Palm IIIxe Handbook
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Palm IIIxe Handbook

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Handbook
for the
™
Palm IIIxe
Organizer
22864

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Summary of Contents for Palm IIIxe

  • Page 1 Handbook for the ™ Palm IIIxe Organizer 22864...
  • Page 2 V, Palm III, PalmPilot, Palm OS, Palm, the Palm Computing platform logo, the Palm VII logo, the Palm V logo, the Palm III logo, and the PalmPilot logo are trademarks of Palm Computing Inc. or its subsidiaries. Microsoft and Windows are registered trademarks and Outlook and Windows CE are trademarks of Microsoft Corporation.

  • Page 3: Table Of Contents

    Important Information for Upgraders Automatic or Manual Installation of What Matters Most™ Applications..........10 Chapter 1: Introduction to Your Palm IIIxe™ Organizer ....11 Getting to know your Palm IIIxe organizer ........11 What is a Palm IIIxe organizer? .............11 A Word about Franklin Planner Software........12 System requirements ...............12...
  • Page 4 Categorizing records ............... 69 Finding records ................73 Sorting lists of records..............77 Making records private..............78 Attaching notes ................80 Choosing fonts ................. 82 Application-specific tasks..............83 Date Book..................83 Address Book ................... 97 Page 4 Handbook for the Palm III™ Organizer...
  • Page 5 Performing an IR HotSync operation..........159 Returning to cradle HotSync operations ........159 Using HotSync with Multiple Users..........160 Configuring Franklin Planner software for multiple users ..160 Configuring Multiple Palm IIIxe organizers......160 Conducting a HotSync operation via modem.......162 Preparing your computer .............162 Preparing your organizer..............164 Selecting the conduits for a modem HotSync operation..165...
  • Page 6 TCP/IP troubleshooting ............... 194 Owner preferences................195 ShortCuts preferences ..............196 Creating a ShortCut............... 196 Editing a ShortCut ................. 197 Deleting a ShortCut ............... 197 Appendix A: Maintaining Your Organizer.........199 Caring for your organizer..............199 Page 6 Handbook for the Palm III™ Organizer...
  • Page 7 Battery considerations ..............200 Resetting your organizer ..............201 Performing a soft reset ..............201 Performing a hard reset..............202 Appendix B: Frequently Asked Questions ........205 Software installation problems............205 Operating problems ................206 Tapping and writing problems ............207 Application problems ...............208 HotSync problems ................209 Beaming problems................215 Password problems................216 Technical support ................217 Telephone Support.................217...
  • Page 8 Page 8 Handbook for the Palm III™ Organizer...

  • Page 9: About This Book

    Welcome to the Palm IIIxe™ 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 IIIxe organizer and the applications that come with it.

  • Page 10: Important Information For Upgraders

    ™ What Matters Most Applications If you have “hard reset” your Palm IIIxe or are using a new Palm IIIxe that has not been synchronizing with any desktop organizer, the Franklin Covey applications contained in this package will be installed automatically during the first HotSync operation that you conduct.

  • Page 11: Chapter 1: Introduction To Your Palm Iiixe™ Organizer

    Palm IIIxe Organizer ™ This chapter explains the physical buttons and controls on your Palm IIIxe™ connected organizer, how to use your organizer for the first time, and how to use HotSync technology to synchronize your ® organizer and Franklin Planner™ Software for Windows®.

  • Page 12: A Word About Franklin Planner Software

    What Matters Most time and life management system from Franklin Covey. Combining What Matters Most with your Palm organizer makes it much more than just a system for keeping track of tasks, appointments, notes, and addresses—your Palm organizer becomes a tool to help you to proactively set and achieve goals that help you achieve what truly matters most to you in your own life.

  • Page 13: Upgrade Information

    Franklin Planner software that comes with your new Palm IIIxe organizer into the same folder as your current version of Franklin Planner software or ASCEND 97. When you install the new version in the same folder as the previous version, all your data is preserved.

  • Page 14: Palm Iiixe Components

    Palm IIIxe components Locating front panel controls Screen Graffiti writing area Scroll button Power button/ Application buttons Backlight control 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 ®...
  • Page 15 Power Turns your organizer on or off and controls the button backlight feature. If your organizer is turned off, pressing the power button turns the unit on and returns you to the last screen you viewed. If your organizer is turned on, pressing the power button turns the unit off.
  • Page 16 Protective flip cover The cover protects the organizer screen when it is not in use and helps reduce glare while you use your organizer. You can open the cover so that it is at an angle, open it fully, or remove it altogether by pulling the cover out of the holes on the sides of the organizer.
  • Page 17 IR port Uses infrared technology to transmit data to and receive data from other Palm Computing ® platform handhelds, and to perform HotSync operations. See “Beaming information” in Chapter 5 and “IR HotSync operations”...

  • Page 18: Installing The Batteries

    Installing the batteries To use your organizer, you must install two AAA alkaline batteries. The batteries fit behind the battery door on the back of the organizer. See “Battery considerations” in Appendix A for more information. To install the batteries: 1.

  • Page 19: Franklin Planner Software For Windows

    Franklin Planner Edition of the Palm IIIxe. The booklet tells you how to install the Franklin Covey applications on your Palm IIIxe, how to use them, and how they synchronize with Franklin Planner software. With Franklin Planner software, you can do the following: Work with your organizer applications on your computer.

  • Page 20: Connecting The Cradle

    Print your Date Book, Address Book, Task List, and Memo Pad information on any printer. Installing Franklin Planner software See the Franklin Planner Software User’s Manual for instructions on how to install Franklin Planner software on your desktop computer. Connecting the cradle The cradle that comes with your organizer enables you to synchronize the information on your organizer with the Franklin Planner software using HotSync technology.

