Handspring Visor Prism Handheld User Guide
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Page ii Visor™ Handheld User Guide Copyright Copyright © 2000 Handspring, Inc. All rights reserved. Portions copyright © 1998-2000 Palm, Inc. or its subsidiaries. All rights reserved. Handspring, Springboard, Visor, the Handspring logo, and the Springboard logo are trademarks of Handspring, Inc., and may be registered in some jurisdictions. Palm Computing, Graffiti, HotSync and Palm OS, are registered trademarks, and the HotSync logo, Palm, and the Palm Computing Platform logo, are trademarks of Palm, 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. Software download 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.
Page iii Contents About This Guide .................................................................................... 1 Chapter 1: Introduction to Your Visor Handheld ................................. 3 Getting to know your Visor handheld ...............................................3 What is a Visor handheld? ...............................................................3 System requirements ........................................................................4 Upgrade information ........................................................................4 Visor components .............................................................................6 Charging the battery .............................................................................9 Connecting the cradle .......................................................................9 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 Four ways to enter data ..................................................................17 Customizing your handheld ..............................................................21 Palm Desktop software ..................................................................22 Using your handheld with Microsoft Outlook ...........................23 Using your handheld with another PIM .....................................23 Installing a Springboard module ..................................................24 Chapter 2: Entering Data in Your Visor Handheld ............................. 25 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 Using an external keyboard ...............................................................36
Page iv Visor™ Handheld User Guide Chapter 3: Managing Your Applications .............................................37 Using the Applications Launcher..................................................... 37 Selecting applications ..................................................................... 37 Switching between applications ................................................... 37 Categorizing applications .............................................................. 37 Changing the Applications Launcher display ............................ 39 Choosing preferences ......................................................................... 40 Installing and removing applications .............................................. 40 Installing add-on applications ...................................................... 40 Installing games .............................................................................. 42 Removing applications .................................................................. 43 Removing Palm Desktop software ............................................... 44 Security ................................................................................................. 44 Assigning a password .................................................................... 45 Changing or deleting a password ................................................ 45 Locking your handheld ................................................................. 46 Recovering from a forgotten password ....................................... 47 Chapter 4: Overview of Basic Applications.........................................49 Date Book ............................................................................................. 50 Date Book Plus .................................................................................... 51 Address ................................................................................................ 52 To Do List ............................................................................................. 53 Memo Pad ............................................................................................ 54 Calculator ............................................................................................. 55 CityTime ............................................................................................... 56 Expense................................................................................................. 57 Chapter 5: Common Tasks ....................................................................59 Creating records .................................................................................. 59 Editing records .................................................................................... 60 Entering text .................................................................................... 60 Edit menu ......................................................................................... 60 Deleting records .................................................................................. 62 Other ways to delete records ........................................................ 62 Purging records ................................................................................... 63 Exchanging and updating data: HotSync operations .................... 64 Performing a HotSync operation for the first time .................... 64 Categorizing records .......................................................................... 66 System-defined and user-defined categories ............................. 67 Finding records ................................................................................... 70 Looking up Address records ........................................................ 70 Using Find ....................................................................................... 71 Using Phone Lookup ...................................................................... 72
Page v Sorting lists of records ........................................................................75 Making records private ......................................................................76 Hiding and masking private records ...........................................76 Attaching notes ....................................................................................79 Choosing fonts .....................................................................................80 Chapter 6: Application Specific Tasks .................................................81 Date Book .............................................................................................82 Scheduling an event ........................................................................82 Rescheduling an event ...................................................................86 Setting an alarm for an event ........................................................86 Scheduling repeating or continuous events ................................87 Changing the Date Book view .......................................................90 Working in Week View ..................................................................90 Working in Month View ................................................................92 Working in Agenda view ...............................................................92 Spotting event conflicts ..................................................................93 Date Book menus ............................................................................94 Date Book Plus .....................................................................................97 Working in Week View with Text ................................................97 Working in Year View ....................................................................98 Working in List View .....................................................................99 Working with floating events ........................................................99 Working with To Do items ..........................................................101 Using the Daily Journal ................................................................102 Using templates .............................................................................103 Using snooze alarms .....................................................................104 Selecting the default Date Book ..................................................104 Date Book Plus menus ..................................................................104 Address ...............................................................................................113 Creating an Address entry ...........................................................113 Duplicating an entry .....................................................................114 Selecting types of phone numbers ..............................................115 Changing Address Entry details .................................................115 Address menus ..............................................................................116 To Do List ...........................................................................................118 Setting priority ...............................................................................118 Checking off a To Do item ...........................................................119 Changing To Do item details .......................................................119 Setting a due date ..........................................................................120 To Do Show Options .....................................................................121 To Do List menus ..........................................................................122 Memo Pad...........................................................................................123 Reviewing memos .........................................................................123
