4.
When the Beam Status dialog box appears, point the IR port directly at the IR
port of the receiving handheld.
TIP For best results, 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.
5.
Wait for the Beam Status dialog box to indicate that the transfer is complete
before you continue working on your handheld.
To beam an application:
1.
Open the Applications Launcher.
2.
Tap the Menu icon
3.
Tap App, and then tap Beam.
4.
Select either Handheld or Card from the Beam From pick list.
.
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Chapter 5
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5.
Tap the application you want to transfer.
Some applications are copy-protected and cannot be beamed. These
are listed with a lock icon next to them.
NOTE
6.
Tap Beam.
7.
When the Beam Status dialog box appears, point the IR port directly at the IR
port of the receiving handheld.
8.
Wait for the Beam Status dialog box to indicate that the transfer is complete
before you continue working on your handheld.
To receive beamed information:
1.
Turn on your handheld.
2.
Point the IR port directly at the IR port of the transmitting handheld to open the
Beam dialog box.
3.
Select a category for the incoming information, create a new category, or leave
the information unfiled.
4.
Tap Yes.
Tips on beaming information
■
You can set the full-screen pen stroke to beam the current entry.
See “Pen preferences” in Chapter 7 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.
Categorizing records
Categorize records in the Address Book, To Do List, Note Pad, and Memo Pad
applications so that they are grouped logically and are easy to review. (You can also
categorize applications. See “Using the Applications Launcher” in Chapter 3 for
more information.)
When you create a record, your handheld automatically places it in the category
that is currently displayed. If the category is All, your handheld assigns it to the
Unfiled category. You can leave an entry as Unfiled or assign it to a category at any
time.
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Common tasks
System-defined and user-defined categories
By default, your handheld includes system-defined categories, such as All and
Unfiled, and user-defined categories, such as Business and Personal.
You cannot modify the system-defined categories, but you can rename and delete
the user-defined categories. In addition, you can create your own user-defined
categories. You can have a maximum of 15 user-defined categories in each
application.
When you have an expansion card properly seated in the expansion card slot,
the last item in the category pick list will be the name of the expansion card. You
cannot otherwise categorize applications that reside on an expansion card.
NOTE
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.).
The illustrations in this section come from Address Book, but you can use
these procedures in all the applications in which categories are available.
NOTE
To move a record into a category:
1.
Select the record you want to categorize.
2.
In Address Book only: Tap Edit.
In Note Pad only: Tap the Menu icon
, and then tap Options.
3.
Tap Details.
4.
Tap the Category pick list to display the list of available categories.
5.
Select the category for the record.
6.
Tap OK.
In Address Book, Note Pad, and Memo Pad you can tap the category name in
the upper-right corner of the screen and select a new category for the item.
NOTE
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To display a category of records:
1.
Tap the category pick list in the upper-right corner of the list screen.
Tap here
In the Date Book Agenda view, the pick list is in the upper- right corner
of the To Do list.
NOTE
2.
Select the category you want to view.
The list screen now displays only the records assigned to that category.
TIP Pressing an application button on the front panel of the handheld toggles
through all the categories of that application.
To define a new category:
1.
Tap the category pick list in the upper-right corner of the list screen.
Tap here
2.
80
Tap Edit Categories.
Common tasks
3.
Tap New.
4.
Enter the name of the new category, and then tap OK.
5.
Tap OK.
You can assign any of your records to the new category.
To rename a category:
1.
Tap the category pick list in the upper-right corner of the list screen.
2.
Tap Edit Categories.
3.
Select the category that you want to rename, and then tap Rename.
4.
Enter the new name for the category, and then tap OK.
5.
Tap OK.
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TIP You can group the records in two or more categories into one category by giving
the categories the same name. For example, if you change the name of the Personal
category to Business, all records formerly in the Personal category appear in the
Business category.
Finding information
Your handheld offers several ways to find information quickly:
■
Find locates any text that you
specify, always starting with the current application.
All applications that reside on your handheld:
NOTE
Find does not search through applications on expansion cards.
Phone Lookup displays the Address list
screen and lets you add the information that appears in this list to a record.
■
Date Book, To Do List, Memo Pad:
■
Address Book: The Look Up line lets you enter the first letters of a name to scroll
immediately to that name.
Looking up Address Book records
When working with Address Book, the scroll button on the front panel of the
handheld makes it easy to navigate among your address entries.
■
In the Address list screen, the scroll button moves up or down an entire screen
of records. If you hold down the scroll button, you accelerate the scrolling and
display every third screen.
■
In the Address view screen, the scroll button moves to the previous or next
address record.
You can also use the Address list Look Up feature to quickly scroll to any of your
Address Book entries.
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
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Common tasks
example, writing an “s” scrolls to “Sands,” and writing “sm” scrolls further to
“Smith.” If you sort the list by company name, the Look Up feature scrolls to the
first letter of the company name.
3.
Tap the record to view its contents.
Using Find
You can use Find to locate any text that you specify, in any application that resides
on your handheld. Find does not search applications that reside on an expansion
card.
To use Find:
1.
Tap the Find icon
.
TIP If you select text in an application before you tap Find, the selected text
automatically appears in the Find dialog box.
2.
Enter the text that you want to find.
Find is not case-sensitive. For example, searching for the name “davidson” also
finds “Davidson.”
Find locates any words that begin with the text you enter. For example,
searching for “plane” finds “planet,” but not “airplane.”
3.
Tap OK.
Find searches for the text in all records and all notes.
As your handheld searches for the text, you can tap Stop at any time. You may
want to do this if the entry you want appears before your handheld finishes the
search. To continue the search after you tap Stop, tap Find More.
4.
Tap the text that you want to review.
Using Phone Lookup
Phone Lookup displays the Address list screen and lets you add the information
that appears in this list to a record.
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To use Phone Lookup:
1.
Display the record in which you want to insert a phone number. The record can
be in Date Book, To Do List, or Memo Pad.
2.
Tap the Menu icon
3.
Tap Options, and then tap Phone Lookup.
4.
Begin to spell the last name of the name you want to find.
.
The list scrolls to the first record in the list that starts with the first letter you
enter. Continue to spell the name you’re looking for, or when you see the name,
tap it.
5.
Tap Add.
The name you selected, along with the other information associated with it, is
pasted into the record you selected in step 1.
Phone Lookup tips
Write the Graffiti Command stroke “/L” to activate the Phone Lookup feature. You
can also activate it in the following circumstances:
For example, to insert the full name and phone number for
someone with the last name “Williams,” write the Graffiti characters for “Wi”
and then the Phone Lookup Command stroke “/L.”
Assuming you have only one Address Book record that begins with “Wi,” your
handheld inserts the full name “Fred Williams” (and its associated
information). If you have more than one name that begins with “Wi,” the Phone
Lookup screen appears and highlights the first record that begins with “Wi.”
■
While entering text:
■
For selected text: Drag to highlight the text, and then write the Phone Lookup
Command stroke “/L.” Your handheld replaces the selected text and adds the
name and its associated information.
Sorting lists of records
You can sort lists of records in various ways, depending on the application. Sorting
is available in applications that have list screens: Address Book, To Do List, and
Memo Pad.
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Common tasks
NOTE You can also assign records to categories. See “Categorizing records”earlier
in this chapter.
To sort records in To Do List:
1.
Open the application to display the list screen.
2.
Tap Show.
3.
Tap the Sort by pick list and select an option.
4.
Tap OK.
To sort records in Address Book, Note Pad, and Memo Pad:
1.
Open the application.
2.
In Note Pad only: Tap Done to display the list screen.
3.
Tap the Menu icon
4.
Tap Options, and then tap Preferences.
.
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.
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To sort the Note Pad or Memo list manually, tap and drag a memo or note to a new
location in the list.
To make the list of your memos appear in Palm Desktop software as you
manually sorted it on your handheld, open Memo Pad in Palm Desktop software and
click List by. Then select Order on handheld.
NOTE
Making records private
You can make individual records private. Private records remain visible and
accessible, however, until you select the Security setting to hide or mask all private
records. See “Security” in Chapter 3 for more information.
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. If you define a password for your handheld, you must enter it to
display private records.
To hide all private records:
1.
Tap the Applications icon
.
2.
Tap Security.
3.
Tap the Current Privacy pick list and select Hide Records.
Tap Hide
Records
4.
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Tap OK to confirm that you want to hide private records.
Common tasks
To mask all private records:
1.
Tap the Applications icon
.
2.
Tap Security.
3.
Tap the Current Privacy pick list and select Mask Records.
Tap Mask
Records
4.
Tap OK to confirm that you want to mask private records.
To display all private records:
1.
Do one of the following:
Tap the Applications icon
and select Show Records.
, tap Security, then tap the Current Privacy pick list
If you do not have a password, hidden and masked records become visible.
If you have a password, the Show Private Records dialog box appears. Go to
step 2.
Tap
Show
Records
2.
Enter your password, and then tap OK.
To unmask individual records:
1.
Tap a masked record.
2.
Do one of the following:
If you do not have a password, a masked record becomes visible.
If you have a password, the Show Private Records dialog box appears. Go to
step 3.
3.
Enter your password, and then tap OK.
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To make a record private:
1.
Display the entry that you want to make private.
2.
In Note Pad only: Tap the Menu icon
3.
Tap Details.
4.
Tap the Private check box to select it.
5.
Tap OK.
, and then tap Options.
Attaching notes
In applications except Memo Pad and Note Pad, you can attach a note to a record.
A note can be up to several thousand characters long. For example, for an
appointment in Date Book, you can attach a note with directions to the location.
To attach a note to a record:
1.
Display the entry to which you want to add a note.
2.
In Address Book only: Tap Edit.
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:
88
1.
Tap the Note icon
2.
Tap Delete.
3.
Tap Yes.
.
Common tasks
Choosing fonts
In all basic applications, you can change the font style to make text easier to read.
You can choose a different font style for each application.
Small font
Large font
Bold font
To change the font style:
1.
Open an application.
2.
Tap the Menu icon
3.
Tap Options, and then tap Font.
4.
Tap the font style you want to use.
.
Tap here for bold font
Tap here for large font
Tap here for small font
5.
Tap OK.
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. If you tap Snooze in response to an alarm message, your handheld
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reminds you of the alarm again in five minutes. The Reminder screen displays
alarms that await attention.
To respond to reminders, do one of the following:
1.
Select an item’s check box to clear the item.
2.
Tap an item (either the icon or the text description) to open the application
where the alarm was set. The application opens to the entry associated with the
alarm.
3.
Tap Done to close the reminder list and return to the current screen. An
attention indicator will blink in the upper-left corner of the screen; tap it to view
the reminder list again.
4.
Tap Snooze to see the list again in five minutes.
5.
Tap Clear All to dismiss all reminders in the list.
If you tap Done or Snooze and view the reminder list later, the current time
displays in the Reminder bar and the original alarm time displays with each list item.
NOTE
Application-specific tasks
Date Book
When you open Date Book, the screen shows the current date and a list of times for
a normal business day.
Scheduling an event
A record in Date Book is called an “event.” An event can be any kind of activity that you
associate with a day. You can enter a new event on any of the available time lines.
When you schedule an event, its description appears on the time line, and its
duration is automatically set to one hour. You can easily change the start time and
duration for any event.
It’s possible to schedule events that overlap, but Date Book makes it easy to
find such conflicts. See “Spotting event conflicts” later in this chapter.
NOTE
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Application-specific tasks
You can also schedule events in your Date Book that occur on a particular date but
have no specific start or end times, such as birthdays, holidays, and anniversaries.
These are referred to as “untimed events.” Untimed events appear at the top of the
list of times, marked with a diamond. You can have more than one untimed event
on a particular date.
You can also schedule a repeating event, such as a weekly meeting, and continuous
events, such as a three-day conference or a vacation.
To schedule an event for the current day:
1.
Tap the time line that corresponds to the beginning of the event.
Tap a time
line
Time bar
shows
duration
Enter event
2.
Enter a description of the event. You can enter up to 255 characters.
3.
If the event is one hour long, skip to step 5. If the event is longer or shorter than
an hour, tap the time of the event to open the Set Time dialog box.
Tap the
time of an
event
TIP You can also open the Set Time dialog (to select a start time) by making
sure no event is selected, and then writing a number on the number side of the
Graffiti writing area.
4.
Do one of the following:
Tap the time columns on the right side of the Set Time dialog to set the Start
Time, then tap the End Time box and tap the time columns to set the End Time.
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Tap All Day to automatically insert the start and end time of the event as
defined in your Date Book preferences.
Start Time
highlighted
Tap to scroll to
earlier hours
Tap to change
hours
Tap to automatically
fill the start and end
times
Tap to change
minutes
Tap to scroll to
later hours
5.
Tap OK.
6.
Tap a blank area of the screen to deselect the event. A vertical line appears next
to the time, indicating the duration of the event.
NOTE
If an event has the same start and end time, the time is only displayed
once.
To schedule an event for another day:
1.
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
TIP You can also use the scroll button on the front panel of your handheld to
move forward or backward one day at a time.
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Application-specific tasks
– Tap Go To at the bottom of the screen to open the Go to Date dialog box.
Select a date by tapping a year, month, and day in the calendar.
Previous year
Next year
Tap to select a
month
Tap to select a
day
Tap to select
TIP In the Go to Date dialog box, you can also use the scroll button on the front
panel of the handheld to move forward or backward one month at a time.
2.
After you locate the date, follow the steps for scheduling an event for the
current day.
To schedule an untimed event:
1.
Select the date that you want for the event as described in “To schedule an event
for another day.”
2.
Tap New.
3.
Tap No Time, so that no start or end times are defined for the new event.
TIP You can also create a new untimed event by making sure no event is
selected and then writing letters in the Graffiti writing area.
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4.
Enter a description of the event.
New
untimed
event
No time
selected
5.
Tap a blank area on the screen to deselect the untimed event.
If you create an event and decide later that there is no particular start or end
time, you can easily change it to an untimed event. Tap the time of the event in the
Date Book screen, tap No Time, and then tap OK.
NOTE
Rescheduling an event
You can easily make changes to your schedule with your handheld.
To reschedule 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.
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, this icon
appears to the far right of the event with the
alarm. When the alarm occurs, a reminder message also appears onscreen.
To set an alarm for an event:
1.
Tap the event to which you want to assign an alarm.
2.
Tap Details.
3.
Tap the Alarm check box to select it.
The default setting, 5 Minutes, appears.
4.
94
Tap the pick list to select Minutes, Hours, or Days.
Application-specific tasks
5.
Select the 5 and enter any number from 0 to 99 (inclusive) as the number of time
units.
Enter number of
time units here
Tap here to
select unit of time
6.
Tap OK.
7.
When the reminder message appears on screen, do one of the following:
Tap OK to permanently dismiss the reminder and return to the current screen.
Tap Snooze to dismiss the reminder and return to the current screen. The
reminder message appears again five minutes after you tap Snooze, and an
attention indicator blinks in the upper-left corner of the screen to remind you of
the pending alarm.
