Summary of m500 Series
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Handbook for palm ™ m500 series handhelds.
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Page ii handbook for palm™ m500 series handhelds.
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Page iii copyright copyright © 1998-2001 palm, or its subsidiaries. All rights reserved. Graffiti, hotsync, palmconnect, and palm os are registered trademarks, and the hotsync logo, palm, palmmodem, and the palm logo are trademarks of palm, inc. Or its subsidiaries. Other product and brand names may...
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Page iv handbook for palm™ m500 series handhelds.
Page 5: Contents
Contents page v contents about this book: .............................................................1 chapter 1: introduction to your handheld ......................3 getting to know your palm m500 series handheld ..........................3 what is a palm m500 series handheld?......................
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Page vi handbook for the palm™ m500 series handheld importing data from a windows computer ............................... 39 importing data from a macintosh ................................................ 40 chapter 3: managing your applications ....................... 43 using the applications la...
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Contents page vii creating records ..............................................................................73 editing records ................................................................................73 deleting records .......................................................................
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Page viii handbook for the palm™ m500 series handheld chapter 7: advanced hotsync® operations ...............171 selecting hotsync setup options .................................................... 171 customizing hotsync application settings................................... 178 ir hotsync operati...
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Contents page ix creating additional service templates .......................................215 adding detailed information to a service template .................215 login scripts ...................................................................................218 creating a login script on you...
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Page x handbook for the palm™ m500 series handheld appendix d: non-ascii characters for login scripts . 259 use of ^char ....................................................................................... 259 carriage return and line feed ............................................................
Page 11: About This Book
About this book page 1 about this book welcome to the palm™ m500 series handheld. This handbook is designed to help you get up and running quickly on your handheld. It describes all you need to know about how to use your handheld and the applications that come with it. It walks you through: ■ locati...
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Page 2 about this book.
Page 13: Introduction To Your
Chapter 1 page 3 chapter 1 introduction to your handheld this chapter explains the physical buttons and controls on your palm™ m500 series handheld, how to use your handheld for the first time, how to add expansion cards to your handheld, and how to use hotsync ® technology to synchronize your handh...
Page 14: System Requirements
Page 4 introduction to your handheld system requirements to install and operate palm desktop software, your computer system must meet the following requirements: minimum requirements: windows ■ ibm-compatible pentium-class computer ■ windows 98/me/2000 (windows 95/nt operating systems require a seri...
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Chapter 1 page 5 palm m500 series components locating front panel controls ir port uses infrared technology to transmit data to and receive data from other palm os handhelds, and to perform hotsync operations. See “beaming information” in chapter 6 and “ir hotsync operations” in chapter 7 for more i...
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Page 6 introduction to your handheld using the backlight if lighting conditions make it difficult for you to see the information on your handheld, you can use the backlight to illuminate your screen. To activate the backlight: ■ press the power button and hold it down for about two seconds. Release ...
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Chapter 1 page 7 using the onscreen contrast control some palm m500 series handhelds allow you to further adjust your display by changing the amount of contrast on the screen. To adjust the contrast: 1. Tap the contrast icon in the upper-right corner of the graffiti writing area. 2. Do one of the fo...
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Page 8 introduction to your handheld locating back panel components side channels the right side channel holds the stylus, which slides in and out and clicks into place. To use the stylus, remove it and hold it as you would a pen or pencil. The left side channel holds the front cover, which also sli...
Page 19: Handheld
Chapter 1 page 9 upgrading from another palm os handheld if you already own a palm os handheld, you must install the version of palm desktop software that comes with your new handheld. To upgrade quickly and easily, perform the tasks described in the following sections. Some tasks are specifically f...
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Page 10 introduction to your handheld hotsync operations” in chapter 5 “for details, or refer to getting started with palm™ m500 series handhelds. ■ (if upgrading) rename your old handheld. To prevent unexpected results during hotsync operations, each handheld must have a unique name. We recommend t...
Page 21: Charging Your Handheld
Chapter 1 page 11 4. Plug the ac adapter into any ac current outlet. Charging your handheld your handheld contains a lithium-ion polymer battery that is recharged each time you place the handheld in the cradle. Just place your handheld in the cradle for two hours for an initial charge before you use...
Page 22: Palm™ Desktop Software
Page 12 introduction to your handheld palm™ desktop software palm desktop software extends many of the functions of your handheld to your computer and serves to back up all your data. Viewing and editing your data using palm desktop software is optional. However, when you use it with your handheld a...
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Chapter 1 page 13 installing palm desktop software the following instructions guide you through installing palm desktop software. After installation, 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 ...
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Page 14 introduction to your handheld to install palm desktop software on a macintosh computer: 1. Turn on your macintosh. 2. Insert the palm desktop software cd-rom into your macintosh’s cd-rom drive. 3. Double-click the palm desktop cd icon. 4. Double-click the installer icon to begin the installa...
Page 25: Tapping And Typing
Chapter 1 page 15 tapping and typing tap with the stylus to get things done like using a mouse to click elements on a computer screen, using the stylus to tap elements on your handheld screen is the basic action that gets things done on your handheld. The first time you start your handheld, setup in...
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Page 16 introduction to your handheld elements of the handheld interface menu bar a set of commands that are specific to the application. Not all applications have a menu bar. Icons tap the icons to open applications , menus , calculator , and to find text anywhere in your data . Contrast control (o...
Page 27: Opening Applications
Chapter 1 page 17 opening applications you can use the applications launcher to open any application installed on your handheld. You can also open date book, address book, to do list, and note pad with the application buttons on the front panel of your handheld. Check box when a check mark appears i...
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Page 18 introduction to your handheld tip: when you press an application button on the front panel, you have instant access to the selected application. You don’t even need to turn on your handheld first. In addition to providing a way for you to open applications, the applications launcher displays...
Page 29: Using Menus
Chapter 1 page 19 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 section on that application in chapter 5. The edit menu is described in ...
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Page 20 introduction to your handheld 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 stroke,...
Page 31: Entering Data
Chapter 1 page 21 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. Displaying online tips many of the dialog boxes that appear on your handheld contain an online tips icon in the upper-right corner. Online...
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Page 22 introduction to your handheld onscreen keyboard when you create or edit a record in an application such as address book, you can open the onscreen keyboards to enter data. After a keyboard is open, you can tap to open any of the other keyboards, including the international keyboard. See “usi...
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Chapter 1 page 23 graffiti writing your handheld includes graffiti writing software as the primary system for entering text and numbers. With graffiti writing, you write simple strokes with the stylus and they are instantly recognized as letters or numbers. The palm desktop software cd-rom includes ...
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Page 24 introduction to your handheld note pad the note pad application provides a place where you can write a quick note in your own handwriting directly on your handheld screen. Think of note pad as a virtual “sticky pad” for short notes. Later, you would transfer your “sticky” notes to a more per...
Page 35: Customizing Your Handheld
Chapter 1 page 25 records to your handheld without having to enter them manually. See “importing data” in chapter 2 for more information. Using an external keyboard you can connect an optional keyboard accessory to the universal connector on your handheld so you can type data directly into your hand...
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Page 26 introduction to your handheld 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. To set the time zone: 1. Tap the set time zon...
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Chapter 1 page 27 2. Tap a time zone. Tip: when you travel, changing the time zone setting to a new time zone automatically resets the date and time on your handheld, but it does not change the time of appointments set in date book. 3. Tap ok. To set the daylight saving switch: ■ tap the daylight sa...
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Page 28 introduction to your handheld.
Page 39: Entering Data In Your
Chapter 2 page 29 chapter 2 entering data in your handheld this chapter explains how to enter data into your handheld by writing with the stylus in the graffiti ® writing area, by using the onscreen keyboard, by using the computer keyboard, or by importing data from another application. Using graffi...
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Page 30 entering data in your handheld and displays the text character immediately. To accomplish single strokes, some graffiti strokes are portions of the regular alphabet equivalents. ■ the graffiti writing area is divided into two parts: one for writing the letters of the alphabet and one for wri...
Page 41: Graffiti Tips
Chapter 2 page 31 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...
