Palm 3C80501U - Vllx - OS 3.5 20 MHz Handbook Download Page 6

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Handbook for the Palm VII™ Handheld

Beaming information ....................................................................... 185

Chapter 7: Advanced HotSync

Operations

Selecting HotSync setup options.................................................... 189
Customizing HotSync application settings .................................. 191
IR HotSync operations ..................................................................... 193

Preparing your computer for infrared communication........... 193
Configuring HotSync Manager for infrared communication . 196
Performing an IR HotSync operation ......................................... 197
Returning to cradle HotSync operations.................................... 197

Conducting a HotSync operation via modem.............................. 198

Preparing your computer............................................................. 198
Preparing your handheld ............................................................. 200
Selecting the conduits for a modem HotSync operation ......... 201
Performing a HotSync operation via a modem......................... 202

Conducting a HotSync operation via a network ......................... 203

Connecting to your company’s dial-in server ........................... 203
Performing a network HotSync operation................................. 206

Using File Link .................................................................................. 206
Creating a user profile ..................................................................... 207

Chapter 8: Setting Preferences for Your Handheld

Viewing preferences......................................................................... 210
Buttons preferences .......................................................................... 210

Pen preferences .............................................................................. 211
HotSync buttons preferences ....................................................... 212

Digitizer preferences ........................................................................ 213
Formats preferences ......................................................................... 213

Country default.............................................................................. 213
Time, date, week start, and numbers formats ........................... 214

General preferences.......................................................................... 214

Auto-off delay ................................................................................ 214
System, alarm, and game sounds................................................ 215

Summary of Contents for 3C80501U - Vllx - OS 3.5 20 MHz

Page 1: ...2004 Any information in this manual pertaining to Palm Net PQAs web clipping applications MyPalm and the WAP Browser is not applicable after that date For wireless email and web browsing we recommend you migrate to a palmOne smartphone We can help you do this Click here to learn how to upgrade to a new solution ...

Page 2: ...ss or claims by third parties which may arise through the use of this software Palm Inc and its subsidiaries assume no responsibility for any damage or loss caused by deletion of data as a result of malfunction dead battery or repairs Be sure to make backup copies of all important data on other media to protect against data loss Important Please read the End User Software License Agreement include...

Page 3: ...get things done 17 Elements of the interface 18 Opening applications 19 Using menus 22 Four ways to enter data 24 Customizing your handheld 28 Chapter 2 Entering Data in Your Palm VII Handheld Using Graffiti writing to enter data 31 Writing Graffiti characters 31 Graffiti tips 33 The Graffiti alphabet 34 Writing capital letters 35 Writing numbers 35 Graffiti numbers 36 Writing punctuation marks 36...

Page 4: ...ssigning a password 50 Changing or deleting a password 51 Locking your handheld 52 Recovering from a forgotten password 53 Chapter 4 Using Your Basic Applications Overview of basic applications 56 Date Book 56 Address Book 57 To Do List 58 Memo Pad 59 Calculator 59 Expense 60 Common tasks 61 Creating records 61 Editing records 61 Deleting records 63 Purging records 64 Exchanging and updating data ...

Page 5: ...ing and reading messages 140 Creating messages 145 Rerouting replies to your messages 149 Adding a signature to your message 150 Sending messages 151 Editing an unsent message 152 Draft messages 153 Filing a message 154 Deleting messages 154 Removing a message from the Deleted folder 155 Purging deleted messages 155 Options for the iMessenger list screen 155 Your Palm Net mailbox 157 The iMessenge...

Page 6: ...ng an IR HotSync operation 197 Returning to cradle HotSync operations 197 Conducting a HotSync operation via modem 198 Preparing your computer 198 Preparing your handheld 200 Selecting the conduits for a modem HotSync operation 201 Performing a HotSync operation via a modem 202 Conducting a HotSync operation via a network 203 Connecting to your company s dial in server 203 Performing a network Hot...

Page 7: ...e 230 Network preferences menu commands 230 TCP IP troubleshooting 231 Owner preferences 232 ShortCuts preferences 233 Creating a ShortCut 233 Editing a ShortCut 234 Deleting a ShortCut 234 Wireless preferences 234 Proxy 234 Sending ID or location information 235 Appendix A Maintaining Your Handheld Caring for your handheld 237 About the AAA batteries 238 Automatic recharging of the transmitter 23...

Page 8: ... Labels 265 Sections 266 Analyzing your custom Expense Report 267 Programming the mapping table 268 Using applications other than Microsoft Excel 272 Expense file details 273 Appendix D Non ASCII Characters for Login Scripts Use of char 275 Carriage return and line feed 275 Literal characters 276 Palm Net Service Agreement and Other Product Information Palm Net service agreement 277 Product regula...

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

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

Page 11: ...ome You can enter all your schedule details in Date Book so you can view them by the day week or month and you also have an agenda view for displaying current events and To Do items at the same time Keep all your contact names addresses phone numbers and other details in Address Book so you can find them as soon as you need them Add your tasks to To Do List prioritize them so you don t overlook th...

Page 12: ...eet the following requirements Minimum requirements IBM compatible 486 computer or higher One of the following Windows 95 98 and 8 MB RAM memory Windows NT 4 0 and 16 MB RAM Windows 2000 and 64 MB RAM 20 MB available hard disk space VGA monitor or better CD ROM drive you can also download Palm Desktop software from http www palm net Mouse One available serial port or USB port PalmConnect USB Kit s...

Page 13: ... is turned off pressing the power button turns your handheld on and returns you to the last screen you viewed Press the power button to turn your handheld off If you have difficulty seeing the information onscreen use the backlight to illuminate the screen Press the power button and hold it down for about two seconds to turn the backlight on or off The backlight turns off automatically after a per...

Page 14: ...egulations for electronic devices Graffiti writing area The area where you write letters and numbers using the Graffiti alphabet See Chapter 2 to learn how to write Graffiti characters Application buttons Opens the individual handheld applications that correspond to the icons on the buttons Date Book Address Book To Do List and Memo Pad See Buttons preferences in Chapter 8 for details on reassigni...

Page 15: ...e batteries later in this chapter for information on removing the battery door and installing batteries Contrast control Adjusts the appearance of the screen for the clearest screen display Depending on the lighting conditions or temperature of the environment where you use your handheld you may need to adjust the setting of the contrast control Reset button Under normal use you should not have to...

Page 16: ...l COM port door Protects the serial port that fits into the connector of the handheld cradle The door ensures that the connection surface of the serial port remains clean and clear of debris Note When your handheld is in the cradle and the cradle is connected to your computer you can use HotSync technology to do a two way exchange of the data on your handheld and your computer Plug the connector o...

Page 17: ... clips in the battery compartment secure the batteries in place 3 Insert the battery door back into place so that it is flush with the back of your handheld and clicks into position Important Do not force the battery door When the batteries are correctly installed the battery door clips smoothly into place If you feel resistance when replacing the battery door make sure the door is aligned with th...

Page 18: ...smitter has been charged you can activate the service See Activating the Palm Net wireless communication service later in this chapter Your handheld turns on automatically and Setup begins Setup consists of a short series of screens that you complete to prepare your handheld for use Setup also lists the web clipping applications that are preloaded on your handheld To complete Setup follow the inst...

Page 19: ...h your new Palm Desktop software go to the HotSync Manager and choose Custom Note Be sure your username appears in the box at the top of the Custom dialog box If not select your username 6 For all conduits click Change and select the option Desktop overwrites handheld Then click Done See Customizing HotSync application settings in Chapter 7 for more information 7 Place your new handheld in the cra...

Page 20: ...Desktop software is optional However when you use it with your handheld and the built in HotSync technology you can fully synchronize the information on your handheld with the information on your computer It is a good idea to back up your data in case something happens to the data on your handheld Changes you make on your handheld or Palm Desktop software appear in both places after you synchroniz...

Page 21: ...n the process Do not simply copy the Palm Desktop software files to your computer s hard disk You must use the installation software to place the files in their proper locations and to decompress the files To install Palm Desktop software 1 Exit any open programs including those that run automatically at startup Disable any virus scanning software 2 Insert the Palm Desktop software CD ROM into the...

Page 22: ...ou transmit and receive data over the airwaves Palm Inc provides the Palm Net wireless communication service which you must subscribe to in order to gain access to wireless features After you activate the wireless communication service the following wireless features become available to you Web clipping using web clipping applications Wireless Internet messaging using the iMessenger application Ac...

Page 23: ...o 15 characters long 3 Read the Palm Net service agreement located at the back of this book 4 After the transmitter finishes charging raise the antenna on the right side of your handheld by gently rotating it upwards 5 Follow the instructions onscreen to activate the wireless communication service Important Be sure to record and remember the username and password you create during activation You n...

Page 24: ...ay to access the Internet called web clipping In general web clipping is a simple process of query and response You simply request information tap a button that transmits your request to the Internet and within seconds you receive a response See Chapter 5 for more information Wireless Internet messaging Like web clipping the iMessenger application takes advantage of the wireless functionality of y...

Page 25: ...an detect exactly which task you want to perform Important Always use the point of the stylus for tapping or making strokes on the handheld screen Never use an actual pen pencil or other sharp object to write on the handheld screen With your handheld turned on you can tap the handheld screen to do many operations such as the following Open applications Submit queries to the Internet Check for and ...

Page 26: ...pplications menus and Calculator and to find text in the data of your basic applications abc With the cursor in an input field tap the dot to activate the alphabetic keyboard 123 With the cursor in an input field tap the dot to activate the numeric keyboard Check box When a check mark appears in a check box the corresponding option is active If a check box is empty tapping it inserts a check mark ...

Page 27: ...oll bar Drag the slider or tap the top or bottom arrow to scroll the display one line at a time To scroll to the previous page tap the scroll bar just above the slider To scroll to the next page tap the scroll bar just below the slider You can also scroll to the previous and next pages by pressing the upper and lower portions of the scroll button on the front panel of your handheld Previous next a...

Page 28: ... icon of the application that you want to open If you have many applications installed on your handheld tap the scroll bar to see all of your applications Tip To find an application quickly you can write the Graffiti character for the first letter of its name The Applications Launcher scrolls to the first application with a name that begins with that letter You can also assign applications to diff...

Page 29: ...n you install web clipping applications they appear by default in the Palm Net category of the Applications Launcher The icons of web clipping applications and all applications that use the antenna are easy to recognize They all have a dark diamond shape as their background and include the over the air icon Feel free to explore all your web clipping applications to find out what kind of informatio...

Page 30: ...ap the inverted title area at the top of the screen In this example three menus are available Record Edit and Options The Record menu is selected and contains the commands New Memo Delete Memo and Beam Memo Choosing a menu After you open the menu bar for an application tap the menu that contains the command you want to use The menus and menu commands that are available depend on the application th...

Page 31: ...menu commands for the current screen For example if you select text the undo cut copy and paste menu icons appear Tap an icon to select the command or immediately write the corresponding command letter in the Graffiti writing area For example to choose Copy in the Edit menu draw the Command stroke followed by the letter c Note Command mode is only active for a short time so you must tap an icon or...