  • Page 21: Elements Of The Organizer Interface

    Important: Always use the point of the stylus for tapping or making strokes on the organizer screen. Never use an actual pen, pencil, or other sharp object to write on the organizer screen. With your organizer turned on, you can tap the organizer screen to do many operations, such as the following: Open applications Choose menu commands...
  • Page 22 Icons Tap the icons to open applications , menus Calculator , and to find text anywhere in your data With the cursor in an input field, tap the dot to activate the alphabetic keyboard. With the cursor in an input field, tap the dot to activate the numeric keyboard.

  • Page 23: Opening Applications

    Next/ Tap the up and down arrows to display the previous previous and next page of information; tap the left and right arrows arrows to display the previous and next record. Opening applications You can use the Applications Launcher to open any application installed on your organizer.

  • Page 24: Using Menus

    2. Tap the icon of the application that you want to open. If you have many applications installed on your 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 25 Tap the title area Tap the Menu icon In this example, three menus are available: Record, Edit, and Options. The Record menu is selected and contains the commands New Memo, Delete Memo, and Beam Memo. Choosing a menu After you open the menu bar for an application, tap the menu that contains the command you want to use.
  • Page 26 Menu commands Command letters Draw the Command stroke anywhere in the Graffiti area. When you draw the Command stroke, the Command toolbar appears just above the Graffiti writing area to indicate that you are in Command mode. Command Undo Copy Paste Beam Delete The command toolbar displays context sensitive menu commands for...

  • Page 27: Four Ways To Enter Data

    To display an online tip: 1. Tap the Tips icon 2. After you review the tip, tap Done. Four ways to enter data There are four ways to enter data into your organizer: Using the onscreen keyboard Using Graffiti writing Entering or importing data in Franklin Planner software and then synchronizing with your organizer Using an external keyboard...
  • Page 28 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 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.
  • Page 29 To open Memo Pad: 1. Press the Memo Pad application button 2. Tap New. Note: A blinking cursor appears on the first line of the new memo to indicate where new text will appear. memo cursor Write in Graffiti area See “Using Graffiti writing to enter data”...

  • Page 30: Customizing Your Organizer

    enter large amounts of data quickly and accurately while you are away from your computer. 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;...
  • Page 31 clock. See “Formats preferences” in Chapter 7 for more information. 5. Tap OK. To set the current date: 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.
  • Page 32 Page 32 Chapter 1...

  • Page 33: Chapter 2: Entering Data In Your Palm Iiixe™ Organizer

    Entering Data in Your Palm IIIxe Organizer ™ This chapter explains how to enter data into your Palm IIIxe™ 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 Most characters require only a single stroke. When you lift the stylus from the Graffiti writing area, your organizer recognizes and displays the text character immediately. To accomplish single strokes, some Graffiti strokes are portions of the regular alphabet equivalents. The Graffiti writing area is divided into two parts: one for writing the letters of the alphabet and one for writing numbers.

  • Page 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 36 Chapter 2...

  • 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

    Graffiti numbers Number Strokes Number Strokes Writing punctuation marks Graffiti writing can create any punctuation symbol that you can enter from a standard keyboard. All punctuation marks begin with a single tap on the Graffiti writing area. When you make this tap, you activate Punctuation Shift and a dot appears to show it is active.

  • Page 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

    • ™ ® © — ƒ ∅ Writing accented characters To create accented characters, draw the stroke normally used to create the letter, followed by an accent stroke. Graffiti writing then adds the accent to the letter. For example, the following diagram shows the strokes required to draw an accented “e.”...

  • Page 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

    Your organizer includes the following predefined Graffiti ShortCuts: Entry ShortCut Date stamp Time stamp Date / time stamp Meeting Breakfast Lunch Dinner Using the onscreen keyboard You can open the onscreen keyboard anytime you need to enter text or numbers on your organizer. Note that you cannot enter Graffiti characters while using the onscreen keyboard.

  • Page 43: Using Your Computer Keyboard

    If you have data stored in computer applications such as spreadsheets and databases, or if you want to import data from another organizer, you can transfer the data to your Palm IIIxe organizer. Franklin Planner software can import data files saved in either "comma delimited"...
  • Page 44 Page 44 Chapter 2...

  • Page 45: Chapter 3: Managing Your Applications

    Managing Your Applications This chapter explains how to switch between applications on your Palm IIIxe™ 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

    2. From the Windows taskbar, choose Start, Programs, Franklin Covey, Palm Connected Organizer, Palm Install Tool. 3. Click Install. You can also access the Palm Install Tool dialog by Tip: double-clicking any file with a PRC file extension. Page 48...
  • Page 49 4. In the User drop-down list, select the name that corresponds to your Palm IIIxe 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 50: Installing Games

    Installing games The CD-ROM also includes games that you can install with the Install Tool, such as Giraffe. Giraffe is a fun, easy way for you to practice Graffiti writing. ® After you install and start a game, the instructions appear in the Game menu.

  • Page 51: 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: Lock and turn off your organizer so that it does not operate until you enter the correct password.

  • Page 52: 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 53: 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 54 Page 54 Chapter 3...

  • Page 55: Chapter 4: Using Your Basic Applications

    Palm Computing Platform In addition to your basic Palm IIIxe applications, Franklin Covey produces applications for the Palm IIIxe that support the time and life management methodology taught in the What Matters Most seminar. The Franklin Covey Task List is automatically installed on your Palm IIIxe the first time you perform a HotSync operation.
  • Page 56 For more information about how to install and use the What Matters Most applications for the Palm organizer, see the booklet entitled What Matters Most Applications for the Palm Computing Platform that comes with this package.

