|
Handbook
for the
Palm IIIc™ Organizer
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Contents
About This Book
What is a Palm IIIc organizer? ........................................................3
Tap with the stylus to get things done .........................................15
Elements of the organizer interface ..............................................16
Customizing your organizer..............................................................24
Using Graffiti writing to enter data ..................................................27
Writing Graffiti characters .............................................................27
Graffiti tips .......................................................................................29
The Graffiti alphabet .......................................................................30
Writing capital letters .....................................................................30
Writing symbols and extended characters ..................................33
Writing accented characters ..........................................................34
Accent strokes ..................................................................................34
Additional non-English characters ...............................................34
Navigation strokes ..........................................................................35
Graffiti ShortCuts ............................................................................35
Using the onscreen keyboard ............................................................36
Using your computer keyboard ........................................................37
Importing data .....................................................................................37
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Security................................................................................................. 46
Date Book .........................................................................................50
To Do List .........................................................................................52
Memo Pad ........................................................................................ 53
Calculator .........................................................................................53
Expense ............................................................................................ 54
Common tasks..................................................................................... 55
Creating records .............................................................................. 55
Editing records ................................................................................ 55
Deleting records .............................................................................. 57
Purging records ............................................................................... 58
Finding records ............................................................................... 64
Attaching notes ............................................................................... 72
Choosing fonts ................................................................................ 73
Application-specific tasks.................................................................. 74
Date Book .........................................................................................74
Address Book ..................................................................................88
To Do List .........................................................................................93
Memo Pad ........................................................................................ 98
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Calculator .......................................................................................101
Expense ...........................................................................................103
Storing e-mail to be sent later ......................................................126
Draft e-mail ....................................................................................127
Filing e-mail ...................................................................................128
Message list options ......................................................................130
Creating special filters ..................................................................133
Truncating e-mail items ...............................................................137
Mail menus .....................................................................................138
Customizing HotSync application settings ...................................146
Configuring HotSync Manager for infrared communication .151
Performing an IR HotSync operation .........................................152
Preparing your organizer .............................................................155
Selecting the conduits for a modem HotSync operation .........156
Performing a HotSync operation via a modem ........................157
Conducting a HotSync operation via a network ..........................158
Connecting to your company’s dial-in server ...........................158
Performing a network HotSync operation ................................161
Using File Link...................................................................................161
Creating a user profile ......................................................................162
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Viewing preferences......................................................................... 165
Pen preferences ............................................................................. 166
Digitizer preferences ........................................................................ 168
Formats preferences ......................................................................... 168
Country default ............................................................................. 169
General preferences .......................................................................... 170
Cradle settings ............................................................................... 170
Beam Receive ................................................................................. 171
Connection preferences.................................................................... 172
Selecting a service ......................................................................... 175
Owner preferences............................................................................ 189
Editing a ShortCut ........................................................................ 191
Appendix A: Maintaining Your Organizer
Caring for your organizer................................................................ 193
Battery considerations......................................................................195
Resetting your organizer .................................................................195
Performing a soft reset .................................................................195
Performing a hard reset ...............................................................196
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Appendix B: Frequently Asked Questions
Recharging problems ........................................................................210
Technical support ..............................................................................212
About mapping tables ......................................................................213
Customizing existing sample templates ........................................214
Labels ..............................................................................................215
Sections ...........................................................................................216
Analyzing your custom Expense Report .......................................217
Programming the mapping table....................................................218
Using applications other than Microsoft Excel .............................222
Use of ^char .......................................................................................223
Carriage return and line feed ..........................................................223
Literal characters ...............................................................................224
Product Regulatory Information
FCC Statement ...................................................................................225
Canadian ICES-003 Statement .........................................................226
CE Compliance Statement................................................................226
Battery Warning ................................................................................226
Index
........................................................................................................ 229
Contents
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About This Book
Welcome to the Palm IIIc™ connected organizer. This handbook is
designed to help you get up and running quickly on your organizer.
It describes all you need to know about how to use your Palm IIIc
organizer and the applications that come with it.
It walks you through:
■
■
■
■
Locating all the parts of your organizer
Viewing and entering data
Using your organizer with your computer
Personalizing your organizer with your own preference settings
After you become familiar with the basic functionality of your
organizer, you can use the rest of this handbook as a reference for less
common tasks, for maintaining your organizer, and also as a source of
information if you have problems operating it.
About This Book
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Chapter 1
Introduction to Your
™
Palm IIIc Organizer
This chapter explains the physical buttons and controls on your
Palm IIIc™ connected organizer, how to use your organizer for the
®
first time, and how to use HotSync technology to synchronize your
organizer and Palm™ Desktop organizer software.
Getting to know your Palm IIIc organizer
What is a Palm IIIc organizer?
With your Palm IIIc organizer, you will no longer have trouble getting
to meetings and appointments on time, remembering people’s names
and personal details, or tracking all the items on your To Do list. Your
organizer can help you improve your track record in all these areas,
both at work and at home.
You can enter all your scheduled events in Date Book, and set an
alarm to remind you of important meetings. You can view scheduled
events by the day, week, or month, and you also have an agenda view
for displaying current events and To Do items at the same time. Keep
all your contact names, addresses, phone numbers, and other details
in Address Book, so you can find them as soon as you need them. Add
your tasks to To Do List, prioritize them so you don’t overlook them,
and assign them a due date.
To make sure you don’t lose any of this important information, you
can synchronize your data with Palm Desktop software on your
computer so you always have a backup copy. You can set different
levels of security for your organizer so unauthorized eyes cannot view
your data.
When you are out of the office, track your expenses for your expense
reports; then transfer the data to your computer to print it out. You can
write, edit, and view your e-mail, and then synchronize your e-mail
with your desktop E-Mail application when you return to your office.
Chapter 1
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System requirements
To install and operate Palm Desktop software, your computer system
must meet the following requirements:
Minimum requirements
■
■
■
Windows 95, Windows 98, or Windows NT 4.0
IBM-compatible 486 computer or higher
8 MB RAM (memory) minimum,
16 MB recommended
■
■
■
20 MB available hard disk space
VGA monitor or better
CD-ROM drive (you can also download the Palm Desktop
software from http:/ / www.palm.com, or order 3.5" diskettes from
Palm Computing)
■
■
Mouse
®
One available serial port or USB port (PalmConnect USB Kit sold
separately)
Optional equipment
®
■
■
■
Modem (such as a PalmModem accessory)
Windows-compatible printer
Infrared communication device
Macintosh compatibility
You can connect your organizer to your Macintosh using the
®
PalmConnect Serial Kit or PalmConnect USB Kit (sold separately).
Upgrade Information
®
If you already own a Palm Computing handheld, we recommend
that you install the version of Palm Desktop software that comes with
your new Palm IIIc organizer into the same folder as your current
Palm Desktop software. When you install the new version in the same
folder as the previous version, all your data is preserved. If you use
another personal information manager (PIM), you still need to install
Palm Desktop software in order to add HotSync Manager, conduit
software, and other features of Palm Desktop software to your
computer.
You perform HotSync operations in exactly the same way, so you can
quickly synchronize your old data with your new organizer.
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To upgrade:
1. Read the Getting Started guide for an overview of the complete
installation process.
2. Synchronize your old organizer with your old Palm Desktop
organizer is on your desktop computer.
3. (Optional) To ensure against any data loss, go to the folder that
stores Palm Desktop software, copy the folder and all its contents,
rename it (for example, Palm Backup), and store the copy outside
the Palm Desktop software folder.
4. Follow the installation instructions in “Installing Palm Desktop
software” later in this chapter. Be sure to install the new software
in the same folder as the old software.
HotSync Manager and choose Custom.
Note:
Be sure your username appears in the box at the top of the
Custom dialog box. If not, select your username.
6. For all conduits, click Change and select the option Desktop
overwrites handheld. Then click Done. See “Customizing HotSync
application settings” in Chapter 6 for more information.
7. Place your new organizer in the cradle and press the HotSync
button. If the Select User dialog box appears, select your username.
Note:
If you customized the modem setup on your old
organizer, you must re-enter the modem init string.
Any passwords you set on your old organizer are not
restored during this HotSync operation. Records you
previously marked Private are still marked Private, but
you need to reenter a password on your new organizer.
Each organizer must have a unique name
After you complete the upgrade process described above, you have
two organizers with the same name. This is an undesirable situation.
Each organizer must have a unique name in order to prevent
unexpected results during HotSync operations and other
complications.
We strongly recommend that you perform a hard reset on your old
organizer. See “Performing a hard reset” in Appendix A for details.
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A hard reset not only erases all data from the old organizer; it also
erases the name and makes that organizer a clean slate, ready to
receive a new name. The next time you perform a HotSync operation
with this old organizer, you are asked to give it a name. Be sure to give
it a unique name.
Palm IIIc components
Locating front panel controls
Battery
charge light
Screen
Graffiti writing area
Scroll button
Power button/
Application buttons
Brightness control
Power
Turns your organizer on or off and controls the
brightness.
button/
Brightness
control
If your organizer is turned off, pressing the power
button turns the organizer on and returns you to the
last screen you viewed. Press the power button to
turn the organizer off.
If you have difficulty seeing the information
onscreen, use the brightness control to adjust the
screen depending on the lighting conditions where
you use your organizer. Press the power button and
hold it down for about two seconds to access the
Brightness dialog box. You can conserve battery life
by reducing the brightness level of the display.
Battery
charge light
Illuminates when the organizer is in the cradle and
the battery is charging. When the battery is fully
charged, the light turns off.
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Organizer
screen
Displays the applications and information stored in
your organizer. It is touch-sensitive and responds to
the stylus.
®
Graffiti
The area where you write letters and numbers using
®
writing
area
the Graffiti alphabet. See Chapter 2 to learn how to
write Graffiti characters.
Scroll
button
Displays text and other information that extends
beyond the area of the organizer screen. Pressing the
information below the viewing area, and pressing the
upper half of the button scrolls up to view the
information above the viewing area.
Application
buttons
Activates the individual organizer applications that
correspond to the icons on the buttons: Date Book,
Address Book, To Do List, and Memo Pad. See
“Buttons preferences” in Chapter 7 for details on
reassigning these buttons to activate any application
on your organizer.
Tip:
If your organizer is turned off, pressing any
application button activates the organizer and
opens the corresponding application.
Using the onscreen brightness control
You may need to make adjustments by changing the amount of
brightness on the screen.
To adjust the brightness:
1. Press the power button and hold it down for about two seconds.
2. Do one of the following:
To change the brightness in small increments, tap to the left or
right of the slider.
To change the brightness in larger increments, drag the slider to
the left or right.
Tip:
You can also press the scroll button to move the slider
incrementally.
3. Tap Done.
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Protective flip cover
The cover protects the organizer screen when it is not in use and helps
reduce glare while you use your organizer. You can open the cover so
that it is at an angle, open it fully, or remove it altogether by pulling
the cover out of the holes on the sides of the organizer. To reattach the
cover, reinsert the pegs in the holes.
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Locating back panel components
IR port
Reset
button
Stylus
Serial
connector
Stylus
the slot and hold it as you would a pen or pencil.
IR port
Uses infrared technology to transmit data to and
®
receive data from other Palm Computing
platform handhelds, and to perform HotSync
operations. See “Beaming information” in
Chapter 5 and “IR HotSync operations” in
Chapter 6 for more information.
Reset button
Under normal use, you should not have to use
the reset button. See Appendix A for information
about when and how to use the reset button.
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Serial connector
Connects your organizer to the cradle, which in
turn connects to the back of your computer and
through the AC adapter to the wall current. This
allows you to recharge your organizer as well as
update the information between your organizer
and computer using HotSync technology.
Note:
The cradle must be plugged into the
serial (COM) port at the back of your
computer.
Your organizer requires a dedicated port. It
cannot share a port with an internal modem or
other device. If you are unsure about the exact
location of the serial port on your computer, refer
to the user’s manual supplied with the computer.
Important:
Only use the AC adapter that came
with your organizer. Other adapters
could damage your organizer and
will void the warranty.
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An additional connection is made from the back
of the cradle’s serial (COM) port connector to the
AC adapter which plugs into any AC current
outlet.
AC adapter
Recharging the battery
Your organizer contains a Lithium-ion battery that is recharged each
time you place the organizer in the cradle. Just place your organizer in
the cradle for approximately four hours for an initial charge before
you use it. Then place it in the cradle for minutes each day to recharge
the battery to full capacity. A full charge will last up to two weeks with
normal use. When you charge the battery, the battery icon on your
organizer changes to a battery charging icon.
Battery icon
Battery charging icon
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As the battery gets low, the battery icon indicates a low charge. Before
the battery drains completely, perform a HotSync operation and then
recharge the battery as soon as possible. If your organizer shuts down
before recharging, you still have about a week to recharge the battery
before you lose the data on your organizer.
Viewing data while in the cradle
You can set a preference so that you can continue to view data while
your organizer is in the cradle and while the battery is being
recharged. See “General preferences” in Chapter 7 for more
information.
Note:
Turn your organizer off to fully recharge the battery.
Palm Desktop organizer software
Palm Desktop software extends many of the functions of your
organizer to your computer and serves to back up your data. Viewing
and editing your data using Palm Desktop software is optional.
However, when you use it with your organizer and the built-in
HotSync technology, you can fully synchronize the information on
your organizer with the information on your computer.
It is a good idea to back up your data in case something happens to the
data on your organizer. Changes you make on your organizer or Palm
Desktop software appear in both places after you synchronize.
With Palm Desktop software, you can do the following:
■
Work with your organizer applications on your computer. Palm
List, and Memo Pad applications on your organizer, so you can
view, enter, and modify any data stored on your organizer.
■
Back up the data stored on your organizer with HotSync
software. Synchronization is a one-step procedure that ensures
your data is always safe and up-to-date. See “Exchanging and
updating data: HotSync operations” in Chapter 4 for more
information.
■
■
Import and export data, so you can easily transfer data from other
desktop applications into any of your main applications. See
“Importing data” in Chapter 2 for more information.
Print your Date Book, Address Book, To Do List, and Memo Pad
information on any printer.
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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 for information about how to use the software.
To ensure a safe and uninterrupted installation of Palm Desktop
software, please do the following before installing:
■
■
Turn off your computer and connect the cradle to it.
If you are installing from diskettes (rather than the CD-ROM
included in the box), make sure the original Palm Desktop
software diskettes are write-protected, and then make backup
copies of them. When you finish, use the copies to install the
software, and store the original diskettes in a safe place. Refer to
your computer’s manual or operating system documentation if
you need information about locking or copying diskettes.
■
Do not simply copy the Palm Desktop software files to your
computer’s hard disk. You must use the installer to place the files
in their proper locations and to decompress the files.
To install Palm Desktop software:
1. Exit any open programs, including those that run automatically at
startup such as Microsoft Office, and disable any virus-scanning
software.
2. Insert the Palm Desktop software CD-ROM into the computer’s
CD-ROM drive (or insert the diskette labeled Setup into the
diskette drive).
3. When the Palm Desktop Installer Menu appears, click the Install
button to begin the installation procedure.
4. Follow the onscreen instructions to complete the installation.
During installation you will be asked to insert your organizer into
the cradle.
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Using your organizer with another PIM
If you prefer to use another personal information manager (PIM), such
as Microsoft Outlook, you still need to install Palm Desktop software
in order to add HotSync Manager, the connection software, and other
features of Palm Desktop software to your computer. The connection
software, called a conduit, lets you synchronize the data between your
organizer and your PIM.
If the installation program detects that you have Microsoft Outlook on
your computer, the program lets you choose between installing Palm
Desktop software or installing the conduit for Outlook so that you can
use that application as your PIM.
For information on the availability of conduit software for the PIM
you use, contact the vendor of your PIM or visit the web site
http:/ / www.palm.com.
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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 organizer screen is the basic action that
gets things done on your organizer.
The first time you start your organizer, setup instructions appear on
the screen. These instructions include a calibration screen, or digitizer.
Calibration aligns the internal circuitry of your organizer with its
touch-sensitive screen so that when you tap an element on the screen,
the organizer can detect exactly which task you want to perform.
Important
: Always use the point of the stylus for tapping or making
strokes on the organizer screen. Never use an actual pen,
pencil, or other sharp object to write on the organizer
screen.
With your organizer turned on, you can tap the organizer screen to do
many operations, such as the following:
■
■
■
■
■
Open applications
Choose menu commands
Initiate a global Find operation
Select options in dialog boxes
Open the onscreen keyboards
Just as you can drag the mouse to select text or move objects on your
computer, you can also drag the stylus to select text. You can also use
the stylus to drag the slider of any scroll bar.
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Elements of the organizer interface
Pick list
Menu
bar
Check
box
Command
buttons
Icons
Menu bar
A set of commands that are specific to the application.
Not all applications have a menu bar.
Command
buttons
Tap a button to perform a command. Command
buttons appear in dialog boxes and at the bottom of
application screens.
Icons
Tap the icons to open applications
, menus
,
Calculator
.
, and to find text anywhere in your data
abc
With the cursor in an input field, tap the dot to
activate the alphabetic keyboard.
123
With the cursor in an input field, tap the dot to
activate the numeric keyboard.
Check box
When a check mark appears in a check box, the
corresponding option is active. If a check box is
empty, tapping it inserts a check mark. If a check box
is checked, tapping it removes the check mark.
Pick list
Page 16
Tap the arrow to display a list of choices, and then tap
an item in the list to select it.
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Scroll
bar
Previous/next
arrows
Scroll bar
Drag the slider, or tap the top or bottom arrow, to
scroll the display one line at a time. To scroll to the
previous page, tap the scroll bar just above the slider.
To scroll to the next page, tap the scroll bar just below
the slider.
You can also scroll to the previous and next pages by
pressing the upper and lower portions of the scroll
button on the front panel of the organizer.
Next/
previous
arrows
Tap the up and down arrows to display the previous
and next page of information; tap the left and right
arrows to display the previous and next record.
Opening applications
You can use the Applications Launcher to open any application
installed on your organizer. You can also open the four main
applications — Date Book, Address Book, To Do List, and Memo Pad
— with the application buttons on the front panel of your organizer.
Applications
Launcher
Memo
Pad
Date
Book
To Do
List
Address
Book
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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 organizer first.
In addition to providing a way for you to open applications, the
Applications Launcher displays the current time, battery level, and
application category.
To open an application:
1. Tap the Applications icon
.
2. Tap the icon of the application that you want to open. If you have
many applications installed on your organizer, tap the scroll bar to
see all of your applications.
Tip:
To find an application quickly, you can write the Graffiti
character for the first letter of its name. The Applications
Launcher scrolls to the first application with a name that
begins with that letter. You can also assign application
icons to different categories. See “Categorizing
applications” in Chapter 3.
Using menus
Menus on your organizer 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 4. The Edit menu is described in “Editing
records” in Chapter 4.
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To open the menu bar:
1. Open an application (such as Memo Pad).
2. Do one of the following:
Tap the Menu icon
.
Tap on the inverted title area at the top of the screen.
Tap the title area
Tap the Menu icon
In this example, three menus are available: Record, Edit, and Options.
The Record menu is selected and contains the commands New Memo,
Delete Memo, and Beam Memo.
Choosing a menu
After you open the menu bar for an application, tap the menu that
contains the command you want to 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 stroke,
which is similar to the keyboard shortcuts used to execute commands
on computers. The command letters appear to the right of the
command names.
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Menu commands
Command letters
Draw the Command stroke anywhere in the Graffiti area. When you
draw the Command stroke, the Command toolbar appears just above
the Graffiti writing area to indicate that you are in Command mode.
Command
Undo Cut Copy Paste
Beam
Delete
The command toolbar displays context sensitive menu commands for
the current screen. For example, if text is selected the menu icons
displayed may be undo, cut, copy, and paste. Tap on an icon to select
the command, or immediately write the corresponding command
letter 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.
Displaying online tips
Many of the dialog boxes that appear on your organizer contain an
online Tips icon in the upper-right corner. Online tips anticipate
questions you have in a dialog box, provide shortcuts for using the
dialog box, or give you other useful information.
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To display an online tip:
1. Tap the Tips icon
.
2. After you review the tip, tap Done.
Four ways to enter data
There are four ways to enter data into your organizer:
■
■
■
Using the onscreen keyboard
Using Graffiti writing
Entering or importing data in Palm Desktop software and then
synchronizing with your organizer
■
Using an external keyboard
Onscreen keyboard
When you create or edit a record in an application such as Address
Book, you can open the onscreen alphabetic and numeric keyboards
to enter data.
Tap here for numeric
keyboard
Tap here for
alphabetic keyboard
After a keyboard is open, you can tap to open any of the other
keyboards, including the international keyboard. See “Using the
onscreen keyboard” in Chapter 2 for more information.
Note:
You cannot enter Graffiti characters while using the onscreen
keyboard.
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Alpha
Tab
Backspace
Caps lock
Caps shift
Carriage return
Tap here to display
alphabetic keyboard
Numeric
International
Tap here to display
international keyboard
Tap here to display
numeric keyboard
Graffiti writing
Your organizer 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.
Write letters here
Write numbers here
Division marks
The Palm Desktop software CD-ROM includes Giraffe, a game you
can use to practice Graffiti writing. See “Installing and removing
applications” in Chapter 3 for installation instructions. The Memo Pad
application is ideal for practicing Graffiti writing. This section
explains how to open Memo Pad and use it to practice Graffiti writing.
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To open Memo Pad:
1. Press the Memo Pad application button
2. Tap New.
.
Note:
A blinking cursor appears on the first line of the new
memo to indicate where new text will appear.
New
memo
cursor
Tap
New
Write in Graffiti area
See “Using Graffiti writing to enter data” in Chapter 2 for details.
Using Palm Desktop software
If you have new records you want to add to your organizer 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 organizer.
After the information is in Palm Desktop software, perform a HotSync
operation to synchronize your organizer with your computer. See
“Exchanging and updating data: HotSync operations” in Chapter 4 for
more information.
