Page 1 Handbook Palm m500 Series Handhelds ™...
Page 2 Page ii Handbook for Palm™ m500 Series Handhelds...
Page 3 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 4 Page iv Handbook for Palm™ m500 Series Handhelds...
Page 5: 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 6 Date Book ... 67 Address Book ... 68 To Do List ... 69 Note Pad ... 70 Memo Pad ... 71 Calculator ... 71 Expense ... 72 Clock ... 72 Common tasks... 73 Page vi Handbook for the Palm™ m500 Series Handheld...
Page 7 Creating records ...73 Editing records ...73 Deleting records ...75 Purging records ...76 Exchanging and updating data: HotSync operations ...77 Categorizing records ...82 Finding information ...86 Sorting lists of records ...90 Making records private ...92 Attaching notes ...94 Choosing fonts ...95 Reviewing Reminders ...96 Application-specific tasks ...97 Date Book ...97...
Page 8 Selecting a service ... 209 Entering a user name ... 210 Entering a password ... 210 Selecting a connection ... 211 Adding telephone settings ... 212 Connecting to your service ... 214 Page viii Handbook for the Palm™ m500 Series Handheld...
Page 9 Creating additional service templates ...215 Adding detailed information to a service template ...215 Login scripts ...218 Creating a login script on your handheld ...219 Plug-in applications ...221 Deleting a service template ...221 Network preferences menu commands ...221 TCP/IP troubleshooting ...222 Owner preferences ...223 ShortCuts preferences...223 Creating a ShortCut ...224...
Page 10 Carriage return and line feed ... 259 Literal characters... 259 Product Regulatory Information ... 261 FCC Statement... 261 Canadian ICES-003 Statement ... 262 CE Compliance Statement ... 262 Battery Warning ... 262 Index...265 Page x Handbook for the Palm™ m500 Series Handheld...
Page 11: 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 12 Page 2 About This Book...
Page 13: 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 ®...
Page 14: 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 RAM (64 MB recommended with Windows 2000)
Page 15: Palm M500 Series Components
IR port Uses infrared technology to transmit data to and IR port 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 16 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 area write Graffiti characters. Scroll Displays text and other information that extends buttons beyond the area of the handheld screen.
Page 17 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 writing area. 2. Do one of the following: To change the contrast in small increments, tap to the left or right of the slider.
Page 18: Locating Back Panel Components
Locating back panel components Reset button Side channel for stylus Side channels The right side channel holds the stylus, which slides in and out and clicks into place. To use the stylus, remove it and hold it as you would a pen or pencil.
Page 19: 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 20: 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 21: 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 22: 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 23 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 24: Using Your Handheld With Another Pim
PIM. The conduit for Microsoft Outlook is included on the Palm Desktop software CD-ROM (Windows only); however you must install it in addition to the Palm Desktop software. For information on the availability of conduit software for the PIM you use, contact the vendor of your PIM or visit the web site http://www.palm.com...
Page 25: 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 26: Elements Of The Handheld Interface
Elements of the handheld interface Menu bar A set of commands that are specific to the application. Not all applications have a menu bar. Icons Tap the icons to open applications Calculator data Tap the Contrast icon Contrast dialog box. Tap to the left or right of the slider to control (on some adjust the contrast in small increments or drag the...
Page 27: Opening Applications
Check Command button 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. Command Tap a button to perform a command.
Page 28 Applications Launcher Date Book Address Book 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 29: 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 30 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 31: 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 32: 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 alphabetic keyboard After a keyboard is open, you can tap to open any of the other keyboards, including the international keyboard.
Page 33 Write letters 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 34 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 the...
Page 35: 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 36 Tap to set 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. Tap each number of the minute, and then tap the arrows to change them.
Page 37 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 38 Page 28 Introduction to Your Handheld...
Page 39: 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 keyboard, by using the computer keyboard, or by importing data from another application. Using Graffiti writing to enter data Chapter 1 introduced Graffiti writing and briefly described how to use it to enter text in your applications.
Page 40 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 41: 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 42: Writing Capital Letters
Space Carriage 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 43: 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. To enter only capital letters (Caps Lock): Use the Caps Lock stroke: Caps Lock Tip:...
Page 44: 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 45: 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 46: 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 47: 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 48: 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 49: 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 50: 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 51 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 52 Page 42 Entering Data in Your Handheld...
Page 53: 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 See Using Expansion Features.
Page 54: Changing The Applications Launcher Display
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 55: Choosing Preferences
3. Tap Options, and then tap Preferences. 4. Tap the View By pick list and select List. 5. Tap OK. To open the Applications Launcher to the last opened category: 1. Tap the Applications icon 2. Tap the Menu icon 3.
Page 56: 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, Expense, Calculator, and Mail applications installed and ready to use.