Page 42: Writing Capital Letters
Page 32 entering data in your handheld writing capital letters you make capital letters with the same stroke shapes as the basic alphabet characters. To make capital letters, you must first “shift” to caps — just as you press the shift key on a keyboard — and then write the character strokes. Note: ...
Page 43: Writing Numbers
Chapter 2 page 33 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...
Page 44: Writing Punctuation Marks
Page 34 entering data in your handheld writing punctuation marks graffiti writing can create any punctuation symbol that you can enter from a standard keyboard. All punctuation marks begin with a single tap on the graffiti writing area. When you make this tap, you activate punctuation shift and a do...
Page 45: Writing Accented Characters
Chapter 2 page 35 writing symbols and extended characters all symbols and extended characters begin with the stroke in the graffiti writing area of your handheld: when the symbol shift is active, a slanted shift symbol appears in the lower-right corner of the screen. The next stroke that you make cr...
Page 46: Accent Strokes
Page 36 entering data in your handheld accent strokes using these accent strokes, you can write the following accented letters: à á â ã ä å è é ê ë ì í î ï ò ó ô õ ö ù ú û ü ÿ ý ñ additional non-english characters you can write the following characters without any special punctuation or shifting: no...
Page 47: Graffiti Shortcuts
Chapter 2 page 37 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 own. Each sh...
Page 48: Using Note Pad
Page 38 entering data in your handheld 3. Tap “abc” to open the alphabetic keyboard, or tap “123” to open the numeric keyboard. 4. Tap the characters to enter text and numbers. Note: the onscreen keyboard also includes a dialog box for international characters. You can switch among the three dialogs...
Page 49: Importing Data
Chapter 2 page 39 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. Importing data if you have data stored in computer applications such as spreadsheets ...
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Page 40 entering data in your handheld 4. From the file menu, choose import. 5. Select the file you want to import. 6. Click open. Note: if you are importing a vcal or vcard file, skip to step 10. You do not have to specify which fields correspond to the imported data. 7. To import data into the cor...
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Chapter 2 page 41 to import data from a macintosh: 1. Open palm desktop software. 2. From the file menu, choose import. 3. Select the file you want to import. 4. Click open. 5. If you want to change the order of the fields you’re importing, point to a field, wait for the cursor to change to a double...
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Page 42 entering data in your handheld.
Page 53: Managing Your
Chapter 3 page 43 chapter 3 managing your applications this chapter explains how to switch between applications on your handheld, how to change application settings so they are personalized to your work methods, and how to categorize applications so you view them in related groups. For information a...
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Page 44 managing your applications to categorize an application: 1. Tap the applications icon . 2. Tap the menu icon . 3. Tap app, and then tap category. 4. Tap the pick list next to each application to select a category. Tip: to create a new category, tap edit categories from the pick list. Tap new...
Page 55: Choosing Preferences
Chapter 3 page 45 3. Tap options, and then tap preferences. 4. Tap the view by pick list and select list. 5. Tap ok. To open the applications launcher to the last opened category: 1. Tap the applications icon . 2. Tap the menu icon . 3. Tap options, and then tap preferences. 4. Tap the remember last...
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Page 46 managing your applications installing and removing applications this section explains how to install and remove applications on your handheld or on an expansion card, and how to remove palm™ desktop software from your computer. Installing add-on applications your handheld comes with the date...
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Chapter 3 page 47 4. In the user drop-down list, select the name that corresponds to your handheld. 5. Click add. 6. Select the application(s) that you want to install on your handheld or on a resident expansion card. 7. Click open. Note: review the list of applications you selected in the install t...
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Page 48 managing your applications handheld and an expansion card. 9. Click ok to close the change destination window. 10. Click done to close the install tool window. 11. Perform a hotsync operation to install the selected application(s). See “exchanging and updating data: hotsync operations” in ch...
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Chapter 3 page 49 4. From the user pop-up menu, select the name that corresponds to your handheld. 5. Click add to list. 6. Select the add-on folder from the pop-up menu. 7. Select the application you want to install. 8. Click add file to add the selected application to the install handheld files li...
Page 60: Removing Applications
Page 50 managing your applications 10. Click ok to close the change destination window. 11. Close the install handheld files window. 12. Perform a hotsync operation to install the selected application(s) on your handheld. See “exchanging and updating data: hotsync operations” in chapter 5 for detail...
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Chapter 3 page 51 6. Tap delete. 7. Tap yes. 8. Tap done. Removing palm desktop software if you no longer want to use palm desktop software, you can remove it from your computer. To remove palm desktop software from a windows computer: 1. From the windows start menu, choose settings, and then contro...
Page 62: Security
Page 52 managing your applications 5. Select the folder that contains your palm desktop software files. 6. Click remove. Note: this process removes only the application files. The data in your users folder remains untouched. 7. Restart your macintosh. Security your handheld comes with a security app...
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Chapter 3 page 53 6. Tap ok. 7. Enter the same password a second time, and tap ok. Changing or deleting a password once you define a password for your handheld, you can change or delete it at any time. You must enter the current password before you can change or delete it. To change or delete your p...
Page 64: Locking Your Handheld
Page 54 managing your applications to remove the password, tap unassign. Locking your handheld you can lock your handheld so that it cannot be operated until your password is entered. In the event that your handheld is lost or stolen, this helps protect your data from unauthorized use. You can set y...
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Chapter 3 page 55 to set your handheld to lock at a preset time: 1. Tap the applications icon . 2. Tap the security icon. 3. Tap the auto lock handheld box, and then enter your password. 4. Tap at a preset time, and then use the arrows to set the time. 5. Tap ok. To set your handheld to lock after a...
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Page 56 managing your applications password, your handheld will present the hint you have entered to help you remember the password. If you still cannot remember the password, you must perform a hard reset to resume using your handheld. Performing a hard reset deletes all the records in your handhel...
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Chapter 3 page 57 to delete a forgotten password: 1. Tap lost password. 2. Tap yes..
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Page 58 managing your applications.
Page 69: Using Expansion Features
Chapter 4 page 59 chapter 4 using expansion features your handheld provides an expansion card slot that enables you to add additional software applications and memory. You can also use a special kind of expansion card that allows you to back up your data when it is inconvenient to perform a hotsync ...
Page 70: Removing An Expansion Card
Page 60 using expansion features 3. Use your thumb to push the card into the expansion slot. When you feel the card lock and hear the audible system sound, the card is properly seated within the slot. Removing an expansion card 1. Hold your handheld securely. 2. Use your thumb to push against the to...
Page 71: Expansion Card
Chapter 4 page 61 switching between your handheld and an expansion card when you use an expansion card, your handheld creates and displays a new category that matches the name of the expansion card. You can easily switch between applications installed on your handheld and on the expansion card. To s...
Page 72: Expansion Card
Page 62 using expansion features 3. Tap app, and then tap copy. 4. Select the card name from the copy to pick list. 5. Select handheld from the from pick list. 6. Tap an application to copy. 7. Tap copy. 8. Tap done. Note: you can install applications to a card that is seated in the expansion card s...
Page 73: Card Info
Chapter 4 page 63 5. Tap an application to delete from the expansion card. 6. Tap delete. 7. Tap done. Card info card info lets you review general information about a resident card and its contents, rename a card, and format a card. Reviewing card information 1. Tap the applications icon . 1. Tap th...
Page 74: Renaming A Card
Page 64 using expansion features renaming a card 1. Tap the applications icon . 2. Tap the card info icon . 3. Tap the menu icon. 4. Tap card, and then tap rename card. 5. Enter the new name for the card. 6. Tap rename. Formatting a card formatting a card destroys all its data and prepares it to acc...
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Chapter 4 page 65 help provides help text. About card info shows version information for card info..
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Page 66 using expansion features.
Page 77: Using Your Basic
Chapter 5 page 67 chapter 5 using your basic applications your handheld includes these basic applications: ■ date book ■ address book ■ to do list ■ note pad ■ memo pad ■ clock ■ calculator ■ expense this chapter is divided into three sections: ■ “overview of basic applications” briefly describes ea...
Page 78: Address Book
Page 68 using your basic applications scheduling overlaps or conflicts. ■ display a 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...
Page 79: To Do List
Chapter 5 page 69 additional information about the entry. ■ assign address book entries to categories so that you can organize and view them in logical groups. ■ create your own digital business card that you can beam to other palm os ® handhelds. To open address book: ■ press the address book appli...
