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Performing HotSync

®

Operations

154

Performing a cradle HotSync operation: 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 handhelds for a group of
users, you may want to create a user profile. See

“Creating a User Profile”

later in

this chapter before performing the following steps.

IMPORTANT

You must perform your

first

HotSync operation with a local, direct

connection, or with infrared communication, rather than using a modem.

The following steps assume that you have already installed Palm Desktop
software. If you have not installed this software, seeSee

“Step 3: Install Software”

in

Chapter 1

for instructions.

To perform a local HotSync operation on a Windows computer:

1.

Place your handheld on the cradle.

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.

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Summary of Contents for i705

Page 1: ...Handbook for the Palm i705 Handheld ...

Page 2: ...for any loss or claims by third parties which may arise through the use of this software Palm assumes 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 with this product bef...

Page 3: ...nduit 6 Wireless account 6 Step 5 Set Up Your Handheld 7 Step 6 Activate Your handheld 7 Chapter 2 Exploring Your Handheld 9 Palm i705 Components 10 Locating front panel controls 10 Using the backlight 11 Locating back panel components 12 Tapping and Typing 12 Tap with the stylus to get things done 12 Elements of the handheld interface 14 Chapter 3 Entering Data in Your Handheld 17 Using the Onscr...

Page 4: ...eless Features 33 Using the Wireless button 33 Turning on the radio 33 Monitoring the transmission signal 34 Using the indicator light 35 What is Web Clipping 36 Web Clipping not web browsing 36 Using the MyPalm application 37 Using Portal web clipping applications 38 Browsing or searching the Internet 38 Adding web clipping applications 39 Working with web clipping applications 40 Using installed...

Page 5: ...gorizing records 57 Finding information 60 Sorting lists of records 63 Attaching notes 64 Choosing fonts 65 Reviewing Reminders 66 Installing and removing applications 67 Installing add on applications 67 Removing applications 71 Removing Palm Desktop software 71 Chapter 6 Using Address Book 73 Creating an Address Book entry 74 Selecting types of phone numbers 75 Changing Address Entry details 76 ...

Page 6: ...t conflicts 98 Working in Month View 98 Working in Agenda View 99 Date Book Menus Preferences and Display Options 100 Record menu 100 Options menu 100 Chapter 11 Using Memo Pad 103 Creating Memos 103 Reviewing Memos 104 Memo Pad Menus 104 Record menus 105 Options menus 105 Chapter 12 Using Note Pad 107 Creating a Note 107 Reviewing Notes 108 Setting an Alarm for a Note 108 Note Pad Menus 109 Recor...

Page 7: ...rding e mail 129 Deleting e mail 130 Emptying trash 131 Using the Message menu 131 Configuring MultiMail Deluxe 131 Before you begin 132 Using Account Setup 132 Editing e mail accounts 136 Deleting an account 139 Setting Notification Options 139 Using custom notification 140 Scheduling notification 141 Creating Filters 142 Setting MultiMail Deluxe Preferences 144 Chapter 16 Performing HotSync Oper...

Page 8: ...r 17 Setting Preferences for Your Handheld 173 Viewing Preferences 173 Buttons preferences 174 Pen preferences 174 HotSync buttons preferences 175 Digitizer preferences 176 Formats preferences 176 General preferences 177 Date and Time preferences 179 Connection preferences 180 Network preferences and TCP IP software 182 Owner preferences 194 ShortCuts preferences 195 Appendix A Maintaining Your Ha...

Page 9: ...Contents vii HotSync problems 208 Beaming Problems 214 Recharging Problems 214 Password Problems 215 Technical Support 215 Product Regulatory Information 217 FCC RF Exposure Information 217 Index 221 ...

Page 10: ...Contents viii ...

Page 11: ...and receiving personal and business e mail wirelessly 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...

Page 12: ...About This Book 2 ...

Page 13: ...o Access the internet and view content formated for viewing on your handheld or browse or search the internet Before you can use these features you must set up your handheld install software on your desktop computer and activate your wireless account System Requirements To install and operate Palm Desktop software your computer system must meet the following requirements Minimum requirements Windo...

Page 14: ...handheld If you already own a Palm OS handheld you must install the version of Palm Desktop software that comes with your new handheld Also perform a HotSync operation using your old handheld and cradle before you complete the set up tasks This ensures all data on your handheld is on your desktop computer Step 1 Connect the HotSync cradle Step 2 Charge your Handheld Just place your handheld on the...

Page 15: ...sktop software and follow the onscreen instructions Query to Marketing How will the CD be labeled After Palm Desktop software installs you are prompted to install the desktop e mail forwarder a conduit for updating the MyPalm application and to activate your wireless account The instructions guide you through these tasks See the next section for details As part of the installation process you will...

Page 16: ...replaces the current version on your handheld Wireless account As the first HotSync operation completes the installer launches a web browser on your desktop and opens the Palm i705 Activation URL where you will register your wireless account select a service plan provide billing information and begin activation New users Click Sign up and Register Palm VII VIIx users Logon using your existing palm...

Page 17: ...p menu in Palm Desktop software and choose Quick Tour The electronic Palm Desktop Software for the Macintosh User s Guide To access this guide open the Palm folder and then open the Documentation folder Double click the file Palm Desktop pdf The Setup screen appears when you press the power button Just follow the onscreen directions When you finish Setup take a few minutes to review the Basic Skil...

Page 18: ... you have upgraded your new handheld and your old handheld have the same user name after completing the upgrade process We strongly recommend that you perform a hard reset on your old handheld to erase all data from it and assign it a new user name during the next HotSync operation See Performing a hard reset in Chapter 5 for details ...

Page 19: ... quickly 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 Set preferences for how you receive alarms hearing a soun...

Page 20: ... mail or Date Book Clock Note Pad alarms Stylus Slides in and out of the slot in the side channel of the handheld To use the stylus remove it from the slot and hold it as you would a pen or pencil Unscrew the top of the stylus to access the reset tool Graffitiwriting area The area where you write letters and numbers using the Graffiti alphabet See Using Graffiti Writing to Enter Data in Chapter 3 ...

Page 21: ...ndheld is turned off pressing the power button turns the handheld on and returns you to the last screen you viewed If your handheld is turned on pressing the power button turns the unit off Pressing the power button for about two seconds turns the backlight on or off Application buttons Activates the individual handheld applications that correspond to the icons on the buttons Date Book Address Boo...

Page 22: ...t side channel holds the front cover which slides in and out Universal connector Connects your handheld to the cradle which in turn connects to the back of your computer and through the AC adapter to the wall current This allows you to recharge your handheld as well as update the information between your handheld and computer using HotSync technology The universal connector also connects periphera...

Page 23: ... 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 Choose menu commands Initiate a Find operation to search through applications installed on your handheld for specific text Find operations do not search through applications on expansion card...

Page 24: ... 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 Clock Tap the Clock icon to display the time and date abc With the cursor in an input field tap the dot to activate the alphabetic keyboard 123 With the cursor in an input field...

Page 25: ...perform a command Command buttons appear in dialog boxes and at the bottom of application screens Next previous arrows Tap the left and right arrows to display the previous 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 ta...

Page 26: ...Exploring Your Handheld 16 ...

Page 27: ...ing a portable keyboard accessory sold seperately and attached to the universal connector Using the Onscreen Keyboard You can open the onscreen keyboard anytime you need to enter text or numbers on your handheld To use the onscreen keyboard 1 Open any application such as Memo Pad 2 Tap any record or tap New 3 Tap abc to open the alphabetic keyboard or tap 123 to open the numeric keyboard 4 Tap the...