  • Page 57: 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. The Date Book synchronizes with the Appointment Schedule in Franklin Planner software. In Date Book, you can do the following: Enter a description of your appointment and assign it to a specific time and date.

  • Page 58: Address Book

    Address Book Address Book enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. The Address Book synchronizes with the Address and Phone List in Franklin Planner software. In Address Book, you can do the following: Quickly look up or enter names, addresses, phone numbers, and other information.

  • Page 59: To Do List

    Note: The To Do List does not synchronize with Franklin Planner software. Instead, Franklin Planner software synchronizes with the Franklin Covey Task List application. See the booklet entitled What Matters Most Applications for the Palm Computing Platform for information about the Task List. Chapter 4...

  • Page 60: 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. The Memo Pad synchronizes with Notes in Franklin Planner software. In Memo Pad, you can do the following: Take notes or write any kind of message on your organizer.

  • Page 61: 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 IIIxe organizer package.) To open Expense: 1. Tap the Applications icon 2.

  • Page 62: 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 63 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. In general, commands available in the Edit menu apply to text that you select in an application.

  • Page 64: Deleting Records

    Select All Selects all of the text in the current record or screen. This enables you to cut or copy all of the text and paste it elsewhere. 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.

  • Page 65: Purging Records

    current repeating event, current and future events, or all instances of that event. 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 66: Exchanging And Updating Data: Hotsync Operations

    Palm IIIxe organizers, and specify which Franklin Planner software database for a specific Palm IIIxe organizer to synchronize with. See Chapter 6 for more information on how to use multiple Palm IIIxe organizers with multiple Franklin Planner software databases. Important: You must perform your first HotSync operation with a local, direct connection, rather than using a modem.
  • Page 67 Tip: with the cradle when it is inserted properly. 2. If the HotSync Manager is not running, start it: On the Windows desktop, choose Start, Programs, Franklin Covey, Palm Connected Organizer, HotSync Manager. ™ on the cradle. 3. Press the HotSync button...
  • Page 68 4. Wait for a message on your organizer indicating that the process is complete. After the HotSync process is complete, you can remove your organizer from the cradle. Page 68 Chapter 4...

  • Page 69: Categorizing Records

    Unfiled or assign it to a category at any time. Notes about Categories You can assign up to 15 unique categories per Palm IIIxe module that supports categories. For example, you can have 15 unique categories for the Address Book and 15 unique categories for the Task List. The categories do not have to the be same.
  • Page 70 System-defined and user-defined categories By default, your organizer includes system-defined categories, such as All and Unfiled, and user-defined categories, such as Business and Personal. You cannot modify the system-defined categories, but you can rename and delete the user-defined categories. In addition, you can create your own user-defined categories.
  • Page 71 Tap here Note: In the Date Book Agenda view, the pick list is in the upper right of the To Do list. 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 or list.

  • Page 73: Finding Records

    5. Tap OK. Tip: You can group the records in two or more categories into one category by giving the categories the same name. For example, if you change the name of the Personal category to Business, all records formerly in the Personal category appear in the Business category.
  • Page 74 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. For example, writing an “s” scrolls to “Sands,” and writing “sm” scrolls further to “Smith.” If you sort the list by company name, the Look Up feature scrolls to the first letter of the company name.
  • 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

    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

    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 records. To hide all private records: 1. Tap the Applications icon 2. Tap Security. 3. Tap the Current Privacy pick list and select Hide Records. Tap Hide Records 4. Tap OK to confirm that you want to hide private records. To mask all private records: 1.

  • Page 80: Attaching Notes

    4. Tap OK to confirm that you want to mask private records. To display private records: 1. Do one of the following: Tap a masked record. Tap the Applications icon , tap Security, then tap the Cur- rent Privacy pick list and select Show Records. If you do not have a password, hidden and masked records be- come visible.
  • Page 81 4. Tap Note. 5. Enter your note. 6. Tap Done. A small note icon appears at the right side of any item that has a note. Note icon To review or edit a note: 1. Tap the Note icon To delete a note: 1.

  • Page 82: 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 83: 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. Date Book synchronizes with the Appointment Schedule in Franklin Planner software. 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 84 2. Enter a description of the event. You can enter up to 255 characters. 3. If the event is one hour long, skip to step 5. If the event is longer or shorter than an hour, tap the time of the event to open the Set Time dialog box.
  • Page 85 6. Tap a blank area of the screen to deselect the event. A vertical line appears next to the time, indicating the duration of the event. Note: If an event has the same start and end time, the time is only displayed once.
  • Page 86 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 No Time, so that no start or end times are defined for the new event.
  • Page 87 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 88 7. When the reminder message appears on screen, do one of the following: Tap OK to permanently dismiss the reminder and return to the current screen. Tap Snooze to dismiss the reminder and return to the current screen. The reminder message appears again five minutes after you tap Snooze.
  • Page 89 To schedule a repeating or continuous event: 1. Tap the event. Typically, a continuous event is an untimed event. 2. Tap Details. 3. Tap the Repeat box to open the Change Repeat dialog box. Tap the Repeat 4. Tap Day, Week, Month, or Year to set how often event repeats. For a continuous event, tap Day.
  • Page 90 3. Tap Record, and then tap Delete Event. 4. Do one of the following: Tap Current to delete only the current event item. Tap Future to delete the current and all future event items and reset the end date of the repeating event to the last shown date. Tap All to delete all occurrences of the repeating event.
  • Page 91 Changing the Date Book view In addition to displaying the time list for a specific day, you can also display a whole week, a month, or an agenda. You can also display the current time. To cycle through Day, Week, Month, and Agenda views: Press the Date Book application button repeatedly to display the next view.
  • Page 92 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. Tap a blank time on any day to move to that day and have the time selected for a new event.
  • Page 93 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 Dashes on right side indicate events Crosses below date indicate untimed events Month View button You can control the dots and lines that appear in the Month View.
  • Page 94 Agenda View 2. Tap the navigation controls to move forward or backward a day at a time, or to display more events and To Do items. Note: You can also change the category of To Do items shown. Click on the pick list to choose another category. See “To Do List”...
  • Page 95 Options menu Display Options Allows you to change Date Book’s appearance and which events display. Activates the time bars that Show Time Bars. appear in the Day View. The time bars show the duration of an event and illustrate event conflicts.
  • Page 96 Preferences Defines the start and end times Start/End Time. for Date Book screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down. Automatically sets an alarm for Alarm Preset.

