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HTC 99HLZ001-00 Cell Phone User Manual
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1. 4 14 Taxi z 4 14 Lunch Show Options 6 4 14 Hotel 4 14 Car Rental 7 Sort by v Date Distance w Miles amp Show currency Sort by Enables you to sort expense items by date or type Distance Enables you to display Mileage entries in miles or kilometers Show currency Shows or hides the currency symbol in the Expense list 3 Tap OK Transferring your data to Microsoft Excel After you enter your expenses into the Expense application on your organizer Palm Desktop software enables you to view and print the data with your computer Note You need Microsoft Excel version 5 0 or later to view and print your Expense data using one of the provided templates Microsoft Excel is not included with the Palm IIc organizer package The procedures in this section also assume that you have installed Palm Desktop software See Palm Desktop organizer software in Chapter 1 for more information Page 108 Using Your Basic Applications Displaying the euro on your desktop computer When you perform a HotSync operation the euro symbol is transferred to your Desktop application like any other piece of data on your organizer The symbol appears in your Desktop application however only if you are using fonts that support the euro symbol These fonts are part of the operating system on your desktop computer They do not reside with your Desktop application and they are not produced by Palm Computing Operating Euro Suppor
2. Date Category Type Amount Country Payment Type OJN jat ajo Only if your section is in list format In the Expense Type cell enter the number of the row or column where the expense description will be placed Expense amounts can be entered in several different columns or rows if required by your template Expense type labels must all appear in the same column 13 Enter the row or column numbers for the expense types that appear in the Section These settings appear in the aqua columns 20 48 Expense Types Airfare _ Breakfast Bus Business Meals Car Rental _ Dinner 4 4 4 4 4 4 For these settings simply enter the row or column number for the expense types that you want to appear in the Section Note that you can use a row or column number more than once An example of this would be meals that encompass breakfast lunch dinner and snacks In the previous example all expense items would be populated into row column 4 of the custom Expense Report 14 Complete the table All of the remaining columns 49 57 in the table are used to define the column or row number that corresponds to the description 15 Mark a Section for prepaid expenses yellow column If a row in the map table is for prepaid company paid expenses type a yes in the cell on that Section s row Type no in all the cells of this column that do not pertain to prepaid expenses 57 P
3. 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 To prepare your organizer for a network HotSync operation 1 Tap the Applications icon 0 2 Tap the HotSync icon 3 Tap the Menu icon 4 Tap Options then tap Modem Sync Prefs 5 Tap Network Modem Sync Preferences 6 Tap OK 7 Tap Select Service Chapter 6 Page 159 Welcome Modem 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 Preferences Tap here __ w Service Corp o User Name Password i Connection w PalmModem US C_ Phone 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 earlier in this chapter Page 160 Advanced HotSync Operations Performing a network HotSync operation After you prepare your computer and your organizer and select your Conduit Setup options you are ready to perform a network HotSync operation To perform a network Hotsync operation m Tap the modem HotSync icon to begin the operation
4. 8 X gt i L yY A A 7 Ped eee Page 30 Entering Data in Your Palm Illc Organizer 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 Note Graffiti writing includes a feature that automatically capitalizes the first letter when you create a new sentence or a new record by tapping New or a blank line To draw the first letter of a word as a capital letter m Use the Caps Shift stroke Caps Shift Tip When Caps Shift is active an up arrow symbol appears in the lower right corner of the organizer screen If you accidentally activate Caps Shift backspace will cancel it Caps Shift To enter only capital letters Caps Lock m Use the Caps Lock stroke Caps Lock Tip When Caps Lock is active an underlined up arrow symbol appears in the lower right corner of the organizer screen To return to lowercase make the Caps Shift stroke Caps Lock Writing numbers 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 31 Graffiti numbers Number Strokes Number Strokes
5. Assigning a password You can assign a password to protect your private records and to lock your organizer To assign a password 1 Tap the Applications icon Q 2 Tap the Security icon 3 Tap the Password box 4 Enter a password Tap here Current Privacy w Show Records Password Enter a password Password E g If you assign a password you must enter it to show private records 5 Tap OK 6 Enter the same password a second time and tap OK Page 46 Managing Your Applications 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 Tap the Password box 2 Enter the current password Tap here Current Privacy w Show Records Password Password i Please enter your password 3 Tap OK 4 Do one of the following To change the password enter the new password and tap OK To delete the password tap Delete Password Enter new password or tap the Delete button to remove your current password Locking your organizer You can also lock your organizer so that you need to enter your password to operate it Important If you lock your organizer you must enter the exact password to re activate your organizer If you forget the password you must perform a hard reset to r
6. Enter a new profile name Cancel 6 Repeat steps 3 and 4 for each profile that you want to create and then click OK to return to Palm Desktop software 7 Select the profile from the User list and create the data for the profile e g company phone list etc User Tech Support profile ina Adam firsttime Midyne Tech Support profile Edit Users Page 162 Advanced HotSync Operations To use a profile for the first time HotSync operation 1 2 3 4 Select the profile you want to load on the organizer and click OK 5 Click Yes to transfer all the profile data to the organizer Place the new organizer in the cradle Press the HotSync button on the cradle Click Profiles Installing a profile will overwrite all data currently on the handheld device Are you sure you wantto do this F Don task this question again No The next time you perform a HotSync operation Palm Desktop software prompts you to assign a user name to the organizer Chapter 6 Page 163 Page 164 Advanced HotSync Operations Chapter 7 Setting Preferences for Your Organizer The Preferences screens enable you to customize the configuration options on your Palm IIIc organizer In the Preferences screens you can do the following General Set the date and time the auto shut off interval the Stay on in cradle feature the Beam Receive feature and the s
7. Page 188 Setting Preferences for Your Organizer to use an application or look up information however the connection fails If this occurs try adding a DNS number Ask your ISP or your System Administrator for the correct Primary and Secondary DNS IP numbers Owner preferences The Owner Preferences screen enables you to record a name company name phone number or any other information that you want to associate with your organizer If you use the Security application to turn off and lock your organizer with a password information that you put in the Owner Preferences displays the next time you turn on your organizer See Chapter 1 for more information To enter the Owner preferences m Enter the text that you want to associate with your organizer in the Owner Preferences screen If you enter more text than can fit on one screen a scroll bar automatically appears on the right side of the screen Preferences If you assign a password with the Security application the information in the Owner Preferences screen cannot be changed In this case an Unlock button appears at the bottom of the screen To unlock the Owner Preferences screen 1 Tap Unlock 2 Enter the password that you defined in the Security application 3 Tap OK Chapter 7 Page 189 ShortCuts preferences The ShortCuts Preferences screen enables you to define abbreviations for entering text with Graffiti strokes This section describes how
8. Phone Setup Li O Dial prefix te ee en ee Welcome Modem D v Palm Mod iE O Use calling card Fy ee Ra ee E m US Canada 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 7 If needed enter a dial prefix such as 9 to access an outside line and then tap the Dial Prefix check box Tip You can enter a comma in the field to introduce a pause in the dialing sequence Each comma equals a two second pause 8 If the phone line you re using for the organizer has Call Waiting select the Disable call waiting check box to avoid an interruption during the modem HotSync operation 9 If you want to use a calling card to place the call select the check box and enter the calling card number 10 Tap OK Selecting the conduits for a modem HotSync operation The Conduit Setup dialog box on your organizer enables you to define which files and or applications synchronize during a modem HotSync operation You can use these settings to minimize the time required to synchronize data with a modem Page 156 Advanced HotSync Operations To change the Conduit Setup for a modem HotSync operation 1 Tap the Applications icon Q 2 Tap t
9. 1 2 3 Tap New Enter a name to identify this configuration Tap the Connection Method pick list and select IrCOMM to Modem Name R Phone to xfer Connection Serial to PC Method Serial to Modem IrCOMM to PC Dialing Vass RoR e Volume w Low Tap the Dialing pick list and select TouchTone or Rotary 5 Tap the Volume pick list and select the speaker volume you want to use Tap Details Details Name IRPhone to xfer Speed w 57 600 bps Connection rlCOMM to Modern Flow ert ssburoinatie Method Init String Dialing TouchTone Volume Low Chapter 7 Page 173 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 Gee T Connection Available Configurations Falm Modern US Canada Falm Modern UK IEM Work Pad Modern Direct Serial IR ta a PC Handheld Your new configuration appears in Hidde Se 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 174 Setting Preferences for Your Organizer Network preferences and TCP IP software The Network Preferences settings enable you to use the TCP IP software that is included in the organizer operating system You can use the TCP IP software t
10. 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 Tap the Applications icon O 2 Tap Expense 3 Tap New Cursor Expense types n of new item l Tap New Tip You can also create a new Expense item by writing on the number side of the Graffiti writing area while in the Expense list screen The first number you write begins the amount of your new Expense item 4 Enter the amount of the expense 5 Tap the Expense type pick list and select a type from the list EHE Expense type 20 00 4 14 fT l Tap here Breakfast Bus Business Meals Car Rental Dinner Entertainment Fax mes Gas Gifts Hotel Incidentals New eer Note As soon as you select an expense type your organizer saves your entry If you do not select an expense type it does not save the entry Chapter 4 Page 103 Tip Another quick way to create anew 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 See Options menu later in this chapter for details Changing the date of an Expense item Initially Expense items appear with the date you enter them You can use Expense to change the date associated with any Expen
11. to open it in Microsoft Excel Make any changes that you want to the names or other information in the sample template Important Do not insert rows or columns in the sample template Doing so changes the way your Expense data maps to the template and causes errors If you want to move the cells to a different location or add or delete rows or columns you have to make changes to the Maptable xls file Note You can insert your own company logo without changing the Maptable xls file If you change the file name however you need to make a corresponding change in the Maptable xls file You can also rename cells without changing the Maptable xls file provided that the expense type corresponds to your organizer data For example youcan change Snack to Munchies and then all items entered on your organizer as Snack map to the cell s labeled Munchies Page 214 Creating a Custom Expense Report 4 From the File menu choose Save As 5 Click the Save as type drop down list and choose Template xlt 6 Navigate to the Template folder in the Palm Desktop software directory Note Ifyou do not need to change the Maptable xls file save the template file with its original file name e g Sample2 xlt If you do need to change the Maptable xls file give your modified template a unique name Be sure to use the xlt file suffix which defines the file as a Microsoft Excel template 7 Click
12. Book Chapter 4 Page 87 Address Book Address Book is the application in which you store name and address information about people or businesses Creating an Address Book entry A record in Address Book is called an entry You can create entries on your organizer or you can use Palm Desktop software to create entries on your computer and then download the entries to your organizer with your next HotSync operation Palm Desktop software also has data import capabilities that enable you to load database files into Address Book on your organizer See Importing data in Chapter 2 and Palm Desktop online Help for more information To create a new Address Book entry 1 Press the Address Book application button on the front of your organizer to display the Address list 2 Tap New Cursor at Last r name Address Edit Unfiled Abrams Liz 650 454 6121 Adams Ben 408 772 1900 Beckman Rachel 510 532 0746 W Bertolli Marcus 213 422 1363 WW Bruce Jeremy 408 459 1279 Butler Richard 516 626 1424 Cain Cathy 650 235 6222 Carpenter Joan 718 824 1548 Carter Melanie 212 395 6277 W Chu Byron 213 343 9801 Add Conner Sandy 301 933 6833 FESS mmmmnnnnnnnnnnnnnnnn Ao r Ao Look UP Tap New 3 Enter the last name of the person you want to add to your Address Book Note The organizer automatically capitalizes the first letter of each field except numeric and e mail fields Yo
13. Configuring HotSync Manager for infrared communication Next you need to go to the HotSync Manager and specify the simulated port used for infrared communication To configure HotSync Manager for infrared communication 1 Click the HotSync Manager icon in the Windows system tray 2 Make sure Local is checked on the menu 3 Choose Setup 4 Click the Local tab 5 In the Serial Port drop down box select the COM port that was given as the simulated port in the Options tab of the Infrared Monitor in this example COM4 General Local Modem Network Serial Port COM4 v Cancel 2 Help 6 Click OK The HotSync Manager is now communicating with the simulated port defined for infrared communication This means that you cannot use your cradle again until you reconfigure the HotSync Manager to communicate with the port defined for cradle synchronization Chapter 6 Page 151 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 Tap Local 3 Tap the pick list below the HotSync icon and select IR toa PC Handheld 4 Position the IR port of your organizer within a couple of inches of the infrared port of your computer 5 Tap the HotSync icon to start the IR HotSync operation Connecting with the deskt
14. Using Find You can use Find to locate any text that you specify in any application To use Find 1 Tap the Find icon O Tip If you select text in an application before you tap Find the selected text automatically appears in the Find dialog box 2 Enter the text that you want to find Find is not case sensitive For example searching for the name davidson also finds Davidson Find locates any words that begin with the text you enter For example searching for plane finds planet but not air plane 3 Tap OK Find searches for the text in all records and all notes Matches for David To Do Items Call David iddrassas Crensh Davi 33 1 41 974521 Find Datebook Memos 11 22 Meeting Minutes Mail Messages 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 Tap the text that you want to review Using Phone Lookup Phone Lookup displays the Address list screen and lets you add the information that appears in this list to a record Page 66 Using Your Basic Applications To use Phone Lookup 1 5 Display the record in which you want to insert a phone number The record can be in Date Book To Do List or Memo Pad Tap the Menu icon Tap Options and
15. When working with Address Book the scroll button on the front panel of the organizer makes it easy to navigate among your address entries In the Address list screen the scroll button moves up or down an entire screen of records If you hold down the scroll button you accelerate the scrolling and display every third screen In the Address view screen the scroll button moves to the previous or next address record You can also use the Address list Look Up feature to quickly scroll to any of your Address Book entries To look up an Address Book record 1 2 Display the Address list screen Enter the first letter of the name you want to find Abrams Liz 650 454 6121 Adams Ben 408 772 1900 Beckman Rachel 510 532 0746 Bertolli Marcus 213 422 1363 Bruce Jeremy 408 459 1279 Butler Richard 516 626 1424 Cain Cath 650 235 6222 Carpenter Joan Carter Melanie 212 395 6277 Chu Byron 213 343 9801 Conner Sandy 301 933 6833 Look Up line Look Up car 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 3 Tap the record to view its contents Chapter 4 Page 65
16. provided that the computer connected to the cradle also has the network HotSync technology installed your computer is on and the HotSync Manager is running Connecting to your company s dial in server A network HotSync operation requires the following consult your System Administrator for assistance m Your computer has TCP IP support installed m Both your company s network system and its remote access server support TCP IP m You have a remote access account Everything you need to connect to your company s dial in server network modem is included with Palm Desktop software and organizer software You need to activate the feature however on both Palm Desktop software and your organizer To prepare your computer for a network HotSync operation 1 Click the HotSync Manager icon in the Windows system tray 2 From the HotSync Manager menu choose Network v Local Modem v Network Setup Custom File Link View Log About Help Exit 3 From the HotSync Manager menu choose Setup 4 Click the Network tab and make sure your user name has a check mark next to it If the check mark is not there click the check box next to your user name Page 158 Advanced HotSync Operations General Local Modem Network Checked users make this their Primary PC for performing a Network HotSync operation Arthur Manzi Tiziana Perinotti TCP IP Settings caret _ ree
17. Beam Regeiy nsn naeia ar ae e aaa a La e araia 171 Connection preferences sssesiesissersistiesistirtisresstsseriesesseneerens 172 Sample connection for remote IR HotSync operations 173 Network preferences and TCP IP software cccccceeeees 175 Selecting a Service in desis arrian ooer e E aa EAN 175 Entering a uset NAME monnta ana E E N 176 Entering a PaSSWOT sssssrerrer o neie iai ein a rA 177 Selecting a CONNECTION sissie rr eieaa ia 177 Adding telephone settings sssssssssseessesseerississersssriesessesseriesesses 178 Connecting to your Service s sssssssssssseessrtesistesirtesirtesirteseseesesees 180 Creating additional service templates 0 0 eee 181 Adding detailed information to a service template 181 LOIN SCTIPES ceceeseeseseseeseeeeeeeeseceeseeecseeecsececseeecsseecsseecsseecsaesenaenens 184 Creating a login script on your organizer oe eee 185 Plug in applications oo cece reeseeeeeeeeneerseeseneneeneeey 187 Deleting a service template cee ee neeeeseeneneseeeeees 187 Network preferences Menu commands cccceeee tte 187 TCP IP troubleshooting arroi een a N 188 OWMEr preferetieeS tyner era a Eie Eei EE E E i rit 189 ShortC ts preferences sirelasi aas sia a i i E 190 Creating a Sh ttC t nnan n a a aa RA 190 Editing a ShortC ut 0 ii e R EE ohana ile 191 Del ting a SHOrtC ut inc seccscest lees sen os bees eset EET E 191 Appendix A Maintaining Your Organizer Ca
18. OOl 55 f G 2 2 7 7 Z8 4 t 9 G 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 The next stroke you make with the stylus creates a punctuation mark ain shift Note When Punctuation Shift is active you can make a symbol stroke anywhere in the Graffiti writing area the letters or numbers side Page 32 Entering Data in Your Palm Illc Organizer Symbol Stroke Symbol Stroke Period Dash Comma P Left fai C Sree Right oe ail a a Pi h end S Additional Graffiti punctuation amp lt gt Ola glsele gt E E Jo i VERISSNNZ TIN Writing symbols and extended characters All symbols and extended characters begin with the stroke in the Graffiti writing area of your organizer Symbol Shift N When the Symbol Shift is active a slanted shift symbol appears in the lower right corner of the screen The next stroke that you make creates the symbol or extended character Details f Symbol Shift Chapter 2 Page 33 RIC HIN lV eZ CIETY BIMISIO Writing accented cha
19. Receiving data See Beaming information Recharging the battery 11 12 170 Records Address Book 88 beaming 139 140 choosing categories 61 creating 55 Date Book 74 defined 55 deleting 57 80 displaying a category of 62 editing 55 57 Expense 103 fonts 73 hiding private 46 70 lost 203 masking private 46 70 Memo Pad 98 notes for 72 number of 212 private 70 72 purging 58 sorting 69 70 To Do List 93 Recovering deleted e mail 129 filed mail 129 Removing applications 45 Desktop software 45 Renaming categories 64 Repeating events deleting from Date Book 57 scheduling 79 Replying to e mail 121 Rescheduling events 78 Resetting organizer hard reset 196 Page 236 Index location of reset button 9 195 soft reset 195 Retrieving e mail See Filters for e mail S Saving data 39 55 57 draft e mail 127 Scheduling events 74 78 Screen blank 201 calibrating 15 168 caring for 193 touching with your finger 7 Scroll bar 17 button 7 Searching See Finding Secondary DNS 183 Security 46 48 changing password 47 deleting password 47 displaying owner s name 189 forgotten password 48 locking the organizer 47 private records 70 72 Selecting date for event 76 e mail to be synchronized See Filters for e mail 133 phone numbers in Address Book 89 text 56 57 Sending data See Beaming information e mail 119 121 126 Serial connections 172 connector 10 port 10 145 153 Service selecting
20. Start Is the number of the first row of the Section that will Row be filled with your organizer data Start Is the number of the first column of the Section that Column will be filled with your organizer data 11 Define the Dates and Intervals The dates and intervals between dates appears in the light blue columns 14 17 Date Intervals Between Date Dates Start day Day 1 o In the Date cell enter the row or column number where all the date information will be placed In the Dates cell enter the number of blank columns or rows separating the date fields If there are no blank columns or rows between date entries leave this number set to zero In the Start Day cell enter the day of the week that starts the expense reporting period Enter a three character abbreviation for the day e g Sun Mon Tue In the Day cell enter the row or column number where all the day information will be placed If the dates are in a row enter the row number If the dates are in a column enter the column number Page 220 Creating a Custom Expense Report 12 Define whether the Section is in list format This setting appears in the light purple columns 18 19 Listing Format Expense Type YES 8 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
21. Welcome Modem D Using File Link The File Link feature enables you to import Address Book and Memo Pad information onto your organizer from a separate external file such as a company phone list HotSync Manager stores the data in a separate category on your Palm Desktop software and your organizer You can configure the File Link feature to check for changes to the external file when you perform a HotSync operation With File Link you can import data stored in any of the following formats Comma separated csv Memo Pad archive mpa m Address Book archive aba m Text txt For information on how to set up a file link see the Palm Desktop online Help Chapter 6 Page 161 Creating a user profile If you use the File Link feature to configure several Palm Computing platform handhelds with specific information such as a company phone list before distributing them to their actual users you can create a user profile to load the data into an organizer without associating that data with a user name The User Profile feature is designed only for the first time HotSync operation before you assign a User ID to a particular organizer To create a user profile 1 Open Palm Desktop software 2 From the Tools menu choose Users 3 Click Profiles 4 Click New Selecta profile New Delete Rename Help 5 Enter a unique name for the profile and click OK New Profile x
22. and phone numbers you might need in emergencies doctor fire department lawyer etc Expense contains two user defined categories New York and Paris to show how you might sort your expenses according to different business trips Note The illustrations in this section come from Address Book but you can use these procedures in all the applications in which categories are available To move a record into a category 1 Select the record you want to categorize 2 In Address Book only Tap Edit 3 Tap Details 4 Tap the Category pick list to display the list of available categories Chapter 4 Page 61 Address Entry Details Show in List w Work Category Business z Personal Private OyickList Unfiled 5 Select the category for the record 6 Tap OK Note In Address Edit and Memo you can tap the category name in the upper right corner of the screen and select a new category for the item To display a category of records 1 Tap the category pick list in the upper right corner of the list screen Tap here Abrams Liz 650 454 6121 Abrams Liz Adams Ben 408 772 1900 Adams Ben Beckman Rachel 510 532 0746 Beckman Rachel Bertolli Marcus 213 422 1363 Bertolli Marcus Bruce Jeremy 408 459 1279 Bruce Jeremy S Butler Richard 516 626 1424 Butler Richard 516 626 1424 Cain Cathy 650 235 6222 Cain Cathy 650 235 6222 Carpenter Joan 718 824 1548 ad Carpenter Joan 718 824 1548 Car
23. applications 42 45 Desktop software 45 e mail 129 Graffiti characters 29 passwords 47 records 57 service templates 187 text 56 See also Purging records Delivering e mail 123 126 Desktop E Mail application applications supported 116 managing 115 138 support of Mail features 123 Desktop software 12 13 configuring mail 116 118 displaying euro 109 for entering data 23 linking to external files 161 removing 45 saving deleted data to anarchive file 57 system requirements 4 upgrading 4 See also PIM Digitizer 15 168 202 DNS Domain Naming System 183 Double booked events 84 Draft e mail 127 Dragging memos into other applications 53 stylus to activate features 167 using the stylus 15 Driver for infrared communication on Windows 95 149 Index Page 231 E Editing records 55 57 unsent e mail 126 E mail addresses in Address Book 89 91 looking up 122 123 E mail items See Mail Entering data 21 24 importing from other applications 37 38 problems with 202 using Graffiti writing 27 36 using the computer keyboard 37 using the onscreen keyboard 36 Entries See Address Book Eudora 116 Euro displaying on desktop computer 109 in Expense 106 in Graffiti writing 33 in onscreen keyboard 22 printing 109 problems with 203 Events See Date Book Excel transferring Expense data to 108 112 Exchange 116 Exchanging data See HotSync Exclamation marks in To Do List 97 Expense adding Address Book data to records 68 categoriz
24. charge light Screen Graffiti writing area Scroll button Power button ae Brightness control Application buttons Power Turns your organizer on or off and controls the button brightness ibe If your organizer is turned off pressing the power contro button turns the organizer on and returns you to the last screen you viewed Press the power button to turn the organizer off If you have difficulty seeing the information onscreen use the brightness control to adjust the screen depending on the lighting conditions where you use your organizer Press the power button and hold it down for about two seconds to access the Brightness dialog box You can conserve battery life by reducing the brightness level of the display Battery Illuminates when the organizer is in the cradle and charge light the battery is charging When the battery is fully charged the light turns off Page 6 Introduction to Your Palm llic Organizer Organizer Displays the applications and information stored in screen your organizer It is touch sensitive and responds to the stylus Graffitio The area where you write letters and numbers using writing the Graffiti alphabet See Chapter 2 to learn how to area write Graffiti characters Scroll Displays text and other information that extends button beyond the area of the organizer screen Pressing the lower half of the scroll button scrolls down to view information below the viewing area and pressing the upper
25. m A blinking cursor m One or more edit lines Jul 24 02 KIBO GEC Blinking cursor Edit line Chapter 4 Page 55 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 To select text in an application 1 Tap the beginning of the text that you want to select 2 Drag the stylus over the text to highlight it in black Note You can also double tap to select a word or triple tap to select a line of text You can also drag across the text to select additional words or drag down to select a group of lines The following commands may appear in an Edit menu Undo Reverses the action of the last edit command For example if you used Cut to remove text Undo restores the text you removed Undo also reverses deletions done by using backspace Cut Removes the selected text and stores it temporarily in the memory of your organizer You can paste the text you cut into another area of the current application or into a different application Copy Copies the selected text and stores it temporarily in the memory of your organizer You can paste the text that you copy into another area of the current application or into a different app
26. m Keep track of vendors companies and people involved with each particular expense Log miles traveled for a particular date or expense category m 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 IIIc organizer package To open Expense 1 Tap the Applications icon O 2 Tap the Expense icon Page 54 Using Your Basic Applications 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 Creating records You can use the following procedure to create a new record in Date Book Address Book To Do List Memo Pad and Expense To create a record 1 Select the application in which you want to create a record 2 Tap New 3 In Date Book only Select start and end times for your appointment and tap OK 4 Enter text for the record 5 Optional Tap Details to select attributes for the record 6 In Address Book and Memo Pad only Tap Done There s no need to save the record because your organizer saves it automatically Editing records After you create a record you can change delete or enter new text at any time Two screen features tell you when your organizer is in editing mode
27. m Make sure your modem resets before you try again Turn off your modem wait a minute then turn it back on Page 206 Frequently Asked Questions Itried todoamodem Check the following on your organizer HotSync operation m but it did not complete successfully continued Ican t perform anIR m HotSync operation Confirm that the telephone cable is securely attached to your modem Make sure the dialing instruction dials the correct phone number If you need to dial an outside line prefix make sure you selected the Dial Prefix option on your organizer and entered the correct code If the telephone line you are using has Call Waiting make sure you selected the Disable call waiting option under Modem Sync Phone Setup on your organizer and entered the correct code Make sure the telephone line you are using is not noisy which can interrupt communications Check the batteries in your modem and replace them if necessary Be sure the HotSync Manager is running and the Serial Port for local operations is set to the simulated port for infrared communication On your organizer be sure the HotSync application is set to Local with the option IR to a PC Handheld Be sure the IR port of your organizer is aligned directly opposite to and within a few inches of the infrared device of your computer IR HotSync operations do not work after you receive a low battery warning Check the battery power of your
