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Handbook for the Palm V Organizer

1. New Message 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 Tip If the address CC subject or body exceeds the capacity of the screen display tap the name of the field for Page 118 Communicating Using Your Organizer 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 New Message 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 Reply Options Reply to Ebay All Forward amp Include original text O Comment original text 4 Select whether you want to include original text or comment original text 5 Tap OK 6 Enter the text of yo
2. Gaji beei baia a maiad ca pa raia iriha pai iT oe pabr a HAD T p ors bs Paar Ei EE they The Aaa baa bhi Ra ae ATHA ays phar Par CODE BT OP bikja Tiare biji re cared face Dor ewe seater her Pa j irs Chapter 3 Page 43 4 In the User drop down list select the name that corresponds to your Palm V organizer 5 Click Add Laj ETET S all gl alala lala Fii ges Jpm ccs TT A cone 6 Select the application s that you want to install on your organizer 7 Click Open Note Review the list of applications you selected in the Install Tool dialog box If you do not want to install an application select it and then click Remove This does not remove the application from your computer it simply removes it from the list of applications to install 8 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 several games that you can install with the Palm Install Tool Giraffe HardBall MineHunt Puzzle SubHunt Note 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 Page 44 Managing Your Applicati
3. Page 86 Survey of Basic Applications Address Book Address Book is the application in which you store name and address information about people or businesses Creating an Address Book entry A record in Address Book is called an entry You can create entries on your 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 on the front of your organizer to display the Address List 2 Tap New Cursor at Last Address List name Address Edit w Unfiled Abrams Liz 650 454 6121 E Adams Ben 408 772 1900 Beckman Rachel 510 532 0746 Bertolli Marcus 213 422 1363 Bruce Jeremy 408 459 1279 Butler Richard 516 626 1424 col Cain Cathy 650 235 6222 Carpenter Joan 718 824 1548 Carter Melanie 212 395 6277 W Chu Byron 213 343 9801 Conner Sandy 301 933 6833 A CS 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
4. 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 template a unique name Be sure to use the xlt file suffix which 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
5. 650 454 6121 408 772 1900 510 532 0746 213 422 1363 408 459 1279 516 626 1424 650 235 6222 718 824 1548 212 395 6277 213 343 9801 301 933 6833 Address List Abrams Liz Adams Ben Bertolli Marcus Bruce Jeremy Butler Richard Cain Cathy Carpenter Joan Carter Melanie Chu Byron Conner Sandy Look Up Beckman Rachel ze 516 626 1424 650 235 6222 718 824 1548 212 395 6277 213 343 9801 301 933 6833 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 To define a new category 1 Tap the category pick list in the upper right corner of the screen Address List Abrams Liz Adams Ben Beckman Rachel Bertolli Marcus Bruce Jeremy Tap here 650 454 6121 408 772 1900 510 532 0746 213 422 1363 408 459 1279 Address List Abrams Liz Adams Ben Beckman Rachel Bertolli Marcus Bruce Jeremy Business Personal QuickList Unfiled Edit Categories Butler Richard 516 626 1424 Butler Richard 516 626 1424 Cain Cathy 650 235 6222 Cain Cathy 650 235 6222 Carpenter Joan 718 824 1548 Carpenter Joan 718 824 1548 Carter Melanie 212 395 6277 Carter Melanie 212 395 6277 W Chu Byron 213 343 9801 Chu Byron 213 343 9801 Conner S
6. Page 102 Survey of Basic Applications Tip A 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 4714 Hotel on Feb Wor E 4 14 Car Rental ul Aug Sep 3 4 5 SM TW T FS 1 2 rd 8 9 10 11 12 GED 5 i6 17 18 19 21 22 23 24 25 26 28 29 30 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 Receipt Details Category w Unfiled Type w Lunch Payment w Unfiled Currency vw CO Cel E We g Chapter 4 Page 103 3 Select any of the following options Category Type Payment Currency Vendor and City Attendees 4 Tap OK See Categorizing records earlier in th
7. 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 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 Page 66 Survey of Basic Applications Matches for David To Do Items Call David Addresses _ _ Crensh Davi 33 1 41 974521 Find Datebook Memos 11722 Meeting Minutes Mail Messages 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 informa
8. 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 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 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 Page 12 Introduction to Your Palm V Organizer Using your organizer with another PIM If you prefer to use a personal information manager PIM other than Palm Desktop software or Microsoft Outlook all you need is
9. selecting for Address List 89 selecting types 88 Phone settings for ISP or dial in server 164 166 Pick lists 16 PIM personal information manager using HotSync Manager with 45 using with organizer 13 See also Desktop software Port See Serial port Power button 6 PPP 168 PRC application file extension 43 Preferences 23 Buttons 154 choosing 41 cradle setting 158 Digitizer 156 Formats 156 General 158 HotSync buttons 156 Modem 160 Network 161 174 Owner 175 ShortCuts 176 Primary DNS 169 Printing expense reports from Excel 107 110 records from applications 11 Prioritizing To Do List records 92 96 Priority of delivery e mail 122 Private records displaying and creating 70 72 186 lost with forgotten password 48 See also Security Profiles 150 Punctuation marks Graffiti writing 30 onscreen keyboard 35 Purging deleted e mail 128 records 58 See also Deleting Index Page 223 Q Quattro Pro for expense reports 204 R Range of times in Day view 86 Reading e mail on organizer 116 Receipts recording in Expense 103 Receiving data See Beaming information Recharging the battery 10 158 Records Address Book 87 beaming 137 138 choosing categories 61 creating 55 Date Book 74 defined 55 deleting 57 displaying a category of 63 editing 55 57 Expense 102 fonts 73 hiding private 46 70 lost 186 Memo Pad 97 notes for 72 number of 193 private 70 72 purging 58 sorting 69 70 To Do List 92
10. AC adapter Recharging the battery The Palm V organizer contains a Lithium ion battery that is recharged each time you place the organizer in the cradle You never need to replace the battery Just place your Palm V organizer in the cradle for three hours for an initial charge before you use your organizer Then place itin the cradle for a few minutes each day to recharge the battery to full capacity If the battery gets low your Palm V organizer displays a warning message If this occurs perform a HotSync operation and then recharge the battery as soon as possible If your Palm V organizer shuts down you still have about a week to recharge the battery before you lose the data on your organizer Page 10 Introduction to Your Palm V 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 Palm Desktop organizer software Palm Desktop software extends many of the functions of your Palm V organizer to your computer and serves to back up all your data Viewing and editing your data using Palm Desktop software is optional However when you use it with your Palm V organizer and the built in HotSync technology you can fully synchronize the information on your Palm V organizer with the information on your computer It is a good idea to
11. EC resident in formation necessary to achieve interoperability of the Software with other programs within the meaning of the EC Directive on the Legal Protection of Computer Programs is available to you from 3Com upon written request EXPORT RESTRICTIONS You agree that you will not export or re export the Soft ware or accompanying documentation or any copies thereof or any products utilizing the Software or such documentation in violation of any applicable laws or regulations of the United States or the country in which you obtained them The software covered by this agreement may contain strong data encryption code which cannot be exported outside of the U S or Canada You agree that you will not export reexport either physically or electronically the encryption software or accom panying documentation without obtaining written authorization from the U S Depart ment of Commerce TRADE SECRETS TITLE You acknowledge and agree that the structure sequence and organization of the Software are the valuable trade secrets of 3Com and its suppli ers You agree to hold such trade secrets in confidence You further acknowledge and agree that ownership of and title to the Software and all subsequent copies thereof re gardless of the form or media are held by 3Com and its suppliers Page 213 UNITED STATES GOVERNMENT LEGEND The Software is commercial in nature and developed solely at private expense The Software is delivered as Co
12. When working in any application tap the Applications icon a 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 Using the Applications Launcher To open the Applications Launcher tap the Applications icon fo 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 Page 39 To categorize an application 1 Tap the Applications icon Co 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 Category Address w Main Calc w Main Date Book w Main Expense w Main HotSync w System Mail Main Memo Pad Main Prefs w System Security w System To Do List w Main 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 fe 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 se
13. 3Com s sole obligation under this express warranty shall be at 3Com s option and expense to replace the prod uct or part with a comparable product or part repair the product or part or if neither repair nor replacement is reasonably available 3Com may in its sole discretion refund to Customer the purchase price paid for the product or part Replacement products or parts may be new or reconditioned 3Com warrants any replaced or repaired product or part and any hardware upgrade to which Customer is entitled under an agreement between Customer and 3Com for a period of ninety 90 days from shipment or through the end of the original warranty whichever is longer All products or parts that are replaced become the property of 3Com Accessory products as listed in the applicable 3Com catalogue are not covered under this Limited Warranty except for the modem for the connected organizer the cradles cables memory upgrades and leather items sold under the 3Com brand 3Com shall not be responsible for Customer s software firmware information or memory data contained in stored on or integrated with any products returned to 3Com for repair whether under warranty or not SOFTWARE 3Com warrants to Customer that the Palm Desktop organizer soft ware and Palm OS software licensed from it will perform in substantial conformance to their program specifications for a period of ninety 90 days from the date of original purchase from 3Co
14. Beam Memo B LTap 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 Undo Menu commands tcut X Copy C Paste P ommand letters Select All Ss Keyboard K Graffiti Help G To use the Graffiti menu commands the menu bar must be closed Page 18 Introduction to Your Palm V Organizer Draw the Command stroke anywhere in the Graffiti area and immediately write the corresponding command letter in the Graffiti letter area When you draw the Command stroke the word Command appears just above the Graffiti writing area to indicate that you are in Command mode Command Pa For example to choose Selec
15. Entering Data in Your Palm V Organizer This chapter explains how to enter data into your Palm V organizer either by writing with the stylus in the Graffiti writing area using the onscreen keyboard using the computer keyboard or 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 and 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 ona 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 m 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 m 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 Page 25 Most characters require only a single stroke When you lift the stylus
16. Recovering deleted e mail 127 filed mail 127 Removing applications 45 Desktop software 45 Renaming categories 64 Repeating events deleting from Date Book 57 scheduling 79 Replying to e mail 119 Rescheduling events 78 Resetting organizer hard reset 182 location of reset button 8 181 soft reset 181 Retrieving e mail See Filters for e mail S Saving data 39 55 57 draft e mail 125 Scheduling events 74 78 Screen backlight 6 7 blank 184 calibrating 14 156 caring for 179 contrast control 6 touching with your finger 5 Scroll bar 16 Scroll button 6 Searching See Finding Secondary DNS 169 Security 46 48 changing password 47 deleting password 47 displaying owner s name 175 forgotten password 48 locking the organizer 47 private records 70 72 Selecting date for event 76 e mail to be synchronized See Filters for e mail 131 phone numbers in Address Book 88 text 56 Sending data See Beaming information e mail 117 119 124 Serial connector 9 Serial port 9 141 144 Service templates 167 172 Service selecting for network 161 Settings See Preferences ShortCuts backing up 142 managing 176 177 menu commands 18 Page 224 Index predefined 34 using 33 Showing dates in Mail list 129 Side channels for stylus and front cover 8 Signature for e mail 123 124 Soft reset 181 Sorting applications 40 e mail items 129 records 69 70 186 Sounds See Alarm and System sounds Starting applications 17 Sto
17. 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 A Gntertainment Table with z 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 Determine whether the Rows will contain expense or date LA 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 LA place only one x in the Row section columns 2 5 Determine whether the Columns will contain expense or dat
18. 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 Chapter 7 Page 173 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 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 Page 174 Setting Preferences for Your Organizer 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
19. using the cradle After that you can perform a modem HotSync operation To perform a HotSync operation via modem you need the following m A Palm V Modem connected to your computer m Palm Desktop software configured for use with the Palm V Modem 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 Cera Lica tir hai ieee Pre iim Egasi li Pop iy Pristis uo Da Erg Carcai Heda Page 144 Advanced HotSync Operations Serial Port Speed Modem Setup String 4 Click OK 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
20. 198 Creating a Custom Expense Report 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 m 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 m 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 m 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 m 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
21. 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 oooO Address Book button Note Press the Address Book application button repeatedly to cycle through the categories in which you have records Chapter 4 Page 51 To Do List amp 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 aN ES Fy To Do List button Note Press the To Do List application button repeatedly to cycle throug
22. 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 Software installation problems Problem Solution When I install Palm Take your organizer out of the cradle Desktop software I get an and install again error that a modem is attached to my serial port but there is no modem attached Appendix B Page 183 Operating problems Problem My organizer won t turn on I get a warning message telling me my organizer memory is full My organizer keeps turning itself off My organizer is not making any sounds My organizer has frozen I don t see anything on my organizer s screen Solution Try each of these in turn m Press the contrast control button and adjust the contrast m Recharge the unit If your organizer still does not operate try a soft reset See Resetting your organizer in Appendix A m Purge Date Book and To Do List This deletes To Do List items and past Date Book events from the memory of your organizer See Purging records in Chapter 4 You may need to perform a HotSync operation to recover the memory m Delete unused memos and records If necessary you can save these records See Deleting records in Chapter 4 m If you have installed additional applications on your or
23. Looking up an address ss ssssssssessessesessississessessieriesessnsssntesieseeses 120 Adding details to e mail items ssssesssseseesssessestesressessestereesse n 121 Storing e mail to be sent later eee cence eee ee nies 124 Editing unsent e mail sssrini er a A 124 Det aaea aa tl E E EE ENE E AA EA 125 Filing mail spiser ae a eaer E n R E 126 Deleting email ss ccsec sp octesecasteastedess aa E e aeS 127 Removing e mail from the Deleted folder 127 Purging deleted e mail c ccc nesses ee tensseeseeeeneeeeeees 128 Message List OptiOns erari ar AE EERE ETAT 128 HotSync options eccceseeseseseeeseeeseeseesecseseeeseesesecsesesseessescsseesesaees 130 Creating special filters risn en e 131 Truncating e mail items essssssessssesessseseesrestertesrisresessestenressess 135 Malmen a a E e a a 136 Beaming information s ssesssssiesissessssessissiesesresnsesiesiennsestsstesieneeses 137 Chapter 6 Advanced HotSync Operations Selecting HotSync setup Options ss ssessississessessissiesissrsneesieseeses 139 Customizing HotSync application settings s ss ssssssesiesisseseeese 142 Conducting a HotSync operation via MOdeM c cece 144 Preparing your computer oo cccccccceseteeteceeteceeteceeteeeeeeeeseeeenees 144 Preparing your OFZANIZEL cccccccccesecsesecsctecectececneceeneeeseeeeenees 145 Selecting the conduits fora modem HotSync operation 146 Performing a HotSync operation
24. TFS 2 3 4 5 Tap to select a 3 10 11 12 13 d 16 17 18 19 20 ay 23 25 26 27 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 Page 76 Survey of Basic Applications To schedule an untimed event 1 5 Select the date that you want for the event as described in To schedule an event for another day Tap New Tap OK so that no start or end times are defined for the new event Set Time Start Time Ld 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 Enter a description of the event Jul 25 02 ZI BDGO GEOR Jul 25 02 ZIBOGG Ge 8 00 untimed In 9 00 event 8 00 10 00 11 00 10 00 12 00 11 00 1 00 12 00 2 00 1 00 3 00 2 00 Bye Notime 300 2 ea Ee soo T ee 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 Chapter 4 Page 77 Rescheduling an event You can easily make changes to your schedule w
25. a memo 1 In the Memo List tap the text of the memo Seiad vaj Tapa Unfiled 1 11 22 Meeting Minutes memo to 2 Directions to Moscone Center review its 3 Plans for conference contents 4 Priorities on new project 5 To discuss with Jose Ribera gt 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 EEZ Edit Options CEZIJ Edit Options Beam Category New Memo N Delete Mlemo D Memo List Beam Memo 7B Memo screen Options menus Options ME Font F Go toTop of Page Go to Bottom of Page Phone Lookup sL About Memo Pad Preferences R About Memo Pad Memo List Memo screen Page 98 Survey of Basic Applications Go to Top of Moves to the top first line of the memo Page Go to Bottom of Moves to the bottom last line of the memo Page Preferences Displays the Memo Preferences dialog box where you define the sort order for memos About Memo Shows version information for Memo Pad Pad Chapter 4 Page 99 Calculator The Calculator includes several buttons to help you perform