Page 57 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 58 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 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 60: 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 61: 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 62: 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 63: Changing Or Deleting A Password
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 64: 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 65 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 66: 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 67 To delete a forgotten password: 1. Tap Lost Password. 2. Tap Yes. Chapter 3 Page 57...
Page 68 Page 58 Managing Your Applications...
Page 69: Chapter 4: Using Expansion Features
Chapter 4 Using Expansion Features Your handheld provides an expansion card slot that enables you to add additional software applications and memory. You can also use a special kind of expansion card that allows you to back up your data when it is inconvenient to perform a HotSync So that you can easily attach and use peripheral hardware devices, such as a modem, portable keyboard, or a Global Positioning System...
Page 70: 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 71: 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 72: 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 73: 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 74: 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 75 Provides help text. Help About Card Shows version information for Card Info. Info Chapter 4 Page 65...
Page 76 Page 66 Using Expansion Features...
Page 77: 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 Clock Calculator Expense This chapter is divided into three sections: “Overview of basic applications” briefly describes each application and explains how to open it.
Page 78: Address Book
scheduling overlaps or conflicts. Display a monthly calendar to quickly spot days where you have morning, lunch, or afternoon appointments. Display an agenda showing appointments, untimed events, and your To Do items for the day. Set an alarm to notify you of the scheduled activity. Create reminders for events that are based on a particular date, rather than time of day.
Page 79: 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 80: 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. To open Note Pad: Press the Note Pad application button on the front panel of your handheld.
Page 81: 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 82: Expense
To open Calculator: Tap the Calculator icon Expense Expense lets you keep track of your expenses and then transfer the information to a spreadsheet on your computer. In Expense, you can do the following: Record dates, types of expenses, amount spent, payment method, and other details associated with any money that you spend.
Page 83: Common Tasks
all the applications on your handheld. Set an alarm. To open Clock: 1. Tap the Applications icon 2. Tap the Clock icon Tip: You can also tap the clock icon the Graffiti writing area to open clock. 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, Memo Pad memo, or Expense item.
Page 84 Edit line 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 85: Deleting Records
Removes the selected text and stores it temporarily in the memory of your handheld. You can paste the text you cut into another area of the current application or into a different application. Copies the selected text and stores it Copy temporarily in the memory of your handheld.
Page 86: Purging 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 87: 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. HotSync technology synchronizes only the needed portions of files, thus reducing synchronization time.
Page 88 The following steps assume that you have already installed Palm Desktop software. If you have not installed this software, see “Installing Palm Desktop software” in Chapter 1 for instructions.
Page 89 3. Press the HotSync button Important: The first time you perform a HotSync operation, you must enter a user name in the New User dialog box and click OK. Every handheld should have a unique name. To prevent loss of a user’s records, never try to synchronize more than one handheld to the same user name.
Page 90 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 91 The following steps assume that you have already installed Palm Desktop software. See “Palm™ Desktop software” in Chapter 1 if you have not installed this software. To perform a local HotSync operation on a Macintosh: 1. Place your handheld on the HotSync cradle.
Page 92: Categorizing Records
The HotSync Progress dialog box reappears and synchroniza- tion begins. 5. Wait for a message on your handheld indicating that the process is complete. After the HotSync process is complete, you can remove your handheld from the cradle. Tip: Gently rock your handheld forward in the cradle and then lift it to remove.
Page 93 Note: When you have an expansion card properly seated in the expansion card slot, the last item in the category pick list will be the name of the expansion card. You cannot otherwise categorize applications that reside on an expansion card. Address Book contains the QuickList user-defined category, in which you can store the names, addresses, and phone numbers you might need in emergencies (doctor, fire department, lawyer, etc.).
Page 94 To display a category of records: 1. Tap the category pick list in the upper-right corner of the list screen. In the Date Book Agenda view, the pick list is in the upper Note: right of the To Do list. 2.
Page 95 3. Tap New. 4. Enter the name of the new category, and then tap OK. 5. Tap OK. You can assign any of your records to the new category. To rename a category: 1. Tap the category pick list in the upper-right corner of the screen or list.
Page 96: Finding Information
5. Tap OK. You can group the records in two or more categories into one Tip: 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.
Page 97 To look up an Address Book record: 1. Display the Address list screen. 2. Enter the first letter of the name you want to find. The list scrolls to the first entry that begins with that letter. If you write another letter, the list scrolls to the first entry that starts with those two letters.
Page 98 Find searches for the text in all records and all notes. As your handheld searches for the text, you can tap Stop at any time. You may want to do this if the entry you want appears be- fore your handheld finishes the search. To continue the search after you tap Stop, tap Find More.
Page 99 5. Tap Add. The name you selected, along with the other information associated with it, is pasted into the record you selected in step 1. Phone Lookup tips Write the Graffiti Command stroke “/L” to activate the Phone Lookup feature. You can also activate it in the following circumstances: While entering text: number for someone with the last name “Williams,”...
