3Com Palmone VII Organiser Instructions Manual
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Appendix B Page 243 Application problems ProblemSolution I tapped the Today button, but it does not show the correct date.Your organizer is not set to the current date. Make sure the Set Date box in the General Preferences screen displays the current date. See “General preferences” in Chapter 8 for more information. I know I entered some records, but they do not appear in the application.nCheck the Categories pick list (upper- right corner of the screen). Choose All to display all of the records for the application. nCheck Security and make sure that the Private Records setting is set to Show private records. nIn To Do List, tap Show and check whether Show Only Due Items is selected. I am having problems listing memos the way I want to see them.nIf you cannot manually arrange the order of the memos in the List screen, check the Memo Preferences setting. Make sure that Sort by is set to Manual. nIf you choose to view your memos alphabetically on Palm Desktop software and then perform a HotSync operation, the memos on your organizer still appear in the order defined in the Memo Preferences setting. In other words, the sort settings that you use with Palm Desktop software are not transferred to your organizer. I created an event in Date Book, but it doesn’t appear in the Week View.In the Week View, you cannot select overlapping events that have the same start time. If you have two or more events with the same start time, choose the Day View for the particular day to see the overlapping events.
Page 244 Frequently Asked Questions HotSync problems ProblemSolution I cannot do a HotSync operation; what should I check to make sure I am doing it correctly?nCheck the Windows system tray to make sure the HotSync Manager is running. If it is not, open Palm Desktop software. nClick the HotSync Manager, choose Setup, and click the Local tab. Check that the Serial Port setting displays the correct serial (COM) port where your cradle is attached. nMake sure the cradle is connected securely. I did a HotSync operation, but one of my applications did not synchronize.Click the HotSync Manager and choose Custom. Check that the correct conduit is active. I am using Outlook as my PIM, but I cannot do a HotSync operation.nClick the HotSync Manager and choose Custom. Check that the correct conduit is active. nCheck that the correct conduit is installed. Reinstall the HotSync Manager and make sure the correct conduit is selected. I cannot launch the HotSync Manager.nMake sure you are not running another program, such as America Online, CompuServe, or WinFax, that uses the serial port you selected in the Setup dialog box. nUninstall and then reinstall Palm Desktop software.
Appendix B Page 245 I tried to do a local HotSync operation, but it did not complete successfully.Try each of these in turn: nMake sure HotSync Manager is running. If HotSync Manager is running, exit and restart it. nMake sure you selected Local from the HotSync Manager menu or the Palm Desktop software menu. nCheck the cable connection between the cradle and the serial port on your computer. nMake sure you selected the correct serial port on the Local tab in the Setup dialog. It should be set to the port where you connected the cradle. nTry a lower baud rate setting on the Local tab in the Setup dialog. nMake sure you are not running another program, such as America Online, CompuServe, or WinFax, that uses the serial port you selected in the Setup dialog box. nRead the HotSync Log for the user account for which you are performing a HotSync operation. nMake sure your organizer is seated in the cradle correctly. nMake sure the gold-plated connectors on the cradle and your organizer are clean. Use a pencil eraser to clean them.
Page 246 Frequently Asked Questions I tried to do a modem HotSync operation, but it did not complete successfully.Check the following on your computer: nMake sure your computer is turned on and that it does not shut down automatically as part of an energy- saving feature. nMake sure the modem connected to your computer is turned on and is connected to the phone line. nMake sure Modem is checked in the HotSync Manager menu. nMake sure the modem you are using with your organizer has an on-off switch. Your organizer cannot “wake up” a modem that has an auto-off feature. nConfirm that the Setup String in the Setup dialog box configures your modem correctly. You may need to select a different Modem Type or enter a custom Setup String. Most modems have a Setup String that causes them to send initial connection sounds to a speaker. You can use these sounds to check the modem connection. nConfirm that the Speed setting in the Setup dialog box is appropriate for your modem. nIf you have problems using the As Fast As Possible option or a specific speed, try using a slower speed. nMake sure you are not running another program, such as America Online, CompuServe, or WinFax, that uses the serial port you selected in the Setup dialog box.
Appendix B Page 247 I tried to do a modem HotSync operation, but it did not complete successfully. (continued)nMake sure your modem resets before you try again. (Turn off your modem, wait a minute, then turn it back on.) Check the following on your organizer: nConfirm that your modem is turned on. nMake sure the dialing instruction dials the correct phone number. nIf you need to dial an outside line prefix, make sure you selected the Dial Prefix option on your organizer and entered the correct code. nIf the telephone line you are using has Call Waiting, make sure you selected the Disable call waiting option under Modem Sync Phone Setup on your organizer and entered the correct code. nMake sure the telephone line you are using is not noisy, which can interrupt communications. nMake sure your modem resets before you try again. (Turn off your modem, wait a minute, then turn it back on.)