Tap Go To to open Date Book. Date Book will open and display the event
associated with the alarm.
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. See “Reviewing
Reminders”in this chapter for details.
Alarm for untimed events:
For example, you set an alarm for an untimed event that occurs on February 4th. If
the alarm is set for 5 minutes, the reminder message appears at 11:55 PM on the
night of February 3rd. The reminder remains in the reminder list until you turn on
your handheld and dismiss it.
Scheduling repeating or continuous events
The Repeat function lets you schedule events that recur at regular intervals or
extend over a period of consecutive days.
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A birthday is a good example of an event that repeats annually. Another example
is a weekly guitar lesson that falls on the same day of the week and the same time
of day.
A business trip or a vacation is an example of a continuous event.
To schedule a repeating or continuous event:
1.
Tap the event.
2.
Tap Details.
3.
Tap the Repeat box to open the Change Repeat dialog box.
Tap the
Repeat
box
4.
Tap Day, Week, Month, or Year to set how often event repeats.
For a continuous event, tap Day.
5.
Enter a number that corresponds to how often you want the event to repeat on
the Every line.
For example, if you select Month and enter the number 2, the event repeats
every other month.
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.
appears to the far
Changing repeating or continuous events
When you make changes to a repeating or continuous event, such as deleting or
adding notes, or changing the time of an event, you can decide which of the events
you want to change; all events in the series, just the current event, or the current
and future events.
To delete repeating events:
96
1.
Select the record you want to delete.
2.
Tap the Menu icon
3.
Tap Record, and then tap Delete Event.
.
Application-specific tasks
4.
Do one of the following:
Tap Current to delete only the current event item.
Tap Future to delete the current and all future event items and reset the end date
of the repeating event to the last shown date.
Tap All to delete all occurrences of the repeating event.
5.
Tap OK.
Considerations for repeating or continuous events:
Keep the following points in
mind.
■
If you change the start date of a repeating event, your handheld calculates the
number of days you moved the event. Your handheld then automatically
changes the end date to maintain the duration of the repeating event.
■
If you change the repeat interval (e.g., daily to weekly) of a repeating event, past
occurrences (prior to the day on which you change the setting) are not changed,
and your handheld creates a new repeating event.
■
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., time, alarm, private) of a repeating
event and apply the change to all occurrences, your handheld creates a new
event. The start date of this new event is the day on which the setting is
changed.
■
If you apply a change to a single occurrence of a repeating event (e.g., time), that
occurrence no longer shows the Repeat icon .
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. You can also display the current time.
To cycle through Day, Week, Month, and Agenda views:
■
Press the Date Book application button repeatedly to display the next view.
■
Tap on the appropriate view icon in the lower-left corner of Date Book.
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To display the current time:
1.
Tap and hold the stylus on the date bar to display the current time.
Current time displays
Tap and hold the date
2.
Drag the stylus below the title area and then lift it to redisplay the date.
in the upper left corner of the Graffiti writing
NOTE You can also tap the Clock icon
area to display the time for a few seconds.
Working in Week View
Week View shows the calendar of your events for an entire week. This view lets
you quickly review your appointments and available time slots. In addition, the
graphical display helps you spot overlaps and conflicts in your schedule.
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.
The Week View also shows untimed events and events that are before
and after the range of times shown.
NOTE
Previous
week
Next
week
Tap for that day
Bar indicates earlier event
Dot indicates untimed event
Bar indicates later event
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Application-specific tasks
3.
Tap an event to show a description of the event.
Event details
Tap to show event details
Tips for using Week View:
Keep the following points in mind.
■
To reschedule an event, tap and drag the event to a different time or day.
■
Tap a blank time on any day to move to that day and have the time selected for
a new event.
■
Tap any day or date that appears at the top of the Week View to move directly
to that day without selecting an event.
■
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.
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.
Event
conflicts
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Working in Month View
The Month View screen shows which days have events scheduled. Dots and lines
in the Month View indicate events, repeating events, and untimed events.
Previous/next month
Dashed line indicates continuous event
Dashes on right side indicate events
Crosses below date indicate untimed
events
Month View button
You can control the dots and lines that appear in the Month View. See “Options
menu” later in this chapter.
Tips for using Month View:
Keep the following points in mind.
■
Tap a day in the Month View to display that day in the Day View.
■
Tap the scroll arrows in the upper-right corner to move forward or backward a
month.
■
Tap Go to open the date selector and select a different month.
■
Use the scroll button on the front panel of your handheld to move between
months. Press the upper half of the button to display the previous month, the
lower half to display the next month.
Working in Agenda View
The Agenda view shows you your untimed events, appointments, and To Do items
in one screen. When you tap on 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 on a To Do item, your To Do list appears.
The To Do items that appear and how you can change them depends on the
settings in your To Do preferences. See “To Do Show Options” later in this chapter
for more information.
NOTE
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Application-specific tasks
To display the Agenda View:
1.
Tap the Agenda View button.
Agenda View
2.
Tap the navigation controls to move forward or backward a day at a time, or to
display more events and To Do items.
NOTE You can also change the category of To Do items shown. Click on the pick list
to choose another category.
See “To Do List”for more information on working with To Do items.
Date Book menus, preferences, and display options
Date Book menus are shown here for your reference, and Date Book features that
are not explained elsewhere in this book are described here.
See “Using menus” in Chapter 1 for information about choosing menu commands.
Record menu
Options menu
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Display Options
Allows you to change Date Book’s appearance and which events
display.
■
Show Time Bars. Activates the time bars that appear in the
Day View. The time bars show the duration of an event and
illustrate event conflicts.
■
Compress Day View.
■
These check boxes apply to the Month
View of the Date Book. You can activate any or all of these
settings to show that you have Timed, Untimed, or Daily
Repeating events in the Month View only.
■
Start/End Time. Defines the start and end times for Date Book
screens. If the time slots you select do not fit on one screen,
you can tap the scroll arrows to scroll up and down.
■
Alarm Preset.
■
Alarm Sound.
Controls how times appear in the Day
View. When Compress Day View is off, all time slots display.
When it is on, start and end times display for each event, but
blank time slots toward the bottom of the screen disappear to
minimize scrolling.
Month View settings.
Preferences
About Date Book
102
Automatically sets an alarm for each new
event. The silent alarm for untimed events is defined by
minutes, days, or hours before midnight of the date of the
event.
Sets the tone of the alarm.
Shows version information for Date Book.
Application-specific tasks
Address Book
Address Book is the application in which you store name and address information
about people or businesses.
Creating an Address Book entry
A record in Address Book is called an “entry.” You can create entries on your
handheld, or you can use Palm Desktop software to create entries on your
computer and then download the entries to your handheld with your next
HotSync operation.
Palm Desktop software also has data import capabilities that enable you to load
database files into Address Book on your handheld.
See “Importing data” in Chapter 2 and Palm Desktop online Help for more
information.
To create a new Address Book entry:
1.
Press the Address Book application button
display the Address list.
2.
Tap New.
on the front of your handheld to
Cursor
at Last
name
Tap New
3.
Enter the last name of the person you want to add to your
Address Book.
The handheld automatically capitalizes the first letter of each field
(except numeric and e-mail fields). You do not have to use the Graffiti capital
stroke to capitalize the first letter of the name.
NOTE
4.
Use the Next Field Graffiti stroke to move to the First Name field.
Next Field
TIP
5.
You can also move to any field by tapping it directly.
Enter the person’s first name in the First Name field.
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6.
Enter the other information that you want to include in this entry.
As you enter letters in the Title, Company, City, and State fields, text
appears for the first logical match that exists in your Address Book. As you
enter more letters, a closer match appears. For example, you may already have
Sacramento and San Francisco in your Address Book. As you enter “S”
Sacramento appears, and as you continue entering “a” and “n” San Francisco
replaces Sacramento. As soon as the word you want appears, tap in the next
field to accept the word.
NOTE
7.
Tap the scroll arrows
to move to the next page of information.
8.
After you finish entering information, tap Done.
Tap Done
TIP To create an entry that always appears at the top of the Address list, begin the
Last name or Company field with a symbol, as in *If Found Call*. This entry can
contain contact information in case you lose your handheld.
Selecting types of phone numbers
You can select the types of phone numbers or e-mail addresses that you associate
with an Address Book entry. Any changes you make apply only to the current
entry.
To select other types of phone numbers in an entry:
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1.
Tap the entry that you want to change.
2.
Tap Edit.
Application-specific tasks
3.
Tap the pick list next to the label you want to change.
Tap
triangle
4.
Select a new label.
Changing Address Entry details
The Address Entry Details dialog box provides a variety of options that you can
associate with an entry.
To open the Address Entry Details dialog box:
1.
Tap the entry whose details you want to change.
2.
Tap Edit.
3.
Tap Details.
4.
Select any of the following settings:
Show in List
Select which type of phone or other information appears in the
Address list screen. Your options are Work, Home, Fax, Other, Email, Main, Pager, and Mobile. The identifying letters W, H, F, O, M,
or P appear next to the record in the Address list, depending on
which information is displayed. If you select E-mail, no identifying
letter is displayed.
Category
Assign the entry to a category.
Private
Hide this entry when Security is turned on.
Address Book menus
Address Book menus are shown here for your reference, and Address Book
features that are not explained elsewhere in this book are described here.
See “Using menus” in Chapter 1 for information about choosing menu commands.
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The Record and Options menus differ depending on whether you’re displaying the
Address list screen or the Address view screen.
Record menus
Address list
Address view
Duplicate
Address
Makes a copy of the current record and displays the copy in
Address Edit so you can make changes to the copied record. The
copy has the same category and attached notes as the original
record.
Options menus
Address view
Address list
Preferences
■
106
Determines how Address Book
appears when you return to it from another application. If
you select this check box, Address Book shows the last
category you selected. If you clear it, Address Book displays
the All category.
Remember last category.
Application-specific tasks
Rename Custom
Fields
These custom fields appear at the end of the Address Edit screen.
Rename them to identify the kind of information you enter in
them. The names you give the custom fields appear in all entries.
About Address
Book
Shows version information for Address Book.
To Do List
A To Do List item is a reminder of some task that you have to complete. A record
in To Do List is called an “item.”
To create a To Do List item:
1.
Press the To Do List application button
display the To Do List.
2.
Tap New.
on the front of your handheld to
New To
Do item
Tap New
3.
Enter the text of the To Do List item. The text can be longer than one line.
4.
Tap anywhere onscreen to deselect the To Do List item.
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. The default setting for the To Do List is
to arrange items by priority and due date, with priority 1 items at the top. If you
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have a number of items in your list, changing an item’s priority setting may move
its position in the list.
When you create a new To Do List item, its priority is automatically set to
level 1, the highest (most important) level. If you select another item first, however,
the item you create appears beneath the selected item and is given the same priority
as the selected item.
NOTE
To set the priority of a To Do List item:
1.
Tap the Priority number on the left side of the To Do List item.
Tap here
Tap to
select
priority
2.
Tap the Priority number that you want to set (1 is most important).
Checking off a To Do List item
You can check off a To Do List item to indicate that you’ve completed it. You can
set the To Do List to record the date that you complete the To Do item, and you can
choose to show or hide completed items. See “To Do Show Options” later in this
chapter.
To check off a To Do List item:
■
Tap the check box on the left side of the item.
Completed
To Do item
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Application-specific tasks
Changing To Do List item details
The To Do Item Details dialog box enables you to change settings for individual
items.
To display the To Do Item Details dialog box:
1.
Tap the text of the item whose details you want to change.
2.
Tap Details.
Setting a due date
You can associate a due date with any To Do List item. You can also sort the items
that appear in the list based on their due date.
To set a due date for a To Do List item:
1.
In the Details dialog box, tap “No Date” to open the Due Date pick list.
Tap here
2.
3.
Tap the date that you want to assign the item:
Today
Assigns the current date.
Tomorrow
Assigns tomorrow’s date.
One week later
Assigns the date exactly one week from
the current date.
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.
Tap OK.
TIP If you turn on the Show Due Dates option in the To Do Show options dialog, you
can tap directly on the due date in the To Do List to open the pick list shown in step 2.
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To Do Show Options
The Show Options dialog box enables you to control the appearance of To Do List
and To Do items in Date Book Agenda view.
To change the Show Options settings:
1.
In To Do List, tap Show.
2.
Select any of the following settings:
Show Completed Displays your completed items in the To Do List. If you turn off
Items
this setting, your To Do items disappear from the list when you
complete (check) them.
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.
Show Only Due
Items
Shows only the items that are currently due, past due, or have
no due date specified. When this setting is active, items that are
not yet due do not appear in the list until their due date.
Record
Completion Date
Replaces the due date with the actual date when you complete
(check) the item. If you do not assign a due date to an item, the
completion date still records when you complete the item.
Show Due Dates
Displays the due dates associated with items in the To Do List
and displays an exclamation mark next to items that remain
incomplete after the due date passes.
Show Priorities
Shows the priority setting for each item.
Show Categories Shows the category for each item.
3.
Tap OK.
To Do List menus
To Do List menus are shown here for your reference, and To Do List features that
are not explained elsewhere in this book are described here.
See “Using menus” in Chapter 1 for information about choosing menu commands.
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Application-specific tasks
Record menu
Options menu
About To Do List
Shows version information for To Do List.
Note Pad
A record in Note Pad is called a “note.” You can assign each note a title and store
as many notes as permitted by the memory available on your handheld. You can
also choose the pen and paper color for your notes.
To create a new note:
1.
Press the Note Pad application button
to open a new note.
NOTE
on the front panel of your handheld
If Note Pad is already running, tap New.
Enter 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) Select the time at the top of the screen and enter a title using Graffiti
writing.
4.
Tap Done.
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Setting pen and paper color
You can choose the pen and paper color for your notes.
To set the pen and paper color:
1.
Tap the Menu icon
.
2.
Tap Options, and then tap Preferences.
3.
Tap Color.
4.
Tap Pen, and then tap a color for the pen.
5.
Tap Paper, and then tap a color for the paper.
6.
Tap OK.
Reviewing notes
The note title and the date you created the note appear in the Note Pad list. If you
did not assign a title to your note, the time you created the note appears as the note
title. This makes it easy to locate and review your notes.
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Application-specific tasks
To review a note:
1.
In the Note Pad list, tap the note title.
Tap arrows to scroll to
next and previous notes
Tap a
note to
view its
contents
2.
Review or edit the contents of the note.
3.
Tap Done.
Clearing a note
You can erase the drawing area in a note while retaining the note title.
To clear a note:
1.
In the Note Pad list, tap the note title.
2.
Tap the Menu icon
3.
Tap Edit, and then tap Clear Note.
.
Setting an alarm for a note
You can set an alarm for a specific time and date to remind you to follow-up on a
note.
To set an alarm for a note:
1.
Tap the note to which you want to assign an alarm.
2.
Tap the Menu icon
3.
Tap Options, and then tap Alarm.
4.
Tap the Time box.
.
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5.