26. as private You can hide private records with or without a password Without a password private records are hidden 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 i 2 Tap the Security icon 3 Tap the Password box 4 Enter a password Private Records iy Password 7 Enter a password Password If you assign a password you P dF A must enter it to show private assword Features records Forgotten Password OK l Turn Off amp Lock Device x 5 Tap OK 6 Enter the same password a second time and tap OK Page 46 Managing Your Applications 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 Private Records EpL Password inal Password Enter your current password Password Features Forgotten Password Turn Off amp Lock Device 3 Tap OK 4 Do one of the following To change the password enter the
27. back up your data in case something happens to the data on your Palm V organizer Changes you make on your Palm V organizer or Palm Desktop software appear in both places after you synchronize With Palm Desktop software you can do the following m Work with your Palm V organizer applications on your computer Palm Desktop software duplicates the Date Book Address Book To Do List and Memo Pad applications on your organizer so you can view enter and modify any data stored on your organizer m Back up the data stored on your organizer with HotSync technology and synchronize the data on your Palm Desktop 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 m 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 m Print your Date Book Address Book To Do List and Memo Pad information on any printer Chapter 1 Page 11 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
28. 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 G 86 Recalls the stored value from memory and inserts it in the current calculation Clears any value that is stored in the Calculator memory 8 6 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 D 2 Tap Options and then tap Recent Calculations Page 100 Survey of Basic Applications Recent Calculations 86 666667 86 666667 10 833333 3 After you finish reviewing
29. 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 Appendix C Page 197 Examples of both Fixed and Variable labels appear in the sample expense templates 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 fie Edt iie an fyri foh jra irri Hei _ Section 1 not prepaid Section 2 prepaid idana n Ceia argh eh Bate BAINES MEALS AND ENTERTAINMENT EXPEMIMIMURES m T ji EY Bey nes Dad on nee nd Pe cee Ga Seen Dee SS 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 Page
30. down the power button use the tip of an unfolded paper clip or similar object without a sharp tip to gently press the reset button 3 Release the power button 4 Whena 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 Page 182 Maintaining Your Organizer Appendix B Frequently Asked Questions If you encounter a problem with your Palm V organizer do not call Technical Support until you have reviewed the following list of frequently asked questions and you have also reviewed the following m 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 most recent Palm V 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
31. for more information To enter the Owner preferences m 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 Preferences 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 Chapter 7 Page 175 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 Preferences w Shortcuts ShortCut Entry Li ShortCut Name br Breakfast di Dinner ds Date Stamp
32. 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 Chapter 7 Page 169 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 assig
33. 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 m 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 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 4 Start your stroke at the heavy dot and draw the stroke shape as it appears in the tables Page 26 Entering Data in Your Palm V Organizer 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
34. 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 Chapter 4 Page 69 3 Tap Options and then tap Preferences Address Book Address Book Preferences O Remember last category List By Last Name First Name Company Last Name Memo Pad Memo Preferences i Sortby w Alphabetic 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 Manual 5 Tap OK To sort the Memo List manually tap and drag a memo to a new location in the list Note To make the list of your memos appear in Palm Desktop software as you manually sorted it on your organizer open Memo Pad in Palm Desktop software and click List by Then select Order on handheld Making records private In all basic applications except Expense you can make individual records private Private records remain visible and accessible however until you select the Security set
35. lect 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 Page 40 Managing Your Applications To change the Applications Launcher display 1 Tap the Applications icon Ce 2 Tap the Menu icon D 3 Tap Options and then tap Preferences 4 Tap the View By pick list and select List 5 Tap OK Address E Calc Si Date Book Expense G HotSync Mail MemoPad 3 Prefs O Security M ToDo List To open the Applications Launcher to the last opened category Tap the Applications icon fo Tap the Menu icon D 1 2 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 D 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 Page 41 Installing and removing applications This section explains how to install and remove applications on your Palm V organizer and how
36. new password and tap OK To delete the password tap Delete Password Enter new password or tap the Delete button to remove your current password 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 need to use the reset button to resume using your organizer Using the reset button 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 information about how to use the reset button Chapter 3 Page 47 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 Turn Off amp Lock Device System Lockout D This feature turns off your Palm Ill and prevents others from using it without the password Private Records Password p Entering the password Password Features the next time you turn Forgotten Password on your Palr Ill will unlockit Lock 4 Tap Off amp Lock 5 To start your organizer enter the password Recovering from a forgotten passw
37. note of the exact file name so it can be defined in the mapping table file Appendix C Page 199 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 associatec template are selected Pilita Lew variatii Lite by Coniate Bepenes Type OowOate Popes Tys Variable Label b Dayat Expense Typs a Hf Mapazia Grier y Eil Biy Eime jiti 4 From the Edit menu choose Copy Page 200 Creating a Custom Expense Report 5 Scroll down to a blank area of the Maptable xls file below the rows used for Sample4 xlt
38. onscreen keyboard in Chapter 2 for more information Note You cannot enter Graffiti characters while using the onscreen keyboard Tab alwlelr tlylulilole Lmala lhk ET Backspace Caps lock cap 2 x c b n m 4 Carriage return mishit space Ne Caps shift Tap here to display alphabetic keyboard Numeric International l l l l l lels e j l lelel iTi L leli Hpogpggnnmnnrd shift space fa EI abe 123 ea l l Tap here to display Tap here to display numeric keyboard international keyboard Graffiti writing Your Palm V 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 Page 20 Introduction to Your Palm V Organizer Write letters here Write numbers here Division marks Your Palm V organizer also 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 To open Memo Pad 1 Press the Memo Pad application button oo 2 Tap New Note A blinking cursor appears on the first line of the new memo to indicate where new te
39. organizer including Graffiti ShortCuts Use the Install conduit to install applications on your organizer To customize HotSync application settings 1 Click the HotSync icon GIM in the Windows system tray bottom right corner of the taskbar Tip You can also click the HotSync command on the Palm Desktop software menu bar 2 From the HotSync Manager menu choose Custom 3 Select the appropriate user name from the list 4 Select an application in the Conduit list 5 Click Change Page 142 Advanced HotSync Operations Platine acon for Cane Bat JH C arip oversee ba Dec I peeled cere ek ig C Da poten 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 Repeat steps 4 through 6 to change conduit settings for other applications 8 Click OK 9 Click Done to activate your settings Chapter 6 Page 143 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
40. requirements m Windows 98 Windows 95 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 the Palm V Quick Tour requires a 256 color video display m CD ROM drive you can also download the Palm Desktop software from http www palm com or order 3 5 diskettes from 3Com m Mouse m One available serial port Optional equipment m Palm V Modem m Windows compatible printer Information for upgraders If you already own a PalmPilot organizer or Palm III organizer 3Com recommends that you install the version of Palm Desktop software that comes with your new Palm V organizer All your data will be preserved You can perform HotSync operations in exactly the same way so you can quickly synchronize your data with your new organizer Just remember to synchronize your old organizer with Palm Desktop software before you synchronize with your new organizer so you have all your latest information Page 4 Introduction to Your Palm V Organizer Palm V components Locating front panel controls Contrast control button Power button Screen Graffiti writing area Scroll button Application buttons Palm V Displays the applications and information stored in organizer your Palm V organizer It is touch sensitive and screen responds to the stylus or your finger Graffiti The area where you write letters and num
41. retrieve e mail items from your desktop E Mail application 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 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 in
42. serial COM port connector that plugs into your computer Confirm that your recharger is plugged into an AC outlet and that the AC outlet has power Appendix B Page 191 Password problems Problem Solution I forgot the You can use Security to delete the password and my password If you do this your organizer organizer is not deletes all entries marked as private You locked can however perform a HotSync operation before you delete the password the HotSync process backs up all entries whether or not they are marked private In this case the following procedure restores your private entries and lets you access them 1 Use the Palm Desktop software and the cradle 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 private records by transferring them from your computer to your organizer Iforgotthe password m_ Ifyou assign a password and lock your and my organizer is organizer you must perform a hard locked reset to continue using your it See Performing a hard reset in Appendix A for more information Page 192 Frequently Asked Questions Technical support If after reviewing the sources listed at the beginning of this appendix you cannot solve your problem contact your regional technical support office by e mail phone or fax Before requesting su
43. settings 1 In To Do List tap Show To Do Preferences Li Sortby w Priority Due Date Show Completed Items O Show Only Due Items O Record Completion Date O Show Due Dates f Show Priorities O Show Categories 2 Select any of the following settings Show Displays your completed items in the To Do Completed List If you turn off this setting your To Do Items 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 Shows only the items that are currently due Items 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 Replaces the due date with the actual date Completion when you complete check the item If you do Date not assign a due date to an item the completion date still records when you complete the item Chapter 4 Page 95 Show Due Dates Displays the due dates associated with items in the To Do List and displays an exclamation mark next to items that remain incomplete after the due date passes Show Priorities Shows the priority setting for each item Show Shows the category for each item Categories 3 Tap OK To Do List menus To Do List menus are shown here for your referenc
44. show event details Tips for using Week View Keep the following points in mind m To reschedule an event tap and drag the event to a different time or day m Tap ablank time on any day to move to that day and have the time selected for a new event m Tap any day or date that appears at the top of the Week View to move directly to that day without selecting an event m 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 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 Page 82 Survey of Basic Applications FS 14 15 16 17 18 19 20 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 Dots on right side indicate events er ee a 28 29 30 31 7 Dots below date indicate untimed events Month Vie
45. the connection software called a conduit that lets you synchronize the data between your organizer and your PIM For information on conduit software go to this web site http www palm com The installation program can detect that you have Microsoft Outlook on your computer If it finds Outlook 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 Chapter 1 Page 13 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 Palm V 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
46. 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 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 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 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 for 2 Tap the HotSync icon 3 Tap the Enter Phone field 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 4 Enter the telephone number to access the modem connected to your computer Chapter 6 Page 145 Phone Setup i 5 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 6 If the phone line y
47. via a MOdeM cceeeeee 147 Conducting a HotSync operation via a network cceee 148 Connecting to your company s dial in serveF ccc ee 148 Using File Linken assess tesstetsh patecasgpavaresatuestesscateesrotesaaateestienets 150 Creating a user profiles sesccclicciseessecscaccetectesa castcurtesesciasevavesceetedecsens 150 Chapter 7 Setting Preferences for Your Organizer Viewing preferences seisad rioni atena narepi esise inis ivot 153 Buttons preferences ssi sisia ieii 154 Pen preferentes pnei eeir A E A aia eee 154 HotSync buttons preferences ss sssssesisseissessesierrisssssesiessessess 156 Digitizer preferences isise e iin Es EEES 156 Contents Page v Formats preferences EE A al Male hays Rea atta Bae ass 156 Cotintry defatilt c5 csteseiacisstesiidans ease esas case cs ovat NR 156 Time date week start and numbers formats ccccsceeee 157 General preferenCes yore ae Eea EEE oe dusiovevers 158 Auito off delay srira anner e S E Sa 158 Cradle Settings niena ee E e aa eE ATAR eA 158 System alarm and game soundS s ssssssisesisissressessesesseessess 159 Beam Reci n esee ooieoe a aeaa iea oa EE a a Eea EE 159 Modem preferences sisi ss sicctesstcsievias a A A 160 Network preferences and TCP IP software ccccecceees 161 Selecting a Service sts sn eerie eles e e a 161 Entering a user NAME serrriyeiresi eeeriiaire Arsip nerein ideien A 162 Entering a PassWord sssiisrera tninn o
48. week 157 switching views 80 untimed events 74 77 Week view 81 157 186 Dates Expense item 103 setting current 24 186 showing in Mail list 129 To Do List record due 94 Day Date Book view 74 85 DBA Date Book archive file 36 Decimal point 157 Default categories 61 currency in Expense 111 settings See Preferences Deleted data saving in archive files 57 e mail recovering 127 Deleting applications 42 45 Desktop software 45 e mail 127 Graffiti characters 27 passwords 47 records 57 service templates 172 text 56 See also Purging records Delivering e mail 121 124 Desktop E Mail application applications supported 114 managing 113 136 support of Mail features 121 Desktop software 11 12 configuring mail 114 116 for entering data 22 linking to external files 150 removing 45 saving deleted data to anarchive file 57 system requirements 4 upgrading 4 See also PIM Digitizer 14 156 185 DNS Domain Naming System 169 Double booked events 82 Draft e mail 125 Dragging memos into other applications 53 stylus to activate features 155 using the stylus 14 E Editing records 55 57 unsent e mail 124 E mail addresses in Address Book 88 89 looking up 120 121 E mail items See Mail Entering data 19 22 Index Page 219 importing from other applications 36 37 problems with 185 using Graffiti writing 25 34 using the computer keyboard 35 using the onscreen keyboard 35 Entries See Address Book Eudora 114 Even
49. you can also save the item as a draft by canceling it When you cancel an item 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 Chapter 5 Page 125 To save an e mail item as a draft 1 Create an e mail item 2 Tap the Menu icon D 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 CUI 2 Messages Tap here Message 1of2 to select Subj Lunch meeting item ncarter aol com Lunch meeting support isp com Re Welcome i Hi Melanie Just wanted to confirm our lunch meeting for 12 30 on Thursday Tapto edit item o 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 D 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 ite
50. your organizer to exclude the e mail Messages items that meet the criteria you define and Containing download all other e mail items during synchronization In general this filter downloads more e mail during synchronization because it blocks only one defined subset of e mail Page 132 Communicating Using Your Organizer Retrieve Tells your organizer to include only the Only Msgs e mail items that meet the criteria you Containing 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
51. 185 Application problems nsslin inssi 186 HotSync problems zise a E E 187 Beaming problems ssnsronatisnsnni iia n ated 191 Recharging problems issis rsisi 191 Password Problem Sssttt siiis at 192 Technical SUpport irs eper ae a rE D eier aa 193 Page vi Handbook for the Palm V Organizer Appendix C Creating a Custom Expense Report About mapping tables 0 c cece eeseeseeeseensneneseeessneneneeseneeey 195 Customizing existing sample templates eee 196 Determining the layout of the Expense Repott cccc ee 197 Tia DOL Sia oz scsi stan cleiie testis caste AE E E A E AE 197 TTA nO a eA VNA EE AAE EEA AE MON chase SS E ET 198 Analyzing your custom Expense Report ss ssseessessesesesesesereseeses 199 Programming the mapping table ssssssssessssssssississtsseeseesissesssese 200 Using applications other than Microsoft Excel cece 204 Expense file details ssrin nonni an peinner 205 Appendix D Non ASCII Characters for Login Scripts Wsesof Achar sanen e a a a E a a E ea e aU savas 207 Carriage return and line feed ssnsssssssssssessessessiestessieriesessreseesens 207 tteral chatacters ic ernan aine e e ei aeia e E es 208 Warranty and Other Product Information Limited Warranty si ee paee pe a tana tien 209 3Com end user software license agreement se sssssrstssssertt reeet 212 FCC S tatemenitircscccdisciesliiecei e E AEE E EEA E E ae 215 Canadian RFI Statement ccccccccccecsssccessssecssesse
52. 26 H Hard reset 182 Header information e mail 117 118 Help Graffiti 57 Page 220 Index online tips 19 Hiding records 70 High Priority e mail filter 134 HotSync buttons preferences 156 conduits for synchronizing applications 142 143 customizing 142 defined 58 first time operation 59 61 150 152 for managing desktop E Mail 115 116 HotSync Manager 59 linking to external files 150 local operation 61 140 188 modem operation 141 144 147 189 190 modem settings 145 network operation 148 options for filtering e mail 130 135 problems with 187 190 setting options 139 141 for synchronizing data 11 using with another PIM 45 Icons alarm 78 application 15 40 note 72 online Tips 19 onscreen 185 repeating event 80 Idle timeout of ISP or server connection 168 Ignoring e mail See Filters for e mail Importing data 22 36 37 Inbox 128 Infrared port See IR port Installing applications 42 44 conduit to install applications 142 Desktop software 12 183 Mail See Mail desktop configuration International characters Graffiti writing 32 onscreen keyboard 35 IP address 168 170 IR port 8 See also Beaming information Items See To Do List or Expense K Keyboard computer 35 onscreen 15 35 155 L Letters font style 73 Graffiti 25 28 onscreen keyboard 35 List in Applications Launcher 40 Lithium ion battery 10 Locking the organizer with a password 47 48 155 175 Login scripts 171 207 Looking
