Handspring Visor Handheld User Guide
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Page ii Visor Handheld User Guide Copyright Copyright © 1999-2000 Handspring, Inc. All rights reserved. Portions copyright © 1998- 2000 Palm Computing, Inc. or its subsidiaries. All rights reserved. Handspring, Spring- board, Visor, the Handspring logo, and the Springboard logo are trademarks of Hand- spring, Inc., and may be registered in some jurisdictions. Palm Computing, Graffiti, and HotSync are registered trademarks, and the HotSync logo, Palm OS, Palm, and the Palm Computing Platform logo, are trademarks of Palm Computing, Inc., or its subsidiaries. All other trademarks are the property of their respective owners. Disclaimer and limitation of liability Handspring, Inc. and its suppliers assume no responsibility for any damage or loss re- sulting from the use of this handbook. Handspring, Inc. and its suppliers assume no responsibility for any loss or claims by third parties which may arise through the use of this software. Handspring, Inc. and its suppliers assume no responsibility for any damage or loss caused by deletion of data as a result of malfunction, dead battery, or repairs. Be sure to make backup copies of all important data on other media to protect against data loss. Important: Please read the Handspring End User Software License Agreement before using the accompanying software program(s). Using any part of the software indicates that you accept the terms of the Handspring End User Software License Agreement. 3.5 software diskettes available Palm™ Desktop software is supplied on a CD-ROM disc. If you do not have access to a CD-ROM drive for your computer, you can download the Palm Desktop software from www.handspring.com or call to order the diskettes.
Contents Page iii Contents About This Guide ....................................................................................... 1 Chapter 1: Introduction to Your Visor Handheld Getting to know your Visor handheld ...............................................3 What is a Visor handheld? ...............................................................3 System requirements ........................................................................4 Upgrade information ........................................................................5 Visor components .............................................................................6 Installing the batteries ........................................................................10 Tapping and typing ............................................................................11 Tap with the stylus to get things done .........................................11 Elements of the handheld interface ..............................................12 Opening applications .....................................................................13 Using menus ....................................................................................14 Three ways to enter data ................................................................16 Customizing your handheld ..............................................................20 Palm Desktop software ..................................................................21 Connecting the cradle .....................................................................22 Using your handheld with Microsoft Outlook (Windows only) ...............................................................................23 Using your handheld with another PIM .....................................23 Installing a Springboard module ..................................................24 Chapter 2: Entering Data in Your Visor Handheld Using Graffiti writing to enter data ..................................................25 Writing Graffiti characters .............................................................25 Graffiti tips .......................................................................................27 The Graffiti alphabet .......................................................................28 Writing capital letters .....................................................................29 Writing numbers .............................................................................29 Graffiti numbers ..............................................................................30 Writing punctuation marks ...........................................................30 Writing symbols and extended characters ..................................31 Writing accented characters ..........................................................32 Accent strokes ..................................................................................32 Additional non-English characters ...............................................32 Navigation strokes ..........................................................................33 Graffiti ShortCuts ............................................................................33 Using the onscreen keyboard ...........................................................34 Using your computer keyboard ........................................................35 Importing data .....................................................................................35
Page iv Visor Handheld User Guide Chapter 3: Managing Your Applications Using the Applications Launcher..................................................... 37 Selecting applications ..................................................................... 37 Switching between applications ................................................... 37 Categorizing applications .............................................................. 37 Changing the Applications Launcher display ............................ 38 Choosing preferences ......................................................................... 39 Installing and removing applications .............................................. 40 Installing add-on applications ...................................................... 40 Installing games .............................................................................. 42 Removing applications .................................................................. 43 Removing Palm Desktop software ............................................... 43 Security ................................................................................................. 44 Assigning a password .................................................................... 44 Changing or deleting a password ................................................ 45 Locking your handheld ................................................................. 45 Recovering from a forgotten password ....................................... 46 Chapter 4: Overview of Basic Applications Date Book ............................................................................................. 48 Date Book Plus .................................................................................... 49 Address Book ...................................................................................... 50 To Do List ............................................................................................. 51 Memo Pad ............................................................................................ 52 Calculator ............................................................................................. 53 CityTime ............................................................................................... 54 Expense................................................................................................. 55 Chapter 5: Common Tasks Creating records .................................................................................. 57 Editing records .................................................................................... 58 Entering text .................................................................................... 58 Edit menu ......................................................................................... 58 Deleting records .................................................................................. 60 Other ways to delete records ........................................................ 60 Purging records ................................................................................... 61 Exchanging and updating data: HotSync operations .................... 62 Performing a HotSync operation for the first time .................... 62 Categorizing records .......................................................................... 64 System-defined and user-defined categories ............................. 64 Finding records ................................................................................... 68 Looking up Address Book records .............................................. 68 Using Find ....................................................................................... 69 Using Phone Lookup ...................................................................... 70
