Page 1 Visor ™ Handheld User Guide Macintosh Edition...
Page 2 Use of the product indicates your acceptance of the terms of the warranty and the End User License Agreement. Software download available 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 www.handspring.com.
Page 3: Table Of Contents
Opening applications ...22 Using menus ...23 Four ways to enter data ...26 Customizing your handheld...30 Palm Desktop software ...31 Using your handheld with another PIM ...32 Installing a Springboard module ...33 Chapter 2: Entering Data in Your Handheld ...35 Using Graffiti writing to enter data ...35 Writing Graffiti characters ...35...
Page 4 Installing and removing applications ... 52 Installing add-on applications ... 52 Installing games ... 55 Removing applications ... 55 Removing Palm Desktop software ... 57 Security... 58 Assigning a password ... 59 Changing or deleting a password ... 59 Locking your handheld ... 60 Recovering from a forgotten password ...
Page 5 Sorting lists of records ...91 Making records private ...92 Hiding and masking private records ...92 Attaching notes ...95 Choosing fonts ...96 Chapter 6: Application Specific Tasks ...97 Date Book ...98 Scheduling an event ...98 Rescheduling an event ...102 Setting an alarm for an event ...102 Scheduling repeating or continuous events ...103 Changing the Date Book view ...106 Working in Week View ...106...
Page 6 Memo Pad menus ... 141 Calculator... 142 Selecting the Calculator mode ... 142 Using the Basic Calculator buttons ... 142 Displaying Recent Calculations ... 143 Using the Advanced Calculator mode ... 143 Using the Advanced Calculator buttons ... 144 Creating a custom view ... 153 Calculator menus ...
Page 7 Chapter 8: Advanced HotSync® Operations ...193 Selecting HotSync setup options...193 Customizing HotSync application settings ...196 IR HotSync operations ...197 Preparing your computer for infrared communication ...197 Configuring HotSync Manager for infrared communication .198 Performing an IR HotSync operation ...199 Returning to cradle HotSync operations ...199 Conducting a HotSync operation via modem...200 Preparing your computer ...200 Preparing your handheld ...202...
Page 8 ShortCuts preferences ... 232 Creating a ShortCut ... 232 Editing a ShortCut ... 233 Deleting a ShortCut ... 233 Appendix A: Maintaining Your Handheld ...235 Caring for your handheld... 235 Battery considerations... 236 Resetting your handheld ... 237 Performing a soft reset ... 237 Performing a warm reset ...
Page 9: About This Guide
About This Guide Welcome to the Visor™ handheld computer. This guide 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. It walks you through: Locating all the parts of your handheld Viewing and entering data...
Page 10 Page 10...
Page 11: Chapter 1: Introduction To Your Visor™ Handheld
To make sure you don’t lose any of this important information, you can synchronize your data with Palm Desktop software on your computer so you always have a backup copy. You can set different levels of security for your handheld so unauthorized eyes cannot view your data.
Page 12: System Requirements
Upgrade information If you already own a Palm OS that you install the version of Palm Desktop software that comes with your Visor handheld into the same folder as your current Palm Desktop software. When you install the new version in the same folder as the previous version, all your data is preserved.
Page 13 To upgrade: 1. Synchronize your old handheld with your old Palm Desktop software. This ensures that the latest information from your handheld is on your desktop computer. 2. (Optional) To ensure against any data loss, go to the folder that stores Palm Desktop software, copy your user name folder, and store the copy outside the Palm Desktop software folder.
Page 14: Visor Components
Visor components Locating front panel controls Contrast control Power button and backlight control Microphone Stylus Serves as the writing instrument used to enter data in your handheld. To use the stylus, slide the stylus out of the slot, and hold it as you would a pen or pencil. Handheld Displays the applications and information stored in your screen...
Page 15 Indicates the status of the battery as it charges. When indicator your handheld is in the cradle, the LED blinks while the battery charges and stays on after the battery is charged. When the silent alarm setting is active, the LED blinks as an alarm notification.
Page 16 Using the backlight If you have difficulty seeing the information on your handheld, you can use the backlight to illuminate your screen. To activate the backlight: Press the power button and hold it down for about two seconds. Release the button when the backlight turns on. Tip: In addition, you can assign the full-screen pen stroke to activate the backlight.
Page 17 IR port Uses infrared technology to transmit data to and receive data from other Palm OS handhelds. See “Beaming information” in Chapter 7 for more information. You can also use the IR port to update the information between your handheld and computer using HotSync technology.
Page 18: Charging The Battery
Charging the battery To use your handheld, you must connect the cradle and charge the battery. See “Battery considerations” in Appendix A for tips on extending the life of the battery. Connecting the cradle The cradle that comes with your handheld enables you to charge your handheld battery and to synchronize the information on your handheld using HotSync technology.
Page 19 Note: If you are unsure about the exact location of the USB port or serial port on your computer, refer to the manual supplied with the computer. 3. Plug the AC adapter into a wall outlet. To charge the battery: 1.
Page 20: 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 to get things done on your handheld. The first time you start your handheld, setup instructions appear on the screen.
Page 21: Elements Of The Handheld Interface
Elements of the handheld interface Icons Menu bar A set of commands that are specific to the application. Not all applications have a menu bar. Command Tap a button to perform a command. Command buttons buttons appear in dialog boxes and at the bottom of application screens.
Page 22: Opening Applications
Next/ Tap the up and down arrows to display the previous previous and next page of information; tap the left and right arrows arrows to display the previous and next record. Scroll bar Drag the slider, or tap the top or bottom arrow, to scroll the display one line at a time.
Page 23: Using Menus
To open an application: 1. Tap the Applications icon 2. Tap the icon of the application that you want to open. If you have many applications installed on your handheld, tap the scroll bar to see all of your applications. To find an application quickly, you can write the Graffiti Tip: character for the first letter of its name.
Page 24 Tap inverted tab Tap the Menu icon In this example, three menus are available: Record, Edit, and Options. The Record menu is selected and contains the commands New Memo, Delete Memo, and Beam Memo. Choosing a menu After you open the menu bar for an application, tap the menu that contains the command you want to use.
Page 25 To use the Graffiti menu commands: 1. In the Graffiti text area, draw a diagonal line from the lower left to upper right. The Command toolbar appears for about four seconds. 2. Immediately write the corresponding command letter in the Graffiti letter area.
Page 26: Four Ways To Enter Data
Four ways to enter data There are four ways to enter data into your handheld: Using Graffiti writing Using the onscreen keyboard Entering or importing data in Palm Desktop software and then synchronizing with your handheld Using an external keyboard Graffiti writing Your handheld includes Graffiti writing software as the primary system for entering text and numbers.
Page 27 Your handheld also includes Giraffe, a game you can use to practice Graffiti writing. See “Installing and removing applications” in Chapter 3 for installation instructions. The Memo Pad application is ideal for practicing Graffiti writing. This section explains how to open Memo Pad and use it to practice Graffiti writing.
Page 28 Onscreen keyboard When you create or edit a record in an application such as Address, you can open the onscreen alphabetic and numeric keyboards to enter data. After a keyboard is open, you can tap to open any of the other keyboards, including the international keyboard.
Page 29 If you have new records you want to add to your handheld and prefer to use the computer keyboard rather than the onscreen keyboard, enter the data in Palm Desktop software or the PIM you have installed to use with your handheld.
Page 30: Customizing Your Handheld
