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Chapter 6

Page 139

Chapter 6

Advanced HotSync

®

Operations

HotSync

®

technology enables you to synchronize data between one or

more Palm Computing

®

platform handhelds and Palm™ Desktop

software or another PIM such as Microsoft Outlook. To synchronize
data, you must connect your Palm V™ organizer and Palm Desktop
software either directly by placing your organizer in the cradle
attached to your computer or using infrared communications, or
indirectly with a Palm V™ Modem or via a network using the
network HotSync technology.

This chapter describes how to select HotSync options and perform a
HotSync operation via infrared communications, a modem, or a
network. See “Exchanging and updating data: HotSync operations” in
Chapter 4 for information about performing your first and subsequent
local HotSync operations.

Selecting HotSync setup options

You can choose when you want HotSync Manager to run. If necessary,
you can adjust the local and modem HotSync settings as well.

To set the HotSync options:

1. Click the HotSync Manager icon in the Windows system tray.

2. Choose Setup.

3. Click the General tab and select one of the following options:

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Summary of Contents for V

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

Page 2: ...s software 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 co...

Page 3: ...g applications 16 Using menus 17 Three ways to enter data 20 Customizing your organizer 23 Chapter 2 Entering Data in Your Palm V Organizer Using Graffiti writing to enter data 25 Writing Graffiti cha...

Page 4: ...signing 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 Dat...

Page 5: ...g special filters 129 Truncating e mail items 133 Mail menus 134 Beaming information 135 Chapter 6 Advanced HotSync Operations Selecting HotSync setup options 139 Customizing HotSync application setti...

Page 6: ...1 Selecting a service 171 Entering a user name 172 Entering a password 173 Selecting a connection 173 Adding telephone settings 174 Connecting to your service 176 Creating additional service templates...

Page 7: ...g existing sample templates 208 Determining the layout of the Expense Report 209 Labels 209 Sections 210 Analyzing your custom Expense Report 211 Programming the mapping table 212 Using applications o...

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

Page 9: ...that come 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...

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

Page 11: ...s 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 Addr...

Page 12: ...communication device Macintosh compatibility You can connect your organizer to your Macintosh using the PalmConnect Serial Kit or PalmConnect USB Kit sold separately Upgrade Information If you alread...

Page 13: ...nduits click Change and select the option Desktop overwrites handheld Then click Done See Customizing HotSync application settings in Chapter 6 for more information 7 Place your new organizer in the c...

Page 14: ...rganizer on or off and controls the backlight feature If your organizer is turned off pressing the power button turns the organizer on and returns you to the last screen you viewed Press the power but...

Page 15: ...ea where you write letters and numbers using the Graffiti alphabet See Chapter 2 to learn how to write Graffiti characters Scroll button Displays text and other information that extends beyond the are...

Page 16: ...pencil IR port Uses infrared technology to transmit data to and receive data from other Palm Computing platform handhelds and to perform HotSync operations See Beaming information in Chapter 5 and IR...

Page 17: ...r as well as update the information between your organizer and computer using HotSync technology Note The cradle must be plugged into the serial COM port at the back of your computer Your organizer re...

Page 18: ...for a few minutes each day to recharge the battery to full capacity If the battery gets low your organizer displays a warning message If this occurs perform a HotSync operation and then recharge the...

Page 19: ...anges you make on your organizer or Palm Desktop software appear in both places after you synchronize With Palm Desktop software you can do the following Work with your organizer applications on your...

Page 20: ...original diskettes in a safe place Refer to your computer s manual or operating system documentation if you need information about locking or copying diskettes Do not simply copy the Palm Desktop soft...

Page 21: ...mputer The connection software called a conduit lets you synchronize the data between your organizer and your PIM If the installation program detects that you have Microsoft Outlook on your computer t...

Page 22: ...hat 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 sc...

Page 23: ...ind 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...

Page 24: ...e 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 prev...

Page 25: ...your organizer tap the scroll bar to see all of your applications Tip To find an application quickly you can write the Graffiti character for the first letter of its name The Applications Launcher scr...

Page 26: ...ns the command you want to use The menus and menu commands that are available depend on the application that is currently open Also the menus and menu commands vary depending on which part of the appl...

