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Palm Zire 71 Handbook

Palm Zire 71 Handbook

Palm zire 71: user guide
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Handbook for the
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Summary of Contents for Palm Zire 71

  • Page 1 Handbook for the Palm Zire ™ ™ Handheld...
  • Page 2 Palm, Inc. assumes no responsibility for any damage or loss resulting from the use of this handbook. Palm assumes no responsibility for any loss or claims by third parties which may arise through the use of this software. Palm, Inc. assumes no responsibility for any damage or loss caused by deletion of data as a result of malfunction, dead battery, or repairs.
  • Page 3: Table Of Contents

    About This Book ..........1 Chapter 1: Setting Up Your Palm™ Zire™ 71 Handheld ....3 System requirements .
  • Page 4 Contents Chapter 3: Entering Data on Your Handheld ......21 Using the onscreen keyboard ........21 Using Graffiti 2 writing to enter data .
  • Page 5 Removing applications ......... . . 72 Removing Palm Desktop software ....... . . 72 Chapter 5: Using Address Book .
  • Page 6 Contents Chapter 8: Using Date Book ........93 Scheduling an event .
  • Page 7 Options menus ..........126 Chapter 12: Using Palm™ Photos ....... . 127 Using the camera .
  • Page 8 Contents Changing To Do List item details ........150 Setting a due date .
  • Page 9 Chapter 16: Setting Preferences for Your Handheld ....189 Setting General Preferences ......... 190 Date &...
  • Page 10 Contents...
  • Page 11: About This Book

    Congratulations on your purchase of a Palm™ Zire™ 71 handheld. This handbook is designed to quickly familiarize you with your handheld. It describes all you need to know about how to use your handheld and the applications that come with it.
  • Page 12 About This Book...
  • Page 13: Chapter 1: Setting Up Your Palm™ Zire™ 71 Handheld

    Setting Up Your Palm Your new Palm™ Zire™ 71 handheld enables you to do the following: Access your data and view or look up information with one hand, using the 5-way navigator. Capture pictures while you’re on the go, with the built-in digital camera.
  • Page 14: System Requirements

    Chapter 1 Setting Up Your Palm™ Zire™ 71 Handheld System requirements To install and operate Palm™ Desktop software, your computer system must meet the requirements described in this section. Minimum requirements: Windows computers The minimum requirements for Windows computers are as follows: A Pentium-class PC running one of the following operating systems: –...
  • Page 15: Minimum Requirements: Mac Computers

    Mac computer or compatible with a PowerPC processor Mac OS 9.1 or later with 12MB available memory or Mac OS X, version 10.1.2 or later (Mac OS X requires administrator rights to install Palm Desktop software) 25MB available hard disk space...
  • Page 16: Upgrade Information

    Chapter 1 Setting Up Your Palm™ Zire™ 71 Handheld Upgrade information If you already own a Palm OS www.palm.com/support/zire71 Step 1: Connect the HotSync Locate the USB icon and ports on your computer. Plug the USB connector into a USB port on your computer.
  • Page 17: Step 3: Set Up Your Handheld

    Follow the onscreen instructions, which guide you through installing b. Windows: Palm Desktop software and entering your handheld business card information. Double-click the Palm Desktop CD icon that appears on the desktop, and Mac: then double-click the Palm Desktop Installer icon.
  • Page 18: Step 5: Perform A Hotsync Operation

    For more information about using Palm Desktop software, see the following: The online Help for Palm Desktop software. To access the online Help, go to the Help menu in Palm Desktop software. The electronic Palm Desktop Software for the Macintosh User’s Guide. To...
  • Page 19: Chapter 2: Exploring Your Handheld

    Your Palm™ Zire™ 71 handheld can help you stay organized, on time, and up-to-date with daily tasks while you are away from your desk. Use your new handheld to do the following: Enter your schedule in Date Book. Keep all your contact names, addresses, and phone numbers in Address Book.
  • Page 20: Locating Handheld Components

    Chapter 2 Exploring Your Handheld Locating handheld components Take a few moments to learn how to access and locate the components of your handheld. Opening the camera When the camera is open, you can access additional controls on the front and back panels.
  • Page 21: Locating Front Panel Controls

    Activates the individual handheld applications that correspond to the icons on the buttons: Date Book, Address Book, Palm Photos, and Note Pad. See applications” Chapter 4 for information on the default application associated with each button, and see Preferences”...
  • Page 22: Locating Top Panel Components

    Chapter 2 Exploring Your Handheld Locating top panel components Expansion card slot IR port Headphone jack IR port Expansion card slot Accepts SD, SDIO, or MultiMediaCard expansion cards. Expansion cards enable you to back up data, add more memory, add wireless communication features, or use additional applications.
  • Page 23: Using The Backlight

    Stylus Power button/ brightness control Using the backlight If lighting conditions make it difficult for you to see the information on your handheld, you can adjust the brightness of the screen backlight. To adjust the brightness of the backlight: Tap the Brightness icon You can also press and hold the power button for about two seconds to access brightness control.
  • Page 24: Locating Back Panel Components

    Chapter 2 Exploring Your Handheld Locating back panel components Universal connector Attach points Reset button Camera lens Speaker Universal connector Attach Reset points button Enable you to connect optional accessories to the universal connector on your handheld, such as a modem or sled. These accessories are sold separately and are typically available from third-party developers.
  • Page 25: Adding An Expansion Card

    Adding an expansion card An expansion card (sold separately) increases the variety of tasks you can do and the amount of space you have for storing software and data on your handheld. Your handheld is compatible with SD, SDIO, or MultiMediaCard expansion cards. To insert a card: Insert the card into the expansion slot with the label side facing the display.
  • Page 26: Tapping And Typing

    Chapter 2 Exploring Your Handheld Tapping and typing Like using a mouse to click elements on a computer screen, using the stylus to tap elements on your handheld screen is the basic action you use to get things done on your handheld.
  • Page 27: Elements Of The Handheld Interface

    Elements of the handheld interface There are many common elements in the handheld interface. These elements are described in this section. Icons Menu bar Icons Brightness control Clock Menu Use the menu bar to access a set of application-specific commands. Not all applications have a menu bar. Tap the icons to open applications favorite application , and to find text anywhere in your...
  • Page 28 Chapter 2 Exploring Your Handheld Check Command button Check box Command buttons Previous/next arrows Pick list Scroll bar Displaying online tips Many of the dialog boxes that appear on your handheld contain an online Tips icon in the upper-right corner. Online tips anticipate questions you might have in a dialog box, provide shortcuts for using the dialog box, or give you other useful information.
  • Page 29: Using The Navigator

    To display an online tip: Tap the Tips icon After you review the tip, tap Done. Using the navigator When you work with most applications, the navigator on the front panel of your handheld makes it easy for you to navigate among and select your entries. You can use the navigator to perform tasks without the stylus, using one hand.
  • Page 30 Chapter 2 Exploring Your Handheld To navigate in record screens: Press Up or Down on the navigator to scroll within the current record. Press Right or Left on the navigator to scroll to the previous or next record. (This feature is not available in Address Book.) Press Select on the navigator to return to the list screen.
  • Page 31: Chapter 3: Entering Data On Your Handheld

    Sending data between devices enabled with e-mail or SMS communication (Applications from Software Essentials CD-ROM and additional hardware required, see Entering or importing data in Palm™ Desktop software and then synchronizing with your handheld Using Note Pad Using a portable keyboard accessory, sold separately and attached to the...
  • Page 32: Using Graffiti 2 Writing To Enter Data

    Graffiti 2 writing easy to learn. Graffiti 2 writing is different from the writing software found on earlier Palm handhelds. For example, some characters are formed using a single stroke while others are formed with more than one stroke.
  • Page 33 Using Graffiti 2 writing to enter data There are four basic concepts for success with Graffiti 2 writing: If you draw the character shape exactly as shown in the tables later in this chapter (like the shapes shown in the following diagram), you can achieve close to 100 percent accuracy.
  • Page 34: Graffiti 2 Tips

    Chapter 3 Entering Data on Your Handheld To write Graffiti 2 characters: Tap the screen where you want your text to appear. You need to tap above the Graffiti 2 writing area, and you must see a blinking cursor before you write the text. Use the tables on the following pages to find the stroke shape for the letter you want to create.
  • Page 35: Graffiti 2 Alphabet

    Graffiti 2 alphabet The Graffiti 2 alphabet consists of the following letters: Draw letters on LEFT side of Graffiti 2 writing area Letter A full-screen pen stroke brings up Graffiti 2 Help on your handheld. See Preferences” Strokes Letter Strokes Chapter 16 for details.
  • Page 36: Capital Letters

