Page 1 Handbook for the WorkPad PC Companion...
Page 2 Page ii Handbook for the WorkPad PC Companion...
Page 3 25-pin serial adapter. To order a HotSync cradle or adapter, go to the web site http:// www.palm.com. Palm™ Desktop software for IBM WorkPad 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 the WorkPad PC Companion...
Page 5 Contents Contents Contents Contents Contents: About This Book ... 1 Chapter 1: Introduction to Your PC Companion ... 3 Chapter 2: Entering Data in Your PC Companion... 29 Contents Page v...
Page 6 Chapter 3: Managing Your Applications... 41 Chapter 4: Using Expansion Features ... 55 Chapter 5: Using Your Basic Applications... 63 Page vi Handbook for the WorkPad PC Companion...
Page 7 Chapter 6: Communicating Using Your PC Companion .. 137 Contents Page vii...
Page 8 Chapter 7: Advanced HotSync® Operations... 165 Chapter 8: Setting Preferences for Your PC Companion ... 185 Page viii Handbook for the WorkPad PC Companion...
Page 9 Appendix A: Maintaining Your PC Companion... 211 Appendix B: Frequently Asked Questions ... 217 Appendix C: Creating a Custom Expense Report ... 237 Contents Page ix...
Page 10 Appendix D: Non-ASCII Characters for Login Scripts ... 247 Warranty and Other Product Information ... 249 Index ... 271 Page x Handbook for the WorkPad PC Companion...
Page 11 About This Book About This Book About This Book About This Book Welcome to the WorkPad PC companion. This handbook is designed to help you get up and running quickly on your PC companion. It describes all you need to know about how to use your PC companion and the applications that come with it.
Page 12 Page 2 About This Book...
Page 13 View, edit, and compose email on the run Track expenses for your expense report Synchronize your data with Palm Desktop software for IBM WorkPad on your computer so you always have a copy Insert Secure Digital (SD) cards or MultiMediaCard (MMC)
Page 14: System Requirements
Beam information to another Palm OS and has an IR (infrared) port System requirements To install and operate Palm Desktop software for IBM WorkPad, your computer system must meet the following requirements: Minimum requirements IBM-compatible Pentium-class computer Windows 98/Me/2000 (Windows 95/NT operating systems...
Page 15 WorkPad PC companion components Locating front panel controls IR port 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”...
Page 16 Screen Displays the applications and information stored in your PC companion. 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 17 Using the onscreen contrast control Some PC companions 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 Reset button Side channel for stylus 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 19: Upgrading From Another Palm Os Handheld
If you already own a Palm OS handheld, you must install the version of Palm Desktop software for IBM WorkPad that comes with your new PC companion. To upgrade quickly and easily, perform the tasks described in the following sections. Some tasks are specifically for upgrading.
Page 20: Connecting The Hotsync Cradle
Install the Palm Desktop software for IBM WorkPad that comes with your WorkPad PC companion. See “Installing Palm Desktop software for IBM WorkPad” later in this chapter for details. Perform a HotSync operation. See “Exchanging and updating data: HotSync operations” in Chapter 5 for details, or refer to Getting Started with the WorkPad PC Companion.
Page 21 4. Plug the AC adapter into any AC current outlet. Charging your PC companion Your PC companion contains a Lithium-ion polymer battery that is recharged each time you place the PC companion in the cradle. Just place your PC companion in the cradle for two hours for an initial charge before you use it.
Page 22: Palm Desktop Software For Ibm Workpad
PC companion to your computer and serves to back up all your data. Viewing and editing your data using Palm Desktop software for IBM WorkPad is optional. However, when you use it with your PC companion and the built-in HotSync technology, you can fully synchronize the information on your PC companion with the information on your computer.
Page 23 The following instructions guide you through installing Palm Desktop software for IBM WorkPad. After installation, refer to the online Help in Palm Desktop software for IBM WorkPad and the Quick Tour in Palm Desktop software for IBM WorkPad. To ensure a safe and uninterrupted installation of Palm Desktop software for IBM WorkPad, please print these instructions or refer to Getting Started with the WorkPad PC Companion.
Page 24 PIM. The conduit for Microsoft Outlook is included on the Palm Desktop software for IBM WorkPad CD-ROM; however you must install it in addition to the Palm Desktop software for IBM WorkPad. 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 PC companion screen is the basic action that gets things done on your PC companion. The first time you start your PC companion, setup instructions appear on the screen.
Page 26 Elements of the PC companion interface 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 Icons 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 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. 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 PC companion 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 PC companion 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 The menus and menu commands that are available depend on the application that is currently open. Also, the menus and menu commands vary depending on which part of the application you’re currently using. For example, in Memo Pad, the menus are different for the Memo list screen and the Memo screen.
Page 31: Entering Data
Using the onscreen keyboard Using Graffiti writing Using Note Pad Entering or importing data in Palm Desktop software for IBM WorkPad and then synchronizing with your PC companion 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.
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 for IBM WorkPad 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 WorkPad or the PIM you have installed to use with your PC companion. For details on entering information in Palm Desktop software for IBM WorkPad, refer to the online Help in Palm Desktop software for IBM WorkPad and the Quick Tour in Palm Desktop software for IBM WorkPad.
Page 35 Importing data If you already have data in a database on your computer, you can import it into Palm Desktop software for IBM WorkPad. 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 records to your PC companion without having to enter them manually.
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 PC companion, but it does not change the time of appointments set in Date Book. 3.
Page 38 Page 28 Introduction to Your PC Companion...
Page 39: Using Graffiti Writing To Enter Data
Chapter 2 Entering Data in Your PC Companion This chapter explains how to enter data into your PC companion by writing with the stylus in the Graffiti onscreen keyboard, by using the computer keyboard, or by importing data from another application. Using Graffiti writing to enter data Chapter 1 introduced Graffiti writing and briefly described how to use it to enter text in your applications.
Page 40 recognizes and displays the text character immediately. To accomplish single strokes, some Graffiti strokes are portions of the regular alphabet equivalents. The Graffiti writing area is divided into two parts: one for writing the letters of the alphabet and one for writing numbers. The small marks at the top and bottom of the Graffiti writing area indicate the two areas.
Page 41: Graffiti Tips
That’s all there is to it! When you lift the stylus from the screen, your PC companion 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 PC companion 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 PC companion: 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
PC companion. Most of the applications that came with your PC companion are also available in Palm Desktop software for IBM WorkPad and in most PIMs, so you don’t need to learn different applications. For more information on entering data on...
Page 49: Importing Data
Help in Palm Desktop software for IBM WorkPad and the Quick Tour in Palm Desktop software for IBM WorkPad. Importing data If you have data stored in computer applications such as spreadsheets and databases, or if you want to import data from another PC companion, you can transfer the data to your PC companion without having to key it in manually.