Page 32: ...p 1 Tap the Tips icon 2 After you review the tip tap Done Four ways to enter data There are four ways to enter data into your handheld Using the onscreen keyboard Using Graffiti writing Entering or importing data in Palm Desktop software and then synchronizing with your handheld Using an external keyboard Onscreen keyboard When you create or edit a record in an application such as Address Book you...

Page 33: ... stylus and they are instantly recognized as letters or numbers Your handheld also includes Giraffe a game you can use to practice writing Graffiti characters See Installing and removing applications in Chapter 3 for installation instructions The Memo Pad application is ideal for practicing Graffiti writing This section explains how to open Memo Pad and use it to practice Graffiti writing Backspac...

Page 34: ...ftware If you have new records you want to add to your handheld and prefer to use the computer keyboard rather than Graffiti writing or the onscreen keyboard enter the data in the Palm Desktop software or the PIM you have installed to use with your handheld After the information is in Palm Desktop software perform a HotSync operation to synchronize your handheld with your computer See Exchanging a...

Page 35: ...ld When you import data you transfer the records to your handheld without having to enter them manually See Importing data in Chapter 2 for more information External keyboard You can connect an optional keyboard accessory to the serial connector on your handheld so you can type data directly into your handheld External keyboards are very helpful when you need to enter large amounts of data quickly...

Page 36: ... the Applications icon 2 Tap the Preferences Prefs icon 3 Tap the category pick list in the upper right corner of the screen 4 Tap the Preferences category you want to view The following procedures for setting the time and date give you an example of how to customize your handheld You make changes to the time and date in General preferences To set the current time 1 Tap the Set Time box 2 Tap the ...

Page 37: ...ter 1 Page 29 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 Tap to select date ...

Page 38: ...Page 30 Introduction to Your Palm VII Handheld ...

Page 39: ...ti 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 sha...

Page 40: ...ing area indicate the two areas To write Graffiti letters 1 Tap the screen where you want your text to go Note You need to tap above the Graffiti writing area and you must see a blinking cursor before you write the text 2 Use the tables on the following pages to find the stroke shape for the letter you want to create For example the stroke shown below creates the letter n Note There are two differ...

Page 41: ... You must begin the character strokes in the Graffiti writing area If you do not make Graffiti strokes in the Graffiti writing area your handheld does not recognize them as text characters Graffiti tips When using Graffiti writing keep these tips in mind Accuracy improves when you write large characters You should draw strokes that nearly fill the Graffiti writing area Press firmly To delete chara...

Page 42: ...Page 34 Entering Data in Your Palm VII Handheld 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 43: ...tter Use the Caps Shift stroke Tip When Caps Shift is active an up arrow symbol appears in the lower right corner of the handheld screen If you accidentally activate Caps Shift backspace will cancel it 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 handheld screen To return to lowe...

Page 44: ...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 Tip 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 Punctu...

Page 45: ...Graffiti writing area of your handheld 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 46: ...e 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 à á â ã ä å è é ê ë ì í î ï ò ó ô õ ö ù ú û ü ý ÿ ñ Additional non English characters You can write the following characters without any special punctuation or shifting Note You must write these non English characters in the left side of th...

Page 47: ...veral predefined ShortCuts and you can also create your own Each ShortCut can represent up to 45 characters For example you might create a ShortCut for your name or for the header of a memo See ShortCuts preferences in Chapter 8 to learn about creating your own ShortCuts To use a ShortCut draw the ShortCut stroke followed by the ShortCut characters When you draw the ShortCut stroke the ShortCut sy...

Page 48: ... 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 includes a dialog box for international characters You can switch among the three dialogs at any time to enter the exact text you need 5 After you finish tap Done to close the onscreen keyboard and place th...

Page 49: ...your handheld without having to key it in manually Save the data in one of the file formats listed below import it into Palm Desktop software and then perform a HotSync operation to transfer the data to your handheld Palm Desktop software can import data in the following file formats Comma delimited csv txt Address Book and Memo Pad only Tab delimited tab tsv txt Address Book and Memo Pad only CSV...

Page 50: ...Import 5 Select the file you want to import 6 Click Open 7 To import data into the correct Palm Desktop fields drag fields in the left hand column so that they are opposite the corresponding imported field on the right 8 If you do not want to import a field deselect the check box for that field 9 Click OK The imported data is highlighted in the application 10 To add the imported data to your handh...

Page 51: ... installed on your handheld appear in the Applications Launcher See Opening applications in Chapter 1 for details Switching between applications When working in any application tap the Applications icon or press an application button on the front panel of your handheld to switch to another application Your handheld automatically saves your work in the current application and displays it when you r...

Page 52: ... 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 53: ...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 54: ... your handheld using the Install Tool You can also install additional applications on your handheld such as games and other software including more web clipping applications Many third party applications are available for your handheld The web site http www palm net has more information about these applications Note Any game or application that you install on your handheld resides in RAM memory yo...

Page 55: ...so access the Install Tool dialog box by selecting Install Tool from the Palm Desktop program group or by double clicking any file with a PDB PRC PNC or PQA file extension 4 In the User drop down list select the name that corresponds to your handheld ...

Page 56: ... not remove the application from your computer it simply removes it from the list of applications to install 8 Perform a HotSync operation to install the application s you selected in step 6 See Exchanging and updating data HotSync operations in Chapter 4 for details By default web clipping applications appear on your handheld in the Palm Net category of the Applications Launcher Installing games ...

Page 57: ...lications In the event that you run out of memory or decide that you no longer need an application you installed you can remove applications from your handheld You can remove only add on applications patches and extensions that you install you cannot remove the applications that reside in the ROM portion of your handheld To remove an add on application 1 Tap the Applications icon 2 Tap the Menu ic...

Page 58: ...annot view the entries you wish to protect See Protection of your wireless transactions in Chapter 5 for information about the security of the Palm Net network In Security you can do the following Lock and turn off your handheld so that it does not operate until you enter the correct password Mask all records that you mark as private so the information appears greyed out Hide all records that you ...

Page 59: ...password a second time and tap OK Changing or deleting a password Once you define a password for your handheld you can change or delete it at any time You must enter the current password before you can change or delete it To change or delete your password 1 Tap the Password box 2 Enter the current password 3 Tap OK 4 Do one of the following Tap here Tap here ...

Page 60: ...andheld Performing a hard reset deletes all the records in your handheld however you can restore all synchronized data at the next HotSync operation See Performing a hard reset in Appendix A for information about how to perform a hard reset To lock your handheld with a password 1 Perform a HotSync operation to synchronize the data between your handheld and your computer See Exchanging and updating...

Page 61: ...r handheld Deleting a forgotten password also deletes all entries and files marked as Private Important If you synchronize with your computer before deleting a forgotten password your handheld restores your private entries the next time you perform a HotSync operation but it does not restore the password To delete a forgotten password 1 Tap Lost Password 2 Tap Yes ...

Page 62: ...Page 54 Managing Your Applications ...

Page 63: ...er is divided into three sections Overview of basic applications briefly describes each application and explains how to open it Common tasks gives instructions on how to do tasks that you can do in most or all of the basic applications It s easy to transfer what you learn in one application to the others because the structure and behavior of all the applications are quite similar Application speci...

Page 64: ... spot days where you have morning lunch or afternoon appointments Display an agenda showing appointments untimed events and your To Do items for the day Set an alarm to sound prior to the scheduled activity Create reminders for events that are based on a particular date rather than time of day Birthdays and anniversaries are easy to track with your handheld Attach notes to individual events for a ...

Page 65: ...e which phone number appears in the Address list for each Address Book entry Attach a note to each Address Book entry in which you can enter additional information about the entry Assign Address Book entries to categories so that you can organize and view them in logical groups To open Address Book Press the Address Book application button on the front panel of your handheld Address Book opens to ...

Page 66: ...o Do List items to categories so that you can organize and view them in logical groups Sort your To Do List items either by due date priority level or category Attach notes to individual To Do List items for a description or clarification of the task To open To Do List Press the To Do List application button on the front panel of your handheld To Do List opens to display the category of items you ...

Page 67: ...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 handheld Memo Pad opens to display the last Memo Pad screen that you viewed Note Press the Memo Pad application button repeatedly to cycle through the...

Page 68: ...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 69: ...rd 1 Select the application in which you want to create a record 2 Tap New 3 In Date Book only Select start and end times for your appointment and tap OK 4 Enter text for the record 5 Optional Tap Details to select attributes for the record 6 In Address Book and Memo Pad only Tap Done There s no need to save the record because your handheld saves it automatically Editing records After you create a...

Page 70: ...ar in an Edit menu Undo Reverses the action of the last edit command For example if you used Cut to remove text Undo restores the text you removed Undo also reverses deletions done by using backspace Cut Removes the selected text and stores it temporarily in the memory of your handheld You can paste the text you cut into another area of the current application or into a different application Copy ...

Page 71: ...eld transfers it to an archive file on your desktop the next time you perform a HotSync operation Other ways to delete records You can also delete records in the following ways In the application s Details dialog box tap Delete then tap OK Delete the text of the record Note In Date Book you can choose to delete the text of the current repeating event current and future events or all instances of t...

Page 72: ...in the iMessenger application see Chapter 5 and in Mail see Chapter 6 Purging is not available in Address Book or Memo Pad You must delete unneeded records from these applications To purge records 1 Open the application 2 Tap the Menu icon 3 Tap Record and then tap Purge A confirmation dialog box appears Date Book Tap the pick list and select how old a record must be to be purged Purge deletes rep...

Page 73: ...er 7 for information about performing HotSync operations via a modem network or IR port Performing a HotSync operation for the first time The first time you synchronize your data you need to enter user information in your Palm Desktop software After you enter this information and synchronize the HotSync Manager recognizes your handheld and doesn t ask for this information again If you are a System...

Page 74: ...with the cradle when it is inserted properly 2 If the HotSync Manager is not running start it on the Windows desktop click Start and then choose Programs Navigate to the Palm Desktop software program group and choose HotSync Manager Alternatively you can start the Palm Desktop software which automatically opens the HotSync Manager 3 Press the HotSync button on the cradle ...

Page 75: ...are grouped logically and are easy to review You can also categorize applications See Using the Applications Launcher in Chapter 3 for more information When you create a record your handheld automatically places it in the category that is currently displayed If the category is All your handheld assigns it to the Unfiled category You can leave an entry as Unfiled or assign it to a category at any t...

Page 76: ...n come from Address Book but you can use these procedures in all the applications in which categories are available To move a record into a category 1 Select the record you want to categorize 2 In Address Book only Tap Edit 3 Tap Details 4 Tap the Category pick list to display the list of available categories 5 Select the category for the record 6 Tap OK Note In Address Edit and Memo you can tap t...