    Chapter 3 Entering Data on Your Handheld Capital letters Graffiti 2 writing automatically capitalizes the first letter of a new record or sentence but you can also write additional capital letters. To write additional capital letters: Draw the same stroke shapes used for a lowercase letter, but write across the division line in the middle of the Graffiti 2 writing area.
  • Page 37 Draw these marks on LEFT side of Graffiti 2 writing area Mark Stroke Period Comma Apostrophe Space Question Exclamation Punctuation marks that appear in the following table must be written on the right (number) side of the Graffiti 2 writing area. Draw these marks on RIGHT side of Graffiti 2 writing area Mark Stroke...
  • Page 38: Accented Characters

    Chapter 3 Entering Data on Your Handheld Accented characters When writing letters with accent marks, first write the letter stroke on the left side (or in the center for uppercase letters) of the Graffiti 2 writing area. Then quickly write the accent stroke on the right side of the Graffiti 2 writing area. For example, the following diagram shows the strokes required to draw an accented é.
  • Page 39: Symbols And Other Special Characters

    Symbols and other special characters You can write symbols and other special characters using the Shift stroke. You can also use the Shift stroke to write punctuation marks. NOTE To write symbols and special characters: Enter the Shift stroke: Shift When Shift is active, an up arrow symbol appears in the lower-right corner of the handheld screen.
  • Page 40: Graffiti 2 Gestures

    Chapter 3 Entering Data on Your Handheld Graffiti 2 Gestures Gestures enable you to use editing commands. To use gestures, draw the following strokes on the left (letter) side of the Graffiti 2 writing area: Draw gestures on LEFT side of Graffiti 2 writing area Gesture Copy Graffiti 2 ShortCuts...
  • Page 41: Full-Screen Writing Area

    IrCOMM implementation of the IrDA standards and that can read the type of data you’re beaming. For example, you can beam an Address Book entry to a Palm OS equipped with an IR port and that can read vCard data.
  • Page 42 Note Pad, To Do List, or Memo Pad All records of the category currently displayed in Address Book, To Do List, Note Pad, or Memo Pad, or all photos in the currently displayed album in Palm Photos A special Address Book record that you designate as your business card,...
  • Page 43 When the Beam Status dialog box appears, point the IR port directly at the IR port of the receiving device. For best results, Palm™ handhelds should be between 10 centimeters (approximately 4 inches) and 1 meter (approximately 39 inches) apart, and the path between the two handhelds must be clear of obstacles.
  • Page 44: Beaming Tips

    You can draw the Graffiti 2 Command stroke to activate the Command toolbar, and then tap the beam icon. You can use the Graffiti 2 Command stroke “/ B” to beam the current entry. In Palm Photos you can select and beam multiple photos at the same time. “Beaming photos” Sending data In addition to beaming data, you can also use e-mail or SMS communication to send information to and receive information from other devices.
  • Page 45: Using Your Computer Keyboard

    Memo Pad archive (.mpa) Archive formats can be used only with Palm Desktop software. Use the archive file formats to share information with other people who use a Palm OS handheld or to create a copy of your important Palm Desktop information.
  • Page 46 With File Link, you can import data stored in any of the following formats: Comma-separated (*.csv) Memo Pad archive (*.mpa) Address Book archive (*.aba) Text (*.txt) For information on how to set up a file link, see the Palm Desktop online Help.
  • Page 47: Importing Data From A Mac Computer

    Importing data from a Mac computer Palm Desktop software can import data from any applications that can export the data in any of the following file formats: Tab-delimited file Text Palm Desktop software for Mac vCal (.vcs) vCard (.vcf) For example, you can export tab-delimited files from applications such as: FileMaker Pro, Meeting Maker, Now Contact, and Now Up-to-Date.
  • Page 48: Using A Portable Keyboard

    Portable keyboards are very helpful when you need to enter large amounts of data quickly and accurately while you are away from your computer. For additional information about this optional accessory, go to the web site www.palm.com...
  • Page 49: Chapter 4: Working With Applications

    You can use the Applications Launcher to open any application installed on your handheld or an expansion card. You can also open Date Book, Address Book, Palm™ Photos, and Note Pad with the application buttons on your handheld. Applications Launcher...
  • Page 50: Other Ways To Open Applications

    Chapter 4 Working with Applications To open an application on your handheld: Tap the Home icon Tap the icon of the application that you want to open. If you have many applications installed on your handheld, tap the scroll bar to see all your applications.
  • Page 51: Switching Between Applications

    To open an application on an expansion card: Select the icon of the application that you want to open. Switching between applications When working with any application, select the Home icon application button on your handheld to switch to another application. Your handheld automatically saves your work in the current application and displays it when you return to that application.
  • Page 52: Categorizing Applications

    Chapter 4 Working with Applications Categorizing applications The category feature enables you to manage the number of application icons that appear onscreen in the Applications Launcher. You can assign an application to a category and then display a single category or all your applications. By default, your handheld includes system-defined categories, such as All and Unfiled, and user-defined categories, such as Games, Main, and System.
  • Page 53: Changing The Applications Launcher Display

    To display applications by category: Tap the Home icon Do one of the following: – Tap the Home icon – Tap the pick list in the upper-right corner of the screen, and select the category you want to display. – When the highlight in the Applications Launcher is not active, press and hold Select on the navigator to open the category list, press Up or Down on the navigator to highlight a category, and then press Select on the navigator to view that category.
  • Page 54: Copying Applications To Or From An Expansion Card

    Chapter 4 Working with Applications Copying applications to or from an expansion card You can copy applications from your handheld to an expansion card, or from an expansion card to your handheld. To copy an application to an expansion card: Tap the Home icon Tap the Menu icon Select Copy on the App menu.
  • Page 55: Selecting Copy Settings

    To copy an application from an expansion card: Tap the Home icon Tap the Menu icon Select Copy on the App menu. Tap the Copy From pick list and select the card name. Tap the Copy To pick list and select Handheld. Tap the application you want to copy.
  • Page 56: Using Menus

    Chapter 4 Working with Applications Tap the Sort By pick list and select Name or Size. Tap the Copy Application Only check box to select it if you want to copy only the application files. Leave it deselected if you want to copy both the application file and its associated data file(s).
  • Page 57: Choosing A Menu

    Choosing a menu The menus and menu commands that are available depend on the application that is currently open. Also, the menus and menu commands vary depending on which part of the application you’re currently using. For example, in Memo Pad, the menus are different for the Memo list screen and the Memo record screen.
  • Page 58: Choosing Application Preferences

    The tasks described in this section use the term records to refer to an individual item in any of the applications: a single Date Book event, Address Book entry, Palm Photos photo, Note Pad note, To Do List item, Memo Pad memo, or Expense item.
  • Page 59: Editing Records

    (Optional) Tap Details to select attributes for the record. (In Note Pad the Details command is located on the Options menu.) In Address Book, Note Pad, and Memo Pad only: Tap Done. There’s no need to save the record because your handheld saves it automatically. Editing records After you create a record, you can change, delete, or enter new text at any time.
  • Page 60: Deleting Records

    Deleting records To delete a record: Select the record you want to delete. Tap the Menu icon Select the Delete command on the Record menu. In Palm Photos, the delete command is on the Photo menu: Date Book: Address Book:...
  • Page 61: Purging Records

    A confirmation dialog box appears. If you want to save a copy of the deleted item to an archive file in Palm™ Desktop software, be sure that the check box is selected. If you don’t want to save a copy, tap the check box to deselect it. (The archive option is not available in Palm Photos and Note Pad.)
  • Page 62: Categorizing Records

    Categorizing records You can organize records in the Address Book, Palm Photos, Note Pad, To Do List, Memo Pad, and Expense applications so that they are grouped logically into categories and are easy to review. In Palm Photos, categories are called albums. As we refer to categories throughout this section, we are also referring to albums unless otherwise noted.
  • Page 63 The illustrations in this section come from Address Book, but you can use these procedures in all the applications in which categories are available. The only exception is that the steps for moving photos into albums is slightly different. “Filing photos in albums” To move a record into a category: Select the record you want to categorize.
  • Page 64 Chapter 4 Working with Applications Select the category you want to view. The list screen now displays only the records assigned to that category. Pressing an application button on your handheld scrolls through all the categories of that application except for Unfiled. This feature is not available in Date Book.
  • Page 65: Finding Information

    To rename a category: Tap the category pick list in the upper-right corner of the screen or list. Select Edit Categories. Select the category that you want to rename, and then tap Rename. Enter the new name for the category, and then tap OK. Tap OK.
  • Page 66 Chapter 4 Working with Applications Looking up Address Book records In Address Book you can use the Look Up line with the stylus or navigator to look up and quickly scroll to any of your Address Book entries. To look up an Address Book record with the stylus: From the Address list screen, enter the first letter of the name you want to find.
  • Page 67 The Quick Look Up line displays only letters that are a possible match for that position. For example, in the screen shown here, if you enter c in the first box, only the letters a, h, and o appear in the second box. If there is only one possible match for a particular position, the highlight jumps to the next position.
  • Page 68 Chapter 4 Working with Applications Tap OK. Find searches for the text in all records and all notes. As your handheld searches for the text, you can tap Stop at any time. You may want to do this if the entry you want appears before your handheld finishes the search.
  • Page 69 The name you selected, along with the information associated with it, is pasted into the record you selected in step 1. Using Graffiti 2 commands with Phone Lookup Write the Graffiti 2 Command stroke “/L” to activate the Phone Lookup feature. You can also activate it in the following circumstances: For example, to insert the full name and phone number for While entering text:...
  • Page 70: Sorting Lists Of Records