Chapter 1
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Importing data
If you already have data in a database on your computer, you can
import it into Palm Desktop software. You can import data stored in
computer applications such as spreadsheets and databases, or from
another Palm Computing platform handheld. When you import data,
you transfer the records to your organizer without having to enter
them manually. See “Importing data” in Chapter 2 for more
information.
External keyboard
You can connect an optional keyboard accessory to the serial
connector on your organizer so you can type data directly into your
organizer. External keyboards are very helpful when you need to
enter large amounts of data quickly and accurately while you are
away from your computer.
Customizing your organizer
You can customize your organizer by using the Preferences
application. You can enter personal information such as your name
and address; change the time and date; view different date and time
formats when you travel; turn off sounds; and configure your
organizer to work with a modem or network. See Chapter 7 for more
information on customizing your organizer.
To open the Preferences screens:
1. Tap the Applications icon
2. Tap the Preferences icon
.
.
3. Tap the category pick list in the upper-right corner of the screen.
4. Tap the Preferences category you want to view.
The following procedures for setting the time and date give you an
example of how to customize your organizer.
You make changes to the time and date in General preferences.
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To set the current time:
1. Tap the Set Time box.
Tap here
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 AM or PM.
Note:
Your organizer can also display time based on a 24-hour
clock. See “Formats preferences” in Chapter 7 for more
information.
5. Tap OK.
To set the current date:
1. Tap the Set Date box.
2. Tap the arrows to select the current year.
Tap arrows to select year
Tap to select month
Tap to select date
3. Tap a month.
4. Tap the current date.
Chapter 1
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Chapter 2
Entering Data in Your
™
Palm IIIc Organizer
This chapter explains how to enter data into your Palm IIIc™
organizer 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 Graffiti writing to enter data
Chapter 1 introduced Graffiti writing and briefly described how to use
it to enter text in your applications. In this section, you learn the
procedures for creating letters, numbers, punctuation, and symbols,
as well as some Graffiti tips and tricks.
Writing Graffiti characters
Most people find they can enter text quickly and accurately with only
minutes of practice. Graffiti writing includes any character you can
type on a standard keyboard. The Graffiti strokes closely resemble the
uppercase letters of the regular alphabet, which makes Graffiti writing
easy to learn.
There are four basic concepts for success with Graffiti writing:
■
If you draw the character shape exactly 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).
Chapter 2
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■
■
Most characters require only a single stroke. When you lift the
stylus from the Graffiti writing area, your organizer recognizes
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 writing numbers. The small
marks at the top and bottom of the Graffiti writing area indicate the
two areas.
Write letters here
Write numbers here
Division marks
To write Graffiti letters:
1. Tap the screen where you want your text to go.
Note:
You need to tap above the Graffiti writing area, and must
see a blinking cursor before you write the text.
2. Use the tables on the following pages to find the stroke shape for
the letter you want to create. For example, the stroke shown below
creates the letter “n.”
Note:
There are two different stroke shapes available for some
letters. For these letters, choose the one that’s easiest for
you.
Lift stylus
here
Start stroke
at heavy dot
As you’ll see later, you use the same shape to create both the
uppercase and lowercase version of a letter.
3. Position the stylus in the left-hand side of the Graffiti writing area.
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4. Start your stroke at the heavy dot and draw the stroke shape as it
appears in the tables.
5. Lift the stylus from the screen at the end of the stroke shape.
That’s all there is to it! When you lift the stylus from the screen, your
organizer 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 strokes in the Graffiti
writing area. If you do not make Graffiti strokes in the
Graffiti writing area, your organizer does not recognize
them as text characters.
Graffiti tips
When using Graffiti writing, keep these tips in mind:
■
Accuracy improves when you write large characters. You should
draw strokes that nearly fill the Graffiti writing area.
■
To delete characters, simply set the insertion point to the right of
the character you want to delete and make the backspace stroke
(a line from right to left) in the Graffiti writing area.
■
■
■
Write at natural speed. Writing too slowly can generate
recognition errors.
Do not write on a slant. Vertical strokes should be parallel to the
sides of the Graffiti writing area.
Press firmly.
Chapter 2
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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:
Graffiti writing includes a feature that automatically
capitalizes the first letter when you create a new sentence or a
new record (by tapping New or a blank line).
To draw the first letter of a word as a capital letter:
■
Use the Caps Shift stroke:
Caps
Shift
Tip:
When Caps Shift is active, an “up arrow” symbol appears
in the lower-right corner of the organizer screen. If you
accidentally activate Caps Shift, backspace will cancel it.
Caps Shift
To enter only capital letters (Caps Lock):
■
Use the Caps Lock stroke:
Caps
Lock
Tip:
When Caps Lock is active, an underlined “up arrow”
symbol appears in the lower-right corner of the organizer
screen. To return to lowercase, make the Caps Shift
stroke.
Caps Lock
Writing numbers
Writing numbers with Graffiti writing is similar to writing letters of
the alphabet, except that you make the character strokes on the right-
hand side (numbers side) of the Graffiti writing area.
Chapter 2
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Graffiti numbers
Number
0
Strokes
Number
5
Strokes
1
6
2
3
4
7
8
9
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 dot appears to show it is active. The next
stroke you make with the stylus creates a punctuation mark.
Punctuation shift
Note:
When Punctuation Shift is active, you can make a symbol
stroke anywhere in the Graffiti writing area (the letters or
numbers side).
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Symbol
Stroke
Symbol
Stroke
Period
.
Dash
—
Comma
,
Left Paren
(
Apostrophe
'
Right Paren
)
Question
?
Slash
/
Exclamation
!
Dollar
$
Additional Graffiti punctuation
@
#
%
^
&
*
<
>
+
"
=
|
—
:
\
{
}
[
]
~
`
;
tab
Writing symbols and extended characters
All symbols and extended characters begin with the stroke in the
Graffiti writing area of your organizer:
Symbol
Shift
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 creates
the symbol or extended character.
Symbol Shift
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•
?
+
—
=
c
:
Y
=
X
!
ƒ
∅
Writing accented characters
To create accented characters, draw the stroke normally used to create
the letter, followed by an accent stroke. Graffiti writing then adds the
accent to the letter.
For example, the following diagram shows the strokes required to
draw an accented “e.”
= e
Accent strokes
a
a
a
a
a
a
Using these accent strokes, you can write the following accented
letters:
à á â ã ä å è é ê 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:
c
a
e
Note:
You must write these non-English characters in the left side of
the Graffiti writing area.
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Navigation strokes
In addition to character symbols, Graffiti writing includes special
strokes that you can use to navigate within text or fields in your
applications.
Command
Stroke
Move cursor right
Move cursor left
Previous field
(Address Book only)
Next Field
(Address Book only)
Open Address Record
(Address Book only)
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 ShortCut can represent up to 45 characters.
For example, you might create a ShortCut for your name, or for the
header of a memo. See “ShortCuts preferences” in Chapter 7 to learn
about creating your own ShortCuts.
To use a ShortCut, draw the ShortCut stroke followed by the ShortCut
characters. When you draw the ShortCut stroke, the ShortCut symbol
appears at the insertion point to show that you are in ShortCut mode.
ShortCut
Chapter 2
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Your organizer includes the following predefined Graffiti ShortCuts:
Entry
ShortCut
ds
ts
Date stamp
Time stamp
Date / time stamp
Meeting
dts
me
br
lu
Breakfast
Lunch
di
Dinner
Using the onscreen keyboard
You can open the onscreen keyboard anytime you need to enter text
or numbers on your organizer. Note that you cannot enter Graffiti
characters while using the onscreen keyboard.
To use the onscreen keyboard:
1. Open any application (such as Memo Pad).
2. Tap any record, or tap New.
3. Tap “abc” to open the alphabetic keyboard, or tap “123” to open
the numeric keyboard.
Tap here for numeric
keyboard
Tap here for alpha
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 at any time to enter the exact text you need.
5. After you finish, tap Done to close the onscreen keyboard and
place the text in the record.
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Using your computer keyboard
If you have a lot of data to enter, or prefer to use the computer
keyboard, you can use Palm™ Desktop software or any supported
®
PIM to enter information. You can then perform a HotSync operation
to synchronize the information on your computer with the
information on your organizer. All the main applications on your
organizer are also available in Palm Desktop software and in most
PIMs, so you don’t need to learn different applications.
Refer to Palm Desktop online Help for more information on entering
data on your computer.
Importing data
If you have data stored in computer applications such as spreadsheets
and databases, or if you want to import data from another organizer,
you can transfer the data to your organizer without having to key it in
manually. Save the data in one of the file formats listed below, import
it into Palm Desktop software, and then perform a HotSync operation
to transfer the data to your organizer.
Palm Desktop software can import data in the following file formats:
■
■
■
■
■
■
■
Comma delimited (.csv, .txt): Address Book and Memo Pad only
Tab delimited (.tab, .tsv, .txt): Address Book and Memo Pad only
CSV (Lotus Organizer 2.x/ 97 Mapping): Address Book only
Date Book archive (.dba)
Address Book archive (.aba)
To Do archive (.tda)
Memo Pad archive (.mpa)
Archive formats can only be used with Palm Desktop software. Use
the archive file formats to share information with other people who
use a Palm Computing® platform handheld or to create a copy of your
important Palm Desktop information.
To import data:
1. Open Palm Desktop software.
2. Click the application into which you want to import data.
3. If you are importing records that contain a field with category
names, do the following:
Chapter 2
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Select All in the Category box.
Be sure that the same categories that appear in the imported file
also exist in the application. If the categories do not exist, create
them now; otherwise, the records are imported into the Unfiled
category.
4. From the File menu, choose Import.
5. Select the file you want to import.
6. Click Open.
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 organizer, perform a HotSync
operation.
See Palm Desktop online Help for more information on importing and
exporting data.
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Chapter 3
Managing Your
Applications
This chapter explains how to switch between applications on your
Palm IIIc™ organizer, 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.
To open the Applications Launcher, tap the Applications icon
.
Selecting applications
Your organizer is equipped with a variety of applications. All the
applications installed on your organizer appear in the Applications
Launcher. See “Opening applications” in Chapter 1 for details.
Switching between applications
When working in any application, tap the Applications icon
or
press an application button on the front panel of your organizer to
switch to another application. Your organizer 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 application
icons that appear onscreen in the Applications Launcher. You can
assign an application to a category and then display a single category
or all your applications.
Chapter 3
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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, enter the category name, and then tap
OK to add the category. Tap OK.
5. Tap Done.
To display applications by category:
1. Tap the Applications icon
2. Do one of the following:
.
Tap the Applications icon repeatedly 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 each
time you open the Applications Launcher.
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To change the Applications Launcher display:
1. Tap the Applications icon
2. Tap the Menu icon
.
.
3. Tap Options, and then tap Preferences.
4. Tap the View By pick list and select List.
5. Tap OK.
To open the Applications Launcher to the last opened category:
1. Tap the Applications icon
2. Tap the Menu icon
.
.
3. Tap Options, and then tap Preferences.
4. Tap the Remember Last Category check box to select it.
5. Tap OK.
Choosing preferences
You can set options that affect an entire application in the
application’s Preferences dialog box.
To change preferences for an application:
1. Open an application.
2. Tap the Menu icon
3. Tap Options, and then tap Preferences.
Note:
.
Not all applications have a Preferences command.
4. Make changes to the settings.
5. Tap OK.
Chapter 3
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Installing and removing applications
This section explains how to install and remove applications on your
organizer and how to remove Palm™ Desktop software from your
computer.
Installing add-on applications
Your organizer comes with the Date Book, Address Book, To Do List,
Memo Pad, Expense, Calculator, and Mail applications installed and
ready to use.
You can also install additional applications on your organizer, such as
games and other software. The Install Tool makes it easy to install
software on your organizer during a HotSync® operation. There are a
variety of third-party applications available for your organizer. To
learn more about these applications, go to the web site:
http://www.palm.com.
Note:
Any game or application that you install on your organizer
resides in RAM memory; you can delete them at any time.
To install add-on software on your organizer:
1. On your computer, copy or download the application you want to
install into the add-on folder in your Palm Desktop directory on
your computer.
Note:
If the software you download is compressed, you need to
decompress it into this folder. If 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.
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4. In the User drop-down list, select the name that corresponds to
your organizer.
5. Click Add.
6. Select the application(s) that you want to install on your organizer.
7. Click Open.
Note:
Tool dialog box. If you do not want to install an
application, select it, and then click Remove. (This does
not remove the application from your computer; it simply
removes it from the list of applications to install.)
8. Perform a HotSync operation to install the application(s) you
selected in step 6. See “Exchanging and updating data: HotSync
operations” in Chapter 4 for details.
Installing games
The CD-ROM also includes games that you can install with the Install
Tool, such as Giraffe. Giraffe is a fun, easy way for you to practice
®
Graffiti writing.
After you install and start a game, the instructions appear in the Game
menu. Depending on the game, the Game menu may also contain
commands to show high scores, to start a new game, or to set
preferences for the game.
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Removing applications
In the event that you run out of memory or decide that you no longer
need an application you installed, you can remove applications from
your organizer. You can remove only add-on applications, patches,
and extensions that you install; you cannot remove the applications
that reside in the ROM portion of your organizer.
To remove an add-on application:
1. Tap the Applications icon
2. Tap the Menu icon
.
.
3. Tap App, and then tap Delete.
4. Tap the application that you want to remove.
5. Tap Delete.
6. Tap Yes.
7. 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:
1. From the Windows Start menu, choose Settings, and then Control
Panel.
2. Double-click the Add/ Remove Programs icon.
3. On the Install/ Uninstall tab, select Palm Desktop software.
4. Click Add/ Remove.
Note:
You need to install the HotSync Manager from the installation
CD if you want to synchronize data with another PIM.
Chapter 3
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Security
Your organizer comes with a Security application so that
unauthorized users cannot view the entries you wish to protect.
In Security, you can do the following:
■
■
■
Lock and turn off your organizer so that it does not operate until
you enter the correct password.
Mask all records that you mark as private so the information
appears greyed out.
Hide all records that you mark as private so they do not appear on
any screen.
You can mask and hide private records with or without a password.
Without a password, private records are hidden or masked until you
set the Security application to show them. With a password, you must
enter the password to view the private entries. See “Making records
private” in Chapter 4 for information on making records private.
Assigning a password
You can assign a password to protect your private records and to lock
your organizer.
To assign a password:
1. Tap the Applications icon
2. Tap the Security icon.
3. Tap the Password box.
4. Enter a password.
.
Tap here
5. Tap OK.
6. Enter the same password a second time, and tap OK.
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Changing or deleting a password
Once you define a password for your organizer, 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.
Tap here
3. Tap OK.
4. Do one of the following:
To change the password, enter the new password, and tap OK.
To delete the password, tap Delete.
Locking your organizer
You can also lock your organizer so that you need to enter your
password to operate it.
Important:
If you lock your organizer, you must enter the exact
password to re-activate your organizer. If you forget the
password, you must perform a hard reset to resume using
your organizer. Performing a hard reset deletes all the
records in your organizer; however, you can restore all
synchronized data at the next HotSync operation. See
“Resetting your organizer” in Appendix A for more
information.
Chapter 3
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To lock your organizer with a password:
1. Perform a HotSync operation to synchronize the data between
your organizer and your computer. See “Exchanging and updating
data: HotSync operations” in Chapter 4 for information on
synchronizing your data.
2. Assign a password.
3. Tap Lock & Turn Off.
Tap Lock
and Turn
Off
4. Tap Off & Lock.
5. To start your organizer, turn it on and then enter the password.
Recovering from a forgotten password
If you did not activate the Off & Lock feature and you forget your
password, you can delete the password from your organizer. Deleting
a forgotten password also deletes all entries and files marked as
Private.
Important:
If you synchronize with your computer before deleting a
forgotten password, your organizer restores your private
entries the next time you perform a HotSync operation,
but it does not restore the password.
To delete a forgotten password:
1. Tap Lost Password.
2. Tap Yes.
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Chapter 4
Using Your Basic Applications
Your Palm IIIc™ organizer includes these basic applications:
■
■
■
■
■
■
Date Book
Address Book
To Do List
Memo Pad
Calculator
Expense
This chapter is divided into three sections:
■
“Overview of basic applications” briefly describes each application
and explains how to open it.
■
“Common tasks” gives instructions on how to do tasks that you
can do in most or all of the basic applications. It’s easy to transfer
what you learn in one application to the others because the
structure and behavior of all the applications are quite similar.
■
“Application-specific tasks” is organized by application and gives
instructions on how to do tasks that are specific to each application.
Chapter 4
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Overview of basic applications
Date Book
Date Book lets you quickly and easily schedule appointments
or any kind of activity associated with a time and date.
In Date Book, you can do the following:
■
Enter a description of your appointment and assign it to a specific
time and date.
■
Display a chart of your appointments for an entire week. The Week
View makes it easy to spot available times and any potential
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 sound prior to 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 organizer.
■
Attach notes to individual events for a description or clarification
of the entry in your Date Book.
To open Date Book:
■
Press the Date Book application button on the front panel of your
organizer. Date Book opens to today’s schedule.
Date Book button
Note:
Press the Date Book application button repeatedly to cycle
through the Day, Week, Month and Agenda views.
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Address Book
Address Book enables you to keep names, addresses, phone
numbers, and other information about your personal or
business contacts.
In Address Book, you can do the following:
■
■
■
■
■
Quickly look up or enter names, addresses, phone numbers, and
other information.
Enter up to five phone numbers (home, work, fax, car, etc.) or
e-mail addresses for each name.
Define which phone number appears in the Address list for each
Address Book entry.
Attach a note to each Address Book entry, in which you can enter
additional information about the entry.
Assign Address Book entries to categories so that you can organize
and view them in logical groups.
To open Address Book:
■
Press the Address Book application button on the front panel of
your organizer. Address Book opens to display the list of all your
records.
Address Book button
Note:
Press the Address Book application button repeatedly to cycle
through the categories in which you have records.
Chapter 4
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To Do List
To Do List is a convenient place to create reminders and
prioritize the things that you have to do.
In To Do List, you can do the following:
■
■
■
■
Make a quick and convenient list of things to do.
Assign a priority level to each task.
Assign a due date for any or all of your To Do List items.
Assign To Do List items to categories so that 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:
■
Press the To Do List application button on the front panel of your
organizer. To Do List opens to display the category of items you
last viewed.
To Do List button
Note:
Press the To Do List application button repeatedly to cycle
through the categories in which you have items.
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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:
■
■
Take notes or write any kind of message on your organizer.
Drag and drop memos into popular computer applications like
Microsoft Word when you synchronize using Palm™ Desktop
®
software and HotSync technology.
■
■
Assign memos to categories so that you can organize and view
them in logical groups.
Write down phone numbers and other types of information. Later,
you can copy and paste this information to other applications.
To open Memo Pad:
■
Press the Memo Pad application button on the front panel of your
organizer. Memo Pad opens to display the last Memo Pad screen
that you viewed.
Memo Pad button
Note:
Press the Memo Pad application button repeatedly to cycle
through the categories in which you have memos.
Calculator
Calculator enables you to perform addition, subtraction,
multiplication, and division.
In Calculator, you can do the following:
■
■
■
Perform basic calculations.
Store and retrieve values.
Display the last series of calculations, which is useful for
confirming a series of “chain” calculations.
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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 of expenses, amount spent, payment method,
and other details associated with any money that you spend.
Assign expense items to categories so that you can organize and
view them in logical groups.
Keep track of vendors (companies) and people involved with each
particular expense.
■
■
■
Log miles traveled for a particular date or expense category.
Sort your expenses by date or expense type.
Transfer your expense information to a Microsoft Excel
spreadsheet (version 5.0 or later) on your computer. (Microsoft
Excel is not included in the Palm IIIc organizer package.)
To open Expense:
1. Tap the Applications icon
.
2. Tap the Expense icon
.
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Common tasks
The tasks described in this section use the term “records” to refer to an
individual item in any of the basic applications: a single Date Book
event, Address Book entry, To Do List item, Memo Pad memo, or
Expense item.
Creating records
You can use the following procedure to create a new record in Date
Book, Address Book, To Do List, Memo Pad, and Expense.
To create a record:
1. Select the application in which you want to create a record.
2. Tap New.
3. In Date Book only: Select start and end times for your appointment
and tap OK.
4. Enter text for the record.
5. (Optional) Tap Details to select attributes for the record.
6. In Address Book and Memo Pad only: Tap Done.
There’s no need to save the record because your organizer saves it
automatically.
Editing records
After you create a record, you can change, delete, or enter new text at
any time. Two screen features tell you when your organizer is in editing
mode:
■
■
A blinking cursor
One or more edit lines
Blinking cursor
Edit line
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Entering text
For information on how to enter text using Graffiti writing, the
onscreen keyboard, or the keyboard attached to your computer, see
Chapter 2.
Edit menu
The Edit menu is available with any screen where you enter or edit
text. In general, commands available in the Edit menu apply to text
that you select in an application.
To select text in an application:
1. Tap the beginning of the text that you want to select.
2. Drag the stylus over the text to highlight it (in black).
Note:
You can also double tap to select a word, or triple tap to
select a line of text.
You can also drag across the text to select additional
words, or drag down to select a group of lines.
The following commands may appear in an Edit menu:
Undo
last edit
command. For
Reverses the action of the
example, if you used Cut to remove text, Undo
restores the text you removed. Undo also
reverses deletions done by using backspace.
Cut
Removes the selected text and stores it
temporarily in the memory of your organizer.
You can paste the text you cut into another area
of the current application or into a different
application.
Copy
Paste
Copies the selected text and stores it
temporarily in the memory of your organizer.
You can paste the text that you copy into
another area of the current application or into a
different application.
Inserts the text that you cut or copied at the
selected point in a record. The text you paste
replaces any selected text. If you did not
previously cut or copy text, Paste does nothing.
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Select All
Selects all of the text in the current record or
screen. This enables you to cut or copy all of the
text and paste it elsewhere.
Keyboard
Opens the onscreen keyboard. When you finish
with the onscreen keyboard, tap Done.
Graffiti Help
Opens screens that show all the Graffiti
character strokes. Use this command anytime
you forget a stroke for a character.
