Palm VIIx Organizer Handbook

Palm VIIx Organizer Handbook
Handbook
for the
Palm VII™ Handheld
Palm.Net Discontinued: The Palm.Net service is
discontinued as of August 31, 2004. Any
information in this manual pertaining to Palm.Net,
PQAs (web clipping applications), MyPalm and
the WAP Browser is not applicable after that
date. For wireless email and web browsing, we
recommend you migrate to a palmOne
smartphone.
We can help you do this: Click here to learn how
to upgrade to a new solution.
Copyright
Copyright © 1998-2000 Palm, Inc. or its subsidiaries. All rights reserved. Graffiti,
HotSync, iMessenger, Palm OS, PalmConnect, and PalmModem are registered trademarks, and the HotSync logo, Palm, the Palm logo, Palm VII, the Palm VII logo, and
Palm.Net are trademarks of Palm, Inc. or its subsidiaries. Other product and brand
names may be trademarks or registered trademarks of their respective owners.
Disclaimer and Limitation of Liability
Palm, Inc. and its subsidiaries assume no responsibility for any damage or loss resulting
from the use of this handbook.
Palm, Inc. and its subsidiaries assume no responsibility for any loss or claims by third
parties which may arise through the use of this software. Palm, Inc. and its subsidiaries
assume no responsibility for any damage or loss caused by deletion of data as a result
of malfunction, dead battery, or repairs. Be sure to make backup copies of all important
data on other media to protect against data loss.
Important: Please read the End User Software License Agreement included 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.
Palm™ Desktop organizer software
Palm™ Desktop organizer software is supplied on a CD-ROM disc. If you do not have
access to a CD-ROM drive for your computer, you may download the Palm Desktop
software from http://www.palm.com.
P/N: 406-1606
A/N: 423-1606
Page ii
Contents
About This Book ......................................................................................... 1
Chapter 1: Introduction to Your Palm VII™ Handheld
Getting to know your Palm VII handheld.........................................3
What is a Palm VII handheld?..........................................................3
System requirements .........................................................................4
Palm VII components ........................................................................5
Installing the batteries .......................................................................9
Replacing batteries.............................................................................9
Setting up your handheld and charging the transmitter ...........10
Upgrade information .......................................................................10
Palm Desktop organizer software .................................................12
Using your handheld with another PIM ......................................14
Palm.Net wireless features .............................................................14
Tapping and typing ............................................................................17
Tap with the stylus to get things done..........................................17
Elements of the interface .................................................................18
Opening applications ......................................................................19
Using menus .....................................................................................22
Four ways to enter data...................................................................24
Customizing your handheld .............................................................28
Chapter 2: Entering Data in Your Palm VII™ Handheld
Using Graffiti writing to enter data..................................................31
Writing Graffiti characters ..............................................................31
Graffiti tips ........................................................................................33
The Graffiti alphabet........................................................................34
Writing capital letters ......................................................................35
Writing numbers ..............................................................................35
Graffiti numbers ...............................................................................36
Writing punctuation marks ............................................................36
Additional Graffiti punctuation.....................................................37
Writing symbols and extended characters ...................................37
Writing accented characters ...........................................................38
Accent strokes...................................................................................38
Additional non-English characters................................................38
Navigation strokes ...........................................................................39
Graffiti ShortCuts .............................................................................39
Using the onscreen keyboard............................................................40
Using your computer keyboard........................................................41
Importing data.....................................................................................41
Contents
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Chapter 3: Managing Your Applications
Using the Applications Launcher .................................................... 43
Selecting applications...................................................................... 43
Switching between applications.................................................... 43
Categorizing applications............................................................... 43
Changing the Applications Launcher display............................. 44
Choosing preferences......................................................................... 45
Installing and removing applications.............................................. 46
Installing add-on applications ....................................................... 46
Installing games ............................................................................... 48
Removing applications ................................................................... 49
Removing Palm Desktop software................................................ 50
Security................................................................................................. 50
Assigning a password..................................................................... 50
Changing or deleting a password ................................................. 51
Locking your handheld .................................................................. 52
Recovering from a forgotten password........................................ 53
Chapter 4: Using Your Basic Applications
Overview of basic applications ........................................................ 56
Date Book.......................................................................................... 56
Address Book ................................................................................... 57
To Do List.......................................................................................... 58
Memo Pad......................................................................................... 59
Calculator.......................................................................................... 59
Expense ............................................................................................. 60
Common tasks .................................................................................... 61
Creating records............................................................................... 61
Editing records................................................................................. 61
Deleting records............................................................................... 63
Purging records................................................................................ 64
Exchanging and updating data: HotSync operations ................ 65
Categorizing records ....................................................................... 67
Finding records ................................................................................ 71
Sorting lists of records..................................................................... 75
Making records private................................................................... 76
Attaching notes ................................................................................ 78
Choosing fonts ................................................................................. 79
Application-specific tasks ................................................................. 81
Date Book.......................................................................................... 81
Address Book ................................................................................... 95
To Do List........................................................................................ 100
Memo Pad....................................................................................... 105
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Handbook for the Palm VII™ Handheld
Calculator ........................................................................................108
Expense............................................................................................110
Chapter 5: Web Clipping Applications and
the iMessenger® Application
Your handheld is a wireless device ................................................121
Web clipping applications ............................................................121
Wireless Internet messaging: the iMessenger application .......124
The Palm.Net wireless communication service.........................124
Improving signal strength ............................................................127
Using web clipping applications ....................................................129
Opening web clipping applications ............................................129
Working with web clipping applications ...................................130
Web clipping application menus .................................................136
Using the iMessenger application ..................................................137
The iMessenger application differs from the Mail application137
Opening the iMessenger application ..........................................138
Checking for and viewing messages ...........................................139
Opening and reading messages ...................................................140
Creating messages..........................................................................145
Rerouting replies to your messages ............................................149
Adding a signature to your message ..........................................150
Sending messages ..........................................................................151
Editing an unsent message ...........................................................152
Draft messages................................................................................153
Filing a message .............................................................................154
Deleting messages..........................................................................154
Removing a message from the Deleted folder...........................155
Purging deleted messages ............................................................155
Options for the iMessenger list screen ........................................155
Your Palm.Net mailbox.................................................................157
The iMessenger application and HotSync operations ..............158
iMessenger menus .........................................................................159
Chapter 6: Managing Desktop E-Mail and Beaming Information
Managing desktop E-Mail away from your desk ........................161
Setting up Mail on the desktop ....................................................162
Synchronizing Mail with your E-Mail application ...................164
Opening the Mail application on your handheld......................164
Viewing e-mail items .....................................................................164
Creating e-mail items.....................................................................165
Looking up an address ..................................................................168
Adding details to e-mail items .....................................................169
Storing e-mail to be sent later.......................................................172
Contents
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Editing unsent e-mail.................................................................... 173
Draft e-mail..................................................................................... 174
Filing e-mail.................................................................................... 175
Deleting e-mail............................................................................... 175
Removing e-mail from the Deleted folder ................................. 175
Purging deleted e-mail.................................................................. 176
Message list options ...................................................................... 176
HotSync options............................................................................. 178
Creating special filters .................................................................. 179
Truncating e-mail items................................................................ 183
Mail menus ..................................................................................... 183
Beaming information ....................................................................... 185
Chapter 7: Advanced HotSync® Operations
Selecting HotSync setup options.................................................... 189
Customizing HotSync application settings .................................. 191
IR HotSync operations ..................................................................... 193
Preparing your computer for infrared communication........... 193
Configuring HotSync Manager for infrared communication . 196
Performing an IR HotSync operation ......................................... 197
Returning to cradle HotSync operations.................................... 197
Conducting a HotSync operation via modem.............................. 198
Preparing your computer............................................................. 198
Preparing your handheld ............................................................. 200
Selecting the conduits for a modem HotSync operation ......... 201
Performing a HotSync operation via a modem......................... 202
Conducting a HotSync operation via a network ......................... 203
Connecting to your company’s dial-in server ........................... 203
Performing a network HotSync operation................................. 206
Using File Link .................................................................................. 206
Creating a user profile ..................................................................... 207
Chapter 8: Setting Preferences for Your Handheld
Viewing preferences......................................................................... 210
Buttons preferences .......................................................................... 210
Pen preferences .............................................................................. 211
HotSync buttons preferences ....................................................... 212
Digitizer preferences ........................................................................ 213
Formats preferences ......................................................................... 213
Country default.............................................................................. 213
Time, date, week start, and numbers formats ........................... 214
General preferences.......................................................................... 214
Auto-off delay ................................................................................ 214
System, alarm, and game sounds................................................ 215
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Handbook for the Palm VII™ Handheld
Beam Receive ..................................................................................215
Connection preferences....................................................................216
Sample connection for remote IR HotSync operations.............217
Network preferences and TCP/IP software .................................218
Selecting a service ..........................................................................219
Entering a user name .....................................................................219
Entering a password ......................................................................220
Selecting a connection ...................................................................220
Adding telephone settings............................................................221
Connecting to your service ...........................................................223
Creating additional service templates ........................................224
Adding detailed information to a service template ..................224
Login scripts....................................................................................227
Creating a login script on your handheld ..................................228
Plug-in applications .......................................................................230
Deleting a service template...........................................................230
Network preferences menu commands......................................230
TCP/IP troubleshooting................................................................231
Owner preferences............................................................................232
ShortCuts preferences ......................................................................233
Creating a ShortCut .......................................................................233
Editing a ShortCut .........................................................................234
Deleting a ShortCut .......................................................................234
Wireless preferences .........................................................................234
Proxy ................................................................................................234
Sending ID or location information.............................................235
Appendix A: Maintaining Your Handheld
Caring for your handheld ................................................................237
About the AAA batteries .................................................................238
Automatic recharging of the transmitter.......................................239
Proper use of the antenna ................................................................241
Resetting your handheld..................................................................243
Performing a soft reset ..................................................................243
Performing a hard reset.................................................................244
Appendix B: Frequently Asked Questions
Software installation problems .......................................................248
Operating problems..........................................................................249
Tapping and writing problems .......................................................250
Wireless problems.............................................................................251
Application problems.......................................................................252
HotSync problems.............................................................................253
Beaming problems ............................................................................259
Contents
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Password problems.......................................................................... 260
Technical support and customer care............................................ 261
Appendix C: Creating a Custom Expense Report
About mapping tables ..................................................................... 263
Customizing existing sample templates ....................................... 264
Determining the layout of the Expense Report............................ 265
Labels............................................................................................... 265
Sections............................................................................................ 266
Analyzing your custom Expense Report ...................................... 267
Programming the mapping table ................................................... 268
Using applications other than Microsoft Excel ............................ 272
Expense file details ........................................................................... 273
Appendix D: Non-ASCII Characters for Login Scripts
Use of ^char....................................................................................... 275
Carriage return and line feed.......................................................... 275
Literal characters .............................................................................. 276
Palm.Net™ Service Agreement and Other Product Information
Palm.Net service agreement ........................................................... 277
Product regulatory information ..................................................... 285
FCC Statement................................................................................ 285
Battery Warning............................................................................. 286
Index.........................................................................................................289
Page viii
Handbook for the Palm VII™ Handheld
About This Book
Welcome to the Palm VII™ 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 handhelds in the Palm VII
product series and the applications that come with them.
It walks you through:
■
Locating all the parts of your handheld
■
Viewing and entering data
■
Using the Palm VII wireless features
■
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.
About This Book
Page 1
Page 2
About This Book
Chapter 1
Introduction to Your
Palm VII™ Handheld
This chapter explains the physical buttons and controls on your
Palm VII™ handheld, how to set up your handheld and charge the
transmitter, how to use your handheld for the first time, and how to
use HotSync® technology to synchronize your handheld and Palm™
Desktop organizer software. This chapter also introduces the
Palm.Net™ wireless communication service and the wireless features
of the Palm VII handheld.
Getting to know your Palm VII handheld
What is a Palm VII handheld?
With your Palm VII handheld you will no longer have trouble getting
to meetings and appointments on time, remembering people’s names
and personal details, or tracking all the items on your To Do list. Your
handheld can help you improve your track record in all these areas,
both at work and at home.
You can enter all your schedule details in Date Book so you can view
them by the day, week, or month, and you also have an agenda view
for displaying current events and To Do items at the same time. Keep
all your contact names, addresses, phone numbers, and other details
in Address Book, so you can find them as soon as you need them. Add
your tasks to To Do List, prioritize them so you don’t overlook them,
and assign them a due date.
You can easily connect your Palm VII handheld to the Internet,
without using a wire or an external modem, through a wireless
communication service maintained by Palm, Inc. Using web clipping
applications, you can access a wide spectrum of information available
on the Internet and view that information in a format that is easy to
read on your handheld screen. Another application, the iMessenger®
application, gives you an Internet messaging address; so you can use
your handheld to stay connected by wireless Internet messaging
anytime, anywhere within the coverage area of the wireless
communication service.
Chapter 1
Page 3
To make sure you don’t lose any important information, you can
synchronize your data with Palm Desktop software on your computer
so you always have a backup copy. You can set different security
levels for your handheld so unauthorized eyes cannot view your data.
When you are out of the office, track your expenses for your expense
reports; then transfer the data to your computer to print it out. You can
write, edit, and view your e-mail, and then synchronize your e-mail
with your desktop E-Mail application when you return to your office.
System requirements
To install and operate Palm Desktop software, your computer system
must meet the following requirements:
Minimum requirements
■
IBM-compatible 486 computer or higher
■
One of the following:
Windows 95/98 and 8 MB RAM (memory),
Windows NT 4.0 and 16 MB RAM,
Windows 2000 and 64 MB RAM
■
20 MB available hard disk space
■
VGA monitor or better
■
CD-ROM drive (you can also download Palm Desktop software
from http://www.palm.net)
■
Mouse
■
One available serial port or USB port (PalmConnect® USB Kit sold
separately)
See “Activating the Palm.Net wireless communication service” later
in this chapter for requirements to activate the service.
Optional equipment
■
PalmModem® accessory
■
Windows-compatible printer
■
Infrared communication device
Macintosh compatibility
You can connect your Palm VII handheld to your Macintosh using the
PalmConnect® Serial Kit or PalmConnect USB Kit (sold separately).
For more information about Macintosh compatibility, visit the web
site http://www.palm.com.
Page 4
Introduction to Your Palm VII™ Handheld
Palm VII components
Locating front panel controls
IR port
Antenna
Screen
Graffiti®
writing area
Power button/
Backlight control
Application
buttons
Scroll button
IR port
Uses infrared technology to transmit data to and
receive data from other Palm OS® handhelds, and to
perform HotSync operations. See “Beaming
information” in Chapter 6 and “IR HotSync
operations” in Chapter 7 for more information.
Screen
Displays the applications and information stored in
your handheld. It is touch-sensitive and responds to
the stylus.
Power
button/
Backlight
control
Turns your handheld on or off and controls the
backlight feature. If your handheld is turned off,
pressing the power button turns your handheld on
and returns you to the last screen you viewed. Press
the power button to turn your handheld off.
If you have difficulty seeing the information onscreen,
use the backlight to illuminate the screen. Press the
power button and hold it down for about two seconds
to turn the backlight on or off. The backlight turns off
automatically (after a period of inactivity) with the
Auto-off feature. See “General preferences” in
Chapter 8 for more information. You can assign the
full-screen pen stroke to activate the backlight. See
“Pen preferences” in Chapter 8 for more information.
Chapter 1
Page 5
Antenna
Gives you access to the Palm.Net service. See Chapter
5 for more information. See “Buttons preferences” in
Chapter 8 to learn how to open a specific application
when you raise the antenna.
Whenever you use the wireless features of your
handheld, please observe the guidelines or
prohibitions on the use of wireless devices in your
current location. For example, when you are on an
airplane, do not raise the antenna or use the wireless
features at times when the Federal Aviation
Administration (FAA) or airline regulations prohibit
the use of cellular phones. You can, of course, use all
other applications of your handheld in accordance
with airline regulations for electronic devices.
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 Opens the individual handheld applications that
buttons
correspond to the icons on the buttons: Date Book,
Address Book, To Do List, and Memo Pad. See
“Buttons preferences” in Chapter 8 for details on
reassigning these buttons to activate any application
on your handheld.
Tip:
Scroll
button
Page 6
If your handheld is turned off, pressing any
application button activates your handheld
and opens the corresponding application.
Displays text and other information that extends
beyond the area of the handheld screen. Pressing the
lower half of the scroll button scrolls down to view
information below the viewing area, and pressing the
upper half of the button scrolls up to view the
information above the viewing area.
Introduction to Your Palm VII™ Handheld
Locating back panel components
Stylus
Contrast
control
Reset
button
Battery
door
Serial (COM)
port door
Stylus
Slides in and out of the slot in the back panel of the
handheld. To use the stylus, remove it from the slot
and hold it as you would a pen or pencil. Unscrew
the top of the stylus to access the reset tool.
Battery door
Covers the AAA batteries that power your
handheld and charge the transmitter. See
“Installing the batteries” later in this chapter for
information on removing the battery door and
installing batteries.
Contrast
control
Adjusts the appearance of the screen for the
clearest screen display. Depending on the lighting
conditions or temperature of the environment
where you use your handheld, you may need to
adjust the setting of the contrast control.
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.
Chapter 1
Page 7
Serial (COM)
port door
Protects the serial port that fits into the connector
of the handheld cradle. The door ensures that the
connection surface of the serial port remains clean
and clear of debris.
Note: When your handheld is in the cradle, and
the cradle is connected to your computer,
you can use HotSync technology to do a
two-way exchange of the data on your
handheld and your computer. Plug the
connector of the cradle into the serial
(COM) port, as shown in the following
illustration.
Important: Your handheld requires a dedicated port. It cannot share
a port with an internal modem or other device. If you are
unsure about the location of the serial port on your
computer, refer to your computer’s documentation.
Page 8
Introduction to Your Palm VII™ Handheld
Installing the batteries
To use your handheld, you must install two AAA alkaline batteries.
The batteries fit behind the battery door on the back of your handheld.
To install the batteries:
1. Press the tab on the battery door and lift the battery door away
from your handheld.
Press tab to
open
2. Install the two AAA alkaline batteries supplied with your
handheld into the battery compartment.
Note:
A diagram in the interior of the battery compartment
shows the orientation of the positive (+) and negative (-)
ends of the batteries. When correctly installed, the clips in
the battery compartment secure the batteries in place.
3. Insert the battery door back into place so that it is flush with the
back of your handheld and “clicks” into position.
Important: Do not force the battery door. When the batteries are
correctly installed, the battery door clips smoothly into
place. If you feel resistance when replacing the battery
door, make sure the door is aligned with the slots on the
back of your handheld, and that the batteries are firmly
seated in the battery compartment.
Replacing batteries
Under normal conditions, depending on your usage pattern, the AAA
batteries of your handheld should provide weeks of use. When the
time comes to replace the AAA batteries, your handheld gives you
ample warning.
Chapter 1
Page 9
When you replace the AAA batteries, keep these points in mind:
■
Before you replace the batteries, perform a HotSync operation so
that you have a backup copy of all your data on your computer.
■
When you remove the old batteries, the built-in backup power of
your handheld maintains memory data. Whenever you remove
the batteries, replace them immediately. We recommend replacing
batteries within a period of one minute. If you encounter any
difficulties or delays while you’re replacing the batteries, reinstall
the original batteries and wait a few minutes for the backup power
to recharge.
■
When you dispose of the AAA batteries, please dispose of them
without damaging the environment.
Setting up your handheld and charging the transmitter
The first time you insert the AAA batteries, your handheld
automatically begins two processes:
■
The batteries begin to charge the transmitter you use with the
wireless communication service. This takes about 70 minutes. As
soon as the transmitter has been charged, you can activate the
service. See “Activating the Palm.Net wireless communication
service” later in this chapter.
■
Your handheld turns on automatically and Setup begins. Setup
consists of a short series of screens that you complete to prepare
your handheld for use. Setup also lists the web clipping
applications that are preloaded on your handheld. To complete
Setup, follow the instructions onscreen.
As soon as you finish Setup, you can use all the basic applications of
your handheld. See Chapter 4 for the list of your basic applications.
Upgrade information
If you already own a Palm OS handheld, we recommend that you
install the version of Palm Desktop software that comes with your
new Palm VII handheld into the same folder as your current Palm
Desktop software. When you install the new version in the same
folder as the previous version, all your data is preserved. If you use
another personal information manager (PIM), you still need to install
Palm Desktop software to add HotSync Manager, conduit software,
and other features of Palm Desktop software to your computer.
You perform HotSync operations in exactly the same way, so you can
quickly synchronize your old data with your new handheld.
Page 10
Introduction to Your Palm VII™ Handheld
To upgrade:
1. Read the Getting Started guide for an overview of the complete
installation process.
2. Synchronize your old handheld with your old Palm Desktop
software. This ensures that the latest information from your
handheld is on your desktop computer.
3. (Optional) To ensure against any data loss, go to the folder that
stores Palm Desktop software, copy the folder and all its contents,
rename it (for example, Palm Backup), and store the copy outside
the Palm Desktop software folder.
4. Follow the installation instructions in “Installing Palm Desktop
software” later in this chapter. Be sure to install the new software
in the same folder as the old software.
5. To prepare for the first HotSync operation that synchronizes your
new handheld with your new Palm Desktop software, go to the
HotSync Manager and choose Custom.
Note:
Be sure your username appears in the box at the top of the
Custom dialog box. If not, select your username.
6. For all conduits, click Change and select the option Desktop
overwrites handheld. Then click Done. See “Customizing HotSync
application settings” in Chapter 7 for more information.
7. Place your new handheld in the cradle and press the HotSync
button. If the Select User dialog box appears, select your username.
Note:
If you customized the modem setup on your old
handheld, you must re-enter the modem initialization
string. See “Connection preferences” in Chapter 8 for
more information.
Any passwords you set on your old handheld are not
restored during this HotSync operation. Records you
previously marked Private are still marked Private, but
you need to reenter a password on your new handheld.
8. Return to the Getting Started guide and complete the activation of
your handheld.
Chapter 1
Page 11
Each handheld must have a unique name
After you finish the upgrade process described above, you have two
handhelds with the same name. This is an undesirable situation. Each
handheld must have a unique name in order to prevent unexpected
results during HotSync operations and other complications.
We strongly recommend that you perform a hard reset on your old handheld.
See “Performing a hard reset” in Appendix A for details.
A hard reset not only erases all data from the old handheld; it also
erases the name and makes that handheld a clean slate, ready to
receive a new name. The next time you perform a HotSync operation
with this old handheld, you are asked to give it a name. Be sure to give
it a unique name.
Palm Desktop organizer software
Palm Desktop software extends many of the functions of your
handheld to your computer and serves to back up all your data.
Viewing and editing your data using Palm Desktop software is
optional. However, when you use it with your handheld and the builtin HotSync technology, you can fully synchronize the information on
your handheld with the information on your computer.
It is a good idea to back up your data in case something happens to the
data on your handheld. 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:
■
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.
■
Back up the data stored on your handheld with HotSync
technology and synchronize the data on your Palm Desktop
software. Synchronization is a one-step procedure that ensures
your data is always safe and up-to-date. See “Exchanging and
updating data: HotSync operations” in Chapter 4 for more
information.
■
Import and export data. See “Importing data” in Chapter 2 for
more information.
■
Print your Date Book, Address Book, To Do List, and Memo Pad
information on any printer.
Page 12
Introduction to Your Palm VII™ Handheld
Installing Palm Desktop software
The following instructions guide you through installing Palm
Desktop software. After installation, refer to the online Help in Palm
Desktop software for information about how to use the software.
To ensure a safe and uninterrupted installation of Palm Desktop
software, please do the following before installing:
■
Turn off your computer and connect the cradle to it. Do not put
the handheld in the cradle yet; you do that later in the process.
■
Do not simply copy the Palm Desktop software files to your
computer’s hard disk. You must use the installation software to
place the files in their proper locations and to decompress the files.
To install Palm Desktop software:
1. Exit any open programs, including those that run automatically at
startup. Disable any virus-scanning software.
2. Insert the Palm Desktop software CD-ROM into the computer’s
CD-ROM drive.
3. When the Palm Desktop Installer Menu appears, click the Install
button to begin the installation procedure.
4. Follow the onscreen instructions to complete the installation.
During installation you will be asked to insert your handheld into
the cradle.
Chapter 1
Page 13
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, 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.
If the installation program detects that you have Microsoft Outlook on
your computer, the program lets you choose between installing Palm
Desktop software or installing the conduit for Outlook so that you can
use that application as your PIM.
For information on the availability of conduit software for the PIM
you use, contact the vendor of your PIM or visit the web site
http://www.palm.com.
Palm.Net wireless features
Your handheld is equipped with a transmitter and an antenna that let
you transmit and receive data over the airwaves. Palm, Inc. provides
the Palm.Net wireless communication service, which you must
subscribe to in order to gain access to wireless features.
After you activate the wireless communication service, the following
wireless features become available to you:
■
Web clipping, using web clipping applications
■
Wireless Internet messaging, using the iMessenger application
Activating the Palm.Net wireless communication service
The transmitter inside your handheld contains a rechargeable battery
that must be charged before you can activate the wireless
communication service and use the wireless features. The AAA
batteries that you install during Setup of your handheld charge the
transmitter, and charging begins as soon as you insert the batteries.
Charging takes about 70 minutes.
Before you activate the Palm.Net service, be sure of the following:
■
You’re within coverage of the network. To find detailed maps of
coverage, visit the web site http://www.palm.net.
■
You’re in a location that can receive a strong radio signal. See
“Wireless problems” in Appendix B for tips on eliminating
obstacles to the signal.
Page 14
Introduction to Your Palm VII™ Handheld
To activate the Palm.Net service:
1. Read the brochure, Choosing a Palm.Net Service Plan, included in the
handheld package, describing the monthly service plans. Decide
on a plan. (You can switch plans at any time.)
2. Prepare to enter the following information: your name, firm,
billing address, phone number, current desktop e-mail address,
choice of service plan, and credit card information (or corporate
account number).
During activation you are also asked to create a username and
a password. You can accept one of the usernames suggested by
the Activate application or create your own; it must be at least
3 characters long. Your password must be 4 to 15 characters
long.
3. Read the Palm.Net service agreement, located at the back of this
book.
4. After the transmitter finishes charging, raise the antenna on the
right side of your handheld by gently rotating it upwards.
135°
90°
To ensure the best reception: If
you are holding the handheld
in your hand, raise the antenna
to its position at 135°, located
at the second click you feel as
you raise the antenna. If the
handheld is on a flat surface,
raise the antenna to its position
at 90°.
5. Follow the instructions onscreen to activate the wireless
communication service.
Important: Be sure to record and remember the username and
password you create during activation. You need them
both to access information about your usage of the service
and your billing information. Your username is also part
of your address on the Palm.Net network — for example,
[email protected]
Chapter 1
Page 15
Web clipping
Your handheld includes special kinds of applications called web
clipping applications. Web clipping applications take advantage of the
wireless functionality of your handheld to give you access to
information on the Internet.
Web clipping applications give you access to a wide spectrum of
practical Internet information: news and business headlines, travel
information, stock quotes, sports scores, restaurant reviews, movie
times, and much more.
It’s impractical, however, to browse the Internet from a small
handheld computer and look at elaborate, animated, graphics-laden
web pages on a screen the size of your handheld’s. So instead of web
browsing, web clipping applications offer you a more efficient way to
access the Internet, called web clipping.
In general, web clipping is a simple process of query-and-response.
You simply request information, tap a button that transmits your
request to the Internet, and within seconds, you receive a response.
See Chapter 5 for more information.
Wireless Internet messaging
Like web clipping, the iMessenger application takes advantage of the
wireless functionality of your handheld to give you wireless Internet
messaging. Your handheld, like a cellular phone, uses a radio
frequency to transmit and receive information. Your handheld is part
of the Palm.Net network, which receives and stores messages sent to
you at your @palm.net address, and delivers messages you send from
your handheld to the recipient’s Internet e-mail address.
After you activate the wireless communication service, whenever
you’re within the coverage area, you can communicate with anyone
who has an Internet e-mail account. See Chapter 5 for more
information.
Page 16
Introduction to Your Palm VII™ Handheld
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, or digitizer.
Calibration aligns the internal circuitry of your handheld with its
touch-sensitive screen so that when you tap an element on the screen,
your 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
■
Submit queries to the Internet
■
Check for and send messages in the iMessenger application
■
Choose menu commands
■
Initiate a global Find operation
■
Select options in dialog boxes
■
Open the onscreen keyboard
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.
Chapter 1
Page 17
Elements of the interface
Menu
bar
Pick list
Check
box
Command
buttons
Icons
Menu bar
A set of commands that are specific to the application.