53. 6 USMS SOUS esses aa A E T AETR 17 Three ways to enter data s ssssssssssrsssesressestertesrisnestentisressesneete 19 Customizing your Organizer ssesseseseesesserirreriereriererieterierereerereeses 23 Chapter 2 Entering Data in Your Palm V Organizer Using Graffiti writing to enter data ssssssssssessssssesieseesesreseeseeses 25 Writing Graffiti characters s sssssssssssissessesterriestesresressessesreeness 25 Graffiti tipsne ern nA re A thane e e E a A 27 The Graffitialphabete i oeeie N 28 Writing capital letters s ssssssessesteesesressesesssessertenrisnenentenressesnes 29 Writing numbers Ssirenreta aora o e E Aa 29 Grathi MUM ETS EEEE EES E E NENE E 30 Writing punctuation marks s ssssssssssssessesiessisressesstesiesnerreeressesses 30 Additional Graffiti punctuation s sessssessssieesissessesresresressessee 31 Writing symbols and extended characters ccccsesceesesesesees 31 Writing accented character c cccceesesesessseseesesesenseesesesesesees 32 ACEENESTLOK CS oi os coe ee n oe Geers eee aie dts Need bees 32 Additional non English characters ccccsccceseseseeceeeeeeees 32 Navigation str k Sm monrnon tine aa ai aa Area che 33 Graffiti SHOME Uts snaa a a a a 33 Using the onscreen keyboard sssssssssssesssssissesssesserissessressestesreesens 35 Using your computer keyboard s sssssssssssississsessesissesssesiesieseeseese 35 Importing datassa e
54. 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 Display the entry to which you want to add a note In Address Book only Tap Edit Tap Details Tap Note Enter your note Tap Done De ON Oe er Gos Ne oe 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 D To delete a note 1 Tap the Note icon D 2 Tap Delete 3 Tap Yes Page 72 Survey of Basic Applications 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 w Unfiled w Unfiled Small font Bold font To change the font style 1 Open an application 2 Tap the Menu icon 3 4 Tap Options and then tap Font Tap the font style you want to use Select Font Tap here for bold font Tap here for large font Tap here for small font Tap OK Chapter 4 Page 73 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
55. Autotext See Graffiti ShortCuts Backlight 6 7 155 Battery conserving power 158 gauge 16 recharging 10 recycling 180 Battery life and use 180 BCC blind carbon copy 122 Beaming information 137 138 location of IR port 8 pen stroke to activate 155 problems with 191 Bold font for text 73 Business card for beaming 137 Applications Buttons preferences 154 Address Book 51 Index Page 217 C Calculator buttons explained 100 memory 100 opening 54 overview 53 recent calculations 54 100 Calibration 14 156 185 Call Waiting disabling 146 165 Calling card using in phone settings 146 166 Capital letters Graffiti writing 29 Caring for the organizer 179 Categories application 39 40 assigning records to 61 62 beaming 137 138 creating 63 64 default 61 displaying 63 90 186 folders for e mail 128 merging 65 renaming 64 using in Applications Launcher 40 cc Mail 114 Chain calculations 100 Channels for cover and stylus 8 Characters Graffiti 25 Check boxes 16 Clearing Calculator entries 100 COM port See Serial port Combining categories 65 Comma delimited files importing data from 36 Command buttons 15 Command equivalents Graffiti writing 18 Compressing Day view 85 Computer keyboard entering data with 22 Conduits for connecting to PIMs 13 for modem HotSync operations 146 for synchronizing applications 187 142 143 Confirming e mail 124 Conflicting events 82 Connecting service templates 167 to server
56. Buttons Select an application to customize each button 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 Page 154 Setting Preferences for Your Organizer Memo 1 of 1 w Unfiled Graffiti gt ONIZISIES E1314 Drag to top of screen To change the Pen preferences 1 Tap Pen Select a feature you can access by dragging your pen from the writing area to the top of the screen w Graffiti Help 2 Tap the pick list and select one of the following settings for the full screen pen stroke Backlight Turns on the backlight of your organizer Keyboard Opens the onscreen keyboard for entering text characters Graffiti Help Opens a series of screens that show the complete Graffiti character set Turn Off amp Lock 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 Beams the current record to another Palm Computing connected organizer 3 Tap OK Chapter 7 Page 155 HotSync buttons preferences The Buttons Preferences screen also enables you to associate different applicat
57. Default categories Your organizer comes with two default categories Business and Personal In addition the Address Book contains the QuickList Chapter 4 Page 61 category which you can use as a quick reference of names addresses and phone numbers such as emergency numbers doctor lawyer etc Expense contains two default categories New York and Paris to show how you might sort your expenses according to different business trips You can rename or delete these default categories Note The illustrations in this section come from Address Book but you can use these procedures in all the applications in which categorizing is available Categorizing is not available in Date Book To move a record into a category 1 Select the record you want to categorize 2 In Address Book only Tap Edit 3 4 Tap the Category pick list to display the list of available categories Tap Details Address Entry Details Show in List w Work Business Cat z s egory Personal Private OyickList Unfiled Select the category for the record Tap OK Page 62 Survey of Basic Applications To display a category of records 1 Tap the category pick list in the upper right corner of the List 2 screen Address List Abrams Liz Adams Ben Beckman Rachel Bertolli Marcus Bruce Jeremy Butler Richard Cain Cathy Carpenter Joan Carter Melanie Chu Byron Conner Sandy Look Up Tap here
58. Graffiti capital stroke to capitalize the first letter of the name Chapter 4 Page 87 Oo Oy I Use the Next Field Graffiti stroke to move to the First Name field Next Field j Tip You can also move to any field by tapping it directly Enter the person s first name in the First Name field Enter the other information that you want to include in this entry Tap the scroll arrows to move to the next page of information After you finish entering information tap Done Address Edit w Unfiled Last name Carter First name Me Title Company w Work w Home i wv Fax w Other w E mail Address City 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 To select other types of phone numbers in an entry 1 2 Tap the entry that you want to change Tap Edit Page 88 Survey of Basic Applications 3 Tap the pick list next to the label you want to change Address Edit w Unfiled Address Edit w Unfiled Last name Carter Last name Carter Tap triangle 4 Select a new lab
59. Handbook for the Palm V Organizer Copyright Copyright 1998 3Com Corporation or its subsidiaries All rights reserved 3Com the 3Com logo Palm Computing Graffiti and HotSync are registered trademarks and PalmPilot Palm III Palm V Palm OS Palm the Palm Computing platform logo the PalmPilot logo Palm V logo and the HotSync logo are trademarks of Palm Computing Inc 3Com Corporation or its subsidiaries Other product and brand names may be trademarks or registered trademarks of their respective owners Disclaimer and Limitation of Liability 3Com Corporation and its subsidiaries assume no responsibility for any damage or loss resulting from the use of this handbook 3Com Corporation and its subsidiaries assume no responsibility for any loss or claims by third parties which may arise through the use of this software 3Com Corporation and its subsidiaries assume no responsibility for any damage or loss caused by deletion of data as a result of malfunction dead battery or repairs Be sure to make backup copies of all important data on other media to protect against data loss Important Please read the 3Com End User Software License Agreement contained in this handbook before using the accompanying software program s Using any part of the software indicates that you accept the terms of the 3Com End User Software License Agreement 3 5 Software Diskettes Available Palm Desktop software is supplied on a CD ROM disc I
60. ICH IS LICENSED BY PALM COMPUTING INC A SUBSIDIARY OF 3COM CORPORA TION COLLECTIVELY 3COM TO ITS CUSTOMERS FOR THEIR USE ONLY AS SET FORTH BELOW IF YOU DO NOT AGREE TO THE TERMS AND CONDITIONS OF THIS AGREEMENT DO NOT USE THE SOFTWARE USING ANY PART OF THE SOFTWARE INDICATES THAT YOU ACCEPT THESE TERMS LICENSE 3Com grants you a nonexclusive license to use the accompanying software program s the Software subject to the terms and restrictions set forth in this License Agreement You are not permitted to lease or rent except under separate mutually agreeable terms set forth in writing distribute or sublicense the Software or to use the Software in a time sharing arrangement or in any other unauthorized manner Further no license is granted to you in the human readable code of the Software source code Except as provided below this License Agreement does not grant you any rights to pat ents copyrights trade secrets trademarks or any other rights in respect to the Software Page 212 The Software is licensed to be used on any personal computer and or any 3Com prod uct provided that the Software is used only in connection with 3Com products With respect to the Desktop Software you may reproduce and provide one 1 copy of such Software for each personal computer or 3Com product on which such Software is used as permitted hereunder With respect to the Device Software you may use such Soft ware only on one 1 3Com pr
61. IF ITS TESTING AND EX AMINATION DISCLOSE THAT THE ALLEGED DEFECT OR MALFUNCTION IN THE PRODUCT DOES NOT EXIST OR WAS CAUSED BY CUSTOMER S OR ANY THIRD PERSON S MISUSE NEGLECT IMPROPER INSTALLATION OR TESTING UNAUTHORIZED ATTEMPTS TO OPEN REPAIR OR MODIFY THE PRODUCT OR ANY OTHER CAUSE BEYOND THE RANGE OF THE INTENDED USE OR BY ACCI DENT FIRE LIGHTNING OTHER HAZARDS OR ACTS OF GOD THIS WARRAN TY DOES NOT COVER PHYSICAL DAMAGE TO THE SURFACE OF THE PRODUCT INCLUDING CRACKS OR SCRATCHES ON THE LCD TOUCHSCREEN OR OUT SIDE CASING THIS WARRANTY DOES NOT APPLY WHEN THE MALFUNCTION RESULTS FROM THE USE OF THIS PRODUCT IN CONJUNCTION WITH ACCESSO RIES OTHER PRODUCTS OR ANCILLARY OR PERIPHERAL EQUIPMENT AND 3COM DETERMINES THAT THERE IS NO FAULT WITH THE PRODUCT ITSELF THIS WARRANTY DOES NOT APPLY TO ANY MALFUNCTION OR FAILURE OF THE PRODUCT OR PART DUE TO ANY COMMUNICATION SERVICE CUSTOMER MAY SUBSCRIBE TO OR USE WITH THE PRODUCT Page 211 LIMITATION OF LIABILITY TO THE FULL EXTENT ALLOWED BY LAW 3COM ALSO EXCLUDES FOR ITSELF AND ITS SUPPLIERS ANY LIABILITY WHETHER BASED IN CONTRACT OR TORT INCLUDING NEGLIGENCE FOR INCIDENTAL CONSEQUENTIAL INDIRECT SPECIAL OR PUNITIVE DAMAGES OF ANY KIND OR FOR LOSS OF REVENUE OR PROFITS LOSS OF BUSINESS LOSS OF INFORMA TION OR DATA OR OTHER FINANCIAL LOSS ARISING OUT OF OR IN CONNEC TION WITH THE SALE INSTALLATION MAINTENANCE USE PERFORMANCE FAILURE OR INTERRUPTION OF THIS
62. IR port Reset button AN Serial connector Hold the stylus or front cover which slide in and out of either side channel and click into place To use the stylus remove it from the side channel and hold it as you would a pen or pencil Uses infrared technology to transmit data to and receive data from other Palm Computing connected organizers See Beaming information in Chapter 5 for more information 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 Page 8 Introduction to Your Palm V Organizer 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 Palm V 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 Palm V 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 Chapter 1 Page 9 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 I
63. 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 Capart Aspan El Cae Pi L ae Eii 4 Click to select rli Categories 5 a F aj Dee oped Cater 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 Chapter 4 Page 107 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 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 stor
64. PRODUCT EVEN IF 3COM OR ITS AU THORIZED RESELLER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAM AGES AND LIMITS ITS LIABILITY TO REPLACEMENT REPAIR OR REFUND OF THE PURCHASE PRICE PAID AT 3COM S OPTION THIS DISCLAIMER OF LIABIL ITY FOR DAMAGES WILL NOT BE AFFECTED IF ANY REMEDY PROVIDED HERE IN SHALL FAIL OF ITS ESSENTIAL PURPOSE DISCLAIMER Some countries states or provinces do not allow the exclusion or lim itation of implied warranties or the limitation of incidental or consequential damages for certain products supplied to consumers or the limitation of liability for personal in jury so the above limitations and exclusions may be limited in their application to you When the implied warranties are not allowed to be excluded in their entirety they will be limited to the duration of the applicable written warranty This warranty gives you specific legal rights which may vary depending on local law GOVERNING LAW This Limited Warranty shall be governed by the laws of the State of California U S A excluding its conflicts of laws principles and excluding the United Nations Convention on Contracts for the International Sale of Goods Palm Computing Inc a subsidiary of 3Com Corporation 5400 Bayfront Plaza Santa Clara California 95054 408 326 5000 7 29 98 3Com end user software license agreement YOU SHOULD CAREFULLY READ THE FOLLOWING TERMS AND CONDITIONS BEFORE USING THIS PRODUCT IT CONTAINS SOFTWARE THE USE OF WH
65. 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 organizer considers info rainforest and kinfolk appropriate matches Chapter 5 Page 133 To define a filter string 1 Tap a header field in the HotSync Options dialog box HotSync Options a HotSync Options a Settings for w Local HotSync gt Settings for w Local HotSync An Send only MARS An Send ont MARS Retrieve All High Priority Retrieve All High Priority w Ignore Messages Containing ee w Ignore Messages Containing cursor To 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 f
66. 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 1 2 3 Tap the Applications icon or Tap the HotSync icon Tap the Modem icon to dial the Palm Desktop modem and synchronize the applications Wait for the HotSync operation to complete If you have any problems conducting a successful HotSync operation see Appendix B Chapter 6 Page 147 Conducting a HotSync operation via a network When you use the Network HotSync software you can take advantage of the LAN and WAN connectivity available in many office environments The Network HotSync software 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 software installed your computer is on and the HotSync Manager is running Connecting to your company s dial in server The Network HotSync software requires the following m Your computer has TCP IP support installed m Both your company s network system and its remote access server support TCP IP Your system administrator has this information m You havea remote access account If you don t have an account consult your system administrator Everything you need to connect t
67. a hats whips Pa Eidin Dhrikog n maay C biran frees rei Gee Hwe hra pa 3 Click the General tab and select one of the following options Chapter 6 Page 139 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 Starts HotSync Manager and monitors when Palm requests automatically when you open Palm Desktop software Desktop software is running 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 Gaal Loos tiei Hemet i eae Saeed ap r Page 140 Advanced HotSync Operations Serial Port Speed Identifies the port that Palm Desktop software 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 V components in Chapter 1 if you have trouble identifying the serial port Determines the speed at which data is transferred between your organi
68. a selected service template To select a connection type 1 Tap the service field 2 Tap Details Details Connection type Y PPP Idle timeout w Power Off Select connection type Query DNS W IP Address MM Automatic 3 Tap the Connection type pick list and select one of the following connection types PPP Point to Point protocol SLIP Serial Line Internet Protocol CSLIP 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 Page 168 Setting Preferences for Your Organizer Immediate Drops the connection to your ISP immediately when you switch to another application 1 minute Waits one minute for you to open another application before it drops the connection 2 minutes Waits two minutes 3 minutes Waits three minutes 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 Palm V Modem 2 Tap OK Defining primary and secondary DNS The Domain Naming System DNS is a mechanism in the Internet
69. age 121 Setting a priority To set a priority for your e mail item 1 In the New Message screen tap Details New Message Message Details Li Subj Priority w Normal Body BCC Signature Confirm Read Confirm Delivery Tap here 2 Li Priority BCC ecc pikul Signature Signature gt Confirm Read Confirm Read O Confirm Delivery Confirm Delivery O 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 Tap the BCC check box in the Message Details dialog box to select it 2 Tap OK Page 122 Communicating Using Your Organizer New Message Sie BCC field 3 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 th
70. ager 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 Page 188 Frequently Asked Questions I tried to do a modem HotSync operation but it did not complete successfully Check the following on your computer m Make sure your computer is turned on and that it does not shut down automatically as part of an energy saving feature m Make sure the modem connected to your computer is turned on and is connected to the outgoing phone line m Make sure Modem is checked in the HotSync Manager menu m Make sure the modem you are using with your organizer has an on off switch Your organizer ca
71. andy 301 933 6833 Conner Sandy 301 933 6833 n Look Up i LOOK Up nnn v 2 Tap Edit Categories 3 Tap New Chapter 4 Page 63 Edit Categories Li 4 Enter the name of the new category and then tap OK Edit Categories Enter a new category name 5 Tap OK You can assign any of your records to the new category To rename a category 1 Tap the category pick list in the upper right corner of the screen 2 Tap Edit Categories 3 Select the category that you want to rename and then tap Rename Edit Categories i Page 64 Survey of Basic Applications 4 Enter the new name for the category and then tap OK Edit Categories Enter anew category name 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 m All applications Find locates any text that you specify always starting with the current application m 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 m Address Book The Look Up line lets you enter the first letters of a name to scroll immediately to that name m Expense Lookup displ
72. area P 8 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 m Record dates types of expenses amount spent payment method and other details associated with any money that you spend m Assign expense items to categories so that you can organize and view them in logical groups m Keep track of vendors companies and people involved with each particular expense m Log miles traveled for a particular date or expense category m Sort your expenses by date or expense type m 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 V organizer package To open Expense 1 Tap the Applications icon fa 2 Tap the Expense icon S Page 54 Survey of Basic Applications 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