Page 77: ...he list screen now displays only the records assigned to that category Tip Pressing an application button on the front panel of the handheld toggles through all the categories of that application To define a new category 1 Tap the category pick list in the upper right corner of the screen or list 2 Tap Edit Categories 3 Tap New Tap here Tap here ...

Page 78: ... OK You can assign any of your records to the new category To rename a category 1 Tap the category pick list in the upper right corner of the screen or list 2 Tap Edit Categories 3 Select the category that you want to rename and then tap Rename 4 Enter the new name for the category and then tap OK ...

Page 79: ...ss Book The Look Up line lets you enter the first letters of a name to scroll immediately to that name Expense Lookup displays the names in your Address Book that have data in the Company field You can add these names to a list of attendees associated with an Expense record Looking up Address Book records When working with Address Book the scroll button on the front panel of the handheld makes it ...

Page 80: ...the first letter of the company name 3 Tap the record to view its contents Using Find You can use Find to locate any text that you specify in any application except web clipping applications To use Find 1 Tap the Find icon Tip If you select text in an application before you tap Find the selected text automatically appears in the Find dialog box 2 Enter the text that you want to find Find is not ca...

Page 81: ...n from that list to a record To use Phone Lookup 1 Display the record in which you want to insert information It can be in Date Book To Do List Memo Pad Mail or iMessenger 2 Tap the Menu icon 3 Tap Options and then tap Phone Lookup 4 Spell the last name of the name you want to find The list scrolls to the first record in the list that starts with the first letter you enter Continue to spell the na...

Page 82: ...you have only one Address Book record that begins with Wi your handheld inserts the full name Fred Williams and its associated information If you have more than one name that begins with Wi the Phone Lookup screen appears and highlights the first record that begins with Wi For selected text Drag to highlight the text and then write the Phone Lookup Command stroke L Your handheld replaces the selec...

Page 83: ... ways depending on the application Sorting is available in applications that have list screens Address Book To Do List Memo Pad and Expense Note You can also assign records to categories See Categorizing records earlier in this chapter To sort records in To Do List and Expense 1 Open the application to display the list screen 2 Tap Show 3 Tap the Sort by pick list and select an option 4 Tap OK To ...

Page 84: ...ords private In all basic applications except Expense and Mail you can make individual records private Private records remain visible and accessible however until you select the Security setting to hide or mask all private records See Security in Chapter 3 for more information Hiding or masking private records You can hide or mask all records that you mark as private Masked records appear as grey ...

Page 85: ... pick list and select Hide Records 4 Tap OK to confirm that you want to hide private records To mask all private records 1 Tap the Applications icon 2 Tap Security 3 Tap the Current Privacy pick list and select Mask Records 4 Tap OK to confirm that you want to mask private records Tap Hide Records Tap Mask Records ...

Page 86: ...and then tap OK To make a record private 1 Display the entry that you want to make private 2 Tap Details 3 Tap the Private check box to select it 4 Tap OK Attaching notes In all basic applications except Memo Pad you can attach a note to a record A note can be up to several thousand characters long For example for an appointment in Date Book you can attach a note with directions to the location To...

Page 87: ...w or edit a note 1 Tap the Note icon To delete a note 1 Tap the Note icon 2 Tap Delete 3 Tap Yes Choosing fonts In all basic applications except Expense you can change the font style to make text easier to read You can choose a different font style for each application Note icon Small font Large font Bold font ...

Page 88: ...pplications 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 Tap here for small font Tap here for large font Tap here for bold font ...

Page 89: ...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 90: ...n writing a number on the number side of the Graffiti writing area 4 Do one of the following Tap the time columns on the right side of the Set Time dialog to set the Start Time then tap the End Time box and tap the time columns to set the End Time Tap All Day to automatically insert the start and end time of the event as defined in your Date Book preferences 5 Tap OK Tap the time of an event Start...

Page 91: ... to move to another week Tip You can also use the scroll button on the front panel of your handheld to move forward or backward one day at a time Tap Go To at the bottom of the screen to open the Go to Date dialog box Select a date by tapping a year month and day in the calendar Tip In the Go to Date dialog box you can also use the scroll button on the front panel of the handheld to move forward o...

Page 92: ...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 93: ...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 94: ... appears onscreen For example you set an alarm for an untimed event that occurs on February 4th If the alarm is set for 5 minutes the reminder message appears at 11 55 PM on the night of February 3rd The reminder remains onscreen until you turn on your handheld and tap OK to dismiss it Scheduling repeating or continuous events The Repeat function lets you schedule events that recur at regular inte...

Page 95: ...ist and tap Choose Date Use the date picker to select an end date 7 Tap OK After you schedule a repeating or continuous event this icon appears to the far right of the event Changing repeating or continuous events When you make changes to a repeating or continuous event such as deleting or adding notes or changing the time of an event you can decide which of the events you want to change all event...

Page 96: ...o the day on which you change the setting are not changed and your handheld creates a new repeating event If you change the date of an occurrence of a repeating event e g from January 14th to January 15th and apply the change to all occurrences the new date becomes the start date of the repeating event Your handheld adjusts the end date to maintain the duration of the event If you apply the change...

Page 97: ...rent time 2 Drag the stylus below the title area and then lift it to redisplay the date Working in Week View Week View shows the calendar of your events for an entire week This view lets you quickly review your appointments and available time slots In addition the graphical display helps you spot overlaps and conflicts in your schedule To display the Week View 1 Tap the Week View button 2 Tap the ...

Page 98: ...that appears at the top of the Week View to move directly to that day without selecting an event The Week View shows the time span defined by the Start Time and End Time in the Date Book Preferences settings If you have an event before or after this time span a bar appears at the top or bottom of that day s column Use the onscreen scroll arrows to scroll to the event Previous week Next week Tap fo...

Page 99: ...verlapping brackets to the left of the conflicting times Working in Month View The Month View screen shows which days have events scheduled Dots and lines in the Month View indicate events repeating events and untimed events You can control the dots and lines that appear in the Month View See Options menu at the end of this section on Date Book Event conflicts Previous next month Dots on right sid...

Page 100: ...he Agenda view shows you your untimed events appointments and To Do List items in one screen When you tap an untimed event or appointment in the Agenda view the Day view appears so you can see more detailed information about the event You can tap the check box next to a To Do List item to mark it complete When you tap a To Do List item your To Do List appears Note The To Do List items that appear ...

Page 101: ...s Date Book menus are shown here for your reference and Date Book features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Record menu Options menu Display Options Allows you to change Date Book s appearance and which events display Show Time Bars Activates the time bars that appear in the Day View The time ...

Page 102: ...the Month View 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 Alarm Preset Automatically sets an alarm for each new event The silent alarm for untimed events is defined by minutes days or hours before midnight of the date of the event Alarm Sound Sets the...

Page 103: ...as data import capabilities that enable you to load database files into Address Book on your handheld See Importing data in Chapter 2 and Palm Desktop online Help for more information To create a new Address Book entry 1 Press the Address Book application button on the front of your handheld to display the Address list 2 Tap New 3 Enter the last name of the person you want to add to your Address B...

Page 104: ...e letters a closer match appears For example you may already have Sacramento and San Francisco in your Address Book As you enter S Sacramento appears and as you continue entering a and n San Francisco replaces Sacramento As soon as the word you want appears tap in the next field to accept the word 7 Tap the scroll arrows to move to the next page of information 8 After you finish entering informati...

Page 105: ...rs in an entry 1 Tap the entry that you want to change 2 Tap Edit 3 Tap the pick list next to the label you want to change 4 Select a new label Changing Address Entry details The Address Entry Details dialog box provides a variety of options that you can associate with an entry To open the Address Entry Details dialog box 1 Tap the entry whose details you want to change 2 Tap Edit 3 Tap Details 4 ...

Page 106: ...her information appears in the Address list screen Your options are Work Home Fax Other E mail Main Pager and Mobile The identifying letters W H F O E M or P appear next to the record in the Address list depending on which information is displayed If the E mail or Other fields end in a letter the identifying letters are not displayed Category Assign the entry to a category Private Hide this entry ...

Page 107: ...k shows the last category you selected If you clear it Address Book displays the All category RenameCustom Fields These custom fields appear at the end of the Address Edit screen Rename them to identify the kind of information you enter in them The names you give the custom fields appear in all entries About Address Book Shows version information for Address Book Address list Address View ...

Page 108: ...ti writing area automatically creates a new item Setting priority The priority setting for items lets you arrange the tasks in your To Do List according to their importance or urgency The default setting for the To Do List is to arrange items by priority and due date with priority 1 items at the top If you have a number of items in your list changing an item s priority setting may move its positio...

Page 109: ...dicate 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 for individu...

Page 110: ...s dialog box tap No Date to open the Due Date pick list 2 Tap the date that you want to assign the item Today Assigns the current date Tomorrow Assigns tomorrow s date One week later Assigns the date exactly one week from the cur rent date No Date Removes the due date from the item Choose Date Opens the date selector where you can choose any date that you want for the item 3 Tap OK Tip If you turn...

Page 111: ... of your handheld Purge completed items to remove them from memory Show Only Due Items Shows only the items that are currently due past due or have no due date specified When this setting is ac tive items that are not yet due do not appear in the list until their due date Record Completion Date Replaces the due date with the actual date when you complete check the item If you do not assign a due d...

Page 112: ...e shown here for your reference and To Do List features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Record menu Options menu About To Do List Shows version information for To Do List ...

Page 113: ... your handheld 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 memo appea...

Page 114: ...e for your reference and Memo Pad features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands The Record and Options menus differ depending on whether you re displaying the Memo list or an individual memo Record menus Options menus Tap a memo to see its contents Memo list Memo screen Memo list Memo screen ...

Page 115: ...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 116: ...t starting the calculation over Clears the entire calculation and enables you to begin a fresh calculation Toggles the current number between a negative and positive value If you want to enter a negative number enter the number first and then press the button Places the current number in memory Each new number you enter with the M button is added to the total already stored in memory The number th...

Page 117: ...us 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 118: ...Applications 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 the amount of your new Expense item 4 Enter the amount of the expense 5 Tap the Expense type pick list and select a type from the list Note As soon as you select an expense type your handhe...

Page 119: ... 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 These opt...

Page 120: ...lt currency unit is defined in the Preferences dialog box see Options menu later in this chap ter You can also display up to four other common types of cur rency See Customizing the Currency pick list later in this chapter for more information Vendor and City Lets you record the name of the vendor usually a company associated with the expense and the city where the expense was incurred For example...

Page 121: ...ap the Default Currency pick list 5 Tap the currency symbol you want to appear in Expense 6 Tap OK Defining a custom currency symbol If the currency you want to use is not in the list of countries you can create your own custom country and currency symbol To define a custom currency symbol 1 Tap the Menu icon 2 Tap Options and then tap Custom Currencies 3 Tap one of the four Country boxes 4 Enter ...