Not all applications have a menu bar.
Command Tap a button to perform a command. Command
buttons
buttons appear in dialog boxes and at the bottom of
application screens. A command button that initiates a
wireless transaction always displays the over-the-air
icon:
Over-the-air icon
Icons
Tap the icons to open applications
, menus
, and
Calculator
, and to find text in the data of your basic
applications
.
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.
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.
Pick list
Tap the arrow to display a list of choices, and then tap
an item in the list to select it.
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Introduction to Your Palm VII™ Handheld
Scroll bar
Previous/next
arrows
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 portions of the scroll
button on the front panel of your handheld.
Previous/
Tap the up and down arrows to display the previous
next arrows and next page of information; tap the left and right
arrows to display the previous and next record.
Opening applications
You can use the Applications Launcher to open any application
installed on your handheld. You can also open the four main
applications — Date Book, Address Book, To Do List, and Memo Pad
— with the application buttons on the front panel of your handheld.
Applications
Launcher
Date
Book
Address
Book
Tip:
Memo
Pad
To Do
List
When you press an application button on the front panel, you
have instant access to the selected application. You don’t even
need to turn on your handheld first.
Chapter 1
Page 19
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:
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:
Page 20
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 applications to
different categories. See “Categorizing applications” in
Chapter 3.
Introduction to Your Palm VII™ Handheld
To open an application that uses the antenna:
These applications use the antenna:
■
All web clipping applications
■
iMessenger application
Applications that support your use of the wireless features
1. Raise the antenna, located on the right side of your handheld.
■
135°
90°
To ensure the best reception: If
you are holding the handheld
in your hand, raise the antenna
to its position at 135°, located
at the second click you feel as
you raise the antenna. If the
handheld is on a flat surface,
raise the antenna to its position
at 90°.
Raising the antenna automatically opens the Applications
Launcher to the Palm.Net category. When the transmitter successfully connects to the network, your handheld beeps.
2. Tap the web clipping application that queries the Internet for the
kind of information you want.
You can set your handheld to open a specific application
whenever you raise the antenna. See “Buttons preferences” in
Chapter 8 for details.
When you install web clipping applications, they appear by default in
the Palm.Net category of the Applications Launcher. The icons of web
clipping applications and all applications that use the antenna are easy
to recognize: They all have a dark diamond shape as their background
and include the over-the-air icon:
Tip:
Background of all web
clipping application icons
Sample web clipping
application icon
Feel free to explore all your web clipping applications to find out what
kind of information they offer. Despite the presence of the over-the-air
symbol in its icon, you can open any web clipping application without
incurring any cost.
Chapter 1
Page 21
Using menus
Menus on your handheld are easy to use. Once you master 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 4. The Edit menu is described in
“Editing records” in Chapter 4.
To open the menu bar:
1. Open an application (such as Memo Pad).
2. Do one of the following:
Tap the Menu icon
.
Tap the inverted title area at the top of the screen.
Tap the title area
Tap the Menu icon
In this example, three menus are available: Record, Edit, and Options.
The Record menu is selected and contains the commands New Memo,
Delete Memo, and Beam Memo.
Choosing a menu
After you open the menu bar for an application, tap the menu that
contains the command you want to use. 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.
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Introduction to Your Palm VII™ Handheld
Graffiti menu commands
Most menu commands have an equivalent Graffiti Command stroke,
which is similar to the keyboard shortcuts used to execute commands
on computers. The command letters appear to the right of the
command names.
Menu commands
Command letters
Draw the Command stroke anywhere in the Graffiti area. 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 you select text, the undo, cut, copy,
and paste menu icons appear. Tap an icon to select the command, or
immediately write the corresponding command letter in the Graffiti
writing area. For example, to choose Copy in the Edit menu, draw the
Command stroke, followed by the letter “c.”
Note: Command mode is only active for a short time, so you must
tap an icon or write the command letter immediately to choose
the menu command. In web clipping applications, the
command toolbar is available only when you select text or text
in your handheld’s memory is available to paste or undo.
Chapter 1
Page 23
Displaying online tips
Many of the dialog boxes that appear on your handheld contain a Tips
icon in the upper-right corner. Online tips anticipate questions you
have in a dialog box, provide shortcuts for using the dialog box, or
give you other useful information.
To display an online tip:
1. Tap the Tips icon
.
2. After you review the tip, tap Done.
Four ways to enter data
There are four ways to enter data into your handheld:
■
Using the onscreen keyboard
■
Using Graffiti writing
■
Entering or importing data in Palm Desktop software and then
synchronizing with your handheld
■
Using an external keyboard
Onscreen keyboard
When you create or edit a record in an application such as Address
Book, you can open the onscreen alphabetic and numeric keyboards
to enter data.
Tap here for
alphabetic keyboard
Page 24
Tap here for numeric
keyboard
Introduction to Your Palm VII™ Handheld
After a keyboard is open, you can tap to open any of the other
keyboards, including the international keyboard. See “Using the
onscreen keyboard” in Chapter 2 for more information.
Note: You cannot enter Graffiti characters while using the onscreen
keyboard.
Alpha
Tab
Backspace
Caps lock
Carriage return
Caps shift
Tap here to display
alphabetic keyboard
Numeric
International
Tap here to display
numeric keyboard
Tap here to display
international 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
Your handheld also includes Giraffe, a game you can use to practice
writing Graffiti characters. 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.
Chapter 1
Page 25
To open Memo Pad:
1. Press the Memo Pad application button
.
2. Tap New.
Note: A blinking cursor appears on the first line of the new memo to
indicate where new text will appear.
New
memo
cursor
Tap
New
Write in Graffiti area
See “Using Graffiti writing to enter data” in Chapter 2 for more
information.
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 the Palm Desktop software or the
PIM you have installed to use with 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 4 for
more information.
Page 26
Introduction to Your Palm VII™ Handheld
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.
External keyboard
You can connect an optional keyboard accessory to the serial
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.
Chapter 1
Page 27
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 and date; view different date and time
formats when you travel; turn off sounds; and configure your
handheld to work with a modem or network. See Chapter 8 for more
information on customizing your handheld.
To open the Preferences screens:
1. Tap the Applications icon
.
2. Tap the Preferences (Prefs) 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 time and date give you an
example of how to customize your handheld.
You make changes to the time and date in General preferences.
To set the current time:
1. Tap the Set Time box.
Tap here
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 AM or PM.
Note:
Your handheld can also display time based on a 24-hour
clock. See “Formats preferences” in Chapter 8 for more
information.
5. Tap OK.
Page 28
Introduction to Your Palm VII™ Handheld
To set the current 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 select date
3. Tap a month.
4. Tap the current date.
Chapter 1
Page 29
Page 30
Introduction to Your Palm VII™ Handheld
Chapter 2
Entering Data in Your
Palm VII™ Handheld
This chapter explains how to enter data into your Palm VII™
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).
Chapter 2
Page 31
■
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 you
must see a blinking cursor before you write the text.
2. Use the tables on the following pages to find the stroke shape for
the letter you want to create. For example, the stroke shown below
creates the letter “n.”
Note:
There are two different stroke shapes available for some
letters. For these letters, choose the one that’s easiest for
you.
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.
Page 32
Entering Data in Your Palm VII™ Handheld
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.
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.
■
Press firmly.
■
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.
Chapter 2
Page 33
The Graffiti® alphabet
Letter
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
Page 34
Strokes
tap twice
Entering Data in Your Palm VII™ Handheld
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 lower-right corner of the handheld screen. If you
accidentally activate Caps Shift, backspace will cancel it.
Caps Shift
To enter only capital letters (Caps Lock):
■
Use the Caps Lock stroke:
Caps
Lock
Tip:
When Caps Lock is active, an underlined “up arrow” symbol
appears in the lower-right corner of the handheld screen. To
return to lowercase, make the Caps Shift stroke.
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 righthand side (numbers side) of the Graffiti writing area.
Chapter 2
Page 35
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
Tip:
Page 36
When Punctuation Shift is active, you can make a symbol
stroke anywhere in the Graffiti writing area (the letters or
numbers side).
Entering Data in Your Palm VII™ Handheld
Symbol
Stroke
Symbol
Period
.
Dash
—
Comma
,
Left Paren
(
Apostrophe
'
Right Paren
)
Question
?
Slash
/
Exclamation
!
Dollar
$
Stroke
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
Chapter 2
Page 37
—

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
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 ý ÿ 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.
Page 38
Entering Data in Your Palm VII™ Handheld
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
Next Field
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.
Graffiti writing comes with several predefined ShortCuts, and you can
also create your own. Each ShortCut can represent up to 45 characters.
For example, you might create a ShortCut for your name, or for the
header of a memo. See “ShortCuts preferences” in Chapter 8 to learn
about creating your own ShortCuts.
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
Chapter 2
Page 39
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. Note that you cannot enter Graffiti
characters while using the onscreen keyboard.
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 alpha
keyboard
Tap here for numeric
keyboard
4. Tap the characters to enter text and numbers.
Note:
The onscreen keyboard also includes a dialog box for
international characters. You can switch among the three
dialogs at any time to enter the exact text you need.
5. After you finish, tap Done to close the onscreen keyboard and
place the text in the record.
Page 40
Entering Data in Your Palm VII™ Handheld
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. All the main applications on your
handheld are also available in Palm Desktop software and in most
PIMs, so you don’t need to learn different applications.
Refer to Palm Desktop online Help for more information on entering
data on your computer.
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.
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
■
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 Palm OS® handhelds or to create a copy of your important Palm
Desktop information.
To import data:
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:
Chapter 2
Page 41
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.
6. Click Open.
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.
Page 42
Entering Data in Your Palm VII™ Handheld
Chapter 3
Managing Your
Applications
This chapter explains how to switch between applications on your
Palm VII™ 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.
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.
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.
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 of your applications.
Chapter 3
Page 43
To categorize an application:
1. Tap the Applications icon
2. Tap the Menu icon
.
.
3. Tap App, and then tap Category.
4. Tap the pick list next to each application to select a category.
Tip:
To create a new category, tap Edit Categories from the
pick list. Tap New, enter the category name, and then tap
OK to add the category. Tap OK.
5. Tap Done.
To display applications by category:
1. Tap the Applications icon
.
2. 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.
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Managing Your Applications
To change the Applications Launcher display:
1. Tap the Applications icon
2. Tap the Menu icon
.
.
3. Tap Options, and then tap Preferences.
4. Tap the View By pick list and select List.
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.
Chapter 3
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Installing and removing applications
This section explains how to install and remove applications on your
handheld and how to remove Palm™ Desktop organizer software
from your computer.
Installing add-on applications
Your handheld comes with the Date Book, Address Book, To Do List,
Memo Pad, Expense, Calculator, and Mail applications installed and
ready to use.
Your handheld also contains several built-in web clipping
applications; so after you activate the wireless communication service,
you have immediate access to Internet information.
The CD-ROM containing Palm Desktop software also contains many
more web clipping applications. You can transfer these to your
computer at the same time that you install the software. These web
clipping applications are stored in the Add-on folder, and you can add
them to your handheld using the Install Tool.
You can also install additional applications on your handheld, such as
games and other software, including more web clipping applications.
Many third-party applications are available for your handheld. The
web site http://www.palm.net has more information about these
applications.
Note: Any game or application that you install on your handheld
resides in RAM memory; you can delete it at any time. See
“Removing applications” later in this chapter for more
information.
With the Install Tool and HotSync® technology, you can easily install
software on your handheld.
To install add-on software on your handheld:
1. Using your desktop computer, copy or download the application
you want to install into the Add-on folder in your Palm Desktop
directory.
Note:
If the software you download is compressed, you need to
decompress it into this folder. If you prefer to place the
application into another folder, you need to navigate to
that folder before you complete step 5.
2. Double-click the Palm Desktop icon on your desktop.
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Managing Your Applications
3. Click Install.
Tip:
You can also access the Install Tool dialog box by
selecting Install Tool from the Palm Desktop program
group or by double-clicking any file with a PDB, PRC,
PNC, or PQA file extension.
4. In the User drop-down list, select the name that corresponds to
your handheld.
Chapter 3
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5. Click Add.
To see a list of just the web clipping applications that are on
your computer, in Files of type, select the option for files with
the PQA extension.
6. Select the application(s) that you want to install on your handheld.
7. Click Open.
Note:
Review the list of applications you selected in the Install
Tool dialog box. If you do not want to install an
application, select it, and then click Remove. (This does
not remove the application from your computer; it simply
removes it from the list of applications to install.)
8. Perform a HotSync operation to install the application(s) you
selected in step 6. See “Exchanging and updating data: HotSync
operations” in Chapter 4 for details.
By default, web clipping applications appear on your handheld in the
Palm.Net category of the Applications Launcher.
Installing games
The CD-ROM also includes several games that you can install with the
Install Tool:
■
Giraffe
■
HardBall
■
MineHunt
■
Puzzle
■
SubHunt
During Install, these games are automatically copied to the \Add-on
folder in your Palm Desktop directory on your computer.
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Managing Your Applications
Note: Giraffe is a fun, easy way for you to practice Graffiti® writing.
After you install and start a game, the instructions appear in the Game
menu. Depending on the game, the Game menu may also contain
commands to show high scores, to start a new game, or to set
preferences for the game.
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. 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 application that you want to remove.
5. Tap Delete.
6. Tap Yes.
7. Tap Done.
Chapter 3
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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:
1. From the Windows Start menu, choose Settings, and then Control
Panel.
2. Double-click the Add/Remove Programs icon.
3. On the Install/Uninstall tab, select Palm Desktop software.
4. Click Add/Remove.
Note: You need to install the HotSync Manager from the installation
CD-ROM if you want to synchronize data with another PIM.
In the Setup Type dialog box, select Custom; then deselect all
options except the HotSync option.
Security
Your handheld comes with a Security application so that
unauthorized users cannot view the entries you wish to protect.
See “Protection of your wireless transactions” in Chapter 5 for
information about the security of the Palm.Net™ network.
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 4 for information on making records private.
Assigning a password
You can assign a password to protect your private records and to lock
your handheld.
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Managing Your Applications
To assign a password:
1. Tap the Applications icon
.
2. Tap the Security icon.
3. Tap the Password box.
4. Enter a password.
Tap here
5. Tap OK.
6. 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:
Chapter 3
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To change the password, enter the new password, and tap OK.
To delete the password, tap Delete.
Locking your handheld
You can also lock your handheld so that you need to enter your
password to operate it.
Important: If you lock your handheld, you must enter the exact
password to re-activate your handheld. If you forget the
password, you need to 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
“Performing a hard reset” in Appendix A for information
about how to perform a hard reset.
To lock your handheld with a password:
1. Perform a HotSync operation to synchronize the data between
your handheld and your computer. See “Exchanging and updating
data: HotSync operations” in Chapter 4 for information on
synchronizing your data.
2. Assign a password.
3. Tap Lock & Turn Off.
Tap Lock &
Turn Off
4. Tap Off & Lock.
5. To start your handheld, turn it on and then enter the password.
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Managing Your Applications
Recovering from a forgotten password
If you did not activate the Off & Lock feature and you forget your
password, you can delete the password 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:
1. Tap Lost Password.
2. Tap Yes.
Chapter 3
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Managing Your Applications
Chapter 4
Using Your Basic Applications
Your Palm VII™ handheld includes these basic applications:
■
Date Book
■
Address Book
■
To Do List
■
Memo Pad
■
Calculator
■
Expense
See Chapter 5 for information on web clipping applications and the
iMessenger® application. See Chapter 6 for information on Mail.
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 do tasks that are specific to each
application.
Chapter 4
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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.
■
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 sound prior to 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
Note: Press the Date Book application button repeatedly to cycle
through the Day, Week, Month, and Agenda views.
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Using Your Basic Applications
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:
■
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.
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
Note: Press the Address Book application button repeatedly to cycle
through the categories in which you have records.
Chapter 4
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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
Note: Press the To Do List application button repeatedly to cycle
through the categories in which you have items.
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Using Your Basic Applications
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:
■
Take notes or write any kind of message on your handheld.
■
Drag and drop memos into popular computer applications like
Microsoft Word when you synchronize using Palm™ Desktop
organizer software and HotSync® technology.
■
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:
■
Press the Memo Pad application button on the front panel of your
handheld. Memo Pad opens to display the last Memo Pad screen
that you viewed.
Memo Pad button
Note: Press the Memo Pad application button repeatedly to cycle
through the categories in which you have memos.
Calculator
Calculator enables you to perform addition, subtraction,
multiplication, and division.
In Calculator, you can do the following:
■
Perform basic calculations.
■
Store and retrieve values.
Chapter 4
Page 59
■
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.
Expense
Expense lets you keep track of your expenses and then transfer
the information to a spreadsheet on your computer.
In Expense, you can do the following:
■
Record dates, types of expenses, amount spent, payment method,
and other details associated with any money that you spend.
■
Assign expense items to categories so that you can organize and
view them in logical groups.
■
Keep track of vendors (companies) and people involved with each
particular expense.
■
Log miles traveled for a particular date or expense category.
■
Sort your expenses by date or expense type.
■
Transfer your expense information to a Microsoft Excel
spreadsheet (version 5.0 or later) on your computer. (Microsoft
Excel is not included in the Palm VII™ handheld package.)
To open Expense:
1. Tap the Applications icon
2. Tap the Expense icon
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.
Using Your Basic Applications
Common tasks
The tasks described in this section use the term “records” to refer to an
individual item in any of the basic applications: a single Date Book
event, Address Book entry, To Do List item, Memo Pad memo, or
Expense item.
Creating records
You can use the following procedure to create a new record in Date
Book, Address Book, To Do List, Memo Pad, and Expense.
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) Tap Details to select attributes for the record.
6. In Address Book 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:
■
A blinking cursor
■
One or more edit lines
Blinking cursor
Edit line
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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.
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.
Cut
Removes the selected text and stores it temporarily
in the memory of your handheld. You can paste the
text you cut into another area of the current
application or into a different application.
Copy
Copies the selected text and stores it temporarily in
the memory of your handheld. You can paste the text
that you copy into another area of the current
application or into a different application.
Paste
Inserts the text that you cut or copied at the selected
point in a record. 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 edit line, record,
or screen. This enables you to cut or copy all of the
text and paste it elsewhere.
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Using Your Basic Applications
Copy Page
Copies the first 4,000 bytes of a clipping or page in a
web clipping application. See “Saving information
from a web clipping application” in Chapter 5.
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 in any of the basic applications:
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: Delete Address
To Do List: Delete Item
Memo Pad: Delete Memo
Expense: Delete Item
A confirmation dialog box appears. If you want to save a copy of
the deleted item to an archive file in Palm Desktop software, be
sure that the check box is checked. If you don’t want to save a copy,
tap the check box to remove the check.
4. Tap OK.
If you save a copy of the item, your handheld transfers it to an archive
file on your desktop the next time you perform a HotSync operation.
Other ways to delete records
You can also delete records in the following ways:
■
In the application’s Details dialog box, tap Delete, then tap OK.
■
Delete the text of the record.
Note:
Chapter 4
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.
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Purging records
Over time, as you use Date Book, To Do List, and Expense, 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, as do Expense items.
Note: The To Do preferences control which To Do List items appear.
See “To Do Show Options” later in this chapter for more
information.
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.
Purging is also available in the iMessenger application (see Chapter 5)
and in Mail (see Chapter 6).
Purging is not available in Address Book or Memo Pad. You must
delete unneeded records 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.
Date Book: Tap the pick list and select how old a record must be
to be purged. Purge deletes repeating events if the last of the series ends before the date that you purge records.
Date Book, To Do List: If you want to save a copy of the purged
records to an archive file on your desktop, be sure that the check
box is checked. 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.
Note: Purging does not happen automatically. You must tap the
command to make it happen.
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Using Your Basic Applications
Exchanging and updating data: HotSync operations
The HotSync process automatically synchronizes — that is, exchanges
and updates — the data on 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 placing your handheld in the cradle attached to your
computer, or using infrared communications. Indirect methods
include using a modem, or via a network using the network HotSync
technology. See Chapter 7 for information about performing HotSync
operations via a modem, network, or IR port.
Performing a HotSync operation for the first time
The first time you synchronize your data, you need to enter user
information in your Palm Desktop software. After you enter this
information and synchronize, the HotSync Manager recognizes your
handheld and doesn’t ask for this information again.
If you are a System Administrator preparing several handhelds for a
group of users, you may want to create a user profile. See “Creating a
user profile” in Chapter 7 before performing the following steps.
Important: You must perform your first HotSync operation with a
local, direct connection, rather than using a modem.
The following steps assume that you have already installed the Palm
Desktop software. If you have not installed this software, See “Palm
Desktop organizer software” in Chapter 1 for instructions.
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To perform a local HotSync operation:
1. Insert your handheld into the cradle.
Tip:
The bottom edge of the handheld should align smoothly
with the cradle when it is inserted properly.
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
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Using Your Basic Applications
Important: The first time you perform a HotSync operation, you
must select a user name in the New User dialog box and
click OK. Every handheld must have a unique name. To
prevent loss of a user’s records, never try to synchronize
more than one handheld to the same user name.
The HotSync 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.
Categorizing records
Categorize records in the Address Book, To Do List, Memo Pad, and
Expense 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.
System-defined and user-defined categories
By default, your handheld includes system-defined categories, such as
All and Unfiled, and user-defined categories, such as Business and
Personal.
You cannot modify the system-defined categories, but you can
rename and delete the user-defined categories. In addition, you can
create your own user-defined categories. You can have a maximum of
15 user-defined categories in each application.
Chapter 4
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Address Book contains the QuickList user-defined category, in which
you can store the names, addresses, and phone numbers you might
need in emergencies (doctor, fire department, lawyer, etc.).
Expense contains two user-defined categories, New York and Paris, to
show how you might sort your expenses according to different
business trips.
Note: The illustrations in this section come from Address Book, but
you can use these procedures in all the applications in which
categories are available.
To move a record into a category:
1. Select the record you want to categorize.
2. In Address Book only: Tap Edit.
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.
Note: In Address Edit and Memo you can tap the category name in
the upper-right corner of the screen and select a new category
for the item.
To display a category of records:
1. Tap the category pick list in the upper-right corner of the list
screen.
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Using Your Basic Applications
Tap here
Note:
In the Date Book Agenda view, the pick list is in the upper
right of the To Do list.
2. Select the category you want to view.
The list screen now displays only the records assigned to that
category.
Tip:
Pressing an application button on the front panel of the
handheld toggles through all the categories of that application.
To define a new category:
1. Tap the category pick list in the upper-right corner of the screen or
list.
Tap here
2. Tap Edit Categories.
3. Tap New.
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4. Enter the name of the new category, and then tap OK.
5. Tap OK.
You can assign any of your records to the new category.
To rename a category:
1. Tap the category pick list in the upper-right corner of the screen or
list.
2. Tap Edit Categories.
3. Select the category that you want to rename, and then tap Rename.
4. Enter the new name for the category, and then tap OK.
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Using Your Basic Applications
5. Tap OK.
Tip:
You can group the records in two or more categories into one
category by giving the categories the same name. For example,
if you change the name of the Personal category to Business,
all records formerly in the Personal category appear in the
Business category.
Finding records
Your handheld offers several ways to find information quickly:
■
All applications: Find locates any text that you specify, always
starting with the current application.
■
Date Book, To Do List, Memo Pad: Phone Lookup displays the Address
list screen and lets you add the information that appears in this list
to a record.
■
Address Book: The Look Up line lets you enter the first letters of a
name to scroll immediately to that name.
■
Expense: Lookup displays the names in your Address Book that
have data in the Company field. You can add these names to a list
of attendees associated with an Expense record.
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.
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To look up an Address Book record:
1. Display the Address list screen.
2. Enter the first letter of the name you want to find.
Look Up line
The list scrolls to the first entry that begins with that letter. If
you write another letter, the list scrolls to the first entry that
starts with those two letters. For example, writing an “s” scrolls
to “Sands,” and writing “sm” scrolls further to “Smith.” If you
sort the list by company name, the Look Up feature scrolls to
the first letter of the company name.
3. Tap the record to view its contents.
Using Find
You can use Find to locate any text that you specify, in any application
except web clipping applications.
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.
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Using Your Basic Applications
During the search, you can tap Stop at any time 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
information from that list to a record.
To use Phone Lookup:
1. Display the record in which you want to insert information. It can
be in Date Book, To Do List, Memo Pad, Mail, or iMessenger®.
2. Tap the Menu icon
.
3. Tap Options, and then tap Phone Lookup.
4. 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. Note that in Mail and
iMessenger, only names with e-mail addresses appear.
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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. In Mail and
iMessenger, Phone Lookup inserts only the e-mail address.
Phone Lookup tips
Write the Graffiti Command stroke /L to activate the Phone Lookup
feature. You can also activate it in the following circumstances:
■
While entering text: 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.”
■
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.
Looking up names to add to expense records
In Expense, Lookup displays the names in your Address Book that
have data in the Company field. You can add these names to a list of
attendees associated with an Expense record.
To add names to an Expense record:
1. Tap the Expense record to which you want to add names.
2. Tap Details.
3. Tap Who.
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Using Your Basic Applications
Tap here
4. Tap Lookup.
The Attendees Lookup screen displays all the names in your
Address Book that have data in the Company field.
5. Select the name you want to add, and then tap Add.
The name appears in the Attendees screen.
6. Repeat steps 4 and 5 to add more names.
7. Tap Done.
8. Tap OK.
Sorting lists of records
You can sort lists of records in various ways, depending on the
application. Sorting is available in applications that have list screens:
Address Book, To Do List, Memo Pad, and Expense.
Note: You can also assign records to categories. See “Categorizing
records” earlier in this chapter.
To sort records in To Do List and Expense:
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 and Memo Pad:
1. Open the application to display the list screen.
2. Tap the Menu icon
.
3. Tap Options, and then tap Preferences.
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Address Book
Memo Pad
4. Do one of the following:
Address Book: Tap the setting you want.
Memo Pad: Tap the Sort by pick list and select Alphabetic or
Manual.
5. Tap OK.
To sort the Memo list manually, tap and drag a memo to a new
location in the list.
Note: To make the list of your memos appear in Palm Desktop
software as you manually sorted it on your handheld, open
Memo Pad in Palm Desktop software and click List by. Then
select Order on handheld.
Making records private
In all basic applications except Expense and Mail, 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.
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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. Tap OK to confirm that you want to hide private records.
To mask all private records:
1. Tap the Applications icon
.
2. Tap Security.
3. Tap the Current Privacy pick list and select Mask Records.
Tap Mask
Records
4. Tap OK to confirm that you want to mask private records.
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To display private records:
1. Do one of the following:
Tap the Applications icon
, tap Security, then tap the Current Privacy pick list and select Show Records.
If you do not have a password, hidden and masked records become visible.
If you have a password, the Show Private Records dialog box
appears. Go to step 2.
Tap Show
Records
2. Enter your password and then tap OK.
To make a record private:
1. Display the entry that you want to make private.
2. Tap Details.
3. Tap the Private check box to select it.
4. Tap OK.
Attaching notes
In all basic applications except Memo 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.
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6. Tap Done.
A small note icon appears at the right side of any item that has a note.
Note icon
To review or edit a note:
1. Tap the Note icon
.
To delete a note:
1. Tap the Note icon
.
2. Tap Delete.
3. Tap Yes.
Choosing fonts
In all basic applications except Expense, you can change the font style
to make text easier to read. You can choose a different font style for
each application.
Small font
Large font
Bold font
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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.
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Using Your Basic Applications
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.
Note: 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.
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
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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 7. 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.
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 automatically
fill the start and end
times
Tap to scroll to
earlier hours
Tap to change
hours
Tap to change
minutes
Tap to scroll to
later hours
5. Tap OK.
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Using Your Basic Applications
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 only
appears 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.
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
current date
Tip:
In the Go to Date dialog box, you can also use the scroll
button on the front panel of the handheld to move
forward or backward one month at a time.
2. After you locate the date, follow the steps for scheduling an event
for the current day.
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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 OK, 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.
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.
Note: If you create an event and decide later that there is no
particular start or end time, you can easily change it to an
untimed event. Tap the time of the event in the Date Book
screen, tap No Time, and then tap OK.
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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 audible alarm for events in
your Date Book. You can set an alarm to sound 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 tone sounds, 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. Tap the pick list to select Minutes, Hours, or Days.
5. Select the 5 and enter any number from 0 to 99 (inclusive) as the
number of time units.
Enter number of
time units here
Tap here to
select unit of time
6. Tap OK.
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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.
Alarm for untimed events: 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. No audible alarm sounds for an untimed event; instead, the
reminder message appears onscreen.