73. ate the numeric keyboard Chapter 1 Page 15 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 Tap the arrow to display a list of choices and then tap an item in the list to select it Scroll bar Drag the slider or tap the top or bottom arrow to scroll the display one line 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 Tap the up and down arrows to display the previous previous and next page of information tap the left and right arrows 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 D Launcher eee of a E Date Memo Book OLO O rau Address To Do Book List Tip When you press an application button on the front panel you have instant access to the selected application You do
74. ates the time bars that appear in the Day View The time bars show the duration of an event and illustrate event conflicts m 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 Chapter 4 Page 85 Preferences Start Time End Time O Alarm Preset Alarm Sound w Alert Remind Me w 3 Times Play Every w 10 minutes m Start End Time Define 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 m 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 m Play Every Defines how often the alarm sounds The choices are Minute 5 minutes 10 minutes and 30 minutes About Date Shows version information for Date Book Book
75. ave two or more events with the same start time choose the Day View for the particular day to see the overlapping events Page 186 Frequently Asked Questions HotSync problems Problem I cannot doa HotSync operation what should I check to make sure Iam doing it correctly I did a HotSync operation but one of my applications did not synchronize Iam using Outlook as my PIM but I cannot do a HotSync operation I cannot launch the HotSync Manager Solution Check the Windows tray to make sure the HotSync Manager is running If it is not open Palm Desktop software Click the HotSync Manager choose Setup and click the Local tab Check the Serial Port setting displays the correct COM port where your cradle is attached Make sure the cradle is connected securely Click the HotSync Manager and choose Custom Check the correct conduit is active Click the HotSync Manager and choose Custom Check the correct conduit is active Check the correct conduit is installed Reinstall the HotSync Manager and make sure the correct conduit is selected 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 Reinstall the Palm Desktop software Appendix B Page 187 I tried to do a local HotSync operation but it did not complete successfully Try each of these in turn Make sure HotSync Man
76. ayout 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 Turpi De Edd yee Hep sj j x E aiHTH 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 Note 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 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 Page 196 Creating a Custom Expense Report change Snack to Munchies and then all items entered on your organizer as Snack map to the cell s labeled Munchies 4 From the File menu choose Save As 5 Click the Save as type drop down list and choose Template xlt
77. ays the names in your Address Book that have data in the Company field You can add these names to a list of attendees associated with an Expense record Looking up Address Book records When working with Address Book the scroll button on the front panel of the organizer makes it easy to navigate among your address entries m Inthe 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 m Inthe 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 Chapter 4 Page 65 2 Enter the first letter of the name you want to find Address List Abrams Liz Adams Ben Beckman Rachel Bertolli Marcus Bruce Jeremy Butler Richard Cain Cath Carpenter Joan Carter Melanie Chu Byron Conner Sandy 650 454 6121 408 772 1900 510 532 0746 213 422 1363 408 459 1279 516 626 1424 650 235 6222 212 395 6277 213 343 9801 301 933 6833 Look Up line Look Up na RELER 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
78. ber 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 M appears to the far right of the event Considerations for repeating or continuous events Keep the following points in mind m Ifyou 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 m 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 m 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 m Ifyou 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 m Ifyou apply a change to a si
79. bers using writing the Graffiti alphabet See Chapter 2 to learn how to area write Graffiti characters Application Activate the individual Palm V organizer buttons 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 Palm V organizer Tip If your Palm V organizer is turned off pressing any application button activates the Palm V organizer and opens the corresponding application Chapter 1 Page 5 Scroll Displays text and other information that extends button beyond the area of the Palm V organizer screen Pressing the lower half of the scroll button scrolls down to view information below the viewing area and pressing the upper half of the button scrolls up to view the information above the viewing area Contrast Turns on the onscreen contrast control so you can control adjust the screen for the clearest screen display as button required by the lighting conditions or temperature of the environment where you use your organizer See Using the onscreen contrast control later in this chapter for more information Power Turns your Palm V organizer on or off and controls button the backlight feature If your Palm V organizer is turned off pressing the power button turns the unit on and returns you to the last screen you viewed If your Palm V orga
80. call waiting line Note Each telephone company assigns a code to disable Call Waiting Contact your local telephone company for the code that is appropriate for you 3 Tap OK Chapter 7 Page 165 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 Phone Setup Li 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 at the beginning of your calling card number to compensate for the cue delay 3 Tap OK Page 166 Setting Preferences for Your Organizer Connecting to your service After you set your Modem 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 s
81. 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 antimed 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 Jul 24 02 KIBOG Geo Jul 24 02 KIBOG Geo Tap atime line gt Time bar shows duration Enter event Page 74 Survey of Basic Applications 2 Enter a description of the event You can enter up to 255 characters 3 Ifthe event is one hour long skip to step 7 If the event is longer or shorter than an hour tap the time of the event to open the Set Time dialog box Set Time Tip You can also open th
82. d independent from filtering To truncate e mail items 1 Tap Truncate in the HotSync Options dialog box HotSync Options Li Tap to Truncate Options Li select r i maximum gu Send only length 250 characters All messages will be syn 500 characters chronized between the 1000 characters handheld and the remote 2000 characters email system 4000 characters 6000 characters 8000 characters Settings for w Local HotSync Truncate message after Tap Truncate 2 Tap to select the truncation setting you want The values range from 250 characters to 8 000 characters Tip If you select a low truncation value you will have more room on your organizer to store e mail items 3 Tap OK Chapter 5 Page 135 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 ETT Options i New N Purge Deleted E CZT Edit Options Message List Save Draft Ww Purge Deleted E MEZ Edit Options New N File PA Purge Deleted E New Message View Message Options menus The Options menu varies depending on whether you are creating or editing an e mail item Options Font F P
83. 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 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 Change Repeat i Event Details i ERE Day Week Month Year Time f hi Tap one of the above Date buttons to seta repeat Alarm i Tap the interval Repeat Repeat 4 Tap Day Week Month or Year to set how often event repeats For a continuous event tap Day Chapter 4 Page 79 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 num
84. dts Date and Time Stamp lu Lunch me Meeting ts Time Stamp ShortCut Text 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 aShortCut 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 Page 176 Setting Preferences for Your Organizer ShortCut f 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 Page 177 Page 178 Setting Preferences for Your Organizer 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 tro
85. e LA 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 LA place only one x in the Column section columns 6 9 Appendix C Page 201 10 Define the dimensions of the Section The dimensions of the Section appear in the green columns 10 13 of Represents the total number of rows in the Section Rows 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 Represents the total number of columns in the Columns 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 Is the number of the first row of the Section that will Row be filled with your organizer data Start Is the number of the first column of the Section that Column 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 Intervals Between Date Dates Start day Day 1 o In the Date cell enter the row or column number where all the date information will be placed In the Dates cell enter the number of blank columns or rows separating the date fields If there are no blank columns or rows between date entries leav
86. e 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 Record Delete Item Attach Note Delete Note Purge Beam Item Beam Categor Options menu Record Edit etre Font F Phone Lookup L About To Do List About To Do List Shows version information for To Do List Page 96 Survey of Basic Applications 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 o on the front of your organizer to display the Memo List 2 Tap New heed Cl 1 11 22 Meeting Minutes 2 Directions to Moscone Center 3 Plans for conference 4 Priorities on new project 5 To discuss with Jose Ribera 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 Chapter 4 Page 97 To review
87. e 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 Tap the time columns on the right side of the Set Time dialog to set the Start Time Start Time Tap to scroll to highlighted earlier hours Set Time Start Time Tap to change hours Tap to change minutes Tap to scroll to later hours 5 Tap the End Time box and then tap the time columns to set the End Time 6 Tap OK 7 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 Chapter 4 Page 75 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 Next week were Jul 24 02 KIBDG GEE 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 Go to Date 4 2002 gt on Feb Mar Apr mayun aP t select a IMM fuo Sep Oct Nov Dec MON TW
88. e e mail you deleted since the last HotSync operation Filed Contains the e mail you want to store on the organizer Draft 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 Page 128 Communicating Using Your Organizer 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 ben_adams netc Package sent Show Options Li Sortby w Date X Show Date Ta Lae 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 Chapter 5 Page 129 HotSync options HotSync opti
89. e this number set to zero In the Start Day 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 In the Day 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 Page 202 Creating a Custom Expense Report 12 Define whether the Section is in list format This setting appears in the light purple columns 18 19 Listing Format Expense Type 8 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 the same row or column number can be used more than once An example of this would be meals that
90. eate a user profile 1 Open Palm Desktop software 2 From the Tools menu choose Users 3 Click Profiles 4 Click New Page 150 Advanced HotSync Operations 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 To use a profile for the first time HotSync operation 1 Place the new organizer in the cradle 2 Press the HotSync button on the cradle 3 Click Profiles Chapter 6 Page 151 4 Select the profile that you want to load on the organizer and click OK D pe 4 eed ee i d Ce is Taa Seliger ceo ae pie are ie ee eT I Cee ek eater cece C amp J 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 Page 152 Advanced HotSync Operations Chapter 7 Setting Preferences for Your Organizer The Preferences screens enable you to customize the configuration options on your Palm V organizer In the Preferences screens you can do the following General Set the current 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 Set the country default and the formats for dates times calenda
91. ed 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 Page 108 Survey of Basic Applications a Bampla 2h iols Date oe B nz Len ook mires eee rete a aE in ar aa cs ar m ry co De a mi Fr T m il as at a L Saar Bai ha Wate eee ai 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 Chapter 4 Page 109 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 ene Chester Erm ii Enter name and other information pet te Tempe eed op Goce bere Pe he bri Lore Cum OMT h Tm hte Tec The a beatin i Bejba aa ied a CTY Carey Thy 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
92. el ais vw 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 Address Entry Details Show in List w Work Category w Unfiled Private O 4 Select any of the following settings Show in List Select which type of phone or other information appears in the Address List screen Your options are Work Home Fax Other and E mail Category Assign the entry to a category Private 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 Chapter 4 Page 89 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 CEZIJ Edit Options Beam Category Beam Business Card Address List Options menus Record Edit eats Font s F Preferences R Rename Custom Fields Delete Address Attach Note A Delete Note oO Beam Address Select Business Card Beam Business Card Address View Options MEN Font F Rename Cus
93. en tap Preferences 3 Tap the Signature text field and enter the text of your signature Preferences Li amp Confirm deleted message Signature text Add signature text here 4 Tap OK Chapter 5 Page 123 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 app
94. 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 Appendix C Page 203 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 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 o
95. 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 Page 120 Communicating Using Your Organizer To Lookup Adams Ben ben_adams netcom com Butler Richard buttons pipeline corm Carter Melanie mearter aol com Tap to select Chu Byron chuman aol com Technical Support support palm com Tap here to Suter 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 Flags an e mail item as High Normal or Low priority BCC Creates a blind carbon copy field in the New Message screen Signature Attaches previously defined text as the closing of an e mail item See Adding a signature to your e mail item later in this chapter Confirm Requests a confirmation telling you when the Read e mail item was read Confirm Requests a confirmation telling you when the Delivery e mail item was delivered Note The Priority and BCC settings are valid only for the current e mail item and must be set for each item you create Chapter 5 P
96. er ID w Send CR w Wait For Password Send Password T End 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 Wait For Tells your organizer to wait for specific characters from the TCP IP server before executing the next command Send Transmits specific characters to the TCP IP server to which you are connecting Send CR Transmits a carriage return or LF character to the TCP IP server to which you are connecting Chapter 7 Page 171 Send User ID Send Password Delay Get IP Prompt End Transmits the User ID information entered in the User ID field of the Network Preferences screen 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 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 c
97. ew entry Incoming records are placed in the Unfiled category Tips on beaming information m You can press the Address Book application button for about two seconds to beam your business card m You can set the full screen pen stroke to beam the current entry See Pen preferences in Chapter 7 for more information m You can use the Graffiti Command stroke B to beam the current entry Page 138 Communicating Using Your Organizer Chapter 6 Advanced HotSync Operations HotSync technology enables you to synchronize data between one or more Palm Computing connected organizers and Palm Desktop software or another PIM such as Microsoft Outlook To synchronize data you must connect your Palm V organizer and Palm Desktop software either directly by placing your organizer in the cradle or indirectly with a Palm V Modem or network This chapter describes selecting HotSync options and performing a HotSync operation via a modem or 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 and you can adjust the local and modem HotSync settings To set the HotSync options 1 Click the HotSync Manager icon in the Windows system tray 2 Choose Setup aren Lite taki Hesa Hoia beraga E pi b pha e TMap Y T fria
98. extended or punctuation modes See Using Graffiti writing to enter data in Chapter 2 Appendix B Page 185 Application problems Problem I tapped the Today button but it does not show the correct date I know I entered some records but they do not appear in the application Iam having problems listing memos the way I want to see them I created an event in Date Book but it doesn t appear in the Week View Solution 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 Check the Categories pick list upper right corner of the screen Choose All to display all of the records for the application Check Security and make sure that the Private Records setting is set to Show private records If you cannot manually arrange the order of the memos in the List screen check the Memo Preferences setting Make sure that Sort by is set to Manual If you choose to view your memos alphabetically on Palm Desktop software and then perform a HotSync operation the memos on your organizer still appear in the order defined in the Memo Preferences setting In other words the sort settings that you use with Palm Desktop software are not transferred to your organizer In the Week View you cannot select overlapping events that have the same start time If you h
99. f 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 Make sure your modem resets before you try again Turn off your modem wait a minute then turn it back on Page 190 Frequently Asked Questions Beaming problems Problem Solution Icannotbeamdatato m another Palm Computing connected organizer When someone E beams data to my organizer I get a message telling me it is out of memory Confirm that your organizer and the other Palm V organizer are between ten centimeters approximately 4 and one meter approximately 39 apart and that the path between the two devices is clear of obstacles Beaming distance to other Palm Computing connected organizers may be different Move your organizer closer to the receiving device 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 Recharging problems Problem Solution When I place my E Palm V organizer in the cradle the cradle g light does not go on 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
