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3Com Palm V Handbook

3Com Palm V Handbook

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  • Page 1 Handbook for the Palm V ™ Organizer...
  • Page 2 Copyright © 1998 3Com Corporation or its subsidiaries. All rights reserved. 3Com, the 3Com logo, Palm Computing, Graffiti, and HotSync are registered trademarks, and PalmPilot, Palm III, Palm V, Palm OS, Palm, the Palm Computing platform logo, the PalmPilot logo, Palm V logo, and the HotSync logo are trademarks of Palm Computing Inc., 3Com Corporation or its subsidiaries.

  • Page 3: Table Of Contents

    Opening applications ..............16 Using menus ..................17 Three ways to enter data..............19 Customizing your organizer..............23 Chapter 2: Entering Data in Your Palm V™ Organizer Using Graffiti writing to enter data ..........25 Writing Graffiti characters ............. 25 Graffiti tips ..................27 The Graffiti alphabet...............
  • Page 4 Making records private..............70 Attaching notes ................72 Choosing fonts ................73 Application-specific tasks..............74 Date Book..................74 Address Book .................. 87 To Do List..................92 Memo Pad..................97 Calculator..................100 Expense ..................102 Page iv Handbook for the Palm V™ Organizer...
  • Page 5 Chapter 5: Communicating Using Your Organizer Managing desktop E-Mail away from your desk ......113 Setting up Mail on the desktop ........... 114 Synchronizing Mail with your E-Mail application ....116 Opening the Mail application on your organizer..... 116 Viewing e-mail items ..............116 Creating e-mail items..............
  • Page 6 Software installation problems ............183 Operating problems................184 Tapping and writing problems............185 Application problems............... 186 HotSync problems ................187 Beaming problems ................191 Recharging problems ............... 191 Password problems ................192 Technical support ................193 Page vi Handbook for the Palm V™ Organizer...
  • Page 7 Appendix D: Non-ASCII Characters for Login Scripts Use of ^char ..................207 Carriage return and line feed ............207 Literal characters ................208 Warranty and Other Product Information Limited warranty................209 3Com end user software license agreement ........212 FCC Statement ...................215 Canadian RFI Statement..............215 Index ......................217 Contents Page vii...
  • Page 8 Page viii Handbook for the Palm V™ Organizer...

  • Page 9: About This Book

    About This Book Welcome to the Palm V™ connected organizer. This handbook describes all you need to know about how to use your Palm V organizer and the applications that come with it. It walks you through viewing and entering data, using your Palm V organizer with your computer, and personalizing the organizer with your own preferences.
  • Page 10 Page 2 About This Book...

  • Page 11: Getting To Know Your Palm V Organizer

    It will be easy for you to remember all the items on your to do list. The Palm V organizer can help you improve your track record in all these areas, both at work and at home.

  • Page 12: System Requirements

    IBM-compatible 486 computer or higher 8 MB RAM (memory) minimum, 16 MB recommended 20 MB available hard disk space VGA monitor or better (the Palm V Quick Tour requires a 256 color video display) CD-ROM drive (you can also download the Palm Desktop software from http://www.palm.com, or order 3.5"...

  • Page 13: Palm V Components

    Scroll button Application buttons Palm V Displays the applications and information stored in organizer your Palm V organizer. It is touch-sensitive and screen responds to the stylus or your finger. Graffiti The area where you write letters and numbers using ®...
  • Page 14 “Using the onscreen contrast control” later in this chapter for more information. Power Turns your Palm V organizer on or off and controls button the backlight feature. If your Palm V organizer is turned off, pressing the power button turns the unit on and returns you to the last screen you viewed.
  • Page 15 Using the backlight If you have difficulty seeing the information on your Palm V organizer, you can use the backlight to illuminate your screen. To activate the backlight: Press the power button and hold it down for about two seconds.
  • Page 16 Chapter 5 for more information. Reset button Under normal use, you should not have to use the reset button. See Appendix A for information about when and how to use the reset button. Page 8 Introduction to Your Palm V™ Organizer...
  • Page 17 AC adapter to the wall current. This allows you to recharge your Palm V organizer as well as update the information between your organizer and computer using HotSync technology.

  • Page 18: Recharging The Battery

    The Palm V organizer contains a Lithium-ion battery that is recharged each time you place the organizer in the cradle. You never need to replace the battery. Just place your Palm V organizer in the cradle for three hours for an initial charge before you use your organizer. Then place it in the cradle for a few minutes each day to recharge the battery to full capacity.

  • Page 19: Palm Desktop Organizer Software

    It is a good idea to back up your data in case something happens to the data on your Palm V organizer. Changes you make on your Palm V organizer or Palm Desktop software appear in both places after you synchronize.
  • Page 20 3. Click the Install button to begin the installation procedure. 4. Follow the onscreen instructions to complete the installation. During installation you will be asked to insert your organizer into the cradle. Page 12 Introduction to Your Palm V™ Organizer...

  • Page 21: Using Your Organizer With Another Pim

    Using your organizer with another PIM If you prefer to use a personal information manager (PIM) other than Palm Desktop software or Microsoft Outlook, all you need is the connection software, called a conduit, that lets you synchronize the data between your organizer and your PIM. For information on conduit software, go to this web site: http://www.palm.com.

  • Page 22: Tapping And Typing

    The first time you start your Palm V organizer, setup instructions appear on the screen. These instructions include a calibration screen, or digitizer.

  • Page 23: Elements Of The Organizer Interface

    Elements of the organizer interface Pick list Menu Check Command buttons Icons Scroll Previous/next arrows Menu bar A set of commands that are specific to the application. Not all applications have a menu bar. Command Tap a button to perform a command. Command buttons buttons appear in dialog boxes and at the bottom of application screens.

  • Page 24: Opening Applications

    You don’t even need to turn on your organizer first. In addition to providing a way for you to open applications, the Applications Launcher displays the current time, battery level, and application category. Page 16 Introduction to Your Palm V™ Organizer...

  • Page 25: Using Menus

    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 Palm V organizer, 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 26 The command letters appear to the right of the command names. Menu commands Command letters To use the Graffiti menu commands, the menu bar must be closed. Page 18 Introduction to Your Palm V™ Organizer...