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 onscreen until you turn on your handheld and tap OK to
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.
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.
Typically, a continuous event is an untimed event.
2. Tap Details.
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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 the 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
appears to the far right of the event.
Changing repeating or continuous events
When you make changes to a repeating or continuous event, such as
deleting or adding notes, or changing the time of an event, you can
decide which of the events you want to change; all events in the series,
just the current event, or the current and future events.
To delete repeating events:
1. Select the record you want to delete.
2. Tap the Menu icon
.
3. Tap Record, and then tap Delete Event.
4. Do one of the following:
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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. Past occurrences (prior to
the day of the change) are not 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 .
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Using Your Basic Applications
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, and Month views:
■
Press the Date Book application button repeatedly to display the
next view.
■
Tap the appropriate view icon in the lower-left corner of Date
Book.
To display the current time:
1. Tap and hold the stylus on the date bar to display the current time.
Tap and hold the date
Current time displays
2. Drag the stylus below the title area and then lift it to redisplay the
date.
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 a column to display details of an event.
Note:
Chapter 4
The Week View also shows untimed events and events
that are before and after the range of times shown.
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Previous
week
Next
week
Tap for that day
Bar indicates earlier event
Dot indicates untimed event
Bar indicates later event
3. Tap an event to show a description of the event.
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.
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Using Your Basic Applications
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
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
Dots on right side indicate events
Dots below date indicate untimed events
Month View button
You can control the dots and lines that appear in the Month View. See
“Options menu” at the end of this section on Date Book.
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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 in order 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 List items in one screen. When you tap an untimed event or
appointment in the Agenda view, the Day view appears so you can
see more detailed information about the event. You can tap the check
box next to a To Do List item to mark it complete. When you tap a To
Do List item, your To Do List appears.
Note: The To Do List 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.
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 List items.
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Note:
You can also change the category of To Do List items
shown. Tap the pick list to choose another category. See
“To Do List” later in this chapter for more information on
working with To Do List 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
Display
Options
Allows you to change Date Book’s appearance and
which events display.
■
Chapter 4
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.
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■
Compress Day View: Controls how times appear in
the Day View. When Compress Day View is off,
all time slots display. When it is on, start and
end times display for each event, but blank time
slots toward the bottom of the screen disappear
to minimize scrolling.
■
Month View settings: 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.
Preferences
About Date
Book
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■
Start/End Time: Defines the start and end times for
Date Book screens. If the time slots you select do
not fit on one screen, you can tap the scroll
arrows to scroll up and down.
■
Alarm Preset: Automatically sets an alarm for each
new event. The silent alarm for untimed events is
defined by minutes, days, or hours before
midnight of the date of the event.
■
Alarm Sound: Sets the tone of the alarm.
■
Remind Me: Defines how many times the alarm
sounds. The choices are Once, Twice, 3 Times, 5
Times, and 10 Times.
■
Play Every: Defines how often the alarm sounds.
The choices are Minute, 5 minutes, 10 minutes,
and 30 minutes.
Shows version information for Date Book.
Using Your Basic Applications
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
handheld to display the Address list.
on the front of your
2. Tap New.
Cursor
at Last
name
Tap New
3. Enter the last name of the person you want to add to your
Address Book.
Note:
Chapter 4
Your 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.
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4. Use the Next Field Graffiti stroke to move to the First Name field.
Next Field
You can also move to any field by tapping it directly.
Tip:
5. Enter the person's first name in the First Name field.
6. Enter the other information that you want to include in this entry.
Note:
As you enter letters in the Title, Company, City, and State
fields, text appears for the first logical match that exists in
your Address Book. As you enter more letters, a closer
match appears. For example, you may already have
Sacramento and San Francisco in your Address Book. As
you enter “S” Sacramento appears, and as you continue
entering “a” and “n” San Francisco replaces Sacramento.
As soon as the word you want appears, tap in the next
field to accept the word.
7. Tap the scroll arrows
to move to the next page of information.
8. After you finish entering information, tap Done.
Tap Done
Tip:
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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.
Using Your Basic Applications
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:
1. Tap the entry that you want to change.
2. Tap Edit.
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:
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Show in List
Select which type of phone or other information
appears in the Address list screen. Your options
are Work, Home, Fax, Other, E-mail, Main, Pager,
and Mobile. The identifying letters W, H, F, O, E,
M, or P appear next to the record in the Address
list, depending on which information is displayed.
If the E-mail or Other fields end in a letter, the
identifying letters are not 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.
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
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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.
Using Your Basic Applications
Options menus
Address View
Address list
Preferences
■
Remember last category: 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.
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.
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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
on the front of your
handheld to display the To Do list screen.
2. Tap New.
New To
Do List
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 have a number of items in your list,
changing an item’s priority setting may move its position in the list.
Note: 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.
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Using Your Basic Applications
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 List 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 List
item
Changing To Do List item details
The To Do Item Details dialog box enables you to change settings for
individual items.
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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. 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 cur-
rent 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.
3. 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 List items in Date Book Agenda view.
To change the Show Options settings:
1. In To Do List, tap Show.
2. Select any of the following settings:
Show Completed Items: Displays your completed items in the To
Do List. If you turn off this setting, your To Do List 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.
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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.
Record menu
Options menu
About To Do List Shows version information for To Do List.
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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.”
To create a new memo:
1. Press the Memo Pad application button
handheld to display the Memo list.
on the front of your
2. Tap New.
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.
3. Enter the text you want to appear in the memo. Use the carriage
return stroke to move down to new lines in the memo.
4. 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.
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To review a memo:
1. In the Memo list, tap the text of the memo.
Tap a
memo to
see its
contents
2. Review or edit the text in the memo.
3. Tap Done.
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
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Using Your Basic Applications
Go to Top of
Page
Moves to the top (first) line of the memo.
Go to Bottom of
Page
Moves to the bottom (last) line of the memo.
Preferences
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 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.
Clears the entire calculation and enables you to
begin a fresh calculation.
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.
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.
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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.
Options menus
About
Calculator
Chapter 4
Shows version information for Calculator.
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Expense
Expense enables you to record the date, expense type, and the amount
that you spent. A record in Expense is called an “item.” You can sort
your Expense items into categories or add other information that you
want to associate with the item.
To create an Expense item:
1. Tap the Applications icon
.
2. Tap Expense.
3. Tap New.
Cursor
of new
item
Tap New
Tip:
You can also create a new Expense item by writing on the
number side of the Graffiti writing area while in the
Expense list screen. The first number you write begins the
amount of your new Expense item.
4. Enter the amount of the expense.
5. Tap the Expense type pick list and select a type from the list.
Tap here
Note: As soon as you select an expense type, your handheld saves
your entry. If you do not select an expense type, it does not
save the entry.
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Tip:
Another quick way to create a new Expense item is to make
sure that no Expense item is selected in the Expense list, write
the first letter(s) of the expense type, and then write the
numerical amount of the Expense item. This technique takes
advantage of the automatic fill feature. See “Options menu”
later in this chapter for details.
Changing the date of an Expense item
Initially, Expense items appear with the date you enter them. You can
use Expense to change the date associated with any Expense item.
To change the date of an Expense item:
1. Tap the Expense item you want to change.
2. Tap the date of the selected item.
Tap date
3. Tap the new date.
Entering receipt details
Expense provides a variety of options that you can associate with an
item. These options appear in the Receipt Details dialog box.
To open the Receipt Details dialog box:
1. Tap the Expense item to which you want to assign details.
2. Tap Details.
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3. Select any of the following options:
Category: See “Categorizing records” earlier in this chapter.
Type: Opens a pick list of expense types.
Payment: Lets you choose the payment method used to pay the
Expense item. If the item is prepaid (such as airline tickets supplied by your company), you can choose Prepaid to place your
expense in the appropriate company-paid cell of your printed
expense report spreadsheet. See “Transferring your data to Microsoft Excel” later in this chapter for more information.
Currency: Enables you to choose the type of currency used to pay
the Expense item. The default currency unit is defined in the
Preferences dialog box (see “Options menu” later in this chapter). You can also display up to four other common types of currency. See “Customizing the Currency pick list” later in this
chapter for more information.
Vendor and City: Lets you record the name of the vendor (usually
a company) associated with the expense and the city where the
expense was incurred. For example, a business lunch might be
at Rosie's Cafe (Vendor) in San Francisco (City).
Attendees: See “Looking up names to add to expense records”
earlier in this chapter.
4. Tap OK.
Customizing the Currency pick list
You can select the currencies and symbols that appear in the Currency
pick list.
To customize the Currency pick list:
1. Tap the Currency pick list in the Receipt Details dialog box, and
then select Edit currencies.
Tap Edit
currencies
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Using Your Basic Applications
2. Tap each Currency pick list and select the country whose currency
you want to display on that line.
3. Tap OK to close the Select Currencies dialog box.
4. Tap OK.
To change your default currency:
1. Open Expense.
2. Tap the Menu icon
.
3. Tap Options, and then tap Preferences.
4. Tap the Default Currency pick list.
5. Tap the currency symbol you want to appear in Expense.
6. Tap OK.
Defining a custom currency symbol
If the currency you want to use is not in the list of countries, you can
create your own custom country and currency symbol.
To define a custom currency symbol:
1. Tap the Menu icon
.
2. Tap Options, and then tap Custom Currencies.
3. Tap one of the four Country boxes.
Tap a Country
box
4. Enter the name of the country and the symbol that you want to
appear in Expense.
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5. Tap OK to close the Currency Properties dialog box.
6. Tap OK.
Note: If you want to use your custom currency symbol as the default
for all Expense items, select the symbol in the Preferences
dialog box. If you want to use your custom currency symbol
only for a particular Expense item, select the symbol in the
Receipt Details dialog box associated with that item.
Show Options
Show Options define the sort order and other settings that relate to
your Expense items.
To open the Show Options dialog box:
1. In the Expense list, tap Show.
2. Select any of the options.
Tap Show
Sort by
Enables you to sort expense items by date or
type.
Distance
Enables you to display Mileage entries in miles
or kilometers.
Show currency
Shows or hides the currency symbol in the
Expense list.
3. Tap OK.
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Transferring your data to Microsoft Excel
After you enter your expenses into the Expense application on your
handheld, Palm Desktop software enables you to view and print the
data with your computer.
Note: You need Microsoft Excel version 5.0 (or later) to view and
print your Expense data using one of the provided templates.
Microsoft Excel is not included with the Palm VII handheld
package. The procedures in this section also assume that you
have installed Palm Desktop software. See “Palm Desktop
organizer software” in Chapter 1 for more information.
Displaying the euro on your desktop computer
When you perform a HotSync operation, the euro symbol is
transferred to your Desktop application like any other piece of data on
your handheld. The symbol appears in your Desktop application,
however, only if you are using fonts that support the euro symbol.
These fonts are part of the operating system on your desktop
computer. They do not reside with your Desktop application, and
they are not produced by Palm, Inc.
Operating
System
Euro Support
Mac OS
Contained in Mac OS 8.5 or higher. For more
information, visit the following web site:
http://til.info.apple.com/techinfo.nsf/artnum/n22222
Windows 95
Download free font upgrades from the Web. For
more information, visit the following web site:
http://www.microsoft.com/windows/euro.asp
Windows 98
Includes all the necessary fonts and drivers.
Windows NT 4.0
Download free font upgrades from the Web. For
more information, visit the following web site:
http://www.microsoft.com/windows/euro.asp
Windows 2000
Chapter 4
Includes all the necessary fonts and drivers.
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Printing the euro
Even with operating system support, problems may arise while
printing documents that contain the euro. When a font is present on
both the printer and the computer, the printer font is used by default
to increase printing speed. If the printer font does not include the euro,
a box prints instead of the euro symbol.
You can work around this problem by sending a bitmap image
of the euro to the printer or by not using the printer's built-in fonts
(if allowed).
Creating or printing an expense report
You can use Palm Desktop software to view and print your Expense
data in a Microsoft Excel spreadsheet.
To create or print an expense report:
1. Perform a HotSync operation to transfer your latest Expense data
to your computer.
2. Click Expense in Palm Desktop software to open Microsoft Excel
and the Expense Report configuration dialog box.
Note:
If you launch Expense from the Start menu instead of
Palm Desktop software, you must first choose your
handheld user name.
3. Click the expense category that you want.
Click to select
Categories
Tip:
You can press Ctrl+click to select multiple categories. To
print the expenses associated with all of your Expense
categories, select All in the Categories group.
4. If you want to define an end date for the expense report, enter the
date in the End Date box.
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Note:
If you do not specify an end date, all expense entries for
the selected categories appear — up to the date of the last
HotSync operation.
5. Do one of the following:
Click Print to display the expense report in the Print Preview
window, and then click Print in the Microsoft Excel window to
print your expense report.
Click Create to display a Microsoft Excel spreadsheet containing your expense data. Your data appears in Microsoft Excel
spreadsheet form. You can enter information, make formatting
changes, and save and print the file in the normal manner.
Using expense report templates
Palm Desktop software includes several expense report templates.
When you use one of these templates, you can edit your expense data
in Microsoft Excel.
The templates have the extension .xlt and are stored in the template
folder in the Palm Desktop software directory on your computer. To
see what a template looks like before you use it, open the template in
Microsoft Excel. For example, the template Sample2.xlt looks like this:
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If you want to streamline or customize your expense reports, you can
change these templates. For example, you can add your company
name to a template. See Appendix C for information on changing
templates.
To view your expense data using a Microsoft Excel template:
1. Display your expense data in a Microsoft Excel spreadsheet as
described in the previous procedure.
2. Click Options.
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Using Your Basic Applications
Enter name and
other information
Choose expense
template
3. Enter name, department, and other information as necessary for
your expense report.
4. Click the Templates menu; then select an expense template.
Note:
If you want to create your own custom expense template
and have it appear in the Templates menu, see Appendix
C for more information.
5. Click OK.
Expense menus
Expense menus are shown here for your reference, and Expense
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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Preferences
■
About Expense
Page 120
Use automatic fill: Lets you select an expense
type by writing the first letter of an expense
type in the Graffiti writing area. For example,
if you write the letter “T,” it enters the “Taxi”
expense type. Writing “T” and then “E” enters
“Telephone” which is the first expense type
beginning with the letters “TE.”
Shows version information for Expense.
Using Your Basic Applications
Chapter 5
Web Clipping Applications
and the iMessenger® Application
Your handheld is a wireless device
Your Palm VII™ handheld is equipped with an internal transmitter
and an antenna. These components enable your handheld, like a
cellular phone, to use a radio frequency to transmit and receive
information over the airwaves.
You don’t need a modem or a wired connection to a computer to use
your handheld as a wireless device, but you must activate the
Palm.Net™ wireless communication service. See “Activating the
Palm.Net wireless communication service” in Chapter 1 for more
information.
After you activate the service, you have access to two wireless features
that enhance your ability to stay connected: web clipping and wireless
Internet messaging. This chapter describes those features and explains
how to use them.
Important: Whenever you use the wireless features of your
handheld, please observe the guidelines or prohibitions
on the use of wireless devices in your current location. For
example, when you are on an airplane, do not raise the
antenna or use the wireless features at times when the
Federal Aviation Administration (FAA) or airline
regulations prohibit the use of cellular phones. You can,
of course, use all other applications of your handheld in
accordance with airline regulations for electronic devices.
Web clipping applications
Web clipping is a fast and simple way to retrieve specific information
from the Internet. It is a simple process of query-and-response: You
submit a request for specific information from the Internet and tap a
button that transmits your request; within seconds, you receive a
response.
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Web clipping applications
Just as your web browser gives you access to many different web sites,
your handheld gives you access to many different “sites” for web
clipping — as many as you care to add and your handheld can store.
If you have already set up your handheld, you have some already.
These “sites” are called web clipping applications. They were created by
third-party developers, but you open them and use them just as you
would a basic Palm VII application like Address Book.
Web clipping applications give you access to a wide spectrum of
practical Internet information. Each web clipping application is
designed to let you query the Internet for a specific kind of
information.
For example, the web clipping applications available to you when you
set up your handheld and install Palm™ Desktop organizer software
give you access to the following kinds of information: traffic and
weather conditions; airline, hotel, and restaurant information;
locations of automatic teller machines; driving directions; stock
market data; movie listings; availability of tickets to local events;
business and general news; definitions, spelling, and synonyms of
words; and business and residential phone numbers, addresses, and
e-mail addresses.
Web clipping, not web browsing
It’s impractical to browse the Internet from a small handheld
computer and look at elaborate, animated, graphics-laden web pages
on a screen the size of your handheld’s. As a way to access Internet
information, web clipping offers you the following advantages:
■
Convenience: Because your handheld is a wireless device, you can
be walking down the street while accessing the Internet.
■
Focus: Web clipping applications focus on retrieving small pieces
of specific, up-to-date information.
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Web Clipping Applications and the iMessenger® Application
So when you’re near a desktop computer and have some time, you can
take advantage of the elaborate graphics, variety, and many choices
offered by a web site —
But when you’re in a car or on the street and need information fast, a
web clipping application on your handheld makes it easy to find the
specific information you need —
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Adding more web clipping applications
When you set up your handheld, you find that several web clipping
applications have been preloaded onto your handheld.
When you install Palm Desktop software on your computer, you can
select many more web clipping applications. Use the Install Tool to
transfer these to your handheld.
Still more web clipping applications are available on the web site
http://www.palm.net.
You add web clipping applications to your handheld just as you
would any other application. See “Installing add-on applications” in
Chapter 3 for details.
Wireless Internet messaging:
the iMessenger application
Using the iMessenger® application on your handheld, you can send
and receive short text messages.
Your handheld is part of the Palm.Net network. This network receives
and stores messages sent to you at your Palm.Net address, and it
delivers any message you send directly from your handheld to the
Internet e-mail address you specify.
When you activate the Palm.Net wireless communication service, you
acquire an address on the network — for example, [email protected]
Then, whenever you’re within coverage of the network, you can
communicate with anyone who has an Internet e-mail account.
Important: The iMessenger application is completely independent of
the Mail application. Mail does not use the transmitter or
the Palm.Net wireless communication service. See “The
iMessenger application differs from the Mail application”
later in this chapter for details. See Chapter 6 for
information about Mail.
The Palm.Net wireless communication service
The Palm.Net wireless communication service includes the following:
■
The network through which you access the Internet.
■
The web site on which you can track your usage of the service,
learn about the service and its features, and find new web clipping
applications to download.
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Web Clipping Applications and the iMessenger® Application
■
The Palm.Net web clipping application, in which you can also
track your usage of the service and learn about the service and its
features.
■
Customer Care. See the Getting Started guide for the support
e-mail addresses and phone numbers.
■
Convenient credit card billing.
The network
The Internet is often described as a “network of networks,” and the
Palm.Net network is just another network tied into the Internet.
The advantage of the Palm.Net network is that your handheld has a
wireless, over-the-air connection to it. So long as one of the radio
transmitter/receivers of the network can pick up the signal sent by
your handheld — referred to as being “within coverage” — you can
use web clipping applications and the iMessenger application.
Note: See the important notice at the beginning of this chapter about
observing regulations on the use of wireless devices on
airplanes and in other locations where their use may be
restricted.
Protection of your wireless transactions
Your handheld is equipped with next generation encryption
technology from Certicom. This encryption technology is used to
secure your credit card number when you activate the Palm.Net
service. It is also used by various web clipping applications to secure
the transmission of sensitive information such as messages and
passwords that are sent over the Palm.Net network. Data is protected
both when sent from your handheld over the network and when
coming in from the Internet directly to your handheld.
When a wireless transaction is secured, the command button that
initiates the transaction is marked not only by the over-the-air icon,
but also by the security icon.
The security icon indicates that
your transmission is encrypted
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Encryption makes your data unreadable by anyone but the intended
recipient. Encryption is done using elliptic curve cryptography, a
technology developed by Certicom and used in a wide variety of
consumer handheld devices and enterprise applications. For more
information about Certicom’s encryption technology, visit the
Certicom web site http://www.certicom.com.
It’s not unusual to experience a delay of a several seconds when a
wireless transaction is being encrypted.
In addition to the protection provided by the Palm.Net network,
individual web clipping applications may add another layer of
protection to their transactions. For example, a web clipping
application may require you to create and use a password to access
sensitive information (for example, your checking account).
See “Wireless preferences” in Chapter 8 for information about
preventing the transmission of your location and identification. See
“Security” in Chapter 3 for information about locking your handheld.
See “Making records private” in Chapter 4 for information about
hiding specific records.
The Palm.Net web site: http://www.palm.net
The Palm.Net web site is an important source of information about the
wireless features of your handheld and about your use of the wireless
communication service. The following features are available on the
web site:
■
Coverage maps: Review detailed maps that show where Palm.Net
coverage is available. You can also look up a ZIP code to see if an
area is within coverage. Go here if you want to report an area
where the signal strength is too weak to perform wireless
transactions.
■
My Account: Check the current status of your account, in both
summary and detailed (day-by-day) form. Go here to change your
account information and password.
Note:
■
Access to My Account is restricted to users who have an
account with the Palm.Net wireless communication
service. To access My Account, you must log in with the
username and password you created during activation.
iMessenger application support: Delete messages, designate a
forwarding address, and designate an address to which to send a
copy of all your outgoing messages.
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Web Clipping Applications and the iMessenger® Application
■
Support: Learn about Palm.Net services and wireless features, get
answers to frequently asked questions, and submit questions to
Palm.Net Customer Care.
■
Web Clipping Apps: Download the latest web clipping applications to
your desktop computer.
■
Web Resources: Order books about Palm OS® handhelds and sign up
for InSync Online, an e-mail service that distributes new web
clipping applications, tips about your handheld, and news about
Palm OS handheld compatible products. Use the links on this site
to visit hundreds of other sites related to Palm OS handhelds.
The Palm.Net web clipping application
The Palm.Net web clipping application is a condensed version of the
web site. If you have a question about the service or your use of it, the
web clipping application is the first place to go to find your answer.
To open the Palm.Net web clipping application:
■
Tap the Palm.Net web clipping application icon:
.
You can do the following in the web clipping application:
■
Check a summary of the current status of your account
■
Read Customer Support topics
■
Submit a question or comment to Customer Support
Improving signal strength
Radio signals can be blocked by many kinds of objects in the
environment. Trying to perform wireless transactions using a weak
signal requires more power from your batteries.
If you experience poor reception, often you can improve it simply by
moving five or ten feet in any direction away from the spot where
reception is poor. See “Wireless problems” in Appendix B for a list of
steps you can take to improve reception.
As you move around to improve reception, you can monitor the
increase or decrease in signal strength.
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To monitor signal strength in the Diagnostics application:
■
Tap the Diagnostics icon
.
More bars =
Stronger
signal
Both the bar graph and the number represent the signal strength:
■
The graph represents signal strength as a series of bars. The more
bars displayed, the stronger the signal.
■
The number represents signal strength as a percentage. The higher
the number, the stronger the signal.
You can also monitor signal strength from within web clipping
applications and the iMessenger application. A small version of the
same bar graph you see in the Diagnostics application appears
onscreen when you’re performing a wireless transaction.
In web clipping applications
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In the iMessenger application
Web Clipping Applications and the iMessenger® Application
Using web clipping applications
In general, web clipping is a simple process of query-and-response
that works like this:
■
You open the web clipping application that provides the
information you want. For example, you open a web clipping
application that reports the weather.
■
You submit a query that requests specific information. For
example, you ask what the weather forecast is for San Francisco.
■
You tap a button that sends your request to the Internet.
■
The web clipping application sends your request to the Internet
and returns, quickly, with a clipping that gives you only the
specific piece of information that you requested.
Opening web clipping applications
When you install web clipping applications, they appear by default in
the Palm.Net category of the Applications Launcher. The icons of web
clipping applications are easy to recognize: They all have a dark
diamond shape as their background and include the over-the-air icon:
Background of all web
clipping application icons
Feel free to explore all of your web clipping applications to find out
what kind of information they offer. Despite the presence of the overthe-air symbol in its icon, you can open any web clipping application
without incurring any cost.
To open a web clipping application:
1. Raise the antenna, located on the right side of your handheld.
135°
90°
Chapter 5
To ensure the best reception: If you
are holding the handheld in your
hand, raise the antenna to its
position at 135°, located at the
second click you feel as you raise
the antenna. If the handheld is on a
flat surface, raise the antenna to its
position at 90°.
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Raising the antenna automatically opens the Applications
Launcher to the Palm.Net category. When the transmitter successfully connects to the network, your handheld beeps.
2. Tap the web clipping application that queries the Internet for the
kind of information you want.
Tip:
You can set your handheld to open a specific application
whenever you raise the antenna. See “Buttons preferences” in
Chapter 8 for details.
Working with web clipping applications
Web clipping applications are designed so that you can use them as
you use any of the basic applications. The skills you learn in other
applications can be applied to working in web clipping applications.
Web clipping applications are similar to basic applications in the
following ways:
■
You tap to select an item or perform an action just as you do in
other applications on your handheld.
■
You use Graffiti® writing or the onscreen keyboard to enter text.
■
Elements of the interface that look familiar — edit lines, pick lists,
check boxes, scroll arrows, buttons, menus, etc. — behave in web
clipping applications as they behave in basic applications like
Address Book or Memo Pad.
■
In edit lines, you can select, cut, copy, and paste text as you do in
other applications on your handheld.
Sorted pick lists
In web clipping applications, pick lists of words sorted alphabetically
or numbers sorted in ascending order work in the same way that
Phone Lookup works: if you write the first letter of a word, the list
scrolls to the first entry that begins with that letter. If you write the first
two letters, the list scrolls to the entry that starts with those two letters;
and so on, until the letters you write identify a unique entry.
For example, when you select a state from an alphabetical list of states,
writing “m” causes the list to scroll to and select Maine. If you then
write “o,” the list selects Montana and enters it in the field.
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Actions that incur a cost
Tapping a command button or other object that displays the over-theair icon initiates a wireless transaction. Typically, you incur a cost
whenever you perform a wireless transaction. This cost takes the form
of either (1) a deduction from the kilobytes included in your monthly
plan or (2) if your monthly kilobytes have been used up, an additional
charge. Consult http://www.palm.net or the Palm.Net web clipping
application for details on billing.
Over-the-air icon
Simply reviewing the contents of a web clipping application does not
initiate a wireless transaction and costs nothing.
To submit a query to the Internet:
1. Raise the antenna.
2. Tap the icon of the web clipping application you want to open.
3. Follow the directions onscreen for specifying the information you
want from the Internet.
Some web clipping applications need you to identify a location
in order to give you useful information. For example, web clipping applications that report the weather or list movie theaters
need to know the location for which you want information.
Such web clipping applications may ask you to specify the ZIP
code of the location you’re interested in.
4. Tap the button or other object that displays the over-the-air icon to
submit your query to the Internet.
The response — your clipping— typically appears onscreen within
seconds.
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To stop a wireless transaction:
■
Tap the Stop icon.
Stop icon
Any data that is downloaded to your handheld before you tap the
Stop icon appears onscreen.
Important: You incur a cost for any data that is downloaded to your
handheld or sent to the Palm.Net server.
Reviewing current queries and clippings: Back arrow
Your handheld stores the queries and clippings of your current
session so that you can review them. Use the Back arrow to review the
pages you displayed since you opened the web clipping application.
To go back to a previously viewed page:
■
Tap the Back arrow
review.
in the web clipping application you want to
Note: You do not incur a cost when you review pages.
Back arrow
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Example of web clipping
This example takes you through the process of finding someone’s
phone number and address using the Yahoo!® People Search web
clipping application. This web clipping application is preloaded on
your handheld.
To find a phone number and an address:
1. Raise the antenna.
Raising the antenna automatically opens the Applications
Launcher to the Palm.Net category. If you moved the Yahoo!
People Search web clipping application, go to that category.
2. Tap the Yahoo! People Search icon.
3. Tap the First Name edit line and enter the first name of a person
whose address and phone number you want to find.
You can use Graffiti writing or the onscreen keyboard to enter
data.
4. Enter the last name of the person and the city where the person
lives.
5. Tap the State pick list and select the state where the person lives.
Tip:
Writing the first few letters of the state you want causes
the list to scroll to the first entry that begins with those
letters. For example, write “ca” to select and enter
California.
6. (Optional) If you want to find the address of the person, tap the
Show Addresses check box to select it.
7. Tap Search.
Tap here to submit your query
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Within seconds, your clipping appears. In this case, the web
clipping application found two items that satisfy your query.
How big was that clipping?
After you receive a clipping, you can find out the size of the clipping.
If you see two exclamation points (!!) in the title area, the clipping is
larger than 1,000 bytes.
To see the size of a clipping:
1. Tap the Menu icon
.