Tap the hour and minute columns to select the time you want the alarm to occur.
Tap here to
select minutes
Tap here to
select hour
6.
Tap the Date box.
Tap here to select year
Tap here to select month
Tap here to select date
7.
Tap the year, month, and date you want the alarm to sound.
After you tap the date, the Set Alarm dialog box reappears.
8.
Tap OK.
9.
When the alarm goes off and the reminder message appears on screen, do one
of the following:
Tap OK to permanently dismiss the reminder and return to the current screen.
Tap Snooze to dismiss the reminder and return to the current screen. The
reminder message appears again in five minutes, and an attention indicator
blinks in the upper-left corner of the screen to remind you of the pending alarm.
When the reminder message reappears, the current time displays in the
Reminder bar and the note title displays on the screen.
If you did not title the note, the time the note was created displays on
the screen.
NOTE
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Application-specific tasks
Tap Go To to open Note Pad. Note Pad will open and display the note associated
with the alarm.
Note Pad menus
Note Pad menus are shown here for your reference, and Note Pad features that are
not explained elsewhere in this book are described here.
See “Using menus” in Chapter 1 for information about choosing menu commands.
The Record and Options menus differ depending on whether you’re displaying the
Note Pad list or an individual note.
Record menus
Note Pad list
Note screen
Options menus
Note Pad list
Note screen
Preferences
Displays the Note Pad Preferences dialog box,
where you define the sort order for notes, the
alarm sound, and the pen and paper color.
About Note Pad
Shows version information for Note Pad.
Memo Pad
A memo can contain up to 4,000 characters. The number of memos you can store
is dependent only on the memory available on your handheld. A record in Memo
Pad is called a “memo.”
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To create a new memo:
1.
Tap the Applications icon
2.
Tap the Memo Pad icon
3.
Tap New.
.
to display the Memo list.
Tap
New
TIP In the Memo list screen, you can also begin writing in
the Graffiti writing area to create a new memo. The first letter is automatically
capitalized and begins your new memo.
4.
Enter the text you want to appear in the memo. Use the carriage return stroke
to move down to new lines in the memo.
5.
Tap Done.
Reviewing memos
The first line of a memo appears in the Memo list. This makes it easy to locate and
review your memos.
To review a memo:
1.
In the Memo list, tap the text of the memo.
Tap a
memo to
review its
contents
116
2.
Review or edit the text in the memo.
3.
Tap Done.
Application-specific tasks
Memo Pad menus
Memo Pad menus are shown here for your reference, and Memo Pad features that
are not explained elsewhere in this book are described here.
See “Using menus” in Chapter 1 for information about choosing menu commands.
The Record and Options menus differ depending on whether you’re displaying the
Memo list or an individual memo.
Record menus
Memo list
Memo screen
Options menus
Memo list
Preferences
Memo screen
Displays the Memo Preferences dialog box,
where you define the sort order for memos.
About Memo Pad Shows version information for Memo Pad.
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Calculator
The Calculator includes several buttons to help you perform calculations.
Clears the entire calculation and enables you to begin a fresh
calculation.
Clears the last number you entered. Use this button if you make a
mistake while entering a number in the middle of a calculation.
This button enables you to re-enter the number without starting
the calculation over.
Toggles the current number between a negative and positive
value. If you want to enter a negative number, enter the number
first and then press the +/- button.
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
pressing the number buttons. Pressing 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.
Clears any value that is stored in the Calculator memory.
Calculates the square root of a number. Enter the number, then tap
the square root button.
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Application-specific tasks
Recent Calculations
The Recent Calculations command enables you to review the last series of
calculations and is particularly useful for confirming a series of “chain”
calculations.
To display recent calculations:
1.
Tap the Menu icon
.
2.
Tap Options, and then tap Recent Calculations.
3.
After you finish reviewing the calculations, tap OK.
Calculator menus
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 1 for information about choosing menu commands.
About Calculator Shows version information for Calculator.
Clock
Clock makes it easy for you to check the time and date, and provides a convenient
travel alarm feature. See “Customizing your handheld” in Chapter 1 for details on
setting the current date and time for all the applications on your handheld.
In addition to setting the date and time, you can set an alarm to sound during the
next 24-hour period.
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To view the time:
Do one of the following:
■
When your handheld is on, tap the Clock icon
in the upper-left corner of the
Graffiti writing area, or tap the Applications icon
, and then tap the Clock
icon
.
■
When your handheld is off, press the up scroll button. To activate the backlight
while viewing the time, hold down the up scroll button for a few seconds.
To set an alarm:
1.
Tap the Applications icon
.
2.
Tap the Clock icon
3.
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. The
reminder message appears again in five minutes, and an attention indicator
blinks in the upper-left corner of the screen to remind you of the pending alarm.
When the reminder message reappears, the current time displays in the
Reminder bar and the alarm time displays on the screen.
6.
120
Tap Go To to open Clock.
Application-specific tasks
Clock menus
Clock menus are shown here for your reference, and Clock features that are not
explained elsewhere in this book are described here.
See “Using menus” in Chapter 1 for information about choosing menu commands.
Options menu
Display Options
Alarm
Preferences
About Clock
Allows you to choose which information appears on the Clock
screen.
■
Day. Activates the day of the week display. When it is on, the
day appears above the time.
■
Date. Activates the date display. When it is on, the date
appears below the time.
■
Sound. Sets the sound of the alarm. The choices are Alarm,
Bumble Bee, Reveille, Sonata, Wake Up, and Warbler.
■
Volume. Defines how loud the alarm sounds. The choices are
Low, Medium, and High.
Shows version information for Clock.
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CHAPTER 6
Advanced HotSync® Operations
HotSync® technology enables you to synchronize data between one or more
Palm OS ® handhelds and Palm™ Desktop software or another PIM such as
Microsoft Outlook. To synchronize data, you must connect your handheld and
Palm Desktop software. You can synchronize your data either directly or indirectly.
Direct methods include connecting your handheld to the cradle/cable attached to
your computer, or using infrared communications. An indirect method is using a
modem.
This chapter describes how to select HotSync options and perform a HotSync
operation via infrared communications or a modem. See “Exchanging and
updating data: HotSync operations” in Chapter 5 for information about
performing your first and subsequent local HotSync operations.
Selecting HotSync setup options
You can choose when you want HotSync Manager to run. If necessary, you can
adjust the local and modem HotSync settings as well.
To set the HotSync options on a Windows computer:
1.
Click the HotSync Manager icon in the Windows system tray.
2.
Choose Setup.
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3.
Click the General tab and select one of the following options:
Always available
Adds HotSync Manager to the Startup folder and constantly
monitors the communication port for synchronization
requests from your handheld. With this option, the HotSync
Manager synchronizes data even when
Palm Desktop software is not running.
Starts HotSync Manager and monitors requests
Available only
when Palm
automatically when you open Palm Desktop software.
Desktop software is
running
Manual
Monitors requests only when you select HotSync Manager
from the Start menu.
TIP If you’re not sure which option to use, keep the default setting: Always
available.
4.
If you are using an optional serial cradle/cable, click the Local tab to display the
settings for the connection between your computer and the handheld cradle/
cable, and adjust the following options as needed.
If you are using the USB cradle/cable, you do not need to use the
settings on the Local tab for a direct HotSync operation.
NOTE
124
Selecting HotSync setup options
Serial Port
Identifies the port that HotSync Manager uses to communicate
with the cradle/cable. The Palm Desktop installation software
automatically detects the port to which you connected the
cradle/cable. If necessary, you can change the port selection.
NOTE Your handheld cannot share this port with an internal
modem or other device.
Speed
Determines the speed at which data is transferred between
your handheld and Palm Desktop software. 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.
5.
Click the Modem tab to display the modem settings and adjust the options as
needed. See “Conducting a HotSync operation via a modem” later in this
chapter for more information.
6.
Click OK.
To set the HotSync options on a Mac computer:
1.
Double-click the HotSync Manager icon in the Palm folder.
2.
Click the HotSync Controls tab and select any of the following options.
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HotSync
Enabled/
Disabled
Activates the serial port monitor and prepares your computer to
synchronize with your handheld. By default, the serial port
monitor is enabled whenever you start your computer. Keep this
default if your cradle/cable is always connected to a specific port
(USB, serial, or modem). If, however, you use the same port for
other devices besides the cradle/cable, disable the serial port
monitor and then enable it manually only when you connect the
cradle/cable to perform a HotSync operation.
Enable HotSync
software at
system startup
Activates the serial port monitor automatically each time you start
your computer. If this option is not checked, you must open
HotSync Manager and select the Enabled option before you can
perform a HotSync operation.
Show more detail Includes more troubleshooting information in the log that is
in HotSync Log
generated when you perform a HotSync operation.
3.
If you are using the optional serial cradle/cable, click the Serial Port Settings tab
and select any of the following options.
If you are using the USB cradle/cable, you do not need to adjust the
settings on the Serial Port Settings tab for a direct HotSync operation; they are
automatically set when you perform the first HotSync operation.
NOTE
126
Selecting HotSync setup options
Select the method you use to synchronize your handheld and your
Check for a
handheld
desktop applications:
connection using
Local Setup. Synchronizes while your handheld and cradle/cable
are connected to this computer.
Modem Setup. Synchronizes while your handheld communicates
to this computer across a telephone line.
Both Setups. Synchronizes using the cradle/cable, or through the
modem; HotSync Manager monitors both connections for
communication from a handheld.
Choosing Both Setups prevents you from using either port
for other operations such as printing, faxing, or AppleTalk
networking.
NOTE
Local Setup
Enables you to perform HotSync operations using the cradle/cable
that is connected to your computer. If you are using the USB
cradle/cable for a direct HotSync operation, you do not need to set
these options; set them if you are using the optional serial cradle/
cable.
Speed. Determines the speed at which data is transferred between
your handheld and Palm Desktop software. Try the As Fast As
Possible rate first, and adjust downward if you experience
problems. This setting allows Palm Desktop software and your
handheld to find and use the fastest speed.
Port. Identifies the port that Palm Desktop software uses to
communicate with the cradle/cable. Select the port where you
connected the cradle/cable. If you perform IR HotSync operations,
select Infrared port.
Modem Setup
Enables you to perform HotSync operations across a telephone
line. To do this you must purchase an optional add-on modem
accessory for your handheld, have a modem connected to your
computer, and set the following options:
Modem. Identifies the type of modem connected to your
computer. If your modem does not appear on the list, use the
Hayes setting, or choose Custom to enter a command string. Refer
to the manual that came with your modem to find the appropriate
command string.
Port. Identifies the port that Palm Desktop software uses to
communicate with the modem. Select the USB, modem, or printer
port where you connected the modem cable.
Modem Speaker. Activates the modem’s speaker. If you are having
trouble connecting, turn on this option to make sure the modem
connected to your computer is responding to incoming calls.
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NOTE You can set both Local and Modem settings and prepare your computer
to synchronize using the cradle/cable or a modem. However, choosing both
setups prevents you from using either port for other operations such as
printing, faxing, or AppleTalk networking.
4.
Close the HotSync Software Setup window.
Customizing HotSync application settings
For each application, you can define a set of options that determines how records
are handled during synchronization. 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. The only reason
you might want to change these settings is to overwrite data on either your
handheld or Palm Desktop software, or to avoid synchronizing a particular type of
file because you don’t use it.
In addition to the conduits for Date Book, Address Book, To Do List, Note Pad, and
Memo Pad, Palm Desktop software includes System and Install conduits. The
System conduit backs up the system information stored on your handheld,
including Graffiti® ShortCuts. The Install conduit installs add-on applications on
your handheld.
To customize HotSync application settings on a Windows computer:
1.
Click the HotSync icon
of the taskbar).
™ in the Windows system tray (bottom-right corner
TIP You can also click the HotSync command on the Palm Desktop software
menu bar.
128
2.
From the HotSync Manager menu, choose Custom.
3.
Select the appropriate user name from the list.
Customizing HotSync application settings
4.
Select an application in the Conduit list.
5.
Click Change.
6.
Click the direction in which you want to write data, or click Do Nothing to skip
data transfer for an application.
Changing the HotSync setting from the default affects only the next
HotSync operation. Thereafter, the HotSync Actions revert to their default
settings. To use a new setting on an ongoing basis, select the Set As Default
box. Thereafter, whatever you selected as the default setting is used when you
click the Default button in the Custom dialog.
NOTE
7.
Click OK.
8.
Repeat steps 4 through 7 to change conduit settings for other applications.
9.
Click Done to activate your settings.
To customize HotSync application settings on a Mac computer:
1.
Double-click the Palm Desktop icon in the Palm folder.
2.
From the HotSync menu, choose Conduit Settings.
3.
From the User pop-up menu, select the appropriate user name.
4.
Select an application in the Conduit list.
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5.
Click Conduit Settings.
6.
Click the direction in which you want to write data, or click Do Nothing to skip
data transfer for an application.
Changing the HotSync setting from the default affects only the next
HotSync operation. Thereafter, the HotSync Actions revert to their default
settings. To use a new setting on an ongoing basis, click Make Default.
Thereafter, whatever you selected as the default setting is used for HotSync
operations.
NOTE
7.
Click OK.
8.
Repeat steps 4 through 7 to change conduit settings for other applications.
9.
Close the Conduit Settings window.
IR HotSync operations
Your handheld is equipped with an infrared (IR) port that supports the IrCOMM
implementation of the standards for infrared communication established by the
Infrared Data Association (IrDA). This means that not only can you beam data to
another Palm OS handheld that’s equipped with an IR port, but you can also beam
data to a mobile phone and any other device that supports the IrCOMM
implementation of the IrDA standards.
Most importantly, you can use the IR port to perform HotSync operations; you
don’t need your cradle/cable. This is especially useful if you travel with an
infrared-enabled laptop. You simply enable infrared communication on your
laptop and handheld and follow the steps in “Performing an IR HotSync
operation” later in this section.
Preparing your computer for infrared communication
Before you can perform a HotSync operation using the IR port, the computer with
which you want to synchronize must fulfill these requirements:
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■
Your computer must support the IrCOMM implementation of the IrDA
standards.
■
Your computer must have an enabled infrared port that’s built into the
computer, or an enabled infrared device attached to the computer.
IR HotSync operations
■
Some desktop computers may require an infrared device attached to a physical
COM port. Laptops are likely to have a built-in IR port, so no external device is
necessary.
■
Your computer must have an installed infrared driver.
If you have an external infrared device attached to your computer, a driver is
probably included with the device. Consult the documentation included with
the device for information on installing the required driver.
Check your computer’s documentation to learn if the computer supports infrared
communication.
Configuring HotSync Manager for infrared communication
Next, you need to configure HotSync Manager for infrared communication.
To configure HotSync Manager for infrared communication on a Windows computer:
1.
Click the HotSync Manager icon
in the Windows system tray, and make sure
Infrared is checked. If you do not have an Infrared option on the HotSync
Manager menu, complete the following steps.
2.
Make sure Local Serial is checked on the menu.