Page 27: ...n the Edit menu draw the Command stroke followed by the letter s Note Command mode is active for approximately two seconds so you must write the command letter immediately to choose the menu command D...

Page 28: ...the onscreen alphabetic and numeric keyboards to enter data After a keyboard is open you can tap to open any of the other keyboards including the international keyboard See Using the onscreen keyboar...

Page 29: ...alling and removing applications in Chapter 3 for installation instructions The Memo Pad application is ideal for practicing Graffiti writing This section explains how to open Memo Pad and use it to p...

Page 30: ...e perform a HotSync operation 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...

Page 31: ...tions 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...

Page 32: ...n to Your Palm V Organizer To set the current date 1 Tap the Set Date box 2 Tap the arrows to select the current year 3 Tap a month 4 Tap the current date Tap arrows to select year Tap to select month...

Page 33: ...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 c...

Page 34: ...rite 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...

Page 35: ...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 t...

Page 36: ...Page 28 Entering Data in Your Palm V 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 37: ...er 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...

Page 38: ...n 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 punctua...

Page 39: ...raffiti 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 extend...

Page 40: ...to the letter For example the following diagram shows the strokes required to draw an accented e Accent strokes Using these accent strokes you can write the following accented letters Additional non...

Page 41: ...ortCuts 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...

Page 42: ...Pad 2 Tap any record or tap New 3 Tap abc to open the alphabetic keyboard or tap 123 to open the numeric keyboard 4 Tap the characters to enter text and numbers Note The onscreen keyboard also include...

Page 43: ...nizer without having to key it in manually Save the data in one of the file formats listed below import it into Palm Desktop software and then perform a HotSync operation to transfer the data to your...

Page 44: ...port 5 Select the file you want to import 6 Click Open 7 To import data into the correct Palm Desktop fields drag fields in the left hand column so that they are opposite the corresponding imported fi...

Page 45: ...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 ic...

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...

Page 47: ...pplications 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 ent...

Page 48: ...ring a HotSync operation There are a variety of third party applications available for your organizer To learn more about these applications go to the web site http www palm com Note Any game or appli...

Page 49: ...Chapter 3 Page 41 3 Click Install Tip You can also access the Install Tool dialog by selecting Install Tool from the Palm Desktop program group or by double clicking any file with a PRC file extension...

Page 50: ...removes it from the list of applications to install 8 Perform a HotSync operation to install the application s you selected in step 6 See Exchanging and updating data HotSync operations in Chapter 4...

Page 51: ...ations 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 us...

Page 52: ...ith 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...

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...

Page 54: ...t 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...

Page 55: ...riefly 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...

Page 56: ...nflicts 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 ar...

Page 57: ...hich 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 ent...

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 item...

Page 59: ...one 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 organiz...

Page 60: ...sociated 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 particu...

Page 61: ...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 Detai...

Page 62: ...tion 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 store...

Page 63: ...he 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 operatio...

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...

Page 65: ...Desktop software After you enter this information and synchronize the HotSync Manager recognizes your organizer and doesn t ask for this information again If you are a System Administrator preparing s...

Page 66: ...e instead 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 th...

Page 67: ...ify the system defined categories but you can rename and delete the user defined categories In addition you can create your own user defined categories You can have a maximum of 15 user defined catego...

Page 68: ...Tap the category pick list in the upper right corner of the List screen 2 Select the category you want to view The List screen now displays only the records assigned to that category Tip Pressing an...

Page 69: ...ategory 1 Tap the category pick list in the upper right corner of the screen 2 Tap Edit Categories 3 Tap New 4 Enter the name of the new category and then tap OK 5 Tap OK You can assign any of your re...

Page 70: ...s formerly in the Personal category appear in the Business category Finding records Your organizer offers several ways to find information quickly All applications Find locates any text that you speci...

Page 71: ...xt address record You can also use the Address List Look Up feature to quickly scroll to any of your Address Book entries To look up an Address Book record 1 Display the Address List screen 2 Enter th...

Page 72: ...ds Davidson Find locates any words that begin with the text you enter For example searching for plane finds planet but not air plane 3 Tap OK Find searches for the text in all records and all notes As...

Page 73: ...ips Write the Graffiti Command stroke L to activate the Phone Lookup feature You can also activate it in the following circumstances While entering text For example to insert the full name and phone n...

