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Palm PalmTM ZireTM Handheld, Handbook

The Palm PalmTM ZireTM Handheld brings convenience to your fingertips. With its sleek design and user-friendly interface, this compact device ensures seamless organization of your life. Explore its features and functionalities through our comprehensive Handbook. Easily accessible for download from our website, where you'll find your free manual.

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Contents

viii

General preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  148

Auto-off delay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  149
On while charging settings  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  149
System, alarm, and game sounds   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  150
Beam Receive   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  150

Network preferences and TCP/IP software  . . . . . . . . . . . . . . . . . . . . . . . . . . .  150

Selecting a service   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  151
Entering a username   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  151
Entering a password   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  152
Selecting a connection  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  152
Adding telephone settings  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  153
Connecting to your service  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  155
Creating additional service templates   . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  156
Adding detailed information to a service template   . . . . . . . . . . . . . . . . . .  157
Login scripts  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  159
Creating a login script on your handheld   . . . . . . . . . . . . . . . . . . . . . . . . . .  160
Deleting a service template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  161
Network preferences menu commands  . . . . . . . . . . . . . . . . . . . . . . . . . . . .  162
TCP/IP troubleshooting  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  162

Owner preferences   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  163
ShortCuts preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  164

Creating a ShortCut  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  164
Editing a ShortCut  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  165
Deleting a ShortCut  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  165

Appendix A: Maintaining Your Handheld   . . . . . . . . . . . . . . . . . . . . . . . . .  167

Caring for your handheld   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  167
Battery considerations   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  168
Resetting your handheld   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  168

Performing a soft reset   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  168
Performing a hard reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  169

Appendix B: Frequently Asked Questions  . . . . . . . . . . . . . . . . . . . . . . . . .  173

Software installation problems  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  174
Operating problems   . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  175
Tapping and writing problems  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  176
Application problems  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  177
HotSync problems  . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  178
Beaming problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .  182

Summary of Contents for PalmTM ZireTM Handheld

Page 1: ...Handbook for Palm Zire Handheld ...

Page 2: ...s by third parties which may arise through the use of this software Palm Inc assumes no responsibility for any damage or loss caused by deletion of data as a result of malfunction dead battery or repairs Be sure to make backup copies of all important data on other media to protect against data loss IMPORTANT Please read the End User Software License Agreement with this product before using the acc...

Page 3: ...0 Locating front panel controls 10 Locating back panel components 11 Locating top components 12 Using the protective flip cover 12 Using your handheld with a PIM 13 Elements of the handheld interface 13 Displaying online tips 15 Tapping and typing 15 Entering data 16 Onscreen keyboard 16 Graffiti writing 17 Note Pad 18 Using Palm Desktop software 18 Importing data 19 Customizing your handheld 19 C...

Page 4: ...er keyboard 34 Importing data 34 Importing data from a Windows computer 34 Importing data from a Mac 35 Chapter 4 Working with Applications 37 Opening applications 37 Switching between applications 38 Categorizing applications 38 Changing the Applications Launcher display 39 Using menus 40 Choosing application preferences 42 Common tasks 43 Creating records 43 Editing records 43 Deleting records 4...

Page 5: ... 70 Calculator menu 71 Options menus 71 Chapter 7 Using Clock 73 Viewing the time 73 Setting an alarm 74 Clock menus 75 Options menu 75 Chapter 8 Using Date Book 77 Scheduling an event 78 Rescheduling an event 81 Setting an alarm for an event 82 Setting an alarm for an untimed event 83 Scheduling repeating or continuous events 83 Changing repeating or continuous events 84 Considerations for repeat...

Page 6: ...ecord menu 97 Options menu 98 Chapter 10 Using Memo Pad 99 Creating memos 99 Reviewing memos 100 Memo Pad menus 101 Record menus 101 Options menus 101 Chapter 11 Using Note Pad 103 Creating a note 103 Reviewing notes 104 Clearing a note 105 Setting an alarm for a note 105 Note Pad menus 106 Record menus 107 Options menus 107 Chapter 12 Using Security 109 Assigning a password 109 Changing or deleti...

Page 7: ...c Manager for infrared communication 133 Performing an IR HotSync operation 134 Remote HotSync operations 135 Preparing your computer 135 Preparing your handheld 137 Selecting the conduits for a remote HotSync operation 138 Performing a remote HotSync operation 138 Returning to cable HotSync operations 139 Using File Link 139 Creating a user profile 140 Performing the first HotSync operation with ...

Page 8: ...pts 159 Creating a login script on your handheld 160 Deleting a service template 161 Network preferences menu commands 162 TCP IP troubleshooting 162 Owner preferences 163 ShortCuts preferences 164 Creating a ShortCut 164 Editing a ShortCut 165 Deleting a ShortCut 165 Appendix A Maintaining Your Handheld 167 Caring for your handheld 167 Battery considerations 168 Resetting your handheld 168 Perfor...

Page 9: ...rd problems 182 Technical support 183 Appendix C Non ASCII Characters for Login Scripts 185 Use of char 185 Carriage return and line feed 185 Literal characters 186 Product Regulatory and Safety Information 187 Index 189 ...

Page 10: ...Contents x ...

Page 11: ...t walks you through Identifying your handheld s features Viewing and entering data 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 also as a source of information if ...

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

Page 13: ...are upgrading from another Palm OS handheld see Upgrading from another Palm OS handheld later in this chapter Step 1 Charge your handheld Plug the power adapter into an electric outlet and connect the adapter to your handheld Charge the handheld for three hours Then connect it to the power adapter for a few minutes each day to recharge the battery to full capacity See Battery considerations in App...

Page 14: ...er button Remove the stylus and use it to complete Setup on your handheld Step 3 Connect the HotSync cable Connect the HotSync cable to your handheld and your computer To connect the HotSync cable 1 Plug the USB connector on the cable into a USB port on your computer 2 Plug the other end into the connector on the handheld ...

Page 15: ...top software on the enclosed CD ROM your computer system must meet the following requirements Minimum requirements Windows Windows 98 Me 2000 Professional XP Home XP Professional 50MB available hard disk space VGA monitor or better the Quick Tour requires video resolution of 800x600 and 256 color video display for best results use High Color 16 bit Windows If the CD does not start automatically do...

Page 16: ...rm a HotSync operation using your old handheld and cradle cable This ensures all data on your handheld is on your desktop computer 2 Optional You may want to create a copy of your old Palm Desktop software folder and its contents before installing your new Palm Desktop software For information on how to do this see www palm com support 3 Follow the directions earlier in this chapter to set up your...

Page 17: ...u in Palm Desktop software and choose Quick Tour The online help for Palm Desktop software To access the online help go to the Help menu in Palm Desktop software The electronic Palm Desktop software for the Macintosh User s Guide To access this guide open the Palm folder and then open the Documentation folder Double click the file Handbook pdf For more information about using your handheld see the...

Page 18: ...Chapter 1 Setting Up Your Handheld 8 ...

Page 19: ...ses 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 Keep track of expenses using Expense Set alarms from Clock Date Book and Note Pad to keep yourself on schedule and remind yourself of appointments and notes Synchronize your data with Palm Desktop software on your Windows or Mac computer to keep your da...