  • Page 97: Address Book

    Address Book Address Book is the application in which you store name and address information about people or businesses. Address Book synchronizes with the Address and Phone List in Franklin Planner software. 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 Franklin Planner software to create entries on your computer and then download the entries to your organizer with your next HotSync operation.
  • Page 98 4. Use the Next Field Graffiti stroke to move to the First Name field. Next Field Tip: You can also move to any field by tapping it directly. 5. Enter the person's first name in the First Name field. 6. Enter the other information that you want to include in this entry. Note: As you enter letters in the Title, Company, City, and State fields, text appears for the first logical match that exists in...
  • Page 99 apply only to the current entry. To select other types of phone numbers in an entry: 1. Tap the entry that you want to change. 2. Tap Edit. 3. Tap the pick list next to the label you want to change. triangle 4.
  • Page 100 Show in List Select which type of phone or other information appears in the Address list screen. Your options are Work, Home, Fax, Other, E-mail, Main, Pager, and Mobile. The identifying letters W, H, F, O, E, M, or P appear next to the record in the Address list, depending on which information is displayed.
  • Page 101 Options menus Address view Address list Preferences Determines how Remember last category. Address Book appears when you return to it from another application. If you select this check box, Address Book shows the last category you selected. If you clear it, Address Book displays the All category.

  • Page 102: To Do List

    HotSync operation. For more information about the Franklin Covey Task List, see the booklet entitled What Matters Most Applications for the Palm Computing Platform that comes with this package. To create a To Do List item: 1.
  • Page 103 Note: When you create a new To Do List item, its priority is automatically set to level 1, the highest (most important) level. If you select another item first, however, the item you create appears beneath the selected item and is given the same priority as the selected item.
  • Page 104 Changing To Do List item details The To Do Item Details dialog box enables you to change settings for individual items. To display the To Do Item Details dialog box: 1. Tap the text of the item whose details you want to change. 2.
  • Page 105 3. Tap OK. Tip: If you turn on the Show Due Dates option in the To Do Show options dialog, you can tap directly on the due date in the To Do List to open the pick list shown in step 2. To Do Show Options The Show Options dialog box enables you to control the appearance of To Do List, and To Do items in Date Book Agenda view.
  • Page 106 Record Replaces the due date with the actual date Completion when you complete (check) the item. If you do Date not assign a due date to an item, the completion date still records when you complete the item. 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.

  • Page 107: 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.” Memo Pad synchronizes with Notes in Franklin Planner software. To create a new memo: 1.
  • Page 108 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 109: Calculator

    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 110 Clears any value that is stored in the Calculator memory. Recent Calculations The Recent Calculations command enables you to review the last series of calculations and is particularly useful for confirming a series of “chain” calculations. To display recent calculations: 1.

  • Page 111: 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 112 Tip: Another 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 113 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 114 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 115 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 116 Displaying the euro on your desktop computer At present, Franklin Planner software does not support display or printing of the euro currency symbol. Therefore, though you are able to see the euro symbol on your Palm IIIxe, it is not represented Page 116 Chapter 4...
  • Page 117 These fonts are part of the operating system on your desktop computer. They do not reside with your Desktop application, and they are not produced by Palm Computing. Operating Euro Support...
  • Page 118 1. Perform a HotSync operation to transfer your latest Expense data to your computer. 2. From the Windows Taskbar, choose Start, Programs, Franklin Covey, Palm Connected Organizer, Expense Report to open Microsoft Excel and the Expense Report configuration dialog box. 3. Click the expense category that you want.
  • Page 119 Using expense report templates The Expense application 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 Franklin Planner software directory on your computer.
  • Page 120 templates. 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 121 Options menu Preferences Lets you select an expense type Use automatic fill. 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 122 Page 122 Chapter 4...

  • Page 123: Chapter 5: Communicating Using Your Organizer

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

  • Page 124: Setting Up Mail On The Desktop

    Mail during the installation. To set up Mail: 1. From the Windows taskbar, choose Start, Programs, Franklin Covey, Palm Connected Organizer, Mail Setup. 2. Follow the instructions onscreen to set up your organizer for use with your desktop e-mail application.
  • Page 125 3. Select Mail in the list box. 4. Click Change. 5. Click one of the following settings: Synchronize Synchronizes the mail on your organizer and the files your desktop e-mail application. Desktop Replaces the mail on your organizer with the overwrites mail in your desktop e-mail application.

  • Page 126: Synchronizing Mail With Your E-Mail Application

    Synchronizing Mail with your E-Mail application After you enable and configure Mail, you need to perform a HotSync operation to synchronize Mail with your desktop e-mail application. For a complete explanation of HotSync technology, see Chapter 6. Opening the Mail application on your organizer To open Mail: 1.

