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Visor
Handheld
User Guide
Copyright
Copyright © 1999-2000 Handspring, Inc. All rights reserved. Portions copyright © 1998-
2000 Palm Computing, Inc. or its subsidiaries. All rights reserved. Handspring, Spring-
board, Visor, the Handspring logo, and the Springboard logo are trademarks of Hand-
spring, Inc., and may be registered in some jurisdictions. Palm Computing, Graffiti, and
HotSync are registered trademarks, and the HotSync logo, Palm OS, Palm, and the Palm
Computing Platform logo, are trademarks of Palm Computing, Inc., or its subsidiaries.
All other trademarks are the property of their respective owners.
Disclaimer and limitation of liability
Handspring, Inc. and its suppliers assume no responsibility for any damage or loss re-
sulting from the use of this handbook.
Handspring, Inc. and its suppliers assume no responsibility for any loss or claims by
third parties which may arise through the use of this software. Handspring, Inc. and its
suppliers assume no responsibility for any damage or loss caused by deletion of data as
a result of malfunction, dead battery, or repairs. Be sure to make backup copies of all
important data on other media to protect against data loss.
Important: Please read the Handspring End User Software License Agreement before
using the accompanying software program(s). Using any part of the software indicates
that you accept the terms of the Handspring End User Software License Agreement.
3.5" software diskettes available
Palm™ Desktop software is supplied on a CD-ROM disc. If you do not have access to a
CD-ROM drive for your computer, you can download the Palm Desktop software from
www.handspring.com or call to order the diskettes.
Page ii
Visor Handheld User Guide

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Summary of Contents for Handspring Visor

  • Page 1 Handspring, Inc. and its suppliers assume no responsibility for any loss or claims by third parties which may arise through the use of this software. Handspring, Inc. and its suppliers assume no responsibility for any damage or loss caused by deletion of data as a result of malfunction, dead battery, or repairs.
  • Page 2: Table Of Contents

    Using your handheld with another PIM ........23 Calculator..................... 53 Installing a Springboard module ..........24 CityTime....................54 Chapter 2: Entering Data in Your Visor Handheld Expense....................55 Using Graffiti writing to enter data ..........25 Chapter 5: Common Tasks Writing Graffiti characters .............25 Creating records..................
  • Page 3 HotSync options ................166 To Do List menus ................119 Creating special filters ..............167 Memo Pad...................120 Truncating e-mail items ............... 171 Reviewing memos .................121 Mail menus ..................172 Memo Pad menus .................121 Beaming information................ 173 Page v Page vi Visor Handheld User Guide...
  • Page 4 Adding detailed information to a service template ....206 Handspring, Inc., Limited Warranty ..........249 Creating a login script ..............209 Handspring, Inc., End User Software License Agreement ..252 Deleting a service template ............210 GNU Library General Public License ........254 Network preferences menu commands ........211...
  • Page 5: About This Guide

    Welcome to the Visor™ handheld computer. This guide is designed to help you get up and running quickly on your handheld. It describes all you need to know about how to use your Visor handheld and the applications that come with it.
  • Page 6: Chapter 1: Introduction To Your Visor Handheld

    --or-- Windows 95 or Windows NT 4.0 (for serial cradle) This chapter explains the physical buttons and controls on your Visor handheld computer, how to use your Visor handheld for the first time, IBM-compatible 486 (or higher) computer ■ and how to use HotSync technology to synchronize your Visor ®...
  • Page 7: Upgrade Information

    8. Beam any third party applications that did not transfer from your Graffiti ® The area where you write letters and numbers using old handheld to your Visor handheld, or install them from the writing the Graffiti alphabet. See Chapter 2 to learn how to ®...
  • Page 8 Protective cover screen display. Depending on the lighting conditions The cover protects the Visor handheld screen when it is not in use. or temperature of the environment where you use your handheld, you may need to adjust the contrast.
  • Page 9: Installing The Batteries

    Installing the batteries Locating back panel components To use your Visor handheld, you must install two AAA alkaline Springboard batteries. The batteries fit behind the battery door on the back of the expansion slot IR port handheld. See “Battery considerations” in Appendix A for more protector information.
  • Page 10: Tapping And Typing

    The first time you start your Visor handheld, setup instructions Check appear on the screen. These instructions include a calibration screen, or digitizer.
  • Page 11: Opening Applications

    2. Tap the icon of the application that you want to open. If you have Next/ Tap the up and down arrows to display the previous many applications installed on your Visor handheld, tap the scroll bar to see all of your applications. previous and next page of information;...
  • Page 12: Three Ways To Enter Data