Page 20: ...nformation below the viewing area and pressing the upper button scrolls up to view information above the viewing area When your handheld is off pressing the upper button displays the time Graffiti writing area The area where you write letters and numbers using the Graffiti alphabet See Chapter 3 to learn how to write Graffiti characters Power button Turns your handheld on or off If your handheld i...

Page 21: ... open an application TIP See Buttons preferences in Chapter 15 for details on reassigning these buttons to activate any application on your handheld Stylus Serves as a pointing and writing device for navigating through applications and entering data on your handheld To use the stylus slide it out of the storage slot and hold it as you would a pen or pencil Reset button Under normal use you should ...

Page 22: ... IR port Uses infrared technology to transmit data to and receive data from other Palm OS handhelds and to perform HotSync operations See Beaming data in Chapter 3 and see IR HotSync operations in Chapter 14 for more information USB connector Connects your handheld to the cable which connects to the USB port of your computer This allows you to update the information between your handheld and compu...

Page 23: ...onnection 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 software CD ROM Windows only For information on the availability of conduit software for the PIM you use contact the vendor of your PIM or visit the...

Page 24: ...If a check box is checked tapping it removes the check mark Command buttons Tap a button to perform a command Command buttons appear in dialog boxes and at the bottom of application screens Next previous arrows Tap the left and right arrows to display the previous and next record tap the up and down arrows to display the previous and next page of information Pick list Tap the arrow to display a li...

Page 25: ... first time you start your handheld setup instructions appear on the screen These instructions include a calibration screen Calibration aligns the internal circuitry of your handheld with its touch sensitive screen so that when you tap an element on the screen the handheld can detect exactly which task you want to perform IMPORTANT Always use the point of the stylus for tapping or making strokes o...

Page 26: ...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 Beaming data from another device that has an infrared port See Beaming data in Chapter 3 for details Onscreen keyboard When you create or edit a record in an application such as Address Book you...

Page 27: ...sktop software CD ROM includes Giraffe a game you can use to practice Graffiti writing See Installing and removing applications in Chapter 4 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 Home icon 2 Tap the Memo Pad icon 3 Tap New Backspace...

Page 28: ...ropriate application or throw them away by deleting them See Using Note Pad in Chapter 11 for more information Using Palm Desktop software If you have new records you want to add to your handheld and prefer to use the computer keyboard rather than Graffiti writing or the onscreen keyboard enter the data in Palm Desktop software or the PIM you have installed to use with your handheld For details on...

Page 29: ...nually See Importing data in Chapter 3 for more information Customizing your handheld You can customize your handheld by using the Preferences application You can enter personal information such as your name and address change the time date and time zone view different date and time formats when you travel turn off sounds and configure your handheld to work with a modem See Chapter 15 for details ...

Page 30: ...t the current year 3 Tap a month 4 Tap the current date To set the time 1 Tap the Set Time box 2 Tap the up or down arrows to change the hour 3 Tap each number of the minute and then tap the arrows to change them 4 Tap OK Tap to set date Tap arrows to select year Tap to select month Tap to select date ...

Page 31: ... 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 If you live in a place where Daylight Saving time applies set this option to On in the Spring and Off in the Fall ...

Page 32: ...Chapter 2 Exploring Your Handheld 22 ...

Page 33: ...en keyboard anytime you need to enter text or numbers on your handheld To use the onscreen keyboard 1 Open any application such as Address Book 2 Tap any record or tap New 3 Tap ABC to open the alphabetic keyboard or tap 123 to open the numeric keyboard 4 Tap the characters to enter text and numbers NOTE The onscreen keyboard also includes a dialog box for international characters You can switch a...

Page 34: ...shape exactly as shown in the tables later in this chapter like the shapes shown in the following diagram you achieve 100 accuracy The heavy dot on each shape shows where to begin the stroke Certain characters have similar shapes but different beginning and end points Always begin the stroke at the heavy dot you should not create the heavy dot it is only there to show you where to begin the stroke...

Page 35: ...tables 5 Lift the stylus from the screen at the end of the stroke shape That s all there is to it When you lift the stylus from the screen your handheld recognizes your stroke immediately and prints the letter at the insertion point on the screen As soon as you lift the stylus from the screen you can begin the stroke for the next character you want to write IMPORTANT You must begin the character s...

Page 36: ...nerate recognition errors Do not write on a slant Vertical strokes should be parallel to the sides of the Graffiti writing area Press firmly The Graffiti alphabet Letter Strokes Letter Strokes A N B O C P D Q E R F S G T H U I V J W K X L Y M Z Space Back Space Carriage Return Period tap twice ...

Page 37: ... capital letter Use the Caps Shift stroke TIP When Caps Shift is active an up arrow symbol appears in the lower right corner of the handheld screen If you accidentally activate Caps Shift backspace will cancel it To enter only capital letters Caps Lock Use the Caps Lock stroke TIP When Caps Lock is active an underlined up arrow symbol appears in the lower right corner of the handheld screen To ret...

Page 38: ... make this tap you activate Punctuation Shift and a dot appears to show it is active The next stroke you make with the stylus creates a punctuation mark NOTE When Punctuation Shift is active you can make a symbol stroke anywhere in the Graffiti writing area the letters or numbers side Number Strokes Number Strokes 0 5 1 6 2 7 3 8 4 9 Symbol Stroke Symbol Stroke Period Dash Comma Left Paren Apostro...

Page 39: ...ive a slanted shift symbol appears in the lower right corner of the screen The next stroke that you make creates the symbol or extended character Writing accented characters To create accented characters draw the stroke normally used to create the letter followed by an accent stroke Graffiti writing then adds the accent to the letter For example the following diagram shows the strokes required to ...

Page 40: ...haracter symbols Graffiti writing includes special strokes that you can use to navigate within text or fields in your applications Graffiti ShortCuts Graffiti ShortCuts make entering commonly used words or phrases quick and easy ShortCuts are similar to the Glossary or Autotext features of some word processors Graffiti writing comes with several predefined ShortCuts and you can also create your ow...

Page 41: ... Using Note Pad In addition to using the onscreen keyboard and Graffiti characters you can enter data on your handheld using the Note Pad application When you use Note Pad you write quick notes directly on the handheld screen in your own handwriting Later you can enter this information into another application or delete it See Using Note Pad in Chapter 11 for more information and instructions To u...

Page 42: ...st Note Pad or Memo Pad A special Address Book record that you designate as your business card containing information you want to exchange with business contacts An application installed in memory NOTE You can also perform HotSync operations using the IR port See IR HotSync operations in Chapter 14 for more details To select a business card 1 Create an Address Book record that contains the informa...

Page 43: ...the application you want to transfer NOTE Some applications are copy protected and cannot be beamed These are listed with a lock icon next to them 5 Tap Beam 6 When the Beam Status dialog box appears point the IR port directly at the IR port of the receiving device 7 Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your handheld To receiv...

Page 44: ...User s Guide on the Palm Desktop software CD ROM Importing data If you have data stored in computer applications such as spreadsheets and databases or if you want to import data from another handheld you can transfer the data to your handheld without having to key it in manually Save the data in one of the file formats listed below import it into Palm Desktop software and then perform a HotSync op...

Page 45: ...ta 7 To import data into the correct Palm Desktop fields drag fields in the left hand column so that they are opposite the corresponding imported field on the right 8 If you do not want to import a field deselect the check box for that field 9 Click OK The imported data is highlighted in the application 10 To add the imported data to your handheld perform a HotSync operation See Palm Desktop onlin...

