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3Com Palm V Handbook

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  • Page 1 Handbook for the Palm V ™ Organizer...
  • Page 2 HotSync logo, More Connected., Palm, Palm III, Palm V, the Palm V logo, the Palm Computing Platform logo, and Palm OS are trademarks of Palm Computing, Inc., 3Com Corporation or its subsidiaries. Other product and brand names may be trademarks or registered trademarks of their respective owners.

  • Page 3: Table Of Contents

    Opening applications ..............16 Using menus ..................17 Three ways to enter data ..............20 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 ...............28 Writing capital letters ..............29...
  • Page 4 Making records private ..............68 Attaching notes ................70 Choosing fonts ................71 Application-specific tasks..............72 Date Book ..................72 Address Book .................. 84 To Do List ..................89 Memo Pad ..................94 Page iv Handbook for the Palm V™ Organizer...
  • Page 5 Calculator ..................97 Expense .....................99 Chapter 5: Communicating Using Your Organizer Managing desktop E-Mail away from your desk ......111 Setting up Mail on the desktop ...........112 Synchronizing Mail with your E-Mail application ....114 Opening the Mail application on your organizer .....114 Viewing e-mail items ..............114 Creating e-mail items ..............115 Looking up an address ..............118...
  • Page 6 Deleting a ShortCut ..............187 Appendix A: Maintaining Your Organizer Caring for your organizer..............189 Battery considerations..............190 Resetting your organizer ..............191 Performing a soft reset ..............191 Performing a hard reset ............... 192 Page vi Handbook for the Palm V™ Organizer...
  • Page 7 Use of ^char ..................217 Carriage return and line feed ............217 Literal characters ................218 Warranty and Other Product Information Limited warranty................219 3Com end user software license agreement ........222 FCC Statement ...................225 Canadian RFI Statement..............225 CTICK Certification ................226 Index ......................227 Contents...
  • Page 8 Page viii Handbook for the Palm V™ Organizer...

  • Page 9: About This Book

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

  • Page 11: Getting To Know Your Palm V Organizer

    Palm V Organizer ™ This chapter explains the physical buttons and controls on your Palm V™ connected organizer, how to use your organizer for the first time, and how to use HotSync technology to synchronize your ® organizer and Palm™ Desktop organizer software.

  • Page 12: System Requirements

    If you already own a PalmPilot™ organizer or Palm III™ organizer, 3Com recommends that you install the version of Palm Desktop software that comes with your new Palm V organizer 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. Read the Getting Started guide for an overview of the complete installation process. 2. Synchronize your old organizer with your old Palm Desktop software. This ensures that the latest information from your organizer is on your desktop computer. 3.

  • Page 14: Palm V Components

    Press the power button and hold it down for about two seconds to turn the backlight on or off. You can assign the full-screen pen stroke to activate the backlight. See “Pen preferences” in Chapter 7 for more information. Page 6 Introduction to Your Palm V™ Organizer...
  • Page 15 Organizer Displays the applications and information stored in screen your organizer. It is touch-sensitive and responds to the stylus. Graffiti The area where you write letters and numbers using ® writing the Graffiti alphabet. See Chapter 2 to learn how to ®...
  • Page 16 Chapter 6 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 Serial connector Connects your organizer to the cradle, which in turn connects to the back of your computer and through the 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

    AC adapter Recharging the battery The Palm V organizer contains a Lithium-ion battery that is recharged each time you place the organizer in the cradle. Just place your organizer in the cradle for four hours for an initial charge before you use it.

  • Page 19: Palm Desktop Organizer Software

    Viewing data while in the cradle You can set a preference so that you can continue to view data while your organizer is in the cradle and while the battery is being recharged. See “General preferences” in Chapter 7 for more information.
  • Page 20 3. When the Palm Desktop Installer Menu appears, 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 another personal information manager (PIM), such as Microsoft Outlook, you still need to install Palm Desktop software in order to add HotSync Manager, the connection software, and other features of Palm Desktop software to your computer. The connection software, called a conduit, lets you synchronize the data between your organizer and your PIM.

  • Page 22: Tapping And Typing

    Just as you can drag the mouse to select text or move objects on your computer, you can also drag the stylus to select text. You can also use the stylus to drag the slider of any scroll bar. Page 14 Introduction to Your Palm V™ Organizer...

