Palm M130 Handheld Instructions Manual

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To perform a local HotSync operation on a Windows computer:
1.Connect your handheld to the cradle/cable.
2.If the HotSync Manager is not running, start it: On the Windows desktop, click 
Start, and then choose Programs. Navigate to the Palm Desktop software 
program group and choose HotSync Manager. Alternatively, you can start the 
Palm Desktop software which automatically opens the HotSync Manager. 
3.Press the HotSync button  ™ on the cradle/cable.
IMPORTANTThe first time you perform a HotSync operation, you must enter a 
user name in the New User dialog box and click OK. Every handheld should have 
a unique name. To prevent loss of a user ’s records, never try to synchronize more 
than one handheld to the same user name.
Shown with a cradle. 
Some models use a 
cable in place of the 
cradle.
HotSync 
button 
						

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The HotSync Progress dialog box appears and synchronization begins. 
 
4.Wait for a message on your handheld indicating that the process is complete.
After the HotSync process is complete, you can remove your handheld from the 
cradle/cable.
TIPGently rock your handheld forward in the cradle and then lift it to remove.
Performing a HotSync operation for the first time: 
Mac computer
When you installed Palm Desktop software, you entered a user name. This user 
name is the connection between your handheld and your computer. 
The first time you perform a HotSync operation the Palm Desktop software: 
nAdds a user name to your handheld.
nCreates a folder for the user name in the Users folder inside the Palm folder. For 
example, if you entered Jane Garcia as your user name, a folder called Jane 
Garcia is created in the Users folder.
nCreates a file named User Data in your user name folder. 
NOTEUser names appear in the User pop-up on the right side of the toolbar. You can 
change users by selecting a new name in the pop-up menu. 
Each subsequent time you perform a HotSync operation, HotSync Manager reads 
the user name from your handheld and synchronizes the data in the folder of the 
same name.
NOTEBe sure you select the correct user name from the User pop-up before 
entering data on Palm Desktop or performing a HotSync operation. 
						

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If you are a System Administrator preparing several handhelds for a group of 
users, you may want to create a user profile. See “Creating a user profile” in 
Chapter 6 before performing the following steps.
IMPORTANTYou must perform your 
first HotSync operation with a local, direct 
connection, or with infrared communication.
The following steps assume that you have already installed Palm Desktop 
software. See “Palm Desktop software” in Chapter 1 if you have not installed this 
software.
To perform a local HotSync operation on a Mac computer:
1.Connect your handheld to the cradle/cable.
2.Make sure HotSync Manager is enabled: Double-click the HotSync Manager 
icon in the Palm folder. Click the HotSync Controls tab and make sure the 
Enabled option is selected.
3.Press the HotSync button   on the cradle/cable.
The HotSync Progress dialog box appears followed by the Select User dialog 
box.
Shown with a cradle. 
Some models use a 
cable in place of the 
cradle.
HotSync 
button 
						

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4.In the Select User dialog box, select the user name you entered when you 
installed the Palm Desktop software, and click OK.
The HotSync Progress dialog box reappears and synchronization begins.
5.Wait for a message on your handheld indicating that the process is complete.
After the HotSync process is complete, you can remove your handheld from the 
cradle/cable.
TIPGently rock your handheld forward in the cradle and then lift it to remove.
Beaming information
Your handheld is equipped with an IR (infrared) port that you can use to beam 
information to another Palm OS handheld that’s close by and also has an IR port. 
The IR port is located at the top of the handheld, behind the small dark shield. 
You can beam the following information between Palm OS handhelds:
nThe record currently displayed in Date Book, Address Book, To Do List, Note 
Pad, or Memo Pad
nAll records of the category currently displayed in Address Book, To Do List, 
Note Pad, or Memo Pad
nA special Address Book record that you designate as your business card, 
containing information you want to exchange with business contacts
nAn application installed in RAM memory
nAn application installed on an expansion card that is seated in the card slot
NOTEYou can also perform HotSync operations using the IR port. See “IR HotSync 
operations” in Chapter 6 for more details. 
						

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To select a business card:
1.Create an Address Book record that contains the information you want on your 
business card.
2.Tap the Menu icon  .
3.Tap Record, and then tap Select Business Card.
4.Ta p  Ye s .
To beam a record, business card, or category of records:
1.Locate the record, business card, or category you want to beam.
2.Tap the Menu icon  .
3.Tap Record, and then tap one of the following:
The Beam command for an individual record
In Address Book only: Beam Business Card
Beam Category
TIPYou can also beam a business card by holding down the Address Book 
application button   until the Beam Status dialog box appears.
4.When the Beam Status dialog box appears, point the IR port directly at the IR 
port of the receiving handheld.
TIPFor best results, handhelds should be between 10 centimeters 
(approximately 4 inches) and 1 meter (approximately 39 inches) apart, and the 
path between the two handhelds must be clear of obstacles. Beaming distance 
to other Palm OS handhelds may be different.
5.Wait for the Beam Status dialog box to indicate that the transfer is complete 
before you continue working on your handheld.
To beam an application:
1.Open the Applications Launcher.
2.Tap the Menu icon  .
3.Tap App, and then tap Beam.
4.Select either Handheld or Card from the Beam From pick list. 
						