Page 248 Frequently Asked Questions Beaming problems ProblemSolution I cannot beam data to another Palm Computing platform device.nConfirm that your organizer and the other Palm VII organizer are between ten centimeters (approximately 4) and one meter (approximately 39) apart, and that the path between the two devices is clear of obstacles. Beaming distance to other Palm Computing platform devices may be different. n Move your organizer closer to the receiving device. When someone beams data to my organizer, I get a message telling me it is out of memory.n Your organizer requires at least twice the amount of memory available as the data you are receiving. For example, if you are receiving a 30K application, you must have at least 60K free. n Perform a soft reset. See “Performing a soft reset” in Appendix A.
Appendix B Page 249 Password problems ProblemSolution I forgot the password, and my organizer is not locked.You can use Security to delete the password. If you do this, your organizer deletes all entries marked as private. You can, however, perform a HotSync operation before you delete the password: the HotSync process backs up all entries, whether or not they are marked private. In this case, the following procedure restores your private entries and lets you access them: 1. Use the Palm Desktop software and the cradle to synchronize your data. 2. Tap Forgotten Password in Security to remove the password and delete all private records. 3. Perform a HotSync operation to syn- chronize your data and restore the private records by transferring them from your computer to your organizer. I forgot the password and my organizer is locked.If you assign a password and lock your organizer, you must perform a hard reset to continue using your organizer. See “Performing a hard reset” in Appendix A for more information. I forgot the password to my Palm.Net service account.Visit http://www.palm.net, or contact Customer Care. See the Getting Started guide for contact information.
Page 250 Frequently Asked Questions Technical support and customer care If, after reviewing the sources listed at the beginning of this appendix, you cannot solve your problem, contact your regional technical support office by e-mail, phone, or fax. For support e-mail addresses and phone numbers, see the Getting Started guide, which comes with your organizer. Before requesting support, please experiment a bit to reproduce and isolate the problem. When you do contact support, please be ready to provide the following information: nThe name and version of the computer operating system you are using nThe actual error message or state you are experiencing nThe steps you take to reproduce the problem nThe version of organizer software you are using and available memory To find version and memory information: 1. Tap the Applications icon . 2. Tap the Menu icon . 3. Tap App, and then tap Info. 4. Tap Version to see version numbers, and tap Size to see the amount of free memory, in kilobytes. Note:Many third-party add-on applications have been designed for the Palm Computing platform. Unfortunately, we are not able to support such a large number of third-party applications. If you are having a problem with a third-party application, please contact the developer or publisher of that software.
Appendix C Page 251 Appendix C Creating a Custom Expense Report This section explains how to modify existing Expense application templates and how to create your own custom expense report templates for use with the Expense application. Note:This section assumes that you are familiar with Microsoft Excel or a similar spreadsheet application. If you are not familiar with Microsoft Excel, consult your company’s Information Services department or another experienced user. About mapping tables Before creating or modifying an Expense template, it’s important to understand the function of the Palm™ Desktop organizer software Expense application. In simple terms, the Expense application is designed to move Expense data from your organizer into a Microsoft Excel spreadsheet. Each Expense item stored in your organizer represents a group of related data. The following data can be associated with an expense item: nCategorynPayment Currency nDatenVendor nExpense TypenCity nAmountnAttendees nPayment MethodnNote When you perform a HotSync ® operation between your organizer and Palm Desktop software on your computer, the Expense data is stored on your computer (in a file named Expense.txt). When you open the Expense application in Palm Desktop software, an Excel macro starts, and populates an expense template with your data based on the rules specified in a spreadsheet file named Maptable.xls. The Maptable.xls file is an editable spreadsheet that functions as a “mapping table.” The function of the mapping table is to guide the Excel macro in extracting the Expense data. The mapping table tells
Page 252 Creating a Custom Expense Report the Excel macro how large the spreadsheet is and provides the data- cell layout of the Excel template used for the Expense Report. Customizing existing sample templates Four sample Expense Report templates come with Palm Desktop software. These templates are stored in the Template folder (which is in the same folder as Palm Desktop software). If the layout of one (or more) of these templates is appropriate for your reporting needs, you can easily customize the templates with your company name and other information. To customize a sample Expense Report template: 1. Make a backup copy of the contents of the Template folder. 2. Double-click the name of the sample template you want to modify to open it in Microsoft Excel. 3. Make any changes that you want to the names (or other information) in the sample template. Important:Do not insert rows or columns in the sample template. Doing so changes the way your Expense data maps to the template and causes errors. If you want to move the cells to a different location or add or delete rows or columns, you have to make changes to the Maptable.xls file. Note:You can insert your own company logo without changing the Maptable.xls file. If you change the file name, however, you need to make a corresponding change in the Maptable.xls file. You can also rename cells without changing the Maptable.xls file, provided that the expense type corresponds to your organizer data. For example, you can