Page 28: ... basic concepts for success with Graffiti writing If you draw the character shape exactly as shown in the tables later in this chapter like the shapes shown in the following diagram you achieve 100 accuracy The heavy dot on each shape shows where to begin the stroke Certain characters have similar shapes but different beginning and end points Always begin the stroke at the heavy dot you should not...

Page 29: ...For these letters choose the one that s easiest for you As you ll see later you use the same shape to create both the uppercase and lowercase version of a letter 3 Position the stylus in the left hand side of the Graffiti writing area 4 Start your stroke at the heavy dot and draw the stroke shape as it appears in the tables 5 Lift the stylus from the screen at the end of the stroke shape That s al...

Page 30: ...ply set the insertion point to the right of the character you want to delete and make the backspace stroke a line from right to left in the Graffiti writing area Write at natural speed Writing too slowly can generate recognition errors Do not write on a slant Vertical strokes should be parallel to the sides of the Graffiti writing area Press firmly The Graffiti alphabet Letter Strokes Letter Strok...

Page 31: ...ecord by tapping New or a blank line To draw the first letter of a word as a capital letter 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 ...

Page 32: ...at you can enter from a standard keyboard All punctuation marks begin with a single tap on the Graffiti writing area When you make this tap you activate Punctuation Shift and a dot appears to show it is active The next stroke you make with the stylus creates a punctuation mark When Punctuation Shift is active you can make a symbol stroke anywhere in the Graffiti writing area the letters or numbers...

Page 33: ...t 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 Apostrophe Right Paren Question Slash Exclamation Dollar...

Page 34: ... characters You can write the following characters without any special punctuation or shifting 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 e a a a a a a c ae Command Stroke Move cursor rig...

Page 35: ...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 Beaming Data Your handheld is equipped with an IR infrared port that you can use to beam information to another Palm OS handheld that s close by and also ...

Page 36: ...ion you want on your business card 2 Tap the Menu icon 3 Tap Record and then tap Select Business Card 4 Tap Yes To beam a record business card or category of records 1 Locate the record business card or category you want to beam 2 Tap the Menu icon 3 Tap Record and then tap one of the following The Beam command for an individual record In Address Book only Beam Business Card Beam Category 4 When t...

Page 37: ...r handheld To receive beamed information 1 Turn on your handheld 2 Point the IR port directly at the IR port of the transmitting 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 Chap...

Page 38: ...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 Palm Desktop software can import data in the following file formats Comma delimited csv txt Address Book and Memo Pad only Tab delimited tab tsv txt Address Book and Memo Pad only CSV Lotus Organizer 2 x 97 Mappi...

Page 39: ... online Help for more information on importing and exporting data Using File Link The File Link feature enables you to import Address Book and Memo Pad information to your handheld from from a separate external file on your Windows computer such as a company phone list You can configure the File Link feature to check for changes to the external file when you perform a HotSync operation HotSync Man...

Page 40: ...ield 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 choose the appropriate delimiter 9 Click OK 10 To add the imported data to your handheld perform a HotSync operation See Palm Desktop...

Page 41: ...sal connector on your handheld so you can type data directly into your handheld Portable keyboards are very helpful when you need to enter large amounts of data quickly and accurately while you are away from your computer For additional information about this optional accessory go to the web site http www palm com ...

Page 42: ...Entering Data in Your Handheld 32 ...

Page 43: ...on an airplane do not turn on your radio at times when government 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 Using the Wireless button The Wireless button has two functions Press the button to open the MyPalm application where you can easily access the Interne...

Page 44: ... ways Turn off the radio from the Wireless Preferences screen by tapping Always Off The radio turns off automatically at a preset time when scheduling is used The radio turns off automatically if the battery is very low IMPORTANT Turning off the handheld does not turn off the radio When the handheld is turned off the radio can remain on to receive notification of e mail The indicator light shows r...

Page 45: ...ply by moving five or ten feet in any direction away from the spot where reception is poor As you move around to improve reception you can monitor the increase or decrease in signal strength Using the indicator light The indicator light at the top of the handheld blinks to indicate the following status levels No light Radio is off Green light flashes every 5 seconds Radio is on and transmitter is ...

Page 46: ...k market data movie listings availability of tickets to local events business and general news definitions spelling and synonyms of words and business and residential phone numbers addresses and e mail addresses Web Clipping not web browsing It can be impractical to browse the Internet from a small handheld computer and look at elaborate animated graphics laden web pages on a small screen As a way...

Page 47: ...ow you to access a wide array of Internet information and view that information in a format that is easy to read on your handheld screen and reduces the cost of transmission This application is also dynamic If you installed the MyPalm Update conduit when you installed Palm Desktop software you automatically receive newer versions of the application when you perform a HotSync operation with an acti...

Page 48: ...ttom of the screen Browsing or searching the Internet Browsing or searching Internet sites directly using a URL is available from the MyPalm application Keep in mind however that downloading information directly from an Internet site has certain limitations downloading is slow the presentation is not optimized for display on the handheld and the amount of data transferred is higher and therefore m...

Page 49: ...ation onto your computer desktop and perform a HotSync operation This is the same procedure you would use for any other application See Installing add on applications in Chapter 5 for details To add web clipping applications using the MyPalm application 1 Tap the web clipping applications button 2 Tap Download 3 Do one of the following Enter search terms and then tap Search Tap New This Week Tap T...

Page 50: ...ns menus etc behave in web clipping applications just as they behave in basic applications like Address Book When you install a web clipping application on your handheld it appears by default in the Palm Com category of the Applications Launcher Most web clipping application icons are easy to recognize because they usually include the over the air icon three short lines radiating from the right si...

Page 51: ...application 1 Tap the web clipping button 2 Tap a web clipping application in the list Once the web clipping application opens you can query the Internet for information To query the Internet for information 1 Follow the directions onscreen to specify the information you want from the Internet 2 Tap the button or other object that displays the over the air icon to submit your query to the Internet...

Page 52: ...omplete the To address by entering the city and state 6 Tap Get Directions Note the over the air icon following the word Directions That s your clue that the button initiates a wireless transaction Within seconds your clipping appears In this example the clipping needs more than one screen to display all the directions Use the scroll bar to see the rest of the clipping Reviewing current queries an...

Page 53: ...received in that web clipping application To review the History list 1 Open the web clipping application that has clippings you want to review 2 Tap the History pick list 3 Select the clipping you want to review Saving information from a web clipping application You can copy the text of a clipping or a page of a web clipping application and paste it into another application For example you can cop...

Page 54: ...ontains more than 4KB of data your handheld appends the word truncated to the end of the pasted text TIP Use the Info command in the Options menu to find out how large a clipping is The Copy Page command does not copy images or icons table structures or text formatting such as bold italics and so on Sending e mail from a page Note to Andover Mimi G team The following text is a pickup from MultiMai...

Page 55: ...hange Web Clipping Preferences 1 Tap the Applications icon 2 Tap the Prefs icon 3 Tap the pick list in the upper right corner of the screen 4 Select Web Clipping 5 Access any of the following options To change the proxy server 1 From the Web Clipping Preferences screen tap Server 2 Enter your new Proxy server name or IP address 3 Tap OK Connection Displays the name of the current connection either...

Page 56: ... by the over the air icon but also by the security icon Encryption makes your data unreadable by anyone but the intended recipient Encryption is done using a technology used in a wide variety of consumer handheld devices and enterprise applications It s not unusual to experience a delay of several seconds when a wireless transaction is being encrypted In addition to the protection provided by the ...

Page 57: ...u can also open Date Book Address Book the MyPalm portal application and MultiMail Deluxe with the application buttons on the front panel of your handheld In addition to providing a way for you to open applications the Applications Launcher displays the current time battery level and application category To open an application on your handheld 1 Tap the Applications icon 2 Tap the icon of the appl...