Page 80: Note Pad
Page 70 using your basic applications to open to do list: ■ press the to do list application button on the front panel of your handheld. To do list opens to display the category of items you last viewed. Note: press the to do list application button repeatedly to cycle through the categories in whic...
Page 81: Memo Pad
Chapter 5 page 71 note: press the note pad application button repeatedly to cycle through the categories in which you have items. Memo pad memo pad provides a place to take notes that are not associated with records in date book, address book, or to do list. In memo pad, you can do the following: ■ ...
Page 82: Expense
Page 72 using your basic applications to open calculator: ■ tap the calculator icon next to the graffiti writing area. Expense expense lets you keep track of your expenses and then transfer the information to a spreadsheet on your computer. In expense, you can do the following: ■ record dates, types...
Page 83: Common Tasks
Chapter 5 page 73 all the applications on your handheld. ■ set an alarm. To open clock: 1. Tap the applications icon . 2. Tap the clock icon . Tip: you can also tap the clock icon in the upper-left corner of the graffiti writing area to open clock. Common tasks the tasks described in this section us...
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Page 74 using your basic applications note: in note pad you can write anywhere on the screen. So, you will not see an edit line or blinking cursor. Entering text for information on how to enter text using graffiti writing, the onscreen keyboard, or the keyboard attached to your computer, see chapter...
Page 85: Deleting Records
Chapter 5 page 75 note: in note pad, the edit menu appears only when the title of a note is selected. To edit a note in note pad, use the eraser tool to remove lines, and the pen tool to add lines. Deleting records to delete a record: 1. Select the record you want to delete. 2. Tap the menu icon . 3...
Page 86: Purging Records
Page 76 using your basic applications memo pad: delete memo expense: delete item a confirmation dialog box appears. If you want to save a copy of the deleted item to an archive file in palm desktop software, be sure that the check box is checked. If you don’t want to save a copy, tap the check box t...
Page 87: Operations
Chapter 5 page 77 to purge records: 1. Open the application. 2. Tap the menu icon . 3. Tap record, and then tap purge. A confirmation dialog box appears. Date book: tap the pick list and select how old a record must be to be purged. Purge deletes repeating events if the last of the se- ries ends bef...
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Page 78 using your basic applications performing a hotsync operation for the first time: windows the first time you synchronize your data, you need to enter user information on palm desktop software. After you enter this information and synchronize, the hotsync manager recognizes your handheld and d...
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Chapter 5 page 79 3. Press the hotsync button ™ on the cradle. Important: the first time you perform a hotsync operation, you must enter a user name in the new user dialog box and click ok. Every handheld should have a unique name. To prevent loss of a user’s records, never try to synchronize more t...
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Page 80 using your basic applications performing a hotsync operation for the first time: macintosh when you installed palm desktop software, you entered a user name. This user name is the connection between your handheld and your macintosh. The first time you perform a hotsync operation the palm des...
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Chapter 5 page 81 the following steps assume that you have already installed palm desktop software. See “palm™ desktop software” in chapter 1 if you have not installed this software. To perform a local hotsync operation on a macintosh: 1. Place your handheld on the hotsync cradle. 2. Make sure hotsy...
Page 92: Categorizing Records
Page 82 using your basic applications the hotsync progress dialog box reappears and synchroniza- tion begins. 5. 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 han...
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Chapter 5 page 83 note: when you have an expansion card properly seated in the expansion card slot, the last item in the category pick list will be the name of the expansion card. You cannot otherwise categorize applications that reside on an expansion card. Address book contains the quicklist user-...
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Page 84 using your basic applications to display a category of records: 1. Tap the category pick list in the upper-right corner of the list screen. Note: in the date book agenda view, the pick list is in the upper right of the to do list. 2. Select the category you want to view. The list screen now ...
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Chapter 5 page 85 3. Tap new. 4. Enter the name of the new category, and then tap ok. 5. Tap ok. You can assign any of your records to the new category. To rename a category: 1. Tap the category pick list in the upper-right corner of the screen or list. 2. Tap edit categories. 3. Select the category...
Page 96: Finding Information
Page 86 using your basic applications 5. Tap ok. Tip: you can group the records in two or more categories into one category by giving the categories the same name. For example, if you change the name of the personal category to business, all records formerly in the personal category appear in the bu...
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Chapter 5 page 87 to look up an address book record: 1. Display the address list screen. 2. Enter the first letter of the name you want to find. The list scrolls to the first entry that begins with that letter. If you write another letter, the list scrolls to the first entry that starts with those t...
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Page 88 using your basic applications 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 be- fore your handheld finishes the search. To continue the search after you tap ...
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Chapter 5 page 89 5. Tap add. The name you selected, along with the other information associated with it, is pasted into the record you selected in step 1. Phone lookup tips write the graffiti command stroke “/l” to activate the phone lookup feature. You can also activate it in the following circums...
Page 100: Sorting Lists Of Records
Page 90 using your basic applications 3. Tap who. 4. Tap lookup. The attendees lookup screen displays all the names in your address book that have data in the company field. 5. Select the name you want to add, and then tap add. The name appears in the attendees screen. 6. Repeat steps 4 and 5 to add...
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Chapter 5 page 91 2. Tap show. 3. Tap the sort by pick list and select an option. 4. Tap ok. To sort records in address book, note pad, and memo pad: 1. Open 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:...
Page 102: Making Records Private
Page 92 using your basic applications to sort the note pad or memo list manually, tap and drag a memo or note to a new location 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 cli...
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Chapter 5 page 93 3. Tap the current privacy pick list and select hide records. 4. Tap ok to confirm that you want to hide private records. To mask all private records: 1. Tap the applications icon . 2. Tap security. 3. Tap the current privacy pick list and select mask records. 4. Tap ok to confirm ...
Page 104: Attaching Notes
Page 94 using your basic applications 2. Enter your password, and then tap ok. To unmask individual records: 1. Tap a masked record. 2. Do one of the following: if you do not have a password, a masked record becomes visi- ble. If you have a password, the show private records dialog box appears. Go t...
Page 105: Choosing Fonts
Chapter 5 page 95 6. Tap done. A small note icon appears at the right side of any item that has a note. To review or edit a note: 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 fon...
Page 106: Reviewing Reminders
Page 96 using your basic applications to change the font style: 1. Open an application. 2. Tap the menu icon . 3. Tap options, and then tap font. 4. Tap the font style you want to use. 5. Tap ok. Reviewing reminders you can set alarms to notify you of appointments, notes, and alarms in date book, no...
Page 107: Application-Specific Tasks
Chapter 5 page 97 5. Tap clear all to dismiss all reminders in the list. Note: if you tap done or snooze and view the reminder list later, the current time displays in the reminder bar and the original alarm time displays with each list item. Application-specific tasks date book when you open date b...
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Page 98 using your basic applications 2. Enter a description of the event. You can enter up to 255 characters. 3. If the event is one hour long, skip to step 5. If the event is longer or shorter than an hour, tap the time of the event to open the set time dialog box. Tip: you can also open the set t...
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Chapter 5 page 99 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 end time, the time is only displayed once. To schedule an event for another day: 1. Select th...
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Page 100 using your basic applications 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 ...
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Chapter 5 page 101 5. Tap a blank area on the screen to deselect the untimed event. Note: if you create an event and decide later that there is no particular start or end time, you can easily change it to an untimed event. Tap the time of the event in the date book screen, tap no time, and then tap ...
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Page 102 using your basic applications 3. Tap the alarm check box to select it. The default setting, 5 minutes, appears. 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 ...
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Chapter 5 page 103 chapter for details. For example, you set an alarm for an untimed event that occurs on february 4th. If the alarm is set for 5 minutes, the reminder message appears at 11:55 pm on the night of february 3rd. The reminder remains in the reminder list until you turn on your handheld ...
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Page 104 using your basic applications 7. Tap ok. After you schedule a repeating or continuous event, this icon appears to the far right of the event. Changing repeating or continuous events when you make changes to a repeating or continuous event, such as deleting or adding notes, or changing the t...
