3Com Palm V Organiser Instructions Manual

							Chapter 1 Page 3
Chapter 1
Introduction to Your 
Palm V
™ Organizer
This chapter explains the physical buttons and controls on your 
Palm V™ connected organizer, how to use your organizer for the first 
time, and how to use HotSync
® technology to synchronize your 
organizer and Palm™ Desktop organizer software.
Getting to know your Palm V organizer
What is a Palm V organizer?
With your Palm V organizer, you will no longer have trouble getting 
to meetings and appointments on time, remembering people’s names 
and personal details, or tracking all the items on your to do list. Your 
organizer can help you improve your track record in all these areas, 
both at work and at home. 
You can enter all your schedule details in Date Book so you can view 
them by the day, week, or month; you can even set an alarm to remind 
you of important meetings. Keep all your contact names, addresses, 
phone numbers, and other details in Address Book, so you can find 
them as soon as you need them. Add your tasks to To Do List, 
prioritize them so you don’t overlook them, and assign them a due 
date. 
To make sure you don’t lose any of this important information, you 
can synchronize your data with Palm Desktop software on your 
computer so you always have a backup copy. You can set different 
levels of security for your organizer so unauthorized eyes cannot view 
your data.
When you are out of the office, track your expenses for your expense 
reports; then transfer the data to your computer to print it out. You can 
write, edit, and view your e-mail, and then synchronize your e-mail 
with your desktop E-Mail application when you return to your office. 
						

							Page 4  Introduction to Your Palm V™ Organizer
System requirements
To install and operate Palm Desktop software, your computer system 
must meet the following requirements:
Minimum requirements 
nWindows 95, Windows 98, or Windows NT 4.0
nIBM-compatible 486 computer or higher 
n8 MB RAM (memory) minimum, 
16 MB recommended (required with Windows NT 4.0)
n20 MB available hard disk space
nVGA monitor or better (the Quick Tour requires a 256 color video 
display)
nCD-ROM drive (you can also download the Palm Desktop 
software from 
http://www.palm.com, or order 3.5 diskettes from 
3Com)
nMouse
nOne available serial port
Optional equipment
nPalm V™ Modem
nWindows-compatible printer
nInfrared communication device
Macintosh compatibility
You can connect your organizer to your Macintosh using the 
PalmConnect
® Serial Kit or PalmConnect® USB Kit (sold separately).
Upgrade Information
If you already own a PalmPilot™ organizer or Palm III™ organizer, 
3Com recommends that you install the version of Palm Desktop 
software that comes with your new Palm V organizer into the same 
folder as your current Palm Desktop software. When you install the 
new version in the same folder as the previous version, all your data 
is preserved. If you use another personal information manager (PIM), 
you still need to install Palm Desktop software in order to add 
HotSync Manager, conduit software, and other features of Palm 
Desktop software to your computer.
You perform HotSync operations in exactly the same way, so you can 
quickly synchronize your old data with your new organizer.  
						

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To upgrade:
1. Read the Getting Started guide for an overview of the complete      
installation process.
2. Synchronize your old organizer with your old Palm Desktop 
software. This ensures that the latest information from your 
organizer is on your desktop computer.
3. (Optional) To ensure against any data loss, go to the folder that 
stores Palm Desktop software, copy your username folder, and 
store the copy outside the Palm Desktop software folder.
4. Follow the installation instructions in “Installing Palm Desktop 
software” later in this chapter. Be sure to install the new software 
in the same folder as the old software.
5. To prepare for the first HotSync operation that synchronizes your 
new organizer with your new Palm Desktop software, go to the 
HotSync Manager and choose Custom.
Note: Be sure your username appears in the box at the top of the 
Custom dialog box. If not, select your username.
6.  For all conduits, click Change and select the option Desktop 
overwrites handheld. Then click Done. See “Customizing HotSync 
application settings” in Chapter 6 for more information.
7. Place your new organizer in the cradle and press the HotSync 
button. If the Select User dialog box appears, select your username.
Note:If you customized the modem setup on your old 
organizer, you must re-enter the modem init string.
Each organizer must have a unique name
After you complete the upgrade process described above, you have 
two organizers with the same name. This is an undesirable situation. 
Each organizer must have a unique name in order to prevent 
unexpected results during HotSync operations and other 
complications.
We strongly recommend that you perform a hard reset on your old    
organizer. See “Performing a hard reset” in Appendix A for details.
A hard reset not only erases all data from the old organizer; it also   
erases the name and makes that organizer a clean slate, ready to 
receive a new name. The next time you perform a HotSync operation 
with this old organizer, you are asked to give it a name. Be sure to give 
it a unique name. 
						