Page 58: ...sion card Tap the icon of the application that you want to open Switching between applications When working in any application tap the Applications icon or press an application button on the front panel of your handheld to switch to another application Your handheld automatically saves your work in the current application and displays it when you return to that application When you use an expansio...

Page 59: ...on 2 Tap the Menu icon 3 Tap Category on the App menu 4 Tap the pick list next to each application to select a category TIP To create a new category tap Edit Categories from the pick list Tap New enter the category name and then tap OK to add the category Tap OK 5 Tap Done To display applications by category 1 Tap the Applications icon 2 Do one of the following Tap the Applications icon repeatedly...

Page 60: ...on 2 Tap the Menu icon 3 Tap Options and then tap Preferences 4 Tap the View By pick list and select List 5 Tap OK To open the Applications Launcher to the last opened category 1 Tap the Applications icon 2 Tap the Menu icon 3 Tap Options and then tap Preferences 4 Tap the Remember Last Category check box to select it 5 Tap OK Copying applications to an expansion card You can copy applications fro...

Page 61: ... 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 with a Card Reader Writer Using menus Menus on your handheld are easy to use Once you have mastered them in one application you can use them the same way in all other applications The m...

Page 62: ...ending on which part of the application you re currently using For example in Memo Pad the menus are different for the Memo list screen and the Memo screen 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 ...

Page 63: ...t time so you must tap an icon or write the command letter immediately to choose the menu command Choosing application 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 comm...

Page 64: ...your handheld saves it automatically Editing records After you create a record you can change delete or enter new text at any time Two screen features tell you when your handheld is in editing mode A blinking cursor One or more 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 te...

Page 65: ... remove text Undo restores the text you removed Undo also reverses deletions done by using backspace Cut Removes the selected text and stores it temporarily in the memory of your handheld You can paste the text you cut into another area of the current application or into a different application Copy Copies the selected text and stores it temporarily in the memory of your handheld You can paste the...

Page 66: ... note you want to delete and then tap Delete 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 that event Purging records Over time as you use Date Book and To Do List you ll accumulate records in these applications that have outlived their usefulness For example events that occurred months...

Page 67: ...y as Unfiled or assign it to a category at any time System defined and user defined categories By default your handheld includes system defined categories such as All and Unfiled and user defined categories such as Business and Personal You cannot modify the system defined categories but you can rename and delete the user defined categories In addition you can create your own user defined categori...

Page 68: ...To display a category of records 1 Tap the category pick list in the upper right corner of the list screen NOTE In the Date Book Agenda view the pick list is in the upper right of the To Do list 2 Select the category you want to view The list screen now displays only the records assigned to that category TIP Pressing an application button on the front panel of the handheld toggles through all the ...

Page 69: ...ategories 3 Tap New 4 Enter the name of the new category and then tap OK 5 Tap OK You can assign any of your records to the new category To rename a category 1 Tap the category pick list in the upper right corner of the screen or list 2 Tap Edit Categories 3 Select the category that you want to rename and then tap Rename Tap here ...

Page 70: ...ons 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 enter the first letters of a name to scroll immediately to that name Looking up Address Book records When working with Address Book the scroll button on the front panel of the handheld makes ...

Page 71: ... the record to view its contents Using Find You can use Find to locate any text that you specify in any application that resides on your handheld Find does not search applications that reside on an expansion card 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 ...

Page 72: ... 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 Memo Pad or Mail 2 Tap the Menu icon 3 Tap Options and then tap Phone Lookup 4 Begin to spell the last name of the name you want to find The list scrolls to the first record in the list that starts with the first letter you enter Continue t...

Page 73: ...ghlights the first record that begins with Wi For selected text Drag to highlight the text and then write the Phone Lookup Command stroke L Your handheld replaces the selected text and adds the name and its associated information Sorting lists of records You can sort lists of records in various ways depending on the application Sorting is available in applications that have list screens Address Bo...

Page 74: ...lly tap and drag a memo or note to a new location in the list To make the list of your memos appear in Palm Desktop software as you manually sorted it on your handheld open Memo Pad in Palm Desktop software and click List by Then select Order on handheld Attaching notes In applications except Memo Pad and Note Pad you can attach a note to a record A note can be up to several thousand characters lo...

Page 75: ...one 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 many applications you can change the font style to make text easier to read You can choose small large or bold fonts in each application that allows you to change font sytle Note icon ...

Page 76: ...nt to use 5 Tap OK Reviewing Reminders You can set alarms to notify you of appointments notes and alarms in Date Book Note Pad and Clock When an alarm occurs your handheld displays a reminder message If you tap Snooze in response to an alarm message your handheld Small font Large font Bold font Tap here for small font Tap here for large font Tap here for bold font ...

Page 77: ...rent time displays in the Reminder bar and the original alarm time displays with each list item Tap Clear All to dismiss all reminders in the list Hiding or masking private records You can use the Security application to set a password and select whether to mask your private records or hide them completely See Chapter 13 for details Installing and removing applications This section explains how to...

Page 78: ... computer copy or download the application you want to install into the add on folder in your Palm Desktop directory on your computer 2 Double click the Palm Desktop icon on your desktop 3 Click Install TIP You can also access the Install Tool dialog by selecting Install Tool from the Palm Desktop program group or by double clicking any file with a PRC PDB PQA PNC or SCR file extension 4 In the Us...

Page 79: ... Operations in Chapter 16 for details NOTE Files that remain in the list after you perform a HotSync operation did 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 f...

Page 80: ...ct the application s you want to install 8 Click Add File to add the selected application to the Install Handheld Files list 9 If you need to change the destination of the application you are installing click Change Destination on the Install Handheld Files window and then use the arrows to move applications between your handheld and an expansion card 10 Click OK to close the Change Destination wi...

Page 81: ...nt that you run out of memory or decide that you no longer need an application you installed you can remove applications from your handheld or from an expansion card 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 Applicatio...

Page 82: ...NOTE You need to install the HotSync Manager from the installation CD if you want to synchronize data with another PIM 1 To remove Palm Desktop software from a Macintosh 2 Locate the Palm Desktop Installer icon and double click this icon 3 From the Easy Install screen choose Uninstall from the pop up menu 4 Select the software you want to remove 5 Click Uninstall 6 Select the folder that contains ...

Page 83: ...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 Create your own digital business card that you can beam to other Palm OS handhelds To open Address Book Press the Address Book application button on the front panel of your handheld Address Book opens to display the list...

Page 84: ...ton 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 Book 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 ...

Page 85: ...mation 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 or e mail addresses that you associate with an Address Book entry Any changes you make app...

Page 86: ...d here See Using menus in Chapter 5 for information about choosing menu commands The Record and Options menus differ depending on whether you re displaying the Address list screen or the Address view screen Record menus 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 le...

Page 87: ...how Address Book appears when you return to it from another application If you select this check box Address Book shows the last category you selected If you clear it Address Book displays the All category Rename Custom Fields These custom fields appear at the end of the Address Edit screen Rename them to identify the kind of information you enter in them The names you give the custom fields appea...

Page 88: ...Chapter 6 Using Address Book 78 ...

Page 89: ... icon 2 Tap the Calculator icon Performing Calculations The Calculator includes several buttons to help you perform calculations Clears the entire calculation and enables you to begin a fresh calculation Clears the last number you entered Use this button if you make a mistake while entering a number in the middle of a calculation This button enables you to re enter the number without starting the ...

Page 90: ...here See Using menus in Chapter 5 for information about choosing menu commands Options menus Places the current number in memory Each new number you enter with the M button is added to the total already stored in memory The number that you add can be either a calculated value or any number you enter by pressing the number buttons Pressing this button has no effect on the current calculation or ser...

Page 91: ...Performing Calculations 81 About Calculator Shows version information for Calculator ...