Page 46: ...are 2 From the File menu select Import 3 Select the file you want to import 4 Click Import 5 If you want to change the order of the fields you re importing point to a field wait for the cursor to change to a double arrow and then drag the field to a new location 6 If you do not want to import a field click the arrow between the field names 7 From the Fields pop up menu select the appropriate field...

Page 47: ... in related groups Opening applications Tapping the Home icon opens the Applications Launcher which allows you to open any application installed on your handheld You can also open Date Book and Address Book with the application buttons on the front panel of your handheld In addition to providing a way for you to open applications the Applications Launcher displays the current time battery level an...

Page 48: ...etter Switching between applications When working in any application tap the Home icon or press an application button on the front panel of your handheld to switch to another application Your handheld automatically saves your work in the current application and displays it when you return to that application Categorizing applications The category feature enables you to manage the number of applica...

Page 49: ...con 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 applications You can also choose to view the same category of applications eac...

Page 50: ...ome icon 2 Tap the Menu icon 3 Tap Options and then tap Preferences 4 Tap the Remember Last Category check box to select it 5 Tap OK Using menus Menus on your handheld are easy to use Once you have mastered them in one application you can use them the same way in all other applications The menus of each application are illustrated in the chapter on that application ...

Page 51: ...s the command you want to use The menus and menu commands that are available depend on the application that is currently open Also the menus and menu commands vary depending on which part of the application you re currently using For example in Memo Pad the menus are different for the Memo list screen and the Memo screen Graffiti menu commands Most menu commands have an equivalent Graffiti Command...

Page 52: ...er for an appropriate command in the Graffiti writing area For example to choose Select All in the Edit menu draw the Command stroke followed by the letter s NOTE Command mode is only active for a short time so you must tap an icon or write the command letter immediately to choose the menu command Choosing application preferences You can set options that affect an entire application in the applica...

Page 53: ...d end times for your appointment and tap OK 4 Enter text for the record 5 Optional To select attributes for the record In Date Book Address Book To Do List and Memo Pad tap Details In Note Pad tap the Menu icon and then tap Options and Details 6 In Address Book Note Pad and Memo Pad only Tap Done There s no need to save the record because your handheld saves it automatically Editing records After ...

Page 54: ...y using backspace When the drawing area is selected in Note Pad Undo erases the last line drawn Clear Note Erases the drawing from a note in Note Pad Clear Note appears in the Edit menu only when the drawing area is selected Cut Removes the selected text and stores it temporarily in the memory of your handheld You can paste the text you cut into another area of the current application or into a di...

Page 55: ...ext time you perform a HotSync operation Other ways to delete records You can also delete records in the following ways In Date Book Address Book To Do List and Memo Pad open the Details dialog box for the record tap Delete and then tap OK In Note Pad open the note you want to delete and then tap Delete Delete the text of the record NOTE In Date Book you can choose to delete the text of the curren...

Page 56: ...ive file on your desktop the next time you perform a HotSync operation NOTE Purging does not happen automatically You must tap the command to make it happen Categorizing records Categorize records in Address Book To Do List Note Pad Memo Pad and Expense so that they are grouped logically and are easy to review You can also categorize applications See Categorizing applications in Chapter 4 for more...

Page 57: ...ries are available To move a record into a category 1 Select the record you want to categorize 2 In Address Book only Tap Edit In Note Pad only Tap the Menu icon and then tap Options 3 Tap Details 4 Tap the Category pick list to display the list of available categories 5 Select the category for the record 6 Tap OK NOTE In Address Book Note Pad and Memo Pad you can tap the category name in the uppe...

Page 58: ... 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 list screen 2 Tap Edit Categories 3 Tap New 4 Enter the name of the new category and then tap OK 5 Tap OK You can assign any of your records to the new category Tap here ...

Page 59: ...al category appear in the Business category Finding information Your handheld offers several ways to find information quickly All applications that reside on your handheld Find locates any text that you specify always starting with the current application Date Book To Do List Memo Pad Phone Lookup displays the Address list screen and lets you add the information that appears in this list to a reco...

Page 60: ...anet but not airplane 3 Tap OK Find searches for the text in all records and all notes As your handheld searches for the text you can tap Stop at any time You may want to do this if the entry you want appears before your handheld finishes the search To continue the search after you tap Stop tap Find More 4 Tap the text that you want to review Using Phone Lookup Phone Lookup displays the Address li...

Page 61: ...held 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 associated information Looking u...

Page 62: ...ing an s scrolls to Sands and writing sm scrolls further to Smith If you sort the list by company name the Look Up feature scrolls to the first letter of the company name 3 Tap the record to view its contents Looking up names to add to Expense records In 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 associa...

Page 63: ... on the application Sorting is available in applications that have list screens Address Book To Do List Memo Pad and Expense NOTE You can also assign records to categories See Categorizing records earlier in this chapter To sort records in To Do List and Expense 1 Open the application to display the list screen 2 Tap Show 3 Tap the Sort by pick list and select an option 4 Tap OK To sort records in...

Page 64: ...n in the list NOTE To make the list of your memos appear in Palm Desktop software as you manually sorted it on your handheld open Memo Pad in Palm Desktop software and click List by Then select Order on handheld Attaching notes In applications except Memo Pad and Note Pad you can attach a note to a record A note can be up to several thousand characters long For example for an appointment in Date B...

Page 65: ...y item that has a note To review or edit a note Tap the Note icon To delete a note 1 Tap the Note icon 2 Tap Delete 3 Tap Yes Choosing fonts In many applications you can change the font style to make text easier to read You can choose a different font style for each application Note icon Small font Large font Bold font ...

Page 66: ...ders do one of the following Select an item s check box to clear the item 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 Tap Done to close the reminder list and return to the current screen An attention indicator will blink in the upper left corner of the screen tap it to view the remi...

Page 67: ...nd select whether to mask your private records or hide them completely See Chapter 12 for details Installing and removing applications This section explains how to install and remove applications on your handheld and how to remove Palm Desktop software from your computer Installing add on applications Your handheld comes with the Date Book Address Book To Do List Note Pad Memo Pad Calculator and E...

Page 68: ... you prefer to place the application into another folder you need to navigate to that folder before you complete step 5 2 Double click the Palm Desktop icon on your desktop 3 Click Install TIP You can also access the Install Tool dialog box by selecting Install Tool from the Palm Desktop program group or by double clicking any file with a PRC PDB PQA PNC or SCP file extension 4 In the User selecto...

Page 69: ...n Chapter 14 for details NOTE Files that remain in the list after you perform a HotSync operation did not install This can happen if the file type was not recognized during the HotSync operation To install add on software on your handheld using a Mac 1 On your computer copy or download the application you want to install into the Add on folder in your Palm folder NOTE If the software you download ...

Page 70: ...ld Files window 10 Perform a HotSync operation to install the selected application s on your handheld See Performing HotSync Operations in Chapter 14 for details NOTE Files that remain in the list after you perform a HotSync operation did not install This can happen if the file type was not recognized during the HotSync operation Removing applications In the event that you run out of memory or dec...