28. organizer Recharge the internal battery Appendix B Page 207 When I tap the HotSync button on the cradle nothing happens on Palm Desktop software and my organizer times out When I perform a HotSync operation my information does not transfer to Palm Desktop software Perform a Local HotSync operation before you try to synchronize remotely via modem Check Palm Desktop software HotSync Setup options to confirm that you have the correct settings for local HotSync operations If you are experiencing intermittent success try a lower speed setting on the Local tab in the Setup dialog box in the HotSync Manager Close and restart HotSync Manager on your computer Verify there are no COM port conflicts on your computer 1 From the Start menu choose Set tings and then choose Control Panel Double click System Click the Device Manager tab Double click Ports a AeA WwW N Check each accessory is using a dif ferent port Make a copy of your Palm folder Uninstall then reinstall Palm Desktop software Turn on your organizer and tap the Applications icon Tap the HotSync icon then tap Local If you have performed a HotSync operation successfully but you cannot find the data from your organizer on Palm Desktop software check to see you have the correct user name selected for viewing data Click the HotSync Manager and choose Custom Check that all conduits are set to synchronize fi
29. 10 Continue the rest of the installation using the defaults provided If an alert appears telling you that there is a communication port conflict click OK and proceed After you install the infrared driver check the ports used by your computer for infrared communication Chapter 6 Page 149 To check the ports used for infrared communication 1 In the Windows taskbar click Start choose Settings and then choose Control Panel 2 Double click Infrared 3 Click the Options tab 4 Select Enable infrared communication Infrared Monitor 2 x Status references Identification M Enable infrared communication on COM w Providing application support on COM4 and LPT3 F Search for and provide status for devices in range F Limit connection speed to v Restore Defaults Coni aey He The COM port displayed in the drop down box is the port where your infrared device is attached It should be different from any port used by the HotSync Manager 5 Make a note of which port is listed as providing application support You need this information to configure the HotSync 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 Click Apply and OK Page 150 Advanced HotSync Operations
30. 88 89 deleting records 57 displaying category 92 displaying data in the Address list 91 finding records 65 fonts 73 menus 91 notes for records 72 opening 51 overview 51 pressing button to beam information 141 private records 71 sorting records 69 Agenda Date Book view 85 Alarm preset 87 setting 78 sound 87 171 201 for untimed events 79 Alphabet Graffiti writing 30 onscreen keyboard 16 21 Application buttons 7 17 50 51 52 53 141 166 beaming 139 140 Calculator 53 categories 39 40 Date Book 50 Expense 54 font style 73 installing 42 44 Launcher 17 18 39 41 Memo Pad 53 opening 18 plug in 187 preferences for 41 removing 45 security 46 size in kilobytes 212 To Do List 52 version of 212 viewing as icons 40 viewing as list 40 See also Add on applications Archive files importing data from 37 for main applications 37 saving deleted records 57 saving purged records 58 Automatic fill in Expense 113 Auto off delay 170 Autotext See Graffiti ShortCuts Battery conserving power 170 gauge 18 life and use 194 recharging 11 12 recycling 194 warning 226 BCC blind carbon copy 124 Beaming information 139 141 location of IR port 9 pen stroke to activate 167 problems with 210 See also Infrared Applications Bold font for text 73 Address Book 51 Brightness 6 7 167 194 201 Index Page 229 Business card for beaming 139 Buttons preferences 166 C Calcula
31. 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 To delete a ShortCut 1 Tap the ShortCut you want to delete 2 Tap Delete 3 Tap Yes Chapter 7 Page 191 Page 192 Setting Preferences for Your Organizer Appendix A Maintaining Your Organizer This chapter provides information on the following m Proper care of your organizer m Prolonging battery life m 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 m Take care not to scratch the screen of your organizer Keep the screen clean When working with your organizer use the supplied stylus or plastic tipped pens intended for use with a touch sensitive screen Never use an actual pen or pencil or other sharp object on the surface of the organizer screen m Your organizer is not waterproof and should not be exposed to rain or moisture Under extreme conditions water may enter the circuitry through the front panel buttons In general treat your organizer as you would a pocket calculator or other small electronic instrument m The touch sensitive screen of your organizer contains a glass element Take care not to drop your organizer or subject it to any strong impact Do not carry your organizer in
32. HotSync Options H About Mail Options Font F Preferences R HotSync Options H Look Up L About Mail New Message Message list About Mail Shows version information for Mail Page 138 Communicating Using Your Organizer 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 You can beam the following information between Palm Computing platform handhelds m The record currently displayed in Date Book Address Book To Do List or Memo Pad m All records of the category currently displayed in Address Book To Do List or Memo Pad m A special Address Book record that you designate as your business card containing information you want to exchange with business contacts m An application installed in RAM memory Note You can also perform HotSync operations using the IR port See IR HotSync operations in Chapter 6 for more details To select a business card 1 Create an Address Book record that contains the information you want on your business card 2 Tap the Menu icon 3 Tap Record and then tap Select Business Card 4 Tap Yes To beam a record business card or category of records 1 Locate the record business card or category you want to beam 2 Tap the Men
33. Tap a month 4 Tap the current date Chapter 1 Page 25 Page 26 Introduction to Your Palm Ilic Organizer Chapter 2 Entering Data in Your Palm Ilic Organizer This chapter explains how to enter data into your Palm IIc 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 Using Graffiti writing to enter data Chapter 1 introduced Graffiti writing and briefly described how to use it to enter text in your applications In this section you learn the procedures for creating letters numbers punctuation and symbols as well as some Graffiti tips and tricks Writing Graffiti characters Most people find they can enter text quickly and accurately with only minutes of practice Graffiti writing includes any character you can type ona standard keyboard The Graffiti strokes closely resemble the uppercase letters of the regular alphabet which makes Graffiti writing easy to learn There are four basic concepts for success with Graffiti writing m Ifyou draw the character shape exactly as shown in the tables later in this chapter like the shapes shown in the following diagram you achieve 100 accuracy m The heavy dot on each shape shows where to begin the stroke Certain characters have similar shapes but different beginning and end points Always begin the stroke at the heavy dot you s
34. aol com or Jack Jones jjones aol com concerning the Apollo Project You would create the following filter strings In the To field jsmith aol com jjones aol com In the Subj field Apollo Project Your organizer interprets this as Accept e mail items about the Apollo Project from John Smith or Jack Jones Do not accept e mail items from other people Do not accept e mail items from John or Jack about any other subject When you define a string note that your organizer searches for any instance of that sequence of characters For example if you create a filter that retrieves only e mail items containing the string info your organizer considers info rainforest and kinfolk appropriate matches Chapter 5 Page 135 To define a filter string 1 Tap a header field in the HotSync Options dialog box HotSync Options a HotSync Options a Settings for w Local HotSync Settings for w Local HotSync An Send only GIRS An Send ont MARS f Retrieve All High Priority Retrieve All High Priority w Ignore Messages Containing aa w Ignore Messages Containing cursor To 2 Enter your filter string using commas or spaces to separate the words Do not add connectors such as AND or OR between words in a string 3 If your string exceeds the length of the field tap the name of the field to display the Notes screen for that header field For more information about header field Notes screens
35. application tap Delete and then tap OK m Delete the text of the record Note In Date Book you can choose to delete the text of the current repeating event current and future events or all instances of that event Chapter 4 Page 57 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 All these outdated records take up memory on your organizer so it s a good idea to remove them by using Purge If you think Date Book or To Do List records might prove useful later you can purge them from your organizer and save them in an archive file Purging is also available in Mail See Chapter 5 for more information Purging is not available in Address Book or Memo Pad so delete outdated records from these applications To purge records 1 Open the application 2 Tap the Menu icon 3 Tap Record and then tap Purge A confirmation dialog box appears Date Book Tap the pick list and select how old a record must be to be purged Purge deletes repeating events if the last of the se ries ends before the date that you purge records Date Book To Do List If you want to save a copy of the purged records to an archive file on your desktop be sure that the check
36. application settings so they are personalized to your work methods and how to categorize applications so you view them in related groups Using the Applications Launcher To open the Applications Launcher tap the Applications icon Q Selecting applications Your organizer is equipped with a variety of applications All the applications installed on your organizer appear in the Applications Launcher See Opening applications in Chapter 1 for details Switching between applications When working in any application tap the Applications icon O or press an application button on the front panel of your organizer to switch to another application Your organizer automatically saves your work in the current application and displays it when you return to that application Categorizing applications The category feature enables you to manage the number of application icons that appear onscreen in the Applications Launcher You can assign an application to a category and then display a single category or all your applications Chapter 3 Page 39 To categorize an application 1 Tap the Applications icon Q 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 Category Address w Main Calc w Main Date Book Y Main Expense w Main Graffiti Y System HotSync w System Mail wY Main Memo Pad wY Main Prefs w System Security w System Tip To cre
37. application you re currently using For example in Memo Pad the menus are different for the Memo list screen and the Memo screen Graffiti menu commands Most menu commands have an equivalent Graffiti Command stroke which is similar to the keyboard shortcuts used to execute commands on computers The command letters appear to the right of the command names Chapter 1 Page 19 Undo Menu commands tcut YX Copy wc Paste P ommand letters Select All Ss Keyboard WK Graffiti Help G 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 Pa Memo 1of5 Unfiled Memo 1of5 Unfiled 11 22 Meeting minutes Undo Cut Copy Paste Beam Delete The command toolbar displays context sensitive menu commands for the current screen For example if text is selected the menu icons displayed may be undo cut copy and paste Tap on an icon to select the command or immediately write the corresponding command letter for an appropriate command in the Graffiti writing area For example to choose Select All in the Edit menu draw the Command stroke followed by the letter s Note Command mode is only active for a short time so you must tap an icon or write the command letter immediately to choose the menu command Displaying online t
38. cause harmful interference to radio or television reception which can be determined by turning the equipment off and on the user is encouraged to try to correct the interference by one or more of the following measures Reorient or relocate the receiving antenna Increase the separation between the equipment and receiver Connect the equipment into an outlet on a circuit different from that to which the receiver is connected m Consult the dealer or an experienced radio TV technician for help The use of shielded I O cables is required when connecting this equipment to any and all optional peripheral or host devices Failure to do so may violate FCC rules Caution Changes or modifications not covered in this manual must be approved in writing by the manufacturer s Regulatory Engineering Department Changes or modifications made without written approval may void the user s authority to operate this equipment Responsible Party Palm Ilic Product Family Palm Computing Inc 5400 Bayfront Plaza PO Box 58007 Tested to Comply Santa Clara California 95052 8007 With FCC Standards United States of America 408 326 5000 FOR HOME OR OFFICE USE Page 225 Canadian ICES 003 Statement This Class B digital apparatus meets all requirements of the Canadian Interference Causing Equipment Regulations Cet appareil num rique de la classe B respecte toutes les exigences du R glement sur le mat riel brouilleur du Ca
39. entry Any changes you make apply only to the current entry Chapter 4 Page 89 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 Address Edit Unfiled Address Edit Unfiled Last name Carter Last name Carter First name M Jz Dene ie ngle Motie 4 Select a new label Changing Address Entry details The Address Entry Details dialog box provides a variety of options that you can associate with an entry To open the Address Entry Details dialog box 1 Tap the entry whose details you want to change 2 Tap Edit 3 Tap Details Address Entry Details Showin List w Work Category w Unfiled Private O 4 Select any of the following settings Page 90 Using Your Basic Applications 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 If the E mail or Other fields end in a letter the identifying letters are not displayed Category Assign the entry to a category Private Hide this entry when Security is turned on Address Book menus Address Book menus are shown here for your reference and Ad
40. half of the button scrolls up to view the information above the viewing area Application Activates the individual organizer applications that buttons correspond to the icons on the buttons Date Book Address Book To Do List and Memo Pad See Buttons preferences in Chapter 7 for details on reassigning these buttons to activate any application on your organizer Tip If your organizer is turned off pressing any application button activates the organizer and opens the corresponding application Using the onscreen brightness control You may need to make adjustments by changing the amount of brightness on the screen To adjust the brightness 1 Press the power button and hold it down for about two seconds 2 Do one of the following To change the brightness in small increments tap to the left or right of the slider To change the brightness in larger increments drag the slider to the left or right Tip You can also press the scroll button to move the slider incrementally 3 Tap Done Chapter 1 Page 7 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 To reattach the cover reinsert the pegs in the holes Page 8 Introduction to Your Palm Illc Organizer L
41. on your organizer A record in Memo Pad is called a memo To create a new memo 1 Press the Memo Pad application button on the front of your organizer to display the Memo list 2 Tap New Memo 6 of 6 Unfiled 1 11 22 Meeting minutes 2 Directions to Moscone Center 3 Plans for conference 4 Priorities on new project 5 To discuss Jose Ribera Tap New t Tip In the Memo list screen you can also begin writing in the Graffiti writing area to create a new memo The first letter is automatically capitalized and begins your new memo 3 Enter the text you want to appear in the memo Use the carriage return stroke to move down to new lines in the memo 4 Tap Done Reviewing memos The first line of a memo appears in the Memo list This makes it easy to locate and review your memos Page 98 Using Your Basic Applications To review a memo 1 In the Memo list tap the text of the memo 1 11 22 Meeting minutes 2 Directions to Moscone Center 3 Plans for conference 4 Priorities on new project 5 To discuss Jose Ribera Tapa j Unfiled memo to review its contents gt 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 See Using menus in Chapter 1 for information about choosing
42. onscreen keyboard and place the text in the record Page 36 Entering Data in Your Palm Illc Organizer Using your computer keyboard If you have a lot of data to enter or prefer to use the computer keyboard you can use Palm Desktop software or any supported PIM to enter information You can then perform a HotSync operation to synchronize the information on your computer with the information on your organizer All the main applications on your organizer are also available in Palm Desktop software and in most PIMs so you don t need to learn different applications Refer to Palm Desktop online Help for more information on entering data on your computer Importing data 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 organizer without having to key it in manually Save the data in one of the file formats listed below import it into Palm Desktop software and then perform a HotSync operation to transfer the data to your organizer Palm Desktop software can import data in the following file formats Comma delimited csv txt Address Book and Memo Pad only Tab delimited tab tsv txt Address Book and Memo Pad only CSV Lotus Organizer 2 x 97 Mapping Address Book only Date Book archive dba Address Book archive aba To Do archive tda Memo Pad archive mpa Archive formats can on
43. security for your organizer so unauthorized eyes cannot view your data When you are out of the office track your expenses for your expense reports then transfer the data to your computer to print it out You can write edit and view your e mail and then synchronize your e mail with your desktop E Mail application when you return to your office Chapter 1 Page 3 System requirements To install and operate Palm Desktop software your computer system must meet the following requirements Minimum requirements m Windows 95 Windows 98 or Windows NT 4 0 m IBM compatible 486 computer or higher m 8 MB RAM memory minimum 16 MB recommended 20 MB available hard disk space VGA monitor or better CD ROM drive you can also download the Palm Desktop software from http www palm com or order 3 5 diskettes from Palm Computing m Mouse m One available serial port or USB port PalmConnect USB Kit sold separately Optional equipment m Modem such as a PalmModem accessory m Windows compatible printer m Infrared communication device Macintosh compatibility You can connect your organizer to your Macintosh using the PalmConnect Serial Kit or PalmConnect USB Kit sold separately Upgrade Information If you already own a Palm Computing handheld we recommend that you install the version of Palm Desktop software that comes with your new Palm IIIc organizer into the same folder as your current Palm Desktop software Wh
44. see Creating e mail items earlier in this chapter HotSync Options Li Settings for w Local HotSync An Send only GREG amp Retrieve All High Priority v ignora Messages Containing Tap here Subj SEEEN een ees Pen Tap Done to return to HotSync Options 4 Tap Done to return to the HotSync Options dialog box 5 Tap OK High priority e mail The Retrieve All High Priority setting lets you retrieve e mail items marked high priority even if those items would have been blocked by a defined filter To retrieve high priority e mail items 1 Tap the Filter box in the HotSync Options dialog box Page 136 Communicating Using Your Organizer 2 Tap the Retrieve All High Priority check box to select it HotSync Options Li Settings for w Local HotSync Tap All Send only MAKA check Retrieve All High Priority box w Ignore Messages Containing 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 By default this Truncate value is 4 000 characters By truncating long messages you reduce the time it takes to synchronize your desktop E Mail and Mail as well as the amount of storage space e mail uses on your organizer Note Truncation is separate and independent from filt
45. the Windows taskbar 2 Highlight Programs highlight Palm Desktop software and then click Mail Setup to begin setup 3 Follow the instructions onscreen to set up your organizer for use with your desktop E Mail application Page 116 Communicating Using Your Organizer To select HotSync options 1 Click the HotSync icon in the Windows system tray bottom right corner of the taskbar 2 Choose Custom Tip You can also choose Custom from the HotSync menu in Palm Desktop software 3 Select Mail in the list box 4 Click Change Change HotSync Action oe Cancel o kS C Desktop overwrites handheld Help oA Do Nothing I SetAs Default Your Mail is currently set up with the following configuration Mail Setup Mail System Lotus cc Mail 7 0 User Name midyne spear Post Office c lotus ccmail mailbox0 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 You handheld should use this option only if for some reason the two inboxes get out of sync Do Nothing Turns off communication between your organizer and desktop E Mail application Note Changing the HotSync setting from the default affects only the next HotSync operation Thereafter the HotSync Action reverts to the default setting Chapter 5 P
46. then tap Phone Lookup Begin to spell the last name of the name you want to find The list scrolls to the first record in the list that starts with the first letter you enter Continue to spell the name you re looking for or when you see the name tap it Phone Number Lookup Abrams Liz 650 454 6121 Adams Ben 408 772 1900 Beckman Rachel 510 532 0746 Bertolli Marcus 213 422 1363 Bruce Jeremy 408 459 1279 Butler Richard 516 626 1424 Cain Cath 650 235 6222 Carpenter Joan 718 824 1548 Carter Melanie 212 395 6277 W Chu Byron 213 343 9801 Conner Sandy 301 933 6833 W Look Up 9t v Tap Add The name you selected along with the other information associated with it is pasted into the record you selected in step 1 Phone Lookup tips Write the Graffiti Command stroke L to activate the Phone Lookup feature You can also activate it in the following circumstances While entering text For example to insert the full name and phone number for someone with the last name Williams write the Graffiti characters for Wi and then the Phone Lookup Command stroke L Assuming you have only one Address Book record that begins with Wi your organizer inserts the full name Fred Williams and its associated information If you have more than one name that begins with Wi the Phone Lookup screen appears and highlights the first record that begins with Wi For selected tex
47. through 7 to change conduit settings for other applications 9 Click Done to activate your settings 10 Perform a HotSync operation Appendix A Page 197 Page 198 Maintaining Your Organizer Appendix B Frequently Asked Questions If you encounter a problem with your Palm IIIc organizer do not call Technical Support until you have reviewed the following list of frequently asked questions and you have also reviewed the following m The README file and HelpNotes located in the folder where you installed the Palm Desktop software on your computer or on your installation CD or diskettes The Palm Desktop online Help The Palm Support Assistant knowledgebase accessible at http www palm com under the Support section m The most recent Palm IIIc organizer HelpNotes on your regional web site If you are still having problems contact Technical Support For US and International telephone numbers see the Technical Support card that comes with your organizer Note Thousands of third party add on applications have been written for the Palm Computing platform Unfortunately we are not able to support such a large number of third party applications If you are having a problem with a third party application please contact the developer or publisher of that software Appendix B Page 199 Software installation problems Problem When I install Palm Desktop software I get an error that a modem is atta
48. to create edit and delete a ShortCut See Chapter 2 for more information on the use of ShortCuts Creating a ShortCut You can create a ShortCut for any words letters or numbers All ShortCuts you create appear on the list in the ShortCut Preferences screen All the ShortCuts are available in any of your organizer applications and are backed up on your computer when you perform a HotSync operation To create a ShortCut 1 Tap New 2 On the ShortCut name line enter the letters you want to use to activate the ShortCut Preferences w Shortcuts ShortCut Entry Li br Breakfast ShortCut Name di Dinner ds Date Stamp dts Date and Time Stamp lu Lunch me Meeting ts Time Stamp 3 Tap the ShortCut Text area and enter the text that you want to appear when you write the ShortCut characters Tip You may want to add a space space character after the last word in your ShortCut text This way a space automatically follows the ShortCut text 4 Tap OK 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 Page 190 Setting Preferences for Your Organizer ShortCut K 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
49. user name The HotSync Progress dialog box appears and synchronization begins HotSync Progress Status Synchronizing Mail User Arthur Manzi as 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 60 Using Your Basic Applications Categorizing records Categorize records in the Address Book To Do List Memo Pad and Expense applications so that they are grouped logically and are easy to review You can also categorize applications See Using the Applications Launcher in Chapter 3 for more information When you create a record your organizer automatically places it in the category that is currently displayed If the category is All your organizer assigns it to the Unfiled category You can leave an entry as Unfiled or assign it to a category at any time 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 You can have a maximum of 15 user defined categories in each application Address Book contains the QuickList user defined category in which you can store the names addresses
50. waits to receive Joe followed by a carriage return and line feed from the remote computer before executing the next command in the script Appendix D Page 223 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 V Includes a caret as part of the string lt Includes a lt as part of the string Includes a backslash as part of the string Page 224 Non ASCII Characters for Login Scripts Product Regulatory Information FCC Statement This device complies with part 15 of the FCC rules Operation is subject to the following two conditions 1 This device may not cause harmful interference and 2 this device must accept any interference received including interference that may cause undesired operation Note This equipment has been tested and found to comply with the limits for a Class B digital device pursuant to Part 15 of the FCC rules These limits are designed to provide reasonable protection against harmful interference in a residential installation This equipment generates uses and can radiate radio frequency energy and if not installed and used in accordance with the instructions may cause harmful interference to radio communications However there is no guarantee that interference will not occur in a particular installation If this equipment does
51. you may download the Palm Desktop software from http www palm com Alternatively you can order 3 5 diskettes by completing and mail ing the diskette order card supplied in the Palm HIc organizer product package or call to order the diskettes See the Worldwide Customer Support card for the appropri ate phone number P N 406 1243 01 A N 423 1243 01 Page ii Contents About This Book 3 02 3 ce eccnchceis ene edn lei cinch ae 1 Chapter 1 Introduction to Your Palm Illc Organizer Getting to know your Palm IIIc organizer ccceeeeeeeeseeeneneeees 3 What is a Palm IIc organizer o ccccccccecccceeseseecsceneeeecseeeseees 3 System TEGuITEMENUS inier anre orrie esaia i teieni eiee 4 Upgrade Information s sssssssssssississtisesssestestisresnestetestesnesteneesressenees 4 Palm Mecomponents cmosise ionn E A E 6 Recharging the battery s ss ssssssesissessessississesssssressesnennienensesnnenees 11 Palm Desktop organizer software s ss ssesssssississessessiesisrsssesees 12 Using your organizer with another PIM ss ssssssssissesssssieresseeseese 14 Tapping and typing senis seiee i e e EA 15 Tap with the stylus to get things done 0 eect eee 15 Elements of the organizer interface cccee cece ee tesa 16 Opening applications 0 eee ee cesssseeseseteeeeeesenenees 17 USNS SIMON tress ete eerie eet se Die ee 18 Four ways to enter data oo cece ce censeeeesesecesesenenenssenaes 21 Customizing your OF ZaN
52. your back pocket if you sit on it the glass may break m Protect your organizer from temperature extremes Do not leave your organizer on the dashboard of a car on a hot day and keep it away from heaters and other heat sources m Do not store or use your organizer in any location that is extremely dusty damp or wet m Usea soft damp cloth to clean your organizer If the surface of the organizer screen becomes soiled clean it with a soft cloth moistened with a diluted window cleaning solution Appendix A Page 193 Battery considerations Please note the following considerations for the battery in your organizer m Under normal conditions your organizer battery should remain charged by placing it in the cradle for just a few minutes each day You can conserve battery life by reducing the brightness level on your organizer and changing the Auto off setting that automatically turns the organizer off after a period of inactivity See General preferences in Chapter 7 for more information Note To fully recharge the battery your organizer needs to be turned off while it is in the cradle m Ifthe battery becomes low in the course of normal use the battery icon indicates a low charge If this happens perform a HotSync operation to back up your data then leave your organizer in the cradle to recharge the unit This helps prevent accidental data loss m Ifthe battery drains to the point where your organizer does not ope
53. 103 expense reports in Excel 109 112 memos 98 notes for records 72 records 55 To Do List items 93 Currency default 106 defining 107 for Expense items 105 106 Current date 25 203 Current time 18 setting 25 Custom currencies and symbols 107 expense reports 213 222 Page 230 Index fields in Address Book 92 Customizing See Preferences Cutting text 56 Cycling through views 50 51 52 53 D Data entry See Entering data Date Book adding Address Book data to records 67 Agenda view 85 alarm 78 archive files dba 37 changing event time 78 changing event to untimed 77 conduit for synchronizing 146 conflicting events 84 continuous events 79 81 creating records 55 74 78 Day view 82 deleting records 57 display options 86 end time for Day view 87 fonts 73 menus 86 Month view 84 notes for records 72 opening 50 overview 50 private records 71 purging records 58 repeating events 57 79 81 scheduling events 74 78 selecting dates 76 start time for Day view 87 Sunday or Monday to start week 169 switching views 82 untimed events 74 77 Week view 82 169 203 Dates Expense item 104 setting current 25 203 showing in Mail list 131 To Do List record due 95 Day Date Book view 74 87 DBA Date Book archive file 37 Decimal point 169 Default categories 61 currency in Expense 106 settings See Preferences Deleted data saving in archive files 57 e mail recovering 129 Deleting
