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Palm m500 Series, Handbook

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Page 178 

Advanced HotSync® Operations

Customizing HotSync application 
settings

For each application, you can define a set of options that determines 
how records are handled during synchronization. These options are 
called a “conduit.” By default, a HotSync operation synchronizes all 
files between the handheld and Palm Desktop software. 

In general, you should leave the settings to synchronize all files. The 
only reason you might want to change these settings is to overwrite 
data on either your handheld or Palm Desktop software, or to avoid 
synchronizing a particular type of file because you don’t use it.

In addition to the conduits for Date Book, Address Book, To Do List, 
Memo Pad, and Expense, Palm Desktop software includes System and 
Install conduits. The System conduit backs up the system information 
stored on your handheld, including Graffiti

®

 ShortCuts. The Install 

conduit installs add-on applications on your handheld. 

To customize HotSync application settings on a 
Windows computer:

1. Click the HotSync icon 

™

 in the Windows system tray (bottom-

right corner of the taskbar).

Tip:

You can also click the HotSync command on the Palm 
Desktop software menu bar.

2. From the HotSync Manager menu, choose Custom.

3. Select the appropriate user name from the list.

4. Select an application in the Conduit list.

Summary of Contents for m500 Series

Page 1: ...Handbook for Palm m500SeriesHandhelds ...

Page 2: ...Page ii Handbook for Palm m500 Series Handhelds ...

Page 3: ...nction dead battery or repairs Be sure to make backup copies of all important data on other media to protect against data loss Important Please read the End User Software License Agreement with this product be fore using the accompanying software program s Using any part of the software indi cates that you accept the terms of the End User Software License Agreement HotSync Cradle and Adapters and ...

Page 4: ...Page iv Handbook for Palm m500 Series Handhelds ...

Page 5: ... 15 Elements of the handheld interface 16 Opening applications 17 Using menus 19 Entering data 21 Customizing your handheld 25 Chapter 2 Entering Data in Your Handheld 29 Using Graffiti writing to enter data 29 Writing Graffiti characters 29 Graffiti tips 31 The Graffiti alphabet 31 Writing capital letters 32 Writing numbers 33 Graffiti numbers 33 Writing punctuation marks 34 Additional Graffiti p...

Page 6: ... Assigning a password 52 Changing or deleting a password 53 Locking your handheld 54 Recovering from a forgotten password 56 Chapter 4 Using Expansion Features 59 Inserting an expansion card 59 Removing an expansion card 60 Opening expansion card applications 60 Switching between your handheld and an expansion card 61 Copying applications to an expansion card 61 Deleting applications from an expan...

Page 7: ...municating Using Your Handheld 143 Managing desktop E Mail away from your desk 143 Setting up Mail on the desktop 144 Synchronizing Mail with your E Mail application 146 Opening the Mail application on your handheld 146 Viewing e mail items 146 Creating e mail items 147 Looking up an address 150 Adding details to e mail items 151 Storing e mail to be sent later 154 Editing unsent e mail 154 Draft ...

Page 8: ...rk 192 Connecting to your company s dial in server 192 Performing a network HotSync operation 195 Using File Link 195 Creating a user profile 196 Chapter 8 Setting Preferences for Your Handheld 199 Viewing preferences 200 Buttons preferences 200 Pen preferences 201 HotSync buttons preferences 202 Digitizer preferences 203 Formats preferences 203 Country default 203 Time date week start and numbers...

Page 9: ...erations 228 Resetting your handheld 229 Performing a soft reset 229 Performing a hard reset 230 Appendix B Frequently Asked Questions 233 Software installation problems 234 Operating problems 235 Tapping and writing problems 237 Application problems 238 HotSync problems 239 Beaming problems 246 Recharging problems 247 Password problems 247 Technical support 248 Appendix C Creating a Custom Expens...

Page 10: ...D Non ASCII Characters for Login Scripts 259 Use of char 259 Carriage return and line feed 259 Literal characters 259 Product Regulatory Information 261 FCC Statement 261 Canadian ICES 003 Statement 262 CE Compliance Statement 262 Battery Warning 262 Index 265 ...

Page 11: ...t It walks you through Locating all the parts of your handheld Viewing and entering data Working with expansion cards Using your handheld with your computer Personalizing your handheld with your own preference settings After you become familiar with the basic functionality of your handheld you can use the rest of this handbook as a reference for less common tasks for maintaining your handheld and ...

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

Page 13: ...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 by hearing a sound seeing an LED blink or feeling your handheld vibrate View edit an...

Page 14: ...software from http www palm com Mouse One USB port or available serial port serial cradle sold separately Minimum requirements Macintosh Apple Macintosh or compatible with a Power PC processor Mac OS 8 6 to 9 for USB support OS 7 5 3 or later for serial support One USB port or available serial port serial cradle and adapters sold separately 25 MB available hard disk space 6 MB free RAM Optional eq...

Page 15: ... 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 The power button also lights steadily when the handheld is charging in the cradle and blinks to indicate alarms Some applications enable you to set alarms to rem...

Page 16: ...and information stored in your handheld It is touch sensitive and responds to the stylus Graffiti writing area The area where you write letters and numbers using the Graffiti alphabet See Chapter 2 to learn how to write Graffiti characters Scroll buttons Displays text and other information that extends beyond the area of the handheld screen Pressing the lower scroll button scrolls down to view inf...

Page 17: ...ast 1 Tap the Contrast icon in the upper right corner of the Graffiti writing area 2 Do one of the following To change the contrast in small increments tap to the left or right of the slider To change the contrast in larger increments drag the slider to the left or right Tip You can also use the up and down scroll buttons on the front of your handheld to adjust the contrast setting 3 Tap Done ...

Page 18: ... front cover which also slides in and out Expansion card slot Accepts Secure Digital SD or MultiMedia Card MMC expansion cards enabling you to add more memory or applications You can also back up data to an expansion card Reset button Under normal use you should not have to use the reset button See Appendix A for information about when and how to use the reset button Reset button Universal connect...

Page 19: ...pter for details Charge the battery in your new handheld See Charging your handheld later in this chapter for details If upgrading You may want to create a copy of your old Palm Desktop software folder and its contents before installing your new Palm Desktop software If you do this rename the copied folder for example Palm Old and store it outside the Palm Desktop software folder This step is opti...

Page 20: ...otSync cradle Important The HotSync cradle supplied with your handheld fits a USB connector If your computer does not have a USB port or if you are using Windows 95 Windows NT or an older Macintosh you can order a serial cradle and a 25 pin serial adapter if necessary from http www palm com Follow the documentation that accompanies the serial cradle before attempting to complete the installation t...

Page 21: ...he cradle for two hours for an initial charge before you use it Then place it in the cradle for a few minutes each day to recharge the battery to full capacity If the battery gets low your handheld displays a warning message If this occurs perform a HotSync operation and then recharge the battery as soon as possible If your handheld shuts down you still have about a week to recharge the battery be...

Page 22: ...owing Work with your handheld applications on your computer Palm Desktop software duplicates the Date Book Address Book To Do List and Memo Pad applications on your handheld so you can view enter and modify any data stored on your handheld You cannot modify Note Pad data in Palm Desktop software Back up the data stored on your handheld with HotSync technology and synchronize the data on your Palm ...

Page 23: ...dhelds Do the following before installing Turn off your computer and connect the HotSync cradle to it Do not simply copy the Palm Desktop software files to your computer s hard disk You must use the installer to place the files in their proper locations and to decompress the files To install Palm Desktop software on a Windows computer 1 Turn on your computer 2 Exit any open programs including thos...

Page 24: ...ersonal information manager PIM such as Microsoft Outlook you still need to install Palm Desktop software in order to add HotSync Manager the connection software and other features of Palm Desktop software to your computer The connection software called a conduit lets you synchronize the data between your handheld and your PIM The conduit for Microsoft Outlook is included on the Palm Desktop softw...

Page 25: ... want to perform Important Always use the point of the stylus for tapping or making strokes on the handheld screen Never use an actual pen pencil or other sharp object to write on the handheld screen With your handheld turned on you can tap the handheld screen to do many operations such as the following Open applications Choose menu commands Initiate a Find operation to search through applications...

Page 26: ...he Contrast icon to open the Adjust Contrast dialog box Tap to the left or right of the slider to adjust the contrast in small increments or drag the slider to change the contrast in large increments You can also press the up and down scroll buttons to adjust the contrast Clock Tap the Clock icon to display the time and date abc With the cursor in an input field tap the dot to activate the alphabe...

Page 27: ...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 tap the top or bottom arrow to scroll the display one line ...

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

Page 29: ...application such as Memo Pad 2 Do one of the following Tap the Menu icon Tap on the inverted title area at the top of the screen In this example three menus are available Record Edit and Options The Record menu is selected and contains the commands New Memo Delete Memo and Beam Memo Choosing a menu After you open the menu bar for an application tap the menu that contains the command you want to us...

Page 30: ...oke anywhere in the Graffiti area When you draw the Command stroke the Command toolbar appears just above the Graffiti writing area to indicate that you are in Command mode The command toolbar displays context sensitive menu commands for the current screen For example if text is selected the menu icons displayed may be undo cut copy and paste Tap on an icon to select the command or immediately wri...

Page 31: ...or using the dialog box or give you other useful information To display an online tip 1 Tap the Tips icon 2 After you review the tip tap Done Entering data There are several ways to enter data into your handheld Using the onscreen keyboard Using Graffiti writing Using Note Pad Entering or importing data in Palm Desktop software and then synchronizing with your handheld Using an external keyboard a...

Page 32: ...ou can tap to open any of the other keyboards including the international keyboard See Using the onscreen keyboard in Chapter 2 for more information Tap here for alphabetic keyboard Tap here for numeric keyboard Backspace Carriage return Tab Caps Caps shift Tap here to display alphabetic keyboard Tap here to display numeric keyboard Tap here to display international keyboard Alpha Numeric Internat...