Page 92: ...Using Calculator 82 ...

Page 93: ...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 Renaming a Card 1 Tap the Applications icon 2 Tap the Card Info icon 3 Tap the Menu icon 4 Tap Card and then tap Rename Card 5 Enter the new name for the card Review card information Review summarized card contents ...

Page 94: ...o 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 5 for information about choosing menu commands Card menus Help Provides help text About Card Info Shows version information for Card Info ...

Page 95: ...rner of the Graffiti writing area to open clock Viewing the Time Clock makes it easy for you to check the time and date and provides a convenient travel alarm feature See Date and Time preferences in Chapter 17 for details on setting the current date and time for all the applications on your handheld In addition to setting the date and time you can set an alarm to sound during the next 24 hour per...

Page 96: ...e 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 alarm time displays on the screen 6 Tap Go To to open Clock Clock Menus Clock menus are shown here for your...

Page 97: ... 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 98: ...Using Clock 88 ...

Page 99: ...morning lunch or afternoon appointments Display an agenda showing appointments untimed events and your To Do items for the day Set an alarm to notify you of the scheduled activity Create reminders for events that are based on a particular date rather than time of day Birthdays and anniversaries are easy to track with your handheld Attach notes to individual events for a description or clarificatio...

Page 100: ...n also schedule events in your Date Book that occur on a particular date but have no specific start or end times such as birthdays holidays and anniversaries These are referred to as untimed events Untimed events appear at the top of the list of times marked with a diamond You can have more than one untimed event on a particular date You can also schedule a repeating event such as a weekly meeting...

Page 101: ...s 5 Tap OK 6 Tap a blank area of the screen to deselect the event A vertical line appears next to the time indicating the duration of the event If an event has the same start and end time the time is only displayed once To schedule an event for another day 1 Select the date you want for the event by doing one of the following Tap the day of the week that you want in the date bar at the top of the ...

Page 102: ...ld to move forward or backward one month at a time 2 After you locate the date follow the steps for scheduling an event for the current day To schedule an untimed event 1 Select the date that you want for the event 2 Tap New 3 Tap No Time so that no start or end times are defined for the new event TIP You can also create a new untimed event by making sure no event is selected and then writing lett...

Page 103: ...a new time 4 To change the date tap the Date box and select a new date 5 Tap OK Setting An Alarm for an Event The Alarm setting enables you to set an alarm for events in your Date Book You can set an alarm to notify you minutes hours or days before an event The default Alarm setting is 5 minutes before the time of the event but you can change this to any number of minutes hours or days When you se...

Page 104: ...larm Alarm for untimed events You can set a silent alarm for an untimed event In this case the alarm triggers at the specified period of minutes hours or days before midnight beginning of the day of the untimed event When the alarm triggers the reminder list displays the alarm message until you clear it See Reviewing Reminders in Chapter 5 for details For example you set an alarm for an untimed ev...

Page 105: ...le if you select Month and enter the number 2 the event repeats every other month 6 To specify an end date for the repeating or continuous event tap the End on pick list and tap Choose Date Use the date picker to select an end date 7 Tap OK After you schedule a repeating or continuous event this icon appears to the far right of the event Changing repeating or continuous events When you make change...

Page 106: ...t e g from January 14th to January 15th and apply the change to all occurrences the new date becomes the start date of the repeating event Your handheld adjusts the end date to maintain the duration of the event If you apply the change to current and future occurrences past occurrences are not changed If you change other repeat settings e g time alarm private of a repeating event and apply the cha...

Page 107: ...y 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 navigation controls to move forward or backward a week at a time or tap on a column to display details of an event The Week View also shows untimed events and events that are before and after the r...

Page 108: ...fter this time span a bar appears at the top or bottom of that day s column Use the onscreen scroll arrows to scroll to the event Spotting event conflicts With the ability to define specific start and end times for any event it s possible to schedule events that overlap an event that starts before a previous event finishes An event conflict time overlap appears in the Week View as overlapping bars...

Page 109: ...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 you can change them dep...

Page 110: ...er 14 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 5 for information about choosing menu commands Record menu Options menu ...

Page 111: ... time slots toward the bottom of the screen disappear to minimize scrolling Month View settings These check boxes apply to the Month View of the Date Book You can activate any or all of these settings to show that you have Timed Untimed or Daily Repeating events in the Month View only Start End Time Defines the start and end times for Date Book screens If the time slots you select do not fit on on...

Page 112: ...on for Date Book Remind Me Defines how many times the alarm will occur after the initial occurrence The choices are Once Twice 3 Times 5 Times and 10 Times Play Every Defines how often the alarm sounds The choices are Minute 5 minutes 10 minutes and 30 minutes ...

Page 113: ...our handheld Drag and drop memos into popular computer applications like Microsoft Word when you synchronize 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 Appli...

Page 114: ... 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 To review a memo 1 In the Memo list tap the text of the memo 2 Review or edit the text in the memo 3 Tap Done Memo Pad Menus Memo Pad menus are shown here for your reference and Memo Pad features that are not explained elsewhere in this book are described here S...

Page 115: ...r you re displaying the Memo list or an individual memo Record menus Options menus Memo list Memo screen Preferences Displays the Memo Preferences dialog box where you define the sort order for memos About Memo Pad Shows version information for Memo Pad Memo list Memo screen ...

Page 116: ...Using Memo Pad 106 ...

Page 117: ...egories so that you can organize and view them in logical groups Copy and paste notes into popular computer applications like Microsoft Word using Palm Desktop software and HotSync technology Creating a Note To create a new note 1 Tap the Applications icon 2 Tap the Note Pad icon If Note Pad is already running tap New 3 Write the information directly on the handheld screen Tap the pen selector to ...

Page 118: ...dit the contents of the note 3 Tap Done 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 5 Tap the hour and minute columns to select the time you want the alarm to occur 6 Tap the Dat...

Page 119: ...er 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 If you did not title the note the time the note was created displays on the screen Tap Go To to open Note Pad Note Pad will open and display the note associated with the alarm Note Pad Menus Note Pad menus are shown here for...

Page 120: ...e you define the sort order for notes and the alarm sound Security Displays the Change Security dialog box where you set a privacy option for all notes Details Displays the Note Details dialog box where you assign a category and privacy option for a note About Note Pad Shows version information for Note Pad Note Pad list Note screen ...

Page 121: ... mark as private so they do not appear on any screen You can mask and hide private records with or without a password Without a password private records are hidden or masked until you set the Security application to show them With a password you must enter the password to view the private entries Assigning A Password You can assign a password to protect your private records and to lock your handhe...

Page 122: ...ou 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 To change the password and hint enter the new password and hint and tap OK To remove the password tap Unassign Tap here Tap here ...

Page 123: ...dheld 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 handheld to lock when you turn it off 1 Tap the Applications icon 2 Tap the Security icon 3 Tap the Auto Lock Handheld box and then enter your password 4 Tap On power off 5 Tap OK To set your handheld to lock at a preset time 1 Tap t...

Page 124: ...d 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 at the next HotSync operation See Performing a hard reset in Appendix A for more information Locki...

Page 125: ...e 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 Making records private In many applications you can make individual records private Private records remain visible and access...

Page 126: ...records 1 Tap the Applications icon 2 Tap Security 3 Tap the Current Privacy pick list and select Hide Record 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 127: ...te Records dialog box appears Go 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 ...

Page 128: ...Using Security 118 ...

Page 129: ...l 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 Creating List Items A To Do List item is a reminder of some task that you have to complete A record in To Do List is called an item To create a To Do List item 1 Press the To Do List application button on the front of your hand...