    The command letters appear to the right of the command names. Three ways to enter data Menu commands There are three ways to enter data into your Visor handheld: ■ Using the onscreen keyboard Command letters Using Graffiti writing ■...
  • Page 13 Division marks Tap here for Tap here for Your Visor handheld also includes Giraffe, a game you can use to alphabetic keyboard numeric keyboard practice Graffiti writing. See “Installing and removing applications” in Chapter 3 for installation instructions. The Memo Pad application After a keyboard is open, you can tap to open any of the other is ideal for practicing Graffiti writing.
  • Page 14: Customizing Your Handheld

    Customizing your handheld Using Palm Desktop software If you have new records you want to add to your Visor handheld and You can customize your handheld by using the Preferences prefer to use the computer keyboard rather than the onscreen application.
  • Page 15: Palm Desktop Software

    3. Tap a month. To connect the cradle: 4. Tap the current date. 1. Plug the cable from the Visor handheld cradle into the USB port or serial port on your computer. Palm Desktop software Palm Desktop software includes the same main applications as your...
  • Page 16: Using Your Handheld With Microsoft Outlook (Windows Only)

    Lotus Notes, you can use it if third-party connection software, called a conduit, is available for your PIM. You must install the software that came with your Visor handheld along with the conduit for your PIM to synchronize the data between your handheld and your PIM.
  • Page 17: Chapter 2: Entering Data In Your Visor Handheld

    The small marks at the top and bottom of the Graffiti writing area indicate This chapter explains how to enter data into your Visor handheld the two areas. computer, by writing with the stylus in the Graffiti ®...
  • Page 18: Graffiti Tips

    Do not write on a slant. Vertical strokes should be parallel to the ■ sides of the Graffiti writing area. ■ Press firmly. Space Back Space tap twice Carriage Period Return Chapter 2 Page 27 Page 28 Entering Data in Your Visor Handheld...
  • Page 19: Writing Capital Letters

    Writing numbers with Graffiti writing is similar to writing letters of the alphabet, except that you make the character strokes on the right- hand side (numbers side) of the Graffiti writing area. Chapter 2 Page 29 Page 30 Entering Data in Your Visor Handheld...
  • Page 20: Writing Symbols And Extended Characters

    The next stroke that you make creates the symbol or extended character. Symbol Shift Note: You must write these non-English characters in the left side of the Graffiti writing area. Chapter 2 Page 31 Page 32 Entering Data in Your Visor Handheld...
  • Page 21: Navigation Strokes

    5. After you finish, tap Done to close the onscreen keyboard and place the text in the record. Chapter 2 Page 33 Page 34 Entering Data in Your Visor Handheld...
  • Page 22: Using Your Computer Keyboard

    6. Click Open. transfer the data to your Visor handheld without having to key it in 7. To import data into the correct Palm Desktop fields, drag fields in manually. Save the data in one of the file formats listed below, import...
  • Page 23: Chapter 3: Managing Your Applications

    Using the Applications Launcher To open the Applications Launcher, tap the Applications icon Selecting applications Your Visor handheld is equipped with a variety of applications. All Tip: To create a new category, tap Edit Categories from the the applications installed on your handheld appear in the pick list.
  • Page 24: Choosing Preferences

    3. Tap Options, and then tap Preferences. Installing add-on applications 4. Tap the View By pick list and select List. Your Visor handheld comes with the Date Book, Date Book Plus, 5. Tap OK. Address Book, To Do List, Memo Pad, Expense, Calculator, City Time, and Mail applications installed and ready to use.
  • Page 25: Installing Games

    Depending on the game, the Game menu may also contain commands to show high scores, to start a new game, or to set preferences for the game. 4. In the User drop-down list, select the name that corresponds to your Visor handheld. Chapter 3 Page 41 Page 42...
  • Page 26: Removing Applications

    Removing applications Security In the event that you run out of memory or decide that you no longer Your handheld comes with a Security application so that need an application you installed, you can remove applications from unauthorized users cannot view the entries you wish to protect. your handheld.
  • Page 27: Changing Or Deleting A Password

    Changing or deleting a password To lock your handheld with a password: 1. Perform a HotSync operation to synchronize the data between Once you define a password for your handheld, you can change or your handheld and your computer. See “Other ways to delete delete it at any time.
  • Page 28: Chapter 4: Overview Of Basic Applications

    In Date Book, you can do the following: This chapter briefly describes each application and how to open it. ■ Enter a description of your appointment and assign it to a specific Your Visor handheld computer includes these basic applications: time and date. ■ Date Book Display a chart of your appointments for an entire week.
  • Page 29: Date Book Plus

    Date Book Plus Address Book Date Book Plus is an enhanced version of the Date Book Address Book enables you to keep names, addresses, phone application. In addition to all the standard Date Book features, numbers, and other information about your personal or it provides a variety of advanced views and functions.
  • Page 30: To Do List

    To Do List Memo Pad To Do List is a convenient place to create reminders and Memo Pad provides a place to take notes that are not associated prioritize the things that you have to do. with records in Date Book, Address Book, or To Do List. In To Do List, you can do the following: In Memo Pad, you can do the following: ■...
  • Page 31: Calculator

