Handbook for
Palm™ Zire™ Handheld
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Contents
About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Step 1: Charge your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Step 2: Set up your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Step 3: Connect the HotSync cable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Congratulations! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Zire handheld components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Locating front panel controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Locating back panel components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Locating top components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Using the protective flip cover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Using your handheld with a PIM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Elements of the handheld interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Displaying online tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Tapping and typing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Entering data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Onscreen keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Graffiti writing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Using Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Importing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Customizing your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Using the onscreen keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Using Graffiti writing to enter data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Writing Graffiti characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Graffiti tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
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The Graffiti® alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
Writing capital letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Writing numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Graffiti numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Writing punctuation marks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
Additional Graffiti punctuation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Writing accented characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Accent strokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Additional non-English characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Navigation strokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Graffiti ShortCuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Using Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Beaming data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Using your computer keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Importing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Importing data from a Mac . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Opening applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Switching between applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Categorizing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Using menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Choosing application preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Common tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Creating records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Editing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Deleting records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Purging records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Categorizing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46
Finding information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Sorting lists of records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Attaching notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Choosing fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Reviewing Reminders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Hiding or masking private records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
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Installing and removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Installing add-on applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57
Removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Chapter 5: Using Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Creating an Address Book entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Selecting types of phone numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Changing address entry details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Address Book menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Record menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Chapter 6: Using Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Performing Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Recent Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Calculator menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Chapter 7: Using Clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Viewing the time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Setting an alarm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Clock menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Chapter 8: Using Date Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Scheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Rescheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Setting an alarm for an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Setting an alarm for an untimed event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Scheduling repeating or continuous events . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Changing the Date Book view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Working in Week View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Working in Month View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Working in Agenda View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Spotting event conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
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Chapter 9: Using Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Adding expense items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92
Entering receipt details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Customizing the Currency pick list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Defining a custom currency symbol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
Printing the euro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Expense menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Chapter 10: Using Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Creating memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Reviewing memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Memo Pad menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Record menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Chapter 11: Using Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Creating a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Reviewing notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Clearing a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Setting an alarm for a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Note Pad menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Record menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Chapter 12: Using Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Assigning a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Changing or deleting a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Locking your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Recovering from a forgotten password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113
Making records private . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
Hiding or masking private records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114
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Chapter 13: Using To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Creating list items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
Setting priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Checking off a To Do List item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Changing To Do List item details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Setting a due date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
To Do Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
To Do List menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Selecting HotSync setup options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Customizing HotSync application settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Performing cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
IR HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Remote HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Preparing your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Preparing your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137
Returning to cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Using File Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Creating a user profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Buttons preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Pen preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Connection preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Date and Time preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Digitizer preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Formats preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Country default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
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General preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Auto-off delay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
On while charging settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
System, alarm, and game sounds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Beam Receive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Selecting a service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Entering a username . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Entering a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Selecting a connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Adding telephone settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Connecting to your service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155
Login scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Deleting a service template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161
TCP/IP troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
Owner preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
ShortCuts preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Creating a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Editing a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Deleting a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Caring for your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Battery considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Resetting your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Performing a soft reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Performing a hard reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Software installation problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
Operating problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Tapping and writing problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Application problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
HotSync problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Beaming problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
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Contents
Password problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182
Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Use of ^char . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Carriage return and line feed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Literal characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
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Contents
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About This Book
Welcome to the Palm™ Zire™ handheld. This handbook is designed to help you
get up and running quickly on your handheld. It describes all you need to know
about how to use your handheld and the applications that come with it.
It walks you through:
■ Identifying your handheld’s features
■ Viewing and entering data
■ Using your handheld with your computer
■ Personalizing your handheld with your own preference settings
After you become familiar with the basic functionality of your handheld, you can
use the rest of this handbook as a reference for less common tasks, for maintaining
your handheld, and also as a source of information if you have problems operating
your handheld.
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About This Book
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CHAPTER 1
Setting Up Your Handheld
This chapter explains how to charge and set up your handheld, install
Palm™ Desktop software on your desktop computer, and perform a HotSync®
operation. It also lists system requirements.
another Palm OS handheld” later in this chapter.
Step 1: Charge your handheld
Plug the power adapter into an electric outlet, and connect the adapter to your
handheld. Charge the handheld for three hours. Then connect it to the power
adapter for a few minutes each day to recharge the battery to full capacity.
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Chapter 1 Setting Up Your Handheld
Step 2: Set up your handheld
Detach the power adapter from the handheld. Press the power button. Remove the
stylus and use it to complete Setup on your handheld.
Step 3: Connect the HotSync cable
Connect the HotSync cable to your handheld and your computer.
To connect the HotSync cable:
1. Plug the USB connector on the cable into a USB port on your computer.
2. Plug the other end into the connector on the handheld.
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Step 4: Install Palm Desktop software and perform a HotSync operation
Step 4: Install Palm Desktop software and perform a HotSync operation
To install software:
■ Put the Palm Desktop CD into your computer’s CD-ROM or DVD drive and
follow the onscreen installation instructions.
Windows: If the CD does not start
automatically, double-click the
autorun.exe file found on the CD.
Some systems may require
administrator rights to install
software.
Mac: Double-click the CD-ROM icon
that appears on the desktop. Then
double-click the Palm Desktop
Installer.
To perform a HotSync operation:
■ Tap the Favorite icon when prompted by the Install program.
System requirements
To install and operate Palm Desktop software on the enclosed CD-ROM, your
computer system must meet the following requirements:
Minimum requirements: Windows
■ Windows 98/Me/2000 Professional/XP Home/XP Professional
■ 50MB available hard disk space
■ VGA monitor or better (the Quick Tour requires video resolution of 800x600 and
256-color video display; for best results, use High Color:16 bit)
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Chapter 1 Setting Up Your Handheld
■ CD-ROM or DVD drive (Palm Desktop software is supplied on a CD-ROM disc.
■ One available USB port
■ Mouse or equivalent
Minimum requirements: Mac
■ Apple Macintosh or compatible with a PowerPC processor
■ Mac OS version 9.0 or higher with 12MB RAM or
Mac OS X, version 10.1.2 or higher
■ 25MB available hard disk space
■ CD-ROM or DVD drive (you can also download the Palm Desktop software
■ One available USB port
■ Mouse or equivalent
Upgrading from another Palm OS handheld
If you already own a Palm OS handheld:
1. Perform a HotSync operation using your old handheld and cradle/cable. This
ensures all data on your handheld is on your desktop computer.
2. (Optional) You may want to create a copy of your old Palm Desktop software
folder and its contents before installing your new Palm Desktop software. For
3. Follow the directions earlier in this chapter to set up your new handheld. You
must install the version of Palm Desktop software that comes with your new
handheld.
4. After you perform a HotSync operation using your new handheld, rename your
old handheld. To prevent unexpected results during HotSync operations, each
handheld must have a unique name. We recommend that you perform a hard
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Congratulations!
Congratulations!
You’ve set up your handheld and installed Palm Desktop software. For
comprehensive information about using your handheld, continue reading this
electronic Handbook.
For more information about using Palm Desktop software, see the following:
■ The Windows tutorial for Palm Desktop software, Quick Tour. To access this
tutorial, go to the Help menu in Palm Desktop software and choose Quick Tour.
■ The online help for Palm Desktop software. To access the online help, go to the
Help menu in Palm Desktop software.
■ The electronic Palm Desktop software for the Macintosh User’s Guide. To access this
guide, open the Palm folder, and then open the Documentation folder.
Double-click the file Handbook.pdf.
For more information about using your handheld, see the Basic Skills tutorial.
To open the Basic Skills tutorial:
1. Tap the Home icon
.
2. Tap the Welcome icon
.
3. Follow the onscreen instructions to complete Setup.
4. Tap Basic Skills.
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Chapter 1 Setting Up Your Handheld
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CHAPTER 2
Exploring Your Handheld
Palm™ Zire™ handhelds will help you stay organized and on time, and keep up
with daily tasks while you are away from your desk. Use your new handheld to do
the following:
■ Enter your schedule in Date Book
■ Keep all your contact names, addresses, and phone numbers in Address Book
■ Prioritize and assign your tasks a due date in To Do List
■ Jot quick notes directly on the screen in Note Pad
■ Keep track of expenses using Expense
■ Set alarms from Clock, Date Book, and Note Pad, to keep yourself on schedule
and remind yourself of appointments and notes
■ Synchronize your data with Palm™ Desktop software on your Windows or
Mac computer to keep your data safe
■ Beam information to another device that has an IR (infrared) port.
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Chapter 2 Exploring Your Handheld
Zire handheld components
Take a few minutes to familiarize yourself with the features of your handheld.
Locating front panel controls
Screen
Graffiti®
writing area
Scroll buttons/
Clock control
Power
button
Application buttons
Screen
Displays the applications and information stored in your
handheld. It is touch-sensitive and responds to the stylus.
Scroll buttons/
Clock control
Displays text and other information that extends beyond the
handheld screen area.
When your handheld is on, pressing the lower button scrolls
down to view information below the viewing area, and
pressing the upper button scrolls up to view information above
the viewing area.
When your handheld is off, pressing the upper button displays
the time.
Graffiti® writing
area
The area where you write letters and numbers using the
characters.
Power button
Turns your handheld on or off. If your handheld is turned off,
pressing the power button turns the handheld on and returns
you to the last screen you viewed.
If your handheld is turned on, pressing the power button turns
the handheld off.
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Zire handheld components
Application buttons
Activates the individual handheld applications that
correspond to the icons on the buttons: Date Book and Address
Book. If your handheld is turned off, pressing either
application button activates the handheld and opens the
corresponding application. This is the fastest way to open an
application.
reassigning these buttons to activate any application on your
handheld.
Locating back panel components
Stylus
Reset button
Stylus
Serves as a pointing and writing device for navigating through
applications and entering data on your handheld. To use the
stylus, slide it out of the storage slot and hold it as you would a
pen or pencil.
Reset button
Under normal use, you should not have to use the reset button.
about when and how to use the reset button.
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Chapter 2 Exploring Your Handheld
Locating top components
AC power
connector
USB
connector
IR port
IR port
Uses infrared technology to transmit data to and receive data
from other Palm OS® handhelds, and to perform HotSync®
USB connector
Connects your handheld to the cable which connects to the USB
port of your computer. This allows you to update the
information between your handheld and computer using
HotSync technology.
AC power
connector
Connects your handheld to an electric outlet so you can charge
your handheld.
Using the protective flip cover
The flip cover protects your handheld screen when it is not in use. You can open
the cover so that it rests on the back of your handheld, or remove it altogether.
To attach the cover:
■ Align the rail with the groove on the back of your handheld, and slide the cover
into place.
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Using your handheld with a PIM
To remove the cover:
1. Open the cover and grasp the back flap.
2. Gently slide the cover to one side until the rail slides out from the groove on the
back of your handheld. Do not pull the rail out of the groove.
Using your handheld with a PIM
Your handheld comes with a personal information manager (PIM),
Palm Desktop software. 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, 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 handheld and your PIM. The
conduit for Microsoft Outlook is included on the Palm Desktop software CD-ROM
(Windows only). For information on the availability of conduit software for the
Elements of the handheld interface
Menu
bar
Contrast
control
Clock
Icons
Menu bar
A set of commands that are specific to the application. Not all
applications have a menu bar.
Icons
Tap the icons to do the following:
■ Open applications
■ Open menus
■ Perform a HotSync operation
■ Find text anywhere in your data
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Chapter 2 Exploring Your Handheld
Contrast control
Tap the Contrast icon
to open the Adjust Contrast dialog
box. Tap to the left or right of the slider to adjust the contrast in
small increments or drag the slider to change the contrast in
large increments. You can also press the up and down scroll
buttons to adjust the contrast.
Clock
ABC
Tap the Clock icon
to briefly display the time and date.
With the cursor in an input field, tap “ABC” to activate the
alphabetic keyboard.
123
With the cursor in an input field, tap “123” to activate the
numeric keyboard.
Previous/next arrows
Check
box
Pick list
Command
button
Scroll
bar
Check box
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.
Command buttons
Tap a button to perform a command. Command buttons
appear in dialog boxes and at the bottom of application
screens.
Next/previous arrows
Tap the left and right arrows to display the previous and next
record; tap the up and down arrows to display the previous
and next page of information.
Pick list
Tap the arrow to display a list of choices, and then tap an item
in the list to select it.
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 previous 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 scroll buttons on the front
panel of your handheld.
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Tapping and typing
Displaying online tips
Many of the dialog boxes that appear on your handheld 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.
To display an online tip:
1. Tap the Tips icon
.
2. After you review the tip, tap Done.
Tapping and typing
Like using a mouse to click elements on a computer screen, using the stylus to tap
elements on your handheld screen is the basic action that gets things done.
The first time you start your handheld, setup instructions appear on the screen.
These instructions include a calibration screen. Calibration aligns the internal
circuitry of your handheld with its touch-sensitive screen so that when you tap an
element on the screen, the handheld can detect exactly which task you want to
perform.
IMPORTANT Always use the point of the stylus for tapping or making strokes on the
handheld screen. Never use an actual pen, pencil, or other sharp object to write on
the handheld screen.
With your handheld turned on, you can tap the handheld screen to do many
operations, such as the following:
■ Open applications
■ Choose menu commands
■ Initiate a Find operation to search through applications installed on your
handheld for specific text
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Chapter 2 Exploring Your Handheld
■ 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.
Entering data
There are several ways to enter data into your handheld:
■ Using the onscreen keyboard.
■ Using Graffiti writing.
■ Using Note Pad.
■ Entering or importing data in Palm Desktop software and then synchronizing
with your handheld.
Onscreen keyboard
When you create or edit a record in an application such as Address Book, you can
open the onscreen keyboards to enter data.
Tap here for numeric
keyboard
Tap here for
alphabetic keyboard
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Entering data
After a keyboard is open, you can tap to open any of the other keyboards,
Chapter 3 for more information.
Alpha
Tab
Backspace
Caps lock
Carriage return
Caps shift
Tap here to display
alphabetic keyboard
Numeric
International
Tap here to display
international keyboard
Tap here to display
numeric keyboard
Graffiti writing
Your handheld 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
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.
To open Memo Pad:
1. Tap the Home icon
.
2. Tap the Memo Pad icon
.
3. Tap New.
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Chapter 2 Exploring Your Handheld
NOTE A blinking cursor appears on the first line of the new memo to indicate
where the new text will appear.
New
memo
cursor
Tap
New
Write in
Graffiti
area
Note Pad
The Note Pad application provides a place where you can write a quick note in
your own handwriting directly on your handheld screen. Think of Note Pad as a
virtual “sticky pad” for short notes. Later, you can transfer your “sticky” notes to
a more permanent place by entering the information in the appropriate
Chapter 11 for more information.