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Chapter 5 page 105 ■ if you change the date of an occurrence of a repeating event (e.G., from january 14th to january 15th) and apply the change to all occurrences, the new date becomes the start date of the repeating event. Your handheld adjusts the end date to maintain the duration of the event. I...
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Page 106 using your basic applications to display the week view: 1. Tap the week view button. 2. Tap the navigation controls to move forward or backward a week at a time, or tap on a column to display details of an event. Note: the week view also shows untimed events and events that are before and a...
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Chapter 5 page 107 ■ tap any day or date that appears at the top of the week view to move directly to that day without selecting an event. ■ the week view shows the time span defined by the start time and end time in the date book preferences settings. If you have an event before or after this time ...
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Page 108 using your basic applications 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 ...
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Chapter 5 page 109 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 also change the category of to do items shown. Click on the pick list to choose another category. See “to do list” for more information on working w...
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Page 110 using your basic applications display options allows you to change date book’s appearance and which events display. ■ show time bars. Activates the time bars that appear in the day view. The time bars show the duration of an event and illustrate event conflicts. ■ compress day view. Control...
Page 121: Address Book
Chapter 5 page 111 address book address book is the application in which you store name and address information about people or businesses. Creating an address book entry a record in address book is called an “entry.” you can create entries on your handheld, or you can use palm desktop software to c...
Page 122
Page 112 using your basic applications see “importing data” in chapter 2 and palm desktop online help for more information. To create a new address book entry: 1. Press the address book application button on the front of your handheld to display the address list. 2. Tap new. 3. Enter the last name o...
Page 123
Chapter 5 page 113 sacramento and san francisco in your address book. As you enter “s” sacramento appears, and as you continue entering “a” and “n” san francisco replaces sacramento. As soon as the word you want appears, tap in the next field to accept the word. 7. Tap the scroll arrows to move to t...
Page 124
Page 114 using your basic applications 4. Select a new label. Changing address entry details the address entry details dialog box provides a variety of options that you can associate with an entry. To open the address entry details dialog box: 1. Tap the entry whose details you want to change. 2. Ta...
Page 125
Chapter 5 page 115 address book menus address book menus are shown here for your reference, and address 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. The record and options menus differ dep...
Page 126
Page 116 using your basic applications preferences ■ remember last category. Determines how address book appears when you return to it from another application. If you select this check box, address book shows the last category you selected. If you clear it, address book displays the all category. ■...
Page 127: To Do List
Chapter 5 page 117 to do list a to do list item is a reminder of some task that you have to complete. A record in to do list is called an “item.” to create a to do list item: 1. Press the to do list application button on the front of your handheld to display the to do list. 2. Tap new. 3. Enter the ...
Page 128
Page 118 using your basic applications to set the priority of a to do list item: 1. Tap the priority number on the left side of the to do list item. 2. Tap the priority number that you want to set (1 is most important). Checking off a to do list item you can check off a to do list item to indicate t...
Page 129
Chapter 5 page 119 setting a due date you can associate a due date with any to do list item. You can also sort the items that appear in the list based on their due date. To set a due date for a to do list item: 1. In the details dialog box, tap “no date” to open the due date pick list. 2. Tap the da...
Page 130
Page 120 using your basic applications 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. 2. Select any of the following settings: show complete...
Page 131
Chapter 5 page 121 3. Tap ok. To do list menus to do list menus are shown here for your reference, and to do list features that are not explained elsewhere in this book are described here. See “using menus” in chapter 1 for information about choosing menu commands. Record menu options menu show due ...
Page 132: Note Pad
Page 122 using your basic applications note pad a record in note pad is called a “note.” you can assign each note a title and store up to 999 notes on your handheld. To create a new note: 1. Press the note pad application button on the front panel of your handheld to open a new note. Note: if note p...
Page 133
Chapter 5 page 123 2. Review or edit the contents of the note. 3. Tap done. Setting an alarm for a note you can set an alarm for a specific time and date to remind you to follow-up on a note. To set an alarm for a note: 1. Tap the note to which you want to assign an alarm. 2. Tap the menu icon . 3. ...
Page 134
Page 124 using your basic applications 7. Tap the year, month and date you want the alarm to sound. After you tap the date, the set alarm dialog box reappears. 8. Tap ok. 9. When the alarm goes off and the reminder message appears on screen, do one of the following: tap ok to permanently dismiss the...
Page 135: Memo Pad
Chapter 5 page 125 note pad menus note pad menus are shown here for your reference, and note pad features that are not explained elsewhere in this book are described here. See “using menus” in chapter 1 for information about choosing menu commands. The record and options menus differ depending on wh...
Page 136
Page 126 using your basic applications tip: in the memo list screen, you can also begin writing in the graffiti writing area to create a new memo. The first letter is automatically capitalized and begins your new memo. 4. Enter the text you want to appear in the memo. Use the carriage return stroke ...
Page 137
Chapter 5 page 127 memo pad menus memo pad menus are shown here for your reference, and memo pad features that are not explained elsewhere in this book are described here. See “using menus” in chapter 1 for information about choosing menu commands. The record and options menus differ depending on wh...
Page 138: Calculator
Page 128 using your basic applications calculator 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...
Page 139
Chapter 5 page 129 recent calculations the recent calculations command enables you to review the last series of calculations and is particularly useful for confirming a series of “chain” calculations. To display recent calculations: 1. Tap the menu icon . 2. Tap options, and then tap recent calculat...
Page 140: Clock
Page 130 using your basic applications options menus clock clock makes it easy for you to check the time and date, and provides a convenient travel alarm feature. See “customizing your handheld” in chapter 1 for details on setting the current date and time for all the applications on your handheld. ...
Page 141
Chapter 5 page 131 5. When the alarm reminder message 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 attenti...
Page 142: Expense
Page 132 using your basic applications expense expense enables you to record the date, expense type, and the amount that you spent. A record in expense is called an “item.” you can sort your expense items into categories or add other information that you want to associate with the item. To create an...
Page 143
Chapter 5 page 133 4. Enter the amount of the expense. 5. Tap the expense type pick list and select a type from the list. Note: as soon as you select an expense type, your 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 ...
Page 144
Page 134 using your basic applications 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. T...
Page 145
Chapter 5 page 135 4. Tap ok. Customizing the currency pick list you can select the currencies and symbols that appear in the currency pick list. To customize the currency pick list: 1. Tap the currency pick list in the receipt details dialog box, and then select edit currencies. 2. Tap each currenc...
Page 146
Page 136 using your basic applications 6. Tap ok. Defining a custom currency symbol if the currency you want to use is not in the list of countries, you can create your own custom country and currency symbol. To define a custom currency symbol: 1. Tap the menu icon . 2. Tap options, and then tap cus...
Page 147
Chapter 5 page 137 receipt details dialog box associated with that item. Show options show options define the sort order and other settings that relate to your expense items. To open the show options dialog box: 1. In the expense list, tap show. 2. Select any of the options. 3. Tap ok. Transferring ...
Page 148
Page 138 using your basic applications displaying the euro on your desktop computer when you perform a hotsync operation, the euro symbol is transferred to your desktop application like any other piece of data on your handheld. The symbol appears in your desktop application, however, only if you are...
Page 149
Chapter 5 page 139 tip: you can press ctrl+click to select multiple categories. To print the expenses associated with all of your expense categories, select all in the categories group. 4. If you want to define an end date for the expense report, enter the date in the end date box. Note: if you do n...
Page 150
Page 140 using your basic applications if you want to streamline or customize your expense reports, you can 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 templa...
Page 151
Chapter 5 page 141 3. Enter name, department, and other information as necessary for your expense report. 4. Click the templates menu; then select an expense template. Note: if you want to create your own custom expense template and have it appear in the templates menu, see appendix c for more infor...
Page 152
Page 142 using your basic applications preferences ■ use automatic fill. Lets you select an expense type 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 “telephon...
Page 153: Communicating Using
Chapter 6 page 143 chapter 6 communicating using your handheld the previous chapter described the features of your handheld that help you stay organized. This chapter describes the features that help you stay connected. ■ managing desktop e-mail: using your handheld, you can read, reply to, compose,...
