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Palm M125 Handheld Instructions Manual

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    							Chapter 6 Page 153
    Performing a HotSync operation via a modem
    After you prepare your computer and your handheld, and select your 
    Conduit Setup options, you are ready to perform a modem HotSync 
    operation.
    To perform a modem HotSync operation:
    1. Tap the Applications icon  . 
    2. Tap the HotSync icon  . 
    3. Tap the Modem icon   to dial the Palm Desktop modem and 
    synchronize the applications.
    4. Wait for the HotSync operation to complete. If you have any 
    problems conducting a successful HotSync operation, see 
    Appendix B.
    Using File Link
    The File Link feature enables you to import Address Book and Memo 
    Pad information onto your handheld from a separate external file such 
    as a company phone list. HotSync Manager stores the data in a 
    separate category on your Palm Desktop software and your handheld. 
    You can configure the File Link feature to check for changes to the 
    external file when you perform a HotSync operation. 
    With File Link, you can import data stored in any of the following 
    formats:
    nComma-separated (*.csv)
    nMemo Pad archive (*.mpa)
    nAddress Book archive (*.aba)
    nText (*.txt)
    For information on how to set up a file link, see the Palm Desktop 
    online Help.
    Note:
    The File Link feature is not available in Palm Desktop software 
    for the Macintosh.
    Creating a user profile
    A user profile enables you to install the same set of data onto multiple 
    Palm OS handhelds before each handheld is individualized with a 
    specific user name and data file.
    A handheld that is preconfigured with a user profile can be given to 
    anyone because the handheld is not yet identified by a unique user  
    						
    							Page 154  Advanced HotSync® Operations
    name. The handheld acquires a unique user name when the new user 
    performs his or her first local HotSync operation.
    For example, suppose a sales organization wants to distribute two 
    dozen handhelds that all have a common company phone list, a set of 
    memos, and several key applications. A user profile can be created to 
    install the common data before the handhelds are distributed to the 
    employees who will use them. Then when the employees perform 
    their first HotSync operation, the common data becomes part of their 
    individual data file.
    Note:
    The handhelds that are synchronized with a user profile must 
    either be new ones that have never been synchronized or 
    handhelds that have had their user name and data removed 
    by a hard reset.
    To create a user profile on a Windows computer:
    1. Open Palm Desktop software.
    2. From the Tools menu, choose Users.
    3. Click Profiles. 
    4. Click New.
    5. Enter a unique name for the profile and click OK. 
    6. Repeat steps 3 and 4 for each profile that you want to create, and 
    then click OK to return to Palm Desktop software.  
    						
    							Chapter 6 Page 155
    7. Select the profile from the User list and create the data for the 
    profile (e.g., company phone list, etc.).
    To create a user profile on a Macintosh:
    1. Open Palm Desktop software.
    2. From the User pop-up menu, choose Edit Users.
    3. Click New Profile.
    4. Enter a unique name for the profile and click OK.
    5. Close the Users window.
    6. From the User pop-up menu, choose the new profile.
    7. Create the data for the profile (such as a company phone list).
    8. From the HotSync menu, choose Conduit Settings.
    9. Select the conduit settings for the profile. See “Customizing 
    HotSync application settings”earlier in this chapter for details. 
    						
    							Page 156  Advanced HotSync® Operations
    Performing the first HotSync operation with 
    a user profile
    To use a profile for the first-time HotSync operation 
    on a Windows computer:
    1. Connect the new handheld to the cradle/cable.
    2. Press the HotSync button   on the cradle/cable.
    3. Click Profiles.
    4. Select the profile you want to load on the handheld, and click OK.
    5. Click Yes to transfer all the profile data to the handheld.
    The next time you perform a HotSync operation, Palm Desktop 
    software prompts you to assign a user name to the handheld.
    To use a profile for the first-time HotSync operation 
    on a Macintosh:
    1. Connect the new handheld to the cradle/cable.
    2. Press the HotSync button   on the cradle/cable.
    3. Select the profile you want to load on the handheld, and click OK 
    to transfer all the profile data to the handheld.
    The next time you perform a HotSync operation with this handheld, 
    Palm Desktop software prompts you to assign a user name to the 
    handheld. 
    						
    							Chapter 7 Page 157
    Chapter 7
    Setting Preferences for 
    Your Handheld
    The Preferences screens enable you to customize the configuration 
    options on your handheld, including the following:
    Viewing preferences
    To open the Preferences screens:
    1. Tap the Applications icon  . 
    2. Tap the Preferences icon  . 
    3. Tap the pick list in the upper-right corner of the screen.
    4. Select the Preferences screen you want to view.
    GeneralSet the auto shut-off interval, the system, alarm, and 
    game sounds, and the Beam Receive feature.
    Date and 
    TimeSet the date, time, time zone, and Daylight Saving 
    switch.
    FormatsSet the country default and the formats for dates, 
    times, calendar, and numbers.
    ConnectionConfigure cradle/cable, modem, and infrared 
    communication settings.
    OwnerAssign your name, phone number, and other owner 
    information to your handheld.
    ButtonsAssign different applications to the buttons on the 
    front panel of your handheld and the HotSync® 
    button on the cradle/cable, and reassign the full-
    screen pen stroke command.
    ShortCutsDefine a list of Graffiti® abbreviations.
    DigitizerCalibrate the screen on your handheld. 
    						