  • Page 27: Three Ways To Enter Data

    1. Tap the Tips icon 2. After you review the tip, tap Done. Three ways to enter data There are three ways to enter data into your Palm V organizer: Using the onscreen keyboard Using Graffiti writing Entering or importing data in Palm Desktop software and then...
  • Page 28 Graffiti writing Your Palm V organizer includes Graffiti writing software as the primary system for entering text and numbers. With Graffiti writing, you write simple strokes with the stylus and they are instantly recognized as letters or numbers.
  • Page 29 Write letters here Write numbers here Division marks Your Palm V organizer also includes Giraffe, a game you can use to practice Graffiti writing. See “Installing and removing applications” in Chapter 3 for installation instructions. The Memo Pad application is ideal for practicing Graffiti writing. This section explains how to open Memo Pad and use it to practice Graffiti writing.
  • Page 30 Using Palm Desktop software If you have new records you want to add to your Palm V organizer and prefer to use the computer keyboard rather than the onscreen keyboard, enter the data in the Palm Desktop software or the PIM you have installed to use with your organizer.

  • Page 31: Customizing Your Organizer

    Customizing your organizer You can customize your organizer to suit your way of working. You can enter your personal information such as your name and address; change the time and date, and view them in different formats when you travel; turn off sounds; and configure your organizer to work with a modem or network.
  • Page 32 1. Tap the Set Date box. 2. Tap the arrows to select the current year. Tap arrows to select year Tap to select month Tap to select date 3. Tap a month. 4. Tap the current date. Page 24 Introduction to Your Palm V™ Organizer...

  • Page 33: Using Graffiti Writing To Enter Data

    Entering Data in Your Palm V Organizer ™ This chapter explains how to enter data into your Palm V™ organizer, either by writing with the stylus in the Graffiti writing area, using the ® onscreen keyboard, using the computer keyboard, or importing data from another application.
  • Page 34 3. Position the stylus in the left-hand side of the Graffiti writing area. 4. Start your stroke at the heavy dot and draw the stroke shape as it appears in the tables. Page 26 Entering Data in Your Palm V™ Organizer...

  • Page 35: Graffiti Tips

    5. Lift the stylus from the screen at the end of the stroke shape. That’s all there is to it! When you lift the stylus from the screen, your organizer recognizes your stroke immediately and prints the letter at the 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 36: The Graffiti Alphabet

    The Graffiti alphabet Letter Strokes Letter Strokes Space Back Space tap twice Carriage Period Return Page 28 Entering Data in Your Palm V™ Organizer...

  • Page 37: 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 38: Graffiti Numbers

    Punctuation Shift and a dot appears to show it is active. The next stroke you make with the stylus creates a punctuation mark. Punctuation shift Symbol Stroke Symbol Stroke Period Dash — Comma Left Paren Apostrophe Right Paren Question Slash Exclamation Dollar Page 30 Entering Data in Your Palm V™ Organizer...

  • Page 39: Additional Graffiti Punctuation

    Additional Graffiti punctuation & * < > – " Note: When Punctuation Shift is active, you can make a symbol stroke anywhere in the Graffiti writing area (the letters or numbers side). Writing symbols and extended characters All symbols and extended characters begin with the stroke in the Graffiti writing area of your organizer: Symbol Shift...

  • Page 40: Writing Accented Characters

    You can write the following characters in the lowercase alphabet mode without any special punctuation or shifting: Note: You must write these non-English characters in the left side of the Graffiti writing area. Page 32 Entering Data in Your Palm V™ Organizer...

  • Page 41: 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 Stroke Move cursor right Move cursor left Previous field (Address Book only) Next Field (Address Book only) Open Address Record (Address Book only)
  • Page 42 Your organizer includes the following predefined Graffiti ShortCuts: Entry ShortCut Date stamp Time stamp Date / time stamp Meeting Breakfast Lunch Dinner Page 34 Entering Data in Your Palm V™ Organizer...

  • Page 43: Using The Onscreen Keyboard

    Using the onscreen keyboard You can open the onscreen keyboard anytime you need to enter text or numbers on your organizer. Note that you cannot enter Graffiti characters while using the onscreen keyboard. To use the onscreen keyboard: 1. Open any application (such as Memo Pad). 2.

  • Page 44: Importing Data

    Palm V organizer without having to key it in manually. Save the data in one of the file formats listed below, import it into Palm Desktop software, and then perform a HotSync operation to transfer the data to your organizer.
  • Page 45 8. If you do not want to import a field, deselect the check box for that field. 9. Click OK. The imported data is highlighted in the application. 10. To add the imported data to your organizer, perform a HotSync operation.
  • Page 46 Page 38 Entering Data in Your Palm V™ Organizer...

  • Page 47: Chapter 3: Managing Your Applications

    Selecting applications Your Palm V organizer is equipped with a variety of applications. All the applications installed on your organizer appear in the Applications Launcher. See “Opening applications” in Chapter 1 for details.

  • Page 48: Changing The Applications Launcher Display

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

  • Page 49: Choosing Preferences

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

  • Page 50: Installing And Removing Applications

    Palm V organizer and how to remove Palm™ Desktop software from your computer. Installing add-on applications Your Palm V organizer comes with the Date Book, Address Book, To Do List, Memo Pad, Expense, Calculator, and Mail applications installed and ready to use.
  • Page 51 3. Click Install. Tip: You can also access the Install Tool dialog by selecting Install Tool from the Palm Desktop program group or by double-clicking any file with a PRC file extension. Chapter 3 Page 43...

  • Page 52: Installing Games

    4. In the User drop-down list, select the name that corresponds to your Palm V organizer. 5. Click Add. 6. Select the application(s) that you want to install on your organizer. 7. Click Open. Note: Review the list of applications you selected in the Install Tool dialog box.

  • Page 53: Removing Applications

    Removing applications In the event that you run out of memory or decide that you no longer need an application you installed, you can remove applications from your organizer. You can remove only add-on applications, patches, and extensions that you install; you cannot remove the applications that reside in the ROM portion of your organizer.

  • Page 54: Security

    Security Your organizer comes with a Security application so that unauthorized users cannot view the entries you wish to protect. In Security, you can do the following: Turn off and lock your organizer so that it does not operate until you enter the correct password.

  • Page 55: Changing Or Deleting A Password

    Changing or deleting a password Once you define a password for your organizer, you can change or delete it at any time. You must enter the current password before you can change or delete it. To change or delete your password: 1.

  • Page 56: Recovering From A Forgotten Password

    To lock your organizer with a password: 1. Perform a HotSync operation to synchronize the data between your organizer and your computer. See “Exchanging and updating data: HotSync operations” in Chapter 4 for information on synchronizing your data. 2. Assign a password. 3.