Page 122: ...ar Expense item select the symbol in the Receipt Details dialog box associated with that item Show Options Show Options define the sort order and other settings that relate to your Expense items To open the Show Options dialog box 1 In the Expense list tap Show 2 Select any of the options 3 Tap OK Sort by Enables you to sort expense items by date or type Distance Enables you to display Mileage ent...

Page 123: ...plication like any other piece of data on your handheld The symbol appears in your Desktop application however only if you are using fonts that support the euro symbol These fonts are part of the operating system on your desktop computer They do not reside with your Desktop application and they are not produced by Palm Inc Operating System Euro Support Mac OS Contained in Mac OS 8 5 or higher For ...

Page 124: ...ktop software to view and print your Expense data in a Microsoft Excel spreadsheet To create or print an expense report 1 Perform a HotSync operation to transfer your latest Expense data to your computer 2 Click Expense in Palm Desktop software to open Microsoft Excel and the Expense Report configuration dialog box Note If you launch Expense from the Start menu instead of Palm Desktop software you...

Page 125: ...e data Your data appears in Microsoft Excel spreadsheet form You can enter information make formatting changes and save and print the file in the normal manner Using expense report templates Palm Desktop software includes several expense report templates When you use one of these templates you can edit your expense data in Microsoft Excel The templates have the extension xlt and are stored in the ...

Page 126: ... change these templates For example you can add your company name to a template See Appendix C for information on changing templates To view your expense data using a Microsoft Excel template 1 Display your expense data in a Microsoft Excel spreadsheet as described in the previous procedure 2 Click Options ...

Page 127: ...xpense template and have it appear in the Templates menu see Appendix C for more information 5 Click OK Expense menus Expense menus are shown here for your reference and Expense features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Record menu Options menu Choose expense template Enter name and other info...

Page 128: ...pe by writing the first letter of an expense type in the Graffiti writing area For example if you write the letter T it enters the Taxi expense type Writing T and then E enters Telephone which is the first expense type beginning with the letters TE About Expense Shows version information for Expense ...

Page 129: ...web clipping and wireless Internet messaging This chapter describes those features and explains how to use them Important Whenever you use the wireless features of your handheld please observe the guidelines or prohibitions on the use of wireless devices in your current location For example when you are on an airplane do not raise the antenna or use the wireless features at times when the Federal ...

Page 130: ...lable to you when you set up your handheld and install Palm Desktop organizer software give you access to the following kinds of information traffic and weather conditions airline hotel and restaurant information locations of automatic teller machines driving directions stock market data movie listings availability of tickets to local events business and general news definitions spelling and synon...

Page 131: ...me time you can take advantage of the elaborate graphics variety and many choices offered by a web site But when you re in a car or on the street and need information fast a web clipping application on your handheld makes it easy to find the specific information you need ...

Page 132: ...s and stores messages sent to you at your Palm Net address and it delivers any message you send directly from your handheld to the Internet e mail address you specify When you activate the Palm Net wireless communication service you acquire an address on the network for example username palm net Then whenever you re within coverage of the network you can communicate with anyone who has an Internet...

Page 133: ...ee the important notice at the beginning of this chapter about observing regulations on the use of wireless devices on airplanes and in other locations where their use may be restricted Protection of your wireless transactions Your handheld is equipped with next generation encryption technology from Certicom This encryption technology is used to secure your credit card number when you activate the...

Page 134: ...Chapter 3 for information about locking your handheld See Making records private in Chapter 4 for information about hiding specific records The Palm Net web site http www palm net The Palm Net web site is an important source of information about the wireless features of your handheld and about your use of the wireless communication service The following features are available on the web site Cover...

Page 135: ...rvice or your use of it the web clipping application is the first place to go to find your answer To open the Palm Net web clipping application Tap the Palm Net web clipping application icon You can do the following in the web clipping application Check a summary of the current status of your account Read Customer Support topics Submit a question or comment to Customer Support Improving signal str...

Page 136: ... more bars displayed the stronger the signal The number represents signal strength as a percentage The higher the number the stronger the signal You can also monitor signal strength from within web clipping applications and the iMessenger application A small version of the same bar graph you see in the Diagnostics application appears onscreen when you re performing a wireless transaction More bars...

Page 137: ...b clipping applications they appear by default in the Palm Net category of the Applications Launcher The icons of web clipping applications are easy to recognize They all have a dark diamond shape as their background and include the over the air icon Feel free to explore all of your web clipping applications to find out what kind of information they offer Despite the presence of the over the air s...

Page 138: ...do in other applications on your handheld You use Graffiti writing or the onscreen keyboard to enter text Elements of the interface that look familiar edit lines pick lists check boxes scroll arrows buttons menus etc behave in web clipping applications as they behave in basic applications like Address Book or Memo Pad In edit lines you can select cut copy and paste text as you do in other applicat...

Page 139: ...nsaction and costs nothing To submit a query to the Internet 1 Raise the antenna 2 Tap the icon of the web clipping application you want to open 3 Follow the directions onscreen for specifying the information you want from the Internet Some web clipping applications need you to identify a location in order to give you useful information For example web clip ping applications that report the weathe...

Page 140: ...ur handheld or sent to the Palm Net server Reviewing current queries and clippings Back arrow Your handheld stores the queries and clippings of your current session so that you can review them Use the Back arrow to review the pages you displayed since you opened the web clipping application To go back to a previously viewed page Tap the Back arrow in the web clipping application you want to review...

Page 141: ... the Yahoo People Search icon 3 Tap the First Name edit line and enter the first name of a person whose address and phone number you want to find You can use Graffiti writing or the onscreen keyboard to enter data 4 Enter the last name of the person and the city where the person lives 5 Tap the State pick list and select the state where the person lives Tip Writing the first few letters of the sta...

Page 142: ... size of a clipping 1 Tap the Menu icon 2 Tap Options and then tap Info The Info dialog box shows how many bytes the clipping contains Reviewing stored clippings History list You can see a list of stored clippings in the History list and then select the one you want to review You can see clippings that pertain only to the web clipping application that is open When you open another web clipping app...

Page 143: ... the text of a clipping or page 1 Make sure the clipping or page you want to copy is onscreen You can use the Back arrow or the History list to display the clipping or page you want 2 Tap the Menu icon 3 Tap Edit and then tap Copy Page 4 Open one of the basic applications such as Address Book or Memo Pad 5 Create a new record 6 Tap the Menu icon 7 Tap Edit and then tap Paste Keep the following poi...

Page 144: ...of your message 3 Do one of the following Tap Put in Outbox to file the message in the Outbox Your mes sage is sent the next time you open the iMessenger application and tap Check Send Tap Cancel and then tap Yes to save the message in the Draft folder of the iMessenger application Tap No to delete the message Web clipping application menus All web clipping applications have the same menus Web cli...

Page 145: ...u on the Palm Net network Read delete reply to and reroute incoming messages Create outgoing messages and drafts of messages Send messages to any Internet e mail address directly from your handheld The iMessenger application differs from the Mail application The iMessenger application is completely independent of the Mail application You use them differently and they do not interact in any way You...

Page 146: ...ication enables you to send and receive messages even though you may be miles away from any desktop computer You work only with your handheld to create send receive and otherwise manage messages Synchronizing with your computer does not transfer iMessenger messages to your desktop E Mail application Opening the iMessenger application 1 Raise the antenna located on the right side of your handheld R...

Page 147: ...o open a menu of commands that you can use in the current context To check for new messages Tap Check Send Tapping Check Send accomplishes two actions Downloads messages that are waiting for you on the network Sends out messages that are in the iMessenger Outbox A Transaction Progress message box appears onscreen and tracks the progress of the transaction The iMessenger application downloads no mo...

Page 148: ...s transaction 1 Tap the Menu icon 2 Tap Options and then tap Show Log To open a message In the iMessenger list screen tap a message to open it To close a message Tap Done Opening and reading messages A message is downloaded from the network in compressed characters When you open the message the characters are converted to an uncompressed readable form The message arrives in segments each comprisin...

Page 149: ...e appears at the end of the message 500 50 000 characters The first 500 characters are downloaded A message at the end tells you how many readable characters are left to be retrieved You can download as much of the rest of the message as you want or ignore what s left More than 50 000 characters Palm Net service returns the message to the sender as undeliverable Marks the end of a message Tap righ...

Page 150: ...ssage 1 At the bottom of the screen tap More The Retrieve More dialog box appears 2 Do one of the following For a message with fewer than 500 characters left tap Get Rest For a message with more than 500 characters left a different Retrieve More dialog box appears Tap one of the following Get Next Retrieves the next 500 characters of the message Get Rest Retrieves all the remaining text of the mes...

Page 151: ...ownload all the segments of a long message at one time From the time you download the first 500 characters you have a maximum of 30 days to download the remainder of the message Then it s deleted from your mailbox on the Palm Net network Displaying header information Complete header information includes the distribution lists and the From Subj and Date fields By default the iMessenger application ...

Page 152: ...e A maximum of 300 of the first 500 characters of a message is used to download the distribution lists A maximum of 100 characters is used to download the text in the Subj field If a distribution list must be truncated an ellipsis appears after the last name There is no way to retrieve the truncated part of the list Your address username palm net always appears as the first address in the distribu...

Page 153: ...ieve attachments sent to you is to have all messages delivered to your Palm Net mailbox also delivered to your e mail address See Identifying a forwarding address later in this chapter Creating messages To create a message in the iMessenger application you identify the recipient s of the message define a subject and create the body of the message Note A new message in the iMessenger application do...

Page 154: ...Tap the Subj field and enter a subject for your message 4 Tap the Body field and enter the text of your message Tip If the address subject or body exceeds the capacity of the screen display tap the name of the field for example tap To to expand that field Tap the Done button to return to the New Message screen Or tap 123 in the Graffiti writing area Then tap on the numeric keyboard Then make this ...

Page 155: ...reply to all option you can add as many names to the To field as you like 4 Select whether you want to include original text and if so whether you want to insert comments within the original text If you decide to insert comments each line of the original text is marked with a 5 Tap OK 6 Enter the text of your reply 7 Tap Check Send to send the message immediately Tap Outbox to place the reply in t...

Page 156: ...tters you enter identify a unique listing from your Address Book your handheld completes the address for you If not the Lookup dialog box appears and lists all records that contain information in an E mail field Tip You can also open the Look Up dialog box in the New Message screen by tapping Lookup from the Options menu or by using the Graffiti Command stroke L 5 Enter the first letter of the ent...

Page 157: ...To reroute replies to your messages 1 Tap the Menu icon 2 Tap Options and then tap Preferences 3 In the edit line for Reply To Address enter the address where you want to receive replies to your messages 4 Tap OK When recipients reply to your message their e mail application automatically uses the Reply To address that you specify Note The iMessenger application uses this address for all wireless ...

Page 158: ...ent from the signature you define in the Mail application To create a signature 1 Tap the Menu icon 2 Tap Options and then tap Preferences 3 Tap Signature 4 Enter the text of your signature 5 Tap Done To add a signature to your message 1 In the new message you re creating position the blinking cursor where you want to insert your signature 2 Tap the Menu icon 3 Tap Options and then tap Add Signatu...

