HP Hewlett Packard PDAs Smartphones 620LX User Manual

HP 620LX/660LX PALMTOP USER GUIDE  
HP Part Number F1270-90004  
Printed in Singapore  
Edition 1  
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HP Software Product License Agreement  
Important: Please carefully read this License Agreement before operating the equipment. Rights in  
the software are offered only on the condition that the Customer agrees to all terms and conditions of  
the License Agreement. Operating the equipment indicates your acceptance of these terms and  
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a full refund. In return for payment of the applicable fee, HP grants the Customer a license in the  
software, until terminated, subject to the following:  
Use:  
• Customer may use the software on any one computer.  
• Customer may not reverse assemble or decompile the software.  
Copies and Adaptations:  
• Customer may make copies or adaptations of the software:  
• For archival purposes, or  
When copying or adaptation is an essential step in the use of the software with a computer so long  
as the copies and adaptations are used in no other manner.  
Customer has no other rights to copy unless they acquire an appropriate license to reproduce which  
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or adaptations made by Customer.  
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the original.  
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The following License Terms govern your use of the accompanying Software unless you have a sepa-  
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not allow more than the maximum number of authorized users to Use the software concurrently.  
Ownership: The Software is owned and copyrighted by HP or its third party suppliers. Your license  
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third party suppliers may protect their rights in the event of any violation of these License Terms.  
Copies and Adaptations: You may only make copies or adaptations of the Software for archival  
purposes or when copying or adaptation is an essential step in the authorized Use of the Software. You  
must reproduce all copyright notices in the original Software on all copies or adaptations. You may not  
copy the Software onto any public network.  
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tion regarding any disassembly or decompilation. You may not decrypt the Software unless decryption  
is a necessary part of the operation of the Software.  
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you must deliver the Software, including any copies and related documentation, to the transferee.  
The transferee must accept these License Terms as a condition to the transfer.  
Termination: HP may terminate your license upon notice for failure to comply with any of these  
License Terms. Upon termination, you must immediately destroy the Software, together with all  
copies, adaptations and merged portions in any form.  
Export Requirements: You may not export or re-export the Software or any copy or  
adaptation in violation of any applicable laws or regulations.  
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entirely at private expense. They are delivered and licensed as “commercial computer software” as  
defined in DFARS 252.227-7013 (Oct 1988), DFARS 252.211-7015 (May 1991) or DFARS 252.227-  
7014 (Jun 1995), as “commercial item” as defined in FAR 2.101 (a), or as “Restricted computer  
software” as defined in FAR 52.227-19 (Jun 1987) (or any equivalent agency regulation or contract  
clause), whichever is applicable. You have only those rights provided for such Software and  
Documentation by the applicable FAR or DFARS clause or the HP standard software agreement for  
the product involved.  
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CONTENTS  
Contents  
vii  
Introduction  
1
1
1
A Note on Models  
About This Guide  
1. A Closer Look at the HP Palmtop PC  
3
2. Using the HP Palmtop PC for the First Time  
Installing the Batteries  
7
7
Getting Started  
8
The Welcome Wizard  
9
Partnering with Your Desktop Computer  
12  
3. Working with the HP Palmtop PC  
Getting Started with Windows CE  
Getting Help On-line  
15  
15  
16  
17  
17  
19  
25  
26  
27  
29  
30  
31  
31  
34  
Using AC Power  
Managing Battery Power  
Customizing Your HP Palmtop PC  
Printing  
Resetting  
Transferring Files  
Using a PC Card  
Using a PC Card Modem  
Using a CompactFlash Card  
Synchronizing Data  
Backing Up and Restoring Data  
Contents- vii  
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4. Translating HP PIM Data Files  
Installing the HP PIM Translation Utility  
Starting the Translation  
41  
41  
42  
42  
43  
47  
Translating Appointment Data  
Translating Phone Book Data  
Reviewing Translation Status  
5. Working with Pre-Installed Applications  
Overview of HP Palmtop PC Pre-installed Applications  
Information Manager for Windows CE –  
Calendar, Contacts, and Tasks  
Microsoft Pocket Word  
49  
49  
52  
66  
Microsoft Pocket Excel  
75  
Microsoft Pocket Powerpoint  
Quicken® ExpensAbleTM  
84  
86  
Fiscal ProTM  
100  
101  
102  
110  
122  
130  
133  
136  
137  
142  
Microsoft Voice Recorder  
bFAXTM Pro Fax Send/Receive Application  
Inbox  
Microsoft Pocket Internet Explorer  
bFINDTM Global Find Utility  
World Clock  
Calculator  
Synchronization with the desktop PC (Mobile Devices)  
Connection to an ISP (Internet Service Provider)  
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6. Reference  
149  
149  
149  
153  
153  
Safety, Care, and Maintenance  
Tips and Troubleshooting  
Electrostatic Discharge Warning  
Warranty, Support, and Service  
Index  
157  
e - ix  
Contents  
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x - HP Palmtop PC User Guide  
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INTRODUCTION  
Congratulations and thank you for purchasing the HP Palmtop PC.  
This guide introduces you to your new palmtop PC and shows you how you can  
quickly begin to use it either on its own or as an effective desktop PC companion.  
A NOTE ON MODELS  
The HP Palmtop PC (600 Series) is available in two models, the HP 620LX and  
the HP 660LX. Both models are described in the guide. The HP 660LX includes  
all the features of the 620LX plus the following enhancements:  
• 32MB RAM (the HP 620LX has 16MB RAM)  
• a 56kbps Fax/Modem Card  
• the Microsoft Windows CE Services 2.1 with ActiveSync CD-ROM (the HP  
620LX uses Services 2.0)  
Please note that on the 660LX a maximum of 16MB RAM can be used for storage  
memory. The remaining 16MB is program memory.  
ABOUT THIS GUIDE  
The HP Palmtop PC uses the Microsoft Windows CE operating system, which is  
very similar to the Microsoft Windows™ 95 and Windows NT 4.0 operating sys-  
tems. This guide assumes that you are already familiar with one of these desktop  
operating systems.  
Introduction  
- 1  
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Chapter 1: A Closer Look at the HP Palmtop PC  
This chapter describes the physical features of the HP Palmtop PC.  
Chapter 2: Using the HP Palmtop PC the First Time  
This chapter describes how to start the HP Palmtop PC for the first time, how to  
calibrate the touch screen with the stylus, and how to establish the partnership  
between your palmtop PC and your desktop computer using the Synch Cable or  
the Docking Cradle. It also covers installing batteries and using AC power.  
Chapter 3: Working with the HP Palmtop PC  
This chapter describes the common features of Windows CE and the HP Palmtop  
PC that you need to get started quickly and to make the transition from desktop  
PC to palmtop PC easier. The chapter also includes tips on how you can take  
advantage of the portability of your palmtop PC along with the power and storage  
of your desktop PC.  
Chapter 4: Translating HP PIM Data Files  
This chapter describes the HP PIM translation utility, which enables users of the  
HP 100LX/200LX palmtop PCs and HP OmniGo 100/120 organizers to transfer  
their Appointment Book and Phone Book data to Windows CE Information Man-  
ager applications.  
Chapter 5: Working with Pre-installed Applications  
This chapter gives you instructions on the use of Windows CE applications to  
keep appointments, manage phone book data and tasks, perform word processing  
and spreadsheet tasks, dial up to the Internet, etc.  
Chapter 6: Reference  
This chapter includes tips on how to take care of your palmtop PC, troubleshooing  
information, and warranty, support, and service information.  
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Chapter 1 – A CLOSER  
LOOK AT THE HP PALMTOP PC  
External Features - Front view  
Quick Application  
Launch Pad  
LED Multifunction  
Record Key  
Record Key  
Hard Icon Panel  
On/Off Switch  
Microsoft  
Windows Key  
Serial Port  
Microphone  
Stylus Ejection  
Button  
Stylus  
Number Lock Key  
AC Adapter Port  
Compact Flash  
Memory Card Drawer  
ACloser Lookat the HP Palmtop PC  
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External Features - Back view  
Back-up Battery  
Compartment  
IR (Infrared) Port  
Back-up Battery  
Red Reset Button  
Main Battery  
Compartment  
Battery Release  
Catch  
PC Card  
Eject Button  
PC Card Slot  
Docking Cradle  
Connector  
Lithium-Ion Main  
Battery Pack  
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The HP Palmtop PC comes with a Docking Cradle. Use the Docking Cradle to  
connect the HP Palmtop PC to a desktop PC, as described in Chapter 2, “Using  
the HP Palmtop PC for the First Time.”  
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Chapter 2 – USING THE HP  
PALMTOP PC FOR THE FIRST TIME  
INSTALLING THE BATTERIES  
The HP Palmtop PC requires two types of batteries to operate as a portable unit:  
• Rechargeable Lithium-Ion main battery pack  
• 1 CR2032 3-volt coin cell backup battery  
To install the batteries:  
Important  
!
Install the main battery pack before installing the backup battery.  
1. First, install the Lithium-Ion main battery pack by sliding the battery pack into  
the battery compartment and snap it in place.  
2. Charge the Lithium-Ion main battery pack by connecting the AC adapter to a  
power source and to the AC adapter port on the palmtop PC.  
Tips  
• The orange LED Multifunction Record Key light on top of the palmtop PC  
indicates that the main battery pack is being charged.  
• You can use the palmtop PC while charging.  
• The LED light turns green when the battery pack is fully charged, 5 hours.  
• Do not press the LED Multifunction Record Key before completing the  
Welcome Wizard.  
Usingthe HP PalmtopPCfor the First Time  
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3. Remove the backup battery cover and install the 3-volt CR2032 coin cell  
battery with the positive side up.  
! 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. The backup (lithium) battery can explode if it is  
inserted incorrectly.  
GETTING STARTED  
To begin using your HP Palmtop PC for the first time, do the following:  
ON  
OFF  
key.  
1. Power on the palmtop PC by pressing the  
2. Adjust the contrast and volume by launching the QuickSettings Application.  
To turn off the HP Palmtop PC, press the key again.  
/
/
ON  
OFF  
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THE WELCOME WIZARD  
Calibrating the Screen and Stylus  
You need to first calibrate the screen and the stylus so the screen responds cor-  
rectly to a stylus tap. To calibrate the stylus, do the following:  
1. Press the Stylus Ejection Button and take out the stylus.  
2. Press and  
briefly hold the  
stylus at the  
center of each  
cross or target  
that appears on  
the calibration  
screen.  
Once the screen and stylus are calibrated, you can use the stylus as a  
mouse substitute to perform the following operations:  
• Tap to select a button or menu item  
• Double-tap an icon to open an application  
• Drag the stylus across words or items to select them  
• Drag-and-drop a selection to another part of the screen  
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Important  
!
Do not use any stylus other than the one that comes with your HP Palmtop PC to  
tap or write on screen. Using a different stylus or an ordinary pen is likely to  
damage the screen.  
Tips  
If you make a mistake while calibrating the touch screen, or if screen accuracy  
diminishes over time, you may not be able to use the stylus. If this happens, you  
can open the stylus calibration screen without the stylus by pressing  
=
+
ALT  
+
.
CTRL  
Setting the World Clock  
You can set the time zone you are in and, if you wish, an additional time zone  
(such as one you may be travelling to). These settings keep track of any reminders  
and alarms that you set later on.  
Setting the Time Zone  
On the World Clock screen that appears, do the following:  
1. Tap the Home City tab.  
2. Select your  
home city (or  
one nearby)  
from the drop-  
down list.  
3. When you  
have finished,  
tap Next.  
To specify the time zone for a place you are visiting, follow the steps shown above,  
but tap the Visiting City tab.  
If the city you want (or one near it) does not appear in the list, you can  
add it following the instructions in the online Help by pressing the  
button.  
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Setting Time and Date  
To set time and date for your home or visiting location, do the following:  
1. Tap Date & Time.  
2. Tap the forward or back arrows to locate the month and year.  
3. Tap the date.  
4. Select the time and tap and drag the hands to adjust the setting.  
5. When you have finished, tap Next.  
Using the World Clock control panel, you can change time zone, date, and time  
information whenever you want. You can also set alarms, apply daylight savings  
time, and display travel information.  
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Entering Personal Identification Information  
The last step in the Welcome Wizard is entering your name, address, and other  
personal information.  
See the section “Changing Owner Information” on page 25 for information on  
adding a password and notes about where to return your HP Palmtop PC if  
it is found.  
Set up is now complete.  
You can learn more about Windows CE in the User’s Guide or online Help. To  
access Help:  
Tab Help on the Start menu  
Tap the  
button in the upper right corner of a program window  
PARTNERING WITH YOUR DESKTOP COMPUTER  
One of the most useful features of the HP Palmtop PC is the ease of connecting it  
to your desktop PC and transferring data back and forth between the two. You can  
also use your desktop PC to back up data from your HP Palmtop PC. In order for  
your desktop PC to communicate with the HP Palmtop PC, you must do  
two things:  
• install Microsoft Windows CE Services 2.0 software that comes with the HP  
Palmtop PC on the desktop computer  
• establish a physical connection between the two computers  
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Installing Microsoft Windows CE Services 2.0  
Before you can install Microsoft Windows CE Services 2.0 on your PC you  
need to:  
• be running Windows 95 or Windows NT 4.0 on the desktop computer  
• have your Windows 95 or Windows NT 4.0 installation CD available  
• have the Microsoft Windows CE Services 2.0 CD-ROM that comes with the  
HP Palmtop PC ready  
1. Insert the Microsoft Windows CE Services 2.0 CD-ROM into the CD-ROM  
drive on your PC. Setup should launch automatically.  
If Setup does not launch, Click Run, then type d:setup where d is the letter  
assigned to your CD-ROM drive.  
2. The screen should prompt you to set up 3 applications/utilities if they are not  
already installed:  
1. Microsoft Exchange update for Windows®95  
2. Microsoft Schedule+ 7.0a  
3. Microsoft Windows CE Services 2.0  
4. Optional Components  
* Your computer will be restarted several times during the installation process  
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3. Start Windows CE Services 2.0 if it is not already running on your desktop/  
notebook PC and turn on your HP Palmtop PC.  
4. Prepare the docking cradle for connecting to the desktop PC. Insert the 9-pin  
end of the synch cable into the serial port of the desktop PC. Insert fully  
the flat end of the synch cable, arrow side up, to the serial port at the back of  
the cradle. Connect the AC to a power source and to back of the cradle.  
Be sure never to have serial or power cable connecteddirectly to the palmtop  
when using the cradle.Doing so will permanently damage the unit.  
!
5. Close the palmtop, carefully center it on the cradle. Press down on the  
palmtop until the unit clicks into place. Partnership should automatically  
establish between your HP Palmtop PC and the desktop/notebook PC.  
After you have established the partnership, you are ready to transfer Microsoft  
Word, Excel and other files between your desktop computer and the HP  
Palmtop PC. You can also synchronize calendar, contact and task information  
from your desktop Information Manager data files with data from your Infor-  
mation Manager applications on your desktop computer. If you need further  
guidance, refer to the “Communications” portion in our website (http://  
www.hp.com/handheld/palmtops/hp600lxmanual/index.html).  
Note  
!
If you are using Windows 95 on your desktop you can also establish partnership  
and synchronize data by using an infrared connection. Please refer to “Synchro-  
nizing Data” in Chapter 3, for details.  
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Chapter 3 – WORKING WITH  
THE HP PALMTOP PC  
This chapter discusses basic information you should be familiar with in order to  
use your HP Palmtop PC effectively. There are brief introductions to Windows  
CE, tips on power management, and information on customizing your palmtop  
PC and on printing.  
GETTING STARTED WITH WINDOWS CE  
Microsoft Windows CE on the HP Palmtop PC is very much like Microsoft  
Windows 95 or Windows NT 4.0 on a desktop PC. Windows CE screens include  
familiar elements like the Start button, desktop, taskbar, menu bars, toolbars,  
and shortcuts.  
The Start Button and Start Menu  
Tap the Start button in the lower left corner of the screen or press the  
(Windows) key on the keyboard to bring up the Start menu. The Start menu is  
your gateway to the programs, documents, and utilities on the HP Palmtop PC.  
Tap on an item in the Start menu to launch an application, open the Control Panel  
to adjust custom settings, get on-line help, or explore the contents of your HP  
Palmtop PC.  
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Buttons on a Typical Title Bar  
The title bar of a typical Windows CE screen or display includes two  
or more of the following buttons in the upper right corner:  
Tap OK to confirm the operation in the display and to close the window.  
Tap X to close the display without saving any changes.  
Tap ? to see context-sensitive on-line help related to the display.  
Manipulating Windows  
In Windows CE, most windows and dialog boxes take up the entire screen; you  
cannot have multiple windows displayed simultaneously. While you cannot move  
or resize application or document windows, you can maximize and minimize them  
by tapping the appropriate buttons on the taskbar.  
Tap here to maximize an  
Tap here to minimize the  
inactive window (Control Panel).  
active window (Power Properties).  
Emulating the Right Mouse Button  
ALT  
To access right-mouse click functions, hold down the  
with the stylus.  
key while tapping  
GETTING HELP ON-LINE  
On-line help is available in Windows CE by:  
• tapping the  
button on a display’s title bar or toolbar for context-  
sensitive help  
• tapping the Help option on the Start menu  
H
ALT  
• pressing  
is running  
+
to get window-specific help while an application  
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USING AC POWER  
An AC adapter for stationary use is available for the HP Palmtop PC.  
If You are Using the Docking Cradle…  
Plug the AC adapter into the port on the back of the Docking Cradle  
and plug the other end into a wall socket.  
If You Are Not Using the Docking Cradle…  
Plug the AC adapter into the adapter port at the side of your HP Palmtop PC and  
plug the other end into a wall socket.  
Important  
Do not connect the palmtop PC to two AC power sources at the same time. Doing  
so will damage the unit.  
!
MANAGING BATTERY POWER  
You can operate your HP Palmtop PC on battery power or on AC current with the  
AC adapter. Built-in software helps you manage power on your HP Palmtop PC,  
by letting you check battery type and use time on the main and backup batteries,  
reporting status when you charge batteries using the AC adapter, and setting when  
you want the power to time-out and turn off.  
To access the power management features:  
1. On the Start menu, tap Settings, then Control Panel  
2. Double-tap the Power icon.  
The Power Properties window that appears has two tabs: Power Off  
and Dimming Control .  
The Power Properties window shows the power source (for example, Main Bat-  
teries), how much power remains in the main batteries, backup battery status, and  
recharging status if you are recharging.  
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Power Off  
Tap the Power Off tab to set the automatic power time-out for both battery and AC  
power operation.  
Tap here to enable the palmtop PC’s “touch on” feature.  
Tap here to set the automatic power  
time-out for AC power operation.  
Select the length of idle time  
before your palmtop PC times out.  
Power Status Icons  
An icon appears on the taskbar next to the current time, when the AC power is  
connected.  
Power status icon.  
You can double-tap on the power icon in the taskbar to open the Power Properties  
window and get more information about power status.  
Other Warnings about Power  
Dialog boxes also appear to warn you when your backup battery or main batteries  
are running low or very low. If your battery is running down, the dialog appears at  
each power-on or start up, and every 30 minutes while the device is being used.  
Recharging Batteries  
You can recharge the batteries within the palmtop PC.  
1. Attach the AC adapter to the palmtop PC or to the Docking Cradle  
holding the palmtop PC.  
2. Plug the adapter into a wall socket.  
Tips for Using Batteries Efficiently  
To get the longest possible use out of your batteries and to minimize the possibi-  
lity of data loss, keep the following tips in mind:  
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• Charge the main batteries as soon as possible after a low battery warning  
appears.  
• Whenever possible, switch to AC power when you use high-power PC Cards  
(such as modem cards). Using these cards when the main batteries are low  
can cause data corruption or loss.  
• Use the AC adapter while the palmtop PC is connected to a desktop PC.  
Don’t leave the Synch Cable attached while on battery power if you’re not  
actually exchanging data with the desktop PC.  
• Avoid using sounds when your main batteries are low. Playing .wav files  
when the batteries are low can cause the unit to shut down, hence losing  
unsaved data.  
• Don’t use battery power for dial-up connections. PC Card modems and other  
PC Cards require considerable power to operate. Always use AC power when  
making dial-up connections with a PC Card modem.  
Note  
!
The HP Palmtop PC will not power on if the main batteries are very low.  
CUSTOMIZING YOUR HP PALMTOP PC  
You can personalize and customize your Palmtop PC by adjusting settings,  
adding ID and password, and loading new software. Most customizations are  
done using the Control Panel.  
To open the Control Panel, tap Settings on the Start menu.  
Double-tap on an icon in the Control Panel  
to open the associated Properties window.  
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Adjusting Volume  
You can turn event, notice, and applications sounds on and off and adjust volume.  
Double-tap the Volume & Sounds icon in the Control Panel, or tap the Quick  
Settings Hard Icon panel.  
In the Volume & Sounds Properties Window Volume tab,  
use the volume slider to raise or lower volume.  
Clear or check boxes to turn the sounds  
associated with different kinds of events on or off.  
Changing Sounds  
Double-tap the Volume & Sounds icon in the Control Panel, then tap the Sound  
tab in the Volume & Sounds Properties window.  
Select the event with which  
Select a sound from the  
you want to associate a sound.  
Event Sound drop-down list.  
Tap Browse to locate the  
sound you want to use.  
Preview the select sound  
by tapping this button.  
To remove a sound, select None from the Event Sound list.  
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To add a sound to the Event Sound list, copy a .wav file from your desktop PC, PC  
Card, or CompactFlash Card to the Windows folder on the palmtop PC.  
Changing the Background of the Windows CE Desktop  
Double-tap the Display icon in the Control Panel.  
Tap here to use the bitmap  
Tap the Background tab.  
to tile the entire display.  
Select a bitmap to use from  
the Image drop-down list.  
Tap Browse to locate the  
bitmap you want to use.  
Adjusting Brightness and Contrast  
Tap the Quick Settings Hard Icon Panel  
Use the sliders to adjust sound,  
brightness and contrast.  
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You can also adjust the screen contrast at any time without going to the Control  
Panel by:  
• pressing  
• pressing  
+
+
to lighten the screen  
to darken the screen  
<
>
ALT  
ALT  
Adjusting the Double-Tap Rate  
Double-tap the Stylus icon in the Control Panel.  
Tap the Double-Tap tab and follow the instructions in  
the window to set your tap rate.  
Adjusting the Keyboard  
Double-tap the Keyboard icon on the Control Panel.  
Use this slider to set the delay before  
the first repeat of a character.  
Use this slider to set the repeat rate.  
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Changing Owner Information  
Double-tap the Owner icon in the Control Panel.  
Make the desired changes in the fields  
of the Owner Properties window.  
Tap here to cause your ID screen to display  
when the palmtop PC is powered on.  
Tap the Notes tab to add a note.  
Tap here to display the note when  
your palmtop PC is powered on.  
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Setting a Password  
To set a password, double-tap the Password icon in the Control Panel.  
1. Enter a password of up to eight characters.  
2. Confirm your  
password by typing  
it again.  
3. Tap here to cause  
your password to  
take effect.  
When your password is enabled, you will be prompted for it whenever you turn  
on you HP Palmtop PC or try to change your password information. Passwords  
are not case sensitive.  
Important  
!
Record your password and put it in a safe place. If you forget your password, you  
will have to perform a full reset on your HP Palmtop PC. To do this, first turn the  
palmtop PC off, then remove the main batteries, then the backup battery.  
This destroys all data. You must then reinitialize and recalibrate the palmtop PC  
and restore its data from a backup.  
Any data saved or changed since your last backup is permanently lost.  
Adding and Removing Software  
You easily can add new software to your HP Palmtop PC using your partnership  
with the desktop PC. To install new software:  
1. Connect your palmtop PC to your desktop PC and start Windows CE Services  
2.0 Mobile Devices.  
2. Run the Installation Application File on your desktop PC.  
3. Any files required on your desktop PC or palmtop PC are installed on the  
appropriate device.  
If you want to add fonts, move the font files from your desktop PC to  
your palmtop PC by using Mobile Devices.  
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To remove software from your palmtop PC, double-tap the Remove Programs  
icon in your palmtop PC’s Control Panel.  
1. Select the application to remove  
from the Programs list.  
2. Tap Remove.  
PRINTING  
There are two ways to print from your HP Palmtop PC: using Mobile Devices on  
the desktop PC or directly from the palmtop PC.  
Printing from the Desktop PC  
The Windows CE Services 2.0 Mobile Devices lets you print files from your HP  
Palmtop PC via a desktop computer. Windows CE Services 2.0 converts palmtop  
PC files and prints them according to defaults for the desktop application to which  
the palmtop PC file is converted.  
To print a file:  
1. Connect your HP Palmtop PC to your desktop PC. Your desktop PC must  
already be connected to a printer.  