  • Page 57: Chapter 4: Survey Of Basic Applications

    Chapter 4 Survey of Basic Applications These are the basic applications of your organizer: Date Book Address Book To Do List Memo Pad Calculator Expense This chapter is divided into three sections: “Overview of basic applications” briefly describes each application and explains how to open it. “Common tasks”...

  • Page 58: Overview Of Basic Applications

    Overview of basic applications Date Book Date Book lets you quickly and easily schedule appointments or any kind of activity associated with a time and date. In Date Book, you can do the following: Enter a description of your appointment and assign it to a specific time and date.

  • Page 59: Address Book

    Address Book Address Book enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. In Address Book, you can do the following: Quickly look up or enter names, addresses, phone numbers, and other information. Enter up to five phone numbers (home, work, fax, car, etc.) or e-mail addresses for each name.

  • Page 60: 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 61: Memo Pad

    Memo Pad Memo Pad provides a place to take notes that are not associated with records in Date Book, Address Book, or To Do List. In Memo Pad, you can do the following: Take notes or write any kind of message on your connected organizer.

  • Page 62: Expense

    Sort your expenses by date or expense type. Transfer your expense information to a Microsoft Excel spreadsheet (version 5.0 or later) on your computer. (Microsoft Excel is not included in the Palm V™ organizer package.) To open Expense: 1. Tap the Applications icon 2.

  • Page 63: Common Tasks

    Common tasks The tasks described in this section use the term “records” to refer to an individual item in any of the basic applications: a single Date Book event, Address Book entry, To Do List item, Memo Pad memo, or Expense item.
  • Page 64 Entering text For information on how to enter text using Graffiti writing, the onscreen keyboard, or the keyboard attached to your computer, see Chapter 2. Edit menu The Edit menu is available with any screen where you enter or edit text.

  • Page 65: Deleting Records

    Keyboard Opens the onscreen keyboard. When you finish with the onscreen keyboard, tap Done. Graffiti Help Opens screens that show all the Graffiti character strokes. Use this command anytime you forget a stroke for a character. Deleting records To delete a record in any of the basic applications: 1.

  • Page 66: Purging Records

    Purging records Over time, as you use Date Book, To Do List, and Expense, you’ll accumulate records in these applications that have outlived their usefulness. For example, events that occurred months ago remain in the Date Book, and To Do List items that you marked as completed remain in the list, as do Expense items.
  • Page 67 You can synchronize your data by connecting your organizer directly to your computer with the cradle or indirectly with a Palm V™ Modem or network. See Chapter 6 for information about performing HotSync operations via a modem or network.
  • Page 68 Tip: The bottom edge of the organizer should align smoothly with the cradle when it is inserted properly. 4. Press the HotSync button on the cradle to open the New User dialog box. 5. Enter a user name for your organizer and click OK. The HotSync Progress dialog box appears and synchronization begins.

  • Page 69: Categorizing Records

    6. Wait for a message on your computer indicating that the process is complete. After the HotSync process is complete, you can remove your organizer from the cradle. To conduct a local HotSync operation: 1. Insert the organizer in the cradle. 2.
  • Page 70 category, which you can use as a quick reference of names, addresses, and phone numbers (such as emergency numbers, doctor, lawyer, etc.). Expense contains two default categories, New York and Paris, to show how you might sort your expenses according to different business trips.
  • Page 71 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 72 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 73: Finding Records

    4. Enter the new name for the category, and then tap OK. 5. Tap OK. You can group the records in two or more categories into one Tip: category by giving the categories the same name. For example, if you change the name of the Personal category to Business, all records formerly in the Personal category appear in the Business category.
  • Page 74 2. Enter the first letter of the name you want to find. Look Up line 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 75 As your organizer searches for the text, you can tap Stop at any time. You may want to do this if the entry you want appears be- fore your organizer finishes the search. To continue the search after you tap Stop, tap Find More. 4.
  • Page 76 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: : For example, to insert the full name and phone While entering text number for someone with the last name “Williams,”...

  • Page 77: Sorting Lists Of Records

    3. Tap Who. Tap here 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 78: Making Records Private

    3. Tap Options, and then tap Preferences. Address Book Memo Pad 4. Do one of the following: : Tap the setting you want. Address Book : Tap the Sort by pick list and select Alphabetic or Memo Pad Manual. 5. Tap OK. To sort the Memo List manually, tap and drag a memo to a new location in the list.
  • Page 79 To hide private records: 1. Tap the Applications icon 2. Tap Security. 3. Tap Hide. Tap Hide 4. Tap Hide to confirm that you want to hide private records. To display private records: 1. Tap the Applications icon 2. Tap Security. 3.

  • Page 80: Attaching Notes

    To make a record private: 1. Display the entry that you want to make private. 2. Tap Details. 3. Tap the Private check box to select it. 4. Tap OK. Attaching notes In all basic applications except Memo Pad, you can attach a note to a record.

  • Page 81: 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. Small font Large font Bold font To change the font style: 1.

  • Page 82: Application-Specific Tasks

    Application-specific tasks Date Book When you open Date Book, the screen shows the current date and a list of times for a normal business day. Scheduling an event A record in Date Book is called an “event.” An event can be any kind of activity that you associate with a day.
  • Page 83 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 7. If the event is longer or shorter than an hour, tap the time of the event to open the Set Time dialog box.
  • Page 84 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 85 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 86 Rescheduling an event You can easily make changes to your schedule with your organizer. 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 87 : 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 88 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 89 To display the current time: Tap the date in the date bar to display the current time. After a few seconds, the date reappears. Tap the date Current time displays : Week View shows the calendar of your events for Working in Week View an entire week.
  • Page 90 3. Tap an event to show a description of the event. Event details Tap to show event details : Keep the following points in mind. Tips for using Week View To reschedule an event, tap and drag the event to a different time or day.
  • Page 91 Event conflicts Working in Month View The Month View screen shows which days have events scheduled. Dots and lines in the Month View indicate events, repeating events, and untimed events. Previous/next month Dashed line indicates continuous event Dots on right side indicate events Dots below date indicate untimed events Month View button You can control the dots and lines that appear in the Month View.
  • Page 92 Date Book menus, preferences, and display options Date Book menus are shown here for your reference, and Date Book features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands.
  • Page 93 Display Options Allows you to change Date Book’s appearance and which events display. Show Time Bars. Activates the time bars that appear in the Day View. The time bars show the duration of an event and illustrate event conflicts. Compress Day View. Controls how times appear in the Day View.
  • Page 94 Preferences Start/End Time. Define the start and end times for Date Book screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down. Alarm Preset. Automatically sets an alarm for each new event.