54. 5 Page 123 Setting a priority To set a priority for your e mail item 1 In the New Message screen tap Details New Message Message Details i Subj Priority w Normal Body are Signature Confirm Read Confirm Delivery Tap here 2 Li Priority BCC ecc pikul Signature Signature gt Confirm Read Confirm Read O Confirm Delivery Confirm Delivery O 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 In the New Message screen tap Details 2 Tap the BCC check box to select it 3 Tap OK Page 124 Communicating Using Your Organizer DENEA o oO BCC field 4 Tap the BCC field and enter an address Adding a signature to your e mail item A signature consists of information about yourself that is appended to your e mail item as its closing For example a signature can contain your name address phone and fax numbers and any other text you want to include By defining such information as a signature you save yourself the trouble of having to enter it every time you create an e mail item Adding a signature to your message is a two part process First you create your signature Then you select the Signature option To create a signature 1 Tap the Menu icon 2 Tap Options a
55. 6 For all conduits click Change and select the option Desktop overwrites handheld Then click Done See Customizing HotSync application settings in Chapter 6 for more information 7 Place your new organizer in the cradle and press the HotSync button If the Select User dialog box appears select your username Note If you customized the modem setup on your old organizer you must re enter the modem init string Any passwords you set on your old organizer are not restored during this HotSync operation Records you previously marked Private are still marked Private but you need to reenter a password on your new organizer Each organizer must have a unique name After you complete the upgrade process described above you have two organizers with the same name This is an undesirable situation Each organizer must have a unique name in order to prevent unexpected results during HotSync operations and other complications We strongly recommend that you perform a hard reset on your old organizer See Performing a hard reset in Appendix A for details Chapter 1 Page 5 A hard reset not only erases all data from the old organizer it also erases the name and makes that organizer a clean slate ready to receive a new name The next time you perform a HotSync operation with this old organizer you are asked to give ita name Be sure to give it a unique name Palm Ilic components Locating front panel controls Battery
56. 96 97 fonts 73 menus 97 notes for records 72 opening 52 overview 52 prioritizing records 93 97 private records 71 purging records 58 96 sorting records 69 Today See Current date Transferring data See HotSync Transmitting data See Beaming information Troubleshooting 207 Truncating e mail 137 Turning off organizer automatically 170 pen stroke for 167 problems with 201 Turning on organizer application buttons 7 displaying owner s name 189 power button 6 problems with 201 Cc ndoing actions 56 ninstalling Desktop software 45 nresponsive organizer 201 nsent e mail editing 126 ntimed events 74 77 79 pdating data See HotSync pgrading Desktop software 4 ser name for ISP 176 identifying organizer 189 ser profiles 162 Cee ec ce eG G V Vendor for Expense item 105 Ww Web sites 14 149 Week Date Book view 82 83 169 203 Writing area 7 Writing See Entering data X XLT Expense report template in Excel 111 Page 238 Index
57. Graffiti 27 30 onscreen keyboard 36 List in Applications Launcher 40 Lithium ion battery 11 Locking the organizer with a password 47 48 167 189 Login scripts 184 187 223 Looking up Address Book data to add to other records 66 67 scrolling in Address list 65 to add to e mail addresses 122 123 Lost organizer contact for 89 records 203 Lotus 1 2 3 for expense reports 222 cc Mail 116 Organizer importing data from 37 M Macintosh 4 109 148 184 Mail address lookup 122 123 attachments 133 BCC blind carbon copy 123 124 changing setup 118 closing 119 confirm delivery 123 126 confirm read 123 126 creating 119 121 deleting e mail 129 desktop configuration 116 118 draft e mail 127 editing unsent e mail 126 filing e mail 128 filtering options 132 137 folders 130 HotSync options 117 118 menus 138 opening 118 overview 115 116 priority of delivery 123 124 purging deleted e mail 130 recovering deleted 129 replying to e mail 121 sending 126 showing dates 131 signature 123 125 126 sorting 131 synchronizing 118 truncating 137 viewing e mail 118 Main applications 17 Maintenance information 193 Masking records 70 Memo Pad adding Address Book data to records 67 archive files mpa 37 categorizing records 61 conduit for synchronizing 146 creating records 55 98 deleting records 57 81 dragging memos into other applications 53 fonts 73 menus 99 102 opening 53 overview 53 private records 71 reviewing me
58. Handbook for the Palm Ilic Organizer Copyright Copyright 1998 1999 Palm Computing Inc or its subsidiaries All rights reserved Graffiti HotSync Palm Computing PalmConnect PalmModem and Palm OS are reg istered trademarks and the HotSync logo Palm Palm IH Palm IIIc and the Palm IIIc logo are trademarks of Palm Computing Inc or its subsidiaries Other product and brand names may be trademarks or registered trademarks of their respective owners Disclaimer and Limitation of Liability Palm Computing Inc and its subsidiaries assume no responsibility for any damage or loss resulting from the use of this handbook Palm Computing Inc and its subsidiaries assume no responsibility for any loss or claims by third parties which may arise through the use of this software Palm Comput ing Inc and it subsidiaries 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 End User Software License Agreement with this product be fore using the accompanying software program s Using any part of the software indi cates that you accept the terms of the 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
59. IZEL cececcccseeeseesesenseseeeseteeetecseeeeeeesesenees 24 Chapter 2 Entering Data in Your Palm Illc Organizer Using Graffiti writing to enter data cc ccc neeeceeeeeeeees 27 Writing Graffiti characters ccc ccc cseneseseeceeeeseeeeneneeees 27 Graffiti tip Ssss nen aA A Ea en E a R ERRA 29 The Gr ffitialphabet sericis oeni en a a a 30 Writing capital letters s ssssssessessessessessirrissesssesiesiertessieseeseessesees 30 Waiting rumibers isiaasreetai oean esti Ees e aa a te 31 Grathi AKEn g ETS EREA EE E S E EE EEEE E 32 Writing punctuation marks ss ssssssssesssssessissessessiesiesesstsniesiesreseese 32 Additional Graffiti punctuation s ss sssssesssessissesseesiressessresieseeses 33 Writing symbols and extended characters 33 Writing accented characters cccccessesessssseseseeseneneseseeeeeeses 34 Accent strokes soe cs es Rac cccckccdetce te E delet sito EA A Need ate taks 34 Additional non English characters c ccccsccccceseseseecseeeeeeeees 34 Navigation Strokes iss sssecaccestececeseostevesaibiee hesaslaetenstbbisoksserpitiatde 35 Graffiti SHOMCUtS Ae sed occen ears a a e A ieee ea 35 Using the onscreen keyboard cccccesesecesesssesesescseseeeseseseeneeees 36 Using your computer keyboard occ sseesesenensssseseneneneeseees 37 Importing data ssri aea degen a lares 37 Contents Page iii Chapter 3 Managing Your Applications Using the Applications Launche ccccccccc
60. Mh MapTable Criteria 7 a Ready Sum 1144 4 From the Edit menu choose Copy Page 218 Creating a Custom Expense Report 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 7 Name the table In the cell immediately to the right of the cell entitled Template Name enter the exact file name of your custom Expense Report template 8 Define the number of Sections Each row in a table defines how your organizer data will be placed in a Section of your custom Expense Report Note that the prepaid portion of a section has its own row and counts as a separate section for map table purposes even though it is not a separate section in your template Template Name SAMPLE3 XLT ROW Fixed Label Day Date Expense Type X X Table with four sections Entertainment 28 Business Meals amp 29 Mileage Log You may add or delete rows as necessary so that the total number of rows corresponds to the number of Sections in your custom Expense Report To clear all of the existing settings in a row click to select the row and press Ctrl Delete Name each row to correspond to a Section of your custom Expense Report 9 Determine the Label settings The orientation o
61. Preferences 4 Tap the Default Currency pick list 5 Tap the currency symbol you want to appear in Expense Preferences Li Use automatic fill when entering data Default Currenc DM Edit currencies 6 Tap OK Page 106 Using Your Basic Applications 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 Tap Options and then tap Custom Currencies 3 Tap one of the four Country boxes Custom Currencies Create your own custom currencies by tapping on the country name below Tap a Country box 4 Enter the name of the country and the symbol that you want to appear in Expense Currency Properties Country Symbol 5 Tap OK to close the Currency Properties dialog box 6 Tap OK Note Ifyou want to use your custom currency symbol as the default for all Expense items select the symbol in the Preferences dialog box If you want to use your custom currency symbol only for a particular Expense item select the symbol in the Receipt Details dialog box associated with that item Chapter 4 Page 107 Show Options Show Options define the sort order and other settings that relate to your Expense items To open the Show Options dialog box 1 In the Expense list tap Show 2 Select any of the options
62. Save to save your modified template and make it available for future use Note If you need to modify the Maptable xls file you must do this before you can use the modified template with your Expense data To modify the Maptable xls file for your new template see Programming the mapping table later in this appendix Read all of the sections of this appendix before making changes to the Maptable xls file Determining the layout of the Expense Report This section describes the layout considerations for the Expense Report and explains the terms used for creating the report Labels There are two kinds of labels that you need to define for your report day date and expense type Each kind of label can be either Fixed or Variable A Fixed label means that the label always appears as a header at the beginning of a row or column If a label is not Fixed it is variable For example a list table of expenses could have variable labels in the rows for day date and variable labels in the columns for expense type In this case neither day date or expense type information would be fixed as a header Instead the date and expense type information would be filled into the cells of the spreadsheet as appropriate Examples of both Fixed and Variable labels appear in the sample expense templates Appendix C Page 215 Sections A Section is an area of the report that has common formatting It is common for an Expense report to
63. To perform a soft reset m Use the reset tip tool or the tip of an unfolded paper clip or similar object without a sharp tip to gently press the reset button inside the hole on the back panel of your organizer Reset button Tip The metal and plastic stylus that comes with your organizer has a reset tip inside To use it unscrew the metal barrel from the stylus quill Appendix A Page 195 Performing a hard reset With a hard reset all records and entries stored in your organizer are erased Never perform a hard reset unless a soft reset does not solve your problem Note You can restore any data previously synchronized with your computer during the next HotSync operation To perform a hard reset 1 Hold down the power button on the front panel of the organizer 2 While holding down the power button use the reset tip tool or the tip of an unfolded paper clip 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 Whena message appears on the organizer screen warning that you are about to erase all the data stored on your organizer do one of the following Press the upper half of the scroll button on the front panel of the organizer to complete the hard reset and display the Digitizer screen Press any other button to perform a soft reset Note With a hard reset the current date and ti
64. a dial in server Service templates are a set of ISP and dial in server configuration settings that you can create save and reuse Chapter 7 Page 175 To select a service 1 Tap the Service pick list iid Network Tap here to display a list of service User Name templates Password Connection Current Phone 2 Tap the predefined service template you want to use Entering a user name The User Name setting identifies the name you use when you log into your Internet Service Provider or your dial in server Although this field can contain multiple lines of text only two lines appear onscreen To enter a user name 1 Tap the User Name field 2 Enter your user name GESSA Network Enter your user User Name name here Password Connection Phone Note Most dial in servers do not accept spaces in the user name Page 176 Setting Preferences for Your Organizer 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 m If you do not enter a password your organizer displays the word Prompt in this field and asks you to enter a password during the login procedure m If you enter a password your organizer displays the word Assigned in this field and does not prompt you to enter a password during th
65. age 117 To change your Mail setup options 1 Click the HotSync icon in the Windows system tray 2 Choose Custom Tip You can also choose Custom from the HotSync menu in Palm Desktop software 3 Select Mail in the list box 4 Click Change 5 Modify your settings as needed 6 Click OK 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 Tap the Applications icon Q 2 Tap the Mail icon Viewing e mail items The Message list displays a list of your incoming e mail items who sent them and the date they were received E mail items you ve read have a check next to them High priority e mail items appear in bold 5 Msgs 3 Unread w Inbox mary aol com Dinner Plans david palm com Meeting notes Gayle Stoltz Little brother connie wilsont Press Release michael 3com IR Beaming Previously read Page 118 Communicating Using Your Organizer To open an e mail item m Tap an e mail item to open it Header mode icons igs Message 1ofS Recipient To johndoe aol com N From mary aol com Subject Subj Dinner Plans Date 1 28 02 2 30 prm Sender Time and date sent John We are meeting at Dan an
66. an 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 Activate the Row and Column Headings option in the Sheet settings of the Page Setup command This enables you to quickly determine the size of the Section s as well as the numbers for the start rows and columns On the printed copy identify the data Sections A Section is an area of data with common row and column formatting A yellow highlighter marking pen can make it easy to see the Sections as you work with programming the mapping table Your custom Expense Report can contain any number of Sections and the same data can be repeated in any Section On the printed copy identify the type of Labels that apply to each Section Each Section can have only one kind of Fixed or Variable Label for rows Likewise each Section can have only one kind of Fixed or Variable Label for columns Place a copy of your custom Expense Report in the Template folder in the Palm Desktop software directory Change the file name so it has the file extension xlt which defines it as a Microsoft Excel template Make a note of the exact file name so it can be defined in the mapping table file Appendix C Page 217 Programming the mapping table Once
67. an write the Graffiti character for the first letter of its name The Applications Launcher scrolls to the first application with a name that begins with that letter You can also assign application icons to different categories See Categorizing applications in Chapter 3 Using menus Menus on your organizer are easy to use Once you have mastered them in one application you can use them the same way in all other applications The menus of each application are illustrated in the section on that application in Chapter 4 The Edit menu is described in Editing records in Chapter 4 Page 18 Introduction to Your Palm llic Organizer To open the menu bar 1 Open an application such as Memo Pad 2 Do one of the following Tap the Menu icon Tap on the inverted title area at the top of the screen Tap the title area Unfiled GEZKI Edit Options New Memo N Delete Memo D Bear Memo By O 88 2 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 LTap the Menu icon Choosing a menu After you open the menu bar for an application tap the menu that contains the command you want to use The menus and menu commands that are available depend on the application that is currently open Also the menus and menu commands vary depending on which part of the
68. and that the path between the two handhelds is clear of obstacles Beaming distance to other Palm Computing platform handhelds may be different Move your organizer closer to the receiving handheld Your organizer requires at least twice the amount of memory available as the data you are receiving For example if you are receiving a 30K application you must have at least 60K free Perform a soft reset See Performing a soft reset in Appendix A for more information Recharging problems Problem Solution When I place my E Palm IIIc organizer in the cradle it does g not recharge Confirm that your organizer is well seated in the cradle Confirm that your recharger cable is properly connected to the back of the cradle s serial COM port connector that plugs into your computer Confirm that your recharger is plugged into an AC outlet that has power Confirm that you are using the cradle and AC adapter that came with the device Confirm your organizer is turned off or it will not fully charge Page 210 Frequently Asked Questions 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 Then you can follo
69. and your organizer are clean Use a pencil eraser to clean them Appendix B Page 205 I tried to do a modem HotSync operation but it did not complete successfully Check the following on your computer m Make sure your computer is turned on and that it does not shut down automatically as part of an energy saving feature m Make sure the modem connected to your computer is turned on and is connected to the outgoing phone line m Make sure Modem is checked in the HotSync Manager menu m Make sure the modem you are using with your organizer has an on off switch Your organizer cannot wake up a modem that has an auto off feature m Make sure the modem is connected properly to a serial port on your computer and is connected to the incoming phone line m Confirm that the Setup String in the Setup dialog box configures your modem correctly You may need to select a different Modem Type or enter a custom Setup String Most modems have a Setup String that causes them to send initial connection sounds to a speaker You can use these sounds to check the modem connection m Confirm that the Speed setting in the Setup dialog box works for your modem m If you have problems using the As Fast As Possible option or a specific speed try using a slower speed m Make sure you are not running another program such as WinFax CompuServe or America Online that uses the serial port you selected in the Setup dialog box
70. ange the Buttons preferences 1 Tap the pick list next to the button you want to re assign Preferences w Buttons Select an application to customize each button Memo Pad Tap arrow to show pick list 2 Tap the application that you want to assign to the button Tip To restore all of the buttons to their factory settings tap Default Pen preferences The Buttons Preferences screen enables you to change the assignment of the full screen pen stroke By default the full screen pen stroke activates Graffiti Help Page 166 Setting Preferences for Your Organizer Memo 1 of 1 Unfiled Graffiti gt ollser Ae Ww Drag to top of screen To change the Pen preferences 1 Tap Pen Select a feature you can access by dragging your pen from the writing area to the top of the screen w Graffiti Help 2 Tap the pick list and select one of the following settings for the full screen pen stroke Keyboard Graffiti Help Turn Off amp Lock Beam Data Brightness 3 Tap OK Opens the onscreen keyboard for entering text characters Opens a series of screens that show the complete Graffiti character set 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 Beams the current record to another Palm Computing platform handheld Adjusts the brightness
71. anizer using the Install Tool this method is not available to Macintosh users Page 184 Setting Preferences for Your Organizer m Inthe Login Script dialog box on your organizer accessed from the Details dialog box in Network Preferences Login Script Li w Send User ID w Send CR w Wait For Password Send Password y End Tap here to see the list of available commands Note You can also use non ASCII and literal characters in your login script See Appendix D for more information Creating a login script on your organizer You can create login scripts by selecting commands from the Command pick list in the Login Script dialog Some commands such as Send require you to supply additional information Those commands have a parameter field so that you can add the necessary data To create a login script 1 Tap Script 2 Tap the End pick list Login Script i w Send CR w Wait For Host Name w Send User ID w Send CR w Wait For Password Send Password T End 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 Chapter 7 Page 185 Wait For Tells your organizer to wait for specific characters from the TCP IP server before executing the next command Wait For Detects a challenge response prompt coming Prompt from the serv
72. ap Delete 4 Tap the application that you want to remove Delete Free Memory 1913K of 1952K HardBall 19K MineHunt 10K 5 Tap Delete 6 Tap Yes 7 Tap Done Removing Palm Desktop software If you no longer want to use Palm Desktop software you can remove it from your computer To remove Palm Desktop software 1 From the Windows Start menu choose Settings and then Control Panel 2 Double click the Add Remove Programs icon 3 On the Install Uninstall tab select Palm Desktop software 4 Click Add Remove Note Youneed to install the HotSync Manager from the installation CD if you want to synchronize data with another PIM Chapter 3 Page 45 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 m Lock and turn off your organizer so that it does not operate until you enter the correct password m Mask all records that you mark as private so the information appears greyed out m Hide all records that you mark as private so they do not appear on any screen You can mask and hide private records with or without a password Without a password private records are hidden or masked until you set the Security application to show them With a password you must enter the password to view the private entries See Making records private in Chapter 4 for information on making records private
73. ars that appear in the Day View The time bars show the duration of an event and illustrate event conflicts Page 86 Using Your Basic Applications m Compress Day View Controls how times appear in the Day View When Compress Day View is off all time slots display When it is on start and end times display for each event but blank time slots toward the bottom of the screen disappear to minimize scrolling m Month View settings These check boxes apply to the Month View of the Date Book You can activate any or all of these settings to show that you have Timed Untimed or Daily Repeating events in the Month View only Preferences Start Time End Time O Alarm Preset Alarm Sound w Alert Remind Me w 3 Times Play Every w 10 minutes m 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 scroll arrows to scroll up and down m Alarm Preset Automatically sets an alarm for each new event The silent alarm for untimed events is defined by minutes days or hours before midnight of the date of the event Alarm Sound Sets the tone of the alarm Remind Me Defines how many times the alarm sounds The choices are Once Twice 3 Times 5 Times and 10 Times m Play Every Defines how often the alarm sounds The choices are Minute 5 minutes 10 minutes and 30 minutes About Date Shows version information for Date Book
74. art 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 As soon as you lift the stylus from the screen you can begin the stroke for the next character you want to write Important You must begin the character strokes in the Graffiti writing area If you do not make Graffiti strokes in the Graffiti writing area your organizer does not recognize them as text characters Graffiti tips When using Graffiti writing keep these tips in mind m Accuracy improves when you write large characters You should draw strokes that nearly fill the Graffiti writing area m To delete characters simply set the insertion point to the right of the character you want to delete and make the backspace stroke a line from right to left in the Graffiti writing area m Write at natural speed Writing too slowly can generate recognition errors Do not write ona slant Vertical strokes should be parallel to the sides of the Graffiti writing area m Press firmly Chapter 2 Page 29 The Graffiti alphabet 2E art BB OO j 4 pe gt ipp 7 oO ade de ERR eer S E a 7 i h i U v J W
75. ate a new category tap Edit Categories from the pick list Tap New enter the category name and then tap OK to add the category Tap OK 5 Tap Done To display applications by category 1 Tap the Applications icon O 2 Do one of the following Tap the Applications icon repeatedly to cycle through all your categories Tap the pick list in the upper right corner of the screen and select the category you want to display Changing the Applications Launcher display By default the Applications Launcher displays each application as an icon As an alternative you can choose to show a list of applications You can also choose to view the same category of applications each time you open the Applications Launcher Page 40 Managing Your Applications To change the Applications Launcher display 1 Tap the Applications icon Q 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 amp Address Calc DateBook Expense J4 Graffiti HotSync EJ Mail 3 Memo Pad ox Prefs Or Security M ToDo List To open the Applications Launcher to the last opened category Tap the Applications icon O Tap the Menu icon Tap Options and then tap Preferences Tap the Remember Last Category check box to select it Tap OK D g a Choosing preferences You can set options that affect an entire application in the application s Preferences dialog bo
76. ations except Expense you can change the font style to make text easier to read You can choose a different font style for each application Unfiled Unfiled Small font Bold font lexpa marketsinthe To change the font style 1 Open an application 2 Tap the Menu icon 3 4 Tap Options and then tap Font Tap the font style you want to use Select Font Tap here for bold font Tap here for large font Tap here for small font Tap OK Chapter 4 Page 73 Application specific tasks Date Book When you open Date Book the screen shows the current date and a list of times for a normal business day Scheduling an event A record in Date Book is called an event An event can be any kind of activity that you associate with a day You can enter a new event on any of the available time lines When you schedule an event its description appears on the time line and its duration is automatically set to one hour You can easily change the start time and duration for any event Note It s possible to schedule events that overlap but Date Book makes it easy to find such conflicts See Spotting event conflicts later in this chapter You can also schedule events in your Date Book that occur on a particular date but have no specific start or end times such as birthdays holidays and anniversaries These are referred to as untimed events U
77. box is checked If you don t want to save a copy tap the check box to remove the check box 4 Tap OK If you chose to save a copy of the purged records your organizer transfers them to an archive file on your desktop the next time you perform a HotSync operation Note Purging does not happen automatically You must tap the command to make it happen Exchanging and updating data HotSync operations The HotSync process automatically synchronizes that is exchanges and updates data between your organizer and Palm Desktop software Changes you make on your organizer or Palm Desktop Page 58 Using Your Basic Applications software appear in both places after a HotSync operation HotSync technology synchronizes only the needed portions of files thus reducing synchronization time You can synchronize your data either directly or indirectly Direct methods include placing your organizer in the cradle attached to your computer or using infrared communications Indirect methods include using a modem or via a network using the network HotSync technology See Chapter 6 for information about performing HotSync operations via a modem network or IR port Performing a HotSync operation for the first time The first time you synchronize your data you need to enter user information on both the organizer and Palm Desktop software After you enter this information and synchronize the HotSync Manager recognizes your organizer and
78. c server that handles the translation services Each IP address has four sections separated by periods In the Details dialog box you enter each section separately Each section of an IP address is made up of a number from 0 to 255 numbers are the only allowable characters in this field Ask your Internet Service Provider or System Administrator for the correct Primary or Secondary DNS IP numbers Tip Many systems do not require that you enter a DNS If you are not sure leave the DNS field blank To enter a primary and secondary DNS 1 Tap the Query DNS check box to deselect it 2 Tap the space to the left of the first period in the Primary DNS field and then enter the first section of the IP address Note Each section must be a number from 0 to 255 3 Repeat step 2 for the second third and last sections of the Primary DNS field 4 Repeat steps 2 and 3 for the Secondary DNS number 5 Tap OK IP address Everyone who logs on to the Internet needs to have a unique identifier an IP address whether permanent or temporary Some networks dynamically assign a temporary IP address when clients log in The IP Address field lets you identify whether your network provides automatic dynamic temporary IP addressing Note If your IP address is permanently assigned you need to get that information from your System Administrator If you are not sure select Automatic Chapter 7 Page 183 To identify dynamic IP add
79. can also save the item as a draft by canceling it When you cancel an item your organizer opens a dialog asking if you want to save the e mail item If you tap Yes your organizer saves the item in the Draft folder Chapter 5 Page 127 To save an e mail item as a draft 1 Create an e mail item 2 Tap the Menu icon 3 Tap Message and then tap Save Draft To edit an e mail item saved as a draft 1 In the Message list tap Draft from the pick list in the upper right corner 2 Tap the draft you want to display HOII 2 Messages Tap here Message 1 of 2 to select Subj Lunch meeting item ncarter aol com Lunch meeting support isp com Re Welcome A Hi Melanie Just wanted to confirm our lunch meeting for 12 30 on Thursday Tapto edit item o 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 The contents of this folder do not automatically synchronize with your desktop E Mail application during a HotSync operation Your organizer however stores a backup copy of the Filed folder on your computer hard disk To file e mail 1 Open an e mail item 2 Tap the Menu icon amp 3 Tap Message and then tap File 4 Tap No to save the e mail item and move it to the Filed folder or tap Yes to file t
80. ched to my serial port but there is no modem attached I cannot install Palm Desktop software with Windows 95 98 Solution Take your organizer out of the cradle and install Palm Desktop software again Try the following 1 Disable any virus scanning software on your computer Press CTRL ALT DELETE and end all tasks except Systray and Explorer Make sure your computer has at least 20MB disk space Delete all temporary files Run ScanDisk on your computer Reinstall Palm Desktop software Page 200 Frequently Asked Questions Operating problems Problem I don t see anything on my organizer s screen I get a warning message telling me my organizer memory is full My organizer keeps turning itself off My organizer is not making any sounds My organizer has frozen Solution Try each of these in turn m Press the brightness control button and adjust the brightness m Recharge the unit If your organizer still does not operate try a soft reset See Resetting your organizer in Appendix m Purge records from Date Book and To Do List This deletes To Do List items and past Date Book events from the memory of your organizer See Purging records in Chapter 4 You may need to perform a HotSync operation to recover the memory m Delete unused memos and records If necessary you can save these records See Deleting records in Chapter 4 m If you have insta