  • Page 127: Creating E-Mail Items

    To close an e-mail item: Tap Done to close the e-mail item. Displaying full header information By default, Mail displays abbreviated header information, which comprises only the From: and Subj: fields. The full header provides complete information about the sender, receiver, and copied recipients, in addition to the subject and date the e-mail item was created.
  • Page 128 Note: Enter the address as if you were entering it from your desktop e-mail application. For example, network users sending an e-mail item to a user on the same network do not need to add Internet information, such as @mycorp.com. 3.

  • Page 129: Looking Up An Address

    To reply to an e-mail item: 1. Tap an e-mail item in the Message list to display it onscreen. 2. Tap Reply. 3. Select whom you want to receive the reply: Sender only, All recipients, or someone who didn’t see the original e-mail item (Forward).

  • Page 130: Adding Details To E-Mail Items

    ® menu or by using the Graffiti Command stroke /L. Tap Lookup 5. Enter the first letter of the entry you want to find to scroll to the first entry that begins with that letter. If you write an additional letter, the list scrolls to the first entry that starts with those two letters.
  • Page 131 The following details are available: Priority Flags an e-mail item as High, Normal, or Low priority. Creates a blind carbon copy field in the New Message screen. Signature Attaches previously defined text as the closing of an e-mail item. See “Adding a signature to your e-mail item”...
  • Page 132 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. Sending a blind carbon copy To add a BCC field to your e-mail item: 1.
  • Page 133 create your signature. Then you select the Signature option. To create a signature: 1. Tap the Menu icon 2. Tap Options, and then tap Preferences. 3. Tap the Signature text field and enter the text of your signature. Add signature text here 4.

  • Page 134: Storing E-Mail To Be Sent Later

    3. Tap OK. Storing e-mail to be sent later When you send e-mail from your organizer, it actually stores the e-mail in the Outbox folder until the next time you synchronize your organizer with your computer. During synchronization, all e-mail stored in the Outbox folder is transferred to the Outbox folder in your desktop e-mail application.

  • Page 135: Draft E-Mail

    Tap here to select item Tap to edit item 3. Tap Edit. Draft e-mail Sometimes you may not want to send an e-mail item immediately; for example, you may want to add additional information before sending it. Your organizer stores such e-mail items in the Draft folder until you are ready to edit them again.

  • Page 136: Filing E-Mail

    Tap here to select item Tap to edit item 3. Tap Edit. 4. Enter your changes; then either save the e-mail item again as a draft, or tap Send to move the item to your Outbox folder. Filing e-mail Your organizer can store e-mail you receive or create in the Filed folder.

  • Page 137: Removing E-Mail From The Deleted Folder

    the organizer, it is also deleted from your desktop e-mail application when you perform the next HotSync operation. To delete e-mail: 1. Open the e-mail item you want to delete. 2. Tap Delete. 3. If you selected the Preferences option to confirm deletion, tap Yes. Removing e-mail from the Deleted folder You can reverse the deletion of an e-mail item (by removing it from the Deleted folder) as long as you have not performed a HotSync...

  • Page 138: Message List Options

    3. Tap Yes. Note: You cannot restore e-mail items after you purge them. Message list options Message list options enable you to manage the way the Message list displays information. Folders Your organizer provides folders for categorizing your mail. The Message list displays the e-mail items in the folder you select.

  • Page 139: Hotsync Options

    Show 2. Tap the Show Date check box to select it. 3. Tap OK. Sorting the Message list You can sort e-mail items by the date sent, by sender, or by subject. Note: High-priority e-mail items always appear first, no matter how you sort the list.
  • Page 140 urgent e-mail during remote synchronization. Once defined, your organizer determines if synchronization is occurring locally or remotely and uses the appropriate settings for the HotSync operation. To open the HotSync Options dialog box: 1. Tap the Menu icon 2. Tap Options, and then tap HotSync Options. 3.

  • Page 141: 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 142 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 143 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 144 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 145: 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 146: 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 147: 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 148 Tip: For best results, Palm IIIxe 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 149 4. Tap Yes. 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 150 Page 150 Chapter 5...

  • Page 151: Chapter 6: Advanced Hotsync® Operations

    ® Software or another PIM such as Microsoft Outlook. To synchronize data, you must connect your Palm IIIxe™ organizer and Franklin Planner software. You can synchronize your data either directly, by placing your organizer in the cradle attached to your computer or using infrared communications.
  • Page 152 With this option, the HotSync Manager synchronizes data even when Franklin Planner software is not running. Available only Not applicable for use with Franklin Planner when Palm software. Desktop is running Manual Monitors requests only when you select HotSync Manager from the Start menu.

  • Page 153: Customizing Hotsync Application Settings

    This selection should match the number of the port to which you connected the cradle. Note: Your organizer cannot share this port with an internal modem or other device. See “Palm IIIxe components” in Chapter 1 if you have trouble identifying the serial port. Speed...
  • Page 154 Note: Remember, the To Do List does not synchronize with Franklin Planner software. In addition to the conduits for Date Book, Address Book, To Do List, Memo Pad, and Expense, HotSync Manager includes System and Install conduits. The System conduit backs up the system information stored on your organizer, including Graffiti ShortCuts.

  • Page 155: Ir Hotsync Operations

    IrCOMM implementation of the standards for infrared communication established by the Infrared Data Association (IrDA). This means that not only can you beam data to another Palm 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 156 Check your computer’s documentation to learn if the computer supports infrared communication. If your computer is a Macintosh G3, or uses Microsoft Windows 98, infrared communication is built into the operating system. Some versions of the Macintosh iMac also have built-in infrared communication. The following procedure explains how to find out if your Windows 95 computer has an infrared driver installed.
  • Page 157 The Add Infrared Device Wizard appears. 8. Click Next. 9. Accept the defaults provided until the Wizard asks you to select an infrared port. Be sure to select an available communications port. Do not select the port that the HotSync Manager currently uses. 10.