  • Page 23: Elements Of The Organizer Interface

    Elements of the organizer interface Pick list Menu Check Command buttons 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 24: Opening Applications

    — Date Book, Address Book, To Do List, and Memo Pad — with the application buttons on the front panel of your organizer. Applications Launcher Memo Date Book To Do Address List Book Page 16 Introduction to Your Palm V™ Organizer...

  • Page 25: Using Menus

    Tip: When you press an application button on the front panel, you have instant access to the selected application. You don’t even need to turn on your 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 26 Most menu commands have an equivalent Graffiti Command stroke, which is similar to the keyboard shortcuts used to execute commands on computers. The command letters appear to the right of the command names. Page 18 Introduction to Your Palm V™ Organizer...
  • Page 27 Menu commands Command letters To use the Graffiti menu commands, the menu bar must be closed. Draw the Command stroke anywhere in the Graffiti area, and immediately write the corresponding command letter in the Graffiti letter area. When you draw the Command stroke, the word “Command”...

  • Page 28: Three Ways To Enter Data

    Note: You cannot enter Graffiti characters while using the onscreen keyboard. Alpha Backspace Caps lock Carriage return Caps shift Tap here to display alphabetic keyboard Numeric International Tap here to display Tap here to display international keyboard numeric keyboard Page 20 Introduction to Your Palm V™ Organizer...
  • Page 29 Graffiti writing Your 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. Write letters here Write numbers here Division marks The Palm Desktop software CD-ROM includes Giraffe, a game you can use to practice Graffiti writing.
  • Page 30 Palm Computing platform handheld. When you import data, you transfer the records to your organizer without having to enter them manually. See “Importing data” in Chapter 2 for more information. Page 22 Introduction to Your Palm V™ Organizer...

  • Page 31: Customizing Your Organizer

    Customizing your organizer You can customize your organizer 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 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 by writing with the stylus in the Graffiti writing area, by using the ® onscreen keyboard, by using the computer keyboard, or by importing data from another application.
  • Page 34 As you’ll see later, you use the same shape to create both the uppercase and lowercase version of a letter. 3. Position the stylus in the left-hand side of the Graffiti writing area. Page 26 Entering Data in Your Palm V™ Organizer...

  • Page 35: Graffiti Tips

    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 organizer recognizes your stroke immediately and prints the letter at the insertion point on the screen.

  • 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 Note: When Punctuation Shift is active, you can make a symbol stroke anywhere in the Graffiti writing area (the letters or numbers side). Page 30 Entering Data in Your Palm V™ Organizer...

  • Page 39: Additional Graffiti Punctuation

    Symbol Stroke Symbol Stroke Period Dash — Comma Left Paren Apostrophe Right Paren Question Slash Exclamation Dollar Additional Graffiti punctuation & * < > — " 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

    Additional non-English characters You can write the following characters without any special punctuation or shifting: Note: You must write these non-English characters in the left side of 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: Using The Onscreen Keyboard

    You can switch among the three dialogs at any time to enter the exact text you need. 5. After you finish, tap Done to close the onscreen keyboard and place the text in the record. Page 34 Entering Data in Your Palm V™ Organizer...

  • Page 43: Using Your Computer Keyboard

    Using your computer keyboard If you have a lot of data to enter, or prefer to use the computer keyboard, you can use Palm™ Desktop software or any supported PIM to enter information. You can then perform a HotSync operation ®...
  • Page 44 The imported data is highlighted in the application. 10. To add the imported data to your organizer, perform a HotSync operation. See Palm Desktop online Help for more information on importing and exporting data. Page 36 Entering Data in Your Palm V™ Organizer...

  • Page 45: Chapter 3: Managing Your Applications

    Managing Your Applications This chapter explains how to switch between applications on your Palm V™ organizer, 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.

  • Page 46: 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 47: 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 48: Installing And Removing Applications

    Installing and removing applications This section explains how to install and remove applications on your organizer and how to remove Palm™ Desktop software from your computer. Installing add-on applications Your organizer comes with the Date Book, Address Book, To Do List, Memo Pad, Expense, Calculator, and Mail applications installed and ready to use.
  • Page 49 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 41...

  • Page 50: Installing Games

    4. In the User drop-down list, select the name that corresponds to your 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 51: 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 52: 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 53: 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 54: 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 55: Chapter 4: Using Your Basic Applications

    Chapter 4 Using Your Basic Applications Your Palm V™ organizer includes these basic applications: 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.