Page 100: Sorting Lists Of Records
3. Tap Who. 4. Tap Lookup. The Attendees Lookup screen displays all the names in your Address Book that have data in the Company field. 5. Select the name you want to add, and then tap Add. The name appears in the Attendees screen. 6.
Page 101 2. Tap Show. 3. Tap the Sort by pick list and select an option. 4. Tap OK. To sort records in Address Book, Note Pad, and Memo Pad: 1. Open the application to display the list screen. 2. Tap the Menu icon 3.
Page 102: 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 103 3. Tap the Current Privacy pick list and select Hide Records. 4. Tap OK to confirm that you want to hide private records. To mask all private records: 1. Tap the Applications icon 2. Tap Security. 3. Tap the Current Privacy pick list and select Mask Records. 4.
Page 104: Attaching Notes
2. Enter your password, and then tap OK. To unmask individual records: 1. Tap a masked record. 2. Do one of the following: If you do not have a password, a masked record becomes visi- ble. If you have a password, the Show Private Records dialog box appears.
Page 105: Choosing Fonts
6. Tap Done. A small note icon appears at the right side of any item that has a note. To review or edit a note: 1. Tap the Note icon To delete a note: 1. Tap the Note icon 2. Tap Delete. 3.
Page 106: Reviewing Reminders
To change the font style: 1. Open an application. 2. Tap the Menu icon 3. Tap Options, and then tap Font. 4. Tap the font style you want to use. 5. Tap OK. Reviewing Reminders You can set alarms to notify you of appointments, notes, and alarms in Date Book, Note Pad, and Clock.
Page 107: Application-Specific Tasks
5. Tap Clear All to dismiss all reminders in the list. Note: If you tap Done or Snooze and view the reminder list later, the current time displays in the Reminder bar and the original alarm time displays with each list item. Application-specific tasks Date Book When you open Date Book, the screen shows the current date and a...
Page 108 2. Enter a description of the event. You can enter up to 255 characters. 3. If the event is one hour long, skip to step 5. If the event is longer or shorter than an hour, tap the time of the event to open the Set Time dialog box.
Page 109 Tap to automatically fill the start and end times 5. Tap OK. 6. Tap a blank area of the screen to deselect the event. A vertical line appears next to the time, indicating the duration of the event. Note: If an event has the same start and end time, the time is only displayed once.
Page 110 Previous year Tip: In the Go to Date dialog box, you can also use the scroll button on the front panel of the handheld to move forward or backward one month at a time. 2. After you locate the date, follow the steps for scheduling an event for the current day.
Page 111 5. Tap a blank area on the screen to deselect the untimed event. Note: If you create an event and decide later that there is no particular start or end time, you can easily change it to an untimed event. Tap the time of the event in the Date Book screen, tap No Time, and then tap OK.
Page 112 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.
Page 113 chapter for details. For example, you set an alarm for an untimed event that occurs on February 4th. If the alarm is set for 5 minutes, the reminder message appears at 11:55 PM on the night of February 3rd. The reminder remains in the reminder list until you turn on your handheld and dismiss it.
Page 114 7. Tap OK. After you schedule a repeating or continuous event, this icon appears to the far right of the event. Changing repeating or continuous events When you make changes to a repeating or continuous event, such as deleting or adding notes, or changing the time of an event, you can decide which of the events you want to change;...
Page 115 If you change the date of an occurrence of a repeating event (e.g., from January 14th to January 15th) and apply the change to all occurrences, the new date becomes the start date of the repeating event. Your handheld adjusts the end date to maintain the duration of the event.
Page 116 To display the Week View: 1. Tap the Week View button. Week View 2. Tap the navigation controls to move forward or backward a week at a time, or tap on a column to display details of an event. Note: The Week View also shows untimed events and events that are before and after the range of times shown.
Page 117 Tap any day or date that appears at the top of the Week View to move directly to that day without selecting an event. The Week View shows the time span defined by the Start Time and End Time in the Date Book Preferences settings. If you have an event before or after this time span, a bar appears at the top or bottom of that day's column.
Page 118: Working In Agenda View
Month View button You can control the dots and lines that appear in the Month View. See “Options menu” later in this chapter. Tips for using Month View: Tap a day in the Month View to display that day in the Day View. Tap the scroll arrows in the upper-right corner to move forward or backward a month.
Page 119 2. Tap the navigation controls to move forward or backward a day at a time, or to display more events and To Do items. Note: You can also change the category of To Do items shown. Click on the pick list to choose another category. See “To Do List”...
Page 120 Allows you to change Date Book’s appearance Display Options and which events display. Page 110 Activates the time bars that Show Time Bars. appear in the Day View. The time bars show the duration of an event and illustrate event conflicts.
Page 121: 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 122 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 handheld to display the Address list. 2. Tap New. Tap New 3. Enter the last name of the person you want to add to your Address Book.
Page 123 Sacramento and San Francisco in your Address Book. As you enter “S” Sacramento appears, and as you continue entering “a” and “n” San Francisco replaces Sacramento. As soon as the word you want appears, tap in the next field to accept the word. 7.
Page 124 4. Select a new label. Changing Address Entry details The Address Entry Details dialog box provides a variety of options that you can associate with an entry. To open the Address Entry Details dialog box: 1. Tap the entry whose details you want to change. 2.
Page 125 Address Book menus Address Book menus are shown here for your reference, and Address Book features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. The Record and Options menus differ depending on whether you’re displaying the Address list screen or the Address view screen.
Page 126 Preferences 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 Page 116...
Page 127: To Do List
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 handheld to display the To Do List.
Page 128: Changing To Do List Item Details