2. Tap Options, and then tap Info. The Info dialog box shows how
many bytes the clipping contains.
Reviewing stored clippings: History list
You can see a list of stored clippings in the History list and then select
the one you want to review. You can see clippings that pertain only to
the web clipping application that is open. When you open another
web clipping application, the History list changes to display only
clippings that you received in that web clipping application.
Note: You do not incur a cost when you review clippings in the
History list.
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To review the History list:
1. Open the web clipping application that has clippings you want to
review.
2. Tap the History pick list.
History pick list
3. Select the clipping you want to review.
Saving information from a web clipping application
You can copy the text in a clipping or a page of a web clipping
application and paste it into another application. For example, you can
copy an address you receive as a clipping from Yahoo! People Search
and paste the address into Address Book.
To save the text of a clipping or page:
1. Make sure the clipping or page you want to copy is onscreen.
You can use the Back arrow or the History list to display the
clipping or page you want.
2. Tap the Menu icon
.
3. Tap Edit, and then tap Copy Page.
4. Open one of the basic applications, such as Address Book or Memo
Pad.
5. Create a new record.
6. Tap the Menu icon.
7. Tap Edit, and then tap Paste.
Keep the following points in mind about the Copy Page command:
■
Copying always starts at the top of the current clipping or page,
regardless of what is displayed onscreen.
■
The Copy Page command copies only the first 4,000 bytes (4KB) of
data. If the clipping or page you copy contains more than 4KB of
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data, your handheld appends the word “truncated” to the end of
the pasted text.
■
The Copy Page command does not copy images or icons; table
structures; or text formatting such as bold, italics, and so on.
Sending e-mail from a page
If a web clipping application or clipping gives you the opportunity to
reply to an e-mail address, you can do so.
To send e-mail from a page:
1. Tap the address displayed in the page.
The iMessenger application opens. The To: field contains the
address to reply to.
2. Enter the text of your message.
3. Do one of the following:
Tap Put in Outbox to file the message in the Outbox. Your message is sent the next time you open the iMessenger application
and tap Check & Send.
Tap Cancel, and then tap Yes to save the message in the Draft
folder of the iMessenger application. Tap No to delete the
message.
Web clipping application menus
All web clipping applications have the same menus. Web clipping
application menus are shown here for your reference, and web
clipping application 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
About Web
Clipping
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Shows version information for the web clipping
technology that supports web clipping
applications.
Web Clipping Applications and the iMessenger® Application
Using the iMessenger application
In addition to the Mail application and infrared (IR) beaming,
which are explained in Chapter 6, your handheld offers you
another way to stay in communication with others: wireless
Internet messaging.
By activating the Palm.Net wireless communication service, you
acquire an address and mailbox on the Palm.Net network. You can
then use the iMessenger application to send and receive short text
messages. Whenever you’re within coverage of the network, you can
use the iMessenger application to be in contact with anyone who has
an Internet e-mail account.
In the iMessenger application, you can do the following:
■
Download messages waiting for you on the Palm.Net network.
■
Read, delete, reply to, and reroute incoming messages.
■
Create outgoing messages and drafts of messages.
■
Send messages to any Internet e-mail address directly from your
handheld.
The iMessenger application differs
from the Mail application
The iMessenger application is completely independent of the Mail
application. You use them differently, and they do not interact in any
way. You do not have to choose between Mail and the iMessenger
application, however. You can use both.
Icon of the iMessenger application
Icon of the Mail application
One convenient similarity between the iMessenger application and
Mail is this: skills you learn in one application you can easily transfer
to the tasks you do in the other. For example, writing text, looking up
addresses, viewing header information, saving drafts, and purging
deleted items are all done the same way in both applications.
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Mail depends on your computer
You use Mail to manage the e-mail that you receive in your desktop
computer’s E-Mail application. When you create e-mail items in Mail,
you cannot send them out directly from your handheld; rather, you
must first synchronize your handheld with your computer. At that
time, e-mail items you created in Mail are transferred to your desktop
E-Mail application and sent out through that application. Mail does
not use the transmitter or the Palm.Net wireless communication
service. See Chapter 6 for complete information about Mail.
The iMessenger application is independent of your computer
The iMessenger application is a wireless feature. By taking advantage
of the wireless capability of your handheld, the iMessenger
application enables you to send and receive messages even though
you may be miles away from any desktop computer. You work only
with your handheld to create, send, receive, and otherwise manage
messages. Synchronizing with your computer does not transfer
iMessenger messages to your desktop E-Mail application.
Opening the iMessenger application
1. Raise the antenna, located on the right side of your handheld.
135°
To ensure the best reception: If you
are holding the handheld in your
hand, raise the antenna to its
position at 135°, located at the
second click you feel as you raise
the antenna. If the handheld is on a
flat surface, raise the antenna to its
position at 90°.
90°
Raising the antenna automatically opens the Applications
Launcher to the Palm.Net category. When the transmitter successfully connects to the network, your handheld beeps.
2. Tap the iMessenger icon
Tip:
.
You can set your handheld to open the iMessenger application
directly whenever you raise the antenna. See “Buttons
preferences” in Chapter 8 for details.
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Checking for and viewing messages
The iMessenger list screen of the Inbox lists your downloaded
messages, who sent them, and optionally, the date they were received.
(See “Date column” later in this chapter.)
■
Unread messages have a dash ( — ) next to them.
■
Messages you’ve already read have a check mark ( ✔ ) next to
them.
■
Messages you create have a diamond (◆) next to them.
You can tap these symbols to open a menu of commands that you can
use in the current context.
4/6 = Four unread messages
out of a total of six
To check for new messages:
■
Tap Check & Send.
Tapping Check & Send accomplishes two actions:
■
Downloads messages that are waiting for you on the network
■
Sends out messages that are in the iMessenger Outbox
A Transaction Progress message box appears onscreen and tracks the
progress of the transaction.
The iMessenger application downloads no more than ten messages at
a time to your handheld. The Transaction Progress message box
notifies you if more messages are waiting for you on the network.
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To cancel a wireless transaction:
■
In the Transaction Progress message box, tap Cancel.
Any messages that were downloaded to your handheld before you
tapped Cancel appear in the Inbox.
Important: You incur a cost for the number of kilobytes you sent to
the server or downloaded before you tapped Cancel.
To view a log of the most recent wireless transaction:
1. Tap the Menu icon
.
2. Tap Options, and then tap Show Log.
To open a message:
■
In the iMessenger list screen, tap a message to open it.
Sender
Subject
Time and date sent
Recipient
Message body
To close a message:
■
Tap Done.
Opening and reading messages
A message is downloaded from the network in compressed
characters. When you open the message, the characters are converted
to an uncompressed, readable form.
The message arrives in segments, each comprising 500 readable
characters.
Note: You are charged for the number of bytes downloaded as
compressed characters, not by the number of readable
characters.
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Short messages and long messages
The following table outlines how incoming messages of various
lengths are treated:
If a message has x
readable characters
Then this happens:
500 or fewer characters
The entire message is downloaded.
<Message Complete> appears at the
end of the message.
500 - 50,000 characters
The first 500 characters are
downloaded. A message at the end tells
you how many readable characters are
left to be retrieved. You can download
as much of the rest of the message as
you want or ignore what’s left.
More than 50,000
characters
Palm.Net service returns the message to
the sender as undeliverable.
Marks the end of a message
Tap right arrow to view the
next message, left arrow for
the previous one
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Downloading the remainder of a long message
You download long messages in separate segments so that you can
choose how much of the message you want to read (and pay for).
To download more of a long message:
1. At the bottom of the screen, tap More.
Indicates there’s at least
one more screen to view
Tap here
The Retrieve More dialog box appears.
2. Do one of the following:
For a message with fewer than 500 characters left, tap Get Rest.
For a message with more than 500 characters left, a different
Retrieve More dialog box appears. Tap one of the following:
Get Next: Retrieves the next 500 characters of the message
Get Rest: Retrieves all the remaining text of the message
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The maximum amount you can download in one transaction is
6,000 characters. If you want to get the rest of a message that has
more than 6,000 characters left to download, you can download
only 6,000 characters at one time. The Retrieve More dialog box
looks like this:
Note: You don’t have to download all the segments of a long
message at one time. From the time you download the first 500
characters, you have a maximum of 30 days to download the
remainder of the message. Then it’s deleted from your mailbox
on the Palm.Net network.
Displaying header information
Complete header information includes the distribution lists and the
From:, Subj:, and Date: fields. By default, the iMessenger application
displays abbreviated header information, which comprises only the
From: and Subj: fields.
Abbreviated header icon
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To display complete header information:
1. Open a message.
2. Tap the complete header icon.
Complete header icon
Tip:
To redisplay the abbreviated header, tap the abbreviated
header icon.
The iMessenger application uses the header type you select for all
incoming messages.
Distribution lists of incoming messages
Distribution lists are the addresses in the To:, CC:, and BCC: fields of
an incoming message. A maximum of 300 of the first 500 characters of
a message is used to download the distribution lists. (A maximum of
100 characters is used to download the text in the Subj: field.)
If a distribution list must be truncated, an ellipsis (. . .) appears after
the last name. There is no way to retrieve the truncated part of the list.
Your address ([email protected] palm.net) always appears as the first address in
the distribution list you are part of. After your address is downloaded,
as much of the remaining information in the distribution lists is
downloaded, up to the maximum 300 characters, in the following
order: the To:, CC:, and BCC: fields.
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Attachments
The iMessenger application does not support attachments, with one
exception: If an attachment is a simple ASCII text file, the iMessenger
application appends the text of the file to the end of the message, so
you can read it as part of the body of the message.
Otherwise, when you open a message that was sent to you with any
other kind of attachment, a message notifies you that the attachment
cannot be downloaded. To prevent attachments from taking up space
in your Palm.Net mailbox, delete the message as soon as you can.
One way to retrieve attachments sent to you is to have all messages
delivered to your Palm.Net mailbox also delivered to your e-mail
address. See “Identifying a forwarding address” later in this chapter.
Creating messages
To create a message in the iMessenger application, you identify the
recipient(s) of the message, define a subject, and create the body of the
message.
Note: A new message in the iMessenger application does not have
CC: (copied) or BCC: (blind carbon copy) fields. You can,
however, add as many names to the To: field as you like.
You create original messages and replies in the New Message screen.
All messages must, at the very least, contain information in the To:
field.
To create a message:
1. Tap New.
Tap New
Tip:
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You can also create a message by tapping New from the
Message menu.
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2. Enter the e-mail address of the recipient.
You have two ways to enter the at sign (@):
Tap once in the Graffiti writing area to
activate Punctuation Shift. A dot appears
@
Then make this stroke
Or, tap “123” in the Graffiti
writing area. Then tap @ on
the numeric keyboard
When you enter more than one address in the To: field, separate
the addresses with commas or spaces, or enter each address on
its own line.
3. Tap the Subj: field and enter a subject for your message.
4. Tap the Body: field and enter the text of your message.
Tip:
If the address, subject, or body exceeds the capacity of the
screen display, tap the name of the field (for example, tap
“To:”) to expand that field. Tap the Done button to return
to the New Message screen.
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Tap the name of the field to open
Tap to return to New Message screen
To reply to a message:
1. Tap a message in the iMessenger list to display it onscreen.
2. Tap Reply.
3. Select whom you want to reply to: Sender only or Forward (for
someone who didn’t see the original message).
Note:
Although the iMessenger application does not have a
“reply to all” option, you can add as many names to the
To: field as you like.
4. Select whether you want to include original text and if so, whether
you want to insert comments within the original text.
If you decide to insert comments, each line of the original text is
marked with a >.
5. Tap OK.
6. Enter the text of your reply.
7. Tap Check & Send to send the message immediately. Tap Outbox
to place the reply in the Outbox.
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Looking up an address
To identify the recipient of a message, you need to enter that person’s
e-mail address. You can do this either by entering the data directly
into the field or by using the Look Up command to access the
information in your Address Book.
To look up an e-mail address:
1. Tap the To: field name to expand it.
2. Enter the first few letters of the last name of the person whose
address you want to find.
3. Tap Lookup.
4. If the letters you enter identify a unique listing from your Address
Book, your handheld completes the address for you. If not, the
Lookup dialog box appears and lists all records that contain
information in an E-mail field.
Tip:
You can also open the Look Up dialog box in the New
Message screen by tapping Lookup from the Options
menu or by using the Graffiti Command stroke /L.
Tap Lookup
5. Enter the first letter of the entry you want to find to scroll to the
first entry that begins with that letter. If you write an additional
letter, the list scrolls to the first entry that starts with those two
letters. For example, writing a “c” scrolls to “Carter,” and writing
“ch” scrolls to “Chu.”
6. Tap an address to select it.
7. Tap Add.
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Tap to select
Tap here to enter address in field
Rerouting replies to your messages
The From: field of your outgoing iMessenger messages contains your
@palm.net address. If you don’t want people who receive your
messages to reply to you at your @palm.net address, you can specify a
different address for recipients to use.
To reroute replies to your messages:
1. Tap the Menu icon
.
2. Tap Options, and then tap Preferences.
3. In the edit line for Reply To Address, enter the address where you
want to receive replies to your messages.
4. Tap OK.
When recipients reply to your message, their e-mail application
automatically uses the Reply To address that you specify.
Note: The iMessenger application uses this address for all wireless
Internet messages you subsequently send.
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Adding a signature to your message
Adding a signature to your message is a two-part process. First, you
create your signature. Then, every time you want to add your
signature to a message, you must tap Add Signature.
The signature for your wireless Internet messages can be different
from the signature you define in the Mail application.
To create a signature:
1. Tap the Menu icon
.
2. Tap Options, and then tap Preferences.
3. Tap Signature.
4. Enter the text of your signature.
5. Tap Done.
To add a signature to your message:
1. In the new message you’re creating, position the blinking cursor
where you want to insert your signature.
2. Tap the Menu icon
.
3. Tap Options, and then tap Add Signature.
Tip:
You can also add your signature to the message by using
the Graffiti Command stroke /Z.
The signature appears at the end of your message.
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Sending messages
You can send wireless Internet messages anytime the handheld
antenna is raised and you are located within coverage of the Palm.Net
wireless communication service.
To send messages:
■
Tap Check & Send.
Tapping Check & Send sends the current message and all messages in
the Outbox. This command also downloads messages that are waiting
for you on the network.
You can store messages in the Outbox and then send them at another
time. For example, you can create messages and store them until
you’re in a location that is within coverage of the wireless
communication service.
To store messages and send them later:
1. Create a message.
2. Tap Outbox.
The message is stored in the Outbox.
3. If you have more messages to write, repeat steps 1 and 2.
4. Tap Check & Send when you’re ready to send the messages
waiting in the Outbox.
To cancel a wireless transaction:
■
In the Transaction Progress message box, tap Cancel.
Important: You incur a cost for the number of kilobytes you sent to
the server or downloaded before you tapped Cancel.
You can check the log to see which messages were sent.
To view a log of the most recent wireless transaction:
1. Tap the Menu icon
.
2. Tap Options, and then tap Show Log.
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Editing an unsent message
You can make changes to a message that has not yet been sent. When
you edit a message, your handheld removes the message from the
Outbox folder and takes you back to the New Message screen, where
you can edit the message and resend it, save it as a draft, or delete it.
To edit an unsent message:
1. In the iMessenger list screen, tap Outbox from the pick list in the
upper-right corner.
Tap here to display folder list
2. In the Outbox folder, tap the message you want to view.
Tap here
to select
item
Tap to
edit item
3. Tap Edit.
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Draft messages
Sometimes you may not want to send a message immediately; for
example, you may want to add additional information before sending
it. Your handheld stores such messages in the Draft folder until you
are ready to edit them again.
Note: When you’re creating or editing a message, you can also save
the item as a draft by canceling it. When you cancel a message,
your handheld opens a dialog box asking if you want to save
the message. If you tap Yes, your handheld saves the message
in the Draft folder.
To save a message as a draft:
1. Create a message.
2. Tap the Menu icon
.
3. Tap Message, and then tap Save Draft.
Tip:
You can also save your message as a draft by using the
Graffiti Command stroke /D.
To edit a message saved as a draft:
1. In the iMessenger list screen, tap Draft from the pick list in the
upper-right corner.
2. Tap the draft you want to display.
Tap here to
select item
Tap to
edit item
3. Tap Edit and enter your changes.
4. Do one of the following:
Tap Cancel and then Yes to save the message again as a draft.
Tap Check & Send to send the message.
Tap Outbox to move the item to your Outbox folder.
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Filing a message
Your handheld can store any message you receive or create in the
Filed folder.
To file a message:
1. Open the message.
2. Tap the Menu icon
.
3. Tap Message, and then tap File.
To remove a message from the Filed folder:
1. In the iMessenger list screen, tap Filed from the pick list in the
upper-right corner.
2. Tap the message you want to view.
3. Tap Edit or Reply to modify the message.
Tip:
After you display and modify the message, you can send it
now, move it to the Outbox, save it as a draft, or leave it in the
Filed folder.
Deleting messages
Your handheld stores deleted messages in the Deleted folder until the
folder reaches its maximum storage capacity of 50 kilobytes. At that
point, messages in the Deleted folder are purged to make room for
newly deleted messages. The message in the Deleted folder with the
oldest date is purged first, then the one with the next oldest date, and
so on, until there’s enough space in the folder to hold the newly
deleted message.
See “Purging deleted messages” later in this chapter to learn how to
manage the size of the Deleted folder. See “Your Palm.Net mailbox”
later in this chapter to learn about the storage and deletion of
messages in your mailbox on the network.
To delete a message:
1. Open the message you want to delete.
2. Tap Delete.
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Removing a message from the Deleted folder
You can remove a message from the Deleted folder and work with it
again.
To remove a message from the Deleted folder:
1. In the iMessenger list screen, tap Deleted from the pick list in the
upper-right corner.
2. Tap the message you want to restore.
3. Tap Undelete.
The handheld moves the message to the folder from which you
deleted it and opens that folder.
Purging deleted messages
The Deleted folder has a maximum storage capacity of 50 kilobytes. To
prevent deleted messages from taking up storage space on your
handheld, purge the contents of your Deleted folder.
Note: You cannot restore messages after you purge them.
To purge the contents of the Deleted folder:
1. Tap the Menu icon
.
2. Tap Message, and then tap Purge Deleted.
3. Tap Yes.
Tip:
You can also purge deleted messages by using the Graffiti
Command stroke /E.
Options for the iMessenger list screen
You can manage the way the iMessenger list screen displays
information.
Folders
The iMessenger application provides folders for categorizing your
messages. The iMessenger list screen displays the messages that are in
the folder you select.
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To select a folder:
1. Tap the pick list in the upper-right corner to open the list of folders:
Inbox: Contains messages downloaded from the network.
Outbox: Contains messages for which you tapped Outbox when
you created them. Messages in the Outbox are sent out whenever you tap Check & Send.
Deleted: Contains messages you deleted. Purge these messages
to free space on your handheld.
Filed: Contains messages you want to store on the handheld.
Draft: Contains messages you created but are not yet ready to
send.
2. Select the folder you want to display.
Date column
The Date column is an optional part of the iMessenger list. By default,
the Date column option is set to display. Turn it off to increase the
amount of screen space available for the From: and Subj: fields.
Messages downloaded the same day on which they were sent display
the time that they were received. Messages downloaded on a day after
they were sent display the date they were received.
To show the Date column:
1. In the iMessenger list screen, tap the Menu icon
.
2. Tap Options, and then tap Preferences.
3. Tap the Show Date check box to select it.
4. Tap OK.
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Sorting the iMessenger list
You can sort messages by the date sent, by sender, or by subject.
To sort the iMessenger list:
1. In the iMessenger list screen, tap the Menu icon
.
2. Tap Options, and then tap Preferences.
3. Tap the Sort by pick list and select one of the following options:
Date: Sorts by date and displays the most recent message at the
top of the screen.
Sender: Sorts by sender’s user name and displays messages in
ascending alphabetical order, based on the first word of the
From: field.
Subject: Sorts by subject and displays messages in ascending alphabetical order, based on the first word of the Subj: field.
4. Tap OK.
Your Palm.Net mailbox
Your mailbox on the Palm.Net network has a storage capacity of up to
2 MB; that’s more than two million readable characters.
Attachments of messages in your mailbox take up storage space even
though most attachments cannot be downloaded to your handheld.
Messages that are larger than 50KB are not stored in your mailbox at
all because they cannot be delivered to your handheld; rather, they’re
returned to the sender as undeliverable.
A full mailbox
If your mailbox should run out of storage space, incoming messages
are returned to the sender as undeliverable. To make room quickly in
a full mailbox, you can delete blocks of messages. See “Deleting
messages from your mailbox” below.
Life span of a message on the network
After you download the complete text of a message, or part of a long
message, the message remains in your mailbox for 30 days. After 30
days, it is deleted from your mailbox.
Important: A message that you do not download to your handheld
remains in your mailbox for 60 days. After 60 days, it is
deleted from your mailbox.
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Identifying a forwarding address
You can have all messages that are delivered to your Palm.Net
mailbox also delivered to another address. Go to the web site
http://www.palm.net and follow the instructions onscreen for identifying a
forwarding address. This can be useful if you want to be able to
retrieve attachments that are sent to you.
Keeping a copy of messages you send
You can keep a copy of your outgoing iMessenger messages by
identifying an address to which to send a blind carbon copy of your
messages. Go to the Palm.Net web site and follow the instructions
onscreen for identifying a blind carbon copy address.
Deleting messages from your mailbox
You can delete blocks of messages directly from your Palm.Net
mailbox. Go to the Palm.Net web site and follow the instructions
onscreen. You can delete messages older than two weeks, older than
four weeks, or all messages in the mailbox. You cannot look at your
messages from the web site, and you cannot delete individual
messages.
The iMessenger application
and HotSync operations
The iMessenger application is independent of Palm Desktop software,
with this exception: when you synchronize your handheld with Palm
Desktop software, the following information is stored on your
computer:
■
Your iMessenger application preferences
■
A record of what is currently in the iMessenger application,
including the last message you downloaded from the network
This information becomes useful if you do a hard reset of your
handheld. A hard reset erases all data on your handheld, including
messages in the iMessenger application.
Important: Synchronize immediately after you do a hard reset in order to
restore the record of what messages were on your handheld
before the hard reset. Then the next time you use the Check
& Send command, only messages you have not read yet
are downloaded from the network.
See “Performing a hard reset” in Appendix A for more information.
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Web Clipping Applications and the iMessenger® Application
To enable synchronization of the iMessenger application with a
Macintosh computer, Macintosh users need a special version of Palm
Desktop software. Go to the web site http://www.palm.net for information
about this software.
iMessenger menus
iMessenger menus are shown here for your reference, and features
that are not explained elsewhere in this book are described here.
See “Using menus” in Chapter 1 for information about choosing menu
commands.
Pop-up menus
In the iMessenger list screen, tap the icon (a dash, check mark, or
diamond) at the left to open a menu of commands that you can use in
the current context.
Tap to open
pop-up
menu
Message menus
The Message menu varies depending on whether you are viewing a
message, creating a message, or viewing the iMessenger list.
iMessenger list
New Message
View Message
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Options menus
The Options menu varies depending on whether you are viewing a
message, creating, or viewing the iMessenger list.
iMessenger list
New Message
View Message
About
iMessenger
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Shows version information for the iMessenger
application.
Web Clipping Applications and the iMessenger® Application
Chapter 6
Managing Desktop E-Mail
and Beaming Information
In addition to web clipping and wireless Internet messaging, your
Palm VII™ handheld offers features to help you stay connected:
■
Managing desktop E-Mail: Using your handheld, you can read, reply
to, compose, and delete e-mail from your desktop E-Mail
application while you’re away from your desk.
Note:
■
The Mail feature is completely independent of the
iMessenger® application for wireless Internet messaging.
Mail does not use the transmitter or the wireless
communication service. See “The iMessenger application
differs from the Mail application” in Chapter 5 for details.
IR beaming: The infrared port located at the top of your handheld
lets you send data from your handheld — including entire
applications — to any other Palm OS® handheld that’s close by
and also equipped with an IR port.
Managing desktop E-Mail
away from your desk
Mail lets you manage the e-mail that you send and receive
through the E-Mail application on your desktop computer. You
can read, reply to, compose, and delete e-mail on your
handheld; but to send or receive e-mail, you must perform a HotSync®
operation either directly or indirectly. Direct methods include placing
your handheld in the cradle attached to your computer, or using
infrared communications. Indirect methods include using a modem,
or using network HotSync technology.
Mail truly synchronizes the Inbox in your desktop E-Mail application
with the mail on your handheld. For example, if you delete e-mail
items from Mail, your next HotSync operation also deletes the e-mail
items from your desktop E-Mail application, so you never have to
delete e-mail items twice. Similarly, if you read an e-mail item on your
handheld and leave it in your Inbox, your next HotSync operation
marks it as read in your desktop E-Mail application.
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In Mail, you can do the following:
■
View, delete, file, and reply to incoming mail.
■
Create outgoing e-mail items and drafts of e-mail items.
■
Create simple or complex filters, which allow you to decide the
type of e-mail that your handheld retrieves from your desktop
E-mail application.
■
Use your handheld in its cradle to send and retrieve e-mail items
from your desktop E-Mail application.
Setting up Mail on the desktop
Before you use Mail for the first time, make sure your desktop E-Mail
application is up and running. You must also set up Palm™ Desktop
organizer software for use with your desktop E-Mail application.
Your handheld supports a number of desktop E-Mail applications,
such as Microsoft Exchange (version 4.0 or higher), Microsoft
Windows Messaging 4.0, Microsoft Outlook, Microsoft Outlook
Express, QUALCOMM Eudora (version 3.0.3 or higher), and Lotus
cc:Mail (versions 2.5, 6.0, and 7.0). You can see the full list of the
supported applications when you set up Mail.
If your desktop E-Mail application does not appear on the list, you
may still be able to manage your desktop E-Mail application from
your handheld by means of special connection software, called a
conduit, that lets you synchronize your desktop E-Mail application
and your handheld. Contact the vendor of your E-Mail application for
more information.
Note: The following instructions assume that you have already
installed Palm Desktop software on your computer and that
you did not set up Mail during the installation. If you have not
yet installed the Palm Desktop software, the installation
procedure prompts you to set up Mail as part of the Palm
Desktop software installation.
To set up Mail:
1. Click Start in the Windows taskbar.
2. Highlight Programs, highlight Palm Desktop software, and then
click Mail Setup to begin setup.
3. Follow the instructions onscreen to set up your handheld for use
with your desktop E-Mail application.
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To select HotSync options:
 in the Windows system tray (bottom1. Click the HotSync icon
right corner of the taskbar).
2. Choose Custom.
Tip:
You can also choose Custom from the HotSync menu in
Palm Desktop software.
3. Select Mail in the list box.
4. Click Change.
5. Click one of the following settings:
Synchronize the files: Synchronizes the mail on your handheld and
your desktop E-Mail application.
Desktop overwrites handheld: Replaces the mail on your handheld
with the mail in your desktop E-Mail application. You should
use this option only if, for some reason, the two inboxes get out
of sync. This setting applies for only one HotSync operation and
then reverts back to the default setting.
Do Nothing: Turns off communication between your handheld
and desktop E-Mail application. This setting applies for only
one HotSync operation and then reverts back to the default setting.
Note: Changing the HotSync setting from the default affects only the
next HotSync operation. Thereafter, the HotSync Action
reverts to the default setting.
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To change your Mail setup options:
1. Click the HotSync icon
in the Windows system tray.
2. Choose Custom.
Tip:
You can also choose Custom from the HotSync menu in
Palm Desktop software.
3. Select Mail in the list box.
4. Click Change.
5. Modify your settings as needed.
6. Click OK.
Synchronizing Mail with your E-Mail application
After you enable and configure Mail, you need to perform a HotSync
operation to synchronize Mail with your desktop E-Mail application.
For a complete explanation of HotSync technology, see Chapter 7.
Opening the Mail application on your handheld
To open Mail:
1. Tap the Applications icon
2. Tap the Mail icon
.
.
Viewing e-mail items
The Message list displays a list of your incoming e-mail items, who
sent them, and the date they were received. E-mail items you’ve read
have a check next to them. High-priority e-mail items appear in bold.
Previously read
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Managing Desktop E-Mail and Beaming Information
To open an e-mail item:
■
Tap an e-mail item to open it.
Header mode icons
Recipient
Subject
Sender
Time and date sent
E-mail body
To close an e-mail item:
■
Tap Done to close the e-mail item.