  • Page 95: Address Book

    Address Book Address Book is the application in which you store name and address information about people or businesses. Creating an Address Book entry A record in Address Book is called an “entry.” You can create entries on your organizer, or you can use Palm Desktop software to create entries on your computer and then download the entries to your organizer with your next HotSync operation.
  • Page 96 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. 7.
  • Page 97 3. Tap the pick list next to the label you want to change. triangle 4. Select a new label. Changing Address Entry details The Address Entry Details dialog box provides a variety of options that you can associate with an entry. To open the Address Entry Details dialog box: 1.
  • Page 98 See “Using menus” in Chapter 1 for information about choosing menu commands. The Record and Options menus differ depending on whether you’re displaying the Address List screen or the Address View screen. Record menus Address List Address View Options menus Address View Address List Preferences...
  • Page 99 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 Book.

  • Page 100: To Do List

    To Do List A To Do List item is a reminder of some task that you have to complete. A record in To Do List is called an “item.” To create a To Do List item: 1. Press the To Do List application button on the front of your organizer to display the To Do List.
  • Page 101 To set the priority of a To Do List item: 1. Tap the Priority number on the left side of the To Do List item. Tap here Tap to select priority 2. Tap the Priority number that you want to set (1 is most important). Checking off a To Do List item You can check off a To Do List item to remind you that you’ve completed it.
  • Page 102 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 List item. You can also sort the items that appear in the list based on their due date.
  • Page 103 To Do Show Options The Show Options dialog box enables you to control the appearance of To Do List. To change the Show Options settings: 1. In To Do List, tap Show. 2. Select any of the following settings: Show Displays your completed items in the To Do Completed List.
  • Page 104 Show Due Dates Displays the due dates associated with items in the To Do List and displays an exclamation mark next to items that remain incomplete after the due date passes. Show Priorities Shows the priority setting for each item. Show Shows the category for each item.

  • Page 105: 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 organizer. A record in Memo Pad is called a “memo.” To create a new memo: 1.
  • Page 106 To review a memo: 1. In the Memo List, tap the text of the memo. Tap a memo to review its contents 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 107 Go to Top of Moves to the top (first) line of the memo. Page Go to Bottom of Moves to the bottom (last) line of the memo. Page Preferences Displays the Memo Preferences dialog box, where you define the sort order for memos. About Memo Shows version information for Memo Pad.

  • Page 108: Calculator

    Calculator The Calculator includes several buttons to help you perform calculations. Clears the last number you entered. Use this button if you make a mistake while entering a number in the middle of a calculation. This button enables you to re-enter the number without starting the calculation over.
  • Page 109 3. After you finish reviewing the calculations, tap OK. Calculator menus Calculator menus are shown here for your reference, and Calculator features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands.

  • Page 110: 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 111 Tip: A quick way to create a new Expense item is to make sure that no Expense item is selected in the Expense List, write the first letter(s) of the expense type, and then write the numerical amount of the Expense item. This technique takes advantage of the automatic fill feature.
  • Page 112 3. Select any of the following options: Category See “Categorizing records” earlier in this chapter. Type Opens a pick list of expense types. 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-...
  • Page 113 Tap Edit currencies 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 114 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 115 Note: You need Microsoft Excel version 5.0 (or later) to view and print your Expense data using one of the provided templates. Microsoft Excel is not included with the Palm V organizer package. The procedures in this section also assume that you have installed Palm Desktop software.
  • Page 116 5. Do one of the following: Click Print to display the expense report in the Print Preview window, and then click Print in the Microsoft Excel window to print your expense report. Click Create to display a Microsoft Excel spreadsheet contain- ing your expense data.
  • Page 117 If you want to streamline or customize your expense reports, you can change these templates. For example, you can add your company name to a template. See Appendix C for information on changing templates. Chapter 4 Page 109...
  • Page 118 To view your expense data using a Microsoft Excel template: 1. Display your expense data in a Microsoft Excel spreadsheet as described in the previous procedure. 2. Click Options. Enter name and other information Choose expense template 3. Enter name, department, and other information as necessary for your expense report.
  • Page 119 Options menu Preferences Use automatic fill. Lets you select an expense type by writing the first letter of an expense type in the Graffiti writing area. For example, if you write the letter “T,” it enters the “Taxi” expense type. Writing “T” and then “E” enters “Telephone”...
  • Page 120 Page 112 Survey of Basic Applications...

  • Page 121: Chapter 5: Communicating Using Your Organizer

    Chapter 5 Communicating Using Your Organizer The previous chapter described the features of your Palm V™ organizer that help you stay organized. This chapter describes the features that help you stay connected. : Using your organizer, you can read, reply...

  • Page 122: Setting Up Mail On The Desktop

    In Mail, you can do the following: View, delete, file, and reply to incoming mail. Create outgoing e-mail items and drafts of e-mail items. Create simple or complex filters, which allow you to decide the type of e-mail that your organizer retrieves from your desktop E-mail application.
  • Page 123 To select HotSync options: ™ in the Windows system tray (bottom- 1. Click the HotSync icon right corner of the taskbar). 2. Choose Custom. Tip: You can also choose Custom from the HotSync menu in Palm Desktop software. 3. Select Mail in the list box. 4.

  • Page 124: Synchronizing Mail With Your E-Mail Application

    Tip: To turn off Mail, select Do Nothing and then select the Set As Default check box. To change your Mail setup options: 1. Click the HotSync icon in the Windows system tray. 2. Choose Custom. Tip: You can also choose Custom from the HotSync menu in Palm Desktop software.

  • Page 125: Creating E-Mail Items

    To open an e-mail item: Tap an e-mail item to open it. Header mode icons Recipient Sender Subject Time and date sent E-mail body To close an e-mail item: Tap Done to close the e-mail item. Displaying full header information By default, Mail displays abbreviated header information, which comprises only the From: and Subj: fields.
  • Page 126 To create an e-mail item: 1. Tap New. Tap New You can also create an e-mail item by tapping New from Tip: 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 127 example, tap “To:”) to expand that field. Tap the Done button to return to the New Message screen. Tap the name of the field to open Tap to return to New Message screen To reply to an e-mail item: 1. Tap an e-mail item in the Message List to display it onscreen. 2.