To set the priority of a To Do List item: 1. Tap the Priority number on the left side of the To Do List item. 2. Tap the Priority number that you want to set (1 is most important). Checking off a To Do List item You can check off a To Do List item to indicate that you’ve completed it.
Page 129 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.
Page 130 To Do Show Options The Show Options dialog box enables you to control the appearance of To Do List, and To Do items in Date Book Agenda view. To change the Show Options settings: 1. In To Do List, tap Show. 2.
Page 131 Show Due Displays the due dates associated with items Dates in the To Do List and displays an exclamation mark next to items that remain incomplete after the due date passes. Shows the priority setting for each item. Show Priorities Show Shows the category for each item.
Page 132: Note Pad
Note Pad A record in Note Pad is called a “note.” You can assign each note a title and store up to 999 notes on your handheld. To create a new note: 1. Press the Note Pad application button your handheld to open a new note. Note: If Note Pad is already running, tap New.
Page 133: Setting An Alarm For A Note
2. Review or edit the contents of the note. 3. Tap Done. Setting an alarm for a note You can set an alarm for a specific time and date to remind you to follow-up on a note. To set an alarm for a note: 1.
Page 134 7. Tap the year, month and date you want the alarm to sound. After you tap the date, the Set Alarm dialog box reappears. 8. Tap OK. 9. When the alarm goes off and the reminder message appears on screen, do one of the following: Tap OK to permanently dismiss the reminder and return to the current screen.
Page 135: Memo Pad
Note Pad menus Note Pad menus are shown here for your reference, and Note Pad features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. The Record and Options menus differ depending on whether you’re displaying the Note Pad list or an individual note.
Page 136 Tip: In the Memo list screen, you can also begin writing in the Graffiti writing area to create a new memo. The first letter is automatically capitalized and begins your new memo. 4. Enter the text you want to appear in the memo. Use the carriage return stroke to move down to new lines in the memo.
Page 137 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.
Page 138: Calculator
Calculator The Calculator includes several buttons to help you perform calculations. Clears the entire calculation and enables you to begin a fresh calculation. Clears the last number you entered. Use this button if you make a mistake while entering a number in the middle of a calculation.
Page 139 Recalls the stored value from memory and inserts it in the current calculation. Clears any value that is stored in the Calculator memory. Calculates the square root of a number. Enter the number, then tap the square root button. 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”...
Page 140: Clock
Options menus About Shows version information for Calculator. Calculator Clock Clock makes it easy for you to check the time and date, and provides a convenient travel alarm feature. See “Customizing your handheld” in Chapter 1 for details on setting the current date and time for all the applications on your handheld.
Page 141 5. When the alarm reminder message appears, do one of the following: Tap OK to permanently dismiss the reminder and return to the current screen. Tap Snooze to dismiss the reminder and return to the current screen. The reminder message appears again in five minutes, and an attention indicator blinks in the upper-left corner of the screen to remind you of the pending alarm.
Page 142: Expense
Allows you to choose which information appears Display Options on the Clock screen. Alarm Preferences About Clock Shows version information for Clock. 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.
Page 143 4. Enter the amount of the expense. 5. Tap the Expense type pick list and select a type from the list. Note: As soon as you select an expense type, your handheld saves your entry. If you do not select an expense type, it does not save the entry.
Page 144 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.
Page 145 Vendor and Lets you record the name of the vendor City (usually a company) associated with the expense and the city where the expense was incurred. For example, a business lunch might be at Rosie's Cafe (Vendor) in San Francisco (City).
Page 146 6. Tap OK. Defining a custom currency symbol If the currency you want to use is not in the list of countries, you can create your own custom country and currency symbol. To define a custom currency symbol: 1. Tap the Menu icon 2.
Page 147 Transferring your data to Microsoft Excel After you enter your expenses into the Expense application on your handheld, Palm Desktop software enables you to view and print the data with your computer. Note: You need Microsoft Excel version 5.0 (or later) to view and print your Expense data using one of the provided templates.
Page 148 (if allowed). Creating or printing an expense report Palm Desktop software makes it quick and easy to view and print your Expense data in a Microsoft Excel spreadsheet. To create or print an expense report: 1.
Page 149 Microsoft Excel. The templates have the extension .xlt and are stored in the template folder in the Palm Desktop software directory on your computer. To see what a template looks like before you use it, open the template in Microsoft Excel.
Page 150 If you want to streamline or customize your expense reports, you can change these templates. For example, you can add your company name to a template. See Appendix C for information on changing templates. To view your expense data using a Microsoft Excel template: 1.
Page 151 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.
Page 152 Preferences About Shows version information for Expense. Expense Page 142 Lets you select an expense Use automatic fill. 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.
Page 153: 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 also equipped with an IR port. Managing desktop E-Mail away from your desk...
Page 154: 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 155 To set up Mail on a Windows computer: 1. Click Start in the Windows taskbar. 2. Highlight Programs, highlight Palm Desktop software, and then click Mail Setup to begin setup. 3. Follow the instructions onscreen to set up your handheld for use with your desktop E-Mail application.
Page 156: Synchronizing Mail With Your E-Mail Application
1. Click the HotSync icon 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 157: Creating E-Mail Items