Page 159: ... them until you re in a location that is within coverage of the wireless communication service To store messages and send them later 1 Create a message 2 Tap Outbox The message is stored in the Outbox 3 If you have more messages to write repeat steps 1 and 2 4 Tap Check Send when you re ready to send the messages waiting in the Outbox To cancel a wireless transaction In the Transaction Progress me...

Page 160: ...essage from the Outbox folder and takes you back to the New Message screen where you can edit the message and resend it save it as a draft or delete it To edit an unsent message 1 In the iMessenger list screen tap Outbox from the pick list in the upper right corner 2 In the Outbox folder tap the message you want to view 3 Tap Edit Tap here to display folder list Tap here to select item Tap to edit...

Page 161: ... you tap Yes your handheld saves the message in the Draft folder To save a message as a draft 1 Create a message 2 Tap the Menu icon 3 Tap Message and then tap Save Draft Tip You can also save your message as a draft by using the Graffiti Command stroke D To edit a message saved as a draft 1 In the iMessenger list screen tap Draft from the pick list in the upper right corner 2 Tap the draft you wa...

Page 162: ...e it in the Filed folder Deleting messages Your handheld stores deleted messages in the Deleted folder until the folder reaches its maximum storage capacity of 50 kilobytes At that point messages in the Deleted folder are purged to make room for newly deleted messages The message in the Deleted folder with the oldest date is purged first then the one with the next oldest date and so on until there...

Page 163: ...storage capacity of 50 kilobytes To prevent deleted messages from taking up storage space on your handheld purge the contents of your Deleted folder Note You cannot restore messages after you purge them To purge the contents of the Deleted folder 1 Tap the Menu icon 2 Tap Message and then tap Purge Deleted 3 Tap Yes Tip You can also purge deleted messages by using the Graffiti Command stroke E Opt...

Page 164: ... on the handheld Draft Contains messages you created but are not yet ready to send 2 Select the folder you want to display Date column The Date column is an optional part of the iMessenger list By default the Date column option is set to display Turn it off to increase the amount of screen space available for the From and Subj fields Messages downloaded the same day on which they were sent display...

Page 165: ...ore than two million readable characters Attachments of messages in your mailbox take up storage space even though most attachments cannot be downloaded to your handheld Messages that are larger than 50KB are not stored in your mailbox at all because they cannot be delivered to your handheld rather they re returned to the sender as undeliverable A full mailbox If your mailbox should run out of sto...

Page 166: ... older than two weeks older than four weeks or all messages in the mailbox You cannot look at your messages from the web site and you cannot delete individual messages The iMessenger application and HotSync operations The iMessenger application is independent of Palm Desktop software with this exception when you synchronize your handheld with Palm Desktop software the following information is stor...

Page 167: ...features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Pop up menus In the iMessenger list screen tap the icon a dash check mark or diamond at the left to open a menu of commands that you can use in the current context Message menus The Message menu varies depending on whether you are viewing a message cre...

Page 168: ...r Application Options menus The Options menu varies depending on whether you are viewing a message creating or viewing the iMessenger list About iMessenger Shows version information for the iMessenger application iMessenger list New Message View Message ...

Page 169: ... close by and also equipped with an IR port Managing desktop E Mail away from your desk Mail lets you manage the e mail that you send and receive through the E Mail application on your desktop computer You can read reply to compose and delete e mail on your handheld but to send or receive e mail you must perform a HotSync operation either directly or indirectly Direct methods include placing your ...

Page 170: ...a version 3 0 3 or higher and Lotus cc Mail versions 2 5 6 0 and 7 0 You can see the full list of the supported applications when you set up Mail If your desktop E Mail application does not appear on the list you may still be able to manage your desktop E Mail application from your handheld by means of special connection software called a conduit that lets you synchronize your desktop E Mail appli...

Page 171: ...rwrites handheld Replaces the mail on your handheld with the mail in your desktop E Mail application You should use this option only if for some reason the two inboxes get out of sync This setting applies for only one HotSync operation and then reverts back to the default setting Do Nothing Turns off communication between your handheld and desktop E Mail application This setting applies for only o...

Page 172: ...Mail application After you enable and configure Mail you need to perform a HotSync operation to synchronize Mail with your desktop E Mail application For a complete explanation of HotSync technology see Chapter 7 Opening the Mail application on your handheld To open Mail 1 Tap the Applications icon 2 Tap the Mail icon Viewing e mail items The Message list displays a list of your incoming e mail it...

Page 173: ...ou select for all your e mail items To display full header information 1 Open an e mail item 2 Tap the complete header icon Tip To redisplay the abbreviated header tap the abbreviated header icon Creating e mail items You create e mail items with your handheld the same way you create e mail with your desktop E mail application you identify the recipient s of the e mail item define a subject and cr...

Page 174: ... user on the same network do not need to add Internet information such as mycorp com When you enter more than one address in the To field separate the addresses with commas or spaces or enter each address on its own line 3 To send a copy of this e mail item to additional recipients tap the CC field and then enter the e mail addresses of the additional recipients separating the addresses with a com...

Page 175: ... 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 176: ...e letters you enter identify a unique listing from your Address Book your handheld completes the address for you If not the Lookup dialog box appears and lists all records that contain information in an E mail field Tip You can also open the Look Up dialog box in the New Message screen by tapping Lookup from the Options menu or by using the Graffiti Command stroke L 5 Enter the first letter of the...

Page 177: ...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 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 Req...

Page 178: ...t the priority you want 3 Tap OK Tip Your handheld can flag e mail items with a specific priority only if your desktop E Mail application supports this feature Sending a blind carbon copy To add a BCC field to your e mail item 1 In the New Message screen tap Details 2 Tap the BCC check box to select it 3 Tap OK 4 Tap the BCC field and enter an address Tap here Tap here Tap to select priority ...

Page 179: ...nt to include By defining such information as a signature you save yourself the trouble of having to enter it every time you create an e mail item Adding a signature to your message is a two part process First you create your signature Then you select the Signature option To create a signature 1 Tap the Menu icon 2 Tap Options and then tap Preferences 3 Tap the Signature text field and enter the t...

Page 180: ...nfirm Read check box to select it 3 Tap OK To receive a confirmation when your e mail item is delivered 1 In the New Message screen tap Details 2 Select the Confirm Delivery check box to select it 3 Tap OK You won t receive a confirmation unless the e mail application to which you send mail also supports this feature Storing e mail to be sent later When you send e mail from your handheld it actual...

Page 181: ...your handheld removes the item from the Outbox folder and takes you back to the New Message screen where you can edit the item and resend it save it as a draft or delete it To edit an e mail item 1 In the Message list tap Outbox from the pick list in the upper right corner 2 Tap the e mail item you want to edit 3 Tap Edit Tap here to display folder Tap here to select item Tap to edit item ...

Page 182: ... it When you cancel an item your handheld opens a dialog asking if you want to save the e mail item If you tap Yes your handheld saves the item in the Draft folder To save an e mail item as a draft 1 Create an e mail item 2 Tap the Menu icon 3 Tap Message and then tap Save Draft To edit an e mail item saved as a draft 1 In the Message list tap Draft from the pick list in the upper right corner 2 T...

Page 183: ...ht corner 2 Tap the e mail item you want to restore 3 Tap Edit or Reply to modify the item Tip After you display and modify the e mail item you can send it save it as a draft or return it to the Filed folder Deleting e mail Your handheld stores deleted e mail in the Deleted folder until you perform the next HotSync operation If you delete an e mail item from the handheld it is also deleted from yo...

Page 184: ... or save it as a draft Purging deleted e mail Because your handheld stores deleted e mail in the Deleted folder until you perform a HotSync operation deleted e mail can monopolize storage space To avoid or correct this problem purge the contents of your Deleted folder E mail that you purge is still deleted from your desktop E Mail application when you perform the next HotSync operation To purge th...

Page 185: ... operation Filed Contains the e mail you want to store on the handheld Draft Contains the e mail you created using the handheld but are not yet ready to send 2 Select the folder you want to display in the Message list screen Date column The Date column is optional in the Message list By default the Date column is hidden to increase the available screen space To show the Date column 1 In the Messag...

Page 186: ...to manage your e mail more effectively by selecting which e mail items download when you synchronize your computer and your handheld You can define different settings for local and remote synchronization For example you may want to download all of your e mail during local synchronization and only urgent e mail during remote synchronization Once defined your handheld determines if synchronization i...

Page 187: ...desktop E Mail Inbox and all items in your handheld Outbox are sent to your desktop E Mail application Note The All setting does not mean that all information included in each e mail item downloads to your handheld Truncation settings explained in a following section for long e mail items still apply Also Mail never downloads any attachments to your handheld The e mail item and any text informatio...

Page 188: ...wing settings Ignore Messages Containing Tells your handheld to exclude the e mail items that meet the criteria you define and download all other e mail items during synchronization In general this filter downloads more e mail during synchronization because it blocks only one defined subset of e mail Retrieve Only Msgs Containing Tells your handheld to include only the e mail items that meet the c...

Page 189: ...gical connector Your handheld does that for you For example suppose you want to receive only e mail items 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 handheld interprets this as Accept e mail items about the Apollo Project f...

Page 190: ...pter 4 Tap Done to return to the HotSync Options dialog box 5 Tap OK High priority e mail The Retrieve All High Priority setting lets you retrieve e mail items marked high priority even if those items would have been blocked by a defined filter To retrieve high priority e mail items 1 Tap the Filter box in the HotSync Options dialog box 2 Tap the Retrieve All High Priority check box to select it 3...

Page 191: ... 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 messages can be 8 000 characters longer messages are truncated If you select a lower value you ll have more room for e mail items 3 Tap OK Mail menus Mail menus are shown here for your reference and ...

Page 192: ...ether 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 Message View Message ...

Page 193: ...mation you want to exchange with business contacts An application installed in RAM memory Note You can also perform HotSync operations using the IR port See IR HotSync operations in Chapter 7 for more details To select a business card 1 Create an Address Book record that contains the information you want on your business card 2 Tap the Menu icon 3 Tap Record and then tap Select Business Card 4 Tap...

Page 194: ...then tap Beam 4 Tap the application you want to transfer Note Some applications are copy protected and cannot be beamed These are listed with a lock icon next to them 5 Tap Beam 6 When the Beam Status dialog box appears point the IR port directly at the IR port of the receiving handheld 7 Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on y...

Page 195: ... seconds to beam your business card You can set the full screen pen stroke to beam the current entry See Pen preferences in Chapter 8 for more information You can draw the Graffiti Command stroke to activate the Command toolbar and then tap the Beam icon You can use the Graffiti Command stroke B to beam the current entry ...

Page 196: ...Page 188 Managing Desktop E Mail and Beaming Information ...

Page 197: ...mputer or using infrared communications Indirect methods include using a modem or using network HotSync technology This chapter describes how to select HotSync options and perform a HotSync operation via infrared communications a modem or a network See Exchanging and updating data HotSync operations in Chapter 4 for information about performing your first and subsequent local HotSync operations Se...

