Palm M500 Handheld Instructions Manual
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Appendix B Page 241 I tried to do a local HotSync operation, but it did not complete successfully. (continued)On a Windows computer, try each step in turn: nMake sure HotSync Manager is running. If it is running, close it, and restart it. nMake sure you selected Local USB or Local Serial, as appropriate, from the HotSync Manager menu. nIf you are using the serial cradle, make 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 HotSync cradle. nIf you are using the serial cradle, try a lower baud rate setting on the Local tab in the Setup dialog. nIf you are using the serial cradle, make sure you aren’t running a program, such as America Online, CompuServe, or WinFax, that uses the serial port you selected in the Setup dialog box. On a Macintosh, try each step in turn: nMake sure HotSync Manager is enabled on the HotSync Controls tab in the HotSync Software Setup window. nIf you are using the optional serial cradle, make sure you selected Local on the Serial Port Settings tab in the HotSync software settings window, and that the Local Setup port matches the port where your HotSync cradle is connected. nIf you are using the optional serial cradle, try a lower Speed setting on the Serial Port Settings tab.
Page 242 Frequently Asked Questions I tried to do a local HotSync operation, but it did not complete successfully. (continued)nIf you are using the optional serial cradle, make sure you aren’t running a program, such as America Online, fax or telephony software, or AppleTalk networking that uses the serial port you selected in the Serial Port Settings tab. 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 outgoing phone line. nMake sure the modem you are using with your handheld has an on-off switch. Your handheld cannot “wake up” a modem that has an auto-off feature. nMake sure the modem is connected properly to your computer and is connected to the incoming phone line. On a Windows computer, check the following: nMake sure Modem is checked in the HotSync Manager menu. 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 works for your modem. If you have problems using the As Fast As Possible option or a specific speed, try using a slower speed.
Appendix B Page 243 I tried to do a modem HotSync operation, but it did not complete successfully. (continued)nMake sure you are not running another program, such as WinFax, CompuServe, or America Online that uses the serial port you selected in the Setup dialog box. nMake sure your modem resets before you try again. (Turn off your modem, wait a minute, then turn it back on.) On a Macintosh, check the following: nMake sure Modem is selected on the Serial Port Settings tab in the HotSync Software Setup window. nYou may need to select a different Modem type or enter a Custom setup string on the Serial Port Settings tab. Most modems have a setup string that causes them to send initial connection sounds to a speaker. You can turn on the Modem Speaker option and use these sounds to check the modem connection. nMake sure you are not running another program, such as America Online, fax or telephony software, or AppleTalk networking that uses the serial port you selected in the Serial Port Settings tab. 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 handheld: nConfirm that the telephone cable is securely attached to your modem. 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 handheld and entered the correct code.
Page 244 Frequently Asked Questions I tried to do a modem HotSync operation, but it did not complete successfully. (continued)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 handheld and entered the correct code. nMake sure the telephone line you are using is not noisy, which can interrupt communications. nCheck the batteries in your modem and replace them if necessary. I can’t perform an IR HotSync operation.nOn a Windows computer, be sure the HotSync Manager is running and the Serial Port for local operations is set to the simulated port for infrared communication. See “IR HotSync operations” in Chapter 7 for details. nOn a Macintosh, make sure the infrared communications extensions have been installed in the Extensions folder inside the System Folder. Next, open the HotSync Software Setup window and be sure HotSync Manager is enabled and that the Local Setup Port is set to Infrared Port. See “IR HotSync operations” in Chapter 7 for more information. nOn your handheld, be sure the HotSync application is set to Local, with the option IR to PC/Handheld. nBe sure the IR port of your handheld is aligned directly opposite to, and within a few inches of, the infrared device of your computer. nIR HotSync operations do not work after you receive a low battery warning. Check the battery power of your handheld. Recharge the internal battery.
