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Palm Handhelds m100, Handbook

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Chapter 5

Page 123

3. Tap OK.

To Do List menus

To Do List menus are shown here for your reference, and To Do List 
features that are not explained elsewhere in this book are described 
here.

See “Using menus” in Chapter 1 for information about choosing menu 
commands.

Record menu

Options menu

Show 
Priorities

Shows the priority setting for each item.

Show 
Categories

Shows the category for each item.

About To Do 
List

Shows version information for To Do List. 

Summary of Contents for Handhelds m100

Page 1: ...Handbook for Palm m100SeriesHandhelds ...

Page 2: ...nction dead battery or repairs Be sure to make backup copies of all important data on other media to protect against data loss Important Please read the End User Software License Agreement with this product before using the accompanying software program s Using any part of the software indicates that you accept the terms of the End User Software License Agreement HotSync Cradle and Adapters and So...

Page 3: ...re 12 Using your handheld with another PIM 16 Tapping and typing 16 Tap with the stylus to get things done 16 Elements of the handheld interface 17 Opening applications 19 Using menus 20 Entering data 22 Customizing your handheld 26 Chapter 2 Entering Data in Your Handheld 29 Using Graffiti writing to enter data 29 Writing Graffiti characters 29 Graffiti tips 31 The Graffiti alphabet 32 Writing ca...

Page 4: ...ncher display 44 Choosing preferences 45 Installing and removing applications 46 Installing add on applications 46 Removing applications 50 Removing Palm Desktop software 51 Security 52 Assigning a password 52 Changing or deleting a password 53 Locking your handheld 54 Recovering from a forgotten password 57 Chapter 4 Using Expansion Features 59 Inserting an expansion card 59 Removing an expansion...

Page 5: ...vate 93 Attaching notes 96 Choosing fonts 96 Reviewing Reminders 98 Application specific tasks 99 Date Book 99 Address Book 113 To Do List 119 Note Pad 124 Memo Pad 128 Calculator 130 Clock 132 Chapter 6 Advanced HotSync Operations 135 Selecting HotSync setup options 135 Customizing HotSync application settings 141 IR HotSync operations 143 Preparing your computer for infrared communication 144 Co...

Page 6: ... and game sounds 163 Beam Receive 163 Date and Time preferences 164 Connection preferences 164 Editing connections 165 Network preferences and TCP IP software 166 Selecting a service 167 Entering a user name 167 Entering a password 168 Selecting a connection 168 Adding telephone settings 169 Connecting to your service 171 Creating additional service templates 172 Adding detailed information to a s...

Page 7: ...x B Frequently Asked Questions 191 Software installation problems 192 Operating problems 193 Tapping and writing problems 195 Application problems 196 HotSync problems 197 Beaming problems 205 Password problems 206 Technical support 207 Appendix C Non ASCII Characters for Login Scripts 209 Use of char 209 Carriage return and line feed 209 Literal characters 209 Product Regulatory Information 211 I...

Page 8: ...Page viii Handbook for Palm m100 Series Handhelds ...

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

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

Page 11: ...ur new handheld to do the following Enter your schedule in Date Book Keep all your contact names addresses and phone numbers in Address Book Prioritize and assign your tasks a due date in To Do List Jot quick notes directly on the screen in Note Pad Set alarms from Clock Date Book and Note Pad to keep yourself on schedule and remind yourself of appointments and notes Synchronize your data with Pal...

Page 12: ...nload the Palm Desktop software from http www palm com Mouse One USB port or available serial port serial cradle cable sold separately Minimum requirements Macintosh Apple Macintosh or compatible with a Power PC processor Mac OS 8 5 1 to 9 One USB port or available serial port serial cradle cable and adapters sold separately 25 MB available hard disk space 6 MB free RAM Optional equipment Modem su...

Page 13: ...ressing the power button turns the unit off Pressing the power button for about two seconds turns the backlight on or off Screen Displays the applications and information stored in your handheld It is touch sensitive and responds to the stylus Graffiti writing area The area where you write letters and numbers using the Graffiti alphabet See Chapter 2 to learn how to write Graffiti characters Scree...

Page 14: ...nd to the icons on the buttons Date Book Address Book To Do List and Note Pad If your handheld is turned off pressing any application button activates the handheld and opens the corresponding application This is the fastest way to open an application Tip See Buttons preferences in Chapter 7 for details on reassigning these buttons to activate any application on your handheld Scroll buttons Clock c...

Page 15: ...d receive data from other Palm OS handhelds and to perform HotSync operations See Common tasks in Chapter 5 and IR HotSync operations in Chapter 7 for more information Expansioncard slot Accepts MultiMediaCard MMC or Secure Digital SD expansion cards enabling you to add more memory or applications You can also back up data to an expansion card Battery door Secures the batteries that power your han...

Page 16: ...nc cradle cable that comes with your Palm m100 series handheld to your computer See Connecting the HotSync cradle cable later in this chapter for details If upgrading You may want to create a copy of your old Palm Desktop software folder and its contents before installing your new Palm Desktop software If you do this rename the copied folder for example Palm Old and store it outside the Palm Deskt...

Page 17: ...over The flip cover protects your handheld screen when it is not in use The window in the cover enables you to quickly view the time and alarm reminder messages when your handheld cover is closed To view the time press the top scroll button which is accessible through the hole at the bottom of the cover You can open the cover so that it rests on the back of your handheld or remove it altogether To...

Page 18: ...inside the slots Changing the face plate You can personalize the appearance of your handheld by changing the face plate For information about face plate accessories visit the web site http www palm com To remove the face plate 1 Remove the flip cover 2 Lift the face plate tab slightly to separate it from your handheld and pull the existing face plate away from your handheld Face plate tab ...

Page 19: ... until it clicks into position Installing the batteries To use your handheld you must install two AAA alkaline batteries The batteries fit behind the battery door on the back of the handheld See Battery considerations in Appendix A for more information To install the batteries 1 Press the latch on the battery door and lift the battery door away from your handheld 1 2 Press tab to open battery door...

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

Page 21: ...d with your handheld fits a USB connector If your computer does not have a USB port or if you are using Windows 95 Windows NT or an older Macintosh you can order a serial cradle cable and a 25 pin serial adapter if necessary from http www palm com Follow the documentation that accompanies the serial cradle cable before attempting to complete the installation tasks 1 Shut down and turn off your com...

Page 22: ...st Do the following before installing Turn off your computer and connect the HotSync cradle cable to it Do not simply copy the Palm Desktop software files to your computer s hard disk You must use the installer to place the files in their proper locations and to decompress the files To install Palm Desktop software on a Windows computer 1 Turn on your computer 2 Exit any open programs including th...

Page 23: ...ur Macintosh s CD ROM drive 3 Double click the Palm Desktop CD icon 4 Double click the Installer icon to begin the installation procedure 5 Follow the onscreen instructions to complete the installation Shown with a HotSync cradle Some models use a cable in place of the cradle Shown with a HotSync cradle Some models use a cable in place of the cradle ...

Page 24: ... elements on a computer screen using the stylus to tap elements on your handheld screen is the basic action that gets things done on your handheld The first time you start your handheld setup instructions appear on the screen These instructions include a calibration screen Calibration aligns the internal circuitry of your handheld with its touch sensitive screen so that when you tap an element on ...

Page 25: ...nus Calculator and to find text anywhere in your data Contrast control Tap the Contrast icon to open the Adjust Contrast dialog box Tap to the left or right of the slider to adjust the contrast in small increments or drag the slider to change the contrast in large increments You can also press the up and down scroll buttons to adjust the contrast Clock Tap the Clock icon to display the time and da...

Page 26: ...vious and next record tap the up and down arrows to display the previous and next page of information Pick list Tap the arrow to display a list of choices and then tap an item in the list to select it Scroll bar Drag the slider or tap the top or bottom arrow to scroll the display one line at a time To scroll to the previous page tap the scroll bar just above the slider To scroll to the next page t...

Page 27: ...addition to providing a way for you to open applications the Applications Launcher displays the current time battery level and application category To open an application on your handheld 1 Tap the Applications icon 2 Tap the icon of the application that you want to open If you have many applications installed on your handheld tap the scroll bar to see all of your applications Tip To find an appli...