Page 154
Page 144 communicating using your handheld in mail, you can do the following: ■ view, delete, file, and reply to incoming mail. ■ create outgoing e-mail items and drafts of e-mail items. ■ create simple or complex filters, which allow you to decide the type of e-mail that your handheld retrieves fro...
Page 155
Chapter 6 page 145 to set up mail on a windows computer: 1. Click start in the windows taskbar. 2. Highlight programs, highlight palm desktop software, and then click mail setup to begin setup. 3. Follow the instructions onscreen to set up your handheld for use with your desktop e-mail application. ...
Page 156: Viewing E-Mail Items
Page 146 communicating using your handheld note: changing the hotsync setting from the default affects only the next hotsync operation. Thereafter, the hotsync action reverts to the default setting. To change your mail setup options: 1. Click the hotsync icon in the windows system tray. 2. Choose cu...
Page 157: Creating E-Mail Items
Chapter 6 page 147 to open an e-mail item: ■ tap an e-mail item to open it. To close an e-mail item: ■ tap done to close the e-mail item. Displaying full header information by default, mail displays abbreviated header information, which comprises only the from: and subj: fields. The full header prov...
Page 158
Page 148 communicating using your handheld to create an e-mail item: 1. Tap new. Tip: you can also create an e-mail item by tapping new from the message menu. 2. Enter the e-mail address of the recipient. Note: enter the address as if you were entering it from your desktop e-mail application. For ex...
Page 159
Chapter 6 page 149 example, tap “to:”) to expand that field. Tap the done button to return to the new message screen. To reply to an e-mail item: 1. Tap an e-mail item in the message list to display it onscreen. 2. Tap reply. 3. Select whom you want to receive the reply: sender only, all recipients,...
Page 160: Looking Up An Address
Page 150 communicating using your handheld looking up an address to identify the recipient of an e-mail item, you need to enter that person’s e-mail address. You can do this either by entering the data directly into the field or by using the look up command to access the information in your address ...
Page 161
Chapter 6 page 151 adding details to e-mail items before you send your e-mail item, you can attach additional attributes to it, such as a signature or a priority level. These features are dependent on the desktop e-mail application you use. If your application does not support the attribute you sele...
Page 162
Page 152 communicating using your handheld setting a priority to set a priority for your e-mail item: 1. In the new message screen, tap details. 2. Tap the priority pick 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 d...
Page 163
Chapter 6 page 153 4. Tap the bcc: field and enter an address. Adding a signature to your e-mail item a signature consists of information about yourself that is appended to your e-mail item as its closing. For example, a signature can contain your name, address, phone and fax numbers, and any other ...
Page 164: Editing Unsent E-Mail
Page 154 communicating using your handheld 2. Tap the signature check box to select it and add your signature to the e-mail item. Note: the check box stays selected, so all subsequent e-mail items you create will also contain your signature until you deselect the signature option. 3. Tap ok. Note: t...
Page 165: Draft E-Mail
Chapter 6 page 155 to retrieve an e-mail item: 1. In the message list, tap outbox from the pick list in the upper-right corner. 2. Tap the e-mail item you want to retrieve. 3. Tap edit. Draft e-mail sometimes you may not want to send an e-mail item immediately; for example, you may want to add addit...
Page 166: Filing E-Mail
Page 156 communicating using your handheld 2. Tap the menu icon . 3. Tap message, and then tap save draft. To edit an e-mail item saved as a draft: 1. In the message list, tap draft from the pick list in the upper-right corner. 2. Tap the draft you want to display. 3. Tap edit. 4. Enter your changes...
Page 167: Deleting E-Mail
Chapter 6 page 157 3. Tap edit to display and modify the item. Tip: after you display and modify the e-mail item, you can send it, save it as a draft, or return it to the filed folder. Deleting e-mail your handheld stores deleted e-mail in the deleted folder until you perform the next hotsync operat...
Page 168: Message List Options
Page 158 communicating using your handheld to purge the contents of the deleted folder: 1. Tap the menu icon . 2. Tap message, and then tap purge deleted. 3. Tap yes. Note: you cannot restore e-mail items after you purge them. Message list options message list options enable you to manage the way th...
Page 169: Hotsync Options
Chapter 6 page 159 2. Tap the show date check box to select it. 3. Tap ok. Sorting the message list you can sort e-mail items by the date sent, by sender, or by subject. Note: high-priority e-mail items always appear first, no matter how you sort the list. To sort the message list: 1. In the message...
Page 170
Page 160 communicating using your handheld urgent e-mail during remote synchronization. Once defined, your handheld determines if synchronization is occurring locally or remotely and uses the appropriate settings for the hotsync operation. To open the hotsync options dialog box: 1. Tap the menu icon...
Page 171: Creating Special Filters
Chapter 6 page 161 the all setting does not mean that all information included in each e-mail item downloads to your handheld. Truncation settings (explained in a following section) for long e-mail items still apply. Also, mail never downloads any attachments to your handheld. The e-mail item and an...
Page 172
Page 162 communicating using your handheld ignoring or receiving e-mail the first step in establishing a special filter is to determine whether you want to ignore or retrieve e-mail that matches the information you specify. To define whether to ignore or receive e-mail: ■ tap the pick list in the ce...
Page 173
Chapter 6 page 163 defining filter strings e-mail items are filtered based on the information contained in their to:, from:, and subj: fields. The information that defines what your handheld is looking for is called a filter string . You create a filter string by listing the words you want your hand...
Page 174
Page 164 communicating using your handheld to define a filter string: 1. Tap a header field in the hotsync options dialog box. 2. Enter your filter string, using commas or spaces to separate the words. Do not add connectors, such as and or or, between words in a string. 3. If your string exceeds the...
Page 175: Truncating E-Mail Items
Chapter 6 page 165 2. Tap the retrieve all high priority check box to select it. 3. Tap ok. Note: this setting is applicable only if your e-mail application has the capacity to flag high-priority e-mail items. Truncating e-mail items the truncate feature lets you set a point at which long e-mail ite...
Page 176: Mail Menus
Page 166 communicating using your handheld mail menus mail menus are shown here for your reference, and mail features that are not explained elsewhere in this book are described here. See “using menus” in chapter 1 for information about choosing menu commands. Message menus the message menu varies d...
Page 177: Beaming Information
Chapter 6 page 167 beaming information your handheld is equipped with an ir (infrared) port that you can use to beam information to another palm os handheld that’s close by and also has an ir port. The ir port is located at the top of the handheld, behind the small dark shield. You can beam the foll...
Page 178
Page 168 communicating using your handheld inches) apart, and the path between the two handhelds must be clear of obstacles. Beaming distance to other palm os handhelds may be different. 5. Wait for the beam status dialog box to indicate that the transfer is complete before you continue working on y...
Page 179
Chapter 6 page 169 4. Tap yes. Tips on beaming information ■ you can set the full-screen pen stroke to beam the current entry. See “pen preferences” in chapter 8 for more information. ■ you can draw the graffiti command stroke to activate the command toolbar, and then tap the beam icon. ■ you can us...
Page 180
Page 170 communicating using your handheld.
Page 181: Advanced Hotsync
Chapter 7 page 171 chapter 7 advanced hotsync ® operations hotsync ® technology enables you to synchronize data between one or more palm os ® handhelds and palm™ desktop software or another pim such as microsoft outlook. To synchronize data, you must connect your handheld and palm desktop software. ...
Page 182
Page 172 advanced hotsync® operations 3. Click the general tab and select one of the following options: tip: if you’re not sure which option to use, keep the default setting: always available. 4. If you are using a serial cradle, click local tab to display the settings for the connection between you...
Page 183
Chapter 7 page 173 5. Click the modem tab to display the modem settings and adjust the options as needed. See “conducting a hotsync operation via modem” later in this chapter for more information. 6. If you are attached to a network, click the network tab to display the network settings and adjust t...
Page 184
Page 174 advanced hotsync® operations to set the hotsync options on a macintosh: 1. Double-click the hotsync manager icon in the palm folder. 2. Click the hotsync controls tab and select any of the following options: hotsync enabled/ disabled activates the serial port monitor and prepares your macin...