    							Page 158  Setting Preferences for Your Handheld
    Buttons preferences
    The Buttons Preferences screen enables you to associate different 
    applications with the buttons on the front of the handheld. 
    For example, if you find that you seldom use To Do List and often use 
    Memo Pad, you can assign the To Do List button to start Memo Pad.
    Any changes you make in the Buttons Preferences screen become 
    effective immediately; you do not have to change to a different screen 
    or application.
    If you assign a different application to a button, you can still access the 
    original application using the Applications Launcher. 
    To change the Buttons preferences:
    1. Tap the pick list next to the button you want to re-assign.
    2. Tap the application that you want to assign to the button.
    Tip:
    To restore all of the buttons to their factory settings, tap Default.
    Tap arrow to 
    show pick list 
    						
    							Chapter 7 Page 159
    Pen preferences
    The Buttons Preferences screen enables you to change the assignment 
    of the full-screen pen stroke. By default, the full-screen pen stroke 
    activates Graffiti Help.
    To change the Pen preferences:
    1. Tap Pen.
    2. Tap the pick list and select one of the following settings for the full-
    screen pen stroke:
    BacklightTurns on the backlight of your handheld.
    KeyboardOpens the onscreen keyboard for entering text 
    characters.
    Graffiti HelpOpens a series of screens that show the 
    complete Graffiti character set.
    Drag to top of screen 
    						
    							Page 160  Setting Preferences for Your Handheld
    3. Tap OK.
    HotSync buttons preferences
    The Buttons Preferences screen also enables you to associate different 
    applications with the HotSync button on the cradle/cable and the 
    HotSync button on the optional PalmModem
    ® accessory. Any changes 
    that you make in the HotSync Buttons dialog box become effective 
    immediately; you do not have to change to a different screen or 
    application.
    To change the HotSync buttons preferences:
    1. Tap HotSync. 
    2. Tap the pick list next to the button you want to assign.
    3. Tap the application that you want to assign to each button. 
    The default setting for each button is the HotSync setting, which 
    means the cradle/cable and optional PalmModem accessories 
    perform their normal HotSync functions.
    4. Tap OK.
    Turn Off & 
    LockTurns off and locks the handheld. You must 
    assign a password to lock the handheld. When 
    locked, you need to enter the password to use 
    your handheld.
    Beam DataBeams the current record to another Palm OS® 
    handheld.
    Tap arrow 
    to show 
    pick list 
    						
    							Chapter 7 Page 161
    Digitizer preferences
    The Digitizer Preferences screen opens the digitizer calibration screen. 
    This is the same screen that appears when you start your handheld for 
    the first time. 
    You can recalibrate your screen after a hard reset, or if your digitizer 
    drifts.
    Formats preferences
    Use the Formats Preferences screen to set the country default and the 
    display format of the dates, times, and numbers on your handheld. 
    Country default
    The country default sets date, time, week start day, and number 
    conventions based on geographic regions where you might use your 
    handheld. For example, in the United Kingdom, time often is 
    expressed using a 24-hour clock. In the United States, on the other 
    hand, time is expressed using a 12-hour clock with an am or pm suffix.
    All your handheld applications use the Country default settings. You 
    can, however, customize your own preferences as described in “Time, 
    date, week start, and numbers formats” later in this chapter.
    To set the country default:
    1. Tap the country name pick list.
    2. Tap the setting you want to use.  
    						
    							Page 162  Setting Preferences for Your Handheld
    Time, date, week start, and numbers formats
    The Time setting defines the format for the time of day. The time 
    format that you select appears in all applications on your handheld. 
    To select the time, date, week start, and numbers format:
    1. Tap the Time pick list and select a format. 
    2. Tap the Date pick list and select a format.
    3. Tap the Week starts pick list, and select whether you want the first 
    day of the week to be Sunday or Monday. 
    Note:
    This setting controls the Day, Week, and Month views in 
    Date Book and all other aspects of your handheld that 
    display a calendar.
    4. Tap the Numbers pick list, and select formats for the decimal point 
    and thousands separator.
    General preferences
    The General Preferences screen enables you to set the auto shutoff 
    interval, alarm options, sounds for your handheld, and the Beam 
    Receive feature. 
    Auto-off delay
    Your handheld has an automatic shutoff feature that turns off the 
    power and backlight after a period of inactivity. This feature helps 
    conserve battery power in case you forget to turn off your handheld.
    If you find that your handheld shuts itself off before you finish 
    reviewing the information on the screen, you should increase the time 
    setting of the automatic shutoff feature. 
    						
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