							Page 6  Introduction to Your Palm V™ Organizer
Palm V components
Locating front panel controls
Contrast 
control 
buttonTurns on the onscreen contrast control so you can 
adjust the screen for the clearest screen display as 
required by the lighting conditions or temperature of 
the environment where you use your organizer. See 
“Using the onscreen contrast control” later in this 
chapter for more information.
Power 
button/
Backlight 
controlTurns your organizer on or off and controls the 
backlight feature. 
If your organizer is turned off, pressing the power 
button turns the organizer on and returns you to the 
last screen you viewed. Press the power button to 
turn the organizer off.
If you have difficulty seeing the information 
onscreen, use the backlight to illuminate your screen. 
Press the power button and hold it down for about 
two seconds to turn the backlight on or off. You can 
assign the full-screen pen stroke to activate the 
backlight. See “Pen preferences” in Chapter 7 for 
more information.
Screen
Graffiti writing area
Application buttons Scroll button
Power button
Contrast 
control button 
						

							Chapter 1 Page 7
Using the onscreen contrast control
Even with the backlight on, you may need to make further 
adjustments by changing the amount of contrast on the screen. 
To adjust the contrast:
1. Press the Contrast control button.
2. To change the contrast in small increments, tap to the left or right 
of the slider.
To change the contrast in larger increments, drag the slider to 
the left or right.
Tip:You can also press the scroll button to move the slider 
incrementally.
3. Tap Done.Organizer 
screenDisplays the applications and information stored in 
your organizer. It is touch-sensitive and responds to 
the stylus.
Graffiti
® 
writing 
areaThe area where you write letters and numbers using 
the Graffiti
® alphabet. See Chapter 2 to learn how to 
write Graffiti characters. 
Scroll 
buttonDisplays text and other information that extends 
beyond the area of the organizer screen. Pressing the 
lower half of the scroll button scrolls down to view 
information below the viewing area, and pressing the 
upper half of the button scrolls up to view the 
information above the viewing area.
Application 
buttonsActivates the individual organizer applications that 
correspond to the icons on the buttons: Date Book, 
Address Book, To Do List, and Memo Pad. See 
“Buttons preferences” in Chapter 7 for details on 
reassigning these buttons to activate any application 
on your organizer.
Tip:If your organizer is turned off, pressing any 
application button activates the organizer and 
opens the corresponding application. 
						

							Page 8  Introduction to Your Palm V™ Organizer
Locating back panel components
Side channels
Hold the stylus or front cover, which slide in and 
out of either side channel and click into place. To 
use the stylus, remove it from the side channel 
and hold it as you would a pen or pencil.
IR port
Uses infrared technology to transmit data to and 
receive data from other Palm Computing
® 
platform handhelds, and to perform HotSync 
operations. See “Beaming information” in 
Chapter 5 and “IR HotSync operations” in 
Chapter 6 for more information.
Reset button
Under normal use, you should not have to use 
the reset button. See Appendix A for information 
about when and how to use the reset button.
Reset 
button
Serial 
connector Side 
channel 
for stylus 
or cover
IR port 
						

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Serial connector
Connects your organizer to the cradle, which in 
turn connects to the back of your computer and 
through the AC adapter to the wall current. This 
allows you to recharge your Palm V organizer as 
well as update the information between your 
organizer and computer using HotSync 
technology. 
Note:  The cradle must be plugged into the 
serial (COM) port at the back of your 
computer.
Your organizer requires a dedicated port. It 
cannot share a port with an internal modem or 
other device. If you are unsure about the exact 
location of the serial port on your computer, refer 
to the user’s manual supplied with the computer. 
						