  • Page 158: Configuring Hotsync Manager For Infrared Communication

    Manager for infrared communication. This port (COM4 in this example) is the simulated port, the channel through which the actual infrared communication takes place between your computer and your organizer. 6. Deselect any other check boxes in the Options tab. 7.

  • Page 159: 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 160: Using Hotsync With Multiple Users

    The first time you conduct a HotSync operation, if your Franklin Planner software has multiple user databases, HotSync Manager will prompt you to specify or select a name for your Palm IIIxe organizer, then will also prompt you to select the corresponding user name for the desired Franklin Planner software database.
  • Page 161 HotSync button. 3. The Select User dialog box will appear. 4. From the list, select the name of your Palm IIIxe organizer. If you want to specify a name other than one on the list, choose New and follow the prompts to set up a new user name. Click OK when finished.

  • Page 162: Conducting A Hotsync Operation Via Modem

    Conducting a HotSync operation via modem You can use a modem to synchronize your organizer when you are away from your computer. Note: The first HotSync operation must be local, using the cradle. After that, you can perform a modem HotSync operation. To perform a HotSync operation via modem you need the following: A modem connected to your computer.
  • Page 163 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 164: 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 165: 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 166: 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 167: 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 168 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. With this information, your organizer can locate your computer when you perform a HotSync operation over the network.

  • Page 169: Performing A Network Hotsync Operation

    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. Tap Options, then tap Conduit Setup. Follow the instructions in “Selecting the conduits for a modem HotSync operation”...

  • Page 170: Using File Link

    Web site at the following address: http:\\www.franklincovey.com Future release of the File Link feature with the Palm IIIxe will enable you to synchronize the Address Book and Memo Pad information on your Palm IIIxe organizer with a separate external file such as a company phone list.

  • Page 171: Creating A User Profile

    Covey release of the Palm IIIxe electronic organizer. However, Franklin Covey expects to support User Profiles in a future release of the Franklin Planner software that comes with the Palm IIIxe organizer. You can stay informed about developments in this area by visiting our Web site at the following address: http:\\www.franklincovey.com...
  • Page 172 Page 172 Chapter 6...

  • Page 173: 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 IIIxe™ organizer. In the Preferences screens, you can do the following: General Set the date and time, the auto shut-off interval, the Beam Receive feature, and the system, alarm, and game sounds.

  • Page 174: 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, you could assign the To Do List button to start the Franklin Covey Task List. Any changes you make in the Buttons Preferences screen become effective immediately;...
  • Page 175 Turns off and locks the organizer. You must assign a password to lock the organizer. When locked, you need to enter the password to use your organizer. Beam Data Beams the current record to another Palm Computing platform handheld. ® Backlight Turns on the backlight on your organizer.

  • Page 176: Hotsync Buttons Preferences

    HotSync buttons preferences The Buttons Preferences screen also enables you to associate different applications with the HotSync button on the cradle and the HotSync button on the optional 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 177: 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 178: 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 after a period of inactivity.

  • Page 179: Connection Preferences

    Connection preferences The Connection Preferences screen enables you to define the settings used to perform different types of HotSync operations. The screen displays a list of available configurations that are ready to be further defined; the list varies depending on the kind of software you’ve added to your organizer.

  • Page 180: 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 181: Network Preferences And Tcp/Ip Software

    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 182: Selecting A Service

    Note: TCP/IP provides the ability to connect to your ISP or dial-in server with applications that allow you to view the transmitted data. Visit the web site http://www.palm.com for information on third-party applications that take advantage of TCP/IP. Selecting a service Use the Service setting to select the service template for your Internet Service Provider or a dial-in server.

  • Page 183: Entering A Password

    Enter your user name here Note: Most dial-in servers do not accept spaces in the user name. Entering a password The Password box identifies the password you use to log into your server or ISP. Your entry in this field determines whether your 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...

  • Page 184: Selecting A Connection

    Note: The Password field updates to display the word “Assigned.” Selecting a connection Use the Connection setting to select the method you want to use to connect to your Internet Service Provider or a dial-in server. See “Connection preferences” earlier in this chapter for information about creating and configuring connection settings.
  • Page 185 2. Enter the phone number for your ISP or dial-in server. Enter your ISP phone number here 3. If you need to enter a prefix or disable Call Waiting, skip to those procedures. Otherwise, tap OK. Entering a prefix A prefix is a number that you dial before the telephone number to access an outside line.
  • Page 186 Select this box if you Enter your disable need to code here disable Call Waiting 2. Enter the code to disable Call Waiting on the Disable call waiting line. Note: Each telephone company assigns a code to disable Call Waiting. Contact your local telephone company for the code that is appropriate for you.

  • Page 187: Connecting To Your Service

    For information about third- party applications that support TCP/IP, check the web site http://www.palm.com To establish a connection: Tap Connect to dial the current service and display the Service Connection Progress messages.

  • Page 188: 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 189 Immediate Drops the connection to your ISP immediately when you switch to another application. 1 minute Waits one minute for you to open another application before it drops the connection. 2 minutes Waits two minutes. 3 minutes Waits three minutes. Power Off Keeps your PPP or SLIP connection until you turn off your organizer (or until it times out).

  • Page 190: Login Scripts

    IP address Everyone who logs on to the Internet needs to have a unique identifier (an IP address), whether permanent or temporary. Some networks dynamically assign a temporary IP address when clients log in. The IP Address field lets you identify whether your network provides automatic (dynamic) temporary IP addressing.