    Calculator CityTime Calculator enables you to perform addition, subtraction, CityTime helps you keep track of the time anywhere around multiplication, division and a variety of scientific calculations. the globe. In Calculator, you can do the following: In CityTime, you can do the following: ■...
  • Page 32: Expense

    ■ Transfer your expense information to a Microsoft Excel spreadsheet (version 5.0 or later) on your computer. (Microsoft Excel is not included in the Visor™ handheld package.) To open Expense: 1. Tap the Applications icon 2. Tap the Expense icon...
  • Page 33: Chapter 5: Common Tasks

    Chapter 5 Editing records After you create a record, you can change, delete, or enter new text at Common Tasks any time. Two screen features tell you when your handheld is in editing mode: A blinking cursor ■ This chapter provides instructions on how to do tasks that you can do One or more edit lines ■...
  • Page 34: Deleting Records

    Deleting records Undo Reverses the action of the last edit command. For To delete a record in any of the basic applications: example, if you used Cut to remove text, Undo 1. Select the record you want to delete. restores the text you removed. Undo also reverses deletions done by using backspace.
  • Page 35: Purging Records

    Purging records Exchanging and updating data: HotSync operations Over time, as you use Date Book, To Do List, and Expense, you’ll accumulate records in these applications that have outlived their The HotSync process automatically synchronizes — that is, exchanges usefulness. For example, events that occurred months ago remain in and updates —...
  • Page 36: Categorizing Records

    Categorizing records 2. If the HotSync Manager is not running, start it: On the Windows desktop, click Start, and then choose Programs. Navigate to the Categorize records in the Address Book, To Do List, Memo Pad, and Palm Desktop software program group and choose HotSync Expense applications so that they are grouped logically and are easy Manager.
  • Page 37 To move a record into a category: To define a new category: 1. Select the record you want to categorize. 1. Tap the category pick list in the upper-right corner of the screen. 2. In Address Book only: Tap Edit. Tap here 3.
  • Page 38: Finding Records

    Finding records To rename a category: 1. Tap the category pick list in the upper-right corner of the screen. Your handheld offers several ways to find information quickly: 2. Tap Edit Categories. : Find locates any text that you specify, always ■...
  • Page 39: Using Find

    Using Phone Lookup 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 Phone Lookup displays the Address List screen and lets you add the starts with those two letters.
  • Page 40 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,” write the Graffiti characters for “Wi”...
  • Page 41: Sorting Lists Of Records

    Sorting lists of records Making records private You can sort lists of records in various ways, depending on the In all basic applications except Expense, you can make individual application. Sorting is available in applications that have List screens: records private. Private records remain visible and accessible, Address Book, To Do List, Memo Pad, and Expense.
  • Page 42: Attaching Notes

    Attaching notes In all basic applications except Memo Pad, you can attach a note to a Tap Show 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 43: Choosing Fonts

    Choosing fonts In all basic applications except Expense, you can change the font style to make text easier to read. You can choose a different font style for each application. Large font Small font Bold font To change the font style: 1.
  • Page 44: Chapter 6: Application Specific Tasks

    Chapter 6 Date Book When you open Date Book, the screen shows the current date and a Application Specific Tasks 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 This chapter is organized by application and gives instructions on of activity that you associate with a day.
  • Page 45 3. If the event is one hour long, skip to step 7. If the event is longer or To schedule an event for another day: shorter than an hour, tap the time of the event to open the Set Time 1.
  • Page 46: Rescheduling An Event

    Rescheduling an event To schedule an untimed event: 1. Select the date that you want for the event as described in “To You can easily make changes to your schedule with your handheld. schedule an event for another day.” To reschedule an event: 2.
  • Page 47: Scheduling Repeating Or Continuous Events

    Alarm for untimed events : You can set a silent alarm for an untimed event. 5. Enter a number that corresponds to how often you want the event In this case, the alarm triggers at the specified period of minutes, to repeat on the Every line.
  • Page 48: Changing The Date Book View

    Changing the Date Book view Previous Next week week In addition to displaying the calendar for a specific day, you can also display a whole week or month, as well as the current time. Note: The Date Book Plus application includes additional calendar Tap for that day views and extended features.
  • Page 49: Working In Month View

    Working in Month View The Month View screen shows which days have events scheduled. Dots and lines in the Month View indicate events, repeating events, and untimed events. Event Previous/next month conflicts Dashed line indicates continuous event Dots on right side indicate events Date Book menus Dots below date indicate untimed events Date Book menus are shown here for your reference, and Date Book...
  • Page 50 Display Options Preferences Enables you to change Date Book’s appearance and which events display. ■ Start/End Time. Defines the start and end times for Date Book screens. If the time slots you select do not fit on one screen, you can tap the Activates the time bars that ■...
  • Page 51: Date Book Plus