  • Page 128: Looking Up An Address

    Looking up an address To identify the recipient of an e-mail item, you need to enter that person’s e-mail address. You can do this either by entering the data directly into the field or by using the Look Up command to access the information in your Address Book.

  • Page 129: Adding Details To E-Mail Items

    Tap to select Tap here to enter address in field Adding details to e-mail items Before you send your e-mail item, you can attach additional attributes to it, such as a signature or a priority level. These features are dependent on the desktop E-mail application you use. If your application does not support the attribute you select, your organizer cannot attach that attribute to the e-mail item.
  • Page 130 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 organizer can flag e-mail items with a specific priority only if your desktop E-Mail application supports this feature.
  • Page 131 BCC field 3. Tap the BCC: field and enter an address. Adding a signature to your e-mail item A signature consists of information about yourself that is appended to your e-mail item as its closing. For example, a signature can contain your name, address, phone and fax numbers, and any other text you want to include.

  • Page 132: Storing E-Mail To Be Sent Later

    To add a signature to your e-mail item: 1. In the New Message screen, tap Details. 2. Tap the Signature check box to select it and add your signature to the e-mail item. Note: The check box stays selected, so all subsequent e-mail items you create will also contain your signature until you deselect the Signature option.

  • Page 133: Draft E-Mail

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

  • Page 134: Filing E-Mail

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

  • Page 135: Deleting E-Mail

    To remove e-mail from the Filed folder: 1. In the Message List, tap Filed from the pick list in the upper-right corner. 2. Tap the e-mail item you want to restore. 3. Tap Edit to display and modify the item. Tip: After you display and modify the e-mail item, you can send it, save it as a draft, or return it to the Filed folder.

  • Page 136: Purging Deleted E-Mail

    Purging deleted e-mail Because your organizer stores deleted e-mail in the Deleted folder until you perform a HotSync operation, deleted e-mail can monopolize storage space. To avoid or correct this problem, purge the contents of your Deleted folder. E-mail that you purge is still deleted from your desktop E-Mail application when you perform the next HotSync operation.
  • Page 137 Date column The Date column is optional in the Message List. By default, the Date column is hidden to increase the available screen space. To show the Date column: 1. In the Message List, tap Show. Show 2. Tap the Show Date check box to select it. 3.

  • Page 138: 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 organizer. You can define different settings for local and remote synchronization. For example, you may want to download all of your e-mail during local synchronization and only urgent e-mail during remote synchronization.

  • Page 139: Creating Special Filters

    Filter During synchronization, all e-mail items in your organizer Outbox are sent to your desktop E-Mail application, and items in your desktop E-Mail Inbox that meet specific criteria download to your organizer. When you select the Filter setting, the HotSync Options dialog box opens and displays additional filter settings.
  • Page 140 To access the special filter settings: Tap the Filter box in the HotSync Options dialog box. Tap here to display Filter options Ignoring or receiving e-mail The first step in establishing a special filter is to determine whether you want to ignore or retrieve e-mail that matches the information you specify.
  • Page 141 Retrieve Tells your organizer to include only the Only Msgs e-mail items that meet the criteria you Containing define and to ignore all other e-mail items during synchronization. This filter has the potential to block more e-mail during synchronization because it downloads only one subset of e-mail.
  • Page 142 To define a filter string: 1. Tap a header field in the HotSync Options dialog box. Tap here to insert cursor 2. Enter your filter string, using commas or spaces to separate the words. Do not add connectors, such as AND or OR, between words in a string.

  • Page 143: 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 organizer.

  • Page 144: Mail Menus

    Mail menus Mail menus are shown here for your reference, and Mail features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Message menus The Message menu varies depending on whether you are viewing an e-mail item, creating an e-mail item, or viewing the Message List.

  • Page 145: Beaming Information

    Beaming information Your Palm V organizer is equipped with an IR (infrared) port that you can use to beam information to another Palm Computing connected ® organizer that’s close by and also has an IR port. The IR port is located at the top of the organizer, behind the small dark shield.
  • Page 146 5. Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your organizer. To beam an application: 1. Open the Applications Launcher. 2. Tap the Menu icon 3. Tap App, and then tap Beam. 4.

  • Page 147: Chapter 6: Advanced Hotsync® Operations

    ® software or another PIM such as Microsoft Outlook. To synchronize data, you must connect your Palm V™ organizer and Palm Desktop software either directly by placing your organizer in the cradle or indirectly with a Palm V™ Modem or network.
  • Page 148 Always available Adds HotSync Manager to the Startup folder and constantly monitors the communication port for synchronization requests from your organizer. With this option, the HotSync Manager synchronizes data even when Palm Desktop software is not running. Available only Starts HotSync Manager and monitors when Palm requests automatically when you open Palm Desktop software...
  • Page 149 Note: Your organizer cannot share this port with an internal modem or other device. See “Palm V components” in Chapter 1 if you have trouble identifying the serial port. Speed...

  • Page 150: Customizing Hotsync Application Settings

    Customizing HotSync application settings For each application, you can define a set of options that determines how records are handled during synchronization. These options are called a “conduit.” By default, a HotSync operation synchronizes all files between the organizer and Palm Desktop software. In general, you should leave the settings to synchronize all files.
  • Page 151 6. Click the direction in which you want to write data, or click Do Nothing to skip data transfer for an application. Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings. To use a new setting on an ongoing basis, select the Set As Default box.

  • Page 152: 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 Palm V™ Modem connected to your computer. Palm Desktop software configured for use with the Palm V Modem. Preparing your computer There are a few steps you must perform to prepare your computer for a modem HotSync operation.

  • Page 153: Preparing Your Organizer

    Serial Port Identifies the port for the modem. If you are unsure of the port assignment, look at the Modem Properties in the Windows Control Panel. Speed Determines the speed at which data is transferred. Try the As Fast As Possible rate first, and adjust downward if you experience problems.

  • Page 154: Selecting The Conduits For A Modem Hotsync Operation

    5. If needed, enter a dial prefix (such as “9”) to access an outside line, and then tap the Dial Prefix check box. You can enter a comma in the field to introduce a “pause” Tip: in the dialing sequence. 6.