Using Palm Desktop software
If you have new records you want to add to your handheld 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
handheld. For details on entering information in Palm Desktop software, refer to
the online Help in Palm Desktop software, the Quick Tour in Palm Desktop
software (for Windows users), and the Palm Desktop Software for the Macintosh
User’s Guide located in the Documentation folder in the Palm folder.
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Customizing your handheld
After the information is in Palm Desktop software, perform a HotSync operation
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 OS handheld. When you
import data, you transfer the records to your handheld without having to enter
Customizing your handheld
You can customize your handheld by using the Preferences application. You can
enter personal information such as your name and address; change the time, date,
and time zone; view different date and time formats when you travel; turn off
details.
To open the Preferences screens:
1. Tap the Home icon
.
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 date give you an example of how to
customize your handheld.
You make changes to the date and time in Date and Time preferences.
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Chapter 2 Exploring Your Handheld
To set the 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 set date
Tap to select date
3. Tap a month.
4. Tap the current date.
To set the time:
1. Tap the Set Time box.
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 OK.
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Customizing your handheld
To set the time zone:
1. Tap the Set Time Zone box.
2. Tap a time zone.
TIP When you travel, changing the time zone setting to a new time zone
automatically resets the date and time on your handheld, but it does not
change the time of appointments set in Date Book.
3. Tap OK.
To set the daylight saving switch:
■ Tap the Daylight Saving pick list, and then tap Off or On.
If you live in a place where Daylight Saving time applies, set this option to On
in the Spring, and Off in the Fall.
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Chapter 2 Exploring Your Handheld
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CHAPTER 3
Entering Data in Your Handheld
This chapter explains how to enter data into your handheld. There are several
ways to enter data into your handheld:
■ Using the onscreen keyboard
■ Using Graffiti® writing
■ Using Note Pad
■ Beaming data from a device that has an infrared (IR) port
■ Entering or importing data in Palm™ Desktop software and then
synchronizing with your handheld
Using the onscreen keyboard
You can open the onscreen keyboard anytime you need to enter text or numbers on
your handheld.
To use the onscreen keyboard:
1. Open any application (such as Address Book).
2. Tap any record, or tap New.
3. Tap “ABC” to open the alphabetic keyboard, or tap “123” to open the numeric
keyboard.
Tap here for
alphabetic keyboard
Tap here for numeric
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 dialog boxes at any time to enter
the exact text you need.
5. After you finish, tap Done to close the onscreen keyboard and place the text in
the record.
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Chapter 3 Entering Data in Your Handheld
Using Graffiti writing to enter data
Chapter 2 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 on a 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:
■ If you 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.
■ 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 should not create the heavy dot; it is only
there to show you where to begin the stroke).
■ Most characters require only a single stroke. When you lift the stylus from the
Graffiti writing area, your handheld recognizes and displays the text character
immediately. To accomplish single strokes, some Graffiti strokes are portions of
the regular alphabet equivalents.
■ The Graffiti writing area is divided into two parts: one for writing the letters of
the alphabet and one for writing numbers. 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
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Using Graffiti writing to enter data
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.
4. Start your stroke at the heavy dot and draw the stroke shape as it appears in the
tables.
5. Lift the stylus from the screen at the end of the stroke shape.
That’s all there is to it! When you lift the stylus from the screen, your handheld
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 handheld does not
recognize them as text characters.
Graffiti tips
When using Graffiti writing, keep these tips in mind:
■ Accuracy improves when you write large characters. You should draw strokes
that nearly fill the Graffiti writing area.
■ 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.
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Chapter 3 Entering Data in Your Handheld
■ Write at natural speed. Writing too slowly can generate recognition errors.
■ Do not write on a slant. Vertical strokes should be parallel to the sides of the
Graffiti writing area.
■ Press firmly.
The Graffiti® alphabet
Letter
Strokes
Letter
N
Strokes
A
B
C
D
E
O
P
Q
R
F
G
H
S
T
U
I
V
J
K
L
W
X
Y
M
Z
Space
Back Space
Period
Carriage
Return
tap twice
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Using Graffiti writing to enter data
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:
■ 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 handheld screen. If you accidentally activate Caps
Shift, backspace will cancel it.
Caps Shift
To enter only capital letters (Caps Lock):
■ 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 handheld 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.
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Chapter 3 Entering Data in Your Handheld
Graffiti numbers
Number
0
Strokes
Number
5
Strokes
1
6
2
3
4
7
8
9
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.
Punctuation shift
NOTE When Punctuation Shift is active, you can make a symbol stroke anywhere in
the Graffiti writing area (the letters or numbers side).
Symbol
Stroke
Symbol
Stroke
Period
.
Dash
—
Comma
,
Left Paren
(
Apostrophe
'
Right Paren
)
Question
?
Slash
/
Exclamation
!
Dollar
$
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Using Graffiti writing to enter data
Additional Graffiti punctuation
@
#
%
^
&
]
*
~
<
>
+
"
=
|
—
:
\
{
}
[
`
;
tab
Writing symbols and extended characters
All symbols and extended characters begin with the Symbol Shift stroke in the
Graffiti writing area of your handheld:
Symbol
Shift
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.
Symbol Shift
•
?
+
—
=
c
:
Y
=
X
!
ƒ
∅
Writing accented characters
To create accented characters, draw the stroke normally used to create the letter,
followed by an accent stroke. Graffiti writing then adds the accent to the letter.
For example, the following diagram shows the strokes required to draw an
accented “e.”
= e
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Chapter 3 Entering Data in Your Handheld
Accent strokes
a
a
a
a
a
a
Using these accent strokes, you can write the following accented letters:
à á â ã ä å è é ê ë ì í î ï ò ó ô õ ö ù ú û ü ÿ ý ñ
Additional non-English characters
You can write the following characters without any special punctuation or shifting:
c
a
e
NOTE You must write these non-English characters in the left side of the Graffiti
writing area.
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.
Stroke
Command
Move cursor right
Move cursor left
Previous field
(Address Book only)
Next Field
(Address Book only)
Open Address Record
(Address Book only)
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
your own. Each ShortCut can represent up to 45 characters. For example, you
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Using Note Pad
might create a ShortCut for your name, or for the header of a memo.
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.
ShortCut
Your handheld includes the following predefined Graffiti ShortCuts:
Entry
ShortCut
Date stamp
Time stamp
Date/time stamp
Meeting
ds
ts
dts
me
br
lu
Breakfast
Lunch
Dinner
di
Using Note Pad
In addition to using the onscreen keyboard and Graffiti characters, you can enter
data on your handheld using the Note Pad application. When you use Note Pad,
you write quick notes directly on the handheld screen in your own handwriting.
Later, you can enter this information into another application, or delete it.
To use Note Pad:
1. Tap the Home icon
.
2. Tap the Note Pad icon
.
3. Write the information directly on the handheld screen.
4. Tap Done.
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Chapter 3 Entering Data in Your Handheld
Beaming data
Your handheld is equipped with an IR port that is located at the top of the
handheld, behind the dark shield. The IR port supports the IrCOMM
implementation of the standards for infrared communication established by the
Infrared Data Association (IrDA). This means that not only can you beam data to
another Palm OS® handheld that is close by and equipped with an IR port, but you
can also beam data to a mobile phone or any other device that supports the
IrCOMM implementation of the IrDA standards and can read the type of data
you're beaming.
You can beam the following information between devices with an IR port:
■ The record currently displayed in Date Book, Address Book, To Do List,
Note Pad, or Memo Pad
■ All records of the category currently displayed in Address Book, To Do List,
Note Pad, or Memo Pad
■ A special Address Book record that you designate as your business card,
containing information you want to exchange with business contacts
■ An application installed in memory
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 Select Business Card on the Record menu.
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 Menu icon
.
3. Tap one of the following on the Record menu:
– The Beam command for an individual record
– In Address Book only: Beam Business Card
– Beam Category
TIP You can also beam a business card by holding down the Address Book
application button
until the Beam Status dialog box appears.
4. When the Beam Status dialog box appears, point the IR port directly at the IR
port of the receiving device.
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Beaming data
TIP For best results, Palm handhelds should be between 10 centimeters
(approximately 4 inches) and 1 meter (approximately 39 inches) apart, and the
path between the two handhelds must be clear of obstacles. Beaming distance
to other devices may be different.
5. Wait for the Beam Status dialog box to indicate that the transfer is complete
before you continue working on your handheld.
To beam an application:
1. Tap the Home icon
.
2. Tap the Menu icon
.
3. Tap Beam on the App menu.
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 device.
7. Wait for the Beam Status dialog box to indicate that the transfer is complete
before you continue working on your handheld.
To receive beamed information:
1. Turn on your handheld.
2. Point the IR port directly at the IR port of the transmitting device to open the
Beam dialog box.
3. Once you have received the file, select a category for the incoming information,
create a new category, or leave the information unfiled.
4. Tap Yes.
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Chapter 3 Entering Data in Your Handheld
Tips on beaming information
■ You can set the full-screen pen stroke to beam the current entry.
■ You can draw the Graffiti Command stroke to activate the Command toolbar,
and then tap the beam icon.
■ You can use the Graffiti Command stroke “/ B” to beam the current entry.
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 handheld. For more information on
entering data on your computer, refer to the online Help in Palm Desktop
software, the Quick Tour in Palm Desktop software (for Windows users), and the
Palm Desktop Software for the Macintosh User’s Guide on the Palm Desktop software
CD-ROM.
Importing data
If you have data stored in computer applications such as spreadsheets and
databases, or if you want to import data from another handheld, you can transfer
the data to your handheld 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 handheld.
Importing data from a Windows computer
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
■ vCal (.vcs): Date Book only
■ vCard (.vcf): Address Book only
■ Date Book archive (.dba)
■ Address Book archive (.aba)
■ To Do List archive (.tda)
■ Memo Pad archive (.mpa)
Archive formats can only be used with Palm Desktop software. Use the archive file
formats to share information with other people who use a Palm OS handheld or to
create a copy of your important Palm Desktop information.
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Importing data
To import data from a Windows computer:
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:
– 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.
4. From the File menu, select Import.
5. Select the file you want to import.
6. Click Open.
NOTE If you are importing a vCal or vCard file, skip to step 10. You do not have
to specify which fields correspond to the imported data.
7. 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 handheld, perform a HotSync operation.
See Palm Desktop online Help for more information on importing and exporting
data.
Importing data from a Mac
Palm Desktop software can import data from any of the following applications
when you export the data in the appropriate file format:
■ Address Book Plus (text file)
■ Claris Organizer (Palm Desktop software can open these files directly)
■ ClarisWorks (save under new name as ASCII text file)
■ DateBook Pro (text file)
■ DayMaker (text file)
■ Dynodex (text file)
■ FileMaker Pro (tab separated text file)
■ Meeting Maker (text file)
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Chapter 3 Entering Data in Your Handheld
■ Newton running OS 1.0 with Newton Connection Kit:
Names; Date Book Calendar; and Notepad (text file)
■ Now Contact (text file)
■ Now Up-to-Date (text file)
■ QuickDex (text file)
■ TouchBase Pro (text file)
Palm Desktop software can also import data in the following file formats:
■ Tab delimited (.tab, .tsv, .txt)
■ vCal (.vcs): Date Book only
■ vCard (.vcf): Address Book only
To import data from a Mac:
1. Open Palm Desktop software.
2. From the File menu, select Import.
3. Select the file you want to import.
4. Click Import.
5. If you want to change the order of the fields you’re importing, point to a field,
wait for the cursor to change to a double arrow, and then drag the field to a new
location.
6. If you do not want to import a field, click the arrow between the field names.
7. From the Fields pop-up menu, select the appropriate field.
8. From the Delimiters pop-up menu, select the appropriate delimiter.
9. Click OK.
10. To add the imported data to your handheld, perform a HotSync operation.
See Palm Desktop online Help for more information on importing and exporting
data.
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CHAPTER 4
Working with Applications
This chapter explains how to open and switch between applications on your
handheld, how to change application settings so they are personalized to your
work methods, and how to categorize applications so you view them in related
groups.
Opening applications
Tapping the Home icon opens the Applications Launcher, which allows you to
open any application installed on your handheld. You can also open Date Book
and Address Book with the application buttons on the front panel of your
handheld.
Home icon
Address
Book
Date Book
In addition to providing a way for you to open applications, the Applications
Launcher displays the current time, battery level, and application category.
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Chapter 4 Working with Applications
To open an application on your handheld:
1. Tap the Home icon
.
2. Tap the icon of the application that you want to open. If you have many
applications installed on your handheld, tap the scroll bar to see all of your
applications.
TIP To find an application quickly, you can 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.
Switching between applications
When working in any application, tap the Home icon
or press an application
button on the front panel of your handheld to switch to another application. Your
handheld 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.
To categorize an application:
1. Tap the Home icon
.
2. Tap the Menu icon
.
3. Tap Category on the App menu.
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Changing the Applications Launcher display
4. Tap the pick list next to each application to select a category.
TIP To create a new category, tap Edit Categories from the pick list. 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 Home icon
.
2. Do one of the following:
– Tap the Home 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.
To change the Applications Launcher display:
1. Tap the Home icon
.
2. Tap the Menu icon
.
3. Tap Options, and then tap Preferences.
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Chapter 4 Working with Applications
4. Tap the View By pick list and select List.
5. Tap OK.
To open the Applications Launcher to the last opened category:
1. Tap the Home icon
.
2. Tap the Menu icon
.
3. Tap Options, and then tap Preferences.
4. Tap the Remember Last Category check box to select it.
5. Tap OK.
Using menus
Menus on your handheld 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 chapter on that application.
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Using menus
To open the menu bar:
1. Open an application (such as Memo Pad).
2. Do one of the following:
– Tap the Menu icon
.
– Tap the inverted title area at the top of the screen.
Tap the title area
Tap the Menu icon
In this example, three menus are available: Record, Edit, and Options. The Record
menu is selected and contains the commands New Memo, Delete Memo, and Beam
Memo.
Choosing a menu
After you open the menu bar for an application, tap the menu that contains the
command you want to use.
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 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.
Menu commands
Command letters
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Chapter 4 Working with Applications
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 Stroke
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 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.
Choosing application preferences
You can set options that affect an entire application in the application’s Preferences
dialog box.
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.
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Common tasks
Common tasks
The tasks described in this section use the term “records” to refer to an individual
item in any of the applications: a single Date Book event, Address Book entry,
To Do List item, Note Pad note, 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, Note Pad, 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) To select attributes for the record:
– In Date Book, Address Book, To Do List, and Memo Pad, tap Details.
– In Note Pad, tap the Menu icon , and then tap Options and Details.
6. In Address Book, Note Pad, and Memo Pad only: Tap Done.
There’s no need to save the record because your handheld 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 handheld is in editing mode:
■ A blinking cursor
■ One or more dotted edit lines
Blinking cursor
Edit line
NOTE In Note Pad you can write anywhere on the screen. So, you will not see an edit
line or blinking cursor.
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Chapter 4 Working with Applications
Entering text
For information on how to enter text using Graffiti writing, the onscreen keyboard,
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 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. When the
drawing area is selected in Note Pad, Undo erases the last line
drawn.