Page 33: ...and removing applications in Chapter 3 for installation instructions The Memo Pad application is ideal for practicing Graffiti writing This section explains how to open Memo Pad and use it to practice Graffiti writing To open Memo Pad 1 Tap the Applications icon 2 Tap the Memo Pad icon 3 Tap New Note A blinking cursor appears on the first line of the new memo to indicate where the new text will ap...

Page 34: ...nter the data in Palm Desktop software or the PIM you have installed to use with your handheld For details on entering information in Palm Desktop software refer to the online Help in Palm Desktop software the Quick Tour in Palm Desktop software for Windows users and the Palm Desktop Software for the Macintosh User s Guide on the Palm Desktop software CD ROM After the information is in Palm Deskto...

Page 35: ... handheld by using the Preferences application You can enter personal information such as your name and address change the time date and time zone view different date and time formats when you travel turn off sounds the LED indicator and vibrator and configure your handheld to work with a modem or network See Chapter 8 for details To open the Preferences screens 1 Tap the Applications icon 2 Tap t...

Page 36: ...e 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 To set the time zone 1 Tap the Set Time Zone box Tap to set date Tap arrows to select year Tap to select month Tap to select date ...

Page 37: ...ng the time zone setting to a new time zone automatically resets the date and time on your handheld but it does not change the time of appointments set in Date Book 3 Tap OK To set the daylight saving switch Tap the Daylight Saving pick list and then tap Off or On ...

Page 38: ...Page 28 Introduction to Your Handheld ...

Page 39: ... with only minutes of practice Graffiti writing includes any character you can type on a standard keyboard The Graffiti strokes closely resemble the uppercase letters of the regular alphabet which makes Graffiti writing easy to learn There are four basic concepts for success with Graffiti writing If you draw the character shape exactly as shown in the tables later in this chapter like the shapes s...

Page 40: ...ng cursor before you write the text 2 Use the tables on the following pages to find the stroke shape for the letter you want to create For example the stroke shown below creates the letter n Note There are two different stroke shapes available for some letters 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 lowerca...

Page 41: ...not recognize them as text characters Graffiti tips When using Graffiti writing keep these tips in mind Accuracy improves when you write large characters You should draw strokes that nearly fill the Graffiti writing area To delete characters simply set the insertion point to the right of the character you want to delete and make the backspace stroke a line from right to left in the Graffiti writin...

Page 42: ...u press the Shift key on a keyboard and then write the character strokes Note Graffiti writing includes a feature that automatically capitalizes the first letter when you create a new sentence or a new record by tapping New or a blank line To draw the first letter of a word as a capital letter Use the Caps Shift stroke F S G T H U I V J W K X L Y M Z Space Back Space Carriage Return Period tap twi...

Page 43: ... Caps Lock is active an underlined up arrow symbol appears in the lower right corner of the handheld screen To return to lowercase make the Caps Shift stroke Writing numbers Writing numbers with Graffiti writing is similar to writing letters of the alphabet except that you make the character strokes on the right hand side numbers side of the Graffiti writing area Graffiti numbers Caps Lock Number ...

Page 44: ...e this tap you activate Punctuation Shift and a dot appears to show it is active The next stroke you make with the stylus creates a punctuation mark Note When Punctuation Shift is active you can make a symbol stroke anywhere in the Graffiti writing area the letters or numbers side Additional Graffiti punctuation Symbol Stroke Symbol Stroke Period Dash Comma Left Paren Apostrophe Right Paren Questi...

Page 45: ...ars 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 For example the following diagram shows the strokes required to draw an accented e Symbol Shift...

Page 46: ...ny special punctuation or shifting Note You must write these non English characters in the left side of the Graffiti writing area Navigation strokes In addition to character symbols Graffiti writing includes special strokes that you can use to navigate within text or fields in your applications Command Stroke Move cursor right Move cursor left Previous field Address Book only Next Field Address Bo...

Page 47: ...pter 8 to learn about creating your own ShortCuts To use a ShortCut draw the ShortCut stroke followed by the ShortCut characters When you draw the ShortCut stroke the ShortCut symbol appears at the insertion point to show that you are in ShortCut mode Your handheld includes the following predefined Graffiti ShortCuts Using the onscreen keyboard You can open the onscreen keyboard anytime you need t...

Page 48: ...u can enter this information into another application or delete it See Note Pad in Chapter 5 for more information and instructions To use Note Pad 1 Press the Note Pad application button on the front panel of your handheld 2 Write the information directly on the handheld screen 3 Tap Done Using your computer keyboard If you have a lot of data to enter or prefer to use the computer keyboard you can...

Page 49: ...s Book and Memo Pad only Tab delimited tab tsv txt Address Book and Memo Pad only CSV Lotus Organizer 2 x 97 Mapping Address Book only vCal vcs Date Book only vCard vcf Address Book only Date Book archive dba Address Book archive aba To Do List archive tda Memo Pad archive mpa Archive formats can only be used with Palm Desktop software Use the archive file formats to share information with other p...

Page 50: ...add the imported data to your handheld perform a HotSync operation See Palm Desktop online Help for more information on importing and exporting data Importing data from a Macintosh Palm Desktop software can import data from any of the following applications when you export the data in the appropriate file format Address Book Plus text file Claris Organizer Palm Desktop software can open these file...

Page 51: ...or 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 online Hel...

Page 52: ...Page 42 Entering Data in Your Handheld ...

Page 53: ...ely in the Applications Launcher when you insert an expansion card or when you select the card from the pick list in the upper right screen See Opening expansion card applications in Chapter 4 for details Switching between applications When working in any application tap the Applications icon or press an application button on the front panel of your handheld to switch to another application Your h...

Page 54: ...p the Applications icon 2 Do one of the following Tap the Applications icon repeatedly to cycle through all your categories Tap the pick list in the upper right corner of the screen and select the category you want to display Changing the Applications Launcher display By default the Applications Launcher displays each application as an icon As an alternative you can choose to show a list of applic...

Page 55: ...tions and then tap Preferences 4 Tap the Remember Last Category check box to select it 5 Tap OK Choosing preferences You can set options that affect an entire application in the application s Preferences dialog box To change preferences for an application 1 Open an application 2 Tap the Menu icon 3 Tap Options and then tap Preferences Note Not all applications have a Preferences command 4 Make cha...

Page 56: ...able for your handheld To learn more about these applications go to the web site http www palm com Note Any game or application that you install on your handheld resides in RAM memory you can delete them at any time To install add on software on your handheld using a Windows computer 1 On your computer copy or download the application you want to install into the add on folder in your Palm Desktop...

Page 57: ...t of applications you selected in the Install Tool dialog box If you do not want to install an application select it and then click Remove This does not remove the application from your computer it simply removes it from the list of applications to install 8 If you need to change the destination of the application you are installing click Change Destination on the Install Tool window and then use ...

Page 58: ...not recognized during the HotSync operation Expansion cards may hold applications that use files other than the Palm application files In order for your handheld to recognize such a file you must launch the application that uses these files at least once To install add on software on your handheld using a Macintosh 1 On your Macintosh copy or download the application you want to install into the a...

Page 59: ...enu 7 Select the application 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 ...

Page 60: ...to recognize such a file you must launch the application that uses these files at least once Removing applications In the event that you run out of memory or decide that you no longer 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...

Page 61: ...rams icon 3 Click the Change or Remove Programs button 4 Select Palm Desktop 5 Click Change Remove 6 Click Yes in the Confirm File Deletion box 7 Click OK 8 Click Close Note You need to install the HotSync Manager from the installation CD if you want to synchronize data with another PIM To remove Palm Desktop software from a Macintosh 1 Locate the Palm Desktop Installer icon and double click this ...

Page 62: ... so the information appears greyed out Hide all records that you mark as private so they do not appear on any screen You can mask and hide private records with or without a password Without a password 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 See Making records private in Chapter ...

Page 63: ...r your handheld you can change or delete it at any time You must enter the current password before you can change or delete it To change or delete your password 1 Tap the Password box 2 Enter the current password 3 Tap OK 4 Do one of the following To change the password and hint enter the new password and hint and tap OK Tap here Tap here ...

Page 64: ...se You can set your handheld to lock automatically or you can lock it manually Locking your handheld automatically You can set your handheld to lock automatically when any one of the following occur When you turn off the power At a time you specify After a period of inactivity you specify To set your handheld to lock when you turn it off 1 Tap the Applications icon 2 Tap the Security icon 3 Tap th...

Page 65: ...set your handheld to lock after a period of inactivity 1 Tap the Applications icon 2 Tap the Security icon 3 Tap the Auto Lock Handheld box and then enter your password 4 Tap After a preset delay 5 Enter the inactive period then select Minute s or Hour s from the pick list 6 Tap OK Important If you lock your handheld you must enter the exact password to re activate your handheld If you forget the ...

Page 66: ... off your handheld 1 Tap the Applications icon 2 Tap the Security icon 3 Tap Lock Turn Off 4 Tap Off Lock 5 To start your handheld turn it on and then enter the password Recovering from a forgotten password If you forget your password your handheld will display the password hint if you entered one to help you remember the password If you are still unable to remember the password you can delete it ...

Page 67: ...Chapter 3 Page 57 To delete a forgotten password 1 Tap Lost Password 2 Tap Yes ...

Page 68: ...Page 58 Managing Your Applications ...

Page 69: ...can easily attach and use peripheral hardware devices such as a modem portable keyboard or a Global Positioning System GPS receiver your handheld is equipped with a universal connector For information about the installation and operation of hardware devices please refer to the documentation that accompanies each device Inserting an expansion card 1 Hold your handheld securely 2 Insert the card int...