Page 28: ...cation you can use them the same way in all other applications The menus of each application are illustrated in the section on that application in Chapter 5 The Edit menu is described in Editing records in Chapter 5 To open the menu bar 1 Open an application such as Memo Pad 2 Do one of the following Tap the Menu icon Tap on the inverted title area at the top of the screen In this example three me...

Page 29: ...d the menus are different for the Memo list screen and the Memo screen Graffiti menu commands Most menu commands have an equivalent Graffiti Command stroke which is similar to the keyboard shortcuts used to execute commands on computers The command letters appear to the right of the command names Draw the Command stroke anywhere in the Graffiti area When you draw the Command stroke the Command too...

Page 30: ...e for a short time so you must tap an icon or write the command letter immediately to choose the menu command Displaying online tips Many of the dialog boxes that appear on your handheld contain an online Tips icon in the upper right corner Online tips anticipate questions you have in a dialog box provide shortcuts for using the dialog box or give you other useful information To display an online ...

Page 31: ...Address Book you can open the onscreen keyboards to enter data After a keyboard is open you can tap to open any of the other keyboards including the international keyboard See Using the onscreen keyboard in Chapter 2 for more information Tap here for alphabetic keyboard Tap here for numeric keyboard Backspace Carriage return Tab Caps Caps shift Tap here to display alphabetic keyboard Tap here to d...

Page 32: ...nstalling and removing applications in Chapter 3 for installation instructions The Memo Pad application is ideal for practicing Graffiti writing This section explains how to open Memo Pad and use it to practice Graffiti writing To open Memo Pad 1 Tap the Applications icon 2 Tap the Memo Pad icon 3 Tap New Note A blinking cursor appears on the first line of the new memo to indicate where the new te...

Page 33: ...esktop software or the PIM you have installed to use with your handheld For details on entering information in Palm Desktop software refer to the online Help in Palm Desktop software the Quick Tour in Palm Desktop software for Windows users and the Palm Desktop Software for the Macintosh User s Guide located in the Documentation folder in the Palm Desktop folder After the information is in Palm De...

Page 34: ...b site http www palm com Customizing your handheld You can customize your handheld by using the Preferences application You can enter personal information such as your name and address change the time date and time zone view different date and time formats when you travel turn off sounds and configure your handheld to work with a modem See Chapter 7 for details To open the Preferences screens 1 Ta...

Page 35: ...rent year 3 Tap a month 4 Tap the current date To set the time 1 Tap the Set Time box 2 Tap the up or down arrows to change the hour 3 Tap each number of the minute and then tap the arrows to change them 4 Tap OK Tap to set date Tap arrows to select year Tap to select month Tap to select date ...

Page 36: ...me zone Tip When you travel changing the time zone setting to a new time zone automatically resets the date and time on your handheld but it does not change the time of appointments set in Date Book 3 Tap OK To set the daylight saving switch Tap the Daylight Saving pick list and then tap Off or On ...

Page 37: ...ers Most people find they can enter text quickly and accurately with only minutes of practice Graffiti writing includes any character you can type on a standard keyboard The Graffiti strokes closely resemble the uppercase letters of the regular alphabet which makes Graffiti writing easy to learn There are four basic concepts for success with Graffiti writing If you draw the character shape exactly...

Page 38: ... 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 must see a blinking cursor before you write the text 2 Use the tables on the following pages to find the stroke shape for the letter you want to create For example the stroke shown below creates the letter n Note There are two different str...

Page 39: ... You must begin the character strokes in the Graffiti writing area If you do not make Graffiti strokes in the Graffiti writing area your handheld does not recognize them as text characters Graffiti tips When using Graffiti writing keep these tips in mind Accuracy improves when you write large characters You should draw strokes that nearly fill the Graffiti writing area To delete characters simply ...

Page 40: ...Page 32 Entering Data in Your 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 41: ...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 42: ...hen you make this tap you activate Punctuation Shift and a dot appears to show it is active The next stroke you make with the stylus creates a punctuation mark Note When Punctuation Shift is active you can make a symbol stroke anywhere in the Graffiti writing area the letters or numbers side Number Strokes Number Strokes 0 5 1 6 2 7 3 8 4 9 Symbol Stroke Symbol Stroke Period Dash Comma Left Paren ...

Page 43: ...bol 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 Writing accented characters To create accented characters draw the stroke normally used to create the letter followed by an accent stroke Graffiti writing then adds the accent to the letter Exclamation Dollar Symbol Shift tab Symbol Shift...

Page 44: ...ü ÿ ý 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 the Graffiti writing area Navigation strokes In addition to character symbols Graffiti writing includes special strokes that you can use to navigate within text or fields in your applications Command Stroke...

Page 45: ...or for the header of a memo See ShortCuts preferences in Chapter 7 to learn about creating your own ShortCuts To use a ShortCut draw the ShortCut stroke followed by the ShortCut characters When you draw the ShortCut stroke the ShortCut symbol appears at the insertion point to show that you are in ShortCut mode Your handheld includes the following predefined Graffiti ShortCuts Previous field Addres...

Page 46: ...er the exact text you need 5 After you finish tap Done to close the onscreen keyboard and place the text in the record Using Note Pad In addition to using Graffiti characters and the onscreen keyboard you can enter data on your handheld using the Note Pad application When you use Note Pad you write quick notes directly on the handheld screen in your own handwriting Later you can enter this informa...

Page 47: ...in computer applications such as spreadsheets and databases or if you want to import data from another handheld you can transfer the data to your handheld without having to key it in manually Save the data in one of the file formats listed below import it into Palm Desktop software and then perform a HotSync operation to transfer the data to your handheld Importing data from a Windows computer Pal...

Page 48: ...ave to specify which fields correspond to the imported data 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 ha...

Page 49: ...ort 3 Select the file you want to import 4 Click Open 5 If you want to change the order of the fields you re importing point to a field wait for the cursor to change to a double arrow and then drag the field to a new location 6 If you do not want to import a field click the arrow between the field names 7 From the Fields pop up menu choose the appropriate field 8 From the Delimiters pop up menu ch...

Page 50: ...Page 42 Entering Data in Your Handheld ...

Page 51: ... Applications Launcher when you insert an expansion card or when you select the card from the pick list in the upper right screen See Opening expansion card applications in Chapter 4 for details Switching between applications When working in any application tap the Applications icon or press an application button on the front panel of your handheld to switch to another application Your handheld au...

Page 52: ...p the Applications icon 2 Do one of the following Tap the Applications icon repeatedly to cycle through all your categories Tap the pick list in the upper right corner of the screen and select the category you want to display Changing the Applications Launcher display By default the Applications Launcher displays each application as an icon As an alternative you can choose to show a list of applic...

Page 53: ...tions and then tap Preferences 4 Tap the Remember Last Category check box to select it 5 Tap OK Choosing preferences You can set options that affect an entire application in the application s Preferences dialog box To change preferences for an application 1 Open an application 2 Tap the Menu icon 3 Tap Options and then tap Preferences Note Not all applications have a Preferences command 4 Make cha...

Page 54: ...or your handheld To learn more about these applications visit the web site http www palm com Note Any game or application that you install on your handheld resides in RAM memory you can delete them at any time To install add on software on your handheld using a Windows computer 1 On your computer copy or download the application you want to install into the add on folder in your Palm Desktop direc...

Page 55: ...s you selected in the Install Tool dialog box If you do not want to install an application select it and then click Remove This does not remove the application from your computer it simply removes it from the list of applications to install 8 If you need to change the destination of the application you are installing click Change Destination on the Install Tool window and then use the arrows to mo...

Page 56: ...le type was not recognized during the HotSync operation Expansion cards may hold applications that use files other than the Palm application files In order for your handheld to recognize such a file you must launch the application that uses these files at least once To install add on software on your handheld using a Macintosh 1 On your Macintosh copy or download the application you want to instal...

Page 57: ...4 From the User pop up menu select the name that corresponds to your handheld 5 Click Add to List 6 Select the Add on folder from the pop up menu 7 Select the application you want to install 8 Click Add File to add the selected application to the Install Handheld Files list ...

Page 58: ...id not install This can happen if the file type was not recognized during the HotSync operation Expansion cards may hold applications that use files other than the Palm application files In order for your handheld to recognize such a file you must launch the application that uses these files at least once Removing applications In the event that you run out of memory or decide that you no longer ne...