Page 71: ...sktop 4 Click Add Remove NOTE This process removes only the application files The data in your Users folder remains untouched 5 Follow the onscreen prompts Be sure to select the option to remove Palm Desktop software NOTE You need to install HotSync Manager from the installation CD if you want to synchronize data with another PIM To remove Palm Desktop software from a Mac 1 Insert the Palm Desktop...

Page 72: ... Applications 62 6 Select the folder that contains your Palm Desktop software files 7 Click Remove NOTE This process removes only the application files The data in your Users folder remains untouched 8 Restart your computer ...

Page 73: ...entry in which you can enter additional information about the entry Assign Address Book entries to categories so that you can organize and view them in logical groups Create your own digital business card that you can beam to other devices with an IR infrared port To open Address Book Press the Address Book application button on the front panel of your handheld Address Book opens to display the li...

Page 74: ...To create a new Address Book entry 1 Press the Address Book application button on the front of your handheld to display the Address list 2 Tap New 3 Enter the last name of the person you want to add to your Address Book NOTE The handheld automatically capitalizes the first letter of each field except numeric and e mail fields You do not have to use the Graffiti capital stroke to capitalize the fir...

Page 75: ...next field to accept the word 7 Tap the scroll arrows to move to the next page of information 8 After you finish entering information tap Done TIP To create an entry that always appears at the top of the Address list begin the Last name or Company field with a symbol as in If Found Call This entry can contain contact information in case you lose your handheld Selecting types of phone numbers You c...

Page 76: ...nt to change 2 Tap Edit 3 Tap Details 4 Select any of the following settings Tap triangle 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 mai...

Page 77: ...e Address view screen Record menus Options menus Duplicate Address Makes a copy of the current record and displays the copy in Address Edit so you can make changes to the copied record The copy has the same category and attached notes as the original record Address list Address view Preferences Remember Last Category Determines how Address Book appears when you return to it from another applicatio...

Page 78: ...s These custom fields appear at the end of the Address Edit screen Rename them to identify the kind of information you enter in them The names you give the custom fields appear in all entries About Address Book Shows version information for Address Book ...

Page 79: ...on 2 Tap the Calculator icon Performing Calculations The Calculator includes several buttons to help you perform calculations Clears the entire calculation and enables you to begin a fresh calculation Clears the last number you entered Use this button if you make a mistake while entering a number in the middle of a calculation This button enables you to re enter the number without starting the cal...

Page 80: ...er 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 tapping the number buttons Tapping this button has no effect on the current calculation or series of calculations it merely places the value into memory until it is recalled Recalls the stored value from memory a...

Page 81: ...wn here for your reference and Calculator features that are not explained elsewhere in this book are described here See Using menus in Chapter 4 for information about choosing menu commands Options menus About Calculator Shows version information for Calculator ...

Page 82: ...Chapter 6 Using Calculator 72 ...

Page 83: ...heck the time and date and provides a convenient travel alarm feature See Date and Time preferences in Chapter 15 for details on setting the current date and time for all the applications on your handheld In addition to setting the date and time you can set an alarm to sound during the next 24 hour period Viewing the time To view the time do one of the following When your handheld is on tap the Cl...

Page 84: ...age appears do one of the following Tap OK to permanently dismiss the reminder and return to the current screen Tap Snooze to dismiss the reminder and return to the current screen The reminder message appears again in five minutes and an attention indicator blinks in the upper left corner of the screen to remind you of the pending alarm When the reminder message reappears the current time displays...

Page 85: ...ou 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 the sound of the alarm The choices are Alarm Bumble Bee Reveille Sonata Wake Up and Warbler Volume Defines how loud the alarm sounds The choices ar...

Page 86: ...Chapter 7 Using Clock 76 ...

Page 87: ...monthly calendar to quickly spot days where you have morning lunch or afternoon appointments Display an agenda showing appointments untimed events and your To Do items for the day Set an alarm to notify you of the scheduled activity Create reminders for events that are based on a particular date rather than time of day Birthdays and anniversaries are easy to track with your handheld Attach notes t...

Page 88: ... 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 holidays and anniversaries These are referred to as untimed events Untimed events appear at the top of the list of times marked wit...

Page 89: ...ialog box to set the Start Time then tap the End Time box and tap the time columns to set the End Time Tap All Day to automatically insert the start and end time of the event as defined in your Date Book preferences 5 Tap OK 6 Tap a blank area of the screen to deselect the event A vertical line appears next to the time indicating the duration of the event NOTE If an event has the same start and en...

Page 90: ...en to open the Go to Date dialog box Select a date by tapping a year month and day in the calendar TIP In the Go to Date dialog box you can also use the scroll button on the front panel of the handheld to move forward or backward one month at a time 2 After you locate the date follow the steps for scheduling an event for the current day To schedule an untimed event 1 Select the date that you want ...

Page 91: ...E If you create an event and decide later that there is no particular start or end time you can easily change it to an untimed event Tap the time of the event in the Date Book screen tap No Time and then tap OK Rescheduling an event You can easily make changes to your schedule with your handheld To reschedule an event 1 Tap the event you want to reschedule 2 Tap Details 3 To change the time tap th...

Page 92: ...gn an alarm 2 Tap Details 3 Tap the Alarm check box to select it 4 Tap the pick list to select Minutes Hours or Days 5 Select the 5 and enter any number from 0 to 99 inclusive as the number of time units 6 Tap OK 7 When the reminder message appears on screen do one of the following Tap OK to permanently dismiss the reminder and return to the current screen Tap Snooze to dismiss the reminder and re...

Page 93: ...it Scheduling repeating or continuous events The Repeat function lets you schedule events that recur at regular intervals or extend over a period of consecutive days A birthday is a good example of an event that repeats annually Another 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...

Page 94: ...o delete 2 Tap the Menu icon 3 Tap Record and then tap Delete Event 4 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 fo...

Page 95: ...e Date Book 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 the appropriate view icon in the lower left corner of Date Book To display the current time 1 Tap and h...

Page 96: ...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 indicates...

Page 97: ...vents repeating events and untimed events You can control the dots and lines that appear in the Month View See Options menu later in this chapter Tips for using Month View Keep the following points in mind Tap a day in the Month View to display that day in the Day View Tap the scroll arrows in the upper right corner to move forward or backward a month Tap Go to open the date selector and select a ...

Page 98: ...eck box next to a To Do item to mark it as completed When you tap a To Do item your To Do list appears NOTE The To Do items that appear and how you can change them depends on the settings in your To Do preferences To display the Agenda View 1 Tap the Agenda View button 2 Tap the navigation controls to move forward or backward a day at a time or to display more events and To Do items NOTE You can a...

Page 99: ...vent conflict time overlap appears in the Week View as overlapping bars The Day View displays overlapping brackets to the left of the conflicting times 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 4 for information about choosing me...

Page 100: ...r to minimize scrolling Month View settings These check boxes apply to the Month View of the Date Book You can activate any or all of these settings to show that you have Timed Untimed or Daily Repeating events in the Month View only 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 t...

Page 101: ...ense items to categories so that you can organize and view them in logical groups Keep track of vendors companies and people involved with each expense Log miles traveled for a particular date or expense category Sort your expenses by date or expense type Send or export your expense information to popular computer applications such as Microsoft Excel or Microsoft Word using Palm Desktop software a...