Page 198: ...nitors requests only when you select HotSync Man ager from the Start menu Tip If you re not sure which option to use keep the default setting Always available 4 Click the Local tab to display the settings for the connection between your computer and the handheld cradle and adjust the following options as needed Serial Port Identifies the port that HotSync Manager uses to communicate with the cradl...

Page 199: ...records are handled during synchronization These options are called a conduit By default a HotSync operation synchronizes all files between the handheld and Palm Desktop software In general you should leave the settings to synchronize all files The only reason you might want to change these settings is to overwrite data on either your handheld or Palm Desktop software or to avoid synchronizing a p...

Page 200: ... Changing the HotSync setting from the default affects only the next HotSync operation Thereafter the HotSync Actions revert to their default settings To use a new setting on an ongoing basis select the Set As Default box Thereafter whatever you selected as the default setting is used when you click the Default button in the Custom dialog 7 Click OK 8 Repeat steps 4 through 7 to change conduit set...

Page 201: ...e computer with which you want to synchronize must fulfill these requirements Your computer must support the IrCOMM implementation of the IrDA standards Your computer must have an enabled infrared port that s built into the computer or an enabled infrared device attached to the computer Desktop computers are likely to require an infrared device attached to a physical COM port Laptops are likely to...

Page 202: ...structions to download the driver 4 Close your Internet browser if it s in the way 5 Find the file W95ir exe on your computer Before you go to the next step be sure this file is in a folder where you want to store the infrared driver 6 Double click W95ir exe A window lists the files that are unzipping onto your hard disk When the title bar displays Finished close this window 7 Double click Setup e...

Page 203: ...where your infrared device is attached It should be different from any port used by the HotSync Manager 5 Make a note of which port is listed as providing application support You need this information to configure the HotSync Manager for infrared communication This port COM4 in this example is the simulated port the channel through which the actual infrared communication takes place between your c...

Page 204: ...em tray 2 Make sure Local is checked on the menu 3 Choose Setup 4 Click the Local tab 5 In the Serial Port drop down box select the COM port that was given as the simulated port in the Options tab of the Infrared Monitor in this example COM4 6 Click OK The HotSync Manager is now communicating with the simulated port defined for infrared communication This means that you cannot use your cradle agai...

Page 205: ...frared 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 return to cradle HotSync operations 1 If needed connect the cradle to a serial COM port of your computer 2 Click the HotSync Manager icon in the Windows system tray 3 Choose Setup and then click Local 4 Select...

Page 206: ...onnected to your computer Palm Desktop software configured for use with the modem A modem for example a PalmModem accessory connected to your handheld A configuration for the kind of modem connection Serial to Modem or IrCOMM to Modem you want to make See Connection preferences in Chapter 8 for more information Preparing your computer You must perform a few steps to prepare your computer for a mod...

Page 207: ... problems This setting allows Palm Desktop soft ware and your handheld to find and use the fastest speed Modem Identifies the modem type or manufacturer Refer to your modem manual or face plate for its type or settings If you re not sure of your modem type or your modem doesn t match any that appear in the list select Hayes Basic Setup String Identifies the setup string for your particular mo dem ...

Page 208: ...modem HotSync 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 Menu icon and then select Options and Connection Setup See Connection preferences in Chapter 8 for more information 5 Tap the Enter phone field Tap here Select a modem configuration ...

Page 209: ...8 If the phone line you re using for the handheld has Call Waiting select the Disable call waiting check box to avoid an interruption during the modem HotSync operation 9 If you want to use a calling card to place the call select the check box and enter the calling card number 10 Tap OK Selecting the conduits for a modem HotSync operation The Conduit Setup dialog box on your handheld enables you t...

Page 210: ...lect the item in the Conduit Setup dialog box 6 Tap OK Performing a HotSync operation via a modem After you prepare your computer and handheld and select your Conduit Setup options you are ready to perform a modem HotSync operation To perform a modem HotSync operation 1 Tap the Applications icon 2 Tap the HotSync icon 3 Tap the Modem icon to dial the Palm Desktop modem and synchronize the applicat...

Page 211: ...HotSync operation requires the following consult your System Administrator for assistance Your computer has TCP IP support installed Both your company s network system and its remote access server support TCP IP Your System Administrator has this information You have a remote access account If you don t have an account consult your System Administrator Everything you need to connect to your compan...

Page 212: ...n the cradle and perform a HotSync operation The HotSync operation records network information about your computer on your handheld With this information your handheld can locate your computer when you perform a HotSync operation over the network To prepare your handheld for a network HotSync operation 1 Tap the Applications icon 2 Tap the HotSync icon 3 Tap the Menu icon 4 Tap Options then tap Mo...

Page 213: ...tware in Chapter 8 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 instructions in Selecting the conduits for a modem HotSync operation earlier in this chapter Tap here Tap here ...

Page 214: ... Book and Memo Pad information onto your handheld from a separate external file such as a company phone list HotSync Manager stores the data in a separate category on your Palm Desktop software and your handheld You can configure the File Link feature to check for changes to the external file when you perform a HotSync operation With File Link you can import data stored in any of the following for...

Page 215: ...name The User Profile feature is designed only for the first time HotSync operation before you assign a User ID to a particular handheld To create a user profile 1 Open Palm Desktop software 2 From the Tools menu choose Users 3 Click Profiles 4 Click New 5 Enter a unique name for the profile and click OK 6 Repeat steps 3 and 4 for each profile that you want to create and then click OK to return to...

Page 216: ...in the cradle 2 Press the HotSync button on the cradle 3 Click Profiles 4 Select the profile you want to load on the handheld and click OK 5 Click Yes to transfer all the profile data to the handheld The next time you perform a HotSync operation Palm Desktop software prompts you to assign a user name to the handheld ...

Page 217: ...e the screen on your handheld Formats Set the country default and the formats for dates times calendar and numbers General Set the date and time the auto shut off interval the Beam Receive feature and the system alarm and game sounds Connection Configure serial modem and infrared communication settings Network Configure your handheld for use with a network Owner Assign your name phone number and o...

Page 218: ...ign the To Do List button to start Expense If you assign a different application to a button you can still access the original application using the Applications Launcher The Buttons Preferences screen also enables you to reassign the full screen pen stroke command and identify an application to open whenever you raise the antenna Any changes you make in the Buttons Preferences screen become effec...

Page 219: ...cher open when you raise the antenna Pen preferences The Buttons Preferences screen enables you to change the assignment of the full screen pen stroke By default the full screen pen stroke activates Graffiti Help To change the Pen preferences 1 Tap Pen 2 Tap the pick list and select one of the following settings for the full screen pen stroke Backlight Turns the backlight of your handheld on and o...

Page 220: ...nables you to associate different applications with the HotSync button on the cradle and the HotSync button on the optional PalmModem accessory Any changes you make in the HotSync Buttons dialog box become effective immediately you do not have to change to a different screen or application To change the HotSync buttons preferences 1 Tap HotSync 2 Tap the pick list next to the button you want to as...

Page 221: ...held Country default The country default sets date time week start day and number conventions based on geographic regions where you might use your handheld For example in the United Kingdom time often is expressed using a 24 hour clock In the United States on the other hand time is expressed using a 12 hour clock with an AM or PM suffix All your handheld applications use the Country default settin...

Page 222: ...nd select formats for the decimal point and thousands separator General preferences The General Preferences screen enables you to set the time date auto shutoff interval sounds and beam receive option for your handheld See Chapter 1 for information on setting the time and date Auto off delay Your handheld has an automatic shutoff feature that turns off the power and backlight after a period of ina...

Page 223: ...ssociated with the HotSync operation 2 Tap the Alarm Sound pick list and select the sound level 3 Tap the Game Sound pick list and select the sound level Note The Game Sound setting works only with games that are programmed to respond to this setting Older games typically do not respond to this setting Beam Receive You can choose to turn off the Beam Receive feature This prohibits anyone from beam...

Page 224: ...andheld See http www palm com You can also create custom configurations There are four possible kinds of connections Serial to PC A local HotSync connection the direct serial connection between your handheld and your desktop computer Your handheld is connected by its serial port to the cradle and the cradle is attached by its cable to a serial COM port of your desktop computer Serial to Modem A co...

Page 225: ...ion For this example you use the IrCOMM to Modem connection To create an IrCOMM to Modem connection 1 Tap New 2 Enter a name to identify this configuration 3 Tap the Connection Method pick list and select IrCOMM to Modem 4 Tap the Dialing pick list and select TouchTone or Rotary 5 Tap the Volume pick list and select the speaker volume you want 6 Tap Details 7 Enter the initialization string suppli...

Page 226: ...nces screen enables you to define several ways that your handheld can use the modem to communicate with remote devices For example you can communicate with your ISP server or with your computer if you are away on travel See Connection preferences earlier in this chapter for details on creating modem configurations After you configure both the Connection and Network Preferences you can establish a ...

Page 227: ...pick list 2 Tap the predefined service template you want to use Entering a user name The User Name setting identifies the name you use when you log into your Internet Service Provider or your dial in server Although this field can contain multiple lines of text only two lines appear onscreen To enter a user name 1 Tap the User Name field 2 Enter your user name Note Most dial in servers do not acce...

Page 228: ... the word Assigned in this field and does not prompt you to enter a password during the login procedure Note If you are concerned about security select the Prompt option and do not enter a password To enter a password 1 Tap the Password field 2 Enter the password you use to log into your server 3 Tap OK Note The Password field updates to display the word Assigned Selecting a connection Use the Con...

Page 229: ... for using a calling card Note The Phone Setup dialog box works correctly for AT T and Sprint long distance services However because MCI works differently MCI customers need to put the calling card number in the Phone field and the phone number in the Use calling card field To enter your server phone number 1 Tap the Phone field 2 Enter the phone number you use for your ISP or dial in server 3 If ...

Page 230: ... adds a two second delay to the transmission 3 Tap OK Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected If your telephone has Call Waiting you need to disable this feature before logging into your ISP or dial in server To disable Call Waiting 1 Tap the Disable call waiting check box to select it 2 Enter the code to disable Call Wa...

Page 231: ...ion 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 before your calling card number to compensate for the cue delay 3 Tap OK Connecting to your service After you set your Connection and Network Preferences establishing ...

Page 232: ...w service template 1 Tap the Menu icon 2 Tap Service and then tap New A new service template called Untitled is added to the Service pick list To duplicate an existing service template 1 Tap the Service pick list 2 Tap the predefined service template you want to duplicate 3 Tap the Menu icon 4 Tap Service and then tap Duplicate A copy of the service template is added to the Service pick list Addin...

Page 233: ...aits before dropping the connection with your ISP or dial in server when you switch out of a TCP IP application To set the Idle timeout 1 Tap the Idle timeout pick list and select one of the following options Immediate Drops the connection to your ISP immediately when you switch to another application 1 minute Waits one minute for you to open another application before it drops the connection 2 mi...

