Palm m500 Series Handbook
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Palm m500 Series Handbook

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  • Page 1 Handbook Palm m500 Series Handhelds ™...
  • Page 2 Macintosh serial adapter. To order a HotSync cradle or adapters, go to the web site: http://www.palm.com. Palm™ Desktop software is supplied on a CD-ROM disc. If you do not have access to a CD-ROM drive for your computer, you can download the Palm Desktop software from http://www.palm.com.

  • Page 3: Table Of Contents

    Contents About This Book .............. 1 Chapter 1: Introduction to Your Handheld ...... 3 Getting to know your Palm m500 series handheld ......3 What is a Palm m500 series handheld?...........3 System requirements .................4 Palm m500 series components ............5 Upgrading from another Palm OS handheld........9 Preparing to use your handheld ............9...
  • Page 4 Chapter 5: Using Your Basic Applications ....67 Overview of basic applications............67 Date Book..................67 Address Book ................... 68 To Do List..................69 Note Pad.................... 70 Memo Pad..................71 Calculator..................72 Clock ....................72 Page iv Handbook for Palm™ m500 Series Handheld...
  • Page 5 Common tasks ..................73 Creating records ................73 Editing records .................73 Deleting records ................75 Purging records ................76 Exchanging and updating data: HotSync operations ....77 Categorizing records ...............82 Finding information.................85 Sorting lists of records ..............89 Making records private ..............90 Attaching notes.................93 Choosing fonts..................94 Reviewing Reminders ..............95 Application-specific tasks ..............96 Date Book ..................96...
  • Page 6 Entering a user name ..............198 Entering a password ..............199 Selecting a connection ..............199 Adding telephone settings ............200 Connecting to your service............202 Creating additional service templates ........203 Page vi Handbook for Palm™ m500 Series Handheld...
  • Page 7 $GGLQJ GHWDLOHG LQIRUPDWLRQ WR D VHUYL.H WHPSODWH  /RJLQ V.ULSWV &UHDWLQJ D ORJLQ V.ULSW RQ \RXU KDQGKHOG  3OXJLQ DSSOL.DWLRQV  'HOHWLQJ D VHUYL.H WHPSODWH 1HWZRUN SUHIHUHQ.HV PHQX .RPPDQGV 7&3,3 WURXEOHVKRRWLQJ 2ZQHU SUHIHUHQ.HV  6KRUW&XWV SUHIHUHQ.HV &UHDWLQJ D 6KRUW&XW  (GLWLQJ D 6KRUW&XW  'HOHWLQJ D 6KRUW&XW  Appendix A: Maintaining Your Handheld ....
  • Page 8 Page viii Handbook for Palm™ m500 Series Handheld...

  • Page 9: About This Book

    About This Book Welcome to the Palm™ m500 series handheld. This handbook is designed to help you get up and running quickly on your handheld. It describes all you need to know about how to use your handheld and the applications that come with it.
  • Page 10 Page 2 About This Book...

  • Page 11: Chapter 1: Introduction To Your Handheld

    Introduction to Your Handheld This chapter explains the physical buttons and controls on your Palm™ m500 series handheld, how to use your handheld for the first time, how to add expansion cards to your handheld, and how to use HotSync ®...

  • Page 12: System Requirements

    System requirements To install and operate Palm Desktop software, your computer system must meet the following requirements: Minimum requirements: Windows IBM-compatible Pentium-class computer Windows 98/Me/2000 (Windows 95/NT operating systems require a serial cradle, sold separately) 16 MB of RAM (64 MB recommended with Windows 2000)

  • Page 13: Palm M500 Series Components

    Application buttons IR port Uses infrared technology to transmit data to and receive data from other Palm OS handhelds, and to perform HotSync operations. See “Beaming information” in Chapter 6 and “IR HotSync operations” in Chapter 7 for more information.
  • Page 14 Handheld Displays the applications and information stored in screen your handheld. It is touch-sensitive and responds to the stylus. The area where you write letters and numbers using ® Graffiti ® writing the Graffiti alphabet. See Chapter 2 to learn how to area write Graffiti characters.
  • Page 15 Using the onscreen contrast control Some Palm m500 series handhelds allow you to further adjust your display by changing the amount of contrast on the screen. To adjust the contrast: 1. Tap the Contrast icon in the upper-right corner of the Graffiti writing area.
  • Page 16 Locating back panel components Reset Expansion button card slot Side channel for stylus Side channel for cover Universal connector The right side channel holds the stylus, which Side channels slides in and out and clicks into place. To use the stylus, remove it and hold it as you would a pen or pencil.

  • Page 17: Upgrading From Another Palm Os Handheld

    Upgrading from another Palm OS handheld If you already own a Palm OS handheld, you must install the version of Palm Desktop software that comes with your new handheld. To upgrade quickly and easily, perform the tasks described in the following sections.

  • Page 18: Connecting The Hotsync Cradle

    HotSync operations” in Chapter 5 for details, or refer to Getting Started with Palm™ m500 Series Handhelds. (If upgrading) Rename your old handheld. To prevent unexpected results during HotSync operations, each handheld must have a unique name. We recommend that you perform a hard reset on your old handheld.

  • Page 19: Charging Your Handheld

    4. Plug the AC adapter into any AC current outlet. Charging your handheld Your handheld contains a Lithium-ion polymer battery that is recharged each time you place the handheld in the cradle. Just place your handheld in the cradle for two hours for an initial charge before you use it.

  • Page 20: Palm™ Desktop Software

    It is a good idea to back up your data in case something happens to the data on your handheld. Changes you make on your handheld or Palm Desktop software appear in both places after you synchronize.
  • Page 21 Installing Palm Desktop software The following instructions guide you through installing Palm Desktop software. After installation, refer to the online Help in Palm Desktop software, the Quick Tour in Palm Desktop software (for Windows users), and the Palm Desktop Software for the Macintosh User’s Guide on the Palm Desktop software CD-ROM.

  • Page 22: Using Your Handheld With Another Pim

    Using your handheld with another PIM If you prefer to use another personal information manager (PIM), such as Microsoft Outlook, you still need to install Palm Desktop software in order to add HotSync Manager, the connection software, and other features of Palm Desktop software to your computer. The connection software, called a conduit, lets you synchronize the data between your handheld and your PIM.

  • Page 23: Tapping And Typing

    Tapping and typing Tap with the stylus to get things done Like using a mouse to click elements on a computer screen, using the stylus to tap elements on your handheld screen is the basic action that gets things done on your handheld. The first time you start your handheld, setup instructions appear on the screen.

  • Page 24: Elements Of The Handheld Interface

    Elements of the handheld interface Menu Icons Menu bar A set of commands that are specific to the application. Not all applications have a menu bar. Tap the icons to open applications , menus Icons Calculator , and to find text anywhere in your data Tap the Contrast icon to open the Adjust Contrast...

  • Page 25: Opening Applications

    Previous/next arrows Check Pick list Command Scroll button When a check mark appears in a check box, the Check box 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.
  • Page 26 Applications Launcher Note Pad Date Book Address Book To Do List Tip: When you press an application button on the front panel, you have instant access to the selected application. You don’t even need to turn on your handheld first. In addition to providing a way for you to open applications, the Applications Launcher displays the current time, battery level, and application category.

  • Page 27: Using Menus

    Using menus Menus on your handheld are easy to use. Once you have mastered them in one application, you can use them the same way in all other applications. The menus of each application are illustrated in the section on that application in Chapter 5.
  • Page 28 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.

  • Page 29: Entering Data

    Entering or importing data in Palm Desktop software and then synchronizing with your handheld Using an external keyboard attached to the universal connector Beaming data from another Palm OS handheld that is close by and has an infrared port. See “Beaming information” in Chapter 6 for details.