To open an e-mail item: Tap an e-mail item to open it. Recipient Subject To close an e-mail item: Tap Done to close the e-mail item. Displaying full header information By default, Mail displays abbreviated header information, which comprises only the From: and Subj: fields. The full header provides complete information about the sender, receiver, and copied recipients, in addition to the subject and date the e-mail item was created.
Page 158 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 159 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 To reply to an e-mail item: 1. Tap an e-mail item in the Message list to display it onscreen. 2.
Page 160: 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 161: Adding Details To E-Mail Items
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 162 Setting a priority To set a priority for your e-mail item: 1. In the New Message screen, tap Details. 2. Tap the Priority pick list and select the priority you want. 3. Tap OK. Tip: Your handheld can flag e-mail items with a specific priority only if your desktop E-Mail application supports this feature.
Page 163 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 164: Storing E-Mail To Be Sent Later
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.
Page 165: 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. 2. Tap the e-mail item you want to retrieve. 3. Tap Edit. Draft e-mail Sometimes you may not want to send an e-mail item immediately; for example, you may want to add additional information before sending it.
Page 166: Filing E-Mail
2. Tap the Menu icon 3. Tap Message, and then tap Save Draft. To edit an e-mail item saved as a draft: 1. In the Message list, tap Draft from the pick list in the upper-right corner. 2. Tap the draft you want to display. 3.
Page 167: Deleting E-Mail
3. Tap Edit to display and modify the item. Tip: After you display and modify the e-mail item, you can send it, save it as a draft, or return it to the Filed folder. Deleting e-mail Your handheld stores deleted e-mail in the Deleted folder until you perform the next HotSync operation.
Page 168: Message List Options
To purge the contents of the Deleted folder: 1. Tap the Menu icon 2. Tap Message, and then tap Purge Deleted. 3. Tap Yes. Note: You cannot restore e-mail items after you purge them. Message list options Message list options enable you to manage the way the Message list displays information.
Page 169: Hotsync Options
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.
Page 170 urgent e-mail during remote synchronization. Once defined, your handheld determines if synchronization is occurring locally or remotely and uses the appropriate settings for the HotSync operation. To open the HotSync Options dialog box: 1. Tap the Menu icon 2. Tap Options, and then tap HotSync Options. 3.
Page 171: 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 172 Ignoring or receiving e-mail The first step in establishing a special filter is to determine whether you want to ignore or retrieve e-mail that matches the information you specify. To define whether to ignore or receive e-mail: Tap the pick list in the center of the HotSync Options dialog box and select one of the following settings: Ignore Tells your handheld to exclude the e-mail...
Page 173 Retrieve Tells your handheld 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.
Page 174 To define a filter string: 1. Tap a header field in the HotSync Options dialog box. 2. Enter your filter string, using commas or spaces to separate the words. Do not add connectors, such as AND or OR, between words in a string. 3.
Page 175: Truncating E-Mail Items
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. Truncating e-mail items The Truncate feature lets you set a point at which long e-mail items truncate when downloading to your handheld.
Page 176: Mail Menus
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.
Page 177: 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 178 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 179 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 180 Page 170 Communicating Using Your Handheld...
Page 181: 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 182 With this option, the HotSync Manager synchronizes data even when Palm Desktop software is not running. Starts HotSync Manager and monitors requests automatically when you open Palm Desktop software.
Page 183 Identifies the port that HotSync Manager uses Serial Port to communicate with the cradle. The Palm Desktop installation software automatically detects the port to which you connected the cradle. If necessary, you can change the port selection. Note: Your handheld cannot share this port...
Page 184 To set the HotSync options on a Macintosh: 1. Double-click the HotSync Manager icon in the Palm folder. 2. Click the HotSync Controls tab and select any of the following options: HotSync Enabled/ Disabled Enable HotSync software at system startup...
Page 185 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 186 Determines the speed at which data Speed. 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 187 AppleTalk networking. 4. Close the HotSync Software Setup window. Chapter 7 Identifies the port that Palm Desktop Port. software uses to communicate with the modem. Select the USB, modem or printer port where you connected the modem cable.
Page 188: 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 189 8. Repeat steps 4 through 7 to change conduit settings for other applications. 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. Chapter 7 Page 179...
Page 190 3. From the User pop-up menu, select the appropriate user name. 4. Select an application in the Conduit list. 5. Click Conduit Settings. 6. Click the direction in which you want to write data, or click Do Nothing to skip data transfer for an application. Note: Changing the HotSync setting from the default affects only the next HotSync operation.
Page 191: Ir Hotsync Operations
IrCOMM implementation of the standards for infrared communication established by the Infrared Data Association (IrDA). This means that not only can you beam data to another Palm OS 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 192: Configuring Hotsync Manager For Infrared Communication
To install the extensions for infrared communication on a Macintosh: 1. Insert the Palm Desktop software CD-ROM into the CD-ROM drive on your Macintosh. 2. Open the Palm Extras folder. 3. Open the IrDA Files folder. 4. Open the Install in your System Folder.
Page 193 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 194: Performing An Ir Hotsync Operation
5. Under Local Setup, select Infrared Port from the Port pop-up menu. 6. Close the HotSync Software Setup window. Performing an IR HotSync operation After you complete the steps to prepare for performing an IR HotSync operation, it is easy to perform the actual operation. To perform an IR HotSync operation: 1.
Page 195: Returning To Cradle Hotsync Operations
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 196: Conducting A Hotsync Operation Via Modem