Page 102: ...se item 2 Enter the amount of the expense 3 Tap the Expense type pick list and select a type from the list As soon as you select an expense type your handheld saves your entry If you do not select an expense type it does not save the entry TIP Another quick way to create a new Expense item is to make sure that no Expense item is selected in the Expense list write the first letter s of the expense ...

Page 103: ...e date of the selected item 3 Tap the new date Entering receipt details Expense provides a variety of options that you can associate with an item These options appear in the Receipt Details dialog box To open the Receipt Details dialog box 1 Tap the Expense item to which you want to assign details 2 Tap Details 3 Select any of the following options Tap date Category See Categorizing records in Cha...

Page 104: ...plied by your company you can choose Prepaid to place your expense in the appropriate company paid cell of your printed expense report Currency Enables you to choose the type of currency used to pay the Expense item The default currency unit is defined in the Preferences dialog box You can also display up to four other common types of currency See Customizing the Currency pick list later in this c...

Page 105: ...Defining a custom currency symbol If the currency you want to use is not in the list of countries you can create your own custom country and currency symbol To define a custom currency symbol 1 Tap the Menu icon 2 Tap Options and then tap Custom Currencies 3 Tap one of the four Country boxes 4 Enter the name of the country and the symbol that you want to appear in Expense 5 Tap OK to close the Cur...

Page 106: ...e data on your computer After you enter your expenses into the Expense application on your handheld and perform a HotSync operation Palm Desktop software enables you to do any of the following on your computer See the Palm Desktop software online help for details Add modify and delete your Expense data Organize your Expense data by category amount date type or notes View Expense data in different ...

Page 107: ...computer They do not reside with your Desktop application and they are not produced by Palm Inc Refer to the documentation that accompanies your desktop computer s operating system for more information Printing the euro Even with operating system support problems may arise while printing documents that contain the euro When a font is present on both the printer and the computer the printer font is...

Page 108: ...ype 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 109: ...tware 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 Home icon 2 Tap the Memo Pad icon Creating memos A memo can contain up to 4 000 characters The number of memos you can store is dependen...

Page 110: ...r 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 c...

Page 111: ...in Chapter 4 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 Memo list Memo screen Preferences Displays the Memo Preferences dialog box where you define the sort order for memos About Memo Pad Shows version information for Memo Pad Memo list Memo screen ...

Page 112: ...Chapter 10 Using Memo Pad 102 ...

Page 113: ...ions 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 like Microsoft Word using Palm Desktop software and HotSync technology To open Note Pad 1 Tap the Home icon 2 Tap the Note Pad icon Creating a note A record in Note Pad is called a note You can assign ea...

Page 114: ...raffiti writing 5 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 note title This makes it easy to locate and review your notes To review a note 1 In the Note Pad list tap the note title 2 Review or edit the contents of the note 3 Tap Done Pen selector Write...

Page 115: ...an set an alarm for a specific time and date to remind you to follow up on a note To set an alarm for a note 1 Tap the note to which you want to assign an alarm 2 Tap the Menu icon 3 Tap Options and then tap Alarm 4 Tap the Time box 5 Tap the hour and minute columns to select the time you want the alarm to occur 6 Tap the Date box Tap here to select minutes Tap here to select hour Tap here to sele...

Page 116: ...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 screen Tap Go To to open Note Pad Note Pad will open and display the note associated with the alarm Note Pad menus Note Pad menus are shown here f...

Page 117: ...tions menus Note Pad list Note screen Preferences Displays the Note Pad Preferences dialog box where you define the sort order for notes and the alarm sound About Note Pad Shows version information for Note Pad Note Pad list Note screen ...

Page 118: ...Chapter 11 Using Note Pad 108 ...

Page 119: ...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 To open Security 1 Tap the Home icon 2 Tap the Security icon Assigning a password You can assi...

Page 120: ...password a second time and tap OK Changing or deleting a password Once you define a password for your handheld you can change or delete it at any time You must enter the current password before you can change or delete it To change or delete your password 1 Tap the Password box 2 Enter the current password 3 Tap OK Tap here Tap here ...

Page 121: ... lost or stolen this helps protect your data from unauthorized use You can set your handheld to lock automatically or you can lock it manually Locking your handheld automatically You can set your handheld to lock automatically when any one of the following occur When you turn off the power At a time you specify After a period of inactivity you specify To set your handheld to lock when you turn it ...

Page 122: ...rd 4 Tap At a preset time and then use the arrows to set the time 5 Tap OK To set your handheld to lock after a period of inactivity 1 Tap the Home 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 Tap to select Minutes or Hours Enter the amount...

Page 123: ... your handheld manually To lock and turn off your handheld 1 Tap the Home 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...

Page 124: ... as grey placeholders in the same position they would appear if they were not masked and are marked with a lock icon Hidden records disappear completely from the screen If you define a password for your handheld you must enter it to display private records To hide all private records 1 Tap the Home icon 2 Tap the Security icon 3 Tap the Current Privacy pick list and select Hide Records 4 Tap OK to...

Page 125: ... Show Records If you do not have a password hidden and masked records become visible If you have a password the Show Private Records dialog box appears Go to step 4 4 Enter your password and then tap OK To unmask individual records 1 Tap a masked record If you do not have a password a masked record becomes visible If you have a password the Show Private Records dialog box appears Go to step 2 2 En...

Page 126: ...sing Security 116 To make a record private 1 Display the entry that you want to make private 2 In Note Pad only Tap the Menu icon and then tap Options 3 Tap Details 4 Tap the Private check box to select it 5 Tap OK ...

Page 127: ...hat you can organize and view them in logical groups Sort your To Do List items either by due date priority level or category Attach notes to individual To Do List items for a description or clarification of the task To open To Do List 1 Tap the Home icon 2 Tap the To Do List icon To Do List opens to display the category of items you last viewed Creating list items A To Do List item is a reminder ...

Page 128: ...o 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 list When you create a new To Do List item its priority is automatically set to 1 the highest most important level If you select another item first however the item you create appears beneath the selected item and is g...

Page 129: ...u 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 box 1 Tap the text of the item whose details you want to change 2 Tap De...

Page 130: ...u want to assign the item 3 Tap OK To Do Show Options The Show Options dialog box enables you to control the appearance of To Do List and To Do items in Date Book Agenda view To change the Show Options settings 1 In To Do List tap Show 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 ...

Page 131: ...ey are still in the memory of your handheld Purge completed items to remove them from memory Show Only Due Items Shows only the items that are currently due past due or have no due date specified When this setting is active items that are not yet due do not appear in the list until their due date Record Completion Date Replaces the due date with the actual date when you complete check the item If ...

Page 132: ...Chapter 13 Using To Do List 122 Options menu About To Do List Shows version information for To Do List ...

Page 133: ...setup options You can choose when you want HotSync Manager to run If necessary you can adjust the local and modem HotSync settings as well To set the HotSync options on a Windows computer 1 Click the HotSync icon in the Windows system tray bottom right corner of the taskbar 2 Select Setup 3 Click the General tab and select one of the following options Always available Adds HotSync Manager to the S...

Page 134: ...he Start menu HotSync Enabled Disabled Activates the HotSync software and prepares your computer to synchronize with your handheld The default setting is Enabled whenever you start your computer HotSync operations are enabled Enable HotSync software at system startup Activates the transport monitor automatically each time you start your computer If this option is not checked you must open HotSync ...