  • Page 30: Onscreen Keyboard

    Onscreen keyboard When you create or edit a record in an application such as Address Book, you can open the onscreen keyboards to enter data. 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.
  • Page 31 Write letters here Write numbers here Division marks The Palm Desktop software CD-ROM includes Giraffe, a game you can use to practice Graffiti writing. See “Installing and removing applications” in Chapter 3 for installation instructions. The Memo Pad application is ideal for practicing Graffiti writing. This section explains how to open Memo Pad and use it to practice Graffiti writing.
  • Page 32 Importing data If you already have data in a database on your computer, you can import it into Palm Desktop software. You can import data stored in computer applications such as spreadsheets and databases, or from another Palm OS handheld. When you import data, you transfer...

  • Page 33: Customizing Your Handheld

    For additional information about this optional accessory, go to the web site http://www.palm.com Customizing your handheld You can customize your handheld by using the Preferences application.
  • Page 34 arrows select year Tap to select month Tap to set date Tap to select date 3. Tap a month. 4. Tap the current date. To set the time: 1. Tap the Set Time box. 2. Tap the up or down arrows to change the hour. 3.
  • Page 35 2. Tap a time zone. Tip: When you travel, changing the time zone setting to a new time zone automatically resets the date and time on your handheld, but it does not change the time of appointments set in Date Book. 3.
  • Page 36 Page 28 Introduction to Your Handheld...

  • Page 37: Chapter 2: Entering Data In Your Handheld

    Chapter 2 Entering Data in Your Handheld This chapter explains how to enter data into your handheld by writing ® with the stylus in the Graffiti writing area, by using the onscreen keyboard, by using the computer keyboard, or by importing data from another application.
  • Page 38 and displays the text character immediately. To accomplish single strokes, some Graffiti strokes are portions of the regular alphabet equivalents. The Graffiti writing area is divided into two parts: one for writing the letters of the alphabet and one for writing numbers. The small marks at the top and bottom of the Graffiti writing area indicate the two areas.

  • Page 39: Graffiti Tips

    That’s all there is to it! When you lift the stylus from the screen, your handheld recognizes your stroke immediately and prints the letter at the insertion point on the screen. As soon as you lift the stylus from the screen, you can begin the stroke for the next character you want to write.

  • Page 40: Writing Capital Letters

    Space Back- space tap twice Carriage Period Return Writing capital letters You make capital letters with the same stroke shapes as the basic alphabet characters. To make capital letters, you must first “shift” to caps — just as you press the Shift key on a keyboard — and then write the character strokes.

  • Page 41: Writing Numbers

    Tip: When Caps Shift is active, an “up arrow” symbol appears in the lower-right corner of the handheld screen. If you accidentally activate Caps Shift, Backspace will cancel it. Caps Shift To enter only capital letters (Caps Lock): Use the Caps Lock stroke: Caps Lock Tip:...

  • Page 42: Writing Punctuation Marks

    Writing punctuation marks Graffiti writing can create any punctuation symbol that you can enter from a standard keyboard. All punctuation marks begin with a single tap on the Graffiti writing area. When you make this tap, you activate Punctuation Shift and a dot appears to show it is active. The next stroke you make with the stylus creates a punctuation mark.

  • Page 43: Writing Symbols And Extended Characters

    Writing symbols and extended characters All symbols and extended characters begin with the stroke in the Graffiti writing area of your handheld. Symbol Shift When the Symbol Shift is active, a slanted shift symbol appears in the lower-right corner of the screen. The next stroke that you make creates the symbol or extended character.

  • Page 44: Accent Strokes

    Accent strokes Using these accent strokes, you can write the following accented letters: à á â ã ä å è é ê ë ì í î ï ò ó ô õ ö ù ú û ü ÿ ý ñ Additional non-English characters You can write the following characters without any special punctuation or shifting: Note: You must write these non-English characters in the left side of...

  • Page 45: Graffiti Shortcuts

    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.

  • Page 46: Using Note Pad

    Most of the applications that came with your handheld are also available in Palm Desktop software and in most PIMs, so you don’t need to learn different applications. For...

  • Page 47: Importing Data

    Help in Palm Desktop software, the Quick Tour in Palm Desktop software (for Windows users), and the Palm Desktop Software for the Macintosh User’s Guide on the Palm Desktop software CD-ROM. Importing data If you have data stored in computer applications such as spreadsheets...

  • Page 48: Importing Data From A Macintosh

    You do not have to specify which fields correspond to the imported data. 7. To import data into the correct Palm Desktop fields, drag fields in the left-hand column so that they are opposite the corresponding imported field on the right.
  • Page 49 8. From the Delimiters pop-up menu, choose the appropriate delimiter. 9. Click OK. 10. To add the imported data to your handheld, perform a HotSync operation. See Palm Desktop online Help for more information on importing and exporting data. Chapter 2 Page 41...
  • Page 50 Page 42 Entering Data in Your Handheld...

  • Page 51: Chapter 3: Managing Your Applications

    Chapter 3 Managing Your Applications This chapter explains how to switch between applications on your handheld, how to change application settings so they are personalized to your work methods, and how to categorize applications so you view them in related groups. For information about working with applications on an expansion card, see Chapter 4.

  • Page 52: Changing The Applications Launcher Display

    assign an application to a category and then display a single category or all your applications. To categorize an application: 1. Tap the Applications icon 2. Tap the Menu icon 3. Tap App, and then tap Category. 4. Tap the pick list next to each application to select a category. Tip: To create a new category, tap Edit Categories from the pick list.

  • Page 53: Choosing Preferences

    To change the Applications Launcher display: 1. Tap the Applications icon 2. Tap the Menu icon 3. Tap Options, and then tap Preferences. 4. Tap the View By pick list and select List. 5. Tap OK. To open the Applications Launcher to the last opened category: 1.

  • Page 54: Installing And Removing Applications

    Installing and removing applications This section explains how to install and remove applications on your handheld or on an expansion card, and how to remove Palm™ Desktop software from your computer. Installing add-on applications Your handheld comes with the Date Book, Address Book, To Do List, Note Pad, Memo Pad, Calculator, and Mail applications installed and ready to use.
  • Page 55 4. In the User drop-down list, select the name that corresponds to your handheld. 5. Click Add. 6. Select the application(s) that you want to install on your handheld or on a resident expansion card. 7. Click Open. Note: Review the list of applications you selected in the Install Tool dialog box.
  • Page 56 HotSync operation. Expansion cards may hold applications that use files other than the Palm™ application files. In order for your handheld to recognize such a file, you must launch the application that uses these files at least once.
  • Page 57 4. From the User pop-up menu, select the name that corresponds to your handheld. 5. Click Add to List. 6. Select the Add-on folder from the pop-up menu. 7. Select the application you want to install. 8. Click Add File to add the selected application to the Install Handheld Files list.

  • Page 58: Removing Applications

    HotSync operation. Expansion cards may hold applications that use files other than the Palm application files. In order for your handheld to recognize such a file, you must launch the application that uses these files at least once.

  • Page 59: Removing Palm Desktop Software

    7. Tap Yes. 8. Tap Done. Removing Palm Desktop software If you no longer want to use Palm Desktop software, you can remove it from your computer. To remove Palm Desktop software from a Windows computer: 1. From the Windows Start menu, choose Settings, and then Control Panel.

  • Page 60: Security

    5. Select the folder that contains your Palm Desktop software files. 6. Click Remove. Note: This process removes only the application files. The data in your Users folder remains untouched. 7. Restart your Macintosh. Security Your handheld comes with a Security application so that unauthorized users cannot view the entries you wish to protect.

  • Page 61: Changing Or Deleting A Password

    Tap here 6. Tap OK. 7. Enter the same password a second time, and tap OK. Changing or deleting a password Once you define a password for your handheld, you can change or delete it at any time. You must enter the current password before you can change or delete it.