    You can sort lists of records in various ways, depending on the application. Sorting is available in applications that have list screens: Address Book, Note Pad, To Do List, Memo Pad, and Expense. You can also sort photos in Palm Photos. “Sorting photos in List view”...
  • Page 71: Attaching Notes

    To sort the Note Pad or Memo list manually, tap and drag a note or memo to a new location in the list. To make the list appear in Palm Desktop software as you manually sorted it on your handheld, open the application in Palm Desktop software and click Sort by.
  • Page 72 Chapter 4 Working with Applications To attach a note to a record: Display the entry to which you want to add a note. To display an entry, tap it or press Up or Down on the navigator to highlight it, and then press Select on the navigator.
  • Page 73: Choosing Fonts

    Choosing fonts In many applications, you can change the font style to make text easier to read. You can choose small, small bold, large, or large bold fonts in each application that enables you to change the font style. Small font Small bold font To change the font style:...
  • Page 74: Receiving Alerts

    Chapter 4 Working with Applications Receiving alerts You can receive alerts on your handheld and in Palm Desktop software. Receiving alerts on your handheld When you use certain application settings, your handheld can alert you to any of the following:...
  • Page 75: Hiding Or Masking Private Records

    Receiving alerts from Palm Desktop software You can also set an option to receive Date Book event alerts from Palm Desktop software. The feature is disabled by default, so you must enable it within Palm Desktop software. To enable an event alert from Palm Desktop software: Double-click the Palm Desktop icon.
  • Page 76: Installing Applications And Files On A Windows Computer

    Copy or download the application(s) or file(s) you want to install onto your computer. From My Computer or Windows Explorer, select the file(s) or folder that you want to install. Drag and drop the file(s) or folder onto the Palm Quick Install icon on the Windows desktop. www.palm.com...
  • Page 77 HotSync operation. If the files still remain in the list, they are not associated with an application on your handheld and cannot be installed. Expansion cards may also hold files that are not Palm application files.
  • Page 78 HotSync operation. If the files still remain in the list, they are not associated with an application on your handheld and cannot be installed. Expansion cards may also hold files that are not Palm application files.
  • Page 79: Palm Quick Install Tips

    When you drag and drop a folder, Palm Quick Install looks at files in the first level of subfolders only; it does not look at folders nested inside the subfolders.
  • Page 80: Installing Applications And Files On A Mac Computer

    Chapter 4 Working with Applications To install files in a different location, start Palm Quick Install and drag the files to a different file list. You can also access the Palm Quick Install window by clicking Quick Install on the Palm Desktop Launch bar.
  • Page 81 This can happen if the file type was not recognized during the HotSync operation. Expansion cards may hold applications that use files other than the Palm application files. For your handheld to recognize such a file, you must first launch the associated application at least once.
  • Page 82: Removing Applications

    Tap Yes. Tap Done. Removing Palm Desktop software If you no longer want to use Palm Desktop software, you can remove it from your computer. This process removes only the application files. The data in your Users folder remains untouched.
  • Page 83 If you want to synchronize data with another personal information manager (PIM), you need to install HotSync Manager from the Desktop Software CD- ROM after you remove Palm Desktop software. During the installation select the Custom option and then choose to install only HotSync Manager.
  • Page 84 Chapter 4 Working with Applications...
  • Page 85: Chapter 5: Using Address Book

    Address Book enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. Use Address Book to do the following: Quickly look up or enter names, addresses, phone numbers, and other information. See “Finding information” Enter up to five phone numbers (home, work, mobile, fax, and so on) or e-mail addresses for each name.
  • Page 86: Creating An Address Book Entry

    A record in Address Book is called an entry. You can create entries on your handheld, or you can use Palm™ Desktop software to create entries on your computer and then transfer the entries to your handheld with your next HotSync operation.
  • Page 87: Selecting Types Of Phone Numbers

    After you finish entering information, tap Done. Tap Done To create an entry that always appears at the top of the Address list, begin the Last name or Company field with a symbol, as in *If Found Call*. This entry can contain contact information in case you lose your handheld.
  • Page 88: Changing Address Entry Details

    Chapter 5 Using Address Book Changing Address Entry details The Address Entry Details dialog box provides a variety of options that you can associate with an entry. To open the Address Entry Details dialog box: Tap the entry whose details you want to change. You can also use the 5-way navigator to open an Address entry.
  • Page 89 Quick Connect If you have a compatible GSM mobile phone (sold separately) and you install the Telephony/SMS applications from the Software Essentials CD-ROM, you can use Quick Connect to select an entry and initiate a related task with one hand, using the navigator.
  • Page 90 Chapter 5 Using Address Book To configure Quick Connect settings: From the Quick Connect dialog box, tap Settings. (Optional) Tap the Number Prefix check box and enter a prefix. For example, to dial 1 before all phone numbers, select this check box and enter a “1”...
  • Page 91: Using Address Book Menus

    To make a connection with Tap-to-Connect: Open the Address entry to which you want to connect. Tap an item. For example, to dial a phone number, tap the number you want to dial. To address an e-mail message, tap an e-mail address. (Optional) Tap the number to edit it.
  • Page 92 Chapter 5 Using Address Book Record menus Address list Duplicate Address Connect Send Category Send Address Address view Makes a copy of the current record and displays the copy in Address Edit so you can make changes to the copied record. The copy has the same category and attached notes as the original record.
  • Page 93 Options menus Address list Opens a dialog box where you can choose Address Book Preferences display options. Remember last category. appears when you return to it from another application. If you select this check box, Address Book shows the last category you selected.
  • Page 94 Chapter 5 Using Address Book...
  • Page 95: Chapter 6: Using Calculator

    Calculator enables you to perform basic calculations. Use Calculator to do the following: Perform addition, subtraction, multiplication, division, and square root operations. Store and retrieve values. Display the last series of calculations, which is useful for confirming a series of “chain”...
  • Page 96: Performing Calculations

    Chapter 6 Using Calculator Performing calculations The Calculator includes several buttons to help you perform calculations. Clears the entire calculation so that you can begin a fresh calculation. Clears the last number you entered. If you make a mistake while entering a number in the middle of a calculation, you can use this button to reenter the number without starting the calculation over.
  • Page 97: Viewing Recent Calculations

    Viewing Recent Calculations The Recent Calculations command enables you to review the last series of calculations and is particularly useful for confirming a series of “chain” calculations. To display recent calculations: Tap the Menu icon Select Options, and then select Recent Calculations. After you finish reviewing the calculations, tap OK.
  • Page 98 Chapter 6 Using Calculator...
  • Page 99: Chapter 7: Using Card Info

    Card Info enables you to review general information about an expansion card. Use Card Info to do the following: Review card contents. Rename a card. Format a card. Reviewing Card Information You can view the card name, type, available storage space, and a summary of its contents.
  • Page 100: Renaming A Card

    Chapter 7 Using Card Info Renaming a card The expansion card name appears in the Category pick list and in other lists that enable you to choose where to store information on your handheld. You can assign a name to each expansion card that indicates its contents. To rename a card: Tap the Home icon Tap the Card Info icon...
  • Page 101: Managing Expansion Cards

    Managing expansion cards When writing data to an expansion card, wait for your handheld to complete the operation before removing the card from the slot. This prevents data corruption or accidental damage to the expansion card. You can install applications to an expansion card after performing an initial HotSync ®...
  • Page 102 Chapter 7 Using Card Info...
  • Page 103: Chapter 8: Using Date Book

    Date Book enables you to quickly and easily schedule appointments or any kind of activity associated with a time and date. Use Date Book to do the following: Enter a description of your appointment, and assign it to a specific time and date.
  • Page 104: Scheduling An Event

    Chapter 8 Using Date Book Scheduling an event A record in Date Book is called an event. An event can be any kind of activity that you associate with a day. You can enter a new event on any of the available time lines.
  • Page 105 If the event is one hour long, skip to step 5. If the event is longer or shorter than an hour, tap the time of the event to open the Set Time dialog box. Tap the time of an event You can also use the Graffiti box.
  • Page 106 Chapter 8 Using Date Book To schedule an event for another day: Select the date you want for the event by doing one of the following: – Tap the day of the week that you want in the date bar at the top of the screen. If necessary, tap the Previous week or Next week scroll arrows to move to another week.
  • Page 107: Selecting An Event

    Tap No Time, so that no start or end times are defined for the new event. You can also create a new untimed event by making sure no event is selected and then writing letters in the Graffiti 2 writing area. Enter a description of the event.
  • Page 108: Rescheduling An Event