Displaying full header information
By default, Mail displays abbreviated header information, which
comprises only the From: and Subj: fields. The full header provides
complete information about the sender, receiver, and copied
recipients, in addition to the subject and date the e-mail item was
created. Mail uses the header type you select for all your e-mail items.
To display full header information:
1. Open an e-mail item.
2. Tap the complete header icon.
Tip:
To redisplay the abbreviated header, tap the abbreviated
header icon.
Creating e-mail items
You create e-mail items with your handheld the same way you create
e-mail with your desktop E-mail application: you identify the
recipient(s) of the e-mail item, define a subject, and create the body of
the e-mail item.
You create original e-mail items and replies in the New Message
screen. All e-mail items must, at the very least, contain information in
the To: field.
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To create an e-mail item:
1. Tap New.
Tap New
Tip:
You can also create an e-mail item by tapping New from
the Message menu.
2. Enter the e-mail address of the recipient.
Tip:
Enter the address as if you were entering it from your
desktop E-Mail application. For example, network users
sending an e-mail item to a user on the same network do
not need to add Internet information, such as
@mycorp.com. When you enter more than one address in
the To: field, separate the addresses with commas or
spaces, or enter each address on its own line.
3. To send a copy of this e-mail item to additional recipients, tap the
CC: field, and then enter the e-mail addresses of the additional
recipients, separating the addresses with a comma followed by a
space.
4. Tap the Subj: field and enter a subject for your e-mail item.
5. Tap the Body: field and enter the text of your e-mail item.
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Tip:
If the address, CC, subject, or body exceeds the capacity
of the screen display, tap the name of the field (for
example, tap “To:”) to expand that field. Tap the Done
button to return to the New Message screen.
Tap the name of the field to open
Tap to return to New Message screen
To reply to an e-mail item:
1. Tap an e-mail item in the Message list to display it onscreen.
2. Tap Reply.
3. Select whom you want to receive the reply: Sender only, All
recipients, or someone who didn’t see the original e-mail item
(Forward).
4. Select whether you want to include original text or comment
original text.
5. Tap OK.
6. Enter the text of your reply.
Tip:
You have several options including setting the priority.
See “Adding details to e-mail items” later in this chapter.
7. Tap Send to place your reply in the Outbox.
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Looking up an address
To identify the recipient of an e-mail item, you need to enter that
person’s e-mail address. You can do this either by entering the data
directly into the field or by using the Look Up command to access the
information in your Address Book.
To look up an e-mail address:
1. Tap either the To: or CC: field name to expand it.
2. Enter the first few letters of the last name of the person whose
address you want to find.
3. Tap Lookup.
4. If the letters you enter identify a unique listing from your Address
Book, your handheld completes the address for you. If not, the
Lookup dialog box appears and lists all records that contain
information in an E-mail field.
Tip:
You can also open the Look Up dialog box in the New
Message screen by tapping Lookup from the Options
menu or by using the Graffiti® Command stroke /L.
Tap Lookup
5. Enter the first letter of the entry you want to find to scroll to the
first entry that begins with that letter. If you write an additional
letter, the list scrolls to the first entry that starts with those two
letters. For example, writing a “c” scrolls to “Carter,” and writing
“ch” scrolls to “Chu.”
6. Tap an address to select it.
7. Tap Add.
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Tap to select
Tap here to enter address in field
Adding details to e-mail items
Before you send your e-mail item, you can attach additional attributes
to it, such as a signature or a priority level. These features are
dependent on the desktop E-Mail application you use. If your
application does not support the attribute you select, your handheld
cannot attach that attribute to the e-mail item.
The following details are available:
Priority
Flags an e-mail item as High, Normal, or Low
priority.
BCC
Creates a blind carbon copy field in the New
Message screen.
Signature
Attaches previously defined text as the closing of an
e-mail item. See “Adding a signature to your e-mail
item” later in this chapter.
Confirm
Read
Requests a confirmation telling you when the
e-mail item was read.
Confirm
Delivery
Requests a confirmation telling you when the
e-mail item was delivered.
Note: The Priority and BCC settings are valid only for the current
e-mail item and must be set for each item you create.
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Setting a priority
To set a priority for your e-mail item:
1. In the New Message screen, tap Details.
Tap here
2. Tap the Priority pick list and select the priority you want.
Tap here
Tap to select priority
3. Tap OK.
Tip:
Your handheld can flag e-mail items with a specific priority
only if your desktop E-Mail application supports this feature.
Sending a blind carbon copy
To add a BCC field to your e-mail item:
1. In the New Message screen, tap Details.
2. Tap the BCC check box to select it.
3. Tap OK.
4. Tap the BCC: field and enter an address.
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BCC field
Adding a signature to your e-mail item
A signature consists of information about yourself that is appended to
your e-mail item as its closing. For example, a signature can contain
your name, address, phone and fax numbers, and any other text you
want to include. By defining such information as a signature, you save
yourself the trouble of having to enter it every time you create an
e-mail item.
Adding a signature to your message is a two-part process. First, you
create your signature. Then you select the Signature option.
To create a signature:
1. Tap the Menu icon
.
2. Tap Options, and then tap Preferences.
3. Tap the Signature text field and enter the text of your signature.
Add signature
text here
4. Tap OK.
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To add a signature to your e-mail item:
1. In the New Message screen, tap Details.
2. Tap the Signature check box to select it and add your signature to
the e-mail item.
Note:
The check box stays selected, so all subsequent e-mail
items you create will also contain your signature until you
deselect the Signature option.
3. Tap OK.
Note: The signature does not display in your e-mail item; only your
recipient sees the signature.
Requesting confirmations
To receive a confirmation when your e-mail item is read:
1. In the New Message screen, tap Details.
2. Tap the Confirm Read check box to select it.
3. Tap OK.
To receive a confirmation when your e-mail item is delivered:
1. In the New Message screen, tap Details.
2. Select the Confirm Delivery check box to select it.
3. Tap OK.
You won’t receive a confirmation unless the e-mail application to
which you send mail also supports this feature.
Storing e-mail to be sent later
When you send e-mail from your handheld, it actually stores the
e-mail in the Outbox folder until the next time you synchronize your
handheld with your computer. During synchronization, all e-mail
stored in the Outbox folder is transferred to the Outbox folder in your
desktop E-Mail application. E-mail created on your handheld is sent
out the next time you send mail from your desktop E-Mail application.
To send e-mail:
■
After you create an e-mail item, tap Send.
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Editing unsent e-mail
You can make changes to an e-mail that has not yet been sent, as long
as you have not yet performed a HotSync operation. When you edit an
e-mail item, your handheld removes the item from the Outbox folder
and takes you back to the New Message screen, where you can edit the
item and resend it, save it as a draft, or delete it.
To edit an e-mail item:
1. In the Message list, tap Outbox from the pick list in the upper-right
corner.
Tap here to display folder
2. Tap the e-mail item you want to edit.
Tap here
to select
item
Tap to
edit item
3. Tap Edit.
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Draft e-mail
Sometimes you may not want to send an e-mail item immediately; for
example, you may want to add additional information before sending
it. Your handheld stores such e-mail items in the Draft folder until you
are ready to edit them again.
Note: When you’re creating or editing an e-mail item, you can also
save the item as a draft by canceling it. When you cancel an
item, your handheld opens a dialog asking if you want to save
the e-mail item. If you tap Yes, your handheld saves the item
in the Draft folder.
To save an e-mail item as a draft:
1. Create an e-mail item.
2. Tap the Menu icon
.
3. Tap Message, and then tap Save Draft.
To edit an e-mail item saved as a draft:
1. In the Message list, tap Draft from the pick list in the upper-right
corner.
2. Tap the draft you want to display.
Tap here
to select
item
Tap to
edit item
3. Tap Edit.
4. Enter your changes; then either save the e-mail item again as a
draft, or tap Send to move the item to your Outbox folder.
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Filing e-mail
Your handheld can store e-mail you receive or create in the Filed
folder. The contents of this folder do not automatically synchronize
with your desktop E-Mail application during a HotSync operation.
Your handheld, however, stores a backup copy of the Filed folder on
your computer hard disk.
To file e-mail:
1. Open an e-mail item.
2. Tap the Menu icon
.
3. Tap Message, and then tap File.
4. Tap No to save the e-mail item and move it to the Filed folder, or
tap Yes to file the item and keep a copy in the Inbox.
To remove e-mail from the Filed folder:
1. In the Message list, tap Filed from the pick list in the upper-right
corner.
2. Tap the e-mail item you want to restore.
3. Tap Edit or Reply to modify the item.
Tip:
After you display and modify the e-mail item, you can send it,
save it as a draft, or return it to the Filed folder.
Deleting e-mail
Your handheld stores deleted e-mail in the Deleted folder until you
perform the next HotSync operation. If you delete an e-mail item from
the handheld, it is also deleted from your desktop E-Mail application
when you perform the next HotSync operation.
To delete e-mail:
1. Open the e-mail item you want to delete.
2. Tap Delete.
3. If you selected the Preferences option to confirm deletion, tap Yes.
Removing e-mail from the Deleted folder
You can reverse the deletion of an e-mail item (by removing it from the
Deleted folder) as long as you have not performed a HotSync
operation or purged the contents of the Deleted folder.
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To remove an e-mail item you received from the Deleted folder:
1. In the Message list, tap Deleted from the pick list in the upper-right
corner.
2. Tap the e-mail item you want to restore.
3. Tap Undelete to move the selected item to the Inbox and mark it as
read.
To remove an e-mail item you created from the Deleted folder:
1. In the Message list, tap Deleted from the pick list in the upper-right
corner.
2. Tap the e-mail item you want to restore.
3. Tap Edit to display and modify the item.
Note: After you display and modify the e-mail item, you can send it
or save it as a draft.
Purging deleted e-mail
Because your handheld stores deleted e-mail in the Deleted folder
until you perform a HotSync operation, deleted e-mail can
monopolize storage space. To avoid or correct this problem, purge the
contents of your Deleted folder. E-mail that you purge is still deleted
from your desktop E-Mail application when you perform the next
HotSync operation.
To purge the contents of the Deleted folder:
1. Tap the Menu icon
.
2. Tap Message, and then tap Purge Deleted.
3. Tap Yes.
Note: You cannot restore e-mail items after you purge them.
Message list options
Message list options enable you to manage the way the Message list
displays information.
Folders
Your handheld provides folders for categorizing your mail. The
Message list displays the e-mail items in the folder you select.
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Managing Desktop E-Mail and Beaming Information
To select a folder:
1. Tap the pick list in the upper-right corner to open the list of folders:
Inbox: Contains the e-mail from your desktop E-Mail application
Inbox, minus any that you have excluded using filtering options. See “Creating special filters” later in this chapter.
Outbox: Contains the e-mail you created and sent on the handheld since the last HotSync operation.
Deleted: Contains the e-mail you deleted since the last HotSync
operation.
Filed: Contains the e-mail you want to store on the handheld.
Draft: Contains the e-mail you created using the handheld but
are not yet ready to send.
2. Select the folder you want to display in the Message list screen.
Date column
The Date column is optional in the Message list. By default, the Date
column is hidden to increase the available screen space.
To show the Date column:
1. In the Message list, tap Show.
Tap
Show
2. Tap the Show Date check box to select it.
3. Tap OK.
Sorting the Message list
You can sort e-mail items by the date sent, by sender, or by subject.
Note: High-priority e-mail items always appear first, no matter how
you sort the list.
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To sort the Message list:
1. In the Message list, tap Show.
2. Tap the Sort by pick list and select one of the following options:
Date: Sorts e-mail by date and displays the most recent e-mail
item at the top of the screen.
Sender: Sorts e-mail by sender’s user name and displays items in
ascending alphabetical order, based on the first word of the
From: field.
Subject: Sorts e-mail by subject and displays items in ascending
alphabetical order, based on the first word of the Subj: field.
3. Tap OK.
HotSync options
HotSync options enable you to manage your e-mail more effectively
by selecting which e-mail items download when you synchronize
your computer and your handheld. You can define different settings
for local and remote synchronization. For example, you may want to
download all of your e-mail during local synchronization and only
urgent e-mail during remote synchronization. Once defined, your
handheld determines if synchronization is occurring locally or
remotely and uses the appropriate settings for the HotSync operation.
To open the HotSync Options dialog box:
1. Tap the Menu icon
.
2. Tap Options, and then tap HotSync Options.
3. Tap the Settings for pick list and select Local HotSync or Remote
HotSync.
Tap here
to display
HotSync
options
Note:
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For more information about Local and Remote HotSync
operations, see Chapter 7.
Managing Desktop E-Mail and Beaming Information
4. Tap the filtering option you want to apply:
All: During synchronization, all e-mail items in your desktop EMail Inbox synchronize with your handheld, and all e-mail
items in your handheld Outbox are sent to your desktop E-Mail
application.
Send only: During synchronization, only the e-mail items in your
handheld Outbox are sent to your desktop E-Mail application;
from there, they are sent to their destinations.
Filter: During synchronization, all e-mail items in your handheld Outbox are sent to your desktop E-Mail application, and
items in your desktop E-Mail Inbox that meet specific criteria
download to your handheld. When you select the Filter setting,
the HotSync Options dialog box opens and displays additional
filter settings. See “Creating special filters” later in this chapter.
Unread: During synchronization, only unread e-mail items
download to your handheld from your desktop E-Mail Inbox,
and all items in your handheld Outbox are sent to your desktop
E-Mail application.
Note:
The All setting does not mean that all information
included in each e-mail item downloads to your
handheld. Truncation settings (explained in a following
section) for long e-mail items still apply. Also, Mail never
downloads any attachments to your handheld. The e-mail
item and any text information appear, but the attachment
is left in your desktop E-Mail application.
5. If you selected All, Send only, or Unread, tap OK. If you selected
Filter, continue to the next section.
Creating special filters
You can create special filters to control the type of e-mail items that
download to your handheld during synchronization. Special filters
work on the premise of ignoring or retrieving items that contain
specific information in their header fields.
To create a special filter, you must decide whether you want to ignore
or retrieve certain e-mail items. Then, based on that decision, you
must tell your handheld what it needs to look for in the To:, From:, and
Subj: fields to single out those e-mail items.
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To access the special filter settings:
■
Tap the Filter box in the HotSync Options dialog box.
Tap here
to display
Filter
options
Ignoring or receiving e-mail
The first step in establishing a special filter is to determine if you want
to ignore or retrieve e-mail that matches the information you specify.
To define whether to ignore or receive e-mail:
■
Tap the pick list in the center of the HotSync Options dialog box
and select one of the following settings:
Tap here
Select Filter option
Ignore Messages Containing: Tells your handheld to exclude the e-mail
items that meet the criteria you define and download all other e-mail
items during synchronization. In general, this filter downloads
more e-mail during synchronization because it blocks only one
defined subset of e-mail.
Retrieve Only Msgs Containing: Tells your handheld to include only the
e-mail items that meet the criteria you define and to ignore all other
e-mail items during synchronization. This filter has the potential to
block more e-mail during synchronization because it downloads
only one subset of e-mail.
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Defining filter strings
E-mail items are filtered based on the information contained in their
To:, From:, and Subj: fields. The information that defines what your
handheld is looking for is called a filter string. You create a filter string
by listing the words you want your handheld to find and separating
them with either a comma or a space. Each word in the filter string is
joined by an implicit OR, so you do not need to enter logical
connectors like AND or OR.
To create a more complex filter, you can define filter strings for the To:,
From:, and Subj: fields simultaneously. Your handheld joins the filter
strings for these fields using an implicit AND; once again, you do not
need to add the logical connector. Your handheld does that for you.
For example, suppose you want to receive only e-mail items from John
Smith ([email protected]) or Jack Jones ([email protected]) concerning the
Apollo Project. You would create the following filter strings:
In the To: field: [email protected], [email protected]
In the Subj: field: Apollo Project
Your handheld interprets this as, “Accept e-mail items about the
Apollo Project from John Smith or Jack Jones. Do not accept e-mail
items from other people. Do not accept e-mail items from John or Jack
about any other subject.”
When you define a string, note that your handheld searches for any
instance of that character sequence. For example, if you create a filter
that retrieves only e-mail items containing the string “info,” your
handheld finds “info,” “rainforest” and “kinfolk” as matches.
To define a filter string:
1. Tap a header field in the HotSync Options dialog box.
Tap here
to insert
cursor
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2. Enter your filter string with commas or spaces between the words.
Do not add connectors, such as AND or OR, in a string.
3. If your string exceeds the length of the field, tap the name of the
field to display the Notes screen for that header field. For more
information about header field Notes screens, see “Creating e-mail
items” earlier in this chapter.
Enter
filter data
Tap here
Tap Done
to return
to HotSync
Options
4. Tap Done to return to the HotSync Options dialog box.
5. Tap OK.
High-priority e-mail
The Retrieve All High Priority setting lets you retrieve e-mail items
marked high-priority, even if those items would have been blocked by
a defined filter.
To retrieve high-priority e-mail items:
1. Tap the Filter box in the HotSync Options dialog box.
2. Tap the Retrieve All High Priority check box to select it.
Tap
check
box
3. Tap OK.
Note: This setting is applicable only if your E-Mail application has
the capacity to flag high-priority e-mail items.
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Truncating e-mail items
The Truncate feature lets you set a point at which long e-mail items
truncate when downloading to your handheld. By default, this
Truncate value is 4,000 characters. By truncating long messages, you
reduce the time it takes to synchronize your desktop E-Mail and Mail,
as well as the amount of storage space e-mail uses on your handheld.
Note: Truncation is separate and independent from filtering.
To truncate e-mail items:
1. Tap Truncate in the HotSync Options dialog box.
Tap to
select
maximum
length
Tap
Truncate
2. Tap to select the truncation setting you want.
Tip:
If you select the maximum setting, messages can be 8,000
characters; longer messages are truncated. If you select a
lower value, you’ll have more room for e-mail items.
3. Tap OK.
Mail menus
Mail menus are shown here for your reference, and Mail features that
are not explained elsewhere in this book are described here.
See “Using menus” in Chapter 1 for information about choosing menu
commands.
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Message menus
The Message menu varies depending on whether you are viewing an
e-mail item, creating an e-mail item, or viewing the Message list.
Message list
New Message
View Message
Options menus
The Options menu varies depending on whether you are creating or
editing an e-mail item.
Message list
New Message
View Message
About Mail
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Shows version information for Mail.
Managing Desktop E-Mail and Beaming Information
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, or Memo Pad
■
All records in the category currently displayed in Address Book,
To Do List, 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
Note: You can also perform HotSync operations using the IR port.
See “IR HotSync operations” in Chapter 7 for more details.
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
4. When the Beam Status dialog box appears, point the IR port
directly at the IR port of the receiving handheld.
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Tip:
For best results, Palm VII handhelds should be between 10
centimeters (approximately 4 inches) and 1 meter
(approximately 39 inches) apart, and the path between the two
devices 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. Tap the application you want to transfer.
Note:
Some applications are copy-protected and cannot be
beamed. These are listed with a lock icon next to them.
5. Tap Beam.
6. When the Beam Status dialog box appears, point the IR port
directly at the IR port of the receiving handheld.
7. 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 device
to open the Beam dialog box.
3. If you’re receiving Address Book, To Do List, or Memo Pad
information, select a category for the incoming information, create
a new category, or leave the information unfiled.
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4. Tap Yes.
Tips on beaming information
■
You can press the Address Book application button
two seconds to beam your business card.
■
You can set the full-screen pen stroke to beam the current entry.
See “Pen preferences” in Chapter 8 for more information.
■
You can draw the Graffiti Command stroke to activate the
Command toolbar, and then tap the Beam icon.
■
You can use the Graffiti Command stroke /B to beam the current
entry.
Chapter 6
for about
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Managing Desktop E-Mail and Beaming Information
Chapter 7
Advanced HotSync® Operations
HotSync® technology enables you to synchronize data between one or
more Palm OS® handhelds and Palm™ Desktop organizer software or
another PIM such as Microsoft Outlook. To synchronize data, you
must connect your Palm VII™ handheld and Palm Desktop software.
You can synchronize your data either directly or indirectly. Direct
methods include placing your handheld in the cradle attached to your
computer, or using infrared communications. Indirect methods
include using a modem, or using network HotSync technology.
This chapter describes how to select HotSync options and perform a
HotSync operation via infrared communications, a modem, or a
network. See “Exchanging and updating data: HotSync operations” in
Chapter 4 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:
1. Click the HotSync 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.
Available only when Palm Desktop software is running: Starts HotSync
Manager and monitors requests automatically when you open
Palm Desktop software.
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. Click the Local tab to display the settings for the connection
between your computer and the handheld cradle, and adjust the
following options as needed.
Serial Port: Identifies the port that HotSync Manager uses to
communicate with the cradle. The Palm Desktop installation
software automatically detects the port to which you connected
the cradle. If necessary, you can change the port selection.
Note: Your handheld cannot share this port with an internal
modem or other device. See “Palm VII components” in
Chapter 1 if you have trouble identifying the serial port.
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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
modem” later in this chapter for more information.
6. If you are attached to a network, click the Network tab to display
the network settings and adjust the options as needed. See
“Conducting a HotSync operation via a network” later in this
chapter for more information.
7. Click OK.
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,
Memo Pad, and Expense, 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:
1. Click the HotSync icon
in the Windows system tray (bottomright corner of the taskbar).
Tip:
You can also click the HotSync command on the Palm
Desktop software menu bar.
2. From the HotSync Manager menu, choose Custom.
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3. Select the appropriate user name from the list.
4. Select an application in the Conduit list.
5. Click Change.
6. Select the direction in which you want to write data, or click Do
Nothing to skip data transfer for an application.
Note:
Changing the HotSync setting from the default affects
only the next HotSync operation. Thereafter, the HotSync
Actions revert to their default settings. To use a new
setting on an ongoing basis, select the Set As Default box.
Thereafter, whatever you selected as the default setting is
used when you click the Default button in the Custom
dialog.
7. Click OK.
8. Repeat steps 4 through 7 to change conduit settings for other
applications.
9. Click Done to activate your settings.
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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 cell 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. 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:
■
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.
Desktop computers are likely to 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 also have an
installed infrared driver.
Check your computer’s documentation to learn if the computer
supports infrared communication. If your computer is a Macintosh
G3, or uses Microsoft Windows 98 or Windows 2000, infrared
communication is built into the operating system. Some versions of
the Macintosh iMac also have built-in infrared communication.
The following procedure explains how to find out if your Windows 95
computer has an infrared driver installed.
To check if your Windows 95 computer supports infrared communication:
1. In the Windows taskbar, click Start.
2. Choose Settings, and then choose Control Panel.
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3. In the Control Panel, look for the Infrared icon.
If the icon is there, your computer is enabled for infrared
communication. If it isn’t there, you need to install an infrared driver.
Note: 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.
To install a Windows 95 infrared driver:
1. Click the HotSync Manager icon
in the Windows system tray
and choose Setup. Click the tabs and note the COM ports being
used by the HotSync Manager. You need this information later.
2. Go to this web site:
http://www.microsoft.com/windows/downloads
3. Follow the links to the Windows 95 IrDA 2.0 (Infrared Driver), and
follow the instructions to download the driver.
4. Close your Internet browser if it’s in the way.
5. Find the file W95ir.exe on your computer.
Before you go to the next step, be sure this file is in a folder
where you want to store the infrared driver.
6. Double-click W95ir.exe.
A window lists the files that are unzipping onto your hard disk.
When the title bar displays Finished, close this window.
7. Double-click Setup.exe to begin installation. This file is in the
folder where you unzipped W95ir.exe.
The Add Infrared Device Wizard appears.
8. Click Next.
9. Accept the defaults provided until the Wizard asks you to select an
infrared port. Be sure to select an available communications port.
Do not select the port that the HotSync Manager currently uses.
10. Continue the rest of the installation using the defaults provided.
If an alert appears telling you that there is a communication
port conflict, click OK and proceed.
After you install the infrared driver, check the ports used by your
computer for infrared communication.
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To check the ports used for infrared communication:
1. In the Windows taskbar, click Start, choose Settings, and then
choose Control Panel.
2. Double-click Infrared.
3. Click the Options tab.
4. Select Enable infrared communication.
The COM port displayed in the drop-down box is the port
where your infrared device is attached. It should be different
from any port used by the HotSync Manager.
5. Make a note of which port is listed as “providing application
support.” You need this information to configure the HotSync
Manager for infrared communication.
This port (COM4 in this example) is the simulated port, the
channel through which the actual infrared communication
takes place between your computer and your handheld.
6. Deselect any other check boxes in the Options tab.
7. Click Apply and OK.
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Configuring HotSync Manager
for infrared communication
Next, you need to go to the HotSync Manager and specify the
simulated port used for infrared communication.
To configure HotSync Manager for infrared communication:
1. Click the HotSync Manager icon
in the Windows system tray.
2. Make sure Local is checked on the menu.
3. Choose Setup.
4. Click the Local tab.
5. In the Serial Port drop-down box, select the COM port that was
given as the simulated port in the Options tab of the Infrared
Monitor (in this example, COM4).
6. Click OK.
The HotSync Manager is now communicating with the simulated port
defined for infrared communication. This means that you cannot use
your cradle again until you reconfigure the HotSync Manager to
communicate with the port defined for cradle synchronization.
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Performing an IR HotSync operation
After you complete the steps to prepare for performing an IR HotSync
operation, it is easy to perform the actual operation.
To perform an IR HotSync operation:
1. In the Applications Launcher, tap the HotSync icon.
2. Tap Local.
3. Tap the pick list below the HotSync icon and select IR to a
PC/Handheld.
4. 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 HotSync operations
It’s easy to return to using the cradle for HotSync operations.
To return to cradle HotSync operations:
1. If needed, connect the cradle to a serial (COM) port of your
computer.
2. Click the HotSync Manager icon
in the Windows system tray.
3. Choose Setup, and then click Local.
4. Select the COM port where your cradle is connected.
5. Click OK.
Now, the next time you want to perform a HotSync operation, just
press the HotSync button on the cradle, as you always did in the past.
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You can leave the HotSync application on your handheld set to
perform IR HotSync operations and still use the cradle. This is useful
if you perform HotSync operations with both your desktop computer
and a laptop that you travel with. When you travel, you don’t have to
carry a cradle or cable because your handheld is set to perform IR
HotSync operations. When you’re in the office, just place your
handheld in the cradle and press the HotSync button.
Conducting a HotSync operation via modem
You can use a modem to synchronize your handheld when you are
away from your computer.
Note: The first HotSync operation must be local, using the cradle.
After that, you can perform a modem HotSync operation.
To perform a HotSync operation via modem, you need the following:
■
A modem connected to your computer
■
Palm Desktop software configured for use with the modem
■
A modem, for example, a PalmModem accessory, connected to
your handheld
■
A configuration for the kind of modem connection (Serial to
Modem or IrCOMM to Modem) you want to make. See
“Connection preferences” in Chapter 8 for more information.
Preparing your computer
You must perform a few steps to prepare your computer for a modem
HotSync operation. Perform these steps before you leave your office
so that your computer is ready to receive a call from your handheld.
To prepare your 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.
Note:
To avoid conflicts with the COM port, make sure the
computer is disconnected from all online services, such as
America Online (AOL) and CompuServe.
2. Start HotSync Manager if it is not already running, and from the
HotSync Manager menu, choose Modem.
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3. 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.
4. Click OK.
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Preparing your handheld
There are a few steps you must perform to prepare your handheld for
a modem HotSync operation.
To prepare your handheld for a modem HotSync operation:
1. Tap the Applications icon
2. Tap the HotSync icon
.
.
3. Tap Modem.
Tap here
4. Tap the pick list below the icon and select a modem configuration.
Select a modem
configuration
Note:
If you need to create a configuration, tap the Menu icon
and then select Options and Connection Setup. See
“Connection preferences” in Chapter 8 for more
information.
5. Tap the Enter phone # field.
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Tap here
Note:
If you plan to connect to your company’s dial-in server
(network modem) instead of connecting to a computer
modem, see “Conducting a HotSync operation via a
network” later in this chapter.
6. Enter the telephone number to access the modem connected to
your computer.
7. If needed, enter a dial prefix (such as “9”) to access an outside line,
and then tap the Dial Prefix check box.
Tip:
You can enter a comma in the field to introduce a “pause”
in the dialing sequence. 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.
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
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.
.
.
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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.
Note:
Applications that do not have a database (such as games)
do not synchronize — even if you select the item in the
Conduit Setup dialog box.
6. Tap OK.
Performing a HotSync operation via a modem
After you prepare your computer and handheld, and select your
Conduit Setup options, you are ready to perform a modem HotSync
operation.
To perform a modem HotSync operation:
1. Tap the Applications icon
2. Tap the HotSync icon
.
.