  • Page 62: Locking Your Handheld

    To remove the password, tap Unassign. Locking your handheld You can lock your handheld so that it cannot be operated until your password is entered. In the event that your handheld is lost or stolen, this helps protect your data from unauthorized use. You can set your handheld to lock automatically, or you can lock it manually.
  • Page 63 To set your handheld to lock at a preset time: 1. Tap the Applications icon 2. Tap the Security icon. 3. Tap the Auto Lock Handheld box, and then enter your password. 4. Tap At a preset time, and then use the arrows to set the time. 5.

  • Page 64: Recovering From A Forgotten Password

    password, your handheld will present the hint you have entered to help you remember the password. If you still cannot remember the password, you must perform a hard reset to resume using your handheld. Performing a hard reset deletes all the records in your handheld; however, you can restore all synchronized data at the next HotSync operation.
  • Page 65 To delete a forgotten password: 1. Tap Lost Password. 2. Tap Yes. Chapter 3 Page 57...
  • Page 66 Page 58 Managing Your Applications...

  • Page 67: Chapter 4: Using Expansion Features

    Chapter 4 Using Expansion Features Your handheld provides an expansion card slot that enables you to add other software applications and memory. You can also use a special kind of expansion card that allows you to back up your data when it is inconvenient to perform a HotSync operation.

  • Page 68: Removing An Expansion Card

    3. Use your thumb to push the card into the expansion slot. When you feel the card lock and hear the audible system sound, the card is properly seated within the slot. Removing an expansion card 1. Hold your handheld securely. 2.

  • Page 69: Switching Between Your Handheld And An Expansion Card

    Switching between your handheld and an expansion card When you use an expansion card, your handheld creates and displays a new category that matches the name of the expansion card. You can easily switch between applications installed on your handheld and on the expansion card.

  • Page 70: Deleting Applications From An Expansion Card

    3. Tap App, and then tap Copy. 4. Select the card name from the Copy To pick list. 5. Select Handheld from the From pick list. 6. Tap an application to copy. 7. Tap Copy. 8. Tap Done. Note: You can install applications to a card that is seated in the expansion card slot during a HotSync operation;...

  • Page 71: Card Info

    5. Tap an application to delete from the expansion card. 6. Tap Delete. 7. Tap Done. Card Info Card Info lets you review general information about a resident card and its contents, rename a card, and format a card. Reviewing card information 1.

  • Page 72: Renaming A Card

    Renaming a card 1. Tap the Applications icon 2. Tap the Card Info icon 3. Tap the Menu icon. 4. Tap Card, and then tap Rename Card. 5. Enter the new name for the card. 6. Tap Rename. Formatting a card Formatting a card destroys all its data and prepares it to accept new applications and data.
  • Page 73 Help Provides help text. Shows version information for Card Info. About Card Info Chapter 4 Page 65...
  • Page 74 Page 66 Using Expansion Features...

  • Page 75: Chapter 5: Using Your Basic Applications

    Chapter 5 Using Your Basic Applications Your handheld includes these basic applications: Date Book Address Book To Do List Note Pad Memo Pad Calculator Clock This chapter is divided into three sections: “Overview of basic applications” briefly describes each application and explains how to open it.

  • Page 76: Address Book

    Display a monthly calendar to quickly spot days where you have morning, lunch, or afternoon appointments. Display an agenda showing appointments, untimed events, and your To Do items for the day. Set an alarm to notify you of the scheduled activity. Create reminders for events that are based on a particular date, rather than time of day.

  • Page 77: To Do List

    Press and hold the Address Book application button to instantly beam your business card to another Palm OS handheld. To Do List To Do List is a convenient place to create reminders and prioritize the things that you have to do.

  • Page 78: Note Pad

    Assign notes to categories so that you can organize and view them in logical groups. Copy and paste notes into popular computer applications like ® Microsoft Word using Palm™ Desktop software and HotSync technology. Page 70 Using Your Basic Applications...

  • Page 79: Memo Pad

    Drag and drop memos into popular computer applications like Microsoft Word when you synchronize using Palm Desktop software and HotSync technology. Assign memos to categories so that you can organize and view them in logical groups.

  • Page 80: Calculator

    Calculator Calculator enables you to perform addition, subtraction, multiplication, division, and square root operations. In Calculator, you can do the following: Perform basic calculations. Store and retrieve values. Display the last series of calculations, which is useful for confirming a series of “chain” calculations. To open Calculator: Tap the Calculator icon next to the Graffiti writing area.

  • Page 81: Common Tasks

    Common tasks The tasks described in this section use the term “records” to refer to an individual item in any of the applications: a single Date Book event, Address Book entry, To Do List item, Note Pad note, or Memo Pad memo.
  • Page 82 Note: In Note Pad you can write anywhere on the screen. So you will not see an edit line or blinking cursor. Entering text For information on how to enter text using Graffiti writing, the onscreen keyboard, or the keyboard attached to your computer, see Chapter 2.

  • Page 83: Deleting Records

    A confirmation dialog box appears. If you want to save a copy of the deleted item to an archive file in Palm Desktop software, be sure that the check box is checked. If you don’t want to save a copy, tap the check box to remove the check.

  • Page 84: Purging Records

    Other ways to delete records You can also delete records in the following ways: In Date Book, Address Book, To Do List, and Memo Pad, open the Details dialog box for the record, tap Delete, and then tap OK. In Note Pad, open the note you want to delete, and then tap Delete. Delete the text of the record.

  • Page 85: Exchanging And Updating Data: Hotsync Operations

    Exchanging and updating data: HotSync operations The HotSync process automatically synchronizes — that is, exchanges and updates — data between your handheld and Palm Desktop software. Changes you make on your handheld or Palm Desktop software appear in both places after a HotSync operation.
  • Page 86 2. If the HotSync Manager is not running, start it: On the Windows desktop, click Start, and then choose Programs. Navigate to the Palm Desktop software program group and choose HotSync Manager. Alternatively, you can start the Palm Desktop software, which automatically opens the HotSync Manager.
  • Page 87 Adds a user name to your handheld. Creates a folder for the user name in the Users folder inside the Palm folder. For example, if you entered Jane Garcia as your user name, a folder called Jane Garcia is created in the Users folder.
  • Page 88 The following steps assume that you have already installed Palm Desktop software. See “Palm™ Desktop software” in Chapter 1 if you have not installed this software. To perform a local HotSync operation on a Macintosh: 1.
  • Page 89 The HotSync Progress dialog box appears followed by the Select User dialog box. 4. In the Select User dialog box, select the user name you entered when you installed the Palm Desktop software, and click OK. The HotSync Progress dialog box reappears and synchroniza- tion begins.

  • Page 90: Categorizing Records

    Categorizing records Categorize records in the Address Book, To Do List, Note Pad, and Memo Pad 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 handheld automatically places it in the category that is currently displayed.
  • Page 91 5. Select the category for the record. 6. Tap OK. Note: In Address Book, Note Pad, and Memo Pad, you can tap the category name in the upper-right corner of the screen and select a new category for the item. To display a category of records: 1.
  • Page 92 To define a new category: 1. Tap the category pick list in the upper-right corner of the screen or list. Tap here 2. Tap Edit Categories. 3. Tap New. 4. Enter the name of the new category, and then tap OK. 5.

  • Page 93: Finding Information

    To rename a category: 1. Tap the category pick list in the upper-right corner of the screen or list. 2. Tap Edit Categories. 3. Select the category that you want to rename, and then tap Rename. 4. Enter the new name for the category, and then tap OK. 5.
  • Page 94 Looking up Address Book records When working with Address Book, the scroll button on the front panel of the handheld makes it easy to navigate among your address entries. In the Address list screen, the scroll button moves up or down an entire screen of records.
  • Page 95 Using Find You can use Find to locate any text that you specify, in any application that resides on your handheld. Find does not search applications that reside on an expansion card. To use Find: 1. Tap the Find icon Tip: If you select text in an application before you tap Find, the selected text automatically appears in the Find dialog box.
  • Page 96 Using Phone Lookup Phone Lookup displays the Address list screen and lets you add the information that appears in this list to a record. To use Phone Lookup: 1. Display the record in which you want to insert a phone number. The record can be in Date Book, To Do List, Memo Pad, or Mail.