Page 59: ...Palm Desktop software you can remove it from your computer To remove Palm Desktop software from a Windows computer 1 From the Windows Start menu choose Settings and then choose Control Panel 2 Double click the Add Remove Programs icon 3 Click the Change or Remove Programs button 4 Select Palm Desktop 5 Click Change Remove 6 Click Yes in the Confirm File Deletion box 7 Click OK 8 Click Close Note Y...

Page 60: ...ies you wish to protect In Security you can do the following Lock and turn off your handheld so that it does not operate until you enter the correct password Mask all records that you mark as private so the information appears greyed out Hide all records that you mark as private so they do not appear on any screen You can mask and hide private records with or without a password Without a password ...

Page 61: ...K 7 Enter the same password a second time and tap OK Changing or deleting a password Once you define a password for your handheld you can change or delete it at any time You must enter the current password before you can change or delete it To change or delete your password 1 Tap the Password box 2 Enter the current password 3 Tap OK Tap here Tap here ...

Page 62: ...the event that your handheld is lost or stolen this helps protect your data from unauthorized use You can set your handheld to lock automatically or you can lock it manually Locking your handheld automatically You can set your handheld to lock automatically when any one of the following occur When you turn off the power At a time you specify After a period of inactivity you specify To set your han...

Page 63: ...r password 4 Tap On power off 5 Tap OK To set your handheld to lock at a preset time 1 Tap the Applications icon 2 Tap the Security icon 3 Tap the Auto Lock Handheld box and then enter your password 4 Tap At a preset time and then use the arrows to set the time 5 Tap OK ...

Page 64: ... handheld you must enter the exact password to re activate your handheld If you forget the password your handheld will present the hint you have entered to help you remember the password If you still cannot remember the password you must perform a hard reset to resume using your handheld Performing a hard reset deletes all the records in your handheld however you can restore all synchronized data ...

Page 65: ...handheld will display the password hint if you entered one to help you remember the password If you are still unable to remember the password you can delete it from your handheld Deleting a forgotten password also deletes all entries and files marked as Private Important If you synchronize with your computer before deleting a forgotten password your handheld restores your private entries the next ...

Page 66: ...Page 58 Managing Your Applications ...

Page 67: ... can easily attach and use peripheral hardware devices such as a modem portable keyboard or a Global Positioning System GPS receiver For information about the installation and operation of hardware devices please refer to the documentation that accompanies each device Inserting an expansion card 1 Hold your handheld securely 2 Insert the card into the expansion card slot following the direction in...

Page 68: ...Your handheld comes with a dummy card seated within the expansion card slot To prevent debris from entering and damaging the slot we suggest that you leave the dummy card seated when you are not using an expansion card Opening expansion card applications When an expansion card is properly seated in the expansion card slot the Applications Launcher switches to the card and displays its contents The...

Page 69: ... installed on your handheld and on the expansion card To switch to an expansion card 1 Tap the pick list in the upper right corner 2 Tap the category item that matches the name of the expansion card Copying applications to an expansion card You can copy applications from your handheld to an expansion card or from an expansion card to your handheld To copy an application to an expansion card 1 Tap ...

Page 70: ... applications from expansion cards see See Beaming information in Chapter 5 for details Note If you copy applications between your handheld and multiple expansion cards and then attach a card with a copied application to a Card Reader Writer you may notice that the copied application s filename has been changed to the name of a database file it contains You will only see this if you use your cards...

Page 71: ...one Card Info Card Info lets you review general information about a resident card and its contents rename a card and format a card Reviewing card information 1 Tap the Applications icon 2 Tap the Card Info icon 3 Review Card name Type and Size 4 Review card contents summarized by directory Review card information Review summarized card contents ...

Page 72: ...ting a card destroys all its data and prepares it to accept new applications and data 1 Tap the Applications icon 2 Tap the Card Info icon 3 Tap the Menu icon 4 Tap Card and then tap Format Card 5 Tap OK Card Info menus Card Info menus are shown here for your reference and Card Info features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for informati...

Page 73: ...Chapter 4 Page 65 Card menus Help Provides help text About Card Info Shows version information for Card Info ...

Page 74: ...Page 66 Using Expansion Features ...

Page 75: ...ation to the others because the structure and behavior of all the applications are quite similar Application specific tasks is organized by application and gives instructions on how to perform tasks that are specific to each application Overview of basic applications Date Book Date Book lets you quickly and easily schedule appointments or any kind of activity associated with a time and date In Dat...

Page 76: ...he Date Book application button on the front panel of your handheld Date Book opens to today s schedule Note Press the Date Book application button repeatedly to cycle through the Day Week Month and Agenda views Address Book Address Book enables you to keep names addresses phone numbers and other information about your personal or business contacts In Address Book you can do the following Quickly ...

Page 77: ...and hold the Address Book application button to instantly beam your business card to another Palm OS handheld To Do List To Do List is a convenient place to create reminders and prioritize the things that you have to do In To Do List you can do the following Make a quick and convenient list of things to do Assign a priority level to each task Assign a due date for any or all of your To Do List ite...

Page 78: ...e of paper and a pencil In Note Pad you can do the following Take notes draw a sketch or write any kind of message directly on your handheld screen Later you can enter this information into other applications Set an alarm to use your notes as reminder messages Assign notes to categories so that you can organize and view them in logical groups Copy and paste notes into popular computer applications...

Page 79: ...ynchronize using Palm Desktop software and HotSync technology Assign memos to categories so that you can organize and view them in logical groups Write down phone numbers and other types of information Later you can copy and paste this information to other applications To open Memo Pad 1 Tap the Applications icon 2 Tap the Memo Pad icon Calculator Calculator enables you to perform addition subtrac...

Page 80: ...pplications icon 2 Tap the Clock icon Tip You can also tap the clock icon in the upper left corner of the Graffiti writing area to open clock Common tasks The tasks described in this section use the term records to refer to an individual item in any of the applications a single Date Book event Address Book entry To Do List item Note Pad note or Memo Pad memo Creating records You can use the follow...

Page 81: ...ndheld saves it automatically Editing records After you create a record you can change delete or enter new text at any time Two screen features tell you when your handheld is in editing mode A blinking cursor One or more dotted edit lines Note In Note Pad you can write anywhere on the screen So you will not see an edit line or blinking cursor Entering text For information on how to enter text usin...

Page 82: ...e text Undo restores the text you removed Undo also reverses deletions done by using backspace When the drawing area is selected in Note Pad Undo erases the last line drawn Clear Note Erases the drawing from a note in Note Pad Clear Note appears in the Edit menu only when the drawing area is selected Cut Removes the selected text and stores it temporarily in the memory of your handheld You can pas...

Page 83: ... you choose to save a copy of the selected item your handheld transfers it to the archive file on your desktop the next time you perform a HotSync operation Other ways to delete records You can also delete records in the following ways In Date Book Address Book To Do List and Memo Pad open the Details dialog box for the record tap Delete and then tap OK In Note Pad open the note you want to delete...

Page 84: ...our computer Purging is not available in Address Book Note Pad or Memo Pad you must delete outdated records manually from these applications To purge records 1 Open the application 2 Tap the Menu icon 3 Tap Record and then tap Purge A confirmation dialog box appears Date Book Tap the pick list and select how old a record must be to be purged Purge deletes repeating events if the last of the series...

Page 85: ...ng HotSync operations via a modem or IR port Performing a HotSync operation for the first time Windows The first time you synchronize your data you need to enter user information on Palm Desktop software After you enter this information and synchronize the HotSync Manager recognizes your handheld and doesn t ask for this information again If you are a System Administrator preparing several handhel...

Page 86: ...ng start it On the Windows desktop click Start and then choose Programs Navigate to the Palm Desktop software program group and choose HotSync Manager Alternatively you can start the Palm Desktop software which automatically opens the HotSync Manager 3 Press the HotSync button on the cradle cable Shown with a cradle Some models use a cable in place of the cradle HotSync button ...

Page 87: ...c process is complete you can remove your handheld from the cradle cable Tip Gently rock your handheld forward in the cradle and then lift it to remove Performing a HotSync operation for the first time Macintosh When you installed Palm Desktop software you entered a user name This user name is the connection between your handheld and your Macintosh The first time you perform a HotSync operation th...