2. Open Mobile Devices  
3. In your desktop Mobile Devices, select the file you want to print.  
4. Select Print from the File menu.  
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Printing from the HP Palmtop PC  
You can print listings from the Calendar, Tasks, and Contacts applications and  
Pocket Word documents directly from the palmtop PC using an infrared printer.  
Printing Pocket Word Files  
1. Open the document that you want to print.  
2. On the application’s File menu, tap Print.  
3. In the list that appears in the Print dialog box, tap IR Port, then tap OK. (IR  
Port is selected by default.)  
4. Point the palmtop PC’s infrared window towards the printer’s infrared port.  
Printing Calendar, Tasks, and Contact Information  
1. Open the item that you want to print.  
2. On the application’s File menu, tap Print.  
3. To print tasks or calendar items, enter a range of dates, then tap OK. For  
other items, skip to step 4.  
4. In the list that appears in the Print dialog box, tap IR Port, then tap OK. (IR  
Port is selected by default.)  
5. Point the palmtop PC’s infrared window towards the printer’s infrared port.  
RESETTING  
If your palmtop PC freezes up during operation, you may find it necessary to reset  
the device. The two ways to reset the palmtop PC are the soft reset and hard reset.  
Warning  
!
A soft reset causes any UNSAVED data to be lost.  
A hard reset causes ALL data to be lost.  
Soft Reset  
Remove the backup battery door and press the red reset button inside the  
compartment, hold for 5 seconds Or alternatively press <CTRL>+  
<ON/ OFF>+<BACKSPACE>. The palmtop PC will restart automatically.  
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Hard Reset  
Remove the main battery and the backup battery, wait for approximately 3 min-  
utes, then reinsert them. Insert main battery before back-up battery. Remember,  
leaving the palmtop PC with no power causes ALL DATA TO BE LOST.  
TRANSFERRING FILES  
Sharing data  
Between HP 620LX and the desktop PC  
After establishing a connection between the HP Palmtop PC and the desktop com-  
puter, the Mobile Devices window on the desktop displays the files and folders  
located on the palmtop PC. This means that you can simply drag and drop or copy  
files in the Mobile Devices to transfer date between the two machines. Refer to  
the Microsoft Handheld PC Companion guide for details.  
Among Windows CE devices, for example a HP 320LX and HP 620LX  
Be sure both machines are powered on.  
Sending Files  
Sending palmtop  
1. Open Windows Explorer and select  
you the file wish to send, do not  
open the file.  
Receiving palmtop  
1. Open Windows Explorer, go to File and  
select Receive.  
2. Go to File Menu and select Send To,  
Infrared Recipient.  
2. Position the two palmtop PCs so that  
IR ports are aligned.  
3. The file will be placed in My Handheld PC  
regardless of where it was in  
Windows Explorer.  
Sending Contact records  
1. Open the Contacts application on both palmtops  
2. Select the records to be sent, up to 25 records can be selected  
3. From the File menu select Send  
4. On the receiving palmtop, from the File menu select Receive  
5. Position the two palmtop PCs so that their IR ports are aligned  
Record notes and category information will not be transferred.  
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Sending Voice Recorder notes  
1. Open the Voice Recorder application on both palmtops, if the receiving  
palmtop does not have Voice Recorder application, start Windows Explorer  
2. Select the voice note to be sent  
3. From the File menu select Send  
4. On the receiving palmtop, from the File menu select Receive  
5. Position the two palmtop PCs so that their IR ports are aligned  
Migrating data  
From Windows CE 1.0 to Windows CE 2.0  
1. Connect the HP Windows CE 1.0 Palmtop PC and the desktop computer and  
establish partnership between the two.  
2. Synchronize the palmtop PC with the desktop computer using H/PC  
Explorer 1.0.  
3. Perform a full backup of your data:  
To back up data to the hard disk of your desktop computer:  
* Select Backup/Restore from your desktop computer’s H/PC Explorer  
1.0 Tools menu.  
* In the window that appears, in the Backup tab, select your  
preferred options.  
* Click Backup Now to initiate the process.  
Take note of the directory in which your data has been saved.  
4. Take note of the Communications, Owner, and World Clock alarm settings on  
your palmtop PC. Also note Options and User Preferences settings for third-  
party programs. (These settings are not automatically restored.)  
5. Disconnect the Windows CE 1.0 Palmtop PC.  
6. Uninstall H/PC Explorer version 1.0.  
7. Insert the Microsoft CD-ROM that came with your HP 620LX to install  
Windows CE Services 2.0.  
8. Connect the HP 620LX to the desktop PC. Establish partnership between the  
HP 620LX and the desktop PC.  
9. Restore the data which you have backed up in step 2 into the HP 620LX.  
* Select Backup/Restore from the Tools menu in Mobile Devices.  
* Click the Restore tab and click Restore Now.  
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10. Perform a soft reset on the HP 620LX to complete the restoration operation.  
* Remove the backup battery cover.  
* Use a pen or tip of a straightened paper clip to press the red reset  
button and hold for approximately 5 seconds. Alternatively, press  
<CTRL> + <ON/OFF> + <BACKSPACE>  
11. Synchronize again the HP 620LX with the Windows CE Services 2.0, to  
complete the migrating data operation.  
From other HP Handheld products to 620LX Palmtop PC (HP PIM  
Translation Utility)  
The HP PIM Translating Utility allows you to transfer your existing Phone Book  
and Appointment Book data from HP 100LX/200LX Palmtop PCs and HP OmniGo  
100/120 organizers to your HP 620LX Palmtop PC. See Translating HP PIM  
Files for full details.  
USING A PC CARD  
You can use a PC Card to store files from your palmtop PC.  
Warning  
!
It is recommended that you use only memory and modem cards which have been  
tested with the HP Palmtop PCs. Use of other cards is not recommended. For a  
list of recommended PC Card Modems and PC Memory Cards, refer to the Readme  
file in the HP Web Site (http://www.hp.com/handheld/palmtops/hp600lx/manual/  
index.html).  
Copying or Moving Files to a PC Card  
To copy or move files from your palmtop PC to a PC Card, do the following:  
1. Turn off the HP Palmtop PC and insert the PC Card.  
2. Turn the palmtop PC on again.  
3. Select the file to move.  
4. In the Edit menu, tap Copy (or press  
+
) if you want to keep  
C
CTRL  
the file on your palmtop PC and put a copy on the card.  
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or  
X
CTRL  
Tap Cut (or press  
PC Card.  
+
) to remove the file from your palmtop PC to the  
5. Open the Start menu, tap My Handheld PC, and open the PC Card folder.  
6. Tap Paste in the Edit menu (or press CTRL + V ). Removing a PC Card  
It’s important to follow the steps below when removing a PC Card to prevent  
possible data loss:  
1. Close all applications on your palmtop PC that have open files on the card.  
2. Shut down your HP Palmtop PC.  
3. Press the button to the left of the card slot to eject the card.  
Formatting a New PC Card  
If you insert a new, unformatted card, you will be prompted to format it. (It is not  
possible to reformat an already formatted card.)  
USING A PC CARD MODEM  
You can also use a PC Card modem in the PC Card slot. For detailed instructions  
on how to make a dial-up connection between your palmtop PC and a remote  
computer, refer to ‘Communicating Remotely’ of the Microsoft Handheld PC  
Companion Guide.  
For a list of PC Card modems that are supported on the HP Palmtop PC, refer to  
the HP web site at: http://www.hp.com/handheld/index.html.  
Note  
!
• PC Card modems that draw more than 150mA on battery power are not  
supported. Check with your PC Card modem manufacturer on  
power requirements.  
• It is recommended that you use an AC adapter when using PC Card modems  
as they drain battery power.  
• To avoid overheating, the palmtop PC should be placed on a hard surface  
when you are using a PC Card modem and AC adapter simultaneously.  
• Using PC Card modems when the batteries are low can cause data  
corruption or loss.  
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USING A COMPACTFLASH CARD  
You can use a CompactFlash card much like a PC Card, to backup and store data  
that you don’t want to keep on the HP Palmtop PC permanently.  
To change the CompactFlash card that you are using:  
1. Save all data and close all files on the HP Palmtop PC.  
2. Turn off the palmtop PC.  
3. Remove the first card.  
4. Insert the second card.  
5. Power on the palmtop PC again to use the new card.  
SYNCHRONIZING DATA  
The Synchronization Manager lets you automatically or manually synchronize  
data between the Information Manager (such as Schedule+ or Outlook) on your  
desktop and the Information Manager (Calendar, Contacts, and Tasks) applica-  
tions on your HP Palmtop PC. To synchronize automatically, select ActiveSynch  
Options from the Mobile Devices Tools menu on your desktop PC. In the window  
that appears, under the General tab, choose the following:  
Click here for automatic  
time synchronization  
whenever you connect  
the palmtop PC with  
your desktop computer.  
If you select this option,  
select the database to  
synchronize in the  
Synchronization Services  
window below.  
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Files that have been moved or copied between Microsoft Word and Excel on the  
desktop PC, and Pocket Word and Pocket Excel on the HP Palmtop PC need to be  
synchronized manually.  
To synchronize from the desktop, select your mobile device in the Mobile  
Devices window, and click Synchronize Now. Or you can press F9 on your desk-  
top computer.  
To synchronize from your mobile device, tap Start, select Programs, then  
Communications, and then tap ActiveSync. Choose the connection to use:  
• Serial Port @<speed> for cable connections.  
• Infrared Port for infrared connections.  
• Network Connection for network connections. If you do not have this  
connection option, the network is not properly configured.  
• Your own connection, if you created one for modem or RAS server connection.  
Finally select the computer name to synchronize with, and click Connect.  
Syncronizing data using an infrared connection.  
If you have not set up your desktop PC and your HP Palmtop PC for an infrared  
connection yet, you will need to do that first.  
1. Install and configure an infrared port on your desktop computer following the  
manufacturer’s instructions.  
2. Install the Windows 95 infrared driver as follows:  
• From the Windows CE Services CD-ROM, run Setup.exe.  
• From the Windows CE Services Setup dialog box, select Optional Components.  
• From the Setup Windows 95 Infrared Communications Driver v2.0 directory,  
run Setup.exe. When asked to specify a virtual port, choose a port that does  
not exist on your desktop computer (eg. COM3).  
3. On your desktop computer, Open the Mobile Devices folder and, on the File  
menu, click Communications.  
4. For Port, select the virtual COM port you set up in step 2. Click Install New  
Port to add the infrared port if neccessary. If you install a new port, you may  
need to reinstall Windows CE Services.  
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5. On your mobile device, set up a new connection, choosing Infrared port as the  
connection method.  
6. In Control Panel double-click the Infrared icon. In the Infrared Monitor dialog  
box, on the Options tab, make sure Enable infrared communications on is  
checked. Test your connection by sending a file from your mobile device and  
check for your mobile device to appear in the Infrared dialog box.  
Establishing partnership:  
Line up the infrared port on your mobile device with the desktop computer’s  
infrared port. To synchronize from your mobile device, tap Start, select Programs,  
then Communications, and then tap ActiveSync. Choose the connection to use:  
• Serial Port @ <speed> for cable connections.  
• Infrared Port for infrared connections.  
• Network Connection for network connections. If you do not have this  
connection option, the network is not properly configured.  
• Your own connection, if you created one for modem or RAS server  
connection.  
Finally select the computer name to synchronize with, and click Connect.  
Resolving conflicts  
A conflict occurs when the same item has been modified both on the desktop  
computer and the Handheld PC. If conflicting items are found during synchroni-  
zation, one of two things will happen, depending on the option you have chosen  
in the Synchronization Manager:  
Mobile Devices automatically resolves the conflicts for you.  
Mobile Devices prompts you to resolve the conflicts manually (as described in  
the following procedure).  
To manually resolve conflicting items  
1. For each item listed in the Resolve Conflict dialog box, tap the button under the  
Action column to indicate which data you want to keep.  
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2. Tap Synchronize to carry out the actions you specified. (If you tap Cancel, all  
items listed remain in conflict the next time you synchronize.) Online Help  
in Mobile Devices (on your desktop) provides more information about  
resolving conflicts.  
BACKING UP AND RESTORING DATA  
Although unlikely, it is possible to lose data on your palmtop PC. It is, therefore,  
always good practice to save a backup copy of your data. You can backup and  
restore Calendar, Contacts, and Tasks data and your Inbox messages quickly with  
HP Data Backup Utility. You can also perform a full system backup from the  
Mobile Devices tool menu. The differences between the two are:  
HP Data Backup  
Mobile Devices Backup  
• Backup data to internal memory of the  
palmtop PC or a storage card  
• Must be performed when connected to  
the desktop PC  
• Will only backup Calendar, Contacts,  
Inbox and Task records  
• Will make a full backup of all information  
on the palmtop  
• Backup will take less than 1 minute  
Note: Inbox settings and services informa-  
tion will not be backed up.  
The desktop backup will take approx.  
30-45 minutes depending on storage  
Note: Security password setting will not be  
saved, so use a safe storage location for this.  
HP Data Backup  
1. Close all open programs on the palmtop  
2. Select Data Backup from the Control Panel  
3. Tap the Back up Data button  
4. Select the location for the data backup internal memory or storage card folder  
5. Tap OK, you will see the status of the backup  
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Restoring Data using HP Data Backup  
1. Close all open programs on the palmtop  
2. Select Data Backup from the Control Panel  
3. Select Restore Tab  
4. Tap the Restore Data button  
5. Select the backup file you want to restore  
6. Tap OK, you will see the status of the restoration  
Warning  
!
It is recommended that you use only PC cards which have been tested with your  
model of HP Palmtop PC. Use of other cards is not recommended. For a list of  
recommended PC memory cards, refer to our website at “http://www.hp.com/  
handheld/thirdparty_soln/product_info/620lx_hw.html”.  
Backup Tips:  
• It is strongly suggested that you use an external memory card for data  
backup files in order to ensure the integrity of your files in the event of a  
hard reset of the palmtop PC. (Refer to ‘Resetting’)  
• Back up files can later be transferred to a desktop PC for safe storage  
• Disconnect the palmtop PC from the desktop PC when performing the HP  
Data Backup  
Mobile Devices Backup  
The process of backing up or restoring data on the desktop computer is driven  
by the Windows CE Services 2.0 software on the desktop computer.  
To back up data to the hard disk of your desktop computer  
1. Connect the HP Palmtop PC and the desktop computer and establish partner  
ship between the two  
2. Select Backup/Restore from your desktop computer’s Windows CE Services  
2.0 Tools menu  
3. In the window that appears, select your preferred options in the Backup tab.  
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4. Click Backup Now to initiate the process  
If you select “Automatically Back Up Upon Connecting”, the Windows CE  
Services 2.0 will automatically back up any changes on the data on your  
palmtop PC whenever you connect to the desktop PC.  
Note  
!
• Do not back up files from your palmtop PC to a temporary directory on your  
desktop PC. If you do, the backup procedure will not work correctly and the  
integrity of your data will be compromised.  
• Restoring data to your palmtop PC from your desktop computer replaces the  
existing data and, there-fore, overwrites any changes you’ve made to the  
palmtop PC data since the last backup.  
After a restoration operation, you must disconnect and reset your palmtop  
PC. If you don’t, your palmtop PC will not function properly and you will  
not be able to reconnect to your desktop computer until the reset  
is completed.  
To restore data from your desktop computer  
1. Select Backup/Restore from the Tools menu  
2. Click the Restore tab and click Restore Now  
3. Restart your palmtop PC to complete the restoration operation  
Using a PC Card  
The process of backing up or restoring data on a PC Card is driven by the Data-  
base Backup option on the HP Palmtop PC’s Control Panel.  
Warning  
!
It is recommended that you use only PC Cards that have been tested with the HP  
Palmtop PCs. Use of other cards is not recommended. For a list of recommended  
PC Memory Cards, refer to the Readme file in the HP Web Site (http://  
www.hp.com/handheld/palmtops/hp600lx/manual/index.html).  
Before backing up or restoring data on a PC card, be sure that:  
• All applications are closed on the HP Palmtop PC  
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• The HP Palmtop PC is not connected to a desktop PC, or other serial device  
Open the Control Panel and double-tap on the Data Backup icon. The  
Data Backup window appears.  
Backing Up Data to a PC Card  
1. Be sure that a PC Card with sufficient storage is in the PC Card slot on the HP  
Palmtop PC.  
2. Select the Backup tab on the Data Backup window.  
3. Tap Back Up Data.  
4. When asked to specify a file name to save to, specify the PC Card folder and a  
file name. The database backup file should have the extension *.DBB. If you  
specify a file whose name is already in use or a location that does not have  
sufficient memory, you will get an error message and be asked to provide a  
different file name or location.  
5. Once you confirm the backup file name and location, the Database Backup In  
Progress dialog appears, providing status on the backup operation as  
it proceeds.  
6. The Backup Complete message appears when the backup operation  
has completed.  
7. Tap OK to return to the Data Backup screen.  
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Restoring Data from a PC Card  
You can restore database data stored on a PC memory card to the HP Palmtop PC  
using the same Data Backup utility.  
1. Select the Restore tab on the Data Backup window.  
2. Tap Restore Data.  
3. In the Restore dialog that appears, specify the name of the database backup file  
to restore to the palmtop PC, then tap OK. The default directory for this dialog  
is My Handheld PC (root); the default file type is “Database Backup (*.DBB).”  
If a PC card or Compact Flash card is in the palmtop PC, the default directory  
is PC Card.  
4. After you confirm a backup storage file from which to restore the data, the  
Restore Data? message appears.  
Tap Yes to proceed or No to cancel the operation and return to the Data  
Backup screen.  
5. The Data Restore In Progress dialog appears next, providing status on the  
operation as it proceeds.  
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6. When the restoration is successfully done, the final message appears, remind-  
ing you that there may be some database cleanup to do the next time you synchro-  
nize with the desktop PC.  
Using a CompactFlash Card  
The procedures for backing up and restore using a CompactFlash Card are the  
same as described in “Using a PC Card” on page 29.  
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Chapter 4 – TRANSLATING  
HP PIM DATA FILES  
The HP PIM Translation Utility allows you to seamlessly transfer your existing  
Phone Book and Appointment Book data from HP 100LX/200LX palmtop PCs  
and HP OmniGo 100/120 organizers to your HP Palmtop PC. The translation  
process involves the following:  
1. Transfer the data from the HP 100LX/200LX palmtop PC or HP OmniGo  
100/ 120 organizer to the desktop PC’s hard drive or a floppy disk using an  
HP connectivity solution. (Refer to your existing HP handheld device  
manual for more information.)  
2. The HP PIM Translation Utility installed on the desktop PC translates the  
PIM data files into Schedule+ 7.0a application records.  
3. You can then synchronize the updated Microsoft Schedule+ 7.0a records to  
the HP Palmtop PC using the Windows CE Services 2.0 Mobile Devices.  
This chapter describes the second step, using the HP PIM Translation  
Utility to convert data files.  
Important  
!
You must install the version of Schedule+ 7.0a that is provided on the HP  
Palmtop PC CD on your desktop PC before trying to translate PIM data files.  
INSTALLING THE HP PIM TRANSLATION UTILITY  
To install the HP PIM Translation Utility onto the desktop PC:  
1. Insert the HP CD-ROM into the CD drive.  
2. Click on the “Trial Software” button on the main menu of the HP Palmtop  
PC CD-ROM. The Solutions and Resource Guide for Hewlett-Packard  
Palmtop PC’s will appear. Select By Product on the left. Select PIM  
Translator and then click Free Software! icon on the top right corner to  
download the HP PIM Translation Utility.  
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STARTING THE TRANSLATION  
When you launch the HP PIM Translation Utility application on your desktop  
PC, you first see the Welcome screen:  
Click Phone Book to begin  
translating Phone Book data.  
Click Appointments to begin  
translating Appoint Book data.  
Click Status to see the  
Status screen.  
Click Help to see help  
for the Welcome screen.  
Click Close to exit the  
application.  
Note  
!
To translate multiple PIM data files, you need to repeat the Translation opera-  
tion for each file separately.  
TRANSLATING APPOINTMENT DATA  
To translate an appointment data file:  
1. Click on Appointments in the Welcome screen.  
2. Specify the appointments data file to translate in the Open File dialog box  
that appears, then click OK. If the file you specify is not a PIM database file  
of the appropriate type, you’ll get an error message.  
3. The Appointment Book Translation Note screen appears.  
Read the translation information then...  
...click Translate  
to proceed.  
...click Cancel to return  
to the Welcome screen.  
...click Help for help  
about this screen.  
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4. The data translation progress screen appears, showing the progress of  
current translation activity.  
Click Stop to  
terminate the  
translation  
operation in  
progress.  
5. When the translation has successfully completed, a message appears. Click  
OK to return to Welcome screen.  
An Appointment Translation Limitation  
Although the Appointment Book applications on the HP 100LX/ 200LX palmtop  
PCs and HP OmniGo 100/120 organizers and the Calendar application on the HP  
Palmtop PC support daily, weekly, monthly, and yearly repeated events, the  
Schedule+ application supports only daily and yearly repeated events. Since all  
translation goes through Schedule+, there is no direct mapping from earlier HP  
Palmtop products to Schedule+ for repeating weekly and monthly events.  
As long as you do not edit imported repeating weekly or monthly events in  
Schedule+ before you synchronize them with the HP Palmtop PC, they will  
translate correctly into repeating events on the palmtop PC. If, however, you edit  
them in Schedule+, they lose their weekly/monthly attribute and are treated as  
single events.  
TRANSLATING PHONE BOOK DATA  
To translate a phone book data file:  
1. Click on Phone Book in the Welcome screen.  
2. Specify the phone book data file to translate in the Open File dialog box,  
then click OK. If the file you specify is not a PIM database file of the  
appropriate type, you’ll get an error message.  
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3. The Phone Book Translation Field Map screen appears.  
Modify the suggested field  
mappings if necessary, then...  
...click Translate to proceed  
...click Help for help  
about this window  
...click Cancel to return  
to the Welcome screen  
See “Mapping Field Names,” below, for more information on mapping phone  
book fields.  
4. Next the data translation progress screen appears, showing the progress of the  
current translation activity. Click the Stop button to terminate the translation  
operation in progress.  
5. When the translation has successfully completed, a message appears. Click  
OK to return to Welcome screen.  
Mapping Field Names  
The HP PIM Translation Utility attempts to map the fields in your Phone Book  
data file to standard fields in a Schedule+ record. As long as your Phone Book  
fields have standard names (that is, you have not modified the Phone Book  
database field structure), the translation is straightforward. The suggested  
mapping appears in a table in the Phone Book Translation Field Map screen:  
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• The left column shows the names of fields extracted from thePhone Book data  
file. (Only the fields that have data are included.)  
• The right column shows the names of Schedule+ fields.  
• An arrow in the center column indicates that the data in a Phone Book field in  
the left column will be copied to the corresponding Schedule+ field in the right  
column. Note that multiple Phone Book fields (for example, Address1 and Ad  
dress2) can be mapped to the same Schedule+ field (for example, Business ad  
dress).  
No arrow in the center column indicates that there is no mapping and,  
therefore, the data will not be copied.  
You can add or modify the suggested mappings before translating the data. For  
example, if you have customized the name of a Phone Book field so that the HP  
PIM Translation Utility did not know how to map it, you can define a mapping for  
it yourself.  
Mapping a Name  
The Name field in the Phone Book data file can be mapped in three ways in  
Schedule+:  
• If the name in the Phone Book data file is entered as Name1, Name2 [Name3]  
(that is, with a comma after the first word), it is always mapped to the two  
name fields in Schedule+ with Name1 = Last Name and Name2 [Name3] =  
First Name.  
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• If the name in the Phone Book data file does not have a comma after the first  
word, you can choose one of two options for its mapping:  
• Last name/First name - (default) Name1 [Name3] Name2 maps to Name1 =  
= Last Name and [Name3] Name2 = First Name.  
• First name/Last name - Name1 [Name3] Name2 maps to Name1 [Name3] =  
First Name and Name2 = Last Name.  
(Note that in all cases Last name is mapped to a single word, with any additional  
words such as [Name3] becoming part of First name.)  
Adding a Mapping  
If a field appears in the left column with no mapping (that is, no arrow in the  
center column) select a field name from the drop down list box of the Schedule+  
field immediately to the right of the field whose mapping you want to define.  
When you complete the selection, the field name appears in the appropriate cell  
in the right column and a mapping arrow appears in the center column.  
Changing a Mapping  
If a field in the left column is mapped to the wrong field in the right column,  
change the mapping by selecting a different Schedule+ field name from the drop  
down list box for the corresponding cell in the right column.  
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Deleting a Mapping  
If a field in the left column should not be mapped to anything, select (none) from  
the drop down list box for the corresponding cell in the right column. The (none)  
option is not available for the Name field.  
REVIEWING TRANSLATION STATUS  
After each translation is finished, whether it completed successfully or was inter-  
rupted, the results are written onto the Status screen. Click the Status button on  
Welcome screen to see the history of any translations begun during the current  
execution of the HP PIM Translation Utility application.  