3. Tap the Modem icon
to dial the Palm Desktop modem and
synchronize the applications.
4. Wait for the HotSync operation to complete.
See “HotSync problems” in Appendix B if you have any problems
conducting a successful HotSync operation.
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Conducting a HotSync operation
via a network
When you use the network HotSync technology, you can take
advantage of the LAN and WAN connectivity available in many office
environments. The network HotSync technology enables you to
perform a HotSync operation by dialing in to a network or by using a
cradle that is connected to any computer on your LAN or WAN
(provided that the computer connected to the cradle also has the
network HotSync technology installed, your computer is on, and the
HotSync Manager is running).
Connecting to your company’s dial-in server
A network HotSync operation requires the following (consult your
System Administrator for assistance):
■
Your computer has TCP/IP support installed.
■
Both your company’s network system and its remote access server
support TCP/IP. (Your System Administrator has this
information.)
You have a remote access account. (If you don’t have an account,
consult your System Administrator.)
Everything you need to connect to your company’s dial-in server
(network modem) is included with Palm Desktop software and your
handheld. You need to activate the feature, however, on both Palm
Desktop software and your handheld.
■
To prepare your computer for a network HotSync operation:
1. Click the HotSync Manager icon
in the Windows system tray.
2. From the HotSync Manager menu, choose Network.
3. From the HotSync Manager menu, choose Setup.
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4. Click the Network tab and make sure your user name has a check
mark next to it. If the check mark is not there, click the check box
next to your user name.
5. Click OK.
6. Place your handheld in the cradle and perform a HotSync
operation.
The HotSync operation records network information about
your computer on your handheld. With this information, your
handheld can locate your computer when you perform a
HotSync operation over the network.
To prepare your handheld for a network HotSync operation:
1. Tap the Applications icon
2. Tap the HotSync icon
3. Tap the Menu icon
.
.
.
4. Tap Options, then tap Modem Sync Prefs.
5. Tap Network.
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6. Tap OK.
7. Tap Select Service.
Tap here
Note: See “Network preferences and TCP/IP software” in Chapter 8
for information on creating a network connection.
8. Tap Service and select a service.
Tap here
9. Tap Done.
10. Tap the Menu icon
.
11. Tap Options, then tap Conduit Setup.
Follow the instructions in “Selecting the conduits for a modem
HotSync operation” earlier in this chapter.
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Performing a network HotSync operation
After you prepare your computer and your handheld, and select your
Conduit Setup options, you are ready to perform a network HotSync
operation.
To perform a network Hotsync operation:
■
Tap the modem HotSync icon to begin the operation.
Using File Link
The File Link feature enables you to import Address Book and Memo
Pad information onto your handheld from a separate external file such
as a company phone list. 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 delimited (.csv)
■
Tab delimited (.tsv)
■
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.
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Creating a user profile
If you use the File Link feature to configure several Palm OS
handhelds with specific information (such as a company phone list)
before distributing them to their actual users, you can create a user
profile to load the data into an handheld without associating that data
with a user name. The User Profile feature is designed only for the
first-time HotSync operation, before you assign a User ID to a
particular handheld.
To create a user profile:
1. Open Palm Desktop software.
2. From the Tools menu, choose Users.
3. Click Profiles.
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.).
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To use a profile for the first-time HotSync operation:
1. Place the new handheld in the cradle.
2. Press the HotSync button
on the cradle.
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.
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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Chapter 8
Setting Preferences for
Your Handheld
The Preferences screens enable you to customize the configuration
options on your handheld.
In the Preferences screens, you can do the following:
Buttons
Assign different applications to the buttons on
the front panel of your handheld and the
HotSync® button on the cradle; identify an
application to open whenever you raise the
antenna; reassign the full-screen pen stroke
command.
Digitizer
Calibrate the screen on your handheld.
Formats
Set the country default and the formats for dates,
times, calendar, and numbers.
General
Set the date and time, the auto shut-off interval,
the Beam Receive feature, and the system, alarm,
and game sounds.
Connection
Configure serial, modem, and infrared
communication settings.
Network
Configure your handheld for use with a network.
Owner
Assign your name, phone number, and other
owner information to your handheld.
ShortCuts
Define a list of Graffiti® abbreviations.
Wireless
View your Palm.Net™ address; change the proxy
server IP address; and receive a warning when a
wireless transaction is about to transmit your
identification or location.
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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.
Buttons preferences
The Buttons Preferences screen enables you to assign different
applications to the buttons on the front panel of your handheld and
the HotSync button on the cradle.
For example, if you find that you seldom use To Do List and often use
Expense, you can assign the To Do List button to start Expense.
If you assign a different application to a button, you can still access the
original application using the Applications Launcher.
The Buttons Preferences screen also enables you to reassign the fullscreen pen stroke command and identify an application to open
whenever you raise the antenna.
Any changes you make in the Buttons Preferences screen become
effective immediately; you do not have to change to a different screen
or application.
To reassign the applications buttons:
1. Tap the pick list next to the button you want to reassign.
Tap arrow to
show pick list
2. Tap the application that you want to assign to the button.
Tip:
Tap Default to restore all of the buttons to their initial settings.
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To identify the application that opens when you raise the antenna:
1. Tap the pick list next to the Applications button.
2. Tap the application you want to open whenever you raise the
antenna.
Tip:
Tap Default to have the Wireless category of the Applications
Launcher open when you raise the antenna.
Pen preferences
The Buttons Preferences screen enables you to change the assignment
of the full-screen pen stroke. By default, the full-screen pen stroke
activates Graffiti Help.
Drag to top of screen
To change the Pen preferences:
1. Tap Pen.
2. Tap the pick list and select one of the following settings for the fullscreen pen stroke:
Backlight: Turns the backlight of your handheld on and off.
Keyboard: Opens the onscreen keyboard for entering text.
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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 as-
sign 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® hand-
held equipped with an IR port.
3. Tap OK.
HotSync buttons preferences
The Button Preferences screen also enables you to associate different
applications with the HotSync button on the cradle and the HotSync
button on the optional PalmModem® accessory. Any changes you
make in the HotSync Buttons dialog box become effective
immediately; you do not have to change to a different screen or
application.
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 and optional PalmModem accessory
perform their normal HotSync functions.
4. Tap OK.
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Digitizer preferences
The Digitizer Preferences screen opens the digitizer calibration screen.
This is the same screen that appears when you go through the Setup
process for your handheld.
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 the
“Time, date, week start, and numbers formats” section later in this
chapter.
To set the country default:
1. Tap the country name pick list.
2. Tap the setting you want to use.
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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.
Note:
This setting controls the Day, Week, and Month views in
Date Book and all other aspects of your handheld that
display a calendar.
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 time, date, auto
shutoff interval, sounds, and beam receive option for your handheld.
See Chapter 1 for information on setting the time and date.
Auto-off delay
Your handheld has an automatic shutoff feature that turns off the
power and backlight after a period of inactivity. This feature helps
conserve battery power in case you forget to turn off your handheld.
If you find that your handheld shuts itself off before you finish
reviewing the information on the screen, you should increase the time
setting of the automatic shutoff feature.
To set the Auto-off delay:
1. Tap the Auto-off pick list.
2. Tap the setting you want to use for the automatic shutoff feature:
30 seconds, 1 minute, 2 minutes, or 3 minutes.
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System, alarm, and game sounds
Your handheld uses a variety of sounds. The System, Alarm, and
Game Sound settings enable you to turn the sounds on or off, and to
adjust the volume level.
To set the system and alarm sounds:
1. Tap the System Sound pick list and select the sound level.
Note:
When you turn off the System Sounds, you also turn off
the “chime” tones associated with the HotSync operation.
2. Tap the Alarm Sound pick list and select the sound level.
3. Tap the Game Sound pick list and select the sound level.
Note:
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.
Beam Receive
You can choose to turn off the Beam Receive feature. This prohibits
anyone from beaming information to your handheld. It also results in
a slight saving of battery power.
To change the Beam Receive setting:
■
Tap the Beam Receive pick list and select On or Off.
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Connection preferences
The Connection Preferences screen enables you to define the settings
used to perform different types of HotSync operations. 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 modem for use with your handheld. See
http://www.palm.com.
You can also create custom configurations. There are four possible
kinds of connections.
Serial to PC: A local HotSync connection: the direct
serial connection between your handheld and your
desktop computer. Your handheld is connected by
its serial port to the cradle, and the cradle is
attached by its cable to a serial (COM) port of your
desktop computer.
Serial to Modem: A connection between a modem
attached to the serial port of your handheld and a
modem that is part of your computer or laptop.
IrCOMM to PC: A connection between the IR port of
your handheld and the infrared device of your
computer or laptop.
IrCOMM to Modem: A connection between the IR port
of your handheld and a modem. The modem can be
attached to a computer or some other device
containing an IR port.
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Sample connection for remote
IR HotSync operations
The following sample configuration would enable you to perform an
IR HotSync operation by sending data through the IR port of a modem
attached to a cell phone, which then dials a modem attached to your
desktop computer, to synchronize with your Desktop application. For
this example, you use the IrCOMM to Modem connection.
To create an IrCOMM to Modem connection:
1. Tap New.
2. Enter a name to identify this configuration.
3. Tap the Connection Method pick list and select IrCOMM to
Modem.
4. Tap the Dialing pick list and select TouchTone or Rotary.
5. Tap the Volume pick list and select the speaker volume you want.
6. Tap Details.
Tap here
7. Enter the initialization string supplied by the documentation for
the modem attached to your cell phone.
8. Tap OK, and then tap OK again to save the configuration.
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Your new configuration appears in
the list of available configurations
After you create the configuration, you need to set up the HotSync
Manager of your Desktop application and the HotSync application of
your handheld to perform a modem HotSync operation.
Network preferences and TCP/IP software
The Network Preferences settings enable you to use the TCP/IP
software that is included in the Palm OS software. 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.
Note: The Connection Preferences screen enables you to define
several ways that your handheld can use the modem to
communicate with remote devices. For example, you can
communicate with your ISP server, or with your computer if
you are away on travel. See “Connection preferences” earlier
in this chapter for details on creating modem configurations.
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.
Note: TCP/IP enables you to connect to your ISP or dial-in server
with applications that allow you to view the transmitted data.
Visit the web site http://www.palm.com for information on thirdparty applications that take advantage of TCP/IP.
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Setting Preferences for Your Handheld
Selecting a service
Use the Service setting to select the service template for your Internet
Service Provider or a 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.
Entering a user name
The User Name setting identifies the name you use when you log into
your Internet Service Provider or your dial-in server. Although this
field can contain multiple lines of text, only two lines appear onscreen.
To enter a user name:
1. Tap the User Name field.
2. Enter your user name.
Enter your user
name here
Note: Most dial-in servers do not accept spaces in the user name.
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Entering a password
The Password box identifies the password you use to log into your
server or ISP. 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.
Note: If you are concerned about security, select the Prompt option
and do not enter a password.
To enter a password:
1. Tap the Password field.
2. Enter the password you use to log into your server.
Enter password here
Tap here
3. Tap OK.
Note: The Password field updates to display the word “Assigned.”
Selecting a connection
Use the Connection setting to select the method you want to use to
connect to your Internet Service Provider or a dial-in server. See
“Connection preferences” earlier in this chapter for information about
creating and configuring connection settings.
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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.
Note: The Phone Setup dialog box works correctly for AT&T and
Sprint long-distance 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.
To enter your server phone number:
1. Tap the Phone field.
2. Enter the phone number you use 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, continue to the
following procedures. If not, tap OK.
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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
Enter your
prefix here
2. Enter the prefix.
Tip:
It’s a good idea to add a comma after the prefix. One
comma adds a two-second delay to the transmission.
3. Tap OK.
Disabling Call Waiting
Call Waiting can cause your session to terminate if you receive a call
while you are connected. If your telephone has Call Waiting, you need
to disable this feature before logging into your ISP or dial-in server.
To disable Call Waiting:
1. Tap the Disable call waiting check box to select it.
Select this
box if you
need to
disable Call
Waiting
Enter your disable
code here
2. Enter the code to disable Call Waiting on the Disable call waiting
line.
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Note:
Each telephone company assigns a code to disable Call
Waiting. Contact your local telephone company for the
code that is appropriate for you. It’s a good idea to add a
comma after the code. One comma adds a two-second
delay to the transmission.
3. Tap OK.
Using a calling card
The Use calling card field enables you to use your calling card when
dialing your ISP or Intranet server. Keep in mind that there is usually
a delay before you enter your calling card number. When you define
your calling card number, you need to add commas at the beginning
to compensate for this delay. Each comma delays transmission of your
calling card number for two seconds.
To use a calling card:
1. Tap the Use calling card check box to select it.
Select this
box to use a
calling card
Enter your
calling card
number here
2. Enter your calling card number on the Use calling card line.
Note:
It’s a good idea to add at least three commas before your
calling card number to compensate for the cue delay.
3. Tap OK.
Connecting to your service
After you set your Connection and Network Preferences, establishing
a connection to your Internet Service Provider (ISP) or your
company’s network (dial-in server) is easy.
Note: 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 thirdparty applications that support TCP/IP, check the web site
http://www.palm.com.
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To establish a connection:
■
In the Network Preferences screen, 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.
A new service template (called Untitled) 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.
To select a connection type:
1. Tap the service field.
2. Tap Details.
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Select connection type
3. Tap the Connection type pick list and select one of the following
connection types:
PPP: Point-to-Point protocol
SLIP: Serial Line Internet Protocol
CSLIP: Compressed Serial Line Internet Protocol
Note: If you are not sure, try PPP; if that doesn’t work, ask your
Internet Service Provider or your System Administrator for
the correct connection type.
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. Tap the Idle timeout pick list and select one of the following
options:
Immediate: Drops the connection to your ISP immediately when
you switch to another application.
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.
Power Off: 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.
2. 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.
Note: If your IP address is permanently assigned, you need to get
that information from your System Administrator. If you are
not sure, select Automatic.
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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 in to a
network server, for example, your corporate network or your Internet
Service Provider (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
in to 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
Macintosh users)
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■
In the Login Script dialog box on your handheld, accessed from the
Details dialog box in Network Preferences
Tap here to see the list of
available commands
Note: You can also use non-ASCII and literal characters in your
login script. See Appendix D for more information.
Creating a login script on your handheld
You can create login scripts by selecting commands from the
Command pick list in the Login Script dialog. Some commands, such
as Send, require you to supply additional information. 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. 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:
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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 Computing
Platform.
For additional information on creating plug-in applications, send
e-mail to Palm Developer Support at [email protected]
Deleting a service template
Use the Delete command from the Service menu to delete a service
template.
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.
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Service menu
Options menu
TCP/IP troubleshooting
If you are having a problem establishing a network connection using
TCP/IP, check this section and try the suggestions listed.
Displaying expanded Service Connection Progress messages
It’s helpful to identify at what point in the login procedure the
connection fails. An easy way to do this is to display the expanded
Service Connection Progress messages. Expanded Service Connection
Progress messages describe the current stage of the login procedure.
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 and why the login procedure
communication fails.
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.
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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.
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 “Security” in
Chapter 3 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 the text cannot 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.
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ShortCuts preferences
The ShortCuts Preferences screen enables you to define abbreviations
for entering text with Graffiti strokes. This section describes how to
create, edit, and delete a ShortCut. See “Graffiti ShortCuts” in Chapter
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.
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.
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.
Tip:
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.
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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.
Deleting a ShortCut
If you don’t need a ShortCut, you can delete it from the ShortCut list.
To delete a ShortCut:
1. Tap the ShortCut you want to delete.
2. Tap Delete.
3. Tap Yes.
Wireless preferences
The Wireless Preferences screen enables you to do the following:
■
View your address on the Palm.Net network, which you create
when you activate the service.
■
Change the proxy server with which your handheld
communicates.
■
Receive a warning when a wireless transaction is about to transmit
your identification or location.
Proxy
The IP address that appears by default in this screen is the address of
the Palm.Net proxy server. You do not need to identify a different
proxy server unless your organization has its own proxy server and
supplies you with an IP address for that proxy server.
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To change the IP address of your proxy server:
1. Tap the Proxy field.
Tap here
2. Tap the dot to the right of the first section of the Proxy 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 IP
address.
4. Tap OK.
Tip:
To restore the initial IP address of the proxy server, tap
Default.
Sending ID or location information
When you submit a query to some web clipping applications, they
automatically elicit the following information from your handheld:
■
The number that uniquely identifies your handheld
■
Your approximate location, reported as the ZIP code of the area
where you are currently located
Having such information enables the web clipping application to offer
you better service and more accurate information in its clippings.
If, however, you do not want to send this information over the
airwaves, you can receive a warning whenever a web clipping
application is about to send this information. The warning gives you
a choice; you can continue the transaction or cancel the transaction
before any information is sent.
To activate the warning about transmission of ID or location:
■
Select the check box next to Warn when sending ID or location
information. A check mark should appear in the check box.
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Appendix A
Maintaining Your Handheld
This chapter provides information on the following:
■
Caring for your handheld
■
About the AAA batteries
■
Automatic recharging of the transmitter
■
Proper use of the antenna
■
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 touchsensitive 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.
■
The touch-sensitive screen of your handheld contains a glass
element. 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, the glass may break.
■
Protect your handheld from temperature extremes. Do not leave
your handheld on the dashboard of a car on a hot day, 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.
Appendix A
Page 237
About the AAA batteries
Please note the following considerations when replacing the batteries
in your handheld:
■
Under normal conditions, depending on your usage pattern, the
AAA batteries of your handheld should provide weeks of use. You
can conserve battery life by minimizing the use of the backlight
feature, and changing the Auto-off setting that automatically turns
the handheld off after a period of inactivity. See “General
preferences” in Chapter 8 for more information.
■
As the batteries become low in the course of normal use, messages
appear onscreen alerting you to the low battery condition. Replace
the batteries as soon as you can after the first alert appears.
Remember to perform a HotSync® operation to back up your data
before you replace the batteries. This helps prevent accidental data
loss.
■
When replacing the batteries, begin by turning your handheld off
(so there is no screen display).
■
When replacing the batteries, always use good quality batteries of
the same type. Do not mix old and new batteries. Use only alkaline
batteries with your handheld.
■
When you remove the old batteries, the built-in backup power of
your handheld maintains memory data. Whenever you remove
the batteries, replace them immediately. We recommend replacing
batteries within a period of one minute. If you encounter any
difficulties or delays while you’re replacing the batteries, reinstall
the original batteries and wait a few minutes for the backup power
to recharge.
■
If the batteries drain to the point where you cannot turn on your
handheld, there is enough residual power in the batteries to
preserve your data safely only for a few days beyond that point. If
your handheld does not turn on when you press the power button,
you should replace the batteries immediately.
■
If you leave drained batteries in your handheld for an extended
period of time, you can lose all of the stored data. If this happens,
replace the batteries and use the reset button to reset your
handheld. (See “Resetting your handheld” later in this chapter for
details.) After you reset your handheld, perform a HotSync
operation to restore the data from your computer.
Page 238
Maintaining Your Handheld
Automatic recharging of the transmitter
The transmitter used by your handheld for web clipping and wireless
Internet messaging contains a rechargeable storage battery. It is a
NiCad (nickel-cadmium) battery.
When you first set up your handheld, the initial charging of the
transmitter takes about 70 minutes. Like any storage battery, the
transmitter must be recharged. How often recharging must happen
depends on the frequency with which you use web clipping and
wireless Internet messaging.
You don’t have to do anything to recharge the transmitter. Your
handheld senses when the transmitter needs to be recharged and
automatically recharges it from the AAA batteries. Your handheld
also tries to schedule the recharging of the transmitter at a time when
you typically don’t use the handheld. The handheld does not have to
be turned on to recharge the transmitter.
To monitor the status of the transmitter:
1. In the Applications Launcher, tap the Diagnostics icon.
2. Tap Details.
3. Refer to the following fields for information on the transmitter:
Transmitter Charge: Indicates the voltage remaining in the trans-
mitter. A number above 5 indicates that the transmitter has adequate power.
Scheduled Charge: Can show one of the five following states:
“Not Scheduled” indicates that your transmitter has adequate
power.
“Today” or “Tomorrow” and a time indicate that your transmitter needs to be recharged, and your handheld has scheduled
recharging to occur either today or tomorrow at the indicated
time.
“Charging” indicates that your handheld is currently recharging the transmitter.
“Charging Suspended” indicates that your handheld is unable
to recharge the transmitter because of power demands by your
handheld (typically, the backlight is in use). To resume recharging, turn off the backlight or simply turn off your unit. Recharging resumes when power demands are reduced.
Appendix A
Page 239
“Insert new AAA batteries” indicates that the batteries in your
handheld lack sufficient power to continue recharging the
transmitter. Insert new batteries as soon as you can.
Charge Finish: Appears only when recharging has been scheduled
or is under way. Displays the estimated time that recharging
will end.
Recharging takes less time than the initial charging of the transmitter.
While the transmitter is being recharged, you cannot use web clipping
applications or the iMessenger® application. You can, however, use all
other applications.
Important: You yourself cannot replace the transmitter, even when it
can no longer be recharged, because attempting to open
the handheld voids the warranty. There are no parts
inside your handheld that you can replace, so do not
attempt to open it. See “Palm.Net™ Service Agreement
and Other Product Information” for details.
For information on returning the handheld to Palm, Inc., visit the web
site http://www.palm.net
The RBRC Battery Recycling Seal is on the NiCad battery inside your
handheld, which indicates that Palm, Inc. is voluntarily participating in an
industry program to collect and recycle these batteries at the end of their
useful life, when taken out of service in the United States or Canada. The
RBRC program provides a convenient alternative to placing used NiCad
batteries into the trash or the municipal waste stream, which is illegal in some
areas. Please call 1-800-8-BATTERY for information on NiCad battery
recycling in your area. Palm, Inc.’s involvement in this program is part of our
commitment to preserving our environment and conserving our natural
resources.
If you ever dispose of your handheld, please dispose of it without
damaging the environment. Either return your handheld to Palm, Inc.,
or take it to your nearest environmental recycling center.
Page 240
Maintaining Your Handheld
Proper use of the antenna
The antenna of your handheld is designed to be durable and can easily
withstand years of normal use. It is a movable part, however, so it’s
important to handle it with care. Keep these points in mind as you use
the antenna:
■
Do not lift or drag your handheld by the raised antenna.
■
Do not bend the antenna.
■
When you raise the antenna, you feel three clicks at its three
positions: 90°, 135°, and 180°. We recommend that you transmit or
receive data only after you raise the antenna at least to 90°.
■
Whenever you’re not using an application that performs wireless
transactions, keep the antenna fully lowered.
■
Before you use the wireless features of your handheld, please
observe the guidelines or prohibitions on the use of wireless
devices in your current location. For example, when you are on an
airplane, do not raise the antenna or use the wireless features at
times when the Federal Aviation Administration (FAA) or airline
regulations prohibit the use of cellular phones. You can, of course,
use all other applications of your handheld in accordance with
airline regulations for electronic devices.
If the antenna is damaged, you can remove it and replace it with
another antenna. For information on ordering a new antenna, visit the
web site http://www.palm.net.
Important: Do not remove the antenna until you have a new antenna
ready to install. Using the wireless features without an
antenna can damage your handheld.
To remove the antenna:
1. Perform a HotSync operation, and then turn off your handheld.
2. Remove the AAA batteries.
Important: When you remove the batteries, the built-in backup
power of your handheld maintains memory data. If you
encounter any difficulties or delays while you’re
replacing the antenna, however, we recommend that you
reinstall the batteries and wait a few minutes for the
backup power to recharge. Then start the replacement
process again.
3. Raise the antenna to 180°.
Appendix A
Page 241
To be sure the antenna is raised to 180°, place the handheld face
down on a flat surface and flatten the antenna against the surface.
4. Grasp the antenna close to the pivot point with your thumb and
index finger.
5. Using your thumb, firmly push the antenna out of the pivot point.
Note:
After you remove the antenna, be careful not to change
the alignment of the pivot point.
To insert the new antenna:
1. Holding the antenna in the 180° position, insert the contact pin into
the center hole of the pivot point.
2. Align the transverse pin with the opening for it in the pivot point.
Push the antenna the rest of the way into the pivot point until you
feel the antenna snap into place.
Contact pin
Pivot point
Transverse pin
3. Lower the antenna.
4. Put the AAA batteries back in.
5. If necessary, perform a HotSync operation to restore your data.
Page 242
Maintaining Your Handheld
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 when you press buttons or tap the screen. In this case, you
need to reset your handheld so that it will work again.
Reset button
Performing a soft reset
A soft reset tells your handheld to stop what it’s doing and start over
again. All records stored in your handheld are retained with a soft
reset.
Tip:
The stylus that comes with your handheld has a reset tool
inside. To use the tool, unscrew the top of the stylus.
To perform a soft reset:
■
Use the reset tool, or 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.
After a soft reset, the Welcome screen appears, followed by the
General Preferences screen (to set time and date).
Appendix A
Page 243
Performing a hard reset
With a hard reset, all records stored in your handheld are erased. Never
perform a hard reset unless a soft reset does not solve your problem.
After performing a hard reset, you can transfer the data in Palm™
Desktop software to your handheld by performing a 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 reset tip tool, or 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 Computing® Platform 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 start Setup.
Press any other button to perform a soft reset.
Besides erasing all records, note these results of a hard reset:
■
The current date and time are retained.
■
Formats Preferences and other settings are restored to their initial
default settings.
■
Preloaded web clipping applications reappear on your handheld.
Other add-on applications, however, are deleted from your
handheld, so you need to re-install them.
■
If you use a proxy server other than the Palm.Net proxy server,
you must re-enter its IP address. See “Wireless preferences” in
Chapter 8 for details.
To restore your data after a hard reset:
Important: Be sure to perform a HotSync operation before you use the
Check & Send command in the iMessenger application.
 in the Windows system tray (bottom1. Click the HotSync icon
right corner of the taskbar).
Page 244
Maintaining Your Handheld
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.
Note:
Changing the HotSync setting from the default affects
only the next HotSync operation. Thereafter, the HotSync
actions revert to their default settings.
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 a HotSync operation.
Appendix A
Page 245
Page 246
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 and HelpNotes located in the folder where you
installed Palm™ Desktop software on your computer (or on your
installation CD)
■
The Palm Desktop online Help
■
■
The “Palm Support Assistant” knowledgebase, accessible at
http://www.palm.com under the Support section
The latest Palm VII™ handheld customer support information on
http://www.palm.net
If you are still having problems, contact Technical Support. For e-mail
addresses and telephone numbers, see the Getting Started guide that
comes with your handheld.
Note: Thousands of third-party add-on applications have been
written for 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.
Appendix B
Page 247
Software installation problems
Problem
Solution
I cannot install Palm
Desktop software with
Windows 95/98.
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.
3. Make sure your computer has at
least 20MB disk space.
4. Delete all temporary files.
5. Run ScanDisk on your computer.
6. Reinstall Palm Desktop software.
Page 248
Frequently Asked Questions
Operating problems
Problem
Solution
I don’t see anything
on my handheld’s
screen.
Try each of these in turn:
I get a warning
message telling me
my handheld
memory is full.
■
Adjust the contrast control. See “Locating
back panel components” in Chapter 1.
■
Make sure the batteries are installed
properly. See “Installing the batteries” in
Chapter 1.
■
Replace the batteries. If your handheld still
does not operate, try a soft reset. See
“Resetting your handheld” in Appendix A.
■
If your handheld was exposed to cold,
make sure it is at room temperature.
■
Purge the Date Book, To Do List, Mail, and
iMessenger® applications. This removes
records that you deleted from these
applications from memory. See “Purging
records” in Chapter 4. You may also 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 4.
■
If you have installed additional
applications on your handheld, remove
them to recover memory. See “Removing
applications” in Chapter 3.
My handheld keeps
turning itself off.
Your handheld is designed to turn itself off
after a period of inactivity. This period can be
set at 30 seconds, one, two, or three minutes.
Check the Auto-off setting. See “General
preferences” in Chapter 8.
My handheld is not
making any sounds.
Check the System Sound setting. See “General
preferences” in Chapter 8.
My handheld has
frozen.
Perform a soft reset. See “Resetting your
handheld” in Appendix A.
Appendix B
Page 249
Tapping and writing problems
Problem
Solution
When I tap the
buttons or screen
icons, my handheld
activates the wrong
feature.
Calibrate the screen. See “Digitizer
preferences” in Chapter 8.
When I tap the Menu
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.
Page 250
Frequently Asked Questions
Wireless problems
Problem
Solution
The signal strength is
weak.
■
Make sure the antenna is pointing
straight up, perpendicular to the
ground:
If you hold your handheld in your
hand, raise the antenna to 135°.