To perform a HotSync operation via modem you need the following: A modem connected to your computer. Palm Desktop software configured for use with the modem. A modem connected to your handheld. A configuration for the kind of modem connection you want to make.
Page 197 Determines the speed at which data is transferred. Try the As Fast As Possible rate first, and adjust downward if you experience problems. This setting allows Palm Desktop software and your handheld to find and use the fastest speed. Modem Identifies the modem type or manufacturer.
Page 198 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 199: Preparing Your Handheld
Preparing your handheld There are a few steps you must perform to prepare your handheld for a modem HotSync operation. To prepare your handheld for a modem HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon 3. Tap Modem. 4.
Page 200: Selecting The Conduits For A Modem Hotsync Operation
Note: If you plan to connect to your company’s dial-in server (network modem) instead of connecting to a computer modem, see “Conducting a HotSync operation via a network” later in this chapter. 6. Enter the telephone number to access the modem connected to your computer.
Page 201: Performing A Hotsync Operation Via A Modem
3. Tap the Modem icon synchronize the applications. 4. Wait for the HotSync operation to complete. If you have any problems conducting a successful HotSync operation, see Appendix B. Chapter 7 to dial the Palm Desktop modem and Page 191...
Page 202: 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 203 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 204 6. Tap OK. 7. Tap Select Service. Note: See “Network preferences and TCP/IP software” in Chapter 8 for information on creating a network connection. 8. Tap Service and select a service. Tap here 9. Tap Done. 10. Tap the Menu icon 11.
Page 205: 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 206: 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 into an handheld without associating that data with a user name.
Page 207 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 208 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 209: Chapter 8: Setting Preferences For Your Handheld
Configure your handheld for use with a network. Phone Configure your handheld to communicate with a 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 ® abbreviations.
Page 210: Viewing Preferences
Configure your handheld to make a wireless internet Clipping 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 211: 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. To change the Pen preferences: 1.
Page 212: 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 213: 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 214: 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 215: 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 216: Beam Receive
USB port of your desktop computer. (If you are using the optional serial cradle, the cradle attaches by its cable to a serial (COM) port of your computer.) Page 206 http://www.palm.com A local HotSync connection: the Setting Preferences for Your Handheld...
Page 217: Editing Connections
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. PC via Infrared: your handheld and the infrared device of your computer or laptop. Modem via Infrared: port of your handheld and a modem.
Page 218 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 219: Network Preferences And Tcp/Ip Software
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. To select a service: 1. Tap the Service pick list. Chapter 8 http://www.palm.com Page 209...
Page 220: Entering A User Name
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.
Page 221: Selecting A Connection
If you enter a password, your handheld displays the word “Assigned” in this field and does not prompt you to enter a password during the login procedure. Note: If you are concerned about security, select the Prompt option and do not enter a password. To enter a password: 1.
Page 222: Adding Telephone Settings
Adding telephone settings When you select the Phone field, your handheld opens a dialog box in which you define the telephone number you use to connect with your ISP or dial-in server. In addition, you can also define a prefix, disable Call Waiting, and give special instructions for using a calling card.
Page 223: Disabling Call Waiting
Select this box if you need to use a prefix 2. Enter the prefix. 3. Tap OK. Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected. If your telephone has Call Waiting, you need to disable this feature before logging into your ISP or dial-in server.
Page 224: Connecting To Your Service
For information about third- party applications that support 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.
Page 225: Creating Additional Service Templates
To close a connection: Tap Disconnect to terminate the connection between your handheld and your service. Creating additional service templates You can create additional service templates from scratch or by duplicating existing templates and editing information. After you create a new or duplicate template, you can add and edit settings. To add a new service template: 1.
Page 226 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; if that doesn’t work, ask your Internet Service Provider or your System Administrator for the correct connection type.
Page 227 Defining primary and secondary DNS The Domain Naming System (DNS) is a mechanism in the Internet for translating the names of host computers into IP addresses. When you enter a DNS number (or IP address), you are identifying a specific server that handles the translation services.
Page 228: Login Scripts
To identify dynamic IP addressing: Tap the IP Address check box to select it. To enter a permanent IP address: 1. Tap the IP Address check box to deselect it and display a permanent IP address field below the check box. 2.
Page 229: Creating A Login Script On Your Handheld
In the Login Script dialog box on your handheld, accessed from the Details dialog box in Network Preferences Note: You can also use non-ASCII and literal characters in your login script. See Appendix D for more information. Creating a login script on your handheld You can create login scripts by selecting commands from the Command pick list in the Login Script dialog.
Page 230 Tells your handheld to wait for specific Wait For characters from the TCP/IP server before executing the next command. Detects a challenge-response prompt coming Wait For from the server and then displays the dynamically Prompt generated challenge value. You then enter the challenge value into your token card, which in turn generates a response value for you to enter on your handheld.
Page 231: Plug-In Applications
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 232: Tcp/Ip Troubleshooting
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 233: Owner Preferences