100. f you do not have access to a CD ROM drive for your computer you may download the Palm Desktop software soft ware from http www palm com Alternatively you can order 3 5 diskettes by com pleting and mailing the diskette order card supplied in the Palm V organizer product package or call to order the diskettes See the Worldwide Customer Support card for the appropriate phone number P N 405 0345 01A A N 423 0223 01 Page ii Handbook for the Palm V Organizer Contents About This Book 3 2 3 cc accn hci cad bathed aii ae 1 Chapter 1 Introduction to Your Palm V Organizer Getting to know your Palm V organiZe ccccce ccc eeeeeees 3 What is a Palm V organizer cccccc cece cccenesee cscs eseeeeceeseeneees 3 System requirements essisol rossis oyisi aslon eeeaaessestaelesaare 4 Information for upgraders eee eee ee ceeseseeee ee neseeeeeeeneeeees 4 Palin V compon ntsses ieii e seit eres ER ER Ne 5 Recharging the battery ss ssesssesessessessesrississessesrensinsrennesresnesneen 10 Palm Desktop organizer software ssessssssssrsesrierissesserreeressessns 11 Using your organizer with another PIM ssssssissesiesrsresserseee 13 Tapping and typing nenir seiee i a et ER 14 Tap with the stylus to get things done 0 eee cesses 14 Elements of the organizer interface ss ssssssressissessesreeressesens 15 Opening applications 0 0 0 eee cece ee ceeeeeee nets neneeeeeee renee 1
101. ff 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 m Tap the Beam Receive pick list and select On or Off Chapter 7 Page 159 Modem preferences The Modem Preferences screen enables you to define the settings for a modem that is directly connected to your organizer These settings are for applications that activate and use the modem Note You can purchase a Palm V Modem for using with your organizer See http www palm com To define the modem preferences 1 Tap TouchTone or Rotary Preferences w Modem Modem w Palm Y Modem Speed w 57 600 bps Speaker w Low Flow Cti w Automatic Country w United States String ATZFX4 TouchTone Note Select the Rotary setting only if you are certain that your telephone service does not support TouchTone dialing 2 Tap the Speed pick list and select the maximum speed for your modem 3 Tap the Speaker pick list and select the
102. g To Do List item details The To Do Item Details dialog box enables you to change settings for individual items Chapter 4 Page 93 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 To Do Item Details Priority IJ 2 3 4 5 Category w Unfiled Due Date w No Date Private O 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 Inthe Details dialog box tap No Date to open the Due Date pick list To Do Item Details Priority HJ 2 2 4 5 Category w Unfiled Due Date w No Date Tap here Private O 2 Tap the date that you want to assign the item Today Assigns the current date Tomorrow Assigns tomorrow s date One week later Assigns the date exactly one week from the current date No Date Removes the due date from the item Choose 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 Page 94 Survey of Basic Applications To Do Show Options The Show Options dialog box enables you to control the appearance of To Do List To change the Show Options
103. ganizer remove them to recover memory See Removing applications in Chapter 3 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 Check the System Sound setting See General preferences in Chapter 7 Perform a soft reset See Resetting your organizer in Appendix A m Change the contrast settings m Check the battery power If necessary recharge the unit Page 184 Frequently Asked Questions Tapping and writing problems Problem When I tap the buttons or screen icons my organizer activates the wrong feature When I tap the Menu icon nothing happens I can t get my organizer to recognize my handwriting Solution Calibrate the screen See Digitizer preferences in Chapter 7 Notall applications or screens have menus Try changing to a different application m For your organizer to recognize handwriting input with the stylus you need to use the Graffiti writing See Using Graffiti writing to enter data in Chapter 2 m Make the Graffiti character strokes in the Graffiti writing area not on the display part of the screen m Write Graffiti strokes for letters in the left hand side and the strokes for numbers in the right hand side of the Graffiti writing area m Make sure that Graffiti is not shifted into
104. gle 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 lt cr gt Sends or receives a carriage return lt lf gt Sends or receives a line feed For example the string waitfor Joe lt cr gt lt lf gt 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 Page 207 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 A Includes a caret as part of the string lt Includes a lt as part of the string Includes a backslash as part of the string Page 208 Non ASCII Characters for Login Scripts Warranty and Other Product Information Limited warranty HARDWARE Palm Computing Inc a subsidiary of 3Com Corporation collectively 3Com warrants to the original end user Customer that this product will be free from defects in workmanship and materials under normal use for one year from the date of original purchase from 3Com or its authorized reseller
105. h the categories in which you have items Page 52 Survey of Basic Applications 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 m Take notes or write any kind of message on your connected organizer m Drag and drop memos into popular computer applications like Microsoft Word when you synchronize using Palm Desktop software and HotSync technology m Assign memos to categories so that you can organize and view them in logical groups m Write down phone numbers and other types of information Later you can copy and paste this information to other applications To open Memo Pad m 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 5 2 Q ARE 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 m Perform basic calculations m Store and retrieve values Chapter 4 Page 53 m Display the last series of calculations which is useful for confirming a series of chain calculations To open Calculator m Tap the Calculator icon next to the Graffiti writing
106. he 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 m 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 m 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 RETTE Enter password here Preferences Password Enter a password Password Tap here If you do not assign a password you will be asked for one when you connect Phone 3 Tap OK Note The Password field updates to display the word Assigned Chapter 7 Page 163 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 amp T and Sprint long distance services However becau
107. he Set As Default check box To change your Mail setup options 1 Click the HotSync icon in the Windows system tray 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 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 ol 2 Tap the Mail icon D Viewing e mail items The Message List lists the items of your incoming e mail 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 5 Msgs 3 Unread w Inbox mary aol com Dinner Plans david palm com Meeting notes Gayle Stoltz Little brother connie wilsont Press Release j michael 3cor IR Beaming Previously read Page 116 Communicating Using Your Organizer To open an e mail item m Tapan e mail item to open it Header mode icons igs Message 1ofS Recipient To johndoe aol com N From mary aol com Subject Subj Dinner Plans Date 1 28 02 2 30 prm Sender Time and date sent John We are
108. hs aer Ea isa i naala iaria 36 Chapter 3 Managing Your Applications Selecting applications apta ipaa eii aaia 39 Contents Page iii Switching between applications c ccc cesses sesesseeneeaeeees 39 Using the Applications Launche ccccccc ince teseeeneneneeenes 39 Categorizing applications ccc eee ce eeeee cee eneeneees 39 Changing the Applications Launcher display ccce 40 Choosing Preferences cvciccavescssssiniesseee shies obeevbas dustebeee sh ti 41 Installing and removing applications 0 cece cere 42 Installing add on applications ccc cece censneeeeeneieees 42 Installing gamie Seyiston EE e AE aesisver dvnssdueveres 44 Removing applications e sssssesssesesssesssssestertisressesseessessenresressessns 45 Removing Palm Desktop software cece 45 Securityn o on tesa a a eee ccosece E echoed 46 Assigning a password occ cece cscs cece eeeseecscseenseececsesnaeseees 46 Changing or deleting a password cccccesseseseseseseseseseenesees 47 Locking your organizer c cc cece cece eeeecscseeeseececsesneeneees 47 Recovering from a forgotten password ccccc eects 48 Chapter 4 Survey of Basic Applications Overview of basic applications ccc esse cece cseeneeneeees 50 DIATE BOOK 2 cient a a es eb eee eee ass aed 50 A AdLESS BOOK amira nna e tc EE a aede ATEREA CaS 51 To Do Listorna eera e aeree aaar etae A aE a Wienke ets 52 MeO a cuts toca then db Cee Abe 53 Calculator d
109. ield Notes screens see Creating e mail items earlier in this chapter HotSync Options Li Enter Settings for w Local HotSync filter data __ j An Send only PULJA Retrieve All High Priority v ignora Messages Containing Tap here SUBI ee een citar E 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 Page 134 Communicating Using Your Organizer 2 Tap the Retrieve All High Priority check box to select it HotSync Options Li Settings for w Local HotSync Tap All Send only MAKA check Retrieve All High Priority box w Ignore Messages Containing 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 an
110. 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 m 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 CE Canadian RFI Statement This Class B digital apparatus meets all requirements of the Canadian Interference Causing Equipment Regulations Cet appareil num rique de la classe B respec
111. in currency list Type w Lunch gt Payment w Unfiled Currency 1 w United States Currency 2 w United Kingdom Currency BJ Vendor Currency 3 w Germany Tap Edit Currency 4 w None currencies Currency 5 w None dit currencies OK Cancel Delete Note 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 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 Custom Currencies Create your own custom currencies by tapping on the country name below Tap a Country box 4 Enter the name of the country and the symbol that you want to appear in Expense Currency Properties Country Symbol Chapter 4 Page 105 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 Show Options Show Options define the sor
112. 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 m Accuracy improves when you write large characters You should draw strokes that nearly fill the Graffiti writing area m 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 m Write at natural speed Writing too slowly can generate recognition errors m Do not write ona slant Vertical strokes should be parallel to the sides of the Graffiti writing area m Press firmly Chapter 2 Page 27 The Graffiti alphabet 2E art BB OO C p Pp gt ipp 7 oO ade de ERR eer S E a 7 i h i U v J W 8 X gt i L yY A A ae 7 ee eee Page 28 Entering Data in Your Palm V Organizer 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
113. ions then tap Modem Sync Prefs Chapter 6 Page 149 5 Tap Network 6 Tap OK Note For more information on the Network HotSync feature see the web site http www palm com See Network preferences and TCP IP software in Chapter 7 for information on configuring Network HotSync preferences Using File Link The File Link feature enables you to synchronize Address Book and Memo Pad information on your organizer with a separate external file such as a company phone list HotSync Manager stores the data ina 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 synchronize with data stored in any of the following formats m Comma separated csv m Memo Pad archive mpa m Address Book archive aba m Text txt For information on how to set up a file link see the Palm Desktop online Help Creating a user profile If you use the File Link feature to configure several Palm Computing connected organizers 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 cr
114. ions with the HotSync button on the cradle and the HotSync button on the optional Palm V 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 HotSync Buttons Customize the HotSync Button on the cradle or optional Palm modem Tap arrow to show pick list G w HotSync Modem 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 Palm V Modem perform their normal 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 Country default The country default sets date time week start day and number Page 156 Setting Preferences for Your Organizer conventions based on geographic regions where you might use your organizer For example in the United Kingdom time often is expressed using a 24 ho
115. is chapter Opens a pick list of expense types Lets you choose the payment method used to pay the Expense item If the item is prepaid such as airline tickets supplied by your company you can choose Prepaid to place your expense in the appropriate company paid cell of your printed expense report spreadsheet See Transferring your data to Microsoft Excel later in this chapter for more information Enables you to choose the type of currency used to pay the Expense item The default currency unit is defined in the Preferences dialog see See Options menu later in this chapter 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 Lets you record the name of the vendor 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 See Looking up names to add to expense records earlier in this chapter 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 Page 104 Survey of Basic Applications Receipt Details Select Currencies Category v Unfiled Select the currencies that display
116. ith your organizer To reschedule an event Tap the event you want to reschedule Tap Details 1 2 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 a 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 Event Details Li Time i Date Enter number of Alarm 5 Minutes time units here nepert il Tap here to Private 0O select unit of time 6 Tap OK Page 78 Survey of Basic Applications 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
117. izer application buttons 5 displaying owner s name 175 power button 6 problems with 184 Index Page 225 Cc ndoing actions 56 ninstalling Desktop software 45 nresponsive organizer 184 nsent e mail editing 124 ntimed events 74 77 79 pdating data See HotSync pgrading Desktop software 4 ser name for ISP 162 identifying organizer 175 ser profiles 150 Gee Ge eee G V Vendor for Expense item 104 W Web sites 13 Week Date Book view 81 82 157 186 Writing area 5 Writing See Entering data X XLT Expense report template in Excel 108 Page 226 Index
118. k ce Bil a eee eet ese OU ee be 53 EXPENSE o rirse Sensis uss ERO EEEN NE E EEEE 54 Gommonctasks 3 8 oticies eis a ae a a EAA 55 Creating tecords on a eiar E a Ea a ects 55 Editing recotds reseo a E E R E E eeuers 55 Deleting record Sim oneee aaia a n ea Eie EEE 57 Pufgine TECOLASE oc iinnat E Ea E E Eea 58 Exchanging and updating data HotSync operations 58 Categorizing T6COTdS 1 riene e a aoiatoeevel 61 Finding record Sosson e asses cub tevctestts eased 65 Sorting lists Of recordS ii asratka slaa erii 69 Making records private ss sssssesisssesesssesissiessessesierresresnesresressens 70 Attaching Notes arera a e E E E E E 72 Choosing Tonts esnia r e e A R R 73 Application specific tasks esssssssessssssssissessessirsinsesstsntesiesessesseesens 74 Date BOOK EEEE E E tonite E Cee oR 74 Address Book 2 2 68 hehe Gta ee a ade 87 TO DOTS tS ES ANEN T E E AA EA 92 Memo Padhomctataiennr i e e a e e e 97 Calculators n aene AA E E RO 100 EXPENSE r r EGEA ETI 102 Page iv Handbook for the Palm V Organizer Chapter 5 Communicating Using Your Organizer Managing desktop E Mail away from your desk 113 Setting up Mail on the desktop eee cesseeeeeeeneeeieees 114 Synchronizing Mail with your E Mail application 0 116 Opening the Mail application on your organizer 116 Viewing e mail items cece es enenesenes crete ceeenenene nents 116 Creating e mail itemise e iede 117
119. l 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 Chapter 7 Page 161 To select a service 1 Tap the Service pick list Preferences w Network 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 Preferences w Network Enter your user User Name name here Password Phone Note Most dial in servers do not accept spaces in the user name Page 162 Setting Preferences for Your Organizer Entering a password T
120. lication To send e mail m 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 Page 124 Communicating Using Your Organizer To retrieve an e mail item 1 In the Message List tap Outbox from the pick list in the upper right corner CII S Msas 3 Unread Inbox mary aol com Dinner Plans david palm com Meeting notes Gayle Stoltz Little brother connie wilsont Press Release michael 3cor IR Beaming Tap here to display folder 2 Tap the e mail item you want to retrieve w Outbox Tap here Message 1 of 1 B ben_adams netc Package sent to select Subs Package sent I mailed the materials you requested this morning o gt Please contact me if you don t receive them by the end of the week Tap to edit at aa 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
121. m and keep a copy in the Inbox Page 126 Communicating Using Your Organizer 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 Ifyou 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 li
122. m or its authorized reseller 3Com warrants the media containing software against failure during the warranty period No updates are provided 3Com does not provide any warranty for Adobe Acrobat Reader or any other third party applications software that is licensed to Customer by the third party 3Com s sole obli gation with respect to this express warranty shall be at 3Com s discretion to refund the purchase price paid by Customer for any defective software product or to replace any defective media with software which substantially conforms to applicable 3Com pub lished specifications 3Com makes no warranty or representation that its software products will meet Customer s requirements or will work in combination with any hardware or applications software products provided by third parties that the opera tion of the software products will be uninterrupted or error free or that all defects in the software products will be corrected Page 209 YEAR 2000 WARRANTY In addition to the Hardware Warranty and Software War ranty stated above 3Com warrants that the following date data sensitive Palm Com puting products namely the Pilot 1000 Pilot 5000 PalmPilot Personal Edition PalmPilot Professional Edition and Palm III connected organizers as well as all other 3Com products based on the Palm Computing platform software as of July 1 1998 and later including the companion desktop software for Microsoft Windows and MAC OS
123. meeting at Dan and Leslie s place around 8 00 PM Don t forget to bring the birthday present for Dan See you there E mail body o To close an e mail item m 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 Chapter 5 Page 117 To create an e mail item 1 Tap New 0 Messages w Inbox New Message cc p gt Subj Body 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
124. 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 EEZ Edit Options Delete Item D Purge fE Page 110 Survey of Basic Applications Options menu my Preferences R Custom Currencies About Expense Preferences Preferences Li Use automatic fill when entering data Default Currency w m 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 m Default currency Sets the default currency symbol for Expense About Expense Shows version information for Expense Chapter 4 Page 111 Page 112 Survey of Basic Applications Chapter 5 Communicating Using Your Organizer The previous chapter described the features of your Palm V organizer that help you stay organized This chapter describes the features that help you stay connected m 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 m IR beaming The infrared po