Customizing your handheld You can customize your handheld by using the Preferences application. You can enter personal information such as your name and address; change the time and date; view different date and time formats when you travel; turn off sounds; and configure your handheld to work with a modem or network.
Page 31: 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 32: Using Your Handheld With Another Pim
Installing Palm Desktop software The following instructions guide you through installing Palm Desktop software. After installation, refer to the online Help in Palm Desktop software for information about how to use the software. Note: You must install the software that comes with your Visor handheld even if you already installed Palm Desktop software for a previous Palm OS handheld.
Page 33: Installing A Springboard Module
Installing a Springboard module Springboard expansion modules enable you to extend the functions of your handheld. To install a Springboard module, simply remove the slot protector and insert the module in the Springboard expansion slot until the connectors are secure. Chapter 1 Page 33...
Page 34 Page 34 Introduction to Your Visor™ Handheld...
Page 35: Chapter 2: Entering Data In Your Handheld
Chapter 2 Entering Data in Your Handheld This chapter explains how to enter data into your Visor™ handheld computer, by writing with the stylus in the Graffiti using the onscreen keyboard, by using the computer keyboard, by using an external keyboard, or by importing data from another application.
Page 36 Most characters require only a single stroke. When you lift the stylus from the Graffiti writing area, your handheld 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.
Page 37: Graffiti Tips
3. Position the stylus in the left-hand side of the Graffiti writing area. 4. Start your stroke at the heavy dot and draw the stroke shape as it appears in the tables. 5. Lift the stylus from the screen at the end of the stroke shape. That’s all there is to it! When you lift the stylus from the screen, your handheld recognizes your stroke immediately and prints the letter at the insertion point on the screen.
Page 38: The Graffiti Alphabet
The Graffiti alphabet Letter Strokes Space Carriage Return Page 38 Letter Strokes Back Space tap twice Period Entering Data in Your Handheld...
Page 39: Writing Capital Letters
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 40: Graffiti Numbers
Graffiti numbers Number Strokes 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.
Page 41: Writing Symbols And Extended Characters
Symbol Period Comma Apostrophe Question Exclamation Additional Graffiti punctuation 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.
Page 42: Writing Accented Characters
Writing accented characters To create accented characters, draw the stroke normally used to create the letter, followed by an accent stroke. Graffiti writing then adds the accent to the letter. For example, the following diagram shows the strokes required to draw an accented “e.”...
Page 43: Navigation Strokes
Navigation strokes In addition to character symbols, Graffiti writing includes special strokes that you can use to navigate within text or fields in your applications. Command Move cursor right Move cursor left Previous field (Address only) Next Field (Address only) Open Address Record (Address only) Graffiti ShortCuts...
Page 44: Using The Onscreen Keyboard
Your handheld includes the following predefined Graffiti ShortCuts: Entry Date stamp Time stamp Date / time stamp Meeting Breakfast Lunch Dinner Using the onscreen keyboard You can open the onscreen keyboard anytime you need to enter text or numbers on your handheld. Note that you cannot enter Graffiti characters while using the onscreen keyboard.
Page 45: Using Your Computer Keyboard
All the main applications on your handheld are available in Palm Desktop software and in most PIMs. Refer to Palm Desktop online Help for more information on entering data on your computer.
Page 46 System 1.0. Simply use the Newton Connection Kit to export data from the Newton Names file, Date Book Calendar file, and Notepad, and then import the resulting files into Palm™ Desktop software. The Newton Connection Kit does not work with Newton Operating System 2.0.
Page 47: Using An External Keyboard
Using an external keyboard You can connect an optional keyboard accessory to the connector on your handheld so you can type data directly into your handheld. External keyboards are very helpful when you need to enter large amounts of data quickly and accurately while you are away from your computer.
Page 48 Page 48 Entering Data in Your Handheld...
Page 49: Chapter 3: Managing Your Applications
Chapter 3 Managing Your Applications This chapter explains how to switch between applications on your Visor™ handheld computer, 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. Using the Applications Launcher To open the Applications Launcher, tap the Applications icon Selecting applications...
Page 50 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 51: 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 52: Choosing Preferences
5. Tap OK. Installing and removing applications This section explains how to install and remove applications on your handheld and how to remove Palm™ Desktop software from your computer. Installing add-on applications Your handheld comes with the Date Book, Date Book Plus, Address, To Do List, Memo Pad, Expense, Calculator, CityTime, and Mail applications installed and ready to use.
Page 53 To install add-on software on your handheld: 1. Copy or download the application you want to install into the add- on folder in your Palm folder on your computer. Note: If the software you download is compressed, you need to decompress it into this folder.
Page 54 Page 54 Managing Your Applications...
Page 55: Installing Games
Note: Review the list of applications you selected in the Install Handheld Files dialog box. If you do not want to install an application, select it, and then click Remove From List. (This does not remove the application from your computer;...
Page 56 5. Tap Delete. 6. Tap Yes. 7. Tap Done. 8. Check the User in the Palm Desktop folder on your computer. If you find a PRC file for the application you just removed, delete the PRC file from the User folder.
Page 57: Removing Palm Desktop Software
2. Double-click the Palm Desktop CD icon on the desktop. 3. Double-click the Installer icon. 4. Click Continue on the splash screen and on the Palm Computing Readme file screen. 5. Click Agree on the End User Software License Agreement screen.
Page 58: Security
Tip: If you installed the Palm Desktop software in a different folder, use the file selector to find the folder that contains these files. 10. Click Remove Palm and then click OK. 11. Restart your Macintosh. Security Your handheld comes with a Security application so that unauthorized users cannot view the entries you wish to protect.
Page 59: Assigning A Password
Assigning a password You can assign a password to protect your private records and to lock your handheld. To assign a password: 1. Tap the Applications icon 2. Tap the Security icon 3. Tap the Password box. 4. Enter a password, and tap OK. Tap here 5.
Page 60: Locking Your Handheld
3. Tap OK. 4. Do one of the following: To change the password, enter the new password, and tap OK. To delete the password, tap Delete. Locking your handheld You can also lock your handheld so that you need to enter your password to operate it.
Page 61: Recovering From A Forgotten Password
Recovering from a forgotten password If you did not activate the Off & Lock feature and you forget your password, you can delete the password from your handheld. Deleting a forgotten password also deletes all entries and files marked as Private.
Page 62 Page 62 Managing Your Applications...
Page 63: Chapter 4: Overview Of Basic Applications
Chapter 4 Overview of Basic Applications This chapter briefly describes each application and how to open it. Your Visor™ handheld computer includes these basic applications: Date Book Date Book Plus Address To Do List Memo Pad Calculator CityTime Expense Chapter 4 Page 63...
Page 64: Date Book
Date Book Date Book lets you quickly and easily schedule appointments or any kind of activity associated with a time and date. In Date Book, you can do the following: Enter a description of your appointment and assign it to a specific time and date.
Page 65: Date Book Plus
Date Book Plus Date Book Plus is an enhanced version of the Date Book application. In addition to all the standard Date Book features, it provides a variety of advanced views and functions. In Date Book Plus, you can do the following: View To Do items in select calendar views.
Page 66: Address
Address Address enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. In Address, you can do the following: Quickly look up, enter, or duplicate names, addresses, phone numbers, and other information. Enter up to five phone numbers (home, work, fax, mobile, etc.) or e-mail addresses for each name.
