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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  
    						
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