81. cific information in their header fields To create a special filter you must decide whether you want to ignore or retrieve certain e mail items Then based on that decision you must tell your organizer what it needs to look for in the To From and Subj fields to single out those e mail items Chapter 5 Page 133 To access the special filter settings m Tap the Filter box in the HotSync Options dialog box HotSync Options Li HotSync Options Li Settings for w Local HotSync Settings for w Local HotSync Tap her 1 todisplay Eesen All messages will be syn Filter Retrieve All High Priority chronized between the da handheld and the remote options w Ignore Messages Containing To email system A Bs From SUb sae 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 To define whether to ignore or receive e mail m Tap the pick list in the center of the HotSync Options dialog box and select one of the following settings HotSync Options Li HotSync Options i Settings for w Local HotSync al Settings for w Local HotSync CREZEN Fer amp Retrieve All High Priority amp Retrieve All High Priority Ignore Messages Containing Ignore Messages Containing Tap here TOE ss From ae From SUNN i ai SUBE Sa Select Filter option Ignore Tells your organiz
82. cords 1 Do one of the following Tap a masked record Tap the Applications icon O 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 If you have a password the Show Private Records dialog box appears Go to step 2 Tap Show Records Current Privacy v EEEE Mask Records Hide Records Show PrivateRecords i Enter your password to show private records 2 Enter your password and then tap OK To make a record private 1 Display the entry that you want to make private 2 Tap Details Chapter 4 Page 71 3 Tap the Private check box to select it 4 Tap OK Attaching notes In all basic applications except Memo Pad you can attach a note to a record 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 To attach a note to a record 1 Display the entry to which you want to add a note 2 In Address Book only Tap Edit 3 Tap Details 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 D To delete a note 1 Tap the Note icon D 2 Tap Delete 3 Tap Yes Page 72 Using Your Basic Applications Choosing fonts In all basic applic
83. d Leslie s place around 8 00 PM Don t forget to bring the birthday present for Dan See you there E mail body o To close an e mail item m 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 Mail uses the header type you select for all your e mail items To display full header information 1 Open an e mail item 2 Tap the Complete Header icon Tip To redisplay the abbreviated header tap the Abbreviated Header icon Creating e mail items You create e mail items with your organizer the same way you create e mail with your desktop E mail application you identify the recipient s of the e mail item define a subject and create the body of the e mail item You create original e mail items and replies in the New Message screen All e mail items must at the very least contain information in the To and Subj fields Chapter 5 Page 119 To create an e mail item 1 Tap New 0 Messages w Inbox New Message cc jp Subj Body Tap New Tip You can also create an e mail item by tapping New from the Message menu 2 Enter the e mail address of the recipient New Messa
84. d for infrared communication If it isn t there you need to install an infrared driver Note If you have an external infrared device attached to your computer a driver is probably included with the device Consult the documentation included with the device for information on installing the required driver To install a Windows 95 infrared driver 1 Click the HotSync Manager icon in the Windows system tray and choose Setup Click the tabs and note the COM ports being used by the HotSync Manager You need this information later 2 Go to this web site http www microsoft com windows downloads 3 Follow the links to the Windows 95 IrDA 2 0 Infrared Driver and follow the instructions to download the driver 4 Close your Internet browser if it s in the way 5 Find the file W95ir exe on your computer Before you go to the next step be sure this file is in a folder where you want to store the infrared driver 6 Double click W95ir exe A window lists the files that are unzipping onto your hard disk When the title bar displays Finished close this window 7 Double click Setup exe to begin installation This file is in the folder where you unzipped W95ir exe 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
85. doesn t ask for this information again If you are a System Administrator preparing several connected organizers for a group of users you may want to create a user profile See Creating a user profile in Chapter 6 before performing the following steps Important You must perform your first HotSync operation with a local direct connection rather than using a modem The following steps assume that you have already installed the Palm Desktop software If you have not installed this software see Installing Palm Desktop software in Chapter 1 for instructions To perform a local HotSync operation 1 Insert your organizer into the cradle Tip The bottom edge of the organizer should align smoothly with the cradle when it is inserted properly Chapter 4 Page 59 2 If the HotSync Manager is not running start it On the Windows desktop click Start and then choose Programs Navigate to the Palm Desktop software program group and choose HotSync Manager Alternatively you can start the Palm Desktop software which automatically opens the HotSync Manager 3 Press the HotSync button on the cradle Important The first time you perform a HotSync operation you must enter a user name in the New User dialog box and click OK Every organizer should have a unique name To prevent loss of a user s records never try to synchronize more than one organizer to the same
86. dress Book features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands The Record and Options menus differ depending on whether you re displaying the Address list screen or the Address view screen Record menus EEZ Edit Options Duplicate Address zT Beam Category Beam Business Card Delete Address dD Beam Address Attach Note Address list Delete Note Select Business Card Beam Business Card Address view Duplicate Address Makes a copy of the current record and displays the copy in Address Edit so you can make changes to the copied record The copy has the same category and attached notes as the original record Chapter 4 Page 91 Options menus Options Font F Preferences R Rename Custom Fields Security H About Address Book Options ME Font F Rename Custom Fields About Address Book Address view Address list Preferences Rename Custom Fields About Address Book Address Book Preferences O Remember last category List By Last Name First Name Company Last Name m Remember last category Determines how 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 These custom fields ap
87. ds to categories See Categorizing records earlier in this chapter To sort records in To Do List and Expense 1 Open the application to display the list screen 2 Tap Show 3 Tap the Sort by pick list and select an option 4 Tap OK To sort records in Address Book and Memo Pad 1 Open the application to display the list screen 2 Tap the Menu icon 3 Tap Options and then tap Preferences Address Book Address Book Preferences O Remember last category List By Last Name First Name Company Last Name Memo Pad MemoPreferences i Sortby w Alphabetic 4 Do one of the following Address Book Tap the setting you want Memo Pad Tap the Sort by pick list and select Alphabetic or Man ual 5 Tap OK To sort the Memo list manually tap and drag a memo to a new location in the list Chapter 4 Page 69 Note To make the list of your memos appear in Palm Desktop software as you manually sorted it on your organizer open Memo Pad in Palm Desktop software and click List by Then select Order on handheld Making records private In all basic applications except Expense and Mail you can make individual records private Private records remain visible and accessible however until you select the Security setting to hide or mask all private records See Security in Chapter 3 for more information Hiding or masking private records You can hide or mask all records that you mar
88. e Call Waiting Contact your local telephone company for the code that is appropriate for you 3 Tap OK Using a calling card The Use calling card field enables you to use your calling card when dialing your ISP or Intranet server Keep in mind that there is usually a delay before you enter your calling card number When you define your calling card number you need to add commas at the beginning to compensate for this delay Each comma delays transmission of your calling card number for two seconds To use a calling card 1 Tap the Use calling card check box to select it Phone Setup Li Select this box to use a Enter your calling card calling card number here 2 Enter your calling card number on the Use calling card line Note It s a good idea to add at least three commas before your calling card number to compensate for the cue delay 3 Tap OK Connecting to your service After you set your Connection and Network Preferences establishing a connection to your Internet Service Provider ISP or your company s network dial in server is easy Note If you are connecting to an ISP you need a third party application such as a web browser or news reader to take advantage of this connection For information about third party applications that support TCP IP check the web site http www palm com Page 180 Setting Preferences for Your Organizer To establish a connection m Tap Connect to dial t
89. e ccc eeeseeneeeneneeees 39 Selecting applications sss cece E S 39 Switching between applications ssssssssessssssesissississsesinsissesseese 39 Categorizing applications 0 0 eee ceeseeeeeeseneneeneneseeeseeey 39 Changing the Applications Launcher display ccceeees 40 Choosing preferentes isien eie e E 41 Installing and removing applications 00 ccc ee eens 42 Installing add on applications 0 0 eee ee neneeeeeeeseneeees 42 Installing games asin cece e Ea eaa 44 Removing applications ss ssssssssissessestsiesisstsstssieriesesssessesesstesees 45 Removing Palm Desktop software s s ss sssssesssesississesssesiereesesseese 45 DECULILY e oy nres seciaets a Wehaveae ete nsrfavian AERO E ES 46 Assigning a password ss sssssissiesessessisiesiestssesiesiesessresieneenesneese 46 Changing or deleting a password ssssssssissssssssiesississsesiesessesseese 47 Locking your organizer ssssssesiesississsesiesisesstssiesiesieseeseestereees 47 Recovering from a forgotten password ssssssssissesssesiesissesseee 48 Chapter 4 Using Your Basic Applications Overview of basic applications s sssesssssessessiesissessrsssriesesseseesess 50 Date BOOK niatan a NI AOE 50 Addr ss BOOk acs A E A teeta odd tee Bhd E Ga ager eben vs 51 TO DG E i eters ae es I N T 52 M mo Pad scisscos atcctnesrstcesucvevs oeow i tenevenieas shove AUG OR aa bee 53 Calculator iin 2s ated inde ee a a va ascetic ene aain
90. e login procedure Note If you are concerned about security select the Prompt option and do not enter a password To enter a password 1 Tap the Password field 2 Enter the password you use to log into your server D etwork Enter password here Password Enter a password Password Ha If you do not assign a password you will be asked for one when you connect Connection Current 3 Tap OK 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 To select a connection 1 Tap the Connection pick list Chapter 7 Page 177 ioe Network Tap here to display a list of available connections 2 Tap the connection you want to use Adding telephone settings When you select the Phone field your organizer opens a dialog box in which you define the telephone number you use to connect with your ISP or dial in server In addition you can also define a prefix disable Call Waiting and give special instructions for using a calling card Note The Phone Setup dialog box works correctly for AT amp T and Sprint long distance services However because MCI works differently MCI customers need to put the calling ca
91. e reese 218 Using applications other than Microsoft Excel ccceeeeees 222 Expense file details wise teiectansia an oraal 222 Appendix D Non ASCII Characters for Login Scripts WSerOr Achar EE E tts eines A STT 223 Carriage return and line feed oo eee cscs teesesescseeeeseeees 223 Literal characters nei a aaa e adaa a eded aa aanas eiia 224 Product Regulatory Information FCO SfE eE r a e e eaaa oaea 225 Canadian ICES 003 Statement ccccecccccessccecsseesseeesssseessesseeseeees 226 CE Compliance Statement cccccccsescesssesssesesescssneeesescseeseseeees 226 Battery Warning is ess ltd E a a eia 226 nd ana hohe eae a hee td R a RNE 229 Contents Page vii Page viii Handbook for the Palm Illc Organizer About This Book Welcome to the Palm IIIc 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 IIIc organizer and the applications that come with it It walks you through m Locating all the parts of your organizer m Viewing and entering data m Using your organizer with your computer m Personalizing your organizer with your own preference settings After you become familiar with the basic functionality of your organizer you can use the rest of this handbook as a reference for less common tasks for maintaining your organizer and also as a source of information if you have problems opera
92. e warranty Page 10 Introduction to Your Palm Illc Organizer An additional connection is made from the back of the cradle s serial COM port connector to the AC adapter which plugs into any AC current outlet AC adapter Recharging the battery Your organizer contains a Lithium ion battery that is recharged each time you place the organizer in the cradle Just place your organizer in the cradle for approximately four hours for an initial charge before you use it Then place it in the cradle for minutes each day to recharge the battery to full capacity A full charge will last up to two weeks with normal use When you charge the battery the battery icon on your organizer changes to a battery charging icon Battery icon 4 nae charging icon a Address Cale Expense Graffiti o O Mail Memo Pad Security ToDo List Date Book HotSync Prefs a fe QE 5 Address Cale Date Book Expense Graffiti HotSync Mail Memo Pad Prefs G Security To Do List Chapter 1 Page 11 As the battery gets low the battery icon indicates a low charge Before the battery drains completely perform a HotSync operation and then recharge the battery as soon as possible If your organizer shuts down before recharging you still have about a week to recharge the battery before you lose the data on your organizer Viewing data while in the cradle You can set a preference so that yo
93. ee cece 152 Returning to cradle HotSync operations ccc eee 152 Conducting a HotSync operation via MOdeM c eee 153 Preparing your Computer sosi esrti dh niiti ieie eakas r ieiki 153 Preparing your organizer sorscrenisiisenti carecia viari on d deniieiaies 155 Selecting the conduits for a modem HotSync operation 156 Performing a HotSync operation via a modem cceeeee 157 Conducting a HotSync operation via a network ccceee 158 Connecting to your company s dial in server ccceeeeee 158 Performing a network HotSync operation c cece eee 161 Using File LinKeisisis isaisip 161 Creating a user Profile srir rnettie nena 162 Contents Page v Chapter 7 Setting Preferences for Your Organizer Viewing Preference cee daien 165 Buttons preferences ses vive adncdinirnceieteie E E E E 166 Peri Preferences cisercecsvetetendrerstsesheeenciths coca e A a a tisssvee i Ea 166 HotSync buttons preferences occ cesses sees 168 Digitizer preference c cccccce cece i keea 168 Formats preferences i e ste ltvceseves a Re 168 Country deta ul te ssc irora E TEER A 169 Time date week start and numbers formats cc cccsceeees 169 General preferences ccccecccccesesee cc ceseseecsceesesesescseseenseeceeseseeneey 170 Auto off delay jis vii Re ne ina neath 170 Cradl S tingss sie nea ia a a 170 System alarm and game sounds ss sssssesssssississesstsssesisesresseese 171
94. een written for the Palm Computing platform Unfortunately we are not able to support such a large number of third party applications If you are having a problem with a third party application please contact the developer or publisher of that software 4 Tap Version to see version numbers and tap Size to see the amount of free memory in kilobytes Page 212 Frequently Asked Questions 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 If you are not familiar with Microsoft Excel consult your company s Information Services department or another experienced user About mapping tables Before creating or modifying an Expense template it s important to understand the function of the Palm Desktop software Expense application In simple terms the Expense application is designed to move Expense data from your organizer into a Microsoft Excel spreadsheet Each Expense item stored in your organizer represents a group of related data You can associate the following data with an expense item m Category m Payment Currency m Date m Vendor m Expense Type m City Amount m Attendees m Payment Method sm Note When you perform a HotSync operation betwee
95. eferences 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 This feature helps conserve battery power in case you forget to turn off your organizer If you find that your organizer shuts itself off before you finish reviewing the information on the screen you should increase the time setting of the automatic shutoff feature To set the Auto off delay 1 Tap the Auto off pick list 2 Tap the setting you want to use for the automatic shutoff feature 30 seconds 1 minute and 2 minutes Cradle settings You can choose to leave your organizer on when it is in the cradle during a HotSync operation or when you are recharging the battery so you can continue to view your data Note To fully recharge the battery you need to turn your organizer off To change the cradle setting m Tap the Stay on in Cradle check box to leave your organizer on when it is in the cradle Preferences General Set Time Set Date 1 fAuto off after w 2 minutes Stay on in Cradle wy System Sound w High Alarm Sound w High Game Sound w High Beam Receive w On Page 170 Setting Preferences for Your Organizer System alarm and game sounds Your organizer uses a variety of sounds The S
96. el Help Q 8 C Desktop overwrites handheld I Setas default O95 C Handheld overwrites desktop oA C Do nothing 6 Click the direction in which you want to write data or click Do Nothing to skip data transfer for an application Note Changing the HotSync setting from the default affects only the next HotSync operation Thereafter the HotSync Actions revert to their default settings To use a new setting on an ongoing basis select the Set As Default box Thereafter whatever you selected as the default setting is used when you click the Default button in the Custom dialog 7 Click OK 8 Repeat steps 4 through 7 to change conduit settings for other applications 9 Click Done to activate your settings Chapter 6 Page 147 IR HotSync operations Your organizer is equipped with an infrared IR port that supports the IrCCOMM 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 Most importantly you can use the IR port to perform HotSync operations you don t need your cradle This is especially useful if you travel with an infrared enabled laptop You simply enable infrared communication on your laptop and organi
97. emaan tyyppiin H vit k ytetty paristo valmistajan ohjeiden mukaises ti Advarsel Eksplosjonsfare ved feilaktig skifte av batteri Benytt samme batteritype eller en tils varende type anbefait av apparatfabrikanten Brukte batterier kasseres i henhold til fab rikantens instruksjoner Waarschuwing Bij dit produkt zijn batterijen geleverd Wanneer deze leeg zijn moet u ze niet weggoo ien maar inleveren als KCA Uwaga Nie kroi lub przekluwa baterii ani nie wrzuca ich do ognia Mog si rozerwa lub wybuchn wydzielaj c truj ce rodki chemiczne Zu ytych baterii nale y pozbywa sie w spos b opisany przez producenta i zgodnie z miejscowymi przepisami Nowe baterie powinny by tego samego lub analogicznego typu co baterie zalecane w instrukcji obslugi kieszonkowego komputera Philips Regeneracyjne baterie litowe moga wybuchn je eli nie s odpowiednio umieszczone w komputerze MNT ND XY NMS AIDA NX MVYNN DX MSSIYNA NID W MSN NLSN OXNAA ANT IW AN YTD NDN NX Yonns w NLA Maw DANN MYNwn MIND Yawn w Page 227 Page 228 Index A ABA Address Book archive file 37 AC adapter for recharging battery 11 Accented characters Graffiti writing 34 onscreen keyboard 36 Add on applications 42 45 Address Book If Found Call entry 89 adding custom fields 92 archive files aba 37 business card for beaming 139 categorizing records 61 conduit for synchronizing 146 creating records 55
98. en you install the new version in the same folder as the previous version all your data is preserved If you use another personal information manager PIM you still need to install Palm Desktop software in order to add HotSync Manager conduit software and other features of Palm Desktop software to your computer You perform HotSync operations in exactly the same way so you can quickly synchronize your old data with your new organizer Page 4 Introduction to Your Palm Ilic Organizer To upgrade 1 Read the Getting Started guide for an overview of the complete installation process 2 Synchronize your old organizer with your old Palm Desktop software This ensures that the latest information from your organizer is on your desktop computer 3 Optional To ensure against any data loss go to the folder that stores Palm Desktop software copy the folder and all its contents rename it for example Palm Backup and store the copy outside the Palm Desktop software folder 4 Follow the installation instructions in Installing Palm Desktop software later in this chapter Be sure to install the new software in the same folder as the old software 5 To prepare for the first HotSync operation that synchronizes your new organizer with your new Palm Desktop software go to the HotSync Manager and choose Custom Note Besure your username appears in the box at the top of the Custom dialog box If not select your username
99. er and then displays the dynamically generated challenge value You then enter the challenge value into your token card which in turn generates a response value for you to enter on your organizer This command takes two arguments separated by a vertical bar on the input line Send Transmits specific characters to the TCP IP server to which you are connecting Send CR Transmits a carriage return or LF character to the TCP IP server to which you are connecting Send User ID Transmits the User ID information entered in the User ID field of the Network Preferences screen Send Transmits the password entered in the Password Password field of the Network Preferences screen If you did not enter a password this command prompts you to enter one The Password command is usually followed by a Send CR command Delay Tells your organizer to wait a specific number of seconds before executing the next command in the login script Get IP Reads an IP address and uses it as the IP address for your organizer This command is used with SLIP connections Prompt Opens a dialog box and prompts you to enter text of some kind for example a password or a security code End Identifies the last line in the login script 4 Repeat steps 2 and 3 until the login script is complete 5 Tap OK Page 186 Setting Preferences for Your Organizer Plug in applications You can create plug in applications containing script commands that extend t
100. er to exclude the e mail Messages items that meet the criteria you define and Containing download all other e mail items during synchronization In general this filter downloads more e mail during synchronization because it blocks only one defined subset of e mail Page 134 Communicating Using Your Organizer 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 Defining filter strings E mail items are filtered based on the information contained in their To From and Subj fields The information that defines what your organizer is looking for is called a filter string You create a filter string by listing the words you want your organizer to find and separating them with either a comma or a space Each word in the filter string is joined by an implicit OR so you do not need to enter logical connectors like AND or OR To create a more complex filter you can define filter strings for the To From and Subj fields simultaneously Your organizer joins the filter strings for these fields using an implicit AND once again you do not need to add the logical connector Your organizer does that for you For example suppose you want to receive only e mail items from John Smith jsmith
101. ering To truncate e mail items 1 Tap Truncate in the HotSync Options dialog box HotSync Options Li Tap to Truncate Options Li select r i maximum gu Send only length 250 characters All messages will be syn 500 characters chronized between the 1000 characters handheld and the remote 2000 characters email system 4000 characters 6000 characters 8000 characters Settings for w Local HotSync Truncate message after Tap Truncate 2 Tap to select the truncation setting you want Tip If you select the maximum setting messages can be 8 000 characters longer messages are truncated If you select a lower value you ll have more room for e mail items 3 Tap OK Chapter 5 Page 137 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 TY Options i New N Purge Deleted E EZT Edit Options Message list Save Draft Ww Purge Deleted E MEZ Edit Options New N File PA Purge Deleted E New Message View Message Options menus The Options menu varies depending on whether you are creating or editing an e mail item Options Font F Preferences R
102. es 189 P Palm Desktop software See Desktop software Passwords 46 48 changing 47 creating 46 deleting 47 for network 177 forgotten 48 211 Pasting text 56 Payment Expense item 105 Pen stroke full screen 166 167 Personal information managers See PIM Phone Lookup 66 67 Phone numbers selecting for Address list 91 selecting types 89 Phone settings for ISP or dial in server 178 180 Index Page 235 Pick lists 16 PIM personal information manager using HotSync Manager with 45 using with organizer 14 See also Desktop software Plug in applications 187 Ports IR on handheld 148 simulated for infrared communication 150 See also Serial port Power button 6 PPP 181 PRC application file extension 43 187 Preferences 24 Buttons 166 choosing 41 Connection 175 cradle setting 170 Digitizer 168 Formats 168 General 170 HotSync buttons 168 Network 175 189 Owner 189 ShortCuts 190 Primary DNS 183 Printing expense reports from Excel 109 112 records from applications 12 Prioritizing To Do List records 93 97 Priority of delivery e mail 124 Private records displaying and creating 70 72 203 lost with forgotten password 48 See also Security Profiles 162 Punctuation marks Graffiti writing 32 onscreen keyboard 36 Purging deleted e mail 130 records 58 See also Deleting Q Quattro Pro for expense reports 222 R Range of times in Day view 87 Reading e mail on organizer 118 Receipts recording in Expense 104
103. esume using your organizer Performing a hard reset deletes all the records in your organizer however you can restore all synchronized data at the next HotSync operation See Resetting your organizer in Appendix A for more information Chapter 3 Page 47 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 Tap Lock amp Turn Off System Lockout Current Privacy w Show Records D This feature turns off your handheld and prevents others from using it without the password p Entering the password the next time you turn on your handheld will unlock it Tap Lock d and Turn off 4 Tap Off amp Lock 5 To start your organizer turn it on and then enter the password Recovering from a forgotten password If you did not activate the Off amp Lock feature and you forget your password you can delete the password from your organizer Deleting a forgotten password also deletes all entries and files marked as Private Important If you synchronize with your computer before deleting a forgotten password your organizer restores your private entries the next time you perform a HotSync operation but it does not restore the password To delete a forgotten password 1 Ta
104. ets you send data from your organizer including entire applications to any other Palm Computing platform handheld that s close by and also equipped with an IR port Managing desktop E Mail away from your desk Mail lets you manage the e mail that you send and receive through the E Mail application on your desktop computer You can read reply to compose and delete e mail on your organizer but to send or receive e mail you must perform a HotSync operation either directly or indirectly Direct methods include placing your organizer in the cradle attached to your computer or using infrared communications Indirect methods include using a modem or using network HotSync technology The key to Mail is that it truly synchronizes the mail in the Inbox of your desktop E Mail application with the mail on your organizer For example if you delete e mail items from Mail your next HotSync operation also deletes the e mail items from your desktop E Mail application so you never have to delete e mail items twice Similarly if you read an e mail item on your organizer and leave it in your Inbox your next HotSync operation marks it as read in your desktop E Mail application Chapter 5 Page 115 In Mail you can do the following m View delete file and reply to incoming mail m Create outgoing e mail items and drafts of e mail items m Create simple or complex filters which allow you to decide the type of e mail that your or
105. etting In other words the sort settings you use with Palm Desktop software are not transferred to your organizer In the Week View you cannot select overlapping events that have the same start time If you have two or more events with the same start time choose the Day View to see the overlapping events You must have fonts that include the euro symbol on your desktop computer Check these web sites for additional information http www microsoft com windows euro asp http til info apple com techinfo nsf artnum n22222 Appendix B Page 203 HotSync problems Problem I cannot doa HotSync operation what should I check to make sure Iam doing it correctly I did a HotSync operation but one of my applications did not synchronize Iam using Outlook as my PIM but I cannot do a HotSync operation I cannot launch the HotSync Manager My organizer appears to freeze when I place it near my computer Solution m Check the Windows system tray to make sure the HotSync Manager is running If it is not open Palm Desktop software m Click the HotSync Manager choose Setup and click the Local tab Check that the Serial Port setting displays the correct COM port where your cradle is attached m Make sure the cradle is connected securely m Click the HotSync Manager and choose Custom Check that the correct conduit is active m Click the HotSync Manager and choose Custom Check that the correct cond
106. f the data fields Row Column appears in the yellow section of the table SAMPLE 1 XLT ROW COLUMN Fixed Label Variable Label by Fixed Label Variable Label by DaylDate Expense Type DayDate Expense Type DayDate Expense Type DaylDate Expense Type A x Determine whether the Rows will contain expense or date information and place an x in the appropriate cell When you do this you also define whether the label is Fixed or Variable You can place only one x in the Row section columns 2 5 Determine whether the Columns will contain expense or date information and place an x in the appropriate cell When you do this you also define whether the label is Fixed or Variable You can LA place only one x in the Column section columns 6 9 Appendix C Page 219 10 Define the dimensions of the Section The dimensions of the Section appear in the green columns 10 13 it of Rows i of Columns Start Row Start Column 36 12 1 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 of Represents the total number of columns in the Columns Section excluding any header or total columns In other words this includes only the number of columns in the Section where your organizer data will be placed