  • Page 97: Sorting Lists Of Records

    that begins with “Wi,” the Phone Lookup screen appears and highlights the first record that begins with “Wi.” Drag to highlight the text, and then write the For selected text: Phone Lookup Command stroke “/L.” Your handheld replaces the selected text and adds the name and its associated information. Sorting lists of records You can sort lists of records in various ways, depending on the application.

  • Page 98: Making Records Private

    To sort the Note Pad or Memo list manually, tap and drag a memo or note to a new location in the list. Note: To make the list of your memos appear in Palm Desktop software as you manually sorted it on your handheld, open Memo Pad in Palm Desktop software and click List by.
  • Page 99 Hiding or masking private records You can hide or mask all records that you mark as private. Masked records appear as grey placeholders in the same position they would appear if they were not masked, and are marked with a lock icon. Hidden records disappear completely from the screen.
  • Page 100 Tap Mask Records 4. Tap OK to confirm that you want to mask private records. To display all private records: 1. Tap the Applications icon , tap Security, then tap the Current Privacy pick list and select Show Records. If you do not have a password, hidden and masked records become visible.

  • Page 101: Attaching Notes

    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 applications except Memo Pad and Note Pad, you can attach a note to a record.

  • Page 102: Choosing Fonts

    Choosing fonts In all basic applications, you can change the font style to make text easier to read. You can choose a different font style for each application. Small font Large font Bold font To change the font style: 1. Open an application. 2.

  • Page 103: Reviewing Reminders

    Reviewing Reminders You can set alarms to notify you of appointments, notes, and alarms in Date Book, Note Pad, and Clock. When an alarm occurs, your handheld displays a reminder message. If you tap Snooze in response to an alarm message, your handheld reminds you of the alarm again in five minutes.

  • Page 104: Application-Specific Tasks

    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.
  • Page 105 3. If the event is one hour long, skip to step 5. If the event is longer or shorter than an hour, tap the time of the event to open the Set Time dialog box. Tap the time of an event Tip: You can also open the Set Time dialog box (to select a start time) by making sure no event is selected, and...
  • Page 106 6. Tap a blank area of the screen to deselect the event. A vertical line appears next to the time, indicating the duration of the event. Note: If an event has the same start and end time, the time is displayed only once.
  • Page 107 To schedule an untimed event: 1. Select the date that you want for the event as described in “To schedule an event for another day.” 2. Tap New. 3. Tap No Time, so that no start or end times are defined for the new event.
  • Page 108 Rescheduling an event You can easily make changes to your schedule with your handheld. To reschedule an event: 1. Tap the event you want to reschedule. 2. Tap Details. 3. To change the time, tap the Time box and select a new time. 4.
  • Page 109 7. When the reminder message appears onscreen, do one of the following: Tap OK to permanently dismiss the reminder and return to the current screen. Tap Snooze to dismiss the reminder and return to the current screen. The reminder message appears again five minutes after you tap Snooze, and an attention indicator blinks in the upper-left corner of the screen to remind you of the pending alarm.
  • Page 110 To schedule a repeating or continuous event: 1. Tap the event. 2. Tap Details. 3. Tap the Repeat box to open the Change Repeat dialog box. Tap the Repeat 4. Tap Day, Week, Month, or Year to set how often the event repeats.
  • Page 111 4. Do one of the following: Tap Current to delete only the current event item. Tap Future to delete the current and all future event items and reset the end date of the repeating event to the last shown date. Tap All to delete all occurrences of the repeating event.
  • Page 112 Changing the Date Book view In addition to displaying the time list for a specific day, you can also display a whole week, a month, or an agenda. You can also display the current time. To cycle through Day, Week, Month, and Agenda views: Press the Date Book application button repeatedly to display the next view.

  • Page 113: Spotting Event Conflicts

    Previous Next week week Tap for that day Bar indicates earlier event Dot indicates untimed event Bar indicates later event 3. Tap an event to show a description of the event. Event details Tap to show event details Keep the following points in mind: Tips for using Week View: To reschedule an event, tap and drag the event to a different time or day.

  • Page 114: Working In Month View

    An event conflict (time overlap) appears in the Week View as overlapping bars. The Day View displays overlapping brackets to the left of the conflicting times. Event conflicts Working in Month View The Month View screen shows which days have events scheduled. Dots and lines in the Month View indicate events, repeating events, and untimed events.
  • Page 115 Working in Agenda View The Agenda View shows you your untimed events, appointments, and To Do items in one screen. When you tap on an untimed event or appointment in the Agenda View, the Day View appears so you can see more detailed information about the event. You can tap the check box next to a To Do item to mark it as completed.
  • Page 116 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.
  • Page 117 Controls how times Compress Day View. 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.

  • Page 118: Address Book

    Creating an Address Book entry A record in Address Book is called an “entry.” You can create entries on your handheld, or you can use Palm Desktop software to create entries on your computer and then download the entries to your handheld with your next HotSync operation.
  • Page 119 4. Use the Next Field Graffiti stroke to move to the First Name field. Next Field Tip: You can also move to any field by tapping it directly. 5. Enter the person’s first name in the First Name field. 6. Enter the other information that you want to include in this entry. Note: As you enter letters in the Title, Company, City, and State fields, text appears for the first logical match that exists in...
  • Page 120 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.
  • Page 121 4. Select any of the following settings: Select which type of phone or other information Show in List appears in the Address list screen. Your options are Work, Home, Fax, Other, E-mail, Main, Pager, and Mobile. The identifying letters W, H, F, O, M, or P appear next to the record in the Address list, depending on which information is displayed.
  • Page 122 Dial Initiates dialing on an infrared-equipped mobile phone by sending the telephone number through the IR port on your handheld to the phone. Options menus Address view Address list Preferences Determines how Remember Last Category. Address Book appears when you return to it from another application.

  • Page 123: To Do List

    Rename These custom fields appear at the end of the Custom Fields 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. Shows version information for Address Book. About Address Book To Do List...
  • Page 124 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.
  • Page 125 To check off a To Do List item: Tap the check box on the left side of the item. Completed To Do item Changing To Do List item details The To Do Item Details dialog box enables you to change settings for individual items.
  • Page 126 2. Tap the date that you want to assign the item: Assigns the current date. Today Assigns tomorrow’s date. Tomorrow Assigns the date exactly one week from the One week later current date. No Date Removes the due date from the item. Opens the date selector, where you can Choose date choose any date that you want for the item.
  • Page 127 2. Select any of the following settings: Displays your completed items in To Do Show 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.

  • Page 128: Note Pad

    Record menu Options menu About To Do Shows version information for To Do List. List Note Pad A record in Note Pad is called a “note.” You can assign each note a title and store up to 999 notes on your handheld. To create a new note: 1.
  • Page 129 3. (Optional) Select the time at the top of the screen and enter a title using Graffiti writing. 4. Tap Done. Reviewing notes The note title and the date you created the note appear in the Note Pad list. If you did not assign a title to your note, the time you created the note appears as the note title.
  • Page 130 5. Tap the hour and minute columns to select the time you want the alarm to occur. Tap here to select minutes Tap here to select 6. Tap the Date box. Tap here to select year Tap here to select month Tap here to select date 7.
  • Page 131 Note: If you did not title the note, the time the note was created displays on the screen. Tap Go To to open Note Pad. Note Pad will open and display the note associated with the alarm. Note Pad menus Note Pad menus are shown here for your reference, and Note Pad features that are not explained elsewhere in this book are described here.

  • Page 132: Memo Pad

    Displays the Note Pad Preferences dialog box, Preferences where you define the sort order for notes and the alarm sound. Shows version information for Note Pad. About Note Memo Pad A memo can contain up to 4,000 characters. The number of memos you can store is dependent only on the memory available on your handheld.
  • Page 133 Reviewing memos The first line of a memo appears in the Memo list. This makes it easy to locate and review your memos. To review a memo: 1. In the Memo list, tap the text of the memo. Tap a memo to review contents...