Page 50 You do not have to specify which fields correspond to the imported data. 7. To import data into the correct Palm Desktop for IBM WorkPad fields, drag fields in the left-hand column so that they are opposite the corresponding imported field on the right.
Page 51: Managing Your Applications
Chapter 3 Managing Your Applications This chapter explains how to switch between applications on your PC companion, 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: Categorizing Applications
Categorizing applications The category feature enables you to manage the number of application icons that appear onscreen in the Applications Launcher. You can assign an application to a category and then display a single category or all your applications. To categorize an application: 1.
Page 53: Changing The Applications Launcher Display
Changing the Applications Launcher display By default, the Applications Launcher displays each application as an icon. As an alternative, you can choose to show a list of applications. You can also choose to view the same category of applications each time you open the Applications Launcher.
Page 54: Installing And Removing Applications
To install add-on software on your PC companion: 1. On your computer, copy or download the application you want to install into the add-on folder in your Palm Desktop for IBM WorkPad directory on your computer. Note: If the software you download is compressed, you need to decompress it into this folder.
Page 55 3. Click Install. Tip: You can also access the Install Tool dialog by selecting Install Tool from the Palm Desktop for IBM WorkPad program group or by double-clicking any file with a PRC, PDB, PQA, PNC, or SCR file extension.
Page 56 7. Click Open. Note: Review the list of applications you selected in the Install Tool dialog box. If you do not want to install an application, select it, and then click Remove. (This does not remove the application from your computer; it simply removes it from the list of applications to install.) 8.
Page 57: Removing Applications
8. Tap Done. Removing Palm Desktop software for IBM WorkPad If you no longer want to use Palm Desktop software for IBM WorkPad, you can remove it from your computer. To remove Palm Desktop software for IBM WorkPad: 1. From the Windows Start menu, choose Settings, and then Control Panel.
Page 58: Assigning A Password
3. Click the Change or Remove Programs button. 4. Select Palm Desktop. 5. Click Change/Remove. 6. Click Yes in the Confirm File Deletion box. 7. Click OK. 8. Click Close. Note: You need to install the HotSync Manager from the installation CD if you want to synchronize data with another PIM.
Page 59: 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 PC companion, you can change or delete it at any time. You must enter the current password before you can change or delete it.
Page 60 4. Do one of the following: To change the password and hint, enter the new password and hint, and tap OK. To remove the password, tap Unassign. Locking your PC companion You can lock your PC companion so that it cannot be operated until your password is entered.
Page 61 4. Tap On power off. 5. Tap OK. To set your PC companion 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.
Page 62 5. Enter the inactive period, then select Minute(s) or Hour(s) from the pick list. 6. Tap OK. Important: If you lock your PC companion, you must enter the exact password to re-activate your PC companion. If you forget the password, your PC companion will present the hint you have entered to help you remember the password.
Page 63: Recovering From A Forgotten Password
4. Tap Off & Lock. 5. To start your PC companion, turn it on and then enter the password. Recovering from a forgotten password If you forget your password, your PC companion will display the password hint, if you entered one, to help you remember the password.
Page 64 Page 54 Managing Your Applications...
Page 65: Using Expansion Features
Chapter 4 Using Expansion Features Your PC companion 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 66: 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 PC companion securely. 2.
Page 67: Copying Applications To An Expansion Card
Switching between your PC companion and an expansion card When you use an expansion card, your PC companion creates and displays a new category that matches the name of the expansion card. You can easily switch between applications installed on your PC companion and on the expansion card.
Page 68: 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 69: 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 70: 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 71 Help Provides help text. Shows version information for Card Info. About Card Info Chapter 4 Page 61...
Page 72 Page 62 Using Expansion Features...
Page 73: Overview Of Basic Applications
Chapter 5 Using Your Basic Applications Your PC companion 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 74: Address Book
Display a chart of your appointments for an entire week. The Week View makes it easy to spot available times and any potential scheduling overlaps or conflicts. Display a monthly calendar to quickly spot days where you have morning, lunch, or afternoon appointments. Display an agenda showing appointments, untimed events, and your To Do items for the day.
Page 75 Define which phone number appears in the Address list for each Address Book entry. Attach a note to each Address Book entry, in which you can enter additional information about the entry. Assign Address Book entries to categories so that you can organize and view them in logical groups.
Page 76: Note Pad
Press the Note Pad application button on the front panel of your PC companion. Note Pad opens a new note so that you can begin writing immediately. Page 66 To Do List button Desktop software for IBM WorkPad ™ Using Your Basic Applications...
Page 77: Memo Pad
PC companion. Drag and drop memos into popular computer applications like Microsoft Word when you synchronize using Palm Desktop software for IBM WorkPad and HotSync technology. Assign memos to categories so that you can organize and view them in logical groups.
Page 78 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 79: Common Tasks
Clock Clock enables you to view the current time and date and to set an alarm. In Clock, you can do the following: View the current time and date. Open a preferences screen where you can set the time and date for all the applications on your PC companion.
Page 80: Editing Records
Editing records After you create a record, you can change, delete, or enter new text at any time. Two screen features tell you when your PC companion is in editing mode: A blinking cursor One or more dotted edit lines Edit line Note: In Note Pad you can write anywhere on the screen.
Page 81: Deleting Records
The following commands may appear in an Edit menu: Reverses the action of the last edit command. For Undo example, if you used Cut to remove text, Undo restores the text you removed. Undo also reverses deletions done by using backspace. Removes the selected text and stores it temporarily in the memory of your PC companion.
Page 82: 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 for IBM WorkPad, 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. (The archive check box does not appear in Note Pad because you can’t...
Page 83 The HotSync process automatically synchronizes — that is, exchanges and updates — data between your PC companion and Palm Desktop software for IBM WorkPad. Changes you make on your PC companion or Palm Desktop software for IBM WorkPad appear in both places after a HotSync operation.
Page 84 The following steps assume that you have already installed Palm Desktop software for IBM WorkPad. If you have not installed this software, see “Installing Palm Desktop software for IBM WorkPad” in Chapter 1 for instructions.
Page 85 2. If the HotSync Manager is not running, start it: On the desktop, click Start, and then choose Programs. Navigate to the Palm Desktop software for IBM WorkPad program group and choose HotSync Manager. Alternatively, you can start the Palm Desktop software for IBM WorkPad which automatically opens the HotSync Manager.