    Chapter 8 Using Date Book Rescheduling an event You can easily make changes to your schedule with your handheld. To reschedule an event: Select the event you want to reschedule. Tap Details. To change the time, tap the Time box and tap a new time. To change the date, tap the Date box and tap a new date.
  • Page 109: Scheduling Repeating Or Continuous Events

    When the reminder message appears onscreen, do one of the following: – Tap OK to permanently dismiss the reminder and return to the current screen. – Tap Snooze to dismiss the reminder and return to the current screen. An attention indicator blinks in the upper-left corner of the screen to remind you of the pending alarm, and the reminder message appears again five minutes later.
  • Page 110 Chapter 8 Using Date Book Tap the Repeat box to open the Change Repeat dialog box. Tap Day, Week, Month, or Year to set how often the event repeats. For a continuous event, tap Day. On the Every line, enter a number that corresponds to how often you want the event to repeat.
  • Page 111: Changing The Date Book View

    Do one of the following: – Tap Current to delete only the current event item. – Tap Future to delete the current and all future event items and reset the end date of the repeating event to the last shown date. –...
  • Page 112: Working In Week View

    Chapter 8 Using Date Book Working in Week View Week View shows the calendar of your events for an entire week. You can use this view to quickly review your appointments and available time slots. In addition, the graphical display helps you spot overlaps and conflicts in your schedule. To display the Week View: Tap the Week View icon.
  • Page 113: Working In Month View

    Keep the following points in mind: To reschedule an event, tap and drag the event to a different time or day. Tap a blank time on any day to move to that day and select that time for a new event.
  • Page 114: Working In Agenda View

    Chapter 8 Using Date Book Working in Agenda View The Agenda View shows you your untimed events, appointments, and To Do items on one screen. When you tap an untimed event or appointment in the Agenda View, the Day View appears so that you can see more detailed information about the event.
  • Page 115: Spotting Event Conflicts

    Spotting event conflicts With the ability to define specific start and end times for any event, it’s possible to schedule events that overlap (an event that starts before a previous event finishes). An event conflict (time overlap) appears in the Week View as overlapping bars. The first event created appears as a gray bar, and any subsequent conflicting events appear as a single red bar.
  • Page 116: Using Date Book Menus

    Chapter 8 Using Date Book Using Date Book menus Date Book menus are shown here for your reference, and Date Book features that are not explained elsewhere in this book are described here. “Using menus” Record menu Send Event Options menu Chapter 4 for information about choosing menu commands.
  • Page 117 Display Options Opens the Display Options dialog box, where you can change the appearance of Date Book’s Day View and control which type of events appear in Month View. Activates the time bars that appear in the Day View. The Show Time Bars time bars show the duration of an event and illustrate event conflicts.
  • Page 118 Chapter 8 Using Date Book Preferences Opens the Preferences dialog box, where you can customize Date Book’s default time display and alarm settings. Start/End Time Alarm Preset Alarm Sound Remind Me Play Every About Date Book Shows version information for Date Book. Defines the start and end times for Date Book screens.
  • Page 119: Chapter 9: Using Expense

    Log miles traveled for a particular date or expense category. Sort your expenses by date or expense type. Send or export your expense information to popular computer applications, such as Microsoft Excel or Microsoft Word, using Palm™ Desktop software and HotSync ®...
  • Page 120: Adding Expense Items

    Chapter 9 Using Expense Adding expense items A record in Expense is called an item. You can sort your Expense items into categories or add other information that you want to associate with the item. To add an expense item: Tap New.
  • Page 121: Changing The Date Of An Expense Item

    Changing the date of an Expense item Initially, Expense items appear with the date on which you enter them. You can change the date associated with any Expense item. To change the date of an Expense item: Tap the Expense item you want to change. Tap the date of the selected item.
  • Page 122: Customizing The Currency Pick List

    Chapter 9 Using Expense Select any of the following options: Category Type Payment Currency Vendor and City Attendees Tap OK. Customizing the Currency pick list You can select the currencies and symbols that appear in the Currency pick list. To customize the Currency pick list: Tap the Currency pick list in the Receipt Details dialog box, and then select Edit currencies.
  • Page 123: Changing The Default Currency

    Changing the default currency You can select which currency appears by default when you’re entering Expense items. You can override this setting when entering individual expense items. To change your default currency: Open Expense. Tap the Menu icon Select Options, and then select Preferences. Tap the Default Currency pick list.
  • Page 124: Setting Show Options

    Chapter 9 Using Expense Enter the name of the country and the symbol that you want to appear in Expense. Tap OK to close the Currency Properties dialog box. Tap OK. If you want to use your custom currency symbol as the default for all Expense NOTE items, select the symbol in the Preferences dialog box.
  • Page 125: Working With Expense Data On Your Computer

    Working with Expense data on your computer After you enter your expenses into the Expense application on your handheld and perform a HotSync operation, Palm Desktop software enables you to do any of the following on your Windows computer. See the Palm Desktop software online Help for details.
  • Page 126: Using Expense Menus

    Chapter 9 Using Expense Using Expense menus Expense menus are shown here for your reference, and Expense features that are not explained elsewhere in this book are described here. “Using menus” Record menu Options menu Preferences About Expense Chapter 4 for information about selecting menu commands.
  • Page 127: Chapter 10: Using Memo Pad

    2 characters to store memos, lists, or any other text message on your handheld. Send memos to popular computer applications like Microsoft Word when you synchronize using Palm™ Desktop software and HotSync Assign memos to categories so that you can organize and view them in logical groups.
  • Page 128: Creating Memos

    Chapter 10 Using Memo Pad Creating memos A record in Memo Pad is called a memo. You can assign memos to categories and mark them private, as described in memo. To create a new memo: Open Memo Pad. Tap New. In the Memo list screen, you can also begin writing in the Graffiti 2 writing area to create a new memo.
  • Page 129: Reviewing Memos

    Reviewing memos The first line of a memo appears in the Memo list. This makes it easy to locate and review your memos. To review a memo: From the Memo list, select the text of the memo. You can also select, review, and move between memos with the 5-way navigator.
  • Page 130: Record Menus

    Chapter 10 Using Memo Pad Record menus Memo list Send Category Send Memo Options menus Memo list Preferences About Memo Pad Memo screen Opens a dialog box where you can choose how you want to send all records in the selected category to another device. This command appears only after you install the e-mail or SMS application from the Software Essentials CD-ROM, and the options available depend on the software installed on your...
  • Page 131: Chapter 11: Using Note Pad

    Exchange notes with other devices that have Note Pad 2.x installed and that use infrared communication. Use Palm™ Desktop software and HotSync notes into popular computer applications like Microsoft Word, or to send notes as e-mail attachments. To open Note Pad: Press the Note Pad application button on the front panel of your handheld.
  • Page 132: Creating A Note

    Chapter 11 Using Note Pad Creating a note A record in Note Pad is called a note. You can assign notes to categories and mark them private, as described in To create a new note: Tap New. Write the information directly on the handheld screen. Tap the pen selector to select a different pen width, or select the eraser to remove unwanted strokes.
  • Page 133: Reviewing Notes

    Reviewing notes The note title and the date you created the note appear in the Note Pad list. If you did not assign a title to your note, the time you created the note appears as the note title. This makes it easy to locate and review your notes. To review a note: In the Note Pad list, select the note title.
  • Page 134: Setting An Alarm For A Note

    Chapter 11 Using Note Pad Tap Color. Tap Pen, and then tap the color of ink you want to use. Tap Paper, and then tap the color of paper you want to use. Tap OK. Setting an alarm for a note You can set an alarm for a specific time and date to remind you to follow up on a note.
  • Page 135: Using Note Pad Menus

    Tap the hour and minute columns to select the time you want the alarm to occur. Tap OK. When the alarm goes off and the reminder message appears onscreen, do one of the following: – Tap OK to permanently dismiss the reminder and return to the current screen.
  • Page 136: Record Menu

    Chapter 11 Using Note Pad Record menu Note Pad list Send Category Send Note Compatibility Options menus Note Pad list Preferences Details About Note Pad Note screen Opens a dialog box where you can choose how you want to send all records in the selected category to another device. This command appears only after you install the e-mail or SMS application from the Software Essentials CD-ROM, and the options available depend on the software installed on your...
  • Page 137: Chapter 12: Using Palm™ Photos

    Palm™ Photos enables you to capture, view, and manage photos on your handheld or on an expansion card. Use Palm Photos to do the following: Take photos directly on your handheld. Locate photos quickly with the Thumbnail and List views.
  • Page 138: Using The Camera

    All other applications on your handheld, alert messages, and Palm Photos features are temporarily disabled until you close the camera. To open the camera: Slide the bottom portion of your handheld upward to reveal the shutter button and camera lens.
  • Page 139: Setting Camera Options