Page 130: ...tically set to level 1 the highest most important level If you select another item first however the item you create appears beneath the selected item and is given the same priority as the selected item To set the priority of a To Do List item 1 Tap the Priority number on the left side of the To Do List item 2 Tap the Priority number that you want to set 1 is most important Checking Off a To Do Li...

Page 131: ...ails you want to change 2 Tap Details Setting a due date You can associate a due date with any To Do List item You can also sort the items that appear in the list based on their due date To set a due date for a To Do List item 1 In the Details dialog box tap No Date to open the Due Date pick list 2 Tap the date that you want to assign the item Completed To Do item Today Assigns the current date To...

Page 132: ...hoose any date that you want for the item Show Completed Items Displays your completed items in the To Do List If you turn off this setting your To Do items disappear from the list when you complete check them Items that no longer appear on the list because you turn off this setting have not been deleted They are still in the memory of your handheld Purge completed items to remove them from memory...

Page 133: ...in Chapter 5 for information about choosing menu commands Record menu Options menu Show Due Dates Displays the due dates associated with items in the To Do List and displays an exclamation mark next to items that remain incomplete after the due date passes Show Priorities Shows the priority setting for each item Show Categories Shows the category for each item About To Do List Shows version inform...

Page 134: ...Using To Do List 124 ...

Page 135: ...d for your wireless account and activated your handheld a mailbox was configured to work with your Palm wireless account If you installed the desktop mail forwarder when you installed Palm Desktop software a second mailbox is configured on your handheld to receive your forwarded enterprise e mail You can create mailboxes to access up to six additional e mail services See Configuring MultiMail Delu...

Page 136: ...is downloaded When the Getting Messages dialog box disappears another dialog box appears that tells you the number of new e mail messages 5 Tap OK A list of your e mail appears in the Inbox Reading e mail To read e mail tap the item in the Inbox or another folder The e mail appears on the screen Tap Details Tap OK Shows unread total messages Icons indicate whether a message is read unread has atta...

Page 137: ...at contains the e mail message you want to move 2 Tap the icon to the left of the message and then tap Move To 3 The folders pick list appears 4 Tap the folder that you want to move the e mail to To move multiple e mail messages 1 Tap the folder that contains the e mail messages you want to move 2 Select the messages to move by tapping to the left of each message icon A check mark appears next to ...

Page 138: ... the address 1 Tap the To field and enter the address If you want to edit an e mail address that is longer than the line provided in the New Message screen you need to use the Graffiti navigation strokes for moving the cursor left and right If you add addresses to the same field separate them with a comma and a space 2 To send copies tap cc or bcc and enter the address Copies cc allow recipients s...

Page 139: ...lder To finish editing the e mail tap the folders pick list and select Drafts Select the e mail you wish to complete or edit and tap Edit You can also delete the e mail Replying to or forwarding e mail 1 Tap the folders pick list and select the folder that contains the e mail 2 Tap the item in the list of e mail 3 In the View window tap Reply Outbox Stores e mail in the Outbox This allows you to c...

Page 140: ... mail messages at a time To delete one e mail 1 Tap the folders pick list and select the folder that contains the e mail 2 Tap the icon next to the message you want to delete 3 Tap Delete 4 Tap Yes in the Delete Confirmation dialog box To delete selected e mail 1 Tap the folders pick list and select the folder that contains the e mail 2 Select the e mail that you want to delete 3 Do one of the fol...

Page 141: ...ou installed the desktop e mail forwarder when you installed Palm Desktop software Select All Selects all e mail in the current mail folder Deselect All Deselects all e mail in the current mail folder Get Body Connects to the mail server if needed and downloads all bodies for selected e mail that need to be downloaded Mark Read Marks all selected e mail as read An opened envelope icon appear to th...

Page 142: ...he outgoing mail SMTP server Your e mail address The login script if any you need for connecting to your ISP or mail server Using Account Setup Account Setup guides you through the process of adding a mailbox To open account setup 1 Tap the menu icon 2 Tap Accounts 3 Tap Account Setup To add a mailbox 1 Tap Next 2 Enter a name for the mailbox you are creating Palm Wireless E mail is sent and recei...

Page 143: ...6 Tap Next 7 Tap the Connection pick list and select one of the following connection methods The next screens in the setup process will differ based on the selected connection method Synchronization Only E mail is exchanged between your handheld and desktop computer when you perform a HotSync operation Modem Dialup E mail is sent and received using a modem accessory or a data enabled phone Palm Wi...

Page 144: ...s about configuring modem or phone settings When you finish adjusting these settings tap Done to return to the Account setup process where you will enter mail server settings To enter mail server settings 1 Tap Next 2 Enter the name of your outgoing mail server and then enter your name and your full e mail address 3 Tap Next and enter a signature to attach to your outgoing mail This is optional 4 ...

Page 145: ...cts to your desktop using Synchronization only you will see the same screen used for IMAP accounts To set mail retrieval server options for a POP account 1 Tap Next 2 If you want to view incoming mail later on your desktop tap Leave mail on server 3 Tap Advanced 4 If you want to change the maximum size of an incoming e mail message tap the maximum size field and enter the size in kilobytes as much...

Page 146: ...r when they are deleted in MultiMail Deluxe 6 Tap OK 7 Tap Finish 8 Tap Done Editing e mail accounts From time to time you may need to alter information about an e mail account To select an account to edit 1 Tap the menu icon 2 Tap Options 3 Tap Servers 4 Tap the Account pick list and then tap Edit Accounts All configured e mail accounts appear in a list 5 Tap the name of the account you want to c...

Page 147: ...r IMAP server 4 Tap the appropriate protocol for this server POP or IMAP To set additional incoming mail options 1 Tap More 2 Set options for getting unread mail maximum message size and the default folders for storing deleted and sent mail What do the Port Number and Mailbox fields do here Under what circumstances would a user select these and what would be the expected results ...

Page 148: ...More and set additional options for outgoing mail 2 Set additional options for outgoing mail What is ESTMP When should a user select it How would they know to select it 3 Tap OK Reply To Address If you want replies sent to an a different e mail address tap the check box and enter an alternative address BCC Tap the check box and enter an e mail address to which a blind carbon copy will be sent Port...

Page 149: ...ns menu Does this menu provide attachment options Setting Notification Options Notification options can be set by criteria or schedule for your Palm wireless e mail account and your forwarded enterprise e mail Notification options allow you to select which e mail messages prompt your handheld to notify you of their arrival To set notification options 1 Tap the menu icon 2 Tap Options 3 Tap Notific...

Page 150: ...lists and the edit line combine to create a statement that identifies the type of e mail that triggers notification For example a filter might read If the From Contains mweston example com Then Notify Me You can also use the And button to create a more complex statement such as If the From Contains mweston example com And if the Subject Starts with Apollo Project Then Notify Me When you use this n...

Page 151: ...e notification 1 Tap schedule 2 Tap the Weekdays time box The Set Notification Times dialog box appears 3 Tap Start Time and then tap to adjust the hour and minutes 4 Tap End Time and then tap to adjust the hour and minutes 5 Tap OK 6 Tap the Weekdays check box 7 Tap the Weekends time box The Set Notification Times dialog box appears 8 Repeat steps 3 through 5 9 Tap the Weekends check box 10 Tap O...

Page 152: ... enter a short description of the filter 5 Use the If the pick lists to create criteria for the filter The three pick lists and the edit line combine to create a statement that identifies the type of e mail and what you want to do with the e mail For example a filter might read If the Subject Contains sales meeting Then retrieve and move to Sales When you use this filter to sort incoming e mail an...

Page 153: ...ect those filters you want to work for a subsequent e mail download A check mark next to a filter means that it is selected To remove a check mark tap the check box To add a check mark tap an empty check box 4 Tap the Active check box to apply the selected filters 5 Tap OK What is the function of Connected Filters and Synchronize Filters choices on the pick list in the upper left corner of this sc...