Page v Sorting lists of records ........................................................................73 Making records private ......................................................................74 Hiding private records ...................................................................74 Attaching notes ....................................................................................76 Choosing fonts .....................................................................................77 Chapter 6: Application Specific Tasks Date Book .............................................................................................80 Scheduling an event ........................................................................80 Rescheduling an event ...................................................................84 Setting an alarm for an event ........................................................84 Scheduling repeating or continuous events ................................85 Changing the Date Book view .......................................................87 Working in Week View ..................................................................87 Working in Month View ................................................................89 Spotting event conflicts ..................................................................89 Date Book menus ............................................................................90 Date Book Plus .....................................................................................93 Working in Week View with Text ................................................93 Working in Year View ....................................................................94 Working in List View .....................................................................95 Working with floating events ........................................................95 Working with To Do List items .....................................................97 Using the Daily Journal ..................................................................98 Using templates ...............................................................................99 Using snooze alarms .....................................................................100 Selecting the default Date Book ..................................................100 Date Book Plus menus ..................................................................100 Address Book .....................................................................................110 Creating an Address Book entry .................................................110 Selecting types of phone numbers ..............................................111 Changing Address Entry details .................................................112 Address Book menus ....................................................................113 To Do List ...........................................................................................115 Setting priority ...............................................................................115 Checking off a To Do List item ....................................................116 Changing To Do List item details ...............................................116 Setting a due date ..........................................................................117 To Do Show Options .....................................................................118 To Do List menus ..........................................................................119 Memo Pad...........................................................................................120 Reviewing memos .........................................................................121 Memo Pad menus .........................................................................121
Page vi Visor Handheld User Guide Calculator ........................................................................................... 123 Selecting the Calculator mode .................................................... 123 Using the Basic Calculator buttons ............................................ 123 Displaying Recent Calculations .................................................. 124 Using the Advanced Calculator mode ...................................... 124 Using the Advanced Calculator buttons ................................... 125 Creating a custom view ............................................................... 133 Calculator menus .......................................................................... 134 CityTime ............................................................................................. 135 Setting your home city ................................................................. 135 Selecting remote cities .................................................................. 136 Adding cities ................................................................................. 136 CityTime menus ............................................................................ 137 Expense............................................................................................... 138 Changing the date of an Expense item ...................................... 139 Entering receipt details ................................................................ 139 Customizing the Currency pick list ........................................... 140 Show Options ................................................................................ 142 Transferring your data to Microsoft Excel ................................ 143 Expense menus ............................................................................. 147 Chapter 7: Communicating Using Your Handheld Managing desktop E-Mail away from your desk ........................ 149 Setting up Mail on the desktop ................................................... 150 Synchronizing Mail with your E-Mail application .................. 152 Opening the Mail application on your handheld .................... 152 Viewing e-mail items ................................................................... 152 Creating e-mail items ................................................................... 153 Looking up an address ................................................................ 156 Adding details to e-mail items ................................................... 157 Storing e-mail to be sent later ..................................................... 160 Editing unsent e-mail ................................................................... 160 Draft e-mail .................................................................................... 161 Filing e-mail ................................................................................... 162 Deleting e-mail .............................................................................. 163 Removing e-mail from the Deleted folder ................................ 163 Purging deleted e-mail ................................................................. 164 Message List options .................................................................... 164 HotSync options ............................................................................ 166 Creating special filters ................................................................. 167 Truncating e-mail items ............................................................... 171 Mail menus .................................................................................... 172 Beaming information........................................................................ 173