Click OK to return to the Welcome screen  
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Chapter 5 – WORKING WITH  
PRE-INSTALLED APPLICATIONS  
OVERVIEW OF HP PALMTOP PC PRE-INSTALLED APPLICATIONS  
The software programs on your palmtop PC have been specifically developed for  
this computer. Many of them are similar, “pocket-sized” versions of those  
running on your desktop computer. Information can be exchanged between the  
software programs running on your palmtop PC and those running on your desk-  
top computer. In this way you can take advantage of both the portability of your  
Handheld PC and the power and storage capacity of your desktop computer.  
Information Manager for Windows CE  
Track contacts, manage your schedule, and organize tasks with the three compo-  
nents of Information Manager: Contacts, for keeping phone numbers and ad-  
dresses; Calendar, for scheduling appointments and events; and Tasks, for keep-  
ing track of your to-do list. If you are using a Microsoft desktop Information  
Manager like Outlook, you can update the information in Information Manager  
by synchronizing contacts, appointments, and tasks with your palmtop PC.  
Microsoft Pocket Word  
Take notes, compose memos, and review reports anytime, anywhere. You can  
create and edit files in Pocket Word, and then print them via infrared or transfer  
them to Microsoft Word on your desktop computer for printing. You can also take  
Microsoft Word documents on the road, then convert and copy your documents  
back to your desktop computer.  
Microsoft Pocket Excel  
Calculate expenses, create reports, or manage data using this application. You can  
do spreadsheet computing while you’re away from your desktop computer.  
Microsoft Pocket PowerPoint  
Carry your slides and even make full-color PowerPoint presentations from your  
palmtop PC if you have a VGA-out card which is available for seperate purchase  
as an accessory.  
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Quicken®ExpensAbleTM  
Completing an expense report is easier, more convenient and more cost-effective  
with Quicken ExpensAble for Windows CE (QE/CE) from On the Go Software.  
QE/CE replicates the look and feel of its award-winning desktop companion,  
Quicken ExpensAble (QE) in a fully featured expense reporting application.  
Fiscal ProTM  
Fiscal Pro is a financial application software designed specifically for real estate,  
retailing and business professionals who need to use their palmtop PCs to make  
financial decisions quickly and accurately. Fiscal Pro employs a “form filling”  
metaphor to provide you with a rich problem solving environment that is unparal-  
leled in its ease of use, power and flexibility.  
Microsoft Voice Recorder  
Record voice memos and notes to yourself without having to contend with paper  
and pen. The Voice Recorder allows you to record messages to yourself quickly  
and conveniently.  
bFAX ProTMFax Send/Receive Application  
Send, receive and manage faxes quickly and conveniently. Attach Pocket Word  
documents (pwd), plain text files (txt), received-faxes (tif), bitmap images (bmp),  
even your own handwritten notes to your faxes.  
Inbox  
Send and receive Internet mail, and send faxes. If you have an account with an  
Internet Service Provider (ISP), you can use Inbox to send and receive messages  
via a dial-up connection using a PC card modem.  
Microsoft Pocket Internet Explorer  
Find information on the Internet. The Pocket Internet Explorer toolbar makes it  
easy to enter an address, return to your start page, and store favorite addresses in  
a folder.  
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bFIND Global Find Utility  
Search the contents of your palmtop. With bFIND you can search databases, files,  
filenames, and e-mail messages.  
World Clock  
Keep track of the current date and time whether you are at home or away. You can  
set the clock to keep time for your home city and for a place you’re visiting.  
World Clock stores information on time zones, airports, dialing codes, and dis-  
tances, and even calculates sunrise and sunset for any city in the world.  
Calculator  
Perform calculations using on-screen buttons and keep track of your calculations  
with an on-screen “paper tape”. In addition, you can copy data and paste it into  
documents and spreadsheets.  
Other Possibilities: Sending and receiving information  
Your palmtop PC provides you with several methods of transferring information  
and communicating with other computers.  
• Using a serial cable and the Mobile Devices utility on your desktop computer,  
you can synchronize Calendar, Contact and Task information between these  
programs on your palmtop PC and the Microsoft Information Manager on  
your desktop computer.  
• Using a serial cable and the Mobile Devices, you can transfer files, such as  
Microsoft Excel, Microsoft Word, and Microsoft PowerPoint files between  
your palmtop PC and your desktop computer.  
• Using infrared communications, you can transfer information between two  
palmtop PCs.  
• Using a PC card and modem and a communications program, you can  
connect to the Internet (or use a RAS connection to connect to your  
company network).  
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INFORMATION MANAGER FOR WINDOWS CE  
Information Manager includes three components:  
• Calendar: for scheduling appointments and events  
• Contacts: for keeping phone numbers and addresses  
• Tasks: for keeping track of your to-do lists  
If you are using a Microsoft Information Manager such as Schedule+ or Outlook  
on your desktop computer, you can transfer information between the above pro-  
grams on your palmtop PC with the desktop Information Manager. This allows  
you to have the most up-to-date, accurate information on both computers.  
Creating the initial database  
If you already have calendar, contact, and task information stored on another  
computer, you have the following options for transferring the information to your  
palmtop PC:  
• If you have calendar, contact, and task information stored in a Microsoft  
Information Manager (e.g. Schedule+ 7.0a or Outlook) in your desktop  
computer, you can synchronize your palmtop PC using the Mobile Devices.  
• If the information is stored in another palmtop PC, you can transfer individual  
contact cards using infrared communication.  
• If the information is stored in HP100LX/200LX palmtop PCs or HP OmniGo  
100/120 organizers, you can transfer your Appointment Book and Phone  
Book data to your palmtop PC using the appropriate HP connectivity solution  
together with the HP PIM Translation Utility which is included in the  
HP CD-ROM.  
Working in the software programs  
The Calendar, Contacts, and Tasks programs share a similar structure: each has  
both a list view and individual card views.  
List views. Each program has one or more list views. Each list view displays  
one row of the most important information for each entry. In some cases, you  
can make changes in the list view.  
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Card views. Each entry in a list has a card that contains detailed information  
about that entry. From the list, double-tap or press Enter on an entry to see its  
card. To create a new entry, tap the New option from the File menu.  
Important  
!
Whenever you add or make changes to a card, be sure to tap OK to save your  
changes before you close the card.  
CALENDAR  
To start Calendar:  
• Press on the Calendar icon on the Quick Application Launch Pad OR  
• Double-tap the Calendar icon on the desktop OR  
• Tap the Start button, then Programs, followed by Pocket Outlook to choose the  
Calendar icon  
Viewing your calendar  
Calendar has three views: Day, Week, and Agenda. You can also have a month  
view of your appointments and a 6-month calendar using the HP-exclusive utility,  
Month-at-a-Glance-Plus. To switch views, tap on the appropriate button on the  
toolbar or double-tap on the Month-at-a-Glance-Plus icon on the taskbar.  
Day view  
In Day view, tap the date that you want to see on the calendar. Full-day events  
appear in the box above the day’s schedule. Active tasks entered in the Tasks  
program appear in the box above the calendar. To edit any task information, just  
tap on the task to get the task card.  
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Tip  
To quickly change the date, tap the month or year on the calendar, and then select  
the month or year you want.  
Week view  
In Week view, you can see a week’s appointments all at once. Tap the arrows to  
the left of the date headings to move forward and backward a week at a time. Use  
the commands on the View menu to set the number of days displayed and to  
switch between hour and half-hour time slots.  
Tapping a date button takes you to that day in Agenda view.  
Month view  
To get a Month view, double-tap on the Month-at-a-Glance Plus icon on the taskbar.  
You can also view your appointments for the day in the Month view by first tap-  
ping on the date, and then pressing the spacebar.  
Day View  
6-Month Calendar  
Week View  
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Agenda View  
Agenda view shows you a summary of your appointments, events, and tasks for  
the day. To add new appointments, events, or meetings, use the File menu. To edit  
them, highlight the item and choose Edit Item from the Edit menu or simply  
double-tap on the item to evoke a card. You cannot add a new task from the  
Agenda view.  
6-month Calendar  
From the Month view, you can obtain a 6-month calendar by choosing the 6-  
month calendar from the View menu on the toolbar.  
Adding appointments and events to your schedule  
In Calendar, you use an appointment card to add appointments and full-day events.  
You can even set additional information, like reminders and notes. In both Day  
and Week views, symbols appearing in an appointment’s description indicate that  
additional information has been entered.  
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To add an appointment  
1. In Day or Week view, tap the appointment date on the calendar. In the Month-  
at-a-Glance view, double-tap on the appointment date.  
2. Double-tap the appointment time or tap the New Appointment button.  
Type a description of the appointment and a location. If the appointment will  
last longer than the default time slot, drag the stylus over the necessary time  
slots to select them. Type in your notes pertaining to the appointment in the  
Notes area. You may also choose to put in the category of the appointment and  
participants of a meeting by tapping on the appropriate button above the  
Notes area.  
3. If you want, change the date and time by either typing over the information  
displayed, or tapping the down arrow in the date and time boxes.  
4. Add any of the following information about the appointment:  
• For a reminder, tap the Reminder check box, and then specify when you  
want to be reminded about an appointment; for example, 15 minutes before  
the start. Tap the Options in the Tool menu to specify the kind of reminder  
you want.  
• Tap the down arrow in the Recur box to make this into a recurring appointment.  
5. When finished, tap OK.  
Tip  
To set an appointment with no duration, specify the same start and end time.  
You’ll see a small triangle icon next to an appointment with no duration.  
To add a full-day event  
1. In Day view, select the date of the event you want to add.  
2. Tap File and then tap New All Day Event. Alternatively, you can tap the All  
Day Events box near the top of the window and then tap New All Day Event.  
You can also add new annual all day events from the pull-down menu.  
3. Complete the information in the appointment card. Make sure that the All day  
Event check box is selected.  
4. When finished, tap OK.  
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Note  
!
In Week view, an asterisk (*) in the date button indicates that you have entered an  
event for that date. Events also appear in Agenda view.  
Changing or deleting appointments and events  
To change appointment information  
1. Double-tap the appointment that you want to change.  
2. Make the changes, and then tap OK.  
If you want to change only the time or duration of an appointment, you can do so  
without opening the appointment card.  
To move an appointment to a different day or time  
• In Day view, drag the appointment up or down to the new time slot.  
• In Week view, drag the appointment up or down within that day or from one  
day to another within the week.  
To change the time duration of an appointment  
1. Tap the appointment.  
2. Drag the upper or lower triangular resize handle up or down.  
To change a full-day event  
1. Tap the event in the All Day Events drop-down list.  
2. Make the changes you want, and then tap OK.  
To delete an appointment  
• Tap the appointment, and then tap the Delete button on the toolbar or the  
DEL key.  
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Important  
!
Appointments and events are deleted immediately and cannot be retrieved; they  
are not moved to the Recycle Bin.  
Appointments and events you delete on your Handheld PC will be deleted from  
your information manager on your desktop computer the next time you synchronize.  
Printing appointments, events, and tasks  
You can print appointments, events, and tasks stored in your Calendar program  
directly from your palmtop PC. They are printed in plain text format.  
To print appointments, events, and tasks  
1. Connect your palmtop PC to a printer using a serial cable or an  
infrared connection.  
2. On the File menu, tap Print.  
3. Select the range of dates for which you want to print your appointments, events,  
and tasks.  
4. In the list, tap the port to which you want to print, and then tap OK.  
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CONTACTS  
You can use the Contacts program to keep track of your personal and business  
contacts at home and on the road. You will no longer need to save a stack of  
business cards until you get back to your office(you can enter the information in  
your palmtop PC. When you connect your palmtop PC to your desktop computer,  
your new and updated contacts are synchronized with your existing contacts.  
To start Contacts  
• Press on the Contacts icon on the Quick Application Launch Pad OR  
• Double-tap the Contacts icon on the desktop OR  
• Tap the Start button, then Programs, followed by Pocket Outlook to  
choose Contacts  
Viewing contact information in the contact list  
Contacts maintains a list of contacts that you create, as shown in the following  
illustration.  
To move around in your contact list  
• To quickly move to a name in the list, tap the tab containing the first letter of  
the name you want to see.  
• To move up or down one line at a time, tap the scrollbar arrows.  
• To move up or down by one page, tap the scrollbar above or below the slider.  
To sort the contact list based on a different column  
Tap the column heading. The list will be sorted by this column. By default, the list  
is sorted alphabetically by last name. You can choose to sort the list by first name  
or by any of the columns in the contact list. A triangular icon in the column head-  
ing indicates the column by which the list is sorted.  
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Note  
!
You can resize the columns to see more information by dragging the bar between  
column headers to the left or right.  
To change the information that appears in the contact list  
1. On the Tools menu, tap Customize Columns.  
2. Select the item that you want to appear in a column by tapping the down arrow  
in the column box and then tapping Add & Remove as necessary.  
3. When finished, tap OK.  
Adding and changing contact information  
You add and maintain contact information for an individual on a contact card.  
Each card contains three tabs which are accessed via the icons, Business, Home  
or Notes. Touch the icons to go to the appropriate tab.  
To create a new contact card  
1. Tap File, then New on the toolbar.  
2. Type the information you want in the appropriate fields.  
3. When finished, tap OK.  
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Tips for adding information  
• Although names and addresses appear as a single block of text in the contact  
card, the Contacts program stores the information in separate fields to make  
searches and synchronization easier. To make sure a name is stored correctly,  
in the contact card, tap the name, and then tap the Confirm Address button to  
the right of the name to display the Confirm Name dialog box. Do likewise for  
the address.  
• If a field that you want is not displayed, tap Other to select from a list of fields.  
To modify a contact card  
1. In the contact list, double-tap the entry that you want to change.  
2. Make the changes you want on the contact card. To change a field that is not  
currently displayed, tap Other.  
3. When finished, tap OK.  
To create a copy of a contact card  
1. In the contact list, tap the name of the person whose card you want to copy.  
2. On the Edit menu, tap Create Copy.  
Tip  
Copy contact cards to quickly create cards for several people who share informa-  
tion for example, several contacts from the same company. First make the copy  
and then double-tap the copy and make any changes.  
To delete a contact card  
1. In the contact list, tap the contact card(s) that you want to delete.  
2. Tap the Delete button or DEL key.  
Important  
!
Contact cards are deleted immediately and cannot be retrieved; they are not moved  
to the Recycle Bin.  
Cards you delete on your palmtop PC will be deleted from your information  
manager on your desktop computer the next time you synchronize.  
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Finding contact information  
Contacts gives you simple methods to quickly search for a contact in your contact  
list, and to search for specific information anywhere in the Contacts database.  
To find a contact  
1. In the contact list, tap a column heading to indicate the type of information you  
want to search on. The column heading appears in the Quick find box on  
the toolbar.  
2. Type a few characters of the information you’re trying to find. These characters  
are displayed in the Quick find box as you type. The contact list scrolls to the  
first entry that matches the character(s) you type. For example, if you select  
Last Name and type “smi”, the list might scroll to the first person in your list  
named Smith.  
To find specific information on a contact card  
1. On the Tools menu, tap Find.  
2. Type the information you want to find, and then tap OK. Contacts opens  
the first contact card on which the information is found, and highlights  
the information.  
Printing contact information  
You can print your contact information directly from your palmtop PC. The infor-  
mation is printed in plain text format.  
To print contact information  
1. Connect your palmtop PC to a printer using a serial cable or an  
infrared connection.  
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2. Select the names of the contacts for which you want to print information. To  
select more than one name, hold down the SHIFT key while tapping.  
3. On the File menu, tap Print.  
4. In the list, tap the port to which you want to print, and then tap OK.  
TASKS  
Take your Handheld PC with you as your portable electronic to-do list. You can  
keep track of your tasks and check them off as you complete them, plus you can  
set priority, reminder, and recurrence options for each task.  
Viewing tasks  
In your task list, you can quickly view all tasks or a specific task category. You  
can choose between All Tasks, Active Tasks, Completed Tasks, or tasks associ-  
ated with a particular project.  
Note  
!
You can also view active tasks from the Active Tasks list in the Day view of the  
Calendar program.  
To start Tasks  
Press on the Tasks icon on the Quick Application Launch Pad OR Double-tap the  
Tasks icon on the desktop OR Tap the Start button, then Programs, followed by  
Pocket Outlook to choose Tasks  
To view a task category  
1. Tap the Filter box on the toolbar to see the list of task categories.  
2. Tap the task category that you want to view. Tasks included in that category are  
displayed in the window.  
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Sorting Tasks  
You can sort the task list by any of its columns. Simply tap the column heading,  
and the information is sorted in alphabetic or numeric order. If you sort by Status,  
uncompleted tasks appear before completed tasks.  
Adding and changing task information  
To create a new task  
1. Tap the New Task button on the toolbar.  
2. Type the task description, and then enter other information.  
3. If you want a reminder, select the Reminder check box, and then set the  
reminder options you want. (You can only set a reminder for a task that  
has both a start and due date.)  
4. If it is recurring, tap the down arrow in the Recur box and specify  
the recurrences.  
5. To add task notes, tap on the Notes area and type your information.  
6. When finished, tap OK.  
To edit tasks in the task list  
1. Tap on the Task, then tap Edit Task from the Edit menu on the toolbar to display  
the Task card. You can also double-tap on the task to display the Task card.  
2. Alternatively, you can also use the Edit panel by tapping on its icon.  
Delete button  
Go to the edit panel by tapping this icon.  
3. Make the changes you want, and then tap Enter.  
To quickly make changes to a number of tasks, work in the task list with the edit  
panel displayed. If you are making changes to reminders, setting recurrence  
options, or adding notes, edit the task card directly.  
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To mark a task complete  
In the task list, select the check box for the completed task or on the task card,  
select the Completed check box. When you mark a task complete it moves into  
the Completed Tasks category.  
To permanently remove a task from the list  
1. Tap the task in the task list.  
2. Tap the Delete button on the toolbar.  
Tasks are deleted immediately and cannot be retrieved; they are not moved to the  
Recycle Bin.  
To permanently remove all completed tasks from the list  
On the Edit menu, tap Delete Completed Tasks.  
Tasks you delete on your palmtop PC will be deleted from your information man-  
ager on your desktop computer the next time you synchronize.  
Working with reminders  
You can set reminders for appointments, events, and tasks, which consist of one  
or more of the following: a message box, a flashing light, or a sound.  
The reminder will be activated before the appointment, event or task occurs by  
the period of time you specify. Reminders are activated, even when your palmtop  
PC is powered off. The message box is displayed on your screen when you power  
the Handheld PC on.  
You can set up default reminder options by tapping Tools, then Options, and then  
tapping the alarm icon. When you specify reminder options for a specific item,  
they override the defaults. In Calendar, appointments for which reminders have  
been set are identified by the alarm symbol.  
• If a reminder appears in a message box, tap OK to close the box or tap Snooze  
to see it again after five minutes.  
Printing a list of tasks  
You can print a list of tasks directly from your Handheld PC. Tasks are printed in  
plain text format.  
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To print a list of tasks  
1. Connect your Handheld PC to a printer using a serial cable or an infrared  
connection.  
2. From the Task list, select the tasks that you want to print.  
3. On the File menu, tap Print.  
4. In the list, tap the port to which you want to print, and then tap OK.  
Synchronizing information with your desktop  
You can synchronize calendar, contact and task information between your desk-  
top computer and your palmtop PC, so that you can easily maintain up-to-date,  
accurate information in both locations. Data can be synchronized manually or  
automatically, whenever you connect the two computers. See ‘Synchronizing Data’  
on Page 31 for details.  
MICROSOFT POCKET WORD  
Wherever you go, your Handheld PC gives you the word processing and  
spreadsheet tools you need:  
• Use Microsoft Pocket Word to create everything from notes and memos  
to reports.  
• Use Microsoft Pocket Excel to create spreadsheets for everything from  
expense reports to investment tracking to mileage logs.  
You can create these documents and spreadsheets yourself or use one of the sam-  
ple documents.  
Pocket Word and Pocket Excel work much like their desktop counterparts,  
Microsoft Word and Microsoft Excel. You can even use Pocket Word and Pocket  
Excel to view Microsoft Word and Microsoft Excel files, vice versa.  
In this chapter, you will learn how to use Pocket Word and Pocket Excel to create  
documents and spreadsheets. This chapter also describes how to print Pocket Word  
files directly from your Handheld PC. For information on how to print PocketWord  
and Pocket Excel files from H/PC Explorer, as well as convert them to Microsoft  
Word and Microsoft Excel, see Chapter 3, “Working with the HP Palmtop PC”.  
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Working with documents and workbooks  
Pocket Word and Pocket Excel share many common functions. Regardless of  
which program you are using, the process of opening, saving, and searching through  
a file is almost identical. The following section describes how to do these basic  
operations in either program.  
Opening a document or workbook  
You can open as many documents or workbooks as you want, limited only by  
available memory. Each open document or workbook appears as a button on the  
taskbar. To quickly switch to another document or workbook, tap the correspond-  
ing button on the taskbar.  
To open Pocket Word or Pocket Excel  
Double-tap the Pocket Word or Pocket Excel icon on the desktop. This both opens  
the chosen program and a file.  
To open an existing document or workbook  
1. On the File menu, tap Open.  
2. Browse to the location of the document, and then double-tap the  
document icon.  
Tip  
To easily open the most recently used file, tap the File menu and then tap the  
file’s name.  
To create a new document or workbook  
On the File menu, tap New, and then tap Document or Workbook.  
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To create a document or workbook from a sample  
1. On the File menu, tap New, and then tap Document/Workbook from Template.  
2. Double-tap the sample file that you want.  
Sample Type  
File Name  
Document  
Estimate  
Letter  
meeting Notes  
Memo  
Workbook  
Amortize  
Conversions  
Expense Report  
Golfcard  
Mileage Log  
3. On the File menu, tap Save As, enter a new name for the file, and then tap OK.  
4. Begin working in the new file:  
• In a document, select the text to replace and begin typing.  
• In a workbook, select a cell and begin typing.  
Saving a document or workbook  
By default, Pocket Word and Pocket Excel save their files to the My Documents  
folder. If you rename the My Documents folder, these programs will save their  
files to the root folder (My Handheld PC).  
Pocket Word gives you two ways to save documents:  
• .pwd (Pocket Word) saves the document in Pocket Word format. Choose this  
file type when using files on your palmtop PC or transferring files to Microsoft  
Word on your desktop computer.  
• .txt (Text Only) saves text without formatting. Choose this file type if you are  
going to use this file with a program that cannot read a .pwd file.  
Pocket Excel automatically assigns a .pxl extension to the workbook you save.  
To save a document or worksheet  
1. On the File menu, tap Save.  
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2. If this is the first time you have saved the file, type a name for it in the Name  
box, and then open the location in which you want to store it.  
3. If you are saving a Pocket Word document, go to the Type list and select the  
file type.  
4. Tap OK.  
To close a document or workbook  
• Tap the Close button on the toolbar.  
If only one document or workbook is open, closing it also closes Pocket Word or  
Pocket Excel, respectively.  
Finding and replacing text or data  
Use the commands on the Edit menu to quickly locate or revise information in a  
file. In Pocket Word, use Find (CTRL+F) to locate information and Replace  
(CTRL+H) to revise information. In Pocket Excel, use Find/Replace (CTRL+F)  
to do either.  
Note  
!
Pocket Word searches the whole document regardless of where the insertion point  
is located when you start the search.  
When finding or replacing information, you can specify not only the text or data  
to locate or replace, but also how to conduct the search. Set your search options in  
the Find and Replace dialog boxes that appear after choosing a command from  
the Edit menu.  
Choose this search option  
Match whole words  
If you want to  
Search for the whole word only (Pocket  
Word only)  
Match case  
Match entire cell  
Look in  
Search for the word or phrase exactly  
as typed  
Search for an exact and complete match  
of characters in a cell (Pocket Excel only)  
Search for a particular workbook  
attribute, either a value or formula  
(Pocket Excel only)  
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When finding information, tap the Edit menu and then tap Find Next (CTRL+4)  
to find the next instance of the search.  
When replacing information, you can choose which instances in the file get re-  
placed. Make these choices in the Find dialog box that appears after the first  
instance has been located.  
If you want to  
Choose this replace option  
Find the next match without replacing  
the current one  
Replace the current selection  
Replace all occurrences of the word,  
phrase, or data in the file  
Find (Pocket Word)  
Find Next (Pocket Excel)  
Replace  
Replace All  
Moving and copying information  
Before you can move or copy information in your file, you first need to select it.  
The easiest way to select information is with your stylus.  
To move or copy a selection  
1. Select the text you want to move or copy.  
2. On the Edit menu, tap Cut to move the selection or tap Copy to copy  
the selection.  
3. Tap the location where you want to move or copy the selection.  
4. On the Edit menu, tap Paste.  
Fixing a mistake  
If you make a mistake, use the Undo command to undo the most recent action.  
You cannot undo more than one action.  
To undo the most recent action  
• On the Edit menu, tap Undo.  