Page 70: ...ot has released the card gently remove the card from the expansion card slot Note Your handheld comes with a dummy card seated within the expansion card slot To prevent debris from entering and damaging the slot we suggest that you leave the dummy card seated when you are not using an expansion card Opening expansion card applications When an expansion card is properly seated in the expansion card...

Page 71: ... installed on your handheld and on the expansion card To switch to an expansion card 1 Tap the pick list in the upper right corner 2 Tap the category item that matches the name of the expansion card Copying applications to an expansion card You can copy applications from your handheld to an expansion card or from an expansion card to your handheld To copy an application to an expansion card 1 Tap ...

Page 72: ...nsion cards see Beaming information in Chapter 6 for details Note If you copy applications between your handheld and multiple expansion cards and then attach a card with a copied application to a Card Reader Writer you may notice that the copied application s filename has been changed to the name of a database file it contains You will only see this if you use your cards with a Card Reader Writer ...

Page 73: ...ts you review general information about a resident card and its contents rename a card and format a card Reviewing card information 1 Tap the Applications icon 1 Tap the Card Info icon 2 Review Card name Type and Size 3 Review card contents summarized by directory Review card information Review summarized card contents ...

Page 74: ... card destroys all its data and prepares it to accept new applications and data 1 Tap the Applications icon 2 Tap the Card Info icon 3 Tap the Menu icon 4 Tap Card and then tap Format Card 5 Tap OK Card Info menus Card Info menus are shown here for your reference and Card Info features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information abo...

Page 75: ...Chapter 4 Page 65 Help Provides help text About Card Info Shows version information for Card Info ...

Page 76: ...Page 66 Using Expansion Features ...

Page 77: ...you learn in one application to the others because the structure and behavior of all the applications are quite similar Application specific tasks is organized by application and gives instructions on how to do tasks that are specific to each application Overview of basic applications Date Book Date Book lets you quickly and easily schedule appointments or any kind of activity associated with a ti...

Page 78: ... Date Book To open Date Book Press the Date Book application button on the front panel of your handheld Date Book opens to today s schedule Note Press the Date Book application button repeatedly to cycle through the Day Week Month and Agenda views Address Book Address Book enables you to keep names addresses phone numbers and other information about your personal or business contacts In Address Bo...

Page 79: ... have records Press and hold the Address Book application button to instantly beam your business card to another Palm OS handheld To Do List To Do List is a convenient place to create reminders and prioritize the things that you have to do In To Do List you can do the following Make a quick and convenient list of things to do Assign a priority level to each task Assign a due date for any or all of...

Page 80: ...e of paper and a pencil In Note Pad you can do the following Take notes draw a sketch or write any kind of message directly on your handheld screen Later you can enter this information into other applications Set an alarm to use your notes as reminder messages Assign notes to categories so that you can organize and view them in logical groups Copy and paste notes into popular computer applications...

Page 81: ...ynchronize using Palm Desktop software and HotSync technology Assign memos to categories so that you can organize and view them in logical groups Write down phone numbers and other types of information Later you can copy and paste this information to other applications To open Memo Pad 1 Tap the Applications icon 2 Tap the Memo Pad icon Calculator Calculator enables you to perform addition subtrac...

Page 82: ...them in logical groups Keep track of vendors companies and people involved with each particular expense Log miles traveled for a particular date or expense category Sort your expenses by date or expense type Transfer your expense information to a Microsoft Excel spreadsheet version 5 0 or later on your computer Microsoft Excel is not included in the handheld package To open Expense 1 Tap the Appli...

Page 83: ...ure to create a new record in Date Book Address Book To Do List Note Pad Memo Pad and Expense To create a record 1 Select the application in which you want to create a record 2 Tap New 3 In Date Book only Select start and end times for your appointment and tap OK 4 Enter text for the record 5 Optional Tap Details to select attributes for the record Not available in Note Pad 6 In Address Book Note ...

Page 84: ...ommands available in the Edit menu apply to text that you select in an application To select text in an application 1 Tap the beginning of the text that you want to select 2 Drag the stylus over the text to highlight it in black Note You can also double tap to select a word or triple tap to select a line of text You can also drag across the text to select additional words or drag down to select a ...

Page 85: ...tion or into a different application Copy Copies the selected text and stores it temporarily in the memory of your handheld You can paste the text that you copy into another area of the current application or into a different application Paste Inserts the text that you cut or copied at the selected point in a record The text you paste replaces any selected text If you did not previously cut or cop...

Page 86: ...he 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 To Do List and Expense you ll accumulate records in these applications that have outlived their usefulness For example events that occur...

Page 87: ...ime you perform a HotSync operation Note Purging does not happen automatically You must tap the command to make it happen Exchanging and updating data HotSync operations The HotSync process automatically synchronizes that is exchanges and updates data between your handheld and Palm Desktop software Changes you make on your handheld or Palm Desktop software appear in both places after a HotSync ope...

Page 88: ...wing 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 see Installing Palm Desktop software in Chapter 1 for instructions To perform a local HotSync operation on a Windows compute...

Page 89: ...e name To prevent loss of a user s records never try to synchronize more than one handheld to the same user name The HotSync Progress 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 Tip Gently rock your handheld forward in the cradle and the...

Page 90: ... user name folder Note User names appear in the User pop up on the right side of the toolbar You can change users by selecting a new name in the pop up menu Each subsequent time you perform a HotSync operation HotSync Manager reads the user name from your handheld and synchronizes the data in the folder of the same name Note Be sure you select the correct user name from the User pop up before ente...

Page 91: ...andheld on the HotSync cradle 2 Make sure HotSync Manager is enabled Double click the HotSync Manager 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 Se lect User dialog box 4 In the Select User dialog box select the user name you entered when you ins...

Page 92: ...ations See Using the Applications Launcher in Chapter 3 for more information When you create a record your handheld automatically places it in the category that is currently displayed If the category is All your handheld assigns it to the Unfiled category You can leave an entry as Unfiled or assign it to a category at any time System defined and user defined categories By default your handheld inc...

Page 93: ...r defined categories New York and Paris to show how you might sort your expenses according to different business trips Note The illustrations in this section come from Address Book but you can use these procedures in all the applications in which categories are available To move a record into a category 1 Select the record you want to categorize 2 In Address Book only Tap Edit 3 Tap Details 4 Tap ...

Page 94: ...pper 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 categories of that application To define a new category 1 Tap the category pick list in the upper right corner of the screen or list 2 Tap Edit Categories Tap here Ta...

Page 95: ...ou can assign any of your records to the new category To rename a category 1 Tap the category pick list in the upper right corner of the screen or list 2 Tap Edit Categories 3 Select the category that you want to rename and then tap Rename 4 Enter the new name for the category and then tap OK ...

Page 96: ... 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 Expense Lookup displays the names in your Address Book that have data in the Company field You can add these names to a list of attendees associated with an Expense record Looking up Address Book records When working with Address Book th...

Page 97: ...er of the company name 3 Tap the record to view its contents Using Find You can use Find to locate any text that you specify in any application 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 E...

Page 98: ...hone Lookup Phone Lookup displays the Address list screen and lets you add the information that appears in this list to a record To use Phone Lookup 1 Display the record in which you want to insert a phone number The record can be in Date Book To Do List 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...

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

Page 100: ...6 Repeat steps 4 and 5 to add more names 7 Tap Done 8 Tap OK 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 Book To Do List Memo Pad and Expense Note You can also assign records to categories See Categorizing records earlier in this chapter To sort records in To Do List and Expe...

Page 101: ...en the application to display the list screen 2 Tap the Menu icon 3 Tap Options and then tap Preferences Address Book Note Pad Memo Pad 4 Do one of the following Address Book Tap the setting you want Note Pad Tap the Sort by pick list and select Alphabetic Date or Manual Memo Pad Tap the Sort by pick list and select Alphabetic or Manual 5 Tap OK ...

Page 102: ...ual records private Private records remain visible and accessible however until you select the Security setting to hide or mask all private records See Security in Chapter 3 for more information Hiding or masking private records You can hide or mask all records that you mark as private Masked records appear as grey placeholders in the same position they would appear if they were not masked and are...

Page 103: ...ick list and select Mask Records 4 Tap OK to confirm that you want to mask private records To display all private records 1 Do one of the following Tap the Applications icon tap Security then tap the Cur rent Privacy pick list and select Show Records If you do not have a password hidden and masked records be come visible If you have a password the Show Private Records dialog box appears Go to step...

Page 104: ...ecord private 1 Display the entry that you want to make private 2 Tap Details 3 Tap the Private check box to select it 4 Tap OK Attaching notes In applications except Memo Pad and Note Pad you can attach a note to a record A note can be up to several thousand characters long For example for an appointment in Date Book you can attach a note with directions to the location To attach a note to a reco...

Page 105: ...w or edit a note 1 Tap the Note icon To delete a note 1 Tap the Note icon 2 Tap Delete 3 Tap Yes Choosing fonts In all basic applications except Expense you can change the font style to make text easier to read You can choose a different font style for each application Note icon Small font Large font Bold font ...

Page 106: ... alarm again in five minutes The Reminder screen displays alarms that await attention To respond to reminders do one of the following 1 Select an item s check box to clear the item 2 Tap an item either the icon or the text description to open the application where the alarm was set The application opens to the entry associated with the alarm 3 Tap Done to close the reminder list and return to the ...

Page 107: ...ts duration is automatically set to one hour You can easily change the start time and duration for any event Note It s possible to schedule events that overlap but Date Book makes it easy to find such conflicts See Spotting event conflicts later in this chapter You can also schedule events in your Date Book that occur on a particular date but have no specific start or end times such as birthdays h...