  • Page 134: Calculator

    Options menus Memo list Memo screen Preferences Displays the Memo Preferences dialog box, where you define the sort order for memos. About Memo Shows version information for Memo Pad. Calculator The Calculator includes several buttons to help you perform calculations. Clears the entire calculation and enables you to begin a fresh calculation.
  • Page 135 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.

  • Page 136: Clock

    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 Shows version information for Calculator. About Calculator Clock...
  • Page 137 4. Tap the time columns to set the hour and minute. 5. When the alarm reminder message appears, do one of the following: Tap OK to permanently dismiss the reminder and return to the current screen. Tap Snooze to dismiss the reminder and return to the current screen.
  • Page 138 Options menu Allows you to choose which information appears Display Options on the Clock screen. Activates the day of the week display. Day. When it is on, the day appears above the time. Activates the date display. When it is on, Date.

  • Page 139: Chapter 6: Communicating Using Your Handheld

    The infrared port located at the top of your handheld IR beaming: lets you send data from your handheld — including entire ® applications — to any other Palm OS handheld that’s close by and also equipped with an IR port. Managing desktop E-Mail...

  • Page 140: Setting Up Mail On The Desktop

    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 handheld supports a number of desktop E-Mail applications, for Microsoft Windows, such as: Microsoft Exchange (version 5.0 or higher)
  • Page 141 To set up Mail on a Windows computer: 1. Click Start in the Windows taskbar. 2. Highlight Programs, highlight Palm Desktop software, and then click Mail Setup to begin setup. 3. Follow the instructions onscreen to set up your handheld for use with your desktop E-Mail application.

  • Page 142: Synchronizing Mail With Your E-Mail Application

    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.

  • Page 143: Creating E-Mail Items

    To open an e-mail item: Tap an e-mail item to open it. Header mode icons Recipient Sender Subject Time and date sent E-mail body To close an e-mail item: Tap Done to close the e-mail item. Displaying full header information By default, Mail displays abbreviated header information, which comprises only the From: and Subj: fields.
  • Page 144 To create an e-mail item: 1. Tap New. Tip: You can also create an e-mail item by tapping New from the Message menu. 2. Enter the e-mail address of the recipient. Note: Enter the address as if you were entering it from your desktop E-Mail application.
  • Page 145 example, tap “To:”) to expand that field. Tap the Done button to return to the New Message screen. Tap the name of the field to open Tap to return to New Message screen To reply to an e-mail item: 1. Tap an e-mail item in the Message list to display it onscreen. 2.

  • Page 146: Looking Up An Address

    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.

  • Page 147: Adding Details To E-Mail Items

    Tap to select Tap here to enter address in field Adding details to e-mail items Before you send your e-mail item, you can attach additional attributes to it, such as a signature or a priority level. These features are dependent on the desktop E-mail application you use. If your application does not support the attribute you select, your handheld cannot attach that attribute to the e-mail item.
  • Page 148 Setting a priority To set a priority for your e-mail item: 1. In the New Message screen, tap Details. Tap here 2. Tap the Priority pick list and select the priority you want. here Tap to select priority 3. Tap OK. Tip: Your handheld can flag e-mail items with a specific priority only if your desktop E-Mail application supports this feature.
  • Page 149 BCC field 4. Tap the BCC: field and enter an address. Adding a signature to your e-mail item A signature consists of information about yourself that is appended to your e-mail item as its closing. For example, a signature can contain your name, address, phone and fax numbers, and any other text you want to include.

  • Page 150: Storing E-Mail To Be Sent Later

    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.

  • Page 151: Draft E-Mail

    To retrieve an e-mail item: 1. In the Message list, tap Outbox from the pick list in the upper-right corner. Tap here to display folder list 2. Tap the e-mail item you want to retrieve. here to select item Tap to edit item 3.

  • Page 152: Filing E-Mail

    To save an e-mail item as a draft: 1. Create an e-mail item. 2. Tap the Menu icon 3. Tap Message, and then tap Save Draft. To edit an e-mail item saved as a draft: 1. In the Message list, tap Draft from the pick list in the upper-right corner.

  • Page 153: Deleting E-Mail

    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.

  • Page 154: Purging Deleted E-Mail

    Purging deleted e-mail Your handheld stores deleted e-mail in the Deleted folder until you perform a HotSync operation, so deleted e-mail can claim storage space. To avoid 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.
  • Page 155 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. Show 2. Tap the Show Date check box to select it. 3.

  • Page 156: Hotsync Options

    HotSync options HotSync options enable you to manage your e-mail more effectively by selecting which e-mail items download when you synchronize your computer and your handheld. You can define different settings for local and remote synchronization. For example, you may want to download all of your e-mail during local synchronization and only urgent e-mail during remote synchronization.

  • Page 157: Creating Special Filters

    Filter During synchronization, all e-mail items in your handheld Outbox are sent to your desktop E-Mail application, and items in your desktop E-Mail Inbox that meet specific criteria download to your handheld. When you select the Filter setting, the HotSync Options dialog box opens and displays additional filter settings.
  • Page 158 To access the special filter settings: Tap the Filter box in the HotSync Options dialog box. Tap here to display Filter options Ignoring or receiving e-mail The first step in establishing a special filter is to determine whether you want to ignore or retrieve e-mail that matches the information you specify.
  • Page 159 Tells your handheld to include only the Retrieve 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.
  • Page 160 To define a filter string: 1. Tap a header field in the HotSync Options dialog box. Tap here to insert cursor 2. Enter your filter string, using commas or spaces to separate the words. Do not add connectors, such as AND or OR, between words in a string.

  • Page 161: Truncating E-Mail Items

    To retrieve high-priority e-mail items: 1. Tap the Filter box in the HotSync Options dialog box. 2. Tap the Retrieve All High Priority check box to select it. check 3. Tap OK. Note: This setting is applicable only if your E-Mail application has the capacity to flag high-priority e-mail items.

  • Page 162: Mail Menus

    2. Tap to select the truncation setting you want. Tip: If you select the maximum setting, messages can be 8,000 characters; longer messages are truncated. If you select a lower value, you’ll have more room for e-mail items. 3. Tap OK. Mail menus Mail menus are shown here for your reference, and Mail features that are not explained elsewhere in this book are described here.

  • Page 163: Beaming Information

    Your handheld is equipped with an IR (infrared) port that you can use to beam information to another Palm OS handheld that’s close by and also has an IR port. The IR port is located at the top of the handheld, behind the small dark shield.
  • Page 164 Beaming distance to other Palm OS handhelds may be different. 5. Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your handheld.
  • Page 165 4. Tap Yes. Tips on beaming information You can set the full-screen pen stroke to beam the current entry. See “Pen preferences” in Chapter 8 for more information. You can draw the Graffiti Command stroke to activate the Command toolbar, and then tap the beam icon. You can use the Graffiti Command stroke “/ B”...
  • Page 166 Page 158 Communicating Using Your Handheld...

  • Page 167: Chapter 7: Advanced Hotsync® Operations

    Palm™ Desktop software or another PIM such as Microsoft Outlook. To synchronize data, you must connect your handheld and Palm Desktop software. You can synchronize your data either directly or indirectly. Direct methods include placing your handheld in the cradle attached to your computer, or using infrared communications.
  • Page 168 With this option, the HotSync Manager synchronizes data even when Palm Desktop software is not running. Starts HotSync Manager and monitors Available only when the Palm...
  • Page 169 Speed Determines the speed at which data is transferred between your handheld 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 handheld to find and use the fastest speed.
  • Page 170 To set the HotSync options on a Macintosh: 1. Double-click the HotSync Manager icon in the Palm folder. 2. Click the HotSync Controls tab and select any of the following options. Activates the serial port monitor and prepares HotSync Enabled/...
  • Page 171 3. If you are using the optional serial cradle, click the Serial Port Settings tab and select any of the following options. Note: If you are using the USB cradle, you do not need to adjust the settings on the Serial Port Settings tab for a direct HotSync operation;...
  • Page 172 Determines the speed at which Speed. data is transferred between your handheld 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 handheld to find and use the fastest speed.