3.
Choose Setup.
4.
Click the Local tab.
5.
In the Serial Port drop-down box, select the simulated port that your computer
uses for infrared communication.
See the documentation for your operating system for instructions on
finding the simulated port. This information is usually located in the Control
Panel.
NOTE
6.
Click OK.
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If your cradle/cable is connected to a USB port, you can continue using
it while HotSync Manager is configured for infrared communication. If your
cradle/cable is connected to a serial port, you cannot use your cradle/cable
again until you reconfigure the HotSync Manager to communicate with the
port defined for cradle/cable synchronization.
NOTE
To configure HotSync Manager for infrared communication on a Mac computer:
1.
Double-click the HotSync Manager icon in the Palm folder.
2.
In the HotSync Controls tab, select Enabled.
3.
Click the Serial Port Settings tab.
4.
Under Check for handheld connection using, select Local Setup.
5.
Under Local Setup, select Infrared Port from the Port pop-up menu.
6.
Close the HotSync Software Setup window.
Performing an IR HotSync operation
After you complete the steps to prepare for performing an IR HotSync operation,
it is easy to perform the actual operation.
To perform an IR HotSync operation:
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1.
In the Applications Launcher, tap the HotSync icon.
2.
Tap Local.
3.
Tap the pick list below the HotSync icon and select IR to a
PC/Handheld.
IR HotSync operations
4.
Position the IR port of your handheld within a couple of inches of the infrared
port of your computer.
5.
Tap the HotSync icon to start the IR HotSync operation.
Tap here
to start IR
HotSync
operation
Returning to cradle/cable HotSync operations
It’s easy to return to using the cradle/cable for HotSync operations.
If your cradle/cable is connected to a USB port, you can continue using it while
HotSync Manager is configured for infrared communication. Use the following
instructions to return to local USB cradle/cable HotSync operations only when
needed, such as when you have disconnected the cradle/cable from the USB port.
NOTE
To return to local USB cradle/cable HotSync operations on a Windows computer:
1.
If needed, connect the cradle/cable to the USB port of your computer you use
for HotSync operations.
2.
Click the HotSync Manager icon
in the Windows system tray, and select
Local USB if it is not already checked.
To return to local serial cradle/cable HotSync operations on a Windows computer:
1.
If needed, connect the cradle/cable to the port of your computer you use for
HotSync operations.
2.
Click the HotSync Manager icon
3.
Choose Setup, and then click Local.
4.
Select the COM port where your cradle/cable is connected.
5.
Click OK.
in the Windows system tray.
To return to local serial cradle/cable HotSync operations on a Mac computer:
1.
If needed, connect the cradle/cable to a serial port on your computer.
2.
Double-click the HotSync Manager icon in the Palm folder.
3.
In the HotSync Controls tab, select Enabled.
4.
Click the Serial Port Settings tab.
5.
Under Check for handheld connection using, select Local Setup.
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6.
Under Local Setup, select the port where your cradle/cable is connected from
the Port pop-up menu.
7.
Close the HotSync Software Setup window.
Now, the next time you want to perform a HotSync operation, just press the
HotSync button on the cradle/cable.
Conducting a HotSync operation via a modem
You can use a modem to synchronize your handheld when you are away from your
computer.
The first HotSync operation must be local, using the cradle/cable. After that,
you can perform a modem HotSync operation.
NOTE
To perform a HotSync operation via a modem you need the following:
■
A modem connected to your computer.
■
Palm Desktop software configured for use with the modem.
■
A modem connected to your handheld.
■
A configuration for the kind of modem connection you want to make. See
“Connection preferences” in Chapter 7 for more information.
Preparing your computer
There are a few steps you must perform to prepare your computer for a modem
HotSync operation. Be sure to perform these steps before you leave your office so
that your computer is ready to receive a call from your handheld.
To prepare your Windows computer for a modem HotSync operation:
1.
Confirm that the computer modem is connected and turned on, and that no
communications applications, such as fax or telephony software, are running on
a COM port.
Make sure the computer is disconnected from all online services, such
as America Online (AOL). This helps to avoid conflicts with the COM port.
NOTE
2.
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Start HotSync Manager if it is not already running, and from the HotSync
Manager menu, choose Modem.
Conducting a HotSync operation via a modem
3.
4.
Adjust the following options as needed.
Serial Port
Identifies the port for the modem. If you are unsure of the port
assignment, look at the Modem Properties in the Windows
Control Panel.
Speed
Determines the speed at which data is transferred. Try the As
Fast As Possible rate first, and adjust downward if you
experience problems. This setting allows Palm Desktop
software and your handheld to find and use the fastest speed.
Modem
Identifies the modem type or manufacturer. Refer to your
modem manual or face plate for its type or settings. If you’re
not sure of your modem type or your modem doesn’t match
any that appear in the list, select Hayes Basic.
Setup String
Identifies the setup string for your particular modem. Not all
modems require a setup string. Refer to your modem manual
and enter the setup string if recommended by the
manufacturer.
Click OK.
To prepare a Mac computer for a modem HotSync operation:
1.
Confirm that the computer modem is connected and turned on, and that no
communications applications, such as fax or telephony software, or AppleTalk
networking are running on that serial port.
Make sure the computer is disconnected from all online services, such
as CompuServe and America Online (AOL). This helps to avoid conflicts with
the serial port.
NOTE
2.
Double-click the HotSync Manager icon in the Palm folder.
3.
Click the Serial Port Settings tab.
4.
Under Check for handheld connection using, click Modem Setup.
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5.
Adjust the following options as needed.
Modem
Identifies the type of modem connected to your computer. If
your modem does not appear on the list, use the Hayes Basic
setting, or choose Custom to enter a command string. Refer to
the manual that came with your modem to find the appropriate
command string.
Port
Identifies the port that Palm Desktop software uses to
communicate with the modem. Select the modem or printer port
where you connected the modem cable.
Modem Speaker Activates the modem’s speaker. If you are having trouble
connecting, turn on this option to make sure the modem
connected to your computer is responding to incoming calls.
6.
Close the HotSync Software Setup window.
Preparing your handheld
There are a few steps you must perform to prepare your handheld for a modem
HotSync operation.
To prepare your handheld for a modem HotSync operation:
136
1.
Tap the Applications icon
2.
Tap the HotSync icon
3.
Tap Modem.
.
.
Conducting a HotSync operation via a modem
4.
Tap the pick list below the icon and select a modem configuration.
Select a modem
configuration
If you need to create a configuration, tap the Menu icon and then select
Options and Connection Setup. See “Connection preferences” in Chapter 7 for
more information.
NOTE
5.
Tap the Enter phone # field.
Tap here
6.
Enter the telephone number to access the modem connected to your computer.
7.
If needed, enter a dial prefix (such as “9”) to access an outside line, and then tap
the Dial Prefix check box.
TIP You can enter a comma in the field to introduce a “pause” in the dialing
sequence. Each comma equals a two second pause.
8.
If the phone line you’re using for the handheld has Call Waiting, select the
Disable call waiting check box to avoid an interruption during the modem
HotSync operation.
9.
If you want to use a calling card to place the call, select the check box and enter
the calling card number.
10. Tap
OK.
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Selecting the conduits for a modem HotSync operation
The Conduit Setup dialog box on your handheld enables you to define which files
and/or applications synchronize during a modem HotSync operation. You can use
these settings to minimize the time required to synchronize data with a modem.
To change the Conduit Setup for a modem HotSync operation:
1.
Tap the Applications icon
.
2.
Tap the HotSync icon
3.
Tap the Menu icon
4.
Tap Options, and then tap Conduit Setup.
5.
Tap the check boxes to deselect the files and applications that you do not want
to synchronize during a modem HotSync operation. The default setting is to
synchronize all files.
.
.
Applications that do not have a database (such as games) do not
synchronize — even if you select the item in the Conduit Setup dialog box.
NOTE
6.
Tap OK.
Performing a HotSync operation via a modem
After you prepare your computer and your handheld, and select your Conduit
Setup options, you are ready to perform a modem HotSync operation.
To perform a modem HotSync operation:
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1.
Tap the Applications icon
.
2.
Tap the HotSync icon
.
3.
Tap the Modem icon
applications.
to dial the Palm Desktop modem and synchronize the
4.
Wait for the HotSync operation to complete. If you have any problems
conducting a successful HotSync operation, see Appendix B.
Using File Link
Using File Link
The File Link feature enables you to import Address Book and Memo Pad
information onto your handheld from a separate external file such as a company
phone list. HotSync Manager stores the data in a separate category on your Palm
Desktop software and your handheld. You can configure the File Link feature to
check for changes to the external file when you perform a HotSync operation.
With File Link, you can import data stored in any of the following formats:
■
Comma-separated (*.csv)
■
Memo Pad archive (*.mpa)
■
Address Book archive (*.aba)
■
Text (*.txt)
For information on how to set up a file link, see the Palm Desktop online Help.
NOTE
The File Link feature is not available in Palm Desktop software for Mac.
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 user name 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 user name. The handheld
acquires a unique user name when the new user performs his or her first local
HotSync operation.
For example, suppose a sales organization wants to distribute two dozen
handhelds that all have a common company phone list, a set of memos, and several
key applications. A user profile can be created to install the common data before
the handhelds are distributed to the employees who will use them. Then when the
employees perform their first HotSync operation, the common data becomes part
of their individual data file.
The handhelds that are synchronized with a user profile must either be new
ones that have never been synchronized or handhelds that have had their user name
and data removed by a hard reset.
NOTE
To create a user profile on a Windows computer:
1.
Open Palm Desktop software.
2.
From the Tools menu, choose Users.
3.
Click Profiles.
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4.
Click New.
5.
Enter a unique name for the profile and click OK.
6.
Repeat steps 3 and 4 for each profile that you want to create, and then click OK
to return to Palm Desktop software.
7.
Select the profile from the User list and create the data for the profile (e.g.,
company phone list, etc.).
To create a user profile on a Mac computer:
140
1.
Open Palm Desktop software.
2.
From the User pop-up menu, choose Edit Users.
3.
Click New Profile.
Creating a user profile
4.
Enter a unique name for the profile and click OK.
5.
Close the Users window.
6.
From the User pop-up menu, choose the new profile.
7.
Create the data for the profile (such as a company phone list).
8.
From the HotSync menu, choose Conduit Settings.
9.
Select the conduit settings for the profile. See “Customizing HotSync
application settings”earlier in this chapter for details.
Performing the first HotSync operation with a user profile
To use a profile for the first-time HotSync operation on a Windows computer:
1.
Connect the new handheld to the cradle/cable.
2.
Press the HotSync button
3.
Click Profiles.
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.
on the cradle/cable.
The next time you perform a HotSync operation, Palm Desktop software prompts
you to assign a user name to the handheld.
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To use a profile for the first-time HotSync operation on a Mac computer:
1.
Connect the new handheld to the cradle/cable.
2.
Press the HotSync button
3.
Select the profile you want to load on the handheld, and click OK to transfer all
the profile data to the handheld.
on the cradle/cable.
The next time you perform a HotSync operation with this handheld, Palm Desktop
software prompts you to assign a user name to the handheld.
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Setting Preferences for Your Handheld
The Preferences screens enable you to customize the configuration options on your
handheld, including the following:
General
Set the auto shut-off interval, the system, alarm, and game
sounds, and the Beam Receive feature.
Date and Time
Set the date, time, time zone, and Daylight Saving switch.
Formats
Set the country default and the formats for dates, times, calendar,
and numbers.
Connection
Configure cradle/cable, modem, and infrared communication
settings.
Network
Configure the network settings to communicate with your ISP.
Owner
Assign your name, phone number, and other owner information
to your handheld.
Buttons
Assign different applications to the buttons on the front panel of
your handheld and the HotSync® button on the cradle/cable, and
reassign the full-screen pen stroke command.
ShortCuts
Define a list of Graffiti® abbreviations.
Digitizer
Calibrate the screen on your handheld.
Viewing preferences
To open the Preferences screens:
1.
Tap the Applications icon
.
2.
Tap the Preferences icon
3.
Tap the pick list in the upper-right corner of the screen.
4.
Select the Preferences screen you want to view.
.
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Buttons preferences
The Buttons Preferences screen enables you to associate different applications with
the buttons on the front of the handheld.
For example, if you find that you seldom use To Do List and often use Memo Pad,
you can assign the To Do List button to start Memo Pad.
Any changes you make in the Buttons Preferences screen become effective
immediately; you do not have to change to a different screen or application.
If you assign a different application to a button, you can still access the original
application using the Applications Launcher.
To change the Buttons preferences:
1.
Tap the pick list next to the button you want to re-assign.
Tap arrow to
show pick list
2.
TIP
Tap the application that you want to assign to the button.
To restore all of the buttons to their factory settings, tap Default.
Pen preferences
The Buttons Preferences screen enables you to change the assignment of the fullscreen pen stroke. By default, the full-screen pen stroke activates Graffiti Help.
Drag to top of screen
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Buttons preferences
To change the Pen preferences:
1.
Tap Pen.
2.
Tap the pick list and select one of the following settings for the full-screen pen
stroke:
3.
Backlight
Sets the backlight brightness for your handheld.
Keyboard
Opens the onscreen keyboard for entering text characters.
Graffiti Help
Opens a series of screens that show the complete Graffiti
character set.
Turn Off & Lock
Turns off and locks the handheld. You must assign a password
to lock the handheld. When locked, you need to enter the
password to use your handheld.
Beam Data
Beams the current record to another Palm OS® handheld.
Tap OK.
HotSync buttons preferences
The Buttons Preferences screen also enables you to associate different applications
with the HotSync button on the cradle/cable and the HotSync button on the
optional PalmModem® accessory. Any changes that you make in the HotSync
Buttons dialog box become effective immediately; you do not have to change to a
different screen or application.
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To change the HotSync buttons preferences:
1.
Tap HotSync.
2.
Tap the pick list next to the button you want to assign.
Tap arrow
to show
pick list
3.
Tap the application that you want to assign to each button.
The default setting for each button is the HotSync setting, which means the
cradle/cable and optional PalmModem accessories perform their normal
HotSync functions.
4.
Tap OK.
Digitizer preferences
The Digitizer Preferences screen opens the digitizer calibration screen. This is the
same screen that appears when you start your handheld for the first time.
You can recalibrate your screen after a hard reset, or if your digitizer drifts.
Formats preferences
Use the Formats Preferences screen to set the country default and the display
format of the dates, times, and numbers on your handheld.
Country default
The country default sets date, time, week start day, and number conventions based
on geographic regions where you might use your handheld. For example, in the
United Kingdom, time often is expressed using a 24-hour clock. In the United
States, on the other hand, time is expressed using a 12-hour clock with an am or pm
suffix.
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.
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General preferences
To set the country default:
1.
Tap the country name pick list.
2.
Tap the setting you want to use.
Time, date, week start, and numbers formats
The Time setting defines the format for the time of day. The time format that you
select appears in all applications on your handheld.