Page 154: ... e mail To set General preferences 1 Tap the Menu icon 2 Tap Options 3 Tap Preferences 4 Select preferences Confirm Deletions Displays a confirmation dialog before executing e mail deletions Enable Smart Addressing Allows MultiMail Deluxe to type ahead and complete an e mail address when recognized Download Attachments Enables files attached to e mail to be downloaded to your handheld Signature Al...

Page 155: ...ess modem or an adapter with a cellular phone this value should be greater than 45 seconds To change tap the Timeout field and enter a new value Auto Disconnect Automatically disconnects your remote connections after each command This feature is especially useful for wireless modems Disconnect on Exit Disconnects from the modem only after you leave the E mail application This feature is an alterna...

Page 156: ...3 Tap OK Backup ALL Databases Enables backing up the e mail database Deselecting this option allows you to increase the speed of HotSync operations by not backing up the mail database Because in most cases your mail is on your server you do not need to back up your e mail database from your handheld ...

Page 157: ...methods include using a modem or using network HotSync technology Selecting HotSync Setup Options You can choose when you want HotSync Manager to run If necessary you can adjust the local and modem HotSync settings as well To set the HotSync options on a Windows computer 1 Click the HotSync Manager icon in the Windows system tray 2 Choose Setup 3 Click the General tab and select one of the followi...

Page 158: ...ting a HotSync Operation via a Network later in this chapter for more information 7 Click OK Available only when Palm Desktopsoftware is running Starts HotSync Manager and monitors requests automatically when you open Palm Desktop software Manual Monitors requests only when you select HotSync Manager from the Start menu Serial Port Identifies the port that HotSync Manager uses to communicate with ...

Page 159: ...al port monitor is enabled whenever you start your Macintosh Keep this default if your HotSync cradle is always connected to a specific port USB serial or modem If however you use the same port for other devices besides the HotSync cradle disable the serial port monitor and then enable it manually only when you connect the cradle to perform a HotSync operation Enable HotSync software at system sta...

Page 160: ... from using either port for other operations such as printing faxing or AppleTalk networking Local Setup Enables you to perform HotSync operations using the HotSync cradle that is connected to your Macintosh If you are using the USB cradle for a direct HotSync operation you do not need to set these options set them if you are using the optional serial cradle Speed Determines the speed at which dat...

Page 161: ... and for updating the MyPalm application 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 The conduit for MutliMail Deluxe enables you to select e mail accounts to synchronize and the update conduit for the MyPalm application allows you to receive newer versions of the MyPalm ap...

Page 162: ...st 5 Click Change 6 Click the direction in which you want to write data or click Do Nothing to skip data transfer for an application 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 defaul...

Page 163: ...r for an application 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 you selected as the default setting is used for HotSync operations 7 Click OK 8 Repeat steps 4 through 7 to change conduit settings for other applica...

Page 164: ...ing steps IMPORTANT You must perform your first HotSync operation with a local direct connection or with infrared communication rather than using a modem The following steps assume that you have already installed Palm Desktop software If you have not installed this software seeSee Step 3 Install Software in Chapter 1 for instructions To perform a local HotSync operation on a Windows computer 1 Pla...

Page 165: ...dialog box appears and synchronization begins 4 Wait for a message on your handheld indicating that the process is complete After the HotSync process is complete you can remove your handheld from the cradle Gently rock your handheld forward in the cradle and then lift it to remove Performing a direct HotSync operation Macintosh When you installed Palm Desktop software you entered a user name This ...

Page 166: ... name from your handheld and synchronizes the data in the folder of the same name Be sure you select the correct user name from the User 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 later in this chapter before perform...

Page 167: ...icon in the Palm folder Click the HotSync Controls tab and make sure the Enabled option is selected 3 Press the HotSync button on the cradle 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 The HotSync Progress dialog box reappears and synchroniza...

Page 168: ... You simply enable infrared communication on your laptop and handheld and follow the steps in Performing an IR HotSync operation later in this section Preparing your computer for infrared communication Before you can perform a HotSync operation using the IR port the computer with which you want to synchronize must fulfill these requirements Your computer must support the IrCOMM implementation of t...

Page 169: ...ing system for instructions on finding the simulated port This information is usually located in the Control Panel 6 Click OK NOTE If your cradle is connected to a USB port you can continue using it while HotSync Manager is configured for infrared communication If your cradle is connected to a serial port you cannot use your HotSync cradle again until you reconfigure the HotSync Manager to communi...

Page 170: ...Sync 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 Returning to cradle HotSync operations It s easy to return to using the cradle for HotSync operations If your cradle is connected to a USB port you can continue using it while HotSync Manager is con...

Page 171: ...le to a serial port on your Macintosh 2 Double click the HotSync Manager icon in the Palm folder 3 In the HotSync Controls tab select Enabled 4 Click the Serial Port Settings tab 5 Under Check for handheld connection using select Local Setup 6 Under Local Setup select the port where your cradle is connected from the Port pop up menu 7 Close the HotSync Software Setup window Now the next time you w...

Page 172: ...h the COM port 2 Start HotSync Manager if it is not already running and from the HotSync Manager menu choose Modem 3 Adjust the following options as needed Serial Port Identifies the port for the modem If you are unsure of the port assignment look at the Modem Properties in the Windows Control Panel Speed Determines the speed at which data is transferred Try the As Fast As Possible rate first and ...

Page 173: ... 5 Adjust the following options as needed 6 Close the HotSync Software Setup window Preparing your handheld There are a few steps you must perform to prepare your handheld for a modem HotSync operation 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 th...

Page 174: ... dial in server network modem instead of connecting to a computer modem see Conducting a HotSync Operation via a Network later in this chapter 6 Enter the telephone number to access the modem connected to your computer 7 If needed enter a dial prefix such as 9 to access an outside line and then tap the Dial Prefix check box TIP You can enter a comma in the field to introduce a pause in the dialing...

Page 175: ...HotSync icon 3 Tap the Menu icon 4 Tap Options and then tap Conduit Setup 5 Tap the check boxes to deselect the files and applications that you do not want to synchronize during a modem HotSync operation The default setting is to synchronize all files Applications that do not have a database such as games do not synchronize even if you select the item in the Conduit Setup dialog box 6 Tap OK Perfo...

Page 176: ...also has the network HotSync technology installed your computer is on and the HotSync Manager is running Connecting to your company s dial in server A network HotSync operation requires the following consult your System Administrator for assistance Your computer has TCP IP support installed Both your company s network system and its remote access server support TCP IP You have a remote access acco...

Page 177: ...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 178: ...ect 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 Performing a network HotSync operation After you prepare your computer and your handheld and select your Conduit Setup options you are ready to perform a network HotSync operation Tap here Tap here ...

Page 179: ... user profile to load the data into a handheld without associating that data with a user name The User Profile feature is designed only for the first time HotSync operation before you assign a User ID to a particular handheld To create a user profile on a Windows computer 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 prof...

Page 180: ...ofile 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 for details To use a profile for the first time HotSync operation on a Windows ...

Page 181: ...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 HotSync cradle 2 Press the HotSync button on the cradle 3 Select the profile you want to load on the handheld and click OK to transfer all the profile data to the handheld The next time you perform a HotSync operation Palm Desktop software prompts you to ...

Page 182: ...Performing HotSync Operations 172 ...

Page 183: ...nd Time Set the date time time zone and Daylight Saving switch Digitizer Calibrate the screen on your handheld Formats Set the country default and the formats for dates times calendar and numbers General Set these features auto shutoff interval Stay on in cradle sounds indicator light and Beam Receive Network Configure your handheld for use with a network Owner Assign your name phone number and ot...