107. for network 175 templates 181 187 backing up 146 managing 190 191 menu commands 19 predefined 36 using 35 Showing dates in Mail list 131 Signature for e mail 125 126 Simulated port for infrared communication 150 Soft reset 195 Sorting applications 40 e mail items 131 records 69 70 203 Sounds See Alarm and System sounds Starting applications 18 Storing e mail 128 Stylus dragging with 15 pen stroke to activate a feature 166 tapping with 15 writing with 9 27 Sunday to start week 169 Symbols for currency 106 in Graffiti writing 33 Synchronizing data See HotSync System conduit 146 requirements for Desktop software 4 sounds 171 T Tab delimited files importing data from 37 Tapping 15 202 TCP IP 175 188 TDA To Do List archive file 37 Technical Support 199 212 Templates for expense reports 111 Text Settings See Preferences copying 56 ShortCuts cutting 56 Index Page 237 entry See Entering data files importing data from 37 fonts for 73 selecting all 57 Thousands separator 169 Time alarm setting 78 bars in Date Book 86 format 169 setting current 25 setting event 74 start and end for Date Book Day view 87 Tips online 20 To Do List adding Address Book data to records 67 archive files tda 37 categorizing records 61 97 checking off items 94 completed items 96 completion date 96 conduit for synchronizing 146 creating records 55 93 deleting records 57 81 due date 95
108. forward or backward one month at a time 2 After you locate the date follow the steps for scheduling an event for the current day Page 76 Using Your Basic Applications 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 Set Time 1 2 3 4 5 6 7 8 9 Tip You can also create a new untimed event by making sure no event is selected and then writing letters in the Graffiti writing area 4 Enter a description of the event MEA iSite S gt New jul 25 02 KIBDGO GEC oe untimed Ji Otodinner 3 00 event 8 00 10 00 3 00 11 00 10 00 12 00 11 00 1 00 12 00 2 00 7 1 00 3 00 7 2 00 4 00 3 00 5 00 No time 300 o RSS R selected 5 99 5 Tap a blank area on the screen to deselect the untimed event Note Ifyou create an event and decide later that there is no particular start or end time you can easily change it to an untimed event Tap the time of the event in the Date Book screen tap No Time and then tap OK Chapter 4 Page 77 Rescheduling an event You can easily make changes to your schedule with your organizer To reschedule an event Tap the event you want to reschedule Tap Details 1 2 3 To change the time tap the Time box and select a new time 4 To change t
109. g V TCP IP troubleshooting If you are having a problem establishing a network connection using TCP IP check this section and try the suggestions listed Displaying expanded Service Connection Progress messages It s helpful to identify at what point in the login procedure the connection fails An easy way to do this is to display the expanded Service Connection Progress messages Expanded Service Connection Progress messages describe the current stage of the login procedure Press the lower half of the scroll button at any point during login to display these messages Viewing the Network Log If viewing the expanded Service Connection Progress messages does not give you enough information to find out why you cannot connect to your ISP or dial in server take a look at the Network Log The Network Log lists all of the communication that occurs between your modem and your dial in server during the login procedure The information in the Network Log can help your ISP or your System Administrator pinpoint where the login procedure communication fails and why To view the Network Log 1 Tap Options and then tap View Log 2 Tap the up and down arrows of the scroll bar to see the entire Network Log 3 Tap Done Adding a DNS number If your ISP or dial in server requires a DNS number and you did not enter that information in the Network Preferences screen it will appear that you successfully logged into your network When you try
110. ganizer retrieves from your desktop E mail application m Use your organizer to send and retrieve e mail items from your desktop E Mail application via the cradle or infrared communications Setting up Mail on the desktop Before you use Mail for the first time make sure your desktop E Mail application is up and running You must also set up Palm Desktop software for use with your desktop E Mail application Your organizer supports a number of desktop E Mail applications such as Microsoft Exchange version 4 0 or higher QUALCOMM Eudora version 3 0 3 or higher and Lotus cc Mail versions 2 5 6 0 and 7 0 You can see the full list of the supported applications when you set up Mail If your desktop E Mail application does not appear on the list you may still be able to manage your desktop E Mail application from your organizer by means of special connection software called a conduit that lets you synchronize your desktop E Mail application and your organizer Contact the vendor of your E Mail application or visit the web site http www palm com for more information Note The following instructions assume that you have already installed Palm Desktop software on your computer and that you did not set up Mail during the installation If you have not yet installed the Palm Desktop software the installation procedure prompts you to set up Mail as part of the Palm Desktop software installation To set up Mail 1 Click Start in
111. ge 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 To send a copy of this e mail item to additional recipients tap the CC field and then enter the e mail addresses of the additional recipients separating the addresses with a comma followed by a space 4 Tap the Subj field and enter a subject for your e mail item 5 Tap the Body field and enter the text of your e mail item Page 120 Communicating Using Your Organizer Tip If the address CC subject or body exceeds the capacity of the screen display tap the name of the field for example tap To to expand that field Tap the Done button to return to the New Message screen Tap the name of the field to open New Message cc Subj Body Tap to return to New Message screen To reply to an e mail item 1 Tap an e mail item in the Message list to display it onscreen 2 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 Reply Options Reply to OLO All Forward amp Include original text O Comment original text 4 Select whether you want to include original text or comment original text 5 Tap OK 6 Enter the tex
112. ge 144 Advanced HotSync Operations Serial Port Speed Identifies the port that Palm Desktop software uses to communicate with the cradle 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 IIIc components in Chapter 1 if you have trouble identifying the serial port Determines the speed at which data is transferred between your organizer and Palm Desktop software Try the As Fast As Possible rate first and adjust downward if you experience problems This setting allows Palm Desktop software and your organizer to find and use the fastest speed 5 Click the Modem tab to display the modem settings and adjust the options as needed See Conducting a HotSync operation via modem later in this chapter for more information 6 If you are attached to a network click the Network tab to display the network settings and adjust the options as needed See Conducting a HotSync operation via a network later in this chapter for more information 7 Click OK Chapter 6 Page 145 Customizing HotSync application settings For each application you can define a set of options that determines how records are handled during synchronization These options are called a conduit By default a HotSync operation synchronizes all files between the organizer and Palm Desktop software In ge
113. ge completed items to remove them from memory Show Only Due Shows only the items that are currently due Items past due or have no due date specified When this setting is active items that are not yet due do not appear in the list until their due date 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 Page 96 Using Your Basic Applications Show Due Dates Displays the due dates associated with items in the To Do List and displays an exclamation mark next to items that remain incomplete after the due date passes Show Priorities Shows the priority setting for each item Show Shows the category for each item Categories 3 Tap OK To Do List menus To Do List menus are shown here for your reference and To Do List features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Record menu Record Delete Item D Attach Note zA Delete Note O Purge WE Beam Item B Beam Categor Options menu Record Edit etre About To Do List About To Do List Shows version information for To Do List Chapter 4 Page 97 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
114. h as Microsoft Office and disable any virus scanning software Insert the Palm Desktop software CD ROM into the computer s CD ROM drive or insert the diskette labeled Setup into the diskette drive When the Palm Desktop Installer Menu appears click the Install button to begin the installation procedure Follow the onscreen instructions to complete the installation During installation you will be asked to insert your organizer into the cradle Chapter 1 Page 13 Using your organizer with another PIM If you prefer to use another personal information manager PIM such as Microsoft Outlook you still need to install Palm Desktop software in order to add HotSync Manager the connection software and other features of Palm Desktop software to your computer The connection software called a conduit lets you synchronize the data between your organizer and your PIM If the installation program detects that you have Microsoft Outlook on your computer the program lets you choose between installing Palm Desktop software or installing the conduit for Outlook so that you can use that application as your PIM For information on the availability of conduit software for the PIM you use contact the vendor of your PIM or visit the web site http www palm com Page 14 Introduction to Your Palm Illc Organizer Tapping and typing Tap with the stylus to get things done Like using a mo
115. have more than one Section For example the following sample Expense Report named Sample3 xlt contains several Sections Eile Edit View Insert Format Tools Data Window Help Employee paid i pompany paid i Section 1 mployee pai i l not prepaid Lunch amp Snack C Dinner Business meals Ce amp entertainment E Conference Postage mployee paid H prepaid Gifts Tips Suppli Company paid Incidentals Other Employee paid BUSINESS MEALS AND ENTERTAINMENT EXPENDITURES m Section 3 Because your Expense data maps to row and column areas of your final report different Sections require different definitions for the data mapping To create additional Sections with different mapping you create corresponding additional lines to the mapping table file named Maptable xls This procedure is explained later in this appendix If a section contains cells for prepaid company paid expenses you need to create an additional line in the mapping table for prepaid This will count as an additional section in the mapping table The only data that differs in the prepaid section from the non prepaid section is the row column numbers for the expense type Page 216 Creating a Custom Expense Report Analyzing your custom Expense Report If you already have a custom Excel expense report you c
116. he 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 The default setting is to synchronize all files Conduit Setup Li Select the conduits to run during Modem HotSync Address Date Book Expense R Hardball HotSync Note Applications that do not have a database such as games do not synchronize even if you select the item in the Conduit Setup dialog box 6 Tap OK Performing a HotSync operation via a modem After you prepare your computer and your organizer and select your Conduit Setup options you are ready to perform a modem HotSync operation To perform a modem HotSync operation 1 Tap the Applications icon 0 2 Tap the HotSync icon 3 Tap the Modem icon to dial the Palm Desktop modem and synchronize the applications 4 Wait for the HotSync operation to complete If you have any problems conducting a successful HotSync operation see Appendix B Chapter 6 Page 157 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
117. he Start menu instead of Palm Desktop software you must first choose your organizer user name 3 Click the expense category that you want Categories 7 amp All H C Selected Categories Print New York Cancel Click to select Categories Options Help Dates All Dates C End Date Tip You can press Ctrl click to select multiple categories To print the expenses associated with all of your Expense categories select All in the Categories group 4 If you want to define an end date for the expense report enter the date in the End Date box Note If you do not specify an end date all expense entries for the selected categories appear up to the date of the last HotSync operation 5 Do one of the following Click Print to display the expense report in the Print Preview window and then click Print in the Microsoft Excel window to print your expense report Click Create to display a Microsoft Excel spreadsheet contain ing your expense data Your data appears in Microsoft Excel spreadsheet form You can enter information make formatting changes and save and print the file in the normal manner Page 110 Using Your Basic Applications Using expense report templates Palm Desktop software includes several expense report templates When you use one of these templates you can edit your expense data in Microsoft Excel The templates have the extension xlt and are stored in the template fo
118. he current service and display the Service Connection Progress messages Tip To see expanded Service Connection Progress messages press the lower half of the Scroll button To close a connection m Tap Disconnect to terminate the connection between your organizer and your service Creating additional service templates You can create additional service templates from scratch or by duplicating existing templates and editing information After you create a new or duplicate template you can add and edit settings To add a new service template 1 Tap the Menu icon 2 Tap Service and then tap New An Untitled service template is added to the Service pick list To duplicate an existing service template 1 Tap the Service pick list 2 Tap the predefined service template you want to duplicate 3 Tap the Menu icon 4 Tap Service and then tap Duplicate A copy of the service template is added to the Service pick list 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 You use the Details dialog box to add additional information to a selected service template To select a connection type 1 Tap the service field 2 Tap Details Chapter 7 Page 181 Details Connection
119. he date tap the Date box and select a new date 5 Tap OK Setting an alarm for an event The Alarm setting enables you to set an audible alarm for events in your Date Book You can set an alarm to sound minutes hours or days before an event The default Alarm setting is 5 minutes before the time of the event but you can change this to any number of minutes hours or days When you set an alarm this icon appears to the far right of the event with the alarm When the alarm tone sounds a reminder message also appears onscreen To set an alarm for an event 1 Tap the event to which you want to assign an alarm 2 Tap Details 3 Tap the Alarm check box to select it The default setting 5 Minutes appears 4 Tap the pick list to select Minutes Hours or Days 5 Select the 5 and enter any number from 0 to 99 inclusive as the number of time units Event Details Time Date Enter number of time units here Alarm Minutes Repeat Private 0O Tap here to select unit of time 6 Tap OK Page 78 Using Your Basic Applications 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 12 55pm Reminder Wednesday 7 24 02 1 00pm 2 00pm Planning Tea
120. he e mail you deleted since the last HotSync operation Filed Contains the e mail you want to store on the organizer Draft Contains the e mail you created using the organizer but are not yet ready to send 2 Select the folder you want to display in the Message list screen Page 130 Communicating Using Your Organizer Date column The Date column is optional in the Message list By default the Date column is hidden to increase the available screen space To show the Date column 1 In the Message list tap Show ben_adams netc Package sent Show Options Li Sortby w Date Show Date Ta ae 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 To sort the Message list 1 In the Message list tap Show 2 Tap the Sort by pick list and select one of the following options Date Sorts e mail by date and displays the most recent e mail item at the top of the screen Sender Sorts e mail by the sender s user name and displays items in ascending alphabetical order based on the first word of the From field Subject Sorts e mail by the subject and displays items in ascending alphabetical order based on the first word of the Subj field 3 Tap OK Chapter 5 Page 131 HotSync options HotSync option
121. he first entry that starts with those two letters For example writing an s scrolls to Sanders and writing sm scrolls to Smith 6 Tap an address to select it 7 Tap Add Page 122 Communicating Using Your Organizer To Lookup Adams Ben ben_adams netcom com Butler Richard buttons pipeline corm Carter Melanie mearter aol co Tap to select Chu Byron chuman aol com Technical Support support palm com Tap here to Siter address in field Adding details to e mail items Before you send your e mail item you can attach additional attributes to it such as a signature or a priority level These features are dependent on the desktop E mail application you use If your application does not support the attribute you select your organizer cannot attach that attribute to the e mail item The following details are available Priority Flags an e mail item as High Normal or Low priority BCC 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 later in this chapter Confirm Requests a confirmation telling you when the Read e mail item was read Confirm Requests a confirmation telling you when the Delivery e mail item was delivered The Priority and BCC settings are valid only for the current e mail item and must be set for each item you create Chapter
122. he following A modem connected to your computer Palm Desktop software configured for use with the modem A modem connected to your organizer A configuration for the kind of modem connection Serial to Modem or IrCOMM to Modem you want to make See Connection preferences in Chapter 7 for more information Preparing your computer There are a few steps you must perform to prepare your computer for a modem HotSync operation Be sure to perform these steps before you leave your office so that your computer is ready to receive a call from your organizer To prepare your computer for a modem HotSync operation 1 Confirm that the computer modem is connected and turned on and that no communications applications such as fax or telephony software are running on a COM port Note Make sure the computer is disconnected from all online services such as America Online AOL and CompuServe This helps to avoid conflicts with the COM port 2 Start HotSync Manager if it is not already running and from the HotSync Manager menu choose Modem 3 Adjust the following options as needed Chapter 6 Page 153 General Local Modem Network Serial Port COM3 MM Speed As Fast As Possible nf Modem Setup String ATSO 1M1L0 Serial Port Speed Modem Setup String 4 Click OK Identifies the port for the modem If you are unsure of the port assignment look at the Modem Properties in the Windows Con
123. he functionality of the built in script commands A plug in application is a standard PRC application that you install on your organizer just like any other application After you install the plug in application you can use the new script commands in a login script Plug in applications have the following characteristics m Written in C language 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 OS software such as Metrowerks CodeWarrior for Palm Computing Platform For additional information on creating plug in applications send e mail to Palm Developer Support at devsupp palm com Deleting a service template There is only one way to delete a service template use the Delete command from the Service menu To delete a service template 1 Tap the Service pick list 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 See Using menus in Chapter 1 for more information about choosing menu commands Chapter 7 Page 187 Service menu E Edit Options Duplicate L Options menu 7 ViewLo
124. he item and keep a copy in the Inbox Page 128 Communicating Using Your Organizer To remove e mail from the Filed folder 1 In the Message list tap Filed from the pick list in the upper right corner 2 Tap the e mail item you want to restore 3 Tap Edit to display and modify the item Tip After you display and modify the e mail item you can send it save it as a draft or return it to the Filed folder Deleting e mail Your organizer stores deleted e mail in the Deleted folder until you perform the next HotSync operation If you delete an e mail item from 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 Ifyou 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 operation or purged the contents of the Deleted folder To remove an e mail item you received from the Deleted folder 1 Inthe Message list tap Deleted from the pick list in the upper right corner 2 Tap the e mail item you want to restore 3 Tap Undelete to move the selected item to the Inbox and mark it as read To remove an e mail item you created from the Deleted folder 1 Inthe Message list tap Deleted from the pick
125. hould not create the heavy dot it is only there to show you where to begin the stroke Chapter 2 Page 27 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 m The Graffiti writing area is divided into two parts one for writing the letters of the alphabet and one for writing numbers The small marks at the top and bottom of the Graffiti writing area indicate the two areas Write letters here Write numbers here Division marks To write Graffiti letters 1 Tap the screen where you want your text to go Note You need to tap above the Graffiti writing area and must see a blinking cursor before you write the text 2 Use the tables on the following pages to find the stroke shape for the letter you want to create For example the stroke shown below creates the letter n Note There are two different stroke shapes available for some letters For these letters choose the one that s easiest for you Lift stylus here Start stroke at heavy dot As you ll see later you use the same shape to create both the uppercase and lowercase version of a letter 3 Position the stylus in the left hand side of the Graffiti writing area Page 28 Entering Data in Your Palm Illc Organizer 4 St
126. ier hours Set Time Tap to change Tap to automatically hours fill the start and end times Tap to change minutes OK J Cancel Tap to scroll to later hours 5 Tap OK Chapter 4 Page 75 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 To schedule an event for another day 1 Select the date you want for the event by doing one of the following m Tap the day of the week that you want in the date bar at the top of the screen If necessary tap the Previous week or Next week scroll arrows to move to another week Previous Next week week Jul 24 02 KIBDG GED Tap to select a day of the current week Tip You can also use the scroll button on the front panel of your organizer to move forward or backward one day at a time m Tap Go To at the bottom of the screen to open the Go to Date dialog box Select a date by tapping a year month and day in the calendar Previous year Next year Go to Date Jon Feb War Apr Moy un 4 Tap to select a IN uo sep oct Nov Dec Mon TW T F S 23 4 5 6 Tap to select a 39 10 1 12 13 16 17 18 19 20 day 23 ED 25 26 27 Tap to select current date Tip In the Go to Date dialog box you can also use the scroll button on the front panel of the organizer to move
127. ing records 61 conduit for synchronizing 146 creating records 55 103 currency 105 106 date of item 104 defining new currency 107 deleting records 57 81 menus 112 notes for records 72 opening 54 overview 54 purging records 58 receipt details 104 reports in Excel 109 112 213 222 sorting records 69 templates for reports 111 type 105 113 vendor 105 External keyboard 24 F FCC Statement 225 Files linking to external 161 Filing e mail 128 Filters for e mail 133 137 Finding applications using Graffiti writing 18 e mail addresses 122 123 information in applications 64 68 phone numbers 66 67 using the Find application 66 Folders for e mail 130 Fonts 73 109 Formats preferences 168 Frozen organizer 201 G Games 44 171 General preferences alarm sounds 171 auto off delay 170 system sounds 171 Glossary See Graffiti ShortCuts Graffiti accented characters 34 alphabet 27 30 basic concepts 27 capital letters 31 Command stroke 20 defined 22 Giraffe game for practicing 44 how to write characters 28 menu commands 19 moving the cursor 35 numbers 31 Page 232 Index online Help 57 166 problems using 202 punctuation marks 32 ShortCuts for entering data 35 190 191 symbols 33 tips 29 writing 27 36 writing area 7 28 H Hard reset 196 Header information e mail 119 121 Help Graffiti 57 online tips 20 Hiding records 70 High Priority e mail filter 136 HotSync buttons preferences 168 condui
128. ips Many of the dialog boxes that appear on your organizer contain an online Tips icon in the upper right corner Online tips anticipate questions you have in a dialog box provide shortcuts for using the dialog box or give you other useful information Page 20 Introduction to Your Palm Illc Organizer To display an online tip 1 Tap the Tips icon O 2 After you review the tip tap Done Keyboard There are three ways to access the onscreen keyboard 1 Tap the dots in the falwlelr tlylulilolp corners of the Graffiti writing area to activate the ilolslaltlolhl ik ty numbers or letters cop 2 x c v b n m e keyboards shift space abe nti 2 The Keyboard command A vv Four ways to enter data There are four ways to enter data into your organizer m Using the onscreen keyboard m Using Graffiti writing m Entering or importing data in Palm Desktop software and then synchronizing with your organizer m Using an external keyboard Onscreen keyboard When you create or edit a record in an application such as Address Book you can open the onscreen alphabetic and numeric keyboards to enter data Tap here for Tap here for numeric alphabetic keyboard keyboard After a keyboard is open you can tap to open any of the other keyboards including the international keyboard See Using the onscreen keyboard in Chapter 2 for more information Note You cannot enter Graffiti character
129. item first however the item you create appears beneath the selected item and is given the same priority as the selected item Chapter 4 Page 93 To set the priority of a To Do List item 1 Tap the Priority number on the left side of the To Do List item Tap here Tap to select riorit ere 2 Tap the Priority number that you want to set 1 is most important Checking off a To Do List item You can check off a To Do List item to indicate that you ve completed it You can set the To Do List to record the date that you complete the To Do item and you can choose to show or hide completed items See To Do Show Options later in this chapter To check off a To Do List item m Tap the check box on the left side of the item Completed To Do item Changing To Do List item details The To Do Item Details dialog box enables you to change settings for individual items Page 94 Using Your Basic Applications To display the To Do Item Details dialog box 1 Tap the text of the item whose details you want to change 2 Tap Details To Do Item Details Priority f2 3 4 5 Category w Unfiled Due Date w No Date Private O Setting a due date You can associate a due date with any To Do List item You can also sort the items that appear in the list based on their due date To set a due date for a To Do List item 1 In the Details dialog box tap No Date to
130. k as private Masked records appear as grey placeholders in the same position they would appear if they were not masked and are marked with a lock icon Hidden records disappear completely from the screen If you define a password for your organizer you must enter it to display private records Abrams Liz 650 454 6121 Beckman Rachel 510 532 0746 Bertolli Marcus 213 422 1363 Cain Cathy 650 235 6222 Carpenter Joan 718 824 1548 Carter Melanie 212 395 6277 Chu Brian 213 343 9801 Look Up To hide all private records 1 Tap the Applications icon O 2 Tap Security 3 Tap the Current Privacy pick list and select Hide Records Hide Records Li Records marked Private in the details Tap Hide dialog will be hidden Records Current Privacy vw If a password is assigned you must enter it to show private records 4 Tap OK to confirm that you want to hide private records Page 70 Using Your Basic Applications To mask all private records 1 Tap the Applications icon Q 2 Tap Security 3 Tap the Current Privacy pick list and select Mask Records Mask Records i Current D Records marked Privacy v Tap Mask Private in the details Mask Records Records dialog will be masked E Lisi If a password is assigned you must enter it to show private records 4 Tap OK to confirm that you want to mask private records To display private re
131. las 53 aeae ea cin sic cine N E E E EEA 54 COMMONAASKS ells A T A N Ea 55 Creating rec rdSis sose e e i EAER EEEE 55 Editing records sessie asera gn e taa ar e harak 55 Deleting r cord Sennas Ae a ee e ea R Ea EEE Ea 57 Purging recordSicssn Deren a e a 58 Exchanging and updating data HotSync operations 58 Categorizing records talatos araea a alai 61 Finding t cords serssssear nae pe AAE S Ea 64 Sorting lists Of records oe eee enii e i a i 69 Making records private s ssssssssessessessestesiesesstesieseesenssnsinsresenseese 70 Attaching Notes imonni anrora ae e aaar l 72 Choosing TONES smesso Aaa ae ie E e ea Eara EAA EE ASES A 73 Application specific tasks sssssssesssssessiesessessersiesesstsseesiesessesseesens 74 Pate BOOK E N AA IEEE E EEE EEE E N 74 Address Bo kinstrud nacrte eenia aaa Savon ane A 88 ODO EA Te ENEE A ences EA O E EE 93 Memo Pad a e E N A AE EN 98 Page iv Handbook for the Palm Illc Organizer Calculator anana haan ae Cth eed a ce 101 EXPENSE oeae s dasece esa ATER KATARA EESK E EE AERA 103 Chapter 5 Communicating Using Your Organizer Managing desktop E Mail away from your desk cccee 115 Setting up Mail on the desktop o cccee eee cesses teceseseeees 116 Synchronizing Mail with your E Mail application 0 0 118 Opening the Mail application on your organizer u 118 Viewing e mail iteMS utasra iira r aR a i E 118 Creating e mail items ss sssss
132. lder in the Palm Desktop software directory on your computer To see what a template looks like before you use it open the template in Microsoft Excel For example the template Sample2 xlt looks like this Sample2 _xlit o x 99 Lunch amp Snacks 20 Dinner be 4 4 i Samplez KI m If you want to streamline or customize your expense reports you can change these templates For example you can add your company name to a template See Appendix C for information on changing templates Chapter 4 Page 111 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 Expense Report Options x me ae Department LO O O O OO O Cancel Phone No e n Ea Project LO y O Bilt O O Enter name and other information Template Select an Expense template from the list Choose ex pense Baer template p Local Currency Select a country name from the list below or type in your local currency s country United States he 3 Enter name department and other information as necessary for your expense report 4 Click the Templates menu then select an expense template Note If you want to create your own custom expense template and have it appear in the Templates menu see Appendix C for more information 5 Click OK Expense menus Expen
133. les Page 208 Frequently Asked Questions My organizer m 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 coe Hier titnaned 1 In the Windows taskbar click Start 2 Choose Settings and then choose Control Panel 3 Double click Infrared 4 Click the Options tab 5 Deselect the option Search for and provide status for devices in range 6 Click Apply and OK m Ifyouare using Windows 98 move your organizer away from the computer s infrared port I want to m Ifthe computer running Palm Desktop synchronize my software synchronizes with more than computer with more one organizer each organizer must have than one organizer a unique name Assign a user name to your organizer the first time you perform a HotSync operation m Please be aware that synchronizing more than one organizer with the same user name causes unpredictable results and potentially loss of your personal information Appendix B Page 209 Beaming problems Problem Solution Icannotbeamdatato m another Palm Computing platform handheld When someone E beams data to my organizer I get a message telling me it is out of memory Confirm that your organizer and the other Palm organizer are between ten centimeters approximately 4 and one meter approximately 39 apart