To select the time, date, week start, and numbers format:
1.
Tap the Time pick list and select a format.
2.
Tap the Date pick list and select a format.
3.
Tap the Week starts pick list, and select whether you want the first day of the
week to be Sunday or Monday.
This setting controls the Day, Week, and Month views in Date Book and
all other aspects of your handheld that display a calendar.
NOTE
4.
Tap the Numbers pick list, and select formats for the decimal point and
thousands separator.
General preferences
The General Preferences screen enables you to set the auto shutoff interval, stay on
in cradle option, alarm options, sounds for your handheld, and the Beam Receive
feature.
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.
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To set the Auto-off delay:
1.
Tap the Auto-off pick list.
2.
Tap the setting you want to use for the automatic shutoff feature: 30 seconds, 1
minute, 2 minutes, or 3 minutes.
Stay on in cradle
Your handheld will stay on in the cradle, allowing you to enter data. If you do not
want the handheld to stay on in the cradle, you can disable this feature by
unchecking the Stay on in Cradle option.
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.
When you turn off the System Sounds, you also turn off the “chime”
tones associated with the HotSync operation.
NOTE
2.
Tap the Alarm Sound pick list and select the sound level.
3.
Tap the Game Sound pick list and select the sound level.
The Game Sound setting works only with games that are programmed
to respond to this setting. Older games typically do not respond to this setting.
NOTE
Beam Receive
You can choose to turn off the Beam Receive feature. This prohibits anyone from
beaming information to your handheld. It also results in a slight saving of battery
power.
To change the Beam Receive setting:
■
148
Tap the Beam Receive pick list and select On or Off.
Date and Time preferences
Date and Time preferences
The Date and Time Preferences screen enables you to set the date, time, time zone,
and Daylight Saving option on your handheld.
See “Customizing your handheld” in Chapter 1 for information about using this
screen.
Connection preferences
The Connection Preferences screen enables you to define the settings used to
connect your handheld to other devices. The screen displays a list of available
configurations that are ready to be further defined; the list varies depending on the
kind of software you’ve added to your handheld.
For example, a modem connection appears on the list. If you have this modem, you
only need to specify the phone setup (and network connection, if required) to
complete the configuration.
NOTE You can purchase a PalmModem accessory for use with your handheld. See
www.palm.com.
You can also create custom configurations, which include the following:
PC via Cradle/Cable: A local HotSync connection: the direct
connection between your handheld and your desktop computer.
Your handheld is connected by its universal connector to the
cradle/cable, and the cradle/cable is attached to a USB port of your
desktop computer. (If you are using the optional serial cradle/
cable, it attaches to a serial (COM) port of your computer.)
Modem via Cradle/Cable: A cable connection between your
handheld’s universal connector and a modem for dialing in to a
modem that is part of your computer or laptop.
PC via Infrared: A connection between the IR port of your
handheld and the infrared device of your computer or laptop.
Modem via Infrared: A connection between the IR port of your
handheld and a modem. The modem can be attached to or within
a mobile phone or some other device containing an IR port. (Some
IR phones contain modems.)
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Editing connections
The following example shows you how to edit the IR to Phone connection to adjust
the communication speed; you can similarly edit other connections or settings. You
can use the IR to Phone connection to perform a remote IR HotSync operation. To
accomplish the HotSync operation, your handheld sends data through its IR port
to a modem attached to or within a mobile phone, which then dials a modem
attached to or within your desktop computer, to synchronize with your Desktop
application.
To edit the IR to Phone connection:
1.
Select the IR to Phone connection and tap Edit.
2.
Tap Details.
Tap here
3.
Tap the Speed pick list and select the appropriate speed.
4.
Enter the initialization string supplied by the documentation for the modem
attached to your mobile phone, if necessary.
5.
Tap OK, and then tap OK again to save the configuration.
After you create the configuration, you need to set up the HotSync Manager of
your Desktop application and the HotSync application of your handheld to
perform a modem HotSync operation.
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Network preferences and TCP/IP software
Network preferences and TCP/IP software
The Network Preferences settings enable you to use the TCP/IP software that is
included in the handheld operating system. You can use the TCP/IP software to
connect with Internet Service Providers (ISPs) or dial-in (remote access) servers.
Because the TCP/IP software is a feature of the operating system, you configure all
parameters relating to it from the Preferences application.
To use TCP/IP, you must create a configuration in Connection Preferences and
then create Network Preferences settings.
The Connection Preferences screen enables you to define several ways that
your handheld can use a modem to communicate with remote devices. For example,
you can communicate with your ISP server. See “Connection preferences”earlier in
this chapter for a complete explanation on how to create modem configurations.
NOTE
After you configure both the Connection and Network Preferences, you can
establish a PPP (Point-to-Point Protocol), SLIP (Serial Line Internet Protocol), or
CSLIP (Compressed Serial Line Internet Protocol) connection with your ISP or
dial-in server. You can do this either by using menu commands from the Network
Preferences screen or by using a third-party application.
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.
NOTE
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.
To select a service:
1.
Tap the Service pick list.
Tap here to display a
list of service
templates
2.
Tap the predefined service template you want to use.
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Entering a user name
The User Name setting identifies the name you use when you log into your ISP or
dial-in server. Although this field can contain multiple lines of text, only two lines
appear onscreen.
To enter a user name:
1.
Tap the User Name field.
2.
Enter your user name.
Enter your user
name here
NOTE
Most dial-in servers do not accept spaces in the user name.
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.
■
If you enter a password, your handheld displays the word “Assigned” in this
field and does not prompt you to enter a password during the login procedure.
If you are concerned about security, select the Prompt option and do not enter
a password.
NOTE
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Network preferences and TCP/IP software
To enter a password:
1.
Tap the Password field.
2.
Enter the password you use to log into your ISP or dial-in server.
Enter password here
Tap here
3.
Tap OK.
NOTE
The Password field updates to display the word “Assigned.”
Selecting a connection
Use the Connection setting to select the method you want to use to connect to your
ISP or dial-in server. See “Connection preferences”earlier in this chapter for
information about creating and configuring connection settings.
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.
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The Phone Setup dialog box works correctly for AT&T and Sprint longdistance services. However, because MCI works differently, MCI customers need to
put the calling card number in the Phone # field and the phone number in the Use
calling card field.
NOTE
To enter your server phone number:
1.
Tap the Phone field.
2.
Enter the phone number for your ISP or dial-in server.
Enter your ISP phone
number here
3.
If you need to enter a prefix or disable Call Waiting, skip to those procedures.
Otherwise, tap OK.
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.
Enter your
prefix here
Disabling Call Waiting
Call Waiting can cause your session to terminate if you receive a call while you are
connected. If your telephone has Call Waiting, you need to disable this feature
before logging into your ISP or dial-in server.
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Network preferences and TCP/IP software
To disable Call Waiting:
1.
Tap the Disable call waiting check box to select it.
Select this
box if you
need to
disable Call
Waiting
2.
Enter your disable
code here
Enter the code to disable Call Waiting on the Disable call waiting line.
Each telephone company assigns a code to disable Call Waiting. Contact
your local telephone company for the code that is appropriate for you.
NOTE
3.
Tap OK.
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.
Tap the Use calling card check box to select it.
Select this
box to use a
calling card
2.
Enter your
calling card
number here
Enter your calling card number on the Use calling card line.
It’s a good idea to add at least three commas before your calling card
number to compensate for the cue delay.
NOTE
3.
Tap OK.
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Connecting to your service
After you set your Connection and Network Preferences, establishing a connection
to your ISP or dial-in server is easy.
If you are connecting to an ISP, you need a third-party application, such as a
web browser or news reader, to take advantage of this connection. For information
about third-party applications that support TCP/IP, check the web site www.palm.com.
NOTE
To establish a connection:
■
Tap Connect to dial the current service and display the Service Connection
Progress messages.
TIP To see expanded Service Connection Progress messages, press the lower
half of the Scroll button.
To close a connection:
■
Tap Disconnect to terminate the connection between your handheld and your
service.
Creating additional service templates
You can create additional service templates from scratch or by duplicating existing
templates and editing information. After you create a new or duplicate template,
you can add and edit settings.
To add a new service template:
1.
Tap the Menu icon
.
2.
Tap Service, and then tap New.
An Untitled service template is added to the Service pick list.
To duplicate an existing service template:
1.
Tap the Service pick list.
2.
Tap the predefined service template you want to duplicate.
3.
Tap the Menu icon
4.
Tap Service, and then tap Duplicate.
.
A copy of the service template is added to the Service pick list.
Adding detailed information to a service template
If you are using one of the predefined service templates, you probably only need
to enter your user name 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.
156
Network preferences and TCP/IP software
To select a connection type:
1.
Tap the service field.
2.
Tap Details.
Select connection type
3.
Tap the Connection type pick list and select one of the following connection
types:
PPP
Point-to-Point protocol
SLIP
Serial Line Internet Protocol
CSLIP
Compressed Serial Line Internet
Protocol
If you are not sure, try PPP; if that doesn’t work, ask your Internet
Service Provider or your System Administrator for the correct connection type.
NOTE
Idle timeout
The Idle timeout setting defines how long your handheld waits before dropping
the connection with your ISP or dial-in server when you switch out of a TCP/IP
application.
To set the Idle timeout:
1.
2.
Tap the Idle timeout pick list and select one of the following options:
1 minute
Waits one minute for you to open another application before it
drops the connection.
2 minutes
Waits two minutes.
3 minutes
Waits three minutes.
Never
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.
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Defining primary and secondary DNS
The Domain Naming System (DNS) is a mechanism in the Internet for translating
the names of host computers into IP addresses. When you enter a DNS number (or
IP address), you are identifying a specific server that handles the translation
services.
Each IP address has four sections, separated by periods. In the Details dialog box,
you enter each section separately. Each section of an IP address is made up of a
number from 0 to 255; numbers are the only allowable characters in this field.
Ask your Internet Service Provider or System Administrator for the correct
Primary or Secondary DNS IP numbers.
TIP Many systems do not require that you enter a DNS. If you are not sure, leave the
DNS field blank.
To enter a primary and secondary DNS:
1.
Tap the Query DNS check box to deselect it.
2.
Tap the space to the left of the first period in the Primary DNS field, and then
enter the first section of the IP address.
NOTE
Each section must be a number from 0 to 255.
3.
Repeat step 2 for the second, third, and last sections of the Primary DNS field.
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.
If your IP address is permanently assigned, you need to get that information
from your System Administrator. If you are not sure, select Automatic.
NOTE
158
Network preferences and TCP/IP software
To identify dynamic IP addressing:
■
Tap the IP Address check box to select it.
Tap to select automatic IP
address
To enter a permanent IP address:
1.
Tap the IP Address check box to deselect it and display a permanent IP address
field below the check box.
2.
Tap the space to the left of the first period then enter the first section of the IP
address.
NOTE
Each section must be a number from 0 to 255.
3.
Tap and enter the remaining sections of the IP address.
4.
Tap OK.
Login scripts
A login script is a series of commands that automates logging into a network
server, for example, your corporate network or your ISP. A login script is associated
with a specific service template created in Network Preferences.
A login script is something that you are likely to receive from your IS System
Administrator if your company has a system in which you log into the corporate
servers from your handheld using a modem or network connection. The script is
generally prepared by the System Administrator and distributed to users who
need it. It automates the events that must take place in order to establish a
connection between your handheld and the corporate servers.
You can create login scripts in two ways:
■
In a text editor on your desktop computer, in which you create a file with the
extension PNC, which you then install on your handheld using the Install Tool
(this method is not available to Mac computer users)
■
In the Login Script dialog box on your handheld, accessed from the Details
dialog box in Network Preferences
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Chapter 7
Setting Preferences for Your Handheld
Tap here to see the list of
available commands
NOTE You can also use non-ASCII and literal characters in your login script. See
Appendix C for more information.
Creating a login script on your handheld
You can create login scripts by selecting commands from the Command pick list in
the Login Script dialog. Some commands, such as Send, require you to supply
additional information. Those commands have a parameter field so that you can
add the necessary data.
To create a login script:
1.
Tap Script.
2.
Tap the End pick list.
Tap here
3.
160
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:
Network preferences and TCP/IP software
Wait For
Tells your handheld to wait for specific characters from the TCP/IP
server before executing the next command.
Wait For
Prompt
Detects a challenge-response prompt coming from the server and
then displays the dynamically generated challenge value. You
then enter the challenge value into your token card, which in turn
generates a response value for you to enter on your handheld.
This command takes two arguments, separated by a vertical bar
(|) on the input line.
Send
Transmits specific characters to the TCP/IP server to which you are
connecting.
Send CR
Transmits a carriage return or LF character to the TCP/IP server to
which you are connecting.
Send User ID
Transmits the User ID information entered in the User ID field of
the Network Preferences screen.
Send
Password
Transmits the password entered in the Password field of the
Network Preferences screen. If you did not enter a password, this
command prompts you to enter one. The Password command is
usually followed by a Send CR command.
Delay
Tells your handheld to wait a specific number of seconds before
executing the next command in the login script.
Get IP
Reads an IP address and uses it as the IP address for your
handheld. This command is used with SLIP connections.
Prompt
Opens a dialog box and prompts you to enter text of some kind
(for example, a password or a security code).
End
Identifies the last line in the login script.
4.
Repeat steps 2 and 3 until the login script is complete.
5.
Tap OK.
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Plug-in applications
You can create plug-in applications containing script commands that extend the
functionality of the built-in script commands. A plug-in application is a standard
PRC application that you install on your handheld just like any other application.
After you install the plug-in application, you can use the new script commands in
a login script.
■
Plug-in applications have the following characteristics:
■
Written in C language
■
Compiled into a device executable
■
Called properly from a login script
■
Able to return control to a login script after it terminates
■
Created using a development environment that supports Palm OS software,
such as Metrowerks CodeWarrior for Palm Platform.
For additional information on creating plug-in applications, send
e-mail to Palm Developer Support at [email protected]
Deleting a service template
There is only one way to delete a service template: use the Delete command from
the Service menu.
To delete a service template:
1.
Tap the Service pick list.
2.
Tap the service template you want to delete.
3.
Tap the Menu icon
4.
Tap Service, and then tap Delete.
5.
Tap OK.
.
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 1 for more information about
choosing menu commands.
Service menu
162
Network preferences and TCP/IP software
Options menu
TCP/IP troubleshooting
If you are having a problem establishing a network connection using TCP/IP, try
the suggestions listed.
Displaying expanded Service Connection Progress
messages
It’s helpful to identify at what point in the login procedure the connection fails. An
easy way to do this is to display the expanded Service Connection Progress
messages. Expanded Service Connection Progress messages describe the current
stage of the login procedure. Press the lower half of the scroll button at any point
during login to display these messages.
Viewing the Network Log
If viewing the expanded Service Connection Progress messages does not give you
enough information to find out why you cannot connect to your ISP or dial-in
server, take a look at the Network Log. The Network Log lists all of the
communication that occurs between your modem and your dial-in server during
the login procedure. The information in the Network Log can help your ISP or your
System Administrator pinpoint where the login procedure communication fails
and why.