Page 108: ...to select a start time by making sure no event is selected and then writing a number on the number side of the Graffiti writing area 4 Do one of the following Tap the time columns on the right side of the Set Time dialog to set the Start Time then tap the End Time box and tap the time columns to set the End Time Tap All Day to automatically insert the start and end time of the event as defined in ...

Page 109: ...at the top of the screen If necessary tap the Previous week or Next week scroll arrows to move to another week Tip You can also use the scroll button on the front panel of your handheld to move forward or backward one day at a time Tap Go To at the bottom of the screen to open the Go to Date dialog box Select a date by tapping a year month and day in the calendar Start Time highlighted Tap to scro...

Page 110: ...day To schedule an untimed event 1 Select the date that you want for the event as described in To schedule an event for another day 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 letters in the Graffiti writing area 4 Enter a description of the event Previous year N...

Page 111: ... Time box and select 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 hour...

Page 112: ...creen The reminder message appears again five minutes after you tap Snooze and an attention indicator blinks in the upper left corner of the screen to remind you of the pending alarm Tap Go To to open Date Book Date Book will open and display the event associated with the alarm Alarm for untimed events You can set a silent alarm for an untimed event In this case the alarm triggers at the specified...

Page 113: ...er example is a weekly guitar lesson that falls on the same day of the week and the same time of day A business trip or a vacation is an example of a continuous event To schedule a repeating or continuous event 1 Tap the event 2 Tap Details 3 Tap the Repeat box to open the Change Repeat dialog box 4 Tap Day Week Month or Year to set how often event repeats For a continuous event tap Day 5 Enter a ...

Page 114: ...Do one of the following Tap Current to delete only the current event item Tap Future to delete the current and all future event items and reset the end date of the repeating event to the last shown date Tap All to delete all occurrences of the repeating event 5 Tap OK Considerations for repeating or continuous events Keep the following points in mind If you change the start date of a repeating eve...

Page 115: ...ook view In addition to displaying the time list for a specific day you can also display a whole week a month or an agenda You can also display the current time To cycle through Day Week Month and Agenda views Press the Date Book application button repeatedly to display the next view Tap on the appropriate view icon in the lower left corner of Date Book To display the current time 1 Tap and hold t...

Page 116: ...fore and after the range of times shown 3 Tap an event to show a description of the event Tips for using Week View Keep the following points in mind To reschedule an event tap and drag the event to a different time or day Tap a blank time on any day to move to that day and have the time selected for a new event Week View Previous week Next week Tap for that day Bar indicates earlier event Bar indi...

Page 117: ... 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 The Day View displays overlapping brackets to the left of the conflicting times Working in ...

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

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

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

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

Page 122: ...ic and e mail fields You do not have to use the Graffiti capital stroke to capitalize the first letter of the name 4 Use the Next Field Graffiti stroke to move to the First Name field Tip You can also move to any field by tapping it directly 5 Enter the person s first name in the First Name field 6 Enter the other information that you want to include in this entry Note As you enter letters in the ...

Page 123: ...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 apply only to the current ...

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

Page 125: ...whether you re displaying the Address list screen or the Address view screen Record menus Options menus Duplicate Address Makes a copy of the current record and displays the copy in Address Edit so you can make changes to the copied record The copy has the same category and attached notes as the original record Dial Initiates dialing on an infrared equipped mobile phone by sending the telephone nu...

Page 126: ...ys the All category Enable Tap Dialing Allows automatic dialing by tapping on a telephone number in Address Book You must have an infrared equipped mobile phone near your handheld to use this feature Rename Custom Fields These custom fields appear at the end of the Address Edit screen Rename them to identify the kind of information you enter in them The names you give the custom fields appear in a...

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

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

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

Page 130: ... 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 Show Only Due Items Shows only the items that are currently due past due or have no due date specified When this setting is active items that are not yet due do not appear in the list ...

Page 131: ...r 1 for information about choosing menu commands Record menu Options menu Show Due Dates Displays the due dates associated with items in the To Do List and displays an exclamation mark next to items that remain incomplete after the due date passes Show Priorities Shows the priority setting for each item Show Categories Shows the category for each item About To Do List Shows version information for...

Page 132: ... screen Tip Tap the pen selector to choose a different pen width or choose the eraser to remove unwanted strokes 3 Optional Select the time at the top of the screen and enter a title using Graffiti writing 4 Tap Done Reviewing notes The note title and the date you created the note appear in the Note Pad list If you did not assign a title to your note the time you created the note appears as the no...

Page 133: ...ote 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 Date box Tap a note to view its contents Tap arrows to scroll to next and previous notes Tap here to select minutes Tap here to select hour ...

Page 134: ...and return to the current screen The reminder message appears again in five minutes and an attention indicator blinks in the upper left corner of the screen to remind you of the pending alarm When the reminder message reappears the current time displays in the Reminder bar and the note title displays on the screen Note If you did not title the note the time the note was created displays on the scr...

Page 135: ...dual note Record menus Options menus Memo Pad A memo can contain up to 4 000 characters The number of memos you can store is dependent only on the memory available on your handheld A record in Memo Pad is called a memo To create a new memo 1 Tap the Applications icon 2 Tap the Memo Pad icon to display the Memo list 3 Tap New Preferences Displays the Note Pad Preferences dialog box where you define...

Page 136: ... new memo 4 Enter the text you want to appear in the memo Use the carriage return stroke to move down to new lines in the memo 5 Tap Done Reviewing memos The first line of a memo appears in the Memo list This makes it easy to locate and review your memos 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 Tap New Tap a memo to review its co...

Page 137: ...in Chapter 1 for information about choosing menu commands The Record and Options menus differ depending on whether you re displaying the Memo list or an individual memo Record menus Options menus 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 Memo list Memo screen ...

Page 138: ...ithout starting the calculation over Toggles the current number between a negative and positive value If you want to enter a negative number enter the number first and then press the button Places the current number in memory Each new number you enter with the M button is added to the total already stored in memory The number that you add can be either a calculated value or any number you enter by...

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

Page 140: ...to setting the date and time you can set an alarm to sound during the next 24 hour period To view the time Do one of the following When your handheld is on tap the Clock icon in the upper left corner of the Graffiti writing area Tap the Applications icon and then tap the Clock icon To set an alarm 1 Tap the Applications icon 2 Tap the Clock icon 3 Tap the Alarm box to open the Set Alarm dialog box...

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

Page 142: ...affiti writing area while in the Expense list screen The first number you write begins the amount of your new Expense item Display Options Allows you to choose which information appears on the Clock screen Day Activates the day of the week display When it is on the day appears above the time Date Activates the date display When it is on the date appears below the time Alarm Preferences Sound Sets ...

Page 143: ...d in the Expense list write the first letter s of the expense type and then write the numerical amount of the Expense item This technique takes advantage of the automatic fill feature See Options menu later in this chapter for details Changing the date of an Expense item Initially Expense items appear with the date you enter them You can use Expense to change the date associated with any Expense i...

Page 144: ...ent Lets you choose the payment method used to pay the Expense item If the item is prepaid such as airline tickets supplied by your company you can choose Prepaid to place your expense in the appropriate company paid cell of your printed expense report spreadsheet See Transferring your data to Microsoft Excel later in this chapter for more information Currency Enables you to choose the type of cur...

Page 145: ... OK to close the Select Currencies dialog box 4 Tap OK To change your default currency 1 Open Expense 2 Tap the Menu icon 3 Tap Options and then tap Preferences 4 Tap the Default Currency pick list 5 Tap the currency symbol you want to appear in Expense Vendor and City Lets you record the name of the vendor usually a company associated with the expense and the city where the expense was incurred F...

Page 146: ...s and then tap Custom Currencies 3 Tap one of the four Country boxes 4 Enter the name of the country and the symbol that you want to appear in Expense 5 Tap OK to close the Currency Properties dialog box 6 Tap OK Note If you want to use your custom currency symbol as the default for all Expense items select the symbol in the Preferences dialog box If you want to use your custom currency symbol onl...

Page 147: ...op software enables you to view and print the data with your computer Note You need Microsoft Excel version 5 0 or later to view and print your Expense data using one of the provided templates Microsoft Excel is not included with the handheld package The procedures in this section also assume that you have installed Palm Desktop software See Palm Desktop software in Chapter 1 for more information ...

Page 148: ...ro When a font is present on both the printer and the computer the printer font is used by default to increase printing speed If the printer font does not include the euro a box prints instead of the euro symbol You can work around this problem by sending a bitmap image of the euro to the printer or by not using the printer s built in fonts if allowed Creating or printing an expense report Palm De...

Page 149: ...l window to print your expense report Click Create to display a Microsoft Excel spreadsheet contain ing your expense data Your data appears in Microsoft Excel spreadsheet form You can enter information make formatting changes and save and print the file in the normal manner Using expense report templates Palm Desktop software includes several expense report templates When you use one of these temp...

Page 150: ... change these templates For example you can add your company name to a template See Appendix C for information on changing templates To view your expense data using a Microsoft Excel template 1 Display your expense data in a Microsoft Excel spreadsheet as described in the previous procedure 2 Click Options ...

Page 151: ...xpense template and have it appear in the Templates menu see Appendix C for more information 5 Click OK Expense menus Expense menus are shown here for your reference and Expense features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Record menu Options menu Choose expense template Enter name and other info...

Page 152: ...pe by writing the first letter of an expense type in the Graffiti writing area For example if you write the letter T it enters the Taxi expense type Writing T and then E enters Telephone which is the first expense type beginning with the letters TE About Expense Shows version information for Expense ...

Page 153: ...through the E Mail application on your Windows desktop computer You can read reply to compose and delete e mail on your handheld but to send or receive e mail you must perform a HotSync operation either directly or indirectly Direct methods include placing your handheld in the cradle attached to your computer or using infrared communications Indirect methods include using a modem or using network ...