134. lication Paste Inserts the text that you cut or copied at the selected point in a record The text you paste replaces any selected text If you did not previously cut or copy text Paste does nothing Page 56 Using Your Basic Applications 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 Use this command anytime you forget a stroke for a character Deleting records To delete a record in any of the basic applications 1 Select the record you want to delete 2 Tap the Menuicon 3 Tap Record and then tap the Delete command Date Book Delete Event Address Book Delete Address To Do List Delete Item Memo Pad Delete Memo Expense Delete Item A confirmation dialog box appears If you want to save a copy of the deleted item to an archive file in Palm Desktop software be sure that the check box is checked If you don t want to save a copy tap the check box to remove the check 4 Tap OK If you choose to save a copy of the selected item your organizer transfers it to the archive file on your desktop the next time you perform a HotSync operation Other ways to delete records You can also delete records in the following ways m In the Details dialog box of the
135. lication To send e mail m After you create an e mail item tap Send Editing unsent e mail You can make changes to an e mail that has not yet been sent as long as you have not yet performed a HotSync operation When you edit an e mail item your organizer removes the item from the Outbox folder and takes you back to the New Message screen where you can edit the item and resend it save it as a draft or delete it Page 126 Communicating Using Your Organizer To retrieve an e mail item 1 In the Message list tap Outbox from the pick list in the upper right corner WOES Msas 3 Unread Inbox mary aol com Dinner Plans david palm com Meeting notes Gayle Stoltz Little brother connie wilsont Press Release michael 3cor IR Beaming Tap here to display folder 2 Tap the e mail item you want to retrieve w Outbox Tap here Message 1 of 1 ben_adams netc Package sent to select Subs Package sent I mailed the materials you requested this morning o gt Please contact me if you don t receive them by the end of the week Tap to edit ih ea 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 Note When you re creating or editing an e mail item you
136. list in the upper right corner 2 Tap the e mail item you want to restore 3 Tap Edit to display and modify the item Note After you display and modify the e mail item you can send it or save it as a draft Chapter 5 Page 129 Purging deleted e mail Because your organizer stores deleted e mail in the Deleted folder until you perform a HotSync operation deleted e mail can monopolize storage space To avoid or correct this problem purge the contents of your Deleted folder E mail that you purge is still deleted from your desktop E Mail application when you perform the next HotSync operation To purge the contents of the Deleted folder 1 Tap the Menu icon Y 2 Tap Message and then tap Purge Deleted 3 Tap Yes Note You cannot restore e mail items after you purge them Message list options Message list options enable you to manage the way the Message list displays information Folders Your organizer provides folders for categorizing your mail The Message list displays the e mail items in the folder you select To select a folder 1 Tap the pick list in the upper right corner to open the list of folders Inbox Contains the e mail from your desktop E Mail application Inbox minus any that you have excluded using filtering options See Creating special filters later in this chapter Outbox Contains the e mail you created and sent on the organizer since the last HotSync operation Deleted Contains t
137. lled additional applications on your organizer remove them to recover memory See Removing applications in Chapter 3 Your organizer is designed to turn itself off after a period of inactivity This period can be set at one two or three minutes Check the Auto off setting See General preferences in Chapter 7 Check the System Sound setting See General preferences in Chapter 7 Perform a soft reset See Resetting your organizer in Appendix A Appendix B Page 201 Tapping and writing problems Problem When I tap the buttons or screen icons my organizer activates the wrong feature When I tap the Menu icon amp nothing happens I can t get my organizer to recognize my handwriting Solution Calibrate the screen See Digitizer preferences in Chapter 7 Not all applications or screens have menus Try changing to a different application m For your organizer to recognize handwriting input with the stylus you need to use Graffiti writing See Using Graffiti writing to enter data in Chapter 2 m Make the Graffiti character strokes in the Graffiti writing area not on the display part of the screen m Write Graffiti strokes for letters in the left hand side and the strokes for numbers in the right hand side of the Graffiti writing area m Make sure that Graffiti is not shifted into extended or punctuation modes See Using Graffiti writing to enter da
138. ly be used with Palm Desktop software Use the archive file formats to share information with other people who use a Palm Computing platform handheld or to create a copy of your important Palm Desktop information To import data 1 Open Palm Desktop software 2 Click the application into which you want to import data 3 If you are importing records that contain a field with category names do the following Chapter 2 Page 37 Select All in the Category box Be sure that the same categories that appear in the imported file also exist in the application If the categories do not exist create them now otherwise the records are imported into the Unfiled category From the File menu choose Import Select the file you want to import Click Open ot GF To import data into the correct Palm Desktop fields drag fields in the left hand column so that they are opposite the corresponding imported field on the right 8 If you do not want to import a field deselect the check box for that field 9 Click OK The imported data is highlighted in the application 10 To add the imported data to your organizer perform a HotSync operation See Palm Desktop online Help for more information on importing and exporting data Page 38 Entering Data in Your Palm Illc Organizer Chapter 3 Managing Your Applications This chapter explains how to switch between applications on your Palm IIIc organizer how to change
139. m Meeting Alarm for untimed events You can set a silent alarm for an untimed event In this case the alarm triggers at the specified period of minutes hours or days before midnight beginning of the day of the untimed event No audible alarm sounds for an untimed event instead the reminder message appears onscreen For example you set an alarm for an untimed event that occurs on February 4th If the alarm is set for 5 minutes the reminder message appears at 11 55 PM on the night of February 3rd The reminder remains onscreen until you turn on your organizer and tap OK to dismiss it Scheduling repeating or continuous events The Repeat function lets you schedule events that recur at regular intervals or extend over a period of consecutive days A birthday is a good example of an event that repeats annually Another example is a weekly guitar lesson that falls on the same day of the week and the same time of day A business trip or a vacation is an example of a continuous event Chapter 4 Page 79 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 Change Repeat Li Event Details A Doy Week Month Year Time 1 Tap one of the above Date buttons to set arepeat interval Alarm Repeat Private 0O 4 Tap Day Week Month or Year to set how often event repea
140. m Tapa blank time on any day to move to that day and have the time selected for a new event m Tap any day or date that appears at the top of the Week View to move directly to that day without selecting an event m The Week View shows the time span defined by the Start Time and End Time in the Date Book Preferences settings If you have an event before or after this time span a bar appears at the top or bottom of that day s column Use the onscreen scroll arrows to scroll to the event Chapter 4 Page 83 Spotting event conflicts With the ability to define specific start and end times for any event it s possible to schedule events that overlap an event that starts before a previous event finishes An event conflict time overlap appears in the Week View as overlapping bars The Day View displays overlapping brackets to the left of the conflicting times q Week 29 gt SMT WT F S 14 15 16 17 18 19 20 Jul 19 02 KIBDGOG BC 8 00 10 0 10 00 11 0 12 0 12 00 1 0 2 00 Event ne conflicts ets 4 00 6 00 ere 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 i
141. mand buttons Icons abc 123 Check box Pick list Icons buttons Aset of commands that are specific to the application Not all applications have a menu bar Tap a button to perform a command Command buttons appear in dialog boxes and at the bottom of application screens Tap the icons to open applications O menus Calculator and to find text anywhere in your data Q 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 When a check mark appears in a check box the corresponding option is active If a check box is empty tapping it inserts a check mark If a check box is checked tapping it removes the check mark Tap the arrow to display a list of choices and then tap an item in the list to select it Page 16 Introduction to Your Palm Ilic Organizer There are three ways to access the onscreen keyboard 1 Tap the dots in the corners of the Graffiti writing area to activate the numbers or letters keyboards 2 The Keyboard command Scroll bar Next previous arrows Br Previous next arrows Conduit Setup Select the conduits to run during Modem HotSync Address Apps R calc R Date Book Expense Rf HardBall HotSync Scroll bar Drag the slider or tap the top or bottom arrow to scroll the display one line at a time To scroll to the pre
142. me are retained Formats Preferences and other settings are restored to their factory default settings To restore your data after a hard reset 1 Click the HotSync icon M in the Windows system tray bottom right corner of the taskbar Tip You can also click the HotSync command on the Palm Desktop software menu bar 2 From the HotSync Manager menu choose Custom Page 196 Maintaining Your Organizer Arthur Manzi Me Conduit Action Synchronize the files Date Book Synchronize the files Address Book Synchronize the files Change To Do List Synchronize the files Memo Pad Synchronize the files Default Expense Synchronize the files Install Enabled Help Install Service Templates Enabled System Handheld overwrites Desktop Select the appropriate user name from the list 4 Select an application in the Conduit list Click Change HotSync Action for Date Book oa Cancel Help g ks C Desktop overwrites handheld I Setas default m B C Handheld overwrites desktop m Q A C Do nothing 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 To use a new setting on an ongoing basis select the Set As Default box Thereafter whatever you selected as the default setting is used when you click the Default button in the Custom dialog 7 Click OK 8 Repeat steps 4
143. menu commands The Record and Options menus differ depending on whether you re displaying the Memo list or an individual memo Record menus Record KOST Beam Category Memo list Options menus 7 Font s F Preferences R Security H About Memo Pad Memo list CEZIJ Edit Options New Memo N Delete Mlemo D Beam Memo B Memo screen Options A Font s F Phone Lookup L About Memo Pad Memo screen Chapter 4 Page 99 Go to Top of Moves to the top first line of the memo Page Go to Bottomof 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 Pad Page 100 Using Your Basic Applications Calculator The Calculator includes several buttons to help you perform calculations B Clears the last number you entered Use this button if you make a mistake while entering a number in the middle of a calculation This button enables you to re enter the number without starting the calculation over Clears the entire calculation and enables you to begin a fresh calculation Toggles the current number between a negative and positive value If you want to enter a negative number enter the number first and then press the button Places the current number in memory Each new number you enter with the M button i
144. mos 98 sorting records 69 203 Memory amount of free 212 for beaming 210 Calculator 101 regaining 58 201 Memos See Memo Pad Menus 18 20 202 Address Book 91 Page 234 Index choosing 19 command equivalents Graffiti writing 19 command toolbar 20 Date Book 86 Edit menu 56 57 Expense 112 Mail 138 Memo Pad 99 102 menu bar 16 19 Network Preferences 187 To Do List 97 Microsoft Excel transferring Expense data to 108 112 Exchange 116 Outlook connecting to 14 204 Windows 95 98 148 Modem connections 172 HotSync operations via 153 157 206 207 setup after upgrade 5 Monday to start week 169 Month Date Book view 84 87 Moving the cursor Graffiti writing 35 MPA Memo Pad archive file 37 Network connecting 181 connection type 182 HotSync operation 158 161 idle timeout 182 login scripts 184 187 password 177 phone settings 178 preferences 175 189 primary DNS 183 secondary DNS 183 selecting connection 177 selecting service 175 TCP IP 175 user name 176 Notes attaching to records 72 Numbers decimal point and thousands separator 169 Graffiti writing 31 onscreen keyboard 16 21 36 0 1 2 3 for expense reports 222 Onscreen keyboard 21 36 57 pen stroke to open 167 Opening Address Book 51 applications 17 18 Calculator 54 Date Book 50 Expense 54 Mail 118 Memo Pad 53 To Do List 52 Organizer Lotus PIM 37 Outbox 126 130 Outlook connecting to 14 204 Overlapping events 84 Owner preferenc
145. n the Month View See Options menu later in this chapter Tips for using Month View Keep the following points in mind m Tap a day in the Month View to display that day in the Day View m Tap the scroll arrows in the upper right corner to move forward or backward a month Page 84 Using Your Basic Applications m Tap Go to to open the date selector and select a different month m Use the scroll button on the front panel of your organizer to move between months Press the upper half of the button to display the previous month the lower half to display the next month Working in Agenda View The Agenda view shows you your untimed events appointments and To Do items in one screen When you tap on an untimed event or appointment in the Agenda view the Day view appears so you can see more detailed information about the event You can tap the check box next to a To Do item to mark it as completed When you tap on a To Do item your To Do list appears Note The To Do items that appear and how you can change them depends on the settings in your To Do preferences See To Do Show Options later in this chapter for more information To display the Agenda View 1 Tap the Agenda View button i a Rd Si 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 d Tue Jul23 gt q Tue Jul23 gt 10 00 Work on project presentaion N
146. n your organizer and Palm Desktop software on your computer the Expense data is stored on your computer in a file named Expense txt When you open the Expense application in Palm Desktop software an Excel macro starts and populates an expense template with your data based on the rules specified in a spreadsheet file named Maptable xls The Maptable xls file is an editable spreadsheet that functions as a mapping table The function of the mapping table is to guide the Excel macro in extracting the Expense data The mapping table tells the Excel macro how large the spreadsheet is and provides the data cell layout of the Excel template used for the Expense Report Appendix C Page 213 Customizing existing sample templates Four sample Expense Report templates come with Palm Desktop software These templates are stored in the Template folder which is in the same folder as the Palm Desktop software application If the layout of one or more of these templates is appropriate for your reporting needs you can easily customize the templates with your company name and other information To customize a sample Expense Report template 1 Make a backup copy of the contents of the Template folder amp Template ol x File Edit View Help x J xJ Datalistxitt Samplelxt Sample2xlt amp g Sample3xit Sample4 xlt 5 object s 174KB Double click the name of the sample template you want to modify
147. nada CE 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 If this is used near a radio or television receiver in a domestic environment it may cause radio interference Install and use the equipment according to the instruction manual CORE ARUBASSEARSAERH MBS VCCI OB CESS PIABSRAMHEECT CORES RERRCRATSCH ZAWELTWETA CORBBNSVAPF LEDs YZEL T PASHSS BSBS5 SE OTCEMHVET WIR RICHES TELURMURWELTE Sb Battery Warning Do not mutilate puncture or dispose of batteries in fire The batteries can burst or ex plode releasing hazardous chemicals Discard used batteries according to the manufac turer s instructions and in accordance with your local regulations Varning Eksplosionsfara vid felaktigt batteribyte Anvand samma batterityp eller en ekvivalent typ som rekommenderas av apparattillverkaren Kassera anvant batteri enligt fabrikan tens instruktion Advarsel Lithiumbatteri Eksplosionsfare ved fejlagtig handtering Udskiftning ma kun ske med batteri af samme fabrikat og type Lev r det brugte batteri tilbage tilleverandoren Page 226 Varoitus Paristo voi r j ht jos se on virheellisesti asennettu Vaihda paristo ainoastaan valm istajan suosittel
148. nd then tap Preferences 3 Tap the Signature text field and enter the text of your signature Preferences a Confirm deleted message Signature text Add signature text here 4 Tap OK Chapter 5 Page 125 To add a signature to your e mail item 1 In the New Message screen tap Details 2 Tap the Signature check box to select it and add your signature to the e mail item Note The check box stays selected so all subsequent e mail items you create will also contain your signature until you deselect the Signature option 3 Tap OK Note The signature does not display in your e mail item only your recipient sees the signature Requesting confirmations To receive a confirmation when your e mail item is read 1 In the New Message screen tap Details 2 Tap the Confirm Read check box to select it 3 Tap OK To receive a confirmation when your e mail item is delivered 1 In the New Message screen tap Details 2 Select the Confirm Delivery check box to select it 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 E mail created on your organizer is sent out the next time you send mail from your desktop E Mail app
149. neral you should leave the settings to synchronize all files The only reason you might want to change these settings is to overwrite data on either your organizer or Palm Desktop software or to avoid synchronizing a particular type of file because you don t use it In addition to the conduits for Date Book Address Book To Do List Memo Pad and Expense Palm Desktop software includes System and Install conduits The System conduit backs up the system information stored on your organizer including Graffiti ShortCuts The Install conduit installs add on applications on your organizer To customize HotSync application settings 1 Click the HotSync icon in the Windows system tray bottom right corner of the taskbar Tip You can also click the HotSync command on the Palm Desktop software menu bar 2 From the HotSync Manager menu choose Custom Arthur Manzi hd Conduit Action Synchronize the files F y Date Book Synchronize the files Address Book Synchronize the files Change To Do List Synchronize the files Memo Pad Synchronize the files Default Expense Synchronize the files Install Enabled Help Install Service Templates Enabled System Handheld overwrites Desktop 3 Select the appropriate user name from the list 4 Select an application in the Conduit list 5 Click Change Page 146 Advanced HotSync Operations Change HotSync Action x m HotSync Action for Date Book OK oe Canc
150. ng the Preferences application You can enter personal information such as your name and address change the time and date view different date and time formats when you travel turn off sounds and configure your organizer to work with a modem or network See Chapter 7 for more information on customizing your organizer To open the Preferences screens 1 Tap the Applications icon O 2 Tap the Preferences icon 3 Tap the category pick list in the upper right corner of the screen 4 Tap the Preferences category you want to view The following procedures for setting the time and date give you an example of how to customize your organizer You make changes to the time and date in General preferences Page 24 Introduction to Your Palm Illc Organizer To set the current time 1 Tap the Set Time box Preferences General fAuto off after Stay on in Cradle wy System Sound w High Alarm Sound w High OK Cancel Game Sound w High Beam Receive w On 2 Tap the up or down arrows to change the hour 3 Tap each number of the minute and then tap the arrows to change them 4 Tap AM or PM Note Your organizer can also display time based on a 24 hour 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
151. ntimed events appear at the top of the list of times marked with a diamond You can have more than one untimed event on a particular date You can also schedule a repeating event such as a weekly meeting and continuous events such as a three day conference or a vacation To schedule an event for the current day 1 Tap the time line that corresponds to the beginning of the event jul 24 02 KIBO GEC 8 00 9 00 10 00 11 00 12 00 Tap atime line jul 24 02 KIBO GEC 2 00 3 00 4 00 st Time bar 5 00 6 00 shows Ben Data Gne uration Enter event 2 Enter a description of the event You can enter up to 255 characters Page 74 Using Your Basic Applications 3 Ifthe 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 Set Time GDO Reece een en ee re Tip You can also open the Set Time dialog to select a start time by making sure no event is selected and then writing a number on the number side of the Graffiti writing area 4 Do one of the following Tap the time columns on the right side of the Set Time dialog to set the Start Time then tap the End Time box and tap the time columns to set the End Time Tap All Day to automatically insert the start and end time of the event as defined in your Date Book preferences Start Time Tap to scroll to highlighted earl
152. 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 All your organizer applications use the Country default settings You can however customize your own preferences as described in Time date week start and numbers formats later in this chapter To set the country default 1 Tap the country name pick list eeu Formats Preset to w United States Time w HH MM am prm 10 44 am Date w M D Y 7 24 02 Jul 24 2002 Week starts w Sunday Numbers w 1 000 00 2 Tap the setting you want to use Time date week start and numbers formats The Time setting defines the format for the time of day The time format that you select appears in all applications on your organizer To select the time date week start and numbers format 1 Tap the Time pick list and select a format 2 Tap the Date pick list and select a format 3 Tap the Week starts pick list and select whether you want the first day of the week to be Sunday or Monday Note This setting controls the Day Week and Month views in Date Book and all other aspects of your organizer that display a calendar 4 Tap the Numbers pick list and select formats for the decimal point and thousands separator Chapter 7 Page 169 General pr
153. o Appointments Today 1 00 Working Lunch with Anne 2 00 Take a walk C11 Col Dovid v All 2 30 File weekly reports 1 Send flowers to M Te ia lbh a2 O 1 Write thank you note to Vickie i Ap v O 2 Pick up fresh vegetables w All O 2 Drop off library books O 1 Call David q O 4 Smog the car Ef 1 Send flowers to M O 5 Check out www palm corn O 1 Write thank you note to Vickie O 2 Pick up fresh vegetables 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 for more information on working with To Do items Chapter 4 Page 85 Date Book menus preferences and display options Date Book menus are shown here for your reference and Date Book features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Record menu Record New Event N Delete Event D Attach Note A Delete Note zO Purge Beam Event Options menu Options Font AF Preferences R Display Options Y Phone Lookup L Security H About Date Book Display Options Allows you to change Date Book s appearance and which events display Display Options Li Day View Show Time Bars ff Compress Day View Month View Show Timed Events O Show Untimed Events O Show Daily Repeating Evts m Show Time Bars Activates the time b
154. o Do items for the day Set an alarm to sound prior to the scheduled activity Create reminders for events that are based on a particular date rather than time of day Birthdays and anniversaries are easy to track with your organizer Attach notes to individual events for a description or clarification of the entry in your Date Book To open Date Book Press the Date Book application button on the front panel of your organizer Date Book opens to today s schedule Date a button Note Press the Date Book application button repeatedly to cycle through the Day Week Month and Agenda views Page 50 Using Your Basic Applications Address Book Address Book enables you to keep names addresses phone numbers and other information about your personal or business contacts In Address Book you can do the following Quickly look up or enter names addresses phone numbers and other information Enter up to five phone numters home work fax car etc or e mail addresses for each name Define which phone number appears in the Address list for each Address Book entry Attach a note to each Address Book entry in which you can enter additional information about the entry Assign Address Book entries to categories so that you can organize and view them in logical groups To open Address Book Press the Address Book application button on the front panel of your organizer Address Book opens to display the li
155. o connect with Internet Service Providers ISPs or dial in remote access servers Because the TCP IP software is a feature of the operating system you configure all parameters relating to it from the Preferences application To use TCP IP you must create a configuration in Connection Preferences and then create Network Preferences settings Note The Connection Preferences screen enables you to define several ways that your organizer can use the modem to communicate with remote devices For example you can communicate with your ISP server or with your computer if you are away on travel See Connection preferences earlier in this chapter for a complete explanation on how to create modem configurations After you configure both the Connection and Network Preferences you can establish a PPP Point to Point Protocol SLIP Serial Line Internet Protocol or CSLIP Compressed Serial Line Internet Protocol connection with your ISP or dial in server You can do this either by using menu commands from the Network Preferences screen or by using a third party application 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
156. ocating back panel components Stylus IR port Reset button IR port Reset button Serial connector Slides in and out of the slot in the back panel of the organizer To use the stylus remove it from the slot and hold it as you would a pen or pencil 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 in Chapter 6 for more information Under normal use you should not have to use the reset button See Appendix A for information about when and how to use the reset button Chapter 1 Page 9 Serial connector Connects your organizer to the cradle which in turn connects to the back of your computer and through the AC adapter to the wall current This allows you to recharge your organizer as well as update the information between your organizer and computer using HotSync technology Note The cradle must be plugged into the serial COM port at the back of your computer Your organizer requires a dedicated port It cannot share a port with an internal modem or other device If you are unsure about the exact location of the serial port on your computer refer to the user s manual supplied with the computer Important Only use the AC adapter that came with your organizer Other adapters could damage your organizer and will void th
157. of the screen Chapter 7 Page 167 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 To change the HotSync buttons preferences 1 Tap HotSync 2 Tap the pick list next to the button you want to assign HotSync Buttons Customize the HotSync Button on the cradle or optional handheld modem Tap arrow GI Ce to show crome pick list GI w HotSync Modem 3 Tap the application that you want to assign to each button The default setting for each button is the HotSync setting which means the cradle and optional modem perform their nor mal HotSync functions 4 Tap OK Digitizer preferences The Digitizer Preferences screen opens the digitizer calibration screen This is the same screen that appears when you start your organizer for the first time You can recalibrate your screen after a hard reset or if your digitizer drifts Formats preferences Use the Formats Preferences screen to set the country default and the display format of the dates times and numbers on your organizer Page 168 Setting Preferences for Your Organizer Country default The country default sets date time week start day and
158. op gt using IR to a PC Handheld Tap here Ge to start IR Ae HotSync w IR to a PC Handheld i operation Returning to cradle HotSync operations It s easy to return to using the cradle for HotSync operations To return to cradle HotSync operations 1 If needed connect the cradle to a serial COM port of your computer 2 Click the HotSync Manager icon in the Windows system tray 3 Choose Setup and then click Local 4 Select the COM port where your cradle is connected 5 Click OK Now the next time you want to perform a HotSync operation just press the HotSync button on the cradle as you always did in the past Page 152 Advanced HotSync Operations You can leave the HotSync application on your organizer set to perform IR HotSync operations and still use the cradle This is useful if you perform HotSync operations with both your desktop computer and a laptop that you travel with When you travel you don t have to carry a cradle or cable because your organizer is set to perform IR HotSync operations When you re in the office just place your organizer in the cradle and press the HotSync button 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 t
159. open the Due Date pick list To Do Item Details Priority BJ 2 3 4 5 Category w Unfiled Due Date w No Date Tap here Private O 2 Tap the date that you want to assign the item Today Assigns the current date Tomorrow Assigns tomorrow s date One week later Assigns the date exactly one week from the current date No Date Removes the due date from the item Choose date Opens the date selector where you can choose any date that you want for the item 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 Chapter 4 Page 95 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 To change the Show Options settings 1 In To Do List tap Show To Do Preferences Li Sortby w Priority Due Date Show Completed Items O Show Only Due Items O Record Completion Date O Show Due Dates Show Priorities O Show Categories 2 Select any of the following settings Show Displays your completed items in the To Do Completed List If you turn off this setting your To Do Items items disappear from the list when you complete check them Items that no longer appear on the list because you turn off this setting have not been deleted They are still in the memory of your organizer Pur