    Date Book Plus Working in Year View The Year View shows an overview of your calendar for an entire year. In addition to all the standard Date Book features, Date Book Plus provides three extra views: Week View with Text, Year View, and List View.
  • Page 52: Working In List View

    Working in List View You can distinguish a floating event from an integrated To Do List item by the circle that appears next to the floating event (in place of the The List View is a text oriented view that is integrated with To Do List. To Do List item priority number and check box).
  • Page 53: Working With To Do List Items

    Working with To Do List items Using the Daily Journal Date Book Plus can create and display To Do List items. To Do List You can use the Daily Journal feature to record events as they occur. items appear in priority order at the top of the Day View screen. Events are recorded with automatic time-stamping as Date Book Plus Notes so they do not clutter your schedule.
  • Page 54: Using Templates

    Using templates Using snooze alarms You can use templates to create a list of standard events. You can then When you set alarms in Date Book Plus, the Reminder & Snooze select an event from this list and add it to your calendar. Since Date dialog box appears in place of the standard reminder message.
  • Page 55 Record menu Preferences Defines the start and end times ■ Start/End Time. for Date Book Plus screens. If the time slots you New To Do Creates a new To Do List item and adds it to your select do not fit on one screen, you can tap the Date Book Plus and To Do List database.
  • Page 56 Display Options Alarm Preferences Activates the time bars that ■ Show Time Bars. ■ Alarm Sound. Sets the tone of the alarm. appear in the Day View. The time bars show the duration of an event and Sets the tone of the snooze alarm. ■...
  • Page 57 To Do Week Preferences Preferences Defines the format of the time ■ Time Format. ■ Show Categories. Displays the To Do List items display. The choices are No Time, 11p, 11:30p, in the categories you select. 23, 23:30. ■ Priorities Displayed. Displays To Do List items ■...
  • Page 58 Month Year Preferences Preferences Removes floating ■ Hide Floating and Done Items. ■ Show Timed Events. Displays events that you events and completed To Do List items from assigned to a specific time. the Year View display. Displays events that you Removes untimed events ■...
  • Page 59: Address Book

    Address Book List View Preferences 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 handheld, or you can use Palm Desktop software to create entries on your computer and then download the entries to your handheld with your next HotSync operation.
  • Page 60: Selecting Types Of Phone Numbers

    4. Use the Next Field Graffiti stroke to move to the First Name field. 3. Tap the pick list next to the label you want to change. Next Field Tip: You can also move to any field by tapping it directly. 5.
  • Page 61: Address Book Menus

    Address Book menus Rename Custom These custom fields appear at the end of the Address Book menus are shown here for your reference, and Address Fields Address Edit screen. Rename them to identify the Book features that are not explained elsewhere in this guide are kind of information you enter in them.
  • Page 62: To Do List

    To Do List 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. A To Do List item is a reminder of some task that you have to complete.
  • Page 63: Setting A Due Date

    To Do Show Options To display the To Do Item Details dialog box: 1. Tap the text of the item whose details you want to change. The Show Options dialog box enables you to control the appearance 2. Tap Details. of To Do List.
  • Page 64: To Do List Menus

    Memo Pad Show Due Dates Displays the due dates associated with items in the To Do List and displays an exclamation A memo can contain up to 4,000 characters. The number of memos mark next to items that remain incomplete you can store is dependent only on the memory available on your after the due date passes.
  • Page 65: Reviewing Memos

    Reviewing memos Options menus The first line of a memo appears in the Memo List. This makes it easy to locate and review your memos. To review a memo: 1. In the Memo List, tap the text of the memo. Memo List Memo screen Tap a...
  • Page 66: Calculator

    Calculator Recalls the stored value from memory and inserts it in the current calculation. Calculator includes two operating modes: Basic and Advanced. In Basic mode you can perform simple mathematical calculations. In Clears any value that is stored in the Calculator Advanced mode you can access scientific functions and perform memory.
  • Page 67: Using The Advanced Calculator Buttons

    Using the Advanced Calculator buttons Calculates the inverse of x to the y power. In addition to most of the Basic Calculator buttons, the Primary Calculates the common (base 10) logarithm. buttons are available in all the Advanced Calculator views. The remaining buttons are available only in specific views.
  • Page 68 Finance buttons Calculates the change in a value by a given percentage. Finance buttons enable you to find an unknown variable value based To use this button, enter a value, tap this button, enter on a group of known variable values. the percent, and then tap the equal sign button.
  • Page 69 Statistics buttons Indicates the current value is entered in tons. When you tap this button after tapping another unit of measure, it Adds the current value to the end of the statistics converts the value to tons. memory list. You can store up to 200 values. Indicates the current value is entered in milligrams.
  • Page 70 Indicates the current value is entered in millimeters. Indicates the current value is entered in square meters. When you tap this button after tapping another unit of When you tap this button after tapping another unit of measure, it converts the value to millimeters. measure, it converts the value to square meters.
  • Page 71: Creating A Custom View