Clear Note
Cut
Erases the drawing from a note in Note Pad. Clear Note appears
in the Edit menu only when the drawing area is selected.
Removes the selected text and stores it temporarily in the
memory of your handheld. You can paste the text you cut into
another area of the current application or into a different
application.
Copy
Paste
Copies the selected text and stores it temporarily in the memory
of your handheld. You can paste the text that you copy into
another area of the current application or into a different
application.
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.
Select All
Keyboard
Graffiti Help
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.
Opens the onscreen keyboard. When you finish with the
onscreen keyboard, tap Done.
Opens screens that show all the Graffiti character strokes. Use
this command anytime you forget a stroke for a character.
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Common tasks
Deleting records
To delete a record:
1. Select the record you want to delete.
2. Tap the Menu icon
.
3. Tap Record, and then tap the Delete command:
Date Book: Delete Event
Address Book: Delete Address
To Do List: Delete Item
Note Pad: Delete Note
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
selected. If you don’t want to save a copy, tap the check box to deselect it. (The
archive check box does not appear in Note Pad because you can’t archive
Note Pad notes.)
4. Tap OK.
If you choose to save a copy of the selected item, your handheld 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:
■ In Date Book, Address Book, To Do List, and Memo Pad, open the Details dialog
box for the record, tap Delete, and then tap OK.
■ In Note Pad, open the note you want to delete, and then tap Delete.
■ 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.
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 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 handheld, so it’s a good idea
to remove them by using Purge. If you think Date Book or To Do List records might
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Chapter 4 Working with Applications
prove useful later, you can purge them from your handheld and save them in an
archive file on your computer.
Purging is not available in Address Book, Note Pad, or Memo Pad; you must delete
outdated records manually 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 series 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 box is selected. If you don’t
want to save a copy, tap the check box to deselect it.
4. Tap OK.
If you chose to save a copy of the purged records, your handheld 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.
Categorizing records
Categorize records in Address Book, To Do List, Note Pad, Memo Pad, and
Expense so that they are grouped logically and are easy to review. (You can also
information.)
When you create a record, your handheld automatically places it in the category
that is currently displayed. If the category is All, your handheld 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 handheld 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.
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Common tasks
Address Book contains the QuickList user-defined category, in which you can
store the names, addresses, 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.
In Note Pad only: Tap the Menu icon
, and then tap Options.
3. Tap Details.
4. Tap the Category pick list to display the list of available categories.
5. Select the category for the record.
6. Tap OK.
NOTE In Address Book, Note Pad, and Memo Pad 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
NOTE In the Date Book Agenda view, the pick list is in the upper-right corner
of the To Do list.
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Chapter 4 Working with Applications
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 handheld toggles
through all the categories of that application.
To define a new category:
1. Tap the category pick list in the upper-right corner of the list screen.
Tap here
2. Tap Edit Categories.
3. Tap New.
4. Enter the name of the new category, and then tap OK.
5. Tap OK.
You can assign any of your records to the new category.
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Common tasks
To rename a category:
1. Tap the category pick list in the upper-right corner of the list screen.
2. Tap Edit Categories.
3. Select the category that you want to rename, and then tap Rename.
4. Enter the new name for the category, and then tap OK.
5. 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 information
Your handheld offers several ways to find information quickly:
■ All applications that reside on your handheld: 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.
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Chapter 4 Working with Applications
Using Find
You can use Find to locate any text that you specify, in any application that resides
on your handheld.
To use Find:
1. Tap the Find icon
.
TIP If you select text in an application before you tap Find, the selected text
automatically appears in the Find dialog box.
2. 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 “airplane.”
3. Tap OK.
Find searches for the text in all records and all notes.
As your handheld searches for the text, you can tap Stop at any time. You may
want to do this if the entry you want appears before your handheld 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.
To use Phone Lookup:
1. Display the record in which you want to insert a phone number. The record can
be in Date Book, To Do List, or Memo Pad.
2. Tap the Menu icon
.
3. Tap Options, and then tap Phone Lookup.
4. Begin to spell the last name of the name you want to find.
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Common tasks
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.
5. Tap Add.
The name you selected, along with the other information associated with it, is
pasted into the record you selected in step 1.
Phone Lookup tips
Write the Graffiti Command stroke “/L” to activate the Phone Lookup feature.
You can also activate it in the following circumstances:
■ 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
handheld 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 text: Drag to highlight the text, and then write the Phone Lookup
Command stroke “/L.” Your handheld replaces the selected text and adds the
name and its associated information.
Looking up Address Book records
When working with Address Book, the scroll button on the front panel of the
handheld 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.
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Chapter 4 Working with Applications
To look up an Address Book record:
1. Display the Address list screen.
2. Enter the first letter of the name you want to find.
Look Up line
The list scrolls to the first entry that begins with that letter. If you write another
letter, the list scrolls to the first entry that starts with those two letters. 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.
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.
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Common tasks
3. Tap Who.
Tap here
4. Tap Lookup.
The Attendees Lookup screen displays all the names in your Address Book that
have data in the Company field.
5. Select the name you want to add, and then tap Add.
The name appears in the Attendees screen.
6. Repeat steps 4 and 5 to add more names.
7. Tap Done.
8. Tap OK.
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.
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, Note Pad, and Memo Pad:
1. Open the application.
2. In Note Pad only: Tap Done to display the list screen.
3. Tap the Menu icon
.
4. Tap Options, and then tap Preferences.
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Chapter 4 Working with Applications
Address Book:
Note Pad:
Memo Pad:
5. Do one of the following:
Address Book: Tap the setting you want.
Note Pad: Tap the Sort by pick list and select Alphabetic, Date, or Manual.
Memo Pad: Tap the Sort by pick list and select Alphabetic or Manual.
6. Tap OK.
To sort the Note Pad or Memo list manually, tap and drag a memo or note to a new
location in the list.
NOTE To make the list of your memos appear in Palm Desktop software as you
manually sorted it on your handheld, open Memo Pad in Palm Desktop software and
click List by. Then select Order on handheld.
Attaching notes
In applications except Memo Pad and Note 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.
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Common tasks
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:
■ Tap the Note icon
.
.
To delete a note:
1. Tap the Note icon
2. Tap Delete.
3. Tap Yes.
Choosing fonts
In many applications, you can change the font style to make text easier to read. You
can choose a different font style for each application.
Small font
Large font
Bold font
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Chapter 4 Working with Applications
To change the font style:
1. Open an application.
2. Tap the Menu icon
.
3. Tap Options, and then tap Font.
4. Tap the font style you want to use.
Tap here for bold font
Tap here for large font
Tap here for small font
5. Tap OK.
Reviewing Reminders
You can set alarms to notify you of appointments, notes, and alarms in Date Book,
Note Pad, and Clock. When an alarm occurs, your handheld displays a reminder
message. If you tap Snooze in response to an alarm message, your handheld
reminds you of the alarm again in five minutes. The Reminder screen displays
alarms that await attention.
To respond to reminders, do one of the following:
■ Select an item’s check box to clear the item.
■ Tap an item (either the icon or the text description) to open the application
where the alarm was set. The application opens to the entry associated with the
alarm.
■ Tap Done to close the reminder list and return to the current screen. An
attention indicator will blink in the upper-left corner of the screen; tap it to view
the reminder list again.
■ Tap Snooze to see the list again in five minutes.
■ Tap Clear All to dismiss all reminders in the list.
NOTE If you tap Done or Snooze and view the reminder list later, the current time
displays in the Reminder bar and the original alarm time displays with each list item.
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Installing and removing applications
Receiving reminders from Palm Desktop software
You can also set an option to receive Date Book event alerts from Palm Desktop
software. The feature is disabled by default, so you must enable it within
Palm Desktop software.
To enable an event alert from Palm Desktop software:
1. Double-click the Palm Desktop icon.
2. From the Tools menu, select Options, and then select Alarms.
3. Set Alarm Configuration options, either Always Available or Available only
when the Palm Desktop is running.
4. (Optional) To hear an alert sound as well as receiving an alert message, select
the check box to Play audible notification with alarm dialog.
5. Click OK.
Hiding or masking private records
You can use the Security application to set a password and select whether to mask
Installing and removing applications
This section explains how to install and remove applications on your handheld,
and how to remove Palm Desktop software from your computer.
Installing add-on applications
Your handheld comes with the Date Book, Address Book, To Do List, Note Pad,
Memo Pad, Calculator, and Expense applications installed and ready to use.
You can also install additional applications on your handheld such as games and
other software. The Install Tool makes it easy to install software during a HotSync
operation. There are a variety of third-party applications available for your
handheld. To learn more about these applications, visit the web site
Any game or application that you install on your handheld resides in memory; you
can delete them at any time.
NOTE Some add-on applications may not be compatible with the two-button
handheld model.
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Chapter 4 Working with Applications
To install add-on software on your handheld using a Windows computer:
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 to navigate to that folder before you complete step 5.
2. Double-click the Palm Desktop icon on your desktop.
3. Click Install.
TIP You can also access the Install Tool dialog box by selecting Install Tool
from the Palm Desktop program group or by double-clicking any file with a
PRC, PDB, PQA, PNC, or SCP file extension.
4. In the User selector, select the name that corresponds to your handheld.
5. Click Add.
6. Select the application(s) that you want to install on your handheld.
7. Click Open.
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Installing and removing applications
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. Click Done to close the Install Tool window.
9. Perform a HotSync operation to install the selected application(s).
NOTE Files that remain in the list after you perform a HotSync operation did
not install. This can happen if the file type was not recognized during the
HotSync operation.
To install add-on software on your handheld using a Mac:
1. On your computer, copy or download the application you want to install into
the Add-on folder in your Palm folder.
NOTE If the software you download is compressed, you need to decompress
it into this folder.
2. Double-click the HotSync Manager icon in the Palm folder.
3. From the HotSync menu, choose Install Handheld Files.
4. From the User pop-up menu, select the name that corresponds to your
handheld.
5. Click Add to List.
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Chapter 4 Working with Applications
6. Select the Add-on folder from the pop-up menu.
7. Select the application you want to install.
If the file you want to install is not listed in the dialog box, go to the folder where
you copied the file. Most Palm™ application files have the extension PRC, PDB,
PQA, or SCP.
8. Click Add File to add the selected application to the Install Handheld Files list.
TIP You can also drag files or folders to the list in the Install Handheld Files
dialog box. The files are copied to the Files To Install folder.
9. Close the Install Handheld Files window.
10. Perform a HotSync operation to install the selected application(s) on your
NOTE Files that remain in the list after you perform a HotSync operation did
not install. This can happen if the file type was not recognized during the
HotSync operation.
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 handheld. You
can remove only add-on applications, patches, and extensions that you install; you
cannot remove the applications that were pre-installed on your handheld.
To remove an add-on application:
1. Tap the Home icon
.
2. Tap the Menu icon
.
3. Tap Delete on the App menu.
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Installing and removing applications
4. Tap the application that you want to remove.
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 from a Windows computer:
1. From the Windows Start menu, select Settings, and then select Control Panel.
2. Double-click the Add/Remove Programs icon.
3. Select Palm Desktop.
4. Click Add/Remove.
NOTE This process removes only the application files. The data in your Users
folder remains untouched.
5. Follow the onscreen prompts. Be sure to select the option to remove
Palm Desktop software.
NOTE You need to install HotSync Manager from the installation CD if you want to
synchronize data with another PIM.
To remove Palm Desktop software from a Mac:
1. Insert the Palm Desktop CD into your computer’s CD-ROM drive.
2. Locate the Palm Desktop Installer icon and double-click this icon.
3. From the Easy Install screen, select Uninstall from the pop-up menu.
4. Select the software you want to remove.
5. Click Uninstall.
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Chapter 4 Working with Applications
6. Select the folder that contains your Palm Desktop software files.
7. Click Remove.
NOTE This process removes only the application files. The data in your Users
folder remains untouched.
8. Restart your computer.
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CHAPTER 5
Using Address Book
Address Book enables you to keep names, addresses, phone numbers, and
other information about your personal or business contacts. Use Address
Book to do the following:
■ Quickly look up or enter names, addresses, phone numbers, and other
information.
■ Enter up to five phone numbers (home, work, fax, mobile, 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.
■ Create your own digital business card that you can beam to other devices with
an IR (infrared) port.
To open Address Book:
■ Press the Address Book application button on the front panel of your handheld.
Address Book opens to display the list of all your records.
Address Book button
NOTE Press the Address Book application button repeatedly to cycle through the
categories in which you have records. Press and hold the Address Book application
button to instantly beam your business card to another device with an IR port.
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Chapter 5 Using Address Book
Creating an Address Book entry
A record in Address Book is called an “entry.” You can create entries on your
handheld, or you can use Palm™ Desktop software to create entries on your
computer and then download the entries to your handheld with your next
HotSync® operation.
Palm Desktop software also has data import capabilities that enable you to load
database files into Address Book on your handheld.
information.
To create a new Address Book entry:
1. Press the Address Book application button
on the front of your handheld to
display the Address list.
2. Tap New.
Cursor
at Last
name
Tap New
3. Enter the last name of the person you want to add to your Address Book.
NOTE The handheld automatically capitalizes the first letter of each field
(except numeric and e-mail fields). You do not have to use the Graffiti® capital
stroke to capitalize the first letter of the name.
4. Use the Next Field Graffiti stroke to move to the First Name field.
Next Field
TIP You can also move to any field by tapping it directly.
5. Enter the person’s first name in the First Name field.
6. Enter the other information that you want to include in this entry.
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Selecting types of phone numbers
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.
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 handheld.
Selecting types of phone numbers
You can select the types of phone numbers or e-mail addresses that you associate
with an Address Book entry. Any changes you make apply only to the current
entry.
To select other types of phone numbers in an entry:
1. Tap the entry that you want to change.
2. Tap Edit.
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Chapter 5 Using Address Book
3. Tap the pick list next to the label you want to change.
Tap
triangle
4. Select a new label.
Changing address entry details
The address entry details dialog box provides a variety of options that you can
associate with an entry.
To open the address entry details dialog box:
1. Tap the entry whose details you want to change.
2. Tap Edit.
3. Tap Details.
4. Select any of the following settings:
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, M, or P appear next to the record in the Address list,
depending on which information is displayed. If you select
E-mail, no identifying letter is displayed.
Category
Private
Assign the entry to a category.
Hide this entry when Security is turned on.
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Address Book menus
Address Book menus
Address Book menus are shown here for your reference, and Address Book
features that are not explained elsewhere in this book are described here.
The Record and Options menus differ depending on whether you’re displaying
the Address list screen or the Address view screen.
Record menus
Address list
Address view
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.
Options menus
Address view
Address list
Preferences
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 deselect it,
Address Book displays the All category.
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Chapter 5 Using Address Book
Rename Custom
Fields
These custom fields appear 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.
About Address
Book
Shows version information for Address Book.
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CHAPTER 6
Using Calculator
Calculator enables you to perform addition, subtraction, multiplication,
division, and square root operations. Use Calculator to do the following:
■ Perform basic calculations.