  • Page 56: 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 57: 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 58: 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 59: 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 organizer. Drag and drop memos into popular computer applications like Microsoft Word when you synchronize using Palm™...

  • Page 60: 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 61: 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 62 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 63: 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 64: 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 65 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. You can also perform HotSync operations using the IR port on your organizer. See Chapter 6 for information about performing HotSync operations via a modem, network, or IR port.
  • Page 66 2. If the HotSync Manager is not running, start it: On the Windows desktop, click Start, and then choose Programs. Navigate to the Palm Desktop software program group and choose HotSync Manager. Alternatively, you can start the Palm Desktop software which automatically opens the HotSync Manager.

  • Page 67: Categorizing Records

    Categorizing records Categorize records in the Address Book, To Do List, Memo Pad, and Expense applications so that they are grouped logically and are easy to review. (You can also categorize applications. See “Using the Applications Launcher” in Chapter 3 for more information.) When you create a record, your organizer automatically places it in the category that is currently displayed.
  • Page 68 5. Select the category for the record. 6. Tap OK. 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 69 To define a new category: 1. Tap the category pick list in the upper-right corner of the screen. Tap here 2. Tap Edit Categories. 3. Tap New. 4. Enter the name of the new category, and then tap OK. 5. Tap OK. You can assign any of your records to the new category.

  • Page 70: Finding Records

    To rename a category: 1. Tap the category pick list in the upper-right corner of the screen. 2. Tap Edit Categories. 3. Select the category that you want to rename, and then tap Rename. 4. Enter the new name for the category, and then tap OK. 5.
  • Page 71 Looking up Address Book records When working with Address Book, the scroll button on the front panel of the organizer makes it easy to navigate among your address entries. In the Address List screen, the scroll button moves up or down an entire screen of records.
  • Page 72 Using Find You can use Find to locate any text that you specify, in any application. To use Find: 1. Tap the Find icon Tip: If you select text in an application before you tap Find, the selected text automatically appears in the Find dialog box. 2.
  • Page 73 To use Phone Lookup: 1. Display the record in which you want to insert a phone number. The record can be in Date Book, To Do List, or Memo Pad. 2. Tap the Menu icon 3. Tap Options, and then tap Phone Lookup. 4.
  • Page 74 Looking up names to add to expense records In Expense, Lookup displays the names in your Address Book 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 75: Sorting Lists Of Records

    Sorting lists of records You can sort lists of records in various ways, depending on the application. Sorting is available in applications that have List screens: Address Book, To Do List, Memo Pad, and Expense. Note: You can also assign records to categories. See “Categorizing records”...

  • Page 76: Making Records Private

    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 organizer, open Memo Pad in Palm Desktop software and click List by.
  • Page 77 To display private records: 1. Tap the Applications icon 2. Tap Security. 3. Tap Show. If you do not have a password, hidden records become visible. If you have a password, the Show Private Records dialog box appears. Go to step 4. Tap Show 4.

  • Page 78: 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, you can attach a note with directions to the location.

  • Page 79: 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 80: 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 81 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 82 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 83 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 84 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 85 : 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 86 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 87 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 88 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 89 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 90 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 91 Controls how times appear Compress Day View. in the Day View. When Compress Day View is off, all time slots display. When it is on, start and end times display for each event, but blank time slots toward the bottom of the screen disappear to minimize scrolling.

  • Page 92: 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 93 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 94 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 95 Address Book menus Address Book menus are shown here for your reference, and Address Book features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. The Record and Options menus differ depending on whether you’re displaying the Address List screen or the Address View screen.
  • Page 96 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 97: 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 98 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 indicate that you’ve completed it.
  • Page 99 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 100 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 101 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 102: 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 103 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 104 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 105: 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 106 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 107: 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 108 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 109 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 110 Customizing the Currency pick list You can select the currencies and symbols that appear in the Currency pick list. To customize the Currency pick list: 1. Tap the Currency pick list in the Receipt Details dialog box, and then select Edit currencies. Tap Edit currencies 2.
  • Page 111 Defining a custom currency symbol If the currency you want to use is not in the list of countries, you can create your own custom country and currency symbol. To define a custom currency symbol: 1. Tap the Menu icon 2.
  • Page 112 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 113 Displaying the euro on your desktop computer When you perform a HotSync operation, the euro symbol is transferred to your Desktop application like any other piece of data on your organizer. The symbol appears in your Desktop application, however, only if you are using fonts that support the euro symbol. These fonts are part of the operating system on your desktop computer.
  • Page 114 2. Click Expense in Palm Desktop software to open Microsoft Excel and the Expense Report configuration dialog box. Note: If you launch Expense from the Start menu instead of Palm Desktop software, you must first choose your organizer user name. 3.
  • Page 115 Using expense report templates Palm Desktop software includes several expense report templates. When you use one of these templates, you can edit your expense data in Microsoft Excel. The templates have the extension .xlt and are stored in the template folder in the Palm Desktop software directory on your computer.
  • Page 116 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 117 Options menu Preferences Lets you select an expense Use automatic fill. type by writing the first letter of an expense type in the Graffiti writing area. For example, if you write the letter “T,” it enters the “Taxi” expense type. Writing “T” and then “E” enters “Telephone”...
  • Page 118 Page 110 Using Your Basic Applications...