    Calculator menus Indicates the current value is entered in liters. When you tap this button after tapping another unit of measure, it Calculator menus are shown here for your reference, and Calculator converts the value to liters. features that are not explained elsewhere in this guide are described here.
  • Page 72: Citytime

    CityTime Selecting remote cities In addition to your home city, you can display the day and time for CityTime enables you to display the day and time in your home city four other cities anywhere around the globe. These other cities are and in four other cities around the globe.
  • Page 73: Citytime Menus

    CityTime menus Expense CityTime menus are shown here for your reference, and CityTime Expense enables you to record the date, expense type, and the amount features that are not explained elsewhere in this guide are described that you spent. A record in Expense is called an “item.” You can sort here.
  • Page 74: Changing The Date Of An Expense Item

    Tip: A quick way to create a new Expense item is to make sure that 3. Select any of the following options: no Expense item is selected in the Expense List, write the first letter(s) of the expense type, and then write the numerical Category See “Performing a HotSync operation for the amount.
  • Page 75: Show Options

    5. Tap OK to close the Currency Properties dialog box. 6. Tap OK. Note: If you want to use your custom currency symbol as the default for all Expense items, select the symbol in the Preferences dialog box. If you want to use your custom currency symbol only for a particular Expense item, select the symbol in the Tap Edit currencies...
  • Page 76: Transferring Your Data To Microsoft Excel

    Expense data using one of the provided templates. window, and then click Print in the Microsoft Excel window to Microsoft Excel is not included with the Visor handheld print your expense report. package. The procedures in this section also assume that you have installed Palm Desktop software.
  • Page 77 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 78: Expense Menus

    Expense menus Expense menus are shown here for your reference, and Expense features that are not explained elsewhere in this guide are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Record menu Options menu Preferences ■...
  • Page 79: Chapter 7: Communicating Using Your Handheld

    E-mail application. Use your handheld in its cradle to send and retrieve e-mail items ■ The previous chapter described the features of your Visor handheld from your desktop E-Mail application. computer that help you stay organized. This chapter describes the features that help you stay connected.
  • Page 80: Synchronizing Mail With Your E-Mail Application

    To select HotSync options: Tip: To turn off Mail, select Do Nothing and then select the Set As Default check box.  in the Windows system tray (bottom- 1. Click the HotSync icon right corner of the taskbar). To change your Mail setup options: 2.
  • Page 81: Creating E-Mail Items

    To open an e-mail item: To create an e-mail item: 1. Tap New. Tap an e-mail item to open it. ■ Header mode icons Recipient Sender Subject Time and date sent E-mail body Tap New Tip: You can also create an e-mail item by tapping New from To close an e-mail item: the Message menu.
  • Page 82: Looking Up An Address

    Looking up an address Tip: If the address, CC, subject, or body exceeds the capacity of the screen display, tap the name of the field (for To identify the recipient of an e-mail item, you need to enter that example, tap “To:”) to expand that field. Tap the Done person’s e-mail address.
  • Page 83: Adding Details To E-Mail Items

    Setting a priority To set a priority for your e-mail item: 1. In the New Message screen, tap Details. Tap to select Tap here to enter address in field Adding details to e-mail items Tap here Before you send your e-mail item, you can attach additional attributes 2.
  • Page 84: 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 BCC field 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 85: Draft E-Mail

    To retrieve an e-mail item: To save an e-mail item as a draft: 1. In the Message List, tap Outbox from the pick list in the upper- 1. Create an e-mail item. right corner. 2. Tap the Menu icon 3. Tap Message, and then tap Save Draft. Tap here to display folder To edit an e-mail item saved as a draft: 1.
  • Page 86: Deleting E-Mail

    Purging deleted 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 Because your handheld stores deleted e-mail in the Deleted folder corner. until you perform a HotSync operation, deleted e-mail can monopolize storage space.
  • Page 87: Hotsync Options

    HotSync options Date column The Date column is optional in the Message List. By default, the Date HotSync options enable you to manage your e-mail more effectively column is hidden to increase the available screen space. by selecting which e-mail items download when you synchronize your computer and your handheld.
  • Page 88: Creating Special Filters

    To access the special filter settings: Filter During synchronization, all e-mail items in your Tap the Filter box in the HotSync Options dialog box. ■ handheld Outbox are sent to your desktop E-Mail application, and items in your desktop E-Mail Inbox that meet specific criteria download to your handheld.
  • Page 89 To define a filter string: Retrieve Tells your handheld to include only the 1. Tap a header field in the HotSync Options dialog box. Only Msgs e-mail items that meet the criteria you Containing define and to ignore all other e-mail items during synchronization.
  • Page 90: Truncating E-Mail Items