Page 67: To Do List
To Do List To Do List is a convenient place to create reminders and prioritize the things that you have to do. In To Do List, you can do the following: Make a quick and convenient list of things to do. Assign a priority level to each task.
Page 68: Memo Pad
Take notes or write any kind of message on your handheld. Drag and drop memos into popular computer applications like Microsoft Word when you synchronize using Palm™ Desktop software and HotSync Assign memos to categories so that you can organize and view them in logical groups.
Page 69: Calculator
Calculator Calculator enables you to perform addition, subtraction, multiplication, division and a variety of advanced math and scientific calculations. In Calculator, you can do the following: Select a view to perform specific types of calculations including: math, trigonometry, finance, logic, statistics, weight/temp, length, area, and volume.
Page 70: Citytime
CityTime CityTime helps you keep track of the time anywhere around the globe. In CityTime, you can do the following: Select a home city as a point of reference. Display the day and time in four other cities simultaneously. Add a definition for any city that isn’t in the default list. Display sunrise and sunset information for your home city.
Page 71: Expense
Sort your expenses by date or expense type. To open Expense: 1. Tap the Applications icon 2. Tap the Expense icon Note: You cannot use the Macintosh version of Palm Desktop software to synchronize Expense data between your handheld and your computer. Chapter 4...
Page 72 Page 72 Overview of Basic Applications...
Page 73: Chapter 5: Common Tasks
Chapter 5 Common Tasks This chapter provides instructions on how to do tasks that you can do in most or all of the basic applications. It’s easy to transfer what you learn in one application to the others because the structure and behavior of all the applications are quite similar.
Page 74: 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 handheld is in editing mode: A blinking cursor One or more edit lines Edit line Entering text For information on how to enter text using Graffiti writing, the onscreen keyboard, or the keyboard attached to your computer, see...
Page 75 Undo Reverses the action of the last edit command. For example, if you used Cut to remove text, Undo restores the text you removed. Undo also reverses deletions done by using backspace. 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.
Page 76: Deleting Records
A confirmation dialog box appears. If you want to save a copy of the deleted item to an archive file in Palm Desktop software, be sure that the check box is checked. If you don’t want to save a copy, tap the check box to remove the check.
Page 77: Purging Records
Purging records Over time, as you use Date Book or Date Book Plus, To Do List, and Expense, you’ll accumulate records in these applications that have outlived their usefulness. For example, events that occurred months ago remain in the Date Book Plus, and To Do items that you marked as completed remain in the list, as do Expense items.
Page 78: Exchanging And Updating Data: Hotsync Operations
Chapter 8 before performing the following steps. Important: You must use the cradle for your first HotSync operation. The following steps assume that you have already installed the Palm Desktop software. If you have not installed this software, see “Installing Palm Desktop software”...
Page 79 To perform a local HotSync operation: 1. Insert your handheld into the cradle. 2. If the HotSync Manager is not enabled, activate it: Open Palm Desktop software, from the HotSync Menu, choose Setup. Click the HotSync Controls tab and select the Enabled option.
Page 80: Categorizing Records
The HotSync Progress dialog box appears and synchronization 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. Categorizing records Categorize records in the Address, To Do List, Memo Pad, and Expense applications so that they are grouped logically and are easy to review.
Page 81: System-Defined And User-Defined Categories
System-defined and user-defined categories By default, your handheld includes system-defined categories, such as All and Unfiled, and user-defined categories, such as Business and Personal. You cannot modify the system-defined categories, but you can rename and delete the user-defined categories. In addition, you can create your own user-defined categories.
Page 82 To display a category of records: 1. Tap the category pick list in the upper-right corner of the list screen. Tap here 2. Select the category you want to view. The list screen now displays only the records assigned to that category.
Page 83 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. 2.
Page 84: Finding Records
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 85 To use the Look Up line to find an Address 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 86 Press to find last names that begin with A-L Press to find last names that begin with M-Z 4. Continue pressing the application buttons to narrow the list based on the second, third, forth, etc. letters of the name. For example, to find the name Jan Vanderlin: a.
Page 87: Using Find
Fast Lookup tips To start a new search, press the top scroll button. In scroll mode, you must exit and reenter Fast Lookup to begin a new search. If the name you want is the only one that matches the ranges you selected, the address opens.
Page 88: Using Phone Lookup
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. 4.
Page 89 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 90 Looking up names to add to expense records In Expense, Lookup displays the names in your Address list that have data in the Company field. You can add these names to a list of attendees associated with an Expense record. To add names to an Expense record: 1.
Page 91: Sorting Lists Of Records
To sort the Memo list manually, tap and drag a memo to a new location in the list. Note: To make the list of your memos appear in Palm Desktop software as you manually sorted it on your handheld, open Memo Pad in Palm Desktop software and click List by.
Page 92: Making Records Private
Making records private In all basic applications, except Mail and Expense, you can make individual records private. Private records remain visible and accessible, however, until you select the Security setting to hide or mask all private records. See “Security” in Chapter 3 for more information.
Page 93 To display all private records: 1. Tap the Applications icon 2. Tap Security. 3. Tap the Current Privacy pick list. 4. Tap Show Records. If you do not have a password, private records become visible. If you have a password, the Show Private Records dialog box appears.
Page 94 To display all private records in a specific application: 1. Open the application in which you want to display the records. 2. Tap the Menu icon 3. Tap Options, and then tap Security. 4. Tap the Current Privacy pick list. 5.
Page 95: Attaching Notes
Attaching notes In all basic applications except Memo Pad, you can attach a note to a record. A note can be up to several thousand characters long. For example, for an appointment in Date Book Plus, you can attach a note with directions to the location.
Page 96: Choosing Fonts
Choosing fonts In all basic applications except Expense, you can change the font style to make text easier to read. You can choose a different font style for each application. Large font Small font Bold font To change the font style: 1.
Page 97: Chapter 6: Application Specific Tasks
Chapter 6 Application Specific Tasks This chapter is organized by application and gives instructions on how to do tasks that are specific to each of the following applications: Date Book Date Book Plus Address To Do List Memo Pad Calculator CityTime Expense Chapter 6...
Page 98: Date Book
Date Book When you open Date Book, the screen shows the current date and a list of times for a normal business day. Scheduling an event A record in Date Book is called an “event.” An event can be any kind of activity that you associate with a day.
Page 99 3. If the event is one hour long, skip to step 7. If the event is longer or shorter than an hour, tap the time of the event to open the Set Time dialog box. Tip: You can also open the Set Time dialog (to select a start time) by making sure no event is selected, and then writing a number on the number side of the Graffiti writing area.
Page 100 To schedule an event for another day: 1. Select the date you want for the event by doing one of the following: Tap the day of the week that you want in the date bar at the top of the screen. If necessary, tap the Previous week or Next week scroll arrows to move to another week.