125. mmercial Computer Software as defined in DFARS 252 227 7014 June 1995 or as a commercial item as defined in FAR 2 101 a and as such is provided with only such rights as are pro vided in this License Agreement which is 3Com s standard commercial license for the Software Technical data is provided with limited rights only as provided in DFAR 252 227 7015 Nov 1995 or FAR 52 227 14 June 1987 whichever is applicable TERM AND TERMINATION This License Agreement is effective until terminated You may terminate it at any time by destroying the Software and documentation to gether with all copies and merged portions in any form It will also terminate immedi ately if you fail to comply with any term or condition of this License Agreement Upon such termination you agree to destroy the Software and documentation together with all copies and merged portions in any form GOVERNING LAW This License Agreement shall be governed by the laws of the State of California as such laws are applied to agreements entered into and to be per formed entirely within California between California residents and by the laws of the United States You agree that the United Nations Convention on Contracts for the In ternational Sale of Goods 1980 is hereby excluded in its entirety from application to this License Agreement LIMITED WARRANTY LIMITATION OF LIABILITY All warranties and limita tions of liability applicable to the Software are as stated on the Limi
126. mportant 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 Page 60 Survey of Basic Applications Traa Sperm ii Luar drta haa a w E 6 Wait for a message on your computer indicating that the process is complete After the HotSync process is complete you can remove your organizer from the cradle To conduct a local HotSync operation 1 Insert the organizer in the cradle 2 If the HotSync Manager is not running start it On the Windows desktop click Start and then choose Programs Navigate to the Palm Desktop software program group and choose HotSync Manager 3 Press the HotSync button on the cradle to start the HotSync process 4 Wait fora message on your computer indicating that the process is complete 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 You can define up to 15 categories for each application
127. ms in your organizer Outbox are sent to your desktop E Mail application from there they are sent to their destinations Page 130 Communicating Using Your Organizer Filter During synchronization all e mail items in your 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 Note 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
128. n 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 Page 16 Introduction to Your Palm V Organizer To open an application 1 Tap the Applications icon for Ey w All Address Cale Date Book Expense Graffiti HotSync o Mail Memo Pad Prefs Security ToDoList 2 Tap the icon of the application that you want to open If you have many applications installed on your Palm V 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 To open the menu bar 1 Open an application such as Memo Pad 2 Tap the Menu icon Chapter 1 Page 17 w Unfiled I Record New Memo oN Delete Memo D
129. nd 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 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 Paste Inserts the text that you cut or copied at the selected point in a record The text you paste replaces any selected text If you did not previously cut or copy text Paste does nothing 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 Page 56 Survey of Basic Applications 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 y
130. ned you need to get that information from your System Administrator If you are not sure select Automatic To identify dynamic IP addressing m Tap the IP Address check box to select it Details Connection type w PPP Idle timeout w Power Off Query DNS R IP Address M Automatic 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 Page 170 Setting Preferences for Your Organizer Creating a login script A login script is a series of commands similar to an autoexec bat file that automates logging into your ISP You can create login script files by selecting commands from the Command pick list in the Login Script dialog Some commands from the Command pick list such as Send require you to supply additional information Those commands have a parameter field so that you can add the necessary data Note You can also use non ASCII and literal characters in your login script See Appendix D for more information To create a login script 1 Tap Script 2 Tap the End pick list Login Script Li w Send CR w Wait For Host Name w Send cS w Wait For Use w Send Us
131. ngle occurrence of a repeating event e g time that occurrence no longer shows the Repeat icon Changing the Date Book view In addition to displaying the time list for a specific day you can also display a whole week or month You can also display the current time To cycle through Day Week and Month views m Press the Date Book application button repeatedly to display the next view Page 80 Survey of Basic Applications To display the current time m Tap the date in the date bar to display the current time After a few seconds the date reappears Current time displays 5 03 pm MEG GEC 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 2 Tap the navigation controls to move forward or backward a week at a time or 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 Next week week i FS pct 22 23 24 25 26 27 Tap for that day Dot indicates untimed event Bar indicates later event Chapter 4 Page 81 3 Tap an event to show a description of the event Tue 7 23 02 1 00 prn 2 00 pr Event details Working lunch with Anne Tap to
132. niiir ari 163 Adding telephone settings ss sssssssssssisssiseesiesiesresensresteseesness 164 Connecting to YOUL SETV Ce s sseseessssesisteristeristesireeriseesisessesee 167 Creating additional service templates ccccceseeeeeeeeeeee 167 Adding detailed information to a service template 168 Creating a login SCTIPt eee cesses ee cesesesseeteteeeeseseseneneee 171 Deleting a service template cccccccceseseseseseeeeseecseseeneees 172 Network preferences Menu commands ccceccceeeeteteteeseees 173 TCP IP troubleshooting ririri aiae iieri ii 173 Owner preferences ss ssississssistierissesststiesissisnsriesisrtesrienesneeneerens 175 Sh rtC tsipreferentEsisnse mne eerie a ei 176 Creating a ShortGUt srei ana ee e e a A 176 Editing a ShortCut sispan ani r r aa 177 Deleting a ShortCut isun aeei aa e RS 177 Appendix A Maintaining Your Organizer Caring for your rgaNiZ tssiotra sronto aiaiai iiin 179 Battery considerations s ssesssssessissessesrssriesissesseriesessesseereeseeess 180 Resetting your organizet eenen e i E E A ER 181 Performing a SOft resets noni nirien a 181 Performing a hard res tisseiitensiose asian oeri 182 Appendix B Frequently Asked Questions Software installation problems sssssssssssessesssssisissesssessrssesneesens 183 Operating problemis snassrssiigseniien inina e 184 Tapping and writing problemS ss sssssessssssssissesssssssissessesseesens
133. nizer is turned on pressing the power button turns the unit off Holding the power button down for about two seconds turns the backlight on or off Using the onscreen contrast control Even with the backlight on you may need to make further adjustments by changing the amount of contrast on the screen To adjust the contrast 1 Press the Contrast control button 2 To change the contrast in small increments tap to the left or right of the slider To change the contrast in larger increments drag the slider to the left or right Tip You can also press the scroll button to move the slider incrementally 3 Tap Done Page 6 Introduction to Your Palm V Organizer Using the backlight If you have difficulty seeing the information on your Palm V organizer you can use the backlight to illuminate your screen To activate the backlight m Press the power button and hold it down for about two seconds Release the button when the backlight turns on To turn off the backlight m Press and hold the power button for about two seconds The backlight also turns off automatically after a period of inactivity with the Auto off feature In addition you can assign the full screen pen stroke to activate the backlight See General preferences in Chapter 7 for more information Chapter 1 Page 7 Locating back panel components Side channel forstylus or cover Side channels IR port Reset button
134. nizer you will no longer have trouble getting to meetings and appointments on time or remembering the names and personal details of the people you connect with It will be easy for you to remember all the items on your to do list The Palm V organizer can help you improve your track record in all these areas both at work and at home You can enter all your schedule details in Date Book so you can view them by the day week or month you can even set an alarm to remind you of important meetings 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 Palm V 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 sychronize your e mail with your desktop E Mail application when you return to your office Chapter 1 Page 3 System requirements To install and operate Palm Desktop software your computer system must meet the following requirements Minimum
135. nnot wake up a modem that has an auto off feature m Make sure the modem is connected properly to a serial port on your computer and is connected to the incoming phone line m 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 m Confirm that the Speed setting in the Setup dialog box is appropriate for your modem m If you have problems using the As Fast As Possible option or a specific speed try using a slower speed m Make sure you selected Modem from the HotSync Manager menu m 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 Appendix B Page 189 I tried to do a modem HotSync operation but it did not complete successfully continued Make sure your modem resets before you try again Turn off your modem wait a minute then turn it back on Check the following on your organizer Confirm that your modem is turned on Make sure the dialing instruction dials the correct phone number 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 I
136. o 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 Page 92 Survey of Basic Applications To set the priority of a To Do List item 1 Tap the Priority number on the left side of the To Do List item t 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 remind you 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 m Tap the check box on the left side of the item To Do List Completed To Do List Changin
137. o 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 Tip The Windows system tray is usually in the lower right corner on your computer display The location may vary depending on the location of the taskbar and the version of Windows you are using Page 148 Advanced HotSync Operations 2 From the HotSync Manager menu choose Network a Mies hrai Jaig Cuise Biele rer Log Abia He ig 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 Gawai Loa biia Hariri Gace nee mehe ti baa Cerar PE is pareren a Hrt He po Kemiran 5 Click OK 6 Place 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 peform a HotSync operation over the network To prepare your organizer for a network HotSync operation 1 Tap the Applications icon eo 2 Tap the HotSync icon 3 Tap the Menu icon 4 Tap Opt
138. oduct Otherwise the Software and supporting documen tation may be copied only as essential for backup or archive purposes in support of your use of the Software as permitted hereunder You must reproduce and include all copy right notices and any other proprietary rights notices appearing on the Software on any copies that you make Notwithstanding any other provision of this License Agreement this License Agree ment shall not be deemed to apply to the Adobe Acrobat Reader software or any oth er applications software licensed to you by third parties that is included on the same media as 3Com s Software Other Software if the Other Software provides that the use of the Other Software is subject to the terms and conditions of the third party s li cense agreement NO ASSIGNMENT NO REVERSE ENGINEERING You may transfer the Software and this License Agreement to another party if the other party agrees in writing to ac cept the terms and conditions of this License Agreement If you transfer the Software you must at the same time either transfer all copies of the Software as well as the sup porting documentation to the same party or destroy any such materials not transferred Except as set forth above you may not transfer or assign the Software or your rights un der this License Agreement Modification reverse engineering reverse compiling or disassembly of the Software is expressly prohibited However if you are a European Community
139. omplete 5 Tap OK 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 Tap the service template you want to delete Tap the Menu icon D Tap OK 2 3 4 Tap Service and then tap Delete 5 Page 172 Setting Preferences for Your Organizer 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 show here for your reference See Using menus in Chapter 1 for more information about choosing menu commands Service menu E Edit Options Duplicate L Options menu 7 ViewLog V 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
140. ons 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 a 2 Tap the Menu icon D 3 Tap App and then tap Delete 4 Tap the application that you want to remove Delete Free Memory 1913K of 1952K Eo HardBall 19K MineHunt 10K 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 Youneed to install the HotSync Manager from the installation CD if you want to synchronize data with another PIM Chapter 3 Page 45 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 m Turn off and lock your organizer so that it does not operate until you enter the correct password m Hide records that you mark
141. ons 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 D 2 Tap Options and then tap HotSync Options 3 Tap the Settings for pick list and select Local HotSync or Remote HotSync HotSync Options Li HotSync Options Li Tap here Settings for w Local HotSync to display Settings for RRL syir HotSync N Send only gt Send only Filter Unread options All messages will be syn chronized between the chronized between the handheld and the remote handheld and the remote email system email system All messages will be syn 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 ite
142. 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 Page 14 Introduction to Your Palm V Organizer Elements of the organizer interface CER Edit Options Menu Pick list New Memo N bar Delete Memo D Bear Memo By Details Connection type w PPP Idle timeout w Power Off Query DNS W Check box Command IP Address M Automatic buttons Conduit Setup Select the conduits to run Icons during Modem HotSync Address There are three ways to Apps access the onscreen R calc keyboard 1 Tap the dots in the corners of the Graffiti writing area to activate the numbers or letters Date Book Expense HardBall HotSync keyboards 2 The Keyboard command _ Previous next arrows Menu bar A set of commands that are specific to the application Not all applications have a menu bar Command Tap a button to perform a command Command buttons 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 activ
143. or ISP 167 Continuous events deleting from Date Book 57 scheduling 79 Contrast control 6 Copying text 56 Country default setting 157 Cover for organizer 8 Cradle connecting to computer 9 for local HotSync operations 59 61 viewing data from 158 Creating Address Book entries 87 88 categories 39 40 63 64 currency symbols 105 custom fields in Address Book 91 Date Book events 74 e mail 117 119 Expense items 102 expense reports in Excel 107 110 memos 97 notes for records 72 records 55 To Do List items 92 Currency default 111 defining 105 for Expense items 104 Current date 24 186 Current time 16 displaying in Date Book 81 setting 23 Custom currencies and symbols 105 Custom expense reports 195 205 Custom fields in Address Book 91 Customizing See Preferences Cutting text 56 Cycling through views 50 51 52 53 Page 218 Index D Data entry See Entering data Date Book adding Address Book data to records 67 68 alarm 78 archive files dba 36 changing event time 78 changing event to untimed 77 conduit for synchronizing 142 conflicting events 82 continuous events 79 80 creating records 55 74 78 Day view 80 deleting records 57 display options 85 end time for Day view 86 fonts 73 menus 84 Month view 83 notes for records 72 opening 50 overview 50 private records 72 purging records 58 repeating events 57 79 80 scheduling events 74 78 selecting dates 76 start time for Day view 86 Sunday or Monday to start
144. ord If 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 Forgotten Password 2 Tap Yes Page 48 Managing Your Applications Chapter 4 Survey of Basic Applications These are the basic applications of your organizer 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 Page 49 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 de
145. organizer inserts the full name 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 m 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 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 you want to add names to 2 Tap Details Receipt Details Category w Unfiled Type w Lunch Payment w Unfiled Currency Vendor CO Cont Cae We g Page 68 Survey of Basic Applications 3 Tap Who Attendees Receipt Details Category w Unfiled Type w Lunch Payment w MasterCard Currency vw Vendor Rosie s Cafe City Attendees a I 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 Sorting lists of records You can sort lists of records
146. ot appears to show it is active The next stroke you make with the stylus creates a punctuation mark u ss shift Symbol Stroke Symbol Stroke Period Dash Comma P Left Paren C Apostrophe Right Paren D Question Slash va Exclamation Dollar 5 Page 30 Entering Data in Your Palm V Organizer Additional Graffiti punctuation b amp lt gt OlValAl gbelclsl le 21 4 IE tab poena ee ee JEISIELBININIZ TINIE Note When Punctuation Shift is active you can make a symbol stroke anywhere in the Graffiti writing area the letters or numbers side Writing symbols and extended characters All symbols and extended characters begin with the stroke in the Graffiti writing area of your organizer Symbol x Shift S 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 MIRICICINIAISIO xi ZCIT BIMISIO Chapter 2 Page 31 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 a Accen
147. ou re using for the organizer has Call Waiting select the Disable call waiting check box to avoid an interruption during the modem HotSync operation 7 If you want to use a calling card to place the call select the check box and enter the calling card number 8 Tap OK 9 Tap the Menu icon D 10 Tap Options and then tap Modem Setup 11 Enter the settings See Modem preferences in Chapter 7 for more information 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 To change the Conduit Setup for a modem HotSync operation 1 Tap the Applications icon e 2 Tap the HotSync icon 5 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 Page 146 Advanced HotSync Operations 6 do not want to synchronize during a modem HotSync operation The default setting is to synchronize all files Conduit Setup Li Select the conduits to run during Modem HotSync Address Apps Calc Date Book MExpense MHardBall MHotSync 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 Tap OK Performing
148. ou 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 m In the Details dialog box of the application tap Delete and then tap OK m Delete the text of the record Note In Date Book if you delete the text of a repeating event you delete all instances of that event Chapter 4 Page 57 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 the Date Book and To Do List items that you marked as completed 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 b
149. ox 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 Page 58 Survey of Basic Applications software appear in both places after a HotSync operation HotSync technology synchronizes only the needed portions of files thus reducing synchronization time You can synchronize your data by connecting your organizer directly to your computer with the cradle or indirectly with a Palm V Modem or network See Chapter 6 for information about performing HotSync operations via a modem or network Performing a HotSync operation for the first time The first time you synchronize yo