Page 74: ...ciated with an Expense record To add names to an Expense record 1 Tap the Expense record to which you want to add names 2 Tap Details 3 Tap Who 4 Tap Lookup The Attendees Lookup screen displays all th...

Page 75: ...lier in this chapter To sort records in To Do List and Expense 1 Open the application to display the List screen 2 Tap Show 3 Tap the Sort by pick list and select an option 4 Tap OK To sort records in...

Page 76: ...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 S...

Page 77: ...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 To make a record private 1 Display...

Page 78: ...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 Not...

Page 79: ...sier 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...

Page 80: ...to schedule events that overlap but Date Book makes it easy to find such conflicts See Spotting event conflicts later in this chapter You can also schedule events in your Date Book that occur on a pa...

Page 81: ...elected 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...

Page 82: ...izer to move forward or backward one day at a time Tap Go To at the bottom of the screen to open the Go to Date dialog box Select a date by tapping a year month and day in the calendar Tip In the Go t...

Page 83: ...w 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 ev...

Page 84: ...days before an event The default Alarm setting is 5 minutes before the time of the event but you can change this to any number of minutes hours or days When you set an alarm this icon appears to the f...

Page 85: ...ou 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 con...

Page 86: ...o the day 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...

Page 87: ...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...

Page 88: ...s the time span defined by the Start Time and End Time in the Date Book Preferences settings If you have an event before or after this time span a bar appears at the top or bottom of that day s column...

Page 89: ...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 mo...

Page 90: ...lained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Record menu Options menu Display Options Allows you to change Date Book s app...

Page 91: ...iew only Preferences Start End Time Defines the start and end times for Date Book screens If the time slots you select do not fit on one screen you can tap the scroll arrows to scroll up and down Alar...

Page 92: ...re 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 cre...

Page 93: ...ng 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...

Page 94: ...ssociate 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...

Page 95: ...he 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 ho...

Page 96: ...ds 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 A...

Page 97: ...rea 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...

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 item and you can choose to show or hide completed items See To Do Show Options late...

Page 99: ...x 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...

Page 100: ...em 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...

Page 101: ...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 th...

Page 102: ...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 c...

Page 103: ...ference 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 di...

Page 104: ...e 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...

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...

Page 106: ...ator 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 abou...

Page 107: ...cations 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 b...

Page 108: ...ng 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...

Page 109: ...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 dia...

Page 110: ...ails dialog box and then select Edit currencies 2 Tap each Currency pick list and select the country whose currency you want to display on that line 3 Tap OK to close the Select Currencies dialog box...

Page 111: ...of the four Country boxes 4 Enter the name of the country and the symbol that you want to appear in Expense 5 Tap OK to close the Currency Properties dialog box 6 Tap OK Note If you want to use your...

Page 112: ...view and print the data with your computer Note You need Microsoft Excel version 5 0 or later to view and print your Expense data using one of the provided templates Microsoft Excel is not included w...

Page 113: ...box prints instead of the euro symbol You can work around this problem by sending a bitmap image of the euro to the printer or by not using the printer s built in fonts if allowed Creating or printin...

Page 114: ...group 4 If you want to define an end date for the expense report enter the date in the End Date box Note If you do not specify an end date all expense entries for the selected categories appear up to...

Page 115: ...and are stored in the template folder in the Palm Desktop software directory on your computer To see what a template looks like before you use it open the template in Microsoft Excel For example the...

Page 116: ...4 Click the Templates menu then select an expense template Note If you want to create your own custom expense template and have it appear in the Templates menu see Appendix C for more information 5 Cl...

Page 117: ...y writing the first letter of an expense type in the Graffiti writing area For example if you write the letter T it enters the Taxi expense type Writing T and then E enters Telephone which is the firs...

Page 118: ...Page 110 Using Your Basic Applications...

Page 119: ...rom 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 but to...

Page 120: ...6 0 and 7 0 You can see the full list of the supported applications when you set up Mail If your desktop E Mail application does not appear on the list you may still be able to manage your desktop E...

Page 121: ...the HotSync setting from the default affects only the next HotSync operation Thereafter the HotSync Action reverts to the default setting Synchronize the files Synchronizes the mail on your organizer...

Page 122: ...lication 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 Chapt...

Page 123: ...ect 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...

Page 124: ...ication 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 rec...