Page 86: Categorizing Records
Categorizing records Categorize records in the Address Book, To Do List, Note Pad, Memo Pad, and Expense applications so that they are grouped logically and are easy to review. (You can also categorize applications. See “Using the Applications Launcher” in Chapter 3 for more information.) When you create a record, your PC companion automatically places it in the category that is currently displayed.
Page 87 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 88 Tap here 2. Tap Edit Categories. 3. Tap New. 4. Enter the name of the new category, and then tap OK. 5. Tap OK. You can assign any of your records to the new category. To rename a category: 1. Tap the category pick list in the upper-right corner of the screen or list.
Page 89: Finding Information
4. Enter the new name for the category, and then tap OK. 5. Tap OK. Tip: You can group the records in two or more categories into one category by giving the categories the same name. For example, if you change the name of the Personal category to Business, all records formerly in the Personal category appear in the Business category.
Page 90 Looking up Address Book records When working with Address Book, the scroll button on the front panel of the PC companion 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 91 Tip: If you select text in an application before you tap Find, the selected text automatically appears in the Find dialog box. 2. Enter the text that you want to find. Find is not case-sensitive. For example, searching for the name “davidson”...
Page 92 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 93: 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 94 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 95: Making Records Private
Note: To make the list of your memos appear in Palm Desktop software for IBM WorkPad as you manually sorted it on your PC companion, open Memo Pad in Palm Desktop software for IBM WorkPad and click List by.
Page 96 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 97: 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 visible. If you have a password, the Show Private Records dialog box appears.
Page 98: Choosing Fonts
A small note icon appears at the right side of any item that has a note. To review or edit a note: Tap the Note icon To delete a note: 1. Tap the Note icon 2. Tap Delete. 3. Tap Yes. Choosing fonts In all basic applications except Expense, you can change the font style to make text easier to read.
Page 99: 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 100: Date Book
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 101 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 102 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 103 Previous year Tip: In the Go to Date dialog box, you can also use the scroll button on the front panel of the PC companion 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 104 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 105 To set an alarm for an event: 1. Tap the event to which you want to assign an alarm. 2. Tap Details. 3. Tap the Alarm check box to select it. The default setting, 5 Minutes, appears. 4. Tap the pick list to select Minutes, Hours, or Days. 5.
Page 106 Alarm for untimed events: event. In this case, the alarm triggers at the specified period of minutes, hours, or days before midnight (beginning) of the day of the untimed event. When the alarm triggers, the reminder list displays the alarm message until you clear it. See “Reviewing reminders” in this chapter for details.
Page 107 5. Enter a number that corresponds to how often you want the event to repeat on the Every line. For example, if you select Month and enter the number 2, the event repeats every other month. 6. To specify an end date for the repeating or continuous event, tap the End on pick list and tap Choose Date.
Page 108 Considerations for repeating or continuous events: points in mind. If you change the start date of a repeating event, your PC companion calculates the number of days you moved the event. Your PC companion then automatically changes the end date to maintain the duration of the repeating event.
Page 109 2. Drag the stylus below the title area and then lift it to redisplay the date. Note: You can also tap the Clock icon the Graffiti writing area to display the time for a few seconds. Working in Week View Week View shows the calendar of your events for an entire week.
Page 110 Tips for using Week View: To reschedule an event, tap and drag the event to a different time or day. Tap a blank time on any day to move to that day and have the time selected for a new event. Tap any day or date that appears at the top of the Week View to move directly to that day without selecting an event.
Page 111: Working In Month View
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. Month View button You can control the dots and lines that appear in the Month View. See “Options menu”...
Page 112 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.
Page 113 Record menu Options menu Allows you to change Date Book’s appearance Display Options and which events display. Chapter 5 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 114 Preferences Shows version information for Date Book. About Date Book Page 104 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 115 A record in Address Book is called an “entry.” You can create entries on your PC companion, or you can use Palm Desktop software for IBM WorkPad to create entries on your computer and then download the entries to your PC companion with your next HotSync operation.
Page 116 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 117 To select other types of phone numbers in an entry: 1. Tap the entry that you want to change. 2. Tap Edit. 3. Tap the pick list next to the label you want to change. 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.
Page 118 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 119 Dial Initiates dialing on an infrared-equipped mobile phone by sending the telephone number through the IR port on your PC companion to the phone. Options menus Address list Preferences Chapter 5 Remember last category. Address Book appears when you return to it from another application.
Page 120 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 121 Tip: If no To Do List item is currently selected, writing in the Graffiti writing area automatically creates a new item. Setting priority The priority setting for items lets you arrange the tasks in your To Do List according to their importance or urgency. The default setting for the To Do List is to arrange items by priority and due date, with priority 1 items at the top.
Page 122 Changing To Do List item details The To Do Item Details dialog box enables you to change settings for individual items. To display the To Do Item Details dialog box: 1. Tap the text of the item whose details you want to change. 2.
Page 123 Today Tomorrow One week later No Date Choose date 3. Tap OK. Tip: If you turn on the Show Due Dates option in the To Do Show options dialog, you can tap directly on the due date in the To Do List to open the pick list shown in step 2.
Page 124 Displays your completed items in the 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 125 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 PC companion. To create a new note: 1.
Page 126 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 127 6. Tap the Date box. 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 128 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 129 About Note Shows version information for Note Pad. 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 PC companion. A record in Memo Pad is called a “memo.” To create a new memo: 1.
Page 130 To review a memo: 1. In the Memo list, tap the text of the memo. 2. Review or edit the text in the memo. 3. Tap Done. Memo Pad menus Memo Pad menus are shown here for your reference, and Memo Pad features that are not explained elsewhere in this book are described here.
Page 131 Displays the Memo Preferences dialog box, Preferences where you define the sort order for memos. Shows version information for Memo Pad. About Memo Calculator The Calculator includes several buttons to help you perform calculations. Clears the entire calculation and enables you to begin a fresh calculation.
Page 132 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 133 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 134 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 135 Options menu Allows you to choose which information appears Display Options on the Clock screen. Alarm Preferences Shows version information for Clock. About 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 136 Tip: You can also create a new Expense item by writing on the number side of the Graffiti writing area while in the Expense list screen. The first number you write begins the amount of your new Expense item. 4. Enter the amount of the expense. 5.
Page 137 To change the date of an Expense item: 1. Tap the Expense item you want to change. 2. Tap the date of the selected item. 3. Tap the new date. Entering receipt details Expense provides a variety of options that you can associate with an item.
Page 138 Payment Lets you choose the payment method used to pay the Expense item. If the item is prepaid (such as airline tickets supplied by your company), you can choose Prepaid to place your expense in the appropriate company- paid cell of your printed expense report spreadsheet.
Page 139 2. Tap each Currency pick list and select the country whose currency you want to display on that line. 3. Tap OK to close the Select Currencies dialog box. 4. Tap OK. To change your default currency: 1. Open Expense. 2.