  • Page 119: 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 120: 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 121 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 122: Synchronizing Mail With Your E-Mail Application

    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. 3. Select Mail in the list box. 4.

  • Page 123: 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 124 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 125 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 Tap to return to New Message screen To reply to an e-mail item:...

  • Page 126: 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 127: 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 128 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 129 BCC field 4. Tap the BCC: field and enter an address. Adding a signature to your e-mail item A signature consists of information about yourself that is appended to your e-mail item as its closing. For example, a signature can contain your name, address, phone and fax numbers, and any other text you want to include.

  • Page 130: 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 131: 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 132: 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 133: 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 134: 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 135 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 136: 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 137: 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 138 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 139 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 140 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 141: 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 142: 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 143: Beaming Information

    Beaming information Your organizer is equipped with an IR (infrared) port that you can use to beam information to another Palm Computing platform handheld 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 144 Tip: For best results, Palm V organizers should be between 10 centimeters (approximately 4 inches) and 1 meter (approximately 39 inches) apart, and the path between the two organizers must be clear of obstacles. Beaming distance to other Palm Computing platform handhelds may be different.
  • Page 145 Tips on beaming information You can press the Address Book application button for about two seconds to beam your business card. You can set the full-screen pen stroke to beam the current entry. See “Pen preferences” in Chapter 7 for more information. You can use the Graffiti Command stroke /B to beam the current entry.
  • Page 146 Page 138 Communicating Using Your Organizer...

  • Page 147: Chapter 6: Advanced Hotsync® Operations

    Palm V™ Modem or via a network using the network HotSync technology. This chapter describes how to select HotSync options and perform a HotSync operation via infrared communications, a modem, or a 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: Ir Hotsync Operations

    IR HotSync operations Your organizer is equipped with an infrared (IR) port that supports the IrCOMM implementation of the standards for infrared communication established by the Infrared Data Association (IrDA). This means that not only can you beam data to another Palm Computing platform handheld that’s equipped with an IR port, but you can also beam data to a cell phone and any other device that supports the IrCOMM implementation of the IrDA standards.
  • Page 153 3. In the Control Panel, look for the Infrared icon. If the icon is there, your computer is enabled for infrared communication. If it isn’t there, you need to install an infrared driver. Note: If you have an external infrared device attached to your computer, a driver is probably included with the device.
  • Page 154 To check the ports used for infrared communication: 1. In the Windows taskbar, click Start, choose Settings, and then choose Control Panel. 2. Double-click Infrared. 3. Click the Options tab. 4. Select Enable infrared communication. The COM port displayed in the drop-down box is the port where your infrared device is attached.

  • Page 155: Configuring Hotsync Manager For Infrared Communication

    Configuring HotSync Manager for infrared communication Next, you need to go to the HotSync Manager and specify the simulated port used for infrared communication. To configure HotSync Manager for infrared communication: 1. Click the HotSync Manager icon in the Windows system tray. 2.

  • Page 156: Performing An Ir Hotsync Operation

    Performing an IR HotSync operation After you complete the steps to prepare for performing an IR HotSync operation, it is easy to perform the actual operation. To perform an IR HotSync operation: 1. In the Applications Launcher, tap the HotSync icon. 2.