Page 234: ...nter a DNS If you are not sure leave the DNS field blank To enter a primary and secondary DNS 1 Tap the Query DNS check box to deselect it 2 Tap the space to the left of the first period in the Primary DNS field and then enter the first section of the IP address Note Each section must be a number from 0 to 255 3 Repeat step 2 for the second third and last sections of the Primary DNS field 4 Repeat...

Page 235: ... login script is associated with a specific service template created in Network Preferences A login script is something that you are likely to receive from your IS System Administrator if your company has a system in which you log in to the corporate servers from your handheld using a modem or network connection The script is generally prepared by the System Administrator and distributed to users ...

Page 236: ... selecting commands from the Command pick list in the Login Script dialog Some commands such as Send require you to supply additional information Those commands have a parameter field so that you can add the necessary data To create a login script 1 Tap Script 2 Tap the End pick list 3 Tap the command you want from the Command list If the command requires additional information a field appears to ...

Page 237: ...nd CR Transmits a carriage return or LF character to the TCP IP server to which you are connecting Send User ID Transmits the User ID information entered in the User ID field of the Network Preferences screen Send Password Transmits the password entered in the Password field of the Network Preferences screen If you did not enter a password this command prompts you to enter one The Password command...

Page 238: ...inates Created using a development environment that supports Palm OS software such as Metrowerks CodeWarrior for Palm Computing Platform For additional information on creating plug in applications send e mail to Palm Developer Support at devsupp palm com Deleting a service template Use the Delete command from the Service menu to delete a service template To delete a service template 1 Tap the Serv...

Page 239: ...e lower half of the scroll button at any point during login to display these messages Viewing the Network Log If viewing the expanded Service Connection Progress messages does not give you enough information to find out why you cannot connect to your ISP or dial in server take a look at the Network Log The Network Log lists all of the communication that occurs between your modem and your dial in s...

Page 240: ... want to associate with your handheld If you use the Security application to turn off and lock your handheld with a password information that you put in the Owner Preferences displays the next time you turn on your handheld See Security in Chapter 3 for more information To enter the Owner preferences Enter the text that you want to associate with your handheld in the Owner Preferences screen If th...

Page 241: ...your handheld applications and are backed up on your computer when you perform a HotSync operation To create a ShortCut 1 Tap New 2 On the ShortCut name line enter the letters you want to use to activate the ShortCut 3 Tap the ShortCut Text area and enter the text that you want to appear when you write the ShortCut characters Tip You may want to add a space space character after the last word in y...

Page 242: ...eless preferences The Wireless Preferences screen enables you to do the following View your address on the Palm Net network which you create when you activate the service Change the proxy server with which your handheld communicates Receive a warning when a wireless transaction is about to transmit your identification or location Proxy The IP address that appears by default in this screen is the a...

Page 243: ...andheld The number that uniquely identifies your handheld Your approximate location reported as the ZIP code of the area where you are currently located Having such information enables the web clipping application to offer you better service and more accurate information in its clippings If however you do not want to send this information over the airwaves you can receive a warning whenever a web ...

Page 244: ...Page 236 Setting Preferences for Your Handheld ...

Page 245: ... screen Your handheld is not waterproof and should not be exposed to rain or moisture Under extreme conditions water may enter the circuitry through the front panel buttons In general treat your handheld as you would a pocket calculator or other small electronic instrument The touch sensitive screen of your handheld contains a glass element Take care not to drop your handheld or subject it to any ...

Page 246: ...ood quality batteries of the same type Do not mix old and new batteries Use only alkaline batteries with your handheld When you remove the old batteries the built in backup power of your handheld maintains memory data Whenever you remove the batteries replace them immediately We recommend replacing batteries within a period of one minute If you encounter any difficulties or delays while you re rep...

Page 247: ...to be turned on to recharge the transmitter To monitor the status of the transmitter 1 In the Applications Launcher tap the Diagnostics icon 2 Tap Details 3 Refer to the following fields for information on the transmitter Transmitter Charge Indicates the voltage remaining in the trans mitter A number above 5 indicates that the transmitter has ad equate power Scheduled Charge Can show one of the fi...

Page 248: ...e Palm Net Service Agreement and Other Product Information for details For information on returning the handheld to Palm Inc visit the web site http www palm net The RBRC Battery Recycling Seal is on the NiCad battery inside your handheld which indicates that Palm Inc is voluntarily participating in an industry program to collect and recycle these batteries at the end of their useful life when tak...

Page 249: ...na or use the wireless features at times when the Federal Aviation Administration FAA or airline regulations prohibit the use of cellular phones You can of course use all other applications of your handheld in accordance with airline regulations for electronic devices If the antenna is damaged you can remove it and replace it with another antenna For information on ordering a new antenna visit the...

Page 250: ...ove the antenna be careful not to change the alignment of the pivot point To insert the new antenna 1 Holding the antenna in the 180 position insert the contact pin into the center hole of the pivot point 2 Align the transverse pin with the opening for it in the pivot point Push the antenna the rest of the way into the pivot point until you feel the antenna snap into place 3 Lower the antenna 4 Pu...

Page 251: ... stop what it s doing and start over again All records stored in your handheld are retained with a soft reset Tip The stylus that comes with your handheld has a reset tool inside To use the tool unscrew the top of the stylus To perform a soft reset Use the reset tool or the tip of an unfolded paper clip or similar object without a sharp tip to gently press the reset button inside the hole on the b...

Page 252: ...se all the data stored on your handheld do one of the following Press the upper half of the scroll button on the front panel of the handheld to complete the hard reset and start Setup Press any other button to perform a soft reset Besides erasing all records note these results of a hard reset The current date and time are retained Formats Preferences and other settings are restored to their initia...

Page 253: ...Click Change 6 Select Desktop overwrites handheld Note Changing the HotSync setting from the default affects only the next HotSync operation Thereafter the HotSync actions revert to their default settings 7 Click OK 8 Repeat steps 4 through 7 to change conduit settings for other applications 9 Click Done to activate your settings 10 Perform a HotSync operation ...

Page 254: ...Page 246 Maintaining Your Handheld ...

Page 255: ...upport Assistant knowledgebase accessible at http www palm com under the Support section The latest Palm VII handheld customer support information on http www palm net If you are still having problems contact Technical Support For e mail addresses and telephone numbers see the Getting Started guide that comes with your handheld Note Thousands of third party add on applications have been written fo...

Page 256: ...ftware with Windows 95 98 Try the following 1 Disable any virus scanning software on your computer 2 Press CTRL ALT DELETE and end all tasks except Systray and Explorer 3 Make sure your computer has at least 20MB disk space 4 Delete all temporary files 5 Run ScanDisk on your computer 6 Reinstall Palm Desktop software ...

Page 257: ...cords that you deleted from these applications from memory See Purging records in Chapter 4 You may also need to perform a HotSync operation to recover the memory Delete unused memos and records If necessary you can save these records See Deleting records in Chapter 4 If you have installed additional applications on your handheld remove them to recover memory See Removing applications in Chapter 3...

Page 258: ...dheld to recognize handwriting input with the stylus you need to use Graffiti writing See Using Graffiti writing to enter data in Chapter 2 Make the Graffiti character strokes in the Graffiti writing area not on the display part of the screen Write Graffiti strokes for letters in the left hand side and the strokes for numbers in the right hand side of the Graffiti writing area Make sure that Graff...

Page 259: ...in any direction If you are indoors stand near a window or move outdoors Open metal blinds on windows If you are in an underground parking lot or other space below street level move to a location aboveground If you are in a crowd move to a less crowded area If you re in a vehicle keep your handheld level with the windshield The metal frame of the vehicle shields radio signals Mountains and buildin...

Page 260: ...the list screen check the Memo Preferences setting Make sure that Sort by is set to Manual If you choose to view your memos alphabetically on Palm Desktop software and then perform a HotSync operation the memos on your handheld still appear in the order defined in the Memo Preferences setting In other words the sort settings you use with Palm Desktop software are not transferred to your handheld I...

Page 261: ...ize 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 the correct conduit is selected I cannot launch the HotSync Manager Make ...

Page 262: ...ou 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 w...

Page 263: ... 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 s...

Page 264: ...ne Setup on your handheld and entered the correct code Make sure the telephone line you are using is not noisy which can interrupt communications Check the batteries in your modem and replace them if necessary I can t perform an IR HotSync operation Be sure the HotSync Manager is running and the Serial Port for local operations is set to the simulated port for infrared communication On your handhe...

Page 265: ...ose Set tings and then choose Control Panel 2 Double click System 3 Click the Device Manager tab 4 Double click Ports 5 Make sure each accessory is using a different port Make a copy of your Palm folder Uninstall then reinstall Palm Desktop software Turn on your handheld and tap the Applications icon Tap the HotSync icon then tap Local When I perform a HotSync operation my information does not tra...

Page 266: ...ab 5 Deselect the option Search for and provide status for devices in range 6 Click Apply and OK If you are using Windows 98 move your handheld away from the computer s infrared port I want to synchronize my computer with more than one handheld If the computer running Palm Desktop software synchronizes with more than one handheld eachhandheld must have a unique name Assign a user name to your hand...

Page 267: ...Palm OS handhelds may be different Move your handheld closer to the receiving handheld Perform a soft reset See Performing a soft reset in Appendix A for more information When someone beams data to my handheld I get a message telling me it is out of memory Your handheld requires at least twice the amount of memory available as the data you are receiving For example if you are receiving a 30K appli...

Page 268: ...m Desktop software and the cradle or infrared communica tion 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 handheld I forgotthe password and my handheld is locked If you assign a password and lo...

Page 269: ...on of the computer operating system you are using The actual error message or state you are experiencing The steps you take to reproduce the problem The version of handheld software you are using and available memory To find version and memory information 1 Tap the Applications icon 2 Tap the Menu icon 3 Tap App and then tap Info 4 Tap Version to see version numbers and tap Size to see the amount ...

Page 270: ...Page 262 Frequently Asked Questions ...

Page 271: ...ft Excel spreadsheet Each Expense item in your handheld represents a group of related data You can associate the following data with an expense item Category Payment Currency Date Vendor Expense Type City Amount Attendees Payment Method Note When you perform a HotSync operation between your handheld and Palm Desktop software on your computer the Expense data is stored on your computer in a file na...

Page 272: ...Excel 3 Make any changes that you want to the names or other information in the sample template Important Do not insert rows or columns in the sample template Doing so changes the way your Expense data maps to the template and causes errors If you want to move the cells to a different location or add or delete rows or columns you have to make changes to the Maptable xls file Note You can insert yo...

Page 273: ...e later in this appendix Read all of the sections of this appendix before making changes to the Maptable xls file Determining the layout of the Expense Report This section describes the layout considerations for the Expense Report and explains the terms used for creating the report Labels There are two kinds of labels that you need to define for your report day date and expense type Each kind of l...