Page 140 4. Enter the name of the country and the symbol that you want to appear in Expense. 5. Tap OK to close the Currency Properties dialog box. 6. Tap OK. Note: If you want to use your custom currency symbol as the default for all Expense items, select the symbol in the Preferences dialog box.
Page 141 Transferring your data to Microsoft Excel After you enter your expenses into the Expense application on your PC companion, Palm Desktop software for IBM WorkPad 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 142 (if allowed). Creating or printing an expense report Palm Desktop software for IBM WorkPad 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 143 Microsoft Excel. The templates have the extension .xlt and are stored in the template folder in the Palm Desktop software for IBM WorkPad directory on your computer. To see what a template looks like before you use it, open the template in Microsoft Excel.
Page 144 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 145 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 146 Preferences Shows version information for Expense. About Expense Page 136 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 147 Chapter 6 Communicating Using Your PC Companion The previous chapter described the features of your PC companion that help you stay organized. This chapter describes the features that help you stay connected. Managing desktop E-Mail: reply to, compose, and delete e-mail from your Windows desktop E-Mail application while you’re away from your desk.
Page 148: 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 software for IBM WorkPad for use with your desktop E-Mail application. Your PC companion supports a number of desktop E-Mail applications, such as: Microsoft Exchange (version 5.0 or higher)
Page 149 To set up Mail: 1. Click Start in the Windows taskbar. 2. Highlight Programs, highlight Palm Desktop software for IBM WorkPad, and then click Mail Setup to begin setup. 3. Follow the instructions onscreen to set up your PC companion for use with your desktop E-Mail application.
Page 150 1. Click the HotSync icon 2. Choose Custom. Tip: You can also choose Custom from the HotSync menu in Palm Desktop software for IBM WorkPad. 3. Select Mail in the list box. 4. Click Change. 5. Modify your settings as needed.
Page 151 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 152 Creating e-mail items You create e-mail items with your PC companion the same way you create e-mail with your desktop E-Mail application: you identify the recipient(s) of the e-mail item, define a subject, and create the body of the e-mail item. You create original e-mail items and replies in the New Message screen.
Page 153 3. To send a copy of this e-mail item to additional recipients, tap the CC: field, and then enter the e-mail addresses of the additional recipients, separating the addresses with a comma followed by a space. 4. Tap the Subj: field and enter a subject for your e-mail item. 5.
Page 154: Looking Up An Address
5. Tap OK. 6. Enter the text of your reply. Tip: You have several options including setting the priority. See “Adding details to e-mail items” later in this chapter. 7. Tap Send to place your reply in the Outbox. Looking up an address To identify the recipient of an e-mail item, you need to enter that person’s e-mail address.
Page 155 letters. For example, writing an “s” scrolls to “Sanders,” and writing “sm” scrolls to “Smith.” 6. Tap an address to select it. 7. Tap Add. 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.
Page 156 The Priority and BCC settings are valid only for the current e-mail item and must be set for each item you create. Setting a priority To set a priority for your e-mail item: 1. In the New Message screen, tap Details. 2.
Page 157 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 158 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 159 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 160 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 161 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 162: Message List Options
Purging deleted e-mail Your PC companion 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 163 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. 2. Tap the Show Date check box to select it. 3.
Page 164: 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 PC companion. 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 165: Creating Special Filters
Filter During synchronization, all e-mail items in your PC companion Outbox are sent to your desktop E-Mail application, and items in your desktop E- Mail Inbox that meet specific criteria download to your PC companion. When you select the Filter setting, the HotSync Options dialog box opens and displays additional filter settings.
Page 166 To access the special filter settings: Tap the Filter box in the HotSync Options dialog box. 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 167 Tells your PC companion 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 168 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 169 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 desktop E-Mail application has the capacity to flag high-priority e-mail items.
Page 170: Mail Menus
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 171: Beaming Information
Beaming information Your PC companion 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 PC companion, behind the small dark shield.
Page 172 Tip: For best results, PC companions should be between 10 centimeters (approximately 4 inches) and 1 meter (approximately 39 inches) apart, and the path between the two PC companions must be clear of obstacles. Beaming distance to other Palm OS handhelds may be different. 5.
Page 173 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 174 Page 164 Communicating Using Your PC Companion...
Page 175: Selecting Hotsync Setup Options
WorkPad or another PIM such as Microsoft Outlook. To synchronize data, you must connect your PC companion and Palm Desktop software for IBM WorkPad. You can synchronize your data either directly or indirectly. Direct methods include placing your PC companion in the cradle attached to your computer, or using infrared communications.
Page 176 PC companion. With this option, the HotSync Manager synchronizes data even when Palm Desktop software for IBM WorkPad is not running. Starts HotSync Manager and monitors requests automatically when you open Palm Desktop software for IBM WorkPad.
Page 177 Determines the speed at which data is Speed transferred between your PC companion and Palm Desktop software for IBM WorkPad. Try the As Fast As Possible rate first, and adjust downward if you experience problems. This setting allows Palm Desktop software for IBM WorkPad and your PC companion to find and use the fastest speed.
Page 178: 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 PC companion or Palm Desktop software for IBM WorkPad, or to avoid synchronizing a particular type of file because you don’t use it.
Page 179: Ir Hotsync Operations
5. Click Change. 6. Click the direction in which you want to write data, or click Do Nothing to skip data transfer for an application. Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings.
Page 180: Preparing Your Computer For Infrared Communication
Preparing your computer for infrared communication Before you can perform a HotSync operation using the IR port, the computer with which you want to synchronize must fulfill these requirements: Your computer must support the IrCOMM implementation of the IrDA standards. Your computer must have an enabled infrared port that’s built into the computer, or an enabled infrared device attached to the computer.
Page 181: Performing An Ir Hotsync Operation
Note: See the documentation for your operating system for instructions on finding the simulated port. This information is usually located in the Control Panel. 6. Click OK. Note: If your cradle is connected to a USB port, you can continue using it while HotSync Manager is configured for infrared communication.
Page 182: Returning To Cradle Hotsync Operations
Returning to cradle HotSync operations It’s easy to return to using the cradle for HotSync operations. Note: If your cradle is connected to a USB port, you can continue using it while HotSync Manager is configured for infrared communication. Use the following instructions to return to Local USB cradle HotSync operations only when needed, such as when you have disconnected the cradle from the USB port.
Page 183: Conducting A Hotsync Operation Via Modem
After that, you can perform a modem HotSync operation. To perform a HotSync operation via modem you need the following: A modem connected to your computer. Palm Desktop software for IBM WorkPad configured for use with the modem. A modem connected to your PC companion.