  • Page 155: Performing A Hotsync Operation Via A Modem

    do not want to synchronize during a modem HotSync operation. The default setting is to synchronize all files. Note: Applications that do not have a database (such as games) do not synchronize — even if you select the item in the Conduit Setup dialog box.

  • Page 156: Conducting A Hotsync Operation Via A Network

    Conducting a HotSync operation via a network When you use the Network HotSync software, you can take advantage of the LAN and WAN connectivity available in many office environments. The Network HotSync software enables you to perform a HotSync operation by dialing in to a network or by using a cradle that is connected to any computer on your LAN or WAN (provided that the computer connected to the cradle also has the Network HotSync software installed, your computer is on, and the...
  • Page 157 2. From the HotSync Manager menu, choose Network. 3. From the HotSync Manager menu, choose Setup. 4. Click the Network tab and make sure your user name has a check mark next to it. If the check mark is not there, click the check box next to your user name.

  • Page 158: Using File Link

    5. Tap Network. 6. Tap OK. Note: For more information on the Network HotSync feature, see the web site http://www.palm.com. See “Network preferences and TCP/IP software” in Chapter 7 for information on configuring Network HotSync preferences. Using File Link The File Link feature enables you to synchronize Address Book and Memo Pad information on your organizer with a separate external file such as a company phone list.
  • Page 159 5. Enter a 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. 7. Select the profile from the User list and create the data for the profile (e.g., company phone list, etc.).
  • Page 160 4. Select the profile that you want to load on the organizer, and click 5. Click Yes to transfer all the profile data to the organizer. The next time you perform a HotSync operation, Palm Desktop software prompts you to assign a user name to the organizer. Page 152 Advanced HotSync®...

  • Page 161: Chapter 7: Setting Preferences For Your Organizer

    Chapter 7 Setting Preferences for Your Organizer The Preferences screens enable you to customize the configuration options on your Palm V™ organizer. In the Preferences screens, you can do the following: General Set the current date and time, the auto shut-off...

  • Page 162: Buttons Preferences

    Buttons preferences The Buttons Preferences screen enables you to associate different applications with the buttons on the front of the organizer. For example, if you find that you seldom use To Do List and often use Expense, you can assign the To Do List button to start Expense. Any changes you make in the Buttons Preferences screen become effective immediately;...
  • Page 163 Drag to top of screen To change the Pen preferences: 1. Tap Pen. 2. Tap the pick list and select one of the following settings for the full- screen pen stroke: Backlight Turns on the backlight of your organizer. Keyboard Opens the onscreen keyboard for entering text characters.

  • Page 164: 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 Palm V Modem. Any changes that you make in the HotSync Buttons dialog box become effective immediately; you do not have to change to a different screen or application.

  • Page 165: Time, Date, Week Start, And Numbers Formats

    conventions based on geographic regions where you might use your organizer. For example, in the United Kingdom, time often is expressed using a 24-hour clock. In the United States, on the other hand, time is expressed using a 12-hour clock with an AM or PM suffix.

  • Page 166: General Preferences

    General preferences The General Preferences screen enables you to set the time, date, auto shutoff interval, and sounds for your organizer. See Chapter 1 for information on setting the time and date. Auto-off delay Your organizer has an automatic shutoff feature that turns off the power and backlight after a period of inactivity.

  • Page 167: System, Alarm, And Game Sounds

    System, alarm, and game sounds Your organizer uses a variety of sounds. The System, Alarm, and Game Sound settings enable you to turn the sounds on or off, and to adjust the volume level. To set the system and alarm sounds: 1.

  • Page 168: Modem Preferences

    These settings are for applications that activate and use the modem. Note: You can purchase a Palm V Modem for using with your organizer. See http://www.palm.com. To define the modem preferences: 1.

  • Page 169: Network Preferences And Tcp/Ip Software

    To use TCP/IP, you must configure both the Modem Preferences and the Network Preferences settings. Note: Modem Preferences settings enable your Palm V organizer to use the Palm V Modem to communicate with remote devices. For example, you can communicate with your ISP server, or with your computer if you are away on travel.

  • Page 170: Entering A User Name

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

  • Page 171: 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 organizer prompts you to enter a password each time you log into your network: If you do not enter a password, your organizer displays the word “Prompt”...

  • Page 172: Adding Telephone Settings

    Adding telephone settings When you select the Phone field, your organizer opens a dialog box in which you define the telephone number you use to connect with your ISP or dial-in server. In addition, you can also define a prefix, disable Call Waiting, and give special instructions for using a calling card.
  • Page 173 To enter a prefix: 1. Tap the Dial Prefix check box to select it. Select this Enter your box if you prefix here need to use a prefix 2. Enter the prefix. 3. Tap OK. Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected.
  • Page 174 Using a calling card The Use calling card field enables you to use your calling card when dialing your ISP or Intranet server. Keep in mind that there is usually a delay before you enter your calling card number. When you define your calling card number, you need to add commas at the beginning to compensate for this delay.

  • Page 175: Connecting To Your Service

    Connecting to your service After you set your Modem and Network Preferences, establishing a connection to your Internet Service Provider (ISP) or your company’s network (dial-in server) is easy. Note: If you are connecting to an ISP, you need a third-party application, such as a web browser or news reader, to take advantage of this connection.

  • Page 176: 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 177 Keeps your PPP or SLIP connection until you turn off your organizer (or until it times out). This option works best with the Palm V Modem. 2. Tap OK. Defining primary and secondary DNS The Domain Naming System (DNS) is a mechanism in the Internet for translating the names of host computers into IP addresses.
  • Page 178 5. Tap OK. IP address Everyone who logs on to the Internet needs to have a unique identifier (an IP address), whether permanent or temporary. Some networks dynamically assign a temporary IP address when clients log in. The IP Address field lets you identify whether your network provides automatic (dynamic) temporary IP addressing.

  • Page 179: Creating A Login Script

    Creating a login script A login script is a series of commands, similar to an autoexec.bat file, that automates logging into your ISP. You can create login script files by selecting commands from the Command pick list in the Login Script dialog.

  • Page 180: Deleting A Service Template

    Send User ID Transmits the User ID information entered in the User ID field of the Network Preferences screen. Send Transmits the password entered in the Password Password field of the Network Preferences screen. If you did not enter a password, this command prompts you to enter one.