To view the Network Log:
1.
Tap Options, and then tap View Log.
2.
Tap the up and down arrows of the scroll bar to see the entire Network Log.
3.
Tap Done.
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.
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Owner preferences
The Owner Preferences screen enables you to record a name, company name,
phone number, or any other information that you want to associate with your
handheld.
If you use the Security application to turn off and lock your handheld with a
password, information that you put in the Owner Preferences displays the next
time you turn on your handheld. See Chapter 1 for more information.
To enter the Owner preferences:
■
Enter the text that you want to associate with your handheld in the Owner
Preferences screen. If you enter more text than can fit on one screen, a scroll bar
automatically appears on the right side of the screen.
If you assign a password with the Security application, the information in the
Owner Preferences screen cannot be changed. In this case, an Unlock button
appears at the bottom of the screen.
To unlock the Owner Preferences screen:
1.
Tap Unlock.
2.
Enter the password that you defined in the Security application.
3.
Tap OK.
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 Chapter 2 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. All the ShortCuts are
available in any of your handheld applications and are backed up on your
computer when you perform a HotSync operation.
164
ShortCuts preferences
To create a ShortCut:
1.
Tap New.
2.
On the ShortCut name line, enter the letters you want to use to activate the
ShortCut.
Tap New
3.
Tap the ShortCut Text area and enter the text that you want to appear when you
write the ShortCut characters.
TIP You may want to add a space (space character) after the last word in your
ShortCut text. This way, a space automatically follows the ShortCut text.
4.
Tap OK.
TIP 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.
ShortCut
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.
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Deleting a ShortCut
If you no longer need a ShortCut, you can delete it from the list of ShortCuts.
To delete a ShortCut:
166
1.
Tap the ShortCut you want to delete.
2.
Tap Delete.
3.
Tap Yes.
APPENDIX A
Maintaining Your Handheld
This chapter provides information on the following:
■
Proper care of your handheld
■
Prolonging battery life
■
Resetting your handheld
Caring for your handheld
Your handheld is designed to be rugged and reliable and to provide years of
trouble-free service. Please observe the following general tips when using your
handheld:
■
Take care not to scratch the screen of your handheld. Keep the screen clean.
When working with your handheld, use the supplied stylus or plastic-tipped
pens intended for use with a touch-sensitive screen. Never use an actual pen or
pencil or other sharp object on the surface of the handheld screen.
■
Your handheld is not waterproof and should not be exposed to rain or moisture.
Under extreme conditions, water may enter the circuitry through the front
panel buttons. In general, treat your handheld as you would a pocket calculator
or other small electronic instrument.
■
Take care not to drop your handheld or subject it to any strong impact. Do not
carry your handheld in your back pocket: if you sit on it, you may damage it.
■
Protect your handheld from temperature extremes. For example, do not leave
your organizer on the dashboard of a car on a hot day or on a day when
temperatures are below freezing, and keep it away from heaters and other heat
sources.
■
Do not store or use your handheld in any location that is extremely dusty, damp,
or wet.
■
Use a soft, damp cloth to clean your handheld. If the surface of the handheld
screen becomes soiled, clean it with a soft cloth moistened with a diluted
window-cleaning solution.
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Appendix A
Maintaining Your Handheld
Battery considerations
Please note the following considerations for the battery in your handheld:
■
Under normal conditions, your handheld battery should remain charged by
placing it in the cradle for just ten to fifteen minutes each day. You can conserve
battery life by setting the backlight brightness to low, and changing the Autooff setting that automatically turns off the handheld after a period of inactivity.
See “General preferences” in Chapter 7 for more information.
■
If the battery becomes low in the course of normal use, an alert appears on the
handheld screen describing the low battery condition. If this alert appears,
perform a HotSync® operation to back up your data; then leave your handheld
in the cradle to recharge the unit. This helps prevent accidental data loss.
■
If the battery drains to the point where your handheld does not operate, it stores
your data safely for approximately one week. In this case, there is enough
residual energy in the battery to store the data, but not enough to turn on your
handheld. If your handheld does not turn on when you press the power button,
you should recharge the unit immediately.
■
If the battery drains and you have the unit in an uncharged state for an extended
period of time, you can lose all of the stored data.
■
There are no serviceable parts inside your handheld, so do not attempt to open
the unit.
■
If you ever dispose of your handheld, please dispose of it without damaging the
environment. Take your handheld to your nearest recycling center.
Resetting your handheld
Under normal circumstances, you will not have to use the reset button. On rare
occasions, however, your handheld may no longer respond to buttons or the
screen. In this case, you need to perform a reset to get your handheld running
again.
Performing a soft reset
A soft reset tells your handheld to stop what it’s doing and start over again. All
records and entries stored in your handheld are retained with a soft reset. After a
soft reset, the Welcome screen appears, followed by the Date and Time Preferences
screen (to set date and time).
168
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.
NOTE You can restore any data previously synchronized with your computer during
the next HotSync operation.
To perform a hard reset:
1.
Hold down the power button on the front panel of the handheld.
2.
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 Powered™ logo to appear; then release the power button.
4.
When a message appears on the handheld screen warning that you are about to
erase all the data stored on your handheld, do one of the following:
Press the upper half of the 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.
With a hard reset, the current date and time are retained. Formats Preferences
and other settings are restored to their factory default settings.
NOTE
169
Appendix A
Maintaining Your Handheld
To restore your data from a Windows computer after a hard reset:
1.
Click the HotSync icon
of the taskbar).
™ in the Windows system tray (bottom-right corner
TIP You can also click the HotSync command on the Palm™ Desktop software
menu bar.
2.
From the HotSync Manager menu, choose Custom.
3.
Select the appropriate user name from the list.
4.
Select an application in the Conduit list.
5.
Click Change.
6.
Select Desktop overwrites handheld.
Changing the HotSync setting from the default affects only the next
HotSync operation. Thereafter, the HotSync Actions revert to their default
settings. To use a new setting on an ongoing basis, select the Set As Default
box. Thereafter, whatever you selected as the default setting is used when you
click the Default button in the Custom dialog.
NOTE
7.
Click OK.
8.
Repeat steps 4 through 7 to change conduit settings for other applications.
9.
Click Done to activate your settings.
10. Perform
170
a HotSync operation.
Resetting your handheld
To restore your data from a Mac computer after a hard reset:
1.
Double-click the HotSync Manager in the Palm folder.
2.
From the HotSync menu, choose Conduit Settings.
3.
From the Users pop-up menu, select the appropriate user name.
4.
Select an application from the list.
5.
Click Conduit Settings.
6.
Click Macintosh overwrites handheld.
Changing the HotSync setting from the default affects only the next
HotSync operation. Thereafter, the HotSync Actions revert to their default
settings. To use a new setting on an ongoing basis, click Make Default.
Thereafter, whatever you selected as the default setting is used for HotSync
operations.
NOTE
7.
Click OK.
8.
Repeat steps 4 through 7 to change conduit settings for other applications.
9.
Close the Conduit Settings window.
10. Perform
a HotSync operation.
171
Appendix A
172
Maintaining Your Handheld
APPENDIX B
Frequently Asked Questions
If you encounter a problem with your handheld, do not call Technical Support until
you have reviewed the following list of frequently asked questions, and you have
also reviewed the following:
■
The README file located in the folder where you installed the Palm™ Desktop
software on your computer
■
The Helpnote folder located in the folder where you installed the Palm Desktop
software on your Windows computer (or on your Palm Desktop software
CD-ROM)
■
The Palm 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 “Palm Support Assistant” knowledgebase, accessible at
www.palm.com under the Support section
■
The most recent Palm™ m100 series handheld HelpNotes on your regional web
site
If you are still having problems, contact Technical Support. For
US and International telephone numbers, go to www.palm.com.
Thousands of third-party add-on applications have been written for the
Palm OS® handhelds. Unfortunately, we are not able to support such a large number
of third-party applications. If you are having a problem with a third-party application,
please contact the developer or publisher of that software.
NOTE
173
Appendix B
Frequently Asked Questions
Software installation problems
Problem
Solution
The Palm Desktop Installer
Menu did not appear when I
inserted the CD-ROM into my
Windows computer.
1.
Click the Start button.
2.
Choose Run from the Start menu.
3.
Click Browse.
4.
Locate your CD-ROM drive and select the Setup.exe file.
5.
Click Open.
6.
Click OK.
I cannot install Palm Desktop
software on my Windows
computer.
Try the following:
1.
Disable any virus scanning software on your computer.
2.
Press CTRL-ALT-DELETE and end all tasks except Systray and
Explorer.
If a dialog with buttons appears instead of a list of
tasks, click the Task List button and then end all tasks
except Systray and Explorer.
NOTE
I cannot install Palm Desktop
software on a Mac computer.
174
3.
Make sure your computer has at least 30 MB of disk space
available.
4.
Delete all temporary files.
5.
Run ScanDisk on your computer.
6.
Reinstall Palm Desktop software.
Try the following:
1.
Disable any virus scanning software on your computer.
2.
Quit any open applications.
3.
Make sure your computer has at least 25 MB of disk space
available.
4.
Reinstall Palm Desktop software.
Operating problems
Operating problems
Problem
Solution
I don’t see anything on my
handheld’s screen.
Try each of these in turn:
■
Press an application button to ensure your handheld is
turned on.
■
Tap the Contrast icon
in the upper-right corner of the
Graffiti® writing area. If the Contrast dialog box appears,
adjust the contrast by holding down the up scroll button for
a few seconds. If this doesn’t work, hold the down scroll
button for a few seconds.
■
If your handheld was exposed to cold, make sure it is at
room temperature.
■
Recharge the handheld.
■
Perform a soft reset. If your handheld still doesn’t turn on,
perform a hard reset. See “Resetting your handheld” in
Appendix A.
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 “Performing a hard reset” in Appendix
A for instructions on restoring your data.
I get a warning message
telling me my handheld
memory is full.
My handheld keeps turning
itself off.
■
Purge records from Date Book and To Do List. This deletes
To Do List items and past Date Book events from the
memory of your handheld. See “Purging records” in
Chapter 5. You may need to perform a HotSync operation to
recover the memory.
■
Delete unused memos and records. If necessary, you can
save these records. See “Deleting records” in Chapter 5.
■
If you have installed additional applications on your
handheld, remove them to recover memory. See “Removing
applications” in Chapter 3.
Your handheld is designed to turn itself off after a period of
inactivity. This period can be set at 30 seconds, or one, two, or
three minutes. Check the Auto-off setting. See “General
preferences” in Chapter 7.
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Appendix B
Frequently Asked Questions
My handheld is not making
any sounds.
Check the System, Alarm and Game Sound settings. See
“General preferences” in Chapter 7.
My handheld has frozen.
Perform a soft reset. See “Resetting your handheld” in
Appendix A.
Tapping and writing problems
Problem
Solution
When I tap the buttons or
screen icons, my handheld
activates the wrong feature.
Calibrate the screen. See “Digitizer preferences” in Chapter 7.
When I tap the Menu
icon
, nothing happens.
Not all applications or screens have menus. Try changing to a
different application.
I can’t get my handheld to
recognize my handwriting.
■
For your handheld to recognize handwriting input with the
stylus, you need to use Graffiti writing. See “Using Graffiti
writing to enter data” in Chapter 2.
■
Make the Graffiti character strokes in the Graffiti writing
area, not on the display part of the screen.
■
Write Graffiti strokes for letters in the left-hand side, and the
strokes for numbers in the right-hand side of the Graffiti
writing area.
■
Make sure that Graffiti is not shifted into extended or
punctuation modes. See “Using Graffiti writing to enter
data” in Chapter 2.
■
See “Graffiti tips” in Chapter 2 for tips on increasing your
accuracy when you write Graffiti characters.
176
Application problems
Application problems
Problem
Solution
I tapped the Today button,
Your handheld is not set to the current date. Make sure the Set
but it does not show the correct Date box in the Date and Time Preferences screen displays the
date.
current date. See “Customizing your handheld” in Chapter 1
for more information.
I know I entered some
records, but they do not
appear in the application.
■
Check the Categories pick list (upper-right corner). Choose
All to display all of the records for the application.
■
Check Security and confirm that Private Records is set to
Show private records.
■
In To Do List, tap Show and see if Show Only Due Items is
selected.
■
If you cannot manually arrange the order of the memos in
the list screen, check the Memo Preferences setting. Make
sure that Sort by is set to Manual.
■
If you choose to view your memos alphabetically on Palm
Desktop software and then perform a HotSync operation,
the memos on your handheld still appear in the order
defined in the Memo Preferences setting. In other words, the
sort settings you use with Palm Desktop software are not
transferred to your handheld.
I created an event in
Date Book, but it doesn’t
appear in the Week View.
■
In the Week View, you cannot select overlapping events that
have the same start time. If you have two or more events
with the same start time, choose the Day View to see the
overlapping events.
I entered the euro symbol, but
after a HotSync operation it
doesn’t appear in my Palm
Desktop software.
You must have fonts that include the euro symbol on your
desktop computer. Check these web sites for additional
information:
I am having problems listing
memos the way I want to see
them.
www.microsoft.com/windows/euro.asp
til.info.apple.com/techinfo.nsf/artnum/n22222
177
Appendix B
Frequently Asked Questions
HotSync problems
Problem
Solution
I cannot do a HotSync
operation; what should I
check to make sure I am
doing it correctly?
■
Make sure the cradle/cable is connected securely.
On a Windows computer try these steps:
■
Check the Windows system tray to make sure the HotSync
Manager is running. If it is not, open Palm Desktop
software.
■
Make sure you selected Local USB or Local Serial, as
appropriate, from the HotSync Manager menu.
■
If you are using the optional serial cradle/cable, make sure
you selected the correct serial port on the Local tab in the
Setup dialog box. It should be set to the port where you
connected the cradle/cable.
On a Mac computer try these steps:
■
Make sure HotSync Manager is enabled. If it is not, doubleclick the HotSync Manager icon in the Palm folder and
enable HotSync Manager on the HotSync Controls tab.
■
If you are using the optional serial cradle/cable, doubleclick the HotSync Manager icon in the Palm folder and then
click the Serial Port Settings tab. Make sure Local is selected
and that the port selection matches the port where your
cradle/cable is attached.
I did a HotSync operation, but
one of my applications did not
synchronize.
■
On a Windows computer, click the HotSync Manager and
choose Custom. Check that the correct conduit is active.
■
On a Mac computer, double-click the HotSync Manager
icon. From the HotSync menu, choose Conduit Settings.
Select your user name from the User pop-up menu, and
check that the correct conduit is active.
I am using Outlook as my PIM,
but I cannot do a HotSync
operation.
■
Click the HotSync Manager and choose Custom. Check that
the correct conduit is active.
■
Check that the correct conduit is installed. Reinstall the
HotSync Manager and make sure the correct conduit is
selected.