Deleting records
To delete a record in any of the basic applications:
1. Select the record you want to delete.
2. Tap the Menu icon
.
3. Tap Record, and then tap the Delete command:
Date Book: Delete Event
Address Book: Delete Address
To Do List: Delete Item
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
to remove the check.
4. Tap OK.
If you choose to save a copy of the selected item, your organizer transfers it
to the archive file on your desktop the next time you perform a HotSync
operation.
Other ways to delete records
You can also delete records in the following ways:
■
In the Details dialog box of the application, tap Delete, and then tap OK.
Delete the text of the record.
■
Note:
In Date Book, you can choose to delete the text of the current
repeating event, current and future events, or all instances of
that event.
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Purging records
Over time, as you use Date Book, To Do List, and Expense, you’ll
accumulate records in these applications that have outlived their
usefulness. For example, events that occurred months ago remain in
remain in the list, as do Expense items.
All these outdated records take up memory on your organizer, so it’s
a good idea to remove them by using Purge. If you think Date Book or
To Do List records might prove useful later, you can purge them from
your organizer and save them in an archive file.
Purging is also available in Mail. See Chapter 5 for more information.
Purging is not available in Address Book or Memo Pad, so delete
outdated records from these applications.
To purge records:
1. Open the application.
2. Tap the Menu icon
.
3. Tap Record, and then tap Purge.
A confirmation dialog box appears.
Date Book: Tap the pick list and select how old a record must be
to be purged. Purge deletes repeating events if the last of the se-
ries ends before the date that you purge records.
Date Book, To Do List: If you want to save a copy of the purged
records to an archive file on your desktop, be sure that the check
box is checked. If you don’t want to save a copy, tap the check
box to remove the check box.
4. Tap OK.
If you chose to save a copy of the purged records, your organizer
transfers them to an archive 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.
Exchanging and updating data: HotSync operations
The HotSync process automatically synchronizes — that is, exchanges
and updates — data between your organizer and Palm Desktop
software. Changes you make on your organizer or Palm Desktop
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technology synchronizes only the needed portions of files, thus
reducing synchronization time.
You can synchronize your data either directly or indirectly. Direct
methods include placing your organizer in the cradle attached to your
computer, or using infrared communications. Indirect methods
include using a modem, or via a network using the network HotSync
technology. See Chapter 6 for information about performing HotSync
operations via a modem, network, or IR port.
Performing a HotSync operation for the first time
The first time you synchronize your data, you need to enter user
information on both the organizer and Palm Desktop software. After
you enter this information and synchronize, the HotSync Manager
recognizes your organizer and doesn’t ask for this information again.
If you are a System Administrator preparing several connected
organizers for a group of users, you may want to create a user profile.
following steps.
Important:
You must perform your first HotSync operation with a
local, direct connection, rather than using a modem.
The following steps assume that you have already installed the Palm
Desktop software. If you have not installed this software, see
“Installing Palm Desktop software” in Chapter 1 for instructions.
To perform a local HotSync operation:
1. Insert your organizer into the cradle.
Tip:
The bottom edge of the organizer should align smoothly
with the cradle when it is inserted properly.
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2. If the HotSync Manager is not running, start it: On the Windows
desktop, click Start, and then choose Programs. Navigate to the
Palm Desktop software program group and choose HotSync
Manager. Alternatively, you can start the Palm Desktop software
which automatically opens the HotSync Manager.
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 organizer should have a unique name. To
prevent loss of a user’s records, never try to synchronize
more than one organizer to the same user name.
The HotSync Progress dialog box appears and synchronization
begins.
4. Wait for a message on your organizer indicating that the process is
complete.
After the HotSync process is complete, you can remove your
organizer from the cradle.
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Categorizing records
Categorize records in the Address Book, To Do List, Memo Pad, and
Expense applications so that they are grouped logically and are easy
to review. (You can also categorize applications. See “Using the
Applications Launcher” in Chapter 3 for more information.)
When you create a record, your organizer automatically places it in
the category that is currently displayed. If the category is All, your
organizer assigns it to the Unfiled category. You can leave an entry as
Unfiled or assign it to a category at any time.
System-defined and user-defined categories
By default, your organizer includes system-defined categories, such as
All and Unfiled, and user-defined categories, such as Business and
Personal.
You cannot modify the system-defined categories, but you can
rename and delete the user-defined categories. In addition, you can
create your own user-defined categories. You can have a maximum of
15 user-defined categories in each application.
Address Book contains the QuickList user-defined category, in which
you can store the names, addresses, and phone numbers you might
need in emergencies (doctor, fire department, lawyer, etc.).
Expense contains two user-defined categories, New York and Paris, to
show how you might sort your expenses according to different
business trips.
Note:
The illustrations in this section come from Address Book, but
you can use these procedures in all the applications in which
categories are available.
To move a record into a category:
1. Select the record you want to categorize.
2. In Address Book only: Tap Edit.
3. Tap Details.
4. Tap the Category pick list to display the list of available categories.
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5. Select the category for the record.
6. Tap OK.
Note:
In Address Edit and Memo you can tap the category name in
the upper-right corner of the screen and select a new category
for the item.
To display a category of records:
1. Tap the category pick list in the upper-right corner of the list
screen.
Tap here
Note:
In the Date Book Agenda view, the pick list is in the upper
right of the To Do list.
2. Select the category you want to view.
The list screen now displays only the records assigned to that
category.
Tip:
Pressing an application button on the front panel of the
organizer toggles through all the categories of that
application.
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To define a new category:
1. Tap the category pick list in the upper-right corner of the screen or
list.
Tap here
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.
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To rename a category:
1. Tap the category pick list in the upper-right corner of the screen or list.
2. Tap Edit Categories.
3. Select the category that you want to rename, and then tap Rename.
4. Enter the new name for the category, and then tap OK.
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 Business
category.
Finding records
Your organizer offers several ways to find information quickly:
■
All applications: 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
record.
■
■
Address Book: The Look Up line lets you enter the first letters of a name
to scroll immediately to that name.
Expense: Lookup displays the names in your Address Book that have
data in the Company field. You can add these names to a list of
attendees associated with an Expense record.
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Looking up Address Book records
When working with Address Book, the scroll button on the front panel
of the organizer makes it easy to navigate among your address entries.
■
In the Address list screen, the scroll button moves up or down an
entire screen of records. If you hold down the scroll button, you
accelerate the scrolling and display every third screen.
■
In the Address view screen, the scroll button moves to the previous
or next address record.
You can also use the Address list Look Up feature to quickly scroll to
any of your Address Book entries.
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.
Look Up line
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 two letters. For example, writing an “s” scrolls
to “Sands,” and writing “sm” scrolls further to “Smith.” If you
sort the list by company name, the Look Up feature scrolls to
the first letter of the company name.
3. Tap the record to view its contents.
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Using Find
You can use Find to locate any text that you specify, in any
application.
To use Find:
1. Tap the Find icon
.
Tip:
If you select text in an application before you tap Find, the
selected text automatically appears in the Find dialog box.
2. Enter the text that you want to find.
Find is not case-sensitive. For example, searching for the name
“davidson” also finds “Davidson.”
Find locates any words that begin with the text you enter. For
example, searching for “plane” finds “planet,” but not “air-
plane.”
3. Tap OK.
Find searches for the text in all records and all notes.
As your organizer 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 organizer 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 list screen and lets you add the
information that appears in this list to a record.
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To use Phone Lookup:
1. Display the record in which you want to insert a phone number.
The record can be in Date Book, To Do List, or Memo Pad.
2. Tap the Menu icon
.
3. Tap Options, and then tap Phone Lookup.
4. Begin to spell the last name of the name you want to find.
The list scrolls to the first record in the list that starts with the
first letter you enter. Continue to spell the name you’re looking
for, or when you see the name, tap it.
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 circumstances:
■
While entering text: For example, to insert the full name and phone
number for someone with the last name “Williams,” write the
Graffiti characters for “Wi” and then the Phone Lookup Command
stroke “/ L.”
Assuming you have only one Address Book record that begins
with “Wi,” your organizer 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 organizer replaces the
selected text and adds the name and its associated information.
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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 associated with an Expense record.
To add names to an Expense record:
1. Tap the Expense record to which you want to add names.
2. Tap Details.
3. Tap Who.
Tap here
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 more names.
7. Tap Done.
8. Tap OK.
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Sorting lists of records
You can sort lists of records in various ways, depending on the
application. Sorting is available in applications that have list screens:
Address Book, To Do List, Memo Pad, and Expense.
Note:
You can also assign records to categories. See “Categorizing
records” earlier in this chapter.
To sort records in To Do List and 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 Address Book 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:
Memo Pad:
4. Do one of the following:
Address Book: Tap the setting you want.
Memo Pad: Tap the Sort by pick list and select Alphabetic or Man-
ual.
5. Tap OK.
To sort the Memo list manually, tap and drag a memo to a new location
in the list.
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Note:
To make the list of your memos appear in Palm Desktop software
as you manually sorted it on your organizer, open Memo Pad in
handheld.
Making records private
In all basic applications except Expense and Mail, you can make
individual records private. Private records remain visible and accessible,
however, until you select the Security setting to hide or mask all private
records. See “Security” in Chapter 3 for more information.
Hiding or masking private records
You can hide or mask all records that you mark as private. Masked
records appear as grey placeholders in the same position they would
appear if they were not masked, and are marked with a lock icon. Hidden
records disappear completely from the screen. If you define a password
for your organizer, you must enter it to display private records.
To hide all private records:
1. Tap the Applications icon
2. Tap Security.
.
3. Tap the Current Privacy pick list and select Hide Records.
Tap Hide
Records
4. Tap OK to confirm that you want to hide private records.
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To mask all private records:
1. Tap the Applications icon
2. Tap Security.
.
3. Tap the Current Privacy pick list and select Mask Records.
Tap Mask
Records
4. Tap OK to confirm that you want to mask private records.
To display private records:
1. Do one of the following:
Tap a masked record.
Tap the Applications icon
, tap Security, then tap the Cur-
rent Privacy pick list and select Show Records.
If you do not have a password, hidden and masked records be-
come visible.
If you have a password, the Show Private Records dialog box
appears. Go to step 2.
Tap Show
Records
2. Enter your password, and then tap OK.
To make a record private:
1. Display the entry that you want to make private.
2. Tap Details.
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3. Tap the Private check box to select it.
4. Tap OK.
Attaching notes
In all basic applications except Memo Pad, you can attach a note to a
record. A note can be up to several thousand characters long. For
example, for an appointment in Date Book, you can attach a note with
directions to the location.
To attach a note to a record:
1. Display the entry to which you want to add a note.
2. In Address Book only: Tap Edit.
3. Tap Details.
4. Tap Note.
5. Enter your note.
6. Tap Done.
A small note icon appears at the right side of any item that has a note.
Note icon
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.
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Choosing fonts
In all basic applications except Expense, you can change the font style
to make text easier to read. You can choose a different font style for
each application.
Small font
Large font
Bold font
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.
Tap here for bold font
Tap here for large font
Tap here for small font
5. Tap OK.
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Application-specific tasks
Date Book
When you open Date Book, the screen shows the current date and a
list of times for a normal business day.
Scheduling an event
A record in Date Book is called an “event.” An event can be any kind
of activity that you associate with a day. You can enter a new event on
any of the available time lines.
When you schedule an event, its description appears on the time line,
and its duration is automatically set to one hour. You can easily
change the start time and duration for any event.
Note:
It’s possible to schedule events that overlap, but Date Book
makes it easy to find such conflicts. See “Spotting event
conflicts” later in this chapter.
You can also schedule events in your Date Book that occur on a
particular date but have no specific start or end times, such as
birthdays, holidays, and anniversaries. These are referred to as
“untimed events.” Untimed events appear at the top of the list of
times, marked with a diamond. You can have more than one untimed
event on a particular date.
You can also schedule a repeating event, such as a weekly meeting,
and continuous events, such as a three-day conference or a vacation.
To schedule an event for the current day:
1. Tap the time line that corresponds to the beginning of the event.
Tap a time
line
Time bar
shows
duration
Enter event
2. Enter a description of the event. You can enter up to 255 characters.
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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.
Tap the
time of an
event
Tip:
You can also open the Set Time dialog (to select a start
time) by making sure no event is selected, and then
writing a number on the number side of the Graffiti
writing area.
4. Do one of the following:
Tap the time columns on the right side of the Set Time dialog to
set the Start Time, then tap the End Time box and tap the time
columns to set the End Time.
Tap All Day to automatically insert the start and end time of the
event as defined in your Date Book preferences.
Tap to scroll to
earlier hours
Start Time
highlighted
Tap to change
hours
Tap to automatically
fill the start and end
times
Tap to change
minutes
Tap to scroll to
later hours
5. Tap OK.
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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 the date you want for the event by doing one of the
following:
■
Tap the day of the week that you want in the date bar at the top of
the screen. If necessary, tap the Previous week or Next week scroll
arrows to move to another week.
Previous
week
Next
week
Tap to select a day of
the current week
Tip:
You can also use the scroll button on the front panel of
your organizer to move forward or backward one day at
a time.
■
Tap Go To at the bottom of the screen to open the Go to Date dialog
box. Select a date by tapping a year, month, and day in the
calendar.
Previous year
Next year
Tap to select a
month
Tap to select a
day
Tap to select
current date
Tip:
In the Go to Date dialog box, you can also use the scroll
button on the front panel of the organizer 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.
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To schedule an untimed event:
1. Select the date that you want for the event as described in “To
schedule an event for another day.”
2. Tap New.
3. Tap No Time, so that no start or end times are defined for the new
event.
Tip:
You can also create a new untimed event by making sure
no event is selected and then writing letters in the Graffiti
writing area.
4. Enter a description of the event.
New
untimed
event
No time
selected
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 OK.
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Rescheduling an event
You can easily make changes to your schedule with your organizer.
To reschedule an event:
1. Tap the event you want to reschedule.
2. Tap Details.
3. To change the time, tap the Time box and select a new time.
4. To change the date, tap the Date box and select a new date.
5. Tap OK.
Setting an alarm for an event
The Alarm setting enables you to set an audible alarm for events in
your Date Book. You can set an alarm to sound minutes, hours, or
days before an event. The default Alarm setting is 5 minutes before the
time of the event, but you can change this to any number of minutes,
hours, or days.
When you set an alarm, this icon
appears to the far right of the
event with the alarm. When the alarm tone sounds, a reminder
message also appears onscreen.
To set an alarm for an event:
1. Tap the event to which you want to assign an alarm.
2. Tap Details.
3. Tap the 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.
Enter number of
time units here
Tap here to
select unit of time
6. Tap OK.
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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 return to the current
screen. The reminder message appears again five minutes after
you tap Snooze.
Alarm for untimed events: You can set a silent alarm for an untimed event.
In this case, the alarm triggers at the specified period of minutes,
hours, or days before midnight (beginning) of the day of the untimed
event. No audible alarm sounds for an untimed event; instead, the
reminder message appears onscreen.
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 onscreen until you turn on your organizer and tap OK to
dismiss 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.
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To schedule a repeating or continuous event:
1. Tap the event.
Typically, a continuous event is an untimed event.
2. Tap Details.
3. Tap the Repeat box to open the Change Repeat dialog box.
Tap the
Repeat
box
4. Tap Day, Week, Month, or Year to set how often event repeats.
For a continuous event, tap Day.
5. Enter a number that corresponds to how often you want the event
to repeat on the Every line.
For example, if you select Month and enter the number 2, the
event repeats every other month.
6. To specify an end date for the repeating or continuous event, tap
the End on pick list and tap Choose Date. Use the date picker to
select an end date.
7. Tap OK.
After you schedule a repeating or continuous event, this icon
appears to the far right of the event.
Changing repeating or continuous events
When you make changes to a repeating or continuous event, such as
deleting or adding notes, or changing the time of an event, you can
decide which of the events you want to change; all events in the series,
just the current event, or the current and future events.
To delete repeating events:
1. Select the record you want to delete.
2. Tap the Menu icon
.
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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 following points
in mind.
■
■
■
If you change the start date of a repeating event, your organizer
calculates the number of days you moved the event. Your
organizer then automatically changes the end date to maintain the
duration of the repeating event.
If you change the repeat interval (e.g., daily to weekly) of a
repeating event, past occurrences (prior to the day on which you
change the setting) are not changed, and your organizer creates a
new repeating event.
If you change the date of an occurrence of a repeating event (e.g.,
from January 14th to January 15th) and apply the change to all
occurrences, the new date becomes the start date of the repeating
event. Your organizer adjusts the end date to maintain the duration
of the event. If you apply the change to current and future
occurrences, past occurrences are not changed.
■
■
If you change other repeat settings (e.g., time, alarm, private) of a
repeating event and apply the change to all occurrences, your
organizer creates a new event. The start date of this new event is
the day on which the setting is changed. Past occurrences (prior to
the day of the change) are not changed.
If you apply a change to a single occurrence of a repeating event
(e.g., time), that occurrence no longer shows the Repeat icon
.
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Changing the 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 on the appropriate view icon in the lower-left corner of Date
Book.
Working in Week View
Week View shows the calendar of your events for an entire week. This
view lets you quickly review your appointments and available time
slots. In addition, the graphical display helps you spot overlaps and
conflicts in your schedule.
To display the Week View:
1. Tap the Week View button.
Week View
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 after the range of times shown.
Previous
week
Next
week
Tap for that day
Bar indicates earlier event
Dot indicates untimed event
Bar indicates later event
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3. Tap an event to show a description of the event.
Event details
Tap to show event details
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.
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 span, a bar appears at the top
or bottom of that day's column. Use the onscreen scroll arrows
to scroll to the event.
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Spotting event conflicts
With the ability to define specific start and end times for any event, it’s
possible to schedule events that overlap (an event that starts before a
previous event finishes).
An event conflict (time overlap) appears in the Week View as
overlapping bars. The Day View displays overlapping brackets to the
left of the conflicting times.
Event
conflicts
Working in Month View
The Month View screen shows which days have events scheduled.
Dots and lines in the Month View indicate events, repeating events,
and untimed events.
Previous/next month
Dashed line indicates continuous event
Crosses below date indicate untimed events
Month View button
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.
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■
■
Tap Go to to open the date selector and select a different month.
Use the scroll button on the front panel of your organizer to move
between months. Press the upper half of the button to display the
previous month, the lower half to display the next month.
Working in Agenda View
The Agenda view shows you your untimed events, appointments, and
appointment in the Agenda view, the Day view appears so you can see
more detailed information about the event. You can tap the check box
next to a To Do item to mark it as completed. When you tap on a To Do
item, your To Do list appears.
Note:
The To Do items that appear and how you can change them
depends on the settings in your To Do preferences. See “To Do
Show Options” later in this chapter for more information.
To display the Agenda View:
1. Tap the Agenda View button.
Agenda View
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 with To
Do items.
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Date Book menus, preferences, and display options
Date Book menus are shown here for your reference, and Date Book
features that are not explained elsewhere in this book are described
here.
See “Using menus” in Chapter 1 for information about choosing menu
commands.
Record menu
Options menu
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.
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■
Compress Day View. Controls how times appear
in the Day View. When Compress Day View is
off, all time slots display. When it is on, start
and end times display for each event, but
blank time slots toward the bottom of the
screen disappear to minimize scrolling.
■
Month View settings. These check boxes apply to
the Month View of the Date Book. You can
activate any or all of these settings to show
that you 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 to scroll up and down.
■
Alarm Preset. Automatically sets an alarm for
each new event. The silent alarm for untimed
events is defined by minutes, days, or hours
before midnight of the date of the event.
■
■
Alarm Sound. Sets the tone of the alarm.
Remind Me. Defines how many times the alarm
sounds. The choices are Once, Twice, 3 Times,
5 Times, and 10 Times.
■
Play Every. Defines how often the alarm sounds.
The choices are Minute,
5 minutes, 10 minutes, and 30 minutes.
About Date
Book
Shows version information for Date Book.
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Address Book
Address Book is the application in which you store name and address
information about people or businesses.
Creating an Address Book entry
on your organizer, or you can use Palm Desktop software to create
entries on your computer and then download the entries to your
organizer with your next HotSync operation.
Palm Desktop software also has data import capabilities that enable
you to load database files into Address Book on your organizer.
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
organizer to display the Address list.
on the front of your
2. Tap New.
Cursor
at Last
name
Tap New
3. Enter the last name of the person you want to add to your
Address Book.
Note:
The organizer automatically capitalizes the first letter of
each field (except numeric and e-mail fields). You do not
have to use the Graffiti capital stroke to capitalize the first
letter of the name.
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4. Use the Next Field Graffiti stroke to move to the First Name field.
Next Field
Tip:
You can also move to any field by tapping it directly.
5. Enter the person's first name in the First Name field.
6. Enter the other information that you want to include in this entry.
Note:
As you enter letters in the Title, Company, City, and State
fields, text appears for the first logical match that exists in
your Address Book. As you enter more letters, a closer
match appears. For example, you may already have
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 the next page of information.
8. After you finish entering information, tap Done.
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 organizer.
Selecting types of phone numbers
You can select the types of phone numbers or e-mail addresses that
you associate with an Address Book entry. Any changes you make
apply only to the current entry.
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To select other types of phone numbers in an entry:
1. Tap the entry that you want to change.
2. Tap Edit.
3. Tap the pick list next to the label you want to change.
Tap
triangle
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. Tap Edit.
3. Tap Details.
4. Select any of the following settings:
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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, E,
M, or P appear next to the record in the Address
list, depending on which information is displayed.
If the E-mail or Other fields end in a letter, the
identifying letters are not displayed.
Category
Private
Assign the entry to a category.
Hide this entry when Security is turned on.
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 depending on whether you’re
displaying the Address list screen or the Address view screen.
Record menus
Address list
Address view
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.
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Options menus
Address view
Address list
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.
Rename Custom
Fields
These custom fields appear at the end of the
Address Edit screen. Rename them to identify the
kind of information you enter in them. The names
you give the custom fields appear in all entries.