■ Store and retrieve values.
■ Display the last series of calculations, which is useful for confirming a series of
“chain” calculations.
To open Calculator:
1. Tap the Home icon
.
2. Tap the Calculator icon
.
Performing Calculations
The Calculator includes several buttons to help you perform calculations.
Clears the entire calculation and enables you to begin a fresh calculation.
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.
Toggles the current number between a negative and positive value. If
you want to enter a negative number, enter the number first and then tap
the +/- button.
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Chapter 6 Using Calculator
Places the current number in memory. Each new number you enter with
the M+ button is 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 tapping the number buttons. Tapping this button has no effect on the
current calculation (or series of calculations); it merely places the value
into memory until it is recalled.
Recalls the stored value from memory and inserts it in the current
calculation.
Clears any value that is stored in the Calculator memory.
Calculates the square root of a number. Enter the number, then tap the
square root button.
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.
3. After you finish reviewing the calculations, tap OK.
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Calculator menu
Calculator menu
Calculator menus are shown here for your reference, and Calculator features that
are not explained elsewhere in this book are described here.
Options menus
About Calculator
Shows version information for Calculator.
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Chapter 6 Using Calculator
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CHAPTER 7
Using Clock
Clock enables you to view the current time and date and to set an alarm. Use
Clock to do the following:
■ View the current time and date.
■ Open a preferences screen where you can set the time and date for all the
applications on your handheld.
■ Set an alarm.
To open Clock:
1. Tap the Home icon
.
2. Tap the Clock icon
.
Clock makes it easy for you to check the time and date, and provides a convenient
setting the current date and time for all the applications on your handheld.
In addition to setting the date and time, you can set an alarm to sound during the
next 24-hour period.
Viewing the time
To view the time, do one of the following:
■ When your handheld is on, tap the Clock icon
in the upper-left corner of the
, and then tap the Clock icon
Graffiti writing area, or tap the Home icon
.
■ When your handheld is off, press the up scroll button.
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Chapter 7 Using Clock
Setting an alarm
You can set an alarm to alert you at a particular time.
To set an alarm:
1. Tap the Home icon
.
2. Tap the Clock icon
.
3. Tap the Alarm box to open the Set Alarm dialog box.
4. Tap the time columns to set the hour and minute.
5. When the alarm reminder message appears, 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 in five minutes, and an attention indicator
blinks in the upper-left corner of the screen to remind you of the pending
alarm. When the reminder message reappears, the current time displays in
the Reminder bar and the alarm time displays on the screen.
6. Tap Go To to open Clock.
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Clock menus
Clock menus
Clock menus are shown here for your reference, and Clock features that are not
explained elsewhere in this book are described here.
Options menu
Display Options
Allows you to choose which information appears on the Clock
screen.
■ Day. Activates the day of the week display. When it is on, the
day appears above the time.
■ Date. Activates the date display. When it is on, the date
appears below the time.
Alarm Preferences
About Clock
■ Sound. Sets the sound of the alarm. The choices are Alarm,
Bumble Bee, Reveille, Sonata, Wake Up, and Warbler.
■ Volume. Defines how loud the alarm sounds. The choices
are Low, Medium, and High.
Shows version information for Clock.
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Chapter 7 Using Clock
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CHAPTER 8
UsingDate Book
Date Book lets you quickly and easily schedule appointments or any kind of
activity associated with a time and date. Use Date Book to 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 To Do
items for the day.
■ Set an alarm to notify you of 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 handheld.
■ 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 handheld.
Date Book opens to today’s schedule.
Date Book button
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Chapter 8 Using Date Book
NOTE Press the Date Book application button repeatedly to cycle through the Day,
Week, Month, and Agenda views.
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
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.” Untimed 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.
Tap a time
line
Time bar
shows
duration
Enter event
2. Enter a description of the event. You can enter up to 255 characters.
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Scheduling an event
3. If the event is one hour long, skip to step 5. If the event is longer or shorter than
an hour, tap the time of the event to open the Set Time dialog box.
Tap the
time of an
event
TIP You can also open the Set Time dialog box (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 box 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.
Tap to scroll to
earlier hours
Start Time
highlighted
Tap to change
hours
Tap to automatically
fill the start and end
times
Tap to change
minutes
Tap to scroll to
later hours
5. Tap OK.
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.
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Chapter 8 Using Date Book
To schedule an event for another day:
1. Select the date you want for the event by doing one of the following:
– Tap the day of the week that you want in the date bar at the top of the screen.
If necessary, tap the Previous week or Next week scroll arrows to move to
another week.
Previous
week
Next
week
Tap to select a day of
the current week
TIP You can also use the scroll button on the front panel of your handheld
to move forward or backward one day at a time.
– 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
Tap to select a
month
Tap to select a
day
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 handheld to move 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.
To schedule an untimed event:
1. Select the date that you want for the event as described in the procedure for
rescheduling an event earlier in this chapter.
2. Tap New.
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Rescheduling an event
3. Tap No Time, so that no start or end times are defined for the new event.
TIP You can also create a new untimed event by making sure no event is
selected and then writing letters in the Graffiti writing area.
4. Enter a description of the event.
New
untimed
event
No time
selected
5. Tap a blank area on the screen to deselect the untimed event.
NOTE If you 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.
Rescheduling an event
You can easily make changes to your schedule with your handheld.
To reschedule an event:
1. Tap the event you want to reschedule.
2. Tap Details.
3. To change the time, tap the Time box and select a new time.
4. To change the date, tap the Date box and select a new date.
5. Tap OK.
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Chapter 8 Using Date Book
Setting an alarm for an event
The Alarm setting enables you to set an alarm for events in your Date Book. You
can set an alarm to notify you 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, the alarm icon appears to the far right of the event with
the alarm. When the alarm occurs, 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.
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.
Enter number of
time units here
Tap here to
select unit of time
6. Tap OK.
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, and an
attention indicator blinks in the upper-left corner of the screen to remind you
of the pending alarm.
– Tap Go To to open Date Book. Date Book will open and display the event
associated with the alarm.
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Scheduling repeating or continuous events
Setting an alarm for an untimed event
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. When the alarm triggers, the reminder list displays the
alarm message until you clear it.
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 in the reminder list until you turn on
your handheld and 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.
To schedule a repeating or continuous event:
1. Tap the event.
2. Tap Details.
3. Tap the Repeat box to open the Change Repeat dialog box.
Tap the
Repeat
box
4. Tap Day, Week, Month, or Year to set how often event repeats.
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.
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Chapter 8 Using Date Book
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 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
.
3. Tap Record, and then tap Delete Event.
4. Do one of the following:
– Tap Current to delete only the current event item.
– Tap Future to delete the current and all future event items and reset the end
date of the repeating event to the last shown date.
– Tap All to delete all occurrences of the repeating event.
5. Tap OK.
Considerations for repeating or continuous events
Keep the following points in mind:
■ If you change the start date of a repeating event, your handheld calculates the
number of days you moved the event. Your handheld 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 handheld creates a new repeating event.
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Changing the Date Book view
■ 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 handheld 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 handheld creates a new
event. The start date of this new event is the day on which the setting is
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
.
Changing the Date Book view
In addition to displaying the time list for a specific day, you can also display a
whole week, a month, or an agenda. You can also display the current time.
To cycle through Day, Week, Month, and Agenda views:
■ Press the Date Book application button repeatedly to display the next view.
■ Tap the appropriate view icon in the lower-left corner of Date Book.
To display the current time:
1. Tap and hold the stylus on the date bar to display the current time.
Current time displays
Tap and hold the date
2. Drag the stylus below the title area and then lift it to redisplay the date.
NOTE You can also tap the Clock icon
in the upper-left corner of the Graffiti writing
area to display the time for a few seconds.
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.
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Chapter 8 Using Date Book
To display the Week View:
1. Tap the Week View button.
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
week
Next
week
Tap for that day
Bar indicates earlier event
Dot indicates untimed event
Bar indicates later event
3. Tap an event to show a description of the event.
Event details
Tap to show event details
Tips for using Week View
Keep the following points in mind:
■ To reschedule an event, tap and drag the event to a different time or day.
■ Tap a blank time on any day to move to that day and have the time selected for
a new event.
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Changing the Date Book view
■ Tap any day or date that appears at the top of the Week View to move directly
to that day without selecting an event.
■ 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.
Working in Month View
The Month View screen shows which days have events scheduled. Dots and lines
in the Month View indicate events, repeating events, and untimed events.
Previous/next month
Dashed line indicates continuous event
Dashes on right side indicate events
Crosses below date indicate untimed
events
Month View button
menu” later in this chapter.
Tips for using Month View
Keep the following points in mind:
■ Tap a day in the Month View to display that day in the Day View.
■ Tap the scroll arrows in the upper-right corner to move forward or backward a
month.
■ Tap Go to open the date selector and select a different month.
■ Use the scroll button on the front panel of your handheld to move between
months. Press the upper button to display the previous month, the lower button
to display the next month.
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Chapter 8 Using Date Book
Working in Agenda View
The Agenda view shows you your untimed events, appointments, and To Do
items in one screen. When you tap 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 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.
To display the Agenda View:
1. Tap the Agenda View button.
Agenda View
2. Tap the navigation controls to move forward or backward a day at a time, or to
display more events and To Do items.
NOTE You can also change the category of To Do items shown. Click the pick list to
choose another category.
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Date Book menus, preferences, and display options
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.
Event
conflicts
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.
Record menu
Options menu
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Chapter 8 Using Date Book
Display Options
Allows you to change Date Book’s appearance and which events
display.
■ Show Time Bars. Activates the time bars that appear in the
Day View. The time bars show the duration of an event and
illustrate event conflicts.
■ Compress Day View. Controls how times appear in the Day
View. 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.
■ 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/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.
■ 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.
About Date Book
Shows version information for Date Book.
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CHAPTER 9
Using Expense
Expense lets you keep track of your expenses and then transfer the
information to a spreadsheet on your computer. Use Expense to do the
following:
■ Record dates, types of expenses, amount spent, payment method, and other
details associated with any money that you spend.
■ Assign expense items to categories so that you can organize and view them in
logical groups.
■ Keep track of vendors (companies) and people involved with each expense.
■ Log miles traveled for a particular date or expense category.
■ Sort your expenses by date or expense type.
■ Send or export your expense information to popular computer applications,
such as Microsoft Excel or Microsoft Word, using Palm™ Desktop software and
HotSync® technology on a Windows computer.
To open Expense:
1. Tap the Home icon
.
2. Tap the Expense icon
.
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Chapter 9 Using Expense
Adding expense items
A record in Expense is called an “item.” You can sort your Expense items into
categories or add other information that you want to associate with the item.
1. Tap New.
Cursor of
new item
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.
2. Enter the amount of the expense.
3. Tap the Expense type pick list and select a type from the list.
As soon as you select an expense type, your handheld saves your entry. If you
do not select an expense type, it does not save the entry.
Tap here
TIP Another quick way to create a new Expense item is to make sure that no
Expense item is selected in the Expense list, write the first letter(s) of the
expense type, and then write the numerical amount of the Expense item. This
technique takes advantage of the automatic fill feature. See “Options menu”
later in this chapter for details.
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Adding expense items
Changing the date of an Expense item
Initially, Expense items appear with the date you enter them. You can change the
date associated with any Expense 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.
Tap date
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.
3. Select any of the following options:
Category
Ty p e
Opens a pick list of expense types.
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Chapter 9 Using Expense
Payment
Lets you choose the payment method used to pay the Expense
item. If the item is prepaid (such as airline tickets supplied by your
company), you can choose Prepaid to place your expense in the
appropriate company-paid cell of your printed expense report.
Currency
Enables you to choose the type of currency used to pay the
Expense item. The default currency unit is defined in the
Preferences dialog box. You can also display up to four other
list” later in this chapter for more information.
Vendor and
City
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
for more information.
4. Tap OK.
Customizing the Currency pick list
You can select the currencies and symbols that appear in the Currency pick list.
To customize the Currency pick list:
1. Tap the Currency pick list in the Receipt Details dialog box, and then select Edit
currencies.
Tap Edit
currencies
2. 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.
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Customizing the Currency pick list
To change your default currency:
1. Open Expense.
2. Tap the Menu icon
.
3. Select Options, and then select Preferences.
4. Tap the Default Currency pick list.
5. Tap the currency symbol you want to appear in Expense.
6. Tap OK.
Defining a custom currency symbol
If the currency you want to use is not in the list of countries, you can create your
own custom country and currency symbol.
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.
Tap a Country
box
4. Enter the name of the country and the symbol that you want to appear in
Expense.
5. Tap OK to close the Currency Properties dialog box.
6. Tap OK.
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Chapter 9 Using Expense
NOTE If you want to use your custom currency symbol as the default for all Expense
items, select the symbol in the Preferences dialog box. If you want to use your
custom currency symbol only for a particular Expense item, select the symbol in the
Receipt Details dialog box associated with that item.
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.
Tap Show
Sort by
Enables you to sort expense items by date or type.
Distance
Enables you to display Mileage entries in miles or kilometers.
Shows or hides the currency symbol in the Expense list.
Show currency
3. Tap OK.
Working with Expense data on your computer
After you enter your expenses into the Expense application on your handheld and
perform a HotSync operation, Palm Desktop software enables you to do any of the
following on your computer. See the Palm Desktop software online help for
details.
■ Add, modify, and delete your Expense data
■ Organize your Expense data by category, amount, date, type, or notes
■ View Expense data in different formats: List, large Icons, or Small Icons
■ Record individual expenses in different currencies and display the total in one
selected currency type
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Expense menus
■ Print Expense reports
■ Transfer Expense data to other applications such as Microsoft Excel using the
Send command or Export command, and import data in popular file formats
For more information on using Expense on your computer, see:
■ The online help for Palm Desktop software. To access the online help, go to the
Help menu in Palm Desktop software.
Displaying the euro on your computer
When you perform a HotSync operation, the euro symbol is transferred to your
Desktop application like any other piece of data on your handheld. 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 computer. They do not reside
with your Desktop application, and they are not produced by Palm, Inc. Refer to
the documentation that accompanies your desktop computer’s operating system
for more information.
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).
Expense menus
Expense menus are shown here for your reference, and Expense features that are
not explained elsewhere in this book are described here.
Record menu
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Chapter 9 Using Expense
Options menu
Preferences
Use automatic fill. Lets you select an expense type by writing the
first letter of an expense type in the Graffiti writing area. For
example, if you write the letter “T,” it enters the “Taxi” expense
type. Writing “T” and then “E” enters “Telephone” which is the
first expense type beginning with the letters “TE.”
About Expense
Shows version information for Expense.
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CHAPTER 10
Using 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. Use Memo Pad to do the
following:
■ Use Graffiti® characters to store memos, lists, or any other text message on your
handheld.
■ Send memos to popular computer applications like Microsoft Word when you
synchronize using Palm™ Desktop software and HotSync® technology.
■ Assign memos to categories so that you can organize and view them in logical
groups.
