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Chapter 5

Page 109

Chapter 5

Communicating Using
Your Organizer

The previous chapter described the features of your Palm III™
organizer that help you stay organized. This chapter describes the
features that help you stay connected.

■

Managing desktop E-Mail

: Using your organizer, you can read, reply

to, compose, and delete e-mail from your desktop E-Mail
application while you’re away from your desk.

■

IR beaming

: The infrared port located at the top of your organizer

lets you send data from your organizer — including entire
applications — to any other Palm Computing

®

connected

organizer 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
organizer. To send or receive e-mail, you must perform a

HotSync

®

operation either locally, using the organizer cradle, or

remotely, using a modem.

The key to Mail is that it truly synchronizes the mail in the Inbox of
your desktop E-Mail application with the mail on your organizer. 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 organizer and leave it in your
Inbox, your next HotSync operation marks it as read in your desktop
E-Mail application.

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Summary of Contents for III

Page 1: ...Handbook for the Palm III Organizer ...

Page 2: ...ftware 3Com Corporation 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 cop ies of all important data on other media to protect against data loss Important Please read the 3Com End User Software License Agreement contained in this handbook before using the accompanying software...

Page 3: ...mizing your organizer 19 Palm Desktop organizer software 20 Connecting the cradle 21 Using your organizer with another PIM 22 Chapter 2 Entering Data in Your Palm III Organizer Using Graffiti writing to enter data 23 Writing Graffiti characters 23 Graffiti tips 25 The Graffiti alphabet 26 Writing capital letters 27 Writing numbers 27 Graffiti numbers 28 Writing punctuation marks 28 Writing symbols...

Page 4: ...Assigning a password 44 Changing or deleting a password 45 Locking your organizer 45 Recovering from a forgotten password 46 Chapter 4 Using Your Basic Applications Overview of basic applications 48 Date Book 48 Address Book 49 To Do List 50 Memo Pad 51 Calculator 51 Expense 52 Common tasks 53 Creating records 53 Editing records 53 Deleting records 55 Purging records 56 Exchanging and updating dat...

Page 5: ...il 124 Message List options 124 HotSync options 126 Creating special filters 127 Truncating e mail items 131 Mail menus 132 Beaming information 133 Chapter 6 Advanced HotSync Operations Selecting HotSync setup options 135 Customizing HotSync application settings 138 Conducting a HotSync operation via modem 140 Preparing your computer 140 Preparing your organizer 141 Selecting the conduits for a mo...

Page 6: ...ormation to a service template 164 Creating a login script 167 Deleting a service template 168 Network preferences menu commands 169 TCP IP troubleshooting 169 Owner preferences 171 ShortCuts preferences 172 Creating a ShortCut 172 Editing a ShortCut 173 Deleting a ShortCut 173 Appendix A Maintaining Your Organizer Caring for your organizer 175 Battery considerations 176 Resetting your organizer 1...

Page 7: ... custom Expense Report 197 Programming the mapping table 198 Using applications other than Microsoft Excel 202 Expense file details 203 Appendix D Non ASCII Characters for Login Scripts Use of char 205 Carriage return and line feed 205 Literal characters 206 Warranty and Other Product Information Limited warranty 207 3Com end user software license agreement 210 FCC Statement 213 Canadian RFI State...

Page 8: ...Page viii Handbook for the Palm III Organizer ...

Page 9: ...ome with it It walks you through Locating all the parts of your organizer Viewing and entering data Using your organizer with your computer Personalizing your organizer with your own preference settings After you become familiar with the basic functionality of your Palm III organizer you can use the rest of this handbook as a reference for less common tasks for maintaining your Palm III organizer ...

Page 10: ...Page 2 About This Book ...

Page 11: ...our schedule details in Date Book so you can view them by the day week or month you can even set an alarm to remind you of important meetings 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 To make sure you don t lose...

Page 12: ...ll the version of Palm Desktop software that comes with your new Palm III organizer into the same folder as your current Palm Desktop software All your data will be preserved when you install the new version in the same folder as the previous version If you use another personal information manager PIM such as Microsoft Outlook you still need to install the most recent HotSync Manager and conduit s...

Page 13: ...i characters Application buttons Activates the individual Palm III organizer applications that correspond to the icons on the buttons Date Book Address Book To Do List and Memo Pad See Buttons preferences in Chapter 7 for details on reassigning these buttons to activate any application on your Palm III organizer Tip If your Palm III organizer is turned off pressing any application button activates...

Page 14: ...iod of inactivity with the Auto off feature See General preferences in Chapter 7 for more information Scroll button Displays text and other information that extends beyond the area of the Palm III organizer 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 th...

Page 15: ...it is not in use and helps reduce glare while you use your Palm III organizer You can open the cover so that it is at an angle open it fully or remove it altogether by pulling the cover out of the holes on the sides of the Palm III organizer To reattach the cover reinsert the pegs in the holes ...

Page 16: ... Appendix A for information about when and how to use the reset button 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 organizer you may need to adjust the contrast control setting Battery door Covers the batteries that power your organizer Serial COM port door Covers the...

Page 17: ...partment Note A diagram in the interior of the battery compartment shows and 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 organizer and clicks into position Important Do not force the battery door When the batteries are correctly installed the bat...

Page 18: ...so that when you tap an element on the screen the organizer can detect exactly which task you want to perform Important Always use the point of the stylus for tapping or making strokes on the organizer screen Never use an actual pen pencil or other sharp object to write on the organizer screen With your organizer turned on you can tap the organizer screen to perform many operations such as the fol...