Owner preferences The Owner Preferences screen enables you to record a name, company name, phone number, or any other information that you want to associate with your handheld. If you use the Security application to turn off and lock your handheld with a password, information that you put in the Owner Preferences displays the next time you turn on your handheld.
Page 234: Creating A Shortcut
Creating a ShortCut You can create a ShortCut for any words, letters, or numbers. All ShortCuts you create appear on the list in the ShortCut Preferences screen. All the ShortCuts are available in any of your handheld applications and are backed up on your computer when you perform a HotSync operation.
Page 235: 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 236 Page 226 Setting Preferences for Your Handheld...
Page 237: Appendix A: Maintaining Your Handheld
Appendix A Maintaining Your Handheld This chapter provides information on the following: Proper care of your handheld Prolonging battery life Resetting your handheld Caring for your handheld Your handheld is designed to be rugged and reliable and to provide years of trouble-free service. Please observe the following general tips when using your handheld: Take care not to scratch the screen of your handheld.
Page 238: 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 239: 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 240: 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 241 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. Changing the HotSync setting from the default affects Note: only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings.
Page 242 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 243: Appendix B: Frequently Asked Questions
Documentation folder on your installation CD The “Palm Support Assistant” knowledgebase, accessible at 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 US...
Page 244: 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. Try the following: 1. Disable any virus scanning software on your Macintosh.
Page 245: Operating Problems
Operating problems Problem I don’t see anything on my handheld’s screen. Appendix B Solution Try each of these in turn: Press an application button to ensure your handheld is turned on. Tap the Contrast icon right corner of the Graffiti if your handheld supports contrast adjustment (available on some models).
Page 246 I get a warning message telling me my handheld memory is full. My handheld keeps turning itself off. My handheld is not making any sounds. My handheld’s LED indicator is not blinking when alarms occur. My handheld does not vibrate when alarms occur.
Page 247: Tapping And Writing Problems
Tapping and writing problems Problem When I tap the buttons or screen icons, my handheld activates the wrong feature. When I tap the Menu icon , nothing happens. I can’t get my handheld to recognize my handwriting. Appendix B Solution Calibrate the screen.
Page 248: Application Problems
Memo Preferences setting. In other words, the sort settings you use with Palm Desktop software are not transferred to your handheld. In the Week View, you cannot select overlapping events that have the same start time.
Page 249: Hotsync Problems
On a Windows computer try these steps: Check the Windows system tray to 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 250 America Online, CompuServe, or WinFax, that uses the serial port you selected in the Setup dialog box. Backup the Palm Desktop software, uninstall it, then reinstall it. Make sure your handheld is seated in the cradle correctly.
Page 251 I tried to do a local HotSync operation, but it did not complete successfully. (continued) Appendix B On a Windows computer, try each step in turn: Make sure HotSync Manager is running. If it is running, close it, and restart it. Make sure you selected Local USB or Local Serial, as appropriate, from the HotSync Manager menu.
Page 252 I tried to do a local HotSync operation, but it did not complete successfully. (continued) I tried to do a modem HotSync operation, but it did not complete successfully. Page 242 If you are using the optional serial cradle, make sure you aren’t running a program, such as America Online, fax or telephony software, or AppleTalk networking that uses the serial port you...
Page 253 I tried to do a modem HotSync operation, but it did not complete successfully. (continued) Appendix B Make sure you are not running another program, such as WinFax, CompuServe, or America Online that uses the serial port you selected in the Setup dialog box. Make sure your modem resets before you try again.
Page 254 I tried to do a modem HotSync operation, but it did not complete successfully. (continued) I can’t perform an IR HotSync operation. Page 244 If the telephone line you are using has Call Waiting, make sure you selected the Disable call waiting option under Modem Sync Phone Setup on your handheld and entered the correct code.
Page 255 Appendix B Move your handheld away from the computer’s infrared port. Make a copy of your Palm folder. Uninstall, then reinstall Palm Desktop software. Turn on your handheld and tap the Applications icon. Tap the HotSync icon, then tap Local.
Page 256: Beaming Problems
I get a message telling me it is out of memory. Page 246 If the computer running Palm Desktop software synchronizes with more than one handheld, each handheld must have a unique name. Assign a user name to your handheld the first time you perform a HotSync operation.
Page 257: 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 Securi- ty to remove the password and de- lete all private records.
Page 258: 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 259: Appendix C: Creating A Custom Expense Report
Payment Method When you perform a HotSync 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.
Page 260: Customizing Existing Sample Templates
Four sample Expense Report templates come with Palm Desktop software. These templates are stored in the Template folder (which is in the same folder as the Palm Desktop software application). If the layout of one (or more) of these templates is appropriate for your reporting needs, you can easily customize the templates with your company name and other information.
Page 261: Determining The Layout Of The Expense Report
5. Click the Save as type drop-down list and choose Template (*.xlt). 6. Navigate to the Template folder (in the Palm Desktop software directory). If you do not need to change the Maptable.xls file, save the Note: template file with its original file name (e.g., Sample2.xlt).
Page 262: Analyzing Your Custom Expense Report
common for an Expense report to have more than one Section. For example, the following sample Expense Report named Sample3.xlt contains several Sections. Because your Expense data maps to row and column areas of your final report, different Sections require different definitions for the data mapping.