About Address
Book
Shows version information for Address Book.
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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
organizer to display the To Do List.
on the front of your
2. Tap New.
New To
Do item
Tap New
3. Enter the text of the To Do List item. The text can be longer than
one line.
4. Tap anywhere onscreen to deselect the To Do List item.
Tip:
If no To Do List item is currently selected, writing in the
Graffiti writing area automatically creates a new item.
Setting priority
The priority setting for items lets you arrange the tasks in your To Do
List according to their importance or urgency. The default setting for
the To Do List is to arrange items by priority and due date, with
priority 1 items at the top. If you have a number of items in your list,
changing an item’s priority setting may move its position in the list.
Note:
When you create a new To Do List item, its priority is
automatically set to level 1, the highest (most important) level.
If you select another item first, however, the item you create
appears beneath the selected item and is given the same
priority as the selected item.
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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.
Tap here
Tap to
select
priority
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 that you’ve completed
it. You can set the To Do List to record the date that you complete the
To Do item, and you can choose to show or hide completed items. See
“To Do Show Options” later in this chapter.
To check off a To Do List item:
■
Tap the check box on the left side of the item.
Completed
To Do item
Changing To Do List item details
The To Do Item Details dialog box enables you to change settings for
individual items.
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To display the To Do Item Details dialog box:
1. Tap the text of the item whose details you want to change.
2. Tap Details.
Setting a due date
You can associate a due date with any To Do List item. You can also sort
the items that appear in the list based on their due date.
To set a due date for a To Do List item:
1. In the Details dialog box, tap “No Date” to open the Due Date pick
list.
Tap here
2. Tap the date that you want to assign the item:
Today
Assigns the current date.
Assigns tomorrow’s date.
Tomorrow
One week later
Assigns the date exactly one week from the
current date.
No Date
Removes the due date from the item.
Choose date
Opens the date selector, where you can
choose any date that you want for the item.
3. Tap OK.
Tip:
If you turn on the Show Due Dates option in the To Do Show
options dialog, you can tap directly on the due date in the To Do
List to open the pick list shown in step 2.
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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
Completed
Items
Displays your completed items in the To Do
List. If you turn off this setting, your To Do
items disappear from the list when you
complete (check) them.
Items that no longer appear on the list because
you turn off this setting have not been deleted.
They are still in the memory of your organizer.
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 you do
not assign a due date to an item, the
completion date still records when you
complete the item.
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Show Due Dates
Show Priorities
Displays the due dates associated with items
in the To Do List and displays an exclamation
mark next to items that remain incomplete
after the due date passes.
Shows the priority setting for each item.
Shows the category for each item.
Show
Categories
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
About To Do List
Shows version information for To Do List.
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Memo Pad
A memo can contain up to 4,000 characters. The number of memos
you can store is dependent only on the memory available on your
organizer. A record in Memo Pad is called a “memo.”
To create a new memo:
1. Press the Memo Pad application button
organizer to display the Memo list.
on the front of your
2. Tap New.
Tap New
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.
3. Enter the text you want to appear in the memo. Use the carriage
return stroke to move down to new lines in the memo.
4. 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.
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To review a memo:
1. In the Memo list, tap the text of the memo.
Tap a
memo to
reviewits
contents
2. Review or edit the text in the memo.
3. Tap Done.
Memo Pad menus
Memo Pad menus are shown here for your reference, and Memo Pad
features that are not explained elsewhere in this book are described
here.
See “Using menus” in Chapter 1 for information about choosing menu
commands.
The Record and Options menus differ depending on whether you’re
displaying the Memo list or an individual memo.
Record menus
Memo list
Memo screen
Options menus
Memo list
Memo screen
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Go to Top of
Page
Moves to the top (first) line of the memo.
Moves to the bottom (last) line of the memo.
Go to Bottom of
Page
Preferences
Displays the Memo Preferences dialog box,
where you define the sort order for memos.
About Memo
Pad
Shows version information for Memo Pad.
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Calculator
The Calculator includes several buttons to help you perform
calculations.
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 calculation over.
Clears the entire calculation and enables you to
begin a fresh calculation.
Toggles the current number between a negative
and positive value. If you want to enter a negative
number, enter the number first and then press the
+/ - button.
Places the current number in memory. Each
new number you enter with the M+ button is
added to the total already stored in memory. The
number that you add can be either a calculated
value or any number you enter by pressing the
number buttons. Pressing 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 and inserts
it in the current calculation.
Clears any value that is stored in the Calculator
memory.
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 Calculations.
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3. After you finish reviewing the calculations, tap OK.
Calculator menus
Calculator menus are shown here for your reference, and Calculator
features that are not explained elsewhere in this book are described
here.
See “Using menus” in Chapter 1 for information about choosing menu
commands.
Options menus
About
Shows version information for Calculator.
Calculator
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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 Expense item:
1. Tap the Applications icon
2. Tap Expense.
.
3. Tap New.
Cursor
of new
item
Tap New
Tip:
You can also create a new Expense item by writing on the
number side of the Graffiti writing area while in the
Expense list screen. The first number you write begins the
amount of your new Expense item.
4. Enter the amount of the expense.
5. Tap the Expense type pick list and select a type from the list.
Tap here
Note:
As soon as you select an expense type, your organizer saves
your entry. If you do not select an expense type, it does not
save the entry.
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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 type, and then write the
numerical amount of the Expense item. This technique takes
advantage of the automatic fill feature. See “Options menu”
later in this chapter for details.
Changing the date of an Expense item
Initially, Expense items appear with the date you enter them. You can
use Expense to change the date associated with any Expense item.
To change the date of an Expense item:
1. Tap the Expense item you want to change.
2. Tap the date of the selected item.
Tap date
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.
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3. Select any of the following options:
Category
See “Categorizing records” earlier in this
chapter.
Type
Opens a pick list of expense types.
Payment
pay the Expense item. If the item is prepaid
(such as airline tickets supplied by your
company), you can choose Prepaid to place
your expense in the appropriate company-
paid cell of your printed expense report
spreadsheet. See “Transferring your data to
Microsoft Excel” later in this chapter for more
information.
Currency
Enables you to choose the type of 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 chapter for more information.
Vendor and City
(usually a company) associated with the
expense and the city where the expense was
incurred. For example, a business lunch might
be at Rosie's Cafe (Vendor) in San Francisco
(City).
Attendees
See “Looking up names to add to expense
records” earlier in this chapter.
4. Tap OK.
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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.
Tap Edit
currencies
2. Tap each Currency pick list and select the country whose currency
you want to display on that line.
3. Tap OK to close the Select Currencies dialog box.
4. Tap OK.
To change your default currency:
1. Open Expense.
2. Tap the Menu icon
.
3. Tap Options, and then tap Preferences.
4. Tap the Default Currency pick list.
5. Tap the currency symbol you want to appear in Expense.
6. Tap OK.
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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.
Tap a Country
box
4. Enter the name of the country and the symbol that you want to
appear in Expense.
5. Tap OK to close the Currency Properties dialog box.
6. Tap OK.
Note:
If you want to use your custom currency symbol as the default
for all Expense items, select the symbol in the Preferences
dialog box. If you want to use your custom currency symbol
only for a particular Expense item, select the symbol in the
Receipt Details dialog box associated with that item.
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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.
Tap Show
Sort by
Enables you to sort expense items by date or
type.
Distance
Enables you to display Mileage entries in miles
or kilometers.
Show currency
Shows or hides the currency symbol in the
Expense list.
3. Tap OK.
Transferring your data to Microsoft Excel
After you enter your expenses into the Expense application on your
data with your computer.
Note:
You need Microsoft Excel version 5.0 (or later) to view and
print your Expense data using one of the provided templates.
Microsoft Excel is not included with the Palm IIIc organizer
package. The procedures in this section also assume that you
have installed Palm Desktop software. See “Palm Desktop
organizer software” in Chapter 1 for more information.
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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 organizer. The symbol appears in your Desktop application,
however, only if you are using fonts that support the euro symbol.
These fonts are part of the operating system on your desktop
computer. They do not reside with your Desktop application, and
they are not produced by Palm Computing.
Operating
System
Euro Support
Mac OS
Contained in Mac OS 8.5 or higher. For more
information, visit the following web site:
http://til.info.apple.com/techinfo.nsf/artnum/n22222
Download free font upgrades from the Web. For
more information, visit the following web site:
http://www.microsoft.com/windows/euro.asp
Windows 95
Windows 98
Includes all the necessary fonts and drivers.
Windows NT 4.0
Download free font upgrades from the Web. For
more information, visit the following web site:
http://www.microsoft.com/windows/euro.asp
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 used by default
to increase printing speed. If the printer font does not include the euro,
a box prints instead of the euro symbol.
You can work around this problem by sending a bitmap image
of the euro to the printer or by not using the printer's built-in fonts
(if allowed).
Creating or printing an expense report
Palm Desktop software makes it quick and easy to view and print
your Expense data in a Microsoft Excel spreadsheet.
To create or print an expense report:
1. Perform a HotSync operation to transfer your latest Expense data
to your computer.
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2. Click Expense in Palm Desktop software to open Microsoft Excel
and the Expense Report configuration dialog box.
Note:
If you launch Expense from the Start menu instead of
Palm Desktop software, you must first choose your
organizer user name.
3. Click the expense category that you want.
Click to select
Categories
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 not specify an end date, all expense entries for
the selected categories appear — up to the date of the last
HotSync operation.
5. Do one of the following:
Click Print to display the expense report in the Print Preview
window, and then click Print in the Microsoft Excel window to
print your expense report.
Click Create to display a Microsoft Excel spreadsheet contain-
ing your expense data. Your data appears in Microsoft Excel
spreadsheet form. You can enter information, make formatting
changes, and save and print the file in the normal manner.
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Using expense report templates
Palm Desktop software includes several expense report templates.
When you use one of these templates, you can edit your expense data
in Microsoft Excel.
The templates have the extension .xlt and are stored in the template
folder in the Palm Desktop software directory on your computer. To
see what a template looks like before you use it, open the template in
Microsoft Excel. For example, the template Sample2.xlt looks like this:
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.
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To view your expense data using a Microsoft Excel template:
1. Display your expense data in a Microsoft Excel spreadsheet as
described in the previous procedure.
2. Click Options.
Enter name and
other information
Choose expense
template
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 information.
5. Click OK.
Expense menus
Expense menus are shown here for your reference, and Expense
features that are not explained elsewhere in this book are described
here.
See “Using menus” in Chapter 1 for information about choosing menu
commands.
Record menu
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Options menu
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
“Telephone” which is the first expense type
beginning with the letters “TE.”
About Expense
Shows version information for Expense.
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Chapter 5
Communicating Using
Your Organizer
The previous chapter described the features of your Palm IIIc™
organizer that help you stay organized. This chapter describes the
features that help you stay connected.
■
Managing desktop E-Mail: Using your organizer, you can read, reply
to, compose, and delete e-mail from your desktop E-Mail
application while you’re away from your desk.
■
IR beaming: The infrared port located at the top of your organizer
lets you send data from your organizer — including entire
®
applications — to any other Palm Computing platform handheld
that’s close by and also equipped with an IR port.
Managing desktop E-Mail
away from your desk
Mail lets you manage the e-mail that you send and receive
through the E-Mail application on your desktop computer. You
can read, reply to, compose, and delete e-mail on your
organizer; but to send or receive e-mail, you must perform a
®
HotSync operation either directly or indirectly. Direct methods
include placing your organizer in the cradle attached to your
computer, or using infrared communications. Indirect methods
include using a modem, or using network HotSync technology.
The key to Mail is that it truly synchronizes the mail in the Inbox of
your desktop E-Mail application with the mail on your organizer. For
example, if you delete e-mail items from Mail, your next HotSync
operation also deletes the e-mail items from your desktop E-Mail
application, so you never have to delete e-mail items twice. Similarly,
if you read an e-mail item on your organizer and leave it in your
Inbox, your next HotSync operation marks it as read in your desktop
E-Mail application.
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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 organizer retrieves from your desktop
E-mail application.
■
Use your organizer to send and retrieve e-mail items from your
desktop E-Mail application via the cradle or infrared
communications.
Setting up Mail on the desktop
Before you use Mail for the first time, make sure your desktop E-Mail
application is up and running. You must also set up Palm™ Desktop
software for use with your desktop E-Mail application.
Your organizer supports a number of desktop E-Mail applications,
such as Microsoft Exchange (version 4.0 or higher), QUALCOMM
Eudora (version 3.0.3 or higher), and Lotus cc:Mail (versions 2.5, 6.0,
and 7.0). You can see the full list of the supported applications when
you set up Mail.
If your desktop E-Mail application does not appear on the list, you
may still be able to manage your desktop E-Mail application from
your organizer by means of special connection software, called a
conduit, that lets you synchronize your desktop E-Mail application
and your organizer. Contact the vendor of your E-Mail application or
visit the web site http://www.palm.com for more information.
Note:
The following instructions assume that you have already
installed Palm Desktop software on your computer and that
you did not set up Mail during the installation. If you have not
yet installed the Palm Desktop software, the installation
procedure prompts you to set up Mail as part of the Palm
Desktop software installation.
To set up Mail:
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 organizer for use
with your desktop E-Mail application.
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To select HotSync options:
1. Click the HotSync icon
right corner of the taskbar).
in the Windows system tray (bottom-
2. Choose Custom.
Tip:
You can also choose Custom from the HotSync menu in
Palm Desktop software.
3. Select Mail in the list box.
4. Click Change.
5. Click one of the following settings:
Synchronize
the files
Synchronizes the mail on your organizer and
your desktop E-Mail application.
Desktop
overwrites
handheld
Replaces the mail on your organizer with the
mail in your desktop E-Mail application. You
should use this option only if, for some reason,
the two inboxes get out of sync.
Do Nothing
Turns off communication between your
organizer and desktop E-Mail application.
Note:
Changing the HotSync setting from the default affects only the
next HotSync operation. Thereafter, the HotSync Action
reverts to the default setting.
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To change your Mail setup options:
1. Click the HotSync icon
2. Choose Custom.
in the Windows system tray.
Tip:
You can also choose Custom from the HotSync menu in
Palm Desktop software.
3. Select Mail in the list box.
4. Click Change.
5. Modify your settings as needed.
6. Click OK.
Synchronizing Mail with your E-Mail application
After you enable and configure Mail, you need to perform a HotSync
operation to synchronize Mail with your desktop E-Mail application.
For a complete explanation of HotSync technology, see Chapter 6.
Opening the Mail application on your organizer
To open Mail:
1. Tap the Applications icon
2. Tap the Mail icon
.
.
Viewing e-mail items
The Message list displays a list of your incoming e-mail items, who
sent them, and the date they were received. E-mail items you’ve read
have a check next to them. High-priority e-mail items appear in bold.
Previously read
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To open an e-mail item:
■
Tap an e-mail item to open it.
Header mode icons
Recipient
Subject
Sender
Time and date sent
E-mail body
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 provides
complete information about the sender, receiver, and copied
recipients, in addition to the subject and date the e-mail item was
created. Mail uses the header type you select for all your e-mail items.
To display full header information:
1. Open an e-mail item.
2. Tap the Complete Header icon.
Tip:
To redisplay the abbreviated header, tap the Abbreviated
Header icon.
Creating e-mail items
You create e-mail items with your organizer the same way you create
e-mail with your desktop E-mail application: you identify the
recipient(s) of the e-mail item, define a subject, and create the body of
the e-mail item.
You create original e-mail items and replies in the New Message
screen. All e-mail items must, at the very least, contain information in
the To: and Subj: fields.
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To create an e-mail item:
1. Tap New.
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 example, network users
sending an e-mail item to a user on the same network do
not need to add Internet information, such as
@mycorp.com.
3. To send a copy of this e-mail item to additional recipients, tap the
CC: field, and then enter the e-mail addresses of the additional
recipients, separating the addresses with a comma followed by a
space.
4. Tap the Subj: field and enter a subject for your e-mail item.
5. Tap the Body: field and enter the text of your e-mail item.
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Tip:
If the address, CC, subject, or body exceeds the capacity
of the screen display, tap the name of the field (for
example, tap “To:”) to expand that field. Tap the Done
button to return to the New Message screen.
Tap the name of the field to open
Tap to return to 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, or someone who didn’t see the original e-mail item
(Forward).
4. Select whether you want to include original text or comment
original text.
5. Tap OK.
6. Enter the text of your reply.
Tip:
You have several options including setting the priority.
See “Adding details to e-mail items” later in this chapter.
7. Tap Send to place your reply in the Outbox.
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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 Book.
To look up an e-mail address:
1. Tap either the To: or CC: field name to expand it.
2. Enter the first few letters of the last name of the person whose
address you want to find.
3. Tap Lookup.
4. If the letters you enter identify a unique listing from your Address
Book, your organizer completes the address for you. If not, the
Lookup dialog box appears and lists all records that contain
information in an E-mail field.
Tip:
You can also open the Look Up dialog box in the New
Message screen by tapping Lookup from the Options
®
menu or by using the Graffiti Command stroke / L.
Tap Lookup
5. Enter the first letter of the entry you want to find to scroll to the
first entry that begins with that letter. If you write an additional
letter, the list scrolls to the first entry that starts with those two
letters. For example, writing an “s” scrolls to “Sanders,” and
writing “sm” scrolls to “Smith.”
6. Tap an address to select it.
7. Tap Add.
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Tap to select
Tap here to enter address in field
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 select, your organizer
cannot attach that attribute to the e-mail item.
The following details are available:
Priority
BCC
priority.
Creates a blind carbon copy field in the New
Message screen.
Signature
Attaches previously defined text as the closing of an
e-mail item. See “Adding a signature to your e-mail
item” later in this chapter.
Confirm
Read
Requests a confirmation telling you when the
e-mail item was read.
Confirm
Delivery
Requests a confirmation telling you when the
e-mail item was delivered.
The Priority and BCC settings are valid only for the current e-mail
item and must be set for each item you create.
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Setting a priority
To set a priority for your e-mail item:
1. In the New Message screen, tap Details.
Tap here
2. Tap the Priority pick list and select the priority you want.
Tap here
Tap to select priority
3. Tap OK.
Tip:
Your organizer can flag e-mail items with a specific priority
only if your desktop E-Mail application supports this feature.
Sending a blind carbon copy
To add a BCC field to your e-mail item:
1. In the New Message screen, tap Details.
2. Tap the BCC check box to select it.
3. Tap OK.
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BCC field
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 text you
want to include. By defining such information as a signature, you save
yourself the trouble of having to enter it every time you create an
e-mail item.
Adding a signature to your message is a two-part process. First, you
create your signature. Then you select the Signature option.
To create a signature:
1. Tap the Menu icon
.
2. Tap Options, and then tap Preferences.
3. Tap the Signature text field and enter the text of your signature.
Add signature
text here
4. Tap OK.
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To add a signature to your e-mail item:
1. In the New Message screen, tap Details.
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:
The signature does not display in your e-mail item; only your
recipient sees the signature.
Requesting confirmations
To receive a confirmation when your e-mail item is read:
1. In the New Message screen, tap Details.
2. Tap the Confirm Read check box to select it.
3. Tap OK.
To receive a confirmation when your e-mail item is delivered:
1. In the New Message screen, tap Details.
2. Select the Confirm Delivery check box to select it.
3. Tap OK.
Storing e-mail to be sent later
When you send e-mail from your organizer, it actually stores the
e-mail in the Outbox folder until the next time you synchronize your
organizer with your computer. During synchronization, all e-mail
stored in the Outbox folder is transferred to the Outbox folder in your
desktop E-Mail application. E-mail created on your organizer is sent
out the next time you send mail from your desktop E-Mail application.
To send e-mail:
■
After you create an e-mail item, tap Send.
Editing unsent e-mail
You can make changes to an e-mail that has not yet been sent, as long
as you have not yet performed a HotSync operation. When you edit an
e-mail item, your organizer removes the item from the Outbox folder
and takes you back to the New Message screen, where you can edit the
item and resend it, save it as a draft, or delete it.
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To retrieve an e-mail item:
1. In the Message list, tap Outbox from the pick list in the upper-right
corner.
Tap here to display folder
2. Tap the e-mail item you want to retrieve.
Tap here
to select
item
Tap to
edit item
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 additional information before sending
it. Your organizer stores such e-mail items in the Draft folder until you
are ready to edit them again.
Note:
When you’re creating or editing an e-mail item, you can also
save the item as a draft by canceling it. When you cancel an
item, your organizer opens a dialog asking if you want to save
the e-mail item. If you tap Yes, your organizer saves the item
in the Draft folder.
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To save an e-mail item as a draft:
1. Create an e-mail item.
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.
Tap here
to select
item
Tap to
edit item
3. Tap Edit.
4. Enter your changes; then either save the e-mail item again as a
draft, or tap Send to move the item to your Outbox folder.
Filing e-mail
Your organizer can store e-mail you receive or create in the Filed
folder. The contents of this folder do not automatically synchronize
with your desktop E-Mail application during a HotSync operation.
Your organizer, however, stores a backup copy of the Filed folder on
your computer hard disk.
To file e-mail:
1. Open an e-mail item.
2. Tap the Menu icon
.
3. Tap Message, and then tap File.
4. Tap No to save the e-mail item and move it to the Filed folder, or
tap Yes to file the item and keep a copy in the Inbox.
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To remove e-mail from the Filed folder:
1. In the Message list, tap Filed from the pick list in the upper-right
corner.
2. Tap the e-mail item you want to restore.
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 organizer stores deleted e-mail in the Deleted folder until you
perform the next HotSync operation. If you delete an e-mail item from
the organizer, it is also deleted from your desktop E-Mail application
when you perform the next HotSync operation.
To delete e-mail:
1. Open the e-mail item you want to delete.
2. Tap Delete.
3. If you selected the Preferences option to confirm deletion, tap Yes.
Removing e-mail from the Deleted folder
You can reverse the deletion of an e-mail item (by removing it from the
Deleted folder) as long as you have not performed a HotSync
operation or purged the contents of the Deleted folder.