Page 135: ... because you don t use it In addition to the conduits for Date Book Address Book To Do List Note Pad Expense and Memo Pad Palm Desktop software includes System and Install conduits The System conduit backs up the system information stored on your handheld including Graffiti ShortCuts The Install conduit installs add on applications on your handheld To customize HotSync application settings on a Wi...

Page 136: ...er 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 NOTE If you want to save your new settings as the default click Default in the Custom window after you set them for each application To customize HotSync application setti...

Page 137: ... data is to perform a direct HotSync operation by connecting your handheld to the cable turning on your handheld and tapping the Favorite icon IMPORTANT You must perform your first HotSync operation with a local direct connection Performing a HotSync operation for the first time Windows When you installed Palm Desktop software you entered a username This username is the connection between your han...

Page 138: ...indows computer 1 Connect your handheld to your computer using the HotSync cable 2 If the HotSync Manager is not running start it You can do this by starting Palm Desktop software which automatically opens the HotSync Manager Alternatively you can click Start on the Windows desktop and then choose Programs Navigate to the Palm Desktop software program group and choose HotSync Manager NOTE You can ...

Page 139: ...g box and click OK Every handheld should have a unique name To prevent loss of a user s records never try to synchronize more than one handheld to the same username 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 disconnect your handheld from the cable ...

Page 140: ...er pop up menu in the Palm Desktop 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 username from your handheld and synchronizes the data in the folder of the same name NOTE Be sure you select the correct username from the User pop up menu before entering data on Palm Desktop or performing a HotSy...

Page 141: ...r using the HotSync cable 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 Turn on your handheld and tap the Favorite icon The HotSync Progress dialog box appears followed by the Select User dialog box ...

Page 142: ...OMM implementation of the Infrared Data Association IrDA This is especially useful if you travel with an infrared enabled laptop You simply enable infrared communication on your laptop and handheld and follow the steps in Performing an IR HotSync operation later in this section Preparing your computer for infrared communication Before you can perform a HotSync operation using the IR port the compu...

Page 143: ...Sync Manager icon in the Windows system tray and make sure Infrared is checked If you do not have an Infrared option on the HotSync Manager menu complete the following steps 2 Make sure Local Serial is checked on the menu 3 Select Setup 4 Click the Local tab 5 In the Serial Port selector select the simulated port that your computer uses for infrared communication NOTE See the documentation for you...

Page 144: ...or performing an IR HotSync operation it is easy to perform the actual operation To perform an IR HotSync operation 1 Tap the Home icon 2 Tap the HotSync icon 3 Tap Local 4 Tap the pick list below the HotSync icon and select IR to PC Handheld 5 Position the IR port of your handheld within a couple of inches of the infrared port of your computer 6 Tap the HotSync icon to start the IR HotSync operat...

Page 145: ...ion Preparing your computer There are a few steps you must perform to prepare your computer for a remote 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 remote HotSync operation 1 Confirm that the computer modem is connected and turned on and that no communicatio...

Page 146: ... tab and enable the Transport Monitor if it is not already enabled 4 Click the Connection Settings tab Serial Port Identifies the port for the modem If you are unsure of the port assignment look at the Modem Properties in the Windows Control Panel Speed Determines the speed at which data is transferred Try the As Fast As Possible rate first and adjust downward if you experience problems This setti...

Page 147: ...ation 1 Tap the Home icon 2 Tap the HotSync icon 3 Tap Modem NOTE To change the speed setting of the connection between your handheld and phone see Configuring an IR to phone connection in Chapter 15 4 Tap the Enter phone field 5 Enter the telephone number to access the modem connected to your computer TIP You can enter a comma in the field to introduce a pause in the dialing sequence Each comma e...

Page 148: ...e icon 2 Tap the HotSync icon 3 Tap the Menu icon 4 Tap Options and then tap Conduit Setup 5 Tap the check boxes to deselect the files and applications that you do not want to synchronize during a remote HotSync operation The default setting is to synchronize all files NOTE Applications that do not have a database such as games do not synchronize even if you select the item in the Conduit Setup di...

Page 149: ...s 2 Click the HotSync Manager icon in the Windows system tray and select Local USB if it is not already checked To return to cable HotSync operations on a Mac Simply connect the cable to the USB port of your computer you use for HotSync operations Using File Link The File Link feature enables you to import Address Book and Memo Pad information onto your handheld from a separate external file such ...

Page 150: ...ute two dozen handhelds that all have a common company phone list a set of memos and several key applications A user profile can be created to install the common data before the handhelds are distributed to the employees who will use them Then when the employees perform their first HotSync operation the common data becomes part of their individual data file NOTE The handhelds that are synchronized...

Page 151: ...he Users window 6 From the User pop up menu select the new profile 7 Create the data for the profile such as a company phone list 8 From the HotSync menu select Conduit Settings 9 Select the conduit settings for the profile See Customizing HotSync application settings earlier in this chapter for details Performing the first HotSync operation with a user profile After you create a user profile you ...

Page 152: ...oftware prompts you to assign a username to the handheld To use a profile for the first time HotSync operation on a Mac 1 Connect the new handheld to the cable 2 Tap the Favorite icon 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 with this handheld Palm Desktop software prompts you t...

Page 153: ...ull screen pen stroke command Pen Change the assignment of the full screen pen stroke Connection Configure cable IR to phone and IR to PC handheld communication settings Date and Time Set the date time time zone and Daylight Saving switch Digitizer Calibrate the screen on your handheld Formats Set the country default and the formats for dates times calendar and numbers General Set the auto shut of...

Page 154: ...not have to change to a different screen or application If you assign a different application to a button you can still access the original application using the Applications Launcher To change the Buttons preferences 1 Tap the pick list next to the button you want to reassign 2 Tap the application that you want to assign to the button TIP To restore all buttons to their factory settings tap Defau...

Page 155: ...es depending on the kind of software you ve added to your handheld For example an IR to phone connection appears on the list If you want to set up this connection you only need to specify the phone setup to complete the configuration Keyboard Opens the onscreen keyboard for entering text characters Graffiti Help Opens a series of screens that show the complete Graffiti character set Turn Off Lock ...

Page 156: ...bile phone which then dials a modem attached to or within your desktop computer to synchronize with your Desktop application To edit the IR to Phone connection 1 Select the IR to Phone connection and tap Edit PC via Cable A local HotSync connection the direct connection between your handheld and your desktop computer Your handheld is connected to the cable and the cable is attached to the USB port...

Page 157: ...eld in Chapter 2 for information about using this screen Digitizer preferences The Digitizer Preferences screen opens the digitizer calibration screen This is the same screen that appears when you start your handheld for the first time You can recalibrate your screen after a hard reset or if your digitizer drifts Formats preferences Use the Formats Preferences screen to set the country default and...

Page 158: ...tions on your handheld To select the time date week start and numbers format 1 Tap the Time pick list and select a format 2 Tap the Date pick list and select a format 3 Tap the Week starts pick list and select whether you want the first day of the week to be Sunday or Monday NOTE This setting controls the Day Week and Month views in Date Book and all other aspects of your handheld that display a c...

Page 159: ...the time setting of the automatic shutoff feature To set the Auto off delay 1 Tap the Auto off pick list 2 Tap the setting you want to use for the automatic shutoff feature 30 seconds 1 minute 2 minutes or 3 minutes On while charging settings You can choose to leave your handheld on when it is connected to the HotSync cable or when you are recharging the battery so you can continue to view your da...