Page 19: ...find text anywhere in your data 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 ma...

Page 20: ...y for you to open applications the Applications Launcher displays the current time battery level and application category 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...

Page 21: ...cher scrolls to the first application with a name that begins with that letter You can also assign application icons to different categories See Categorizing applications in Chapter 3 Using menus Menus on your organizer are easy to use Once you have mastered them in one application you can use them the same way in all other applications The menus of each application are illustrated in the section ...

Page 22: ...available depend on the application Also the menus and menu commands vary depending on which part of the application you re using For example in Memo Pad the menus are different for the Memo List screen and the Memo screen Graffiti menu commands Most menu commands have an equivalent Graffiti Command stroke which is similar to the keyboard shortcuts used to execute commands on computers The command...

Page 23: ...t write the command letter immediately to choose the menu command Displaying online tips Many of the dialog boxes that appear on your organizer contain an online Tips icon in the upper right corner Online tips anticipate questions you have in a dialog box provide shortcuts for using the dialog box or give you other useful information To display an online tip 1 Tap the Tips icon 2 After you review ...

Page 24: ...n Note You cannot enter Graffiti characters while using the onscreen keyboard Graffiti writing Your Palm III organizer 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 Tap here for alphabetic keyboard Tap here for numeric keyboard Backspace Ca...

Page 25: ... Graffiti writing This section explains how to open Memo Pad and use it to practice Graffiti writing 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 See Using Graffiti writing to enter data in Chapter 2 for more information Write letters here Write numbers here Division marks ...

Page 26: ...tion to synchronize your organizer with your computer See Exchanging and updating data HotSync operations in Chapter 4 for more information Importing data If you already have data in a database on your computer you can import it into the Palm Desktop software You can import data stored in computer applications such as spreadsheets and databases or data from another organizer based on the Palm Comp...

Page 27: ...plications icon 2 Tap the Preferences icon 3 Tap the category pick list in the upper right corner of the screen 4 Tap the Preferences category you want to view The following procedures for setting the time and date give you an example of how to customize your organizer You make changes to the time and date in General preferences To set the current time 1 Tap the Set Time box 2 Tap the up or down a...

Page 28: ...II organizer Changes you make on your Palm III organizer or Palm Desktop software appear in both places after you synchronize With Palm Desktop software you can do the following Work with your Palm III organizer applications on your computer Palm Desktop software duplicates the Date Book Address Book To Do List and Memo Pad applications on your organizer so you can view enter and modify any data s...

Page 29: ...It cannot share a port with an internal modem or other device If you are unsure about the exact location of the serial port on your computer refer to the manual supplied with the computer 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...

Page 30: ...the Palm Desktop software CD ROM into the computer s CD ROM drive or insert the Setup diskette into the diskette drive 3 When the Palm Desktop Installer Menu screen appears click the Install button to begin the installation procedure 4 Follow the onscreen instructions to complete the installation Insert your organizer into the cradle when prompted Using your organizer with another PIM If you prefe...

Page 31: ...iti 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 sh...

Page 32: ... write Graffiti letters 1 Tap the screen where you want your text to go Note You need to tap above the Graffiti writing area and must see a blinking cursor before you write the text 2 Use the tables on the following pages to find the stroke shape for the letter you want to create For example the stroke shown below creates the letter n Note There are two different stroke shapes available for some l...

Page 33: ... in the Graffiti writing area If you do not make Graffiti strokes in the Graffiti writing area your organizer does not recognize them as text characters Graffiti tips When using Graffiti writing keep these tips in mind Accuracy improves when you write large characters You should draw strokes that nearly fill the Graffiti writing area To delete characters simply set the insertion point to the right...

Page 34: ...Page 26 Entering Data in Your Palm III Organizer The Graffiti alphabet Letter Strokes Letter Strokes 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 tap twice ...

Page 35: ...ter Use the Caps Shift stroke Tip When Caps Shift is active an up arrow symbol appears in the lower right corner of the organizer screen If you accidentally activate Caps Shift backspace will cancel it To enter only capital letters Caps Lock Use the Caps Lock stroke Tip When Caps Lock is active an underlined up arrow symbol appears in the lower right corner of the organizer screen To return to low...

Page 36: ...gin 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 Note When Punctuation Shift is active you can make a symbol stroke anywhere in the Graffiti writing area the letters or numbers side Number Strokes Number Strokes 0 5 1 6 2 7 3 8 4 9 Punct...

Page 37: ...Graffiti writing area of your organizer 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 Stroke Symbol Stroke Period Dash Comma Left Paren Apostrophe Right Paren Question Slash Exclamation Dollar Symbol Shift tab Symbol Shift ...

Page 38: ...g diagram shows the strokes required to draw an accented e Accent strokes Using these accent strokes you can write the following accented letters à á â ã ä å è é ê ì í î ï ò ó ô õ ö ù ú û ü ÿ ý ñ Additional non English characters You can write the following characters in the lowercase alphabet mode without any special punctuation or shifting Note You must write these non English characters in the ...

Page 39: ...hortCuts and you can also create your own Each ShortCut can represent up to 45 characters For example you might create a ShortCut for your name or for the header of a memo See ShortCuts preferences in Chapter 7 to learn about creating your own ShortCuts To use a ShortCut draw the ShortCut stroke followed by the ShortCut characters When you draw the ShortCut stroke the ShortCut symbol appears at th...