178
HotSync problems
I cannot launch the HotSync
Manager.
I tried to do aocal HotSync
operation, but it did not
complete successfully.
■
If you are using the optional serial cradle/cable, or if you are
performing a HotSync operation using a modem, make sure
you are not running another program, such as America
Online, CompuServe, or WinFax, that uses the serial port
you selected in the Setup dialog box.
■
Backup the Palm Desktop software, uninstall it, then
reinstall it.
■
If you are using a cradle, make sure your handheld is seated
in the cradle correctly. If you are using a cable, make sure
that it is connected securely to your handheld.
■
Check the connection between the cradle/cable and the USB
or serial port on your computer.
■
Make sure the user name you selected in Palm Desktop
software matches the user name assigned to your handheld.
■
Make sure the date on your computer matches the date on
your handheld.
■
Read the HotSync Log for the user account for which you
are performing a HotSync operation.
On a Windows computer, try each step in turn:
■
Make sure HotSync Manager is running. If it is running,
close it, and restart it.
■
Make sure you selected Local USB or Local Serial, as
appropriate, from the HotSync Manager menu.
■
If you are using the optional serial cradle/cable, make sure
you selected the correct serial port on the Local tab in the
Setup dialog. It should be set to the port where you
connected the cradle/cable.
■
If you are using the optional serial cradle/cable, try a lower
baud rate setting on the Local tab in the Setup dialog.
■
If you are using the optional serial cradle/cable, make sure
you aren’t running a program, such as America Online,
CompuServe, or WinFax, that uses the serial port you
selected in the Setup dialog box.
179
Appendix B
Frequently Asked Questions
I tried to do a local HotSync
operation, but it did not
complete successfully.
(continued)
On a Mac computer, try each step in turn:
■
Make sure HotSync Manager is enabled on the HotSync
Controls tab in the HotSync Software Setup window.
■
If you are using the optional serial cradle/cable, make sure
you selected Local on the Serial Port Settings tab in the
HotSync software settings window, and that the Local Setup
port matches the port where your cradle/cable is connected.
■
If you are using the optional serial cradle/cable, try a lower
Speed setting on the Serial Port Settings tab.
■
If you are using the optional serial cradle/cable, make sure
you aren’t running a program, such as America Online, fax
or telephony software, or AppleTalk networking that uses
the serial port you selected in the Serial Port Settings tab.
I tried to do a modem HotSync Check the following on your computer:
operation, but it did not
■ Make sure your computer is turned on and that it does not
complete successfully.
shut down automatically as part of an energy-saving
feature.
■
Make sure the modem connected to your computer is
turned on and is connected to the outgoing phone line.
■
Make sure the modem you are using with your handheld
has an on-off switch. Your handheld cannot “wake up” a
modem that has an auto-off feature.
■
Make sure the modem is connected properly to your
computer and is connected to the incoming phone line.
On a Windows computer, check the following:
180
■
Make sure Modem is checked in the HotSync Manager
menu.
■
Confirm that the Setup String in the Setup dialog box
configures your modem correctly. You may need to select a
different Modem Type or enter a custom Setup String. Most
modems have a Setup String that causes them to send initial
connection sounds to a speaker. You can use these sounds to
check the modem connection.
■
Confirm that the Speed setting in the Setup dialog box
works for your modem. If you have problems using the As
Fast As Possible option or a specific speed, try using a
slower speed.
HotSync problems
I tried to do a modem HotSync
operation, but it did not
complete successfully.
(continued)
■
Make sure you are not running another program, such as
WinFax, CompuServe, or America Online that uses the
serial port you selected in the Setup dialog box.
■
Make sure your modem resets before you try again. (Turn
off your modem, wait a minute, then turn it back on.)
On a Mac computer, check the following:
■
Make sure Modem is selected on the Serial Port Settings tab
in the HotSync Software Setup window.
■
You may need to select a different Modem type or enter a
Custom setup string on the Serial Port Settings tab. Most
modems have a setup string that causes them to send initial
connection sounds to a speaker. You can turn on the Modem
Speaker option and use these sounds to check the modem
connection.
■
Make sure you are not running another program, such as
America Online, fax or telephony software, or AppleTalk
networking that uses the serial port you selected in the
Serial Port Settings tab.
■
Make sure your modem resets before you try again. (Turn
off your modem, wait a minute, then turn it back on.)
Check the following on your handheld:
■
Confirm that the telephone cable is securely attached to
your modem.
■
Make sure the dialing instruction dials the correct phone
number.
■
If you need to dial an outside line prefix, make sure you
selected the Dial Prefix option on your handheld and
entered the correct code.
■
If the telephone line you are using has Call Waiting, make
sure you selected the Disable call waiting option under
Modem Sync Phone Setup on your handheld and entered
the correct code.
■
Make sure the telephone line you are using is not noisy,
which can interrupt communications.
■
Check the batteries in your modem and replace them if
necessary.
181
Appendix B
Frequently Asked Questions
I can’t perform an IR HotSync
operation.
■
On a Windows computer, be sure the HotSync Manager is
running and the Serial Port for local operations is set to the
simulated port for infrared communication. See “IR
HotSync operations” in Chapter 6 for details.
■
On a Mac computer, open the HotSync Software Setup
window and be sure HotSync Manager is enabled and that
the Local Setup Port is set to Infrared Port. See “IR HotSync
operations” in Chapter 6 for more information.
■
On your handheld, be sure the HotSync application is set to
Local, with the option IR to PC/Handheld.
■
Be sure the IR port of your handheld is aligned directly
opposite to, and within a few inches of, the infrared device
of your computer.
■
IR HotSync operations do not work after you receive a low
battery warning. Check the batteries in your handheld and
replace them if necessary.
My handheld appears to freeze Move your handheld away from the computer’s infrared port.
when I place it near my
computer.
When I press the HotSync
button on the cradle/cable,
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 Applications icon. Tap
the HotSync icon, then tap Local.
When I perform a HotSync
operation, my information does
not transfer to Palm Desktop
software.
■
If you have performed a HotSync operation successfully,
but you cannot find the data from your handheld on Palm
Desktop software, check to see you have the correct user
name selected for viewing data.
■
On a Windows computer, click the HotSync Manager and
choose Custom. Check that all conduits are set to
synchronize files.
■
On a Mac computer, double-click the HotSync Manager
icon. From the HotSync menu, choose Conduit Settings.
Select your user name from the User pop-up menu, and
check that the correct conduit is active.
■
Your computer ’s infrared port may be set to search
automatically for the presence of other infrared devices.
Consult the documentation for your operating system for
information about turning off this option.
My handheld displays the
message “Waiting for sender”
when it’s near my computer ’s
infrared port.
182
Beaming problems
My handheld displays the
message “Waiting for sender”
when it’s near my computer ’s
infrared port. (continued)
■
In some cases, simply moving your handheld away from the
computer’s infrared port solves the problem.
I want to synchronize my
computer with more than one
handheld.
■
If the computer running Palm Desktop software
synchronizes with more than one handheld, each handheld
must have a unique name. Assign a user name to your
handheld the first time you perform a HotSync operation.
■
Please be aware that synchronizing more than one handheld
with the same user name causes unpredictable results and,
potentially, loss of your personal information.
Beaming problems
Problem
Solution
I cannot beam data to another
Palm OS 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 Palm OS handhelds may be different.
■
Move your handheld closer to the receiving handheld.
■
Your handheld requires at least twice the amount of
memory available as the data you are receiving. For
example, if you are receiving a 30KB application, you must
have at least 60KB free.
■
Perform a soft reset. See “Performing a soft reset” in
Appendix A for more information.
When someone beams data to
my handheld, I get a message
telling me it is out of memory.
183
Appendix B
Frequently Asked Questions
Password problems
Problem
Solution
I forgot the password, and my
handheld is not locked.
■
First, use the password hint to try and remember the
password. If this does not help, or if you do not have a
password hint, you can use Security to delete the password,
but your handheld deletes all entries marked as private.
However, if you perform a HotSync operation before you
delete the password: the HotSync process backs up all
entries, whether or not they are marked private. Then, you
can follow these steps to restore your private entries:
1.
Use the Palm Desktop software and the cradle/cable or
infrared communication to synchronize your data.
2.
Tap Forgotten Password in Security to remove the password
and delete all private records.
3.
Perform a HotSync operation to synchronize your data and
restore the private records by transferring them from your
computer to your
handheld.
■
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.
I forgot the password and my
handheld is locked.
Recharging problems
Problem
Solution
When I place my handheld the
battery gauge does not indicate
recharging.
■
Confirm that the handheld is well seated in the cradle.
■
Confirm that the recharger cable is properly connected to
the back of the USB connector that plugs into your
computer.
■
Confirm that your recharger is plugged into an AC outlet
that has power.
TIP
184
Turn off your handheld to minimize recharging time.
Expansion card problems
Expansion card problems
Problem
Solution
I put an expansion card in the
slot, but I can’t see the
expansion card listed in the
Applications Launcher.
■
Remove and reinsert the expansion card in the slot to ensure
it is properly installed.
Technical support
If, after reviewing the sources listed at the beginning of this appendix, you cannot
solve your problem, contact your regional technical support office by e-mail,
phone, or fax.
Before requesting support, please experiment a bit to reproduce and isolate the
problem. When you do contact support, please be ready to provide the following
information:
■
The name and version of the operating system you are using
■
The actual error message or state you are experiencing
■
The steps you take to reproduce the problem
■
The version of handheld software you are using and available memory
To find version and memory information:
1.
Tap the Applications icon
2.
Tap the Menu icon
3.
Tap App, and then tap Info.
.
.
Thousands of third-party add-on applications have been written for the
Palm OS handhelds. Unfortunately, we are not able to support such a large
number of third-party applications. If you are having a problem with a thirdparty application, please contact the developer or publisher of that software.
NOTE
4.
Tap Version to see version numbers, and tap Size to see the amount of free
memory in kilobytes.
185
Appendix B
186
Frequently Asked Questions
APPENDIX C
Non-ASCII Characters for Login Scripts
The following information enables you to create custom login scripts that require
non-ASCII characters. It is provided for advanced users who understand the use
and requirements of such characters in a custom login script.
Use of ^char
You may use the caret ( ^ ) to transmit ASCII command characters. If you send
^char, and the ASCII value of char is between @ and _, then the character is
automatically translated to a single-byte value between 0 and 31.
For example, ^M is converted to a carriage return. If char is a value between a and
z, then the character sequence is translated to a single-byte value between 1 and 26.
If char is any other value, then the character sequence is not subject to any special
processing.
For example, the string “Joe^M” transmits Joe, followed by a carriage return.
Carriage return and line feed
You may include carriage return and line feed commands as part of the login script,
when entered in the following format:
■
<cr>Sends or receives a carriage return
■
<lf>Sends or receives a line feed
For example, the string “waitfor Joe<cr><lf>” waits to receive Joe followed by a
carriage return and line feed from the remote computer before executing the next
command in the script.
187
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.
Examples:
188
■
\^Includes a caret as part of the string
■
\<Includes a < as part of the string
■
\\Includes a backslash as part of the string
Product Regulatory Information
FCC Statement
This device complies with part 15 of the FCC rules. Operation is subject to the following two
conditions: (1) This device may not cause harmful interference, and (2) this device must accept any
interference received, including interference that may cause undesired operation.
NOTE
This equipment has been tested and found to comply with the limits for a Class B digital device,
pursuant to Part 15 of the FCC rules. These limits are designed to provide reasonable protection against
harmful interference in a residential installation. This equipment generates, uses, and can radiate radio
frequency energy and, if not installed and used in accordance with the instructions, may cause harmful
interference to radio communications. However, there is no guarantee that interference will not occur in a
particular installation. If this equipment does cause harmful interference to radio or television reception,
which can be determined by turning the equipment off and on, the user is encouraged to try to correct the
interference by one or more of the following measures:
■
Reorient or relocate the receiving antenna.
■
Increase the separation between the equipment and receiver.
■
Connect the equipment into an outlet on a circuit different from that to which the receiver is connected.
■
Consult the dealer or an experienced radio/TV technician for help.
The use of shielded I/O cables is required when connecting this equipment to any and all optional
peripheral or host devices. Failure to do so may violate FCC rules.
CAUTION Changes or modifications not covered in this manual must be approved in writing by the
manufacturer’s Regulatory Engineering Department. Changes or modifications made without written
approval may void the user’s authority to operate this equipment.
Responsible Party:
Palm™ m100 Series Product Family
Palm, Inc.
5470 Great America Parkway
Santa Clara, California 95052
United States of America
(408) 878-9000
Tested to Comply
With FCC Standards
189
Product Regulatory Information
Canadian ICES-003 Statement
This Class B digital apparatus meets all requirements of the Canadian Interference-Causing
Equipment Regulations.
Cet appareil numérique de la classe B respecte toutes les exigences du Réglement sur le matériel
brouilleur du Canada.
CE Compliance Statement
This product was tested by Palm, Inc. and found to comply with all the requirements of the EMC
Directive 89/336/EEC as amended.
This is a Class B product based on the standard of the Voluntary Control Council for Interference
from Information Technology Equipment (VCCI). If this is used near a radio or television receiver in
a domestic environment, it may cause radio interference. Install and use the equipment according to
the instruction manual.
Battery Warning
Do not mutilate, puncture, or dispose of batteries in fire. The batteries can burst or explode, releasing
hazardous chemicals. Discard used batteries according to the manufacturer’s instructions and in
accordance with your local regulations.
Varning
Eksplosionsfara vid felaktigt batteribyte. Använd samma batterityp eller en ekvivalent typ som
rekommenderas av apparattillverkaren. Kassera använt batteri enligt fabrikantens instruktion.
Advarsel!
Lithiumbatteri—Eksplosionsfare ved fejlagtig håndtering. Udskiftning må kun ske med batteri af
samme fabrikat og type. Levér det brugte batteri tilbage tilleverandøren.
Varoitus
Paristo voi räjähtää, jos se on virheellisesti asennettu. Vaihda paristo ainoastaan valmistajan
suosittelemaan tyyppiin. Hävitä käytetty paristo valmistajan ohjeiden mukaisesti.
Advarsel
Eksplosjonsfare ved feilaktig skifte av batteri. Benytt samme batteritype eller en tilsvarende type
anbefait av apparatfabrikanten. Brukte batterier kasseres i henhold til fabrikantens instruksjoner.
190
Product Regulatory Information
Waarschuwing!
Bij dit produkt zijn batterijen geleverd. Wanneer deze leeg zijn, moet u ze niet weggooien maar
inleveren als KCA.