Page 160: ... software The Network Preferences settings enable you to use the TCP IP software that is included in the handheld operating system You can use the TCP IP software to connect with Internet Service Providers ISPs or dial in remote access servers Because the TCP IP software is a feature of the operating system you configure all parameters relating to it from the Preferences application To use TCP IP ...

Page 161: ...lates are a set of ISP and dial in server configuration settings that you can create save and reuse To select a service 1 Tap the Service pick list 2 Tap the predefined service template you want to use Entering a username The User Name setting identifies the name you use when you log into your ISP or dial in server Although this field can contain multiple lines of text only two lines appear onscre...

Page 162: ...eld displays the word Assigned in this field and does not prompt you to enter a password during the login procedure NOTE If you are concerned about security select the Prompt option and do not enter a password To enter a password 1 Tap the Password field 2 Enter the password you use to log into your ISP or dial in server 3 Tap OK NOTE The Password field updates to display the word Assigned Selecti...

Page 163: ... special instructions for using a calling card NOTE The Phone Setup dialog box works correctly for AT T and Sprint long distance services However because MCI works differently MCI customers need to put the calling card number in the Phone field and the phone number in the Use calling card field To enter your server phone number 1 Tap the Phone field 2 Enter the phone number for your ISP or dial in...

Page 164: ...f you receive a call while you are connected If your telephone has call waiting you need to disable this feature before logging into your ISP or dial in server To disable call waiting 1 Tap the Disable call waiting check box to select it 2 Enter the code to disable call waiting on the Disable call waiting line NOTE Each telephone company assigns a code to disable call waiting Contact your local te...

Page 165: ...ing card check box to select it 2 Enter your calling card number on the Use calling card line NOTE It s a good idea to add at least three commas before your calling card number to compensate for the cue delay 3 Tap OK Connecting to your service After you set your Connection and Network Preferences establishing a connection to your ISP or dial in server is easy NOTE If you are connecting to an ISP ...

Page 166: ...in the list of templates you can create additional service templates from scratch or by duplicating existing templates and editing information After you create a new or duplicate template you can add and edit settings To add a new service template 1 Tap the Menu icon 2 Tap Service and then tap New An Untitled service template is added to the Service pick list To duplicate an existing service templ...

Page 167: ...emplate To select a connection type 1 Tap the service field 2 Tap Details 3 Tap the Connection type pick list and select one of the following connection types NOTE If you are not sure try PPP if that doesn t work ask your Internet Service Provider or your System Administrator for the correct connection type Idle timeout The Idle timeout setting defines how long your handheld waits before dropping ...

Page 168: ...s in this field Ask your Internet Service Provider or System Administrator for the correct Primary or Secondary DNS IP numbers TIP Many systems do not require that you enter a DNS If you are not sure leave the DNS field blank To enter a primary and secondary DNS 1 Tap the Query DNS check box to deselect it 2 Tap the space to the left of the first period in the Primary DNS field and then enter the ...

Page 169: ...P Address check box to deselect it and display a permanent IP address field below the check box 2 Tap the space to the left of the first period then enter the first section of the IP address NOTE Each section must be a number from 0 to 255 3 Tap and enter the remaining sections of the IP address 4 Tap OK Login scripts A login script is a series of commands that automates logging into a network ser...

Page 170: ...ox on your handheld accessed from the Details dialog box in Network Preferences NOTE You can also use non ASCII and literal characters in your login script See Appendix C for more information Creating a login script on your handheld You can create login scripts by selecting commands from the Command pick list in the Login Script dialog Some commands such as Send require you to supply additional in...

Page 171: ...o your token card which in turn generates a response value for you to enter on your handheld This command takes two arguments separated by a vertical bar on the input line Send Transmits specific characters to the TCP IP server to which you are connecting Send CR Transmits a carriage return or LF character to the TCP IP server to which you are connecting Send User ID Transmits the User ID informat...

Page 172: ...ervice Connection Progress messages Expanded Service Connection Progress messages describe the current stage of the login procedure Press the lower half of the scroll button at any point during login to display these messages Viewing the Network Log If viewing the expanded Service Connection Progress messages does not give you enough information to find out why you cannot connect to your ISP or di...

Page 173: ...se the Security application to turn off and lock your handheld with a password information that you put in the Owner Preferences displays the next time you turn on your handheld See Locking your handheld in Chapter 12 for more information on setting a password for your handheld To enter the Owner preferences Enter the text that you want to associate with your handheld in the Owner Preferences scre...

Page 174: ...e in any of your handheld applications and are backed up on your computer when you perform a HotSync operation To create a ShortCut 1 Tap New 2 On the ShortCut name line enter the letters you want to use to activate the ShortCut 3 Tap the ShortCut Text area 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 la...

Page 175: ... any time To edit a ShortCut 1 Tap the ShortCut you want to edit 2 Tap Edit 3 Make the changes you want and tap OK Deleting a ShortCut If you no longer need a ShortCut you can delete it from the list of ShortCuts To delete a ShortCut 1 Tap the ShortCut you want to delete 2 Tap Delete 3 Tap Yes ...

Page 176: ...Chapter 15 Setting Preferences for Your Handheld 166 ...

Page 177: ...proof 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 Protect...

Page 178: ...our 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 not turn on when you press the power button you should recharge the unit immediately If your battery drains and you have the unit in an uncharged state for an extended period of time you can lose all of the stored data If you b...

Page 179: ...on on the front panel of the handheld 2 While holding down the power button use the tip of an unfolded paper clip or similar object without a sharp tip to gently press and release the reset button 3 Wait for the Palm Powered 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...

Page 180: ...lication in the Conduit list 5 Click Change 6 Select Desktop overwrites handheld NOTE Changing the HotSync setting from the default affects only the next HotSync operation Thereafter the HotSync Actions revert to their default settings To use a new setting on an ongoing basis select the Set As Default box Thereafter whatever you selected as the default setting is used when you click the Default bu...

Page 181: ...tings 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 condui...

Page 182: ...Appendix A Maintaining Your Handheld 172 ...

Page 183: ...ntation folder in the Palm Desktop software folder The Palm Support Assistant knowledgebase accessible at www palm com under the Support section The most recent Palm Zire handheld HelpNotes on your regional web site If you are still having problems contact Technical Support For US and International telephone numbers go to www palm com support NOTE Thousands of third party add on applications have ...

Page 184: ...re on your computer 2 Press CTRL ALT DELETE and end all tasks except Systray and Explorer NOTE If a dialog box 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 50MB of disk space available 4 Delete all temporary files 5 Run ScanDisk on your computer 6 Reinstall Palm Desktop software ...

Page 185: ...s stored in your handheld are erased Never perform a hard reset unless a soft reset does not solve your problem You can restore any data previously synchronized with your computer during the next HotSync operation See Performing a hard reset in Appendix A for instructions on restoring your data I get a warning message telling me my handheld memory is full Purge records from Date Book and To Do Lis...

Page 186: ...nus Try changing to a different application I can t get my handheld to recognize my handwriting For your handheld to recognize handwriting input with the stylus you need to use Graffiti writing See Using Graffiti writing to enter data in Chapter 3 Make the Graffiti character strokes in the Graffiti writing area not on the display part of the screen Write Graffiti strokes for letters in the left ha...