  • Page 191: Creating A Login Script On Your Organizer

    in to the corporate servers from your organizer using a modem or network connection. The script is generally prepared by the System Administrator and distributed to users who need it. It automates the events that must take place in order to establish a connection between your organizer and the corporate servers.
  • Page 192 Tap here 3. Tap the command you want from the Command list. If the command requires additional information, a field appears to the right of it for you to enter the information. The following commands are available: Wait For Tells your organizer to wait for specific characters from the TCP/IP server before executing the next command.

  • Page 193: Plug-In Applications

    Compiled into a device executable Called properly from a login script Able to return control to a login script after it terminates Created using a development environment that supports the Palm ® software, such as Metrowerks CodeWarrior for Palm Computing Platform.

  • Page 194: Network Preferences Menu Commands

    2. Tap the service template you want to delete. 3. Tap the Menu icon 4. Tap Service, and then tap Delete. 5. Tap OK. Network preferences menu commands The Network Preferences screen includes menu commands to make it fast and easy to create and edit service templates. TCP/IP application menus are shown here for your reference.

  • Page 195: Owner Preferences

    To view the Network Log: 1. Tap Options, and then tap View Log. 2. Tap the scroll bar arrows to see the entire Network Log. 3. Tap Done. Adding DNS numbers If your ISP or dial-in server requires DNS numbers and you did not enter them in the Network Preferences screen, it will appear that you logged into your network, but when you try to use an application or look up data, the connection fails.

  • Page 196: Shortcuts Preferences

    To unlock the Owner Preferences screen: 1. Tap Unlock. 2. Enter the password that you defined in the Security application. 3. Tap OK. 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.

  • Page 197: Editing A Shortcut

    Tip: To use a ShortCut, draw the ShortCut stroke followed by the ShortCut characters. When you draw the ShortCut stroke, the ShortCut symbol appears at the insertion point to show that you are in ShortCut mode. ShortCut Editing a ShortCut After you create a ShortCut, you can modify it at any time.
  • Page 198 Page 198 Chapter 7...

  • Page 199: 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 200: Battery Considerations

    Battery considerations Please note the following considerations when replacing the batteries in your organizer: Under normal conditions, your organizer batteries should provide several months of use. You can conserve battery life by minimizing the use of the backlight feature, and changing the Auto-off setting that automatically turns the organizer off after a period of inactivity.

  • Page 201: Resetting Your Organizer

    Reset button Tip: Some Palm IIIxe™ organizers include a metal and plastic stylus with a reset tip inside. To use it, unscrew the metal barrel from the stylus quill. Appendix A...

  • Page 202: Performing A Hard Reset

    (or similar object without a sharp tip) to gently press and release the reset button. ® 3. Wait for the Palm Computing Platform logo to appear; then release the power button. 4. When a message appears on the organizer screen warning that you...
  • Page 203 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 204 Page 204 Appendix A...

  • Page 205: Appendix B: Frequently Asked Questions

    Appendix B Frequently Asked Questions If you encounter a problem with your Palm IIIxe™ organizer, do not call Franklin Covey Technical Support until you have reviewed the following list of frequently asked questions, and you have also reviewed the following:...

  • Page 206: Operating Problems

    Operating problems Problem Solution I don’t see anything Try each of these in turn: on my organizer’s Change the contrast settings. screen. Replace the batteries. I get a warning Purge records from Date Book and To message telling me Do List. This deletes To Do List items my organizer and past Date Book events from the memory is full.

  • Page 207: 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 208: 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 209: Hotsync Problems

    Make sure you are not running another program, such as America Online, HotSync Manager. CompuServe, or WinFax, that uses the serial port you selected in the Setup dialog box. Reinstall Franklin Planner software and ensure that “Install Palm interface files” is checked. Appendix B Page 209...
  • Page 210 My organizer Move your organizer away from the appears to freeze computer’s infrared port. when I place it near my computer. I tried to do a local Try each of these in turn: HotSync operation, Make sure HotSync Manager is running. but it did not If HotSync Manager is running, exit, complete...
  • Page 211 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-saving successfully. feature.
  • Page 212 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 213 4. Double-click Ports. 5. Check each accessory is using a dif- ferent port. Reinstall Franklin Planner software and make sure “Install Palm interface files” is checked. Turn on your organizer and tap the Applications icon. Tap the HotSync icon, then tap Local.
  • Page 214 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 215: Beaming Problems

    Beaming problems Problem Solution I cannot beam data to For best results, Palm organizers should another Palm be between 10 centimeters Computing platform (approximately 4 inches) and 1 meter handheld. (approximately 39 inches) apart, and the path between the two organizers must be clear of obstacles.

  • Page 216: 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 217: Technical Support

    There are many accessories that go with the Palm IIIxe electronic organizer, such as modem cables for remote HotSync operations, Franklin Planner binders designed to hold the Palm IIIxe, and so forth. To order Palm IIIxe accessories, call Franklin Covey at (800) 877-1814.
  • Page 218 Page 218 Appendix B...

  • Page 219: Appendix C: Creating A Custom Expense Report

    Appendix C Creating a Custom Expense Report This section explains how to modify existing Expense application templates and how to create your own custom expense report templates for use with the Expense application. Note: This section assumes that you are familiar with Microsoft Excel or a similar spreadsheet application.

  • Page 220: Customizing Existing Sample Templates

    Customizing existing sample templates Four sample Expense Report templates come with the Expense application. These templates are stored in the Template folder (normally C:\Program Files\Franklin Covey\Planner\Palm\ Template). 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 221: 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 Franklin Planner software directory). Note: If you do not need to change the Maptable.xls file, save the template file with its original file name (e.g., Sample2.xlt).