Page 88: ...ser pop up before entering data on Palm Desktop or performing a HotSync operation If you are a System Administrator preparing several handhelds for a group of users you may want to create a user profile See Creating a user profile in Chapter 6 before performing the following steps Important You must perform your first HotSync operation with a local direct connection or with infrared communication ...

Page 89: ...the Enabled option is selected 3 Press the HotSync button on the cradle cable The HotSync Progress dialog box appears followed by the Select User dialog box 4 In the Select User dialog box select the user name you entered when you installed the Palm Desktop software and click OK Shown with a cradle Some models use a cable in place of the cradle HotSync button ...

Page 90: ...as an IR port The IR port is located at the top of the handheld behind the small dark shield You can beam the following information between Palm OS handhelds The record currently displayed in Date Book Address Book To Do List Note Pad or Memo Pad All records of the category currently displayed in Address Book To Do List Note Pad or Memo Pad A special Address Book record that you designate as your ...

Page 91: ...ng down the Address Book application button until the Beam Status dialog box appears 4 When the Beam Status dialog box appears point the IR port directly at the IR port of the receiving handheld Tip For best results handhelds should be between 10 centimeters approximately 4 inches and 1 meter approximately 39 inches apart and the path between the two handhelds must be clear of obstacles Beaming di...

Page 92: ...nsmitting handheld to open the Beam dialog box 3 Select a category for the incoming information create a new category or leave the information unfiled 4 Tap Yes Tips on beaming information You can set the full screen pen stroke to beam the current entry See Pen preferences in Chapter 7 for more information You can draw the Graffiti Command stroke to activate the Command toolbar and then tap the be...

Page 93: ... application Note When you have an expansion card properly seated in the expansion card slot the last item in the category pick list will be the name of the expansion card You cannot otherwise categorize applications that reside on an expansion card Address Book contains the QuickList user defined category in which you can store the names addresses and phone numbers you might need in emergencies d...

Page 94: ...ght corner of the list screen Note In the Date Book Agenda view the pick list is in the upper right corner of the To Do list 2 Select the category you want to view The list screen now displays only the records assigned to that category Tip Pressing an application button on the front panel of the handheld toggles through all the categories of that application To define a new category 1 Tap the cate...

Page 95: ...category and then tap OK 5 Tap OK You can assign any of your records to the new category To rename a category 1 Tap the category pick list in the upper right corner of the list screen 2 Tap Edit Categories 3 Select the category that you want to rename and then tap Rename Tap here ...

Page 96: ...ation quickly All applications that reside on your handheld Find locates any text that you specify always starting with the current application Note Find does not search through applications on expansion cards Date Book To Do List Memo Pad Phone Lookup displays the Address list screen and lets you add the information that appears in this list to a record Address Book The Look Up line lets you ente...

Page 97: ...t entry that begins with that letter If you write another letter the list scrolls to the first entry that starts with those two letters For example writing an s scrolls to Sands and writing sm scrolls further to Smith If you sort the list by company name the Look Up feature scrolls to the first letter of the company name 3 Tap the record to view its contents Using Find You can use Find to locate a...

Page 98: ...he search To continue the search after you tap Stop tap Find More 4 Tap the text that you want to review Using Phone Lookup Phone Lookup displays the Address list screen and lets you add the information that appears in this list to a record To use Phone Lookup 1 Display the record in which you want to insert a phone number The record can be in Date Book To Do List or Memo Pad 2 Tap the Menu icon 3...

Page 99: ...s Book record that begins with Wi your handheld inserts the full name Fred Williams and its associated information If you have more than one name that begins with Wi the Phone Lookup screen appears and highlights the first record that begins with Wi For selected text Drag to highlight the text and then write the Phone Lookup Command stroke L Your handheld replaces the selected text and adds the na...

Page 100: ... Address Book Note Pad and Memo Pad 1 Open the application 2 In Note Pad only Tap Done to display the list screen 3 Tap the Menu icon 4 Tap Options and then tap Preferences Address Book Note Pad Memo Pad 5 Do one of the following Address Book Tap the setting you want Note Pad Tap the Sort by pick list and select Alphabetic Date or Manual Memo Pad Tap the Sort by pick list and select Alphabetic or ...

Page 101: ...vidual records private Private records remain visible and accessible however until you select the Security setting to hide or mask all private records See Security in Chapter 3 for more information Hiding or masking private records You can hide or mask all records that you mark as private Masked records appear as grey placeholders in the same position they would appear if they were not masked and ...

Page 102: ...nt Privacy 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 103: ... to step 2 2 Enter your password and then tap OK To unmask individual records 1 Tap a masked record 2 Do one of the following If you do not have a password a masked record becomes visible If you have a password the Show Private Records dialog box appears Go to step 3 3 Enter your password and then tap OK To make a record private 1 Display the entry that you want to make private 2 In Note Pad only ...

Page 104: ...note to a record 1 Display the entry to which you want to add a note 2 In Address Book only Tap Edit 3 Tap Details 4 Tap Note 5 Enter your note 6 Tap Done A small note icon appears at the right side of any item that has a note To review or edit a note 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 you can change the font style...

Page 105: ...font style 1 Open an application 2 Tap the Menu icon 3 Tap Options and then tap Font 4 Tap the font style you want to use 5 Tap OK Small font Large font Bold font Tap here for small font Tap here for large font Tap here for bold font ...

Page 106: ...tem s check box to clear the item 2 Tap an item either the icon or the text description to open the application where the alarm was set The application opens to the entry associated with the alarm 3 Tap Done to close the reminder list and return to the current screen An attention indicator will blink in the upper left corner of the screen tap it to view the reminder list again 4 Tap Snooze to see ...

Page 107: ...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 108: ...en 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 Star...

Page 109: ...ows 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 forwar...

Page 110: ...so 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 scr...

Page 111: ...ore an event The default Alarm setting is 5 minutes before the time of the event but you can change this to any number of minutes hours or days When you set an alarm this icon appears to the far right of the event with the alarm When the alarm occurs a reminder message also appears onscreen To set an alarm for an event 1 Tap the event to which you want to assign an alarm 2 Tap Details 3 Tap the Al...

Page 112: ...or days before midnight beginning of the day of the untimed event When the alarm triggers the reminder list displays the alarm message until you clear it See Reviewing Reminders in this chapter for details 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...

Page 113: ...peating or continuous event tap the End on pick list and tap Choose Date Use the date picker to select an end date 7 Tap OK After you schedule a repeating or continuous event this icon appears to the far right of the event Changing repeating or continuous events When you make changes to a repeating or continuous event such as deleting or adding notes or changing the time of an event you can decide...

Page 114: ...of a repeating event past occurrences prior to the day on which you change the setting are not changed and your handheld creates a new repeating event If you change the date of an occurrence of a repeating event e g from January 14th to January 15th and apply the change to all occurrences the new date becomes the start date of the repeating event Your handheld adjusts the end date to maintain the ...

Page 115: ...ft it to redisplay the date Note You can also tap the Clock icon in the upper left corner of the Graffiti writing area to display the time for a few seconds Working in Week View Week View shows the calendar of your events for an entire week This view lets you quickly review your appointments and available time slots In addition the graphical display helps you spot overlaps and conflicts in your sc...

Page 116: ... 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 f...

Page 117: ...plays overlapping 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 later in this chapter Event conflicts Previous next month Dashes on right side indicat...

Page 118: ... The Agenda view shows you your untimed events appointments and To Do items in one screen When you tap on an untimed event or appointment in the Agenda view the Day view appears so you can see more detailed information about the event You can tap the check box next to a To Do item to mark it as completed When you tap on a To Do item your To Do list appears Note The To Do items that appear and how ...

Page 119: ... List for more information on working with To Do items Date Book menus preferences and display options Date Book menus are shown here for your reference and Date Book features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Record menu Options menu ...

Page 120: ...s Compress Day View Controls how times appear in the Day View When Compress Day View is off all time slots display When it is on start and end times display for each event but blank time slots toward the bottom of the screen disappear to minimize scrolling Month View settings These check boxes apply to the Month View of the Date Book You can activate any or all of these settings to show that you h...