Page 184 Try the As Fast As Possible rate first, and adjust downward if you experience problems. This setting allows Palm Desktop software for IBM WorkPad and your PC companion to find and use the fastest speed. Identifies the modem type or manufacturer.
Page 185 Preparing your PC companion There are a few steps you must perform to prepare your PC companion for a modem HotSync operation. To prepare your PC companion for a modem HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon 3.
Page 186: 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 187: Performing A Hotsync Operation Via A Modem
LAN or WAN (provided that the computer connected to the cradle also has the network HotSync technology installed, your computer is on, and the HotSync Manager is running). Chapter 7 to dial the Palm Desktop for IBM Page 177...
Page 188 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 for IBM WorkPad and PC companion software. You need to activate the feature, however, on both Palm Desktop software for IBM WorkPad and your PC companion.
Page 189 5. Click OK. 6. Place your PC companion in the cradle and perform a HotSync operation. The HotSync operation records network information about your computer on your PC companion. With this information, your PC companion can locate your computer when you perform a HotSync operation over the network.
Page 190: Performing A Network Hotsync Operation
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. Tap Options, then tap Conduit Setup. Follow the instructions in “Selecting the conduits for a modem HotSync operation”...
Page 191: Using File Link
Pad information onto your PC companion from a separate external file such as a company phone list. HotSync Manager stores the data in a separate category on your Palm Desktop software for IBM WorkPad and your PC companion. You can configure the File Link feature to check for changes to the external file when you perform a HotSync operation.
Page 192 5. Enter a unique name for the profile and click OK. 6. Repeat steps 3 and 4 for each profile that you want to create, and then click OK to return to Palm Desktop software for IBM WorkPad. 7. Select the profile from the User list and create the data for the profile (e.g., company phone list, etc.).
Page 193 5. Click Yes to transfer all the profile data to the PC companion. The next time you perform a HotSync operation, Palm Desktop software for IBM WorkPad prompts you to assign a user name to the PC companion. Chapter 7...
Page 194 Page 184 Advanced HotSync® Operations...
Page 195 Chapter 8 Setting Preferences for Your PC Companion The Preferences screens enable you to customize the configuration options on your PC companion, including the following: Set the auto shut-off interval, the Stay on in cradle General feature, the system, alarm, and game sounds, the Alarm Vibrate and LED features, and the Beam Receive feature.
Page 196: Viewing Preferences
Configure your PC companion 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. 4.
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. To change the Pen preferences: 1.
Page 198: Hotsync Buttons Preferences
Turn Off & Turns off and locks the PC companion. You Lock must assign a password to lock the PC companion. When locked, you need to enter the password to use your PC companion. Beams the current record to another Palm OS Beam Data handheld.
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 PC companion for the first time. You can recalibrate your screen after a hard reset, or if your digitizer drifts.
Page 200: General Preferences
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 PC companion. To select the time, date, week start, and numbers format: 1.
Page 201: Alarm Vibrate And Led Settings
To change the cradle setting: Tap the Stay on in Cradle check box to leave your PC companion on when it is in the cradle. System, alarm, and game sounds Your PC companion 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
Beam Receive You can choose to turn off the Beam Receive feature. This prohibits anyone from beaming information to your PC companion. It also results in a slight saving of battery power. To change the Beam Receive setting: Tap the Beam Receive pick list and select On or Off. Date and Time preferences The Date and Time Preferences screen enables you to set the date, time, time zone, and Daylight Saving option on your PC companion.
Page 203: Editing Connections
Palm Desktop software for IBM WorkPad. To edit the IR to Phone connection: 1. Select the IR to Phone connection and tap Edit.
Page 204 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 Palm Desktop software for IBM WorkPad and the HotSync application of your PC companion to perform a modem HotSync operation.
Page 205: Selecting A Service
After you configure both the Connection and Network Preferences, you can establish a PPP (Point-to-Point Protocol), SLIP (Serial Line Internet Protocol), or CSLIP (Compressed Serial Line Internet Protocol) connection with your ISP or dial-in server. You can do this either by using menu commands from the Network Preferences screen or by using a third-party application.
Page 206: Entering A Password
Note: Most dial-in servers do not accept spaces in the user name. Entering a password The Password box identifies the password you use to log into your server or ISP. Your entry in this field determines whether your PC companion prompts you to enter a password each time you log into your network: If you do not enter a password, your PC companion displays the word “Prompt”...
Page 207: Selecting A Connection
Note: The Password field updates to display the word “Assigned.” Selecting a connection Use the Connection setting to select the method you want to use to connect to your Internet Service Provider or a dial-in server. See “Connection preferences” earlier in this chapter for information about creating and configuring connection settings.
Page 208: Entering A Prefix
3. If you need to enter a prefix or disable Call Waiting, skip to those procedures. Otherwise, tap OK. Entering a prefix A prefix is a number that you dial before the telephone number to access an outside line. For example, many offices require that you dial “9”...
Page 209 To disable Call Waiting: 1. Tap the Disable call waiting check box to select it. Select this box if you need to disable Call Waiting 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.
Page 210: Connecting To Your Service
Note: It’s a good idea to add at least three commas before your calling card number to compensate for the queue delay. 3. Tap OK. Connecting to your service After you set your Connection and Network Preferences, establishing a connection to your Internet Service Provider (ISP) or your company’s network (dial-in server) is easy.
Page 211: Adding Detailed Information To A Service Template
Adding detailed information to a service template If you are using one of the predefined service templates, you probably only need to enter your user name and telephone number. If you are creating a new service template, you may need to provide additional information to your ISP or dial-in server.
Page 212 To set the Idle timeout: 1. Tap the Idle timeout pick list and select one of the following options: 1 minute Waits one minute for you to open another application before it drops the connection. Waits two minutes. 2 minutes 3 minutes Waits three minutes.
Page 213: Login Scripts
IP address Everyone who logs on to the Internet needs to have a unique identifier (an IP address), whether permanent or temporary. Some networks dynamically assign a temporary IP address when clients log in. The IP Address field lets you identify whether your network provides automatic (dynamic) temporary IP addressing.
Page 214 or network connection. The script is generally prepared by the System Administrator and distributed to users who need it. It automates the events that must take place in order to establish a connection between your PC companion and the corporate servers. You can create login scripts in two ways: In a text editor on your desktop computer, in which you create a file with the extension PNC, which you then install on your PC...
Page 215 3. Tap the command you want from the Command list. If the command requires additional information, a field appears to the right of it for you to enter the information. The following commands are available: Wait For Tells your PC companion to wait for specific characters from the TCP/IP server before executing the next command.