							Page 10  Introduction to Your Palm V™ Organizer
Recharging the battery
The Palm V organizer contains a Lithium-ion battery that is recharged 
each time you place the organizer in the cradle. Just place your 
organizer in the cradle for four hours for an initial charge before you 
use it. Then place it in the cradle for a few minutes each day to 
recharge the battery to full capacity. 
If the battery gets low, your organizer displays a warning message. If 
this occurs, perform a HotSync operation and then recharge the 
battery as soon as possible. If your organizer shuts down, you still 
have about a week to recharge the battery before you lose the data on 
your organizer.An additional connection is made from the back 
of the cradle’s serial (COM) port connector to the 
AC adapter which plugs into any AC current 
outlet.
AC adapter 
						

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Viewing data while in the cradle
You can set a preference so that you can continue to view data while 
your organizer is in the cradle and while the battery is being 
recharged. See “General preferences” in Chapter 7 for more 
information.
Palm Desktop organizer software
Palm Desktop software extends many of the functions of your 
organizer to your computer and serves to back up all your data. 
Viewing and editing your data using Palm Desktop software is 
optional. However, when you use it with your organizer and the built-
in HotSync technology, you can fully synchronize the information on 
your organizer with the information on your computer. 
It is a good idea to back up your data in case something happens to the 
data on your organizer. Changes you make on your organizer or Palm 
Desktop software appear in both places after you synchronize.
With Palm Desktop software, you can do the following:
nWork with your organizer applications on your computer. Palm 
Desktop software duplicates the Date Book, Address Book, To Do 
List, and Memo Pad applications on your organizer, so you can 
view, enter, and modify any data stored on your organizer.
nBack up the data stored on your organizer with HotSync 
technology and synchronize the data on your Palm Desktop 
software. Synchronization is a one-step procedure that ensures 
your data is always safe and up-to-date. See “Exchanging and 
updating data: HotSync operations” in Chapter 4 for more 
information. 
nImport and export data, so you can easily transfer data from other 
desktop applications into any of your main applications. See 
“Importing data” in Chapter 2 for more information.
nPrint your Date Book, Address Book, To Do List, and Memo Pad 
information on any printer. 
						

							Page 12  Introduction to Your Palm V™ Organizer
Installing Palm Desktop software
The following instructions guide you through installing Palm 
Desktop software. After installation, refer to the online Help in Palm 
Desktop software for information about how to use the software.
To ensure a safe and uninterrupted installation of Palm Desktop 
software, please do the following before installing:
nTurn off your computer and connect the cradle to it. 
nIf you are installing from diskettes (rather than the CD-ROM 
included in the box), make sure the original Palm Desktop 
software diskettes are write-protected, and then make backup 
copies of them. When you finish, use the copies to install the 
software, and store the original diskettes in a safe place. Refer to 
your computer’s manual or operating system documentation if 
you need information about locking or copying diskettes.
nDo not simply copy the Palm Desktop software files to your 
computer’s hard disk. You must use the installer to place the files 
in their proper locations and to decompress the files. 
To install Palm Desktop software:
1. Exit any open programs, including those that run automatically at 
startup such as Microsoft Office, and disable any virus-scanning 
software.
2. Insert the Palm Desktop software CD-ROM into the computer’s 
CD-ROM drive (or insert the diskette labeled Setup into the 
diskette drive). 
3. When the Palm Desktop Installer Menu appears, click the Install 
button to begin the installation procedure.
4. Follow the onscreen instructions to complete the installation. 
During installation you will be asked to insert your organizer into 
the cradle.