Page 125: ...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...

Page 126: ...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...

Page 127: ...ote 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 c...

Page 128: ...ist 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 cop...

Page 129: ...y 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...

Page 130: ...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 f...

Page 131: ...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...

Page 132: ...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 y...

Page 133: ...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 folde...

Page 134: ...nage 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 fo...

Page 135: ...ty 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...

Page 136: ...e 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...

Page 137: ...trieving 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 decisi...

Page 138: ...ify 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 organ...

Page 139: ...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...

Page 140: ...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 Hi...

Page 141: ...ers 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 separat...

Page 142: ...pter 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 Option...

Page 143: ...containing information you want to exchange with business contacts An application installed in RAM memory Note You can also perform HotSync operations using the IR port See IR HotSync operations in Ch...

Page 144: ...eam 4 Tap the application you want to transfer Note Some applications are copy protected and cannot be beamed These are listed with a lock icon next to them 5 Tap Beam 6 When the Beam Status dialog bo...

Page 145: ...ddress Book application button for about two seconds to beam your business card You can set the full screen pen stroke to beam the current entry See Pen preferences in Chapter 7 for more information Y...

Page 146: ...Page 138 Communicating Using Your Organizer...

Page 147: ...m or via a network using the network HotSync technology This chapter describes how to select HotSync options and perform a HotSync operation via infrared communications a modem or a network See Exchan...

Page 148: ...s 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...

Page 149: ...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...

Page 150: ...ronizing 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 con...

Page 151: ...ext 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 def...

Page 152: ...tion using the IR port the computer with which you want to synchronize must fulfill these requirements Your computer must support the IrCOMM implementation of the IrDA standards Your computer must hav...

Page 153: ...to download the driver 4 Close your Internet browser if it s in the way 5 Find the file W95ir exe on your computer Before you go to the next step be sure this file is in a folder where you want to st...

Page 154: ...e port where your infrared device is attached It should be different from any port used by the HotSync Manager 5 Make a note of which port is listed as providing application support You need this info...

Page 155: ...Make sure Local is checked on the menu 3 Choose Setup 4 Click the Local tab 5 In the Serial Port drop down box select the COM port that was given as the simulated port in the Options tab of the Infrar...

Page 156: ...f the infrared port of your computer 5 Tap the HotSync icon to start the IR HotSync operation Returning to cradle HotSync operations It s easy to return to using the cradle for HotSync operations To r...

Page 157: ...esktop software configured for use with the modem A Palm V Modem connected to your organizer A configuration for the kind of modem connection Serial to Modem or IrCOMM to Modem you want to make See Co...

Page 158: ...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 it...

Page 159: ...tSync operation 1 Tap the Applications icon 2 Tap the HotSync icon 3 Tap Modem 4 Tap the pick list below the icon and select a modem configuration Note If you need to create a configuration tap the Me...

Page 160: ...e a pause in the dialing sequence Each comma equals a two second pause 8 If the phone line you re using for the organizer has Call Waiting select the Disable call waiting check box to avoid an interru...

Page 161: ...ve a database such as games do not synchronize even if you select the item in the Conduit Setup dialog box 6 Tap OK Performing a HotSync operation via a modem After you prepare your computer and your...

Page 162: ...ing consult your System Administrator for assistance Your computer has TCP IP support installed Both your company s network system and its remote access server support TCP IP You have a remote access...

Page 163: ...and perform a HotSync operation The HotSync operation records network information about your computer on your organizer With this information your organizer can locate your computer when you perform...

Page 164: ...P IP software in Chapter 7 for information on creating a network connection 8 Tap Service and select a service 9 Tap Done 10 Tap the Menu icon 11 Tap Options then tap Conduit Setup Follow the instruct...

Page 165: ...ook 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 you...

Page 166: ...ata with a user name The User Profile feature is designed only for the first time HotSync operation before you assign a User ID to a particular organizer To create a user profile 1 Open Palm Desktop s...

Page 167: ...le 2 Press the HotSync button on the cradle 3 Click Profiles 4 Select the profile you want to load on the organizer and click OK 5 Click Yes to transfer all the profile data to the organizer The next...

Page 168: ...Page 160 Advanced HotSync Operations...

Page 169: ...hut off interval the Stay on in cradle feature 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 Connec...