    To close the camera: Slide the top portion of the camera downward until it is flush with the top of your handheld. Setting camera options The Options dialog box enables you to customize the camera settings. You can change the camera options at any time, but the new settings apply only to photos you take after changing the settings.
  • Page 140 Chapter 12 Using Palm™ Photos Adjust any of the following settings: Resolution Review Photo Before Saving Save To Date Stamp Auto Name Format Shutter Sound Specifies the quality of the photos you take. The higher the resolution, the higher the quality, and the more memory each photo will require.
  • Page 141 Opens the Advanced Controls dialog box where you can Advanced preview and select the following settings: White balance. lighting conditions. You can select from the following options: Automatic, Fluorescent, Indoors, and Sunlight. The default setting is Automatic. Contrast. Auto brightness. on and off.
  • Page 142: Taking Photos

    Chapter 12 Using Palm™ Photos Taking photos Each time you open the camera and take photos, you initiate a new photo session. When you close the camera, you end the current photo session. To take photos: Open the camera. Position your handheld so that the photo you want to photograph appears in the viewfinder on the handheld screen.
  • Page 143: Managing Memory Space For Photos

    automatically saved in JPEG format in the designated location (your handheld or an expansion card) and the viewfinder reappears. Repeat steps 1 through 4 to take more photos. Managing memory space for photos The viewfinder displays the number of photos you have room to store in the selected location.
  • Page 144: Approving Photos

    Viewing photos A record in Palm Photos is called a photo. Photos can be captured directly on your handheld with the built-in camera, or a file that you transfer from your computer, store on an expansion card, or receive from another device.
  • Page 145: Viewing Photos In Thumbnail View

    You can use Palm Photos to view the following types of photos: Photos that you capture directly on your handheld with the built-in camera JPG files BMP files Viewing photos in Thumbnail view Thumbnail view displays miniature versions of your photos so that you can see several photos on the screen at the same time.
  • Page 146: Viewing Photos In List View

    Chapter 12 Using Palm™ Photos Viewing photos in List view List view displays a list of your photos so that you can see the names and dates associated with your photos. Use this view to locate a photo when you know the name or the date the photo was created.
  • Page 147: Viewing A Slide Show

    Viewing a slide show A slide show is a sequential presentation of each of the photos in the current album. You can set the length of time each photo remains on the screen in the Preferences dialog box. To view a slide show: Tap the Album pick list in the upper-right corner and select the album you want to view.
  • Page 148: Rotating Photos

    Chapter 12 Using Palm™ Photos Rotating photos If a photo appears in the wrong orientation, you can rotate the photo. To rotate and photo: Tap the Menu icon Select Photo, and then select Rotate. Tap the photo you want to rotate.
  • Page 149: Organizing Photos

    Tap the photo for which you want to view information. You can also select a photo with the navigator. Press Select on the navigator to insert the highlight, press Up, Down, Right, or Left to highlight a specific photo, and then press Select to view the photo. Review or edit the information.
  • Page 150: Creating An Album

    Chapter 12 Using Palm™ Photos Creating an album The process for creating a new photo album is identical to creating a new category in your other handheld applications. To create an album: Tap the Album pick list in the upper-right corner.
  • Page 151: Filing Photos In Albums

    Filing photos in albums You can organize the photos on your handheld by filing them into different albums. Since each expansion card is viewed as its own album, you cannot file photos stored on an expansion card in albums. To file photos in albums: Tap the Album pick list in the upper-right corner and select the album to which you want to add photos.
  • Page 152: Renaming Or Deleting An Album

    Chapter 12 Using Palm™ Photos Tap the photo(s) you want to copy. A plus sign appears next to the photo(s) you select. You can also select a photo with the navigator. Press Select on the navigator to insert the highlight, press Up, Down, Right, or Left to highlight a specific photo, and then press Select to view the photo.
  • Page 153: Beaming Photos

    Tap Rename. Enter the new name. Tap OK. Tap Done. To delete an album: Tap the Album pick list in the upper-right corner. Select Edit Albums. Select the album you want to delete. When the confirmation dialog box appears, tap Delete. Tap Done.
  • Page 154: Deleting Photos

    If you no longer want a photo on your handheld or expansion card, you can delete the photo. Photos that were stored on your handheld and were synchronized with the Desktop software will be removed from Palm Photos on your computer the next time you perform a HotSync operation.
  • Page 155 HotSync operation with a Windows computer, the photos are copied to the Mydocuments\My pictures\Palm Photos\Username\Expansion Card folder on your computer. If you later delete these photos from the expansion card, they remain on your computer unless you manually delete them.
  • Page 156: Working With Photos On Your Computer

    Working with photos on your computer After you take and manage photos on your handheld and perform a HotSync operation, Palm Desktop software enables you to do any of the following on your Windows computer. See the Palm Desktop software online Help for details.
  • Page 157: Chapter 13: Using To Do List

    To Do List is a convenient place to create reminders and prioritize the things you need to do. Use To Do List for the following: Make a quick and convenient list of things to do. Assign a priority level to each task. Assign a due date for any or all of your To Do List items.
  • Page 158: Creating List Items

    Chapter 13 Using To Do List Creating list items A To Do List item is a reminder of a task that you must complete. A record in To Do List is called an item. To create a To Do List item: Tap New.
  • Page 159: Checking Off A To Do List Item

    To set the priority of a To Do List item: Tap the Priority number on the left side of the To Do List item. Select the Priority number that you want to set (1 is most important). Checking off a To Do List item You can check off a To Do List item to indicate that you’ve completed it.
  • Page 160: Changing To Do List Item Details

    Chapter 13 Using To Do List Changing To Do List item details The To Do Item Details dialog box enables you to change settings for individual items. To display the To Do Item Details dialog box: Tap the text of the item whose details you want to change. You can also select an item with the navigator.
  • Page 161: Setting To Do Preferences

    Tap OK. If you turn on the Show Due Dates option in the To Do Preferences dialog box, you can tap directly on the due date in the To Do List to open the pick list shown in step 2. Setting To Do Preferences The To Do Preferences dialog box enables you to control the appearance of To Do List, and To Do items in Date Book Agenda view.
  • Page 162: Using To Do List Menus

    Chapter 13 Using To Do List Show Priorities Show Categories Tap OK. Using To Do List menus To Do List menus are shown here for your reference, and To Do List features that are not explained elsewhere in this book are described here. “Using menus”...
  • Page 163: Chapter 14: Using World Clock

    World Clock enables you to view the current time and date in multiple locations and to set an alarm. Use World Clock to do the following: View the current time and date in three locations. Open a preferences screen where you can set the time and date for all the applications on your handheld.
  • Page 164: Viewing The Time

    Chapter 14 Using World Clock Viewing the time There are several ways for you to easily check the current time and date. To view the time: Do one of the following: When your handheld is on, tap the Clock icon Graffiti 2 writing area.
  • Page 165 Tap the location you want to use as the primary location. The location you select is typically a large city in the same time zone as the one where you live. If an appropriate choice does not appear in the list, see a location”...
  • Page 166: Choosing A Different Primary Location

    Chapter 14 Using World Clock Tap the up or down arrows to change the hour. Tap each number of the minute, and then tap the arrows to change the minutes. Tap OK. Tap Done. Choosing a different primary location If you travel to another location and you want alerts to appear based on local time, you need to change the primary location to update the system time.
  • Page 167: Adding A Location

    To select the secondary locations: Tap the pick list next to the secondary location. Secondary location pick list Tap the location you want to use as the new secondary location. If an appropriate location does not appear in the list, see the next section, a location.”...
  • Page 168 Chapter 14 Using World Clock (Optional) Tap the Time Zone box and select a time zone. Tap OK. Tap Done. To set Daylight Saving options: From the Edit Location dialog box, tap the This location observes Daylight Saving Time check box to select it. Tap the Start box.
  • Page 169: Modifying A Location

    Modifying a location If you add a location and later realize you did not use the correct settings, you can modify the location. To modify a location: Tap a Location pick list. Select Edit List. Select the location you want to modify. Tap Edit.
  • Page 170 Chapter 14 Using World Clock To set an alarm: Tap the box next to the Alarm Tap the time columns to set the hour and minute. Tap OK. When the alarm reminder message appears, do one of the following: Tap OK to permanently dismiss the reminder and return to the current screen. Tap Snooze to dismiss the reminder and return to the current screen.
  • Page 171: Using World Clock Menus

    Using World Clock menus World Clock menus are shown here for your reference, and World Clock features that are not explained elsewhere in this book are described here. “Using menus” Options menu Display Options Alarm Preferences About World Clock Chapter 4 for information about choosing menu commands.
  • Page 172 Chapter 14 Using World Clock...
  • Page 173: Chapter 15: Performing Hotsync