Page 121: ...and end times for Date Book screens If the time slots you select do not fit on one screen you can tap the scroll arrows to scroll up and down Alarm Preset Automatically sets an alarm for each new event The silent alarm for untimed events is defined by minutes days or hours before midnight of the date of the event Alarm Sound Sets the tone of the alarm Remind Me Defines how many times the alarm wil...

Page 122: ...s list 2 Tap New 3 Enter the last name of the person you want to add to your Address Book Note The handheld automatically capitalizes the first letter of each field except numeric and e mail fields You do not have to use the Graffiti capital stroke to capitalize the first letter of the name 4 Use the Next Field Graffiti stroke to move to the First Name field Tip You can also move to any field by t...

Page 123: ...he scroll arrows to move to the next page of information 8 After you finish entering information tap Done Tip To create an entry that always appears at the top of the Address list begin the Last name or Company field with a symbol as in If Found Call This entry can contain contact information in case you lose your handheld Selecting types of phone numbers You can select the types of phone numbers ...

Page 124: ... Tap Details 4 Select any of the following settings Show in List Select which type of phone or other information appears in the Address list screen Your options are Work Home Fax Other E mail Main Pager and Mobile The identifying letters W H F O M or P appear next to the record in the Address list depending on which information is displayed If you select E mail no identifying letter is displayed C...

Page 125: ...hoosing menu commands The Record and Options menus differ depending on whether you re displaying the Address list screen or the Address view screen Record menus Options menus Duplicate Address Makes a copy of the current record and displays the copy in Address Edit so you can make changes to the copied record The copy has the same category and attached notes as the original record Address list Add...

Page 126: ... box Address Book shows the last category you selected If you clear it Address Book displays the All category Rename Custom Fields These custom fields appear at the end of the Address Edit screen Rename them to identify the kind of information you enter in them The names you give the custom fields appear in all entries About Address Book Shows version information for Address Book ...

Page 127: ...area automatically creates a new item Setting priority The priority setting for items lets you arrange the tasks in your To Do List according to their importance or urgency The default setting for the To Do List is to arrange items by priority and due date with priority 1 items at the top If you have a number of items in your list changing an item s priority setting may move its position in the li...

Page 128: ...an set the To Do List to record the date that you complete the To Do item and you can choose to show or hide completed items See To Do Show Options later in this chapter To check off a To Do List item Tap the check box on the left side of the item Changing To Do List item details The To Do Item Details dialog box enables you to change settings for individual items To display the To Do Item Details...

Page 129: ...the date that you want to assign the item 3 Tap OK Tip If you turn on the Show Due Dates option in the To Do Show options dialog you can tap directly on the due date in the To Do List to open the pick list shown in step 2 Today Assigns the current date Tomorrow Assigns tomorrow s date One week later Assigns the date exactly one week from the current date No Date Removes the due date from the item ...

Page 130: ...his setting have not been deleted They are still in the memory of your handheld Purge completed items to remove them from memory Show Only Due Items Shows only the items that are currently due past due or have no due date specified When this setting is active items that are not yet due do not appear in the list until their due date Record Completion Date Replaces the due date with the actual date ...

Page 131: ...t 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 Show Priorities Shows the priority setting for each item Show Categories Shows the category for each item About To Do List Shows version information for To Do List ...

Page 132: ... Write the information directly on the handheld screen Tip Tap the pen selector to choose a different pen width or choose the eraser to remove unwanted strokes 3 Optional Select the time at the top of the screen and enter a title using Graffiti writing 4 Tap Done Reviewing notes The note title and the date you created the note appear in the Note Pad list If you did not assign a title to your note ...

Page 133: ...n the Note Pad list tap the note title 2 Tap the Menu icon 3 Tap Edit and then tap Clear Note Setting an alarm for a note You can set an alarm for a specific time and date to remind you to follow up on a note To set an alarm for a note 1 Tap the note to which you want to assign an alarm 2 Tap the Menu icon 3 Tap Options and then tap Alarm 4 Tap the Time box Tap a note to view its contents Tap arro...

Page 134: ...er and return to the current screen Tap Snooze to dismiss the reminder and return to the current screen The reminder message appears again in five minutes and an attention indicator blinks in the upper left corner of the screen to remind you of the pending alarm When the reminder message reappears the current time displays in the Reminder bar and the note title displays on the screen Note If you d...

Page 135: ...r reference and Note Pad features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands The Record and Options menus differ depending on whether you re displaying the Note Pad list or an individual note Record menus Options menus Note Pad list Note screen Note Pad list Note screen ...

Page 136: ... also begin writing in the Graffiti writing area to create a new memo The first letter is automatically capitalized and begins your new memo 4 Enter the text you want to appear in the memo Use the carriage return stroke to move down to new lines in the memo 5 Tap Done Reviewing memos The first line of a memo appears in the Memo list This makes it easy to locate and review your memos Preferences Di...

Page 137: ...eference and Memo Pad features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands The Record and Options menus differ depending on whether you re displaying the Memo list or an individual memo Record menus Options menus Tap a memo to review its contents Memo list Memo screen Memo list Memo screen ...

Page 138: ...e middle of a calculation This button enables you to re enter the number without starting the calculation over Toggles the current number between a negative and positive value If you want to enter a negative number enter the number first and then press the button Places the current number in memory Each new number you enter with the M button is added to the total already stored in memory The numbe...

Page 139: ...er you finish reviewing the calculations tap OK Calculator menus Calculator menus are shown here for your reference and Calculator features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Recalls the stored value from memory and inserts it in the current calculation Clears any value that is stored in the Cal...

Page 140: ... sound during the next 24 hour period To view the time Do one of the following When your handheld is on tap the Clock icon in the upper left corner of the Graffiti writing area or tap the Applications icon and then tap the Clock icon When your handheld is off press the up scroll button To activate the backlight while viewing the time hold down the up scroll button for a few seconds To set an alarm...

Page 141: ... again in five minutes and an attention indicator blinks in the upper left corner of the screen to remind you of the pending alarm When the reminder message reappears the current time displays in the Reminder bar and the alarm time displays on the screen 6 Tap Go To to open Clock Clock menus Clock menus are shown here for your reference and Clock features that are not explained elsewhere in this b...

Page 142: ...hen it is on the day appears above the time Date Activates the date display When it is on the date appears below the time Alarm Preferences Sound Sets the sound of the alarm The choices are Alarm Bumble Bee Reveille Sonata Wake Up and Warbler Volume Defines how loud the alarm sounds The choices are Low Medium and High About Clock Shows version information for Clock ...

Page 143: ...r computer or using infrared communications An indirect method is using a modem This chapter describes how to select HotSync options and perform a HotSync operation via infrared communications or a modem See Exchanging and updating data HotSync operations in Chapter 5 for information about performing your first and subsequent local HotSync operations Selecting HotSync setup options You can choose ...

Page 144: ...you are using the USB cradle cable you do not need to use the settings on the Local tab for a direct HotSync operation Always available Adds HotSync Manager to the Startup folder and constantly monitors the communication port for synchronization requests from your handheld With this option the HotSync Manager synchronizes data even when Palm Desktop software is not running Available only when Palm...

Page 145: ...ies the port that HotSync Manager uses to communicate with the cradle cable The Palm Desktop installation software automatically detects the port to which you connected the cradle cable If necessary you can change the port selection Note Your handheld cannot share this port with an internal modem or other device Speed Determines the speed at which data is transferred between your handheld and Palm...

Page 146: ...enabled whenever you start your Macintosh Keep this default if your cradle cable is always connected to a specific port USB serial or modem If however you use the same port for other devices besides the cradle cable disable the serial port monitor and then enable it manually only when you connect the cradle cable to perform a HotSync operation Enable HotSync software at system startup Activates th...

Page 147: ...or AppleTalk networking Local Setup Enables you to perform HotSync operations using the cradle cable that is connected to your Macintosh If you are using the USB cradle cable for a direct HotSync operation you do not need to set these options set them if you are using the optional serial cradle cable Speed Determines the speed at which data is transferred between your handheld and Palm Desktop sof...

Page 148: ...your handheld have a modem connected to your Macintosh and set the following options Modem Identifies the type of modem connected to your Macintosh If your modem does not appear on the list use the Hayes setting or choose Custom to enter a command string Refer to the manual that came with your modem to find the appropriate command string Port Identifies the port that Palm Desktop software uses to ...