Page 40: ...tering Data in Your Palm III Organizer Your organizer 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 ...

Page 41: ...s 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 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...

Page 42: ...rchive 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 organizers based on the Palm Computing platform 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 impor...

Page 43: ... 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 organizer perform a HotSync operation See Palm Desktop online Help for more information on importing and exporting data ...

Page 44: ...Page 36 Entering Data in Your Palm III Organizer ...

Page 45: ...tions installed on your organizer 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 organizer to switch to another application Your organizer automatically saves your work in the current application and displays it wh...

Page 46: ... 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 se lect the category you want to display Changing the Applications Launcher display By default the Applications Launcher displays each application as an icon As an alte...

Page 47: ...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 appl...

Page 48: ...ganizer during a HotSync operation There are a variety of third party applications available for your Palm III organizer To learn more about these applications go to the web site http www palm com Note Any game or application that you install on your organizer resides in RAM memory you can delete them at any time To install add on software on your organizer 1 On your computer copy or download the ...

Page 49: ...n also access the Install Tool dialog by selecting Install Tool from the Palm Desktop program group or by double clicking any file with a PRC file extension 4 In the User drop down list select the name that corresponds to your Palm III organizer ...

Page 50: ...tall 8 Click Done 9 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 Installing games The CD ROM also includes several games that you can install with the Palm Install Tool Giraffe HardBall MineHunt Puzzle SubHunt Note Giraffe is a fun easy way for you to practice Graffiti writing After you ...

Page 51: ...cations 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 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 Program...

Page 52: ...with or without a password Without a password private records are hidden 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 organizer To assign a pas...

Page 53: ...assword and tap OK To delete the password tap Delete Locking your organizer You can also lock your organizer so that you need to enter your password to operate it Important If you lock your organizer you must enter the exact password to re activate your organizer If you forget the password you need to perform a hard reset to resume using your organizer Performing a hard reset deletes all the recor...

Page 54: ...it on and then enter the password 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 organizer 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 organizer restores your private en...

Page 55: ... 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 ...

Page 56: ...cts Display a monthly calendar to quickly spot days where you have morning lunch or afternoon appointments 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 connected organizer Attach notes to individual events for a description or clarification of the...

Page 57: ...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 organizer Address Book opens to d...

Page 58: ... 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 organizer To Do List opens to display the category of items you ...

Page 59: ...an 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 organizer Memo Pad opens to display the last Memo Pad screen that you viewed Note Press the Memo Pad application button repeatedly to cycle through th...

Page 60: ...es 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...

Page 61: ...d 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 organizer saves it automatically Editing records After you create a...

Page 62: ...ction 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 organizer 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 i...

Page 63: ...the check box to remove the check 4 Tap OK If you choose to save a copy of the selected item your organizer transfers it to the 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 Details dialog box of the application tap Delete and then tap OK Delete the text of the record Note In Date Boo...

Page 64: ... 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 se ries 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 sur...

Page 65: ...nformation and synchronize the HotSync Manager recognizes your organizer and doesn t ask for this information again If you are a System Administrator preparing several organizers for a group of users you may want to create a user profile See Creating a user profile in Chapter 6 before performing the following steps Important You must perform your first HotSync operation with a local direct connect...

Page 66: ...ad of a cradle click the HotSync Manager icon in the Windows system tray and select Local from the menu Important The first time you perform a HotSync operation you must enter a user name in the New User dialog box and click OK Every organizer should have a unique name To prevent loss of a user s records never try to synchronize more than one organizer to the same user name The HotSync Progress di...

Page 67: ...es with two default categories Business and Personal In addition the Address Book contains the QuickList category which you can use as a quick reference of names addresses and phone numbers such as emergency numbers doctor lawyer etc Expense contains two default categories New York and Paris to show how you might sort your expenses for different business trips You can rename or delete these defaul...

Page 68: ...gory 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 organizer 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 2 Tap Edit Categories 3 Tap New Tap here Tap here ...

Page 69: ...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 2 Tap Edit Categories 3 Select the category that you want to rename and then tap Rename ...

Page 70: ...ppears 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 ...

Page 71: ...lls 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 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 s...

Page 72: ...displays the Address List screen and lets you add the information that appears in this list to a record To use Phone Lookup 1 Display the record in which you want to insert a phone number The record can be in Date Book To Do List or Memo Pad 2 Tap the Menu icon 3 Tap Options and then tap Phone Lookup 4 Begin to spell the last name of the name you want to find The list scrolls to the first record i...

Page 73: ... that begins with Wi your organizer inserts the full name 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 organizer replaces the selected text and adds the name and its assoc...

Page 74: ...n 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...

Page 75: ...ware as you manually sorted it on your organizer 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 you can make individual records private Private records remain visible and accessible however until you select the Security setting to hide all private records See Security in Chapter 3 for more infor...

Page 76: ... to confirm that you want to hide private records To display private records 1 Tap the Applications icon 2 Tap Security 3 Tap Show If you do not have a password hidden records become visible If you have a password the Show Private Records dialog box appears Go to step 4 4 Enter your password and then tap Show Tap Hide Tap Show ...

Page 77: ... thousand characters long For example for an appointment in Date Book you can attach a note with directions to the location To attach a note to a record 1 Display the entry to which you want to add a note 2 In Address Book only Tap Edit 3 Tap Details 4 Tap Note 5 Enter your note 6 Tap Done A small note icon appears at the right side of any item that has a note To review or edit a note 1 Tap the No...