  • Page 157: Conducting A Hotsync Operation Via Modem

    A modem connected to your computer. Palm Desktop software configured for use with the modem. A Palm V™ Modem connected to your organizer. A configuration for the kind of modem connection (Serial to Modem or IrCOMM to Modem) you want to make. See “Connection preferences”...
  • Page 158 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 159: Preparing Your Organizer

    Preparing your organizer There are a few steps you must perform to prepare your organizer for a modem HotSync operation. To prepare your organizer for a modem HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon 3. Tap Modem. Tap here 4.

  • Page 160: Selecting The Conduits For A Modem Hotsync Operation

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

  • Page 161: Performing A Hotsync Operation Via A Modem

    To change the Conduit Setup for a modem HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon 3. Tap the Menu icon 4. Tap Options, and then tap Conduit Setup. 5. Tap the check boxes to deselect the files and applications that you do not want to synchronize during a modem HotSync operation.

  • Page 162: Conducting A Hotsync Operation Via A Network

    Conducting a HotSync operation via a network When you use the network HotSync technology, you can take advantage of the LAN and WAN connectivity available in many office environments. The network HotSync technology 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 technology installed, your computer is on, and the...
  • Page 163 4. Click the Network tab and make sure your user name has a check mark next to it. If the check mark is not there, click the check box next to your user name. 5. Click OK. 6. Put your organizer in the cradle and perform a HotSync operation. The HotSync operation records network information about your computer on your organizer.
  • Page 164 6. Tap OK. 7. Tap Select Service. Tap here Note: See “Network preferences and TCP/IP software” in Chapter 7 for information on creating a network connection. 8. Tap Service and select a service. Tap here 9. Tap Done. 10. Tap the Menu icon 11.

  • Page 165: Performing A Network Hotsync Operation

    Performing a network HotSync operation After you prepare your computer and your organizer, and select your Conduit Setup options, you are ready to perform a network HotSync operation. To perform a network Hotsync operation: Tap the modem HotSync icon to begin the operation. Using File Link The File Link feature enables you to import Address Book and Memo Pad information onto your organizer from a separate external file such...

  • Page 166: Creating A User Profile

    Creating a user profile If you use the File Link feature to configure several Palm Computing platform handhelds with specific information (such as a company phone list) before distributing them to their actual users, you can create a user profile to load the data into an organizer without associating that data with a user name.
  • Page 167 To use a profile for the first-time HotSync operation: 1. Place the new organizer in the cradle. 2. Press the HotSync button on the cradle. 3. Click Profiles. 4. Select the profile you want to load on the organizer, and click OK. 5.
  • Page 168 Page 160 Advanced HotSync® Operations...

  • Page 169: Chapter 7: Setting Preferences For Your Organizer

    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 date and time, the auto shut-off interval, the Stay on in cradle feature, the Beam Receive feature, and the system, alarm, and game sounds.

  • Page 170: 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 171 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 172: 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 173: Country Default

    Country default The country default sets date, time, week start day, and number 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 174: 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 175: 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 176: Connection Preferences

    For example, a Palm V Modem connection appears on the list. If you have this modem, you only need to specify the phone setup (and network connection —...

  • Page 177: Sample Connection For Remote Ir Hotsync Operations

    Sample connection for remote IR HotSync operations The following sample configuration would enable you to perform an IR HotSync operation by sending data through the IR port of a modem attached to a cell phone, which then dials a modem attached to your desktop computer, to synchronize with your Desktop application.
  • Page 178 7. Enter the initialization string supplied by the documentation for the modem attached to your cell phone. 8. Tap OK, and then tap OK again to save the configuration. Your new configuration appears in the list of available configurations After you create the configuration, you need to set up the HotSync Manager of your Desktop application and the HotSync application of your organizer to perform a modem HotSync operation.

  • Page 179: Network Preferences And Tcp/Ip Software

    Preferences and then create Network Preferences settings. Note: The Connection Preferences screen enables you to define several ways that your Palm V organizer can 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 180: 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 181: 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 182: Adding Telephone Settings

    Tap here to display a list of available connections 2. Tap the connection you want to use. Adding telephone settings When you select the Phone field, your organizer opens a dialog box in which you define the telephone number you use to connect with your ISP or dial-in server.
  • Page 183 Entering a prefix A prefix is a number that you dial before the telephone number to access an outside line. For example, many offices require that you dial “9” to dial a number outside the building. To enter a prefix: 1.