To remove an e-mail item you received from the Deleted folder:
1. In the Message list, tap Deleted from the pick list in the upper-right
corner.
2. Tap the e-mail item you want to restore.
3. Tap Undelete to move the selected item to the Inbox and mark it as
read.
To remove an e-mail item you created from the Deleted folder:
1. In the Message list, tap Deleted from the pick list in the upper-right
corner.
2. Tap the e-mail item you want to restore.
3. Tap Edit to display and modify the item.
Note:
After you display and modify the e-mail item, you can send it
or save it as a draft.
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Purging deleted e-mail
Because your organizer stores deleted e-mail in the Deleted folder
until you perform a HotSync operation, deleted e-mail can
monopolize storage space. To avoid or correct this problem, purge the
contents of your Deleted folder. E-mail that you purge is still deleted
from your desktop E-Mail application when you perform the next
HotSync operation.
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 the Message list
displays information.
Folders
Your organizer provides folders for categorizing your mail. The
Message list displays the e-mail items in the folder you select.
To select a folder:
1. Tap the pick list in the upper-right corner to open the list of folders:
Inbox
Contains the e-mail from your desktop E-Mail
application Inbox, minus any that you have excluded
using filtering options. See “Creating special filters”
later in this chapter.
Outbox
Deleted
Contains the e-mail you created and sent on the
organizer since the last HotSync operation.
Contains the e-mail you deleted since the last HotSync
operation.
Filed
Draft
Contains the e-mail you want to store on the organizer.
Contains the e-mail you created using the organizer
but are not yet ready to send.
2. Select the folder you want to display in the Message list screen.
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Date column
The Date column is optional in the Message list. By default, the Date
column is hidden to increase the available screen space.
To show the Date column:
1. In the Message list, tap Show.
Tap
Show
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 list, tap Show.
2. Tap the Sort by pick list and select one of the following options:
Date
Sorts e-mail by date and displays the most recent
e-mail item at the top of the screen.
Sender
Sorts e-mail by the sender’s user name and
displays items in ascending alphabetical order,
based on the first word of the From: field.
Subject
Sorts e-mail by the subject and displays items in
ascending alphabetical order, based on the first
word of the Subj: field.
3. Tap OK.
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HotSync options
HotSync options enable you to manage your e-mail more effectively
by selecting which e-mail items download when you synchronize
your computer and your organizer. You can define different settings
for local and remote synchronization. For example, you may want to
download all of your e-mail during local synchronization and only
urgent e-mail during remote synchronization. Once defined, your
organizer 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
.
2. Tap Options, and then tap HotSync Options.
3. Tap the Settings for pick list and select Local HotSync or Remote
HotSync.
Tap here
to display
HotSync
options
Note:
For more information about Local and Remote HotSync
operations, see Chapter 6.
4. Tap the filtering option you want to apply:
All
During synchronization, all e-mail items in your
desktop E-Mail Inbox synchronize with your
organizer, and all e-mail items in your organizer
Outbox are sent to your desktop E-Mail
application.
Send Only
During synchronization, only the e-mail items in
your organizer Outbox are sent to your desktop
E-Mail application; from there, they are sent to
their destinations.
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Filter
organizer Outbox are sent to your desktop E-Mail
application, and items in your desktop E-Mail
Inbox that meet specific criteria download to your
organizer. When you select the Filter setting, the
HotSync Options dialog box opens and displays
additional filter settings. See “Creating special
filters” later in this chapter.
Unread
During synchronization, only unread e-mail
items download to your organizer from your
desktop E-Mail Inbox, and all items in your
organizer Outbox are sent to your desktop E-Mail
application.
The All setting does not mean that all information included in each
e-mail item downloads to your organizer. Truncation settings
(explained in a following section) for long e-mail items still apply.
Also, Mail never downloads any attachments to your organizer.
The e-mail item and any text information appear, but the
attachment is left in your desktop E-Mail application.
5. If you selected All, Send only, or Unread, tap OK. If you selected
Filter, continue to the next section.
Creating special filters
You can create special filters to control the type of e-mail items that
download to your organizer during synchronization. Special filters
work on the premise of ignoring or retrieving items that contain
specific information in their header fields.
To create a special filter, you must decide whether you want to ignore
or retrieve certain e-mail items. Then, based on that decision, you
must tell your organizer what it needs to look for in the To:, From:, and
Subj: fields to single out those e-mail items.
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To access the special filter settings:
■
Tap the Filter box in the HotSync Options dialog box.
Tap here
to display
Filter
options
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 center of the HotSync Options dialog box
and select one of the following settings:
Tap here
Select Filter option
Ignore
Messages
Containing
exclude
the e-mail
Tells your organizer to
items that meet the criteria you define and
all other e-mail items
download
during
synchronization. In general, this filter
downloads more e-mail during
synchronization because it blocks only one
defined subset of e-mail.
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Retrieve
include
only the
Tells your organizer to
Only Msgs
Containing
e-mail items that meet the criteria you
define and to ignore all other e-mail items
during synchronization. This filter has the
potential to block more e-mail during
synchronization because it downloads only
one subset of e-mail.
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
organizer is looking for is called a filter string. You create a filter string
by listing the words you want your organizer to find and separating
them with either a comma or a space. Each word in the filter string is
joined by an implicit OR, so you do not need to enter logical
connectors like AND or OR.
To create a more complex filter, you can define filter strings for the To:,
From:, and Subj: fields simultaneously. Your organizer joins the filter
strings for these fields using an implicit AND; once again, you do not
need to add the logical connector. Your organizer does that for you.
For example, suppose you want to receive only e-mail items from John
Smith (jsmith@aol.com) or Jack Jones (jjones@aol.com) concerning the
Apollo Project. You would create the following filter strings:
In the To: field: jsmith@aol.com, jjones@aol.com
In the Subj: field: Apollo Project
Your organizer interprets this as, “Accept e-mail items about the
Apollo Project from John Smith or Jack Jones. Do not accept e-mail
items from other people. Do not accept e-mail items from John or Jack
about any other subject.”
When you define a string, note that your organizer searches for any
instance of that sequence of characters. For example, if you create a
filter that retrieves only e-mail items containing the string “info,” your
info
info
info
rest” and “k lk” appropriate
organizer considers “
matches.
,” “ra
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To define a filter string:
1. Tap a header field in the HotSync Options dialog box.
Tap here
to insert
cursor
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 length of the field, tap the name of the
field to display the Notes screen for that header field. For more
information about header field Notes screens, see “Creating e-mail
items” earlier in this chapter.
Enter
filter data
Tap here
Tap Done
to return
to HotSync
Options
4. Tap Done to return to the HotSync Options dialog box.
5. Tap OK.
High-priority e-mail
The Retrieve All High Priority setting lets you retrieve e-mail items
marked high-priority, even if those items would have been blocked by
a defined filter.
To retrieve high-priority e-mail items:
1. Tap the Filter box in the HotSync Options dialog box.
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2. Tap the Retrieve All High Priority check box to select it.
Tap
check
box
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 items
truncate when downloading to your organizer. By default, this
Truncate value is 4,000 characters. By truncating long messages, you
reduce the time it takes to synchronize your desktop E-Mail and Mail,
as well as the amount of storage space e-mail uses on your organizer.
Note:
Truncation is separate and independent from filtering.
To truncate e-mail items:
1. Tap Truncate in the HotSync Options dialog box.
Tap to
select
maximum
length
Tap
Truncate
2. Tap to select the truncation setting you want.
Tip:
If you select the maximum setting, messages can be 8,000
characters; longer messages are truncated. If you select a
lower value, you’ll have more room for e-mail items.
3. Tap OK.
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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 depending on whether you are viewing an
e-mail item, creating an e-mail item, or viewing the Message list.
Message list
New Message
View Message
Options menus
The Options menu varies depending on whether you are creating or
editing an e-mail item.
Message list
New Message
About Mail
Shows version information for Mail.
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Beaming information
Your organizer is equipped with an IR (infrared) port that you can use
to beam information to another Palm Computing platform handheld
that’s close by and also has an IR port. The IR port is located at the top
of the organizer, behind the small dark shield.
You can beam the following information between Palm Computing
platform handhelds:
■
■
■
The record currently displayed in Date Book, Address Book, To Do
List, or Memo Pad
All records of the category currently displayed in Address Book,
To Do List, 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 RAM memory
Note:
You can also perform HotSync operations using the IR port.
See “IR HotSync operations” in Chapter 6 for more details.
To select a business card:
1. Create an Address Book record that contains the information you
want on your business card.
2. Tap the Menu icon
.
3. Tap Record, and then tap Select Business Card.
4. Tap Yes.
To beam a record, business card, or category of records:
1. Locate the record, business card, or category you want to beam.
2. Tap the Menu icon
.
3. Tap Record, and then tap one of the following:
The Beam command for an individual record
In Address Book only: Beam Business Card
Beam Category
4. When the Beam Status dialog box appears, point the IR port
directly at the IR port of the receiving organizer.
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Tip:
For best results, Palm IIIc organizers should be between 10
centimeters (approximately 4 inches) and 1 meter
(approximately 39 inches) apart, and the path between the two
organizers must be clear of obstacles. Beaming distance to
other Palm Computing platform handhelds may be different.
5. Wait for the Beam Status dialog box to indicate that the transfer is
complete before you continue working on your organizer.
To beam an application:
1. Open the Applications Launcher.
2. Tap the Menu icon
.
3. Tap App, and then tap Beam.
4. Tap the application you want to transfer.
Note:
Some applications are copy-protected and cannot be
beamed. These are listed with a lock icon next to them.
5. Tap Beam.
6. When the Beam Status dialog box appears, point the IR port
directly at the IR port of the receiving organizer.
7. Wait for the Beam Status dialog box to indicate that the transfer is
complete before you continue working on your organizer.
To receive beamed information:
1. Turn on your organizer.
2. Point the IR port directly at the IR port of the transmitting
organizer to open the Beam dialog box.
3. Select a category for the incoming information, create a new
category, or leave the information unfiled.
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4. Tap Yes.
Tips on beaming information
■
■
■
You can press the Address Book application button
two seconds to beam your business card.
for about
You can set the full-screen pen stroke to beam the current entry.
See “Pen preferences” in Chapter 7 for more information.
You can use the Graffiti Command stroke / B to beam the current
entry.
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Chapter 6
®
Advanced HotSync Operations
®
HotSync technology enables you to synchronize data between one or
®
more Palm Computing platform handhelds and Palm™ Desktop
software or another PIM such as Microsoft Outlook. To synchronize
data, you must connect your Palm IIIc™ organizer and Palm Desktop
to your computer, or using infrared communications. Indirect
methods include using a modem, or using network HotSync
technology.
This chapter describes how to select HotSync options and perform a
HotSync operation via infrared communications, a modem, or a
network. See “Exchanging and updating data: HotSync operations” in
Chapter 4 for information about performing your first and subsequent
local HotSync operations.
Selecting HotSync setup options
You can choose when you want HotSync Manager to run. If necessary,
you can adjust the local and modem HotSync settings as well.
To set the HotSync options:
1. Click the HotSync Manager icon in the Windows system tray.
2. Choose Setup.
3. Click the General tab and select one of the following options:
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Always available
Adds HotSync Manager to the Startup
folder and constantly monitors the
communication port for synchronization
requests from your organizer. With this
option, the HotSync Manager synchronizes
data even when Palm Desktop software is
not running.
Available only
when Palm
Desktop software
is running
Starts HotSync Manager and monitors
requests automatically when you open Palm
Desktop software.
Manual
Monitors requests only when you select
HotSync Manager from the Start menu.
Tip:
If you’re not sure which option to use, keep the default
setting: Always available.
4. Click the Local tab to display the settings for the connection
between your computer and the organizer cradle, and adjust the
following options as needed.
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Serial Port
uses to communicate with the cradle. This
selection should match the number of the port
to which you connected the cradle.
Note:
Your organizer cannot share this port
with an internal modem or other
device. See “Palm IIIc components” in
Chapter 1 if you have trouble
identifying the serial port.
Speed
Determines the speed at which data is
rate first, and adjust downward if you
experience problems. This setting allows Palm
Desktop software and your organizer to find
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 the options as needed. See
“Conducting a HotSync operation via a network” later in this
chapter for more information.
7. Click OK.
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Customizing HotSync application settings
For each application, you can define a set of options that determines
how records are handled during synchronization. These options are
called a “conduit.” By default, a HotSync operation synchronizes all
files between the organizer and Palm Desktop software.
In general, you should leave the settings to synchronize all files. The
only reason you might want to change these settings is to overwrite
data on either your organizer or Palm Desktop software, or to avoid
synchronizing a particular type of file because you don’t use it.
In addition to the conduits for Date Book, Address Book, To Do List,
Memo Pad, and Expense, Palm Desktop software includes System and
Install conduits. The System conduit backs up the system information
®
stored on your organizer, including Graffiti ShortCuts. The Install
conduit installs add-on applications on your organizer.
To customize HotSync application settings:
1. Click the HotSync icon
right corner of the taskbar).
in the Windows system tray (bottom-
Tip:
You can also click the HotSync command on the Palm
Desktop software menu bar.
2. From the HotSync Manager menu, choose Custom.
3. Select the appropriate user name from the list.
4. Select an application in the Conduit list.
5. Click Change.
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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 default settings. To use a new
setting on an ongoing basis, select the Set As Default box.
Thereafter, whatever you selected as the default setting is
used when you click the Default button in the Custom
dialog.
7. Click OK.
8. Repeat steps 4 through 7 to change conduit settings for other
applications.
9. Click Done to activate your settings.
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IR HotSync operations
Your organizer 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
you can also beam data to a cell phone and any other device that
supports the IrCOMM implementation of the IrDA standards.
Most importantly, you can use the IR port to perform HotSync
operations; you don’t need your cradle. This is especially useful if you
travel with an infrared-enabled laptop. You simply enable infrared
communication on your laptop and organizer and follow the steps in
“Performing an IR HotSync operation” later in this section.
Preparing your computer for infrared communication
Before you can perform a HotSync operation using the IR port, the
computer with which you want to synchronize must fulfill these
requirements:
■
Your computer must support the IrCOMM implementation of the
IrDA standards.
■
Your computer must have an enabled infrared port that’s built into
the computer, or an enabled infrared device attached to the
computer.
Desktop computers are likely to require an infrared device attached to
a physical COM port. Laptops are likely to have a built-in IR port, so
no external device is necessary. Your computer must also have an
installed infrared driver.
Check your computer’s documentation to learn if the computer
supports infrared communication. If your computer is a Macintosh
G3, or uses Microsoft Windows 98, infrared communication is built
into the operating system. Some versions of the Macintosh iMac also
have built-in infrared communication.
The following procedure explains how to find out if your Windows 95
computer has an infrared driver installed.
To check if your Windows 95 computer supports infrared communication:
1. In the Windows taskbar, click Start.
2. Choose Settings, and then choose Control Panel.
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3. In the Control Panel, look for the Infrared icon.
If the icon is there, your computer is enabled for infrared
communication. If it isn’t there, you need to install an infrared driver.
Note:
If you have an external infrared device attached to your
computer, a driver is probably included with the device.
Consult the documentation included with the device for
information on installing the required driver.
To install a Windows 95 infrared driver:
1. Click the HotSync Manager icon
in the Windows system tray
and choose Setup. Click the tabs and note the COM ports being
used by the HotSync Manager. You need this information later.
2. Go to this web site:
http://www.microsoft.com/windows/downloads
3. Follow the links to the Windows 95 IrDA 2.0 (Infrared Driver), and
follow the instructions to download the driver.
4. Close your Internet browser if it’s in the way.
5. Find the file W95ir.exe on your computer.
Before you go to the next step, be sure this file is in a folder
where you want to store the infrared driver.
6. Double-click W95ir.exe.
A window lists the files that are unzipping onto your hard disk.
When the title bar displays Finished, close this window.
7. Double-click Setup.exe to begin installation. This file is in the
folder where you unzipped W95ir.exe.
The Add Infrared Device Wizard appears.
8. Click Next.
9. Accept the defaults provided until the Wizard asks you to select an
infrared port. Be sure to select an available communications port.
Do not select the port that the HotSync Manager currently uses.
10. Continue the rest of the installation using the defaults provided.
If an alert appears telling you that there is a communication
port conflict, click OK and proceed.
After you install the infrared driver, check the ports used by your
computer for infrared communication.
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To check the ports used for infrared communication:
1. In the Windows taskbar, click Start, choose Settings, and then
choose Control Panel.
2. Double-click Infrared.
3. Click the Options tab.
4. Select Enable infrared communication.
The COM port displayed in the drop-down box is the port
where your infrared device is attached. It should be different
from any port used by the HotSync Manager.
5. Make a note of which port is listed as “providing application
support.” You need this information to configure the HotSync
Manager for infrared communication.
This port (COM4 in this example) is the simulated port, the
channel through which the actual infrared communication
takes place between your computer and your organizer.
6. Deselect any other check boxes in the Options tab.
7. Click Apply and OK.
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Configuring HotSync Manager
for infrared communication
Next, you need to go to the HotSync Manager and specify the
simulated port used for infrared communication.
To configure HotSync Manager for infrared communication:
1. Click the HotSync Manager icon
in the Windows system tray.
2. Make sure Local is checked on the menu.
3. Choose Setup.
4. Click the Local tab.
5. In the Serial Port drop-down box, select the COM port that was
given as the simulated port in the Options tab of the Infrared
Monitor (in this example, COM4).
6. Click OK.
The HotSync Manager is now communicating with the simulated port
defined for infrared communication. This means that you cannot use
your cradle again until you reconfigure the HotSync Manager to
communicate with the port defined for cradle synchronization.
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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 operation.
To perform an IR HotSync operation:
1. In the Applications Launcher, tap the HotSync icon.
2. Tap Local.
3. Tap the pick list below the HotSync icon and select IR to a
PC/ Handheld.
4. Position the IR port of your organizer within a couple of inches of
the infrared port of your computer.
5. Tap the HotSync icon to start the IR HotSync operation.
Tap here
to start IR
HotSync
operation
Returning to cradle HotSync operations
It’s easy to return to using the cradle for HotSync operations.
To return to cradle HotSync operations:
1. If needed, connect the cradle to a serial (COM) port of your
computer.
2. Click the HotSync Manager icon
3. Choose Setup, and then click Local.
in the Windows system tray.
4. Select the COM port where your cradle is connected.
5. Click OK.
Now, the next time you want to perform a HotSync operation, just
press the HotSync button on the cradle, as you always did in the past.
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You can leave the HotSync application on your organizer set to
perform IR HotSync operations and still use the cradle. This is useful
if you perform HotSync operations with both your desktop computer
and a laptop that you travel with. When you travel, you don’t have to
carry a cradle or cable because your organizer is set to perform IR
HotSync operations. When you’re in the office, just place your
organizer in the cradle and press the HotSync button.
Conducting a HotSync operation via modem
You can use a modem to synchronize your organizer 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.
■
■
■
■
A modem connected to your computer.
Palm Desktop software configured for use with the modem.
A modem connected to your organizer.
A configuration for the kind of modem connection (Serial to
Modem or IrCOMM to Modem) you want to make. See
“Connection preferences” in Chapter 7 for more information.
Preparing your computer
There are a few steps you must perform to prepare your computer for
a modem HotSync operation. Be sure to perform these steps before
you leave your office so that your computer is ready to receive a call
from your organizer.
To prepare your computer for a modem HotSync operation:
1. Confirm that the computer modem is connected and turned on,
and that no communications applications, such as fax or telephony
software, are running on a COM port.
Note:
Make sure the computer is disconnected from all
online services, such as America Online (AOL) and
CompuServe. This helps to avoid conflicts with the
COM port.
2. Start HotSync Manager if it is not already running, and from the
HotSync Manager menu, choose Modem.
3. Adjust the following options as needed.
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Serial Port
Speed
Identifies the port for the modem. If you are
unsure of the port assignment, look at the
Modem Properties in the Windows Control
Panel.
Determines the speed at which data is
transferred. Try the As Fast As Possible rate
first, and adjust downward if you experience
problems. This setting allows Palm Desktop
software and your organizer to find and use
the fastest speed.
Modem
Identifies the modem type or manufacturer.
Refer to your modem manual or face plate for
its type or settings. If you’re not sure of your
modem type or your modem doesn’t match
any that appear in the list, select Hayes Basic.
Setup String
Identifies the setup string for your particular
modem. Not all modems require a setup
string. Refer to your modem manual and enter
the setup string if recommended by the
manufacturer.
4. Click OK.
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Preparing your organizer
There are a few steps you must perform to prepare your organizer for
a modem HotSync operation.
To prepare your organizer for a modem HotSync operation:
1. Tap the Applications icon
2. Tap the HotSync icon
3. Tap Modem.
.
.
Tap here
4. Tap the pick list below the icon and select a modem configuration.
configuration
Note:
If you need to create a configuration, tap the Menu icon
and then select Options and Connection Setup. See
“Connection preferences” in Chapter 7 for more
information.
5. Tap the Enter phone # field.
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Tap here
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 computer.
7. If needed, enter a dial prefix (such as “9”) to access an outside line,
and then tap the Dial Prefix check box.
Tip:
You can enter a comma in the field to introduce a “pause”
in the dialing sequence. Each comma equals a two second
pause.
8. If the phone line you’re using for the organizer has Call Waiting,
select the Disable call waiting check box to avoid an interruption
during the modem HotSync operation.
9. If you want to use a calling card to place the call, select the check
box and enter the calling card number.
10. Tap OK.
Selecting the conduits for a modem HotSync operation
The Conduit Setup dialog box on your organizer enables you to define
which files and/ or applications synchronize during a modem
HotSync operation. You can use these settings to minimize the time
required to synchronize data with a modem.
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To change the Conduit Setup for a modem HotSync operation:
1. Tap the Applications icon
.
2. Tap the HotSync icon
3. Tap the Menu icon
.
.
4. Tap Options, and then tap Conduit Setup.
5. Tap the check boxes to deselect the files and applications that you
do not want to synchronize during a modem HotSync operation.