Page 185
Chapter 7 page 175 3. If you are using the optional serial cradle, click the serial port settings tab and select any of the following options. Note: if you are using the usb cradle, you do not need to adjust the settings on the serial port settings tab for a direct hotsync operation; they are automa...
Page 186
Page 176 advanced hotsync® operations local setup enables you to perform hotsync operations using the hotsync cradle that is connected to your macintosh. If you are using the usb cradle for a direct hotsync operation, you do not need to set these options; set them if you are using the optional seria...
Page 187
Chapter 7 page 177 note: you can set both local and modem settings and prepare your macintosh to synchronize using the hotsync cradle or a modem. However, choosing both setups prevents you from using either port for other operations such as printing, faxing, or appletalk networking. 4. Close the hot...
Page 188: Settings
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 th...
Page 189
Chapter 7 page 179 5. Click change. 6. Click the direction in which you want to write data, or click do nothing to skip data transfer for an application. Note: changing the hotsync setting from the default affects only the next hotsync operation. Thereafter, the hotsync actions revert to their defau...
Page 190
Page 180 advanced hotsync® operations 3. From the user pop-up menu, select the appropriate user name. 4. Select an application in the conduit list. 5. Click conduit settings. 6. Click the direction in which you want to write data, or click do nothing to skip data transfer for an application. Note: c...
Page 191: Ir Hotsync Operations
Chapter 7 page 181 ir hotsync operations your handheld is equipped with an infrared (ir) port that supports the ircomm implementation of the standards for infrared communication established by the infrared data association (irda). This means that not only can you beam data to another palm os handhel...
Page 192: Configuring Hotsync Manager
Page 182 advanced hotsync® operations to install the extensions for infrared communication on a macintosh: 1. Insert the palm desktop software cd-rom into the cd-rom drive on your macintosh. 2. Open the palm extras folder. 3. Open the irda files folder. 4. Open the install in your system folder. 5. ...
Page 193
Chapter 7 page 183 5. In the serial port drop-down box, select the simulated port that your computer uses for infrared communication. Note: see the documentation for your operating system for instructions on finding the simulated port. This information is usually located in the control panel. 6. Cli...
Page 194
Page 184 advanced hotsync® operations 5. Under local setup, select infrared port from the port pop-up menu. 6. Close the hotsync software setup window. Performing an ir hotsync operation after you complete the steps to prepare for performing an ir hotsync operation, it is easy to perform the actual ...
Page 195
Chapter 7 page 185 returning to cradle hotsync operations it’s easy to return to using the cradle for hotsync operations. Note: if your cradle is connected to a usb port, you can continue using it while hotsync manager is configured for infrared communication. Use the following instructions to retur...
Page 196: Modem
Page 186 advanced hotsync® operations conducting a hotsync operation via modem you can use a modem to synchronize your handheld when you are away from your computer. Note: the first hotsync operation must be local, using the cradle. After that, you can perform a modem hotsync operation. To perform a...
Page 197
Chapter 7 page 187 4. Click ok. 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 ...
Page 198
Page 188 advanced hotsync® operations to prepare a macintosh for a modem hotsync operation: 1. Confirm that the macintosh modem is connected and turned on, and that no communications applications, such as fax or telephony software, or appletalk networking are running on that serial port. Note: make ...
Page 199: Preparing Your Handheld
Chapter 7 page 189 preparing your handheld there are a few steps you must perform to prepare your handheld for a modem hotsync operation. To prepare your handheld for a modem hotsync operation: 1. Tap the applications icon . 2. Tap the hotsync icon . 3. Tap modem. 4. Tap the pick list below the icon...
Page 200: Operation
Page 190 advanced hotsync® operations note: if you plan to connect to your company’s dial-in server (network modem) instead of connecting to a computer modem, see “conducting a hotsync operation via a network” later in this chapter. 6. Enter the telephone number to access the modem connected to your...
Page 201
Chapter 7 page 191 note: applications that do not have a database (such as games) do not synchronize — even if you select the item in the conduit setup dialog box. 6. Tap ok. Performing a hotsync operation via a modem after you prepare your computer and your handheld, and select your conduit setup o...
Page 202: Via A Network
Page 192 advanced hotsync® operations conducting a hotsync operation via a network when you use the network hotsync technology, you can take advantage of the lan and wan connectivity available in many office environments. Network hotsync technology enables you to perform a hotsync operation by diali...
Page 203
Chapter 7 page 193 4. Click the network tab and make sure your user name has a check mark next to it. If the check mark is not there, click the check box next to your user name. 5. Click ok. 6. Put your handheld in the cradle and perform a hotsync operation. The hotsync operation records network inf...
Page 204
Page 194 advanced hotsync® operations 6. Tap ok. 7. Tap select service. Note: see “network preferences and tcp/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...
Page 205: Using File Link
Chapter 7 page 195 performing a network hotsync operation after you prepare your computer and your handheld, and select your conduit setup options, you are ready to perform a network hotsync operation. To perform a network hotsync operation: ■ tap the modem hotsync icon to begin the operation. Using...
Page 206: Creating A User Profile
Page 196 advanced hotsync® operations creating a user profile if you use the file link feature to configure several palm os handhelds with specific information (such as a company phone list) before distributing them to their actual users, you can create a user profile to load the data into an handhe...
Page 207
Chapter 7 page 197 to create a user profile on a macintosh: 1. Open palm desktop software. 2. From the user pop-up menu, choose edit users. 3. Click new profile. 4. Enter a unique name for the profile and click ok. 5. Close the users window. 6. From the user pop-up menu, choose the new profile. 7. C...
Page 208
Page 198 advanced hotsync® operations 5. Click yes to transfer all the profile data to the handheld. The next time you perform a hotsync operation, palm desktop software prompts you to assign a user name to the handheld. To use a profile for the first-time hotsync operation on a macintosh: 1. Connec...
Page 209: Setting Preferences For
Chapter 8 page 199 chapter 8 setting preferences for your handheld the preferences screens enable you to customize the configuration options on your handheld, including the following: general set the auto shut-off interval, the stay on in cradle feature, the system, alarm, and game sounds, the alarm...
Page 210: Viewing Preferences
Page 200 setting preferences for your handheld viewing preferences to open the preferences screens: 1. Tap the applications icon . 2. Tap the preferences icon . 3. Tap the pick list in the upper-right corner of the screen. 4. Select the preferences screen you want to view. Buttons preferences the bu...
Page 211: Pen Preferences
Chapter 8 page 201 tip: to restore all of the buttons to their factory settings, tap default. Pen preferences the buttons preferences screen enables you to change the assignment of the full-screen pen stroke. By default, the full-screen pen stroke activates graffiti help. To change the pen preferenc...
Page 212: Hotsync Buttons Preferences
Page 202 setting preferences for your handheld 3. Tap ok. Hotsync buttons preferences the buttons preferences screen also enables you to associate different applications with the hotsync button on the cradle and the hotsync button on the optional palmmodem ® accessory. Any changes that you make in t...
Page 213: Digitizer Preferences
Chapter 8 page 203 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...
Page 214: General Preferences
Page 204 setting preferences for your handheld time, date, week start, and numbers formats the time setting defines the format for the time of day. The time format that you select appears in all applications on your handheld. To select the time, date, week start, and numbers format: 1. Tap the time ...
Page 215
Chapter 8 page 205 to change the cradle setting: ■ tap the stay on in cradle check box to leave your handheld on when it is in the cradle. System, alarm, and game sounds your handheld uses a variety of sounds. The system, alarm, and game sound settings enable you to turn the sounds on or off, and to...
Page 216: Beam Receive
Page 206 setting preferences for your handheld beam receive you can choose to turn off the beam receive feature. This prohibits anyone from beaming information to your handheld. It also results in a slight saving of battery power. To change the beam receive setting: ■ tap the beam receive pick list ...
Page 217: Editing Connections
Chapter 8 page 207 editing connections the following example shows you how to edit the ir to phone connection to adjust the communication speed; you can similarly edit other connections or settings. You can use the ir to phone connection to perform a remote ir hotsync operation. To accomplish the ho...
Page 218
Page 208 setting preferences for your handheld 2. Tap details. 3. Tap the speed pick list and select the appropriate speed. 4. Enter the initialization 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 configu...