Page 154: ... version 5 0 or higher QUALCOMM Eudora version 3 0 1 or higher Lotus cc Mail 6 0 or higher Microsoft Outlook 97 or higher Microsoft Outlook Express Netscape Communicator version 4 5 or higher You can see the full list of the supported applications when you set up Mail If your desktop E Mail application does not appear on the list you may still be able to manage your desktop E Mail application from...

Page 155: ...ht corner of the taskbar 2 Choose Custom Tip You can also choose Custom from the HotSync menu in Palm Desktop software 3 Select Mail in the list box 4 Click Change 5 Click one of the following settings Synchronize the files Synchronizes the mail on your handheld and your desktop E Mail application Desktop overwrites handheld Replaces the mail on your handheld with the mail in your desktop E Mail a...

Page 156: ...fy your settings as needed 6 Click OK Synchronizing Mail with your E Mail application After you enable and configure Mail you need to perform a HotSync operation to synchronize Mail with your desktop E Mail application For a complete explanation of HotSync technology see Chapter 7 Opening the Mail application on your handheld To open Mail 1 Tap the Applications icon 2 Tap the Mail icon Viewing e m...

Page 157: ...lect for all your e mail items To display full header information 1 Open an e mail item 2 Tap the Complete Header icon Tip To redisplay the abbreviated header tap the Abbreviated Header icon Creating e mail items You create e mail items with your handheld the same way you create e mail with your desktop E mail application you identify the recipient s of the e mail item define a subject and create ...

Page 158: ...m to a user on the same network do not need to add Internet information such as mycorp com 3 To send a copy of this e mail item to additional recipients tap the CC field and then enter the e mail addresses of the additional recipients separating the addresses with a comma followed by a space 4 Tap the Subj field and enter a subject for your e mail item 5 Tap the Body field and enter the text of yo...

Page 159: ...ve the reply Sender only All recipients or someone who didn t see the original e mail item Forward 4 Select whether you want to include original text or comment original text 5 Tap OK 6 Enter the text of your reply Tip You have several options including setting the priority See Adding details to e mail items later in this chapter 7 Tap Send to place your reply in the Outbox Tap to return to New Me...

Page 160: ... you enter identify a unique listing from your Address Book your handheld completes the address for you If not the Lookup dialog box appears and lists all records that contain information in an E mail field Tip You can also open the Look Up dialog box in the New Message screen by tapping Lookup from the Options menu or by using the Graffiti Command stroke L 5 Enter the first letter of the entry yo...

Page 161: ...e The Priority and BCC settings are valid only for the current e mail item and must be set for each item you create Priority Flags an e mail item as High Normal or Low priority BCC Creates a blind carbon copy field in the New Message screen Signature Attaches previously defined text as the closing of an e mail item See Adding a signature to your e mail item later in this chapter Confirm Read Reque...

Page 162: ...list and select the priority you want 3 Tap OK Tip Your handheld can flag e mail items with a specific priority only if your desktop E Mail application supports this feature Sending a blind carbon copy To add a BCC field to your e mail item 1 In the New Message screen tap Details 2 Tap the BCC check box to select it 3 Tap OK Tap here Tap here Tap to select priority ...

Page 163: ...fining such information as a signature you save yourself the trouble of having to enter it every time you create an e mail item Adding a signature to your message is a two part process First you create your signature Then you select the Signature option To create a signature 1 Tap the Menu icon 2 Tap Options and then tap Preferences 3 Tap the Signature text field and enter the text of your signatu...

Page 164: ...irm Delivery check box to select it 3 Tap OK Storing e mail to be sent later When you send e mail from your handheld it actually stores the e mail in the Outbox folder until the next time you synchronize your handheld with your computer During synchronization all e mail stored in the Outbox folder is transferred to the Outbox folder in your desktop E Mail application E mail created on your handhel...

Page 165: ...efore sending it Your handheld stores such e mail items in the Draft folder until you are ready to edit them again Note When you re creating or editing an e mail item you can also save the item as a draft by canceling it When you cancel an item your handheld opens a dialog asking if you want to save the e mail item If you tap Yes your handheld saves the item in the Draft folder To save an e mail i...

Page 166: ...reate in the Filed folder The contents of this folder do not automatically synchronize with your desktop E Mail application during a HotSync operation Your handheld however stores a backup copy of the Filed folder on your computer hard disk To file e mail 1 Open an e mail item 2 Tap the Menu icon 3 Tap Message and then tap File 4 Tap No to save the e mail item and move it to the Filed folder or ta...

Page 167: ...ion or purged the contents of the Deleted folder To remove an e mail item you received from the Deleted folder 1 In the Message list tap Deleted from the pick list in the upper right corner 2 Tap the e mail item you want to restore 3 Tap Undelete to move the selected item to the Inbox and mark it as read To remove an e mail item you created from the Deleted folder 1 In the Message list tap Deleted...

Page 168: ... 2 Select the folder you want to display in the Message list screen Date column The Date column is optional in the Message list By default the Date column is hidden to increase the available screen space To show the Date column 1 In the Message list tap Show Inbox Contains the e mail from your desktop E Mail application Inbox minus any that you have excluded using filtering options See Creating sp...

Page 169: ... more effectively by selecting which e mail items download when you synchronize your computer and your handheld You can define different settings for local and remote synchronization For example you may want to download all of your e mail during local synchronization and only Date Sorts e mail by date and displays the most recent e mail item at the top of the screen Sender Sorts e mail by the send...

Page 170: ...st and select Local HotSync or Remote HotSync Note For more information about Local and Remote HotSync operations see Chapter 7 4 Tap the filtering option you want to apply All During synchronization all e mail items in your desktop E Mail Inbox synchronize with your handheld and all e mail items in your handheld Outbox are sent to your desktop E Mail application Send Only During synchronization o...

Page 171: ...on in their header fields To create a special filter you must decide whether you want to ignore or retrieve certain e mail items Then based on that decision you must tell your handheld what it needs to look for in the To From and Subj fields to single out those e mail items To access the special filter settings Tap the Filter box in the HotSync Options dialog box Filter During synchronization all ...

Page 172: ... mail Tap the pick list in the center of the HotSync Options dialog box and select one of the following settings Ignore Messages Containing Tells your handheld to exclude the e mail items that meet the criteria you define and download all other e mail items during synchronization In general this filter downloads more e mail during synchronization because it blocks only one defined subset of e mail...

Page 173: ...s from John Smith jsmith aol com or Jack Jones jjones aol com concerning the Apollo Project You would create the following filter strings In the To field jsmith aol com jjones aol com In the Subj field Apollo Project Your handheld interprets this as Accept e mail items about the Apollo Project from John Smith or Jack Jones Do not accept e mail items from other people Do not accept e mail items fro...

Page 174: ... screen for that header field For more information about header field Notes screens see Creating e mail items earlier in this chapter 4 Tap Done to return to the HotSync Options dialog box 5 Tap OK High priority e mail The Retrieve All High Priority setting lets you retrieve e mail items marked high priority even if those items would have been blocked by a defined filter To retrieve high priority ...

Page 175: ...ters By truncating long messages you reduce the time it takes to synchronize your desktop E Mail and Mail as well as the amount of storage space e mail uses on your handheld Note Truncation is separate and independent from filtering To truncate e mail items 1 Tap Truncate in the HotSync Options dialog box 2 Tap to select the truncation setting you want Tip If you select the maximum setting message...

Page 176: ...apter 1 for information about choosing menu commands Message menus The Message menu varies depending on whether you are viewing an e mail item creating an e mail item or viewing the Message list Options menus The Options menu varies depending on whether you are creating or editing an e mail item About Mail Shows version information for Mail Message list New Message View Message Message list New Me...

Page 177: ...y An application installed on an expansion card that is seated in the card slot Note You can also perform HotSync operations using the IR port See IR HotSync operations in Chapter 7 for more details To select a business card 1 Create an Address Book record that contains the information you want on your business card 2 Tap the Menu icon 3 Tap Record and then tap Select Business Card 4 Tap Yes To be...

Page 178: ...ick list 5 Tap the application you want to transfer Note Some applications are copy protected and cannot be beamed These are listed with a lock icon next to them 6 Tap Beam 7 When the Beam Status dialog box appears point the IR port directly at the IR port of the receiving handheld 8 Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your h...

Page 179: ...e full screen pen stroke to beam the current entry See Pen preferences in Chapter 8 for more information You can draw the Graffiti Command stroke to activate the Command toolbar and then tap the beam icon You can use the Graffiti Command stroke B to beam the current entry ...

Page 180: ...Page 170 Communicating Using Your Handheld ...

Page 181: ...communications Indirect methods include using a modem or using network HotSync technology This chapter describes how to select HotSync options and perform a HotSync operation via infrared communications a modem or a network See Exchanging and updating data HotSync operations in Chapter 5 for information about performing your first and subsequent local HotSync operations Selecting HotSync setup opt...

Page 182: ...ing the USB cradle you do not need to use the settings on the Local tab for a direct HotSync operation Always available Adds HotSync Manager to the Startup folder and constantly monitors the communication port for synchronization requests from your handheld With this option the HotSync Manager synchronizes data even when Palm Desktop software is not running Available only when Palm Desktop softwar...

Page 183: ...ick OK Serial Port Identifies the port that HotSync Manager uses to communicate with the cradle The Palm Desktop installation software automatically detects the port to which you connected the cradle If necessary you can change the port selection Note Your handheld cannot share this port with an internal modem or other device Speed Determines the speed at which data is transferred between your han...

Page 184: ...s 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 startup Activates the serial port monitor automatically each time you start your computer If this option i...