If you lay it on a table or other surface
parallel to the ground, raise the antenna
to 90°.
Tap the Diagnostics icon
. Then
monitor the signal strength while you try
the following solutions:
I forgot the password
to my Palm.Net™
service account.
Appendix B
■
Move away from your original location,
five to ten feet in any direction.
■
If you are indoors, stand near a
window, or move outdoors.
■
Open metal blinds on windows.
■
If you are in an underground parking
lot or other space below street level,
move to a location aboveground.
■
If you are in a crowd, move to a less
crowded area.
■
If you’re in a vehicle, keep your
handheld level with the windshield.
The metal frame of the vehicle shields
radio signals. Mountains and buildings
may also block signals.
■
If you’re outdoors, move away from
overhead electrical wires. Move from
under trees.
Visit http://www.palm.net, or contact Customer
Care. See the Getting Started guide for
contact information.
Page 251
Application problems
Problem
Solution
I tapped the Today
button, but it does
not show the correct
date.
Your handheld is not set to the current date.
Make sure the Set Date box in the General
Preferences screen displays the current
date. See “General preferences” in Chapter
8 for more information.
I know I entered
some records, but
they do not appear in
the application.
■
Check the Categories pick list (upperright 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 am having
problems listing
memos the way I
want to see them.
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:
Page 252
http://www.microsoft.com/windows/euro.asp
http://til.info.apple.com/techinfo.nsf/artnum/n22222
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?
■
Check the Windows system tray to
make sure the HotSync Manager is
running. If it is not, open Palm Desktop
software.
■
Click the HotSync Manager, choose
Setup, and click the Local tab. Check
that the Serial Port setting displays the
correct serial (COM) port where your
cradle is attached.
■
Make sure the cradle is connected
securely.
I did a HotSync
operation, but one of
my applications did
not synchronize.
Click the HotSync Manager and choose
Custom. Check that the correct conduit is
active.
I am using Outlook
as my PIM, but I
cannot do a HotSync
operation.
■
I cannot launch the
HotSync Manager.
■
■
■
My handheld
appears to freeze
when I place it near
my computer.
Appendix B
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.
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, and then reinstall it.
Move your handheld away from the
computer’s infrared port.
Page 253
I tried to do a local
HotSync operation,
but it did not
complete
successfully.
Try each of these in turn:
■
Make sure HotSync Manager is
running. If HotSync Manager is
running, exit and restart it.
■
Make sure you selected Local from the
HotSync Manager menu or the Palm
Desktop software menu.
■
Check the cable connection between the
cradle and the serial port on your
computer.
■
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.
■
Try a lower baud rate setting on the
Local tab in the Setup dialog.
■
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.
■
Read the HotSync Log for the user
account for which you are performing a
HotSync operation.
Make sure your handheld is seated in
the cradle correctly.
Make sure the gold-plated connectors
on the cradle and your handheld are
clean. Use a pencil eraser to clean them.
■
■
Page 254
Frequently Asked Questions
I tried to do a modem
HotSync operation,
but it did not
complete
successfully.
Check the following on your computer:
■
Make sure your computer is turned on
and that it does not shut down
automatically as part of an energysaving feature.
■
Make sure the modem connected to your
computer is turned on and is connected
to the outgoing phone line.
Make sure Modem is checked in the
HotSync Manager menu.
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.
■
■
Appendix B
■
Make sure the modem is connected
properly to a serial port on your
computer and is connected to the
incoming phone line.
■
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.
■
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.
■
Make sure your modem resets before
you try again. (Turn off your modem,
wait a minute, then turn it back on.)
Page 255
I tried to do a modem
HotSync operation,
but it did not
complete
successfully.
(continued)
I can’t perform an IR
HotSync operation.
Page 256
Check the following on your handheld:
■
Confirm that the telephone cables are
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.
■
Be sure the HotSync Manager is running
and the Serial Port for local operations is
set to the simulated port for infrared
communication.
■
On your handheld, be sure the HotSync
application is set to Local, with the
option IR to a 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.
Frequently Asked Questions
When I tap the
HotSync button on
the cradle, nothing
happens on Palm
Desktop software
and my handheld
times out.
■
Check Palm Desktop software HotSync
Setup options to confirm that you have
the correct settings for local HotSync
operations.
■
If you are experiencing intermittent
success, try a lower speed setting on the
Local tab in the Setup dialog box in the
HotSync Manager.
■
Close and restart HotSync Manager on
your computer.
■
Verify there are no COM port conflicts
on your computer:
1. From the Start menu, choose Settings, and then choose Control Panel.
2. Double-click System.
3. Click the Device Manager tab.
4. Double-click Ports.
5. Make sure each accessory is using a
different port.
When I perform a
HotSync operation,
my information does
not transfer to Palm
Desktop software.
Appendix B
■
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.
■
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.
■
Click the HotSync Manager and choose
Custom. Check that all conduits are set
to synchronize files.
Page 257
My handheld
displays the message
“Waiting for sender”
when it’s near my
computer’s infrared
port.
■
Your computer’s infrared port may be
set to search automatically for the
presence of other infrared devices. Do
the following to turn off this option:
1. In the Windows taskbar, click Start.
2. Choose Settings, and then choose
Control Panel.
3. Double-click Infrared.
4. Click the Options tab.
5. Deselect the option Search for and
provide status for devices in range.
6. Click Apply and OK.
I want to
synchronize my
computer with more
than one handheld.
Page 258
■
If you are using Windows 98, move your
handheld away from the computer’s
infrared port.
■
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.
Frequently Asked Questions
Beaming problems
Problem
Solution
I cannot beam data to
another Palm OS
handheld.
■
For best results, Palm VII handhelds
should be between ten centimeters
(approximately 4") and one meter
(approximately 39") apart, and that the
path between the two handheld must
be clear of obstacles. Beaming distance
to other Palm OS handhelds may be
different.
■
Move your handheld closer to the
receiving handheld.
■
Perform a soft reset. See “Performing a
soft reset” in Appendix A for more
information.
■
Your handheld requires at least twice
the amount of memory available as the
data you are receiving. For example, if
you are receiving a 30K application, you
must have at least 60K 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.
Appendix B
Page 259
Password problems
Problem
Solution
I forgot the
password, and my
handheld is not
locked.
You can use Security to delete the
password. If you do this, your handheld
deletes all entries marked as private. You
can, however, perform a HotSync operation
before you delete the password: the HotSync
process backs up all entries, whether or not
they are marked private. In this case, the
following procedure restores your private
entries and lets you access them:
1. Use the Palm Desktop software and
the cradle 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.
I forgot the password
and my handheld is
locked.
If you assign a password and lock your
handheld, 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
to my Palm.Net
service account.
Visit http://www.palm.net, or contact Customer
Care. See the Getting Started guide for
contact information.
Page 260
Frequently Asked Questions
Technical support and customer care
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. For support e-mail addresses
and phone numbers, see the Getting Started guide, which comes with
your handheld.
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 computer 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.
4. Tap Version to see version numbers, and tap Size to see the amount
of free memory, in kilobytes.
Note: Thousands of third-party add-on applications have been
written for 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.
Appendix B
Page 261
Page 262
Frequently Asked Questions
Appendix C
Creating a Custom Expense Report
This section explains how to modify existing Expense application
templates and how to create your own custom expense report
templates for use with the Expense application.
Note: This section assumes that you are familiar with Microsoft
Excel or a similar spreadsheet application. If you are not
familiar with Microsoft Excel, consult your company’s
Information Services department or another experienced user.
About mapping tables
Before creating or modifying an Expense template, it’s important to
understand the function of the Palm™ Desktop organizer software
Expense application. In simple terms, the Expense application is
designed to move Expense data from your handheld into a Microsoft
Excel spreadsheet.
Each Expense item in your handheld represents a group of related
data. You can associate the following data with an expense item:
■
Category
■
Payment Currency
■
Date
■
Vendor
■
Expense Type
■
City
■
Amount
■
Attendees
■
Payment Method
■
Note
When you perform a HotSync® operation between your handheld and
Palm Desktop software on your computer, the Expense data is stored
on your computer (in a file named Expense.txt). When you open the
Expense application in Palm Desktop software, an Excel macro starts,
and populates an expense template with your data based on the rules
specified in a spreadsheet file named Maptable.xls.
The Maptable.xls file is an editable spreadsheet that functions as a
“mapping table.” The function of the mapping table is to guide the
Excel macro in extracting the Expense data. The mapping table tells
the Excel macro how large the spreadsheet is and provides the datacell layout of the Excel template used for the Expense Report.
Appendix C
Page 263
Customizing existing sample templates
Four sample Expense Report templates come with Palm Desktop
software. These templates are stored in the Template folder (which is
in the same folder as Palm Desktop software).
If the layout of one (or more) of these templates is appropriate for your
reporting needs, you can easily customize the templates with your
company name and other information.
To customize a sample Expense Report template:
1. Make a backup copy of the contents of the Template folder.
2. Double-click the name of the sample template you want to modify
to open it in Microsoft Excel.
3. Make any changes that you want to the names (or other
information) in the sample template.
Important: Do not insert rows or columns in the sample template.
Doing so changes the way your Expense data maps to the
template and causes errors. If you want to move the cells
to a different location or add or delete rows or columns,
you have to make changes to the Maptable.xls file.
Note:
You can insert your own company logo without changing
the Maptable.xls file. If you change the file name,
however, you need to make a corresponding change in
the Maptable.xls file.
You can also rename cells without changing the
Maptable.xls file, provided that the expense type
corresponds to your handheld data. For example, you can
change “Snack” to “Munchies,” and then all items
entered on your handheld as “Snack” map to the cell(s)
labeled “Munchies.”
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Creating a Custom Expense Report
4. From the File menu, choose Save As.
5. Click the Save as type drop-down list and choose Template (*.xlt).
6. Navigate to the Template folder (in the Palm Desktop software
directory).
Note:
If you do not need to change the Maptable.xls file, save the
template file with its original file name (e.g., Sample2.xlt).
If you do need to change the Maptable.xls file, give your modified
template a unique name. Be sure to use the .xlt file suffix, which
defines the file as a Microsoft Excel template.
7. Click Save to save your modified template and make it available
for future use.
Note: If you need to modify the Maptable.xls file, you must do this
before you can use the modified template with your Expense
data. To modify the Maptable.xls file for your new template,
see “Programming the mapping table” later in this appendix.
Read all of the sections of this appendix before making changes to the
Maptable.xls file.
Determining the layout of the Expense Report
This section describes the layout considerations for the Expense
Report and explains the terms used for creating the report.
Labels
There are two kinds of labels that you need to define for your report:
day/date and expense type. Each kind of label can be either Fixed or
Variable. A Fixed label means that the label always appears as a header
at the beginning of a row or column. If a label is not Fixed, it is
variable.
For example, a list table of expenses could have variable labels in the
rows for day/date, and variable labels in the columns for expense
type. In this case, neither day/date or expense type information
would be “fixed” (as a header). Instead, the date and expense type
information would be filled into the cells of the spreadsheet as
appropriate.
Examples of both Fixed and Variable labels appear in the sample
expense templates.
Appendix C
Page 265
Sections
A Section is an area of the report that has common formatting. It is
common for an Expense report to have more than one Section. For
example, the following sample Expense Report named Sample3.xlt
contains several Sections.
Section 1
(not prepaid)
Section 2
(prepaid)
Section 3
Because your Expense data maps to row and column areas of your
final report, different Sections require different definitions for the data
mapping. To create additional Sections with different mapping, you
create corresponding additional lines to the mapping table file named
Maptable.xls. This procedure is explained later in this appendix.
If a section contains cells for prepaid (company paid) expenses, you
need to create an additional line in the mapping table for “prepaid.”
This will count as an additional section in the mapping table. The only
data that differs in the prepaid section (from the non-prepaid section)
is the row/column numbers for the expense type.
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Creating a Custom Expense Report
Analyzing your custom Expense Report
If you already have a custom Excel expense report, you can use it with
a modified mapping table. However, before you can create a
Maptable.xls file that corresponds to your custom Expense Report,
you must first analyze the characteristics of your report.
Perform the following before you begin a custom mapping table:
■
Print a copy of your custom expense report. Activate the Row and
Column Headings option in the Sheet settings of the Page Setup
command. This enables you to quickly determine the size of the
Section(s), as well as the numbers for the start rows and columns.
■
On the printed copy, identify the data Sections. A Section is an
area of data with common row and column formatting. A yellow
highlighter marking pen can make it easy to see the Sections as
you work with programming the mapping table. Your custom
Expense Report can contain any number of Sections, and the same
data can be repeated in any Section.
■
On the printed copy, identify the type of Labels that apply to each
Section. Each Section can have only one kind of Fixed or Variable
Label for rows. Likewise, each Section can have only one kind of
Fixed or Variable Label for columns.
■
Place a copy of your custom Expense Report in the Template
folder (in the Palm Desktop software directory). Change the file
name so it has the file extension .xlt (which defines it as a Microsoft
Excel template). Make a note of the exact file name so it can be
defined in the mapping table file.
Appendix C
Page 267
Programming the mapping table
Once you have analyzed the components of your custom Expense
Report, you can program the mapping table to fill the report with data
from the handheld.
To program a new custom mapping table:
1. Open a copy of the Maptable.xls file in Microsoft Excel.
Note:
This file is located in the same folder as the Palm Desktop
software application. Make a backup copy of this file before
you make your modifications.
2. Mapping a new template. Scroll to where you find the name of the
original template that you chose for your modifications. The name
of the template will appear in column B of the Maptable.xls file,
next to the cell highlighted in green that reads “Template Name:”.
If you did not modify an existing template, move to any table in the
Maptable.xls file.
3. Select all the rows associated with the template name. To select the
rows, click and drag on the row numbers (left side), so they appear
highlighted.
All rows
related to
template
are
selected
4. From the Edit menu, choose Copy.
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Creating a Custom Expense Report
5. Scroll down to a blank area of the Maptable.xls file (below the rows
used for Sample4.xlt), and click on a row number to select a blank
row.
6. From the Edit menu, choose Paste. A copy of the rows you selected
in step 3 is pasted into the Maptable.xls file.
7. Name the table. In the cell immediately to the right of the cell entitled
Template Name, enter the exact file name of your custom Expense
Report template.
8. Define the number of Sections. Each row in a table defines how your
handheld data will be placed in a Section of your custom Expense
Report. Note that the prepaid portion of a section has its own row
and counts as a separate section for map table purposes, even
though it is not a separate section in your template.
Table with
four sections
You may add or delete rows as necessary so that the total number
of rows corresponds to the number of Sections in your custom
Expense Report. To clear all of the existing settings in a row, click
to select the row and press Ctrl+Delete. Name each row to
correspond to a Section of your custom Expense Report.
9. Determine the Label settings. The orientation of the data fields (Row,
Column) appears in the yellow section of the table.
Determine whether the Rows will contain expense or date
information, and place an “x” in the appropriate cell. When you do
this, you also define whether the label is Fixed or Variable. You can
place only one “x” in the Row section (columns 2–5).
Determine whether the Columns will contain expense or date
information, and place an “x” in the appropriate cell. When you do
this, you also define whether the label is Fixed or Variable. You can
place only one “x” in the Column section (columns 6–9).
Appendix C
Page 269
10. Define the dimensions of the Section. The dimensions of the Section
appear in the green columns (10–13).
# of Rows: Represents the total number of rows in the Section, ex-
cluding any header or total rows. In other words, this includes
only the number of rows in the Section where your handheld
data will be placed.
# of Columns: Represents the total number of columns in the Sec-
tion, excluding any header or total columns. In other words,
this includes only the number of columns in the Section where
your handheld data will be placed.
Start Row: Is the number of the first row of the Section that will
be filled with your handheld data.
Start Column: Is the number of the first column of the Section that
will be filled with your handheld data.
11. Define the Dates and Intervals. The dates and intervals between dates
appears in the light blue columns (14–17).
In the Date cell, enter the row or column number where all the date
information will be placed.
In the Dates cell, enter the number of blank columns (or rows)
separating the date fields. If there are no blank columns (or rows)
between date entries, leave this number set to zero.
In the Start Day cell, enter the day of the week that starts the
expense reporting period. Enter a three-character abbreviation for
the day (e.g., Sun, Mon, Tue).
In the Day cell, enter the row or column number where all the day
information will be placed. If the dates are in a row, enter the row
number. If the dates are in a column, enter the column number.
Page 270
Creating a Custom Expense Report
12. Define whether the Section is in list format. This setting appears in the
light purple columns (18–19).
If the Section will present the data in a list format, enter the word
“yes”. Otherwise, enter the word “no”. The following diagram
shows data presented in a list format:
Only if your section is in list format: In the Expense Type cell, enter the
number of the row or column where the expense description will
be placed. Expense amounts can be entered in several different
columns or rows if required by your template. Expense type labels
must all appear in the same column.
13. Enter the row or column numbers for the expense types that appear in the
Section. These settings appear in the aqua columns (20–48).
For these settings, simply enter the row or column number for the
expense types that you want to appear in the Section. Note that the
same row or column number can be used more than once. An
example of this would be meals that encompass breakfast, lunch,
dinner, and snacks. In the previous example, all expense items
would be populated into row/column 4 of the custom Expense
Report.
14. Complete the table. All of the remaining columns (49–57) in the table
are used to define the column or row number that corresponds to
the description.
Appendix C
Page 271
15. Mark a Section for prepaid expenses (yellow column). If a row in the map
table is for prepaid (company paid) expenses, type a “yes” in the
cell on that Section’s row. Type “no” in all the cells of this column
that do not pertain to prepaid expenses.
16. Repeat steps 9 through 15 for each Section that you have defined
for your custom Expense Report.
17. Map Expense Report Options dialog (magenta section). The Expense
Report Options dialog has five fields where you can enter data for
the header on your expense report. Use this section to specify the
row and column on your template where this information will be
mapped.
Because header data is not related to any particular Section, you
have to enter data in only one row. If the item does not appear on
your template, leave these cells blank.
Using applications other than Microsoft Excel
You can use applications other than Microsoft Excel (such as Lotus
1-2-3 or Quattro Pro) to open and manipulate the Expense data on
your computer. The data file is named “Expense.txt,” and is stored in
the Expense folder, within the folder containing the handheld user
data.
Expense data in the Expense.txt file is in tab-delimited format.
Page 272
Creating a Custom Expense Report
Expense file details
The Expense.txt file contains four groups of data. It will be easier to see
these four distinct groups of data if you open the file with a
spreadsheet application.
Trips
Shows the number of Expense application
categories, and lists each one followed by an
“end” statement.
Currency
Shows how many currencies were used for the
Expense data, and lists the countries that
correspond to that currency.
Trip
Shows the number of expenses by category,
and lists the expenses for each category.
Expenses
Shows the total number of expenses, and lists
them chronologically.
Appendix C
Page 273
Page 274
Creating a Custom Expense Report
Appendix D
Non-ASCII Characters
for Login Scripts
The following information enables you to create custom login scripts
that require non-ASCII characters. It is provided for advanced users
who understand the use and requirements of such characters in a
custom login script.
Use of ^char
You may use the caret ( ^ ) to transmit ASCII command characters. If
you send ^char, and the ASCII value of char is between @ and _, then
the character is automatically translated to a single-byte value
between 0 and 31.
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 singlebyte 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.
Appendix D
Page 275
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:
\^
Includes a caret as part of the string
\<
Includes a < as part of the string
\\
Includes a backslash as part of the string
Page 276
Non-ASCII Characters for Login Scripts
Palm.Net™ Service Agreement
and Other Product Information
Palm.Net service agreement
NOTICE TO END USER: CAREFULLY READ THE FOLLOWING LEGAL AGREEMENT (“AGREEMENT”). USE OF THE PALM.NET™ WIRELESS COMMUNICATION SERVICE (THE “SERVICE”) CONSTITUTES YOUR ACCEPTANCE OF THESE
TERMS. IF YOU DO NOT AGREE TO THE TERMS OF THIS AGREEMENT, DO NOT
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THE INDIVIDUAL ACTIVATING THE SERVICE AND ANY CORPORATION OR
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to Palm, Inc. (“Wireless Service Provider”). The “Network” is the method by which a
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Palm.Net™ Service Agreement and Other Product Information
Page 277
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Page 278
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Palm.Net™ Service Agreement and Other Product Information
Page 279
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Page 280
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THIRD PARTY RIGHTS.
8.4 PALM, INC. MAKES NO WARRANTY THAT THE SERVICE WILL MEET
YOUR REQUIREMENTS, OR THAT THE SERVICE WILL BE UNINTERRUPTED,
TIMELY, SECURE, OR ERROR FREE; NOR DO PALM, INC. OR ITS LICENSORS
MAKE ANY WARRANTY AS TO THE RESULTS THAT MAY BE OBTAINED FROM
THE USE OF THE SERVICE OR AS TO THE ACCURACY, COMPLETENESS OR RELIABILITY OF ANY INFORMATION OBTAINED THROUGH THE SERVICE. PALM,
INC. AND/OR ITS LICENSORS MAY MAKE IMPROVEMENTS AND/OR CHANGES IN THE SERVICE AT ANY TIME.
8.5 YOU UNDERSTAND AND AGREE THAT ANY MATERIAL AND/OR
DATA DOWNLOADED OR OTHERWISE OBTAINED THROUGH THE USE OF THE
SERVICE IS DONE AT YOUR OWN DISCRETION AND RISK AND THAT YOU WILL
BE SOLELY RESPONSIBLE FOR ANY DAMAGE TO YOUR PALM VII DEVICE AND/
OR YOUR COMPUTER SYSTEM OR LOSS OF DATA THAT RESULTS FROM THE
DOWNLOAD OF SUCH MATERIAL AND/OR DATA.
8.6 PALM, INC. MAKES NO WARRANTY REGARDING ANY GOODS OR SERVICES PURCHASED OR OBTAINED THROUGH THE SERVICE OR ANY TRANSACTIONS ENTERED INTO THROUGH THE SERVICE.
8.7 NO ADVICE OR INFORMATION, WHETHER ORAL OR WRITTEN, OBTAINED BY YOU FROM PALM, INC. OR THROUGH THE SERVICE SHALL CREATE
ANY WARRANTY NOT EXPRESSLY MADE HEREIN.
8.8 SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OF CERTAIN
WARRANTIES, SO SOME OF THE ABOVE EXCLUSIONS MAY NOT APPLY TO
YOU.
Palm.Net™ Service Agreement and Other Product Information
Page 281
9.
Limitation Of Liability For The Service.
9.1 Palm, Inc. shall not be liable for any loss, injury, claim, liability or damage of any
kind resulting in any way from (i) your use of the Service, (ii) your use of any equipment in connection with the Service, or (iii) the content of materials included with or accessed via use of the Service, or (iv) any goods or services purchased through the
Service. Neither Palm, Inc. nor any Wireless Service Providers shall have any liability of
any kind, direct or indirect, to you for any damages other than actual damages directly
or proximately resulting from the failure, delay, or nonperformance of the Service. The
limitations stated in this Section 9 (“Limitation of Liability”) also apply to Venue Hosts
and Wireless Service Providers.
9.2 PALM, INC., WIRELESS SERVICE PROVIDERS AND/OR PALM, INC.’S LICENSORS SHALL NOT BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL,
SPECIAL OR CONSEQUENTIAL DAMAGES, WHETHER BASED IN CONTRACT,
TORT (INCLUDING NEGLIGENCE), STRICT LIABILITY, OR OTHERWISE, RESULTING FROM THE USE OR THE INABILITY TO USE THE SERVICE, RELATED FACILITIES, EQUIPMENT OR SOFTWARE, EITHER SEPARATELY OR IN COMBINATION
WITH ANY OTHER SERVICES, FACILITIES, EQUIPMENT, OR SOFTWARE,
WHETHER OR NOT PERFORMED OR PROVIDED UNDER THIS AGREEMENT, OR
FOR COST OF PROCUREMENT OF SUBSTITUTE GOODS AND SERVICES OR RESULTING FROM ANY GOODS OR SERVICES PURCHASED OR OBTAINED OR
MESSAGES RECEIVED OR TRANSACTIONS ENTERED INTO THROUGH THE SERVICE, OR RESULTING FROM UNAUTHORIZED ACCESS TO OR ALTERATION OF
YOUR TRANSMISSIONS OR DATA, INCLUDING BUT NOT LIMITED TO, DAMAGES FOR LOSS OF PROFITS, USE, DATA OR OTHER INTANGIBLE, EVEN IF PALM,
INC., WIRELESS SERVICE PROVIDERS AND/OR PALM, INC.’S LICENSORS HAVE
BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES.
9.3 NOTWITHSTANDING ANY OTHER PROVISION OF THIS AGREEMENT,
THE MAXIMUM LIABILITY OF PALM, INC. FOR DAMAGES HEREUNDER SHALL
NOT EXCEED $100.00 AND THE MAXIMUM COLLECTIVE LIABILITY OF PALM,
INC. AND WIRELESS SERVICE PROVIDERS FOR ACTUAL DAMAGES DIRECTLY
AND PROXIMATELY RESULTING FROM THE FAILURE, DELAY, OR NONPERFORMANCE OF THE SERVICE HEREUNDER SHALL BE LIMITED SOLELY TO THE
AMOUNT PAID BY YOU TO PALM, INC. FOR THE SERVICE DURING SUCH PERIOD OF FAILURE, DELAY, OR NONPERFORMANCE.
9.4 SOME JURISDICTIONS DO NOT ALLOW THE LIMITATION OR EXCLUSION OF LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES SO
SOME OF THE ABOVE LIMITATIONS MAY NOT APPLY TO YOU.
10. Third Party Rights. The provisions of this Agreement are for the benefit of Palm,
Inc., Venue Hosts, and their respective licensors. Each of these individuals or entities
shall have the right to assert and enforce this Agreement on its own behalf.
11.
Messaging Service Terms and Conditions.
Page 282
11.1 Rules of Use. If you elect to use the Wireless Internet Messaging Service (the
“Messaging Service”), you hereby agree to comply with the additional terms and conditions set forth in this Section 11 (“Messaging Terms and Conditions”). You further
agree that this Agreement applies with equal force and effect to your use of the Messaging Service.
(a) You are solely responsible for the contents of your transmissions through
the Messaging Service. Your use of the Messaging Service is subject to all applicable local, state, national and international laws and regulations.
(b) You agree: (1) to comply with US law regarding the transmission of technical data exported from the United States through the Messaging Service; (2) not to use
the Messaging Service for unlawful or wrongful purposes, including, but not limited to,
distributing material that (i) is copyrighted (except to the extent expressly permitted by
the copyright owner), (ii) is obscene, libelous, harassing or discriminatory, (iii) is protected by trade secret, (iv) is an invasion of the privacy of a third party; (v) creates a clear
and present danger, or (vi) advocates unlawful conduct; (3) not to interfere or disrupt
networks connected to the Messaging Service; and (4) to comply with all regulations,
policies and procedures of networks connected to the Messaging Service.
(c) You agree not to use the Messaging Service for chain letters, junk mail,
spamming or any use of distribution lists to any person who has not given specific permission to be included in such a process.
11.2 Modifications To Messaging Service. Palm, Inc. reserves the right to modify or
discontinue the Messaging Service with or without notice. Palm, Inc. shall not be liable
to you or any third party should Palm, Inc. exercise its right to modify or discontinue the
Messaging Service. You agree that Palm, Inc. has no obligation to monitor or regulate the
transmissions sent by you. Palm, Inc. will endeavor to keep your messages private, viewable only by you and the person to whom you address it. However, systems operators
may need to look at your messages if Palm, Inc. believes it is necessary to protect itself
or others from injury or damage; for example, if Palm, Inc. has reason to believe you are
involved in illegal activities which could lead the authorities to seize or search its system. Palm, Inc. reserves the right to the appropriate action if it becomes aware of any use
of the Messaging Service which Palm, Inc. believes violates any law or is otherwise
wrongful, including immediately terminating your access to the Messaging Service, but
Palm, Inc. will not monitor messages unless it believes the Messaging Service is being
misused.
11.3 No Resale Or Commercial Use Of The Service. Your right to use the Messaging Service is personal to you. You agree not to resell the use of the Messaging Service,
without the express written consent of Palm, Inc.
11.4 Indemnification. Since you are responsible for your transmissions and their
consequences, you agree to indemnify and hold Palm, Inc., its parents, subsidiaries, affiliates, officers and employees, harmless from and against any claim or demand, including reasonable attorneys' fees, made by any third party resulting from or arising out
of your use of the Messaging Service (or the Messaging Service by persons using your
password), your violation of this Agreement, or the infringement by you, or other user
of the Messaging Service using your computer or password, of any intellectual property
or other right of any person or entity.