  • Page 181: Network Preferences Menu Commands

    Network preferences menu commands The Network Preferences screen includes menu commands to make it fast and easy to create and edit service templates. TCP/IP application menus are show here for your reference. See “Using menus” in Chapter 1 for more information about choosing menu commands.
  • Page 182 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 183: 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 organizer. If you use the Security application to turn off and lock your organizer with a password, information that you put in the Owner Preferences displays the next time you turn on your organizer.

  • Page 184: 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 185: 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 186 Page 178 Setting Preferences for Your Organizer...

  • Page 187: Appendix A: Maintaining Your Organizer

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

  • Page 188: Battery Considerations

    You never need to replace the battery, even if the charge runs out. If you ever dispose of your Palm V™ organizer, please dispose of it without damaging the environment. Either return your organizer to 3Com, or take it to your nearest environmental recycling center.

  • Page 189: Resetting Your Organizer

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

  • Page 190: Performing A Hard Reset

    Performing a hard reset With a hard reset, all records and entries stored in your organizer are erased. Never perform a hard reset unless a soft reset does not solve your problem. Note: You can restore any data previously synchronized with your computer during the next HotSync operation.

  • Page 191: Appendix B: Frequently Asked Questions

    Appendix B Frequently Asked Questions If you encounter a problem with your Palm V™ organizer, do not call Technical Support until you have reviewed the following list of frequently asked questions, and you have also reviewed the following: The README file and HelpNotes located in the folder where you installed the Palm™...

  • Page 192: Operating Problems

    Operating problems Problem Solution My organizer won’t Try each of these in turn: turn on. Press the contrast control button and adjust the contrast. Recharge the unit. If your organizer still does not operate, try a soft reset. See “Resetting your organizer” in Appendix A.

  • Page 193: Tapping And Writing Problems

    Tapping and writing problems Problem Solution When I tap the Calibrate the screen. See “Digitizer buttons or screen preferences” in Chapter 7. icons, my organizer activates the wrong feature. When I tap the Menu Not all applications or screens have menus. Try changing to a different application.

  • Page 194: Application Problems

    Application problems Problem Solution I tapped the Today Your organizer is not set to the current date. button, but it does Make sure the Set Date box in the General not show the correct Preferences screen displays the current date. date.

  • Page 195: Hotsync Problems

    HotSync problems Problem Solution I cannot do a Check the Windows tray to make sure HotSync operation; the HotSync Manager is running. If it is what should I check not, open Palm Desktop software. to make sure I am Click the HotSync Manager, choose doing it correctly? Setup and click the Local tab.
  • Page 196 I tried to do a local Try each of these in turn: HotSync operation, Make sure HotSync Manager is but it did not running. If HotSync Manager is complete running, exit and restart it. successfully. Make sure you selected Local from the HotSync Manager menu or the Palm Desktop software menu.
  • Page 197 Check the following on your computer: I tried to do a modem HotSync operation, Make sure your computer is turned on but it did not and that it does not shut down complete automatically as part of an energy- successfully. saving feature.
  • Page 198 I tried to do a modem Make sure your modem resets before HotSync operation, you try again. (Turn off your modem, but it did not wait a minute, then turn it back on.) complete Check the following on your organizer: successfully.

  • Page 199: Beaming Problems

    Beaming problems Problem Solution I cannot beam data to Confirm that your organizer and the another Palm other Palm V organizer are between ten Computing centimeters (approximately 4") and one ® connected organizer. meter (approximately 39") apart, and that the path between the two devices is clear of obstacles.

  • Page 200: Password Problems

    Password problems Problem Solution I forgot the You can use Security to delete the password, and my password. If you do this, your organizer organizer is not deletes all entries marked as private. You locked. can, however, perform a HotSync operation before you delete the password: the HotSync process backs up all entries, whether or not they are marked private.

  • Page 201: Technical Support

    Technical support If, after reviewing the sources listed at the beginning of this appendix, you cannot solve your problem, contact your regional technical support office by e-mail, phone, or fax. Before requesting support, please experiment a bit to reproduce and isolate the problem.
  • Page 202 Page 194 Frequently Asked Questions...

  • Page 203: Appendix C: Creating A Custom Expense Report

    Palm™ Desktop software Expense application. In simple terms, the Expense application is designed to move Expense data from your Palm V™ organizer into a Microsoft Excel spreadsheet. Each Expense item stored in your organizer represents a group of related data.

  • Page 204: Customizing Existing Sample Templates

    the Excel macro how large the spreadsheet is and provides the data- cell layout of the Excel template used for the Expense Report. Customizing existing sample templates Four sample Expense Report templates come with Palm Desktop software. These templates are stored in the Template folder (which is in the same folder as the Palm Desktop software application).

  • Page 205: Determining The Layout Of The Expense Report

    change “Snack” to “Munchies,” and then all items entered on your organizer as “Snack” map to the cell(s) labeled “Munchies.” 4. From the File menu, choose Save As. 5. Click the Save as type drop-down list and choose Template (*.xlt). 6.

  • Page 206: Sections

    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 207: Analyzing Your Custom Expense Report

    Analyzing your custom Expense Report If you already have a custom Excel expense report, you can use it with a modified mapping table. However, before you can create a Maptable.xls file that corresponds to your custom Expense Report, you must first analyze the characteristics of your report. Perform the following before you begin a custom mapping table: Print a copy of your custom expense report.

  • Page 208: Programming The Mapping Table

    Programming the mapping table Once you have analyzed the components of your custom Expense Report, you can program the mapping table to fill the report with data from the organizer. To program a new custom mapping table: 1. Open a copy of the Maptable.xls file in Microsoft Excel. This file is located in the same folder as the Palm Desktop Note: software application.
  • Page 209 5. Scroll down to a blank area of the Maptable.xls file (below the rows used for Sample4.xlt), and click on a row number to select a blank row. 6. From the Edit menu, choose Paste. A copy of the rows you selected in step 3 is pasted into the Maptable.xls file.
  • Page 210 The dimensions of the Section Define the dimensions of the Section. appear in the green columns (10–13). # of Represents the total number of rows in the Section, Rows excluding any header or total rows. In other words, this includes only the number of rows in the Section where your organizer data will be placed.
  • Page 211 This setting appears in the Define whether the Section is in list format. light purple columns (18–19). If the Section will present the data in a list format, enter the word “yes”. Otherwise, enter the word “no”. The following diagram shows data presented in a list format: Only if your section is in list format: In the Expense Type cell, enter the number of the row or column where the expense...