Page 274: ...itions for the data mapping To create additional Sections with different mapping you create corresponding additional lines to the mapping table file named Maptable xls This procedure is explained later in this appendix If a section contains cells for prepaid company paid expenses you need to create an additional line in the mapping table for prepaid This will count as an additional section in the ...

Page 275: ...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 276: ...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 277: ...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 click to select the row and press Ctrl Delete Name each row to correspond to a Section of your custom Expense Report 9 Determine the Label settings The orientation of the data fields Row Column appears in...

Page 278: ...r handheld data Start Column Is the number of the first column of the Section that will be filled with your handheld data 11 Define the Dates and Intervals The dates and intervals between dates appears in the light blue columns 14 17 In the Date cell enter the row or column number where all the date information will be placed In the Dates cell enter the number of blank columns or rows separating t...

Page 279: ...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 280: ...n enter data for the header on your expense report Use this section to specify the row and column on your template where this information will be mapped Because header data is not related to any particular Section you have to enter data in only one row If the item does not appear on your template leave these cells blank Using applications other than Microsoft Excel You can use applications other t...

Page 281: ...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 282: ...Page 274 Creating a Custom Expense Report ...

Page 283: ... 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 284: ...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 285: ... you agree to use the Service in a manner consistent with any and all applicable laws and regulations If any information provided by you is incomplete or inaccurate Palm Inc retains the right to terminate your access to the Service a Palm Inc is providing you with access to various types of information through the Service which may include without limitation financial information news maps and dir...

Page 286: ...k 1 4 Lost or Stolen Units You agree to notify Palm Inc immediately if your Palm VII device is lost or stolen If you fail to do so any charges incurred on your ac count will be your responsibility 2 Copyright and Licenses You acknowledge that no title to the intellectual property in or transmitted by the Service is transferred to you Subject to the terms and condi tions of this Agreement you will ...

Page 287: ...l amounts due upon demand by Palm Inc Each time you use the Service you agree and reaffirm that Palm Inc is authorized to charge your designated credit card Your card issuer agreement governs your use of your designated card in connection with the Service and you must refer to that agree ment and not this Agreement to determine your rights and liabilities as a cardholder Further you agree that Pal...

Page 288: ...harges beyond the monthly rates and applicable usage surcharges that have accumulated through the date of termination of your account and will be billed for such additional amounts on the account s monthly anniversary date 6 Links to Other Content Some Service plans enable access through the Network to third party World Wide Web sites and other resources Neither Palm Inc nor any Venue Host assumes...

Page 289: ...T OF THIRD PARTY RIGHTS 8 4 PALM INC MAKES NO WARRANTY THAT THE SERVICE WILL MEET YOUR REQUIREMENTS OR THAT THE SERVICE WILL BE UNINTERRUPTED TIMELY SECURE OR ERROR FREE NOR DO PALM INC OR ITS LICENSORS MAKE ANY WARRANTY AS TO THE RESULTS THAT MAY BE OBTAINED FROM THE USE OF THE SERVICE OR AS TO THE ACCURACY COMPLETENESS OR RE LIABILITY OF ANY INFORMATION OBTAINED THROUGH THE SERVICE PALM INC AND ...

Page 290: ...DER THIS AGREEMENT OR FOR COST OF PROCUREMENT OF SUBSTITUTE GOODS AND SERVICES OR RE SULTING FROM ANY GOODS OR SERVICES PURCHASED OR OBTAINED OR MESSAGES RECEIVED OR TRANSACTIONS ENTERED INTO THROUGH THE SER VICE OR RESULTING FROM UNAUTHORIZED ACCESS TO OR ALTERATION OF YOUR TRANSMISSIONS OR DATA INCLUDING BUT NOT LIMITED TO DAMAG ES FOR LOSS OF PROFITS USE DATA OR OTHER INTANGIBLE EVEN IF PALM IN...

Page 291: ...e Messaging Service with or without notice Palm Inc shall not be liable to you or any third party should Palm Inc exercise its right to modify or discontinue the Messaging Service You agree that Palm Inc has no obligation to monitor or regulate the transmissions sent by you Palm Inc will endeavor to keep your messages private view able only by you and the person to whom you address it However syst...

Page 292: ...or number All notices shall be deemed to have been given and received on the earlier of actual delivery or three 3 days from the date of postmark 12 4 Waiver A waiver of any default hereunder or of any of the terms and condi tions of this Agreement shall not be deemed to be a continuing waiver or a waiver of any other default or of any other term or condition but shall apply solely to the instance...

Page 293: ...e 11 4 Indemnification and 12 General shall survive the expiration or termination of this Agreement Product regulatory information FCC Statement This device complies with part 15 of the FCC rules Operation is subject to the following two conditions 1 This device may not cause harmful interference and 2 this device must accept any interference received including interference that may cause undesire...

Page 294: ...deras av apparattillverkaren Kassera använt batteri enligt fabrikan tens instruktion Advarsel Lithiumbatteri Eksplosionsfare ved fejlagtig håndtering Udskiftning må kun ske med batteri af samme fabrikat og type Levér det brugte batteri tilbage tilleverandøren Varoitus Paristo voi räjähtää jos se on virheellisesti asennettu Vaihda paristo ainoastaan valm istajan suosittelemaan tyyppiin Hävitä käyte...

Page 295: ...Palm Net Service Agreement and Other Product Information Page 287 Uwaga ...

Page 296: ...Page 288 ...

Page 297: ...ok view 92 Airline regulations on use of wireless devices 121 Alarm preset 94 setting 85 sound 94 215 249 for untimed events 86 Alphabet Graffiti writing 34 onscreen keyboard 18 24 Antenna best positions 6 129 251 location 5 pen stroke to open application 211 proper use 121 241 replacing 241 242 Application buttons 6 19 for beaming 187 for cycling through views 56 57 58 59 reassigning 210 Applicat...

Page 298: ...ion 17 213 250 Call Waiting disabling 201 222 Calling card using in phone settings 201 223 Capital letters Graffiti writing 35 Caring for the handheld 237 Categories application 43 44 assigning records to 67 68 beaming 185 186 creating 69 70 default 67 displaying 68 99 252 folders for e mail 176 folders for iMessenger messages 155 merging 71 renaming 70 using in Applications Launcher 44 cc Mail 16...

Page 299: ...ger application 145 147 notes for records 78 queries to submit to Internet 130 131 records 61 To Do List items 100 Currency default 113 defining 113 for Expense items 112 Current date 29 252 Current time 20 displaying in Date Book 89 setting 28 Custom currencies and symbols 113 Custom expense reports 263 273 Custom fields in Address Book 99 Customer support 125 127 247 261 Customizing See Preferen...

Page 300: ...ons supported 162 managing 161 184 support of Mail features 169 Desktop software 12 13 configuring mail 162 164 displaying euro 115 for entering data 26 linking to external files 206 removing 50 saving deleted data to an archive file 63 system requirements 4 upgrading 10 See also PIM Diagnostics application monitoring signal strength 128 251 monitoring transmitter charge 239 Digitizer 17 213 250 D...

Page 301: ...emplates for reports 117 type 112 120 vendor 112 External keyboard 27 F FAQ 247 261 FCC Statement 285 Federal Aviation Administration FAA guidelines on using wireless devices 121 Files linking to external 206 Filing e mail Mail 175 messages iMessenger application 154 Filters for e mail 179 182 Finding applications using Graffiti writing 20 e mail addresses iMessenger application 148 149 e mail add...

Page 302: ...HotSync Manager 65 and iMessenger application 158 IR operation 193 198 linking to external files 206 local operation 66 190 254 Manager 194 196 modem operation 191 198 202 255 256 modem settings 199 network operation 203 206 operations using cradle 197 216 operations using IR port 196 197 217 218 options for filtering e mail 178 182 problems with 253 258 problems with IR 256 before replacing batte...

Page 303: ...dows 95 driver 194 port 193 195 problems with IR HotSync operations 256 requirements for computer 193 Infrared port See IR port Installing applications 46 49 batteries 9 conduit to install applications 191 Desktop software 13 248 Mail See Mail desktop configuration InSync Online 127 Interface elements 18 International characters Graffiti writing 38 onscreen keyboard 40 Internet See iMessenger appl...

Page 304: ...ted e mail 175 replying to e mail 167 sending 172 showing dates 177 signature 169 171 172 sorting e mail 177 synchronizing 164 truncating e mail 183 viewing e mail 164 Mailbox on Palm Net network 157 Main applications 19 Maintenance information 237 MapQuest 123 Maps of Palm Net coverage 126 Masking records 76 Memo Pad adding Address Book data to records 73 74 archive files mpa 41 categorizing reco...

Page 305: ...ickel cadmium battery 239 240 Notes attaching to records 78 79 Numbers decimal point and thousands separator 214 Graffiti writing 35 onscreen keyboard 18 24 40 O 1 2 3 for expense reports 272 Onscreen keyboard 24 40 63 pen stroke to open 211 Opening Address Book 57 applications 19 20 Calculator 60 Date Book 56 Expense 60 iMessenger application 138 Mail 164 Memo Pad 59 To Do List 58 web clipping ap...

Page 306: ...10 choosing 45 Connection 218 Digitizer 213 Formats 213 General 214 HotSync buttons 212 Network 218 232 Owner 232 ShortCuts 233 Wireless 234 Primary DNS 226 Printing expense reports from Excel 116 119 records from applications 12 Prioritizing To Do List records 100 103 Priority of delivery Mail 170 Private records displaying and creating 76 78 252 lost with forgotten password 53 See also Security ...

Page 307: ...ages iMessenger application 149 Rescheduling events 85 Resetting handheld hard reset 244 location of reset button 7 243 soft reset 243 tool for 243 Responses to queries See Clippings Retrieving e mail See Filters for e mail S Saving clippings 135 136 data 43 61 63 draft e mail Mail 174 draft messages iMessenger application 153 Scheduling events 81 85 Screen backlight 5 blank 249 calibrating 17 213...

Page 308: ...ions 19 20 iMessenger application 138 web clipping applications 129 Storing e mail Mail 172 175 messages iMessenger application 151 Stylus dragging with 17 pen stroke to activate a feature 211 reset tool 243 tapping with 17 writing with 7 31 Submitting queries to Internet 131 Sunday to start week 214 Symbols for currency 112 in Graffiti writing 37 See also Icons Synchronizing data See HotSync Syst...

Page 309: ...installing Desktop software 50 Unresponsive handheld 249 Unsent e mail editing 173 Unsent iMessenger messages editing 152 Untimed events 81 84 86 Updating data See HotSync Upgrading 10 12 User profiles 207 User defined categories 67 Username identifying handheld 232 for ISP 219 for Palm Net service 15 234 unique for each handheld 12 V Vendor for Expense item 112 W Web clipping 136 example 133 134 ...

Page 310: ...Page 302 Index Wireless preferences 234 Writing area 6 Writing See Entering data X XLT Expense report template in Excel 117 Y Yahoo People Search 133 ...

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