The default setting is to synchronize all files.
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 organizer, and select your
Conduit Setup options, you are ready to perform a modem HotSync
operation.
To perform a modem HotSync operation:
2. Tap the HotSync icon
3. Tap the Modem icon
.
to dial the Palm Desktop modem and
synchronize the applications.
4. Wait for the HotSync operation to complete. If you have any
problems conducting a successful HotSync operation, see
Appendix B.
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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. The network HotSync technology enables you to
perform a HotSync operation by dialing in to a network or by using a
cradle that is connected to any computer on your LAN or WAN
(provided that the computer connected to the cradle also has the
network HotSync technology installed, your computer is on, and the
HotSync Manager is running).
Connecting to your company’s dial-in server
A network HotSync operation requires the following (consult your
System Administrator for assistance):
■
■
Your computer has TCP/ IP support installed.
Both your company’s network system and its remote access server
support TCP/ IP.
■
You have a remote access account.
Everything you need to connect to your company’s dial-in server
(network modem) is included with Palm Desktop software and
organizer software. You need to activate the feature, however, on both
Palm Desktop software and your organizer.
To prepare your computer for a network HotSync operation:
1. Click the HotSync Manager icon
in the Windows system tray.
2. From the HotSync Manager menu, choose Network.
3. From the HotSync Manager menu, choose Setup.
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.
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5. Click OK.
6. Put your organizer in the cradle and perform a HotSync operation.
The HotSync operation records network information about
your computer on your organizer. With this information, your
organizer can locate your computer when you perform a
HotSync operation over the network.
To prepare your organizer for a network HotSync operation:
1. Tap the Applications icon
2. Tap the HotSync icon
.
.
3. Tap the Menu icon
.
4. Tap Options, then tap Modem Sync Prefs.
5. Tap Network.
6. Tap OK.
7. Tap Select Service.
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Tap here
Note:
See “Network preferences and TCP/ IP software” in Chapter 7
for information on creating a network connection.
8. Tap Service and select a service.
Tap here
9. Tap Done.
10. Tap the Menu icon
.
11. Tap Options, then tap Conduit Setup.
Follow the instructions in “Selecting the conduits for a modem
HotSync operation” earlier in this chapter.
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Performing a network HotSync operation
After you prepare your computer and your organizer, 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 File Link
The File Link feature enables you to import Address Book and Memo
Pad information onto your organizer from a separate external file such
as a company phone list. HotSync Manager stores the data in a
separate category on your Palm Desktop software and your organizer.
You can configure the File Link feature to check for changes to the
external file when you perform a HotSync operation.
With File Link, you can import data stored in any of the following
formats:
■
■
■
■
Comma-separated (*.csv)
Memo Pad archive (*.mpa)
Address Book archive (*.aba)
Text (*.txt)
For information on how to set up a file link, see the Palm Desktop
online Help.
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Creating a user profile
If you use the File Link feature to configure several Palm Computing
platform 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 organizer without
associating that data with a user name. The User Profile feature is
designed only for the first-time HotSync operation, before you assign
a User ID to a particular organizer.
To create a user profile:
1. Open Palm Desktop software.
2. From the Tools menu, choose Users.
3. Click Profiles.
4. Click New.
5. Enter a unique name for the profile and click OK.
6. Repeat steps 3 and 4 for each profile that you want to create, and
then click OK to return to Palm Desktop software.
7. Select the profile from the User list and create the data for the
profile (e.g., company phone list, etc.).
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To use a profile for the first-time HotSync operation:
1. Place the new organizer in the cradle.
2. Press the HotSync button
3. Click Profiles.
on the cradle.
4. Select the profile you want to load on the organizer, and click OK.
5. Click Yes to transfer all the profile data to the organizer.
The next time you perform a HotSync operation, Palm Desktop
software prompts you to assign a user name to the organizer.
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Chapter 7
Setting Preferences for
Your Organizer
The Preferences screens enable you to customize the configuration
options on your Palm IIIc™ organizer.
In the Preferences screens, you can do the following:
General
Set the date and time, the auto shut-off interval, the
Stay on in cradle feature, the Beam Receive feature,
and the system, alarm, and game sounds.
Formats
Connection
Owner
Set the country default and the formats for dates,
times, calendar, and numbers.
Configure serial, modem, and infrared
communication settings.
Assign your name, phone number, and other owner
information to your organizer.
Buttons
Assign different applications to the buttons on the
®
front panel of your organizer and the HotSync
button on the cradle, and reassign the full-screen pen
stroke command.
®
ShortCuts
Digitizer
Network
Define a list of Graffiti abbreviations.
Calibrate the screen on your organizer.
Configure your organizer for use with a network.
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.
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Buttons preferences
The Buttons Preferences screen enables you to associate different
applications with the buttons on the front of the organizer.
For example, if you find that you seldom use To Do List and often use
Expense, you can assign the To Do List button to start Expense.
Any changes you make in the Buttons Preferences screen become
effective immediately; you do not have to change to a different screen
or application.
If you assign a different application to a button, you can still access the
original application using the Applications Launcher.
To change the Buttons preferences:
1. Tap the pick list next to the button you want to re-assign.
Tap arrow to
show pick list
2. Tap the application that you want to assign to the button.
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.
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Drag to top of screen
To change the Pen preferences:
1. Tap Pen.
2. Tap the pick list and select one of the following settings for the full-
screen pen stroke:
Keyboard
Opens the onscreen keyboard for entering text
characters.
Graffiti Help
Turn Off & Lock
Opens a series of screens that show the
complete Graffiti character set.
Turns off and locks the organizer. You must
assign a password to lock the organizer. When
locked, you need to enter the password to use
your organizer.
Beam Data
Brightness
Beams the current record to another Palm
®
Computing platform handheld.
Adjusts the brightness of the screen.
3. Tap OK.
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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 modem. Any changes that you make in the
HotSync Buttons dialog box become effective immediately;you do not
have to change to a different screen or application.
To change the HotSync buttons preferences:
1. Tap HotSync.
2. Tap the pick list next to the button you want to assign.
Tap arrow
to show
pick list
3. Tap the application that you want to assign to each button.
The default setting for each button is the HotSync setting,
which means the cradle and optional modem perform their nor-
mal HotSync functions.
4. Tap OK.
Digitizer preferences
The Digitizer Preferences screen opens the digitizer calibration screen.
This is the same screen that appears when you start your organizer 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 the
display format of the dates, times, and numbers on your organizer.
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Country default
The country default sets date, time, week start day, and number
organizer. For example, in the United Kingdom, time often is
expressed using a 24-hour clock. In the United States, on the other
hand, time is expressed using a 12-hour clock with an AM or PM
suffix.
All your organizer applications use the Country default settings. You
can, however, customize your own preferences as described in “Time,
date, week start, and numbers formats” later in this chapter.
To set the country default:
1. Tap the country name pick list.
2. Tap the setting you want to use.
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 organizer.
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 organizer that
display a calendar.
4. Tap the Numbers pick list, and select formats for the decimal point
and thousands separator.
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General preferences
The General Preferences screen enables you to set the time, date, auto
shutoff interval, and sounds for your organizer.
See Chapter 1 for information on setting the time and date.
Auto-off delay
Your organizer has an automatic shutoff feature that turns off the
power after a period of inactivity. This feature helps conserve battery
power in case you forget to turn off your organizer.
If you find that your organizer shuts itself off before you finish
reviewing the information on the screen, you should increase the time
setting of the automatic shutoff feature.
To set 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, and 2 minutes.
Cradle settings
You can choose to leave your organizer on when it is in the cradle
during a HotSync operation, or when you are recharging the battery,
so you can continue to view your data.
Note:
To fully recharge the battery you need to turn your organizer
off.
To change the cradle setting:
■
Tap the Stay on in Cradle check box to leave your organizer on
when it is in the cradle.
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System, alarm, and game sounds
Your organizer uses a variety of sounds. The System, Alarm, and
Game Sound settings enable you to turn the sounds on or off, and to
adjust the volume level.
To set the system and alarm sounds:
1. Tap the System Sound pick list and select the sound level.
Note:
When you turn off the System Sounds, you also turn off
the “chime” tones associated with the HotSync operation.
2. Tap the Alarm Sound pick list and select the sound level.
3. Tap the Game Sound pick list and select the sound level.
Note:
The Game Sound setting works only with games that are
programmed to respond to this setting. Older games
typically do not respond to this setting.
Beam Receive
You can choose to turn off the Beam Receive feature. This prohibits
anyone from beaming information to your organizer. It also results in
a slight saving of battery power.
To change the Beam Receive setting:
■
Tap the Beam Receive pick list and select On or Off.
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Connection preferences
The Connection Preferences screen enables you to define the settings
used to perform different types of HotSync operations. The screen
displays a list of available configurations that are ready to be further
defined; the list varies depending on the kind of software you’ve
added to your organizer.
For example, a modem connection appears on the list. If you have this
modem, you only need to specify the phone setup (and network
connection — if required) to complete the configuration.
Note:
You can purchase a modem for use with your organizer. See
http:/ / www.palm.com.
You can also create custom configurations. There are four possible
kinds of connections.
Serial to PC: A local HotSync connection: the direct
serial connection between your organizer and your
desktop computer. Your organizer is connected by
its serial port to the cradle, and the cradle is
attached by its cable to a serial (COM) port of your
desktop computer.
Serial to Modem: A connection between a modem
attached to the serial port of your organizer and a
modem that is part of your computer or laptop.
IrCOMM to PC: A connection between the IR port of
your organizer and the infrared device of your
computer or laptop.
IrCOMM to Modem: A connection between the IR port
of your organizer and a modem. The modem can be
attached to a computer or some other device
containing an IR port.
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Sample connection for remote
IR HotSync operations
The following sample configuration would enable you to perform an
IR HotSync operation by sending data through the IR port of a modem
attached to a cell phone, which then dials a modem attached to your
desktop computer, to synchronize with your Desktop application. For
this example, you use the IrCOMM to Modem connection.
To create an IrCOMM to Modem connection:
1. Tap New.
2. Enter a name to identify this configuration.
3. Tap the Connection Method pick list and select IrCOMM to
Modem.
4. Tap the Dialing pick list and select TouchTone or Rotary.
5. Tap the Volume pick list and select the speaker volume you want
to use.
6. Tap Details.
Tap here
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7. Enter the initialization string supplied by the documentation for
the modem attached to your cell phone.
8. Tap OK, and then tap OK again to save the configuration.
Your new configuration appears in
the list of available configurations
After you create the configuration, you need to set up the HotSync
Manager of your Desktop application and the HotSync application of
your organizer to perform a modem HotSync operation.
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Network preferences and TCP/IP software
The Network Preferences settings enable you to use the TCP/ IP
software that is included in the organizer 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, you must create a configuration in Connection
Preferences and then create Network Preferences settings.
Note:
The Connection Preferences screen enables you to define
several ways that your organizer can use the modem to
communicate with remote devices. For example, you can
communicate with your ISP server, or with your computer if
you are away on travel. See “Connection preferences” earlier
in this chapter for a complete explanation on how to create
modem configurations.
After you configure both the Connection and Network Preferences,
you can establish a PPP (Point-to-Point Protocol), SLIP (Serial Line
Internet Protocol), or CSLIP (Compressed Serial Line Internet
Protocol) connection with your ISP or dial-in server. You can do this
either by using menu commands from the Network Preferences
screen or by using a third-party application.
Note:
TCP/ IP provides the ability to connect to your ISP or dial-in
server with applications that allow you to view the
transmitted data. Visit the web site http:/ / www.palm.com for
information on third-party applications that take advantage of
TCP/ IP.
Selecting a service
Use the Service setting to select the service template for your Internet
Service Provider or a dial-in server. Service templates are a set of ISP
and dial-in server configuration settings that you can create, save, and
reuse.
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To select a service:
1. Tap the Service pick list.
Tap here to display
a list of service
templates
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 text, only two lines appear onscreen.
To enter a user name:
1. Tap the User Name field.
2. Enter your user name.
Enter your user
name here
Note:
Most dial-in servers do not accept spaces in the user name.
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Entering a password
The Password box identifies the password you use to log into your
server or ISP. Your entry in this field determines whether your
organizer prompts you to enter a password each time you log into
your network:
■
If you do not enter a password, your organizer displays the word
“Prompt” in this field and asks you to enter a password during the
login procedure.
■
If you enter a password, your organizer 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 server.
Enter password here
Tap here
3. Tap OK.
Note:
The Password field updates to display the word “Assigned.”
Selecting a connection
Use the Connection setting to select the method you want to use to
connect to your Internet Service Provider or a dial-in server. See
“Connection preferences” earlier in this chapter for information about
creating and configuring connection settings.
To select a connection:
1. Tap the Connection pick list.
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Tap here to display
a list of available
connections
2. Tap the connection you want to use.
Adding telephone settings
When you select the Phone field, your organizer 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 give 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 server.
Enter your ISP phone
number here
3. If you need to enter a prefix or disable Call Waiting, skip to those
procedures. Otherwise, tap OK.
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Entering a prefix
A prefix is a number that you dial before the telephone number to
access an outside line. For example, many offices require that you dial
“9” to dial a number outside the building.
To enter a prefix:
1. Tap the Dial Prefix check box to select it.
Select this
Enter your
prefix here
box if you
need to use
a prefix
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 Call Waiting:
1. Tap the Disable call waiting check box to select it.
Select this
box if you
Enter your disable
need to
code here
disable Call
Waiting
2. Enter the code to disable Call Waiting on the Disable call waiting
line.
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Note:
Each telephone company assigns a code to disable Call
Waiting. Contact your local telephone company for the
code that is appropriate for you.
3. Tap OK.
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, you need to add commas at the beginning
to compensate for this delay. Each comma delays transmission of your
calling card number for two seconds.
To use a calling card:
1. Tap the Use calling card check box to select it.
Select this
box to use a
calling card
Enter your
calling card
number here
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 Internet Service Provider (ISP) or your
company’s network (dial-in server) is easy.
Note:
If you are connecting to an ISP, you need a third-party
application, such as a web browser or news reader, to take
advantage of this connection. For information about third-
party applications that support TCP/ IP, check the web site
http:/ / www.palm.com.
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To establish a connection:
■
Tap Connect to dial the current service and display the Service
Connection Progress messages.
Tip:
To see expanded Service Connection Progress messages,
press the lower half of the Scroll button.
To close a connection:
■
Tap Disconnect to terminate the connection between your
organizer and your service.
Creating additional service templates
You can create additional service templates from scratch or by
duplicating existing templates and editing information. After you
create a new or duplicate template, you can add and edit settings.
To add a new service template:
1. Tap the Menu icon
.
2. Tap Service, and then tap New.
An Untitled service template is added to the Service pick list.
To duplicate an existing service template:
1. Tap the Service pick list.
2. Tap the predefined service template you want to duplicate.
3. Tap the Menu icon
.
4. Tap Service, and then tap Duplicate.
A copy of the service template is added to the Service pick list.
Adding detailed information to a service template
If you are using one of the predefined service templates, you probably
only need to enter your user name and telephone number. If you are
creating a new service template, you may need to provide additional
information to your ISP or dial-in server. You use the Details dialog
box to add additional information to a selected service template.
To select a connection type:
1. Tap the service field.
2. Tap Details.
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Select connection type
3. Tap the Connection type pick list and select one of the following
connection types:
PPP
Point-to-Point protocol
SLIP
CSLIP
Serial Line Internet Protocol
Compressed Serial Line Internet Protocol
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 organizer waits before
dropping the connection with your ISP or dial-in server when you
switch out of a TCP/ IP application.
To set the Idle timeout:
1. Tap the Idle timeout pick list and select one of the following
options:
Immediate
1 minute
Drops the connection to your ISP immediately
when you switch to another application.
Waits one minute for you to open another
application before it drops the connection.
2 minutes
3 minutes
Waits two minutes.
Waits three minutes.
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Power Off
Keeps your PPP or SLIP connection until you
turn off your organizer (or until it times out). This
option works best with the modem.
2. Tap OK.
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.
Each IP address has four sections, separated by periods. In the Details
dialog box, you enter each section separately. Each section of an IP
address is made up of a number from 0 to 255; numbers are the only
allowable characters 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 first section of the IP address.
Note:
Each section must be a number from 0 to 255.
3. Repeat step 2 for the second, third, and last sections of the Primary
DNS field.
4. Repeat steps 2 and 3 for the Secondary DNS number.
5. Tap OK.
IP address
Everyone who logs on to the Internet needs to have a unique identifier
(an IP address), whether permanent or temporary. Some networks
dynamically assign a temporary IP address when clients log in. The IP
Address field lets you identify whether your network provides
automatic (dynamic) temporary IP addressing.
Note:
If your IP address is permanently assigned, you need to get
that information from your System Administrator. If you are
not sure, select Automatic.
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To identify dynamic IP addressing:
■
Tap the IP Address check box to select it.
Tap to select automatic
IP address
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 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 in to a
network server, for example, your corporate network or your Internet
Service Provider (ISP). A login script is associated with a specific
service template created in Network Preferences.
A login script is something that you are likely to receive from your IS
System Administrator if your company has a system in which you log
in to the corporate servers from your organizer using a modem or
network connection. The script is generally prepared by the System
Administrator and distributed to users who need it. It automates the
events that must take place in order to establish a connection between
your organizer and the corporate servers.
You can create login scripts in two ways:
■
In a text editor on your desktop computer, in which you create a
file with the extension PNC, which you then install on your
organizer using the Install Tool (this method is not available to
Macintosh users)
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■
In the Login Script dialog box on your organizer, accessed from the
Details dialog box in Network Preferences
Tap here to see the list of
available commands
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 organizer
You can create login scripts by selecting commands from the
Command pick list in the Login Script dialog. Some commands, such
as Send, require you to supply additional information. Those
commands have a parameter field so that you can add the necessary
data.
To create a login script:
1. Tap Script.
2. Tap the End pick list.
Tap here
3. Tap the command you want from the Command list. If the
command requires additional information, a field appears to the
right of it for you to enter the information. The following
commands are available:
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Wait For
Tells your organizer to wait for specific
characters from the TCP/ IP server before
executing the next command.
Detects a challenge-response prompt coming
from the server and then displays the dynamically
generated challenge value. You then enter the
challenge value into your token card, which in
turn generates a response value for you to enter
on your organizer. This command takes two
arguments, separated by a vertical bar (| ) on the
input line.
Wait For
Prompt
Send
Transmits specific characters to the TCP/ IP
server to which you are connecting.
Send CR
Send User ID
Transmits a carriage return or LF character to the
TCP/ IP server to which you are connecting.
Transmits the User ID information entered in the
User ID field of the Network Preferences screen.
Send
Password
Transmits the password entered in the Password
field of the Network Preferences screen. If you
did not enter a password, this command
prompts you to enter one. The Password
command is usually followed by a Send CR
command.
Delay
Get IP
Prompt
End
Tells your organizer to wait a specific number of
seconds before executing the next command in
the login script.
Reads an IP address and uses it as the IP address
for your organizer. This command is used with
SLIP connections.
Opens a dialog box and prompts you to enter
text of some kind (for example, a password or a
security code).
Identifies the last line in the login script.
4. Repeat steps 2 and 3 until the login script is complete.
5. Tap OK.
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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
organizer just like any other application. After you install the plug-in
application, you can use the new script commands in a login script.
Plug-in applications have the following characteristics:
■
■
■
■
■
Written in C language
Compiled into a device executable
Called properly from a login script
Able to return control to a login script after it terminates
Created using a development environment that supports the Palm
OS® software, such as Metrowerks CodeWarrior for Palm
Computing Platform.
For additional information on creating plug-in applications, send
e-mail to Palm Developer Support at devsupp@palm.com.
Deleting a service template
There is only one way to delete a service template: use the Delete
command from the Service menu.
To delete a service template:
1. Tap the Service pick list.
2. Tap the service template you want to delete.
3. Tap the Menu icon
.
5. Tap OK.
Network preferences menu commands
The Network Preferences screen includes menu commands to make it
fast and easy to create and edit service templates. TCP/ IP application
menus are shown here for your reference. See “Using menus” in
Chapter 1 for more information about choosing menu commands.
Chapter 7
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Service menu
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 point in the login procedure the
connection fails. An easy way to do this is to display the expanded
Service Connection Progress messages. Expanded Service Connection
Progress messages describe the current stage of the login procedure.
Press the lower half of the scroll button at any point during login to
display these messages.
Viewing the Network Log
If viewing the expanded Service Connection Progress messages does
not give you enough information to find out why you cannot connect
to your ISP or dial-in server, take a look at the Network Log. The
Network Log lists all of the communication that occurs between your
modem and your dial-in server during the login procedure. The
information in the Network Log can help your ISP or your System
Administrator pinpoint where the login procedure communication
fails and why.
To view the Network Log:
1. Tap Options, and then tap View Log.
2. Tap the up and down arrows of the scroll bar to see the entire
Network Log.
3. Tap Done.
Adding a DNS number
If your ISP or dial-in server requires a DNS number and you did not
enter that information in the Network Preferences screen, it will
appear that you successfully logged into your network. When you try
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to use an application or look up information, however, the connection
fails. If this occurs, try adding a DNS number. Ask your ISP or your
System Administrator for the correct Primary and Secondary DNS IP
numbers.
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 organizer.
If you use the Security application to turn off and lock your organizer
with a password, information that you put in the Owner Preferences
displays the next time you turn on your organizer. See Chapter 1 for
more information.
To enter the Owner preferences:
■
Enter the text that you want to associate with your organizer in the
Owner Preferences screen. If you enter more text than can fit on
one screen, a scroll bar automatically appears on the right side of
the screen.
If you assign a password with the Security application, the
information in the Owner Preferences screen cannot be changed. In
this case, an Unlock button appears at the bottom of the screen.
To unlock the Owner Preferences screen:
1. Tap Unlock.
2. Enter the password that you defined in the Security application.
3. Tap OK.
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ShortCuts preferences
The ShortCuts Preferences screen enables you to define abbreviations
for entering text with Graffiti strokes. This section describes how to
create, edit, and delete a ShortCut. See Chapter 2 for more information
on the use of ShortCuts.