160. ories Enter anew category name 5 Tap OK You can assign any of your records to the new category Chapter 4 Page 63 To rename a category 1 2 3 4 5 Tap the category pick list in the upper right corner of the screen or list Tap Edit Categories Select the category that you want to rename and then tap Rename Edit Categories a Enter the new name for the category and then tap OK Edit Categories Enter anew category name 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 Finding records Your organizer offers several ways to find information quickly All applications Find locates any text that you specify always starting with the current application Date Book To Do List Memo Pad Phone Lookup displays the Address list screen and lets you add the information that appears in this list to a record Address Book The Look Up line lets you enter the first letters of a name to scroll immediately to that name Expense Lookup displays the names in your Address Book that have data in the Company field You can add these names to a list of attendees associated with an Expense record Page 64 Using Your Basic Applications Looking up Address Book records
161. osoft Word when you synchronize using Palm Desktop software and HotSync technology m Assign memos to categories so that you can organize and view them in logical groups m Write down phone numbers and other types of information Later you can copy and paste this information to other applications To open Memo Pad m Press the Memo Pad application button on the front panel of your organizer Memo Pad opens to display the last Memo Pad screen that you viewed BA BA Q oono Memo Pad button Note Press the Memo Pad application button repeatedly to cycle through the categories in which you have memos Calculator ga Calculator enables you to perform addition subtraction multiplication and division In Calculator you can do the following m Perform basic calculations m Store and retrieve values m Display the last series of calculations which is useful for confirming a series of chain calculations Chapter 4 Page 53 To open Calculator m Tap the Calculator icon next to the Graffiti writing area P 8 Expense Expense lets you keep track of your expenses and then transfer the information to a spreadsheet on your computer In Expense you can do the following m Record dates types of expenses amount spent payment method and other details associated with any money that you spend m Assign expense items to categories so that you can organize and view them in logical groups
162. ou can also display the current time To cycle through Day Week Month and Agenda views m Press the Date Book application button repeatedly to display the next view m Tap on the appropriate view icon in the lower left corner of Date Book Working in Week View Week View shows the calendar of your events for an entire week This view lets you quickly review your appointments and available time slots In addition the graphical display helps you spot overlaps and conflicts in your schedule To display the Week View 1 Tap the Week View button 1 ean SOA L Week View 2 Tap the navigation controls to move forward or backward a week at a time or tap on a column to display details of an event Note The Week View also shows untimed events and events that are before and after the range of times shown Previous Next week week q Week 30 gt SMT WTF 21 22 23 24 25 26 27 Tap for that day 8 00 10 00 SEEN ee Bees eed 12 00 2 00 Bar indicates earlier event aii aa a aa a E Dot indicates untimed event 6 00 Bar indicates later event Page 82 Using Your Basic Applications 3 Tap an event to show a description of the event Tue 7 23 02 1 00 pr 2 00 pr I Working Lunch with Anne Event details Tap to show event details Tips for using Week View Keep the following points in mind m To reschedule an event tap and drag the event to a different time or day
163. p Lost Password 2 Tap Yes Page 48 Managing Your Applications Chapter 4 Using Your Basic Applications Your Palm IIIc organizer includes these basic applications Date Book Address Book To Do List Memo Pad Calculator Expense This chapter is divided into three sections m Overview of basic applications briefly describes each application and explains how to open it m Common tasks gives instructions on how to do tasks that you can do in most or all of the basic applications It s easy to transfer what you learn in one application to the others because the structure and behavior of all the applications are quite similar m Application specific tasks is organized by application and gives instructions on how to do tasks that are specific to each application Chapter 4 Page 49 Overview of basic applications Date Book Date Book lets you quickly and easily schedule appointments or any kind of activity associated with a time and date In Date Book you can do the following Enter a description of your appointment and assign it to a specific time and date Display a chart of your appointments for an entire week The Week View makes it easy to spot available times and any potential scheduling overlaps or conflicts Display a monthly calendar to quickly spot days where you have morning lunch or afternoon appointments Display an agenda showing appointments untimed events and your T
164. pear at the end of the Address Edit screen Rename them to identify the kind of information you enter in them The names you give the custom fields appear in all entries Rename Custom Fields Create your own field names by editing the text on the lines below Custom 1 Shows version information for Address Book Page 92 Using Your Basic Applications To Do List A To Do List item is a reminder of some task that you have to complete A record in To Do List is called an item To create a To Do List item 1 Press the To Do List application button on the front of your organizer to display the To Do List 2 Tap New 3 Enter the text of the To Do List item The text can be longer than one line t 4 Tap anywhere onscreen to deselect the To Do List item Tip If no To Do List item is currently selected writing in the Graffiti writing area automatically creates a new item Setting priority The priority setting for items lets you arrange the tasks in your To Do List according to their importance or urgency The default setting for the To Do List is to arrange items by priority and due date with priority 1 items at the top If you have a number of items in your list changing an item s priority setting may move its position in the list 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
165. pense data and lists the countries that correspond to that currency Trip Shows the number of expenses by category and lists the expenses for each category Expenses Shows the total number of expenses and lists them chronologically Page 222 Creating a Custom Expense Report Appendix D Non ASCIl 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 If you send char and the ASCII value of char is between and _ then the character is automatically translated to a single byte value between 0 and 31 For example M is converted to a carriage return If char is a value between a and z then the character sequence is translated to a single byte value between 1 and 26 If char is any other value then the character sequence is not subject to any special processing For example the string Joe M transmits Joe followed by a carriage return Carriage return and line feed You may include carriage return and line feed commands as part of the login script when entered in the following format lt cr gt Sends or receives a carriage return lt lf gt Sends or receives a line feed For example the string waitfor Joe lt cr gt lt lf gt
166. r organizer Outbox are sent to your desktop E Mail application from there they are sent to their destinations Page 132 Communicating Using Your Organizer 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 See Creating special filters later in this chapter Unread During synchronization only unread e mail items download to your organizer from your desktop E Mail Inbox and all items in your organizer Outbox are sent to your desktop E Mail application The All setting does not mean that all information included in each e mail item downloads to your organizer Truncation settings explained in a following section for long e mail items still apply Also Mail never downloads any attachments to your organizer The e mail item and any text information appear but the attachment is left in your desktop E Mail application 5 If you selected All Send only or Unread tap OK If you selected Filter continue to the next section Creating special filters You can create special filters to control the type of e mail items that download to your organizer during synchronization Special filters work on the premise of ignoring or retrieving items that contain spe
167. r the incoming information create a new category or leave the information unfiled Page 140 Communicating Using Your Organizer Do you want to accept Accessories into Address Category w Unfiled 4 Tap Yes Tips on beaming information m Youcan press the Address Book application button for about two seconds to beam your business card m You can set the full screen pen stroke to beam the current entry See Pen preferences in Chapter 7 for more information m Youcan use the Graffiti Command stroke B to beam the current entry Chapter 5 Page 141 Page 142 Communicating Using Your Organizer Chapter 6 Advanced HotSync Operations HotSync technology enables you to synchronize data between one or more Palm Computing platform handhelds and Palm Desktop software or another PIM such as Microsoft Outlook To synchronize data you must connect your Palm IIIc organizer and Palm Desktop software You can synchronize your data either directly or indirectly Direct methods include placing your organizer in the cradle attached to your computer or using infrared communications Indirect methods include using a modem or using network HotSync technology This chapter describes how to select HotSync options and perform a HotSync operation via infrared communications a modem or a network See Exchanging and updating data HotSync operations in Chapter 4 for information about performing your fir
168. racters 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 mie OAL For example the following diagram shows the strokes required to draw an accented e Accent strokes x x a a a Using these accent strokes you can write the following accented letters A A A A se ee ew a iifid d y Additional non English characters You can write the following characters without any special punctuation or shifting ae Cle Note You must write these non English characters in the left side of the Graffiti writing area Page 34 Entering Data in Your Palm Illc Organizer 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 Pi Graffiti ShortCuts Graffiti ShortCuts make entering commonly used words or phrases quick and easy ShortCuts are similar to the Glossary or Autotext features of some word processors Graffiti writing comes with several predefined ShortCuts and you can also create yo
169. rate it stores your data safely for about a week In this case there is enough residual energy in the battery to store the data but not enough to turn on your organizer If your organizer does not turn on when you press the power button you should recharge the unit immediately m If your battery drains and you have the unit in an uncharged state for an extended period of time you can lose all of the stored data m There are no serviceable parts inside your organizer so do not attempt to open the unit m If you ever dispose of your organizer please dispose of it without damaging the environment Take your organizer to your nearest environmental recycling center m The battery is designed to provide years of service under normal use To prolong the battery s useful life charge it frequently even when it is not fully discharged Page 194 Maintaining Your Organizer Resetting your organizer Under normal circumstances you will not have to use the reset button On rare occasions however your organizer may no longer respond to buttons or the screen In this case you need to perform a reset to get your organizer running again Performing a soft reset A soft reset tells your organizer to stop what it s doing and start over again All records and entries stored in your organizer are retained with a soft reset After a soft reset the Welcome screen appears followed by the General Preferences screen to set time and date
170. rd number in the Phone field and the phone number in the Use calling card field To enter your server phone number 1 Tap the Phone field 2 Enter the phone number for your ISP or dial in server Phone Setup 8 Enter your ISP phone number here O Dial prefix a O Disable call waiting 1170 O Use calling card 3 If you need to enter a prefix or disable Call Waiting skip to those procedures Otherwise tap OK Page 178 Setting Preferences for Your Organizer Entering a prefix A prefix is a number that you dial before the telephone number to access an outside line For example many offices require that you dial 9 to dial a number outside the building To enter a prefix 1 Tap the Dial Prefix check box to select it Phone Setup i Select this box if you Enter your need to use prefix here a prefix 2 Enter the prefix 3 Tap OK Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected If your telephone has Call Waiting you need to disable this feature before logging into your ISP or dial in server To disable Call Waiting 1 Tap the Disable call waiting check box to select it Phone Setup a Select this s ss a aiiai Enter your disable disable Call code here Waiting 2 Enter the code to disable Call Waiting on the Disable call waiting line Chapter 7 Page 179 Note Each telephone company assigns a code to disabl
171. rePaid NO YES NO Appendix C Page 221 16 Repeat steps 9 through 15 for each Section that you have defined for your custom Expense Report 17 Map Expense Report Options dialog magenta section The Expense Report Options dialog has five fields where you can fill in data for the header on your expense report Use this section to specify the row and column on your template where this information will be mapped Employee Name Ee HeaderIRow Header1Col_ Header2Row Header2Col 2 5 2 g Because header data is not related to any particular Section you have to fill in only one row If the item does not appear on your template leave these cells blank Using applications other than Microsoft Excel You can use applications other than Microsoft Excel such as Lotus 1 2 3 or Quattro Pro to open and manipulate the Expense data on your computer The data file is named Expense txt and is stored in the Expense folder within the folder containing the organizer user data Expense data in the Expense txt file is in tab delimited format 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 statement Currency Shows how many currencies were used for the Ex
172. ressing m Tap the IP Address check box to select it Details Connection type w PPP Idle timeout w Power Off Query DNS W IP Address 4 Automatic Tap to select automatic IP address To enter a permanent IP address 1 Tap the IP Address check box to deselect it and display a permanent IP address field below the check box 2 Tap the space to the left of the first period then enter the first section of the IP address Note Fach section must be a number from 0 to 255 3 Tap and enter the remaining sections of the IP address 4 Tap OK Login scripts A login script is a series of commands that automates logging in to a network server for example your corporate network or your Internet Service Provider ISP A login script is associated with a specific service template created in Network Preferences A login script is something that you are likely to receive from your IS System Administrator if your company has a system in which you log 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 You can create login scripts in two ways m Ina text editor on your desktop computer in which you create a file with the extension PNC which you then install on your org
173. ring for your OrgaNiZe ccc ccc es cesesesesceteeescsesenenesees 193 Battery considerations eee cece ee ceee sees cece ceseseeeneteeeeseeenenees 195 Resetting your organizet siera piit aranna Taia a EEEN RE 195 Performing a soft reset sssssssesisssissesssetessissessentieresseneereenessns 195 Performing a hard reset ss sssssssessissesseeriesissessessinsesstsneereesessn 196 Page vi Handbook for the Palm Ilic Organizer Appendix B Frequently Asked Questions Software installation problem cece cece ceeeeene te eeeees 200 Op rating Problems sis eenn E a 201 Tapping and writing problems sssssssssssessesseesisesseseesieseesesssese 202 Application problems matsina ce eotia Vitai ians 203 HotSynepr blemisssnes anrai e a aaa ra 204 Beaming p blems icre tipni e 210 Recharging problems s ssssssssessssssssisessessessissessessinsiesesntsneeseeseeses 210 Password problems issaraen rla 211 Technical s pp tt sosna oaeee Eai E aA 212 Appendix C Creating a Custom Expense Report About mapping tables s ssssssssesssssississessessessinstssessinninsisnrsnsesieseeses 213 Customizing existing sample templates ss ssssssssississeeseeseresseese 214 Determining the layout of the Expense Repott cccceee 215 TAG S EENE AEE AE IATA ES 215 SeCtiONS iaren e a E a e a a eda acta R 216 Analyzing your custom Expense Report ccc seen e eee 217 Programming the mapping table cece cec
174. s added to the total already stored in memory The number that you add can be either a calculated value or any number you enter by pressing the number buttons Pressing this button has no effect on the current calculation or series of calculations it merely places the value into memory until it is recalled 9 66 Recalls the stored value from memory and inserts it in the current calculation Clears any value that is stored in the Calculator memory 0 6 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 Tap the Menu icon 2 Tap Options and then tap Recent Calculations Chapter 4 Page 101 Recent Calculations 86 666667 86 666667 10 833333 3 After you finish reviewing the calculations tap OK Calculator menus Calculator menus are shown here for your reference and Calculator features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Options menus 0 Options Recent Calculations _ I About Calculator About Shows version information for Calculator Calculator Page 102 Using Your Basic Applications Expense Expense enables you to record the date expense type and the amount that you spent A record in Expense is called an
175. s enable you to manage your e mail more effectively by selecting which e mail items download when you synchronize your computer and your organizer You can define different settings for local and remote synchronization For example you may want to download all of your e mail during local synchronization and only urgent e mail during remote synchronization 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 Y 2 Tap Options and then tap HotSync Options 3 Tap the Settings for pick list and select Local HotSync or Remote HotSync HotSync Options Li HotSync Options Li Tap here Settings for w Local HotSync to display Settings for LES HotSync a Send ony 7 Send only Filter Unread options All messages will be syn chronized between the chronized between the handheld and the remote handheld and the remote email system email system All messages will be syn Note For more information about Local and Remote HotSync operations see Chapter 6 4 Tap the filtering option you want to apply All During synchronization all e mail items in your desktop E Mail Inbox synchronize with your organizer and all e mail items in your organizer Outbox are sent to your desktop E Mail application Send Only During synchronization only the e mail items in you
176. s while using the onscreen keyboard Chapter 1 Page 21 Alpha Tab falwleTrTt yTuTifolel Lielai ieh k E Caps lock cap 2 x c v b n m 4 Carriage return mhie space Caps shift Tap here to display alphabetic keyboard International oppgHgtnu0kA lee elel Dili oly 1 Backspace e l l lel T li lilolo shift space le Tap here to display Tap here to display numeric keyboard international 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 Write letters here Write numbers here Division marks The Palm Desktop software CD ROM includes Giraffe a game you can use to practice Graffiti writing See Installing and removing applications in Chapter 3 for installation instructions The Memo Pad application is ideal for practicing Graffiti writing This section explains how to open Memo Pad and use it to practice Graffiti writing Page 22 Introduction to Your Palm Illc Organizer 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 New Untiled 1 11 22 Meeting Minutes memo cursor Tap t O O Q Wri
177. se item To change the date of an Expense item 1 Tap the Expense item you want to change 2 Tap the date of the selected item 4 14 Lunch z 4714 Hotel Jan Feb mar E 4 14 Car Rental ul Aug Sep 3 4 5 M TW T FS 1 2 ra 8 9 10 11 12 GED iS i6 17 18 19 21 22 23 24 25 26 28 29 30 3 Tap the new date Entering receipt details Expense provides a variety of options that you can associate with an item These options appear in the Receipt Details dialog box To open the Receipt Details dialog box 1 Tap the Expense item to which you want to assign details 2 Tap Details Receipt Details Category w Unfiled Type w Lunch Payment w Unfiled Currency v Vendor City Attendees OE Coal Caer ee g Page 104 Using Your Basic Applications 3 Select any of the following options Category Type Payment Currency Vendor and City See Categorizing records earlier in this chapter Opens a pick list of expense types 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 paid cell of your printed expense report spreadsheet See Transferring your data to Microsoft Excel later in this chapter for more information Enables you to choose the type of currency used to pay the Expense item The defaul
178. se menus are shown here for your reference and Expense features that are not explained elsewhere in this book are described here See Using menus in Chapter 1 for information about choosing menu commands Record menu CEZIJ Edit Options Delete Item D Purge fE Page 112 Using Your Basic Applications Options menu Record Edit ncurses Preferences R Custom Currencies About Expense Preferences Preferences Li Use automatic fill when entering data Default Currency w m Use automatic fill Lets you select an expense type by writing the first letter of an expense type in the Graffiti writing area For example if you write the letter T it enters the Taxi expense type Writing T and then E enters Telephone which is the first expense type beginning with the letters TE About Expense Shows version information for Expense Chapter 4 Page 113 Page 114 Using Your Basic Applications Chapter 5 Communicating Using Your Organizer The previous chapter described the features of your Palm Me organizer that help you stay organized This chapter describes the features that help you stay connected m Managing desktop E Mail Using your organizer you can read reply to compose and delete e mail from your desktop E Mail application while you re away from your desk m IR beaming The infrared port located at the top of your organizer l
179. sssessssssessissessesserissessenesnteneeniesessrese 119 Looking up an address ssssssssssssssessesssisresstssesseesinsessesesstesieseesee 122 Adding details to e mail items s ssssnnssssssessssssiesisssserriesesseseseree 123 Storing e mail to be sent later snssssssssssssssessissesissesssesiereesesseee 126 Editing unsent e mail c ccc cece ceeseeeeeeceeseseeeeseseseneees 126 Draftiesmiail sentaa Sie ites se ecb aah Bardo e ees 127 Piling r al tinct n e a E Sacsectey leases ERE cctveoes 128 Deleting e mail innsean i A E as tid 129 Removing e mail from the Deleted folder eee 129 Purging deleted e mail occ eee cc cseseenseseseneseseesesees 130 Message list Options cccc ese cence csc iei a a EEE 130 HotSync Options Nisses i ers ie eE E A dase dys 132 Creating special filters snsssesesssssessessessesseetiesesiesesneesieseesessnese 133 Truncating e mail iteMs eretica iien ce tens esesesesesesesesens 137 Mail Menus srusen aban et ecto ar e Neola neon a actin 138 Beaming information csesesesessssesesesensesececesenenenecesens 139 Chapter 6 Advanced HotSync Operations Selecting HotSync setup Options eeneneeseeneeereeneees 143 Customizing HotSync application settings c cece 146 TR HotSync op ralonSs sinansa iry aiana eotia aitia 148 Preparing your computer for infrared communication 148 Configuring HotSync Manager for infrared communication 151 Performing an IR HotSync operation e
180. st and subsequent local HotSync operations Selecting HotSync setup options You can choose when you want HotSync Manager to run If necessary you can adjust the local and modem HotSync settings as well To set the HotSync options 1 Click the HotSync Manager icon in the Windows system tray 2 Choose Setup General Local Modem Network HotSync Manager C Available only when the Palm Desktop is running C Manual you start the HotSync Manager yourself corce e 3 Click the General tab and select one of the following options Chapter 6 Page 143 Always available Available only Adds HotSync Manager to the Startup folder and constantly monitors the communication port for synchronization requests from your organizer With this option the HotSync Manager synchronizes data even when Palm Desktop software is not running Starts HotSync Manager and monitors when Palm requests automatically when you open Palm Desktop software Desktop software is running Manual Monitors requests only when you select HotSync Manager from the Start menu Tip If you re not sure which option to use keep the default setting Always available 4 Click the Local tab to display the settings for the connection between your computer and the organizer cradle and adjust the following options as needed General Local Modem Network Serial Port z Speed As Fast As Possible Help Pa
181. st of all your records Ot JQ S Address Book button Note Press the Address Book application button repeatedly to cycle through the categories in which you have records Chapter 4 Page 51 To Do List To Do List is a convenient place to create reminders and D prioritize the things that you have to do In To Do List you can do the following m Makea quick and convenient list of things to do m Assign a priority level to each task m Assign a due date for any or all of your To Do List items m Assign To Do List items to categories so that you can organize and view them in logical groups Sort your To Do List items either by due date priority level or category m Attach notes to individual To Do List items for a description or clarification of the task To open To Do List m Press the To Do List application button on the front panel of your organizer To Do List opens to display the category of items you last viewed OOOO To Do List button Note Press the To Do List application button repeatedly to cycle through the categories in which you have items Page 52 Using Your Basic Applications Memo Pad Memo Pad provides a place to take notes that are not associated with records in Date Book Address Book or To Do List In Memo Pad you can do the following m Take notes or write any kind of message on your organizer m Drag and drop memos into popular computer applications like Micr
182. t Drag to highlight the text and then write the Phone Lookup Command stroke L Your organizer replaces the selected text and adds the name and its associated information Chapter 4 Page 67 Looking up names to add to expense records In Expense Lookup displays the names in your Address Book that have data in the Company field You can add these names to a list of attendees associated with an Expense record To add names to an Expense record 1 Tap the Expense record to which you want to add names 2 Tap Details Receipt Details Category w Unfiled Type w Lunch Payment w Unfiled Currency v Vendor City Attendees OR areal Ga Te 3 Tap Who Attendees Receipt Details Category w Unfiled Type w Lunch Payment w MasterCard Currency v Vendor City Attendees OE Cel Geet ee g EI 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 Repeat steps 4 and 5 to add more names 7 Tap Done 8 Tap OK Page 68 Using Your Basic Applications Sorting lists of records You can sort lists of records in various ways depending on the application Sorting is available in applications that have list screens Address Book To Do List Memo Pad and Expense Note You can also assign recor
183. t System Mac OS Contained in Mac OS 8 5 or higher For more information visit the following web site http til info apple com techinfo nsf artnum n22222 Windows 95 Download free font upgrades from the Web For more information visit the following web site http w w w microsoft com windows euro asp Windows 98 Includes all the necessary fonts and drivers Windows NT 4 0 Download free font upgrades from the Web For more information visit the following web site http w w w microsoft com windows euro asp Printing the euro Even with operating system support problems may arise while printing documents that contain the euro When a font is present on both the printer and the computer the printer font is used by default to increase printing speed If the printer font does not include the euro a box prints instead of the euro symbol You can work around this problem by sending a bitmap image of the euro to the printer or by not using the printer s built in fonts if allowed Creating or printing an expense report Palm Desktop software makes it quick and easy to view and print your Expense data in a Microsoft Excel spreadsheet To create or print an expense report 1 Perform a HotSync operation to transfer your latest Expense data to your computer Chapter 4 Page 109 2 Click Expense in Palm Desktop software to open Microsoft Excel and the Expense Report configuration dialog box Note If you launch Expense from t
184. t currency unit is defined in the Preferences dialog box You can also display up to four other common types of currency See Customizing the Currency pick list later in this chapter for more information Lets you record the name of the vendor usually a company associated with the expense and the city where the expense was incurred For example a business lunch might be at Rosie s Cafe Vendor in San Francisco City Attendees See Looking up names to add to expense records earlier in this chapter 4 Tap OK Chapter 4 Page 105 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 Receipt Details Select Currencies Category w Untiled Select the currencies that Type Lunch y display in currency list Payment Unfiled Currency 1 w United States Currency Currency 2 w EU Euro Vendor Currency 3 w United Kingdom city p Tap Edit Currency 4 w Germany Attendees Edit currencies currencies Currency 5 w None 2 Tap each Currency pick list and select the country whose currency you want to display on that line 3 Tap OK to close the Select Currencies dialog box 4 Tap OK To change your default currency 1 Open Expense 2 Tap the Menu icon 3 Tap Options and then tap
185. t and export data so you can easily transfer data from other desktop applications into any of your main applications See Importing data in Chapter 2 for more information m Print your Date Book Address Book To Do List and Memo Pad information on any printer Page 12 Introduction to Your Palm Illc Organizer Installing Palm Desktop software The following instructions guide you through installing Palm Desktop software After installation refer to the online Help in Palm Desktop software for information about how to use the software To ensure a safe and uninterrupted installation of Palm Desktop software please do the following before installing Turn off your computer and connect the cradle to it If you are installing from diskettes rather than the CD ROM included in the box make sure the original Palm Desktop software diskettes are write protected and then make backup copies of them When you finish use the copies to install the software and store the original diskettes in a safe place Refer to your computer s manual or operating system documentation if you need information about locking or copying diskettes Do not simply copy the Palm Desktop software files to your computer s hard disk You must use the installer to place the files in their proper locations and to decompress the files To install Palm Desktop software 1 Exit any open programs including those that run automatically at startup suc
186. t of your reply Tip You have several options including setting the priority See Adding details to e mail items later in this chapter 7 Tap Send to place your reply in the Outbox Chapter 5 Page 121 Looking up an address To identify the recipient of an e mail item you need to enter that person s e mail address You can do this either by entering the data directly into the field or by using the Look Up command to access the information in your Address Book To look up an e mail address 1 Tap either the To or CC field name to expand it 2 Enter the first few letters of the last name of the person whose address you want to find 3 Tap Lookup 4 Ifthe letters you enter identify a unique listing from your Address Book your organizer completes the address for you If not the Lookup dialog box appears and lists all records that contain information in an E mail field Tip You can also open the Look Up dialog box in the New Message screen by tapping Lookup from the Options menu or by using the Graffiti Command stroke L To Lookup Adams Ben ben_adams netcom com Butler Richard buttons pipeline com Carter Melanie mearter aol com Chu Byron churnan aol corm Technical Support support palm com Look UP 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 t