Page 185: ...onnection using Select the method you use to synchronize your handheld and your desktop applications Local Setup Synchronizes while your handheld and HotSync cradle are connected to this Macintosh Modem Setup Synchronizes while your handheld communicates to this Macintosh across a telephone line Both Setups Synchronizes using the HotSync cradle or through the modem HotSync Manager monitors both co...

Page 186: ...your handheld to find and use the fastest speed Port Identifies the port that Palm Desktop software uses to communicate with the HotSync cradle Select the port where you connected the HotSync cradle If you perform IR HotSync operations select Infrared port Modem Setup Enables you to perform HotSync operations across a telephone line To do this you must purchase an optional add on modem accessory f...

Page 187: ...ting faxing or AppleTalk networking 4 Close the HotSync Software Setup window Modem Setup continued Port Identifies the port that Palm Desktop software uses to communicate with the modem Select the USB modem or printer port where you connected the modem cable Modem Speaker Activates the modem s speaker If you are having trouble connecting turn on this option to make sure the modem connected to you...

Page 188: ...izing a particular type of file because you don t use it In addition to the conduits for Date Book Address Book To Do List Memo Pad and Expense Palm Desktop software includes System and Install conduits The System conduit backs up the system information stored on your handheld including Graffiti ShortCuts The Install conduit installs add on applications on your handheld To customize HotSync applic...

Page 189: ...ault settings To use a new setting on an ongoing basis select the Set As Default box Thereafter whatever you selected as the default setting is used when you click the Default button in the Custom dialog 7 Click OK 8 Repeat steps 4 through 7 to change conduit settings for other applications 9 Click Done to activate your settings To customize HotSync application settings on a Macintosh 1 Double cli...

Page 190: ... transfer for an application 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 conduit settings for ...

Page 191: ...eration using the IR port the computer with which you want to synchronize must fulfill these requirements Your computer must support the IrCOMM implementation of the IrDA standards Your computer must have an enabled infrared port that s built into the computer or an enabled infrared device attached to the computer Some desktop computers may require an infrared device attached to a physical COM por...

Page 192: ...lder This will enable you to reinstall them later if needed 6 Copy the four extension files into the Extensions folder in your System Folder 7 Restart your Macintosh Configuring HotSync Manager for infrared communication Next you need to configure HotSync Manager for infrared communication To configure HotSync Manager for infrared communication on a Windows computer 1 Click the HotSync Manager ico...

Page 193: ...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 communicate with the port defined for cradle synchronization To configure HotSync Manager for infrared communication on a Macintosh 1 Double click the HotSync Manager icon in the Palm ...

Page 194: ...n IR HotSync operation it is easy to perform the actual operation To perform an IR HotSync operation 1 In the Applications Launcher tap the HotSync icon 2 Tap Local 3 Tap the pick list below the HotSync icon and select IR to a PC Handheld 4 Position the IR port of your handheld within a couple of inches of the infrared port of your computer 5 Tap the HotSync icon to start the IR HotSync operation ...

Page 195: ...al Serial cradle HotSync operations on a Windows computer 1 If needed connect the cradle to the port of your computer you use for HotSync operations 2 Click the HotSync Manager icon in the Windows system tray 3 Choose Setup and then click Local 4 Select the COM port where your cradle is connected 5 Click OK To return to local serial cradle HotSync operations on a Macintosh 1 If needed connect the ...

Page 196: ...8 for more information Preparing your computer There are a few steps you must perform to prepare your computer for a modem HotSync operation Be sure to perform these steps before you leave your office so that your computer is ready to receive a call from your handheld To prepare your Windows computer for a modem HotSync operation 1 Confirm that the computer modem is connected and turned on and tha...

Page 197: ...s This setting allows Palm Desktop software and your handheld to find and use the fastest speed Modem Identifies the modem type or manufacturer Refer to your modem manual or face plate for its type or settings If you re not sure of your modem type or your modem doesn t match any that appear in the list select Hayes Basic Setup String Identifies the setup string for your particular modem Not all mo...

Page 198: ... Under Check for handheld connection using click Modem Setup 5 Adjust the following options as needed 6 Close the HotSync Software Setup window Modem Identifies the type of modem connected to your Macintosh If your modem does not appear on the list use the Hayes Basic setting or choose Custom to enter a command string Refer to the manual that came with your modem to find the appropriate command st...

Page 199: ...Sync operation 1 Tap the Applications icon 2 Tap the HotSync icon 3 Tap Modem 4 Tap the pick list below the icon and select a modem configuration Note If you need to create a configuration tap the Menu icon and then select Options and Connection Setup See Connection preferences in Chapter 8 for more information 5 Tap the Enter phone field Select a modem configuration Tap here ...

Page 200: ...ng check box to avoid an interruption during the modem HotSync operation 9 If you want to use a calling card to place the call select the check box and enter the calling card number 10 Tap OK Selecting the conduits for a modem HotSync operation The Conduit Setup dialog box on your handheld enables you to define which files and or applications synchronize during a modem HotSync operation You can us...

Page 201: ...pare your computer and your handheld and select your Conduit Setup options you are ready to perform a modem HotSync operation To perform a modem HotSync operation 1 Tap the Applications icon 2 Tap the HotSync icon 3 Tap the Modem icon to dial the Palm Desktop modem and synchronize the applications 4 Wait for the HotSync operation to complete If you have any problems conducting a successful HotSync...

Page 202: ...nning 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 account Everything you need to connect to your company s dial in server network modem is included with ...

Page 203: ...le 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 Modem Sync P...

Page 204: ...CP IP software in Chapter 8 for information on creating a network connection 8 Tap Service and select a service 9 Tap Done 10 Tap the Menu icon 11 Tap Options then tap Conduit Setup Follow the instructions in Selecting the conduits for a modem HotSync operation earlier in this chapter Tap here Tap here ...

Page 205: ...dheld from a separate external file such as a company phone list HotSync Manager stores the data in a separate category on your Palm Desktop software and your handheld You can configure the File Link feature to check for changes to the external file when you perform a HotSync operation With File Link you can import data stored in any of the following formats Comma separated csv Memo Pad archive mp...

Page 206: ...me 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 profile and click OK 6 Repeat steps 3 and 4 for each profile that you want to create and then c...

Page 207: ...le 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 computer 1 Place the new handheld in the cradle 2 Press the HotSync button on the cradle 3 C...

Page 208: ...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 assign a user name to the han...

Page 209: ...ar and numbers Connection Configure cradle modem and infrared communication settings Owner Assign your name phone number and other owner information to your handheld Buttons Assign different applications to the buttons on the front panel of your handheld and the HotSync button on the cradle and reassign the full screen pen stroke command ShortCuts Define a list of Graffiti abbreviations Digitizer ...

Page 210: ...ten use Expense you can assign the To Do List button to start Expense Any changes you make in the Buttons Preferences screen become effective immediately you do not have to change to a different screen or application If you assign a different application to a button you can still access the original application using the Applications Launcher To change the Buttons preferences 1 Tap the pick list n...

Page 211: ...fault the full screen pen stroke activates Graffiti Help To change the Pen preferences 1 Tap Pen 2 Tap the pick list and select one of the following settings for the full screen pen stroke Backlight Turns on the backlight of your handheld Keyboard Opens the onscreen keyboard for entering text characters Graffiti Help Opens a series of screens that show the complete Graffiti character set Drag to t...

Page 212: ...or application To change the HotSync buttons preferences 1 Tap HotSync 2 Tap the pick list next to the button you want to assign 3 Tap the application that you want to assign to each button The default setting for each button is the HotSync setting which means the cradle and optional PalmModem accessories perform their normal HotSync functions 4 Tap OK Turn Off Lock Turns off and locks the handhel...

Page 213: ...ndheld Country default The country default sets date time week start day and number conventions based on geographic regions where you might use your handheld For example in the United Kingdom time often is expressed using a 24 hour clock In the United States on the other hand time is expressed using a 12 hour clock with an AM or PM suffix All your handheld applications use the Country default sett...

Page 214: ...ral preferences The General Preferences screen enables you to set the auto shutoff interval alarm options sounds for your handheld and the Beam Receive feature Auto off delay Your handheld has an automatic shutoff feature 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 h...

Page 215: ...k list and select the sound level 3 Tap the Game Sound pick list and select the sound level Note The Game Sound setting works only with games that are programmed to respond to this setting Older games typically do not respond to this setting Alarm Vibrate and LED 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 ...

Page 216: ...e screen displays a list of available configurations that are ready to be 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 us...

Page 217: ... within your desktop computer to synchronize with your Desktop application To edit the IR to Phone connection 1 Select the IR to Phone connection and tap Edit 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 port of your handheld and the inf...

Page 218: ...on string supplied by the documentation for the modem attached to your mobile phone if necessary 5 Tap OK and then tap OK again to save the configuration After you create the configuration you need to set up the HotSync Manager of your Desktop application and the HotSync application of your handheld to perform a modem HotSync operation Tap here ...

Page 219: ...onnection 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 connection with your ISP or dial in server You can do this either by using menu commands fro...

Page 220: ...Tap the User Name field 2 Enter your user name Note Most dial in servers do not accept spaces in the user name Entering a password The Password box identifies the password you use to log into your server or ISP Your entry in this field determines whether your handheld prompts you to enter a password each time you log into your network If you do not enter a password your handheld displays the word ...

Page 221: ...e to log into your server 3 Tap OK Note 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 connect to your Internet Service Provider or a dial in server See Connection preferences earlier in this chapter for information about creating and configuring connection settings To select a connection 1 Tap the C...

Page 222: ...ecause MCI works differently MCI customers need to put the calling card number in the Phone field and the phone number in the Use calling card field To enter your server phone number 1 Tap the Phone field 2 Enter the phone number for your ISP or dial in server 3 If 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 th...