Page 216: Deleting A Service Template
Delay Tells your PC companion to wait a specific number of seconds before executing the next command in the login script. Reads an IP address and uses it as the IP address Get IP for your PC companion. This command is used with SLIP connections.
Page 217: Network Preferences Menu Commands
3. Tap the Menu icon 4. Tap Service, and then tap Delete. 5. Tap OK. Network preferences menu commands The Network Preferences screen includes menu commands to make it fast and easy to create and edit service templates. TCP/IP application menus are shown here for your reference.
Page 218: Owner Preferences
To view the Network Log: 1. Tap Options, and then tap View Log. 2. Tap the up and down arrows of the scroll bar to see the entire Network Log. 3. Tap Done. Adding a DNS number If your ISP or dial-in server requires a DNS number and you did not enter that information in the Network Preferences screen, it will appear that you successfully logged into your network.
Page 219: Shortcuts Preferences
If you assign a password with the Security application, the information in the Owner Preferences screen cannot be changed. In this case, an Unlock button appears at the bottom of the screen. To unlock the Owner Preferences screen: 1. Tap Unlock. 2.
Page 220: Editing A Shortcut
Tip: You may want to add a space (space character) after the last word in your ShortCut text. This way, a space automatically follows the ShortCut text. 4. Tap OK. Tip: To use a ShortCut, draw the ShortCut stroke followed by the ShortCut characters.
Page 221 Appendix A Maintaining Your PC Companion This appendix provides information on the following: Proper care of your PC companion Prolonging battery life Resetting your PC companion Caring for your PC companion Your PC companion is designed to be rugged and reliable and to provide years of trouble-free service.
Page 222: Battery Considerations
Battery considerations Please note the following considerations for the battery in your PC companion: Under normal conditions, your PC companion 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 PC companion off after a period of inactivity.
Page 223: Performing A Hard Reset
To perform a soft reset: Use the reset tip tool, or the tip of an unfolded paper clip (or similar object without a sharp tip), to gently press the reset button inside the hole on the back panel of your PC companion. Tip: The metal and plastic stylus that comes with your PC companion has a reset tip inside.
Page 224 Tip: You can also click the HotSync command on the Palm Desktop software for IBM WorkPad menu bar. 2. From the HotSync Manager menu, choose Custom. 3. Select the appropriate user name from the list.
Page 225 6. Select Desktop overwrites handheld. Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings. To use a new setting on an ongoing basis, select the Set As Default box. Thereafter, whatever you selected as the default setting is used when you click the Default button in the Custom dialog.
Page 226 Page 216 Maintaining Your PC Companion...
Page 227: Frequently Asked Questions
The most recent PC companion HelpNotes on your regional web site If you are still having problems, contact the IBM HelpCenter. For US and international telephone numbers, see “Getting help, service, and information” later in this appendix, or go to qtechinfo/MIGR-4HWSE3.com...
Page 228: Software Installation Problems
The Palm Desktop for IBM WorkPad Installer Menu did not appear when I inserted the CD- ROM into my computer. I cannot install Palm Desktop software for IBM WorkPad on my computer. Page 218 Solution 1. Click the Start button.
Page 229: Operating Problems
Operating problems Problem I don’t see anything on my PC companion’s screen. Appendix B Solution Try each of these in turn: Press an application button to ensure your PC companion is turned on. Tap the Contrast icon right corner of the Graffiti if your PC companion supports contrast adjustment (available on some models).
Page 230 I get a warning message telling me my PC companion memory is full. My PC companion keeps turning itself off. My PC companion is not making any sounds. My PC companion’s LED indicator is not blinking when alarms occur. My PC companion does not vibrate when alarms occur.
Page 231: Tapping And Writing Problems
Tapping and writing problems Problem When I tap the buttons or screen icons, my PC companion activates the wrong feature. When I tap the Menu icon , nothing happens. I can’t get my PC companion to recognize my handwriting. Appendix B Solution Calibrate the screen.
Page 232: Application Problems
Sort by is set to Manual. If you choose to view your memos alphabetically on Palm Desktop software for IBM WorkPad and then perform a HotSync operation, the memos on your PC companion still appear in the order defined in the Memo Preferences setting. In other...
Page 233 I entered the euro symbol, but after a HotSync operation it doesn’t appear in my Palm Desktop software for IBM WorkPad. Appendix B You must have fonts that include the euro symbol on your desktop computer. Check this web site for additional information: http://www.microsoft.com/windows/euro.asp...
Page 234: Hotsync Problems
America Online, CompuServe, or WinFax, that uses the serial port you selected in the Setup dialog box. Back up the Palm Desktop software for IBM WorkPad, uninstall it, then reinstall Frequently Asked Questions...
Page 235 HotSync cradle and the USB or serial port on your computer. Make sure the user name you selected in Palm Desktop software for IBM WorkPad matches the user name assigned to your PC companion. Make sure the date on your computer matches the date on your PC companion.
Page 236 I tried to do a modem HotSync operation, but it did not complete successfully. Page 226 Check the following on your computer: Make sure your computer is turned on and that it does not shut down automatically as part of an energy- saving feature.
Page 237 I tried to do a modem HotSync operation, but it did not complete successfully. (continued) I can’t perform an IR HotSync operation. Appendix B Check the following on your PC companion: Confirm that the telephone cable is securely attached to your modem. Make sure the dialing instruction dials the correct phone number.
Page 238 Local. If you have performed a HotSync operation successfully, but you cannot find the data from your PC companion on Palm Desktop software for IBM WorkPad, check to see you have the correct user name selected for viewing data.
Page 239 PC companion. Appendix B If the computer running Palm Desktop software for IBM WorkPad synchronizes with more than one PC companion, each PC companion must have a unique name. Assign a user name to your PC companion the first time you perform a HotSync operation.
Page 240: Beaming Problems
Beaming problems Problem I cannot beam data to another Palm OS handheld. When someone beams data to my PC companion, I get a message telling me it is out of memory. Page 230 Solution Confirm that your PC companion and the other Palm OS handheld are between ten centimeters (approximately 4") and one meter (approximately 39")
Page 241: Recharging Problems
Recharging problems Problem When I place my PC companion in the cradle, the LED indicator does not go Appendix B Solution Confirm that your PC companion is well seated in the cradle. Confirm that your recharger cable is properly connected to the back of the cradle’s USB or serial port connector that plugs into your computer.
Page 242: Password Problems
Then, you can follow these steps to restore your private entries: 1. Use the Palm Desktop software for IBM WorkPad and the cradle or infrared communication to synchronize your data. 2. Tap Forgotten Password in Security to remove the password and delete all private records.