Page 149: ...r type of file because you don t use it In addition to the conduits for Date Book Address Book To Do List Note Pad and Memo Pad Palm Desktop software includes System and Install conduits The System conduit backs up the system information stored on your handheld including Graffiti ShortCuts The Install conduit installs add on applications on your handheld To customize HotSync application settings o...

Page 150: ...efault settings To use a new setting on an ongoing basis select the Set As Default box Thereafter whatever you selected as the default setting is used when you click the Default button in the Custom dialog 7 Click OK 8 Repeat steps 4 through 7 to change conduit settings for other applications 9 Click Done to activate your settings To customize HotSync application settings on a Macintosh 1 Double c...

Page 151: ...ings for other applications 9 Close the Conduit Settings window IR HotSync operations Your handheld is equipped with an infrared IR port that supports the IrCOMM implementation of the standards for infrared communication established by the Infrared Data Association IrDA This means that not only can you beam data to another Palm OS handheld that s equipped with an IR port but you can also beam data...

Page 152: ...must have an installed infrared driver If you have an external infrared device attached to your computer a driver is probably included with the device Consult the documentation included with the device for information on installing the required driver Check your computer s documentation to learn if the computer supports infrared communication Configuring HotSync Manager for infrared communication ...

Page 153: ...n continue using it while HotSync Manager is configured for infrared communication If your cradle cable is connected to a serial port you cannot use your cradle cable again until you reconfigure the HotSync Manager to communicate with the port defined for cradle cable synchronization To configure HotSync Manager for infrared communication on a Macintosh 1 Double click the HotSync Manager icon in t...

Page 154: ...n IR HotSync operation it is easy to perform the actual operation To perform an IR HotSync operation 1 In the Applications Launcher tap the HotSync icon 2 Tap Local 3 Tap the pick list below the HotSync icon and select IR to a PC Handheld 4 Position the IR port of your handheld within a couple of inches of the infrared port of your computer 5 Tap the HotSync icon to start the IR HotSync operation ...

Page 155: ...o return to local serial cradle cable HotSync operations on a Windows computer 1 If needed connect the cradle cable to the port of your computer you use for HotSync operations 2 Click the HotSync Manager icon in the Windows system tray 3 Choose Setup and then click Local 4 Select the COM port where your cradle cable is connected 5 Click OK To return to local serial cradle cable HotSync operations ...

Page 156: ...preferences in Chapter 7 for more information Preparing your computer There are a few steps you must perform to prepare your computer for a modem HotSync operation Be sure to perform these steps before you leave your office so that your computer is ready to receive a call from your handheld To prepare your Windows computer for a modem HotSync operation 1 Confirm that the computer modem is connecte...

Page 157: ...ou experience problems This setting allows Palm Desktop software and your handheld to find and use the fastest speed Modem Identifies the modem type or manufacturer Refer to your modem manual or face plate for its type or settings If you re not sure of your modem type or your modem doesn t match any that appear in the list select Hayes Basic Setup String Identifies the setup string for your partic...

Page 158: ... Under Check for handheld connection using click Modem Setup 5 Adjust the following options as needed 6 Close the HotSync Software Setup window Modem Identifies the type of modem connected to your Macintosh If your modem does not appear on the list use the Hayes Basic setting or choose Custom to enter a command string Refer to the manual that came with your modem to find the appropriate command st...

Page 159: ...k 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 7 for more information 5 Tap the Enter phone field 6 Enter the telephone number to access the modem connected to your computer 7 If needed enter a dial prefix such as 9 to access an outside line and th...

Page 160: ...up dialog box on your handheld enables you to define which files and or applications synchronize during a modem HotSync operation You can use these settings to minimize the time required to synchronize data with a modem To change the Conduit Setup for a modem HotSync operation 1 Tap the Applications icon 2 Tap the HotSync icon 3 Tap the Menu icon 4 Tap Options and then tap Conduit Setup 5 Tap the ...

Page 161: ...e list HotSync Manager stores the data in a separate category on your Palm Desktop software and your handheld You can configure the File Link feature to check for changes to the external file when you perform a HotSync operation With File Link you can import data stored in any of the following formats Comma separated csv Memo Pad archive mpa Address Book archive aba Text txt For information on how...

Page 162: ...ill use them Then when the employees perform their first HotSync operation the common data becomes part of their individual data file Note The handhelds that are synchronized with a user profile must either be new ones that have never been synchronized or handhelds that have had their user name and data removed by a hard reset To create a user profile on a Windows computer 1 Open Palm Desktop soft...

Page 163: ... up menu choose Edit Users 3 Click New Profile 4 Enter a unique name for the profile and click OK 5 Close the Users window 6 From the User pop up menu choose the new profile 7 Create the data for the profile such as a company phone list 8 From the HotSync menu choose Conduit Settings 9 Select the conduit settings for the profile See Customizing HotSync application settings earlier in this chapter ...

Page 164: ...er 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 To use a profile for the first time HotSync operation on a Macintosh 1 Connect the new handheld to the cradle cable 2 Press the HotSync button on the cradle cable 3 Select the profile you want to load on the handheld and click OK to transfer ...

Page 165: ...stem alarm and game sounds and the Beam Receive feature Date and Time Set the date time time zone and Daylight Saving switch Formats Set the country default and the formats for dates times calendar and numbers Connection Configure cradle cable modem and infrared communication settings Owner Assign your name phone number and other owner information to your handheld Buttons Assign different applicat...

Page 166: ...ny changes you make in the Buttons Preferences screen become effective immediately you do not have to change to a different screen or application If you assign a different application to a button you can still access the original application using the Applications Launcher To change the Buttons preferences 1 Tap the pick list next to the button you want to re assign 2 Tap the application that you ...

Page 167: ...ivates 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 on the backlight of your handheld Keyboard Opens the onscreen keyboard for entering text characters Graffiti Help Opens a series of screens that show the complete Graffiti character set Drag to top of screen ...

Page 168: ...or application To change the HotSync buttons preferences 1 Tap HotSync 2 Tap the pick list next to the button you want to assign 3 Tap the application that you want to assign to each button The default setting for each button is the HotSync setting which means the cradle cable and optional PalmModem accessories perform their normal HotSync functions 4 Tap OK Turn Off Lock Turns off and locks the h...

Page 169: ...ndheld 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 sett...

Page 170: ...ws in Date Book and all other aspects of your handheld that display a calendar 4 Tap the Numbers pick list and select formats for the decimal point and thousands separator General preferences The General Preferences screen enables you to set the auto shutoff interval alarm options sounds for your handheld and the Beam Receive feature Auto off delay Your handheld has an automatic shutoff feature th...

Page 171: ... level Note When you turn off the System Sounds you also turn off the chime tones associated with the HotSync operation 2 Tap the Alarm Sound pick list and select the sound level 3 Tap the Game Sound pick list and select the sound level Note The Game Sound setting works only with games that are programmed to respond to this setting Older games typically do not respond to this setting Beam Receive ...

Page 172: ...y the phone setup and network connection if required to complete the configuration Note You can purchase a PalmModem accessory for use with your handheld See http www palm com You can also create custom configurations which include the following PC via Cradle Cable A local HotSync connection the direct connection between your handheld and your desktop computer Your handheld is connected by its uni...

Page 173: ...r handheld sends data through its IR port to a modem attached to or within a mobile phone which then dials a modem attached to or within your desktop computer to synchronize with your Desktop application To edit the IR to Phone connection 1 Select the IR to Phone connection and tap Edit 2 Tap Details Modem via Infrared A connection between the IR port of your handheld and a modem The modem can be ...

Page 174: ... To use TCP IP you must create a configuration in Connection Preferences and then create Network Preferences settings Note The Connection Preferences screen enables you to define several ways that your handheld can use a 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...

Page 175: ...e 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 ISP or dial in server Although this field can contain multiple lines of text only two lines appear onscreen To enter a user name 1 Tap the User Name field 2 Enter your user name Note Most dial in servers do not accept spaces in the user nam...

Page 176: ... displays the word Assigned in this field and does not prompt you to enter a password during the login procedure Note If you are concerned about security select the Prompt option and do not enter a password To enter a password 1 Tap the Password field 2 Enter the password you use to log into your ISP or dial in server 3 Tap OK Note The Password field updates to display the word Assigned Selecting ...

Page 177: ...ructions 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 for your ISP or dial in server 3 If ...