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 organizer
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.
Tap New
3. Tap the ShortCut Text area and enter the text that you want to
appear when you write the ShortCut characters.
Tip:
You may want to add a space (space character) after the
last word in your ShortCut text. This way, a space
automatically follows the ShortCut text.
4. Tap OK.
Tip:
To use a ShortCut, draw the ShortCut stroke followed by the
ShortCut characters. When you draw the ShortCut stroke, the
ShortCut symbol appears at the insertion point to show that
you are in ShortCut mode.
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ShortCut
Editing a ShortCut
After you create a ShortCut, you can modify it at any time.
To edit a ShortCut:
1. Tap the ShortCut you want to edit.
2. Tap Edit.
3. Make the changes you want and tap OK.
Deleting a ShortCut
If you no longer need a ShortCut, you can delete it from the list of
ShortCuts.
To delete a ShortCut:
1. Tap the ShortCut you want to delete.
2. Tap Delete.
3. Tap Yes.
Chapter 7
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Appendix A
Maintaining Your Organizer
This chapter provides information on the following:
■
■
■
Proper care of your organizer
Prolonging battery life
Resetting your organizer
Caring for your organizer
Your organizer is designed to be rugged and reliable and to provide
years of trouble-free service. Please observe the following general tips
when using your organizer:
■
Take care not to scratch the screen of your organizer. Keep the
screen clean. When working with your organizer, use the supplied
stylus or plastic-tipped pens intended for use with a touch-
sensitive screen. Never use an actual pen or pencil or other sharp
object on the surface of the organizer screen.
■
Your organizer is not waterproof and should not be exposed to rain
or moisture. Under extreme conditions, water may enter the
circuitry through the front panel buttons. In general, treat your
organizer as you would a pocket calculator or other small
electronic instrument.
■
■
The touch-sensitive screen of your organizer contains a glass
element. Take care not to drop your organizer or subject it to any
strong impact. Do not carry your organizer in your back pocket: if
you sit on it, the glass may break.
Protect your organizer from temperature extremes. Do not leave
your organizer on the dashboard of a car on a hot day, and keep it
away from heaters and other heat sources.
■
■
Do not store or use your organizer in any location that is extremely
dusty, damp, or wet.
Use a soft, damp cloth to clean your organizer. If the surface of the
organizer screen becomes soiled, clean it with a soft cloth
moistened with a diluted window-cleaning solution.
Appendix A
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Battery considerations
Please note the following considerations for the battery in your
organizer:
■
Under normal conditions, your organizer battery should remain
charged by placing it in the cradle for just a few minutes each day.
You can conserve battery life by reducing the brightness level on
your organizer, and changing the Auto-off setting that
automatically turns the organizer off after a period of inactivity.
See “General preferences” in Chapter 7 for more information.
Note:
To fully recharge the battery your organizer needs to be
turned off while it is in the cradle.
■
■
If the battery becomes low in the course of normal use, the battery
icon indicates a low charge. If this happens, perform a HotSync®
operation to back up your data; then leave your organizer in the
cradle to recharge the unit. This helps prevent accidental data loss.
If the battery drains to the point where your organizer does not
operate, it stores your data safely for about a week. In this case,
there is enough residual energy in the battery to store the data, but
not enough to turn on your organizer. If your organizer does not
turn on when you press the power button, you should recharge the
unit immediately.
■
■
■
If your battery drains and you have the unit in an uncharged state
for an extended period of time, you can lose all of the stored data.
There are no serviceable parts inside your organizer, so do not
attempt to open the unit.
If you ever dispose of your organizer, please dispose of it without
damaging the environment. Take your organizer to your nearest
environmental recycling center.
■
The battery is designed to provide years of service under normal
use. To prolong the battery’s useful life, charge it frequently even
when it is not fully discharged.
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Resetting your organizer
Under normal circumstances, you will not have to use the reset
button. On rare occasions, however, your organizer may no longer
respond to buttons or the screen. In this case, you need to perform a
reset to get your organizer running again.
Performing a soft reset
A soft reset tells your organizer to stop what it’s doing and start over
again. All records and entries stored in your organizer are retained
with a soft reset. After a soft reset, the Welcome screen appears,
followed by the General Preferences screen (to set time and date).
To perform a soft reset:
■
Use the reset tip tool, or the tip of an unfolded paper clip (or similar
object without a sharp tip), to gently press the reset button inside
the hole on the back panel of your organizer.
Reset button
Tip:
The metal and plastic stylus that comes with your organizer
has a reset tip inside. To use it, unscrew the metal barrel from
the stylus quill.
Appendix A
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Performing a hard reset
With a hard reset, all records and entries stored in your organizer 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 next HotSync operation.
To perform a hard reset:
1. Hold down the power button on the front panel of the organizer.
2. While holding down the power button, use the reset tip tool, or the
tip of an unfolded paper clip (or similar object without a sharp tip)
to gently press and release the reset button.
®
3. Wait for the Palm Computing Platform logo to appear; then
release the power button.
4. When a message appears on the organizer screen warning that you
are about to erase all the data stored on your organizer, do one of
the following:
Press the upper half of the scroll button on the front panel of the
organizer to complete the hard reset and display the Digitizer
screen.
Press any other button to perform a soft reset.
Note:
With a hard reset, the current date and time are retained.
Formats Preferences and other settings are restored to their
factory default settings.
To restore your data after a hard reset:
1. Click the HotSync icon
right corner of the taskbar).
in the Windows system tray (bottom-
Tip:
You can also click the HotSync command on the Palm
Desktop software menu bar.
2. From the HotSync Manager menu, choose Custom.
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3. Select the appropriate user name from the list.
4. Select an application in the Conduit list.
5. Click Change.
6. Select Desktop overwrites handheld.
Note:
Changing the HotSync setting from the default affects
only the next HotSync operation. Thereafter, the HotSync
Actions revert to their default settings. To use a new
setting on an ongoing basis, select the Set As Default box.
Thereafter, whatever you 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.
10. Perform a HotSync operation.
Appendix A
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Appendix B
Frequently Asked Questions
If you encounter a problem with your Palm IIIc™ organizer, 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 and HelpNotes located in the folder where you
installed the Palm™ Desktop software on your computer (or on
your installation CD or diskettes)
■
■
The Palm Desktop online Help
The “Palm Support Assistant” knowledgebase, accessible at
http://www.palm.com under the Support section
■
The most recent Palm IIIc organizer HelpNotes on your regional
web site
If you are still having problems, contact Technical Support. For US
and International telephone numbers, see the Technical Support card
that comes with your organizer.
Note:
Thousands of third-party add-on applications have been
®
written for the Palm Computing platform. Unfortunately, we
are not able to support such a large number of third-party
applications. If you are having a problem with a third-party
application, please contact the developer or publisher of that
software.
Appendix B
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Software installation problems
Problem
Solution
When I install Palm
Take your organizer out of the cradle
Desktop software I get an and install Palm Desktop software
error that a modem is
attached to my serial port,
but there is no modem
attached.
again.
Try the following:
I cannot install Palm
Desktop software with
Windows 95/ 98.
1. Disable any virus scanning software
on your computer.
2. Press CTRL-ALT-DELETE and end all
tasks except Systray and Explorer.
3. Make sure your computer has at
least 20MB disk space.
4. Delete all temporary files.
5. Run ScanDisk on your computer.
6. Reinstall Palm Desktop software.
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Operating problems
Problem
Solution
Try each of these in turn:
I don’t see anything
on my organizer’s
screen.
■
Press the brightness control button and
adjust the brightness.
■
Recharge the unit. If your organizer still
“Resetting your organizer” in Appendix
A.
I get a warning
message telling me
my organizer
■
Purge records from Date Book and To
Do List. This deletes To Do List items
memory of your organizer. See
memory is full.
“Purging records” in Chapter 4. You
®
may need to perform a HotSync
operation to recover the memory.
■
■
Delete unused memos and records. If
necessary, you can save these records.
See “Deleting records” in Chapter 4.
If you have installed additional
applications on your organizer, remove
them to recover memory. See
“Removing applications” in Chapter 3.
My organizer keeps
turning itself off.
Your organizer is designed to turn itself off
after a period of inactivity. This period can
be set at one, two, or three minutes. Check
the Auto-off setting. See “General
preferences” in Chapter 7.
My organizer is not
making any sounds.
Check the System Sound setting. See
“General preferences” in Chapter 7.
My organizer has
frozen.
Perform a soft reset. See “Resetting your
organizer” in Appendix A.
Appendix B
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Tapping and writing problems
Problem
Solution
When I tap the
buttons or screen
icons, my organizer
activates the wrong
feature.
Calibrate the screen. See “Digitizer
preferences” in Chapter 7.
icon
, nothing
happens.
I can’t get my
organizer to
recognize my
handwriting.
■
For your organizer to recognize
handwriting input with the stylus, you
®
need to use Graffiti writing. See “Using
Graffiti writing to enter data” in
Chapter 2.
■
■
Make the Graffiti character strokes in
the Graffiti writing area, not on the
left-hand side, and the strokes for
numbers in the right-hand side of the
Graffiti writing area.
■
■
Make sure that Graffiti is not shifted into
extended or punctuation modes. See
“Using Graffiti writing to enter data” in
Chapter 2.
See “Graffiti tips” in Chapter 2 for tips
on increasing your accuracy when you
write Graffiti characters.
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Application problems
Problem
Solution
I tapped the Today
button, but it does
not show the correct
date.
Your organizer is not set to the current date.
Make sure the Set Date box in the General
Preferences screen displays the current date.
See “General preferences” in Chapter 7 for
more information.
I know I entered
some records, but
they do not appear in
the application.
■
Check the Categories pick list (upper-right
corner). Choose All to display all of the
records for the application.
■
■
Check Security and confirm that Private
Records is set to Show private records.
In To Do List, tap Show and see if Show
Only Due Items is selected.
I am having
■
■
If you cannot manually arrange the order of
the memos in the list screen, check the
Memo Preferences setting. Make sure that
Sort by is set to Manual.
problems listing
memos the way I
want to see them.
If you choose to view your memos
alphabetically on Palm Desktop software
and then perform a HotSync operation, the
memos on your organizer 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 organizer.
I created an event in
Date Book, but it
In the Week View, you cannot select
overlapping events that have the same start
doesn’t appear in the time. If you have two or more events with the
Week View.
same start time, choose the Day View to see the
overlapping events.
I entered the euro
symbol, but after a
You must have fonts that include the euro
symbol on your desktop computer. Check
HotSync operation it these web sites for additional information:
doesn’t appear in my
Palm Desktop
software.
http://www.microsoft.com/windows/euro.asp
http://til.info.apple.com/techinfo.nsf/artnum/n22222
Appendix B
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HotSync problems
Problem
Solution
I cannot do a
■
Check the Windows system tray to
make sure the HotSync Manager is
running. If it is not, open Palm Desktop
software.
HotSync operation;
what should I check
to make sure I am
doing it correctly?
■
Click the HotSync Manager, choose
Setup and click the Local tab. Check that
the Serial Port setting displays the
correct COM port where your cradle is
attached.
■
■
Make sure the cradle is connected
securely.
I did a HotSync
Click the HotSync Manager and choose
Custom. Check that the correct conduit
is active.
operation, but one of
my applications did
not synchronize.
I am using Outlook
as my PIM, but I
cannot do a HotSync
operation.
■
■
Click the HotSync Manager and choose
Custom. Check that the correct conduit
is active.
Check that the correct conduit is
installed. Reinstall the HotSync
Manager and make sure the correct
conduit is selected.
I cannot launch the
HotSync Manager.
■
Make sure you are not running another
program, such as America Online,
CompuServe, or WinFax, that uses the
serial port you selected in the Setup
dialog box.
■
Backup the Palm Desktop software,
uninstall it, then reinstall it.
My organizer
Move your organizer away from the
computer’s infrared port.
appears to freeze
when I place it near
my computer.
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I tried to do a local
HotSync operation,
but it did not
complete
successfully.
Try each of these in turn:
■
■
■
■
Make sure HotSync Manager is running.
If HotSync Manager is running, exit,
and restart it.
Make sure you selected Local from the
HotSync Manager menu or the Palm
Desktop software menu.
Check the cable connection between the
cradle and the serial port on your
computer.
Make sure you selected the correct serial
port on the Local tab in the Setup dialog.
It should be set to the port where you
connected the cradle.
■
■
Try a lower baud rate setting on the
Local tab in the Setup dialog.
Make sure you are not running another
program, such as America Online,
CompuServe, or WinFax, that uses the
serial port you selected in the Setup
dialog box.
■
Read the HotSync Log for the user
account for which you are performing a
HotSync operation.
■
■
Make sure your organizer is seated in
the cradle correctly.
Make sure the gold-plated connectors
on the cradle and your organizer are
clean. Use a pencil eraser to clean them.
Appendix B
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Check the following on your computer:
I tried to do a modem
HotSync operation,
but it did not
complete
successfully.
■
Make sure your computer is turned on
and that it does not shut down
automatically as part of an energy-saving
feature.
■
Make sure the modem connected to your
computer is turned on and is connected
to the outgoing phone line.
■
■
Make sure Modem is checked in the
HotSync Manager menu.
Make sure the modem you are using with
your organizer has an on-off switch. Your
organizer cannot “wake up” a modem
that has an auto-off feature.
■
■
Make sure the modem is connected
properly to a serial port on your
computer and is connected to the
incoming phone line.
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
String that causes them to send initial
connection sounds to a speaker. You can
use these sounds to check the modem
connection.
■
■
Confirm that the Speed setting in the
Setup dialog box works for your modem.
If you have problems using the As Fast
As Possible option or a specific speed, try
using a slower speed.
■
■
Make sure you are not running another
program, such as WinFax, CompuServe,
or America Online that uses the serial
port you selected in the Setup dialog box.
Make sure your modem resets before you
try again. (Turn off your modem, wait a
minute, then turn it back on.)
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Check the following on your organizer:
I tried to do a modem
HotSync operation,
but it did not
complete
successfully.
■
■
■
Confirm that the telephone cable is
securely attached to your modem.
Make sure the dialing instruction dials
the correct phone number.
(continued)
If you need to dial an outside line prefix,
make sure you selected the Dial Prefix
option on your organizer and entered the
correct code.
■
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
organizer 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.
■
Be sure the HotSync Manager is running
and the Serial Port for local operations is
set to the simulated port for infrared
communication.
■
■
On your organizer, be sure the HotSync
application is set to Local, with the
option IR to a PC/ Handheld.
Be sure the IR port of your organizer is
aligned directly opposite to, and within
a few inches of, the infrared device of
your computer.
■
IR HotSync operations do not work after
you receive a low battery warning.
Check the battery power of your
organizer. Recharge the internal battery.
Appendix B
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When I tap the
■
Perform a Local HotSync operation
before you try to synchronize remotely
via modem. Check Palm Desktop
software HotSync Setup options to
confirm that you have the correct
settings for local HotSync operations.
HotSync button on
the cradle, nothing
happens on Palm
Desktop software
and my organizer
times out.
■
If you are experiencing intermittent
success, try a lower speed setting on the
Local tab in the Setup dialog box in the
HotSync Manager.
■
■
Close and restart HotSync Manager on
your computer.
Verify there are no COM port conflicts
on your computer:
1. From the Start menu, choose Set-
tings, and then choose Control Panel.
2. Double-click System.
3. Click the Device Manager tab.
4. Double-click Ports.
5. Check each accessory is using a dif-
ferent port.
■
■
Make a copy of your Palm folder.
Uninstall, then reinstall Palm Desktop
software.
Turn on your organizer and tap the
Applications icon. Tap the HotSync
icon, then tap Local.
When I perform a
HotSync operation,
my information does
not transfer to Palm
Desktop software.
■
If you have performed a HotSync
operation successfully, but you cannot
find the data from your organizer on
Palm Desktop software, check to see
you have the correct user name selected
for viewing data.
■
Click the HotSync Manager and choose
Custom. Check that all conduits are set
to synchronize files.
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My organizer
■
Your computer’s infrared port may be
set to search automatically for the
presence of other infrared devices. Do
the following to turn off this option:
displays the message
“Waiting for sender”
when it’s near my
computer’s infrared
port.
1. In the Windows taskbar, click Start.
2. Choose Settings, and then choose
Control Panel.
3. Double-click Infrared.
4. Click the Options tab.
5. Deselect the option Search for and
provide status for devices in range.
6. Click Apply and OK.
■
■
If you are using Windows 98, move your
organizer away from the computer’s
infrared port.
I want to
If the computer running Palm Desktop
software synchronizes with more than
one organizer, each organizer must have
a unique name. Assign a user name to
your organizer the first time you
synchronize my
computer with more
than one organizer.
perform a HotSync operation.
■
Please be aware that synchronizing
more than one organizer with the same
user name causes unpredictable results
and, potentially, loss of your personal
information.
Appendix B
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Beaming problems
Problem
Solution
I cannot beam data to
another Palm
Computing platform
handheld.
■
Confirm that your organizer and the
other Palm organizer are between ten
centimeters (approximately 4") and one
meter (approximately 39") apart, and
that the path between the two
handhelds is clear of obstacles. Beaming
distance to other Palm Computing
platform handhelds may be different.
■
■
Move your organizer closer to the
receiving handheld.
When someone
Your organizer requires at least twice
the amount of memory available as the
data you are receiving. For example, if
you are receiving a 30K application, you
must have at least 60K free.
beams data to my
organizer, I get a
message telling me it
is out of memory.
■
Perform a soft reset. See “Performing a
soft reset” in Appendix A for more
information.
Recharging problems
Problem
Solution
When I place my
Palm IIIc organizer
in the cradle, it does
not recharge.
■
Confirm that your organizer is well
seated in the cradle.
■
Confirm that your recharger cable is
properly connected to the back of the
cradle’s serial (COM) port connector
that plugs into your computer.
■
■
Confirm that your recharger is plugged
into an AC outlet that has power.
Confirm that you are using the cradle
and AC adapter that came with the
device.
■
Confirm your organizer is turned off or
it will not fully charge.
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Password problems
Problem
Solution
I forgot the
You can use Security to delete the
password, and my
organizer is not
locked.
password, but your organizer deletes all
entries marked as private. However, if you
perform a HotSync operation before you
delete the password: the HotSync process
backs up all entries, whether or not they are
marked private. Then, you can follow these
steps to restore your private entries:
1. Use the Palm Desktop software and
the cradle or infrared communica-
tion to synchronize your data.
2. Tap Forgotten Password in Security
to remove the password and delete
all private records.
3. Perform a HotSync operation to syn-
chronize your data and restore the
from your computer to your
organizer.
I forgot the password
and my organizer is
locked.
■
If you assign a password and lock your
organizer, you must perform a hard
reset to continue using your organizer.
See “Performing a hard reset” in
Appendix A for more information.
Appendix B
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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
isolate the problem. When you do contact support, please be ready to
provide the following information:
■
■
■
■
The name and version of the operating system you are using
The actual error message or state you are experiencing
The steps you take to reproduce the problem
The version of organizer software you are using and available
memory
To find version and memory information:
1. Tap the Applications icon
2. Tap the Menu icon
3. Tap App, and then tap Info.
.
.
Note:
Thousands of third-party add-on applications have been
written for the Palm Computing platform. Unfortunately, we
are not able to support such a large number of third-party
applications. If you are having a problem with a third-party
application, please contact the developer or publisher of that
software.
4. Tap Version to see version numbers, and tap Size to see the amount
of free memory in kilobytes.
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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
Excel or a similar spreadsheet application. If you are not
familiar with Microsoft Excel, consult your company’s
Information Services department or another experienced user.
About mapping tables
Before creating or modifying an Expense template, it’s important to
understand the function of the Palm™ Desktop software Expense
application. In simple terms, the Expense application is designed to
move Expense data from your organizer into a Microsoft Excel
spreadsheet. Each Expense item stored in your organizer represents a
group of related data. You can associate the following data with an
expense item:
■
■
■
■
■
Category
■ Payment Currency
■ Vendor
Date
Expense Type
Amount
■ City
■ Attendees
■ Note
Payment Method
®
When you perform a HotSync operation between your organizer and
Palm Desktop software on your computer, the Expense data is stored
on your computer (in a file named Expense.txt). When you open the
Expense application in Palm Desktop software, an Excel macro starts,
and populates an expense template with your data based on the rules
specified in a spreadsheet file named Maptable.xls.
The Maptable.xls file is an editable spreadsheet that functions as a
“mapping table.” The function of the mapping table is to guide the
Excel macro in extracting the Expense data. The mapping table tells
the Excel macro how large the spreadsheet is and provides the data-
cell layout of the Excel template used for the Expense Report.
Appendix C
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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 more) of these templates is appropriate for your
reporting needs, you can easily customize the templates with your
company name and other information.
To customize a sample Expense Report template:
1. Make a backup copy of the contents of the Template folder.
2. Double-click the name of the sample template you want to modify
to open it in Microsoft Excel.
3. Make any changes that you want to the names (or other
information) in the sample template.
Important:
Do not insert rows or columns in the sample template.
Doing so changes the way your Expense data maps to the
template and causes errors. If you want to move the cells
to a different location or add or delete rows or columns,
you have to make changes to the Maptable.xls file.
Note:
You can insert your own company logo without changing
the Maptable.xls file. If you change the file name,
however, you need to make a corresponding change in
the Maptable.xls file.
You can also rename cells without changing the
Maptable.xls file, provided that the expense type
corresponds to your organizer data. For example, you can
change “Snack” to “Munchies,” and then all items
entered on your organizer as “Snack” map to the cell(s)
labeled “Munchies.”
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4. From the File menu, choose Save As.
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 you do need to change the Maptable.xls file, give your modified
defines the file as a Microsoft Excel template.
7. Click Save to save your modified template and make it available
for future use.
Note:
If you need to modify the Maptable.xls file, you must do this
before you can use the modified template with your Expense
data. To modify the Maptable.xls file for your new template,
see “Programming the mapping table” later in this appendix.