Page 243: Hardware Warranty Summary
Getting help, service, and information If you need help, service, technical assistance, or just want more information about IBM products, you will find a wide variety of sources available from IBM to assist you. See the IBM WorkPad Home Page at Help is also available from bulletin boards and online services, as well as by fax and telephone.
Page 244: Getting Customer Support And Service
Getting customer support and service Purchasing an IBM product entitles you to standard help and support during the warranty period. If you need additional support and services, a wide variety of extended services are available for purchase that address almost any need.
Page 245 Country Name Phone Number South Africa 011-887-0999 Australia 131-426 China 800-810-1818 Hong Kong 2825-7799 Japan 0120-141-666 Korea 82-2-3284-1500 Malaysia 800-807-907 New Zealand 0800-472-435 Philippines 1800-611-0097 Singapore 800-6161-433 Taiwan 886-2-2725-9799 Thailand 001-800-611-0388 English Austria 01-24592-5901 Belgium 02-210 9820 02-210 9800 Denmark 53 25 01 91 Finland 9-22-931 840...
Page 246 Country Name Phone Number Spain 91-662 49 16 Sweden 08-751 52 27 Switzerland 0848-80 52 52 United Kingdom 01475-5555 055 Argentina 717-4357 Belize 1-919-517-2800 Bolivia (591-2) 361-555 Brazil 55-11-889-8986 Chile 800-20-3300 Colombia 623-2300(local) 9-800-18811 Costa Rica 506-233-6222 Ecuador 2-565-130 El Salvador 503-298-5011 Guatemala 502-331-5859...
Page 247: Creating A Custom Expense Report
Amount Payment Method When you perform a HotSync companion and Palm Desktop software for IBM WorkPad 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...
Page 248: Customizing Existing Sample Templates
Customizing existing sample templates Four sample Expense Report templates come with Palm Desktop software for IBM WorkPad. These templates are stored in the Template folder (which is in the same folder as the Palm Desktop software for IBM WorkPad application).
Page 249: 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 for IBM WorkPad directory). Note: If you do not need to change the Maptable.xls file, save the template file with its original file name (e.g., Sample2.xlt).
Page 250 Examples of both Fixed and Variable labels appear in the sample expense templates. Sections A Section is an area of the report that has common formatting. It is common for an Expense report to have more than one Section. For example, the following sample Expense Report named Sample3.xlt contains several Sections.
Page 251: Analyzing Your Custom Expense Report
Fixed or Variable Label for columns. Place a copy of your custom Expense Report in the Template folder (in the Palm Desktop software for IBM WorkPad directory). Change the file name so it has the file extension .xlt (which defines it as a Microsoft Excel template).
Page 252 If you did not modify an existing template, move to any table in the Maptable.xls file. 3. Select all the rows associated with the template name. To select the rows, click and drag on the row numbers (left side), so they appear highlighted.
Page 253 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 correspond to a Section of your custom Expense Report.
Page 254 # of Represents the total number of columns in the Columns Section, excluding any header or total columns. In other words, this includes only the number of columns in the Section where your PC companion data will be placed. The number of the first row of the Section that will be Start filled with your PC companion data.
Page 255 will be placed. Expense amounts can be entered in several different columns or rows if required by your template. Expense type labels must all appear in the same column. Enter the row or column numbers for the expense types that appear These settings appear in the aqua columns (20–48).
Page 256: Using Applications Other Than Microsoft Excel
Using applications other than Microsoft Excel You can use applications other than Microsoft Excel (such as Lotus 1-2-3 or Quattro Pro) to open and manipulate the Expense data on your computer. The data file is named “Expense.txt,” and is stored in the Expense folder, within the folder containing the PC companion user data.
Page 257: Carriage Return And Line Feed
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 258 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 248 Non-ASCII Characters for Login Scripts...
Page 259: Warranty And Other Product Information
Product warranties The following product warranties are included in this handbook. IBM U.K. Statement of Warranty IBM U. S., Canada, and Puerto Rico Statement of Limited Warranty Additional translations of the product warranties are included on the Palm Desktop software for IBM WorkPad CD-ROM. Refer to the ™...
Page 260 IBM in this Statement of Warranty apply only to Machines you pur- chase for your use, and not for resale, from IBM or your reseller. The term “Machine” means an IBM machine, its features, conversions, upgrades, elements, or accessories, or any combination of them.
Page 261: Warranty Service
Machines in, or restore them to, conformance with their Specifications. IBM or your reseller will inform you of the available types of service for a Machine based on its country of installation. IBM may repair the failing Ma- chine or exchange it at its discretion.
Page 262 IBM or your reseller of changes in a Machine’s location. IBM is responsible for loss of, or damage to, your Machine while it is 1) in IBM’s posses- sion or 2) in transit in those cases where IBM is responsible for the transportation charg-...
Page 263 SELLER IS INFORMED OF THEIR POSSIBILITY. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSE- QUENTIAL DAMAGES, SO THE ABOVE LIMITATION OR EXCLUSION MAY NOT APPLY TO YOU. Warranty and Other Product Information Page 253...
Page 264 Where IBM is in breach of a condition or warranty implied by the Trade Practices Act 1974, IBM’s liability is limited to the repair or replacement of the goods or the supply of equivalent goods. Where that condition or warranty relates to right to sell, quiet posses- sion or clear title, or the goods are of a kind ordinarily acquired for personal, domestic or household use or consumption, then none of the limitations in this paragraph apply.
Page 265 EGYPT: Limitation of Liability: The following replaces item 2 in this Section: 2. as to any other actual direct damages, IBM’s liability will be limited to the total amount you paid for the Machine that is the subject of the claim.
Page 266 In case IBM or your reseller are unable to repair an IBM Machine, you can alternatively ask for a partial refund as far as justified by the reduced value of the unrepaired Ma- chine or ask for a cancellation of the respective agreement for such Machine and get your money refunded.
Page 267 The following item is added to this paragraph: 3. breach of IBM’s obligations implied by Section 12 of the Sale of Goods Act 1979 or Section 2 of the Supply of Goods and Services Act 1982.
Page 268 IBM in this Statement of Limited Warranty apply only to Machines you purchase for your use, and not for resale, from IBM or your reseller. The term “Ma- chine” means an IBM machine, its features, conversions, upgrades, elements, or acces- sories, or any combination of them.
Page 269 Machines in, or restore them to, conformance with their Specifications. IBM or your reseller will inform you of the available types of service for a Machine based on its country of installation. IBM may repair the failing Ma- chine or exchange it at its discretion.
Page 270 IBM or your reseller of changes in a Machine’s location. IBM is responsible for loss of, or damage to, your Machine while it is 1) in IBM’s posses- sion or 2) in transit in those cases where IBM is responsible for the transportation charg-...