To undo the last Undo command  
• On the Edit menu, tap Redo.  
Using Pocket Word  
This section teaches you how to select and format text in Pocket Word. It also tells  
you how to use Outline view to organize your document.  
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Once you have created your Pocket Word document, you can either print it using  
Mobile Devices on your desktop computer or transfer it to Microsoft Word for  
further revision. See Chapter 2, “Sharing Information”, to find out how to print  
and transfer documents.  
Selecting text  
As outlined in the following table, Pocket Word offers some easy ways to select a  
specific portion of your document.  
To select  
Do this  
• Any item or amount of text  
• A picture  
Drag the stylus over the text.  
Tap the picture.  
• A word  
Double-tap the word.  
• A single paragraph  
• An entire document  
Trip-tap within the paragraph.  
On the Edit menu, tap Select All.  
Formatting text  
Unlike Microsoft Word, Pocket Word has no Format menu and does not use styles.  
You can format text alignment by either tapping a toolbar button or use the For-  
mat menu. To find out what a button does, look at its ToolTip (press and hold  
down the button with the stylus).  
To create a bulleted list  
1. Tap the Bullets button on the toolbar and type the first item.  
2. Press ENTER, type the next item, and repeat as needed.  
3. Press ENTER, and then tap the Bullets button again to end list formatting.  
Setting tabs  
Pocket Word sets tabs to 0.5-inch intervals; however, if you set custom tabs in a  
Microsoft Word document on your desktop computer, the tabs are preserved when  
you convert the document to Pocket Word.  
To set paragraph indentation  
1. Transfer a Microsoft Word document with the desired paragraph indentation  
from your desktop computer to your Handheld PC.  
2. Open the transferred document in Pocket Word.  
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3. Copy the paragraph with the desired indentation from the transferred document  
and paste it into a new Pocket Word document.  
4. Edit the copied text. (Pocket Word retains the paragraph formatting).  
Working with fonts  
Your palmtop PC comes with several fonts installed on it. To see which fonts,  
look in the Windows folder in My Handheld PC or under Font in the Format  
menu. You can also install additional fonts by using the Windows CE Mobile  
Devices. The fonts and font sizes you can add are available in Pocket Word and  
Pocket Excel. TrueType fonts are generally the best fonts to convert to your palmtop  
PC, however, other font types can be converted as well.  
Note  
!
Because fonts take up valuable program and storage memory on the palmtop PC,  
add only the fonts and font sizes that you need.  
To add a font  
• Connect your palmtop PC to your desktop computer and run Mobile Devices.  
On your desktop computer, drag the font file(s) to the Windows/fonts folder in  
the Mobile Devices window.  
• Select the font sizes that you want to download to the palmtop PC. To view the  
font files on your palmtop PC, look in the Windows/fonts folder. If you  
transfer a document from your desktop computer that uses a font not installed  
on your palmtop PC, Pocket Word uses the closest matching font. It also uses  
this font for any new text that you type. Transferring the document back to  
your desktop computer restores the original font.  
To set or change the default font in a document  
1. Open a new document.  
2. Before you begin typing, tap Select All on the Edit menu to select the first  
blank paragraph.  
3. Select a font from the list on the toolbar.  
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4. Begin entering your information and save your finished file.  
Using Outline view  
Outline view is a handy way to take notes, organize a document, or view portions  
of long documents on your palmtop PC. Outline view makes it easy to restructure  
your document by promoting, demoting, or moving headings and paragraphs with  
the tap of a button.  
Note  
!
The indentations and symbols in Outline view do not appear in Normal view.  
To switch to Outline view  
On the View menu, tap Outline.  
Working with headings and body text  
Outline view provides nine heading levels and one body text level. The formats  
for these levels correspond to heading styles in Microsoft Word. You can display  
all of the text in the document or only headings, without any body text.  
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To display all headings and body text  
Tap the list box on the toolbar and tap All Levels from the list.  
To display only headings  
Tap the list box on the toolbar, and then tap the heading level you want to display.  
Using the toolbar to move, expand, or collapse text  
To format, move, hide, or display selected text, tap the appropriate button on the  
Outline view toolbar. Tap the button as many times as necessary to achieve the  
desired result.  
Tap  
To  
Promote the heading one level.  
Demote the heading one level.  
Style a paragraph as body text.  
Move the selection up one paragraph in the outline.  
Move the selection down one paragraph in the outline.  
Display (expand) a heading’s subheadings and body text.  
Hide (collapse) a heading’s subheadings and body text.  
Using symbols to expand or collapse text  
The symbols that appear next to paragraphs in Outline view indicate whether  
there is subtext and whether it is expanded or collapsed.  
This symbol  
Means  
A heading with no body text or subheadings  
A heading with body text or subheadings expanded  
A heading with body text or subheadings collapsed  
Body text  
You can use these symbols to expand or collapse text. To expand a heading or  
subheading, double-tap next to the heading. To collapse a heading and its body  
text, double-tap  
next to the heading.  
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Printing Pocket Word documents from your palmtop PC  
You can print Pocket Word documents directly from your palmtop PC. The palmtop  
PC prints these files in plain text format, without graphics, paragraph formatting,  
or character formatting.  
To print a Pocket Word document  
1. Connect your palmtop PC to a printer using a serial cable or an  
infrared connection.  
2. Open the document that you want to print.  
3. On the File menu, tap Print.  
4. In the list, tap the port to which you want to print, and then tap OK.  
MICROSOFT POCKET EXCEL  
In this section, you’ll find information about how to edit cells, enter data, manag-  
ing worksheets, and work with formulas.  
Editing cells and data  
The following table lists information on how to complete various tasks in Pocket  
Excel.  
To select  
On the Tools menu  
Go to a specific cell  
Tap Go To, and then type the column  
letter and row number of the cell.  
Tap Insert Function  
Create functions  
Define names  
Tap Define Name  
Insert, delete, rename, or move  
sheets  
Tap Modify Sheets  
To  
On the Format menu  
Format cells  
Tap Cells  
Resize, hide or reveal rows  
Resize, hide or reveal columns  
Insert cells, rows, or columns  
Delete cells, rows, or columns  
Tap Row Height  
Tap Column Width  
Tap Insert  
Tap Delete  
Entering data using the Fill command  
You can use the Fill command to enter data automatically. For example, you can  
enter the same information in several cells or enter an incremental series. When  
you use the Fill command, formatting from the active cell is applied to all cells in  
the selection.  
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To automatically copy data  
1. Select the cell or cells that contain the data you want to copy. The source cells  
can occupy only one row or column.  
2. On the Edit menu, tap Fill.  
3. Under Fill Type, select Copy, and then tap a direction in the Direction list.  
4. Tap OK.  
To automatically enter a series  
1. Select a cell, and then type the beginning of the series – a number, date, or text  
followed by a number (for example, Qtr1).  
2. Select the cell again and extend the selection to cover the cells you want to fill.  
3. On the Edit menu, tap Fill.  
4. Under Fill Type, select Series, and then tap a direction from the Direction list.  
5. Select a Series Type and any additional options you need.  
Tap Number to specify the amount by which the number should be incremented  
in the Step value box.  
• Tap Autofill to automatically fill the series based on the data in the first cell.  
This data must be: a day (either its three-letter abbreviation or spelled out), a  
month (either abbreviated or spelled out), or numbered text (for example, Qtr1).  
If it does not, Pocket Excel will simply copy the data in the first cell.  
• Tap Date to select an option from the Date list. Then specify an increment in  
the Step value box.  
6. Tap OK.  
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Entering values  
Pocket Excel recognizes two types of data: values (constant text and numbers)  
and formulas (a sequence of values, cell references, names, functions, or opera-  
tors, that produces a new value from existing values). This section deals with  
values. For information on formulas, see the next section, “Using functions and  
formulas.”  
When you enter a value, Pocket Excel determines its data type based on what you  
type. Then, Pocket Excel applies the default format for that type of entry: text,  
date, time, currency value, or percentage.  
Note  
!
Although Pocket Excel automatically formats your entries, you can change the  
formats as needed.  
Formatting text  
A cell formatted as text can have up to 255 characters and is left-aligned by de-  
fault. You can include in this cell any combination of nonnumeric characters,  
numbers, and spaces, such as:  
A-Z a-z< > ? ‘“ ; { } [ ] | \ _ * & ^ # @ ! ‘ ~ % ,  
Sometimes you may want to treat a number as text (for example, you want the  
leading zero in a postal code to be displayed). If you format a cell as text, Pocket  
Excel will not alter any number you enter into it.  
To format a cell as text  
1. Select the cell.  
2. On the Format menu, tap Cells.  
3. On the Number tab, select Text from the Category list.  
4. Tap OK.  
Formatting numbers  
Numbers are entered as constant values and are right-aligned in the cell by  
default. Numbers can include numeric characters (0 through 9) and any of the  
following special characters:  
+ / $ , % . E e - ( )  
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Pocket Excel stores values with 15 digits of precision, regardless of displayed  
format. To indicate a negative value, either type a minus sign in front of the value  
or enclose the value in parentheses.  
If a number includes an internal space (for example, 98 123) or any other charac-  
ter not shown in the preceding list, it is entered and displayed as text; however, a  
number followed by a space (for example, 98123 ) is formatted as a number.  
To format a cell as a number  
1. Select the cell.  
2. On the Format menu, tap Cells.  
3. Select one of the number types from the Category list.  
4. Tap OK.  
Working with various number types  
Pocket Excel lets you choose from eight different number types: Number, Cur-  
rency, Accounting, Date, Time, Percentage, Fraction, and Scientific. Here are some  
guidelines for working with a few of them.  
Currency guidelines  
• If you enter a number with the currency symbol, the symbol must precede  
the number.  
• The default number of decimal places is 2 and the maximum is 15. Pocket  
Excel will round a number if it has more decimal places than that specified for  
the cell.  
• Values are right-aligned in the cell by default. If you use parentheses to  
indicate a negative value, Pocket Excel adds a space after positive values, so  
that decimal points for both positive and negative numbers align correctly  
within a column.  
Dates and times guidelines  
• Pocket Excel ignores capitalization.  
• If you want to display time using the 12-hour clock, type am or pm (for  
example, type 3:00 pm). Otherwise, Pocket Excel automatically displays time  
using the 24-hour clock (for example, 15:00).  
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• To enter dates, use either a slash (/) or a hyphen (-), and specify months using  
either the full name or the three-letter abbreviation. When entering a year,  
Pocket Excel recognizes numbers between 1900 and 2078. See the following  
table for date and time examples.  
Date  
Times  
8/3/96  
3:00  
Aug-96  
31-Aug-96  
3:00:00 pm  
8/31/96 3:00 pm  
• Enter a date and time in the same cell by typing a space between them.  
• A date may appear differently from what you typed because Pocket Excel  
matches your entry to the closest default format. You can change the format.  
Percentages guidelines  
• To enter a percentage, type one of the following: the number followed by the  
percent sign (for example, type 5%), the number as a decimal (for example,  
0.05), or the value as a formula (for example, =1/20). For the first method,  
Pocket Excel will automatically format the cell as a percentage. In the latter  
two cases, you must format the cell as a percentage.  
Custom number guidelines  
• If the Microsoft Excel file that youíve transferred to your Handheld PC  
contains a custom number format, that format may be displayed correctly in  
Pocket Excel even if there is not an exact format match. You will see Custom  
selected on the Number tab in the Format Cells dialog box.  
Using functions and formulas  
Pocket Excel supports about 100 commonly used Microsoft Excel functions. Pocket  
Excel Help provides specific details on working with functions, which often have  
several associated arguments. To see function descriptions, tap Insert Function on  
the Tools menu, and then tap the Help button.  
To quickly calculate averages, sums, or maximum/minimum values  
1. Select a range of cells.  
2. Tap the AutoCalc menu on the status bar at the bottom of the screen.  
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3. Tap the desired function. The result appears in the status bar.  
In addition to functions, Pocket Excel supports formulas, so that you can calcu-  
late values and analyze worksheets. Specifically, you can perform operations on  
worksheet values by using one of three operators on elements of a formula:  
Arithmetic operators, such as addition, subtraction, division, multiplication,  
percent, and exponentiation, perform basic mathematical operations and  
produce numeric results.  
Comparison operators compare two values and produce the logical value  
TRUE or FALSE. Examples include =, >, < , >= , <=, < >.  
• Text operators join two or more text values into a single combined text value.  
For example, if First Quarter 1996 is the text in cell A1, the formula, =”Total  
sales for “&A1, produces the text, Total Sales for First Quarter 1996.  
Once you have entered a formula, the formula’s resulting value appears in the  
corresponding cell on the worksheet. When you select a cell containing a for-  
mula, the formula always appears in the formula bar.  
To enter a formula  
1. Tap the cell you into which you want to enter the formula.  
2. Type an equal sign (=) to activate the formula bar. (A formula must begin  
with an equal sign.)  
3. Enter the formula using the following guidelines:  
• Use parentheses to enclose ranges (which are part of formulas) and other  
function arguments. For example, (A1:B3) represents the cell references  
and (1,2,3) represents constant values in the formula,  
=AVERAGE(SUM(A1:B3),SUM(1,2,3)).  
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• Insert references into your formula by selecting cells on your worksheet.  
When you select cells, Pocket Excel inserts relative references in  
your formula.  
4. After you have completed the formula, press ENTER.  
Using references  
A reference identifies a cell or a group of cells on a worksheet. It tells Pocket  
Excel where to look to find the values used in a formula.  
A cell’s reference is the set of coordinates that a cell occupies on a worksheet. For  
example, B3 to the cell at the intersection of column B and row 3. To see a cell’s  
reference, tap the cell and look in the Name box (which is directly below File and  
Edit on the toolbar).  
A cell range is a reference that covers two or more adjacent cells on a sheet. For  
example, the cell range, A1:B5, includes cells in rows 1 through 5 and in column  
A and column B.  
Tip  
To quickly go to another cell or range, type the cell or range reference in the  
Name box and then press ENTER.  
You can reference only those worksheets that are within a workbook. If the  
worksheet’s name includes spaces, such as January Sales, enclose the entire sheet  
reference in single quotation marks, ‘January Sales’.  
To reference another sheet in a formula  
Select a cell, and then type an equal sign (=) followed by the worksheet’s name,  
an exclamation point (!), and the cell or cell range. For example, =Sheet2!$A$1  
refers to cell A1 on Sheet2.  
Setting up a 3-D reference  
There are times that you may want to refer to a range of sheets in a workbook.  
This is called 3-D referencing.  
A 3-D reference needs to specify the starting and ending worksheet, as well as the  
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cells being referenced. For instance, a 3-D reference that goes from Sheet2 through  
Sheet6 and refers to the cells A2:A5 would look like: ‘Sheet2:Sheet6’!A2:A5.  
To create a 3-D reference in a formula  
1. Select the cell into which you want to enter the reference.  
2. Start the formula by typing an equal sign. If you are not starting the formula  
with the reference, type the operator that you want to precede the reference.  
3. Type the reference or name of the cells.  
4. When you finish entering the formula, press ENTER.  
Naming cells  
When using references, you can work more efficiently in Pocket Excel by taking  
advantage of the Define Name command. This feature allows you to refer to a  
cell, a group of cells, a value, or a formula with a name that’s easy to remember.  
Cell naming guidelines  
• The first character must be a letter or an underscore character. The rest can be  
letters, numbers, periods, and underscore characters. The name cannot look  
like a reference, such as A$1 or R1C1.  
• Spaces are not allowed. An underscore character or a period works well as a  
word separator. For example, use Interest.Rate or Interest_Rate.  
• A name can contain up to 255 characters.  
To name a cell or range  
1. Select the cell or range you want to define.  
2. On the Tools menu, tap Define Name.  
3. In the Names in Workbook box, type the name.  
Managing worksheets  
A workbook can contain several pages, or worksheets, making it easy to access  
all your important data. You can switch quickly from one worksheet to another, or  
arrange the worksheets to best meet your needs.  
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To switch to another worksheet  
1. On the Format menu, tap Sheet, then Modify Sheets.  
2. Select the worksheet to open, and then tap OK. Or tap the sheet shortcut menu  
on the status bar at the bottom of the screen, and tap the name of the worksheet  
you want to open.  
To rename a worksheet  
1. On the Tools menu, tap Sheet, then Modify Sheets.  
2. Tap the sheet to be renamed and then tap Rename.  
3. Type a new name and then tap OK.  
To add a worksheet  
1. On the Tools menu, tap Sheet, then Modify Sheets.  
2. Tap the name of the worksheet before which you want to add a new worksheet.  
3. Tap Insert, and then type a new name or tap OK.  
To remove a worksheet  
1. On the Tools menu, tap Sheet, then Modify Sheets  
2. Tap the sheet to be removed and then tap Delete.  
3. Tap OK.  
To change the order of worksheets  
1. On the Tools menu, tap Sheet, then Modify Sheets  
2. Select the sheet you want to move, and then tap either Move Up or  
Move Down.  
3. Tap OK.  
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MICROSOFT POCKET POWERPOINT  
With Pocket PowerPoint, you can sort and view your full-color PowerPoint pres-  
entations while on the go. Pocket PowerPoint allows you to drag and drop your  
existing slides into the palmtop PC. With a VGA-out card (available for separate  
purchase) in the PCMCIA slot, presentations can be performed straight from  
the palmtop. Also, the Pocket PowerPoint allows creation of annotations on  
the palmtop.  
Note  
!
• Pocket PowerPoint is not an editor and hence is not capable of slide creation. It  
is a viewer that allows the user to arrange and hide/unhide slides in a presenta-  
tion. It can also display speaker notes on the screen alongside the slides.  
• Note that Pocket PowerPoint can only work with slides created in  
PowerPoint ’97.  
To start Pocket PowerPoint  
• Press on the Microsoft Pocket PowerPoint icon on the Quick Application  
Launch Pad OR  
• Double-tap the Microsoft Pocket PowerPoint icon on the desktop OR  
• Double-tap an existing Pocket PowerPoint document in the Windows  
CE Explorer OR  
• Tap the Start button, then Programs, followed by Office to choose Microsoft  
Pocket PowerPoint  
To copy Microsoft PowerPoint presentations to your palmtop PC  
1. Connect your palmtop PC to your desktop computer and run Mobile Devices.  
2. On your desktop computer, drag the PowerPoint 97 presentation file(s) to the  
palmtop PC folder in the Mobile Devices window.  
3. The PowerPoint 97 presentation will be converted to Pocket PowerPoint  
format, with the content and layout preserved.  
To open an existing PowerPoint presentation in your palmtop PC  
1. The Open Presentation dialog box opens with the application.  
2. Browse to the location of the document, and then double-tap the  
document icon.  
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Note  
!
To open a presentation when the PowerPoint application has already been opened,  
tap File, then Open and double-tap on the document icon.  
Tip  
To easily open the most recently used file, tap the File menu, then Recent Files  
and then tap the file’s name.  
To create a custom title slide for your presentation  
1. Tap Tools, then Title Slide, and type in the information for the title slide.  
2. Tap OK.  
To sort your slides  
1. Tap Tools, then Slide Sorter, followed by the Up or Down arrows to change  
the sequence of the slides.  
2. Check off Hide Slide to hide slides.  
3. Tap OK.  
To view your presentation notes  
1. Tap View, then Notes Page View  
To set show  
1. Tap Tools, then Set Up Show. You can choose to view the show on the palmtop  
screen (built-in LCD) or on an external screen in which case you would need  
a VGA-out card which is an accessory available for seperate purchase.  
2. Choose Manually if you want to advace the slides manually or type in the  
desired time intervals for the slides to advance automatically.  
3. Type OK.  
To do presentations  
• Tap View, then View Show OR  
• Tap the Screen Show icon on the toolbar  
You can also use the stylus to draw annotations while presenting by tapping on  
the stylus icon on the Screen Show.  
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QUICKEN EXPENSABLE FOR WINDOWS CE  
Completing an expense report has never been easier, more convenient and more  
cost-effective than now with Quicken ExpensAble for Windows CE (QE/CE) from  
On the Go Software. QE/CE replicates the look and feel of its award-winning  
desktop companion, Quicken ExpensAble (QE) – the best-selling, fully featured  
expense reporting application.  
While traveling with your handheld PC (and nearest the point where expenses are  
incurred), start with an empty envelope and then simply fill it with information  
about your travel expenses receipts. QE/CE is essentially a very portable and  
ideal way to capture, group, preview and store expense information. Once you  
return to your desktop or notebook PC, use QE, the optional desktop version of  
ExpensAble, to add scanned receipts, process expenses, print reports and more.  
Installing Quicken ExpensAble file converters  
In order to transfer data to and from your desktop computer and your mobile  
device, you will need to install Quicken ExpensAble file converters. For more  
information on transferring files, see Transferring ExpensAbleData.  
You can download Quicken ExpensAble file converters from  
http://www.onthegosoftware.com.  
Important  
!
After you have installed the Quicken ExpensAble file converters onto your desk-  
top computer, you will need to perform the following steps to register them with  
Microsoft Windows CE Services:  
1. Disconnect your H/PC device from the desktop computer.  
2. On the desktop computer, start the Mobile Devices program from the Microsoft  
Windows CE Services folder.  
3. If there is an icon corresponding to your H/PC device, select it and delete it.  
4. Reconnect your H/PC to the desktop computer and set up the Partnership in  
Mobile Devices.  
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Starting ExpensAble for the first time  
The first time you start ExpensAble, you’ll spend a few minutes setting up your  
file. After that, you’re ready to create your first expense report envelope. An  
ExpensAble envelope contains all the expense information you need for a single  
expense report. Every time you have a new expense report to do, you create a new  
envelope in your file.  
Most people keep all their expense report envelopes in one or two files. Within a  
file, you can create folders to organize envelopes into meaningful groups and  
eliminate clutter on your screen.  
• A file contains a collection of expense report envelopes and folders. Most  
people keep all their envelopes and folders in one file.  
• Folders help you organize your expense reports and reduce the clutter on your  
screen. Folders can contain envelopes, but cannot contain other folders.  
• Expense report envelopes contain information about a single expense report.  
Customizing how you work with ExpensAble  
You can change how some parts of the ExpensAble program work by changing  
the ExpensAble program options. For example, you can choose whether you want  
the cursor to move to the next field in the expense record, or enter the expense  
when you press the Enter key.  
1. In the iconbar, tap the Options icon.  
2. Adjust the individual options, and then tap OK to save the settings.  
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Entering Expenses  
Starting a new expense report  
ExpensAble uses envelopes to “collect” receipts and other expense information  
just like many people stuff receipts into a wallet or envelope until they’re ready to  
fill out an expense report. Each ExpensAble envelope represents one expense re-  
port, so every time you start a new expense report, you create a new envelope.  
Use these steps to create an expense report envelope and enter the information for  
your expenses. The steps are explained in the following sections.  
• Create a new envelope and fill in the New Expense Report Envelope window  
with information about this expense report.  
• Enter expense transactions to record regular expenses, cash advances, and split  
transactions. Enter details for mileage, meals and entertainment, and billing.  
The Envelopes window is where you create and manage expense report  
envelopes.  
• To start entering expenses, double-tap the envelope.  
• Tap an envelope to select it. Or, use the arrow keys to move the highlight to  
another envelope.  
• View total reimbursable amount for this file.  
• Group envelopes in folders.  
• The lower right corner displays the total reimbursable amount for this folder.  
Creating a new envelope  
Each ExpensAble envelope represents one expense report. When you’re ready to  
fill out a new expense report, you start by creating an envelope and filling in the  
New Expense Report Envelope window.  
1. Tap the New icon in the iconbar.  
• Information put in the “Envelope Name:” field is for reference only. If you  
don’t enter a name, ExpensAble calls the new envelope “Untitled1.”  
• Select the “Show Currency” checkbox if you want to enter currency and  
exchange rate information with each transaction.  
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• Select the “Show Bill To” checkbox to show a Billables field when you  
enter your expenses. Use this if you need to charge expenses in the same  
report to more than one customer or department.  
2. Enter a name for the envelope, and then fill in the rest of the fields.  
3. Tap OK.  
4. Choose whether to enter a cash advance at this time.  
• Tap Yes, and ExpensAble displays the Expenses window. You fill in the  
amount of the cash advance in the Expense record and tap Enter.  
• Tap No to return to the Envelope window.  
Editing envelope information  
You can edit the information in the Envelope Info window at any time. The changes  
are effective immediately.  
1. Tap the Info icon in the iconbar.  
The Envelope Info window has the same fields as the New Expense Report  
Envelope window.  
2. Make the changes you want, and then tap OK.  
Editing user information  
The desktop version of ExpensAble uses the information from the User Info win-  
dow in the header of your printed expense report. Each envelope has its own user  
information, so you can have different headers for different expense reports in the  
same file. To enter or change the information in the User Info window, use these steps.  
1. From the Edit menu, choose User Info. ExpensAble prefills this window with  
information from the default settings.  