  • Page 173: Customizing Hotsync Application Settings

    In general, you should leave the settings to synchronize all files. The only reason you might want to change these settings is to overwrite data on either your handheld or Palm Desktop software, or to avoid synchronizing a particular type of file because you don’t use it.
  • Page 174 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.
  • Page 175 9. Click Done to activate your settings. To customize HotSync application settings on a Macintosh: 1. Double-click the Palm Desktop icon in the Palm folder. 2. From the HotSync menu, choose Conduit Settings. 3. From the User pop-up menu, select the appropriate user name.

  • Page 176: Ir Hotsync Operations

    Infrared Data Association (IrDA). This means that you can not only beam data to another Palm OS handheld that’s equipped with an IR port, but you can also beam data to a mobile phone and any other device that supports the IrCOMM implementation of the IrDA standards.
  • Page 177 Macintosh. To install the extensions for infrared communication on a Macintosh: 1. Insert the Palm Desktop software CD-ROM into the CD-ROM drive on your Macintosh. 2. Open the Palm Extras folder. 3. Open the IrDA Files folder.

  • Page 178: Configuring Hotsync Manager For Infrared Communication

    Configuring HotSync Manager for infrared communication Next, you need to configure HotSync Manager for infrared communication. To configure HotSync Manager for infrared communication on a Windows computer: 1. Click the HotSync Manager icon in the Windows system tray, and make sure Infrared is checked. If you do not have an Infrared option on the HotSync Manager menu, complete the following steps.

  • Page 179: Performing An Ir Hotsync Operation

    To configure HotSync Manager for infrared communication on a Macintosh: 1. Double-click the HotSync Manager icon in the Palm folder. 2. In the HotSync Controls tab, select Enabled. 3. Click the Serial Port Settings tab. 4. Under Check for handheld connection using, select Local Setup.
  • Page 180 Tap here to start IR HotSync operation Returning to cradle HotSync operations It’s easy to return to using the cradle for HotSync operations. Note: If your cradle is connected to a USB port, you can continue using it while HotSync Manager is configured for infrared communication.

  • Page 181: Conducting A Hotsync Operation Via Modem

    Macintosh: 1. If needed, connect the cradle to a serial port on your Macintosh. 2. Double-click the HotSync Manager icon in the Palm folder. 3. In the HotSync Controls tab, select Enabled. 4. Click the Serial Port Settings tab.
  • Page 182 Determines the speed at which data is Speed transferred. Try the As Fast As Possible rate first, and adjust downward if you experience problems. This setting allows Palm Desktop software and your handheld to find and use the fastest speed. Identifies the modem type or manufacturer.
  • Page 183 CompuServe and America Online (AOL). This helps to avoid conflicts with the serial port. 2. Double-click the HotSync Manager icon in the Palm folder. 3. Click the Serial Port Settings tab. 4. Under Check for handheld connection using, click Modem Setup.

  • Page 184: Preparing Your Handheld

    Port Identifies the port that Palm Desktop software uses to communicate with the modem. Select the modem or printer port where you connected the modem cable. Activates the modem’s speaker. If you are Modem Speaker having trouble connecting, turn on this option to make sure the modem connected to your Macintosh is responding to incoming calls.

  • Page 185: Selecting The Conduits For A Modem Hotsync Operation

    5. Tap the Enter phone # field. here Note: If you plan to connect to your company’s dial-in server (network modem) instead of connecting to a computer modem, see “Conducting a HotSync operation via a network” later in this chapter. 6.

  • Page 186: Performing A Hotsync Operation Via A Modem

    1. Tap the Applications icon 2. Tap the HotSync icon 3. Tap the Modem icon to dial the Palm Desktop modem and synchronize the applications. 4. Wait for the HotSync operation to complete. If you have any problems conducting a successful HotSync operation, see Appendix B.

  • Page 187: Conducting A Hotsync Operation Via A Network

    You have a remote access account. Everything you need to connect to your company’s dial-in server (network modem) is included with Palm Desktop software and handheld software. You need to activate the feature, however, on both Palm Desktop software and your handheld.
  • Page 188 4. Click the Network tab and make sure your user name has a check mark next to it. If the check mark is not there, click the check box next to your user name. 5. Click OK. 6. Put your handheld in the cradle and perform a HotSync operation. The HotSync operation records network information about your computer on your handheld.
  • Page 189 6. Tap OK. 7. Tap Select Service. Tap here Note: See “Network preferences and TCP/IP software” in Chapter 8 for information on creating a network connection. 8. Tap Service and select a service. Tap here 9. Tap Done. 10. Tap the Menu icon 11.

  • Page 190: Performing A Network Hotsync Operation

    Memo Pad archive (*.mpa) Address Book archive (*.aba) Text (*.txt) For information on how to set up a file link, see the Palm Desktop online Help. Note: The File Link feature is not available in Palm Desktop software for the Macintosh.

  • Page 191: Creating A User Profile

    Creating a user profile If you use the File Link feature to configure several Palm OS handhelds with specific information (such as a company phone list) before distributing them to their actual users, you can create a user profile to load the data onto a handheld without associating that data with a user name.
  • Page 192 To create a user profile on a Macintosh: 1. Open Palm Desktop software. 2. From the User pop-up menu, choose Edit Users. 3. Click New Profile. 4. Enter a unique name for the profile and click OK. 5. Close the Users window.
  • Page 193 5. Click Yes to transfer all the profile data to the handheld. The next time you perform a HotSync operation, Palm Desktop software prompts you to assign a user name to the handheld. To use a profile for the first-time HotSync operation on a Macintosh: 1.
  • Page 194 Page 186 Advanced HotSync® Operations...

  • Page 195: Chapter 8: Setting Preferences For Your Handheld

    Configure your handheld for use with a network. Configure your handheld to communicate with a Phone wireless phone. You must first install the appropriate driver for your phone. To use this feature, you must use Palm™ Mobile Connectivity Software. Chapter 8 Page 187...

  • Page 196: Viewing Preferences

    Configure your handheld to make a wireless Clipping Internet connection. To use this feature, you must use Palm Mobile Connectivity Software. Viewing preferences To open the Preferences screens: 1. Tap the Applications icon 2. Tap the Preferences icon 3. Tap the pick list in the upper-right corner of the screen.

  • Page 197: Pen Preferences

    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. Drag to top of screen To change the Pen preferences: 1.

  • Page 198: Hotsync Buttons Preferences

    When locked, you need to enter the password to use your handheld. Beam Data ® Beams the current record to another Palm OS handheld. 3. Tap OK. HotSync buttons preferences The Buttons Preferences screen also enables you to associate different...

  • Page 199: Digitizer Preferences

    Digitizer preferences The Digitizer Preferences screen opens the digitizer calibration screen. This is the same screen that appears when you start your handheld for the first time. You can recalibrate your screen after a hard reset, or if your digitizer drifts.

  • Page 200: Time, Date, Week Start, And Numbers Formats

    Time, date, week start, and numbers formats The Time setting defines the format for the time of day. The time format that you select appears in all applications on your handheld. To select the time, date, week start, and numbers format: 1.

  • Page 201: System, Alarm, And Game Sounds

    To change the cradle setting: Tap the Stay on in Cradle check box to leave your handheld on when it is in the cradle. System, alarm, and game sounds Your handheld uses a variety of sounds. The System, Alarm, and Game Sound settings enable you to turn the sounds on or off, and to adjust the volume level.