Page 219: Software
Chapter 8 page 209 network preferences and tcp/ip 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. B...
Page 220: Entering A User Name
Page 210 setting preferences for your handheld 2. Tap the predefined service template you want to use. Entering a user name the user name setting identifies the name you use when you log into your internet service provider or your dial-in server. Although this field can contain multiple lines of tex...
Page 221: Selecting A Connection
Chapter 8 page 211 ■ if you enter a password, your handheld 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 ...
Page 222: Adding Telephone Settings
Page 212 setting preferences for your handheld adding telephone settings when you select the phone field, your handheld opens a dialog box in which you define the telephone number you use to connect with your isp or dial-in server. In addition, you can also define a prefix, disable call waiting, and...
Page 223
Chapter 8 page 213 2. Enter the prefix. 3. Tap ok. Disabling call waiting call waiting can cause your session to terminate if you receive a call while you are connected. If your telephone has call waiting, you need to disable this feature before logging into your isp or dial-in server. To disable ca...
Page 224: Connecting To Your Service
Page 214 setting preferences for your handheld using a calling card the use calling card field enables you to use your calling card when dialing your isp or intranet server. Keep in mind that there is usually a delay before you enter your calling card number. When you define your calling card number...
Page 225: Service Template
Chapter 8 page 215 to close a connection: ■ tap disconnect to terminate the connection between your handheld and your service. Creating additional service templates you can create additional service templates from scratch or by duplicating existing templates and editing information. After you create...
Page 226
Page 216 setting preferences for your handheld 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 timeou...
Page 227
Chapter 8 page 217 defining primary and secondary dns the domain naming system (dns) is a mechanism in the internet for translating the names of host computers into ip addresses. When you enter a dns number (or ip address), you are identifying a specific server that handles the translation services....
Page 228: Login Scripts
Page 218 setting preferences for your handheld to identify dynamic ip addressing: ■ tap the ip address check box to select it. To enter a permanent ip address: 1. Tap the ip 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...
Page 229
Chapter 8 page 219 ■ in the login script dialog box 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 d for more information. Creating a login script on your handheld you can create...
Page 230
Page 220 setting preferences for your handheld 4. Repeat steps 2 and 3 until the login script is complete. 5. Tap ok. Wait for tells your handheld to wait for specific characters from the tcp/ip server before executing the next command. Wait for prompt detects a challenge-response prompt coming from...
Page 231: Plug-In Applications
Chapter 8 page 221 plug-in applications you can create plug-in applications containing script commands that extend the functionality of the built-in script commands. A plug-in application is a standard prc application that you install on your handheld just like any other application. After you insta...
Page 232: Tcp/ip Troubleshooting
Page 222 setting preferences for your handheld options menu tcp/ip troubleshooting if you are having a problem establishing a network connection using tcp/ip, check this section and try the suggestions listed. Displaying expanded service connection progress messages it’s helpful to identify at what ...
Page 233: Owner Preferences
Chapter 8 page 223 owner preferences the owner preferences screen enables you to record a name, company name, phone number, or any other information that you want to associate with your handheld. If you use the security application to turn off and lock your handheld with a password, information that...
Page 234: Creating A Shortcut
Page 224 setting preferences for your handheld creating a shortcut you can create a shortcut for any words, letters, or numbers. All shortcuts you create appear on the list in the shortcut preferences screen. All the shortcuts are available in any of your handheld applications and are backed up on y...
Page 235: Editing A Shortcut
Chapter 8 page 225 editing a shortcut after you create a shortcut, you can modify it at any time. To edit a shortcut: 1. Tap the shortcut you want to edit. 2. Tap edit. 3. Make the changes you want and tap ok. Deleting a shortcut if you no longer need a shortcut, you can delete it from the list of s...
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Page 226 setting preferences for your handheld.
Page 237: Maintaining Your
Appendix a page 227 appendix a maintaining your handheld this chapter provides information on the following: ■ proper care of your handheld ■ prolonging battery life ■ resetting your handheld caring for your handheld your handheld is designed to be rugged and reliable and to provide years of trouble...
Page 238: Battery Considerations
Page 228 maintaining your handheld battery considerations please note the following considerations for the battery in your handheld: ■ under normal conditions, your handheld battery should remain charged by placing it in the cradle for just a few minutes each day. You can conserve battery life by mi...
Page 239: Resetting Your Handheld
Appendix a page 229 resetting your handheld under normal circumstances, you will not have to use the reset button. On rare occasions, however, your handheld may no longer respond to buttons or the screen. In this case, you need to perform a reset to get your handheld running again. Performing a soft...
Page 240: Performing A Hard Reset
Page 230 maintaining your handheld performing a hard reset with a hard reset, all records and entries stored in your handheld are erased. Never perform a hard reset unless a soft reset does not solve your problem. Note: you can restore any data previously synchronized with your computer during the n...
Page 241
Appendix a page 231 3. Select the appropriate user name from the list. 4. Select an application in the conduit list. 5. Click change. 6. Select desktop overwrites handheld. Note: changing the hotsync setting from the default affects only the next hotsync operation. Thereafter, the hotsync actions re...
Page 242
Page 232 maintaining your handheld to restore your data from a macintosh after a hard reset: 1. Double-click the hotsync manager in the palm folder. 2. From the hotsync menu, choose conduit settings. 3. From the users pop-up menu, select the appropriate user name. 4. Select an application from the l...
Page 243: Frequently Asked
Appendix b page 233 appendix b frequently asked questions if you encounter a problem with your handheld, do not call technical support until you have reviewed the following list of frequently asked questions, and you have also reviewed the following: ■ the readme file located in the folder where you...
Page 244
Page 234 frequently asked questions software installation problems problem solution the palm desktop installer menu did not appear when i inserted the cd-rom into my windows computer. 1. Click the start button. 2. Choose run from the start menu. 3. Click browse. 4. Locate your cd-rom drive and selec...
Page 245: Operating Problems
Appendix b page 235 operating problems problem solution i don’t see anything on my handheld’s screen. Try each of these in turn: ■ press an application button to ensure your handheld is turned on. ■ tap the contrast icon in the upper- right corner of the graffiti ® writing area, if your handheld sup...
Page 246
Page 236 frequently asked questions i get a warning message telling me my handheld memory is full. ■ purge records from date book and to do list. This deletes to do list items and past date book events from the memory of your handheld. See “purging records” in chapter 5. You may need to perform a ho...
Page 247
Appendix b page 237 tapping and writing problems problem solution when i tap the buttons or screen icons, my handheld activates the wrong feature. Calibrate the screen. See “digitizer preferences” in chapter 8. When i tap the menu icon , nothing happens. Not all applications or screens have menus. T...
Page 248: Application Problems
Page 238 frequently asked questions application problems problem solution i tapped the today button, but it does not show the correct date. Your handheld is not set to the current date. Make sure the set date box in the date and time preferences screen displays the current date. See “customizing you...
Page 249: Hotsync Problems
Appendix b page 239 hotsync problems problem solution i cannot do a hotsync operation; what should i check to make sure i am doing it correctly? ■ make sure the hotsync cradle is connected securely. On a windows computer try these steps: ■ check the windows system tray to make sure the hotsync manag...
Page 250
Page 240 frequently asked questions i did a hotsync operation, but one of my applications did not synchronize. ■ on a windows computer, click the hotsync manager and choose custom. Check that the correct conduit is active. ■ on a macintosh, double-click the hotsync manager icon. From the hotsync men...
Page 251
Appendix b page 241 i tried to do a local hotsync operation, but it did not complete successfully. (continued) on a windows computer, try each step in turn: ■ make sure hotsync manager is running. If it is running, close it, and restart it. ■ make sure you selected local usb or local serial, as appr...
Page 252
Page 242 frequently asked questions i tried to do a local hotsync operation, but it did not complete successfully. (continued) ■ if you are using the optional serial cradle, make sure you aren’t running a program, such as america online, fax or telephony software, or appletalk networking that uses t...
Page 253
Appendix b page 243 i tried to do a modem hotsync operation, but it did not complete successfully. (continued) ■ make sure you are not running another program, such as winfax, compuserve, or america online that uses the serial port you selected in the setup dialog box. ■ make sure your modem resets ...