Page 184: ...ke 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 want to assign to...

Page 185: ...ave to change to a different screen or application To change the HotSync buttons preferences 1 Tap HotSync 2 Tap the pick list next to the button you want to assign 3 Tap the application that you want to assign to each button 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 comp...

Page 186: ...your handheld Country default The country default sets date time week start day and number conventions based on geographic regions where you might use your handheld For example in the United Kingdom time often is expressed using a 24 hour clock In the United States on the other hand time is expressed using a 12 hour clock with an AM or PM suffix All your handheld applications use the Country defau...

Page 187: ... Auto off delay Your handheld has an automatic shutoff feature that turns off the power and backlight after a period of inactivity This feature helps conserve battery power in case you forget to turn off your handheld If you find that your handheld shuts itself off before you finish reviewing the information on the screen you should increase the time setting of the automatic shutoff feature To set...

Page 188: ...ypically do not respond to this setting Alarm vibrate and indicator light settings You can set alarms in Date Book Clock and Note Pad to remind yourself of important meetings or notes When you enable the Alarm Vibrate and indicator light settings your handheld vibrates and the indicator light blinks to notify you of alarms This is useful for situations where you want to turn the Alarm Sound off bu...

Page 189: ... handheld To set the 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 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 Tap to select Tap to select date ...

Page 190: ...further defined the list varies depending on the kind of software you ve added to your handheld For example a modem connection appears on the list If you have this modem you only need to specify the phone setup and network connection if required to complete the configuration NOTE You can purchase a PalmModem accessory for use with your handheld See www palm com You can also create custom configura...

Page 191: ...onize with your Desktop application To edit the IR to Phone connection 1 Select the IR to Phone connection and tap Edit 2 Tap Details 3 Tap the Speed pick list and select the appropriate speed Modem via Cradle Cable A cable connection between your handheld s universal connector and a modem for dialing in to a modem that is part of your computer or laptop PC via Infrared A connection between the IR...

Page 192: ...can communicate with your ISP server or with your computer if you are away on travel See Connection preferences earlier in this chapter for a complete explanation on how to create modem configurations After you configure both the Connection and Network Preferences you can establish a PPP Point to Point Protocol SLIP Serial Line Internet Protocol or CSLIP Compressed Serial Line Internet Protocol co...

Page 193: ...n server Service templates are a set of ISP and dial in server configuration settings that you can create save and reuse To select a service 1 Tap the Service pick list 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 mu...

Page 194: ...pt you to enter a password during the login procedure 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 The Password field updates to display the word Assigned Selecting a connection Use the Connection setting to select the method you want to use to conn...

Page 195: ...tomers 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 you need to enter a prefix or disable Call Waiting skip to those procedures Otherwise tap OK Entering a prefix A prefix is a number that you dial before the telephone num...

Page 196: ...a calling card The Use calling card field enables you to use your calling card when dialing your ISP or Intranet server Keep in mind that there is usually a delay before you enter your calling card number When you define your calling card number you need to add commas at the beginning to compensate for this delay Each comma delays transmission of your calling card number for two seconds To use a c...

Page 197: ...between your handheld and your service Creating additional service templates You can create additional service templates from scratch or by duplicating existing templates and editing information After you create a new or duplicate template you can add and edit settings To add a new service template 1 Tap the Menu icon 2 Tap Service and then tap New An Untitled service template is added to the Serv...

Page 198: ...t Service Provider or your System Administrator for the correct connection type Note to Seattle engineers Is the connection type pick list above gone Can t tell from Poser but I believe this is no longer an editable field Please confirm correct Idle timeout The Idle timeout setting defines how long your handheld waits before dropping the connection with your ISP or dial in server when you switch o...

Page 199: ...uery 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 Each section must be a number from 0 to 255 3 Repeat step 2 for the second third and last sections of the Primary DNS field 4 Repeat steps 2 and 3 for the Secondary DNS number 5 Tap OK IP address Everyone who logs on to the Internet needs to ...

Page 200: ...ervice template created in Network Preferences A login script is something that you are likely to receive from your IS System Administrator if your company has a system in which you log in to the corporate servers from your handheld using a modem or network connection The script is generally prepared by the System Administrator and distributed to users who need it It automates the events that must...

Page 201: ... additional information a field appears to the right of it for you to enter the information The following commands are available Wait For Tells your handheld to wait for specific characters from the TCP IP server before executing the next command Wait For Prompt Detects a challenge response prompt coming from the server and then displays the dynamically generated challenge value You then enter the...

Page 202: ...lug 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 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 Prefer...

Page 203: ... Connection Progress messages It s helpful to identify at what point in the login procedure the connection fails An easy way to do this is to display the expanded Service Connection Progress messages Expanded Service Connection Progress messages describe the current stage of the login procedure Press the lower half of the scroll button at any point during login to display these messages Viewing th...

Page 204: ... name company name phone number or any other information that you want to associate with your handheld If you use the Security application to turn off and lock your handheld with a password information that you put in the Owner Preferences displays the next time you turn on your handheld See Chapter 13 for information about security To enter the Owner preferences Enter the text that you want to as...

Page 205: ...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 your ShortCut text This way a space automatically follows the ShortCut text 4 Ta...

Page 206: ... Tap the ShortCut you want to edit 2 Tap Edit 3 Make the changes you want and tap OK Deleting a ShortCut If you no longer need a ShortCut you can delete it from the list of ShortCuts To delete a ShortCut 1 Tap the ShortCut you want to delete 2 Tap Delete 3 Tap Yes ...

Page 207: ...re 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 Protect your handheld from temperature extremes For exam...

Page 208: ...he data but not enough to turn on your handheld If your handheld does not turn on when you press the power button you should recharge the unit immediately If your battery drains and you have the unit in an uncharged state for an extended period of time you can lose all of the stored data There are no serviceable parts inside your handheld so do not attempt to open the unit If you ever dispose of y...

Page 209: ...estore any data previously synchronized with your computer during the next HotSync operation To perform a hard reset 1 Hold down the power button on the front panel of the handheld 2 While holding down the power button use the reset tip tool or the tip of an unfolded paper clip or similar object without a sharp tip to gently press and release the reset button 3 Wait for the Palm logo to appear the...

Page 210: ...om 3 Select the appropriate user name from the list 4 Select an application in the Conduit list 5 Click Change 6 Select Desktop overwrites handheld NOTE Changing the HotSync setting from the default affects only the next HotSync operation Thereafter the HotSync Actions revert to their default settings To use a new setting on an ongoing basis select the Set As Default box Thereafter whatever you se...

Page 211: ... 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 you selected as the default setting is used for HotSync operations 7 Click OK 8 Repeat steps 4 through 7 to change co...

Page 212: ...Maintaining Your Handheld 202 ...

Page 213: ...uide located in the Documentation folder on your installation CD The Palm Support Assistant knowledgebase accessible at www palm com under the Support section The most recent Palm i705 handheld HelpNotes on your regional web site If you are still having problems contact Technical Support See the Customer Support card that comes with your handheld or go to www palm com NOTE Thousands of third party...

Page 214: ...n your computer 2 Press CTRL ALT DELETE and end all tasks except Systray and Explorer 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 cannot ins...

Page 215: ... your problem You can restore any data previously synchronized with your computer during the next HotSync operation See the online Handbook for instructions on restoring your data I get a warning message telling me my handheld memory is full Purge records from Date Book and To Do List This deletes To Do List items and past Date Book events from the memory of your handheld See Purging records in Ch...

Page 216: ...17 When I tap the Menu icon nothing happens Not all applications or screens have menus Try changing to a different application I can t get my handheld to recognize my handwriting For your handheld to recognize handwriting input with the stylus you need to use Graffiti writing See Using Graffiti Writing to Enter Data in Chapter 3 Make the Graffiti character strokes in the Graffiti writing area not ...