2. Enter information in the User Info window, and then tap OK.  
Entering expense transactions  
You use the Expenses window to enter or edit your expense information. Each  
expense, or transaction, is displayed in the Expense Log.  
• The Expense Log reviews and selects transactions you’ve already entered.  
You can’t type into the Expense Log, but use the stylus, arrow keys, or  
scroll arrows to move through the log, and then tap a transaction to select or  
edit it.  
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• To enter an expense transaction, tap New Line.  
• Enter your expense information in the fields of the Expense Record.  
• The “Enter” button enters the expense in the log.  
• The “Split” button lets you itemize expenses from a single bill.  
• The “Details” button provides a field for adding a personal memo.  
• The “Restore” button undoes any changes you’ve made to the  
current expense.  
• The “Done” button returns you to the Envelopes window.  
• The “Delete” button deletes the current expense.  
You can enter receipt information in any order. There’s no need to group receipts  
by date or category. ExpensAble automatically sorts and organizes the expenses  
for you!  
Tip  
If you don’t have complete information for an expense, insert a placeholder in the  
Expense Log. Just choose an expense type from the list, set the date and then tap  
Enter. You can come back and edit the entry later.  
1. In the Expenses window, tap New Line.  
2. Enter information about the new transaction. Type the information you want in  
each field, and then press Tab. The insertion point moves forward to the  
next field.  
3. Tap Enter to record the transaction in the Expense Log.  
Entering data in the Expense Record  
The fields that appear in the Expense Record vary according to:  
• Which expense type your transaction uses.  
• Whether you decided to show the Currency and Bill To fields.  
Adding a memo  
You may want to enter a personal memo for an expense. You can add a personal  
memo for any transaction by taping the Details button in the Expense Record.  
1. In the Expense Record, tap the Details button.  
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2. In the Personal Memo window, enter any detailed information pertaining to the  
transaction that you wish.  
3. Tap OK.  
Entering data about your guests  
When you choose Entertainment or any meal as an expense type, ExpensAble  
displays the Guests and Purposes fields for recording the names of your guests,  
and the purpose of the business meal or entertainment. If you host more than one  
guest at a time, choose Multiple Guests from the Guests drop-down list so you  
can display the following window and record the names of your guests.  
• Tap a name to select it. Tap a checkmark to clear a name. Add a new name to  
the Multiple Guests list and to the Guests drop-down list by taping on the  
“New...” button.  
Entering mileage expenses  
When you choose Mileage as an expense type, be sure to enter the related infor-  
mation required for tax purposes.  
1. In the Expense Type field, choose Mileage from the drop-down list.  
2. Enter the date, and then press Tab to move to the Miles field.  
3. In the Mileage Rate field, enter the mileage rate for this trip.  
Entering an amount using foreign currency  
ExpensAble automatically converts foreign currency amounts for you and always  
reports amounts in your home currency. If the Country and Exchange Rate fields  
are not visible in the Expense Record window, you’ll need to display them using  
the following method:  
• From the iconbar, tap the Info icon. In the Envelope Info window, select the  
Show Currency checkbox.  
1. In the Expense Record, tap the Amount field and enter the amount of the  
expense in the foreign currency.  
2. Choose the country (and currency) to use for this expense.  
3. Enter the exchange rate for the expense.  
After entering your expense amount, ExpensAble remembers the exchange  
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rate for the selected currency. If you use the same currency when entering sub-  
sequent transactions, ExpensAble uses this exchange rate to calculate your  
equivalent home currency.  
4. Tap OK.  
Entering cash advance transactions  
If your company gives you a cash advance, enter it in the Expense Record just as  
you would any other transactions. Cash advances appear as negative amounts in  
the Expense Log.  
• You can enter as many cash advance transactions as you need.  
1. In the Expense Log, tap the New Line button.  
2. From the Expense Type field, select Cash Advance.  
3. Enter the date, amount, and other information just as you would for a regular  
transaction, and then tap Enter.  
Entering full or partial reimbursements  
When you receive full or partial payment for an expense report, you should record  
the reimbursement and update the status of your expense report envelope.  
ExpensAble automatically updates the status of your expense report for you after  
you record the reimbursement.  
1. Tap the Status icon in the iconbar.  
2. At the Envelope Status window, select the correct status (partially or fully  
reimbursed) and tap OK.  
• If you’re recording a partial reimbursement, ExpensAble displays the  
Expenses window so you can enter the information for this transaction.  
The expense type (Reimbursement) and the date have been entered for you.  
If you’re recording a full reimbursement, ExpensAble automatically enters  
the entire transaction for you.  
3. At the Expense Record window, make any additions or adjustments to the  
transaction, and tap Enter.  
• For partial reimbursements enter the amount of the transaction and  
the account to which it will be deposited.  
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• For full reimbursements, you can verify the deposit account in the  
Expenses window.  
The reimbursement amount appears in the Expense Log as a negative number.  
Splitting transactions  
You may want to enter split or itemized transactions if:  
• You need to divide a single expense between more than one client  
or department.  
• You want to assign a portion of a transaction amount as Non-Reimbursable  
or Personal.  
1. Select the transaction you want to split, or tap the New Line button.  
2. In the Expense Record, tap the Split button.  
• After you add an item, the Amount field in the Split Expense Record  
shows the outstanding balance.  
• For each item, identify whether you’ll be repaid. Changing the setting in  
the main Expense Log has no effect on the split items here.  
• The itemized transactions that make up the split transaction are displayed  
in the Split Expense Log.  
• Copy the selected item and insert it in the next line by taping on the  
“Duplicate” button.  
3. In the Expense Record on the left side of the window, enter information  
for each part of the split transaction. Tap Enter to add each item to the  
Split Expense Log.  
4. Continue adding line items until you have added one itemized line for each part  
of the transaction. Then tap OK.  
Changing the Expense Types list  
Fixed expense types are expense types required by ExpensAble. They include  
Airfare, Mileage, and Breakfast to name a few. You can change the name of a  
fixed expense type, but you cannot delete a fixed expense type or add a new one to  
the Expense Types list.  
The Expense Types drop-down list shows the expense types you can choose from  
when you enter transactions. The list includes some fixed expense types that are  
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always present in the list. You can customize the Expense Types list by adding  
new expense types or by editing the names of existing expense types.For exam-  
ple, if you need to gather information about your company’s local and long dis-  
tance calling expenses, you could add “Local” and “Long Distance” as expense  
types on the Expense Types list.  
Edit an expense type when you want to use a more familiar name for an expense,  
such as “Phone” instead of “Telephone.” You can delete expense types that you  
have added, but you cannot delete fixed expense types.  
Adding an expense type  
Use these steps to add an expense type to the drop-down Expense Types list. You  
can also add an expense type on-the-fly just by typing a new name in the Expense  
Type field in the Expense Record.  
1. From the Lists menu, choose Expense Types.  
2. Tap on the “New...” button to add an expense type.  
3. At the Expense Type window, type a name for the new expense type.  
4. Choose a Merchant Type so that ExpensAble can display a list of merchants  
related to this expense type.  
5. Tap OK.  
Editing and deleting expense types  
1. From the Lists menu, choose Expense Types.  
2. Select the expense type you want to edit or delete.  
• To edit an expense type, tap Edit. You can change the name of the expense  
type, and change the Merchant Type. When you’re finished, tap OK.  
• If the Delete button is dimmed, then the expense type you selected is a  
fixed expense and cannot be deleted.  
• To delete an expense type, tap Delete. Confirm that you want to delete  
the expense type.  
3. Make any other changes you want at the Expense Types List window, and then  
tap Done.  
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Changing the Payment Methods list  
Payment methods refer to the accounts or funds you use to pay for your expenses.  
Adding a payment method  
1. From the Lists menu, choose Payment Methods.  
2. Tap New, fill in the information at the Add New Payment Method window, and  
tap OK.  
• In the “Account Type” section, choose the Account Type for this  
payment method.  
• In the “Paid by” section, indicate whether you or your company pays for  
this payment method.  
3. Make any other changes you want to the Payment Methods list, and then  
tap Done.  
Editing and deleting payment methods  
1. From the Lists menu, choose Payment Methods.  
2. Select the payment method you want to edit or delete.  
• To edit a payment method, tap Edit. You can change the payment  
method name and the account type.  
• To delete a payment method, tap Delete. Confirm that you want to delete the  
selected payment method.  
3. Make any other changes you want at the Payment Methods List window, and  
then tap Done.  
Managing Envelopes, Folders and Files  
Envelopes contain the expense information you’ve entered for each of your ex-  
pense reports. Envelopes are organized in folders, and both envelopes and folders  
are contained in an ExpensAble file.  
• Group related envelopes into folders.  
• If you don’t plan to use folders, slide the spacer to the left to “hide” the folders  
and give you more room for your envelopes.  
Note  
!
Many of the tasks in the following table are on the shortcut menu in the Envelopes  
window.  
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To  
Do this  
Tap the New icon and fill in the New Expense Report  
Envelope window. See Entering expenses.  
Create an  
envelope  
Tap the envelope, or use the arrow keys to highlight the  
envelope.  
Select  
envelopes  
Rename an  
envelope  
Select the envelope. Tap the info button to bring up the  
Envelope Info window. Type a new envelope name.  
Delete an  
envelope  
Select the envelope to delete. From the Edit menu,  
choose Delete Envelope (or press Delete). Confirm that  
you want to delete the envelope.  
Important: Deleting an envelope from the Envelopes  
window is permanaent and cannot be undone.  
Move envelopes  
into a folder  
Select the envelope to move. To move an envelope, drag  
it to the folder you want to move it to.  
Create folder  
From the File mennu, choose New and then choose New  
Folder. Type a name for the folder and tap OK.  
Rename a folder  
Delete a folder  
Select the folder. From the Edit menu choose Rename  
Folder. Type a new name in the Rename Folder window.  
Select the folder. From the Edit menu choose Delete  
Folder. Confirm that you want to delte the folder and all  
the envelopes in it contains.  
Important: Deleting a folder permanently deletes the  
envelopes in the folder as well as the folder.  
Open a file  
From the File menu, choose Open. Choose the name of  
the file you want fromthe file list, and then tap OK.  
ExpensAble automatically saves and closes the current  
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file before opening another file. (You can also open a  
file by choosing its name from the list of most recently  
used files from the Files menu.)  
Rename a file  
Delete a file  
From the File menu, choose Rename. Type a new file  
name and then tap OK.  
From the File menu, choose Delete to delete the cur-  
rently open file. Type yes to confirm that you want to  
delete the file.  
Tracking the status of your expense reports  
When the status of an expense report changes, you should update the expense  
report envelope to reflect the change. ExpensAble uses different icons to help you  
see the status of your expense report envelopes at a glance.  
• An open, empty envelope icon is an expense report with no expenses entered.  
• An open envelope with receipts in it is an expense report in progress. Expenses  
have been entered for this report.  
• A closed envelope is an expense report that has been submitted (on the date  
shown), but has not yet been reimbursed.  
• An envelope with a check attached and an amount under the check is an  
expense report that has received partial payment. The amount on the envelope  
is the amount remaining to be paid.  
• An envelope with a check attached and the word “PAID” under the check is an  
expense report that has been paid in full. The check shows the total amount paid.  
Be sure to change the status of an envelope each time you:  
• Submit a expense report for approval and reimbursement.  
• Receive any amount of payment for reported expenses.  
Reimburse your company for excess cash advances or personal expense amounts  
that you owe.  
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Changing the status of an envelope  
1. In the Envelopes window, select the envelope whose status you want to change.  
If you’re in the Expenses window, you can change the status of the current envelope.  
2. In the iconbar, tap the Status icon.  
• Initially, all envelopes have an In Progress status.  
• If you choose Submitted, fill in the date you sent the expense report in for  
approval and reimbursement.  
• If you choose Partially Reimbursed, ExpensAble takes you to the Expense  
Record so you can enter the amount of the partial payment in the Expense Record.  
• If you choose Fully Reimbursed, ExpensAble automatically enters a reim-  
bursement transaction for the reimbursed amount.  
3. Select the status for the current envelope, and then tap OK.  
Summarizing expenses  
The Summary Report gives you an overview of the transactions for the current  
envelope without elaborate formatting. It focuses on the bottom line rather than  
on the details. In the Summary report, ExpensAble displays totals for your  
Reimbursable, and Pre-paid (or Non-Reimbursable) expenses.  
1. From the View menu, tap Summary Report.  
2. At the Summary Report report window, you can view your expenses from all  
envelopes in the file, grouped by reimbursable and non-reimbursable, expense  
type and transaction amount.  
3. When you’ve finished, tap OK.  
Setting up a new file  
When you start ExpensAble, you create a file to hold your expense report enve-  
lopes and folders. In most cases you have one ExpensAble file that contains all  
your expense report envelopes and folders. However, you can have more than one  
file. For example, if you want to keep a separate file for each year’s expense  
reports, you can set up a new file at the beginning of each year.  
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Creating a file  
1. From the File menu, choose New.  
2. Choose New File and tap OK.  
3. Enter a name for the new file and tap OK.  
Entering company and user information  
You can enter the company and user information needed by ExpensAble by enter-  
ing the information into the User Info window.  
Transferring ExpensAble Data  
Transferring Quicken ExpensAble files from your H/PC device to the desktop  
computer.  
Important  
!
Before you can transfer ExpensAble files between your H/PC and your desktop  
computer you must install Quicken ExpensAble file converters and re-establish  
establish the partnership between the H/PC and desktop computer to register  
the file converters.  
1. Connect your H/PC device to the desktop computer.  
2. On the desktop computer, start the Mobile Devices program from the Microsoft  
Windows CE Services folder.  
3. Double click the icon corresponding to your H/PC device.  
4. Double click on “My Handheld PC”.  
5. Double click on “Program Files”.  
6. Double click on “Quicken ExpensAble” to view the Quicken ExpensAble files  
with the *.pqx extension on your H/PC.  
7. Then, start Windows Explorer on your desktop computer.  
8. Drag the Quicken ExpensAble *.pqx file from the window you opened in step  
6 to the Windows Explorer window you opened in step 7. You will then be  
prompted to choose where, on the desktop computer, you want the  
file transferred.  
9. After the file is copied and converted, click OK.  
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Transferring Quicken ExpensAble files from the desktop computer to your  
H/PC device  
1. Connect your H/PC device to the desktop computer.  
2. On the desktop computer, start the Mobile Devices program from the Microsoft  
Windows CE Services folder.  
3. Double click the icon corresponding to your H/PC device. Double click on  
“My Handheld PC”.  
4. Double click on “Program Files”.  
5. Double click on “Quicken ExpensAble” to view the Quicken ExpensAble files  
on your H/PC.  
6. Then, start Windows Explorer on your desktop computer, and double click on  
the folder where the .qex file you want transferred to your H/PC is stored.  
7. Drag the .qex file that you wish to transfer to your H/PC to the window you  
opened when you performed step 5.  
8. After the file is copied and converted, click OK.  
ExpensAble is the registered trademark of On the Go Software, Inc.  
Intuit, Quicken and QuickBooks are registered trademarks of Intuit, Inc., in the U.S. and other  
countries; used under license.  
All other trademarks or registered trademarks are the property of their respective owners.  
Copyright ©1997 On the Go Software, Inc.  
All rights reserved.  
On the Go Software, Inc.  
3525 Hyland Ave. #100  
Costa Mesa, CA 92626  
FISCAL PRO™  
Fiscal Pro is a financial application software designed specifically for real estate,  
retailing and business professionals who need to use their palmtop PCs to make  
financial decisions quickly and accurately. Fiscal Pro employs a “form filling”  
metaphor to provide you with a rich problem solving environment that is unparalled  
in its ease of use, power and flexibility.  
To start Fiscal Pro  
Press on the Fiscal Pro icon on the Quick Application Launch Pad.  
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The following applications can be accessed by tapping Applications followed by  
the appropriate application name:  
- Time Value of Money (TVM)  
- Interest Conversion (Interest Conv)  
- Amortization  
- Cash Flows  
- Business Percentages (Business %)  
- Conversions (length, area, volume, mass, temperature, currency)  
- Date Calculations (Date Calcs)  
- Microsoft Calculator (Calculator)  
For more information on the use of these applications, refer to the on-line help on  
your palmtop PC by tapping on the Help button on the toolbar.  
MICROSOFT VOICE RECORDER  
You can record voice memos when the unit is closed, when it is using another  
application or by using the Voice Recorder application.  
To start Voice Recorder  
• When the unit is closed and off  
- Press and hold the LED Multifunction Record key until recording is completed.  
- A single beep indicates that recording has begun.  
- A double beep indicates that recording has ended.  
Note  
!
In order to hear the beeps, make sure the system volume is set above the mini-  
mum level. Recording in this manner is possible even if palmtop PC has a system  
password set.  
• When the unit is using a program other than Voice Recorder  
- Press and release the red REC key located adjacent to the ON/OFF switch.  
- If the volume is on, you will hear a single beep. Recording starts immedi-  
ately after the beep and the Voice Recorder application will launch. How  
ever, recording without launching the application is still possible by ena-  
bling the feature from Options under the Tools menu.  
- Press the REC key again to stop recording.  
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Warning  
!
!
Only press the REC key to stop recording in this mode or data loss may result.  
• When the Voice Recorder program is running  
- Press either the record button on the screen or the REC key to begin recording  
- Press the same button again to end recording  
Warning  
- Use the same key to start and stop voice recording. Failure to do so may cause  
errors or system lock-ups.  
- If you choose to record directly to a storage card, there will be a delay of  
approximately 5 seconds before recording begins.  
BFAX™ PRO FAX SEND/RECEIVE APPLICATION  
What you can do with it  
Use bFAX™ Pro to send, receive and manage faxes. bView is included to allow  
you to preview your faxes before you send them.  
To start bFAX™ Pro  
• Press the bFAX Pro™ icon on the hard icon panel on the screen  
• Double-tap the bsquare FAX Professional™ icon on the desktop  
To start bView  
• Press Preview Fax (Ctrl+V) in the Fax menu, after you created your fax.  
Creating a fax  
You cannot type a fax in bFAX Pro™. To create a fax, open Microsoft Pocket  
Word and type your letter. Save your letter a .pwd file (Pocket Word file) or a .txt  
file (plain text file). You can also use .2bp files for sending bitmaps, or .tif files  
when sending a previously received-fax. In bFAX Pro™, select New Fax in the  
Fax menu (Ctrl+N) or double tap New Fax in the Fax Workspace folder. Type a  
filename for your fax.  
Tip  
Type a descriptive new name for your fax when you create it, or rename it later by  
selecting it then tapping it again.  
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Now you need to add a Recipient and a Document to your fax.  
To add a recipient:  
1. Open the Add Recipient dialog box  
• Select Add Recipient from the Edit Menu, or  
• Press Ctrl+R on the keyboard, or  
• Tap the Add Recipient button on the toolbar, or  
• Double Tap in the empty area of the Recipient window.  
2. Enter the Recipient information directly or choose Contacts to browse your  
Handheld PC address list. The telephone number will be dailed according to  
the set Dialing Patterns. For details on Dailing Patterns see “Connecting to  
an ISP”.  
To add a document:  
1. Open the Add Document dialog box  
• Select Add Document from the Edit Menu or  
• Press Ctrl+D on the keyboard, or  
• Tap the Add Document button on the toolbar, or  
• Double tap the empty area of the Document window  
2. Add the desired document by double tapping it, or by selecting it and tapping OK.  
Tip  
If you do not see your document you can scroll down in the Type drop list, and  
select to see the files with the same extension as your document.  
Your fax is now completed. You can preview your fax in bView (go to Fax menu,  
select Preview Fax). The information fields will be filled out automatically.  
In the Options menu, you can enter identification information and organise your  
faxes with Preferences, change the format setting in Layout and specify the mo-  
dem and dialing setting in Communications.  
Sending your fax  
To send your fax, make sure the Fax/Modem is properly connected to both palmtop  
and telephone line, then tap Send Fax (Ctrl+S) in the Fax menu or tap the icon in  
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the toolbar. bFAX Pro™ uses the dialing settings configured in the Control Panel  
of your Handheld PC. Please refer to the Dialing Patterns and Dailing Locations  
information in “Connecting to an ISP” for details on how to set Dailing Patterns  
and how to create Dailing Locations or see ‘What is a “Dialing Location”  
and what would I use it for?’ in the Frequently Asked Questions section of  
this chapter.  
To select a new Dialing Location for bFax:  
1. Choose Communications from the Options menu and select the Dialing tab.  
2. Select ‘Use dialing location’, tap the button and select the appropriate Dialing  
Location from the drop-down list in Dialing Properties.  
Note  
!
If you do not wish to use Dialing Locations, uncheck ‘Use dialing location’. In  
this case, every number will be dialed exactly as it was entered.  
Make sure you have entered the correct Dialing Patterns. You can set these by  
tapping the Dialing Patterns button in the Communications Properties (go to Con-  
trol Panel, select Communications, select the Dialing tab).  
Receiving faxes  
To receive a fax choose Receive Fax from the fax menu. Enter a name for the  
incoming fax or use the default name that already exists. By choosing “Yes”, the  
file will be replaced.  
You can also manually receive a fax. First attempt to receive a fax as specified  
above. When the bFAX™ status dialog indicates that bFAX™ is waiting for an  
incoming call, the “Answer Now” button will be enabled. If you tap on the “An-  
swer Now” button, bFAX™ will cause the modem to go “off hook” and attempt  
to manually answer an incoming fax.  
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Adding recipients and documents to an existing fax  
Select the desired fax in Fax Workspace or Outbox. Then add a recipient and a  
document as mentioned before.  
Deleting recipients and documents from a fax  
1. Select the item you wish to delete then tap the Delete button in the toolbar or  
choose Delete from the Edit menu.  
2. To delete more than one item in the recipient list, document list, or sent items  
list, hold down the <Ctrl> or <Shift> key as you tap items and then tap Delete  
button or choose Delete from the Edit menu.  
Note  
!
These actions are performed on the faxes only. The original names and files will  
remain on your palmtop PC.  
Deleting faxes  
Select and delete as described in ‘Deleting recipients and documents from a fax’.  
Frequently Asked Questions  
Why are my contacts in the “Browse Contacts” dialog not listed in  
alphabtical order?  
The address booking in bfax is sorted by First/Last name. If your does not have  
both a first and last name (for example, a company), that contact is placed at the  
end of the list.  
Can I send a handwritten note?  
Yes, if you have a paint or drawing program installed on your Handheld PC, you  
can use it to create a bitmap that contains handwritting. Then send the bitmap  
(*.2bp file) as you would send any other document.  
Why does my file not fax correctly?  
In order to fax correctly, a text document file must end with “.txt” and it must also  
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actually be a Plain Text document. You may be trying to fax a file that does not  
meet one of these conditions.  
You may be trying to fax a file that ends with a “.txt” but is not in fact a plain text  
file. Simply change the name of a file to end in “.txt” does not suffice. If you  
create a file in Microsoft Pocket Word and save it with a “.txt” extension, for  
example, it will not be a plain text file unless you also change the type of file to  
“Plain Text Document (*.txt)” before saving it.  
Another possibility is that you may be trying to fax a shortcut link to a text file  
itself. Such a shortcut can appear to be a text file when you are browsing, but once  
added to bFAX its distinctive “.Ink” extension becames visible, and it cannot be  
faxed.  
How can I send a recurring fax, such as a weekly time sheet or report?  
By default, faxes are deleted after they are successfully sent. You can change that  
opinion as follows:  
1. From the Options menu, choose Preferences.  
2. Choose the Options tab.  
3. Uncheck “Delete faxes from ‘Fax Workspace’ after they’ve been sent”.  
4. Sent faxes will now remain in the Fax Workspace, where they can be sent again  
or used as templates for future faxes.  
Can I modify a document after I add it to an outgoing fax?  
Yes, double tap the document in the document list you wish to edit. This will start  
the application associated with your file (eg. Microsoft Pocket Word) and open  
your file for editing.  
Can I modify a recipient after I add that person to an outgoing fax?  
Yes, double tap the recipient in the recipient list that you wish to edit, and make  
the changes in the Add Recipient dialog.  
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Note  
!
Any changes you make here will not be saved back to your contacts list. Use your  
contacts list software (such as Microsoft Contacts) to make lasting changes or to  
remove contacts from your contacts list.  
What is a “Dialing Location” and what would I use it for?  
A Dialing Location is part of the Windows CE operating system. It is a set of rules  
that modify how phone numders are dialed, including area codes and special pre-  
fixes. You can define different Dialing Locations to simplify fax management  
situations. For example you could:  
• Set your “Home” Dialing Location to disable call waiting by dialing the  
relevant prefix, e.g. *70 in the US before every fax number automatically.  
• Set your “Work” Dialing Location to reach an outside line by dialing the  
relevant prefix, e.g. 9, before every fax number automically.  
• Create a new Dialing Location for faxing from an area code or country you  
travel to regularly.  
• Create a new Dialing Location for each different calling card you might want  
to use.  