    Mail menus 2. Tap the Retrieve All High Priority check box to select it. Mail menus are shown here for your reference, and Mail features that are not explained elsewhere in this guide are described here. See “Using menus” in Chapter 1 for information about choosing menu commands.
  • Page 91: Beaming Information

    Beaming distance to other Palm Computing platform devices may be different. Your Visor handheld is equipped with an IR (infrared) port that you can use to beam information to another Palm Computing platform device that’s close by and also has an IR port.
  • Page 92 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 9 for more information. ■...
  • Page 93: Chapter 8: Advanced Hotsync® Operations

    PIM such as Microsoft Outlook. To synchronize when Palm requests automatically when you open Palm data, you must connect your Visor handheld and Palm Desktop Desktop software Desktop software. software either directly, by placing your handheld in the cradle is running attached to your computer, or indirectly, with a modem or network.
  • Page 94: Customizing Hotsync Application Settings

    Customizing HotSync application settings Serial Port Identifies the port that Palm Desktop software For each application, you can define a set of options that determines uses to communicate with the optional serial how records are handled during synchronization. These options are cradle.
  • Page 95: Conducting A Hotsync Operation Via Modem

    Conducting a HotSync operation via modem You can use a modem, such as the Springboard™ modem accessory, to synchronize your handheld 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 must complete the following steps: Connect a modem to your computer...
  • Page 96: Preparing Your Handheld

    To prepare your handheld for a modem HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon 3. Tap the Enter Phone # field. 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”...
  • Page 97: Selecting The Conduits For A Modem Hotsync Operation

    Selecting the conduits for a modem HotSync operation Performing a HotSync operation via a modem The Conduit Setup dialog box on your handheld enables you to define After you prepare your computer and your handheld, and select your which files and/or applications synchronize during a modem Conduit Setup options, you are ready to perform a modem HotSync HotSync operation.
  • Page 98: Using File Link

    4. Tap Options, then tap Modem Sync Prefs. 5. Tap Network. 6. Tap OK. Note: For more information on the Network HotSync feature, see the web site http://www.handspring.com. See “Network preferences and TCP/IP software” in Chapter 9 for information on configuring Network HotSync preferences. Note:...
  • Page 99: Creating A User Profile

    To use a profile for the first-time HotSync operation: 1. Place the new handheld in the cradle. If you use the File Link feature to configure several Handspring, Inc. 2. Press the HotSync button on the cradle. handheld computers with specific information (such as a company 3.
  • Page 100: Chapter 9: Setting Preferences For Your Handheld

    Any changes you make in the Buttons Preferences screen become The Preferences screens enable you to customize the configuration effective immediately; you do not have to change to a different screen options on your Visor handheld. or application. In the Preferences screens, you can do the following: If you assign a different application to a button, you can still access the original application using the Applications Launcher.
  • Page 101: Hotsync Buttons Preferences

    Use the Formats Preferences screen to set the country default and the Beam Data Beams the current record to another display format of the dates, times, and numbers on your handheld. Handspring, Inc. ® handheld computer. 3. Tap OK. Chapter 9...
  • Page 102: Country Default

    Country default General preferences The country default sets date, time, week start day, and number The General Preferences screen enables you to set the time, date, auto conventions based on geographic regions where you might use your shutoff interval, and sounds for your handheld. handheld.
  • Page 103: System, Alarm, And Game Sounds

    Note: You can purchase a Springboard modem for use with your To set the system and alarm sounds: handheld. See http://www.handspring.com. 1. Tap the System Sound pick list and select the sound level. To define the Modem preferences:...
  • Page 104: Network Preferences And Tcp/Ip Software

    To use TCP/IP, you must configure both the Modem Preferences and the Network Preferences settings. Note: Modem Preferences settings enable your Visor handheld to use a modem to communicate with remote devices. For example, you can communicate with your ISP server, or with your computer if you are away on travel.
  • Page 105: Entering A Password

    Entering a password Adding telephone settings The Password box identifies the password you use to log into your When you select the Phone field, your handheld opens a dialog box in server or ISP. Your entry in this field determines whether your which you define the telephone number you use to connect with your handheld prompts you to enter a password each time you log into ISP or dial-in server.
  • Page 106 To enter a prefix: Using a calling card 1. Tap the Dial Prefix check box to select it. The Use calling card field enables you to use your calling card when dialing your ISP or Intranet server. Keep in mind that there is usually a delay before you enter your calling card number.
  • Page 107: Connecting To Your Service

    For information about third- To select a connection type: party applications that support TCP/IP, check the web site 1. Tap the service field. http://www.handspring.com. 2. Tap Details. To establish a connection: ■ Tap Connect to dial the current service and display the Service Connection Progress messages.
  • Page 108 IP address Immediate Drops the connection to your ISP immediately Everyone who logs on to the Internet needs to have a unique identifier when you switch to another application. (an IP address), whether permanent or temporary. Some networks dynamically assign a temporary IP address when clients log in. The IP 1 minute Waits one minute for you to open another Address field lets you identify whether your network provides...
  • Page 109: Creating A Login Script