    If you do not see the HotSync icon, you need to start HotSync Manager: On the Windows desktop, click Start, and then select Programs. Navigate to the Palm Desktop software program group, and select HotSync Manager. Alternatively, you can start the Palm Desktop software, which automatically opens the HotSync Manager.
  • Page 174 Your handheld cannot share this port with an internal modem or other device. Determines the speed at which data is transferred between your handheld and Palm Desktop software. Try the As Fast As Possible rate first, and adjust downward if you experience problems.
  • Page 175 Click OK. To set the HotSync options on a Mac computer: Double-click the HotSync Manager icon in the Palm folder. Click the HotSync Controls tab, and select any of the following options. Activates the transport monitor and prepares your Mac...
  • Page 176: Customizing Hotsync Application Settings

    Palm Desktop software, or to avoid synchronizing a particular type of file because you don’t use it. In addition to the conduits for Date Book, Address Book, Palm™ Photos, Note Pad, To Do List, and Memo Pad, Palm Desktop software includes System and Install conduits.
  • Page 177 To customize HotSync application settings on a Windows computer: Click the HotSync icon the taskbar). You can also click the HotSync command on the Palm Desktop software menu bar. From the HotSync Manager menu, select Custom. Select the appropriate user name from the list.
  • Page 178 Chapter 15 Performing HotSync ® To customize HotSync application settings on a Mac computer: Double-click the Palm Desktop icon in the Palm folder. From the HotSync menu, select Conduit Settings. From the User pop-up menu, select the appropriate user name.
  • Page 179: Conducting Cradle/Cable Hotsync Operations

    Performing a cradle/cable HotSync operation: Windows computers The first time you synchronize your data, you need to enter user information on Palm Desktop software. After you enter this information and synchronize with your handheld, the HotSync Manager recognizes your handheld and doesn’t ask for this information again.
  • Page 180 Chapter 15 Performing HotSync ® Press the HotSync button IMPORTANT user name in the New User dialog box and click OK. Every handheld should have a unique name. To prevent loss of a user’s records, never try to synchronize more than one handheld to the same user name.
  • Page 181: Performing A Direct Hotsync Operation: Mac Computers

    Adds a user name to your handheld. Creates a folder for the user name in the Users folder inside the Palm folder. For example, if you entered Jane Garcia as your user name, a folder named Jane Garcia is created in the Users folder.
  • Page 182 Place your handheld in the HotSync cradle/cable. Make sure that HotSync Manager is enabled: Double-click the HotSync Manager icon in the Palm folder. Click the HotSync Controls tab, and make sure the Enabled option is selected. Press the HotSync button The HotSync Progress dialog box appears, followed by the Select User dialog box.
  • Page 183: Conducting Ir Hotsync Operations

    In the Select User dialog box, select the user name you entered when you installed the Palm Desktop software, and click OK. The HotSync Progress dialog box reappears, and synchronization begins. Wait for a message on your handheld indicating that the process is complete.
  • Page 184 Chapter 15 Performing HotSync ® Your computer must have an installed infrared driver. If you have an external infrared device attached to your computer, a driver is probably included with the device. Consult the documentation included with the device for information on installing the required driver. Check your computer’s documentation to learn if the computer supports infrared communication.
  • Page 185: Performing An Ir Hotsync Operation

    To configure HotSync Manager for infrared communication on a Mac computer: Double-click the HotSync Manager icon in the Palm folder. In the HotSync Controls tab, select Enabled. Click the Connection Settings tab. Select the On check box next to IR port.
  • Page 186: Returning To Cradle/Cable Hotsync Operations

    To return to local serial cradle/cable HotSync operations on a Mac computer: If necessary, connect the cradle/cable to a serial port on your computer. Double-click the HotSync Manager icon in the Palm folder. In the HotSync Controls tab, select Enabled.
  • Page 187: Conducting Modem Hotsync Operations

    To perform a modem HotSync operation you need the following: A modem connected to your computer. Palm Desktop software configured for use with the modem. A modem connected to your handheld. A configuration for the kind of modem connection you want to make.
  • Page 188 In addition, your computer must be on, and it should not be in sleep mode when receiving a call from a remote handheld. Double-click the HotSync Manager icon in the Palm folder. Click the HotSync Controls tab and enable the Transport Monitor, if it is not already enabled.
  • Page 189: Preparing Your Handheld For A Modem Hotsync Operation

    Click the Connection Settings tab. Select the On check box for the modem connection you’re using, and then click Settings. In the Settings dialog box, select Modem as the connection type, if it is not already selected. This step is not necessary for internal modems. NOTE Adjust the following options as needed.
  • Page 190 Chapter 15 Performing HotSync ® Tap the pick list below the icon and select a modem configuration. If you need to create a configuration, tap the Menu icon Connection Setup from the Options menu. See Chapter 16 Tap the Enter phone # field. If you plan to connect to your company’s dial-in server (network modem) instead of connecting to a computer modem, see HotSync operations”...
  • Page 191: Selecting The Conduits For A Modem Hotsync Operation

    Select the HotSync icon Tap the Modem icon applications. Wait for the HotSync operation to complete. If you have any problems conducting a successful HotSync operation, see Appendix Conducting modem HotSync operations to dial the Palm Desktop modem and synchronize the “HotSync problems”...
  • Page 192: Conducting Network Hotsync Operations

    Everything you need for connecting to your company’s dial-in server (network modem) is included with Palm Desktop software and handheld software. You need to activate the feature, however, on both Palm Desktop software and your handheld. To prepare your Windows computer for a network HotSync operation: Click the HotSync Manager icon From the HotSync Manager menu, select Network.
  • Page 193 From the HotSync Manager menu, select Setup. Click the Network tab and make sure your user name has a checkmark next to it. If the checkmark is not there, click the check box next to your user name. Click OK. Put your handheld in the cradle/cable, and perform a HotSync operation.
  • Page 194 Chapter 15 Performing HotSync ® Tap OK. Tap Select Service. Tap Service and select a service. Tap here Tap Done. Tap the Menu icon Select Conduit Setup from the Options menu. For instructions, see earlier in this chapter. Operations Tap here “Selecting the conduits for a modem HotSync operation”...
  • Page 195: Performing A Network Hotsync Operation

    Memo Pad archive (*.mpa) Address Book archive (*.aba) Text (*.txt) For information on how to set up a file link, see the Palm Desktop online Help. The File Link feature is not available in Palm Desktop software for Mac. NOTE...
  • Page 196 Repeat steps 3 through 5 for each profile that you want to create, and then click OK to return to Palm Desktop software. Select the profile from the User list, and create the data for the profile (such as a company phone list, and so on).
  • Page 197: Performing The First Hotsync Operation With A User Profile

    To create a user profile on a Mac computer: Open Palm Desktop software. From the User pop-up menu, select Edit Users. Click New Profile. Enter a unique name for the profile, and click OK. Close the Users window. From the User pop-up menu, select the new profile.
  • Page 198 Select the profile you want to load on the handheld, and click OK. Click Yes to transfer all the profile data to the handheld. The next time you perform a HotSync operation, Palm Desktop software prompts you to assign a user name to the handheld.
  • Page 199: Chapter 16: Setting Preferences For Your Handheld

    Setting Preferences for Your Handheld Preferences enable you to customize the configuration options on your handheld. The options are grouped into three categories: General, Communication, and Personal. Each category provides access to a group of relevant Preferences screens. Use Preferences to do the following: Access the General Preferences screens to customize any of the following settings: Set the location, date, and time.
  • Page 200: Setting General Preferences

    Chapter 16 Setting Preferences for Your Handheld Access the Personal Preferences screens to customize any of the following settings: Buttons Color Theme Owner ShortCuts Setting General Preferences The General Preferences category enables you to access screens where you can modify Date & Time, Digitizer, Formats, Power, Security, Sounds & Alerts, and Writing Area settings.
  • Page 201: Date & Time Preferences

    Date & Time Preferences The Date & Time Preferences screen enables you to choose a primary location and to set the date, time, and time zone for that location. You can also indicate whether this location observes daylight saving time and the dates daylight saving time starts and ends.
  • Page 202: Digitizer Preferences

    Chapter 16 Setting Preferences for Your Handheld To set the time: From the General Preferences list, select Date & Time. Tap the Set Time box. Tap the up or down arrows to change the hour. Tap each minute number, and then tap the arrows to change them. Tap OK.
  • Page 203: Formats Preferences

    Formats Preferences Use the Formats Preferences screen to set the country default and the display format of the dates, times, and numbers on your handheld. Country default The country default sets date, time, week start day, and number conventions based on geographic regions where you might use your handheld.
  • Page 204: Graffiti 2 Preferences

    Chapter 16 Setting Preferences for Your Handheld Tap the Numbers pick list, and select formats for the decimal point and thousands separator. Tap Done. Graffiti 2 Preferences The Graffiti 2 Preferences screen enables you select an alternate stroke shape for specific characters.
  • Page 205 Auto-off after Your handheld has an automatic shutoff feature that turns off the power after a period of inactivity. This feature helps conserve battery power in case you forget to turn off your handheld. If you find that your handheld shuts itself off before you finish reviewing the information on the screen, you can increase the time setting of the automatic shutoff feature.
  • Page 206: Security Preferences