Page 223: ...ial in server To disable Call Waiting 1 Tap the Disable call waiting check box to select it 2 Enter the code to disable Call Waiting on the Disable call waiting line Note Each telephone company assigns a code to disable Call Waiting Contact your local telephone company for the code that is appropriate for you 3 Tap OK Enter your prefix here Select this box if you need to use a prefix Enter your di...

Page 224: ...ree commas before your calling card number to compensate for the cue delay 3 Tap OK Connecting to your service After you set your Connection and Network Preferences establishing a connection to your Internet Service Provider ISP or your company s network dial in server is easy Note If you are connecting to an ISP you need a third party application such as a web browser or news reader to take advan...

Page 225: ... duplicate an existing service template 1 Tap the Service pick list 2 Tap the predefined service template you want to duplicate 3 Tap the Menu icon 4 Tap Service and then tap Duplicate A copy of the service template is added to the Service pick list Adding detailed information to a service template If you are using one of the predefined service templates you probably only need to enter your user n...

Page 226: ...SP or dial in server when you switch out of a TCP IP application To set the Idle timeout 1 Tap the Idle timeout pick list and select one of the following options 2 Tap OK PPP Point to Point protocol SLIP Serial Line Internet Protocol CSLIP Compressed Serial Line Internet Protocol 1 minute Waits one minute for you to open another application before it drops the connection 2 minutes Waits two minute...

Page 227: ...you are not sure leave the DNS field blank To enter a primary and secondary DNS 1 Tap the Query DNS check box to deselect it 2 Tap the space to the left of the first period in the Primary DNS field and then enter the first section of the IP address Note Each section must be a number from 0 to 255 3 Repeat step 2 for the second third and last sections of the Primary DNS field 4 Repeat steps 2 and 3...

Page 228: ...Provider ISP A login script is associated with a specific service template created in Network Preferences A login script is something that you are likely to receive from your IS System Administrator if your company has a system in 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 distrib...

Page 229: ...mands from the Command pick list in the Login Script dialog Some commands such as Send require you to supply additional information Those commands have a parameter field so that you can add the necessary data To create a login script 1 Tap Script 2 Tap the End pick list 3 Tap the command you want from the Command list If the command requires additional information a field appears to the right of i...

Page 230: ... connecting Send CR Transmits a carriage return or LF character to the TCP IP server to which you are connecting Send User ID Transmits the User ID information entered in the User ID field of the Network Preferences screen Send Password Transmits the password entered in the Password field of the Network Preferences screen If you did not enter a password this command prompts you to enter one The Pa...

Page 231: ...elopment environment that supports Palm OS software such as Metrowerks CodeWarrior for Palm Platform For additional information on creating plug in applications send e mail to Palm Developer Support at devsupp palm com Deleting a service template There is only one way to delete a service template use the Delete command from the Service menu To delete a service template 1 Tap the Service pick list ...

Page 232: ...n to find out why you cannot connect to your ISP or dial in server take a look at the Network Log The Network Log lists all of the communication that occurs between your modem and your dial in server during the login procedure The information in the Network Log can help your ISP or your System Administrator pinpoint where the login procedure communication fails and why To view the Network Log 1 Ta...

Page 233: ...e Owner Preferences screen If you enter more text than can fit on one screen a scroll bar automatically appears on the right side of the screen If you assign a password with the Security application the information in the Owner Preferences screen cannot be changed In this case an Unlock button appears at the bottom of the screen To unlock the Owner Preferences screen 1 Tap Unlock 2 Enter the passw...

Page 234: ... 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 Tap OK Tip To use a ShortCut draw the ShortCut strok...

Page 235: ...y time To edit a ShortCut 1 Tap the ShortCut you want to edit 2 Tap Edit 3 Make the changes you want and tap OK Deleting a ShortCut If you no longer need a ShortCut you can delete it from the list of ShortCuts To delete a ShortCut 1 Tap the ShortCut you want to delete 2 Tap Delete 3 Tap Yes ...

Page 236: ...Page 226 Setting Preferences for Your Handheld ...

Page 237: ...t waterproof and should not be exposed to rain or moisture Under extreme conditions water may enter the circuitry through the front panel buttons In general treat your handheld as you would a pocket calculator or other small electronic instrument Take care not to drop your handheld or subject it to any strong impact Do not carry your handheld in your back pocket if you sit on it you may damage it ...

Page 238: ...m a HotSync operation to back up your data then leave your handheld in the cradle to recharge the unit This helps prevent accidental data loss If the battery drains to the point where your handheld does not operate it stores your data safely for about a week In this case there is enough residual energy in the battery to store the data but not enough to turn on your handheld If your handheld does n...

Page 239: ... over again All records and entries stored in your handheld are retained with a soft reset After a soft reset the Welcome screen appears followed by the Date and Time Preferences screen to set date and time To perform a soft reset Use the reset tip tool or the tip of an unfolded paper clip or similar object without a sharp tip to gently press the reset button inside the hole on the back panel of y...

Page 240: ...Palm logo to appear then release the power button 4 When a message appears on the handheld screen warning that you are about to erase all the data stored on your handheld do one of the following Press the upper half of the scroll button on the front panel of the handheld to complete the hard reset and display the Digitizer screen Press any other button to perform a soft reset Note With a hard rese...

Page 241: ...next HotSync operation Thereafter the HotSync Actions revert to their default settings To use a new setting on an ongoing basis select the Set As Default box Thereafter whatever you selected as the default setting is used when you click the Default button in the Custom dialog 7 Click OK 8 Repeat steps 4 through 7 to change conduit settings for other applications 9 Click Done to activate your setti...

Page 242: ...uit 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...

Page 243: ...esktop software for the Macintosh User s Guide located in the Documentation folder on your installation CD The Palm Support Assistant knowledgebase accessible at http www palm com under the Support section The most recent Palm m500 Series handheld HelpNotes on your regional web site If you are still having problems contact Technical Support For US and International telephone numbers see the Worldw...

Page 244: ...e on your computer 2 Press CTRL ALT DELETE and end all tasks except Systray and Explorer Note If a dialog with buttons appears instead of a list of tasks click the Task List button and then end all tasks except Systray and Explorer 3 Make sure your computer has at least 30 MB of disk space available 4 Delete all temporary files 5 Run ScanDisk on your computer 6 Reinstall Palm Desktop software I ca...

Page 245: ...ton for a few seconds If this doesn t work hold the down scroll button for a few seconds If your handheld was exposed to cold make sure it is at room temperature Recharge the unit Perform a soft reset If your handheld still doesn t turn on perform a hard reset See Resetting your handheld in Appendix A Important With a hard reset all records and entries stored in your handheld are erased Never perf...

Page 246: ... memory See Removing applications in Chapter 3 My handheld keeps turning itself off Your handheld is designed to turn itself off after a period of inactivity This period can be set at one two or three minutes Check the Auto off setting See General preferences in Chapter 8 My handheld is not making any sounds Check the System Alarm and Game Sound settings See General preferences in Chapter 8 My han...

Page 247: ... recognize handwriting input with the stylus you need to use Graffiti writing See Using Graffiti writing to enter data in Chapter 2 Make the Graffiti character strokes in the Graffiti writing area not on the display part of the screen Write Graffiti strokes for letters in the left hand side and the strokes for numbers in the right hand side of the Graffiti writing area Make sure that Graffiti is n...

Page 248: ...mos in the list screen check the Memo Preferences setting Make sure that Sort by is set to Manual If you choose to view your memos alphabetically on Palm Desktop software and then perform a HotSync operation the memos on your handheld still appear in the order defined in the Memo Preferences setting In other words the sort settings you use with Palm Desktop software are not transferred to your han...

Page 249: ...nu If you are using the serial cradle make sure you selected the correct serial port on the Local tab in the Setup dialog It should be set to the port where you connected the HotSync cradle On a Macintosh try these steps Make sure HotSync Manager is enabled If it is not double click the HotSync Manager icon in the Palm folder and enable HotSync Manager on the HotSync Controls tab If you are using ...

Page 250: ... is selected I cannot launch the HotSync Manager If you are using the optional serial cradle or if you are performing a HotSync operation using a modem make sure you are not running another program such as America Online CompuServe or WinFax that uses the serial port you selected in the Setup dialog box Backup the Palm Desktop software uninstall it then reinstall it I tried to do a local HotSync o...

Page 251: ...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 CompuServe or WinFax that uses the serial port you selected in the Setup dialog box On a Macintosh try each step in turn Make sure HotSync Manager is enabled on the HotSync Controls tab in the HotSync Software Setup window...

Page 252: ... to the outgoing phone line Make sure the modem you are using with your handheld has an on off switch Your handheld cannot wake up a modem that has an auto off feature Make sure the modem is connected properly to your computer and is connected to the incoming phone line On a Windows computer check the following Make sure Modem is checked in the HotSync Manager menu Confirm that the Setup String in...

Page 253: ...gs tab Most modems have a setup string that causes them to send initial connection sounds to a speaker You can turn on the Modem Speaker option and use these sounds to check the modem connection Make sure you are not running another program such as America Online fax or telephony software or AppleTalk networking that uses the serial port you selected in the Serial Port Settings tab Make sure your ...

Page 254: ...t to the simulated port for infrared communication See IR HotSync operations in Chapter 7 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 HotSync Software Setup window and be sure HotSync Manager is enabled and that the Local Setup Port is set to Infrared Port See IR HotSync operations i...

Page 255: ...dheld on Palm Desktop software check to see you have the correct user name selected for viewing data On a Windows computer click the HotSync Manager and choose Custom Check that all conduits are set to synchronize files On a Macintosh double click the HotSync Manager icon From the HotSync menu choose Conduit Settings Select your user name from the User pop up menu and check that the correct condui...