Page 217: ...lectrical wires Move from under trees I can t access the network Check the battery icon to verify the battery is charged See Step 2 Charge your Handheld in Chapter 1 Make sure the radio is on and within range by verifying the indicator light is flashing green See Using the indicator light in Chapter 4 Verify that the signal strength indicator on the radio panel shows a strong signal See Monitoring...

Page 218: ... Show and see if Show Only Due Items is selected I am having problems listing memos the way I want to see them If you cannot manually arrange the order of the memos in the list screen check the Memo Preferences setting Make sure that Sort by is set to Manual If you choose to view your memos alphabetically on Palm Desktop software and then perform a HotSync operation the memos on your handheld stil...

Page 219: ...rial Port Settings tab Make sure Local is selected and that the port selection matches the port where your HotSync cradle is attached I did a HotSync operation but one of my applications did not synchronize On a Windows computer click the HotSync Manager and choose Custom Check that the correct conduit is active On a Macintosh double click the HotSync Manager icon From the HotSync menu choose Cond...

Page 220: ...tab in the Setup dialog It should be set to the port where you connected the HotSync cradle If you are using the serial cradle try a lower baud rate setting on the Local tab in the Setup dialog If you are using the serial cradle make sure you aren t running a program such as America Online that uses the serial port you selected in the Setup dialog box On a Macintosh try each step in turn Make sure...

Page 221: ...ion sounds to a speaker You can use these sounds to check the modem connection Confirm that the Speed setting in the Setup dialog box works for your modem If you have problems using the As Fast As Possible option or a specific speed try using a slower speed Make sure you are not running another program such as WinFax CompuServe or America Online that uses the serial port you selected in the Setup ...

Page 222: ... can t perform an IR HotSync operation On a Windows computer be sure the HotSync Manager is running and the Serial Port for local operations is set to the simulated port for infrared communication See IR HotSync Operations in Chapter 16 for details On a Macintosh make sure the infrared communications extensions have been installed in the Extensions folder inside the System Folder Next open the Hot...

Page 223: ...om 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 for sender when it s near my computer s infrared port Your computer s infrared port may be set to search automatically for the presence of other infrared devices Consult the documentation for your operating system for info...

Page 224: ...mory available as the data you are receiving For example if you are receiving a 30K application you must have at least 60K free Perform a soft reset See Performing a soft reset in Appendix A for more information When I place my handheld in the cradle the indicator light does not go on Confirm that your handheld is well seated in the cradle Confirm that your recharger cable is properly connected to...

Page 225: ...y and remember the password If this does not help or if you do not have a password hint you can use Security to delete the password but your handheld deletes all entries marked as private However if you perform a HotSync operation before you delete the password the HotSync process backs up all entries whether or not they are marked private Then you can follow these steps to restore your private en...

Page 226: ...Palm OS handhelds Unfortunately we are not able to support such a large number of third party applications If you are having a problem with a third party application please contact the developer or publisher of that software 4 Tap Version to see version numbers and tap Size to see the amount of free memory in kilobytes ...

Page 227: ...se the separation between the equipment and receiver Connect the equipment into an outlet on a circuit different from that to which the receiver is connected Consult the dealer or an experienced radio TV technician for help The use of shielded I O cables is required when connecting this equipment to any and all optional peripheral or host devices Failure to do so may violate FCC rules CAUTION Chan...

Page 228: ...el Lithiumbatteri Eksplosionsfare ved fejlagtig håndtering Udskiftning må kun ske med batteri af samme fabrikat og type Levér det brugte batteri tilbage tilleverandøren Varoitus Paristo voi räjähtää jos se on virheellisesti asennettu Vaihda paristo ainoastaan valmistajan suosittelemaan tyyppiin Hävitä käytetty paristo valmistajan ohjeiden mukaisesti Advarsel Eksplosjonsfare ved feilaktig skifte av...

Page 229: ...in Date Book 93 setting in Note Pad 108 sound 87 101 178 205 vibrate setting 178 Alphabet Graffiti writing 20 onscreen keyboard 14 Application buttons 11 47 73 89 174 Applications Address Book 73 beaming 25 27 Calculator 79 categories 49 Clock 85 Date Book 89 font style 66 installing 71 Launcher 47 48 50 Memo Pad 103 Note Pad 107 opening 47 plug in 192 preferences for 53 removing 71 security 111 s...

Page 230: ...es 60 Comma delimited files importing data from 28 Command buttons 15 equivalents Graffiti writing 52 toolbar 52 Command stroke 27 52 63 Compressing Day view 101 Conduits for modem HotSync operations 165 for synchronizing applications 209 151 152 200 201 for synchronizing applications Macintosh 153 Conflicting events 98 Connecting service templates 187 to server or ISP 187 Connection preferences 1...

Page 231: ...es 57 Deleted data saving in archive files 56 Deleting applications 71 Desktop software 71 filter 143 Graffiti characters 20 passwords 112 records 55 service templates 192 text 55 See also Purging records Desktop software linking to external files 29 removing 72 saving deleted data to an archive file 56 Digitizer 13 176 DNS Domain Naming System 189 Double booked events 98 Dragging memos into other...

Page 232: ...writing area 10 19 Green indicator light 35 H Hard reset 199 205 Hardware add ons 12 Help Graffiti 55 online tips 15 Hiding records 116 History in web clipping applications 43 HotSync buttons preferences 175 conduits for synchronizing applications 151 152 200 201 conduits for synchronizing applications Macintosh 153 customizing 152 153 first time operation 154 158 169 171 IR operation 158 161 link...

Page 233: ... 63 scrolling in Address list 60 Lost handheld contact for 75 records 208 Lotus Organizer importing data from 28 M Macintosh 190 Mail adding Address Book data to records 62 Maintenance information 197 Memo Pad adding Address Book data to records 62 63 archive files mpa 28 categorizing records 57 conduit for synchronizing 151 creating records 54 deleting records 55 95 dragging memos into other appl...

Page 234: ...ress Book 73 applications 47 Calculator 79 Clock 85 86 Date Book 89 Memo Pad 103 Organizer Lotus PIM 28 Outlook connecting to 209 Overlapping events 98 Over the air icon 40 46 Owner preferences 194 P Pages web clipping application saving text of 43 sending e mail from 44 Passwords 111 115 changing 112 creating 111 deleting 112 for network 184 forgotten 115 215 Pasting notes into other applications...

Page 235: ...5 private 115 117 purging 56 57 sorting 63 64 To Do List 119 unmasking individual 117 Red indicator light 35 36 Reminder lists 66 Removing applications 71 Desktop software 71 Renaming categories 59 Repeating events deleting from Date Book 56 scheduling 95 Rescheduling events 93 Resetting handheld hard reset 199 205 location of reset button 12 198 soft reset 198 Restoring data Macintosh 201 Reviewi...

Page 236: ...ical Support 203 215 Text copying 55 cutting 55 entry See Entering data files importing data from 28 29 fonts for 65 saving web clipping 43 selecting all 55 Thousands separator 177 Time alarm setting 93 format 176 setting current 179 setting event 90 start and end for Date Book Day view 101 Tips online 15 To Do List adding Address Book data to records 62 63 archive files tda 28 categorizing record...

Page 237: ... Web Clipping Preferences 45 W Web clipping applications accessing 38 described 36 preferences screen 45 saving information from 43 44 working with 45 Web Clipping preferences 173 Web clippings defining 36 example of 41 42 reviewing 42 43 Week Date Book view 97 98 177 208 Wireless button 33 Wireless security for transactions 46 Wireless services e mail 44 problems with 207 Wireless transactions pr...

Page 238: ...Index 230 ...

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