Why are phone numbers no longer dialing correctly when I try to send a fax?  
This could be a problem with your Dialing Location or Dialing Patterns settings.  
To dial from a different area code or from a phone with special requirements you  
need to change your Dialing Location settings. To solve the problem, you can  
configure and select a new Dialing Location for the phone from which you want  
to dial.  
How do I send fax to another country?  
When you add a recipient, make sure sure to enter the correct country code for  
that person in the Country field. You do not need to add the international access  
code (011 in the US) to the recipient’s phone number. This is automatically dialed  
by bFAX™ to access an international phone line if your dialing locations are set  
correctly.  
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Can I send a fax using a calling card?  
Yes.  
1. Create a Dialing Location (named, for example, “Calling Card”) that includes  
all the necessary access numbers and calling card information as part of the  
long distance dialing pattern.  
2. Choose that Dialing Location within bFAX™ and all long distance faxes will  
be sent using that calling card information. You can even create different Dialing  
Locations for using different calling cards.  
For example, if your calling card number was 123456789 you could configure the  
“Calling Card” dialing location to dial long distance calls like:  
FG,,,,123456789. F means to dial area code, G means to dial the local phone  
number, the four commas mean to pause eight(8) seconds (a comma means to  
pause for two seconds), and “123456789” is the calling card number that gets  
entered as your calling card number. If you are calling from a hotal or business  
that requires dialing “9” or “8” to access an outside line, than change it to:  
9,FG,,,,123456789  
Typically, a pause between four seconds (two commas) and twelve seconds (six  
commas) works best.  
When sending a fax, I immediately see an error, message that states “Your  
modem reported a general error.”  
There are several possible problems here.  
1. You may have dialed a wrong number or dialed incorrectly. If a long distance  
number is dialed as a local call instead, the operator message can cause some  
modems to report this error. Some voice mail systems will cause modems to  
report this error.  
Tip  
Watch the Fax Progress box while dialing to see exactly what number is being  
dialed. If it is not a correctly, or the Dialing Location is not properly configured.  
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2. It may be that your station ID name is too long for your modem to handle. If  
your station ID is more than 20 characters long and you’ve received this error,  
try using a shorter name. Choose Preferences from the Options menu and edit  
the Station ID field under the Identification tab.  
3. There may be letters or non-standard characters in the phone number which  
some fax modems cannot dial. Try converting your Recipient phone number to  
all numbers and hyphens.  
When sending a fax, bFAX™ seems to stop while it’s configuring the mo-  
dem for faxing.  
The palmtop PC may be having problems communicating with your modem. First  
make sure the modem is correctly inserted and locked into your palmtop PC. Try  
removing, reinserting and locking your modem. If the problem persists, turn your  
palmtop PC off for a few moment before trying again.  
When should I configure bFAX™ to use hardware flow control?  
If you cannot successfully send a fax, it may be necessary to configure bFAX™  
to “Use hardware flow control when communicating with the modem.” This op-  
tion can be configured by choosing Communications from the Options menu and  
then selecting the Modem tab. Typically, this is only necessary when using mo-  
dems that are not officially supported by Windows CE operating system. It is not  
recommended that you use this setting if you can successfully send a fax modem.  
If you must enable this setting you may need to reduce the baud rate in order to  
fax successfully.  
More information  
Visit bsquare development’s World Wide Web site at www.bsquare.com/develop-  
ment for additional product news and tips.  
BSQUARE CORPORATION makes no warranty as to the accuracy or completeness of the foregoing material and  
hereby disclaims any responsibility thereof. Microsoft and Windows are either registered trademarks or trademarks  
of Microsoft Corporation in the United States and/or other countries. bFAX, bsquare Fax, and bsquare View are  
trademarks of bsquare development.  
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INBOX  
Inbox is a messaging program that runs on your Handheld PC. With Inbox, you  
can send and receive email messages using a dial-up connection and a PC modem  
card. You can send and receive messages either through the Internet by using an  
Internet mail service, or you can connect to your corporate mail server by using a  
Remote Access Service (RAS).  
If you are using a Microsoft messaging program (such as Exchange or Outlook)  
on your desktop computer, you can also transfer messages between Inbox and  
that messaging program over a serial connection. Backing up your email mes-  
sages is made easy with the HP Data Backup.  
This chapter describes how to set up the Inbox dial-up connections, how to create,  
read, send and receive messages, and how to transfer messages between Inbox  
and your desktop messaging program.  
You can download messages from Exchange or Outlook to your Handheld PC to  
read while away from your desk. You can compose replies and then send them the  
next time you connect to your desktop computer. To do this, you only need a  
serial connection between the two computers.  
You can also use Inbox to send and receive mail over a dial-up connection. First,  
you will need to do the following:  
• Contact an Internet Service Provider (ISP) to obtain an Internet mail account or  
contact your company’s network administrator to obtain a RAS account. Then  
set up the connection between your Handheld PC and the service provider, as  
described in, “Connecting to an ISP (Internet Service Provider)”.  
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To use Inbox, make sure your Internet mail service or your corporate mail  
system uses SMTP (Simple Mail Transport Protocol) or POP3 (Post Office  
Protocol 3), which are standard Internet protocols.  
• Install the PC modem card in your Handheld PC, as described in your  
hardware manual. You will also need to connect to an analog telephone line.  
Setting up a mail service connection  
To retrieve your messages from the mail server you will first have to create a  
Remote Networking Connection on your palmtop PC. The Remote Connection  
provides basic information for Windows CE and your modem. To create this  
Remote Connection see “To set up a Remote Networking Connection”  
in “Connecting to an ISP”. After your have created the basic Remote  
Connection you will have to enter specific information in Inbox for the email  
service connection.  
This specific information is provided to you by your Internet service provider or  
your network administrator.  
To set up the mail service connection  
1. In Inbox, tap the Options button on the toolbar.  
2. Tap the Services tab, and then tap Add.  
3. Select Internet Mail from the list, and then tap OK.  
4. In the Service Name dialog box, type a name for the service, and then tap OK.  
The name appears on the Service menu.  
5. In the Service Definition dialog box, fill in the information, as provided by  
your Internet service provider or system administrator, then tap Next.  
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If you want to connect without typing your password each time, select  
Remember password.  
6. In the General Preferences dialog box, select the connection options you want.  
Then, in the Address Book box, specify which email address fields from your  
Contacts data you want to have displayed. You can choose from this list when  
addressing messages. When finished, tap Next.  
7. In the Inbox Folder Preferences dialog box, specify the portion of your email  
messages that you want to automatically download (retrieve from the server) to  
your Handheld PC. Then tap Finished, and then tap OK.  
If you download message headers only, you can then select the messages you  
need to see in their entirety and download them when you next connect, as  
described in “Reading messages” later in this chapter.  
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Warning  
!
If you choose to transfer All lines in message or Copies of all messages, you may  
have problems with available memory, depending on the number and size of  
your messages.  
To change a mail service connection  
1. Make sure you’re not connected to a service.  
2. On the Service menu, tap the service name.  
3. On the Service menu, tap Properties and make the changes you want in the  
Service Definition dialog box.  
4. Tap Finished.  
Connecting to a service  
Once you’ve set up the service in Inbox, you can make a dial-up connection to  
your mail server at any time.  
To connect  
1. Insert the PC modem card into your Handheld PC and connect your Handheld  
PC to a power source (it is advised to use AC power when using Inbox,  
although this is not necessary if there is enough battery power).  
2. On the Service menu, tap the name of the service.  
If you’ve set up more than three connections, you can tap More to see  
additional names.  
3. Tap the Connect button on the toolbar, or go to Service and tap Connect.  
If you have not checked Remember password, type your password.  
4. If the Connect To dialog box appears, enter the information provided to you by  
your Internet service provider or your system administrator, and tap the  
Connect button.  
The status symbol  
next to the time on the taskbar indicates you are connected.  
What happens when you connect?  
When you connect to Internet mail or to your corporate mail server, the following  
actions are carried out automatically:  
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• Messages in the Outbox are sent.  
• Messages you’ve previously received and marked “copy” or “move” are  
downloaded from the server to the Inbox folder or the selected destination  
folder, as described later in “Retrieving messages from the server.”  
• The Inbox is updated to display any new message headers.  
• If you selected Automatically disconnect when you set up the connection,  
the dial-up connection will be disconnected from the service when the above  
actions are completed.  
• When you disconnect, messages you marked “delete” are deleted both from the  
service and from Inbox unless you have selected other options for deleted  
items, as described later in “Working in the message list.”  
To disconnect from a service  
Tap the connect/disconnect button on the toolbar, if you have not selected the  
automatic disconnect option or go to Service and tap Disconnect.  
Choosing to work online or offline  
When you connect to an Internet mail service or to your Exchange or Outlook  
mail box, Inbox downloads only the headers of new messages to the Inbox folder,  
by default. The original messages remain on the mail server.  
You can work in Inbox online, which means that you read and respond to mes-  
sages while connected to the server. Or, you can disconnect from the server and  
work offline.  
• Working online in Inbox is very much like working in a LAN-based email  
program. You can read, reply to, or forward messages (which are stored on the  
server), and the messages are immediately sent from the Outbox. This saves  
storage space on your palmtop PC, since you are only downloading the  
message headers. While connected, Inbox may check for new mail  
periodically, depending on the service options you select. You can also update  
the message list by tapping Refresh on the Service menu.  
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• Working Offline allows you to connect to your mail server, download your  
message headers, and then disconnect. While offline, you can review the  
headers and decide which messages you want to read on your palmtop PC. You  
can also compose messages and replies to messages. The next time you  
connect, Inbox automatically sends your messages and copies or moves  
selected messages from the mail server to your palmtop PC.  
Viewing the message list  
When you open Inbox, along the left side of the message list you see icons repre-  
senting the four Inbox folders.  
Does this  
This icon  
In box  
Provides access to all incoming messages from all  
services to which Inbox connects, and contains  
stored local messages.  
Stores messages to be sent until Inbox is connected  
to a service or the desktop computer.  
Outbox  
Optionally stores a copy of each message sent. You  
can select this option in the Compose tab, go to  
Compose, Options.  
Sent items  
Displays delete messages and deletes them according  
to the options you sent.  
Deleted items  
You can also create your own folders to organize messages you store in Inbox, as  
described in “Working in the message list” later in this chapter.  
From the message list, you can also mark messages from retrieval from the server,  
read messages, move messages into folders, and delete messages, as described  
later in this chapter.  
The Inbox message list displays a header from each message, whether it is stored  
on your mail server or locally.  
Note the following when viewing messages in the message list:  
• A bold header indicates that a message is unread.  
• An italic header indicates that only the message header has been downloaded.  
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• A  
the server.  
• A  
before a message header indicates that a message is stored on  
indicates that a message is stored on your palmtop PC.  
For messages stored on the server, the Size column displays the downloaded por-  
tion of the message followed by the size of the message on the server. For exam-  
ple, a header with 0.0/5.0K indicates the message body has not been downloaded  
to Inbox and is 5.0K.  
In your message list, you can do the following:  
• Sort your messages by tapping the heading of any of the columns in  
the message list.  
• Tap Status in the Status bar to review which actions, such as sending or  
copying messages, you specified to be carried out the next time you connect.  
• Check the connection symbol next to the Status button to determine whether  
you’re connected.  
Setting Inbox options  
You can set options in Inbox for sending, replying to, reading, and deleting messages.  
To set or change options  
1. Tap the Options button on the toolbar.  
2. Tap the Compose, Read, or Deleted Items tabs as appropriate, and tap the  
options you want for messages you send, receive, and delete.  
For more information about specific options, tap the help button in the Options  
dialog box.  
3. When finished, tap OK.  
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Retrieving messages from the server  
If you have chosen to download message headers only to your palmtop PC (as  
described earlier in “Setting up a mail service connection”), and you decide you  
want to read the entire message on your palmtop PC, you will need to retrieve it  
from the mail server. You can either copy or move the message from the server to  
your palmtop PC.  
To copy a message to your palmtop PC  
In the Inbox, double-tap a message header.  
If you are working online, the selected message is immediately copied to the  
Inbox. If you are working offline, the symbol in the first column of the header  
changes from  
connect.  
to  
and the message is copied to the Inbox the next time you  
By default, the first 50 lines of a message is transferred. To override this limit,  
retrieve a full-text copy.  
To retrieve a full-text copy of a message  
1. In the Inbox, select the message header(s).  
You can select several messages at once, following standard Windows  
methods using the shift or ctrl key.  
2. On the Service menu, tap Retrieve Full Text Copy.  
To move a message  
1. In the Inbox message list, select the message header.  
2. On the File menu, tap Move To, and then select a destination folder.  
If you’re working offline, the message is marked  
and moved to the  
folder you specified. It is deleted from the server the next time that  
you connect.  
Warning  
!
Messages, along with their attachments, are permanently deleted from the server  
when you move them to your palmtop PC. Also, remember that you’ll retrieve  
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only the first 50 lines, if you have set this as the transfer limit. Move messages,  
rather than copying them, only if you are sure you will not need the original  
message.  
To unmark a message for moving or copying  
Double-tap a marked message to remove the copy or move mark.  
Reading messages  
If you are working offline, you can read any message youíve previously downloaded  
to your palmtop PC. If you are working online, you can read any message that  
appears in your Inbox.  
To read a message  
1. Double-tap the message header.  
2. When you have finished reading a message, tap the Previous button or the Next  
button on the toolbar to close the message and display the previous or  
next message.  
If you are working offline, and the previous or next message has not been  
downloaded, you return to the message list.  
Note  
!
Messages are opened as read-only. To edit a message, tap the Edit button. When  
finished editing, tap the Save button.  
Replying to and forwarding messages  
Once you have read a message, you may want to reply to it or forward it.  
1. Select the message in the message list or open the message.  
2. Tap one of the following buttons on the toolbar:  
Reply to sender  
Reply to the sender and all recipients  
Forward  
3. In the pre-addressed message form that appears, type your message text and  
send the message, as described in the following section.  
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Note  
!
You can customize the way your reply is displayed by tapping the Options button  
in the toolbar, and then tapping the Compose tab.  
Sending messages  
To send a new message  
1. Tap the New Message button on the toolbar to display the new message form.  
2. • Type an address in the To box OR  
• Tap the Address button in the toolbar and choose an address from the list.  
Before tapping the Address button in the To box, you can type some or all  
of the first name and/or last name in the address box to get the closest  
matching names.  
The address book lists the email addresses you entered in Contacts. If you are  
sending the message to more than one person, separate the addresses with  
semicolons.  
3. Tap the down arrow in the To box and complete the rest of the header.  
Although it is not required, it is helpful to the recipient to type a Subject line.  
4. When finished typing your message, tap the Send button on the toolbar to send  
it. If you are working offline, the message remains in the Outbox until you  
connect to your mail server.  
Working in the message list  
While connected to your mail server, you can update the list of messages by tap-  
ping the Refresh command on the Service menu.  
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To clear messages from the Inbox folder  
You might want to use this option when your Inbox folder has clogged up or is out  
of synch with the server. Selecting Clear All will only delete the messages from  
your palmtop PC’s Inbox folder. They will remain on the mail server.  
1. On the Service menu, tap the name of the service whose messages you wan  
to clear.  
2. Make sure the Inbox folder is open.  
3. On the Service menu, tap Clear All.  
To delete a message  
1. Select the message header.  
2. Tap the Delete button on the toolbar, or go to File and tap Delete.  
If you are working offline, the header is moved to the Deleted Items folder  
and the message is deleted from the server the next time you connect.  
To unmark messages for deletion  
Drag the message from the Deleted Items folder to another folder, or select the  
message, go to File and tap Move To. Messages stored on the server can only be  
moved back to the Inbox folder.  
Creating and maintaining folders  
You can create new folders in Inbox. All folders are on the same level, without  
hierarchy.  
To create a folder  
1. On the File menu, tap New Folder.  
2. Type a name, and then tap OK.  
Inbox lists folders you create after the standard Inbox folders, in the order in  
which you created them.  
To rename a folder  
1. Tap the folder name to select it, and then tap it again.  
2. Type a new name.  
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Note  
!
You cannot rename or delete the standard Inbox folders.  
To delete a folder  
1. Tap the folder you want to delete.  
2. Tap the Delete button.  
3. Confirm the folder name, and then tap OK.  
Warning  
!
The folder and its contents are deleted immediately, you cannot retrieve a  
deleted folder.  
Copying messages to and from your desktop computer  
You can copy messages between Inbox on your palmtop PC and a Microsoft  
messaging program on your desktop computer by using a serial connection and  
Mobile Devices. Folders created on your palmtop PC’s Inbox or in the Microsoft  
messaging program will not be copied. It’s not necessary to create a mail service  
connection to do this.  
To copy messages from Inbox to a Microsoft messaging program  
1. Connect your palmtop PC to your desktop computer, and open Mobile Devices  
on your desktop computer.  
2. In your Microsoft messaging program, click Tools, and then click H/PC Inbox  
Transfer.  
3. In the list, select the messages you want to copy, and then click OK.  
4. Select a folder in which you want to copy the messages, or create a new one,  
and then click OK.  
To copy messages from a Microsoft messaging program to Inbox  
1. Connect your palmtop PC to your desktop computer, and open Mobile Devices  
on your desktop computer.  
2. In your Microsoft messaging program on your desktop computer, select the  
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messages you want to copy to your palmtop PC.  
3. In Mobile Devices, click Tools, and then click H/PC Inbox Transfer.  
4. Select the options you want in the upper portion of the dialog box, and then  
click OK.  
To synchronize all messages between Inbox on your palmtop PC and a  
Microsoft messaging program  
1. In Mobile Devices on your desktop, go to Tools menu, and select  
ActiveSynch Options.  
2. Check the message box in Synchronization Services.  
3. Click OK.  
When messages are transferred from one computer to the other, the original  
date and time of the message is changed to the date and time that the message  
was transferred.  
POCKET INTERNET EXPLORER  
Microsoft Pocket Internet Explorer makes it easy to browse Web pages. With a  
simple tap, you can navigate to a favorite site or back to your starting page.  
Connecting to the Internet  
To use Pocket Internet Explorer to connect to the Internet, you must first create a  
dial-up connection to your Internet service provider using Remote Networking.  
Once you do this, you’ll be able to use Pocket Internet Explorer’s AutoDial fea-  
ture to quickly connect to the Internet. See “Connecting to an ISP” for informa-  
tion on how to create a Remote Networking Connection.  
You can also use the Auto Disconnect feature to disconnect your palmtop PC  
from the Internet if you have not actively used it for a specified time.  
To set up AutoDial (Automatic Internet Connection)  
1. On the View menu of Pocket Internet Explorer, tap Options, and then tap the  
Auto Dial tab.  
2. Select the Use AutoDial check box.  
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3. From the list, select the dial-up networking connection (created as described in  
“Connecting to an ISP”) that you want to use.  
4. If you want, you can adjust the time before the dial up connection will be  
automatically disconnected in the “Disconnect if idle for” box. Or, to disable  
automatic disconnect, clear the Auto Disconnect check box.  
5. When finished, tap OK.  
From now on, your palmtop PC prompts you to connect to your Internet  
service provider whenever you tap an Internet address or select one of your  
favorite addresses from within Pocket Internet Explorer.  
Browsing the Web  
Pocket Internet Explorer provides you with many of the same features as other  
popular Web browsers.  
To go to an address  
1. On the File menu, tap Open.  
2. In the Address box, type the address you want to go to and tap OK.  
If you’ve gone to the address recently, you can select it from the Address list  
by tapping the down arrow key and tapping on the address. The Address List  
includes the ten most recent addresses that you’ve visited.  
4. The Dial-Up Connection dialog box opens.Tap Connect to connect to your  
Internet server.  
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Another way to go to a specific Address is:  
1. In view menu, tap Address Bar.  
2. Enter the address in the address bar.  
3. Press Enter.  
When you connect, Pocket Internet Explorer displays the page you have requested.  
While browsing pages on the Web, you can do the following:  
Tap  
To  
Refresh the screen.  
Page back to previous addresses.  
Page forward.  
Stop the search or load process.  
Add the current page to your Favourites lists. (Or, on the Favourites menu,  
tap Add to Favourites if you want to add a favourite to another folder.)  
Select a favourite from the list.  
To return to a page that you visited in this Web session, tap History on the Go  
menu. Select the address from the list, and then tap OK.  
To search for an Internet site  
1. On the Go menu, tap the Search the Web button.  
2. Select the type of search.  
3. Specify the criteria you want to search for.  
4. Press Enter.  
To open a page in another window  
1. On the File menu, tap New Window.  
2. On the File menu, tap Open.  
3. In the Address list, type the address for the Web page you want to open in  
another window.  
4. To switch to a page in another window, tap its name on the taskbar.  
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Creating desktop shortcuts  
To quickly jump from your palmtop PC desktop to a Web page (for example, to  
check a frequently updated address), you can create a desktop shortcut to that page.  
To create a desktop shortcut to the current page  
1. Display the page you want to create a shortcut for.  
2. On the File menu, tap Send To.  
3. Tap Desktop as Shortcut.  
Saving Web pages  
You can save copies of Web pages. Later when you are offline, you can view the  
pages in Pocket Internet Explorer or edit them in Pocket Word.  
To save a copy of the current page  
1. On the File menu, tap Save As.  
2. Double-tap the folder into which you want to save the page.  
3. In the Name box, type a file name, and then tap OK.  
To view a saved Web page  
1. On the File menu, tap Open.  
2. • Type the path of the file you want to view, and then tap OK, OR  
• Tap Browse, find the file you want to view, and then double-tap it.  
The Web page text appears in the window without graphics or formatting.  
To edit a saved Web page  
1. OpenPocket Word, and then on the File menu, tap Open.  
2. In the Type list box, tap All Documents (*.*).  
3. Find the name of the file you want to edit and double-tap it.  
The page appears in HTML (Hypertext Markup Language) format, without  
graphics, and you can edit and save it the same way you would any other text file.  
To copy information from an Internet site to a document  
1. Select the information you want to copy.  
2. On the edit menu, tap Copy.  
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3. Go to the document where you want to place the information and select  
the location.  
4. On the Edit menu in that document, tap Paste.  
Browsing Web pages offline  
You can choose to store Web pages that you browse. Then, close your connection  
to the Internet and continue browsing through those pages. If you choose this  
option, each Web page that you browse is saved in a cache until the cache reaches  
the size that you specify.  
To store Web pages  
1. On the View menu, tap Options, and then tap the Advanced tab.  
2. Select the Enable Caching check box, and then tap OK.  
To browse stored Web pages  
1. • Leaving Pocket Internet Explorer running, close your Internet  
connection, OR  
• After closing Pocket Internet Explorer, restart it. Then on the View menu, tap  
History, and tap the address of a cached page.  
2. Press the Forward button to move forward through the stored pages and press  
the Backward button to move backward through them.  
Changing cache-size options  
If you choose the option to store Web pages in a cache, you can increase the cache  
size to store more pages or decrease its size to free up storage for other programs.  
In addition, you can empty the cache at any time, or you can set an option to  
empty the cache when you quit Pocket Internet Explorer.  
To change the cache size  
1. On the View menu, tap Options, and then tap the Advanced tab.  
2. Drag the Size of Cache slider to the right to increase the storage size or to the  
left to decrease it.  
3. When finished, tap OK.  
The amount of storage you set is shown at the right of the slider.  
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To empty the cache now  
1. On the View menu, tap Options, and then tap the Advanced tab.  
2. Tap Empty Cache Now, and then tap OK.  
To empty the cache on exiting  
1. On the View menu, tap Options, and then tap the Advanced tab.  
2. Select the Empty cache when exiting check box, and then tap OK.  
All of the Web pages stored in the cache are deleted each time that you exit  
Pocket Internet Explorer, until you disable this option.  
Customizing Pocket Internet Explorer  
You can customize the way you browse the Web to suit your personal preferences  
by tapping Options on the View menu.  
Setting start and search pages  
You can set your start page, which opens a particular Web site, when you open  
Pocket Internet Explorer. You can also designate a particular Web search site as  
your search page.  
To set a home or search page  
1. Open the page you want to set as your home or search page.  
2. On the View menu, tap Options.  
3. Select the Default Pages tab.  
4. Select either Home Page or Search Page from the list.  
5. Tap Use Current Page, and then tap OK.  
Note  
!
You can reset the Home Page and Search Page to their original addresses by tap-  
ping Use Default Page.  
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Changing Web page viewing options  
You can set options for Web pages to show pictures, fit the window, and play  
sounds.  
To change Web page viewing options  
1. On the View menu, tap Options.  
2. Tap the Appearance tab.  
3. By default, the Show Pictures, Play Sounds, and Make Page Fit Window  
options are selected. To disable an option, clear its check box.  
4. When finished, tap OK.  
Using cookies  
When you browse to a Web site that supports custom viewing, you might be asked  
to fill out a form that provides information about you, such as your name and  
interests. The Web server stores this information in a file called a cookie that it  
sends to Pocket Internet Explorer. When you return to that Web site, Pocket Internet  
Explorer sends the cookie back to the Web server, which uses the information to  
present you with a custom Web page.  