Page 78: ...ake text easier to read You can choose a different font style for each application To change the font style 1 Open an application 2 Tap the Menu icon 3 Tap Options and then tap Font 4 Tap the font style you want to use 5 Tap OK Small font Large font Bold font Tap here for small font Tap here for large font Tap here for bold font ...

Page 79: ...ule 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 di...

Page 80: ... event is selected and then writing a number on the number side of the Graffiti writing area 4 Tap the time columns on the right side of the Set Time dialog to set the Start Time 5 Tap the End Time box and then tap the time columns to set the End Time 6 Tap OK 7 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 Tap th...

Page 81: ...ove 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 Tip In the Go to Date dialog box you can also use the scroll button on the front panel of the organizer to move forward or backward one month at a time 2 After you locate the date follow the steps for scheduling an event for...

Page 82: ...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 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...

Page 83: ...re 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 th...

Page 84: ...een until you turn on your organizer 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 busi...

Page 85: ... on which you change the setting are not changed and your organizer 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 organizer adjusts the end date to maintain the duration of the event If you change other repeat set...

Page 86: ...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 2 Tap the navigation controls to move forward or backward a week at a time or to display details of an event Note The Week View also shows untimed events and events that are before and after the range of times shown Tap the date Current time displays Week Vie...

Page 87: ...e span defined by the Start Time and End Time in the Date Book Preferences settings If you have an event before or after this time span a bar appears at the top or bottom of that day s column Use the onscreen scroll arrows to scroll to the event Spotting event conflicts With the ability to define specific start and end times for any event it s possible to schedule events that overlap an event that...

Page 88: ...d 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 to open the date selector and select a different month Use the scroll button on the front panel of your organizer to move between months Press the upper half of the button to display the previous month the lower half to display the next mon...

Page 89: ...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 ...

Page 90: ... 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 ha...

Page 91: ...larm 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 About Date Bo...

Page 92: ...are also has data import capabilities that enable you to load database files into Address Book on your organizer 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 on the front of your organizer to display the Address List 2 Tap New 3 Enter the last name of the person you want to add to yo...

Page 93: ...ing information tap Done Tip To create an entry that always appears at the top of the Address List begin the Last name or Company field with a symbol as in If Found Call This entry can contain contact information in case you lose your organizer 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 yo...

Page 94: ...associate with an entry To open the Address Entry Details dialog box 1 Tap the entry whose details you want to change 2 Tap Edit 3 Tap Details 4 Select any of the following settings Show in List Select which type of phone or other information appears in the Address List screen Your options are Work Home Fax Other and E mail Category Assign the entry to a category Private Hide this entry when Secur...

Page 95: ...The Record and Options menus differ depending on whether you re displaying the Address List screen or the Address View screen Record menus Options menus 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 cate...

Page 96: ...lds 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 ...

Page 97: ...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 li...

Page 98: ...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 Changing To Do List item details The To Do Item Details dialog box enables you to change settings fo...

Page 99: ...ox tap No Date to open the Due Date pick list 2 Tap the date that you want to assign 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 Today Assigns the current date Tomorrow Assigns tomorrow s date One week later Assigns the date exactly one week from the curr...

Page 100: ...hem 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 organizer 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...

Page 101: ...r 1 for information about choosing menu commands Record menu Options menu 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 About To Do List Shows version information for...

Page 102: ...e front of your organizer to display the Memo List 2 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...

Page 103: ...eference 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 Options menus Tap a memo to reviewits contents Memo List Memo screen Memo List Memo screen ...

Page 104: ...ge 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 ...

Page 105: ... 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...

Page 106: ...lator 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 Shows version information for Calculator ...

Page 107: ...ications icon 2 Tap Expense 3 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 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 Note As soon as you select an expense type your organizer saves your ent...

Page 108: ...ing 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 3 Tap the new date Entering receipt details Expense provides a variety of options that you can associate with an item Th...

Page 109: ...he 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 see See Options menu later in this chapter You can also display up to four other common typ...

Page 110: ...ing 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 4 Enter the name of the country and the symbol that you want to appear in Expense Tap Edit currencies Tap a Coun...

Page 111: ...ow 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 3 Tap OK Transferring your data to Microsoft Excel After you enter your expenses into the Expense application on your organizer Palm Desktop software enables you to view and print the data with your computer Sort by Ena...

Page 112: ... 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 organizer user name 3 Click the expense category that you want Tip You can press Ctrl click to select mul...

Page 113: ...nter 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 compute...

Page 114: ...r Basic Applications 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 ...

Page 115: ...he 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 cho...

Page 116: ...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 Default currency Sets the default currency symbol for Expense About Expense Shows version information for Expense ...

Page 117: ... 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 organizer To send or receive e mail you must perform a HotSync operation either locally using the organizer cradle or remotely using a modem The key to Mail is that it truly synchronizes the mai...

Page 118: ...an 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 organizer by means of special connection software called a conduit that lets you synchronize your desktop E Mail application and your organizer Contact the vendor of your E Mail application o...

Page 119: ...sktop overwrites handheld Replaces the mail on your organizer 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 organizer and desktop E Mail application This setting applies...

Page 120: ... 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 6 Opening the Mail application on your organizer To open Mail 1 Tap the Applications icon 2 Tap the Mail icon Viewing e mail items The Message List displa...

Page 121: ...lect 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 organizer 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...

Page 122: ...lication For example network users sending an e mail item to a user on the same network do not need to add Internet information such as mycorp com 3 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...