    Creating a login script Send User ID Transmits the User ID information entered A login script is a series of commands, similar to an autoexec.bat file, in the User ID field of the Network that automates logging into your ISP. You can create login script files Preferences screen.
  • Page 110: Network Preferences Menu Commands

    Network preferences menu commands To view the Network Log: 1. Tap Options, and then tap View Log. The Network Preferences screen includes menu commands to make it fast and easy to create and edit service templates. TCP/IP application 2. Tap the up and down arrows of the scroll bar to see the entire menus are show here for your reference.
  • Page 111: Owner Preferences

    Owner preferences ShortCuts preferences The Owner Preferences screen enables you to record a name, company The ShortCuts Preferences screen enables you to define abbreviations name, phone number, or any other information that you want to for entering text with Graffiti strokes. This section describes how to associate with your handheld.
  • Page 112: 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 113: Appendix A: Maintaining Your Handheld

    Appendix A Battery considerations Please note the following considerations when replacing the batteries Maintaining Your Handheld in your handheld: ■ Under normal conditions, your handheld batteries should provide several months of use. You can conserve battery life by minimizing the use of the backlight feature, and changing the This chapter provides information on the following: Auto-off setting that automatically turns the handheld off after a ■...
  • Page 114: Resetting Your Handheld

    Resetting your handheld Performing a hard reset With a hard reset, all records and entries stored in your handheld are erased. Under normal circumstances, you will not have to use the reset Never perform a hard reset unless a soft reset does not solve your problem. button.
  • Page 115 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 116: Appendix B: Troubleshooting Tips

    Applications Launcher immediately after replacing the batteries, the gauge may start at “empty” and slowly rise to “full.” This is If you encounter a problem with your Visor handheld: normal. It takes a few minutes for the battery gauge to accurately show the ■...
  • Page 117: Tapping And Writing Problems

    Tapping and writing problems Application problems Problem Solution Problem Solution When I tap the Calibrate the screen. See “Digitizer I tapped the Today Your handheld is not set to the current date. buttons or screen preferences” in Chapter 9. button, but it does Make sure the Set Date box in the General icons, it activates the not show the correct...
  • Page 118: Hotsync Problems

    HotSync problems I am using Outlook Click the HotSync Manager and choose ■ as my PIM, but I Custom. Check that the correct conduit cannot do a HotSync is active. Problem Solution operation. Check that the correct conduit is ■ I cannot do a ■...
  • Page 119 Check the following on your computer: I tried to do a local Make sure your handheld is seated in I tried to do a modem ■ (continued) HotSync operation, the cradle correctly. HotSync operation, but it did not but it did not Make sure you are not running another ■...
  • Page 120: Beaming Problems

    Confirm that your handheld and the I forgot the You can use Security to delete the another Handspring, other Visor handheld are between ten password, and my password. If you do this, your handheld Inc. handheld centimeters (approximately 4") and one handheld is not deletes all entries marked as private.
  • Page 121: Technical Support

    Technical support If you cannot solve your problem after reviewing the sources listed at the beginning of this appendix, check our web site http://www.handspring.com for the latest technical support information. Before requesting support, please experiment a bit to reproduce and isolate the problem.
  • Page 122: Appendix C: Creating A Custom Expense Report

    Appendix C Customizing existing sample templates Four sample Expense Report templates come with Palm Desktop Creating a Custom software. These templates are stored in the Template folder (which is in the same folder as the Palm Desktop software application). Expense Report 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 123: Determining The Layout Of The Expense Report

    Sections 4. From the File menu, choose Save As. 5. Click the Save as type drop-down list and choose Template (*.xlt). 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 6.
  • Page 124: Analyzing Your Custom Expense Report

    Analyzing your custom Expense Report Programming the mapping table If you already have a custom Excel expense report, you can use it with Once you have analyzed the components of your custom Expense a modified mapping table. However, before you can create a Report, you can program the mapping table to fill the report with data Maptable.xls file that corresponds to your custom Expense Report, from the handheld.
  • Page 125 5. Scroll down to a blank area of the Maptable.xls file (below the rows Define the dimensions of the Section. The dimensions of the Section used for Sample4.xlt), and click on a row number to select a blank appear in the green columns (10–13). row.
  • Page 126: Using Applications Other Than Microsoft Excel

    Define whether the Section is in list format. This setting appears in the Mark a Section for prepaid expenses (yellow column). If a row in the map light purple columns (18–19). table is for prepaid (company paid) expenses, type a “yes” in the cell on that Section’s row.
  • Page 127: Expense File Details

    Expense file details The Expense.txt file contains four groups of data. It will be easier to see these four distinct groups of data if you open the file with a spreadsheet application. Trips Shows the number of Expense application categories, and lists each one followed by an “end”...
  • Page 128: Appendix D: Non-Ascii Characters For Login Scripts