Page vi Visor™ Handheld User Guide Memo Pad menus ......................................................................... 124 Calculator ........................................................................................... 125 Selecting the Calculator mode .................................................... 125 Using the Basic Calculator buttons ............................................ 125 Displaying Recent Calculations .................................................. 126 Using the Advanced Calculator mode ...................................... 126 Using the Advanced Calculator buttons ................................... 127 Creating a custom view ............................................................... 136 Calculator menus .......................................................................... 137 CityTime ............................................................................................. 138 Setting your home city ................................................................. 138 Selecting remote cities .................................................................. 139 Adding cities ................................................................................. 139 CityTime menus ............................................................................ 140 Expense............................................................................................... 141 Changing the date of an Expense item ...................................... 142 Entering receipt details ................................................................ 142 Customizing the Currency pick list ........................................... 143 Show Options ................................................................................ 145 Transferring your data to Microsoft Excel ................................ 146 Expense menus ............................................................................. 150 Chapter 7: Communicating Using Your Handheld ............................151 Managing desktop E-Mail away from your desk ........................ 151 Setting up Mail on the desktop ................................................... 152 Synchronizing Mail with your E-Mail application .................. 154 Opening the Mail application on your handheld .................... 154 Viewing e-mail items ................................................................... 154 Creating e-mail items ................................................................... 155 Looking up an address ................................................................ 158 Adding details to e-mail items ................................................... 159 Storing e-mail to be sent later ..................................................... 163 Editing unsent e-mail ................................................................... 163 Draft e-mail .................................................................................... 164 Filing e-mail ................................................................................... 165 Deleting e-mail .............................................................................. 166 Removing e-mail from the Deleted folder ................................ 166 Purging deleted e-mail ................................................................. 166 Message list options ..................................................................... 167 HotSync options ............................................................................ 169 Creating special filters ................................................................. 170 Truncating e-mail items ............................................................... 174 Mail menus .................................................................................... 175 Beaming information........................................................................ 176
Page vii Chapter 8: Advanced HotSync® Operations .................................... 179 Selecting HotSync setup options .....................................................179 Customizing HotSync application settings ...................................181 IR HotSync operations ......................................................................183 Preparing your computer for infrared communication ..........183 Configuring HotSync Manager for infrared communication .184 Performing an IR HotSync operation .........................................185 Returning to cradle HotSync operations ...................................186 Conducting a HotSync operation via modem...............................187 Preparing your computer ............................................................187 Preparing your handheld .............................................................188 Selecting the conduits for a modem HotSync operation .........190 Performing a HotSync operation via a modem ........................191 Conducting a HotSync operation via a network ..........................191 Connecting to your company’s dial-in server ...........................191 Performing a dial-in network HotSync operation ....................193 Performing a network HotSync operation via a LAN .............194 Using File Link ...................................................................................194 Creating a user profile ......................................................................195 Chapter 9: Setting Preferences for Your Handheld ......................... 197 Viewing preferences .........................................................................197 Buttons preferences ...........................................................................198 Pen preferences ..............................................................................198 HotSync buttons preferences .......................................................200 Connection preferences ....................................................................200 Connection Types ..........................................................................201 Setting modem configurations ....................................................202 Digitizer preferences .........................................................................204 Formats preferences ..........................................................................205 Country default .............................................................................205 Time, date, week start, and numbers formats ...........................205 General preferences...........................................................................206 Auto-off delay ................................................................................206 System, alarm, and game sounds ...............................................206 Network preferences and TCP/IP software..................................207 Selecting a service .........................................................................207 Entering a user name ....................................................................208 Entering a password .....................................................................209 Selecting a connection ..................................................................210 Adding telephone settings ...........................................................210 Connecting to your service ..........................................................213 Creating additional service templates .......................................214 Adding detailed information to a service template .................214
Page viii Visor™ Handheld User Guide Creating a login script .................................................................. 217 Deleting a service template ......................................................... 219 Network preferences menu commands .................................... 219 TCP/IP troubleshooting .............................................................. 220 Owner preferences............................................................................ 221 ShortCuts preferences ...................................................................... 222 Creating a ShortCut ...................................................................... 222 Editing a ShortCut ........................................................................ 223 Deleting a ShortCut ...................................................................... 223 Appendix A: Maintaining Your Handheld .........................................225 Caring for your handheld ................................................................ 225 Battery considerations ...................................................................... 226 Resetting your handheld ................................................................. 227 Performing a soft reset ................................................................. 227 Performing a warm reset ............................................................. 228 Performing a hard reset ............................................................... 228 Appendix B: Troubleshooting Tips.....................................................231 Software installation problems ....................................................... 231 Operating problems.......................................................................... 232 Tapping and writing problems ....................................................... 233 Application problems....................................................................... 234 HotSync problems ............................................................................ 235 Beaming problems ............................................................................ 239 Password problems .......................................................................... 240 Technical support ............................................................................. 241 Appendix C: Creating a Custom Expense Report .............................243 About mapping tables ...................................................................... 243 Customizing existing sample templates........................................ 244 Determining the layout of the Expense Report ............................ 245 Labels .............................................................................................. 245 Sections ........................................................................................... 246 Analyzing your custom Expense Report....................................... 247 Programming the mapping table ................................................... 248 Using applications other than Microsoft Excel............................. 252 Expense file details ........................................................................... 253 Appendix D: Non-ASCII Characters for Login Scripts ......................255 Use of ^char ....................................................................................... 255 Carriage return and line feed .......................................................... 255 Literal characters ............................................................................... 256
Page ix Warranty and Other Product Information ....................................... 257 Handspring, Inc. Limited Warranty ...............................................257 Handspring, Inc. End User Software License Agreement...........260 GNU Library General Public License .........................................262 FCC Statement ...................................................................................269 Canadian RFI Statement ...................................................................269 Acknowledgments ............................................................................270 Index .................................................................................................... 271