    Chapter 16 Setting Preferences for Your Handheld Security Preferences The Security Preferences help you prevent unauthorized users from viewing entries that you want to protect. Use the Security Preferences to do the following: Lock and turn off your handheld so that it does not operate until you enter the correct password.
  • Page 207 Changing or deleting a password Once you define a password for your handheld, you can change or delete it at any time. You must enter the current password before you can change or delete it. To change or delete your password: From the General Preferences list, select Security.
  • Page 208 Chapter 16 Setting Preferences for Your Handheld You can set your handheld to lock automatically when any one of the following occurs: When you turn off the power At a time you specify After a period of inactivity you specify To set your handheld to lock when you turn it off: From the General Preferences list, select Security.
  • Page 209 To set your handheld to lock after a period of inactivity: From the General Preferences list, select Security. Tap the Auto Lock Handheld box, and then enter your password. Select After a preset delay. Enter the inactive period, and then select Minute(s) or Hour(s) from the pick list. Tap OK.
  • Page 210 Chapter 16 Setting Preferences for Your Handheld Recovering from a forgotten password If you forget your password, your handheld will display the password hint, if you entered one, to help you remember the password. If you are still unable to remember the password, you can delete it from your handheld.
  • Page 211 To hide all private records: From the General Preferences list, select Security. Tap the Current Privacy pick list and select Hide Private Records. Tap Hide Private Records Tap OK to confirm that you want to hide private records. Tap Done. To mask all private records: From the General Preferences list, select Security.
  • Page 212: Sounds & Alerts Preferences

    Chapter 16 Setting Preferences for Your Handheld To display all private records: From the General Preferences list, select Security. Tap the Current Privacy pick list and select Show Private Records. If you do not have a password, hidden and masked records become visible. If you have a password, the Show Private Records dialog box appears.
  • Page 213 To select a profile: From the General Preferences list, select Sound & Alerts. Tap the Custom or Silent profile box. You can also press Right or Left on the Tap Done. System Sound, Game Sound, and Alarm Sound settings Your handheld uses a variety of sounds. The System Sound, Game Sound, and Alarm Sound settings enable you to turn the sounds on or off and to adjust the volume level.
  • Page 214: Writing Area Preferences

    Chapter 16 Setting Preferences for Your Handheld Tap the Alarm Sound pick list and select the sound level. Tap Done. The Game Sound setting works only with games that are programmed to respond to this setting. Older games typically do not respond to this setting. Writing Area Preferences Writing Area Preferences offer you the option of using the full screen to enter Graffiti 2 characters.
  • Page 215: Setting Communication Preferences

    Setting Communication Preferences The Communication Preferences category enables you to access screens where you can modify Connection and Network settings. This section provides details about each of these screens. To open the Communication Preferences screens: Tap the Home icon Tap the Prefs icon From the Communication Preferences list, select the name of the Preferences screen you want to view.
  • Page 216 Chapter 16 Setting Preferences for Your Handheld You can also create custom configurations, which include the following: Editing connections The following example shows you how to edit the IR to GSM Phone connection to adjust the communication speed; you can similarly edit other connections or settings or create a custom connection.
  • Page 217: Network Preferences

    The Network Preferences settings enable to connect to your ISP or dial-in NOTE server with applications that support viewing the transmitted data. Visit the web site www.palm.com TCP/IP . Tap here earlier in this chapter for a complete...
  • Page 218 Chapter 16 Setting Preferences for Your Handheld Creating and selecting network service profiles Use network service profiles to store the configuration settings for your ISP or for a dial-in server. You can create, save, and reuse network service profiles. You can create additional network service profiles from scratch or by duplicating existing profiles and editing information.
  • Page 219 Entering a user name The User Name setting identifies the name you use when you log in to your ISP or your dial-in server. Although this field can contain multiple lines of text, only two lines appear onscreen. To enter a user name: From the Communications Preferences list, select Network.
  • Page 220 Chapter 16 Setting Preferences for Your Handheld Enter the password you use to log in to your server. Tap OK. The word “Assigned” appears in the Password field. Tap Done. Selecting a connection Use the Connection setting to select the method you want to use to connect to your ISP or to a dial-in server.
  • Page 221 To enter your server phone number: From the Communications Preferences list, select Network. Tap the Phone box. Enter the phone number for your ISP or dial-in server. If you need to enter a prefix or to disable Call Waiting, skip to those procedures. Otherwise, tap OK.
  • Page 222 Chapter 16 Setting Preferences for Your Handheld Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected. If your telephone has Call Waiting, you need to disable this feature before logging in to your ISP or dial-in server. To disable Call Waiting: From the Communications Preferences list, select Network.
  • Page 223 If you are connecting to an ISP , you need a third-party application, such as a NOTE web browser or news reader, to take advantage of this connection. For information about third-party applications that support TCP/IP , check the web site www.palm.com. To establish a connection: From the Communications Preferences list, select Network.
  • Page 224 Chapter 16 Setting Preferences for Your Handheld To close a connection: From the Communications Preferences list, select Network. Tap Disconnect to terminate the connection between your handheld and your service. Tap Done. Adding detailed information to a network service profile If you are using one of the predefined network service profiles, you probably need to enter only your user name, password, and telephone number.
  • Page 225 Defining primary and secondary DNS The domain name system (DNS) is a mechanism in the Internet for translating the names of host computers into IP addresses. When you enter a DNS number (or IP address), you are identifying a specific server that handles the translation services. Each IP address has four sections, separated by periods.
  • Page 226 You can create login scripts in two ways: In a text editor on your desktop computer, in which you create a file with the extension PNC, which you then install on your handheld by using Palm™ Quick Install. (This method is not available to Mac computer users.) In the Login Script dialog box on your handheld, accessed from the Details dialog box in Network Preferences.
  • Page 227 Creating a login script on your handheld You can create login scripts by selecting commands from the Command pick list in the Login Script dialog box. Some commands, such as Send, require you to supply additional information. Those commands have a parameter field so that you can add the necessary data.
  • Page 228 Able to return control to a login script after it terminates Created using a development environment that supports Palm OS such as Metrowerks CodeWarrior for Palm™ Platform. For additional information on creating plug-in applications, send e-mail to Palm Developer Support at Deleting a network service profile There is only one way to delete a network service profile: Use the Delete command from the Service menu.
  • Page 229 Network Preferences menu commands The Network Preferences screen includes menu commands to make it fast and easy to create and edit network service profiles. TCP/IP application menus are shown here for your reference. See “Using menus” about choosing menu commands. Service menu Options menu TCP/IP troubleshooting...
  • Page 230: Setting Personal Preferences

    Chapter 16 Setting Preferences for Your Handheld Adding a DNS number If your ISP or dial-in server requires a DNS number and you did not enter that information in the Network Preferences screen, it will appear that you successfully logged in to your network. When you try to use an application or look up information, however, the connection fails.
  • Page 231 If you assign a different application to a button, you can still access the original application using the Applications Launcher. To change the Buttons Preferences: From the Personal Preferences list, select Buttons. Tap the pick list next to the button you want to reassign. Select the application that you want to assign to the button.
  • Page 232 Chapter 16 Setting Preferences for Your Handheld To change the Pen Preferences: From the Personal Preferences list, select Buttons. Tap More. Tap the pick list and select one of the following settings for the full-screen pen stroke: Brightness Keyboard Graffiti 2 Help Turn Off &...
  • Page 233: Color Theme Preferences

    Tap the pick list next to the button you want to assign. Select the application that you want to assign to each button. The default setting for each button is the HotSync setting, which means that the cradle/cable and optional modem accessories perform their normal HotSync functions.
  • Page 234: Owner Preferences

    By default the Owner Preferences screen contains the information that you supplied when you installed the Palm Desktop software and set up your handheld. If you use the Security Preferences screen to turn off and lock your handheld with a password, information that you entered in the Owner Preferences screen appears the next time you turn on your handheld.
  • Page 235: Shortcuts Preferences

    ShortCuts Preferences The ShortCuts Preferences screen enables you to define abbreviations for entering text with Graffiti 2 strokes. This section describes how to create, edit, and delete a ShortCut. Creating a ShortCut You can create a ShortCut for any words, letters, or numbers. All ShortCuts you create appear in the list in the ShortCut Preferences screen.
  • Page 236 Chapter 16 Setting Preferences for Your Handheld Editing a ShortCut After you create a ShortCut, you can modify it at any time. To edit a ShortCut: From the Personal Preferences list, select Shortcuts. Select the ShortCut you want to edit. Tap Edit.
  • Page 237: Appendix A: Maintaining Your Handheld