Page 187: ... the list screen check the Memo Preferences setting Make sure that Sort by is set to Manual If you choose to view your memos alphabetically on Palm Desktop software and then perform a HotSync operation the memos on your handheld still appear in the order defined in the Memo Preferences setting In other words the sort settings you use with Palm Desktop software are not transferred to your handheld ...

Page 188: ...click the HotSync Manager icon From the HotSync menu select Conduit Settings Select your username from the User pop up menu and check that the correct conduit is active I am using Outlook as my PIM but I cannot perform a HotSync operation Click the HotSync Manager and select Custom Check that the correct conduit is active Check that the correct conduit is installed Reinstall the HotSync Manager an...

Page 189: ...hone line Make sure the modem is connected properly to your computer and is connected to the incoming phone line On a Windows computer check the following Make sure Modem is checked in the HotSync Manager menu Confirm that the Setup String in the Setup dialog box configures your modem correctly You may need to select a different Modem Type or enter a custom Setup String Most modems have a Setup St...

Page 190: ...ted the Disable call waiting option under Modem Sync Phone Setup on your handheld and entered the correct code Make sure the telephone line you are using is not noisy which can interrupt communications Check the batteries in your modem and replace them if necessary I can t perform an IR HotSync operation On a Windows computer be sure the HotSync Manager is running and the Serial Port for local ope...

Page 191: ... On a Mac double click the HotSync Manager icon From the HotSync menu select Conduit Settings Select your username from the User pop up menu and check that the correct conduit is active My handheld displays the message Waiting for sender when it s near my computer s infrared port Your computer s infrared port may be set to search automatically for the presence of other infrared devices Consult the...

Page 192: ...ble as the data you are receiving For example if you are receiving a 30K application you must have at least 60K free Perform a soft reset See Performing a soft reset in Appendix A for more information Problem Solution I forgot the password and my handheld is not locked First use the password hint to try and remember the password If this does not help or if you do not have a password hint you can u...

Page 193: ... error message or state you are experiencing The steps you take to reproduce the problem The version of handheld software you are using and available memory To find version and memory information 1 Tap the Home icon 2 Tap the Menu icon 3 Tap App and then tap Info 4 Tap Version to see version numbers and tap Size to see the amount of free memory in kilobytes I forgot the password and my handheld is...

Page 194: ...Appendix B Frequently Asked Questions 184 ...

Page 195: ...nverted to a carriage return If char is a value between a and z then the character sequence is translated to a single byte value between 1 and 26 If char is any other value then the character sequence is not subject to any special processing For example the string Joe M transmits Joe followed by a carriage return Carriage return and line feed You may include carriage return and line feed commands ...

Page 196: ...haracter defines that the next character is transmitted as a literal character and is not subject to any special processing ordinarily associated with that character Examples Includes a caret as part of the string Includes a as part of the string Includes a backslash as part of the string ...

Page 197: ...ful 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 receiv...

Page 198: ...gulations Varning Eksplosionsfara vid felaktigt batteribyte Använd samma batterityp eller en ekvivalent typ som rekommenderas av apparattillverkaren Kassera använt batteri enligt fabrikantens instruktion Advarsel Lithiumbatteri Eksplosionsfare ved fejlagtig håndtering Udskiftning må kun ske med batteri af samme fabrikat og type Levér det brugte batteri tilbage tilleverandøren Varoitus Paristo voi ...

Page 199: ... 74 setting in Date Book 82 setting in Note Pad 105 sound 75 90 150 176 Alphabet Graffiti writing 26 onscreen keyboard 14 16 Application buttons 11 37 for cycling through views 63 78 reassigning 144 Applications Address Book 63 beaming 32 33 Calculator 69 categories 38 39 Clock 73 Date Book 77 Expense 91 font style 56 installing 57 Launcher 37 40 Memo Pad 99 Note Pad 103 opening 38 removing 60 sec...

Page 200: ...m 74 alarm preferences 75 display options 75 menus 75 opening 73 74 Combining categories 49 Comma delimited files importing data from 34 Command buttons 14 equivalents Graffiti writing 41 toolbar 42 Command stroke 34 41 51 Compressing Day view 90 Computer keyboard entering data with 18 Conduits for connecting to PIMs 13 for modem HotSync operations 138 for synchronizing applications 178 125 126 17...

Page 201: ...ay or Monday to start week 148 switching views 85 untimed events 78 80 Week view 85 148 177 Day displaying in Clock 75 in Date Book view 78 90 DBA Date Book archive file 34 Decimal point 148 Default categories 46 currency in Expense 95 settings See Preferences Deleted data saving in archive files 45 Deleting applications 57 60 Desktop software 61 Graffiti characters 25 passwords 110 records 45 ser...

Page 202: ...tCuts Graffiti accented characters 29 alphabet 24 26 basic concepts 24 capital letters 27 Command stroke 42 defined 17 Giraffe game for practicing 17 how to write characters 25 menu commands 41 moving the cursor 30 numbers 27 online Help 44 144 problems using 176 punctuation marks 28 ShortCuts for entering data 30 164 165 symbols 29 tips 25 writing 24 writing area 10 24 H Hard reset 169 175 Help G...

Page 203: ...reen keyboard 23 List in Applications Launcher 39 Lithium ion battery 168 Locking the handheld with a password 111 113 145 163 Login scripts 159 185 Looking up Address Book data to add to other records 50 51 scrolling in Address list 51 Lost handheld contact for 65 records 177 Lotus Organizer importing data from 34 M Maintenance information 167 Masking records 114 Memo Pad adding Address Book data...

Page 204: ...or 148 Graffiti writing 27 onscreen keyboard 14 23 O Onscreen keyboard 16 23 44 Opening Address Book 63 applications 37 Calculator 69 Clock 73 74 Date Book 77 Expense 91 Memo Pad 99 103 Note Pad 31 103 onscreen keyboard 145 Security 109 To Do List 117 Organizer Lotus PIM 34 Outlook connecting to 13 178 Overlapping events 89 Owner preferences 163 P Passwords 109 113 changing 110 creating 109 deleti...

Page 205: ...iting 43 44 Expense 92 fonts 55 hiding private 109 114 lost 177 masking private 109 114 Memo Pad 99 notes for 54 55 number of 183 private 114 116 purging 45 46 sorting 53 54 To Do List 117 unmasking individual 115 Reminder lists 56 Remote HotSync operations 179 180 Removing applications 60 Desktop software 61 Renaming categories 49 Repeating events deleting from Date Book 45 scheduling 83 Reschedu...

Page 206: ...y See Entering data files importing data from 34 35 fonts for 55 selecting all 44 Thousands separator 148 Time alarm setting 82 format 148 setting current 20 setting event 78 start and end for Date Book Day view 90 Tips online 15 To Do List adding Address Book data to records 50 51 archive files tda 34 categorizing records 46 121 checking off items 119 completed items 121 completion date 121 condu...

Page 207: ...uration 178 179 port 6 12 146 178 User name for ISP 151 identifying handheld 163 User profiles 140 HotSync operation with 141 142 Mac computer 141 V VCal 34 36 VCard 34 36 Vendor for Expense item 94 W Web sites 13 Week Date Book view 85 87 148 177 Writing area 10 Writing See Entering data ...

Page 208: ...Index 198 ...

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