Page 123: ... 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 t...

Page 124: ... you enter identify a unique listing from your Address Book your organizer 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 5 Enter the first letter of the entry y...

Page 125: ...Note The Priority and BCC settings are valid only for the current e mail item and must be set for each item you create 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 Re...

Page 126: ...list and select the priority you want 3 Tap OK Tip Your organizer 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 Tap here Tap here Tap to select priority ...

Page 127: ...ny 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 f...

Page 128: ...e screen tap Details 2 Select the Confirm Delivery check box to select it 3 Tap OK Storing e mail to be sent later When you send e mail from your organizer it actually stores the e mail in the Outbox folder until the next time you synchronize your organizer with your computer During synchronization all e mail stored in the Outbox folder is transferred to the Outbox folder in your desktop E Mail ap...

Page 129: ...o add additional information before sending it Your organizer 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 organizer opens a dialog asking if you want to save the e mail item If you tap Yes your organizer saves the item in the...

Page 130: ...p Send to move the item to your Outbox folder Filing e mail Your organizer 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 organizer 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 Men...

Page 131: ... 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 To remove an e mail item you received from the Deleted folder 1 In the Message List tap Deleted fr...

Page 132: ...anage the way the Message List displays information Folders Your organizer provides folders for categorizing your mail The Message List displays the e mail items in the folder you select To select a folder 1 Tap the pick list in the upper right corner to open the list of folders 2 Select the folder you want to display in the Message List screen Inbox Contains the e mail from your desktop E Mail ap...

Page 133: ...ity e mail items always appear first no matter how you sort the list To sort the Message List 1 In the Message List tap Show 2 Tap the Sort by pick list and select one of the following options 3 Tap OK 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 the sender s user name and displays items in ascending alphabetical order based on ...

Page 134: ...te 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 Note For more information about Local and Remote HotSync operations see Chapter 6 4 Tap the filtering option you want to apply All During synchronization all e mail items in your deskt...

Page 135: ...etrieving 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 organizer what it needs to look for in the To From and Subj fields to single out those e mail items Filter During synchronization all e mail items in your organizer Outbox are s...

Page 136: ...cify 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 Ignore Messages Containing Tells your organizer 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 becau...

Page 137: ...s from John Smith jsmith aol com or Jack Jones jjones aol com concerning the Apollo Project You would create the following filter strings In the To field jsmith aol com jjones aol com In the Subj field Apollo Project Your organizer 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 fr...

Page 138: ...s screen for that header field For more information about header field Notes screens see Creating e mail items earlier in this chapter 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...

Page 139: ...ters 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 organizer Note Truncation is separate and independent from filtering To truncate e mail items 1 Tap Truncate in the HotSync Options dialog box 2 Tap to select the truncation setting you want Tip If you select the maximum setting messag...

Page 140: ...apter 1 for information about choosing menu commands Message menus The Message menu varies depending on whether you are viewing an e mail item creating an e mail item or viewing the Message List Options menus The Options menu varies depending on whether you are creating or editing an e mail item About Mail Shows version information for Mail Message List New Message View Message Message List New Me...

Page 141: ...ication installed in RAM memory 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 th...

Page 142: ...m Status dialog box to indicate that the transfer is complete before you continue working on your organizer To receive beamed information 1 Turn on your organizer 2 Point the IR port directly at the IR port of the transmitting organizer to open the Beam Status dialog box 3 Tap Yes 4 Wait for the Beam Status dialog box to indicate that the transfer is complete and then tap OK to display the new ent...

Page 143: ...ectly with a modem or network This chapter describes how to select HotSync options and perform a HotSync operation via a modem or 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 t...

Page 144: ...ys available Adds HotSync Manager to the Startup folder and constantly monitors the communication port for synchronization requests from your organizer 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 softwar...

Page 145: ...Port Identifies the port that Palm Desktop software uses to communicate with the cradle This selection should match the number of the port to which you connected the cradle Note Your organizer cannot share this port with an internal modem or other device See Palm III components in Chapter 1 if you have trouble identifying the serial port Speed Determines the speed at which data is transferred betw...

Page 146: ...ynchronizing 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 organizer including Graffiti ShortCuts The Install conduit installs applications on your organizer To customize HotSync appl...

Page 147: ...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 setti...

Page 148: ... with your modem Preparing your computer There are a few steps you must perform to prepare your computer for a modem HotSync operation Be sure to perform these steps before you leave your office so that your computer is ready to receive a call from your organizer To prepare your computer for a modem HotSync operation 1 Confirm that the computer modem is connected and turned on and that no communic...

Page 149: ...ble rate first and adjust downward if you experience problems This setting allows Palm Desktop software and your organizer 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 Ide...

Page 150: ...r computer 5 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 6 If the phone line you re using for the organizer has Call Waiting select the Disable call waiting check box to avoid an interruption during the modem HotSync operation 7 If you want to use a calli...

Page 151: ...odem accessory To change the Conduit Setup for a modem HotSync operation 1 Tap the Applications icon 2 Tap the HotSync icon 3 Tap the Menu icon 4 Tap Options and then tap Conduit Setup 5 Tap the check boxes to deselect the files and applications that you do not want to synchronize during a modem HotSync operation The default setting is to synchronize all files Note Applications that do not have a ...

Page 152: ...ork HotSync software 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 software installed your computer is on and the HotSync Manager is running Connecting to your company s dial in server The Network HotSync software requires...