Page 170: ...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 B...

Page 171: ...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 Yo...

Page 172: ...he 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 V Modem pe...

Page 173: ...o set the country default 1 Tap the country name pick list 2 Tap the setting you want to use Time date week start and numbers formats The Time setting defines the format for the time of day The time f...

Page 174: ...ur 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...

Page 175: ...sociated 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 gam...

Page 176: ...ur organizer See http www palm com You can also create custom configurations There are four possible kinds of connections Serial to PC A local HotSync connection the direct serial connection between y...

Page 177: ...m attached to your desktop computer to synchronize with your Desktop application For this example you use the IrCOMM to Modem connection To create an IrCOMM to Modem connection 1 Tap New 2 Enter a nam...

Page 178: ...d to your cell phone 8 Tap OK and then tap OK again to save the configuration After you create the configuration you need to set up the HotSync Manager of your Desktop application and the HotSync appl...

Page 179: ...f you are away on travel See Connection preferences earlier in this chapter for a complete explanation on how to create modem configurations After you configure both the Connection and Network Prefere...

Page 180: ...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 use...

Page 181: ...s 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 fie...

Page 182: ...using a calling card Note The Phone Setup dialog box works correctly for AT T and Sprint long distance services However because MCI works differently MCI customers need to put the calling card number...

Page 183: ...Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected If your telephone has Call Waiting you need to disable this feature before logging into your ISP...

Page 184: ...wo 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 befo...

Page 185: ...e Menu icon 2 Tap Service and then tap New An Untitled service template is added to the Service pick list To duplicate an existing service template 1 Tap the Service pick list 2 Tap the predefined ser...

Page 186: ...ping the connection with your ISP or dial in server when you switch out of a TCP IP application To set the Idle timeout 1 Tap the Idle timeout pick list and select one of the following options PPP Poi...

Page 187: ...ondary 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 mu...

Page 188: ...ovider ISP A login script is associated with a specific service template created in Network Preferences A login script is something that you are likely to receive from your IS System Administrator if...

Page 189: ...mands from the Command pick list in the Login Script dialog Some commands such as Send require you to supply additional information Those commands have a parameter field so that you can add the necess...

Page 190: ...connecting Send CR Transmits a carriage return or LF character to the TCP IP server to which you are connecting Send User ID Transmits the User ID information entered in the User ID field of the Netw...

Page 191: ...a development environment that supports the Palm OS software such as Metrowerks Code Warrior For additional information on creating plug in applications send e mail to Palm Developer Support at devsu...

Page 192: ...to find out why you cannot connect to your ISP or dial in server take a look at the Network Log The Network Log lists all of the communication that occurs between your modem and your dial in server d...

Page 193: ...hapter 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 sc...

Page 194: ...f 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 ac...

Page 195: ...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 ShortC...

Page 196: ...Page 188 Setting Preferences for Your Organizer...

Page 197: ...erproof 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 calcu...

Page 198: ...e your organizer in the cradle to recharge the unit This helps prevent accidental data loss If the battery drains to the point where your organizer does not operate it stores your data safely for abou...

Page 199: ...rt 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 d...

Page 200: ...Palm Computing Platform logo to appear then 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...

Page 201: ...ext 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 def...

Page 202: ...Page 194 Maintaining Your Organizer...

Page 203: ...ite 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 ad...

Page 204: ...ter 4 You may need to perform a HotSync operation to recover the memory Delete unused memos and records If necessary you can save these records See Deleting records in Chapter 4 If you have installed...

Page 205: ...o recognize handwriting input with the stylus you need to use Graffiti writing See Using Graffiti writing to enter data in Chapter 2 Make the Graffiti character strokes in the Graffiti writing area no...

Page 206: ...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 operatio...

Page 207: ...ly 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 cann...

Page 208: ...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 Ma...

Page 209: ...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 ent...

Page 210: ...he telephone line you are using is not noisy which can interrupt communications Check the batteries in your modem and replace them if necessary I can t perform an IR HotSync operation Be sure the HotS...

Page 211: ...presence of other infrared devices Do the following to turn off this option 1 In the Windows taskbar click Start 2 Choose Settings and then choose Control Panel 3 Double click Infrared 4 Click the Opt...

Page 212: ...ams 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 are recei...