  • Page 202: Beam Receive

    (and network connection — if required) to complete the configuration. Note: You can purchase a PalmModem accessory for use with your handheld. See http://www.palm.com You can also create custom configurations, which include the following: A local HotSync connection: the...

  • Page 203: Editing Connections

    A cable connection Modem via Cradle/Cable: between your handheld’s universal connector and a modem for dialing in to a modem that is part of your computer or laptop. A connection between the IR port of PC via Infrared: your handheld and the infrared device of your computer or laptop.
  • Page 204 2. Tap Details. Tap here 3. Tap the Speed pick list and select the appropriate speed. 4. Enter the initialization string supplied by the documentation for the modem attached to your mobile phone, if necessary. 5. Tap OK, and then tap OK again to save the configuration. After you create the configuration, you need to set up the HotSync Manager of your Desktop application and the HotSync application of your handheld to perform a modem HotSync operation.

  • Page 205: Network Preferences And Tcp/Ip Software

    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 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.

  • Page 206: Entering A User Name

    To select a service: 1. Tap the Service pick list. Tap here to display a list of service templates 2. Tap the predefined service template you want to use. Entering a user name The User Name setting identifies the name you use when you log in to your Internet Service Provider or your dial-in server.

  • Page 207: Entering A Password

    Entering a password The Password box identifies the password you use to log in to your server or ISP. Your entry in this field determines whether your handheld prompts you to enter a password each time you log in to your network: If you do not enter a password, your handheld displays the word “Prompt”...

  • Page 208: Adding Telephone Settings

    To select a connection: 1. Tap the Connection pick list. Tap here to display a list of available connections 2. Tap the connection you want to use. Adding telephone settings When you select the Phone field, your handheld opens a dialog box in which you define the telephone number you use to connect with your ISP or dial-in server.

  • Page 209: Entering A Prefix

    Entering a prefix A prefix is a number that you dial before the telephone number to access an outside line. For example, many offices require that you dial “9” to dial a number outside the building. To enter a prefix: 1.

  • Page 210: Connecting To Your Service

    2. Enter the code to disable Call Waiting on the Disable call waiting line. Note: Each telephone company assigns a code to disable Call Waiting. Contact your local telephone company for the code that is appropriate for you. 3. Tap OK. Using a calling card The Use calling card field enables you to use your calling card when dialing your ISP or intranet server.

  • Page 211: Creating Additional Service Templates

    TCP/IP, check the web site http://www.palm.com To establish a connection: Tap Connect to dial the current service and display the Service Connection Progress messages. Tip: To see expanded Service Connection Progress messages, press the lower half of the Scroll button.
  • Page 212 To select a connection type: 1. Tap the service field. 2. Tap Details. Select connection type 3. Tap the Connection type pick list and select one of the following connection types: Point-to-Point Protocol Serial Line Internet Protocol SLIP CSLIP Compressed Serial Line Internet Protocol Note: If you are not sure, try PPP;...
  • Page 213 Never Keeps your PPP or SLIP connection until you turn off your handheld (or until it times out). This option works best with the PalmModem accessory. 2. Tap OK. Defining a primary and secondary DNS The Domain Naming System (DNS) is a mechanism in the Internet for translating the names of host computers into IP addresses.

  • Page 214: Login Scripts

    To identify dynamic IP addressing: Tap the IP Address check box to select it. Tap to select automatic IP address To enter a permanent IP address: 1. Tap the IP Address check box to deselect it and display a permanent IP address field below the check box. 2.

  • Page 215: Creating A Login Script On Your Handheld

    You can create login scripts in two ways: In a text editor on your desktop computer, in which you create a file with the extension PNC, which you then install on your handheld using the Install Tool (this method is not available to Macintosh users) In the Login Script dialog box on your handheld, accessed from the Details dialog box in Network Preferences...
  • Page 216 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: Tells your handheld to wait for specific characters Wait For from the TCP/IP server before executing the next command.

  • Page 217: Deleting A Service Template

    Called properly from a login script Able to return control to a login script after it terminates ® Created using a development environment that supports Palm OS software, such as Metrowerks CodeWarrior for Palm Platform. For additional information on creating plug-in applications, send e-mail to Palm Developer Support at devsupp@palm.com.
  • Page 218 Service menu Options menu TCP/IP troubleshooting If you are having a problem establishing a network connection using TCP/IP, check this section and try the suggestions listed. Displaying expanded Service Connection Progress messages It’s helpful to identify at what point in the login procedure the connection fails.

  • Page 219: Owner Preferences

    appear that you successfully logged in to 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 220: Shortcuts Preferences

    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.

  • Page 221: Editing A Shortcut

    Editing a ShortCut After you create a ShortCut, you can modify it at any time. To edit a ShortCut: 1. Tap the ShortCut you want to edit. 2. Tap Edit. 3. Make the changes you want and tap OK. Deleting a ShortCut If you no longer need a ShortCut, you can delete it from the list of ShortCuts.
  • Page 222 Page 214 Setting Preferences for Your Handheld...

  • Page 223: Appendix A: Maintaining Your Handheld

    Appendix A Maintaining Your Handheld This appendix provides information on the following: Proper care of your handheld Prolonging battery life Resetting your handheld Caring for your handheld Your handheld is designed to be rugged and reliable and to provide years of trouble-free service. Please observe the following general tips when using your handheld: Take care not to scratch the screen of your handheld.

  • Page 224: Battery Considerations

    Battery considerations Please note the following considerations for the battery in your handheld: Under normal conditions, your handheld battery should remain charged by placing it in the cradle for just a few minutes each day. You can conserve battery life by minimizing the use of the backlight feature, and changing the Auto-off setting that automatically turns the handheld off after a period of inactivity.

  • Page 225: Resetting Your Handheld

    Resetting your handheld Under normal circumstances, you will not have to use the Reset button. On rare occasions, however, your handheld may no longer respond to buttons or the screen. In this case, you need to perform a reset to get your handheld running again. Performing a soft reset A soft reset tells your handheld to stop what it’s doing and start over again.

  • Page 226: Performing A Hard Reset

    (or similar object without a sharp tip) to gently press and release the Reset button. 3. Wait for the Palm™ logo to appear; then release the power button. 4. When a message appears on the handheld screen warning that you...
  • Page 227 3. Select the appropriate user name from the list. 4. Select an application in the Conduit list. 5. Click Change. 6. Select Desktop overwrites handheld. Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings.
  • Page 228 To restore your data from a Macintosh after a hard reset: 1. Double-click the HotSync Manager in the Palm folder. 2. From the HotSync menu, choose Conduit Settings. 3. From the Users pop-up menu, select the appropriate user name. 4. Select an application from the list.

  • Page 229: Appendix B: Frequently Asked Questions

    The “Palm Support Assistant” knowledgebase, accessible at under the Support section http://www.palm.com The most recent Palm m500 Series handheld HelpNotes on your regional web site If you are still having problems, contact Technical Support. For U.S. and international telephone numbers, see the Worldwide Customer Support card that comes with your handheld, or go to http://www.palm.com...

  • Page 230: Software Installation Problems

    3. Make sure your computer has at least 30 MB of disk space available. 4. Delete all temporary files. 5. Run ScanDisk on your computer. 6. Reinstall Palm Desktop software. I cannot install Palm Try the following: Desktop software on my 1.

  • Page 231: Operating Problems

    Operating problems Problem Solution I don’t see anything Try each of these in turn: on my handheld’s Press an application button to ensure screen. that your handheld is turned on. Tap the Contrast icon in the upper- right corner of the Graffiti writing area, ®...
  • Page 232 I get a warning Purge records from Date Book and To message telling me Do List. This deletes To Do List items my handheld and past Date Book events from the memory is full. memory of your handheld. See “Purging records” in Chapter 5. You may need to perform a HotSync operation to recover the memory.

  • Page 233: Tapping And Writing Problems

    Tapping and writing problems Problem Solution When I tap the Calibrate the screen. See “Digitizer buttons or screen preferences” in Chapter 8. icons, my handheld activates the wrong feature. When I tap the Not all applications or screens have menus. Menu icon Try changing to a different application.