150. platforms will continue performing properly with regard to such date data on and after January 1 2000 provided that all other products used by Customer in connec tion or combination with the Palm Computing product including hardware software and firmware accurately exchange date data with the Palm Computing product 3Com makes no certification regarding the Year 2000 status of any other Palm Computing products Any Palm Computing platform application supplied by 3Com that makes correct use of Palm Computing platform date and time functions will not have a problem transition ing to the year 2000 The date and time utilities for the Palm Computing platform use 32 bits to store seconds starting at January 1 1904 This approach allows the correct representation of dates up to 6 28 15 A M on February 6 2040 Provided the product is still being sold 3Com will make software enhancements to remove this limitation to the Palm Computing platform well in advance of this date If it appears that any Palm Computing product does not perform properly with regard to such date data on and after January 1 2000 and Customer notifies Palm Computing before the later of April 1 2000 or ninety 90 days after original purchase of the product from 3Com or its authorized reseller 3Com shall at its option and expense provide a software update which would effect the proper performance of the product repair the product deliver to Customer an equivalent produc
151. pport please experiment a bit to reproduce and isolate the problem When you do contact support please be ready to provide the following information m The name and version of the operating system you are using m The actual error message or state you are experiencing m The steps you take to reproduce the problem m The version of organizer software you are using and available memory To get version and memory information 1 Tap the Applications icon i 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 Appendix B Page 193 Page 194 Frequently Asked Questions 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 unders
152. 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 record by tapping New or a blank line To draw the first letter of a word as a capital letter m Use the Caps Shift stroke a t 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 To enter only capital letters Caps Lock m Use the Caps Lock stroke 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 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 Page 29 Graffiti numbers Number Strokes Number Strokes IQON 55 1 6 CG 2 2 7 7 3 8 2 6 8 4 a 9 g 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 d
153. r and numbers Modem Configure your organizer for use with a modem Owner 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 Define a list of Graffiti abbreviations Digitizer Calibrate the screen on your organizer Network Configure your organizer for use with a network Viewing preferences To open the Preferences screens 1 2 3 4 Tap the Applications icon or Tap the Preferences icon Tap the pick list in the upper right corner of the screen Select the Preferences screen you want to view Chapter 7 Page 153 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 Preferences w
154. r 1 for information on setting the time and date Auto off delay Your organizer has an automatic shutoff feature that turns off the power and backlight after a period of inactivity This feature helps conserve battery power in case you forget to turn off your 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 1 minute 2 minutes or 3 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 To change the cradle setting m Tap the Stay on in Cradle check box to leave your organizer on when it is in the cradle Preferences General fAuto off after w 2 minutes Stay on in Cradle wy System Sound w High Alarm Sound w High Game Sound w High Beam Receive w On Page 158 Setting Preferences for Your Organizer 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 o
155. rd 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 Tip For best results Palm V organizers should be between 10 centimeters approximately 4 inches and 1 meter approximately 39 inches apart and the path between the two devices must be clear of obstacles Beaming distance to other Palm Computing connected organizers may be different Chapter 5 Page 137 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 Status dialog box 3 Tap Yes 4 Wait for the Beam Status dialog box to indicate that the transfer is complete and then tap OK to display the n
156. references R HotSync Options H About Mail Options Font F Preferences R HotSync Options H Look Up L About Mail New Message Message List About Mail Shows version information for Mail Page 136 Communicating Using Your Organizer Beaming information Your Palm V organizer is equipped with an IR infrared port that you can use to beam information to another Palm Computing connected organizer 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 connected organizers m The record currently displayed in Date Book Address Book To Do List or Memo Pad m All records of the category currently displayed in Address Book To Do List or Memo Pad m A special Address Book record that you designate as your business card containing information you want to exchange with business contacts m An application installed in RAM memory 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 D 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 D 3 Tap Record and then tap one of the following The Beam command for an individual reco
157. ress change the time and date and view them in different 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 oe 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 To set the current time 1 Tap the Set Time box Preferences w General Set Time Set Date futo off after Stay on in Cradle wy A ay System Sound w High i v Alarm Sound w High Game Sound w High Beam Receive w On 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 Chapter 1 Page 23 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 3 Tap a month 4 Tap the current date Page 24 Introduction to Your Palm V Organizer Chapter 2
158. rganizer user data Expense data in the Expense txt file is in tab delimited format Page 204 Creating a Custom Expense Report Expense file details The Expense txt file contains four groups of data It will be easier to see these four distinct groups of data if you open the file with a spreadsheet application Trips Shows the number of Expense application categories and lists each 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 Appendix C Page 205 Page 206 Creating a Custom Expense Report Appendix D Non ASCIl 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 sin
159. ring e mail 126 Stylus dragging with 14 inserting in a side channel 8 pen stroke to activate a feature 154 tapping with 14 writing with 8 25 Sunday to start week 157 Symbols for currency 104 in Graffiti writing 31 Synchronizing data See HotSync System conduit 142 System requirements for Desktop software 4 System sounds 159 T Tab delimited files importing data from 36 Tapping 14 185 TCP IP 161 173 TDA To Do List archive file 36 Technical Support 183 193 Templates for expense reports 108 Text copying 56 cutting 56 entry See Entering data fonts for 73 selecting all 56 Text files importing data from 36 Thousands separator 157 Time alarm setting 78 format 157 setting current 23 setting event 74 start and end for Date Book Day view 86 Time bars in Date Book 85 Tips online 19 To Do List adding Address Book data to records 67 68 archive files tda 36 categorizing records 61 96 checking off items 93 completed items 95 completion date 95 conduit for synchronizing 142 creating records 55 92 deleting records 57 due date 94 95 96 fonts 73 menus 96 notes for records 72 opening 52 overview 52 prioritizing records 92 96 private records 72 purging records 58 95 sorting records 69 Today See Current date Transferring data See HotSync Transmitting data See Beaming information Truncating e mail 135 Turning off organizer automatically 158 pen stroke for 155 problems with 184 Turning on organ
160. riting 18 Date Book 84 Edit menu 56 57 Expense 110 Mail 136 Memo Pad 98 101 menu bar 15 17 Network Preferences 173 To Do List 96 Microsoft Excel transferring Expense data to 107 110 Exchange 114 Outlook connecting to 13 187 Modem HotSync operations via 144 147 189 190 preferences 160 Monday to start week 157 Month Date Book view 83 85 Moving the cursor Graffiti writing 33 MPA Memo Pad archive file 36 Network connecting 167 connection type 168 idle timeout 168 login scripts 171 password 163 phone settings 164 preferences 161 174 primary DNS 169 secondary DNS 169 selecting service 161 TCP IP 161 Page 222 Index user name 162 Network HotSync operation 148 Notes attaching to records 72 Numbers decimal point and thousands separator 157 Graffiti writing 29 onscreen keyboard 15 20 35 0 1 2 3 for expense reports 204 Onscreen keyboard 20 35 57 pen stroke to open 155 Opening Address Book 51 applications 16 17 Calculator 54 Date Book 50 Expense 54 Mail 116 Memo Pad 53 To Do List 52 Organizer Lotus PIM 36 Outbox 124 128 Outlook connecting to 13 187 Overlapping events 82 Owner preferences 175 P Palm Desktop software See Desktop software Passwords 46 48 changing 47 creating 46 deleting 47 for network 163 forgotten 48 192 Pasting text 56 Payment Expense item 104 Pen stroke full screen 154 155 Personal information managers See PIM Phone Lookup 67 68 Phone numbers
161. rt located at the top of your organizer lets you send data from your organizer including entire applications to any other Palm Computing connected organizer 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 locally using the organizer cradle or remotely using a Palm V Modem 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 Chapter 5 Page 113 In Mail you can do the following m View delete file and reply to incoming mail m Create outgoing e mail items and drafts of e mail items m 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 m Use your organizer in its cradle to send and
162. rtCut stroke the ShortCut symbol appears at the insertion point to show that you are in ShortCut mode s ShortCut Chapter 2 Page 33 Your organizer includes the following predefined Graffiti ShortCuts Entry ShortCut Date stamp ds Time stamp ts Date time stamp dts Meeting me Breakfast br Lunch lu Dinner di Page 34 Entering Data in Your Palm V Organizer 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 kimi lipan Pe Tap here for alpha Tap here for numeric keyboard 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 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 and then perform a Ho
163. scription 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 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 connected organizer Attach notes to individual events for a description or clarification of the entry in your Date Book To open Date Book m Press the Date Book application button on the front panel of your organizer Date Book opens to today s schedule on 6 feos 0000 Date i button Note Press the Date Book application button repeatedly to cycle through the Day Week and Month views Page 50 Survey of Basic Applications 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
164. se 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 you use to reach your ISP or dial in server Phone Setup J Enter your ISP phone number here O Dial prefix 3 3 If you need to enter a prefix or disable Call Waiting skip to those procedures Otherwise tap OK Entering a prefix A prefix is a number that you dial before the telephone number to access an outside line For example many offices require that you dial 9 to dial a number outside the building Page 164 Setting Preferences for Your Organizer To enter a prefix 1 Tap the Dial Prefix check box to select it Phone Setup i Select this box if you Enter your need to use O Dial prefix 9 a See prefix here 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 Phone Setup Li Select this box if you O Dialprefiz Enter your disable Ted to code here disable Call O Use calling card Waiting 2 Enter the code to disable Call Waiting on the Disable
165. speaker volume that you want for the modem 4 Tap the Flow Ctl Flow Control pick list and select either Automatic On Xon or Off Xoff flow control for the modem connection 5 Tap the Country pick list and select the country where you are using your organizer 6 Ifnecessary edit the String text to change the modem setup string Page 160 Setting Preferences for Your Organizer 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 configure both the Modem Preferences and the Network Preferences settings Note Modem Preferences settings enable your Palm V organizer to use the Palm V 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 Modem preferences earlier in this chapter for a complete explanation on how to configure modem parameters After you configure both the Network and Modem Preferences you can establish a PPP Point to Point Protocol SLIP Serial Line Internet Protocol or CSLIP Compressed Serial Line Internet Protoco
166. sssseesssssessseusessesees 215 e ES EREN E SEENTE EENES AE EENE SE A ASS I AAE 217 Contents Page vii Page viii Handbook for the Palm V Organizer About This Book Welcome to the Palm V connected organizer This handbook describes all you need to know about how to use your Palm V organizer and the applications that come with it It walks you through viewing and entering data using your Palm V organizer with your computer and personalizing the organizer with your own preferences This book is designed to help you get up and running quickly on your organizer The beginning chapter explains the following m All the parts of your organizer m The Palm V interface m Entering data m Setting up security and other preferences After you become familiar with the basic functionality you can use the rest of this handbook as a reference for less common tasks and for maintaining your Palm V organizer and also as a source of information if you have problems operating it About This Book Page 1 Page 2 About This Book Chapter 1 Introduction to Your Palm V Organizer This chapter explains the physical buttons and controls on your Palm V connected organizer how to use your Palm V organizer for the first time and how to use HotSync technology to synchronize your Palm V organizer and Palm Desktop organizer software Getting to know your Palm V organizer What is a Palm V organizer With your Palm V orga
167. st environmental recycling center Page 180 Maintaining Your Organizer 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 m 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 Page 181 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
168. st 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 Chapter 5 Page 127 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 D 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 Contains the e mail you created and sent on the organizer since the last HotSync operation Deleted Contains th
169. structions onscreen to set up your organizer for use with your desktop E Mail application Page 114 Communicating Using Your Organizer To select HotSync options 1 Click the HotSync icon in the Windows system tray bottom right corner of the taskbar 2 Choose Custom Tip You can also choose Custom from the HotSync menu in Palm Desktop software 3 Select Mail in the list box 4 Click Change a fn bas be ioe pews j oH T DH es m Lae z Deipara r Drue iter bees a qama per qr adh ha log poe Mest cola len Serr Lm cx bop ie Heme Faye Bee Pit rma LL pe al 5 Click one of the following settings Synchronize Synchronizes the mail on your organizer and the files your desktop E Mail application Desktop Replaces the mail on your organizer with the overwrites mail in your desktop E Mail application You handheld should use this option only if for some reason the two inboxes get out of sync This setting applies for only one HotSync operation and then reverts back to the default setting Do Nothing Turns off communication between your organizer and desktop E Mail application This setting applies for only one HotSync operation and then reverts back to the default setting Set As Changes the default setting on an ongoing basis Default When you first set up Mail Synchronize the files is the default setting Chapter 5 Page 115 Tip To turn off Mail select Do Nothing and then select t
170. t All in the Edit menu draw the Command stroke followed by the letter s Note Command mode is active for approximately two seconds so you must 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 To display an online tip 1 Tap the Tips icon 2 After you review the tip tap Done Keyboard There are three ways to access the onscreen keyboard 1 Tap the dots in the corners of the Graffiti writing area to activate the numbers or letters keyboards 2 The Keyboard command abc Int l amp Three ways to enter data There are three ways to enter data into your Palm V organizer m Using the onscreen keyboard m Using Graffiti writing m Entering or importing data in Palm Desktop software and then synchronizing with your organizer Chapter 1 Page 19 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 Marq Tap here for Tap here for numeric alphabetic keyboard keyboard After a keyboard is open you can tap to open any of the other keyboards including the international keyboard See Using the
171. t 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 4 14 Taxi f 4714 Lunch Show Options Li 4 14 Hotel 4 14 Car Rental Sort by v Date Distance w Miles Show currency 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 organizer Palm Desktop software enables you to view and print the data with your computer Page 106 Survey of Basic Applications 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 V 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 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 2 Click Expense in Palm Desktop software to open
172. t strokes a a a Using these accent strokes you can write the following accented letters Z2 A xn wo Ee BAK urin A aaaaadaae eo dd60ru7u Yy Additional non English characters You can write the following characters in the lowercase alphabet mode without any special punctuation or shifting ae Note You must write these non English characters in the left side of the Graffiti writing area Page 32 Entering Data in Your Palm V Organizer 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 Pi 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 Sho
173. t to replace the product or if none of the foregoing is feasible refund to Customer the purchase price paid for the product Any software update or replaced or repaired Palm Computing product will carry a Year 2000 Limited Warranty for ninety 90 days after purchase or until April 1 2000 which ever is later Customers using date and time utilities other than those supplied by Palm Computing should check with the developer to determine if the software will correctly handle all of the subtle issues of date and time conversion OBTAINING WARRANTY SERVICE Customer must contact a Palm Computing Inc or 3Com Technical Support or Customer Service center within the applicable war ranty period to obtain warranty service authorization Dated proof of original purchase from 3Com or its authorized reseller will be required 3Com is not responsible for Cus tomer products or parts received without a warranty service authorization In the Unit ed States 3Com may ship a replacement product or part prior to receiving the original product or part advance exchange If advance exchange is not available then the re paired product or part will be shipped as soon as reasonably possible which will be no later than thirty 30 days after 3Com receives the original product or part Repaired or replacement products will be shipped to Customer at 3Com s expense The repair and replacement process for products or parts in locations outside of the United States