Page 101 To schedule an untimed event: 1. Select the date that you want for the event as described in “To schedule an event for another day.” 2. Tap New. 3. Tap OK, so that no start or end times are defined for the new event. Tip: You can also create a new untimed event by making sure no event is selected and then writing letters in the Graffiti...
Page 102: Rescheduling An Event
Rescheduling an event You can easily make changes to your schedule with your handheld. To reschedule an event: 1. Tap the event you want to reschedule. 2. Tap Details. 3. To change the time, tap the Time box and select a new time. 4.
Page 103: Scheduling Repeating Or Continuous Events
: You can set a silent alarm for an untimed event. Alarm for untimed events In this case, the alarm triggers at the specified period of minutes, hours, or days before midnight (beginning) of the day of the untimed event. No audible alarm sounds for an untimed event; instead, the reminder message appears onscreen.
Page 104 3. Tap the Repeat box to open the Change Repeat dialog box. 4. Tap Day, Week, Month, or Year to set how often event repeats. For a continuous event, tap Day. 5. Enter a number that corresponds to how often you want the event to repeat on the Every line.
Page 105 . Changes or deletes only the current instance of the re- Current peating event. Changes or deletes the current event and all future oc- Future. currences of this event. Changes or deletes all past, current, and future occurrences All. of this event. Considerations for repeating or continuous events Keep the following points in mind: If you change the start date of a repeating event, your handheld...
Page 106: Changing The Date Book View
Changing the Date Book view In addition to displaying the calendar for a specific day, you can also display a whole week or month, as well as the current time. Note: The Date Book Plus application includes additional calendar views and extended features. You can select Date Book Plus as your default Date Book application.
Page 107 Previous week 3. Tap an event to show a description of the event. Tips for using Week View Keep the following points in mind: To reschedule an event, tap and drag the event to a different time or day. Tap a blank time on any day to move to that day and have the time selected for a new event.
Page 108: 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 109: Spotting Event Conflicts
Tips for using Agenda view Tap any appointment while in Agenda view to display the Day View of the appointment. Check off completed To Do items in the Agenda view, or click a description of an item to go directly into the To Do List application.
Page 110: Date Book Menus
Date Book menus Date Book menus are shown here for your reference, and Date Book features that are not explained elsewhere in this guide are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Record menu Options menu Week View Day View...
Page 111 Display Options Enables you to change Date Book’s appearance and which events display. Chapter 6 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 112 Preferences About Date Shows version information for Date Book. Book Page 112 Defines the start and end times Start/End Time. for Date Book screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down.
Page 113: Date Book Plus
Date Book Plus In addition to all the standard Date Book features, Date Book Plus provides three extra views: Week View with Text, Year View, and List View. Date Book Plus also includes useful features such as floating events, To Do List integration, the Daily Journal, and templates. This section describes the views and features which are unique to Date Book Plus.
Page 114: Working In Year View
Working in Year View The Year View shows an overview of your calendar for an entire year. Description of event on selected date Indicates selected date Year View button Tips for using Year View Keep the following points in mind: Tap a day to display events for that day in the title bar.
Page 115: Working In List View
Working in List View The List View is a text oriented view that is integrated with To Do List. It displays a list of events and To Do items for the selected week(s). Selected week’s dates Tips for using List View Keep the following points in mind: Tap a line to select it.
Page 116 You can distinguish a floating event from an integrated To Do item by the circle that appears next to the floating event (in place of the To Do item priority number and check box). Floating events appear in alphabetical order at the top of the Day View screen between any integrated To Do items and untimed events.
Page 117: Working With To Do Items
Working with To Do items Date Book Plus can create and display To Do items. To Do items appear in priority order at the top of the Day View screen. To create To Do items in Date Book Plus: 1. Tap the Day View button. 2.
Page 118: Using The Daily Journal
Using the Daily Journal You can use the Daily Journal feature to record events as they occur. Events are recorded with automatic time-stamping as Date Book Plus Notes so they do not clutter your schedule. The Daily Journal is especially useful for tracking activities such as sales calls, start and end times for consulting or other work, or keeping a record of how you spend your time at the office.
Page 119: Using Templates
Using templates You can use templates to create a list of standard events. You can then select an event from this list and add it to your calendar. Since Date Book Plus saves all the event attributes, including alarms and notes, templates can really save you time when entering reminder notices or events that recur on different days and times.
Page 120: Using Snooze Alarms
Using snooze alarms When you set alarms in Date Book Plus, the Reminder & Snooze dialog box appears in place of the standard reminder message. You can use this dialog box to reset the alarm to notify you in a specified period of time.
Page 121 Record menu New To Do Creates a new To Do item and adds it to your Date Book Plus and To Do List database. Duplicate Item Creates a copy of the selected event and opens the Details dialog box for the new event. UnDelete from Restores the last event you deleted from Date Archive...
Page 122 Preferences Page 122 Defines the start and end times Start/End Time. for Date Book Plus screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down. Defines the default duration for Event Duration.
Page 123 Display Options 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 . Controls how times Compress Day View appear in the Day View. When Compress Day View is off, all time slots display.
Page 124 Alarm Preferences Page 124 Sets whether an alarm tone Silent/Sound. sounds. The Silent option blinks the LED on the power button when an alarm would normally sound. Sets how many minutes the LED Blink for. blinks for Silent alarms. The choices are 1 minute, 3 minutes, 5 minutes, 10 minutes, and 15 minutes.
Page 125 To Do Preferences Go to Week Enables you to jump to a specific week by tapping the week number in the current year. Chapter 6 Displays the To Do items in the Show Categories. categories you select. Displays To Do items with Priorities Displayed.
Page 126 Week Preferences Page 126 Defines the format of the time Time Format. display. The choices are No Time, 11p, 11:30p, 23, 23:30. Defines where To Do items will Display To Do. appear on the Date Book Plus screen. The choices are Top, Bottom, and Hide. Defines the first day of the week for Week Start.
Page 127 Month Preferences Year Preferences Chapter 6 Displays events that you Show Timed Events. assigned to a specific time. Displays events that you Show Untimed Events. assigned to a date, but did not assign to a specific time. Show Daily Repeating Events. repeat each day.
Page 128 List View Preferences About Date Shows version information for Date Book Plus. Book+ Page 128 Determines which type of events Date Book. appear in the List View display. The choices are: Appt, Float, Done, Alarms Only, and Repeat events only appear once. Determines which type of To Do items To Do.
Page 129: Address
Palm Desktop software also has data import capabilities that enable you to load database files into Address on your handheld. See “Importing data” in Chapter 2 and Palm Desktop online Help for more information. To create a new Address entry: 1.
Page 130: Duplicating An Entry
4. Use the Next Field Graffiti stroke to move to the First Name 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. 7.
Page 131: Selecting Types Of Phone Numbers
Selecting types of phone numbers You can select the types of phone numbers or e-mail addresses that you associate with an Address entry. Any changes you make apply only to the current entry. To select other types of phone numbers in an entry: 1.
Page 132: Address Menus