Page 153: ... 2 From the HotSync Manager menu choose Network 3 From the HotSync Manager menu choose Setup 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 organizer in the cradle and perform a HotSync operation The HotSync operation records network information about your computer on...

Page 154: ...ng File Link The File Link feature enables you to import Address Book and Memo Pad information onto your organizer 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 organizer You can configure the File Link feature to check for changes to the external file when you perform a HotSync operation Wit...

Page 155: ...h 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 organizer 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...

Page 156: ...the cradle 2 Press the HotSync button on the cradle 3 Click Profiles 4 Select the profile that you want to load on the organizer and click OK 5 Click Yes to transfer all the profile data to the organizer The next time you perform a HotSync operation Palm Desktop software prompts you to assign a user name to the organizer ...

Page 157: ...me the auto shut off interval the Beam Receive feature and the system alarm and game sounds Formats Set the country default and the formats for dates times calendar and numbers Modem Configure your organizer for use with a modem such as the Palm Modem accessory Owner Assign your name phone number and other owner information to your organizer Buttons Assign different applications to the buttons on ...

Page 158: ...o not have to change to a different screen or application If you assign a different application to a button you can still access the original application using the Applications Launcher To change the Buttons preferences 1 Tap the pick list next to the button you want to re assign 2 Tap the application that you want to assign to the button Tip To restore all of the buttons to their factory settings...

Page 159: ...yboard Opens the onscreen keyboard for entering text characters Graffiti Help Opens a series of screens that show the complete Graffiti character set Turn Off Lock Turns off and locks the organizer You must assign a password to lock the organizer When locked you need to enter the password to use your organizer Beam Data Beams the current record to another Palm Computing connected organizer Drag to...

Page 160: ...the button you want to assign 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 Palm Modem accessory perform their normal HotSync functions 4 Tap OK Digitizer preferences The Digitizer Preferences screen opens the digitizer calibration screen This is the same screen that appears when you start...

Page 161: ...e country default 1 Tap the country name pick list 2 Tap the setting you want to use Time date week start and numbers formats The Time setting defines the format for the time of day The time format that you select appears in all applications on your organizer 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 for...

Page 162: ...f 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 organizer If you find that your organizer 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 ...

Page 163: ... 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 ty...

Page 164: ...Select the Rotary setting only if you are certain that your telephone service does not support TouchTone dialing 2 Tap the Speed pick list and select the maximum speed for your modem Note This is the speed at which your modem communicates with your organizer not the speed at which your modem communicates with your telephone service 3 Tap the Speaker pick list and select the speaker volume that you...

Page 165: ...e Modem preferences earlier in this chapter for a complete explanation on how to configure modem parameters After you configure both the Network and Modem 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 Ne...

Page 166: ... 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 Note Most dial in servers do not accept spaces in the user name Tap here to display a list of service templates Enter your user name here ...

Page 167: ...t in this field and asks you to enter a password during the login procedure If you enter a password your organizer 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 lo...

Page 168: ...istance 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 to reach your ISP or dial in server 3 If you need to enter a prefix or disable Call Waiting skip to those procedures Otherwise tap OK En...

Page 169: ...efore logging into your ISP or dial in server To disable Call Waiting 1 Tap the Disable call waiting check box to select it 2 Enter the code to disable Call Waiting on the Disable call waiting line Note Each telephone company assigns a code to disable Call Waiting Contact your local telephone company for the code that is appropriate for you 3 Tap OK Enter your prefix here Select this box if you ne...

Page 170: ...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 2 Enter your calling card number on the Use calling card line Note It s a good idea to add at least three commas at the beginning of your calling card number to compensate for t...

Page 171: ...nection Progress messages press the lower half of the Scroll button To close a connection Tap Disconnect to terminate the connection between your organizer 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 setti...

Page 172: ...service field 2 Tap Details 3 Tap the Connection type pick list and select one of the following connection types 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 organizer waits before dropping the connection with your ISP or dial in serve...

Page 173: ... 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 Pri...

Page 174: ...s is permanently assigned you need to get that information from your System Administrator If you are not sure select Automatic To identify dynamic IP addressing Tap the IP Address check box to select it 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...

Page 175: ...n ASCII and literal characters in your login script See Appendix D for more information To create a login script 1 Tap Script 2 Tap the End pick list 3 Tap the command you want from the Command list If the command requires additional information a field appears to the right of it for you to enter the information The following commands are available Wait For Tells your organizer to wait for specifi...

Page 176: ... 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 organizer to wait a specific number of seconds before executing the next command in the login script Get I...

Page 177: ...edure 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 gi...

Page 178: ...mber 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 DN...

Page 179: ...Chapter 1 for more information To enter the Owner preferences Enter the text that you want to associate with your organizer in the Owner Preferences screen If you enter more text than can fit on one screen a scroll bar automatically appears on the right side of the screen If you assign a password with the Security application the information in the Owner Preferences screen cannot be changed In thi...

Page 180: ...of your organizer 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 3 Tap the ShortCut Text area and enter the text that you want to appear when you write the ShortCut characters Tip You may want to add a space space character after the last word ...

Page 181: ...e To edit a ShortCut 1 Tap the ShortCut you want to edit 2 Tap Edit 3 Make the changes you want and tap OK Deleting a ShortCut If you no longer need a ShortCut you can delete it from the list of ShortCuts To delete a ShortCut 1 Tap the ShortCut you want to delete 2 Tap Delete 3 Tap Yes ShortCut ...

Page 182: ...Page 174 Setting Preferences for Your Organizer ...