  • Page 184: Connecting To Your Service

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

  • Page 185: Creating Additional Service Templates

    To establish a connection: Tap Connect to dial the current service and display the Service Connection Progress messages. Tip: To see expanded Service Connection Progress messages, press the lower half of the Scroll button. To close a connection: Tap Disconnect to terminate the connection between your organizer and your service.
  • Page 186 Select connection type 3. Tap the Connection type pick list and select one of the following connection types: Point-to-Point protocol SLIP Serial Line Internet Protocol CSLIP Compressed Serial Line Internet Protocol Note: If you are not sure, try PPP; if that doesn’t work, ask your Internet Service Provider or your System Administrator for the correct connection type.
  • Page 187 Power Off 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 188: Login Scripts

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

  • Page 189: Creating A Login Script On Your Organizer

    In the Login Script dialog box on your organizer, accessed from the Details dialog box in Network Preferences Tap here to see the list of available commands Note: You can also use non-ASCII and literal characters in your login script. See Appendix D for more information. Creating a login script on your organizer You can create login scripts by selecting commands from the Command pick list in the Login Script dialog.
  • Page 190 Wait For Tells your organizer to wait for specific characters from the TCP/IP server before executing the next command. Detects a challenge-response prompt coming Wait For from the server and then displays the dynamically Prompt generated challenge value. You then enter the challenge value into your token card, which in turn generates a response value for you to enter on your organizer.

  • Page 191: Plug-In Applications

    Plug-in applications You can create plug-in applications containing script commands that extend the functionality of the built-in script commands. A plug-in application is a standard .PRC application that you install on your organizer just like any other application. After you install the plug-in application, you can use the new script commands in a login script.

  • Page 192: 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 193: 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 194: 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 195: 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 196 Page 188 Setting Preferences for Your Organizer...

  • Page 197: 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 198: 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 199: 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 200: 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 201 3. Select the appropriate user name from the list. 4. Select an application in the Conduit list. 5. Click Change. 6. Select Desktop overwrites handheld. Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings.
  • Page 202 Page 194 Maintaining Your Organizer...

  • Page 203: 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 204: Operating Problems

    Operating problems Problem Solution I don’t see anything Try each of these in turn: on my organizer’s Press the contrast control button and screen. adjust the contrast. Recharge the unit. If your organizer still does not operate, try a soft reset. See “Resetting your organizer”...

  • Page 205: 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 206: 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 207: Hotsync Problems

    HotSync problems Problem Solution I cannot do a Check the Windows system tray to HotSync operation; make sure the HotSync Manager is what should I check running. If it is not, open Palm Desktop to make sure I am software. doing it correctly? Click the HotSync Manager, choose Setup and click the Local tab.
  • Page 208 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 209 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 210 Check the following on your organizer: I tried to do a modem HotSync operation, Confirm that the telephone cable is but it did not securely attached to your modem. complete Make sure the dialing instruction dials successfully. the correct phone number. (continued) If you need to dial an outside line prefix, make sure you selected the Dial Prefix...
  • Page 211 My organizer Your computer’s infrared port may be displays the message set to search automatically for the “Waiting for sender” presence of other infrared devices. Do when it’s near my the following to turn off this option: computer’s infrared 1. In the Windows taskbar, click Start. port.

  • Page 212: 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 platform centimeters (approximately 4") and one handheld. meter (approximately 39") apart, and that the path between the two handhelds is clear of obstacles.

  • Page 213: Password Problems

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

  • Page 214: 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 215: 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. You can associate the following...

  • Page 216: Customizing Existing Sample Templates

    Customizing existing sample templates Four sample Expense Report templates come with Palm Desktop software. These templates are stored in the Template folder (which is in the same folder as the Palm Desktop software application). If the layout of one (or more) of these templates is appropriate for your reporting needs, you can easily customize the templates with your company name and other information.

  • Page 217: Determining The Layout Of The Expense Report

    4. From the File menu, choose Save As. 5. Click the Save as type drop-down list and choose Template (*.xlt). 6. Navigate to the Template folder (in the Palm Desktop software directory). If you do not need to change the Maptable.xls file, save the Note: template file with its original file name (e.g., Sample2.xlt).

  • Page 218: Sections

    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. Section 1 (not prepaid) Section 2 (prepaid)

  • Page 219: 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 220: 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 221 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 222 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 223 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 224: Using Applications Other Than Microsoft Excel

    16. Repeat steps 9 through 15 for each Section that you have defined for your custom Expense Report. The Expense Map Expense Report Options dialog (magenta section). Report Options dialog has five fields where you can fill in data for the header on your expense report.