Show in List Select which type of phone or other information appears in the Address list screen. Your options are Work, Home, Fax, Other, and E-mail. Category Assign the entry to a category. Private Hide this entry when Security is turned on. Address menus Address menus are shown here for your reference, and Address features that are not explained elsewhere in this guide are described...
Page 133 Preferences Dial The Dial Preferences menu option appears only Preferences when you have a Springboard module that supports dialing functions installed, such as a VisorPhone or modem module. Chapter 6 Remember last category. Address appears when you return to it from another application.
Page 134 Rename Custom These custom fields appear at the end of the 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. About Address Shows version information for Address.
Page 135: To Do List
To Do List A To Do 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 item: 1. Press the To Do List application button handheld to display the list of To Do items.
Page 136: Checking Off A To Do Item
To set the priority of a To Do item: 1. Tap the Priority number on the left side of the To Do item. 2. Tap the Priority number that you want to set (1 is most important). Checking off a To Do item You can check off a To Do item to indicate that you’ve completed it.
Page 137: Setting A Due Date
To display the To Do Item Details dialog box: 1. Tap the text of the item whose details you want to change. 2. Tap Details. Setting a due date You can associate a due date with any To Do item. You can also sort the items that appear in the list based on their due date.
Page 138: To Do Show Options
To Do Show Options The Show Options dialog box enables you to control the appearance of the To Do list screen. To change the Show Options settings: 1. In To Do list screen, tap Show. 2. Select any of the following settings: Show Completed Items...
Page 139: To Do List Menus
Show Due Dates Displays the due dates associated with To Do Show Priorities Show Categories 3. Tap OK. To Do List menus To Do List menus are shown here for your reference, and To Do List features that are not explained elsewhere in this guide are described here.
Page 140: Memo 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 handheld. A record in Memo Pad is called a “memo.” To create a new memo: 1.
Page 141: Memo Pad Menus
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 guide are described here. See “Using menus” in Chapter 1 for information about choosing menu commands.
Page 142: Calculator
Calculator Calculator includes two operating modes: Basic and Advanced. In Basic mode you can perform simple mathematical calculations. In Advanced mode you can access scientific functions and perform sophisticated math calculations. This section explains how to select the operating mode and use the buttons and menu options available in each mode.
Page 143: Displaying Recent Calculations
Recalls the stored value from memory and inserts it in the current calculation. Clears any value that is stored in the Calculator memory. Displaying Recent Calculations The Basic Calculator’s Recent Calculations command enables you to review the last series of calculations and is particularly useful for confirming a series of “chain”...
Page 144: Using The Advanced Calculator Buttons
Using the Advanced Calculator buttons In addition to most of the Basic Calculator buttons, the Primary buttons are available in all the Advanced Calculator views. The remaining buttons are available only in specific views. The information that follows provides an overview of the Advanced Calculator functions.
Page 145 Calculates the square root of the current number. Calculates the inverse of x to the y power. Calculates the common (base 10) logarithm. Calculates the natural (base e) logarithm. Displays the remainder of x/y. Displays the decimal portion of a decimal value. Trigonometry buttons Calculates the sine of the current number.
Page 146 Finance buttons Finance buttons enable you to find an unknown variable value based on a group of known variable values. For example, to calculate the monthly payment for a 30-year home loan of $100,000 with an annual interest rate of 8%, you would enter the following variables: Payments/year = 12 N = 360 (30 years x 12 months)
Page 147 Stores the current number as the total number of payments over the life of the loan. Stores the current number as the annual percentage rate of interest. Stores the current number as the number of payments per year. Stores the current number as the initial loan amount. Stores the current number as the payment amount.
Page 148 Logic buttons Shifts the value to the left and fills the new places with zeros. Enters D in a hexadecimal calculation. Enters E in a hexadecimal calculation. Enters F in a hexadecimal calculation. Calculates bit-by-bit commonalities between two arguments. Calculates bit-by-bit unique occurrences in two arguments.
Page 149 Calculates the square of the sum of the values in the statistics memory list. Opens the Statistical Data dialog box where you can view, edit, delete, and clear values in the statistics memory list. Displays the number of values in the statistics memory list.
Page 150 Indicates the current value is entered in kilograms. When you tap this button after tapping another unit of measure, it converts the value to kilograms. Indicates the current value is entered in metric tons. When you tap this button after tapping another unit of measure, it converts the value to metric tons.
Page 151 Indicates the current value is entered in centimeters. When you tap this button after tapping another unit of measure, it converts the value to centimeters. Indicates the current value is entered in meters. When you tap this button after tapping another unit of measure, it converts the value to meters.
Page 152 Indicates the current value is entered in hectares. When you tap this button after tapping another unit of measure, it converts the value to hectares. Indicates the current value is entered in square kilometers. When you tap this button after tapping another unit of measure, it converts the value to square kilometers.
Page 153: Creating A Custom View
Indicates the current value is entered in cubic inches. When you tap this button after tapping another unit of measure, it converts the value to cubic inches. Indicates the current value is entered in cubic feet. When you tap this button after tapping another unit of measure, it converts the value to cubic feet.
Page 154: Calculator Menus
Calculator menus Calculator menus are shown here for your reference, and Calculator features that are not explained elsewhere in this guide are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Options menus Basic Calculator About Shows version information for Calculator.
Page 155: Citytime
CityTime CityTime enables you to display the day and time in your home city and in four other cities around the globe. Whether you’re travelling or at home, now it’s easy to keep track of the best time to reach your business associates, friends, and family in far away places.
Page 156: Selecting Remote Cities
Selecting remote cities In addition to your home city, you can display the day and time for four other cities anywhere around the globe. These other cities are called remote cities. To set your remote cities: 1. Tap a pick list in the lower part of the CityTime screen and select the city closest to the city you want to display.
Page 157: Citytime Menus
CityTime menus CityTime menus are shown here for your reference, and CityTime features that are not explained elsewhere in this guide are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Options menu About CityTime Shows version information for CityTime.
Page 158: Expense
Expense Expense enables you to record the date, expense type, and the amount that you spent. A record in Expense is called an “item.” You can sort your Expense items into categories or add other information that you want to associate with the item. To create an Expense item: 1.
Page 159: Changing The Date Of An Expense Item
Tip: A quick way to create a new Expense item is to make sure that no Expense item is selected in the Expense list, write the first letter(s) of the expense type, and then write the numerical amount. This technique takes advantage of the automatic fill feature.
Page 160: Customizing The Currency Pick List
3. Select any of the following options: Category Type Payment Currency Vendor and City Lets you record the name of the vendor Attendees 4. Tap OK. Customizing the Currency pick list You can select the currencies and symbols that appear in the Currency pick list.
Page 161 2. Tap each Currency pick list and select the country whose currency you want to display on that line. 3. Tap OK to close the Select Currencies dialog box. 4. Tap OK. Defining a custom currency symbol If the currency you want to use is not in the list of countries, you can create your own custom country and currency symbol.