Page 178: ... 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 Waiting on the Disable call waiting line Enter your pre...

Page 179: ...umber 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 a connection to your ISP o...

Page 180: ... settings To add a new service template 1 Tap the Menu icon 2 Tap Service and then tap New An Untitled service template is added to the Service pick list To duplicate an existing service template 1 Tap the Service pick list 2 Tap the predefined service template you want to duplicate 3 Tap the Menu icon 4 Tap Service and then tap Duplicate A copy of the service template is added to the Service pick...

Page 181: ...e timeout setting defines how long your handheld waits before dropping the connection with your ISP or dial in server when you switch out of a TCP IP application To set the Idle timeout 1 Tap the Idle timeout pick list and select one of the following options PPP Point to Point protocol SLIP Serial Line Internet Protocol CSLIP Compressed Serial Line Internet Protocol 1 minute Waits one minute for y...

Page 182: ...you enter a DNS If you are not sure leave the DNS field blank To enter a primary and secondary DNS 1 Tap the Query DNS check box to deselect it 2 Tap the space to the left of the first period in the Primary DNS field and then enter the first section of the IP address Note Each section must be a number from 0 to 255 3 Repeat step 2 for the second third and last sections of the Primary DNS field 4 R...

Page 183: ...g sections of the IP address 4 Tap OK Login scripts A login script is a series of commands that automates logging into a network server for example your corporate network or your ISP A login script is associated with a specific service template created in Network Preferences A login script is something that you are likely to receive from your IS System Administrator if your company has a system in...

Page 184: ...ils dialog box in Network Preferences Note You can also use non ASCII and literal characters in your login script See Appendix C for more information Creating a login script on your handheld You can create login scripts by selecting commands from the Command pick list in the Login Script dialog Some commands such as Send require you to supply additional information Those commands have a parameter ...

Page 185: ...ific characters to the TCP IP server to which you are connecting Send CR Transmits a carriage return or LF character to the TCP IP server to which you are connecting Send User ID Transmits the User ID information entered in the User ID field of the Network Preferences screen Send Password Transmits the password entered in the Password field of the Network Preferences screen If you did not enter a ...

Page 186: ...a login script after it terminates Created using a development environment that supports Palm OS software such as Metrowerks CodeWarrior for Palm Platform For additional information on creating plug in applications send e mail to Palm Developer Support at devsupp palm com Deleting a service template There is only one way to delete a service template use the Delete command from the Service menu To ...

Page 187: ...f of the scroll button at any point during login to display these messages Viewing the Network Log If viewing the expanded Service Connection Progress messages does not give you enough information to find out why you cannot connect to your ISP or dial in server take a look at the Network Log The Network Log lists all of the communication that occurs between your modem and your dial in server durin...

Page 188: ...ame company name phone number or any other information that you want to associate with your handheld If you use the Security application to turn off and lock your handheld with a password information that you put in the Owner Preferences displays the next time you turn on your handheld See Chapter 1 for more information To enter the Owner preferences Enter the text that you want to associate with ...

Page 189: ... for any words letters or numbers All ShortCuts you create appear on the list in the ShortCut Preferences screen All the ShortCuts are available in any of your handheld applications and are backed up on your computer when you perform a HotSync operation To create a ShortCut 1 Tap New 2 On the ShortCut name line enter the letters you want to use to activate the ShortCut 3 Tap the ShortCut Text area...

Page 190: ...int to show that you are in ShortCut mode Editing a ShortCut After you create a ShortCut you can modify it at any time To edit a ShortCut 1 Tap the ShortCut you want to edit 2 Tap Edit 3 Make the changes you want and tap OK Deleting a ShortCut If you no longer need a ShortCut you can delete it from the list of ShortCuts To delete a ShortCut 1 Tap the ShortCut you want to delete 2 Tap Delete 3 Tap ...

Page 191: ...t waterproof and should not be exposed to rain or moisture Under extreme conditions water may enter the circuitry through the front panel buttons In general treat your handheld as you would a pocket calculator or other small electronic instrument Take care not to drop your handheld or subject it to any strong impact Do not carry your handheld in your back pocket if you sit on it you may damage it ...

Page 192: ...quality batteries of the same type Use only alkaline batteries with your handheld When you remove the batteries the built in backup power of your handheld maintains memory data for a period of up to one minute Whenever you remove the batteries replace them immediately If you encounter any difficulties in the course of battery replacement reinstall the original batteries and wait a few minutes for ...

Page 193: ...ng a soft reset A soft reset tells your handheld to stop what it s doing and start over again All records and entries stored in your handheld are retained with a soft reset After a soft reset the Welcome screen appears followed by the Date and Time Preferences screen to set date and time To perform a soft reset Use the tip of an unfolded paper clip or similar object without a sharp tip to gently p...

Page 194: ... for the PalmTM logo to appear then release the power button 4 When a message appears on the handheld screen warning that you are about to erase all the data stored on your handheld do one of the following Press the upper half of the scroll button on the front panel of the handheld to complete the hard reset and display the Digitizer screen Press any other button to perform a soft reset Note With ...

Page 195: ...ing the HotSync setting from the default affects only the next HotSync operation Thereafter the HotSync Actions revert to their default settings To use a new setting on an ongoing basis select the Set As Default box Thereafter whatever you selected as the default setting is used when you click the Default button in the Custom dialog 7 Click OK 8 Repeat steps 4 through 7 to change conduit settings ...

Page 196: ... 3 From the Users pop up menu select the appropriate user name 4 Select an application from the list 5 Click Conduit Settings 6 Click Macintosh overwrites handheld Note Changing the HotSync setting from the default affects only the next HotSync operation Thereafter the HotSync Actions revert to their default settings To use a new setting on an ongoing basis click Make Default Thereafter whatever y...

Page 197: ...Appendix A Page 189 7 Click OK 8 Repeat steps 4 through 7 to change conduit settings for other applications 9 Close the Conduit Settings window 10 Perform a HotSync operation ...

Page 198: ...Page 190 Maintaining Your Handheld ...

Page 199: ...The Palm Desktop software for the Macintosh User s Guide located in the Documentation folder in the Palm Desktop software folder The Palm Support Assistant knowledgebase accessible at http www palm com under the Support section The most recent Palm m100 series handheld HelpNotes on your regional web site If you are still having problems contact Technical Support For US and International telephone ...

Page 200: ...e on your computer 2 Press CTRL ALT DELETE and end all tasks except Systray and Explorer Note If a dialog with buttons appears instead of a list of tasks click the Task List button and then end all tasks except Systray and Explorer 3 Make sure your computer has at least 30 MB of disk space available 4 Delete all temporary files 5 Run ScanDisk on your computer 6 Reinstall Palm Desktop software I ca...

Page 201: ...button for a few seconds If your handheld was exposed to cold make sure it is at room temperature Make sure the batteries are fresh and properly installed Perform a soft reset If your handheld still doesn t turn on perform a hard reset See Resetting your handheld in Appendix A Important With a hard reset all records and entries stored in your handheld are erased Never perform a hard reset unless a...

Page 202: ...records See Deleting records in Chapter 5 If you have installed additional applications on your handheld remove them to recover memory See Removing applications in Chapter 3 My handheld keeps turning itself off Your handheld is designed to turn itself off after a period of inactivity This period can be set at one two or three minutes Check the Auto off setting See General preferences in Chapter 7 ...

Page 203: ... recognize handwriting input with the stylus you need to use Graffiti writing See Using Graffiti writing to enter data in Chapter 2 Make the Graffiti character strokes in the Graffiti writing area not on the display part of the screen Write Graffiti strokes for letters in the left hand side and the strokes for numbers in the right hand side of the Graffiti writing area Make sure that Graffiti is n...

Page 204: ...mos in the list screen check the Memo Preferences setting Make sure that Sort by is set to Manual If you choose to view your memos alphabetically on Palm Desktop software and then perform a HotSync operation the memos on your handheld still appear in the order defined in the Memo Preferences setting In other words the sort settings you use with Palm Desktop software are not transferred to your han...

Page 205: ...dle cable On a Macintosh try these steps Make sure HotSync Manager is enabled If it is not double click the HotSync Manager icon in the Palm folder and enable HotSync Manager on the HotSync Controls tab If you are using the optional serial cradle cable double click the HotSync Manager icon in the Palm folder and then click the Serial Port Settings tab Make sure Local is selected and that the port ...