    This chapter provides information on the following: Caring for your handheld Prolonging battery life Resetting your handheld Caring for your handheld Your handheld is designed to be rugged and reliable and to provide years of trouble-free service. Observe the following general tips when using your handheld: Take care not to scratch the screen of your handheld.
  • Page 238: Prolonging Battery Life

    Appendix A Maintaining Your Handheld Prolonging battery life Note the following considerations for the battery in your handheld: Under normal conditions your handheld battery should remain charged when you place it in the cradle/cable for just a few minutes each day. You can conserve battery life by doing any of the following: –...
  • Page 239: Performing A Soft Reset

    Performing a soft reset A soft reset tells your handheld to stop what it’s doing and start over again. All records and entries stored in your handheld are retained with a soft reset. After a soft reset, the Preferences screen appears and the Date and Time option is highlighted so you can reset the date and time if needed.
  • Page 240 Appendix A Maintaining Your Handheld Wait for the Palm Powered™ logo to appear; then release the power button. When a message appears on the handheld screen, warning that you are about to erase all the data stored on your handheld, do one of the following: –...
  • Page 241 To restore your data from a Mac computer after a hard reset: Double-click the HotSync Manager in the Palm folder. From the HotSync menu, select Conduit Settings. From the Users pop-up menu, select the appropriate user name. Select an application from the list.
  • Page 242 Appendix A Maintaining Your Handheld...
  • Page 243: Appendix B: Frequently Asked Questions

    The readme file located in the folder where you installed the Palm™ Desktop software on your Windows computer or on your installation CD for Mac users The Palm Desktop online Help The Palm Desktop Software for the Macintosh User’s Guide, located in the...
  • Page 244: Software Installation Problems

    Delete all temporary files. Run ScanDisk (or another disk verification tool) on your computer. Uninstall and then reinstall Palm Desktop software. Try the following: Disable any virus-scanning software on your computer. Quit any open applications. Make sure your computer has at least 50MB of disk space available.
  • Page 245: Operating Problems

    Operating problems Problem I don’t see anything on my handheld’s screen. I get a warning message telling me my handheld memory is full. Solution Try each of these in turn: Press an application button to ensure that your handheld is turned on.
  • Page 246: Tapping And Writing Problems

    Appendix B Frequently Asked Questions My handheld keeps turning itself off. My handheld is not making any sounds. My handheld has frozen. Tapping and writing problems Problem When I tap the buttons or screen icons, my handheld activates the wrong feature. When I tap the Menu icon nothing happens.
  • Page 247: Application Problems

    Preferences setting. In other words, the sort settings you use with Palm Desktop software are not transferred to your handheld. If you have two or more events with the same start time, the first event created appears as a gray bar, and any subsequent conflicting events appear as a single red bar.
  • Page 248: Hotsync Problems

    Check the Windows system tray to make sure the HotSync Manager is running. If it is not, click Start on the Windows taskbar, and then select Programs. Navigate to the Palm Desktop software program group, and select HotSync Manager. You should also see options”...
  • Page 249 America Online, that uses the serial port you selected in the Setup dialog box. Make a backup copy of your Palm Desktop data, and then reinstall Palm Desktop software. HotSync problems...
  • Page 250 Check the connection between the HotSync cradle/cable and the USB or serial port on your computer. Make sure the user name you selected in Palm Desktop software matches the user name assigned to your handheld. Make sure the date on your computer matches the date on your handheld.
  • Page 251 Controls tab in the HotSync Software Setup window. If you are using the optional serial cradle/cable, double-click the HotSync Manager icon in the Palm folder and then click the Connection Settings tab. Make sure the port selection matches the port where your HotSync cradle/cable is attached.
  • Page 252 Appendix B Frequently Asked Questions I tried to do a modem HotSync operation, but it did not complete successfully (continued). Confirm that the Speed setting in the Setup dialog box works for your modem. If you have problems using the As Fast As Possible option or a specific speed, try using a slower speed.
  • Page 253 I tried to do a modem HotSync operation, but it did not complete successfully (continued). I can’t perform an IR HotSync operation. My handheld appears to freeze when I place it near my computer. If the telephone line you are using has Call Waiting, make sure you selected the Disable call waiting option under Modem Sync Phone Setup on your handheld and entered the correct code.
  • Page 254 Try each of these in turn: If you have performed a HotSync operation successfully but you cannot find the data from your handheld on Palm Desktop software, check to see that you have the correct user name selected for viewing data.
  • Page 255: Beaming Problems

    Solution Try each of these in turn: If you are beaming to another Palm handheld, confirm that your handheld and the other handheld are between ten centimeters (approximately 4") and one meter (approximately 39") apart and that the path between the two handhelds is clear of obstacles.
  • Page 256: Password Problems

    Then you can follow these steps to restore your private entries: Use the Palm Desktop software and the cradle/cable or infrared communication to synchronize your data. Tap Forgotten Password in Security to remove the password and delete all private records.
  • Page 257 Palm handheld. Some third-party applications, however, may not have been upgraded to be compatible with your new Palm handheld. If you suspect that a third-party application is adversely affecting the operation of your handheld, contact the developer of the application.
  • Page 258 Appendix B Frequently Asked Questions...
  • Page 259: Product Regulatory Information

    CAUTION Changes or modifications not covered in this manual must be approved in writing by the manufacturer’s Regulatory Engineering Department. Changes or modifications made without written approval may void the user’s authority to operate this equipment. Responsible Party: Palm Solutions Group 400 N. McCarthy Boulevard Milpitas, California 95035 United States of America...
  • Page 260: Battery Warning

    Product Regulatory Information Canadian ICES-003 Statement This Class B digital apparatus meets all requirements of the Canadian Interference-Causing Equipment Regulations. Cet appareil numérique de la classe B respecte toutes les exigences du Réglement sur le matériel brouilleur du Canada. Battery Warning Do not mutilate, puncture, or dispose of batteries in fire.
  • Page 261: Index

    Expense 109 font style 63 installing 65–71 Launcher 39–43 Memo Pad 117 Note Pad 121 opening 40 Palm Photos 127 plug-in 218 preferences for 48 removing 72 size in kilobytes 247 To Do List 147 version of 247 viewing as icons 43...
  • Page 262 130 lens 14 memory 133 opening 10, 128 options 129–131 photo names 130 resolution 130 See also Palm Photos shutter button 11 taking photos 132 Capital letters (Graffiti 2 writing) 26 Card Info 89 Caring for the handheld 227 Categories application 42–43...
  • Page 263 Country default setting 193 Cradle connecting to computer 14 for local HotSync operations 169, 176 viewing data from 195 Creating Address Book entries 76–77 categories 42–43, 54 currency symbols 113 custom fields in Address Book 83 Date Book events 93 Expense items 110 expense reports 115 notes for records 61...
  • Page 264 Index Editing records 49–50 E-mail addresses in Address Book 77 requirements 5 Entering data 21–38 importing from other applications 35–37 problems with 236 using Note Pad 37 using the computer keyboard 35 using the onscreen keyboard 21 Entries. See Address Book Euro displaying on desktop computer 115 in Expense 112, 113...
  • Page 265 menu commands 47 numbers 26 online Help 50, 221 Preferences 194 problems using 236 punctuation marks 26 ShortCuts for entering data 30, 225–226 symbols 29 tips 24 writing area 11, 23 Handheld, increasing space on 15 Hard reset 229, 235 Hardware add-ons 14 Headphone jack 12 Help...
  • Page 266 Date Book 106, 161 Edit menu 49–50 Expense 116 Memo Pad 87, 119, 125 menu bar 17, 46 Network preferences 219 Palm Photos 146 To Do List 152 Microsoft Outlook, connecting to 239 Modem HotSync operations via 177–181, 241–243 initialization string 207...
  • Page 267 138 rotating photos 138 See also Camera slide show 137 taking photos 132 thumbnail view 135 thumbnails 134 viewing photos 134 Palm Quick Install 66–70 Passwords 196–200 changing 197 creating 196 deleting 197 for network 209 forgotten 200, 246 Pasting...
  • Page 268 Index Preferences Buttons 220–223 choosing 48 Communication 189 Connection 205–207 cradle setting 195 Date & Time 191–192 Digitizer 192 Formats 193 General 189, 190–204 Graffiti 2 31 Network 207–220 opening 190 Owner 224 Personal 190 Power 194–195 Security 196 ShortCuts 225 Sounds &...
  • Page 269 Saving, data 41, 49, 51 Scheduling events 93–98 Screen backlight 13 blank 235 calibrating 16, 192 caring for 227 touching with your finger 11 Scroll bar 18 SD card 9, 15 See also Expansion Card Searching. See Finding Secondary DNS 215 Secure Digital card 9 See also Expansion Card Security preferences 196–200...
  • Page 270 Index To Do List adding Address Book data to records 58–59 archive files (.tda) 35 categorizing records 52, 152 checking off items 149 completed items 151 completion date 151 conduit for synchronizing 166 creating records 48 deleting records 50, 100 due date 150–151 fonts 63 menus 152...

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