Uwaga
191
Product Regulatory Information
192
Index
A
ABA (Address Book archive file) 37
Accented characters
Graffiti writing 33
onscreen keyboard 36
Add-on applications 44–48
Address Book
*If Found Call* entry 104
adding custom fields 107
archive files (.aba) 37
business card for beaming 77
categorizing records 79
conduit for synchronizing 128
creating records 68, 103–104
deleting records 70
displaying category 106
displaying data in the Address list 105
finding records 82–83
fonts 89
menus 105
notes for records 88
opening 65
overview 64
private records 88
sorting records 85
Agenda (Date Book view) 100
Alarm
lists 89
preset 102
setting in Clock 120
setting in Date Book 94
setting in Note Pad 113
sound 102, 121, 148, 176
Alphabet
Graffiti writing 30
onscreen keyboard 16, 21
Application buttons 5, 17
for cycling through views 64, 65, 66
reassigning 144
Applications
Address Book 64
beaming 76–78
Calculator 67
categories 41–42
Clock 67
Date Book 63
font style 89
installing 44–47
Launcher 17–18, 41–43
Memo Pad 66
Note Pad 66
opening 18
plug-in 162
preferences for 43
removing 47
security 49
size in kilobytes 185
To Do List 65
version of 185
viewing as icons 42
viewing as list 42
See also Add-on applications
Archive files
importing data from 37
for main applications 37
saving deleted records 70
saving purged records 71
Auto-off delay 147
Autotext. See Graffiti ShortCuts
B
Backlight 5, 145
Battery
charging 11
conserving power 147
disposal 168, 190–191
gauge 18
life and use 168
warning 190–191
Beaming
193
Index
information 76–78
location of IR port 7
pen stroke to activate 145
problems with 183
See also Infrared
Bold font for text 89
Business card for beaming 77
Buttons preferences 144
C
Cable
connecting to computer 7
for local HotSync operations 133
Calculator
buttons explained 118
memory 118
opening 67
overview 67
recent calculations 67, 119
Calibration 15, 146, 176
Call Waiting, disabling 137, 154
Calling card, using in phone settings 137,
155
Capital letters (Graffiti writing) 31
Card. See Expansion Card
Caring for the handheld 167
Categories
application 41–42
assigning records to 78–79
beaming 76–77
creating 80–81
default 79
displaying 80, 106, 177
merging 82
renaming 81
using in Applications Launcher 41, 42
Chain calculations 119
Characters, Graffiti 27
Check boxes 17
Clearing Calculator entries 118
Clearing notes 69
Clock
alarm 120
alarm preferences 121
display options 121
menus 121
opening 68, 120
Combining categories 82
194
Comma delimited files, importing data
from 37
Command
buttons 17
equivalents (Graffiti writing) 19
toolbar 20
Command stroke 19, 78, 84
Compressing Day view 102
Computer keyboard, entering data with 23
Conduits
for connecting to PIMs 14
for modem HotSync operations 138
for synchronizing applications 178, 128–
129, 170, 171
for synchronizing applications, Mac
computer 129–130
Conflicting events 99
Connecting
service templates 156
to server or ISP 156
Connection
preferences 151
selecting for network 153
Continuous events
deleting from Date Book 71
scheduling 96
Contrast control 16
Copying
notes into other applications 66
text 70
Country default setting 147
Cradle
connecting to computer 7
for local HotSync operations 73, 133
Creating
Address Book entries 103–104
categories 41–42, 80–81
custom fields in Address Book 107
Date Book events 90
memos 115
notes for records 88
records 68
To Do List items 107
Current date 177
Current time 18
displaying in Date Book 98
setting 25
Custom fields, in Address Book 107
Customizing. See Preferences
Index
Cutting text 69
Cycling through views 64, 65, 66
D
Data entry. See Entering data
Date
displaying in Clock 121
setting current 25, 177
To Do List record due 109
Date and Time preferences 25
Date Book
adding Address Book data to records 84
Agenda view 100
alarm 94
archive files (.dba) 37
changing event time 94
changing event to untimed 94
conduit for synchronizing 128
conflicting events 99
continuous events 95–97
creating records 68, 90–94
Day view 97
deleting records 70
display options 102
displaying current time 98
end time for Day view 102
fonts 89
menus 101
Month view 100
notes for records 88
opening 64
overview 63
private records 88
purging records 71
repeating events 71, 95–97
scheduling events 90–94
selecting dates 92
start time for Day view 102
Sunday or Monday to start week 147
switching views 97
untimed events 91, 93
Week view 98, 147, 177
Day
displaying in Clock 121
in Date Book view 91, 102
DBA (Date Book archive file) 37
Decimal point 147
Default
categories 79
settings. See Preferences
Deleted data, saving in archive files 70
Deleting
applications 44, 47
Desktop software 48
Graffiti characters 29
passwords 50
records 70
service templates 162
text 69
See also Purging records
Desktop software 12–13
for entering data 23
linking to external files 139
removing 48
saving deleted data to an archive file 70
system requirements 4
upgrading 7
See also PIM
Digitizer 15, 146, 176
DNS (Domain Naming System) 158
Double-booked events 99
Dragging
memos into other applications 66
stylus to activate features 145
using the stylus 15
E
Editing records 68–70
E-mail addresses
in Address Book 104, 105
Entering data 21–24
importing from other applications 37–39
problems with 176
using Graffiti writing 27–35
using Note Pad 36
using the computer keyboard 36
using the onscreen keyboard 35
Entries. See Address Book
Euro
in Graffiti writing 33
in onscreen keyboard 22
problems with 177
Events. See Date Book
Exchanging data. See HotSync
Exclamation marks in To Do List 110
Expansion
195
Index
adding hardware 7, 55
using cards 55–61
Expansion Card
applications 56
copying applications 57
deleting applications 59
formatting 60
inserting 55
removing 56
renaming 60
External keyboard 24
F
Face plate 5, 6
changing 9
FAQ 173–184
FCC Statement 189
Files, linking to external 139
Finding
applications, using Graffiti writing 18
information in applications 82–84
phone numbers 83–84
using the Find application 83
Fonts 89
Formats preferences 146
Frequently asked questions 173–184
Frozen handheld 176
G
Games 148
General preferences
alarm sounds 148
auto-off delay 147
stay on in cradle 148
system sounds 148
Glossary. See Graffiti ShortCuts
Graffiti
accented characters 33
alphabet 27, 30
basic concepts 27
capital letters 31
Command stroke 20
defined 22
Giraffe game for practicing 22
how to write characters 28
menu commands 19
moving the cursor 34
196
numbers 31
online Help 70, 144
problems using 176
punctuation marks 32
ShortCuts for entering data 34, 164–166
symbols 33
tips 29
writing 27–35
writing area 5, 28
H
Hard reset 169, 175
Hardware add-ons 7, 55
Help
Graffiti 70
online tips 20
Hiding records 86
HotSync
buttons preferences 145
conduits for synchronizing
applications 128–129, 170, 171
conduits for synchronizing applications,
Mac computer 129–130
customizing 128, 129
defined 72
first-time operation 72–76, 139–141
HotSync Manager 72
IR operation 130–134
linking to external files 139
local operation on Mac 75, 180
local operation on Windows 73, 124, 179
modem operation 125, 134–138, 180–181
modem settings 135
operations using cradle/cable 133, 149
operations using IR port 131–133, 150
problems with 178–183
problems with IR 182
restoring data 170–171
setting options 123–125
for synchronizing data 12
using with another PIM 48
I
Icons
alarm 94
application 16, 42
note 88
Index
online Tips 20
onscreen 176
repeating event 96
Idle timeout of ISP or server connection 157
Importing data 24, 37–39
Infrared
connections 149
HotSync operations 131–133, 150
port 7, 130
problems with IR HotSync
operations 182
requirements for computer 130
Initialization string 150
Installing
applications 44–47
conduit to install applications 128
Desktop software 13
International characters
Graffiti writing 33
onscreen keyboard 36
IP address 156, 158
IR port 7, 130
See also Beaming and Infrared
IR. See Infrared
IrCOMM 130, 149
IrDA (Infrared Data Association) 130
Items. See To Do List
K
Keyboard
computer 36
external 24
onscreen 16, 35, 36, 145
L
Letters
font style 89
Graffiti 27, 30
onscreen keyboard 35
List, in Applications Launcher 42
Locking the handheld with a password 51–
53, 145, 164
Login scripts 159–162, 187
Looking up Address Book data
to add to other records 83–84
scrolling in Address list 82
Lost
handheld, contact for 104
records 177
Lotus Organizer, importing data from 37
M
Mac computer 159
user profiles for 140
Maintenance information 167
Masking records 86
Memo Pad
adding Address Book data to records 84
archive files (.mpa) 37
categorizing records 78
conduit for synchronizing 128
creating records 68, 115
deleting records 70, 96
dragging memos into other
applications 66
fonts 89
menus 117, 119
opening 67
overview 66
private records 88
reviewing memos 116
sorting records 85, 177
Memory
amount of free 185
for beaming 183
Calculator 118
regaining 71, 175
Memos. See Memo Pad
Menus 18–20, 176
Address Book 105
choosing 19
command equivalents (Graffiti
writing) 19
command toolbar 20
Date Book 101, 121
Edit menu 69–70
Memo Pad 115, 117, 119
menu bar 16, 18
Network Preferences 162
Note Pad 115
To Do List 110
Microsoft Outlook, connecting to 14, 178
Modem
HotSync operations via 134–138, 180–
181
197
Index
initialization string 150
Monday, to start week 147
Month (Date Book view) 100, 102
Moving the cursor (Graffiti writing) 34
MPA (Memo Pad archive file) 37
MultiMediaCard 3
See also Expansion Card
N
Network
connecting 156
connection type 157
idle timeout 157
login scripts 159–162
password 152
phone settings 153
preferences 151–163
primary DNS 158
secondary DNS 158
selecting connection 153
selecting service 151
TCP/IP 151
user name 152
Note Pad
alarm 113
clearing notes 69, 113
conduit for synchronizing 128
copying notes into other applications 66
entering data 36
menus 115
opening 66
overview 66
private records 88
reviewing notes 112
setting pen and paper color 112
Notes, attaching to records 88
Numbers
decimal point and thousands
separator 147
Graffiti writing 31
onscreen keyboard 16, 35
O
Onscreen keyboard 21, 35, 70
pen stroke to open 145
Opening
Address Book 65
198
applications 17–18
Calculator 67
Clock 68, 120
Date Book 64
Memo Pad 67
Note Pad 66
To Do List 65
Organizer (Lotus PIM) 37
Outlook, connecting to 14, 178
Overlapping events 99
Owner preferences 164
P
Palm Desktop software. See Desktop software
Passwords 49–54
changing 50
creating 49
deleting 50
for network 152
forgotten 54, 184
Pasting
notes into other applications 66
text 70
Pen stroke, full-screen 144–145
Peripheral hardware 7, 55
Personal information managers. See PIM
Phone
Phone Lookup 83–84
selecting phone numbers for Address
list 105
selecting types of phone numbers 104
settings for ISP or dial-in server 153–155
Pick lists 17
PIM (personal information manager)
using HotSync Manager with 48
using with handheld 14
See also Desktop software
Plug-in applications 162
port 136
Ports, IR on handheld 130
Power button 5
PPP 156
PQA (query application file extension) 44
PRC (application file extension) 44, 162
Preferences 24
Buttons 144
choosing 43
Index
Connection 151
Date and Time 25
Digitizer 146
Formats 146
General 147
HotSync buttons 145
Network 151–163
Note Paper color 112
Owner 164
ShortCuts 164
Primary DNS 158
Printing records from applications 13
Prioritizing To Do List records 107, 110
Private records
displaying and creating 86–88, 177
lost with forgotten password 54
See also Security
Profiles 139
Punctuation marks
Graffiti writing 32
onscreen keyboard 35
Purging
records 71
See also Deleting
R
Range of times in Day view 102
Receiving data. See Beaming information
Records
Address Book 103
beaming 76–77
choosing categories 78
creating 68
Date Book 90
defined 68
deleting 70, 96
displaying a category of 80
editing 68–70
fonts 89
hiding private 49, 86
lost 177
masking private 49, 86
Memo Pad 115
notes for 88
number of 185
private 86–88
purging 71
sorting 84–86
To Do List 107
unmasking individual 87
Reminder lists 89
Removing
applications 47
Desktop software 48
Renaming categories 81
Repeating events
deleting from Date Book 71
scheduling 95
Rescheduling events 94
Resetting handheld
hard reset 169, 175
location of reset button 7, 168
soft reset 168
Restoring data
from a Mac computer 171
from a Windows computer 170
S
Saving data 41, 68, 70
Scheduling events 90–94
Screen
backlight 5
blank 175
calibrating 15, 146
caring for 167
touching with your finger 5
Scroll
bar 17
buttons 6
SD card 3
See also Expansion Card
Searching. See Finding
Secondary DNS 158
Secure Digital card
See also Expansion Card
Security 49–54
changing password 50
deleting password 50
displaying owner’s name 164
forgotten password 54
private records 86–88
setting a password hint 50
unmasking individual records 87
Selecting
date for event 92
phone numbers in Address Book 104
199
Index
text 69, 70
Sending data. See Beaming information
Serial port 125, 127, 134, 135
Service
selecting for network 151
templates 156, 162
Settings. See Preferences
ShortCuts
backing up 128
managing 164–166
menu commands 19
predefined 35
using 34
Soft reset 168
Sorting
applications 41
records 84–86, 177
Sounds. See Alarm and System sounds
Starting applications 18
Stylus
dragging with 15
pen stroke to activate a feature 144
tapping with 15
writing with 7, 27
Sunday, to start week 147
Symbols, in Graffiti writing 33
Synchronizing data. See HotSync
System
conduit 128
requirements for Desktop software 4
sounds 148
T
Tab delimited files, importing data from 37
Tapping 15, 176
TCP/IP 151, 163
TDA (To Do List archive file) 37
Technical Support 173, 185
Text
copying 70
cutting 69
entry. See Entering data
files, importing data from 37, 38
fonts for 89
selecting all 70
Thousands separator 147
Time
alarm setting 94
200
format 147
setting current 25
setting event 90
start and end for Date Book Day
view 102
Tips, online 20
To Do List
adding Address Book data to records 84
archive files (.tda) 37
categorizing records 78, 110
checking off items 108
completed items 110
completion date 110
conduit for synchronizing 128
creating records 68, 107
deleting records 70, 96
due date 109, 110
fonts 89
menus 110
notes for records 88
opening 65
overview 65
prioritizing records 107, 110
private records 88
purging records 71, 110
sorting records 85
Today. See Current date
Transferring data. See HotSync
Transmitting data. See Beaming information
Troubleshooting 173–184
Turning off handheld
automatically 147
pen stroke for 145
problems with 175
Turning on handheld
application buttons 5
displaying owner’s name 164
power button 5
problems with 175
U
Undoing actions 69
Uninstalling Desktop software 48
Universal connector 7, 55, 149
Unresponsive handheld 176
Untimed events 91, 93, 94, 95
Updating data. See HotSync
User name
Index
for ISP 152
identifying handheld 164
User profiles 139
HotSync operation with 141–142
V
VCal 37
VCard 37
W
Web sites 14
Week (Date Book view) 98–99, 147, 177
Writing area 5
Writing. See Entering data
201
Index
202
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