Page 162: Show Options
5. Tap OK to close the Currency Properties dialog box. 6. Tap OK. Note: If you want to use your custom currency symbol as the default for all Expense items, select the symbol in the Preferences dialog box. If you want to use your custom currency symbol only for a particular Expense item, select the symbol in the Receipt Details dialog box associated with that item.
Page 163: Expense Menus
Expense menus Expense menus are shown here for your reference, and Expense features that are not explained elsewhere in this guide are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Record menu Options menu Preferences About Expense Shows version information for Expense.
Page 164 Page 164 Application Specific Tasks...
Page 165: Chapter 7: Communicating Using Your Handheld
IR beaming lets you send data from your handheld — including entire applications — to any other Palm OS has an IR port. You can also use the infrared port to perform HotSync operations. See “IR HotSync operations” in Chapter 8 for details.
Page 166: 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. For information on using Mail with a Macintosh, visit the web site: www.handspring.com.
Page 167 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 168: Creating E-Mail Items
Creating e-mail items You create e-mail items with your handheld 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 169 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 170 Tip: If the address, CC, subject, or body exceeds the capacity of the screen display, tap the name of the field (for example, tap “To:”) to expand that field. Tap the Done button to return to the New Message screen. Tap the name of the field to open To reply to an e-mail item: 1.
Page 171: 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 list.
Page 172: 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 173 Setting a priority To set a priority for your e-mail item: 1. In the New Message screen, tap Details. Tap here 2. Tap the Priority pick list and select the priority you want. Tap here Tap to select priority 3. Tap OK. Tip: Your handheld can flag e-mail items with a specific priority only if your desktop E-Mail application supports this feature.
Page 174 Sending a blind carbon copy To add a BCC field to your e-mail item: 1. In the New Message screen, tap Details. 2. Tap the BCC check box to select it. 3. Tap OK. BCC field 4. Tap the BCC: field and enter an address. Adding a signature to your e-mail item A signature consists of information about yourself that is appended to your e-mail item as its closing.
Page 175 4. Tap OK. 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 176: Storing E-Mail To Be Sent Later
Storing e-mail to be sent later When you send e-mail from your handheld, it actually stores the e-mail in the Outbox folder until the next time you synchronize your handheld with your computer. During synchronization, all e-mail stored in the Outbox folder is transferred to the Outbox folder in your desktop E-Mail application.
Page 177: Draft E-Mail
3. Tap Edit. Draft e-mail Sometimes you may not want to send an e-mail item immediately; for example, you may want to add additional information before sending it. Your handheld stores such e-mail items in the Draft folder until you are ready to edit them again.
Page 178: Filing E-Mail
3. Tap Edit. 4. Enter your changes; then either save the e-mail item again as a draft, or tap Send to move the item to your Outbox folder. Filing e-mail Your handheld can store e-mail you receive or create in the Filed folder.
Page 179: Deleting E-Mail
Deleting e-mail Your handheld stores deleted e-mail in the Deleted folder until you perform the next HotSync operation. If you delete an e-mail item from the handheld, it is also deleted from your desktop E-Mail application when you perform the next HotSync operation. To delete e-mail: 1.
Page 180: 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 181 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 182: Hotsync Options
HotSync options HotSync options enable you to manage your e-mail more effectively by selecting which e-mail items download when you synchronize your computer and your handheld. You can define different settings for local and remote synchronization. For example, you may want to download all of your e-mail during local synchronization and only urgent e-mail during remote synchronization.
Page 183: Creating Special Filters
Send Only During synchronization, only the e-mail items in your handheld Outbox are sent to your desktop E-Mail application; from there, they are sent to their destinations. 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.
Page 184 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 185 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 186 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 187: 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 188: Mail Menus
Mail menus Mail menus are shown here for your reference, and Mail features that are not explained elsewhere in this guide 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 189: 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 on the side of the handheld, behind the small dark shield.
Page 190 5. Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your handheld. To beam an application: 1. Open the Applications Launcher. 2. Tap the Menu icon 3. Tap App, and then tap Beam. 4.
Page 191 Tips on beaming information You can press the Address application button seconds to beam your business card. You can set the full-screen pen stroke to beam the current entry. See “Pen preferences” in Chapter 9 for more information. You can use the Graffiti Command stroke /B to beam the current entry.
Page 192 Page 192 Communicating Using Your Handheld...
Page 193: Chapter 8: Advanced Hotsync® Operations
Palm OS devices and Palm™ Desktop software. To synchronize ® data, you must connect your Visor™ handheld computer and Palm Desktop software either directly, by placing your handheld in the cradle attached to your computer or using infrared communication, or indirectly, with a modem.
Page 194 Enabled Disabled Enable HotSync software at system startup Show more detail in HotSync Log Tip: If you’re not sure which options to use, keep the default settings: Enabled and Enable HotSync software at system startup. 4. Click the Serial Port Settings tab to display the settings for the connection between your computer and the handheld cradle, and adjust the following options as needed.
Page 195 AppleTalk networking. Determines the speed at which data Speed. transfers 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 196: 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 197: Ir Hotsync Operations
6. Click the direction in which you want to write data, or click Do Nothing to skip data transfer for an application. Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings. To use a new setting on an ongoing basis, click Make Default.
Page 198: Configuring Hotsync Manager For Infrared Communication
Next you need to go to the HotSync Manager and configure it for infrared communication. To configure HotSync Manager for infrared communication: 1. Open Palm Desktop software. 2. From the HotSync menu, choose Setup. 3. In the HotSync Controls tab, select Enabled.
Page 199: Performing An Ir Hotsync Operation
It’s easy to return to using the cradle for HotSync operations. To return to cradle HotSync operations: 1. If needed, connect the cradle to your computer. 2. Open Palm Desktop software. 3. From the HotSync menu, choose Setup. 4. In the HotSync Controls tab, select Enabled.
Page 200: Conducting A Hotsync Operation Via Modem
To perform a HotSync operation via modem you must complete the following steps: Connect a modem to your computer Configure the Palm Desktop software for use with your modem Connect a modem to your handheld Configure the Modem Preferences on your handheld for use with...
Page 201 6. Under Check for handheld connection using, select Modem Setup. 7. Under Modem Setup, adjust the following options as needed: Modem Port Speaker 8. Close the HotSync Software Setup dialog box. Chapter 8 Identifies the modem type or manufacturer. Refer to your modem manual or face plate for its type or settings.
Page 202: 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 203: Selecting The Conduits For A Modem Hotsync Operation
8. If the phone line you’re using for the handheld has Call Waiting, select the Disable call waiting check box to avoid an interruption during the modem HotSync operation. 9. If you want to use a calling card to place the call, select the check box and enter the calling card number.
Page 204: Performing A Hotsync Operation Via A Modem