■ Write down phone numbers and other types of information. Later, you can
copy and paste this information to other applications.
To open Memo Pad:
1. Tap the Home icon
.
2. Tap the Memo Pad icon
.
Creating memos
A memo can contain up to 4,000 characters. The number of memos you can store
is dependent only on the memory available on your handheld. A record in Memo
Pad is called a “memo.”
To create a new memo:
1. Tap the Home icon
.
2. Tap the Memo Pad icon
to display the Memo list.
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Chapter 10 Using Memo Pad
3. Tap New.
Tap
New
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.
4. Enter the text you want to appear in the memo. Use the carriage return stroke
to move down to new lines in the memo.
5. 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.
To review a memo:
1. In the Memo list, tap the text of the memo.
Tap a
memo to
review its
contents
2. Review or edit the text in the memo.
3. Tap Done.
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Memo Pad menus
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.
The Record and Options menus differ depending on whether you’re displaying
the Memo list or an individual memo.
Record menus
Options menus
Memo list
Memo screen
Memo screen
Memo list
Preferences
Displays the Memo Preferences dialog box, where you define the
sort order for memos.
About Memo Pad
Shows version information for Memo Pad.
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Chapter 10 Using Memo Pad
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CHAPTER 11
Using Note Pad
Note Pad provides a place to take notes in your own handwriting. You can
use Note Pad to do everything you might do with a piece of paper and a
pencil. Use Note Pad to do the following:
■ Take notes, draw a sketch, or write any kind of message directly on your
handheld screen. Later, you can enter this information into other applications.
■ Set an alarm to use your notes as reminder messages.
■ Assign notes to categories so that you can organize and view them in logical
groups.
■ Copy and paste notes into popular computer applications like Microsoft Word
using Palm™ Desktop software and HotSync® technology.
To open Note Pad:
1. Tap the Home icon
.
2. Tap the Note Pad icon
.
Creating a note
A record in Note Pad is called a “note.” You can assign each note a title and store
as many notes as permitted by the memory available on your handheld.
To create a new note:
1. Tap the Home icon
.
2. Tap the Note Pad icon
.
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Chapter 11 Using Note Pad
NOTE If Note Pad is already running, tap New.
Enter title here
Write
information
here
Pen selector
3. Write the information directly on the handheld screen.
TIP Tap the pen selector to choose a different pen width, or choose the eraser
to remove unwanted strokes.
4. (Optional) Select the time at the top of the screen and enter a title using Graffiti®
writing.
5. Tap Done.
Reviewing notes
The note title and the date you created the note appear in the Note Pad list. If you
did not assign a title to your note, the time you created the note appears as the note
title. This makes it easy to locate and review your notes.
To review a note:
1. In the Note Pad list, tap the note title.
Tap arrows to scroll to
next and previous notes
Tap a note
to view its
contents
2. Review or edit the contents of the note.
3. Tap Done.
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Clearing a note
Clearing a note
You can erase the drawing area in a note while retaining the note title.
To clear a note:
1. In the Note Pad list, tap the note title.
2. Tap the Menu icon
.
3. Tap Edit, and then tap Clear Note.
Setting an alarm for a note
You can set an alarm for a specific time and date to remind you to follow-up on a
note.
To set an alarm for a note:
1. Tap the note to which you want to assign an alarm.
2. Tap the Menu icon
.
3. Tap Options, and then tap Alarm.
4. Tap the Time box.
5. Tap the hour and minute columns to select the time you want the alarm to occur.
Tap here to
select minutes
Tap here to
select hour
6. Tap the Date box.
Tap here to select year
Tap here to select month
Tap here to select date
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Chapter 11 Using Note Pad
7. Tap the year, month, and date you want the alarm to sound.
After you tap the date, the Set Alarm dialog box reappears.
8. Tap OK.
9. When the alarm goes off and the reminder message appears, 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 in five minutes, and an attention indicator
blinks in the upper-left corner of the screen to remind you of the pending
alarm. When the reminder message reappears, the current time displays in
the Reminder bar and the note title displays on the screen.
NOTE If you did not title the note, the time the note was created displays
on the screen.
– Tap Go To to open Note Pad. Note Pad will open and display the note
associated with the alarm.
Note Pad menus
Note Pad menus are shown here for your reference, and Note Pad features that are
not explained elsewhere in this book are described here.
The Record and Options menus differ depending on whether you’re displaying the
Note Pad list or an individual note.
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Note Pad menus
Record menus
Options menus
Note Pad list
Note screen
Note Pad list
Note screen
Preferences
Displays the Note Pad Preferences dialog box, where you define
the sort order for notes and the alarm sound.
About Note Pad
Shows version information for Note Pad.
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Chapter 11 Using Note Pad
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CHAPTER 12
Using Security
Your handheld comes with a Security application so that unauthorized users
cannot view the entries you wish to protect. Use Security to do the following:
■ Lock and turn off your handheld so that it does not operate until you enter the
correct password.
■ Mask all records that you mark as private so the information appears greyed
out.
■ 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.
To open Security:
1. Tap the Home icon
.
2. Tap the Security icon
.
Assigning a password
You can assign a password to protect your private records and to lock your
handheld.
To assign a password:
1. Tap the Home icon
2. Tap the Security icon
3. Tap the Password box.
4. Enter a password.
.
.
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Chapter 12 Using Security
5. (Optional) Enter a hint to help your remember your password if you forget it.
Tap here
6. Tap OK.
7. Enter the same password a second time, and tap OK.
Changing or deleting a password
Once you define a password for your handheld, 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
3. Tap OK.
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Locking your handheld
4. Do one of the following:
– To change the password and hint, enter the new password and hint, and tap
OK.
– To remove the password, tap Unassign.
Locking your handheld
You can lock your handheld so that it cannot be operated until your password is
entered. In the event that your handheld is lost or stolen, this helps protect your
data from unauthorized use. You can set your handheld to lock automatically, or
you can lock it manually.
Locking your handheld automatically
You can set your handheld to lock automatically when any one of the following
occur:
■ When you turn off the power
■ At a time you specify
■ After a period of inactivity you specify
To set your handheld to lock when you turn it off:
1. Tap the Home icon
.
2. Tap the Security icon
.
3. Tap the Auto Lock Handheld box, and then enter your password.
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Chapter 12 Using Security
4. Tap On power off.
5. Tap OK.
To set your handheld to lock at a preset time:
1. Tap the Home icon
.
2. Tap the Security icon
.
3. Tap the Auto Lock Handheld box, and then enter your password.
4. Tap At a preset time, and then use the arrows to set the time.
5. Tap OK.
To set your handheld to lock after a period of inactivity:
1. Tap the Home icon
.
2. Tap the Security icon
.
3. Tap the Auto Lock Handheld box, and then enter your password.
4. Tap After a preset delay.
Tap to select Minutes or Hours
Enter the amount of time
5. Enter the inactive period, then select Minute(s) or Hour(s) from the pick list.
6. Tap OK.
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Recovering from a forgotten password
IMPORTANT If you lock your handheld, you must enter the exact password to
re-activate your handheld. If you forget the password, your handheld will present the
hint you have entered to help you remember the password. If you still cannot
remember the password, you must perform a hard reset to resume using your
handheld. Performing a hard reset deletes all the records in your handheld; however,
Locking your handheld manually
You can turn off and lock your handheld manually.
To lock and turn off your handheld:
1. Tap the Home icon
2. Tap the Security icon
3. Tap Lock & Turn Off.
.
.
Tap Lock
and Turn
Off
4. Tap Off & Lock.
5. To start your handheld, turn it on and then enter the password.
Recovering from a forgotten password
If you forget your password, your handheld will display the password hint, if you
entered one, to help you remember the password. If you are still unable to
remember the password, you can delete it from your handheld. Deleting a
forgotten password also deletes all entries and files marked as Private.
If you synchronize with your computer before deleting a forgotten password, your
handheld 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. Tap Lost Password.
2. Tap Yes.
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Chapter 12 Using Security
Making records private
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.
Hiding or masking private records
You can hide or mask all records that you mark 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 handheld, you must enter it to
display private records.
To hide all private records:
1. Tap the Home icon
.
2. Tap the Security icon
.
3. Tap the Current Privacy pick list and select Hide Records.
Tap Hide
Records
4. Tap OK to confirm that you want to hide private records.
To mask all private records:
1. Tap the Home icon
.
2. Tap the Security icon
.
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Making records private
3. Tap the Current Privacy pick list and select Mask Records.
Tap Mask
Records
4. Tap OK to confirm that you want to mask private records.
To display all private records:
1. Tap the Home icon
.
2. Tap the Security icon
.
3. Tap the Current Privacy pick list and select Show Records.
If you do not have a password, hidden and masked records become visible.
If you have a password, the Show Private Records dialog box appears. Go to
step 4.
Tap
Show
Records
4. Enter your password, and then tap OK.
To unmask individual records:
1. Tap a masked record.
If you do not have a password, a masked record becomes visible.
If you have a password, the Show Private Records dialog box appears. Go to
step 2.
2. Enter your password, and then tap OK.
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Chapter 12 Using Security
To make a record private:
1. Display the entry that you want to make private.
2. In Note Pad only: Tap the Menu icon
3. Tap Details.
, and then tap Options.
4. Tap the Private check box to select it.
5. Tap OK.
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CHAPTER 13
Using To Do List
To Do List is a convenient place to create reminders and prioritize the things
that you have to do. Use To Do List to do the following:
■ Make a quick and convenient list of things to do.
■ Assign a priority level to each task.
■ Assign a due date for any or all of your To Do List items.
■ 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.
■ Attach notes to individual To Do List items for a description or clarification of
the task.
To open To Do List:
1. Tap the Home icon
2. Tap the To Do List icon
To Do List opens to display the category of items you last viewed.
.
.
Creating list items
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. Tap the Home icon
.
2. Tap the To Do List icon
.
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Chapter 13 Using To Do List
3. Tap New.
New To
Do item
Tap New
4. Enter the text of the To Do List item. The text can be longer than one line.
5. 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.
When you create a new To Do List item, its priority is automatically set to 1, the
highest (most important) level. If you select another item first, however, the item
you create appears beneath the selected item and is given the same priority as the
selected item.
To set the priority of a To Do List item:
1. Tap the Priority number on the left side of the To Do List item.
Tap here
Tap to
select
priority
2. Tap the Priority number that you want to set (1 is most important).
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Checking off a To Do List item
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
chapter.
To check off a To Do List item:
■ 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.
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.
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Chapter 13 Using To Do List
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 open the Due Date pick list.
Tap here
2. Tap the date that you want to assign the item:
To day
Assigns the current date.
To mo rrow
One week later
No Date
Assigns tomorrow’s date.
Assigns the date exactly one week from the current 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.
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.
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To Do List menus
2. Select any of the following settings:
Show Completed
Items
Displays your completed items in the To Do List. If you turn
off this setting, your To Do 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 handheld. Purge completed items to remove
them from memory.
Show Only Due
Items
Shows only the items that are currently due, 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
Completion Date
Replaces the due date with the actual date when you complete
(check) the item. If you do not assign a due date to an item, the
completion date still records when you complete the item.
Show Due Dates
Displays the due dates associated with items in the To Do List
and displays an exclamation mark next to items that remain
incomplete after the due date passes.
Show Priorities
Shows the priority setting for each item.
Shows the category for each item.
Show 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.
Record menu
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CHAPTER 14
Performing HotSync® Operations
HotSync® technology enables you to synchronize data between one or more
Palm OS® handhelds and Palm™ Desktop software or another PIM such as
Microsoft Outlook. To synchronize your data, connect the HotSync cable to your
computer and your handheld or use infrared (IR) communications.
This chapter describes how to select HotSync options and how to perform a
HotSync operation via infrared communications. It also provides information
about performing your first 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 on a Windows computer:
™
1. Click the HotSync icon
in the Windows system tray (bottom-right corner
of the taskbar).
2. Select Setup.
3. Click the General tab and select one of the following options:
Always available
Adds HotSync Manager to the Startup folder and constantly
monitors the communication port for synchronization
requests from your handheld. With this option, the
HotSync Manager synchronizes data even when
Palm Desktop software is not running.
Available only when
Palm Desktop
software is running
Starts HotSync Manager and monitors requests
automatically when you open Palm Desktop software.
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Chapter 14 Performing HotSync® Operations
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 OK.
To set the HotSync options on a Mac:
1. Double-click the HotSync Manager icon in the Palm folder.
2. Click the HotSync Controls tab and select any of the following options.
HotSync Enabled/
Disabled
Activates the HotSync software and prepares your computer
to synchronize with your handheld. The default setting is
Enabled; whenever you start your computer, HotSync
operations are enabled.
Enable HotSync
software at
system startup
Activates the transport monitor automatically each time you
start your computer. If this option is not checked, you must
open HotSync Manager and select the Enabled option before
you can perform a HotSync operation.
Show more detail
in HotSync Log
Includes more troubleshooting information in the log that is
generated when you perform a HotSync operation.
3. Close the HotSync Software Setup window.
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Customizing HotSync application settings
Customizing HotSync application settings
For each application, you can define a set of options that determines how records
are handled during synchronization. These options are called a “conduit.” By
default, a HotSync operation synchronizes all files between the handheld and
Palm Desktop software.
In general, 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
handheld 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, Note Pad,
Expense and Memo Pad, Palm Desktop software includes System and Install
conduits. The System conduit backs up the system information stored on your
handheld, including Graffiti® ShortCuts. The Install conduit installs add-on
applications on your handheld.
To customize HotSync application settings on a Windows computer:
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, select Custom.
3. Select the appropriate username from the list.
4. Select an application in the Conduit list.
NOTE Some options shown may not be available on your handheld.
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Chapter 14 Performing HotSync® Operations
5. Click Change.
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.
NOTE If you want to save your new settings as the default, click Default in the
Custom window after you set them for each application.
To customize HotSync application settings on a Mac:
1. Double-click the Palm Desktop icon in the Palm folder.
2. From the HotSync menu, select Conduit Settings.
3. From the User pop-up menu, select the appropriate username.
4. Select an application in the Conduit list.
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Performing cable HotSync operations
5. Click Conduit Settings.
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, click Make Default.
Thereafter, whatever you selected as the default setting is used for HotSync
operations.
7. Click OK.
8. Repeat steps 4 through 7 to change conduit settings for other applications.
9. Close the Conduit Settings window.
Performing cable HotSync operations
The simplest way to synchronize data is to perform a direct HotSync operation by
connecting your handheld to the cable, turning on your handheld, and tapping the
Favorite icon
.
IMPORTANT You must perform your first HotSync operation with a local, direct
connection.
Performing a HotSync operation for the first time: Windows
When you installed Palm Desktop software, you entered a username. This
username is the connection between your handheld and your computer. The first
time you synchronize your data, you are prompted to enter your username in
Palm Desktop software. After you enter this information and synchronize, the
HotSync Manager recognizes your handheld and doesn’t ask for this information
again.