Page 183: ...terproof 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 organizer as you would a pocket calculator or other small electronic instrument The touch sensitive screen of your organizer contains a glass element Take care not to drop your organizer or subject it to any strong impact Do not carry y...

Page 184: ...ood quality batteries of the same type Use only alkaline batteries with your organizer When you remove the batteries the built in backup power of your organizer maintains memory data for a period of up to one minute Whenever you remove the batteries replace them immediately If you encounter any difficulties in the course of battery replacement reinstall the original batteries and wait a few minute...

Page 185: ...art over again All records and entries stored in your organizer are retained with a soft reset After a soft reset the Welcome screen appears followed by the General Preferences screen to set time and date To perform a soft reset Use the reset tip 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 you...

Page 186: ...ton 3 Release the power button 4 When a message appears on the organizer screen warning that you are about to erase all the data stored on your organizer do one of the following Press the upper half of the scroll button on the front panel of the organizer to complete the hard reset and display the Digitizer screen Press any other button to perform a soft reset Note With a hard reset the current da...

Page 187: ...esktop 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 ...

Page 188: ...Page 180 Maintaining Your Organizer ...

Page 189: ...b site If you are still having problems contact Technical Support For US and International telephone numbers see the Technical Support card that comes with your organizer Note Thousands of third party add on applications have been written for the Palm Computing platform Unfortunately we are not able to support such a large number of third party applications If you are having a problem with a third...

Page 190: ...few minutes for the battery gauge to accurately show the condition of the batteries I get a warning message telling me my organizer memory is full Purge Date Book and To Do List This deletes To Do List items and past Date Book events from the memory of your organizer See Purging records in Chapter 4 You may need to perform a HotSync operation to recover the memory Delete unused memos and records I...

Page 191: ...tions or screens have menus Try changing to a different application I can t get my organizer to recognize my handwriting For your organizer to recognize hand writing 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...

Page 192: ...ck whether Show Only Due Items is selected I am having problems listing memos the way I want to see them 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 organizer still app...

Page 193: ...ely 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 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 ...

Page 194: ...u 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 wh...

Page 195: ...t 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 ...

Page 196: ...lected the Dial Prefix option on your organizer 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 organizer and entered the correct code Make sure the telephone line you are using is not noisy which can interrupt communications If you are using an external modem make sure you...

Page 197: ...other Palm Computing connected organizers may be different Move your organizer closer to the receiving device Perform a soft reset See Performing a soft reset in Appendix A for more information When someone beams data to my organizer I get a message telling me it is out of memory Your organizer requires at least twice the amount of memory available as the data you are receiving For example if you ...

Page 198: ...e following procedure restores your private entries and lets you access them 1 Use the Palm Desktop software and the cradle 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 syn chronize your data and restore the private records by transferring them from your computer to your organizer I forgotthe pa...

Page 199: ...e or state you are experiencing The steps you take to reproduce the problem The version of organizer 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 Note Thousands of third party add on applications have been written for the Palm Computing platform Unfortunately we are not able to support...

Page 200: ...Page 192 Frequently Asked Questions ...

Page 201: ...ove Expense data from your Palm III organizer into a Microsoft Excel spreadsheet Each Expense item stored in your organizer represents a group of related data The following data can be associated 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 organizer and Palm Desktop software on y...

Page 202: ...f 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 t...

Page 203: ...xpense 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 tw...

Page 204: ...ifferent 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 wi...

Page 205: ...y 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 E...

Page 206: ... 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...

Page 207: ...template 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 i...

Page 208: ...tion 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 of Rows Represents the total number of rows in the Section excluding any header or total rows In other words this includes only the number of rows in the Section where your or...

Page 209: ...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 ...

Page 210: ...can fill in 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 fill 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 tha...

Page 211: ...ication 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 ...

Page 212: ...Page 204 Creating a Custom Expense Report ...

Page 213: ... M is converted to a carriage return If char is a value between a and z then the character sequence is translated to a single byte value between 1 and 26 If char is any other value then the character sequence is not subject to any special processing For example the string Joe M transmits Joe followed by a carriage return Carriage return and line feed You may include carriage return and line feed c...

Page 214: ...acter 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 215: ...s memory upgrades and leather items sold under the 3Com brand 3Com shall not be responsible for Customer s software firmware information or memory data contained in stored on or integrated with any products returned to 3Com for repair whether under warranty or not SOFTWARE 3Com warrants to Customer that the Palm Desktop organizer soft ware and Palm OS software licensed from it will perform in subs...

Page 216: ...fies Palm Computing before the later of April 1 2000 or ninety 90 days after original purchase of the product from 3Com or its authorized reseller 3Com shall at its option and expense provide a software update which would effect the proper performance of the product repair the product deliver to Customer an equivalent product to replace the product or if none of the foregoing is feasible refund to...

Page 217: ... IN THE PRODUCT DOES NOT EXIST OR WAS CAUSED BY CUSTOMER S OR ANY THIRD PERSON S MISUSE NEGLECT IMPROPER INSTALLATION OR TESTING UNAUTHORIZED ATTEMPTS TO OPEN REPAIR OR MODIFY THE PRODUCT OR ANY OTHER CAUSE BEYOND THE RANGE OF THE INTENDED USE OR BY ACCI DENT FIRE LIGHTNING OTHER HAZARDS OR ACTS OF GOD THIS WARRAN TY DOES NOT COVER PHYSICAL DAMAGE TO THE SURFACE OF THE PRODUCT INCLUDING CRACKS OR ...