To use custom viewing, you must first enable cookies in Pocket Internet Explorer.  
You can save up to 50 cookies, and each cookie uses 4K of storage.  
To enable custom viewing  
1. On the View menu, tap Options, and then tap the Advanced tab.  
2. Select the Enable Cookies check box, and then tap OK.  
Setting security options  
Pocket Internet Explorer allows you to encrypt the information that you send and  
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receive over the Internet, so that unauthorized people will not be able to read it. It  
also validates the originator and integrity of the information.  
With security enabled, it takes slightly longer for Web pages to load. To avoid  
this, you can enable security for those times when you most need it, for example  
to make a purchase with a credit card, and disable it otherwise.  
Note  
!
Pocket Internet Explorer provides, by default, three types of security: SSL2, SSL3,  
and PCT. SSL2 and SSL3 are based on the Secure Sockets Layer (SSL) protocol.  
PCT (Private Communication Technology) is an enhancement of SSL technol-  
ogy, offering an even higher level of security. Because different Web servers sup-  
port different security types, it’s best to have all three options selected when you  
want to use security.  
To change security options  
1. On the View menu, tap Options, and then tap the Advanced tab.  
2. Tap the Security Settings button, and then select the check boxes of the  
security types that you want to use or clear the check boxes of those that you  
want to disable.  
3. When finished, tap OK.  
Specifying proxy servers  
If you’re connecting to the Web using a remote access server (RAS) account, you  
might need to use a proxy server. If necessary, obtain the proxy system address  
information from your network administrator. Proxy servers usually are not re-  
quired when connecting to the Internet with an Internet Service Provider.  
Note  
!
Pocket Internet Explorer works only with proxy servers that comply with the  
CERN proxy server standard. It does not work with ANS proxies or with servers  
using SOCKS security.  
To specify a proxy server  
1. On the View menu, tap Options.  
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2. Tap the Proxy Server tab.  
3. Select the Use Proxy Server check box, and then enter the appropriate  
information (see your system administrator for details).  
4. When finished, tap OK.  
BFINDTM GLOBAL FIND UTILITY  
What you can do with it  
With bFINDTM you can search databases, files, filenames, and e-mail messages.  
Simply enter a string in the initial bFIND dialog box, and bFIND retrieves all  
occurrences of that string. bFIND is integrated with existing applications, so that  
by double tapping within bFIND on a found occurrence of the string, you can  
launch the third-party application in which it was found. If that application sup-  
ports searching, bFIND automatically drives the application to complete the search.  
To start bFINDTM  
• Press the bFind icon on the hard icon panel on the screen  
• Tap the Start button, then select the bFIND icon under Programs  
To create a Search  
1. Enter the item you are searching for into the ‘Look For’ field.  
2. You may choose to ignore case-sensitivity by checking the ‘Ignore Case’  
check box.  
3. You may choose ‘Whole Word’ by placing a check in the check box. Use this if  
you want to search for an exact match of what is typed into the  
‘Look For’ field.  
4. In the Search Location group box, check the location(s) in which you want  
to search.  
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If you enter a file name in the “Look For” field, bFIND searches for it using the  
default filter filename *.* as the file filter. However, if the “Look For” text con-  
tains an extension delimiter such as “.”, bFIND will use the text as is, for example,  
if you search for “the.pwd”.  
To conserve memory, bFIND will abort each search after it has found more than  
50 items. If bFIND does not find the item you are looking for within the current  
50 items, try creating a more specific search by modifying the search string or  
locations.  
Note  
!
The default search location is the root directory, i.e., My Handheld PC. If you  
want to run a search on the entire palmtop PC, you must choose to ‘Include Sub-  
folders’ by checking it or using Alt+I.  
To select Search Locations  
You have the option of selecting one or more search locations by placing a check  
mark in the chosen search location(s). Default script files have been provided for  
the standard Windows CE applications, databases and file types. These script files  
help bFind interpret search results and drive other third-party applications to com-  
plete the searches that are started within bFind.  
Appointments Database: bFIND will search the database used by the Windows  
CE Appointments (Calendar) application.  
Contacts Database: bFIND will search the database used by the Windows CE  
Contacts application.  
Email Messages: bFIND will search the Email Messages stored on the  
Handheld PC.  
File Contents: bFIND will search the contents of all files that match the File Filter.  
File Names: bFIND will search the names of all files and folders to see if the file’s  
name or folder’s name matches the search text.  
Pocket Word Documents: This is a customized “File Contents” search. It searches  
only the contents of pocket word files (i.e., “*.pwd”).  
Pocket Excel Documents: This is a customized “File Contents” search. It searches  
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only the contents of pocket excel files (i.e., “*.pxl”).  
Tasks Database: bFIND will search the database used by the Windows CE  
Tasks application.  
bFAX Packages: bFIND will search the database used by the bFAX applications.  
Any database that is found on the Handheld PC without a script will still appear in  
the Search Location group box; for example, if you use Microsoft’s Pocket Internet  
Explorer, ‘Cookies’ and ‘URL Cache’ will appear.  
To Edit or Delete Associations  
1. Tap on the ‘Options’ menu item or use Alt+O.  
2. Tap on ‘Edit Associations’ or use Shift+E.  
3. In the Edit Associations dialog box, highlight the name of the search location  
you want to edit.  
4. Tap the ‘Edit’ button.  
This will display the location of executable files in which to choose a new association.  
You can delete an Association by going through steps 1 through 3 from above and  
tapping the “Delete” button. Note that deleting an Association within bFIND will  
only delete the text from bFIND. It will not delete any files from the Handheld PC.  
To Use “Search Completion” Scripts  
bFIND uses scripts to drive third-party applications to complete the search.  
There may be times when you choose to open an application but you may not  
want to run a search. You can disable the use of scripts in bFIND, so it will not run  
a search .  
1. Tap the File menu item or use Alt+F.  
2. Tap ‘Use Scripts’ to disable and/or enable this feature.  
To Create Shortcuts for Searches and Results  
1. Choose the Shortcuts menu item by tapping on it or use Alt+S.  
2. Tap on ‘Add Last Search’ or use Shift+L.  
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To create a shortcut to a search result:  
1. Highlight the search result.  
2. Choose the Shortcuts menu item by tapping on it or use Alt+S.  
3. Tap on ‘Add Result’ or use Shift+R.  
To create a “Custom Shortcut” to any document or file you may want to  
access quickly:  
1. Choose the Shortcuts menu item by tapping on it or use Alt+S.  
2. Tap on ‘Custom Shortcut’, or use Shift+C.  
3. Type a name for the caption.  
4. Enter the name of the file you want to create the shortcut for.  
5. Enter new text here, if you want to create a new search string.  
Note  
!
A custom shortcut can only be made for all executables and any files that have  
been registered with bFIND, otherwise the shortcut will generate an error.  
Within the Shortcuts menu, you have the option to choose between using Large  
Icons or Small Icons. To enable the use of one or the other, tap the Shortcuts menu  
item and then tap Large Icons or Small Icons, whichever one you want to use.  
To get more information  
If you need more information on bFIND, visit the web site, ‘[email protected]’.  
NOTICE  
BSQUARE CORPORATION makes no warranty as to the accuracy or completeness of the foregoing  
material and hereby disclaims any responsibility therefor.  
Microsoft and Windows are either registered trademarks or trademarks of Microsoft Corporation in  
the United States and/or other countries. bFIND, bFAX, bMOBILE, bPRINT, and bsquare View are  
trademarks of BSQUARE CORPORATION.  
WORLD CLOCK  
Setting World Clock  
Whether at home or on the road, you can use World Clock to keep track of the  
date and time. You can find World Clock in your Control Panel folder by tapping  
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Start on the taskbar, and then tapping Settings or you can double-tap on the time  
displayed on the taskbar.  
Setting home and visiting cities  
You can set two time zones in World Clock: one for your home city and one for a  
city you’re visiting. You can change either of these cities whenever you want. You  
can also choose which of these time zones you want to use as the system time for  
your palmtop PC.  
To change your home or visiting city  
1. Tap the Home City or Visiting City tab.  
The home or visiting icon flashes on the map to indicate which tab is active.  
2. Select a city from the list.  
If the city you want is not on the list, see the following procedure, “To add a  
city to the list”.  
Tip  
To find out the distance between two cities, select the two cities, tap the Visiting  
tab, and then look at the distance information below the city name window.  
To add a city to the list  
1. Go to the Options tab, tap Add.  
2. From the list, select the city closest to the one you want to add.  
3. Type the name of the new city, and then edit any incorrect information.  
Tip  
If information for a city changes (for example, a new area code is added), you can  
add a new city with the same name, and then edit the information for the new city.  
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Setting the date and time  
Changes you make affect your palmtop PC’s system clock.  
To set today’s date  
1. Select the Date & Time tab.  
2. Tap today’s date on the calendar.  
You may have to tap the calendar arrows to move to the current month.  
To set the current time  
1. Select the Date & Time tab.  
2. Select the city for which you want to set the time.  
3. In the corresponding Home or Visiting box, type the current time.  
If you do not specify AM or PM, the time is set to fall between 8:00 AM and  
7:59 PM (the working day). For example, if you type 9:45, the time is set to  
9:45 AM, and if you type 7:30, the time is set to 7:30 PM.  
Time changes you make to your home city automatically affect the visiting city  
and vice versa.  
Setting alarms  
You can set as many as five alarms, each with its own notification settings. You  
can have the alarm play a sound, flash a light, or display an on-screen message.  
These alarms are separate from those you set for task and appointment reminders  
in Tasks and Calendar.  
To set an alarm  
1. Select the Alarms tab.  
2. Tap <Alarm Description>, and then type a phrase.  
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3. Type a time or select a time from the list.  
4. To change alarm notification settings, tap Options.  
The alarm will sound every day at the specified time unless you disable the alarm.  
To disable an alarm  
Clear the check box to the left of the alarm description.  
CALCULATOR  
Calculator is an accessory you can use to make quick calculations on your palmtop  
PC. You can find Calculator by tapping Start on the taskbar, tapping Programs,  
and then double-tapping the Accessories folder.  
You can use Calculator to perform common calculations in two ways. In Standard  
view, you can use on-screen buttons and track your calculations with a “paper  
tape.” In Pop-Up view, you use the keyboard to make calculations while you view  
an open document.  
Working in Standard view  
A nice feature of Standard view is the “paper tape.” Besides displaying the last  
100 lines of calculations, the paper tape can also be used to reapply previous  
calculations. Just double-tap a calculation to apply it to the current entry. For  
example, if you are dividing a series of figures by 3.141529, you can double-tap  
the “/ 3.141529” line in the paper tape each time you want to apply it to a  
new calculation.  
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To clear the paper tape contents, tap Clear Paper Tape on the Edit menu.  
Working in Pop-Up view  
Pop-Up view reduces the calculator to just the accumulator window, so that you  
can open Calculator without hiding another document. You can then use the Copy  
and Paste commands to add calculations to your document or to add numbers  
from your document to Calculator’s accumulator window.  
SYNCHRONIZATION WITH A DESKTOP COMPUTER  
Using Mobile Devices  
Mobile Devices gives you a view from your desktop of the programs and files  
stored on your palmtop PC. When your palmtop PC is connected to the desktop  
computer, you can use Mobile Devices to do the following:  
• Synchronize appointments, tasks, and contacts between a Microsoft  
information manager, such as Schedule+ or Outlook, and the Calendar,  
Contacts and Tasks software programs on your palmtop PC.  
• Download messages from a Microsoft messaging program on your desktop  
computer to your palmtop PC using Inbox.  
• Transfer Microsoft Word, Microsoft Excel and Microsoft PowerPoint files  
between your desktop computer and your palmtop PC.  
• Install additional programs on your palmtop PC.  
• Back up data from your palmtop PC onto your desktop computer, and then  
restore the data to the palmtop PC.  
First you will need to install Mobile Devices on your desktop computer and con-  
nect the two computers with a serial cable, as described in the following pages.  
To connect your palmtop PC to your desktop computer  
1. Start Mobile Devices on your desktop computer and power on your palmtop PC.  
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2. Connect your desktop computer to your palmtop PC, using the instructions  
provided in your hardware manual. If either your palmtop PC or your desktop  
computer doesn’t immediately acknowledge the connection, see Chapter 9,  
“Troubleshooting.” If you have enabled password protection on your palmtop  
PC, Mobile Devices requests that you enter a password before it recognizes  
the connection.  
Once you connect, Mobile Devices displays the files and folders on your  
palmtop PC.  
Mobile Devices on your desktop computer  
You can change any of the options you selected during setup at any time, by  
choosing the appropriate command from the Tools menu inMobile Devices.  
Note  
!
Double-clicking a program icon in the Mobile Devices window displays the prop-  
erties for that program or file; it does not start the program.  
Adding and removing software  
You can add Windows CE software programs to your palmtop PC. If a wizard or  
setup program isn’t available, you can manually copy the program onto your  
palmtop PC by using the following procedure. For more information, refer to  
your software vendor’s instructions.  
You can remove software that you installed with a wizard or setup program by  
using the Remove Programs control panel.  
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To copy a program to your palmtop PC  
1. Copy (or drag) the software program (one having an .exe file extension) to  
Mobile Devices on your desktop computer, as described in “Transferring files  
to and from your desktop” later in this chapter.  
2. On your palmtop PC, create a shortcut for the program by tapping the program  
name or icon while holding down the alt key, and then tapping  
Desktop Shortcut.  
3. Drag the shortcut to the Program Files folder in My palmtop PC. This ensures  
that youíll be able to select the program from the Start menu.  
To remove a program from your palmtop PC  
1. In My palmtop PC, double-tap the Control Panel icon.  
2. Double-tap the Remove Programs icon.  
3. Select the program that you want to remove from the list, and then tap Remove.  
Note  
!
If you copied a program to your palmtop PC rather than installing it, the program  
may not appear in the Remove Programs list. In this case, you delete the program  
by selecting its icon, and then tapping the delete key. Also, you cannot remove the  
programs that came installed on your palmtop PC.  
Backing up and restoring data  
Use Mobile Devices to regularly back up files and calendar, contact, and task  
information on your palmtop PC to a storage file on your desktop computer.  
If this information is ever corrupted or lost on your palmtop PC, you can  
restore your data using the backup file. For fill details see “Backing up and  
Restoring Data”.  
Transferring files to and from your desktop  
You can transfer files between your desktop computer and your palmtop PC as  
follows:  
• Copy a file by selecting the file in Mobile Devices and then dragging it to the  
desired location on your desktop computer. Or select a file on your desktop  
computer and drag it to the Mobile Devices.  
Alternatively, select the file and use the Copy and Paste commands on  
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the Edit menu.  
• Move a file by selecting it inMobile Devices and then using the Cut and Paste  
commands on the Edit menu to move it to the desired location on your  
desktop computer.  
Note  
!
If a copied file is converted or changed in any way and then copied back to its  
original location, Mobile Devices assigns it a new filename to preserve the integ-  
rity of the original file.  
Tip  
You can use your palmtop PC to transport files from one desktop computer to  
another. On the General tab of the File Conversion Properties dialog box, clear  
the Enable File Conversion check box to transfer a file to your palmtop PC with-  
out converting it. Then transfer the file to another desktop computer that is run-  
ning Mobile Devices.  
Converting file types  
When transferring files between your palmtop PC and your desktop computer,  
certain file types must be converted before the files can be used by the other  
computer. This section describes how to use Mobile Devices to convert files, and  
what happens to both Pocket Word and Pocket Excel files when they are converted.  
You can set Mobile Devices to convert selected file types automatically as they  
are transferred, using either the conversions you specify or the defaults provided  
for the most common types of files. For more information about file conversions,  
see Mobile Devices Help.  
To specify how files are converted  
1. On the Tools menu of Mobile Devices (on your desktop computer), click  
File Conversion.  
2. On the General tab, select the Enable file conversion check box.  
3. If you want to change the default file extension, click the H/PC -> Desktop or  
the Desktop -> H/PC tab, and then select a file type in the list box. The default  
extension used for converting this file type is displayed in the lower portion of  
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the dialog box. To change the default, click Edit, and then select another  
file extension.  
4. When finished, click OK.  
Tip  
You can use your palmtop PC to transport files from one desktop computer to  
another. On the General tab of the File Conversion Properties dialog box, clear  
the Enable File Conversion check box to transfer a file to your palmtop PC with-  
out converting it. Then transfer the file to another desktop computer that is run-  
ning Mobile Devices.  
Converting Word files  
During conversion, most document attributes are retained and appear just as they  
would on your computer. Some formatting, however, may be removed or changed.  
Converts this way  
This attribute  
Matched to the closest available palmtop PC  
font and shade of gray.  
Fonts, font sizes,  
and font coloring  
Tabs, alignment, bullets, numbering, and  
indentation are displayed.  
Paragraph spacing is not supported.  
Paragraph formatting  
OLE objects  
Tables  
Objects embedded in a file are converted to  
pictures; object data and objects not stored in  
the file are removed.  
Cells are displayed as text separated by tabs.  
Text is displayed but some formatting may  
be lost.  
Columns, table of contents,  
index, fields, and numbering  
These items are removed.  
Headers, footers, footnotes,  
annotations, revisions, style  
sheets, borders, and shading  
Converting Excel files  
During conversion to Pocket Excel, many document attributes are retained and  
appear just as they would on your desktop computer. There are some attributes,  
however, that will be changed or removed for efficiency. The following table de-  
scribes how data is affected.  
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This attribute  
If you want to  
Fonts and fonts sizes  
Matched to the closest font available on your palmtop PC.  
Alignment  
Formats  
Horizontal, vertical, and wrap text attributes remain the same; how-  
ever, vertical text appears horizontal.  
Custom number formats are displayed in the closest matching  
number format supported by Pocket Excel.  
All borders appear as a single line, and patterns are removed.  
Supported functions and formulas are converted accurately. If a  
Microsoft Excel file contains a function not supported by Pocket  
Excel, the function is removed, and only the returned value of the  
function appears. A formula entered as a array or containing an  
array argument – for example, =SUM ({1;2;3}) – is converted to a  
value. Likewise, a formula containing an external link or intersec-  
tion range reference is converted to a value.  
Formulas  
Names that reference worksheets within the same workbook are  
displayed accurately; however, names that refer to other workbooks,  
arrays (for example, ={1;2;3}), array formulas, or intersection  
ranges are removed from the name list. If a name is removed from  
the list, it is left in formulas and fuctions, causing those formulas  
to resolve as “#NAME?”.  
Names  
All hidden names are unhidden.  
Protection  
If you have password protection applied to your workbook file or  
to document protection components within the workbook, you  
cannot convert the file. If you have Protect Document enabled  
but not password protection, you can convert the file. Document  
protection is disabled upon conversion.  
Chart objects, drawing objects, Removed.  
pictures, text boxes, and controls  
Chart sheets, VBA modules,  
and dialog sheets, and  
Removed and replaced with a blank sheet.  
Excel 4.0 macro sheets  
Pivot table data  
Converted to values.  
CONNECTING TO AN ISP (INTERNET SERVICE PROVIDER)  
To use Inbox and/or Pocket Internet Explorer you will need to connect to an Internet  
Service Provider (ISP) first, using a PC Card modem.  
E-mail service  
Web-service  
A Connection  
Internet Service Provider  
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The two things you need are:  
1. A PC Card modem, preferably one that is recommended by HP.  
Note  
Since most PC Card modems require significant power to operate, it is recom-  
mended that a AC adapter is used whenever a modem is used with the palmtop PC.  
!
2. An ISP account  
From your ISP you will need to obtain the following information.  
! Note  
Your ISP may not be familiar with the Windows CE operating system however  
the steps to set up Internet access are quite similar to that of Windows 95. Your  
ISP may however have written a program for Windows 95 that automatically sets  
up all the parameters listed below. This will not work on Windows CE so you will  
need to manually set these up. Make sure that your Internet service provider (ISP)  
server supports the Point-to-Point Protocol or PPP. The older SLIP protocol is not  
supported by Windows CE. Online services that use proprietary interfaces e.g.  
CHAP are not supported by Windows CE. Please contact your service provider to  
ask for a Windows CE version of their software.  
• User name  
• Password  
• IP address (if ISP does not allocate one automatically)  
• DNS server addresses (if ISP does not allocate these automatically)  
• Local telephone number of ISP modem  
• ISP authentication method  
Although Windows CE supports automatic authentication for most ISPs,  
certain ISPs may require you to tick the “Bring up terminal window after  
dialing” box. (See step 11 of “To set up a Remote Networking Connecttion”).  
If you are going to be using email, you will require  
• POP server name  
• SMTP server name. In most cases this will be identical to the POP  
server name  
• POP Mailbox user name. This may be identical to the user name mentioned on  
page 143.  
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• POP Mailbox password. This may be identical to the password mentioned on  
page 143.  
If you are going to be using the worldwide web, you might require  
• World Wide Web Proxy server name.  
• World Wide Web Proxy server port address. (Normally 8080 or 8088)  
The next thing to do is to create a remote connection (in Remote Networking). This  
remote connection provides basic information for Windows CE and your modem.  
To set up a Remote Networking Connection  
1. Switch your unit off and attach the AC adapter.  
2. Insert your PC-Card modem.  
3. Switch the unit on.  
4. Tap Start, then Programs.  
5. Double tap the communications folder, then Remote Networking.  
6. Double tap Make New Connection.  
7. Type a name for the connection (i.e. Name of ISP).  
8. Select Dial-Up connection.  
9. Tap Next  
10. Select a modem. Your modem supplier should be listed on the drop-down  
menu next to the modem box. If it is not, cancel the operation, remove, reinsert  
the modem card and try again.  
11. Unless there are advanced settings that need to be configured for your ISP or  
your ISP requires you to manually enter your user name and password then  
you will normally not need to configure the modem further. If your ISP does  
require you to enter your username and password manually then tap configure  
and tap the box marked “Use terminal window after dialing”.  
12. Enter the area code if any (without a zero if you do not enter it when dialing  
internationally), local number and country code. If you always want the coun-  
try code and area code to be dialed (e.g. using a GSM mobile phone with a  
roaming service) then check the use country code and area code box.  
13. Tap the TCP/IP Settings box.  
14. IP addresses identify computers on the Internet. They consist of four numbers  
in the range 0-255 separated by full stops (e.g. 15.123.112.31). If your ISP  
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automatically assigns IP addresses when you connect to their server then you  
will not need to enter an IP address. If not uncheck the Server-assigned IP  
address and enter the IP address your service provider has given you.  
15. The use software compression and use IP header compression boxes should  
normally be left untouched. If you do have a problem connecting then ask  
you ISP about these settings.  
16. If your ISP has supplied you with DNS server IP addresses then you need to  
enter them in the “Name Servers” tab. Uncheck the name server addresses  
box and enter the Primary DNS and Secondary DNS settings.  
Your ISP may only have one DNS server in which case just use the Primary  
DNS setting. Tap OK.  
17. Tap Next. Enter the ISP telephone number.  
18. Tap Finish to end the process.  
19. To test the connection, double tap the new icon with the name you assigned to it.  
20. You will be asked for the user name and password that your ISP has given you.  
You can avoid reentering the password each time by tapping the Save Pass  
word box.  
21. Check that the dialing location in the right hand box is correct and that the  
phone number listed is correct and tap connect. If the number is incorrect you  
might need to adjust the dial settings in Dial Properties and/or Dialing  
Patterns. See “To set up dailing locations”.The modem should dial the  
number. If you have a problem check that the remote line is answering by  
dialing the number with a normal telephone.  
The ISP server telephone number which you entered in step 17 of “To set up a  
Remote Networking Connection”, is dialed according to Dialing Patterns and  
Dialing Locations. You may wish to set up several dialing locations if the num-  
bers you need to dial to access an external line or dial a long distance number can  
change. For example, at work you may need to dial a 9 to access an external line.  
! Note  
Most modems will not work with digital telephone lines connected to a private  
exchange in your workplace. Generally, a telephone line that works with a fax  
machine will work with your HP 600 Series Palmtop PC. Note that digital phone  
lines may cause damage to your modem.  
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To set up dailing locations you will need:  
• Country code (e.g. 1 for US, 65 for Singapore, etc).  
• Area code (certain countries, e.g. Singapore and Hong Kong, may not have  
area codes).  
• Any numbers that you need to dial to access an external line.  
You can edit the Dialing Patterns and Dialing Locations following the steps below.  
Setting Dialing Patterns and Dailing Locations  
1. From the Start menu, tap Settings, tap Control Panel, then double tap the  
Communications folder.  
2. Tap the Dialing tab.  
3. Select the home or work dialing location as appropriate. You can also create a  
new dialing connection by tapping the “New” button if you have different  
locations with different access numbers from which you dial up to your ISP.  
4. Enter your local area code. Leave this blank if the location has no local  
area code.  