If you are a System Administrator preparing several handhelds for a group of
this chapter before performing the following steps.
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Chapter 14 Performing HotSync® Operations
The following steps assume that you have already installed Palm Desktop
To perform a local HotSync operation on a Windows computer:
1. Connect your handheld to your computer using the HotSync cable.
2. If the HotSync Manager is not running, start it. You can do this by starting
Palm Desktop software which automatically opens the HotSync Manager.
Alternatively, you can click Start on the Windows desktop, and then choose
Programs. Navigate to the Palm Desktop software program group and choose
HotSync Manager.
NOTE You can check the Windows system tray to see if HotSync Manager is
running. If it is running, the HotSync icon is displayed.
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Performing cable HotSync operations
3. Turn on your handheld and tap the Favorite icon
.
IMPORTANT The first time you perform a HotSync operation, you must enter a
username in the New User dialog box and click OK. Every handheld should have
a unique name. To prevent loss of a user’s records, never try to synchronize more
than one handheld to the same username.
The HotSync Progress dialog box appears and synchronization begins.
4. Wait for a message on your handheld indicating that the process is complete.
After the HotSync process is complete, you can disconnect your handheld from
the cable.
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Chapter 14 Performing HotSync® Operations
Performing a HotSync operation for the first time: Mac
When you installed Palm Desktop software, you entered a username. This
username is the connection between your handheld and your computer.
The first time you perform a HotSync operation, the Palm Desktop software:
■ Adds a username to your handheld.
■ Creates a folder for the username in the Users folder inside the Palm folder. For
example, if you entered Jane Garcia as your username, a folder called Jane
Garcia is created in the Users folder.
■ Creates a file named User Data in your username folder.
NOTE Usernames appear in the User pop-up menu in the Palm Desktop toolbar. You
can change users by selecting a new name in the pop-up menu.
Each subsequent time you perform a HotSync operation, HotSync Manager reads
the username from your handheld and synchronizes the data in the folder of the
same name.
NOTE Be sure you select the correct username from the User pop-up menu before
entering data on Palm Desktop or performing a HotSync operation.
If you are a System Administrator preparing several handhelds for a group of
Chapter 14 before performing the following steps.
The following steps assume that you have already installed Palm Desktop
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Performing cable HotSync operations
To perform a local HotSync operation on a Mac:
1. Connect your handheld to your computer using the HotSync cable.
2. Make sure HotSync Manager is enabled: Double-click the HotSync Manager
icon in the Palm folder. Click the HotSync Controls tab and make sure the
Enabled option is selected.
3. Turn on your handheld and tap the Favorite icon
.
The HotSync Progress dialog box appears followed by the Select User dialog
box.
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Chapter 14 Performing HotSync® Operations
4. In the Select User dialog box, select the username you entered when you
installed the Palm Desktop software, and click OK.
The HotSync Progress dialog box reappears and synchronization begins.
5. Wait for a message on your handheld indicating that the process is complete.
After the HotSync process is complete, you can disconnect your handheld from
the cable.
IR HotSync operations
You can use the IR port on your handheld to perform HotSync operations. When
you perform an IR HotSync operation, you don’t need your cable. However, you
must have a computer that is equipped with an IR port and supports the IrCOMM
implementation of the Infrared Data Association (IrDA). This is especially useful
if you travel with an infrared-enabled laptop. You simply enable infrared
communication on your laptop and handheld 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:
■ Your computer must support the IrCOMM implementation of the IrDA
standards.
■ Your computer must have an enabled infrared port that is built into the
computer, or an enabled infrared device attached to the computer.
■ Some desktop computers may 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.
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IR HotSync operations
■ Your computer must have an installed infrared driver.
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.
Check your computer’s documentation to learn if the computer supports infrared
communication.
Configuring HotSync Manager for infrared communication
Next, you need to configure HotSync Manager for infrared communication.
To configure HotSync Manager for infrared communication on a Windows computer:
1. Click the HotSync Manager icon
in the Windows system tray, and make sure
Infrared is checked. If you do not have an Infrared option on the HotSync
Manager menu, complete the following steps.
2. Make sure Local Serial is checked on the menu.
3. Select Setup.
4. Click the Local tab.
5. In the Serial Port selector, select the simulated port that your computer uses for
infrared communication.
NOTE See the documentation for your operating system for instructions on
finding the simulated port. This information is usually located in the Control
Panel.
6. Click OK.
NOTE You can continue to use your cable while HotSync Manager is configured for
infrared communication.
To configure HotSync Manager for infrared communication on a Mac:
1. Double-click the HotSync Manager icon in the Palm folder.
2. In the HotSync Controls tab, select Enabled.
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Chapter 14 Performing HotSync® Operations
3. Click the Connection Settings tab.
4. Select the On check box next to IR Port.
5. Close the HotSync Software Setup window.
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. Tap the Home icon
2. Tap the HotSync icon
3. Tap Local.
.
.
4. Tap the pick list below the HotSync icon and select IR to PC/Handheld.
5. Position the IR port of your handheld within a couple of inches of the infrared
port of your computer.
6. Tap the HotSync icon to start the IR HotSync operation.
Tap here
to start IR
HotSync
operation
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Remote HotSync operations
Remote HotSync operations
You can use a modem and an infrared-enabled phone to synchronize your
handheld when you are away from your computer.
NOTE The first HotSync operation must be local, using the cable. After that, you can
perform a remote HotSync operation.
To perform a remote HotSync operation you need the following:
■ A modem connected to your computer.
■ Palm Desktop software configured for use with the modem.
■ An infrared-enabled phone.
■ A configuration for the kind of modem connection you want to make.
Preparing your computer
There are a few steps you must perform to prepare your computer for a remote
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 handheld.
To prepare your Windows computer for a remote 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). This helps to avoid conflicts with the COM port. You
should also make sure that your computer does not go into sleep mode.
2. Start HotSync Manager if it is not already running, and from the
HotSync Manager menu, select Modem.
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Chapter 14 Performing HotSync® Operations
3. Adjust the following options as needed.
Serial Port
Speed
Identifies the port for the modem. If you are unsure of the port
assignment, look at the Modem Properties in the Windows
Control 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 handheld to find and use the fastest speed.
Modem
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.
Setup String
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.
4. Click OK.
To prepare a Mac for a remote HotSync operation:
1. Confirm that the computer modem is connected and turned on, and that no
communications applications, such as fax or telephony software, or AppleTalk
networking are running on that serial port.
NOTE Make sure your computer is disconnected from all online services, such
as CompuServe and America Online (AOL). This helps to avoid conflicts with
the serial port. In addition, your computer must be on, and it should not be in
sleep mode when receiving a call from a remote handheld.
2. Double-click the HotSync Manager icon in the Palm folder.
3. Click the HotSync Controls tab and enable the Transport Monitor, if it is not
already enabled.
4. Click the Connection Settings tab.
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Remote HotSync operations
5. Select the On check box of the modem connection you’re using, and then click
Settings.
6. In the Settings dialog box, select Modem as the connection type, if it is not
already selected.
7. Select the appropriate modem type. Click OK.
8. Close the HotSync Software Setup window.
Preparing your handheld
There are a few steps you must perform to prepare your handheld for a remote
HotSync operation.
To prepare your handheld for a remote HotSync operation:
1. Tap the Home icon
2. Tap the HotSync icon
3. Tap Modem.
.
.
NOTE To change the speed setting of the connection between your handheld
4. Tap the Enter phone # field.
Tap here
5. Enter the telephone number to access the modem connected to your computer.
TIP You can enter a comma in the field to introduce a “pause” in the dialing
sequence. Each comma equals a two-second pause.
NOTE If the phone line you’re using for the handheld has call waiting, disable
call waiting to avoid an interruption during the remote HotSync operation.
Contact your phone service provider to find out how to disable call waiting.
6. Tap OK.
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Chapter 14 Performing HotSync® Operations
Selecting the conduits for a remote HotSync operation
The Conduit Setup dialog box on your handheld enables you to define which files
and/or applications synchronize during a remote HotSync operation. You can use
these settings to minimize the time required to synchronize data with a modem.
NOTE These settings only apply when you perform a remote HotSync operation.
During a local HotSync operation using your cable, everything is synchronized.
To change the Conduit Setup for a remote HotSync operation:
1. Tap the Home icon
2. Tap the HotSync icon
3. Tap the Menu icon
.
.
.
4. Tap Options, and then tap Conduit Setup.
5. Tap the check boxes to deselect the files and applications that you do not want
to synchronize during a remote HotSync operation. The default setting is to
synchronize all files.
NOTE Applications that do not have a database (such as games) do not
synchronize—even if you select the item in the Conduit Setup dialog box.
6. Tap OK.
Performing a remote HotSync operation
After you prepare your computer and your handheld, and select your Conduit
Setup options, you are ready to perform a remote HotSync operation.
To perform a remote HotSync operation:
1. Tap the Home icon
.
2. Tap the HotSync icon
.
3. Tap the Modem icon
to dial the Palm Desktop modem and synchronize the
applications.
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Returning to cable HotSync operations
4. Wait for the HotSync operation to complete. If you have any problems
Returning to cable HotSync operations
It’s easy to return to using the cable for HotSync operations. You can even leave
your handheld set to perform IR HotSync operations and still use the cable. 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 the cable
because your handheld is set to perform IR HotSync operations.
To return to cable HotSync operations on a Windows computer:
1. Connect the cable to the USB port of your computer you use for HotSync
operations.
2. Click the HotSync Manager icon
in the Windows system tray, and select
Local USB if it is not already checked.
To return to cable HotSync operations on a Mac:
■ Simply connect the cable to the USB port of your computer you use for HotSync
operations.
Using File Link
The File Link feature enables you to import Address Book and Memo Pad
information onto your handheld 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 handheld. 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)
■ Address Book archive (*.aba)
■ Text (*.txt)
For information on how to set up a file link, see the Palm Desktop online Help.
NOTE The File Link feature is not available in Palm Desktop software for the Mac.
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Chapter 14 Performing HotSync® Operations
Creating a user profile
A user profile enables you to install the same set of data onto multiple Palm OS
handhelds before each handheld is individualized with a specific username and
data file.
A handheld that is preconfigured with a user profile can be given to anyone
because the handheld is not yet identified by a unique username. The handheld
acquires a unique username when the new user performs his or her first local
HotSync operation.
For example, suppose a sales organization wants to distribute two dozen
handhelds that all have a common company phone list, a set of memos, and several
key applications. A user profile can be created to install the common data before
the handhelds are distributed to the employees who will use them. Then when the
employees perform their first HotSync operation, the common data becomes part
of their individual data file.
NOTE The handhelds that are synchronized with a user profile must either be new
ones that have never been synchronized or handhelds that have had their username
and data removed by a hard reset.
To create a user profile on a Windows computer:
1. Open Palm Desktop software.
2. From the Tools menu, select Users.
3. Click Profiles.
4. Click New.
5. Enter a unique name for the profile and click OK.
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Creating a user profile
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).
To create a user profile on a Mac:
1. Open Palm Desktop software.
2. From the User pop-up menu, select Edit Users.
3. Click New Profile.
4. Enter a unique name for the profile and click OK.
5. Close the Users window.
6. From the User pop-up menu, select the new profile.
7. Create the data for the profile (such as a company phone list).
8. From the HotSync menu, select Conduit Settings.
application settings” earlier in this chapter for details.
Performing the first HotSync operation with a user profile
After you create a user profile, you must perform a HotSync operation to transfer
the profile data to the handheld.
To use a profile for the first-time HotSync operation on a Windows computer:
1. Connect the new handheld to the cable.
2. Tap the Favorite icon
.
3. Click Profiles.
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Chapter 14 Performing HotSync® Operations
4. Select the profile you want to load on the handheld, and click OK.
5. Click Yes to transfer all the profile data to the handheld.
The next time you perform a HotSync operation, Palm Desktop software prompts
you to assign a username to the handheld.
To use a profile for the first-time HotSync operation on a Mac:
1. Connect the new handheld to the cable.
2. Tap the Favorite icon
.
3. Select the profile you want to load on the handheld, and click OK to transfer all
the profile data to the handheld.
The next time you perform a HotSync operation with this handheld,
Palm Desktop software prompts you to assign a username to the handheld.
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CHAPTER 15
Setting Preferences for Your Handheld
The Preferences screens enable you to customize the configuration options on your
handheld, including the following:
Buttons
Assign different applications to the buttons on the front panel
of your handheld, the Favorite icon in the Graffiti® writing
area, and reassign the full-screen pen stroke command.
Pen
Change the assignment of the full-screen pen stroke.
Connection
Configure cable, IR to phone, and IR to PC/handheld
communication settings.
Date and Time
Digitizer
Set the date, time, time zone, and Daylight Saving switch.
Calibrate the screen on your handheld.
Formats
Set the country default and the formats for dates, times,
calendar, and numbers.
General
Set the auto shut-off interval, on while charging option,
system, alarm, and game sounds, and the Beam Receive
feature.
Network
Owner
Configure the TCP/IP software that is included in the
handheld operating system.
Assign your name, phone number, and other owner
information to your handheld.
ShortCuts
Define a list of Graffiti abbreviations.
To open the Preferences screens:
1. Tap the Home icon
.
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.
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Chapter 15 Setting Preferences for Your Handheld
Buttons preferences
The Buttons Preferences screen enables you to associate different applications with
the buttons on the front of the handheld.
For example, if you find that you seldom use Address Book and often use
Memo Pad, you can assign the Address Book button to start Memo Pad.
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 change the Buttons preferences:
1. Tap the pick list next to the button you want to reassign.
Tap arrow to show pick
list
2. Tap the application that you want to assign to the button.
TIP To restore all 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.
Drag to top of screen
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Connection preferences
To change the Pen preferences:
1. Tap Pen.
2. Tap the pick list and select one of the following settings for the full-screen pen
stroke:
Keyboard
Opens the onscreen keyboard for entering text characters.
Graffiti Help
Opens a series of screens that show the complete Graffiti
character set.
Turn Off & Lock
Beam Data
Turns off and locks the handheld. You must assign a
password to lock the handheld. When locked, you need to
enter the password to use your handheld.
Beams the current record to another device with an IR port.
3. Tap OK.
Connection preferences
The Connection Preferences screen enables you to define the settings used to
connect your handheld to other devices. 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 handheld.
For example, an IR to phone connection appears on the list. If you want to set up
this connection, you only need to specify the phone setup to complete the
configuration.
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Chapter 15 Setting Preferences for Your Handheld
You can also create custom configurations, which include the following:
PC via Cable: A local HotSync® connection: the direct
connection between your handheld and your desktop
computer. Your handheld is connected to the cable, and the
cable is attached to the USB port of your desktop computer.
PC via Infrared: A connection between the IR port of your
handheld and the infrared device of your computer or laptop.
Modem via Infrared: A connection between the IR port of your
handheld and a modem. The modem can be attached to or
within a mobile phone or some other device containing an IR
port. (Some IR phones contain modems.)