Palm.Net™ Service Agreement and Other Product Information
Page 283
12.
General.
12.1 Entire Agreement. This Agreement is intended as the complete, final and exclusive statement of the terms of the agreement between the parties relating to the subject matter hereof and supersede all prior understandings, writings, proposals,
representations or communications, oral or written, relating to the subject matter hereof. Palm, Inc. may make changes to this Agreement by notifying you in accordance with
Section 12.3. No change requested by you shall be binding upon Palm, Inc. unless agreed
to in writing executed by both parties.
12.2 Force Majeure. Except with respect to your payment obligations under this
Agreement, neither party shall be liable to the other party for any alleged loss or damages resulting from delays in performance caused by acts of the other party, acts of civil
or military authority, governmental priorities, earthquake, fire flood, epidemic, quarantine, energy crisis, strike, labor trouble, war, riot, accident, shortage, delay in transportation, or any other causes beyond the reasonable control of the party whose
performance is so delayed.
12.3 Notices. You may send notices to Palm, Inc. by postal mail or by express delivery, addressed to Palm, Inc. at 5400 Bayfront Plaza, Santa Clara, CA 95052-8145, Attention: Palm VII Customer Care or at such other address as Palm, Inc. may provide. Palm,
Inc. may send notices to you electronically by facsimile, desktop e-mail, or by postal
mail, addressed to you at your last known address or number. All notices shall be
deemed to have been given and received on the earlier of actual delivery or three (3)
days from the date of postmark.
12.4 Waiver. A waiver of any default hereunder or of any of the terms and conditions of this Agreement shall not be deemed to be a continuing waiver or a waiver of
any other default or of any other term or condition, but shall apply solely to the instance
to which such waiver is directed. The exercise of any right or remedy provided in this
Agreement shall be without prejudice to the right to exercise any other right or remedy
provided by law or equity.
12.5 Severability. In the event any provisions of this Agreement are found to be invalid, illegal or unenforceable, the validity, legality and enforceability of any of the remaining provisions shall not in any way be affected or impaired thereby.
12.6 Assignment. Assignment of this Agreement shall be prohibited without the
express written consent of the other party; except that Palm, Inc. shall be entitled to assign its rights and obligations hereunder to any subsidiary or affiliate or in connection
with a merger or other business combination in which Palm, Inc. is not the surviving entity. Any attempted assignment in violation of this provision shall be null and void.
12.7 Governing Law. THE VALIDITY, PERFORMANCE, CONSTRUCTION,
AND INTERPRETATION OF THIS AGREEMENT SHALL BE GOVERNED BY THE
LAWS OF THE STATE OF CALIFORNIA, EXCLUDING CONFLICTS OF LAWS PRINCIPLES. The Superior Court of Santa Clara County and/or the United States District
Court for the Northern District of California shall have jurisdiction and venue over all
controversies in connection herewith.
Page 284
12.8 Arbitration. All disputes, claims, and controversies between the parties arising out of or related to this Agreement or the breach thereof (except for non-payment or
late payment; and breach of any obligation of confidentiality or infringement of any intellectual property right for which an injunction may be sought) shall be settled by arbitration. The arbitration shall be conducted by one arbitrator under the then current
Commercial Arbitration Rules of the American Arbitration Association. The power of
the arbitrator shall be limited to that possessed by a Superior Court Judge in California.
The arbitrator is prohibited from awarding damages or remedies in excess of those allowed by the provisions of this Agreement. The decision and award of the arbitrator
shall be final and binding and judgment on the award so rendered may be entered in
any court having jurisdiction thereof. The arbitration shall be held in Santa Clara County, California, or a mutually convenient location, and the award shall be deemed to be
made in California.
12.9 Survival. Sections 4 (“Charges and Billing Practices”), 5.3 (“Additional Charges”), 8 (“Disclaimer of Service Warranties”), 9 (“Limitation Of Liability For The Service”), 11.4 (“Indemnification”), and 12 (“General”) shall survive the expiration or
termination of this Agreement.
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.
Palm.Net™ Service Agreement and Other Product Information
Page 285
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 VII Product Family
Palm, Inc.
5400 Bayfront Plaza
PO Box 58007
Santa Clara, California 95052-8007
United States of America
(408) 326-5000
Tested to Comply
With FCC Standards
FOR HOME OR OFFICE USE
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.
Waarschuwing!
Bij dit produkt zijn batterijen geleverd. Wanneer deze leeg zijn, moet u ze niet weggooien maar inleveren als KCA.
Page 286
Uwaga
Palm.Net™ Service Agreement and Other Product Information
Page 287
Page 288
Index
A
AAA batteries. See Batteries
ABA (Address Book archive file) 41
Accented characters
Graffiti writing 38
onscreen keyboard 40
Account on Palm.Net service 126
Activating the Palm.Net service 14,
125
Add-on applications 46–49, 244
Address Book
*If Found Call* entry 96
adding custom fields 99
archive files (.aba) 41
business card for beaming 185
categorizing records 68
conduit for synchronizing 191
creating records 61, 95–96
deleting records 63
displaying category 99
displaying data in the Address
list 98
duplicating records 98
finding records 71–72
fonts 79
menus 98
notes for records 78–79
opening 57
overview 57
pressing button to beam
information 187
private records 78
sorting records 75
Address on Palm.Net network 124
Agenda (Date Book view) 92
Airline regulations on use of wireless
devices 121
Alarm
preset 94
setting 85
sound 94, 215, 249
for untimed events 86
Index
Alphabet
Graffiti writing 34
onscreen keyboard 18, 24
Antenna
best positions 6, 129, 251
location 5
pen stroke to open
application 211
proper use 121, 241
replacing 241–242
Application buttons 6, 19
for beaming 187
for cycling through views 56, 57,
58, 59
reassigning 210
Applications
Address Book 57
beaming 185–186
Calculator 59
categories 43–44
Date Book 56
Expense 60
font style 80
iMessenger 137
installing 46–49
Memo Pad 59
opening 20
plug-in 230
preferences for 45
problems with 252
removing 49
security 50
size in kilobytes 261
third-party 261
To Do List 58
version of 261
viewing as icons 44
viewing as list 44
web clipping applications 129
See also Add-on applications
Applications Launcher 19–20, 43–45
Archive files
importing data from 41
for main applications 41
saving deleted records 63
saving purged records 64
Arrows 19
Page 289
Attachments
iMessenger application 145, 157
Mail 179
Automatic fill, in Expense 120
Auto-off delay 214
Autotext. See Graffiti ShortCuts
B
Backlight 5, 211
Bar graph showing signal
strength 128
Batteries
backup power when
removed 238
battery door 7, 9
battery life 238
conserving power 214
gauge 20
installing 9, 10
See also Transmitter
Battery
warning 286–287
BCC (blind carbon copy) 158, 170
Beaming
See also Infrared
Beaming information 185–187
categories 186
location of IR port 5
pen stroke to activate 212
problems with 259
Billing 126, 131, 279
Bold font for text 79
Brightness control 7
Business card for beaming 185
Buttons preferences 210
C
Calculator
buttons explained 108
memory 108
opening 60
overview 59
recent calculations 60, 108
Calibration 17, 213, 250
Call Waiting, disabling 201, 222
Page 290
Calling card, using in phone
settings 201, 223
Capital letters (Graffiti writing) 35
Caring for the handheld 237
Categories
application 43–44
assigning records to 67–68
beaming 185–186
creating 69–70
default 67
displaying 68, 99, 252
folders for e-mail 176
folders for iMessenger
messages 155
merging 71
renaming 70
using in Applications
Launcher 44
cc:Mail 162
Certicom 126
Chain calculations 108
Characters, Graffiti 31
Charging the transmitter 10
Check boxes 18
Check marks to mark read items
e-mail (Mail) 164
messages (iMessenger
application) 139
Clearing Calculator entries 108
Clippings
response to query 129
reviewing 132–135
saving information
from 135–136
size of 134
COM port 194, 195
COM port. See Serial port
Combining categories 71
Comma delimited files, importing
data from 41
Command
buttons 18, 126, 131
equivalents (Graffiti writing) 23
toolbar 23
Compressing Day view 94
Computer keyboard, entering data
with 26
Index
Conduits
for connecting to PIMs 14
for modem HotSync
operations 201
for synchronizing
applications 253, 191–192,
244–245
Confirming e-mail 172
Conflicting events 91
Connecting
to Internet 129, 138
service templates 224
to server or ISP 223
Connection
preferences 218
selecting for network 220
Continuous events
deleting from Date Book 63
scheduling 86
Contrast control 7
Copy Page command in web clipping
applications 135
Copying text 62
Country default setting 213
Coverage of Palm.Net service 125,
126
Cradle
connecting to serial port 8
for local HotSync operations 66,
197
Creating
Address Book entries 95–96
categories 43–44, 69–70
currency symbols 113
custom fields in Address
Book 99
Date Book events 81
e-mail in Mail 165–167
Expense items 110
expense reports in Excel 116–119
memos 105
messages in iMessenger
application 145–147
notes for records 78
queries to submit to
Internet 130–131
records 61
Index
To Do List items 100
Currency
default 113
defining 113
for Expense items 112
Current date 29, 252
Current time 20
displaying in Date Book 89
setting 28
Custom currencies and symbols 113
Custom expense reports 263–273
Custom fields in Address Book 99
Customer support 125, 127, 247, 261
Customizing. See Preferences
Cutting text 62
Cycling through views 56, 57, 58, 59
D
Data entry. See Entering data
Date Book
adding Address Book data to
records 73–74
Agenda view 92
alarm 85
archive files (.dba) 41
changing event time 85
changing event to untimed 84
conduit for synchronizing 191
conflicting events 91
continuous events 86–88
creating records 61, 81–85
Day view 89
deleting records 63
display options 93
end time for Day view 94
fonts 79
menus 93
Month view 91
notes for records 78–79
opening 56
overview 56
private records 78
purging records 64
repeating events 63, 86–88
scheduling events 81–85
selecting dates 83
start time for Day view 94
Page 291
Sunday or Monday to start
week 214
switching views 89
untimed events 81, 84
Week view 89, 214, 252
Dates
Expense item 111
setting current 29, 252
showing in iMessenger list 156
showing in Mail list 177
To Do List record due 102
Day (Date Book view) 81, 94
DBA (Date Book archive file) 41
Decimal point 214
Default
categories 67
currency in Expense 113
proxy server 235
settings. See Preferences
Deleted
data, saving in archive files 63
e-mail, recovering 175
iMessenger messages,
recovering 155
Deleting
applications 46, 49
Desktop software 50
e-mail 175
Graffiti characters 33
iMessenger messages 154
iMessenger messages from
network 158
passwords 51
records 63
service templates 230
text 62
See also Purging records
Delivering
e-mail (Mail) 169, 172
messages (iMessenger
application) 151
Desktop E-Mail application
applications supported 162
managing 161–184
support of Mail features 169
Desktop software 12–13
configuring mail 162–164
Page 292
displaying euro 115
for entering data 26
linking to external files 206
removing 50
saving deleted data to an archive
file 63
system requirements 4
upgrading 10
See also PIM
Diagnostics application
monitoring signal strength 128,
251
monitoring transmitter
charge 239
Digitizer 17, 213, 250
Distribution lists in iMessenger
application 144
DNS (Domain Naming System) 226
Double-booked events 91
Downloading iMessenger
messages 139–145
Drafts
in iMessenger application 153
in Mail 174
Dragging
memos into other
applications 59
stylus to activate features 211
using the stylus 17
Driver for infrared communication
on Windows 95 194
Duplicating addresses 98
E
Editing
records 61–63
unsent e-mail (Mail) 173
unsent messages (iMessenger
application) 152
Elliptic curve cryptography 126
E-mail addresses
in Address Book 97, 98
looking up (iMessenger
application) 148–149
looking up (Mail) 168–169
E-mail items. See Mail
Encryption 126
Index
Entering data 24–27
importing from other
applications 41–42
problems with 250
using Graffiti writing 31–40
using the computer keyboard 41
using the onscreen keyboard 40
Entries. See Address Book
Eudora 162
Euro
displaying on desktop
computer 115
in Expense 113
printing 116
problems with 252
Events. See Date Book
Excel, transferring Expense data
to 115–119
Exchange 162
Exchanging data. See HotSync
Exclamation marks in To Do List 103
Expense
adding Address Book data to
records 74–75
categorizing records 68
conduit for synchronizing 191
creating records 61, 110
currency 112
date of item 111
defining new currency 113
deleting records 63, 87
menus 119
notes for records 78–79
opening 60
overview 60
purging records 64
receipt details 111
reports in Excel 116–119,
263–273
sorting records 75
templates for reports 117
type 112, 120
vendor 112
External keyboard 27
F
FAQ 247–261
Index
FCC Statement 285
Federal Aviation Administration
(FAA) guidelines on using
wireless devices 121
Files, linking to external 206
Filing
e-mail (Mail) 175
messages (iMessenger
application) 154
Filters for e-mail 179–182
Finding
applications, using Graffiti
writing 20
e-mail addresses (iMessenger
application) 148–149
e-mail addresses (Mail) 168–169
information in
applications 71–75
phone numbers 73–74
using the Find application 72
Folders
for e-mail (Mail) 176
for messages (iMessenger
application) 155
Fonts 79, 80, 115
Formats preferences 213
Frequently asked questions 247–261
Frozen handheld 249
G
Games 48, 215
General preferences
alarm sounds 215
auto-off delay 214
system sounds 215
Getting more of truncated
messages 142–143
Glossary. See Graffiti ShortCuts
Graffiti
accented characters 38
alphabet 31, 34
basic concepts 31
capital letters 35
Command stroke 23, 150
defined 25
Giraffe game for practicing 49
how to write characters 32
Page 293
and iMessenger application 158
IR operation 193–198
linking to external files 206
local operation 66, 190, 254
Manager 194, 196
modem operation 191, 198–202,
255–256
modem settings 199
network operation 203–206
operations using cradle 197, 216
operations using IR
port 196–197, 217–218
options for filtering
e-mail 178–182
problems with 253–258
problems with IR 256
before replacing batteries 238
setting options 189–191
for synchronizing data 12
using with another PIM 50
menu commands 23
moving the cursor 39
numbers 35
online Help 63, 211
problems using 250
punctuation marks 36
ShortCuts for entering data 39,
233–234
symbols 37
tips 33
writing 31–40
writing area 6, 32
H
Handheld
interface elements 18
locking 52
problems with 247–261
setting up 10
turning on and off 5
unique name 12
Hard reset 244
effect on iMessenger
application 158
after upgrading 12
Header information
in iMessenger application 143,
146
in Mail 165, 167
Help
Graffiti 63
online Tips 24
Hiding records 76
High Priority e-mail filter 182
History, list of clippings 134
HotSync
buttons preferences 212
conduits for synchronizing
applications 191–192,
244–245
customizing 191
defined 65
first-time operation 65–67,
207–208
for managing desktop
E-Mail 163–164
HotSync Manager 65
Page 294
I
Icons
alarm 85
application 18, 44
in iMessenger application 139,
159
note 79
online Tips 24
onscreen 250
over-the-air 131
repeating event 87
security (for wireless
transactions) 126
for web clipping
applications 129
Idle timeout of ISP or server
connection 225
Ignoring e-mail. See Filters for e-mail
iMessenger application
address 124, 234
address lookup 148–149
attachments 145
canceling transactions 140
checking for messages 139–140
closing messages 140
copy of outgoing messages 158
Index
creating messages 145–147
deleting messages 154, 158
different from Mail 137
draft messages 153
editing unsent messages 152
filing messages 154
folders 155
fonts 79
forwarding address 158
icons in 139
log of wireless transaction 140
long messages 141–143
mailbox on network 157
menus 159
opening messages 140–145
opening upon raising
antenna 211
overview 16, 124, 137
purging deleted messages 155
recovering deleted messages 155
replying to messages 147
rerouting replies 149
sending messages 145–147, 151
short messages 141
showing dates 156
signature 150
sorting messages 157
synchronizing after hard
reset 158
undeliverable messages 157
viewing messages 139–145
Importing data 27, 41–42
Inbox
iMessenger application 156
Mail 177
information 186
Infrared
connections 216
HotSync operations 196–197,
217–218
installing Windows 95
driver 194
port 193, 195
problems with IR HotSync
operations 256
requirements for computer 193
Infrared port. See IR port
Index
Installing
applications 46–49
batteries 9
conduit to install
applications 191
Desktop software 13, 248
Mail. See Mail, desktop
configuration
InSync Online 127
Interface elements 18
International characters
Graffiti writing 38
onscreen keyboard 40
Internet. See iMessenger application
and Web clipping applications
IP address
for Network preferences 226
for Palm.Net proxy server 234
for service template 224
IR port 5
See also Beaming information
IR. See Infrared
IrCOMM 193, 216
IrDA (Infrared Data Association) 193
Items. See To Do List or Expense
K
Keyboard
computer 41
onscreen 18, 40, 211
Kilobytes (KB) 131, 134, 135
kinds 16
L
Letters
font style 80
Graffiti 31, 34
onscreen keyboard 40
List, in Applications Launcher 44
Locking the handheld with a
password 52, 212, 232
Log of iMessenger transactions 140
Login scripts 227–230, 275
Looking up Address Book data
to add to other records 73–74
scrolling in Address list 71
Page 295
to add to e-mail (Mail) 168–169
to add to messages (iMessenger
application) 148
Lost handheld, contact for 96
Lost records 252
Lotus
1-2-3, for expense reports 272
cc:Mail 162
Organizer, importing data
from 41
M
Macintosh 115, 193, 227
Macintosh compatibility 4, 159
Mail
address lookup 168–169
attachments 179
BCC (blind carbon copy) 169,
170
changing setup 164
closing e-mail 165
confirm delivery 169, 172
confirm read 169, 172
creating e-mail 165–167
deleting e-mail 175
desktop configuration 162–164
different from iMessenger
application 137
draft e-mail 174
editing unsent e-mail 173
filing e-mail 175
filtering options 178–182
folders 176
fonts 79
HotSync options 163–164
menus 183
opening e-mail 164
overview 161–162
priority of delivery 169, 170
purging deleted e-mail 176
recovering deleted e-mail 175
replying to e-mail 167
sending 172
showing dates 177
signature 169, 171–172
sorting e-mail 177
synchronizing 164
Page 296
truncating e-mail 183
viewing e-mail 164
Mailbox on Palm.Net network 157
Main applications 19
Maintenance information 237
MapQuest 123
Maps of Palm.Net coverage 126
Masking records 76
Memo Pad
adding Address Book data to
records 73–74
archive files (.mpa) 41
categorizing records 67
conduit for synchronizing 191
creating records 61, 105
deleting records 63, 87
dragging memos into other
applications 59
fonts 79
menus 106, 109
opening 59
overview 59
private records 78
reviewing memos 105
sorting records 75, 252
Memory
amount of free 261
for beaming 259
Calculator 108
regaining 64, 249
Memos. See Memo Pad
Menus 22–23, 250
Address Book 98
choosing 22
command equivalents (Graffiti
writing) 23
command toolbar 23
Date Book 93
Edit menu 62–63
Expense 119
iMessenger application 159
Mail 183
Memo Pad 106, 109
menu bar 18, 22
Network Preferences 230
pop-up (iMessenger
application) 159
Index
To Do List 104
web clipping applications 136
Messages. See iMessenger application
Microsoft
Excel, transferring Expense data
to 115–119
Exchange 162
Outlook, connecting to 14, 162,
253
Windows 95, 98 193
Windows Messaging 4.0 162
Modem
connections 216
HotSync operations via 198–202,
255–256
setup after upgrade 11
Monday, to start week 214
Month (Date Book view) 91, 94
Moving the cursor (Graffiti
writing) 39
MPA (Memo Pad archive file) 41
N
Network
connecting 224
connection type 225
HotSync operation 203–206
idle timeout 225
login scripts 227–230
Palm.Net service 125
password 220
phone settings 221
preferences 218–232
primary DNS 226
secondary DNS 226
selecting connection 220
selecting service 219
TCP/IP 218
user name 219
NiCad (nickel-cadmium)
battery 239–240
Notes, attaching to records 78–79
Numbers
decimal point and thousands
separator 214
Graffiti writing 35
onscreen keyboard 18, 24, 40
Index
O
1-2-3, for expense reports 272
Onscreen keyboard 24, 40, 63
pen stroke to open 211
Opening
Address Book 57
applications 19–20
Calculator 60
Date Book 56
Expense 60
iMessenger application 138
Mail 164
Memo Pad 59
To Do List 58
web clipping
applications 129–130
Organizer (Lotus PIM) 41
Outbox
iMessenger application 151, 156
Mail 172, 177
Outlook, connecting to 14, 162, 253
Overlapping events 91
Owner preferences 232
P
Palm Desktop software. See Desktop
software
Palm.Net service
account status 126
activating 14
mailbox on 157
maps of coverage 126
network 125
overview 14, 124
password 15
protection of wireless
transactions 125
service agreement 277
signal strength 127
support information 127
username 15
web clipping application 127
web site 126
Passwords 50–53
changing 51
creating 51
Page 297
deleting 51
for network 220
forgotten 53, 260
for Palm.Net service 15, 251
Pasting text 62
Payment, Expense item 112
PDB (add-on application file
extension) 47
Pen stroke, full-screen 211–212
Personal information managers. See
PIM
Phone Lookup 73–74
Phone numbers
selecting for Address list 98
selecting types 97
Phone settings for ISP or dial-in
server 221–223
Pick lists 18, 130
PIM (personal information manager)
in upgrading process 10
using HotSync Manager with 50
using with handheld 14
Plug-in applications 230
Pop-up menus (iMessenger
application) 159
Ports
IR on handheld 193
simulated for infrared
communication 195
Power button 5
PPP 224
PQA (web clipping application file
extension) 47
PRC (add-on application file
extension) 47
PRC (application file extension) 230
Preferences 28
Buttons 210
choosing 45
Connection 218
Digitizer 213
Formats 213
General 214
HotSync buttons 212
Network 218–232
Owner 232
ShortCuts 233
Page 298
Wireless 234
Primary DNS 226
Printing
expense reports from
Excel 116–119
records from applications 12
Prioritizing To Do List records 100,
103
Priority of delivery (Mail) 170
Private records
displaying and creating 76–78,
252
lost with forgotten password 53
See also Security
Problems with handheld 247–261
Profiles 207
Proxy server for Palm.Net service 234
Punctuation marks
Graffiti writing 36
onscreen keyboard 40
Purging
deleted e-mail (Mail) 176
deleted messages (iMessenger
application) 155
records 64
See also Deleting
Q
QUALCOMM 162
Quattro Pro, for expense reports 272
R
Radio signal 121, 127, 251
Range of times in Day view 94
Reading e-mail on handheld 164
Receipts, recording in Expense 111
Receiving data. See Beaming
information
Reception 127, 251
Recharging the transmitter 239
Records
Address Book 95
beaming 185–186
choosing categories 67
copying address 98
creating 61
Index
Date Book 81
defined 61
deleting 63, 87
displaying a category of 68
duplicating address 98
editing 61–63
Expense 110
fonts 79
hiding private 50, 76
lost 252
masking private 50, 76
Memo Pad 105
notes for 78–79
number of 261
private 76–78
purging 64
sorting 75–76
To Do List 100
Recovering
deleted e-mail (Mail) 175
deleted messages (iMessenger
application) 155
filed e-mail (Mail) 175
filed messages (iMessenger
application) 154
Recycling NiCad battery 240
Removing
applications 49
Desktop software 50
Renaming categories 70
Repeating events
changing 87–88
deleting from Date Book 63
scheduling 86
Replacing antenna 241–242
Replying to mail
in iMessenger application 147,
149
in Mail 167
in web clipping applications 136
Requirements 4
Rerouting replies to messages
(iMessenger application) 149
Rescheduling events 85
Resetting handheld
hard reset 244
location of reset button 7, 243
Index
soft reset 243
tool for 243
Responses to queries. See Clippings
Retrieving e-mail. See Filters for
e-mail
S
Saving
clippings 135–136
data 43, 61, 63
draft e-mail (Mail) 174
draft messages (iMessenger
application) 153
Scheduling events 81–85
Screen
backlight 5
blank 249
calibrating 17, 213
caring for 237
touching with your finger 5
Scroll bar 19
Scroll button 6
Searching. See Finding
Secondary DNS 226
Security 50–53
changing password 51
deleting password 51
displaying owner’s name 232
forgotten password 53
locking the handheld 52
preventing transmission of
location and ID 235
private records 76–78
of wireless transactions 125
Selecting
date for event 83
e-mail to be synchronized. See
Filters for e-mail
phone numbers in Address
Book 97
text 62
Sending
data. See Beaming information
e-mail (Mail) 165–167, 172
messages (iMessenger
application) 145–147, 151
Page 299
messages from web clipping
applications 136
queries to Internet 131
Separators between addresses 146,
166
Serial
connections 216
Serial port 8, 190, 198
Service agreement, Palm.Net 277
Service templates 224, 230
Service, Palm.Net 124
Service, selecting for network 219
Setting up handheld 10
Settings. See Preferences
ShortCuts
backing up 191
managing 233–234
menu commands 23
predefined 40
using 39
Showing dates
in iMessenger list 156
in Mail list 177
Signal strength 127–128, 251
Signature
for e-mail (Mail) 171–172
for messages (iMessenger
application) 150
Simulated port for infrared
communication 195
Soft reset 243
Sorting
applications 44
e-mail (Mail) 177
messages (iMessenger
application) 157
records 75–76, 252
Sounds. See Alarm and System
sounds
Starting applications
basic applications 19–20
iMessenger application 138
web clipping applications 129
Storing
e-mail (Mail) 172, 175
messages (iMessenger
application) 151
Page 300
Stylus
dragging with 17
pen stroke to activate a
feature 211
reset tool 243
tapping with 17
writing with 7, 31
Submitting queries to Internet 131
Sunday, to start week 214
Symbols
for currency 112
in Graffiti writing 37
See also Icons
Synchronizing data. See HotSync
System conduit 191
System requirements for Desktop
software 4
System sounds 215
T
Tab delimited files, importing data
from 41
Tapping 17, 250
TCP/IP 218, 231
TDA (To Do List archive file) 41
Technical Support 125, 127, 247, 261
Templates for expense reports 117
Text
copying 62
cutting 62
entry. See Entering data
fonts for 79
selecting all 62
Text files, importing data from 41
Thousands separator 214
Time
alarm setting 85
format 214
setting current 28
setting event 81
start and end for Date Book Day
view 94
Time bars in Date Book 93
Tips, online 24
To Do List
adding Address Book data to
records 73–74
Index
archive files (.tda) 41
categorizing records 67, 103
completed items 103
completion date 103
conduit for synchronizing 191
creating records 61, 100
deleting records 63, 87
due date 102, 103
fonts 79
menus 104
notes for records 78–79
opening 58
overview 58
prioritizing records 100, 103
private records 78
problems with 252
purging records 64, 103
sorting records 75
Today. See Current date
Transferring data. See HotSync
Transmitter 10, 239
Transmitting data. See Beaming
information
Troubleshooting 247–261
Truncated messages (iMessenger
application) 142–143
Truncating e-mail (Mail) 183
Turning off handheld
automatically 214
pen stroke for 212
power button 5
problems with 249
Turning on handheld
application buttons 6
displaying owner’s name 232
power button 5
problems with 249
U
Undeliverable iMessenger
messages 157
Undoing actions 62
Uninstalling Desktop software 50
Unresponsive handheld 249
Unsent e-mail, editing 173
Unsent iMessenger messages,
editing 152
Index
Untimed events 81, 84, 86
Updating data. See HotSync
Upgrading 10–12
User profiles 207
User-defined categories 67
Username
identifying handheld 232
for ISP 219
for Palm.Net service 15, 234
unique for each handheld 12
V
Vendor for Expense item 112
W
Web clipping 136
example 133–134
overview 16, 121–123
Web clipping applications
downloading new 124
example 133–134
going back through pages 132
menus 136
overview 122, 129
for Palm.Net service 127
preferred application to
open 211
preventing transmission of
location and ID 235
reviewing clippings 134
saving information
from 135–136
sending messages from 136
stopping transactions 132
submitting queries 131
Web sites 14, 126, 194
Week (Date Book view) 89–90, 214,
252
Windows Messaging (Microsoft) 162
Wireless communication service. See
Palm.Net service
Wireless features. See iMessenger
application and Web clipping
applications
Wireless Internet messaging. See
iMessenger application
Page 301
Wireless preferences 234
Writing area 6
Writing. See Entering data
X
XLT (Expense report template in
Excel) 117
Y
Yahoo! People Search 133
Page 302
Index
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