  • Page 225: 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 226: 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 227: 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 228 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 229 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 230: 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 231 Software. 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...
  • Page 232 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 233: Fcc Statement

    Regulatory Engineering Department. Changes or modifications made without written approval may void the user’s authority to operate this equipment. Responsible Party: Palm V Product Family Palm Computing, Inc., a subsidiary of 3Com Corporation Tested to Comply...

  • Page 234: Ctick Certification

    CTICK Certification The supplier code for CTICK certification is N151. This is a Class B product based on the standard of the Voluntary Control Council for In- terference from Information Technology Equipment (VCCI). If this is used near a radio or television receiver in a domestic environment, it may cause radio interference.

  • Page 235: Index

    Index Calculator 51 categories 37–38 Date Book 48 Expense 52 font style 71 installing 40–42 ABA (Address Book archive file) 35 Launcher 16–17, 37–39 AC adapter for recharging battery 10 Memo Pad 51 Accented characters opening 17 Graffiti writing 32 plug-in 183 onscreen keyboard 34 preferences for 39...
  • Page 236 for synchronizing applications 199, 142–143, 193 Calculator Confirming e-mail 122 buttons explained 97 Conflicting events 80 memory 97 Connecting opening 52 service templates 177 overview 51 to server or ISP 176 recent calculations 51, 97 Connection Calibration 14, 164, 197 preferences 171 Call Waiting, disabling 152, 175 selecting for network 173...
  • Page 237 fields in Address Book 88 DBA (Date Book archive file) 35 Customizing. See Preferences Decimal point 165 Cutting text 54 Default Cycling through views 48, 49, 50, 51 categories 59 currency in Expense 102 settings. See Preferences Deleted data, saving in archive files 55 Data entry.
  • Page 238 reports in Excel 105–108, 207–216 Editing sorting records 67 records 53–55 templates for reports 107 unsent e-mail 122 type 101, 109 E-mail addresses vendor 101 in Address Book 85, 86 looking up 118–119 E-mail items. See Mail Entering data 20–22 FCC Statement 225 importing from other Files, linking to external 157...
  • Page 239 numbers 29 problems with IR 202 online Help 55, 162 setting options 139–141 problems using 197 for synchronizing data 11 punctuation marks 30 using with another PIM 43 ShortCuts for entering data 33, 186–187 symbols 31 tips 27 Icons writing 25–34 alarm 76 writing area 7, 26 application 15, 38...
  • Page 240 editing unsent e-mail 122 filing e-mail 124 Keyboard filtering options 128–133 computer 35 folders 126 onscreen 15, 34, 163 HotSync options 113–114 menus 134 opening 114 overview 111–112 Letters priority of delivery 119, 120 font style 71 purging deleted e-mail 126 Graffiti 25, 28 recovering deleted 125 onscreen keyboard 34...
  • Page 241 command equivalents (Graffiti Numbers writing) 18 decimal point and thousands Date Book 82 separator 165 Edit menu 54–55 Graffiti writing 29 Expense 108 onscreen keyboard 15, 20, 34 Mail 134 Memo Pad 95, 98 menu bar 15, 18 Network Preferences 183 1-2-3, for expense reports 216 To Do List 93 Onscreen keyboard 20, 34, 55...
  • Page 242 Phone settings for ISP or dial-in records 56 server 174–176 See also Deleting Pick lists 15 PIM (personal information manager) using HotSync Manager with 43 using with organizer 13 Quattro Pro, for expense reports 216 See also Desktop software Plug-in applications 183 Ports IR on handheld 144 Range of times in Day view 83...
  • Page 243 Rescheduling events 76 Service Resetting organizer selecting for network 171 hard reset 192 templates 177, 183 location of reset button 8, 191 Settings. See Preferences soft reset 191 ShortCuts backing up 142 Retrieving e-mail. See Filters for e-mail managing 186–187 menu commands 18 predefined 34 using 33...
  • Page 244 Tapping 14, 197 Troubleshooting 202 TCP/IP 171, 184 Truncating e-mail 133 TDA (To Do List archive file) 35 Turning off organizer Technical Support 195, 206 automatically 166 Templates for expense reports 107 pen stroke for 163 problems with 196 Text copying 54 Turning on organizer cutting 54...

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