Page 254
Page 244 frequently asked questions i tried to do a modem hotsync operation, but it did not complete successfully. (continued) ■ if the telephone line you are using has call waiting, make sure you selected the disable call waiting option under modem sync phone setup on your handheld and entered the ...
Page 255
Appendix b page 245 my handheld appears to freeze when i place it near my computer. Move your handheld away from the computer’s infrared port. When i press the hotsync button on the cradle, nothing happens on palm desktop software and my handheld times out. ■ make a copy of your palm folder. Uninsta...
Page 256: Beaming Problems
Page 246 frequently asked questions beaming problems i want to synchronize my computer with more than one handheld. ■ if the computer running palm desktop software synchronizes with more than one handheld, each handheld must have a unique name. Assign a user name to your handheld the first time you ...
Page 257: Recharging Problems
Appendix b page 247 recharging problems password problems problem solution when i place my handheld in the cradle, the led indicator does not go on. ■ confirm that your handheld is well seated in the cradle. ■ confirm that your recharger cable is properly connected to the back of the cradle’s usb or...
Page 258: Technical Support
Page 248 frequently asked questions technical support if, after reviewing the sources listed at the beginning of this appendix, you cannot solve your problem, contact your regional technical support office by e-mail, phone, or fax. Before requesting support, please experiment a bit to reproduce and ...
Page 259: Appendix C
Appendix c page 249 appendix c creating a custom expense report this section explains how to modify existing expense application templates and how to create your own custom expense report templates for use with the expense application. Note: this section assumes that you are familiar with microsoft ...
Page 260
Page 250 creating a custom expense report customizing existing sample templates four sample expense report templates come with palm desktop software. These templates are stored in the template folder (which is in the same folder as the palm desktop software application). If the layout of one (or mor...
Page 261: Report
Appendix c page 251 5. Click the save as type drop-down list and choose template (*.Xlt). 6. Navigate to the template folder (in the palm desktop software directory). Note: if you do not need to change the maptable.Xls file, save the template file with its original file name (e.G., sample2.Xlt). If ...
Page 262
Page 252 creating a custom expense report common for an expense report to have more than one section. For example, the following sample expense report named sample3.Xlt contains several sections. Because your expense data maps to row and column areas of your final report, different sections require ...
Page 263
Appendix c page 253 column headings option in the sheet settings of the page setup command. This enables you to quickly determine the size of the section(s), as well as the numbers for the start rows and columns. ■ on the printed copy, identify the data sections. A section is an area of data with co...
Page 264
Page 254 creating a custom expense report 4. From the edit menu, choose copy. 5. Scroll down to a blank area of the maptable.Xls file (below the rows used for sample4.Xlt), and click on a row number to select a blank row. 6. From the edit menu, choose paste. A copy of the rows you selected in step 3...
Page 265
Appendix c page 255 you may add or delete rows as necessary so that the total number of rows corresponds to the number of sections in your custom expense report. To clear all of the existing settings in a row, click to select the row and press ctrl+delete. Name each row to correspond to a section of...
Page 266
Page 256 creating a custom expense report dates appears in the light blue columns (14–17). In the date cell, enter the row or column number where all the date information will be placed. In the dates cell, enter the number of blank columns (or rows) separating the date fields. If there are no blank ...
Page 267: Excel
Appendix c page 257 snacks. In the previous example, all expense items would be populated into row/column 4 of the custom expense report. 14. Complete the table. All of the remaining columns (49–57) in the table are used to define the column or row number that corresponds to the description. 15. Mar...
Page 268: Expense File Details
Page 258 creating a custom expense report expense file details the expense.Txt file contains four groups of data. It will be easier to see these four distinct groups of data if you open the file with a spreadsheet application. Trips shows the number of expense application categories, and lists each ...
Page 269: Non-Ascii Characters
Appendix d page 259 appendix d non-ascii characters for login scripts the following information enables you to create custom login scripts that require non-ascii characters. It is provided for advanced users who understand the use and requirements of such characters in a custom login script. Use of ...
Page 270
Page 260 non-ascii characters for login scripts examples: ■ \^ includes a caret as part of the string ■ \ includes a ■ \\ includes a backslash as part of the string.
Page 271: Fcc Statement
Product regulatory information page 261 product regulatory information fcc statement this device complies with part 15 of the fcc rules. Operation is subject to the following two conditions: (1) this device may not cause harmful interference, and (2) this device must accept any interference received...
Page 272: Canadian Ices-003 Statement
Page 262 product regulatory information canadian ices-003 statement this class b digital apparatus meets all requirements of the canadian interference- causing equipment regulations. Cet appareil numérique de la classe b respecte toutes les exigences du réglement sur le matériel brouilleur du canada...
Page 273
Product regulatory information page 263 advarsel eksplosjonsfare ved feilaktig skifte av 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 g...
Page 274
Page 264 product regulatory information.
Page 275: Index
Index page 265 index a aba (address book archive file) 39 accented characters graffiti writing 35 onscreen keyboard 38 add-on applications 46–51 address book *if found call* entry 113 adding custom fields 116 archive files (.Aba) 39 business card for beaming 167 categorizing records 83 conduit for s...
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Page 266 index see also infrared bold font for text 95 business card for beaming 167 buttons preferences 200 c calculator buttons explained 128–129 memory 128 opening 72 overview 71 recent calculations 71, 129 calibration 15, 203, 237 call waiting, disabling 190, 213 calling card, using in phone set...
Page 277
Index page 267 to do list items 117 currency default 135 defining 136 for expense items 134, 135 current date 238 current time 18 custom currencies and symbols 136 expense reports 249–258 fields in address book 116 customizing. See preferences cutting text 75 cycling through views 68, 69, 70, 71 d d...
Page 278
Page 268 index see also pim dialing 115 digitizer 15, 203, 237 dns (domain naming system) 217 double-booked events 107 draft e-mail 155 dragging memos into other applications 71 stylus to activate features 201 using the stylus 15 e editing records 73–75 unsent e-mail 154 e-mail addresses in address ...
Page 279
Index page 269 formats preferences 203 frozen handheld 236 g games 205 general preferences alarm led setting 205 alarm sounds 205 alarm vibrate setting 205 auto-off delay 204 system sounds 205 glossary. See graffiti shortcuts graffiti accented characters 35 alphabet 29, 31 basic concepts 29 capital ...
Page 280
Page 270 index infrared connections 207 hotsync operations 182–184, 207–208 port 5, 181 problems with ir hotsync operations 244 requirements for computer 181 initialization string 208 installing applications 46–50 conduit to install applications 178 desktop software 13 mail. See mail, desktop config...
Page 281
Index page 271 synchronizing 146 truncating 165 viewing e-mail 146 maintenance information 227 masking records 92 memo pad adding address book data to records 88–89 archive files (.Mpa) 39 categorizing records 82 conduit for synchronizing 178 creating records 73, 125 deleting records 75, 104 draggin...
Page 282
Page 272 index o 1-2-3, for expense reports 257 onscreen keyboard 22, 37, 75 pen stroke to open 201 opening address book 69 applications 17–18 calculator 72 clock 73, 130 date book 68 expense 72 mail 146 memo pad 71 note pad 70 to do list 70 organizer (lotus pim) 39 outbox 154, 158 outlook, connecti...
Page 283
Index page 273 q quattro pro, for expense reports 257 r range of times in day view 111 reading e-mail on handheld 146 receipts, recording in expense 134 receiving data. See beaming information recharging the battery 11, 204 records address book 111 beaming 167–168 choosing categories 82 creating 73 ...
Page 284
Page 274 index e-mail 147–149, 154 serial port 173, 176, 177, 186, 188 service selecting for network 209 templates 215, 221 settings. See preferences shortcuts backing up 178 managing 224–225 menu commands 20 predefined 37 using 37 showing dates in mail list 158 signature for e-mail 153–154 soft res...
Page 285
Index page 275 pen stroke for 202 problems with 236 turning on handheld application buttons 6 displaying owner’s name 223 power button 5 problems with 235 u undoing actions 74 uninstalling desktop software 51 universal connector 9, 59, 206 unresponsive handheld 236 unsent e-mail, editing 154 untimed...
Page 286
Page 276 index.