187. ta in Chapter 2 m See Graffiti tips in Chapter 2 for tips on increasing your accuracy when you write Graffiti characters Page 202 Frequently Asked Questions Application problems Problem I tapped the Today button but it does not show the correct date I know I entered some records but they do not appear in the application Iam having problems listing memos the way I want to see them I created an event in Date Book but it doesn t appear in the Week View I entered the euro symbol but after a HotSync operation it doesn t appear in my Palm Desktop software Solution Your organizer is not set to the current date Make sure the Set Date box in the General Preferences screen displays the current date See General preferences in Chapter 7 for more information m Check the Categories pick list upper right corner Choose All to display all of the records for the application m Check Security and confirm that Private Records is set to Show private records m In To Do List tap Show and see if Show Only Due Items is selected m Ifyou cannot manually arrange the order of the memos in the list screen check the Memo Preferences setting Make sure that Sort by is set to Manual m Ifyou choose to view your memos alphabetically on Palm Desktop software and then perform a HotSync operation the memos on your organizer still appear in the order defined in the Memo Preferences s
188. te in Graffiti area See Using Graffiti writing to enter data in Chapter 2 for details Using Palm Desktop software If you have new records you want to add to your organizer and prefer to use the computer keyboard rather than Graffiti writing or the onscreen keyboard enter the data in Palm Desktop software or the PIM you have installed to use with your organizer After the information is in Palm Desktop software perform a HotSync operation to synchronize your organizer with your computer See Exchanging and updating data HotSync operations in Chapter 4 for more information Chapter 1 Page 23 Importing data If you already have data in a database on your computer you can import it into Palm Desktop software You can import data stored in computer applications such as spreadsheets and databases or from another Palm Computing platform handheld When you import data you transfer the records to your organizer without having to enter them manually See Importing data in Chapter 2 for more information External keyboard You can connect an optional keyboard accessory to the serial connector on your organizer so you can type data directly into your organizer External keyboards are very helpful when you need to enter large amounts of data quickly and accurately while you are away from your computer Customizing your organizer You can customize your organizer by usi
189. ter Melanie 212 395 6277 W Carter Melanie 212 395 6277 W Chu Byron 213 343 9801 Chu Byron 213 343 9801 Conner Sandy 301 933 6833 W Conner Sandy 301 933 6833 W Be rs LOOK Us LOOK UP nn 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 Tip Pressing an application button on the front panel of the organizer toggles through all the categories of that application Page 62 Using Your Basic Applications To define a new category 1 Tap the category pick list in the upper right corner of the screen or list Abrams Liz Adams Ben Beckman Rachel Bertolli Marcus Bruce Jeremy Butler Richard Cain Cathy Carpenter Joan Carter Melanie Chu Byron Conner Sandy Tap here 650 454 6121 408 772 1900 510 532 0746 213 422 1363 408 459 1279 516 626 1424 650 235 6222 718 824 1548 212 395 6277 213 343 9801 301 933 6833 Abrams Liz Adams Ben Beckman Rachel Bertolli Marcus Bruce Jeremy Butler Richard Cain Cathy Carpenter Joan Carter Melanie Chu Byron Conner Sandy 516 626 1424 650 235 6222 718 824 1548 212 395 6277 213 343 9801 301 933 6833 LOOK Up sss 2 Tap Edit Categories 3 Tap New Edit Categories 4 Enter the name of the new category and then tap OK Edit Categ
190. ting it About This Book Page 1 Page 2 About This Book Chapter 1 Introduction to Your Palm Ilic Organizer This chapter explains the physical buttons and controls on your Palm IIIc connected organizer how to use your organizer for the first time and how to use HotSync technology to synchronize your organizer and Palm Desktop organizer software Getting to know your Palm Illic organizer What is a Palm Ilic organizer With your Palm IIIc organizer you will no longer have trouble getting to meetings and appointments on time remembering people s names and personal details or tracking all the items on your To Do list Your organizer can help you improve your track record in all these areas both at work and at home You can enter all your scheduled events in Date Book and set an alarm to remind you of important meetings You can view scheduled events by the day week or month and you also have an agenda view for displaying current events and To Do items at the same time Keep all your contact names addresses phone numbers and other details in Address Book so you can find them as soon as you need them Add your tasks to To Do List prioritize them so you don t overlook them and assign them a due date To make sure you don t lose any of this important information you can synchronize your data with Palm Desktop software on your computer so you always have a backup copy You can set different levels of
191. to navigate to that folder before you complete step 5 2 Double click the Palm Desktop icon on your desktop Page 42 Managing Your Applications h Palm Desktop gt x File Edit View Tools HotSync Help BS Aee a a e P User Anhur Manzi Wednesday July 24 2002 4 2002 oly M Date ry Feb Mar Apr Ma Jun Jul Auq Sep Oct Nov Dec 8 00a 4 Address 9 00 4 targ 10 00 4 Z 11 00 4 12 00p 4 a 2 00 4 Install 3 00 4 4 00 4 Today Edit New Ready 7 29 98 3 Click Install Tip You can also access the Install Tool dialog by selecting Install Tool from the Palm Desktop program group or by double clicking any file with a PRC PDB or PNC file extension L Install Tool x User Arthur Manzi File s listed below will be installed on your handheld the next time you perform a HotSync operation Tips Q Find other applications to install on your handheld at x http www palm com The Add button looks first in the ADD ON folder inside your C DESKTOP folder This folder is a convenient place to store downloaded handheld files Chapter 3 Page 43 4 In the User drop down list select the name that corresponds to your organizer 5 Click Add Open 2 x Look in I Add on z a 3 Giraffe prc Hardball pre Minehunt pre Puzzle pre Subhunt pre rir zl Cancel 6 Select the application s that yo
192. tor buttons explained 101 memory 101 opening 54 overview 53 recent calculations 53 101 Calibration 15 168 202 Call Waiting disabling 156 179 Calling card using in phone settings 156 180 Capital letters Graffiti writing 31 Caring for the organizer 193 Categories application 39 40 assigning records to 61 62 beaming 139 140 creating 63 default 61 displaying 62 92 203 folders for e mail 130 merging 64 renaming 64 using in Applications Launcher 40 cc Mail 116 Chain calculations 101 Characters Graffiti 27 Check boxes 16 Clearing Calculator entries 101 COM port 149 150 See also Serial port Combining categories 64 Comma delimited files importing data from 37 Command buttons 16 equivalents Graffiti writing 19 toolbar 20 Compressing Day view 87 Computer keyboard entering data with 23 Conduits for connecting to PIMs 14 for modem HotSync operations 156 for synchronizing applications 204 146 147 197 Confirming e mail 126 Conflicting events 84 Connecting service templates 181 to server or ISP 180 Connection preferences 175 selecting for network 177 Continuous events deleting from Date Book 57 scheduling 79 Copying text 56 Country default setting 169 Cradle connecting to computer 10 for local HotSync operations 59 152 viewing data from 170 Creating Address Book entries 88 89 categories 39 40 63 currency symbols 107 custom fields in Address Book 92 Date Book events 74 e mail 119 121 Expense items
193. trol Panel Determines the speed at which data is transferred Try the As Fast As Possible rate first and adjust downward if you experience problems This setting allows Palm Desktop software and your organizer to find and use the fastest speed Identifies the modem type or manufacturer Refer to your modem manual or face plate for its type or settings If you re not sure of your modem type or your modem doesn t match any that appear in the list select Hayes Basic Identifies the setup string for your particular modem Not all modems require a setup string Refer to your modem manual and enter the setup string if recommended by the manufacturer Page 154 Advanced HotSync Operations 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 O 2 Tap the HotSync icon 3 Tap Modem Welcome Modem o w Palm Modem US Canada E 4 Tap the pick list below the icon and select a modem configuration Tap here Welcome Modem o A Palm Modem US Canada Select a modem configuration Note If you need to create a configuration tap the Menu icon and then select Options and Connection Setup See Connection preferences in Chapter 7 for more information 5 Tap the Enter phone field Chapter 6 Page 155
194. ts For a continuous event tap Day 5 Enter a number that corresponds to how often you want the event to repeat on the Every line For example if you select Month and enter the number 2 the event repeats every other month 6 To specify an end date for the repeating or continuous event tap the End on pick list and tap Choose Date Use the date picker to select an end date 7 Tap OK After you schedule a repeating or continuous event this icon H appears to the far right of the event Changing repeating or continuous events When you make changes to a repeating or continuous event such as deleting or adding notes or changing the time of an event you can decide which of the events you want to change all events in the series just the current event or the current and future events To delete repeating events 1 Select the record you want to delete 2 Tap the Menu icon Page 80 Using Your Basic Applications 3 4 J Tap Record and then tap Delete Event Do one of the following Repeating Event Apply the changes to the Current record this amp all Future records All occurrences Cancel 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 Tap OK Considerations for repeating or continuo
195. ts for synchronizing applications 146 147 197 customizing 146 defined 58 first time operation 59 60 162 163 for managing desktop E Mail 117 118 HotSync Manager 59 IR operation 148 153 linking to external files 161 local operation 60 144 205 Manager 149 151 modem operation 145 153 157 206 207 modem settings 154 network operation 158 161 operations using cradle 152 172 operations using IR port 151 152 173 174 options for filtering e mail 132 137 problems with 204 209 problems with IR 207 setting options 143 145 for synchronizing data 12 using with another PIM 45 Icons alarm 78 application 16 40 note 72 online Tips 20 onscreen 202 repeating event 80 Idle timeout of ISP or server connection 182 Ignoring e mail See Filters for e mail Importing data 24 37 38 Inbox 130 Infrared connections 172 HotSync operations 151 152 173 174 installing Windows 95 driver 149 port 9 148 150 problems with IR HotSync operations 207 requirements for computer 148 Installing applications 42 44 conduit to install applications 146 Desktop software 13 200 Mail See Mail desktop configuration International characters Graffiti writing 34 onscreen keyboard 36 IP address 181 183 IR port See also Beaming and Infrared IR See Infrared IrCOMM 148 172 IrDA Infrared Data Association 148 Items See To Do List or Expense Index Page 233 K Keyboard computer 37 onscreen 16 36 167 L Letters font style 73
196. type x PPP Idle timeout w Power Off Select connection type Query DNS amp IP Address Automatic 3 Tap the Connection type pick list and select one of the following connection types PPP Point to Point protocol SLIP Serial Line Internet Protocol CSLIP Compressed Serial Line Internet Protocol Note If you are not sure try PPP if that doesn t work ask your Internet Service Provider or your System Administrator for the correct connection type Idle timeout The Idle timeout setting defines how long your organizer waits before dropping the connection with your ISP or dial in server when you switch out of a TCP IP application To set the Idle timeout 1 Tap the Idle timeout pick list and select one of the following options 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 Page 182 Setting Preferences for Your Organizer Power Off Keeps your PPP or SLIP connection until you turn off your organizer or until it times out This option works best with the modem 2 Tap OK Defining primary and secondary DNS The Domain Naming System DNS is a mechanism in the Internet for translating the names of host computers into IP addresses When you enter a DNS number or IP address you are identifying a specifi
197. u can continue to view data while your organizer is in the cradle and while the battery is being recharged See General preferences in Chapter 7 for more information Note Turn your organizer off to fully recharge the battery Palm Desktop organizer software Palm Desktop software extends many of the functions of your organizer to your computer and serves to back up your data Viewing and editing your data using Palm Desktop software is optional However when you use it with your organizer and the built in HotSync technology you can fully synchronize the information on your organizer with the information on your computer It is a good idea to back up your data in case something happens to the data on your organizer Changes you make on your organizer or Palm Desktop software appear in both places after you synchronize With Palm Desktop software you can do the following m Work with your organizer applications on your computer Palm Desktop software duplicates the Date Book Address Book To Do List and Memo Pad applications on your organizer so you can view enter and modify any data stored on your organizer m Back up the data stored on your organizer with HotSync technology and synchronize the data on your Palm Desktop software Synchronization is a one step procedure that ensures your data is always safe and up to date See Exchanging and updating data HotSync operations in Chapter 4 for more information m Impor
198. u do not have to use the Graffiti capital stroke to capitalize the first letter of the name Page 88 Using Your Basic Applications 4 Use the Next Field Graffiti stroke to move to the First Name field Tip Next Field i 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 your Address Book As you enter more letters a closer match appears For example you may already have Sacramento and San Francisco in your Address Book As you enter S Sacramento appears and as you continue entering a and n San Francisco replaces Sacramento As soon as the word you want appears tap in the next field to accept the word 7 Tap the scroll arrows to move to the next page of information 8 After you finish entering information tap Done Address Edit Unfiled Tap Done Tip To create an entry that always appears at the top of the Address list begin the Last name or Company field with a symbol as in If Found Call This entry can contain contact information in case you lose your organizer Selecting types of phone numbers You can select the types of phone numbers or e mail addresses that you associate with an Address Book
199. u icon 6 3 Tap Record and then tap one of the following The Beam command for an individual record In Address Book only Beam Business Card Beam Category 4 When the Beam Status dialog box appears point the IR port directly at the IR port of the receiving organizer Chapter 5 Page 139 Tip For best results Palm IIIc 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 KES MRE 5 Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your organizer To beam an application 1 Open the Applications Launcher 2 Tap the Menu icon 3 Tap App and then tap Beam 4 Tap the application you want to transfer Note Some applications are copy protected and cannot be beamed These are listed with a lock icon next to them 5 Tap Beam 6 When the Beam Status dialog box appears point the IR port directly at the IR port of the receiving organizer 7 Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your organizer To receive beamed information 1 Turn on your organizer 2 Point the IR port directly at the IR port of the transmitting organizer to open the Beam dialog box 3 Select a category fo
200. u want to install on your organizer 7 Click Open Files of type R alm Applications prc Note Review the list of applications you selected in the Install Tool dialog box If you do not want to install an application select it and then click Remove This does not remove the application from your computer it simply removes it from the list of applications to install 8 Perform a HotSync operation to install the application s you selected in step 6 See Exchanging and updating data HotSync operations in Chapter 4 for details 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 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 Page 44 Managing Your Applications Removing applications In the event that you run out of memory or decide that you no longer need an application you installed you can remove applications from your organizer You can remove only add on applications patches and extensions that you install you cannot remove the applications that reside in the ROM portion of your organizer To remove an add on application 1 Tap the Applications icon O 2 Tap the Menu icon 3 Tap App and then t
201. uit is active m Check that the correct conduit is installed Reinstall the HotSync Manager and make sure the correct conduit is selected m Make sure you are not running another program such as America Online CompuServe or WinFax that uses the serial port you selected in the Setup dialog box m Backup the Palm Desktop software uninstall it then reinstall it Move your organizer away from the computer s infrared port Page 204 Frequently Asked Questions I tried to do a local Try each of these in turn HotSync operation E but it did not complete successfully Make sure HotSync Manager is running If HotSync Manager is running exit and restart it Make sure you selected Local from the HotSync Manager menu or the Palm Desktop software menu Check the cable connection between the cradle and the serial port on your computer Make sure you selected the correct serial port on the Local tab in the Setup dialog It should be set to the port where you connected the cradle Try a lower baud rate setting on the Local tab in the Setup dialog Make sure you are not running another program such as America Online CompuServe or WinFax that uses the serial port you selected in the Setup dialog box Read the HotSync Log for the user account for which you are performing a HotSync operation Make sure your organizer is seated in the cradle correctly Make sure the gold plated connectors on the cradle
202. ur own Each ShortCut can represent up to 45 characters For example you might create a ShortCut for your name or for the header of a memo See ShortCuts preferences in Chapter 7 to learn about creating your own ShortCuts 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 A ShortCut Chapter 2 Page 35 Your organizer includes the following predefined Graffiti ShortCuts Entry ShortCut Date stamp ds Time stamp ts Date time stamp dts Meeting me Breakfast br Lunch lu Dinner di Using the onscreen keyboard You can open the onscreen keyboard anytime you need to enter text or numbers on your organizer Note that you cannot enter Graffiti characters while using the onscreen keyboard To use the onscreen keyboard 1 Open any application such as Memo Pad 2 Tap any record or tap New 3 Tap abc to open the alphabetic keyboard or tap 123 to open the numeric keyboard 0a E Tap here for alpha Tap here for numeric keyboard keyboard 4 Tap the characters to enter text and numbers Note The onscreen keyboard also includes a dialog box for international characters You can switch among the three dialogs at any time to enter the exact text you need 5 After you finish tap Done to close the
203. us events Keep the following points in mind If you change the start date of a repeating event your organizer calculates the number of days you moved the event Your organizer then automatically changes the end date to maintain the duration of the repeating event If you change the repeat interval e g daily to weekly of a repeating event past occurrences prior to the day on which you change the setting are not changed and your organizer creates a new repeating event If you change the date of an occurrence of a repeating event e g from January 14th to January 15th and apply the change to all occurrences the new date becomes the start date of the repeating event Your organizer adjusts the end date to maintain the duration of the event If you apply the change to current and future occurrences past occurrences are not changed If you change other repeat settings e g time alarm private of a repeating event and apply the change to all occurrences your organizer creates a new event The start date of this new event is the day on which the setting is changed Past occurrences prior to the day of the change are not changed If you apply a change to a single occurrence of a repeating event e g time that occurrence no longer shows the Repeat icon Chapter 4 Page 81 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 Y
204. use to click elements on a computer screen using the stylus to tap elements on your organizer screen is the basic action that gets things done on your organizer The first time you start your organizer setup instructions appear on the screen These instructions include a calibration screen or digitizer Calibration aligns the internal circuitry of your organizer with its touch sensitive screen so that when you tap an element on the screen the organizer can detect exactly which task you want to perform 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 m Open applications Choose menu commands Initiate a global Find operation Select options in dialog boxes Open the onscreen keyboards Just as you can drag the mouse to select text or move objects on your computer you can also drag the stylus to select text You can also use the stylus to drag the slider of any scroll bar Chapter 1 Page 15 Elements of the organizer interface New Memo Beam Memo Ola Delete Memo Record Menu Pick list A N bar od B Details Connection type w PPP Idle timeout w Power Off Query DNS Check box IP Address Automatic a Q Command Menu bar Com
205. use with your organizer See http www palm com You can also create custom configurations There are four possible kinds of connections Serial to PC A local HotSync connection the direct serial connection between your organizer and your desktop computer Your organizer is connected by its serial port to the cradle and the cradle is attached by its cable to a serial COM port of your desktop computer Serial to Modem A connection between a modem attached to the serial port of your organizer and a modem that is part of your computer or laptop IrCOMM to PC A connection between the IR port of your organizer and the infrared device of your computer or laptop IrCOMM to Modem A connection between the IR port of your organizer and a modem The modem can be attached to a computer or some other device containing an IR port Page 172 Setting Preferences for Your Organizer 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 amodem attached to a cell phone which then dials a modem attached to your desktop computer to synchronize with your Desktop application For this example you use the IrCOMM to Modem connection To create an IrcOMM to Modem connection
206. vious page tap the scroll bar just above the slider To scroll to the next page tap the scroll bar just below the slider You can also scroll to the previous and next pages by pressing the upper and lower portions of the scroll button on the front panel of the organizer Tap the up and down arrows to display the previous and next page of information tap the left and right arrows to display the previous and next record Opening applications You can use the Applications Launcher to open any application installed on your organizer You can also open the four main applications Date Book Address Book To Do List and Memo Pad with the application buttons on the front panel of your organizer Applications Launcher Date Memo Book 0n Pad Address To Do Book List Chapter 1 Page 17 Tip When you press an application button on the front panel you have instant access to the selected application You don t even need to turn on your organizer first In addition to providing a way for you to open applications the Applications Launcher displays the current time battery level and application category To open an application 1 Tap the Applications icon Q Security To Do List 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 Tip To find an application quickly you c
207. w these steps to restore your private entries 1 Use the Palm Desktop software and the cradle or infrared communica tion to synchronize your data 2 Tap Forgotten Password in Security to remove the password and delete all private records 3 Perform a HotSync operation to syn chronize your data and restore the private records by transferring them from your computer to your organizer Iforgotthe password m If you assign a password and lock your and my organizer is organizer you must perform a hard locked reset to continue using your organizer See Performing a hard reset in Appendix A for more information Appendix B Page 211 Technical support If after reviewing the sources listed at the beginning of this appendix you cannot solve your problem contact your regional technical support office by e mail phone or fax Before requesting support please experiment a bit to reproduce and isolate the problem When you do contact support please be ready to provide the following information m The name and version of the operating system you are using m The actual error message or state you are experiencing m The steps you take to reproduce the problem m The version of organizer software you are using and available memory To find version and memory information 1 Tap the Applications icon Q 2 Tap the Menu icon 3 Tap App and then tap Info Note Thousands of third party add on applications have b
208. x To change preferences for an application 1 Open an application 2 Tap the Menu icon 3 Tap Options and then tap Preferences Note Not all applications have a Preferences command 4 Make changes to the settings 5 Tap OK Chapter 3 Page 41 Installing and removing applications This section explains how to install and remove applications on your organizer and how to remove Palm Desktop software from your computer Installing add on applications Your organizer comes with the Date Book Address Book To Do List Memo Pad Expense Calculator and Mail applications installed and ready to use You can also install additional applications on your organizer such as games and other software The Install Tool makes it easy to install software on your organizer during a HotSync operation There are a variety of third party applications available for your organizer To learn more about these applications go to the web site http www palm com Note Any game or application that you install on your organizer resides in RAM memory you can delete them at any time To install add on software on your organizer 1 On your computer copy or download the application you want to install into the add on folder in your Palm Desktop directory on your computer Note If the software you download is compressed you need to decompress it into this folder If you prefer to place the application into another folder you need
209. 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 Palm Desktop software application Make a backup copy of this file before you make your modifications 2 Mapping a new template Scroll to where you find the name of the original template that you chose for your modifications The name of the template will appear in column B of the Maptable xls file next to the cell highlighted in green that reads Template Name If you did not modify an existing template move to any table in the Maptable xls file 3 Select all the rows associated with the template name To select the rows click and drag on the row numbers left side so they appear highlighted amp File Edit View Insert Format Tools Data Window Help 1 2 3 4 5 5 Template Name SAMPLE1 XLT 6 ROW 7 Fixed Label Variable Label by 8 Day Date Expense Type Day Date Expense Type All rows 9 Section1 X related 10 to template Template Name E Uli are RO selected EEE PE 19 20 21 22 Template Name SAMPLE3 XLT 23 ROW 24 Fixed Label Variable Label by 25 Day Date Expense Type Day Date Expense Type 26 Main PREPAID x 27 Main X n lt gt
210. ystem Alarm and Game Sound settings enable you to turn the sounds on or off and to adjust the volume level To set the system and alarm sounds 1 Tap the System Sound pick list and select the sound level Note When you turn off the System Sounds you also turn off the chime tones associated with the HotSync operation 2 Tap the Alarm Sound pick list and select the sound level 3 Tap the Game Sound pick list and select the sound level Note The Game Sound setting works only with games that are programmed to respond to this setting Older games typically do not respond to this setting Beam Receive You can choose to turn off the Beam Receive feature This prohibits anyone from beaming information to your organizer It also results in a slight saving of battery power To change the Beam Receive setting m Tap the Beam Receive pick list and select On or Off Chapter 7 Page 171 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 For example amodem connection appears on the list If you have this modem you only need to specify the phone setup and network connection if required to complete the configuration Note You can purchase a modem for
211. ystem alarm and game sounds Formats Set the country default and the formats for dates times calendar and numbers Connection Configure serial modem and infrared communication settings Owner Assign your name phone number and other owner information to your organizer Buttons Assign different applications to the buttons on the front panel of your organizer and the HotSync button on the cradle and reassign the full screen pen stroke command ShortCuts Define a list of Graffiti abbreviations Digitizer Calibrate the screen on your organizer Network Configure your organizer for use with a network Viewing preferences To open the Preferences screens 1 Tap the Applications icon Q 2 Tap the Preferences icon 3 Tap the pick list in the upper right corner of the screen 4 Select the Preferences screen you want to view Chapter 7 Page 165 Buttons preferences The Buttons Preferences screen enables you to associate different applications with the buttons on the front of the organizer For example if you find that you seldom use To Do List and often use Expense you can assign the To Do List button to start Expense Any changes you make in the Buttons Preferences screen become effective immediately you do not have to change to a different screen or application If you assign a different application to a button you can still access the original application using the Applications Launcher To ch
212. zer and follow the steps in Performing an IR HotSync operation later in this section Preparing your computer for infrared communication Before you can perform a HotSync operation using the IR port the computer with which you want to synchronize must fulfill these requirements m Your computer must support the IrCOMM implementation of the IrDA standards m Your computer must have an enabled infrared port that s built into the computer or an enabled infrared device attached to the computer Desktop computers are likely to require an infrared device attached to a physical COM port Laptops are likely to have a built in IR port so no external device is necessary Your computer must also have an installed infrared driver 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 To check if your Windows 95 computer supports infrared communication 1 In the Windows taskbar click Start 2 Choose Settings and then choose Control Panel Page 148 Advanced HotSync Operations 3 In the Control Panel look for the Infrared icon If the icon is there your computer is enable
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