Configuring an IR to phone connection
The following example shows you how to edit the IR to Phone connection to adjust
the communication speed between your handheld and phone; you can similarly
edit other connections or settings. You can use the IR to Phone connection to
perform a remote IR HotSync operation. To accomplish the HotSync operation,
your handheld sends data through its IR port to a modem attached to or within a
mobile phone, which then dials a modem attached to or within your desktop
computer, to synchronize with your Desktop application.
To edit the IR to Phone connection:
1. Select the IR to Phone connection and tap Edit.
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Date and Time preferences
2. Tap Details.
Tap here
3. Tap the Speed pick list and select the appropriate speed.
4. Enter the initialization string supplied by the documentation for the modem
attached to your mobile phone, if necessary.
5. Tap OK, and then tap OK again to save the configuration.
After you create the configuration, you need to set up HotSync Manager and the
HotSync application on your handheld to perform a modem HotSync operation.
Date and Time preferences
The Date and Time Preferences screen enables you to set the date, time, time zone,
Digitizer preferences
The Digitizer Preferences screen opens the digitizer calibration screen. This is the
same screen that appears when you start your handheld 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 handheld.
Country default
The country default sets date, time, week start day, and number conventions based
on geographic regions where you might use your handheld. 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.
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Chapter 15 Setting Preferences for Your Handheld
All your handheld applications use the Country default settings. You can,
and numbers formats” later in this chapter.
To set the country default:
1. Tap the country name pick list.
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 handheld.
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 handheld that display a calendar.
4. Tap the Numbers pick list, and select formats for the decimal point and
thousands separator.
General preferences
The General Preferences screen enables you to set the auto shutoff interval, on
while charging option, alarm options, sounds for your handheld, and the Beam
Receive feature.
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General preferences
Auto-off delay
Your handheld 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 handheld.
If you find that your handheld 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, 2 minutes, or 3 minutes.
On while charging settings
You can choose to leave your handheld on when it is connected to the HotSync
cable, or when you are recharging the battery, so you can continue to view your
data.
To change the on while charging settings:
■ Tap the On While Charging check box to leave your handheld on when it is
attached to the cable or power adapter.
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Chapter 15 Setting Preferences for Your Handheld
System, alarm, and game sounds
Your handheld uses a variety of sounds. The System, Alarm, and Game Sound
settings enable you to turn the sounds on or off, and to adjust the volume level.
To set the system and alarm sounds:
1. 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 handheld. It also results in a slight saving of battery
power.
To change the Beam Receive setting:
■ Tap the Beam Receive pick list and select On or Off.
Network preferences and TCP/IP software
The Network Preferences settings enable you to use the TCP/IP software that is
included in the handheld operating system. You can use the TCP/IP software to
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 handheld can use a modem to communicate with remote devices. For example,
you can communicate with your ISP server, or with your computer if you are
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.
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Network preferences and TCP/IP software
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
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 ISP or dial-in server.
Service templates are a set of ISP and dial-in server configuration settings that you
can create, save, and reuse.
To select a service:
1. Tap the Service pick list.
Tap here to display a
list of service
templates
2. Tap the predefined service template you want to use.
Entering a username
The User Name setting identifies the name you use when you log into your ISP or
dial-in server. Although this field can contain multiple lines of text, only two lines
appear onscreen.
To enter a username:
1. Tap the User Name field.
2. Enter your username.
Enter your
username here
NOTE Most dial-in servers do not accept spaces in the username.
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Chapter 15 Setting Preferences for Your Handheld
Entering a password
The Password box identifies the password you use to log into your ISP or dial-in
server. Your entry in this field determines whether your handheld prompts you to
enter a password each time you log into your network:
■ If you do not enter a password, your handheld displays the word “Prompt” in
this field and asks you to enter a password during the login procedure.
■ If you enter a password, your handheld displays the word “Assigned” in this
field and does not prompt you to enter a password during the 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 ISP or dial-in server.
Enter password here
Tap here
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
information about creating and configuring connection settings.
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Network preferences and TCP/IP software
To select a connection:
1. Tap the Connection pick list.
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 handheld 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&T and Sprint
long-distance services. However, because MCI works differently, MCI customers
need to put the calling card 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.
Enter your ISP phone
number here
3. If you need to enter a prefix or disable call waiting, skip to those procedures.
Otherwise, tap OK.
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Chapter 15 Setting Preferences for Your Handheld
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.
Select this
Enter your
box if you
prefix here
needto usea
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.
Select this
box if you
Enter your disable
need to
code here
disable call
waiting
2. Enter the code to disable call waiting on the Disable call waiting line.
NOTE Each telephone company assigns a code to disable call waiting. Contact
your local telephone company for the code that is appropriate for you.
3. Tap OK.
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Network preferences and TCP/IP software
Using a calling card
The Use calling card field enables you to use your calling card when dialing your
ISP or dial-in 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.
Select this
box to use a
calling card
Enter your
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 ISP or 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
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Chapter 15 Setting Preferences for Your Handheld
To establish a connection:
■ Tap Connect to dial the current service and display the Service Connection
Progress messages.
Tap Connect
TIP To see expanded Service Connection Progress messages, press the lower
Scroll button.
To close a connection:
■ Tap Disconnect to terminate the connection between your handheld and your
service.
Creating additional service templates
If your service is not in the list of 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.
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Network preferences and TCP/IP software
Adding detailed information to a service template
If you are using one of the predefined service templates, you probably only need
to enter your username 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.
Select connection type
3. Tap the Connection type pick list and select one of the following connection
types:
PPP
Point-to-Point protocol
SLIP
CSLIP
Serial Line Internet Protocol
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 handheld waits before dropping
the connection with your ISP or dial-in server when you switch out of a TCP/IP
application.
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Chapter 15 Setting Preferences for Your Handheld
To set the Idle timeout:
1. Tap the Idle timeout pick list and select one of the following options:
1 minute
Waits one minute for you to open another application before it
drops the connection.
2 minutes
3 minutes
Never
Waits two minutes.
Waits three minutes.
Keeps your PPP or SLIP connection until you turn off your
handheld (or until it times out). This option works best with the
PalmModem accessory.
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 specific 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.
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Network preferences and TCP/IP software
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.
To identify dynamic IP addressing:
■ Tap the IP Address check box to select it.
Tap to select automatic IP
address
To enter a permanent IP address:
1. Tap the IP Address check box to deselect it and display a permanent IP address
field below the check box.
2. Tap the space to the left of the first period then enter the first section of the IP
address.
NOTE Each 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 into a network
server, for example, your corporate network or your 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 into the corporate
servers from your handheld using a modem or network connection. The script is
generally prepared by the System Administrator and distributed to users who
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Chapter 15 Setting Preferences for Your Handheld
need it. It automates the events that must take place in order to establish a
connection between your handheld and the corporate servers.
You can create login scripts in two ways:
■ In a text editor on your desktop computer, in which you create a file with the
extension PNC, which you then install on your handheld using the Install Tool
(this method is not available to Mac users)
■ In the Login Script dialog box on your handheld, accessed from the Details
dialog box in Network Preferences
Tap here to see the list of
available commands
NOTE You can also use non-ASCII and literal characters in your login script. See
Appendix C for more information.
Creating a login script on your handheld
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
To create a login script:
1. Tap Script.
2. Tap the End pick list.
Tap here
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Network preferences and TCP/IP software
3. Tap the command you want from the Command list. If the command requires
additional information, a field appears to the right of it for you to enter the
information. The following commands are available:
Wait For
Tells your handheld to wait for specific characters from the
TCP/IP server before executing the next command.
Wait For
Prompt
Detects a challenge-response prompt coming from the server
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
handheld. 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
Send User ID
Transmits a carriage return or LF character to the TCP/IP server
to which you are connecting.
Transmits the User ID information entered in the User ID field of
the Network Preferences screen.
Send
Password
Transmits the password entered in the 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
Get IP
Prompt
End
Tells your handheld to wait a specific number of seconds before
executing the next command in the login script.
Reads an IP address and uses it as the IP address for your
handheld. This command is used with SLIP connections.
Opens a dialog box and prompts you to enter text of some kind
(for example, a password or a security code).
Identifies the last line in the login script.
4. Repeat steps 2 and 3 until the login script is complete.
5. Tap OK.
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.
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Chapter 15 Setting Preferences for Your Handheld
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
about choosing menu commands.
Service menu
Options menu
TCP/IP troubleshooting
If you are having a problem establishing a network connection using TCP/IP, 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 the Menu icon
.
2. Tap Options, and then tap View Log.
3. Tap the up and down arrows of the scroll bar to see the entire Network Log.
4. Tap Done.
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Owner preferences
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 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
handheld.
If you use the Security application to turn off and lock your handheld with a
password, information that you put in the Owner Preferences displays the next
more information on setting a password for your handheld.
To enter the Owner preferences:
■ Enter the text that you want to associate with your handheld 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.
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.
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Chapter 15 Setting Preferences for Your Handheld
ShortCuts preferences
The ShortCuts Preferences screen enables you to define abbreviations for entering
text with Graffiti strokes. This section describes how to create, edit, and delete a
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 handheld 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.
Tap New
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.
ShortCut
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ShortCuts preferences
Editing a ShortCut
After you create a ShortCut, you can modify it at any time.
To edit a ShortCut:
1. Tap the ShortCut you want to edit.
2. Tap Edit.
3. Make the changes you want and tap OK.
Deleting a ShortCut
If you no longer need a ShortCut, you can delete it from the list of ShortCuts.
To delete a ShortCut:
1. Tap the ShortCut you want to delete.
2. Tap Delete.
3. Tap Yes.
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Chapter 15 Setting Preferences for Your Handheld
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APPENDIX A
Maintaining Your Handheld
This chapter provides information on the following:
■ Proper care of your handheld
■ Prolonging battery life
■ Resetting your handheld
Caring for your handheld
Your handheld is designed to be rugged and reliable and to provide years of
trouble-free service. Please observe the following general tips when using your
handheld:
■ Take care not to scratch the screen of your handheld. Keep the screen clean.
When working with your handheld, 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 handheld screen.
■ Your handheld 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 handheld as you would a pocket calculator
or other small electronic instrument.
■ Take care not to drop your handheld or subject it to any strong impact. Do not
carry your handheld in your back pocket: if you sit on it, you may damage it.
■ Protect your handheld from temperature extremes. For example, do not leave
your handheld on the dashboard of a car on a hot day or on a day when
temperatures are below freezing, and keep it away from heaters and other heat
sources.
■ Do not store or use your handheld in any location that is extremely dusty,
damp, or wet.
■ Use a soft, damp cloth to clean your handheld. If the surface of the handheld
screen becomes soiled, clean it with a soft cloth moistened with a diluted
window-cleaning solution.
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Appendix A Maintaining Your Handheld
Battery considerations
Your handheld comes with a Lithium-ion battery which is recharged each time
you connect the handheld to the power adapter. On some computers, your
handheld may recharge at a slower rate when it is connected to your computer
with its USB cable.
Please note the following considerations about the batteries in your handheld:
■ Under normal conditions, your handheld battery should remain charged by
connecting it to the power adapter for just a few minutes each day. You can
conserve battery life by changing the Auto-off setting that automatically turns
Chapter 15 for more information.
■ If the battery becomes low in the course of normal use, an alert appears on the
handheld screen describing the low battery condition. If this alert appears,
perform a HotSync® operation to back up your data; then recharge the unit. This
helps prevent accidental data loss.
■ If the battery drains to the point where your handheld does not operate, 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 handheld. If your
handheld does not turn on when you press the power button, you should
recharge the unit immediately.
■ 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. If you backed up
your data using Palm™ Desktop software, you can restore your data using a
HotSync operation.
■ There are no serviceable parts inside your handheld, so do not attempt to open
the unit.
■ If you ever dispose of your handheld, please dispose of it without damaging the
environment. Take your handheld to your nearest environmental recycling
center.
Resetting your handheld
Under normal circumstances, you will not have to use the reset button. On rare
occasions, however, your handheld may no longer respond to buttons or the
screen. In this case, you need to perform a reset to get your handheld running
again.
Performing a soft reset
A soft reset tells your handheld to stop what it’s doing and start over again. All
records and entries stored in your handheld are retained with a soft reset. After a
soft reset, the Date and Time Preferences screen appears (to set date and time).
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Resetting your handheld
To perform a soft reset:
■ Use 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 handheld.
Reset button
Performing a hard reset
With a hard reset, all records and entries stored in your handheld 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 handheld.
2. While holding down the power button, use 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 Powered™ logo to appear; then release the power button.
4. When a message appears on the handheld screen warning that you are about to
erase all the data stored on your handheld, do one of the following:
Press the upper scroll button on the front panel of the handheld 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 time are retained. Formats Preferences
and other settings are restored to their factory default settings.
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Appendix A Maintaining Your Handheld
To restore your data from a Windows computer after a hard reset:
™
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, select Custom.
3. Select the appropriate username from the list.
4. Select an application in the Conduit list.
5. Click Change.
6. Select Desktop overwrites handheld.
NOTE Changing the HotSync setting from the default affects only the next
HotSync operation. Thereafter, the HotSync Actions revert to their default
settings. 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.
10. Perform a HotSync operation.
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Resetting your handheld
To restore your data from a Mac after a hard reset:
1. Double-click the HotSync Manager in the Palm folder.
2. From the HotSync menu, choose Conduit Settings.
3. From the Users pop-up menu, select the appropriate username.
4. Select an application from the list.
5. Click Conduit Settings.
6. Click Macintosh 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, click Make Default.
Thereafter, whatever you selected as the default setting is used for HotSync
operations.
7. Click OK.
8. Repeat steps 4 through 7 to change conduit settings for other applications.
9. Close the Conduit Settings window.
10. Perform a HotSync operation.
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Appendix A Maintaining Your Handheld
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APPENDIX B
Frequently Asked Questions
If you encounter a problem with your handheld, do not call Technical Support
until you have reviewed the following list of frequently asked questions, and you
have also reviewed the following:
■ The README file located in the folder where you installed the
Palm™ Desktop software on your computer
■ The Palm Desktop online Help
■ The Palm Desktop software for the Macintosh User’s Guide located in the
Documentation folder in the Palm Desktop software folder
under the Support section
■ The most recent Palm™ Zire™ handheld HelpNotes on your regional web site
If you are still having problems, contact Technical Support. For US and
NOTE Thousands of third-party add-on applications have been written for Palm OS®
handhelds. 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.
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Appendix B Frequently Asked Questions
Software installation problems
Problem
Solution
The Palm Desktop Installer Menu
did not appear when I inserted the
CD-ROM into my Windows
computer.
1. Click the Start button.
2. Select Run from the Start menu.
3. Click Browse.
4. Locate your CD-ROM or DVD drive and double-click
the autorun.exe file.
I cannot install Palm Desktop
software on my Windows
computer.
1. Disable any virus scanning software on your computer.
2. Press CTRL-ALT-DELETE and end all tasks except Systray
and Explorer.
NOTE If a dialog box with buttons appears instead of a
list of tasks, click the Task List button and then end all
tasks except Systray and Explorer.