Read all of the sections of this appendix before making changes to the
Maptable.xls file.
Determining the layout of the Expense Report
This section describes the layout considerations for the Expense
Report and explains the terms used for creating the report.
Labels
There are two kinds of labels that you need to define for your report:
day/ date and expense type. Each kind of label can be either Fixed or
Variable. A Fixed label means that the label always appears as a header
at the beginning of a row or column. If a label is not Fixed, it is
variable.
For example, a list table of expenses could have variable labels in the
rows for day/ date, and variable labels in the columns for expense
type. In this case, neither day/ date or expense type information
would be “fixed” (as a header). Instead, the date and expense type
information would be filled into the cells of the spreadsheet as
appropriate.
Examples of both Fixed and Variable labels appear in the sample
expense templates.
Appendix C
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Sections
A Section is an area of the report that has common formatting. It is
common for an Expense report to have more than one Section. For
example, the following sample Expense Report named Sample3.xlt
contains several Sections.
Section 1
(not prepaid)
Section 2
(prepaid)
Section 3
Because your Expense data maps to row and column areas of your
final report, different Sections require different definitions for the data
mapping. To create additional Sections with different mapping, you
create corresponding additional lines to the mapping table file named
Maptable.xls. This procedure is explained later in this appendix.
If a section contains cells for prepaid (company paid) expenses, you
need to create an additional line in the mapping table for “prepaid.”
This will count as an additional section in the mapping table. The only
data that differs in the prepaid section (from the non-prepaid section)
is the row/ column numbers for the expense type.
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Analyzing your custom Expense Report
If you already have a custom Excel expense report, you can use it with
a modified mapping table. However, before you can create a
Maptable.xls file that corresponds to your custom Expense Report,
you must first analyze the characteristics of your report.
Perform the following before you begin a custom mapping table:
Print a copy of your custom expense report. Activate the Row and
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 common row and column formatting. A yellow
highlighter marking pen can make it easy to see the Sections as you
work with programming the mapping table. Your custom Expense
Report can contain any number of Sections, and the same data can
be repeated in any Section.
On the printed copy, identify the type of Labels that apply to each
Section. Each Section can have only one kind of Fixed or Variable
Label for rows. Likewise, each Section can have only one kind of
Fixed or Variable Label for columns.
Place a copy of your custom Expense Report in the Template folder
(in the Palm Desktop software directory). Change the file name so
it has the file extension .xlt (which defines it as a Microsoft Excel
template). Make a note of the exact file name so it can be defined in
the mapping table file.
Appendix C
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Programming the mapping table
Once you have analyzed the components of your custom Expense
Report, you can program the mapping table to fill the report with data
from the organizer.
To program a new custom mapping table:
1. Open a copy of the Maptable.xls file in Microsoft Excel.
Note:
This file is located in the same folder as the Palm Desktop
software application. Make a backup copy of this file before
you make your modifications.
2. Mapping a new template. Scroll to where you find the name of the
original template that you chose for your modifications. The name
of the template will appear in column B of the Maptable.xls file,
next to the cell highlighted in green that reads “Template Name:”.
If you did not modify an existing template, move to any table in the
Maptable.xls file.
3. Select all the rows associated with the template name. To select the
rows, click and drag on the row numbers (left side), so they appear
highlighted.
All rows
related
to
template
are
selected
4. From the Edit menu, choose Copy.
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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 is pasted into the Maptable.xls file.
7. Name the table. In the cell immediately to the right of the cell entitled
Template Name, enter the exact file name of your custom Expense
Report template.
8. Define the number of Sections. Each row in a table defines how your
organizer data will be placed in a Section of your custom Expense
Report. Note that the prepaid portion of a section has its own row
and counts as a separate section for map table purposes, even
though it is not a separate section in your template.
Table with
four sections
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 your custom Expense Report.
9. Determine the Label settings. The orientation of the data fields (Row,
Column) appears in the yellow section of the table.
Rows
Determine whether the
will contain expense or date
information, and place an “x” in the appropriate cell. When you do
this, you also define whether the label is Fixed or Variable. You can
place only one “x” in the Row section (columns 2–5).
Columns
Determine whether the
will contain expense or date
information, and place an “x” in the appropriate cell. When you do
this, you also define whether the label is Fixed or Variable. You can
place only one “x” in the Column section (columns 6–9).
Appendix C
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10. Define the dimensions of the Section. The dimensions of the Section
appear in the green columns (10–13).
# of
Rows
Represents the total number of rows in the Section,
excluding any header or total rows. In other words,
this includes only the number of rows in the Section
where your organizer data will be placed.
# of
Columns
Represents the total number of columns in the
Section, excluding any header or total columns. In
other words, this includes only the number of
columns in the Section where your organizer data
will be placed.
Start
Row
Is the number of the first row of the Section that will
be filled with your organizer data.
Start
Column
Is the number of the first column of the Section that
will be filled with your organizer data.
11. Define the Dates and Intervals. The dates and intervals between dates
appears in the light blue columns (14–17).
Date
In the
cell, enter the row or column number where all the date
information will be placed.
Dates
In the
cell, enter the number of blank columns (or rows)
separating the date fields. If there are no blank columns (or rows)
between date entries, leave this number set to zero.
Start Day
In the
cell, enter the day of the week that starts the
expense reporting period. Enter a three-character abbreviation for
the day (e.g., Sun, Mon, Tue).
Day
In the
cell, enter the row or column number where all the day
information will be placed. If the dates are in a row, enter the row
number. If the dates are in a column, enter the column number.
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12. Define whether the Section is in list format. This setting appears in the
light purple columns (18–19).
If the Section will present the data in a list format, enter the word
“yes”. Otherwise, enter the word “no”. The following diagram
shows data presented in a list format:
Only if your section is in list format:
In the Expense Type cell,
enter the number of the row or column where the expense
description will be placed. Expense amounts can be entered in
several different columns or rows if required by your template.
Expense type labels must all appear in the same column.
13. Enter the row or column numbers for the expense types that appear in the
Section. These settings appear in the aqua columns (20–48).
For these settings, simply enter the row or column number for the
expense types that you want to appear in the Section. Note that you
can use a row or column number more than once. An example of
this would be meals that encompass breakfast, lunch, dinner, and
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. Mark a Section for prepaid expenses (yellow column). If a row in the map
table is for prepaid (company paid) expenses, type a “yes” in the
cell on that Section’s row. Type “no” in all the cells of this column
that do not pertain to prepaid expenses.
Appendix C
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16. Repeat steps 9 through 15 for each Section that you have defined
for your custom Expense Report.
17. Map Expense Report Options dialog (magenta section). The Expense
Report Options dialog has five fields where you can fill in data for
the header on your expense report. Use this section to specify the
row and column on your template where this information will be
mapped.
Because header data is not related to any particular Section, you
have to fill in only one row. If the item does not appear on your
template, leave these cells blank.
Using applications other than Microsoft Excel
You can use applications other than Microsoft Excel (such as Lotus
1-2-3 or Quattro Pro) to open and manipulate the Expense data on
your computer. The data file is named “Expense.txt,” and is stored in
the Expense folder, within the folder containing the organizer user
data.
Expense data in the Expense.txt file is in tab-delimited format.
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 one followed by an
“end” statement.
Currency
Shows how many currencies were used for the
Expense data, and lists the countries that
correspond to that currency.
Trip
Shows the number of expenses by category,
and lists the expenses for each category.
Expenses
Shows the total number of expenses, and lists
them chronologically.
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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 ^char
You may use the caret ( ^ ) to transmit ASCII command characters. If
you send ^ char, and the ASCII value of char is between @ and _, then
the character is automatically translated to a single-byte value
between 0 and 31.
For example, ^M is converted 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 as part of
the login script, when entered in the following format:
<cr>
<lf>
Sends or receives a carriage return
Sends or receives a line feed
For example, the string “waitfor Joe<cr><lf>” waits to receive Joe
followed by a carriage return and line feed from the remote computer
before executing the next command in the script.
Appendix D
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Literal characters
The backslash ( \ ) character 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
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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, including interference that may cause undesired
operation.
Note:
This equipment has been tested and found to comply with the limits for a
Class B digital device, pursuant to Part 15 of the FCC rules. These limits are
designed to provide reasonable protection against harmful interference in a
residential installation. This equipment generates, uses, and can radiate radio
frequency energy and, if not installed and used in accordance with the
instructions, may cause harmful interference to radio communications.
However, there is no guarantee that interference will not occur in a particular
installation. If this equipment does cause harmful interference to radio or
television reception, which can be determined by turning the equipment off
and on, the user is encouraged to try to correct the interference by one or more
of the following measures:
■
■
■
Reorient or relocate the receiving antenna.
Increase the separation between the equipment and receiver.
Connect the equipment into an outlet on a circuit different from that to which the
receiver is connected.
■
Consult the dealer or an experienced radio/ TV technician for help.
The use of shielded I/ O cables is required when connecting this equipment to any and
all optional peripheral or host devices. Failure to do so may violate FCC rules.
Caution:
Changes or modifications not covered in this manual must be approved
in writing by the manufacturer’s Regulatory Engineering Department.
Changes or modifications made without written approval may void the
user’s authority to operate this equipment.
Responsible Party:
Palm IIIc Product Family
Palm Computing, Inc.
5400 Bayfront Plaza
PO Box 58007
Tested to Comply
Santa Clara, California 95052-8007
United States of America
(408) 326-5000
With FCC Standards
FOR HOME OR OFFICE USE
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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.
CE Compliance Statement
This product was tested by Palm Computing, Inc. and found to comply with all the re-
quirements of the EMC Directive 89/ 336/ EEC as amended.
This is a Class B product based on the standard of the Voluntary Control Council for In-
terference from Information Technology Equipment (VCCI). If this is used near a radio
or television receiver in a domestic environment, it may cause radio interference. Install
and use the equipment according to the instruction manual.
Battery Warning
Do not mutilate, puncture, or dispose of batteries in fire. The batteries can burst or ex-
plode, releasing hazardous chemicals. Discard used batteries according to the manufac-
turer’s instructions and in accordance with your local regulations.
Varning
Eksplosionsfara vid felaktigt batteribyte. Använd samma batterityp eller en ekvivalent
typ som rekommenderas av apparattillverkaren. Kassera använt batteri enligt fabrikan-
tens instruktion.
Advarsel!
Lithiumbatteri—Eksplosionsfare ved fejlagtig håndtering. Udskiftning må kun ske med
batteri af samme fabrikat og type. Levér det brugte batteri tilbage tilleverandøren.
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Varoitus
Paristo voi räjähtää, jos se on virheellisesti asennettu. Vaihda paristo ainoastaan valm-
istajan suosittelemaan tyyppiin. Hävitä käytetty paristo valmistajan ohjeiden mukaises-
ti.
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 geleverd. Wanneer deze leeg zijn, moet u ze niet weggoo-
ien maar inleveren als KCA.
Uwaga
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beaming 139–140
Index
Expense 54
A
Accented characters
Graffiti writing 34
onscreen keyboard 36
Add-on applications 42–45
Address Book
archive files (.aba) 37
categorizing records 61
conduit for synchronizing 146
creating records 55, 88–89
deleting records 57
displaying category 92
list 91
finding records 65
fonts 73
menus 91
notes for records 72
opening 51
To Do List 52
saving deleted records 57
Autotext. See Graffiti ShortCuts
overview 51
pressing button to beam
information 141
private records 71
sorting records 69
Agenda (Date Book view) 85
Alarm
Battery
conserving power 170
recharging 11–12
recycling 194
warning 226–??
preset 87
setting 78
sound 87, 171, 201
for untimed events 79
Alphabet
Graffiti writing 30
onscreen keyboard 16, 21
Application buttons 7, 17, 50, 51, 52,
53, 141, 166
BCC (blind carbon copy) 124
Beaming
information 139–141
location of IR port 9
pen stroke to activate 167
problems with 210
See also Infrared
Applications
Bold font for text 73
Brightness 6, 7, 167, 194, 201
Address Book 51
Index
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Buttons preferences 166
C
Calculator
buttons explained 101
memory 101
to server or ISP 180
opening 54
overview 53
recent calculations 53, 101
Calibration 15, 168, 202
Call Waiting, disabling 156, 179
Calling card, using in phone settings
156, 180
Caring for the organizer 193
Categories
application 39–40
assigning records to 61–62
beaming 139–140
connecting to computer 10
for local HotSync operations 59,
creating 63
default 61
displaying 62, 92, 203
folders for e-mail 130
merging 64
renaming 64
40
Date Book events 74
e-mail 119–121
Expense items 103
cc:Mail 116
Chain calculations 101
Characters, Graffiti 27
Check boxes 16
Clearing Calculator entries 101
COM port 149, 150
See also Serial port
Combining categories 64
Comma delimited files, importing
data from 37
To Do List items 93
Currency
default 106
defining 107
Command
for Expense items 105, 106
Current date 25, 203
Current time 18
buttons 16
equivalents (Graffiti writing) 19
toolbar 20
setting 25
Custom
Compressing Day view 87
Computer keyboard, entering data
with 23
currencies and symbols 107
expense reports 213–222
Conduits
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fields in Address Book 92
Customizing. See Preferences
Cutting text 56
Decimal point 169
Default
Cycling through views 50, 51, 52, 53
D
Date Book
records 67
Agenda view 85
alarm 78
archive files (.dba) 37
changing event time 78
conduit for synchronizing 146
conflicting events 84
continuous events 79–81
creating records 55, 74–78
Day view 82
deleting records 57
display options 86
end time for Day view 87
fonts 73
menus 86
Month view 84
notes for records 72
opening 50
overview 50
linking to external files 161
removing 45
upgrading 4
private records 71
purging records 58
repeating events 57, 79–81
scheduling events 74–78
selecting dates 76
start time for Day view 87
169
switching views 82
untimed events 74, 77
Week view 82, 169, 203
Dates
Dragging
memos into other applications
53
stylus to activate features 167
using the stylus 15
Driver for infrared communication
on Windows 95 149
Expense item 104
setting current 25, 203
showing in Mail list 131
To Do List record due 95
Day (Date Book view) 74, 87
Index
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reports in Excel 109–112,
213–222
templates for reports 111
E
Editing
records 55–57
unsent e-mail 126
E-mail addresses
in Address Book 89, 91
looking up 122–123
E-mail items. See Mail
Entering data 21–24
importing from other
applications 37–38
problems with 202
using Graffiti writing 27–36
using the computer keyboard 37
using the onscreen keyboard 36
Entries. See Address Book
Eudora 116
External keyboard 24
FCC Statement 225
information in applications
Euro
109
in Expense 106
in Graffiti writing 33
in onscreen keyboard 22
printing 109
Fonts 73, 109
Formats preferences 168
problems with 203
Events. See Date Book
Excel, transferring Expense data to
108–112
Exchange 116
Exchanging data. See HotSync
Expense
records 68
categorizing records 61
conduit for synchronizing 146
creating records 55, 103
currency 105, 106
capital letters 31
Command stroke 20
defined 22
Giraffe game for practicing 44
how to write characters 28
menu commands 19
moving the cursor 35
numbers 31
date of item 104
defining new currency 107
deleting records 57, 81
menus 112
notes for records 72
opening 54
overview 54
purging records 58
receipt details 104
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online Help 57, 166
problems using 202
punctuation marks 32
ShortCuts for entering data 35,
190–191
symbols 33
tips 29
writing 27–36
for synchronizing data 12
using with another PIM 45
Icons
writing area 7, 28
onscreen 202
H
Hard reset 196
Help
Graffiti 57
online tips 20
Hiding records 70
High Priority e-mail filter 136
HotSync
buttons preferences 168
conduits for synchronizing
applications 146–147,
197
customizing 146
defined 58
first-time operation 59–60,
162–163
for managing desktop E-Mail
117–118
HotSync Manager 59
IR operation 148–153
linking to external files 161
local operation 60, 144, 205
Manager 149, 151
operations 207
Desktop software 13, 200
configuration
modem operation 145, 153–157,
206–207
IP address 181, 183
IR port
modem settings 154
network operation 158–161
operations using cradle 152, 172
operations using IR port
151–152, 173–174
See also Beaming and Infrared
IR. See Infrared
options for filtering e-mail
132–137
problems with 204–209
problems with IR 207
IrCOMM 148, 172
IrDA (Infrared Data Association) 148
Items. See To Do List or Expense
Index
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editing unsent e-mail 126
filing e-mail 128
menus 138
K
Keyboard
computer 37
onscreen 16, 36, 167
opening 118
L
overview 115–116
recovering deleted 129
replying to e-mail 121
sending 126
showing dates 131
signature 123, 125–126
Letters
font style 73
Graffiti 27, 30
onscreen keyboard 36
List, in Applications Launcher 40
Lithium-ion battery 11
Locking the organizer with a
password 47–48, 167, 189
Login scripts 184–187, 223
Looking up Address Book data
to add to other records 66–67
scrolling in Address list 65
122–123
synchronizing 118
truncating 137
viewing e-mail 118
Main applications 17
Masking records 70
Memo Pad
Lost
organizer, contact for 89
records 203
adding Address Book data to
records 67
Lotus
categorizing records 61
dragging memos into other
applications 53
1-2-3, for expense reports 222
cc:Mail 116
37
M
Macintosh 4, 109, 148, 184
Mail
address lookup 122–123
attachments 133
124
changing setup 118
closing 119
confirm delivery 123, 126
confirm read 123, 126
creating 119–121
Memory
amount of free 212
for beaming 210
Calculator 101
regaining 58, 201
deleting e-mail 129
desktop configuration 116–118
draft e-mail 127
Memos. See Memo Pad
Menus 18–20, 202
Address Book 91
Page 234
Index
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choosing 19
command equivalents (Graffiti
writing) 19
command toolbar 20
Date Book 86
onscreen keyboard 16, 21, 36
Edit menu 56–57
Expense 112
Mail 138
Memo Pad 99, 102
menu bar 16, 19
Network Preferences 187
To Do List 97
pen stroke to open 167
Microsoft
Excel, transferring Expense data
to 108–112
Exchange 116
Outlook, connecting to 14, 204
Windows 95, 98 148
Modem
Memo Pad 53
connections 172
HotSync operations via 153–157,
206–207
Organizer (Lotus PIM) 37
Outbox 126, 130
setup after upgrade 5
Monday, to start week 169
35
Outlook, connecting to 14, 204
Overlapping events 84
MPA (Memo Pad archive file) 37
N
Network
connecting 181
connection type 182
idle timeout 182
login scripts 184–187
password 177
Personal information managers. See
PIM
Phone Lookup 66–67
Phone numbers
phone settings 178
preferences 175–189
primary DNS 183
secondary DNS 183
selecting connection 177
selecting service 175
TCP/ IP 175
selecting for Address list 91
selecting types 89
user name 176
Notes, attaching to records 72
Phone settings for ISP or dial-in
server 178–180
Index
Page 235
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Pick lists 16
PIM (personal information manager)
using with organizer 14
Plug-in applications 187
Ports
IR on handheld 148
simulated for infrared
See also Serial port
Power button 6
Quattro Pro, for expense reports 222
PPP 181
masking private 46, 70
private 70–72
sorting 69–70
PRC (application file extension) 43,
187
Preferences 24
Buttons 166
choosing 41
Connection 175
cradle setting 170
Digitizer 168
Formats 168
General 170
HotSync buttons 168
Network 175–189
Owner 189
ShortCuts 190
Primary DNS 183
Printing
expense reports from Excel
109–112
records from applications 12
Prioritizing To Do List records 93, 97
Priority of delivery (e-mail) 124
Private records
deleted e-mail 129
displaying and creating 70–72,
203
lost with forgotten password 48
See also Security
applications 45
Desktop software 45
Renaming categories 64
Repeating events
deleting from Date Book 57
scheduling 79
Replying to e-mail 121
Rescheduling events 78
Resetting organizer
hard reset 196
Profiles 162
Punctuation marks
Graffiti writing 32
onscreen keyboard 36
Purging
deleted e-mail 130
records 58
See also Deleting
Page 236
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location of reset button 9, 195
soft reset 195
e-mail
predefined 36
communication 150
S
Saving
data 39, 55, 57
draft e-mail 127
Scheduling events 74–78
Screen
applications 40
blank 201
calibrating 15, 168
caring for 193
touching with your finger 7
Scroll
bar 17
button 7
pen stroke to activate a feature
Searching. See Finding
Secondary DNS 183
Security 46–48
tapping with 15
changing password 47
deleting password 47
forgotten password 48
locking the organizer 47
private records 70–72
Selecting
Sunday, to start week 169
Symbols
in Graffiti writing 33
Synchronizing data. See HotSync
date for event 76
e-mail to be synchronized. See
phone numbers in Address
Book 89
conduit 146
text 56, 57
Sending
e-mail 119–121, 126
Serial
from 37
connections 172
connector 10
Tapping 15, 202
TCP/ IP 175, 188
port 10, 145, 153
Service
selecting for network 175
templates 181, 187
Settings. See Preferences
ShortCuts
TDA (To Do List archive file) 37
Technical Support 199, 212
Templates for expense reports 111
Text
copying 56
cutting 56
Index
Page 237
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files, importing data from 37
fonts for 73
selecting all 57
Thousands separator 169
Time
Turning on organizer
alarm setting 78
bars in Date Book 86
format 169
problems with 201
setting current 25
setting event 74
view 87
Tips, online 20
To Do List
records 67
archive files (.tda) 37
categorizing records 61, 97
checking off items 94
completed items 96
completion date 96
conduit for synchronizing 146
creating records 55, 93
deleting records 57, 81
due date 95, 96, 97
fonts 73
menus 97
notes for records 72
opening 52
overview 52
Web sites 14, 149
prioritizing records 93, 97
private records 71
purging records 58, 96
sorting records 69
Today. See Current date
Transferring data. See HotSync
Transmitting data. See Beaming
information
Week (Date Book view) 82–83, 169,
Writing area 7
Writing. See Entering data
X
Excel) 111
Troubleshooting 207
Truncating e-mail 137
Page 238
Index
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