174. tSync operation to synchronize it with 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 Chapter 2 Page 35 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 Palm V 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 Tab delimited tab tsv txt CSV Lotus Organizer 2 x 97 Mapping Date Book archive dba Address Book archive aba To Do List archive tda Memo Pad archive mpa Archive formats can only be used with Palm Desktop software Use the archive file formats to share information with other organizer users or to create a copy of your important Palm Desktop information To import data 1 Open Palm Desktop software 2 Click the application you want to import data into 3 If you are importing records that contain a field with category names do the following Select All in the Category box Be s
175. tand the function of the Palm Desktop software Expense application In simple terms the Expense application is designed to move Expense data from your Palm V organizer into a Microsoft Excel spreadsheet Each Expense item stored in your organizer represents a group of related data The following data can be associated with an expense item m Category m Payment Currency m Date m Vendor m Expense Type m City Amount m Attendees m Payment Method gm Note 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 Appendix C Page 195 the Excel macro how large the spreadsheet is and provides the data cell layout of the Excel template used for the Expense Report Customizing existing sample templates Four sample Expense Report templates come with Palm Desktop software These templates are stored in the Template folder which is in the same folder as the Palm Desktop software application If the l
176. 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 m A blinking cursor m One or more edit lines Jul 24 02 KIBDG Geo F Blinking cursor 2 00 3 00 4 00 5 00 6 00 Edit line Chapter 4 Page 55 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 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 Reverses the action of the last edit command For 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 a
177. te toutes les exigences du R glement sur le mat riel brouilleur du Canada Page 215 Page 216 Index A ABA Address Book archive file 36 AC adapter for recharging battery 10 Accented characters Graffiti writing 32 onscreen keyboard 35 Add on applications 42 45 Address Book If Found Call entry 88 adding custom fields 91 archive files aba 36 business card for beaming 137 categorizing records 61 conduit for synchronizing 142 creating records 55 87 88 deleting records 57 displaying category 90 displaying data in the Address List 89 finding records 65 66 fonts 73 menus 89 notes for records 72 opening 51 overview 51 pressing button to beam information 138 private records 72 sorting records 69 Alarm preset 86 setting 78 sound 86 159 184 for untimed events 79 Alphabet Graffiti writing 28 onscreen keyboard 15 20 Application buttons 5 16 50 51 52 53 138 154 beaming 137 138 Calculator 53 categories 39 40 Date Book 50 Expense 54 font style 73 installing 42 44 Memo Pad 53 opening 17 preferences for 41 removing 45 security 46 size in kilobytes 193 To Do List 52 version of 193 viewing as icons 40 viewing as list 40 See also Add on applications Applications Launcher 16 17 39 41 Archive files importing data from 36 for main applications 36 saving deleted records 57 saving purged records 58 Automatic fill in Expense 111 Auto off delay 158
178. ted Warranty Card or in the product manual accompanying the Software Such warranties and limitations of liability are incorporated herein in their entirety by this reference SEVERABILITY In the event any provision of this License Agreement is found to be invalid illegal or unenforceable the validity legality and enforceability of any of the re maining provisions shall not in any way be affected or impaired and a valid legal and enforceable provision of similar intent and economic impact shall be substituted there for ENTIRE AGREEMENT This License Agreement sets forth the entire understanding and agreement between you and 3Com supersedes all prior agreements whether writ ten or oral with respect to the Software and may be amended only in a writing signed by both parties Palm Computing Inc a subsidiary of 3Com Corporation 5400 Bayfront Plaza Santa Clara California 95054 408 326 5000 7 23 98 Page 214 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
179. 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 Chapter 5 Page 131 To access the special filter settings m Tap the Filter box in the HotSync Options dialog box HotSync Options Li HotSync Options Li Settings for w Local HotSync Settings for w Local HotSync Tap here iy Send only to display An Send only MUKA All messages will be syn Filter Retrieve All High Priority chronized between the ini Gondheld end tha remote options w Ignore Messages Containing email system To Bs From SUb aot occa aes 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 m Tap the pick list in the center of the HotSync Options dialog box and select one of the following settings HotSync Options Li HotSync Options Li Settings for w Local HotSync a gt Settings for w Local HotSync CREZEN F Retrieve All High Priority amp Retrieve All High Priority Ignore Messages Containing Ignore Messages Containing Tap here From Subj a aoei Select Filter option Ignore Tells
180. 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 A Recent Calculations I About Calculator About Shows version information for Calculator Calculator Chapter 4 Page 101 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 or 2 Tap Expense 3 Tap New Cursor Expense type 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 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 EHE Expense type 20 00 4 14 fT l Tap here Breakfast Bus Business Meals Car Rental Dinner Entertainment Fax Gas Gifts Hotel Incidentals Ne eer 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
181. ting to hide all private records See Security in Chapter 3 for more information Hiding private records You can hide records that you mark as private If you define a password for your organizer you must enter it to display private records Page 70 Survey of Basic Applications To hide private records 1 Tap the Applications icon a 2 Tap Security 3 Tap Hide Hide Records Li Records marked Private in details dialogs will be hidden If a password is Password Features assigned you must enter it to show Forgotten Password private records Turn Off amp Lock Device 4 Tap Hide to confirm that you want to hide private records To display private records 1 Tap the Applications icon Co 2 Tap Security 3 Tap Show If you do not have a password hidden records become visible If you have a password the Show Private Records dialog box appears Go to step 4 Private Records Show Hide si Show Private Records Enter your password to show private records Password Password Features Forgotten Password Turn Off amp Lock Device 4 Enter your password and then tap Show Chapter 4 Page 71 To make a record private 1 Display the entry that you want to make private 2 Tap Details 3 Tap the Private check box to select it 4 Tap OK Attaching notes In all basic applications except Memo Pad you can attach a note to a record
182. tion that appears in this list to a record To use Phone Lookup 1 Display the record in which you want to insert a phone number The record can be in Date Book To Do List or Memo Pad 2 Tap the Menu icon D 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 Phone Number Lookup Abrams Liz 650 454 6121 Adams Ben 408 772 1900 Beckman Rachel 510 532 0746 Bertolli Marcus 213 422 1363 Bruce Jeremy 408 459 1279 Butler Richard 516 626 1424 Cain Cath 650 235 6222 Carpenter Joan 7 BA Carter Melanie 212 395 6277 Chu Byron 213 343 9801 W Conner Sandy 301 933 6833 Chapter 4 Page 67 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 m 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
183. to remove Palm Desktop software from your computer Installing add on applications Your Palm V 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 Palm V organizer during a HotSync operation There are a variety of third party applications available for your Palm V 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 Ifthe 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 Page 42 Managing Your Applications E Lae Jasons 3 Click Install Tip You can also access the Install Tool dialog by selecting Install Tool from the Palm Desktop program group or by double clicking any file with a PRC file extension o r
184. tom Fields About Address Book About Address Book Address View Address List Preferences Address Book Preferences O Remember last category List By Last Name First Name Company Last Name m Remember last category Determines how Address Book appears when you return to it from another application If you select this check box Address Book shows the last category you selected If you clear it Address Book displays the All category Page 90 Survey of Basic Applications RenameCustom These custom fields appear at the end of the Fields About Address Book 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 Rename Custom Fields Create your own field names by editing the text on the lines below Custom 1 Shows version information for Address Book Chapter 4 Page 91 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 g on the front of your organizer to display the To Do List 2 Tap New ToDo List O vA ToDo List val New To Do item Tap New t 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 D
185. ts See Date Book Excel transferring Expense data to 107 110 Exchange 114 Exchanging data See HotSync Exclamation marks in To Do List 96 Expense adding Address Book data to records 68 69 categorizing records 62 conduit for synchronizing 142 creating records 55 102 currency 104 111 date of item 103 defining new currency 105 deleting records 57 menus 110 notes for records 72 opening 54 overview 54 purging records 58 receipt details 103 reports in Excel 107 110 195 205 sorting records 69 templates for reports 108 type 104 111 vendor 104 F FCC Statement 215 Files linking to external 150 Filing e mail 126 Filters for e mail 131 135 Finding applications using Graffiti writing 17 e mail addresses 120 121 information in applications 65 69 phone numbers 67 68 using the Find application 66 Folders for e mail 128 Fonts 73 Formats preferences 156 Front cover inserting in a side channel 8 Frozen organizer 184 G Games 44 159 General preferences alarm sounds 159 auto off delay 158 system sounds 159 Glossary See Graffiti ShortCuts Graffiti accented characters 32 alphabet 25 28 basic concepts 25 capital letters 29 Command stroke 19 defined 20 Giraffe game for practicing 44 how to write characters 26 menu commands 18 moving the cursor 33 numbers 29 online Help 57 154 problems using 185 punctuation marks 30 ShortCuts for entering data 33 176 177 symbols 31 tips 27 writing 25 34 writing area 5
186. uble 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 Page 179 Battery considerations Please note the following considerations for the battery in your organi
187. up Address Book data to add to other records 67 68 scrolling in Address List 65 to add to e mail addresses 120 121 Lost organizer contact for 88 Lost records 186 Lotus 1 2 3 for expense reports 204 ce Mail 114 Organizer importing data from 36 M Mail address lookup 120 121 attachments 131 BCC blind carbon copy 121 122 Index Page 221 changing setup 116 closing 117 confirm delivery 121 124 confirm read 121 124 creating 117 119 deleting e mail 127 desktop configuration 114 116 draft e mail 125 editing unsent e mail 124 filing e mail 126 filtering options 130 135 folders 128 HotSync options 115 116 menus 136 opening 116 overview 113 114 priority of delivery 121 122 purging deleted e mail 128 recovering deleted 127 replying to e mail 119 sending 124 showing dates 129 signature 121 123 124 sorting 129 synchronizing 116 truncating 135 viewing e mail 116 Main applications 16 Maintenance information 179 Memo Pad adding Address Book data to records 67 68 archive files mpa 36 categorizing records 61 conduit for synchronizing 142 creating records 55 97 deleting records 57 dragging memos into other applications 53 fonts 73 menus 98 101 opening 53 overview 53 private records 72 reviewing memos 97 sorting records 69 186 Memory amount of free 193 for beaming 191 Calculator 100 regaining 58 184 Memos See Memo Pad Menus 17 19 185 Address Book 89 choosing 18 command equivalents Graffiti w
188. upport TCP IP check the web site http www palm com To establish a connection m 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 m 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 D 2 Tap Service and then tap New A new service template called Untitled 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 D 4 Tap Service and then tap Duplicate A copy of the service template is added to the Service pick list Chapter 7 Page 167 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
189. ur 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 the Time date week start and numbers formats section later in this chapter To set the country default 1 Tap the country name pick list ioe Formats Preset to w United States Time w HH MM am prn 10 44 am Date w MDY 7 24 02 Jul 24 2002 Week starts w Sunday Numbers w 1 000 00 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 Chapter 7 Page 157 General preferences The General Preferences screen enables you to set the time date auto shutoff interval and sounds for your organizer See Chapte
190. ur 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 See Creating a user profile in Chapter 6 before performing the following steps Important You must perform your first HotSync operation with a local direct connection rather than using a modem To perform a HotSync operation for the first time 1 Click the HotSync Manager icon Min the Windows system tray Tip The Windows system tray is usually in the lower right corner on your computer display The location may vary depending on the location of the taskbar and the version of Windows you are using pasal Moan betak Eel uiii Fio Link yiewlLog ban Halip Exi 2 From the HotSync Manager menu choose Local 3 Turn on the organizer and slide it into the cradle Chapter 4 Page 59 Tip The bottom edge of the organizer should align smoothly with the cradle when it is inserted properly 4 Press the HotSync button on the cradle to open the New User dialog box 5 Enter a user name for your organizer and click OK The HotSync Progress dialog box appears and synchronization begins I
191. ur 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 Chapter 5 Page 119 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 first few letters of the last name of the person whose address you want to find 3 Tap Lookup 4 Ifthe 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 To Lookup Adams Ben ben_adams netcom com Butler Richard buttons pipeline com Carter Melanie mearter aol com Chu Byron churnan aol corm Technical Support support palm com Look UP 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
192. ure 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 From the File menu choose Import Select the file you want to import Click Open SY oy SOI 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 Page 36 Entering Data in Your Palm V Organizer 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 Chapter 2 Page 37 Page 38 Entering Data in Your Palm V Organizer Chapter 3 Managing Your Applications This chapter explains how to switch between applications on your Palm V 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 Selecting applications Your Palm V 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
193. w 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 m Tapa day in the Month View to display that day in the Day View m Tap the scroll arrows in the upper right corner to move forward or backward a month 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 Chapter 4 Page 83 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 Record New Event N Delete Event D Attach Note A Delete Note zO Purge Beam Event Options menu Options Font s F Preferences R Display Options zY Phone Lookup L About Date Book Page 84 Survey of Basic Applications Display Options Allows you to change Date Book s appearance and which events display Display Options li Day View Show Time Bars Compress Day View Month View Show Timed Events O Show Untimed Events O Show Daily Repeating Evts m Show Time Bars Activ
194. will vary depending on Customer s location Page 210 Products or parts shipped by Customer to 3Com must be sent prepaid and packaged appropriately for safe shipment and it is recommended that they be insured or sent by a method that provides for tracking of the package When an advance exchange is pro vided and Customer fails to return the original product or part to 3Com within thirty 30 days from the date the warranty service authorization is issued 3Com will charge Customer the then current published catalogue price of such product or part WARRANTIES EXCLUSIVE IF THIS PRODUCT DOES NOT OPERATE AS WAR RANTED ABOVE CUSTOMER S SOLE REMEDY FOR BREACH OF THAT WAR RANTY SHALL BE REPLACEMENT OR REPAIR OF THE PRODUCT OR PART OR REFUND OF THE PURCHASE PRICE PAID AT 3COM S OPTION TO THE FULL EX TENT ALLOWED BY LAW THE FOREGOING WARRANTIES AND REMEDIES ARE EXCLUSIVE AND ARE IN LIEU OF ALL OTHER WARRANTIES TERMS OR CON DITIONS EXPRESS OR IMPLIED EITHER IN FACT OR BY OPERATION OF LAW STATUTORY OR OTHERWISE INCLUDING WARRANTIES TERMS OR CONDI TIONS OF MERCHANTABILITY FITNESS FOR A PARTICULAR PURPOSE SATIS FACTORY QUALITY CORRESPONDENCE WITH DESCRIPTION AND NON INFRINGEMENT ALL OF WHICH ARE EXPRESSLY DISCLAIMED 3COM NEI THER ASSUMES NOR AUTHORIZES ANY OTHER PERSON TO ASSUME FOR IT ANY OTHER LIABILITY IN CONNECTION WITH THE SALE INSTALLATION MAINTENANCE OR USE OF ITS PRODUCTS 3COM SHALL NOT BE LIABLE UNDER THIS WARRANTY
195. xt will appear Mero List AIl New Nero 2 of 2 v Unfiled 1 11 22 Meeting Minutes memo __4 cursor hA t Write in Graffiti area See Using Graffiti writing to enter data in Chapter 2 for more information Chapter 1 Page 21 Using Palm Desktop software If you have new records you want to add to your Palm V organizer and prefer to use the computer keyboard rather than the onscreen keyboard enter the data in the Palm Desktop software or the PIM you have installed to use with your organizer If you already have data in a database on your computer you can import it into the Palm Desktop software 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 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 records to your Palm V organizer without having to key them in manually See Importing data in Chapter 2 for more information Page 22 Introduction to Your Palm V Organizer Customizing your organizer You can customize your organizer to suit your way of working You can enter your personal information such as your name and add
196. zer m 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 minimizing the use of the backlight feature and changing the Auto off setting that automatically turns the organizer off after a period of inactivity See General preferences in Chapter 7 m If the battery becomes low in the course of normal use an alert appears on the organizer screen describing the low battery condition If this alert appears perform a HotSync operation to back up your data then recharge the unit This helps prevent accidental data loss m 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 m 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 m There are no serviceable parts inside your organizer so do not attempt to open the unit You never need to replace the battery even if the charge runs out m If you ever dispose of your Palm V organizer please dispose of it without damaging the environment Either return your organizer to 3Com or take it to your neare
197. zer and Palm Desktop software 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 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 Chapter 6 Page 141 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

Handbook for the Palm V Organizer

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