Page 218: ...DO NOT USE THE SOFTWARE USING ANY PART OF THE SOFTWARE INDICATES THAT YOU ACCEPT THESE TERMS LICENSE 3Com grants you a nonexclusive license to use the accompanying software program s the Software subject to the terms and restrictions set forth in this License Agreement You are not permitted to lease or rent except under separate mutually agreeable terms set forth in writing distribute or sublicens...

Page 219: ...gree that you will not export or re export the Soft ware or accompanying documentation or any copies thereof or any products utilizing the Software or such documentation in violation of any applicable laws or regulations of the United States or the country in which you obtained them The software covered by this agreement may contain strong data encryption code which cannot be exported outside of t...

Page 220: ...is License Agreement LIMITED WARRANTY LIMITATION OF LIABILITY All warranties and limita tions of liability applicable to the Software are as stated on the Limited Warranty Card or in the product manual accompanying the Software Such warranties and limitations of liability are incorporated herein in their entirety by this reference SEVERABILITY In the event any provision of this License Agreement i...

Page 221: ...ion 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 exper...

Page 222: ...Page 214 ...

Page 223: ...pplication buttons 5 12 48 49 50 51 134 150 Applications Address Book 49 beaming 133 134 Calculator 51 categories 37 38 Date Book 48 Expense 52 font style 70 installing 40 42 Memo Pad 51 opening 13 preferences for 39 removing 43 security 44 size in kilobytes 191 To Do List 50 version of 191 viewing as icons 38 viewing as list 38 See also Add on applications Applications Launcher 12 13 37 39 Archiv...

Page 224: ...ts for connecting to PIMs 22 for modem HotSync operations 143 for synchronizing applications 185 138 139 179 Confirming e mail 120 Conflicting events 79 Connecting service templates 163 to server or ISP 163 Continuous events deleting from Date Book 55 scheduling 76 Contrast Control 8 Copying text 54 Country default setting 153 Cover 7 Cradle connecting to computer 8 for local HotSync operations 57...

Page 225: ...ok view 71 82 DBA Date Book archive file 34 Decimal point 153 Default categories 59 currency in Expense 108 settings See Preferences Deleted data saving in archive files 55 e mail recovering 123 Deleting applications 40 43 Desktop software 43 e mail 123 Graffiti characters 25 passwords 45 records 55 service templates 168 text 54 See also Purging records Delivering e mail 117 120 Desktop E Mail app...

Page 226: ...cords 66 templates for reports 105 type 101 108 vendor 101 F FCC Statement 213 Files linking to external 146 Filing e mail 122 Filters for e mail 127 131 Finding applications using Graffiti writing 13 e mail addresses 116 117 information in applications 62 66 phone numbers 64 65 using the Find application 63 Folders for e mail 124 Fonts 70 Formats preferences 152 Frozen organizer 183 G Games 42 15...

Page 227: ...SP or server connection 164 Ignoring e mail See Filters for e mail Importing data 18 34 35 Inbox 124 Infrared port See IR port Installing applications 40 42 batteries 9 conduit to install applications 138 Desktop software 21 22 181 Mail See Mail desktop configuration International characters Graffiti writing 30 onscreen keyboard 33 IP address 164 166 IR port 8 See also Beaming information Items Se...

Page 228: ...chive files mpa 34 categorizing records 59 conduit for synchronizing 138 creating records 53 94 deleting records 55 dragging memos into other applications 51 fonts 70 menus 95 98 opening 51 overview 51 private records 69 reviewing memos 94 sorting records 66 184 Memory amount of free 191 for beaming 189 Calculator 97 regaining 56 182 Memos See Memo Pad Menus 13 15 183 Address Book 87 choosing 14 c...

Page 229: ...4 46 changing 45 creating 44 deleting 45 for network 159 forgotten 46 190 Pasting text 54 Payment Expense item 101 Pen stroke full screen 150 151 Personal information managers See PIM Phone Lookup 64 65 Phone numbers selecting for Address List 86 selecting types 85 Phone settings for ISP or dial in server 160 162 Pick lists 11 PIM personal information manager using HotSync Manager with 43 using wi...

Page 230: ...plications 43 Desktop software 43 Renaming categories 61 Repeating events deleting from Date Book 55 scheduling 76 Replying to e mail 115 Rescheduling events 75 Resetting organizer hard reset 178 location of reset button 8 177 soft reset 177 Retrieving e mail See Filters for e mail S Saving data 37 53 55 draft e mail 121 Scheduling events 71 75 Screen backlight 6 blank 183 calibrating 10 152 carin...

Page 231: ... 157 169 TDA To Do List archive file 34 Technical Support 181 191 Templates for expense reports 105 Text copying 54 cutting 54 entry See Entering data fonts for 70 selecting all 54 Text files importing data from 34 Thousands separator 153 Time alarm setting 75 format 153 setting current 19 setting event 71 start and end for Date Book Day view 83 Time bars in Date Book 82 Tips online 15 To Do List ...

Page 232: ...3 Unresponsive organizer 183 Unsent e mail editing 120 Untimed events 71 74 76 Updating data See HotSync Upgrading Desktop software 4 User name for ISP 158 identifying organizer 171 User profiles 147 V Vendor for Expense item 101 W Web sites 22 Week Date Book view 78 79 153 184 Writing area 5 Writing See Entering data X XLT Expense report template in Excel 105 Y Year 2000 warranty 208 ...

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