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5.Tap the application you want to transfer.
NOTESome applications are copy-protected and cannot be beamed. These 
are listed with a lock icon next to them.
6.Ta p  B e a m .
7.When the Beam Status dialog box appears, point the IR port directly at the IR 
port of the receiving handheld.
8.Wait for the Beam Status dialog box to indicate that the transfer is complete 
before you continue working on your handheld.
To receive beamed information:
1.Turn on your handheld.
2.Point the IR port directly at the IR port of the transmitting handheld to open the 
Beam dialog box.
3.Select a category for the incoming information, create a new category, or leave 
the information unfiled.
4.Ta p  Ye s .  
Tips on beaming information
nYou can set the full-screen pen stroke to beam the current entry.
See “Pen preferences” in Chapter 7 for more information. 
nYou can draw the Graffiti Command stroke to activate the Command toolbar, 
and then tap the beam icon. 
You can use the Graffiti Command stroke “/ B” to beam the current entry.
Categorizing records
Categorize records in the Address Book, To Do List, Note Pad, and Memo Pad 
applications so that they are grouped logically and are easy to review. (You can also 
categorize applications. See “Using the Applications Launcher” in Chapter 3 for 
more information.)
When you create a record, your handheld automatically places it in the category 
that is currently displayed. If the category is All, your handheld assigns it to the 
Unfiled category. You can leave an entry as Unfiled or assign it to a category at any 
time. 
						

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System-defined and user-defined categories
By default, your handheld includes system-defined categories, such as All and 
Unfiled, and user-defined categories, such as Business and Personal. 
You cannot modify the system-defined categories, but you can rename and delete 
the user-defined categories. In addition, you can create your own user-defined 
categories. You can have a maximum of 15 user-defined categories in each 
application. 
NOTEWhen you have an expansion card properly seated in the expansion card slot, 
the last item in the category pick list will be the name of the expansion card. You 
cannot otherwise categorize applications that reside on an expansion card.
Address Book contains the QuickList user-defined category, in which you can store 
the names, addresses, and phone numbers you might need in emergencies (doctor, 
fire department, lawyer, etc.).
NOTEThe illustrations in this section come from Address Book, but you can use 
these procedures in all the applications in which categories are available. 
To move a record into a category:
1.Select the record you want to categorize.
2.In Address Book only: Tap Edit.
In Note Pad only: Tap the Menu icon  , and then tap Options.
3.Tap Details.
4.Tap the Category pick list to display the list of available categories.
5.Select the category for the record.
6.Ta p  O K .
NOTEIn Address Book, Note Pad, and Memo Pad you can tap the category name in 
the upper-right corner of the screen and select a new category for the item. 
						

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To display a category of records:
1.Tap the category pick list in the upper-right corner of the list screen.
NOTEIn the Date Book Agenda view, the pick list is in the upper- right corner 
of the To Do list. 
2.Select the category you want to view.
The list screen now displays only the records assigned to that category.
TIPPressing an application button on the front panel of the handheld toggles 
through all the categories of that application.
To define a new category:
1.Tap the category pick list in the upper-right corner of the list screen.
2.Tap Edit Categories. 
Ta p  h e r e
Tap here 
						

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3.Ta p  N e w.
4.Enter the name of the new category, and then tap OK.
5.Ta p  O K .
You can assign any of your records to the new category.
To rename a category:
1.Tap the category pick list in the upper-right corner of the list screen.
2.Tap Edit Categories. 
3.Select the category that you want to rename, and then tap Rename.
4.Enter the new name for the category, and then tap OK.
5.Ta p  O K . 
						

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TIPYou can group the records in two or more categories into one category by giving 
the categories the same name. For example, if you change the name of the Personal 
category to Business, all records formerly in the Personal category appear in the 
Business category.
Finding information
Your handheld offers several ways to find information quickly:
nAll applications that reside on your handheld: Find locates any text that you 
specify, always starting with the current application.
NOTEFind does not search through applications on expansion cards.
nDate Book, To Do List, Memo Pad: Phone Lookup displays the Address list 
screen and lets you add the information that appears in this list to a record.
nAddress Book: The Look Up line lets you enter the first letters of a name to scroll 
immediately to that name.
Looking up Address Book records
When working with Address Book, the scroll button on the front panel of the 
handheld makes it easy to navigate among your address entries. 
nIn the Address list screen, the scroll button moves up or down an entire screen 
of records. If you hold down the scroll button, you accelerate the scrolling and 
display every third screen.
nIn the Address view screen, the scroll button moves to the previous or next 
address record.
You can also use the Address list Look Up feature to quickly scroll to any of your 
Address Book entries. 
To look up an Address Book record:
1.Display the Address list screen.
2.Enter the first letter of the name you want to find.
The list scrolls to the first entry that begins with that letter. If you write another 
letter, the list scrolls to the first entry that starts with those 
two letters. For 
Look Up line