  • Page 234: Application Problems

    Memo Preferences setting. In other words, the sort settings you use with Palm Desktop software are not transferred to your handheld. I created an event in In the Week View, you cannot select...

  • Page 235: Hotsync Problems

    I am Check the Windows system tray to doing it correctly? make sure the HotSync Manager is running. If it is not, open Palm Desktop software. Make sure you selected Local USB or Local Serial, as appropriate, from the HotSync Manager menu.
  • Page 236 CompuServe, or WinFax, that uses the serial port you selected in the Setup dialog box. Back up the Palm Desktop software, uninstall it, and then reinstall it. I tried to do a local Make sure your handheld is seated in HotSync operation, the cradle correctly.
  • Page 237 I tried to do a local On a Windows computer, try each step in HotSync operation, turn: but it did not Make sure HotSync Manager is running. complete If it is running, close it, and restart it. successfully. Make sure you selected Local USB or (continued) Local Serial, as appropriate, from the HotSync Manager menu.
  • Page 238 I tried to do a local If you are using the optional serial HotSync operation, cradle, make sure you aren’t running a but it did not program, such as America Online, fax or complete telephony software, or AppleTalk successfully. networking that uses the serial port you (continued) selected in the Serial Port Settings tab.
  • Page 239 I tried to do a modem Make sure you are not running another HotSync operation, program, such as WinFax, CompuServe, but it did not or America Online, that uses the serial complete port you selected in the Setup dialog box. successfully.
  • Page 240 I tried to do a modem If the telephone line you are using has HotSync operation, Call Waiting, make sure you selected the but it did not Disable call waiting option under complete Modem Sync Phone Setup on your successfully. handheld and entered the correct code.
  • Page 241 I place it near my computer. When I press the Make a copy of your Palm folder. HotSync button on Uninstall, and then reinstall Palm the cradle, nothing Desktop software. happens on Palm...

  • Page 242: Beaming Problems

    I want to If the computer running Palm Desktop synchronize my software synchronizes with more than computer with more one handheld, each handheld must have than one handheld. a unique name. Assign a user name to your handheld the first time you perform a HotSync operation.

  • Page 243: Recharging Problems

    Then, you can follow these steps to restore your private entries: 1. Use the Palm Desktop software and the cradle or infrared communi- cation to synchronize your data. 2. Tap Forgotten Password in Secu- rity to remove the password and delete all private records.

  • Page 244: Technical Support

    3. Tap App, and then tap Info. Note: Thousands of third-party add-on applications have been written for the Palm OS handhelds. Unfortunately, we are not able to support such a large number of third-party applications. If you are having a problem with a third-party application, please contact the developer or publisher of that software.

  • Page 245: Appendix C: Non-Ascii Characters For Login Scripts

    Appendix C Non-ASCII Characters for Login Scripts The following information enables you to create custom login scripts that require non-ASCII characters. It is provided for advanced users who understand the use and requirements of such characters in a custom login script. Use of ^char You may use the caret ( ^ ) to transmit ASCII command characters.
  • Page 246 Examples: Includes a caret as part of the string \< Includes a < as part of the string Includes a backslash as part of the string Page 238 Non-ASCII Characters for Login Scripts...

  • Page 247: Product Regulatory Information

    Caution: Changes or modifications not covered in this manual must be approved in writing by the manufacturer’s Regulatory Engineering Department. Changes or modifications made without written approval may void the user’s authority to operate this equipment. Responsible Party: Palm™ m500 series Product Family Palm, Inc. 5470 Great America Parkway Tested to Comply...

  • Page 248: Ce Compliance Statement

    Canada. CE Compliance Statement This product was tested by Palm, Inc. and found to comply with all the requirements of the EMC Directive 89/336/EEC as amended. This is a Class B product based on the standard of the Voluntary Control Council for In- terference from Information Technology Equipment (VCCI).
  • Page 249 Advarsel Eksplosjonsfare ved feilaktig skifte av batteri. Benytt samme batteritype eller en tils- varende type anbefait av apparatfabrikanten. Brukte batterier kasseres i henhold til fab- rikantens instruksjoner. Waarschuwing! Bij dit produkt zijn batterijen geleverd. Wanneer deze leeg zijn, moet u ze niet weggoo- ien maar inleveren als KCA.
  • Page 250 Page 242 Product Regulatory Information...

  • Page 251: Index

    Index Applications Address Book 68 beaming 155–156 Calculator 72 categories 43–44 ABA (Address Book archive file) 39 Clock 72 Accented characters Date Book 67 Graffiti writing 35 font style 94 onscreen keyboard 38 installing 46–50 Add-on applications 46–51 Launcher 17–18, 43–45 Address Book Memo Pad 71 *If Found Call* entry 111...
  • Page 252 problems with 234 Command See also Infrared buttons 17 Bold font for text 94 equivalents (Graffiti writing) 20 Business card for beaming 155 toolbar 20 Buttons preferences 188 Command stroke 20, 88, 138, 157 Compressing Day view 109 Computer keyboard, entering data with 24 Conduits Calculator...
  • Page 253 Current date 226 switching views 104 Current time 18 untimed events 96, 99 Custom Week view 104, 192, 226 fields in Address Book 115 Dates Customizing. See Preferences showing in Mail list 147 Cutting text 74 To Do List record due 117–118 Cycling through views 68, 69, 70, 71 displaying in Clock 130 Day (Date Book view) 96, 109...
  • Page 254 Dragging memos into other applications FCC Statement 239 Files, linking to external 182 stylus to activate features 189 Filing e-mail 144 using the stylus 15 Filters for e-mail 149–153 Finding applications, using Graffiti writing 18 Editing e-mail addresses 138–139 records 73–75 information in applications unsent e-mail 142 85–89...
  • Page 255 writing 29–37 setting options 159–161 writing area 6, 30 for synchronizing data 12 using with another PIM 51 Hard reset 218, 223 Hardware add-ons 9, 59 Icons Header information (e-mail) 135, 136 alarm 100 Help application 16, 44 Graffiti 75 note 93 online tips 21 online Tips 21...
  • Page 256 draft e-mail 143 editing unsent e-mail 142 Keyboard filing e-mail 144 computer 38 filtering options 148–153 external 25 folders 146 onscreen 16, 37, 38, 189 HotSync options 133–134 menus 154 opening 134 overview 131–132 LED alarm 193 priority of delivery 139, 140 Letters purging deleted e-mail 146 font style 94...
  • Page 257 Overlapping events 105 connection type 204 Owner preferences 211 HotSync operation 179–182 idle timeout 204 login scripts 206–209 password 199 Palm Desktop software. See Desktop phone settings 200 software preferences 197–211 Passwords 52–57 primary DNS 205 changing 53 secondary DNS 205...
  • Page 258 Pasting Private records displaying and creating 90–93, notes into other applications 70 text 75 Pen stroke, full-screen 189–190 lost with forgotten password 56 Peripheral hardware 9, 59 Profiles 183 Personal information managers. See Punctuation marks Graffiti writing 34 Phone Lookup 88–89 onscreen keyboard 38 Phone numbers Purging...
  • Page 259 Removing unmasking individual records applications 50 Desktop software 51 Selecting Renaming categories 85 date for event 98 Repeating events e-mail to be synchronized. See deleting from Date Book 76 Filters for e-mail 149 scheduling 101 phone numbers in Address Replying to e-mail 137 Book 112 Rescheduling events 100 text 74, 75...
  • Page 260 System prioritizing records 116, 119 conduit 165 private records 93 requirements for Desktop purging records 76–77, 119 software 4 sorting records 89 sounds 193 Today. See Current date Transferring data. See HotSync Transmitting data. See Beaming information Troubleshooting 232 Tab delimited files, importing data Truncating e-mail 153 from 39 Turning off handheld...

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