Page 256: ...t beam data to another Palm OS handheld Confirm that your handheld and the other Palm OS handheld are between ten centimeters approximately 4 and one meter approximately 39 apart and that the path between the two handhelds is clear of obstacles Beaming distance to other Palm OS handhelds may be different Move your handheld closer to the receiving handheld When someone beams data to my handheld I g...

Page 257: ...mber 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 entries 1 Us...

Page 258: ...e memory To find version and memory information 1 Tap the Applications icon 2 Tap the Menu icon 3 Tap App and then tap Info Note Thousands of third party add on applications have been written for the Palm OS handhelds Unfortunately we are not able to support such a large number of third party applications If you are having a problem with a third party application please contact the developer or pu...

Page 259: ...spreadsheet Each Expense item stored in your handheld represents a group of related data You can associate the following data with an expense item Category Payment Currency Date Vendor Expense Type City Amount Attendees Payment Method Note When you perform a HotSync operation between your handheld and Palm Desktop software on your computer the Expense data is stored on your computer in a file name...

Page 260: ...ke any changes that you want to the names or other information in the sample template Important Do not insert rows or columns in the sample template Doing so changes the way your Expense data maps to the template and causes errors If you want to move the cells to a different location or add or delete rows or columns you have to make changes to the Maptable xls file Note You can insert your own com...

Page 261: ... appendix before making changes to the Maptable xls file Determining the layout of the Expense Report This section describes the layout considerations for the Expense Report and explains the terms used for creating the report Labels There are two kinds of labels that you need to define for your report day date and expense type Each kind of label can be either Fixed or Variable A Fixed label means ...

Page 262: ...s for prepaid company paid expenses you need to create an additional line in the mapping table for prepaid This will count as an additional section in the mapping table The only data that differs in the prepaid section from the non prepaid section is the row column numbers for the expense type Analyzing your custom Expense Report If you already have a custom Excel expense report you can use it wit...

Page 263: ... the file name so it has the file extension xlt which defines it as a Microsoft Excel template Make a note of the exact file name so it can be defined in the mapping table file Programming the mapping table Once you have analyzed the components of your custom Expense Report you can program the mapping table to fill the report with data from the handheld To program a new custom mapping table 1 Open...

Page 264: ...ame the table In the cell immediately to the right of the cell entitled Template Name enter the exact file name of your custom Expense Report template 8 Define the number of Sections Each row in a table defines how your handheld data will be placed in a Section of your custom Expense Report Note that the prepaid portion of a section has its own row and counts as a separate section for map table pu...

Page 265: ...place an x in the appropriate cell When you do this you also define whether the label is Fixed or Variable You can place only one x in the Column section columns 6 9 10 Define the dimensions of the Section The dimensions of the Section appear in the green columns 10 13 11 Define the Dates and Intervals The dates and intervals between of Rows Represents the total number of rows in the Section exclu...

Page 266: ... Section is in list format This setting appears in the light purple columns 18 19 If the Section will present the data in a list format enter the word yes Otherwise enter the word no The following diagram shows data presented in a list format Only if your section is in list format In the Expense Type cell enter the number of the row or column where the expense description will be placed Expense am...

Page 267: ...e Report 17 Map Expense Report Options dialog magenta section The Expense Report Options dialog has five fields where you can fill in data for the header on your expense report Use this section to specify the row and column on your template where this information will be mapped Because header data is not related to any particular Section you have to fill in only one row If the item does not appear...

Page 268: ...dsheet application Trips Shows the number of Expense application categories and lists each one followed by an end statement Currency Shows how many currencies were used for the Expense data and lists the countries that correspond to that currency Trip Shows the number of expenses by category and lists the expenses for each category Expenses Shows the total number of expenses and lists them chronol...

Page 269: ...is translated to a single byte value between 1 and 26 If char is any other value then the character sequence is not subject to any special processing For example the string Joe M transmits Joe followed by a carriage return Carriage return and line feed You may include carriage return and line feed commands as part of the login script when entered in the following format cr Sends or receives a carr...

Page 270: ...Page 260 Non ASCII Characters for Login Scripts Examples Includes a caret as part of the string Includes a as part of the string Includes a backslash as part of the string ...

Page 271: ... harmful interference to radio or television reception which can be determined by turning the equipment off and on the user is encouraged to try to correct the interference by one or more of the following measures Reorient or relocate the receiving antenna Increase the separation between the equipment and receiver Connect the equipment into an outlet on a circuit different from that to which the r...

Page 272: ... interference Install and use the equipment according to the instruction manual Battery Warning Do not mutilate puncture or dispose of batteries in fire The batteries can burst or ex plode releasing hazardous chemicals Discard used batteries according to the manufac turer s instructions and in accordance with your local regulations Varning Eksplosionsfara vid felaktigt batteribyte Använd samma bat...

Page 273: ...batteri Benytt samme batteritype eller en tils varende type anbefait av apparatfabrikanten Brukte batterier kasseres i henhold til fab rikantens instruksjoner Waarschuwing Bij dit produkt zijn batterijen geleverd Wanneer deze leeg zijn moet u ze niet weggoo ien maar inleveren als KCA Uwaga ...

Page 274: ...Page 264 Product Regulatory Information ...

Page 275: ...36 vibrate setting 205 Alphabet Graffiti writing 31 onscreen keyboard 16 22 Application buttons 6 17 68 69 70 71 200 Applications Address Book 68 beaming 167 168 Calculator 71 categories 43 44 Clock 72 Date Book 67 Expense 72 font style 96 installing 46 50 Launcher 17 18 43 45 Memo Pad 71 Note Pad 70 opening 18 plug in 221 preferences for 45 removing 50 security 52 size in kilobytes 248 To Do List...

Page 276: ...omma delimited files importing data from 39 Command buttons 17 equivalents Graffiti writing 20 toolbar 20 Command stroke 20 89 150 169 Compressing Day view 110 Computer keyboard entering data with 24 Conduits for connecting to PIMs 14 for modem HotSync operations 190 for synchronizing applications 240 178 179 231 232 for synchronizing applications Macintosh 179 180 Confirming e mail 154 Conflictin...

Page 277: ...verview 67 private records 94 purging records 76 77 repeating events 76 103 105 scheduling events 97 101 selecting dates 99 start time for Day view 111 Sunday or Monday to start week 204 switching views 105 untimed events 97 100 Week view 105 204 238 Dates Expense item 133 showing in Mail list 158 To Do List record due 119 Day displaying in Clock 132 Day Date Book view 97 110 DBA Date Book archive...

Page 278: ...change 144 Exchanging data See HotSync Exclamation marks in To Do List 121 Expansion adding hardware 9 59 using cards 59 65 Expansion Card applications 60 copying applications 61 deleting applications 62 formatting 64 inserting 59 removing 60 renaming 64 Expense adding Address Book data to records 89 90 categorizing records 83 conduit for synchronizing 178 creating records 73 132 currency 134 135 ...

Page 279: ...tSync buttons preferences 202 conduits for synchronizing applications 178 179 231 232 conduits for synchronizing applications Macintosh 179 180 customizing 178 179 defined 77 first time operation 78 82 196 198 for managing desktop E Mail 145 146 HotSync Manager 77 IR operation 181 185 linking to external files 195 local operation 78 172 240 241 242 local operation on Macintosh 81 modem operation 1...

Page 280: ...ing the handheld with a password 54 56 202 223 Login scripts 218 221 259 Looking up Address Book data to add to other records 88 89 scrolling in Address list 86 to add to e mail addresses 150 151 Lost handheld contact for 113 records 238 Lotus 1 2 3 for expense reports 257 cc Mail 144 Organizer importing data from 39 M Macintosh 218 Mail adding Address Book data to records 88 89 address lookup 150...

Page 281: ...Network Preferences 221 To Do List 121 Microsoft Excel transferring Expense data to 137 141 Exchange 144 Outlook connecting to 14 240 MMC card 3 See also Expansion Card Modem HotSync operations via 186 191 242 244 initialization string 208 Monday to start week 204 Month Date Book view 107 110 Moving the cursor Graffiti writing 36 MPA Memo Pad archive file 39 MultiMedia Card 3 See also Expansion Ca...

Page 282: ...pes 113 Phone preferences 199 Phone settings for ISP or dial in server 212 214 Pick lists 17 PIM personal information manager using HotSync Manager with 51 using with handheld 14 See also Desktop software Plug in applications 221 Ports IR on handheld 181 Power button 5 PPP 215 PRC application file extension 46 221 Preferences 25 Buttons 200 choosing 45 Connection 209 cradle setting 204 Date and Ti...

Page 283: ...epeating events deleting from Date Book 76 scheduling 103 Replying to e mail 149 Rescheduling events 101 Resetting handheld hard reset 230 235 location of reset button 8 229 soft reset 229 Restoring data Macintosh 232 Retrieving e mail See Filters for e mail S Saving data 43 73 76 draft e mail 155 Scheduling events 97 101 Screen backlight 5 blank 235 calibrating 15 203 caring for 227 touching with...

Page 284: ...apping 15 237 TCP IP 209 222 TDA To Do List archive file 39 Technical Support 233 248 Templates for expense reports 139 Text copying 75 cutting 75 entry See Entering data files importing data from 39 40 fonts for 95 selecting all 75 Thousands separator 204 Time alarm setting 101 format 204 setting current 26 setting event 97 start and end for Date Book Day view 111 Tips online 21 To Do List adding...

Page 285: ...connector 9 59 206 Unresponsive handheld 236 Unsent e mail editing 154 Untimed events 97 100 101 102 Updating data See HotSync User name for ISP 210 identifying handheld 223 User profiles 196 V VCal 39 VCard 39 Vendor for Expense item 135 Vibrate alarm 205 W Web Clipping preferences 200 Web sites 14 Week Date Book view 105 107 204 238 Writing area 6 Writing See Entering data X XLT Expense report t...

Page 286: ...Page 276 Index ...

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