    Appendix D Literal characters The backslash ( \ ) character defines that the next character is Non-ASCII Characters transmitted as a literal character, and is not subject to any special processing ordinarily associated with that character. for Login Scripts Examples: Includes a caret as part of the string The following information enables you to create custom login scripts \<...
  • Page 129: Warranty And Other Product Information

    Customer is entitled under an agreement between Customer CONNECTION WITH THE SALE, INSTALLATION, MAINTENANCE OR USE OF and Handspring, for a period of ninety (90) days from shipment, or through the end of ITS PRODUCTS. the original warranty, whichever is longer. All products or parts that are replaced be- come the property of Handspring.
  • Page 130: Handspring, Inc., End User Software License Agreement

    Software. The Software is licensed to be used solely on or in connection with Handspring prod- ucts. With respect to the Desktop Software, you may reproduce and provide one (1) copy of such Software for each personal computer on which such Software is used as permitted hereunder.
  • Page 131: Gnu Library General Public License

    ENTIRE AGREEMENT: This License Agreement sets forth the entire understanding Finally, any free program is threatened constantly by software patents. We wish to and agreement between you and Handspring, supersedes all prior agreements, whether avoid the danger that companies distributing free software will individually obtain written or oral, with respect to the Software, and may be amended only in a writing patent licenses, thus in effect transforming the program into proprietary software.
  • Page 132 The reason we have a separate public license for some libraries is that they blur the dis- You may copy and distribute verbatim copies of the Library's complete source code tinction we usually make between modifying or adding to a program and simply using as you receive it, in any medium, provided that you conspicuously and it.
  • Page 133 You may copy and distribute the Library (or a portion or derivative of it, under c) If distribution of the work is made by offering access to copy from a designat- Section 2) in object code or executable form under the terms of Sections 1 and 2 ed place, offer equivalent access to copy the above specified materials from the above provided that you accompany it with the complete corresponding machine- same place.
  • Page 134 through you, then the only way you could satisfy both it and this License would be 16. IN NO EVENT UNLESS REQUIRED BY APPLICABLE LAW OR AGREED TO IN to refrain entirely from distribution of the Library. WRITING WILL ANY COPYRIGHT HOLDER, OR ANY OTHER PARTY WHO MAY MODIFY AND/OR REDISTRIBUTE THE LIBRARY AS PERMITTED If any portion of this section is held invalid or unenforceable under any particular ABOVE, BE LIABLE TO YOU FOR DAMAGES, INCLUDING ANY GENERAL,...
  • Page 135: Fcc Statement

    We would like to thank the following developers whose contributions were an integral This device complies with part 15 of the FCC rules. Operation is subject to the following part of the Handspring product: two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation.
  • Page 136: Index

    Index Applications Birthdays. See Repeating events Launcher 38 Address Book 50 Bold font for text 77 cc:Mail 150 beaming 173–174 Brightness Control 7 Chain calculations 124 Calculator 53 Business card for beaming 173 Characters, Graffiti 25 categories 37–38 Buttons preferences 192 Check boxes 12 CityTime 54 CityTime...
  • Page 137 Cradle See Beaming Dates Dragging connecting to computer 9, 22 information Expense item 139 memos into other for local HotSync operations 62 Date Book setting current 21, 226 applications 52 serial 4, 22, 179, 227, 228 adding Address Book data to showing in Mail list 165 stylus to activate features 193 USB 4, 22...
  • Page 138 reports in Excel 143–146, numbers 29 List (Date Book Plus view) 95 235–245 online Help 59, 192 List, in Applications Launcher 38 Icons sorting records 73 problems using 225 Locking alarm 84 templates for reports 144 punctuation marks 30 handheld with a application 12, 38 type 140, 147 ShortCuts for entering data 33,...
  • Page 139 recovering deleted 163 menu bar 12, 14 selecting for Address List 112 replying to e-mail 155 Network Preferences 211 selecting types 111 1-2-3, for expense reports 244 sending 160 To Do List 119 Phone settings for ISP or dial-in Onscreen keyboard 17, 34, 59 showing dates 165 Microsoft server 202–204...
  • Page 140 Resetting handheld ShortCuts Templates hard reset 220 backing up 180 for Date Book Plus 99 Quattro Pro, for expense reports 244 location of reset button 9, 219 managing 214–215 for expense reports 144 soft reset 219 menu commands 15 Text Retrieving e-mail.
  • Page 141 Today. See Current date User name Tracking events 98 for ISP 200 Transferring data. See HotSync identifying handheld 213 Transmitting data. See Beaming User profiles 189 information Truncating e-mail 171 Turning off handheld automatically 196 Vendor for Expense item 140 pen stroke for 193 problems with 224 Turning on handheld...

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