  • Page 212: Using Applications Other Than Microsoft Excel

    If a row in the map Mark a Section for prepaid expenses (yellow column). table is for prepaid (company paid) expenses, type a “yes” in the cell on that Section’s row. Type “no” in all the cells of this column that do not pertain to prepaid expenses.

  • Page 213: Expense File Details

    Expense file details The Expense.txt file contains four groups of data. It will be easier to see these four distinct groups of data if you open the file with a spreadsheet application. Trips Shows the number of Expense application categories, and lists each one followed by an “end”...
  • Page 214 Page 206 Creating a Custom Expense Report...

  • Page 215: Appendix D: Non-Ascii Characters For Login Scripts

    Appendix D Non-ASCII Characters for Login Scripts The following information enables you to create custom login scripts that require non-ASCII characters. It is provided for advanced users who understand the use and requirements of such characters in a custom login script. Use of ^char You may use the caret ( ^ ) to transmit ASCII command characters.

  • Page 216: 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 Includes a <...

  • Page 217: Warranty And Other Product Information

    3Com or its authorized reseller. 3Com's sole obligation under this express warranty shall be, at 3Com's option and expense, to replace the prod- uct or part with a comparable product or part, repair the product or part, or if neither repair nor replacement is reasonably available, 3Com may, in its sole discretion, refund to Customer the purchase price paid for the product or part.
  • Page 218 Pilot 1000, Pilot 5000, PalmPilot™ Personal Edition, PalmPilot Professional Edition, and Palm III™ connected organizers, as well as all other 3Com products based on the Palm Computing platform software as of July 1, 1998 and ® ®...
  • Page 219 When an advance exchange is pro- vided and Customer fails to return the original product or part to 3Com within thirty (30) days from the date the warranty service authorization is issued, 3Com will charge Customer the then-current published catalogue price of such product or part.

  • Page 220: 3Com End User Software License Agreement

    TION OR DATA, OR OTHER FINANCIAL LOSS ARISING OUT OF OR IN CONNEC- TION WITH THE SALE, INSTALLATION, MAINTENANCE, USE, PERFORMANCE, FAILURE, OR INTERRUPTION OF THIS PRODUCT, EVEN IF 3COM OR ITS AU- THORIZED RESELLER HAS BEEN ADVISED OF THE POSSIBILITY OF SUCH DAM- AGES, AND LIMITS ITS LIABILITY TO REPLACEMENT, REPAIR, OR REFUND OF THE PURCHASE PRICE PAID, AT 3COM'S OPTION.
  • Page 221 The Software is licensed to be used on any personal computer and/or any 3Com prod- uct, provided that the Software is used only in connection with 3Com products. With respect to the Desktop Software, you may reproduce and provide one (1) copy of such Software for each personal computer or 3Com product on which such Software is used as permitted hereunder.
  • Page 222 FAR 2.101(a) and as such is provided with only such rights as are pro- vided in this License Agreement, which is 3Com's standard commercial license for the Software. Technical data is provided with limited rights only as provided in DFAR 252.227-7015 (Nov.

  • Page 223: Fcc Statement

    FCC Statement This device complies with part 15 of the FCC rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation.
  • Page 224 Page 216...

  • Page 225: Index

    Index beaming 137–138 Calculator 53 categories 39–40 Date Book 50 Expense 54 font style 73 ABA (Address Book archive file) 36 installing 42–44 AC adapter for recharging battery 10 Memo Pad 53 Accented characters opening 17 Graffiti writing 32 preferences for 41 onscreen keyboard 35 removing 45 Add-on applications 42–45...
  • Page 226 142–143 Confirming e-mail 124 Calculator Conflicting events 82 buttons explained 100 Connecting memory 100 service templates 167 opening 54 to server or ISP 167 overview 53 Continuous events recent calculations 54, 100 deleting from Date Book 57 Calibration 14, 156, 185 scheduling 79 Call Waiting, disabling 146, 165 Contrast control 6...
  • Page 227 data, saving in archive files 57 e-mail, recovering 127 Data entry. See Entering data Deleting Date Book applications 42, 45 adding Address Book data to Desktop software 45 records 67–68 e-mail 127 alarm 78 Graffiti characters 27 archive files (.dba) 36 passwords 47 changing event time 78 records 57...
  • Page 228 importing from other information in applications 36–37 applications 65–69 problems with 185 phone numbers 67–68 using Graffiti writing 25–34 using the Find application 66 using the computer keyboard 35 Folders for e-mail 128 Fonts 73 using the onscreen keyboard 35 Entries.
  • Page 229 online tips 19 Mail. See Mail, desktop Hiding records 70 configuration High Priority e-mail filter 134 International characters HotSync Graffiti writing 32 buttons preferences 156 onscreen keyboard 35 IP address 168, 170 conduits for synchronizing applications 142–143 IR port 8 customizing 142 See also Beaming information defined 58...
  • Page 230 changing setup 116 amount of free 193 closing 117 for beaming 191 confirm delivery 121, 124 Calculator 100 confirm read 121, 124 regaining 58, 184 creating 117–119 Memos. See Memo Pad Menus 17–19, 185 deleting e-mail 127 desktop configuration 114–116 Address Book 89 draft e-mail 125 choosing 18...
  • Page 231 user name 162 selecting for Address List 89 Network HotSync operation 148 selecting types 88 Notes, attaching to records 72 Phone settings for ISP or dial-in Numbers server 164–166 decimal point and thousands Pick lists 16 PIM (personal information manager) separator 157 Graffiti writing 29 using HotSync Manager with 45...
  • Page 232 soft reset 181 Retrieving e-mail. See Filters for Quattro Pro, for expense reports 204 e-mail Range of times in Day view 86 Saving Reading e-mail on organizer 116 data 39, 55, 57 Receipts, recording in Expense 103 draft e-mail 125 Receiving data.
  • Page 233 predefined 34 Text files, importing data from 36 using 33 Thousands separator 157 Showing dates in Mail list 129 Time Side channels for stylus and front alarm setting 78 cover 8 format 157 setting current 23 Signature for e-mail 123–124 Soft reset 181 setting event 74 Sorting...
  • Page 234 Undoing actions 56 Vendor for Expense item 104 Uninstalling Desktop software 45 Unresponsive organizer 184 Unsent e-mail, editing 124 Untimed events 74, 77, 79 Web sites 13 Updating data. See HotSync Week (Date Book view) 81–82, 157, Upgrading Desktop software 4 User name Writing area 5 for ISP 162...

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