Page 271 SELLER IS INFORMED OF THEIR POSSIBILITY. SOME JURISDICTIONS DO NOT ALLOW THE EXCLUSION OR LIMITATION OF INCIDENTAL OR CONSE- QUENTIAL DAMAGES, SO THE ABOVE LIMITATION OR EXCLUSION MAY NOT APPLY TO YOU. Warranty and Other Product Information Page 261...
Page 272 Where IBM is in breach of a condition or warranty implied by the Trade Practices Act 1974, IBM’s liability is limited to the repair or replacement of the goods or the supply of equivalent goods. Where that condition or warranty relates to right to sell, quiet posses- sion or clear title, or the goods are of a kind ordinarily acquired for personal, domestic or household use or consumption, then none of the limitations in this paragraph apply.
Page 273 EGYPT: Limitation of Liability: The following replaces item 2 in this Section: 2. as to any other actual direct damages, IBM’s liability will be limited to the total amount you paid for the Machine that is the subject of the claim.
Page 274 In case IBM or your reseller are unable to repair an IBM Machine, you can alternatively ask for a partial refund as far as justified by the reduced value of the unrepaired Ma- chine or ask for a cancellation of the respective agreement for such Machine and get your money refunded.
Page 275 The following item is added to this paragraph: 3. breach of IBM’s obligations implied by Section 12 of the Sale of Goods Act 1979 or Sec- tion 2 of the Supply of Goods and Services Act 1982. Applicability of suppliers and resellers (unchanged).
Page 276: Year 2000 Readiness And Instructions
IBM intends to make these available in all countries in which IBM operates. Any refer- ence to an IBM product, program, or service is not intended to state or imply that only that IBM product, program, or service may be used. Subject to IBM’s valid intellectual property or other legally protectable rights, any functionally equivalent product, pro- gram, or service may be used instead of the IBM product, program, or service.
Page 277 IBM PCs. IBM encourages you to check periodically for up- dated information. Trademarks The following terms are trademarks or service marks of the IBM Corporation in the United States and other countries: WorkPad HelpCenter Other company, product, and service names may be trademarks or service marks of oth- ers.
Page 278: Electronic Emissions Notices
Federal Communications Commission (FCC) Statement IBM WorkPad PC companion This equipment has been tested by Palm, Inc., and found to comply with the limits for the Class B digital device, pursuant to Part 15 of the FCC Rules. These limits are de- signed to provide reasonable protection against harmful interference in a residential in- stallation.
Page 279: Australia And New Zealand Class A Statement
Cet appareil numerique de la classe B respecte toutes les exigences du Reglement sur le materiel brouilleur du Canada. Australia and New Zealand Class A Statement Attention: This is a Class A product. In a domestic environment this product may cause radio interference in which case the user may be required to take adequate measures.
Page 280 Page 270 Warranty and Other Product Information...
Page 281 Index ABA (Address Book archive file) 39 Accented characters Graffiti writing 35 onscreen keyboard 38 Add-on applications 44–47 Address Book *If Found Call* entry 110 adding custom fields 114 archive files (.aba) 39 business card for beaming 165 categorizing records 80 conduit for synchronizing 172 creating records 73, 109–110 deleting records 76...
Page 282 See also Infrared Bold font for text 92 Business card for beaming 165 Buttons preferences 190 Calculator buttons explained 125–126 memory 126 opening 72 overview 71 recent calculations 71, 126 Calibration 15, 193, 225 Call Waiting, disabling 180, 202 Calling card, using in phone settings 180, 203 Capital letters (Graffiti writing) 32 Card.
Page 283 default 133 defining 133 for Expense items 132 Current date 226 Current time 18 Custom currencies and symbols 133 expense reports 241–250 fields in Address Book 114 Customizing. See Preferences Cutting text 75 Cycling through views 68, 69, 70, 71 Data entry.
Page 284 Dialing 113 Digitizer 15, 193, 225 DNS (Domain Naming System) 206 Double-booked events 104 Draft e-mail 153 Dragging memos into other applications stylus to activate features 191 using the stylus 15 Editing records 74–75 unsent e-mail 152 E-mail addresses in Address Book 110, 112 looking up 148–149 E-mail items.
Page 285 Games 195 General preferences alarm LED setting 195 alarm sounds 195 alarm vibrate setting 195 auto-off delay 194 system sounds 195 Glossary. See Graffiti ShortCuts Graffiti accented characters 35 alphabet 29, 31 basic concepts 29 capital letters 32 Command stroke 20 defined 23 how to write characters 30 menu commands 20...
Page 286 applications 44 conduit to install applications Desktop software 13 Mail. See Mail, desktop configuration International characters Graffiti writing 35 onscreen keyboard 38 IP address 205, 207 IR port See also Beaming and Infrared IR. See Infrared IrCOMM 173, 197 IrDA (Infrared Data Association) 173 Items.
Page 287 creating records 73, 123 deleting records 76, 101 dragging memos into other applications 71 fonts 92 menus 124, 127 opening 71 overview 71 private records 91 reviewing memos 123 sorting records 88, 226 Memory amount of free 238 for beaming 234 Calculator 126 regaining 76, 224 Memos.
Page 288 Mail 144 Memo Pad 71 Note Pad 70 To Do List 70 Organizer (Lotus PIM) 39 Outbox 152, 156 Outlook, connecting to 14, 228 Overlapping events 104 Owner preferences 212 Palm Desktop software. See Desktop software Passwords 48–53 changing 49 creating 48 deleting 49 for network 200...
Page 289 Recharging the battery 11, 194 Records Address Book 109 beaming 165–166 choosing categories 80 creating 73 Date Book 94 defined 73 deleting 75, 101 displaying a category of 81 editing 74–75 Expense 129 fonts 92 hiding private 48, 89 lost 226 masking private 48, 89 Memo Pad 123 notes for 91–92...
Page 290 Showing dates in Mail list 157 Signature for e-mail 151–152 Soft reset 216 Sorting applications 42 e-mail items 157 records 87–89, 226 Sounds. See Alarm and System sounds Starting applications 18 Storing e-mail 154 Stylus dragging with 15 inserting in a side channel 8 pen stroke to activate a feature tapping with 15 writing with 8, 29...
Page 291 Universal connector 9, 55, 196 Unresponsive PC companion 224 Unsent e-mail, editing 152 Untimed events 94, 97, 98, 100 Updating data. See HotSync User name for ISP 199 identifying PC companion 212 User profiles 185 VCal 39 VCard 39 Vendor for Expense item 132 Vibrate alarm 195 Web Clipping preferences 190 Web sites 14...
Page 292 Page 282...

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