3. Make sure your computer has at least 50MB of disk space
available.
4. Delete all temporary files.
5. Run ScanDisk on your computer.
6. Reinstall Palm Desktop software.
I cannot install Palm Desktop
software on a Mac.
1. Disable any virus scanning software on your computer.
2. Quit any open applications.
3. Make sure your computer has at least 25MB of disk space
available.
4. Reinstall Palm Desktop software.
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Operating problems
Operating problems
Problem
Solution
I don’t see anything on my
handheld’s screen.
■ Press an application button to ensure your handheld is
turned on.
■ Tap the Contrast icon
in the upper-right corner of the
Graffiti® writing area. If the Contrast dialog box appears,
adjust the contrast by holding down the up scroll button
for a few seconds. If this doesn’t work, hold the down
scroll button for a few seconds.
■ If your handheld was exposed to cold, make sure it is at
room temperature.
■ Make sure the batteries are charged. Check the electric
outlet you used to charge your handheld to make sure it
is working.
■ Perform a soft reset. If your handheld still doesn’t turn on,
Appendix A for information on how to perform both a
soft and hard reset.
IMPORTANT With a hard reset, all records and entries stored
in your handheld are erased. Never perform a hard reset
unless a soft reset does not solve your problem. You can
restore any data previously synchronized with your computer
I get a warning message telling me ■ Purge records from Date Book and To Do List. This
my handheld memory is full.
deletes To Do List items and past Date Book events from
to recover the memory.
■ Delete unused memos and records. If necessary, you can
■ If you have installed additional applications on your
handheld, remove them to recover memory.
My handheld keeps turning itself Your handheld is designed to turn itself off after a period of
off.
inactivity. This period can be set at one, two, or three
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Appendix B Frequently Asked Questions
My handheld is not making any Check the System, Alarm and Game Sound settings.
sounds.
My handheld has frozen.
Tapping and writing problems
Problem
Solution
wrong feature.
When I tap the Menu icon
nothing happens.
,
Not all applications or screens have menus. Try changing to
a different application.
I can’t get my handheld to
recognize my handwriting.
■ For your handheld to recognize handwriting input with
■ Make the Graffiti character strokes in the Graffiti writing
area, not on the display part of the screen.
■ 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.
■ Make sure that Graffiti is not shifted into extended or
accuracy when you write Graffiti characters.
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Application problems
Application problems
Problem
Solution
I tapped the Today button, but it Your handheld is not set to the current date. Make sure the
does not show the correct date.
Set Date box in the Date and Time Preferences screen
I know I entered some records, but ■ Check the Categories pick list (upper-right corner).
they do not appear in the
application.
Choose All to display all of the records for the application.
■ Check Security and confirm that Private Records is set to
Show private records.
■ In To Do List, tap Show and see if Show Only Due Items
is selected.
I am having problems listing
memos the way I want to see
them.
■ If you 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.
■ If you choose to view your memos alphabetically on
Palm Desktop software and then perform a HotSync
operation, the memos on your handheld still appear in
the order defined in the Memo Preferences setting. In
other words, the sort settings you use with
Palm Desktop software are not transferred to your
handheld.
I created an event in Date Book,
In the Week View, you cannot select overlapping events that
but it doesn’t appear in the Week have the same start time. If you have two or more events
View.
with the same start time, choose the Day View to see the
overlapping events.
I entered the euro symbol, but
after a HotSync operation it
doesn’t appear in my
You must have fonts that include the euro symbol on your
desktop computer. Check these web sites for additional
information:
Palm Desktop software.
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Appendix B Frequently Asked Questions
HotSync problems
Problem
Solution
I cannot perform a HotSync
operation; what should I check
to make sure I am doing it
correctly?
■ Make sure the USB cable is connected securely.
On a Windows computer, try the following:
■ Check the Windows system tray to make sure the
HotSync Manager is running. If it is not, open
Palm Desktop software.
■ Make sure you selected Local USB from the
HotSync Manager menu.
On a Mac, try the following:
■ Make sure HotSync Manager is enabled. If it is not, double-
click the HotSync Manager icon in the Palm folder and
enable HotSync Manager on the HotSync Controls tab.
I performed a HotSync
operation, but one of my
applications did not
synchronize.
■ On a Windows computer, click the HotSync Manager and
select Custom. Check that the correct conduit is active.
■ On a Mac, double-click the HotSync Manager icon. From
the HotSync menu, select Conduit Settings. Select your
username from the User pop-up menu, and check that the
correct conduit is active.
I am using Outlook as my PIM, ■ Click the HotSync Manager and select Custom. Check that
but I cannot perform a HotSync
operation.
the correct conduit is active.
■ Check that the correct conduit is installed. Reinstall the
HotSync Manager and make sure the correct conduit is
selected.
I cannot launch the HotSync
Manager.
■ Backup the Palm Desktop software, uninstall it, then
reinstall it.
I tried to do a local HotSync
operation, but it did not
complete successfully.
■ Make sure the USB cable is connected securely to your
handheld.
■ Check the connection between the cable and the USB port
on your computer.
■ Make sure the username you selected in
Palm Desktop software matches the username assigned to
your handheld.
■ Make sure the date on your computer matches the date on
your handheld.
■ Read the HotSync Log for the user account for which you
are performing a HotSync operation.
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HotSync problems
I tried to do a local HotSync
operation, but it did not
complete successfully.
(continued)
On a Windows computer, try the following:
■ Make sure HotSync Manager is running. If it is running,
close it, and restart it.
■ Make sure you selected Local USB from the
HotSync Manager menu.
On a Mac, try the following:
■ Make sure HotSync Manager is enabled on the HotSync
Controls tab in the HotSync Software Setup window.
I tried to do a remote (IR to
Check the following on your computer:
phone) HotSync operation, but
it did not complete successfully.
■ Make sure your computer is turned on and that it does not
shut down automatically as part of an energy-saving
feature.
■ Make sure the modem connected to your computer is
turned on and is connected to the outgoing phone line.
■ Make sure the modem is connected properly to your
computer and is connected to the incoming phone line.
On a Windows computer, check the following:
■ Make sure Modem is checked in the HotSync Manager
menu.
■ 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.
■ Confirm that the Speed setting in the Setup dialog box
works for your modem. If you have problems using the
As Fast As Possible option or a specific speed, try using a
slower speed.
■ 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.
■ Make sure your modem resets before you try again. (Turn
off your modem, wait a minute, then turn it back on.)
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Appendix B Frequently Asked Questions
I tried to do a remote (IR to
phone) HotSync operation, but
it did not complete successfully.
(continued)
On a Mac, check the following:
■ Make sure Modem is selected on the Connection Settings
tab in the HotSync Software Setup window.
■ You may need to select a different Modem type on the
Connection Settings tab. Most modems have a setup string
that causes them to send initial connection sounds to a
speaker. You can turn on the Modem Speaker option and
use these sounds to check the modem connection.
■ Make sure your modem resets before you try again. (Turn
off your modem, wait a minute, then turn it back on.)
■ Make sure the computer is not in sleep mode when you
attempt a HotSync operation.
Check the following on your handheld:
■ Make sure the dialing instruction dials the correct phone
number.
■ 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 handheld 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.
I can’t perform an IR HotSync
operation.
■ On a Windows computer, be sure the HotSync Manager is
running and the Serial Port for local operations is set to the
■ On a Mac, open the HotSync Software Setup window and
be sure HotSync Manager is enabled and that the IR Port
■ On your handheld, be sure the HotSync application is set to
Local, with the option IR to PC/Handheld.
■ Be sure the IR port of your handheld 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
handheld. Recharge the internal battery.
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HotSync problems
My handheld appears to freeze Move your handheld away from the computer’s infrared port.
when I place it near my
computer.
When I tap the Favorite icon,
nothing happens on the
Palm Desktop software, and my
handheld times out.
■ Make a copy of your Palm folder. Uninstall, then reinstall
Palm Desktop software.
■ Turn on your handheld and tap the Home icon
. Tap the
HotSync icon, then tap Local.
When I perform a HotSync
operation, my information does
not transfer to Palm Desktop
software.
■ If you have performed a HotSync operation successfully,
but you cannot find the data from your handheld on
Palm Desktop software, check to see that you have the
correct username selected for viewing data.
■ On a Windows computer, click the HotSync Manager and
choose Custom. Check that all conduits are set to
synchronize files.
■ On a Mac, double-click the HotSync Manager icon. From
the HotSync menu, select Conduit Settings. Select your
username from the User pop-up menu, and check that the
correct conduit is active.
My handheld displays the
message “Waiting for sender”
when it’s near my computer’s
infrared port.
■ Your computer’s infrared port may be set to search
automatically for the presence of other infrared devices.
Consult the documentation for your operating system for
information about turning off this option.
■ In some cases, simply moving your handheld away from
the computer’s infrared port solves the problem.
I want to synchronize my
computer with more than one
handheld.
■ If the computer running Palm Desktop software
synchronizes with more than one handheld, each handheld
must have a unique name. Assign a username to your
handheld the first time you perform a HotSync operation.
■ Please be aware that synchronizing more than one
handheld with the same username causes unpredictable
results and, potentially, loss of your personal information.
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Appendix B Frequently Asked Questions
Beaming problems
Problem
Solution
I cannot beam data to another
device with an IR port.
■ If you are beaming to another Palm handheld, confirm
that your handheld and the other Palm OS handheld are
between ten centimeters (approximately 4") and one
meter (approximately 39") apart, and that the path
between the two handhelds is clear of obstacles. Beaming
distance to other devices with an IR port may be different.
■ Move your handheld closer to the receiving device.
I cannot receive data from another ■ Make sure your handheld’s Beam Receive feature is set to
device with an IR port.
information.
When someone beams data to my ■ Your handheld requires at least twice the amount of
handheld, I get a message telling
me it is out of memory.
memory available as the data you are receiving. For
example, if you are receiving a 30K application, you must
have at least 60K free.
Appendix A for more information.
Password problems
Problem
Solution
I forgot the password, and my
handheld is not locked.
■ First, use the password hint to try and remember the
password. If this does not help, or if you do not have a
password hint, you can use Security to delete the
password, but your handheld deletes all entries marked
as private. However, if you 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 follow these steps to restore your private
entries:
1. Use the Palm Desktop software and cable or infrared
communication 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 synchronize your data
and restore the private records by transferring them
from your computer to your handheld.
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Technical support
I forgot the password and my
handheld is locked.
■ First, use the password hint to try and remember the
password. If this does not help, or if you do not have a
password hint, you must perform a hard reset to continue
Appendix A for more information.
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:
■ The version of the operating system you are using: Palm OS 4.1
■ The actual error message or state you are experiencing
■ The steps you take to reproduce the problem
■ The version of handheld software you are using and available memory
To find version and memory information:
1. Tap the Home icon
.
2. Tap the Menu icon
.
3. Tap App, and then tap Info.
4. Tap Version to see version numbers, and tap Size to see the amount of free
memory in kilobytes.
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Appendix B Frequently Asked Questions
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APPENDIX C
Non-ASCII Characters for Login Scripts
The following information enables you to create custom login scripts that require
non-ASCII characters. It is provided for advanced users who understand the use
and requirements of such characters in a custom login script.
Use of ^char
You may use the caret ( ^ ) to transmit ASCII command characters. 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:
■ <cr> Sends or receives a carriage return
■ <lf> Sends or receives a line feed
For example, the string “waitfor Joe<cr><lf>” waits to receive Joe followed by a
carriage return and line feed from the remote computer before executing the next
command in the script.
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Appendix C Non-ASCII Characters for Login Scripts
Literal characters
The backslash ( \ ) character defines that the next character is transmitted as a literal
character, and is not subject to any special processing ordinarily associated with
that character.
Examples:
■ \^Includes a caret as part of the string
■ \<Includes a < as part of the string
■ \\Includes a backslash as part of the string
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Product Regulatory and Safety 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 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.
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™ Zire™ Product Family
Palm, Inc.
400 N. McCarthy Boulevard
Milpitas, California 95035
United States of America
(408) 878-9000
Tested to Comply
With FCC Standards
FOR HOME OR OFFICE USE
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Product Regulatory and Safety Information
Canadian ICES-003 Statement
This Class B digital apparatus meets all requirements of the Canadian Interference-Causing
Equipment Regulations.
Cet appareil numérique de la classe B respecte toutes les exigences du Réglement sur le matériel
brouilleur du Canada.
CE Compliance Statement
This product was tested by Palm, Inc. and found to comply with all the requirements of the EMC
Directive 89/336/EEC as amended.
Battery Warning
Do not mutilate, puncture, or dispose of batteries in fire. The batteries can burst or explode, releasing
hazardous chemicals. Discard used batteries according to the manufacturer’s instructions and in
accordance with your local regulations.
Varning
Eksplosionsfara vid felaktigt batteribyte. Använd samma batterityp eller en ekvivalent typ som
rekommenderas av apparattillverkaren. Kassera använt batteri enligt fabrikantens instruktion.
Advarsel!
Lithiumbatteri—Eksplosionsfare ved fejlagtig håndtering. Udskiftning må kun ske med batteri af
samme fabrikat og type. Levér det brugte batteri tilbage tilleverandøren.
Varoitus
Paristo voi räjähtää, jos se on virheellisesti asennettu. Vaihda paristo ainoastaan valmistajan
suosittelemaan tyyppiin. Hävitä käytetty paristo valmistajan ohjeiden mukaisesti.
Advarsel
Eksplosjonsfare ved feilaktig skifte av batteri. Benytt samme batteritype eller en tilsvarende type
anbefait av apparatfabrikanten. Brukte batterier kasseres i henhold til fabrikantens instruksjoner.
Waarschuwing!
Bij dit produkt zijn batterijen geleverd. Wanneer deze leeg zijn, moet u ze niet weggooien maar
inleveren als KCA.
Uwaga
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Index
Applications
A
Accented characters
Address Book
See also Add-on applications
Archive files
Alarm
Alphabet
B
Battery
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Index
Beaming
Comma delimited files, importing data
Command
Conduits
C
Cable
Calculator
Connecting
Connection
Continuous events
Copying
Creating
Categories
Clock
Currency
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Current time
Day
Default
Deleting
D
Date
Date Book
See also Purging records
Desktop software
Dragging
E
Euro
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Index
Expense
H
Help
HotSync
F
Finding
G
General preferences
Graffiti
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Index
Looking up Address Book data
Lost
I
Icons
Infrared
M
Memo Pad
problems with IR HotSync
Installing
sending memos into other
International characters
Memory
K
Keyboard
command equivalents (Graffiti
L
Letters
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Index
O
Opening
N
Network
P
Note Pad
Pasting
copying notes into other
Phone
selecting phone numbers for Address
Numbers
PIM (personal information manager)
See also Desktop software
decimal point and thousands
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Index
Selecting
Service
Time
ShortCuts
To Do List
Sorting
Stylus
Symbols
System
Turning off handheld
T
Turning on handheld
Text
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Index
User name
V
W
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Index
198
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