Page 263: Programming The Mapping Table
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.
Page 264 4. From the Edit menu, choose Copy. 5. Scroll down to a blank area of the Maptable.xls file (below the rows used for Sample4.xlt), and click on a row number to select a blank row. 6. From the Edit menu, choose Paste. A copy of the rows you selected in step 3 is pasted into the Maptable.xls file.
Page 265 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.
Page 266 dates appears in the light blue columns (14–17). In the Date cell, enter the row or column number where all the date information will be placed. In the Dates cell, enter the number of blank columns (or rows) separating the date fields. If there are no blank columns (or rows) between date entries, leave this number set to zero.
Page 267: Using Applications Other Than Microsoft Excel
snacks. In the previous example, all expense items would be populated into row/column 4 of the custom Expense Report. Complete the table. table are used to define the column or row number that corresponds to the description. Mark a Section for prepaid expenses (yellow column). map table is for prepaid (company paid) expenses, type a “yes”...
Page 268: Expense File Details
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. Shows the number of Expense application Trips categories, and lists each one followed by an “end”...
Page 269: Appendix D: Non-Ascii Characters For Login Scripts
Appendix D Non-ASCII Characters for Login Scripts The following information enables you to create custom login scripts that require non-ASCII characters. It is provided for advanced users who understand the use and requirements of such characters in a custom login script. Use of ^char You may use the caret ( ^ ) to transmit ASCII command characters.
Page 270 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 260 Non-ASCII Characters for Login Scripts...
Page 271: Product Regulatory Information
Responsible Party: Palm, Inc. 5470 Great America Parkway Santa Clara, California 95052 United States of America (408) 326-9000 Product Regulatory Information Palm™ m500 series Product Family Tested to Comply With FCC Standards FOR HOME OR OFFICE USE Page 261...
Page 272: Canadian Ices-003 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 273 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 274 Page 264 Product Regulatory Information...
Page 275: Index
Index ABA (Address Book archive file) 39 Accented characters Graffiti writing 35 onscreen keyboard 38 Add-on applications 46–51 Address Book *If Found Call* entry 113 adding custom fields 116 archive files (.aba) 39 business card for beaming 167 categorizing records 83 conduit for synchronizing 178 creating records 73, 111–113 deleting records 75...
Page 276 See also Infrared Bold font for text 95 Business card for beaming 167 Buttons preferences 200 Calculator buttons explained 128–129 memory 128 opening 72 overview 71 recent calculations 71, 129 Calibration 15, 203, 237 Call Waiting, disabling 190, 213 Calling card, using in phone settings 190, 214 Capital letters (Graffiti writing) 32 Card.
Page 277 To Do List items 117 Currency default 135 defining 136 for Expense items 134, 135 Current date 238 Current time 18 Custom currencies and symbols 136 expense reports 249–258 fields in Address Book 116 Customizing. See Preferences Cutting text 75 Cycling through views 68, 69, 70, 71 Data entry.
Page 278 See also PIM Dialing 115 Digitizer 15, 203, 237 DNS (Domain Naming System) 217 Double-booked events 107 Draft e-mail 155 Dragging memos into other applications stylus to activate features 201 using the stylus 15 Editing records 73–75 unsent e-mail 154 E-mail addresses in Address Book 113, 114 looking up 150–151...
Page 279 Formats preferences 203 Frozen handheld 236 Games 205 General preferences alarm LED setting 205 alarm sounds 205 alarm vibrate setting 205 auto-off delay 204 system sounds 205 Glossary. See Graffiti ShortCuts Graffiti accented characters 35 alphabet 29, 31 basic concepts 29 capital letters 32 Command stroke 20 defined 23...
Page 280 Infrared connections 207 HotSync operations 182–184, 207–208 port 5, 181 problems with IR HotSync operations 244 requirements for computer 181 Initialization string 208 Installing applications 46–50 conduit to install applications Desktop software 13 Mail. See Mail, desktop configuration International characters Graffiti writing 35 onscreen keyboard 38 IP address 215, 217...
Page 281 synchronizing 146 truncating 165 viewing e-mail 146 Maintenance information 227 Masking records 92 Memo Pad adding Address Book data to records 88–89 archive files (.mpa) 39 categorizing records 82 conduit for synchronizing 178 creating records 73, 125 deleting records 75, 104 dragging memos into other applications 71 fonts 95...
Page 282 Note Pad 70 To Do List 70 Organizer (Lotus PIM) 39 Outbox 154, 158 Outlook, connecting to 14, 240 Overlapping events 107 Owner preferences 223 Palm Desktop software. See Desktop software Passwords 52–57 changing 53 creating 52 deleting 53 for network 210...
Page 283 Quattro Pro, for expense reports 257 Range of times in Day view 111 Reading e-mail on handheld 146 Receipts, recording in Expense 134 Receiving data. See Beaming information Recharging the battery 11, 204 Records Address Book 111 beaming 167–168 choosing categories 82 creating 73 Date Book 97 defined 73...
Page 284 e-mail 147–149, 154 Serial port 173, 176, 177, 186, 188 Service selecting for network 209 templates 215, 221 Settings. See Preferences ShortCuts backing up 178 managing 224–225 menu commands 20 predefined 37 using 37 Showing dates in Mail list 158 Signature for e-mail 153–154 Soft reset 229 Sorting...
Page 285 pen stroke for 202 problems with 236 Turning on handheld application buttons 6 displaying owner’s name 223 power button 5 problems with 235 Undoing actions 74 Uninstalling Desktop software 51 Universal connector 9, 59, 206 Unresponsive handheld 236 Unsent e-mail, editing 154 Untimed events 97, 100, 101, 102 Updating data.
Page 286 Page 276 Index...

This manual is also suitable for:

M505 M515 M505 - os 4.0 33 mhz M515 - os 4.1 33 mhz

Palm m500 Series Handbook

About this Book

Chapter 1: Introduction to Your Handheld

Chapter 2: Entering Data in Your Handheld

Chapter 3: Managing Your Applications

Chapter 4: Using Expansion Features

Chapter 5: Using Your Basic Applications

Chapter 6: Communicating Using Your Handheld

Chapter 7: Advanced Hotsync® Operations

Chapter 8: Setting Preferences for Your Handheld

Appendix A: Maintaining Your Handheld

Appendix B: Frequently Asked Questions

Appendix C: Creating a Custom Expense Report

Appendix D: Non-ASCII Characters for Login Scripts

Product Regulatory Information

Index

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Summary of Contents for Palm m500 Series