5. Enter your country code e.g. 1 for US, 65 for Singapore.  
6. Tap the Dialing Patterns button to edit the dialing patterns for local, long  
distance and international calls. Dialing patterns allow you to specify how  
calls will be dialed depending on their area and country codes. Each dialing  
location (e.g. Work and Home) can have a different set of dialing patterns.  
7. The local dialing pattern is used when the country code and area code of the  
number dialed matches the country code and area code of the dialing location.  
Normally it should be set to “G” or if a number is needed to access an external  
line then that number followed by a comma followed by “G” (e.g. “9,G”). The  
comma instructs the modem to pause after dialing the “9”.  
8. The long distance dialing pattern is only used for countries that have area  
codes. For countries without area codes such as Singapore and Hong Kong  
it should be set identical to the Local dialing pattern. For countries where  
the area codes are prefixed with a zero which is not used when a number is  
called internationally the long distance dialing pattern should look like  
“0FG” or “9,0FG” as per the local example. (Area codes should be entered  
without zeros).  
9. For international calls the dialing pattern should include the international  
access code (e.g. 001 in Singapore) followed by a comma and then EFG.  
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This indicates that the international access code should be dialed and then  
after a pause the country code, area code and local number. i.e. “001,EFG”  
or “9,001,EFG”. When you have finished tap OK to leave the dialing patterns  
and communications windows.  
Example of dialing patterns are listed below:  
Local  
Long Distance  
International  
Country  
G
G
G
0G  
0FG  
0FG  
G
001, EFG  
001, EFG  
011, EFG  
00, EFG  
00, EFG  
00, EFG  
Singapore  
Malaysia  
US  
France1  
France2  
UK  
0FG  
1FG  
0G  
0FG  
0FG  
US: If you need to dial a phone number that is in your area code but still requires  
a “1” and the area code (long distance) to dial it, you need check the “Force Long  
Distance” box when you “Make a New Connection.” To change a Dial-Up Con-  
nection that is already made:  
- Tap Start and Programs  
- Double-tap Communications and Remote Networking  
- Tap to highlight the connection to be changed.  
- Tap File, then Properties.  
- Tap Force Long Distance box.  
France1: Use this dialing pattern if you have put in the entire telephone number  
minus the leading 0 in the telephone number field and left the area code  
field blank.  
France2: Use this dialing pattern if you have put the one-digit area code (without  
the leading 0) in the area code field and the 8-digit number in the phone  
number field.  
To set up manual dialing:  
If you need to use a dialing string which has more than 32 characters (e.g. when  
using a calling card), or if the dialing string contains special characters and com-  
mands, you will need to dial manually to make the modem connection:  
1. Tap Start, then tap Programs, and then double-tap the Communications folder.  
2. Double-tap the Remote Networking folder, then tap to highlight the  
connection which you want to set up for manual dialing.  
3. Tap File, then tap the Properties button on the toolbar.  
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4. Tap Configure, tap Manual Dial (user supplies dial strings).  
5. Tap OK, then tap OK again.  
6. Connect your modem, double tap the icon for the connection, and then  
tap Connect.  
7. In the window, type the entire dialing string, including the special characters,  
commands, pauses, etc., followed by the telephone number of your ISP. When  
finished, type Enter.  
8. Log in according to the requirements of your ISP and then tap OK. In a few  
seconds, a status message will appear to indicate that the connection has  
been established.  
To set up Internet Mail (E-mail Service)  
1. Double tap the Inbox icon on the desktop, then tap Compose, then Options.  
2. Tap the Services tab.  
3. Tap Add and choose Internet Mail.  
4. Type a name for the mail service (e.g. Your ISP name).  
5. Select the name of the Remote Networking connection that is used to access  
this mail service. (e.g. Your ISP name set up above)  
6. Enter the name of the POP server given by your ISP in the mail server setting.  
7. Enter the POP mailbox user name in the User ID setting.  
8. Enter the POP mailbox password in the Password setting. Again you can tap  
the Remember password box to avoid having to reenter your password at  
every log-on.  
9. If the SMTP server name is different to the POP server name then you should  
enter it in the “SMTP Host” field.  
10. Tap Finish.  
11. You can connect to the mail server by tapping Service, then Connect.  
To set up www access (if my ISP uses a www proxy server)  
1. Double tap Pocket Internet Explorer on your palmtop’s desktop.  
2. Tap View, then Options and then tap the Proxy Server tab.  
3. Enter the proxy server’s name and port.  
4. Tap OK.  
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Chapter 6 – REFERENCE  
This chapter contains information that you may need to refer to if you run into  
problems while working with the HP Palmtop PC. It also includes warranty and  
support information.  
SAFETY, CARE, AND MAINTENANCE  
With good care, your HP Palmtop PC will be a reliable desktop PC companion.  
Cleaning the Screen  
When you touch the screen of the HP Palmtop PC with your hand, it leaves a trace  
of natural oil that may make it harder to read the screen from certain angles. If  
you need to clean the screen, use a commercial glass cleaner sprayed on a soft  
cloth. Avoid spraying the screen directly.  
Rings on the Screen  
Over time you may notice rainbow-like rings forming on the screen. These rings  
are only cosmetic and will not impede the functioning of your HP Palmtop PC.  
Dropping the Palmtop PC  
Please take care not to drop your HP Palmtop PC. Dropping the unit can cause  
damage to delicate components such as the display. Hewlett-Packard does not  
cover accidental damage under its warranty.  
TIPS AND TROUBLESHOOTING  
How do I...  
…do a CAPS LOCK?  
Press both  
keys at the same time. When CAPS LOCK is on, an [A]  
SHIFT  
appears in the toolbar.  
...do a right mouse click?  
Hold down ALT the key while you tap an item.  
Reference  
H149  
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…hide the taskbar?  
You cannot hide or move the taskbar.  
…minimize a document or application?  
Tap the application button on the taskbar. Tap again to maximize, as described on  
page 16 .  
...check battery levels?  
Tap the Quick Setting Hard Icon panel and/or the Battery Status tab on the Power  
Properties window, as described in Managing Battery Power.  
...find out how much memory is available for storage and/orapplications?  
1. On the Start menu, tap Settings.  
2. In the Control Panel, double-tap the Systems icon.  
3. Look at the Memory tab.  
...find out information about my unit like memory, operating system, and  
so on?  
1. On the Start menu, tap Settings.  
2. In the Control Panel, double-tap the Systems icon.  
3. Look at the General tab.  
…view file name extensions in Windows CE Services 2.0 Mobile Devices?  
From the View menu of the tool bar choose Options, then in the View tab clear the  
Hide File Extensions check box.  
…set an alarm for a more than a day in advance?  
The World Clock Alarm function is only intended for daily alarms. For appoint-  
ments that happen once, or for greater flexibility with repeating alarms, you may  
wish to use the Calendar or Task applications.  
…use point sizes greater than 36 in Pocket Word?  
Although font sizes between 1 and 1638 are allowed in Pocket Word for  
compatibility with Microsoft Word, the largest supported font size on the  
palmtop PC is 36.  
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…increase the speed of data transfer to and from my desktop PC?  
You may be able to increase the speed of data transfer if your desktop PC supports  
speed rates higher than 19,200 baud. From the H/PC review the help  
topic “Communications”.  
...use Pocket Internet Explorer to FTP files?  
Pocket Internet Explorer supports only the HTTP URL format, not FTP.  
...shut down my palmtop PC using Windows CE?  
ON  
OFF  
Windows CE has a Suspend option but no Shut Down option. Press  
to power off the HP Palmtop PC.  
/
...upgrade the ROM and/or RAM?  
Both the ROM and RAM of the HP Palmtop PC are upgradeable with user-in-  
stallable ROM modules which are available by separate purchase.  
...determine which card my HP 620LX is addressing if both a PC Card and a  
CompactFlash Card are installed?  
The HP 620LX can address two flash memory cards at a time. If the palmtop PC  
is powered on with a card in each slot, the PC Card is shown as Storage Card in  
My Handheld PC and the Compact Flash Card as Storage Card2.  
…get a list of modems and PC Cards that are supported on my H/PC?  
For a detailed list, you can contact us on the Web at: http://www.hp.com/handheld/  
index.html  
What do I do if...  
...the unit will not power on?  
First make sure that the AC Adapter is plugged in, and check if adjusting the  
contrast has any effect. Then do a reset as described on earlier. If the unit still does  
not respond, it may need service.  
...the unit powers off after it powers on?  
The battery is very low. Charge the battery.  
Reference  
H151  
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...my password does not work?  
Although passwords are not case sensitive, there are some modes that may affect  
password entry. Try retyping the password and toggling the NUM LOCK key. If  
this does not work, do a reset .  
If you have forgotten your password, or if for some reason your palmtop PC has  
become corrupted and pressing the reset button does not work, you must do a  
hard reset, as described earlier. Performing a hard reset erases all files, programs,  
and other user information that you have entered.  
…the system does not respond appropriately to stylus taps?  
Try recalibrating the stylus. First press  
on-screen instructions.  
+
+
, then follow the  
CTRL  
=
ALT  
You can also adjust double-tapping from the Stylus Properties window, as de-  
scribed in Control Panel.  
…I get the message “Can’t find filename [or one of its components]” when I  
double-tap an icon?  
If there is a small arrow in the lower left hand corner of the icon, it represents a  
Shortcut Link, and not the actual file. Edit the shortcut properties or replace  
the shortcut.  
…I get the error message “Recycle Bin Maximum Size Reached.”  
Windows CE does not treat the Recycle Bin’s maximum size limitation as a strict  
requirement, but rather as a notification threshold. You can leave your unit at its  
current setting and continue to get warnings, or you can change the amount of  
memory allocated to the Recycle Bin.  
...I think the unit requires service?  
Contact one of the technical support numbers listed on the back of the card,  
“Contacting Hewlett-Packard Worldwide,” which is included in the product  
box. Do not ship your computer for service without first contacting a  
Hewlett-Packard office.  
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ELECTROSTATIC DISCHARGE WARNING  
Electrostatic discharges can interfere with normal functioning of electronic de-  
vices. This may cause the HP 620LX to behave abnormally, and data corruption  
or loss of unsaved data can be the result. To recover you need to reset the HP  
620LX as described in ‘Resetting’. Similarly, the CompactFlash Card data can be  
recovered using the disk recovery utility program in your PC.  
To avoid losing data due to electrostatic discharges or other types of events, it is  
recommended that you regularly save and backup your data as described in ‘Backup  
and Restore’.  
WARRANTY, SUPPORT AND SERVICE  
Limited One-Year Warranty  
Your HP Palmtop PC comes with a limited one-year warranty.  
What Is Covered  
Your HP Palmtop PC (except for the coin cell backup battery, or damage cause by  
this battery) and accessories are warranted by Hewlett-Packard against defects in  
materials and workmanship for one year from the date of original purchase. If  
you sell your unit or give it as a gift, the warranty is automatically transferred to  
the new owner and remains in effect for the original one-year period. During the  
warranty period, we will repair or, at our option, replace at no charge a product  
that proves to be defective, provided you return the product, shipping prepaid, to  
a Hewlett-Packard service center. (Replacement may be made with a new or re-  
conditioned product, or with a newer model of equal or better functionality.)  
This warranty gives you specific legal rights, and you may also have other rights  
that vary from state to state, province to province, or country to country.  
What is Not Covered  
Backup battery, and damage cause by the battery, are not covered by the Hewlett-  
Packard warranty. Check with the battery manufacturer about battery and battery  
leakage warranties.  
Reference  
153  
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This warranty does not apply if the product has been damaged by accident or  
misuse or as the result of service or modification by other than an authorized  
Hewlett-Packard service center.  
No other express warranty is given. The repair or replacement of a product is your  
exclusive remedy. ANY OTHER IMPLIED WARRANTY OR MERCHANTA-  
BILITY OR FITNESS IS LIMITED TO THE ONE-YEAR DURATION OF THIS  
WRITTEN WARRANTY. Some states, provinces, or countries do not allow limi-  
tations on how long an implied warranty lasts, so the above limitation may not  
apply to you. IN NO EVENT SHALL HEWLETT-PACKARD COMPANY BE  
LIABLE FOR CONSEQUENTIAL DAMAGES. Some states, provinces, or coun-  
tries do not allow the exclusion or limitation of incidental or consequential dam-  
ages, so the above limitation or exclusion may not apply to you.  
Products are sold on the basis of specifications applicable at the time of  
manufacture. Hewlett-Packard shall have no obligation to modify or update  
products, once sold.  
Consumer Transactions in Australia, New Zealand and the United  
Kingdom  
The above disclaimers and limitations shall not apply to consumer transactions  
in Australia, New Zealand and the United Kingdom and shall not affect the statu-  
tory rights of consumers.  
For Consumers in Australia  
The above warranty terms and any other warranty statement enclosed with this  
product, except to the extent lawfully permitted, do not exclude, restrict or modify  
and are in addition to the statutory rights implied by the Trade Practices Act 1974  
or any corresponding State or territory legislation applicable to the sale of this  
product to you. If you have any queries about your rights contact the Hewlett-  
Packard Customer Care Centre on 1800-131347.  
For Consumers in New Zealand  
The above warranty terms or any other warranty statement enclosed with this  
product, except to the extent lawfully permitted, do not exclude, restrict or modify  
154 - HP Palmtop PCUser Guide  
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and are in addition to the statutory rights implied by the Consumer Guarantees  
Act 1993 applicable to the sale of this product to you. If you have any  
queries about your rights contact the Hewlett-Packard End User Support line on  
(09) 356 6640.  
Customer Support  
If you have questions that this Essentials Guide does not answer (after checking  
the contents and index), you can contact Hewlett-Packard’s Worldwide Support  
and Services for Handheld Products at the telephone numbers on the card, “Con-  
tacting Hewlett-Packard Worldwide,” which is included in the product box.  
If your Palmtop PC requires service contact Hewlett-Packard for service  
information, shipping instructions, and out-of-warranty service charges before  
you send your unit in for repair.  
For diagnostic instructions and other service information, contact one of the tech-  
nical support numbers listed on the back of the card, “Contacting Hewlett-Packard  
Worldwide.” Do not ship the unit for service without first contacting a Hewlett-  
Packard office. If your unit qualifies for in-warranty service, be ready to supply a  
dated proof of purchase.  
In countries not listed on the card, contact your Hewlett-Packard authorized dealer  
or sales office.  
Reference  
H155  
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INDEX  
3
creating a fax  
deleting recipients and documents  
Dialing Location  
Frequently Asked Questions  
receiving  
102  
105  
3-D  
81  
104, 107, 108  
104, 105  
104  
A
AC  
sending  
103  
adapter  
7, 17, 18, 19, 30, 143, 144  
bFIND Global Find Utility  
application  
port  
3, 7, 17  
2, 17, 18, 19, 113  
1, 32, 33  
51  
130  
131  
130  
21  
power  
search  
ActiveSync  
select Search Locations  
start  
Among Windows CE devices  
Appointments  
Arithmetic operators  
27  
42, 58, 131  
80  
Brightness & contrast, adjusting  
Buttons  
16  
B
C
Background, changing  
Backup  
21  
34  
Cache  
126, 127, 132  
Calculator  
Back Up Data button  
Pop-Up view  
137  
136  
Back-Up Battery Compartment  
Back-Up Battery  
4
4
Standard view  
Calendar  
Backup Now/Transferring  
28, 36  
6-month Calendar  
Adding, changing a full-day event  
Adding, deleting an appointment  
55  
56, 57  
56, 57  
Backup/Transferring  
battery, coin cell  
data to a PC Card  
HP Data Backup  
28, 34, 35, 36, 37, 38, 153  
7, 153  
37  
Change the time duration of an appointment  
Month-at-a-Glance Plus  
57  
54  
34, 35, 110  
Battery  
Moving an appointment to a different day or time 57  
Back-Up  
4
7, 153  
4
New All Day Event  
Printing  
56  
coin cell  
26  
compartment  
drain battery  
Viewing your calendar  
Calibrating the Screen and Stylus  
Cells  
53-57, 63  
30  
9
75, 77-79, 141  
3
installing the batteries  
minimize data loss  
7
18  
Compact Flash Memory Card Drawer  
rechargeable Lithium-Ion battery pack  
recharging Batteries  
7
18  
4
CompactFlash Card  
21, 31, 39, 151, 153  
80  
Comparison operators  
Release Catch  
Connection between palmtop and desktop PC  
Contacts  
12  
bFAX Pro  
adding recipients and documents  
application  
105  
50  
change contact information  
copy, delete and modify contact card  
60  
61  
Index  
157  
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find contact card  
move around in contact list  
new contact card  
print contact information  
sort contact list  
specific contact information  
start Contacts  
62  
59  
60  
62  
59  
62  
59  
close a workbook  
69  
80  
Comparison operators  
currency guidelines  
78  
custom number guidelines  
dates and times guidelines  
editing cells and data  
entering data, formulas  
format  
79  
78  
75  
75, 80  
77, 78  
82  
Control Panel  
Data Backup  
34, 35, 37  
name a cell or range  
Display  
21  
open, create a workbook  
reference another sheet in a formula  
setting up a 3-D reference  
67  
Infrared  
33  
81  
Keyboard  
22  
81  
Owner  
23  
worksheet, add, change, switch, remove, rename83  
Password  
24  
Remove Programs  
Sounds  
25, 138, 139  
20  
F
Volume  
20  
141  
Fax  
1, 102, 103, 104, 105, 106, 108, 109  
Fiscal ProTM  
application  
start  
Converting Excel files  
Converting Word files  
Currency  
141  
50  
100  
78, 88, 90, 91  
Folder  
96, 112, 120  
Format  
71, 72, 75, 77, 78, 79, 83  
D
Formatting a New PC Card  
Frequently Asked Questions  
30  
Data Backup  
Database Backup  
Desktop Computer  
34, 35, 37, 38  
36, 37, 38  
12, 137  
104, 105  
Dialing  
103, 104, 107, 108, 145, 146  
G
Dialing Location  
Dimming Control  
Display  
104, 107, 108, 145, 146  
Getting Help On-line  
Getting Started with Windows CE  
Getting Started/Palmtop PC  
16  
15  
17  
21  
8, 15  
Docking Cradle  
Docking Cradle Connector  
Double-tap, adjusting  
2, 4, 5, 17, 18  
4
22  
H
Hard Icon Panel  
Hard Reset  
3
E
27  
Electrostatic Discharge  
Excel  
153  
80  
Help  
10, 12, 16, 34, 42, 44, 79, 101, 140  
HP 620LX  
1, 27, 28, 29, 151, 153  
Arithmetic operators  
HP 660LX  
1
34, 35, 110  
2
automatically copy, enter data  
calculate averages, sums, maxi/min values  
cell naming guidelines  
76  
79  
82  
HP Data Backup  
HP PIM Data Files  
HP PIM Translation Utility 29, 41, 42, 44, 45, 47, 52  
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L
I
LED Multifunction Record Key  
Lithium-Ion Main Battery Pack  
3, 7  
4
Inbox  
connect  
113, 137  
117, 121  
120  
copy, move & retrieve messages  
delete messages  
M
disconnect from a service  
mail service connection  
114  
Mail  
111, 148  
17  
113  
Main Batteries  
Main Battery Compartment  
Managing Battery Power  
Mapping  
reading, replying and forwarding messages  
118  
4
refresh  
114, 119, 124  
17, 150  
send a new message  
set or change options  
viewing the message list  
working online  
119  
116  
115  
adding  
46  
changing  
46  
114  
deleting  
47  
Information Manager  
Infrared  
2, 14, 31, 49, 51, 52  
4, 27, 32, 33  
names  
45  
field names  
Messages  
44  
Internet Connection  
Internet Service Provider  
Internet Mail  
114, 117, 118, 120, 131  
3
50, 110, 129, 142  
Microphone  
148  
Microsoft Exchange update for Windows®95  
13  
manual dialing  
147  
148  
Microsoft Pocket Excel  
49, 66, 75  
www access  
(see Excel)  
connecting to an ISP  
Internet Explorer  
browse stored Web pages  
change security options  
change the cache size  
104, 110, 111, 122, 123  
Microsoft Pocket Internet Explorer  
(see Internet Explorer)  
50, 122  
49, 84  
126  
129  
126  
Microsoft Pocket PowerPoint  
(see PowerPoint)  
Microsoft Pocket Word  
(see Word)  
49, 66, 102, 106  
copy, save, edit Web information  
enable custom viewing  
go to an address  
125  
128  
Microsoft Schedule+ 7.0a  
Microsoft Voice Recorder  
(see Voice Recorder)  
Microsoft WindowsTM 95  
13, 41  
123  
50, 101  
open a page in another window  
search for an Internet site  
set a home or search page  
set up AutoDial  
124  
124  
1
127  
Mobile Devices 24-28, 31-35, 41, 51, 52, 71, 72, 84,  
86, 99, 100, 121, 122, 137-141, 150  
122  
specify a proxy server  
store Web pages  
129  
Modem  
1, 30, 103, 109  
126  
Web page viewing options  
125, 128  
N
Network Connection  
Number Lock Key  
32, 33  
3
K
Keyboard  
22  
Index  
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Quicken®ExpensAbleTM  
cash advance transactions  
company and user information  
customizing  
50  
92  
O
On/Off Switch  
Optional Components  
Outbox  
3
13, 32  
99  
105, 114, 115, 119  
87  
editing user information  
expense transactions  
expense type  
89  
89  
P
94  
Password  
24  
full or partial reimbursements  
guests data  
92  
PC Card  
91  
copying or moving files  
Eject Button  
modem  
29  
managing Envelopes, Folders and Files  
mileage expenses  
95  
4
91  
19, 30, 142, 143  
payment method  
95  
restoring data  
slot  
38  
splitting transactions  
status of an envelope  
summarizing expenses  
tracking expense reports  
transferring Data  
93  
4
98  
PC Memory Card  
Percentage  
Phone Book  
Port  
29, 36  
98  
78  
97  
2, 29, 41, 42, 43, 44, 45, 46  
86, 99  
91  
26, 32  
using foreign currency  
QuickSettings Application  
power cable  
Power Off  
14  
8
17, 18  
Power Off tab  
Power Properties  
Power Status Icons  
18  
16, 17, 18, 150  
18  
R
RAM  
1, 151  
Personal Identification Information  
PowerPoint  
12  
RAS server  
Record Key  
Reset Button  
32, 33  
3
4
copy presentations to your palmtop PC  
create slides & presentations  
open an existing PowerPoint presentation  
set a show  
84  
85  
84  
85  
85  
84  
85  
Refresh  
114, 119, 124  
56, 64  
Reminder  
Remove Programs  
Restore  
25, 139  
sort slides  
28, 35, 36, 38, 90, 153  
111, 144, 145  
start Pocket PowerPoint  
view notes  
Remote Networking Connection  
Printing  
25, 26, 58, 62, 65, 75  
Printing from the Desktop PC  
Printing from the HP Palmtop PC  
Printing Pocket Word Files  
Proxy server  
25  
26  
S
Screen  
85, 149  
34, 129  
27  
26  
Security  
129, 144  
Sending Files  
Serial Port  
3, 32, 33  
26  
Soft Reset  
Q
Software, adding & removing  
Sorting  
24  
Quick Application Launch Pad  
Quick Settings Hard Icon Panel  
3, 53, 59, 63, 100  
21  
64  
Sounds  
20  
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Volume  
adjusting  
control panel  
Start Button  
15  
20  
20  
Start Menu  
15  
3, 9, 22, 152  
3, 9  
Stylus  
Stylus Ejection Button  
Synchronize Now  
32  
W
Web  
29, 36, 109, 122- 129, 144, 151  
7, 9, 12  
Welcome Wizard  
T
Windows CE 1.0, Windows CE 2.0  
Windows Key  
28  
3
Time Zone  
10  
11  
Time and Date  
Tasks  
Windows NT 4.0  
1, 13, 15  
Word  
create, edit and sort tasks  
mark  
64  
65  
66  
65  
63  
63  
65  
68  
154  
27  
add, change font  
72  
69  
71  
67  
74  
74  
69  
70  
67  
75  
68  
71  
71  
73  
close a document  
print  
create a bulleted list  
remove  
create a new document  
display all headings and body text  
expand or collapse text  
finding and replacing text or data  
move or copy a selection  
open an existing document or workbook  
print a Pocket Word document  
save a document or worksheet  
set paragraph indentation  
setting tabs  
start  
view a category  
working with reminders  
Template  
Transactions  
Transferring Files  
Translation  
Appointment Data  
Phone Book Data  
reviewing Translation Status  
Troubleshooting  
42  
43  
47  
switch to Outline view  
138, 149  
World Clock  
10, 11, 28, 51, 133, 134, 150  
U
Undo  
70  
V
Viewing  
calendar  
53  
115  
85  
message list  
PowerPoint presentations  
saved Web pages  
task categories  
Voice Recorder  
sending notes  
start  
125  
63  
28  
101  
Index  
161  
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