  • Page 222: 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 223: 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 224: 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. Note: This file is located in the same folder as the Franklin Planner software application.
  • Page 225 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 226 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 227 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 228: 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 229: 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 230: 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 231: Warranty, Regulatory, And Other Product Information: Limited Warranty

    Pilot 5000, PalmPilot™ Personal Edition, PalmPilot Professional Edition, Palm III™, Palm V™ and Palm VII™ connected organizers, as well as all other Palm Computing, Inc. products based on the Palm Computing platform software as of July 1, 1998 and ®...

  • Page 232: Obtaining Warranty Service (Year 2000 Warranty Only)

    Any Palm Computing platform application supplied by Palm Computing, Inc. that makes correct use of Palm Computing platform date and time functions will not have a problem transitioning to the year 2000. The date and time utilities for the Palm Comput- ing platform use 32 bits to store seconds, starting at January 1, 1904.

  • Page 233: Product Regulatory Information

    Palm Computing, Inc., a subsidiary of 3Com Corporation 5400 Bayfront Plaza PO Box 58007 Santa Clara, California 95052-8007 (408) 326-5000 Product Regulatory Information FCC Statement This device complies with part 15 of the FCC rules. Operation is subject to the following...

  • Page 234: Canadian Ices-003 Statement

    Canada. CE Compliance Statement This product was tested by Palm Computing, Inc. and found to comply with all the re- quirements of the EMC Directive 89/336/EEC as amended. This is a Class B product based on the standard of the Voluntary Control Council for In- terference from Information Technology Equipment (VCCI).
  • Page 235 Varning Eksplosionsfara vid felaktigt batteribyte. Använd samma batterityp eller en ekvivalent typ som rekommenderas av apparattillverkaren. Kassera använt batteri enligt fabrikan- tens instruktion. Advarsel! Lithiumbatteri—Eksplosionsfare ved fejlagtig håndtering. Udskiftning må kun ske med batteri af samme fabrikat og type. Levér det brugte batteri tilbage tilleverandøren. Varoitus Paristo voi räjähtää, jos se on virheellisesti asennettu.
  • Page 236 Page 236 Warranty, Regulatory, and Other Product Information...

  • Page 237: Index

    Index Date Book 57 Expense 61 font style 82 installing 48–50 Launcher 23–24, 45–47 Memo Pad 60 Accented characters opening 23 Graffiti writing 40 plug-in 193 onscreen keyboard 42 preferences for 47 Add-on applications 48–50 removing 50 Address Book security 51 *If Found Call* entry 98 size in kilobytes 217 adding custom fields 101...
  • Page 238 Conflicting events 92 Connecting Calculator service templates 187 buttons explained 109–110 to server or ISP 187 memory 109 Connection opening 61 preferences 181 overview 60 selecting for network 184 recent calculations 60, 110 Continuous events Calibration 20, 176, 207 deleting from Date Book 65 Call Waiting, disabling 165, 185 scheduling 88 Calling card, using in phone settings...
  • Page 239 currency in Expense 114 settings. See Preferences Daily Record of Events application Deleted data, saving in archive files 64 Data entry. See Entering data e-mail, recovering 137 Data files Deleting importing data from 43 applications 48, 50 Date Book e-mail 136 adding Address Book data to Graffiti characters 35 records 75–76...
  • Page 240 User Profile not supported 171 menus 120 Franklin Planner Software for notes for records 80–81 Windows opening 61 included with Palm IIIxe 12 overview 61 Franklin Planner software. See purging records 65 Desktop software receipt details 112 Frozen organizer 206 reports in Excel 117–120,...
  • Page 241 auto-off delay 178 IR operation 155–160 system sounds 178 local operation 67, 152, 210 Glossary. See Graffiti ShortCuts Manager 156, 158 Goals application 56 modem operation 153, 162–166, Graffiti 211–212 accented characters 40 modem settings 163 alphabet 33, 36 network operation 167–169 basic concepts 33 operations using cradle 159, 179 capital letters 37...
  • Page 242 48–50 batteries 18 Macintosh 117, 156, 191 conduit to install applications Palm compatibility with MacPac Desktop software 205 Mail Franklin Covey applications 48 address lookup 129–130 Mail. See Mail, desktop attachments 141 configuration BCC (blind carbon copy) 130, International characters...
  • Page 243 211–212 Owner preferences 195 initialization string 180–181 Monday, to start week 177 Month (Date Book view) 93, 95 Moving the cursor (Graffiti writing) Palm III battery door 17 battery installation 18 contrast control 17 using multiple organizers with Network Franklin Planner...
  • Page 244 Palm Install tool 10 displaying and creating 78–80, Passwords 51–53 changing 52 lost with forgotten password 53 creating 51 See also Security deleting 52 Profiles for network 183 not supported forgotten 53, 216 Punctuation marks Pasting text 63 Graffiti writing 38...
  • Page 245 Recovering phone numbers in Address deleted e-mail 137 Book 98 filed mail 136 text 63, 64 Removing Sending applications 50 data. See Beaming information Renaming categories 72 e-mail 127–129, 134 Repeating events Serial deleting from Date Book 65 connections 179 scheduling 88 port 153, 162 Replying to e-mail 129...
  • Page 246 requirements for Desktop sorting records 77 software 12 Today. See Current date sounds 178 Transferring data. See HotSync Transmitting data. See Beaming information Troubleshooting 212 Truncating e-mail 145 Tapping 20, 207 Turning off organizer TCP/IP 181, 194 automatically 178 Technical Support 205, 217 pen stroke for 175 Templates for expense reports 119 problems with 206...
  • Page 247 Roles 56 Weekly Compass application 56 Values 56 What Matters Most 12 Weekly Compass 56 applications for the Palm Writing area 14 automatic or manual install of Writing. See Entering data Franklin Covey applications 10 Daily Record of Events 55...

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