Page 206: ...all it then reinstall it I tried to do a local HotSync operation but it did not complete successfully If you are using a cradle make sure your handheld is seated in the cradle correctly If you are using a cable make sure that it is connected securely to your handheld Check the connection between the cradle cable and the USB or serial port on your computer Make sure the user name you selected in Pa...

Page 207: ... the serial port you selected in the Setup dialog box On a Macintosh try each step in turn Make sure HotSync Manager is enabled on the HotSync Controls tab in the HotSync Software Setup window If you are using the optional serial cradle cable make sure you selected Local on the Serial Port Settings tab in the HotSync software settings window and that the Local Setup port matches the port where you...

Page 208: ...ff feature Make sure the modem is connected properly to your computer and is connected to the incoming phone line On a Windows computer check the following Make sure Modem is checked in the HotSync Manager menu Confirm that the Setup String in the Setup dialog box configures your modem correctly You may need to select a different Modem Type or enter a custom Setup String Most modems have a Setup S...

Page 209: ...tings tab Most modems have a setup string that causes them to send initial connection sounds to a speaker You can turn on the Modem Speaker option and use these sounds to check the modem connection Make sure you are not running another program such as America Online fax or telephony software or AppleTalk networking that uses the serial port you selected in the Serial Port Settings tab Make sure yo...

Page 210: ...s set to the simulated port for infrared communication See IR HotSync operations in Chapter 6 for details On a Macintosh open the HotSync Software Setup window and be sure HotSync Manager is enabled and that the Local Setup Port is set to Infrared Port See IR HotSync operations in Chapter 6 for more information On your handheld be sure the HotSync application is set to Local with the option IR to ...

Page 211: ...e correct user name selected for viewing data On a Windows computer click the HotSync Manager and choose Custom Check that all conduits are set to synchronize files On a Macintosh double click the HotSync Manager icon From the HotSync menu choose Conduit Settings Select your user name from the User pop up menu and check that the correct conduit is active My handheld displays the message Waiting fo...

Page 212: ...op software synchronizes with more than one handheld each handheld must have a unique name Assign a user name to your handheld the first time you perform a HotSync operation Please be aware that synchronizing more than one handheld with the same user name causes unpredictable results and potentially loss of your personal information ...

Page 213: ...is clear of obstacles Beaming distance to other Palm OS handhelds may be different Move your handheld closer to the receiving handheld 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 application you must have at least 60K fr...

Page 214: ...e Then you can follow these steps to restore your private entries 1 Use the Palm Desktop software and the cradle cable or infrared communication to synchronize your data 2 Tap Forgotten Password in Security to remove the password and delete all private records 3 Perform a HotSync operation to synchronize your data and restore the private records by transferring them from your computer to your hand...

Page 215: ...sage 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 Note Thousands of third party add on applications have been written for the Palm OS handhelds Unfortunately we are not able to support suc...

Page 216: ...Page 208 Frequently Asked Questions ...

Page 217: ...is translated to a single byte value between 1 and 26 If char is any other value then the character sequence is not subject to any special processing For example the string Joe M transmits Joe followed by a carriage return Carriage return and line feed You may include carriage return and line feed commands as part of the login script when entered in the following format cr Sends or receives a carr...

Page 218: ...Page 210 Non ASCII Characters for Login Scripts 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 219: ... harmful interference to radio or television reception which can be determined by turning the equipment off and on the user is encouraged to try to correct the interference by one or more of the following measures Reorient or relocate the receiving antenna Increase the separation between the equipment and receiver Connect the equipment into an outlet on a circuit different from that to which the r...

Page 220: ... interference Install and use the equipment according to the instruction manual Battery Warning Do not mutilate puncture or dispose of batteries in fire The batteries can burst or ex plode releasing hazardous chemicals Discard used batteries according to the manufac turer s instructions and in accordance with your local regulations Varning Eksplosionsfara vid felaktigt batteribyte Använd samma bat...

Page 221: ...batteri Benytt samme batteritype eller en tils varende type anbefait av apparatfabrikanten Brukte batterier kasseres i henhold til fab rikantens instruksjoner Waarschuwing Bij dit produkt zijn batterijen geleverd Wanneer deze leeg zijn moet u ze niet weggoo ien maar inleveren als KCA Uwaga ...

Page 222: ...Page 214 Product Regulatory Information ...

Page 223: ... 194 Alphabet Graffiti writing 32 onscreen keyboard 17 23 Application buttons 6 19 for cycling through views 68 69 70 71 reassigning 158 Applications Address Book 68 beaming 82 84 Calculator 71 categories 43 44 Clock 72 Date Book 67 font style 97 installing 46 50 Launcher 19 43 45 Memo Pad 71 Note Pad 70 opening 19 plug in 178 preferences for 45 removing 50 security 52 size in kilobytes 207 To Do ...

Page 224: ...y options 134 menus 133 opening 72 132 Combining categories 88 Comma delimited files importing data from 39 Command buttons 18 equivalents Graffiti writing 21 toolbar 21 Command stroke 21 84 91 Compressing Day view 112 Computer keyboard entering data with 25 Conduits for connecting to PIMs 16 for modem HotSync operations 152 for synchronizing applications 197 141 142 188 for synchronizing applicat...

Page 225: ...rds 76 repeating events 76 104 106 scheduling events 99 103 selecting dates 101 start time for Day view 113 Sunday or Monday to start week 162 switching views 107 untimed events 99 102 Week view 107 162 196 Day displaying in Clock 134 in Date Book view 99 112 DBA Date Book archive file 39 Decimal point 162 Default categories 85 settings See Preferences Deleted data saving in archive files 75 Delet...

Page 226: ...ions 88 91 phone numbers 90 91 using the Find application 89 Fonts 96 97 Formats preferences 161 Frequently asked questions 191 206 Frozen handheld 194 G Games 163 General preferences alarm sounds 163 auto off delay 162 system sounds 163 Glossary See Graffiti ShortCuts Graffiti accented characters 35 alphabet 29 32 basic concepts 29 capital letters 33 Command stroke 21 defined 24 Giraffe game for ...

Page 227: ...144 146 165 166 port 7 143 problems with IR HotSync operations 202 requirements for computer 144 Initialization string 166 Installing applications 46 50 batteries 11 conduit to install applications 141 Desktop software 14 International characters Graffiti writing 35 onscreen keyboard 38 IP address 172 174 IR port 7 144 See also Beaming and Infrared IR See Infrared IrCOMM 143 164 IrDA Infrared Data...

Page 228: ...198 MMC card 3 See also Expansion Card Modem HotSync operations via148 153 200 202 initialization string 166 Monday to start week 162 Month Date Book view 109 112 Moving the cursor Graffiti writing 36 MPA Memo Pad archive file 39 MultiMediaCard 3 See also Expansion Card N Network connecting 172 connection type 173 idle timeout 173 login scripts 175 178 password 168 phone settings 169 preferences 1...

Page 229: ...with 51 using with handheld 16 See also Desktop software Plug in applications 178 port 150 Ports IR on handheld 143 Power button 5 PPP 172 PQA query application file extension 46 PRC application file extension 46 178 Preferences 26 Buttons 158 choosing 45 Connection 166 Date and Time 26 Digitizer 161 Formats 161 General 162 HotSync buttons 160 Network 166 180 Owner 180 ShortCuts 181 Primary DNS 17...

Page 230: ...See also Expansion Card Searching See Finding Secondary DNS 174 Secure Digital card 3 See also Expansion Card Security 52 57 changing password 53 deleting password 53 displaying owner s name 180 forgotten password 57 private records 93 95 setting a password hint 53 unmasking individual records 95 Selecting date for event 101 phone numbers in Address Book 115 text 74 75 Sending data See Beaming inf...

Page 231: ...g records 72 119 deleting records 75 105 due date 121 122 fonts 96 menus 123 notes for records 96 opening 70 overview 69 prioritizing records 119 123 private records 95 purging records 76 122 sorting records 92 Today See Current date Transferring data See HotSync Transmitting data See Beaming information Troubleshooting 191 206 Turning off handheld automatically 162 pen stroke for 160 problems wit...

Page 232: ...Page 224 Index ...

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