Page vii Chapter 8: Advanced HotSync® Operations Selecting HotSync setup options .....................................................177 Customizing HotSync application settings ...................................180 Conducting a HotSync operation via modem...............................182 Preparing your computer ............................................................182 Preparing your handheld .............................................................183 Selecting the conduits for a modem HotSync operation .........185 Performing a HotSync operation via a modem ........................186 Conducting a HotSync operation via a network ..........................186 Connecting to your company’s dial-in server ...........................186 Using File Link ...................................................................................188 Creating a user profile ......................................................................189 Chapter 9: Setting Preferences for Your Handheld Viewing preferences .........................................................................191 Buttons preferences ...........................................................................192 Pen preferences ..............................................................................192 HotSync buttons preferences .......................................................194 Digitizer preferences .........................................................................194 Formats preferences ..........................................................................194 Country default .............................................................................195 Time, date, week start, and numbers formats ...........................195 General preferences...........................................................................196 Auto-off delay ................................................................................196 System, alarm, and game sounds ...............................................197 Modem preferences...........................................................................198 Network preferences and TCP/IP software..................................199 Selecting a service .........................................................................199 Entering a user name ....................................................................200 Entering a password .....................................................................201 Adding telephone settings ...........................................................202 Connecting to your service ..........................................................205 Creating additional service templates .......................................205 Adding detailed information to a service template .................206 Creating a login script ..................................................................209 Deleting a service template ..........................................................210 Network preferences menu commands .....................................211 TCP/IP troubleshooting ...............................................................211 Owner preferences ............................................................................213 ShortCuts preferences .......................................................................214 Creating a ShortCut ......................................................................214 Editing a ShortCut ........................................................................215 Deleting a ShortCut ......................................................................215
Page viii Visor Handheld User Guide Appendix A: Maintaining Your Handheld Caring for your handheld ................................................................ 217 Battery considerations ...................................................................... 218 Resetting your handheld ................................................................. 219 Performing a soft reset ................................................................. 219 Performing a hard reset ............................................................... 220 Appendix B: Troubleshooting Tips Software installation problems ....................................................... 223 Operating problems.......................................................................... 223 Tapping and writing problems ....................................................... 225 Application problems....................................................................... 226 HotSync problems ............................................................................ 227 Beaming problems ............................................................................ 231 Password problems .......................................................................... 232 Technical support ............................................................................. 233 Appendix C: Creating a Custom Expense Report About mapping tables ...................................................................... 235 Customizing existing sample templates........................................ 236 Determining the layout of the Expense Report ............................ 237 Labels .............................................................................................. 237 Sections ........................................................................................... 238 Analyzing your custom Expense Report....................................... 239 Programming the mapping table ................................................... 240 Using applications other than Microsoft Excel............................. 244 Expense file details ........................................................................... 245 Appendix D: Non-ASCII Characters for Login Scripts Use of ^char ....................................................................................... 247 Carriage return and line feed .......................................................... 247 Literal characters ............................................................................... 248 Warranty and Other Product Information Handspring, Inc., Limited Warranty ............................................. 249 Handspring, Inc., End User Software License Agreement ......... 252 GNU Library General Public License ........................................ 254 FCC Statement................................................................................... 261 Canadian RFI Statement .................................................................. 261 Acknowledgments ............................................................................ 262 Index ........................................................................................................263
About This Guide Page 1 About This Guide Welcome to the Visor™ handheld computer. This guide is designed to help you get up and running quickly on your handheld. It describes all you need to know about how to use your Visor handheld and the applications that come with it. It walks you through: nLocating all the parts of your handheld nViewing and entering data nUsing your handheld with your computer nPersonalizing your handheld with your own preference settings After you become familiar with the basic functionality of your Visor handheld, you can use the rest of this guide as a reference for less common tasks, for maintaining your Visor handheld, and also as a source of information if you have problems operating it.