Page 213: ...s to restore your private entries 1 Use the Palm Desktop software and the cradle or infrared communica tion to synchronize your data 2 Tap Forgotten Password in Security to remove the password and del...

Page 214: ...message 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...

Page 215: ...l spreadsheet Each Expense item stored in your organizer represents a group of related data You can associate the following data with an expense item Category Payment Currency Date Vendor Expense Type...

Page 216: ...osoft 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 Expen...

Page 217: ...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 consider...

Page 218: ...tions 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...

Page 219: ...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 ma...

Page 220: ...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...

Page 221: ...emplate 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 clic...

Page 222: ...ion 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...

Page 223: ...es 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...

Page 224: ...oft Excel such as Lotus 1 2 3 or Quattro Pro to open and manipulate the Expense data on your computer The data file is named Expense txt and is stored in the Expense folder within the folder containin...

Page 225: ...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 s...

Page 226: ...cter 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 t...

Page 227: ...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 pro...

Page 228: ...0 and Customer notifies 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 expen...

Page 229: ...SATIS FACTORY QUALITY CORRESPONDENCE WITH DESCRIPTION AND NON INFRINGEMENT ALL OF WHICH ARE EXPRESSLY DISCLAIMED 3COM NEI THER ASSUMES NOR AUTHORIZES ANY OTHER PERSON TO ASSUME FOR IT ANY OTHER LIABIL...

Page 230: ...applicable written warranty This warranty gives you specific legal rights which may vary depending on local law GOVERNING LAW This Limited Warranty shall be governed by the laws of the State of Califo...

Page 231: ...this License Agreement If you transfer the Software you must at the same time either transfer all copies of the Software as well as the sup porting documentation to the same party or destroy any such...

Page 232: ...performed entirely within California between California residents and by the laws of the United States You agree that the United Nations Convention on Contracts for the International Sale of Goods 198...

Page 233: ...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...

Page 234: ...roduct based on the standard of the Voluntary Control Council for In terference from Information Technology Equipment VCCI If this is used near a radio or television receiver in a domestic environment...

Page 235: ...eyboard 15 20 Application buttons 7 16 48 49 50 51 137 162 Applications Address Book 49 beaming 135 136 Calculator 51 categories 37 38 Date Book 48 Expense 52 font style 71 installing 40 42 Launcher 1...

Page 236: ...omputer keyboard entering data with 22 Conduits for connecting to PIMs 13 for modem HotSync operations 152 for synchronizing applications 199 142 143 193 Confirming e mail 122 Conflicting events 80 Co...

Page 237: ...ng in Mail list 127 To Do List record due 91 Year 2000 warranty 220 Day Date Book view 72 83 DBA Date Book archive file 35 Decimal point 165 Default categories 59 currency in Expense 102 settings See...

Page 238: ...e of item 100 defining new currency 103 deleting records 55 menus 108 notes for records 70 opening 52 overview 52 purging records 56 receipt details 100 reports in Excel 105 108 207 216 sorting record...

Page 239: ...ons using IR port 147 148 169 170 options for filtering e mail 128 133 problems with 199 203 problems with IR 202 setting options 139 141 for synchronizing data 11 using with another PIM 43 I Icons al...

Page 240: ...5 desktop configuration 112 114 draft e mail 123 editing unsent e mail 122 filing e mail 124 filtering options 128 133 folders 126 HotSync options 113 114 menus 134 opening 114 overview 111 112 priori...

Page 241: ...ry DNS 179 secondary DNS 179 selecting connection 173 selecting service 171 TCP IP 171 user name 172 Notes attaching to records 70 Numbers decimal point and thousands separator 165 Graffiti writing 29...

Page 242: ...s displaying and creating 68 69 198 lost with forgotten password 46 See also Security Profiles 158 Punctuation marks Graffiti writing 30 onscreen keyboard 34 Purging deleted e mail 126 records 56 See...

Page 243: ...Beaming information e mail 115 117 122 Serial connections 168 connector 9 port 9 141 149 Service selecting for network 171 templates 177 183 Settings See Preferences ShortCuts backing up 142 managing...

Page 244: ...cords 70 opening 50 overview 50 prioritizing records 89 93 private records 69 purging records 56 92 sorting records 67 Today See Current date Transferring data See HotSync Transmitting data See Beamin...

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