HotSync operation, see Appendix B. Creating a user profile If you need to configure several Palm OS 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 a handheld without associating that data with a user name.
Page 205 3. Select the profile that you want to load on the handheld, and click 4. 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.
Page 206 Page 206 Advanced HotSync® Operations...
Page 207: Chapter 9: Setting Preferences For Your Handheld
Chapter 9 Setting Preferences for Your Handheld The Preferences screens enable you to customize the configuration options on your Visor™ handheld computer. In the Preferences screens, you can do the following: Buttons Assign different applications to the buttons on the front panel of your handheld and the HotSync button on the cradle, and reassign the full-screen pen stroke command.
Page 208: Buttons Preferences
Buttons preferences The Buttons Preferences screen enables you to associate different applications with the buttons on the front of the handheld. For example, if you find that you seldom use To Do List and often use Expense, you can assign the To Do List button to start Expense. Any changes you make in the Buttons Preferences screen become effective immediately;...
Page 209 Graffiti character set. Turns off and locks the handheld. You must assign a password to lock the handheld. When locked, you need to enter the password to use your handheld. Beams the current record to another Palm OS handheld. ® Page 209...
Page 210: Hotsync Buttons Preferences
HotSync buttons preferences The Buttons Preferences screen also enables you to associate different applications with the HotSync button on the cradle and the HotSync button on the optional Springboard modem. Any changes that you make in the HotSync Buttons dialog box become effective immediately;...
Page 211: Connection Types
Connection Types There are four type of connections you can choose from when configuring your preferences: Serial to PC This connection type defines the direct serial connection between your handheld and your desktop computer. It is used to perform a local HotSync operation when your handheld is connected by its serial connector to the cradle.
Page 212: Setting Modem Configurations
Setting modem configurations Modem configurations enable your handheld to use a Springboard modem to communicate with remote devices, such as your ISP or dial- in server. To connect to remote devices using the TCP/IP software included in the handheld operating system, you must set Network preferences in addition to configuring Modem settings.
Page 213 Note: Select Rotary only if your telephone service does not support TouchTone dialing. 5. Tap the Volume pick list and select the speaker volume for the modem. 6. Tap Details. 7. Tap the Speed pick list and select the maximum speed for your modem.
Page 214: Digitizer Preferences
4. Tap the Dialing pick list and select TouchTone or Rotary. Note: Select Rotary only if your telephone service does not support TouchTone dialing. 5. Tap the Volume pick list and select the speaker volume. 6. Tap Details. 7. Enter the initialization string appropriate for the modem attached to your handheld.
Page 215: Formats Preferences
Formats preferences Use the Formats Preferences screen to set the country default and the display format of the dates, times, and numbers on your handheld. Country default The country default sets date, time, week start day, and number conventions based on geographic regions where you might use your handheld.
Page 216: General Preferences
Note: This setting controls the Day, Week, Month, Year, and List views in Date Book Plus and all other aspects of your handheld that display a calendar. 4. Tap the Numbers pick list, and select formats for the decimal point and thousands separator.
Page 217: Network Preferences And Tcp/Ip Software
To set the system and alarm sounds: 1. Tap the System Sound pick list and select the sound level. Note: When you turn off the System Sounds, you also turn off the “chime” tones associated with the HotSync operation. 2. Tap the Alarm Sound pick list and select the sound level. 3.
Page 218: Selecting A Service
Selecting a service Use the Service setting to select the service template for your ISP 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.
Page 219: Entering A Password
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 handheld prompts you to enter a password each time you log into your network: If you do not enter a password, your handheld displays the word “Prompt”...
Page 220: Selecting A Connection
Selecting a connection The Connection Preferences settings enable your handheld to use a modem to communicate with remote devices. For example, you can communicate with your ISP server, or with your computer if you are away on travel. See “Connection preferences” earlier in this chapter for a complete explanation on how to configure Connection Preferences.
Page 221 To enter your server phone number: 1. Tap the Phone field. 2. Enter the phone number you use to reach your ISP or dial-in server. 3. If you need to enter a prefix or disable Call Waiting, skip to those procedures.
Page 222 Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected. If your telephone has Call Waiting, you need to disable this feature before logging into your ISP or dial-in server. To disable Call Waiting: 1.
Page 223: Connecting To Your Service
To use a calling card: 1. Tap the Use calling card check box to select it. Select this box to use a calling card 2. Enter your calling card number on the Use calling card line. Note: It’s a good idea to add at least three commas at the beginning of your calling card number to compensate for the cue delay.
Page 224: Creating Additional Service Templates
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 225 3. Tap the Connection type pick list and select one of the following connection types: SLIP CSLIP Note: If you are not sure, try PPP; if that doesn’t work, ask your Internet Service Provider or your System Administrator for the correct connection type. Idle timeout The Idle timeout setting defines how long your handheld waits before dropping the connection with your ISP or dial-in server when you...
Page 226 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 227: Creating A Login Script
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 228 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 Wait For Prompt Send Send CR Send User ID...
Page 229: Deleting A Service Template
Delay Tells your handheld to wait a specific number of seconds before executing the next command in the login script. Get IP Reads an IP address and uses it as the IP address for your handheld. This command is used with SLIP connections.
Page 230: 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 231: 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 232: Shortcuts Preferences
ShortCuts preferences The ShortCuts Preferences screen enables you to define abbreviations for entering text with Graffiti strokes. This section describes how to create, edit, and delete a ShortCut. See Chapter 2 for more information on the use of ShortCuts. Creating a ShortCut You can create a ShortCut for any words, letters, or numbers.
Page 233: Editing A Shortcut
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 234 Page 234 Setting Preferences for Your Handheld...
Page 235: Appendix A: Maintaining Your Handheld
Appendix A Maintaining Your Handheld This chapter provides information on the following: Proper care of your Visor™ handheld computer 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.
Page 236: Battery Considerations
Battery considerations Please note the following considerations when using the rechargeable battery in your handheld: Under normal conditions, your handheld battery should provide four weeks of use between charges. You can conserve battery life by changing the Auto-off setting that automatically turns the handheld off after a period of inactivity, and by minimizing use of the backlight feature.
Page 237: 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 238: Performing A Warm Reset
Note: With a hard reset, the current date and time are retained. Formats Preferences and other settings are restored to their factory default settings. To restore your data after a hard reset: 1. Open Palm Desktop software. 2. From the HotSync menu, choose Conduit Settings. Page 238 Maintaining Your Handheld...
Page 239 3. From the User pop-up menu, select your user name. 4. Select an application in the Conduit list. 5. Click Conduit Settings. 6. Select Macintosh overwrites handheld. Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings.
Page 240 Page 240 Maintaining Your Handheld...
Page 241: Appendix B: Troubleshooting Tips
Check our web site at www.handspring.com for the latest technical support information Note: Thousands of third-party add-on applications have been written for Palm OS 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 242: Operating Problems
Operating problems Problem My handheld won’t turn on. My handheld keeps turning itself off. My handheld is not making any sounds. My handheld has frozen. I don’t see anything on my handheld’s screen. Page 242 Solution Try each of these in turn: Adjust the contrast control.
Page 243: Tapping And Writing Problems
Tapping and writing problems Problem When I tap the buttons or screen icons, it 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. See “Digitizer preferences”...
Page 244: Application Problems
Memo Preferences setting. In other words, the sort settings that 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 245: Hotsync Problems
Make sure you installed the software that came with your handheld. You must install this software even if you upgraded from a Palm OS handheld. If you installed a conduit from a third- party software developer, contact the developer for support.
Page 246 Make sure you installed the software that came with your handheld. You must install this software even if you upgraded from a Palm OS handheld. If you installed a conduit from a third- party software developer, contact the developer for support.
Page 247 Make sure the modem connected to your computer is turned on and is connected to the outgoing phone line. Make sure the HotSync Manager is enabled. Open Palm Desktop software, from the HotSync menu, choose Setup. Make sure that the Enabled option is selected.
Page 248 I tried to do a modem HotSync operation, but it did not complete successfully. (continued) Page 248 Check the following on your computer: (continued) 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.
Page 249: Beaming Problems
(approximately 4") and one meter (approximately 39") apart, and that the path between the two devices is clear of obstacles. Beaming distance to other Palm OS handheld computers may be different. Check the General Preferences screen and make sure the Beam Receive setting is on.
Page 250: Password Problems
In this case, the following procedure restores your private entries and lets you access them: 1. Use the Palm Desktop software and the cradle to synchronize your data. 2. Tap Forgotten Password in Security to remove the password and delete all private records.
Page 251: Springboard Module Problems
Springboard module problems Problem My Springboard module isn’t working properly. Appendix B Solution Some modules (such as GPS units) simply need time to complete a task. If no obvious error messages occur, just wait for the module's software to complete a task. If the task takes more than a minute or so, press a button on your the front of your handheld such as the Address Book button, use that...
Page 252: Technical Support
3. Tap App, and then tap Info. Note: Thousands of third-party add-on applications have been written for 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 253: Appendix C: Non-Ascii Characters For Login Scripts
Appendix C Non-ASCII Characters for Login Scripts The following information enables you to create custom login scripts that require non-ASCII characters. It is provided for advanced users who understand the use and requirements of such characters in a custom login script. Use of ^char You may use the caret ( ^ ) to transmit ASCII command characters.
Page 254: Literal Characters
Literal characters The backslash ( \ ) character defines that the next character is transmitted as a literal character, and is not subject to any special processing ordinarily associated with that character. Examples: Includes a caret as part of the string \<...
Page 255: Other Product Information
Other Product Information Limited Warranty and End User Software License Agreement For warranty information and a copy of the End User License Agreement applicable to your Handspring product, please see the Handspring web site at http://www.hand- spring.com/support/ug_warranties.jhtml. If you would like a copy of these materials mailed to you, or if you have any questions, please contact Handspring Customer Sup- port.
Page 256: Canadian Rfi Statement
Responsible Party: Handspring, Inc. 189 Bernardo Avenue Mountain View, California 94043-5203 United States of America (650) 230-5000 Canadian RFI Statement This Class B digital apparatus meets all requirements of the Canadian Interference- Causing Equipment Regulations. Cet appareil numérique de la classe B respecte toutes les exigences du Réglement sur le matériel brouilleur du Canada.
Page 257: Index
Index Accented characters Graffiti writing 42 onscreen keyboard 44 Add-on applications 52–56 Address Fast Lookup 85–87 Address Book *If Found Call* entry 130 adding custom fields 134 business card for beaming 189 categorizing records 81 conduit for synchronizing 196 creating records 73, 129–130 deleting records 76 Dialing Preferences 133 displaying category 133...
Page 258 Brightness Control 15 Business card for beaming 189 Buttons preferences 208 Calculator Advanced mode 143 Area view 151 Basic mode 142 buttons explained 142–143, 144–153 Finance view 146 Length view 150 Logic view 148 Math view 144 memory 142 menus 154 opening 69, 142 overview 69 recent calculations 69, 143...
Page 259 Creating Address Book entries 129–130 categories 49–50, 82–83 currency symbols 161 custom fields in Address Book 134 Date Book events 98 e-mail 168–170 Expense items 158 memos 140 notes for records 95 records 73 To Do List items 135 Currency default 163 defining 161 for Expense items 160...
Page 260 Decimal point 216 Default categories 81 currency in Expense 163 settings. See Preferences Deleted data, saving in archive files 76 e-mail, recovering 179 Deleting applications 53, 55 Desktop software 57 e-mail 179 Graffiti characters 37 passwords 59 records 76 service templates 229 text 75 See also Purging records Delivering e-mail 172, 175...
Page 261 Finding applications, using Graffiti writing 23 e-mail addresses 171–172 information in applications 84–90 phone numbers 88–89 using the Find application 87 Floating events 115 Folders for e-mail 180 Fonts 96 Formats preferences 215 Frozen handheld 242 Games 55, 217 General preferences alarm sounds 216 auto-off delay 216 system sounds 216...
Page 262 Idle timeout of ISP or server connection 225 Ignoring e-mail. See Filters for e-mail Importing data 29, 45–46 Inbox 180 Infrared HotSync operations 197–200 port 197 requirements for computer 197 Infrared port. See IR port Installing applications 52–55 conduit to install applications 196 Desktop software 32 Mail.
Page 263 Main applications 22 Maintenance information 235 Meetings. See Date Book Memo Pad adding Address Book data to records 88–89 categorizing records 80 conduit for synchronizing 196 creating records 73, 140 deleting records 76 dragging memos into other applications 68 fonts 96 menus 141 opening 68 overview 68...
Page 264 Outbox 176, 180 Overlapping events 109 Owner preferences 231 Palm Desktop software. See Desktop software Passwords 59–61 changing 59 creating 59 deleting 59 for network 219 forgotten 61, 250 Pasting text 75 Payment, Expense item 160 Pen. See Stylus Personal information managers. See Phone Lookup 88–89...
Page 265 Recovering deleted e-mail 179 filed mail 178 Recurring events deleting 76 scheduling 103 Reminder. See Alarm Removing applications 55 Desktop software 57 Renaming categories 83 Repeating events deleting from Date Book 76 scheduling 103 Replying to e-mail 170 Rescheduling events 102 Resetting handheld hard reset 238 location of reset button 17, 237...
Page 266 Symbols for currency 160 in Graffiti writing 41 Synchronizing data. See HotSync System conduit 196 System requirements for Desktop software 12 System sounds 216 Tapping 20, 243 Task. See To Do List TCP/IP 217, 230 Technical Support 252 Templates for Date Book Plus 119 Text copying 75 cutting 75...
Page 267 Vendor for Expense item 160 Warm reset 238 Web sites 32 Week (Date Book view) 106–107, 215, Week with Text (Date Book Plus view) 113 Writing area 14 Writing. See Entering data Year (Date Book Plus view) 114 Page 267...
Page 268 Page 268...

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Visor

Handspring Visor Visor Pro User Manual

About this Guide

Chapter 1: Introduction to Your Visor™ Handheld

Chapter 2: Entering Data in Your Handheld

Chapter 3: Managing Your Applications

Chapter 4: Overview of Basic Applications

Chapter 5: Common Tasks

Chapter 6: Application Specific Tasks

Chapter 7: Communicating Using Your Handheld

Chapter 8: Advanced Hotsync® Operations

Chapter 9: Setting Preferences for Your Handheld

Appendix A: Maintaining Your Handheld

Appendix B: Troubleshooting Tips

Appendix C: Non-ASCII Characters for Login Scripts

Other Product Information

Index

Quick Links

Troubleshooting

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