Appendix B Page 245 My handheld appears to freeze when I place it near my computer.Move your handheld away from the computer’s infrared port. When I press the HotSync button on the cradle, nothing happens on Palm Desktop software and my handheld times out.n Make a copy of your Palm folder. Uninstall, then reinstall Palm Desktop software. nTurn on your handheld and tap the Applications icon. Tap the HotSync icon, then tap Local. When I perform a HotSync operation, my information does not transfer to Palm Desktop software.nIf you have performed a HotSync operation successfully, but you cannot find the data from your handheld on Palm Desktop software, check to see you have the correct user name selected for viewing data. nOn a Windows computer, click the HotSync Manager and choose Custom. Check that all conduits are set to synchronize files. nOn a Macintosh, double-click the HotSync Manager icon. From the HotSync menu, choose Conduit Settings. Select your user name from the User pop-up menu, and check that the correct conduit is active. My handheld displays the message “Waiting for sender” when it’s near my computer’s infrared port.nYour computer’s infrared port may be set to search automatically for the presence of other infrared devices. Consult the documentation for your operating system for information about turning off this option. nIn some cases, simply moving your handheld away from the computer’s infrared port solves the problem.
Page 246 Frequently Asked Questions Beaming problems I want to synchronize my computer with more than one handheld.nIf the computer running Palm Desktop software synchronizes with more than one handheld, each handheld must have a unique name. Assign a user name to your handheld the first time you perform a HotSync operation. nPlease be aware that synchronizing more than one handheld with the same user name causes unpredictable results and, potentially, loss of your personal information. ProblemSolution I cannot beam data to another Palm OS handheld.nConfirm that your handheld and the other Palm OS handheld are between ten centimeters (approximately 4) and one meter (approximately 39) apart, and that the path between the two handhelds is clear of obstacles. Beaming distance to other Palm OS handhelds may be different. n Move your handheld closer to the receiving handheld. When someone beams data to my handheld, I get a message telling me it is out of memory.n Your handheld 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. nPerform a soft reset. See “Performing a soft reset” in Appendix A for more information.
Appendix B Page 247 Recharging problems Password problems ProblemSolution When I place my handheld in the cradle, the LED indicator does not go on.nConfirm that your handheld is well seated in the cradle. nConfirm that your recharger cable is properly connected to the back of the cradle’s USB or serial port connector that plugs into your computer. nConfirm that your recharger is plugged into an AC outlet that has power. ProblemSolution I forgot the password, and my handheld is not locked.nFirst, use the password hint to try and remember the password. If this does not help, or if you do not have a password hint, you can use Security to delete the password, but your handheld deletes all entries marked as private. However, if you perform a HotSync operation before you delete the password: the HotSync process backs up all entries, whether or not they are marked private. Then, you can follow these steps to restore your private entries: 1.Use the Palm Desktop software and the cradle or infrared communi- cation to synchronize your data. 2.Tap Forgotten Password in Securi- ty to remove the password and de- lete all private records. 3.Perform a HotSync operation to synchronize your data and restore the private records by transferring them from your computer to your handheld.
Page 248 Frequently Asked Questions Technical support 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. 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 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 handheld 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. Note:Thousands of third-party add-on applications have been written for the Palm OS handhelds. 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. 4. Tap Version to see version numbers, and tap Size to see the amount of free memory in kilobytes. I forgot the password and my handheld is locked.nFirst, use the password hint to try and remember the password. If this does not help, or if you do not have a password hint, you must perform a hard reset to continue using your handheld. See “Performing a hard reset” in Appendix A for more information.
Appendix C Page 249 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 software Expense application. In simple terms, the Expense application is designed to move Expense data from your handheld into a Microsoft Excel spreadsheet. Each Expense item stored in your handheld represents a group of related data. You can associate the following data with an expense item: nCategorynPayment Currency nDatenVendor nExpense TypenCity nAmountnAttendees nPayment MethodnNote When you perform a HotSync ® operation between your handheld 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 the Excel macro how large the spreadsheet is and provides the data- cell layout of the Excel template used for the Expense Report.
Page 250 Creating a Custom 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 the Palm Desktop software application). 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 handheld data. For example, you can change “Snack” to “Munchies,” and then all items entered on your handheld as “Snack” map to the cell(s) labeled “Munchies.” 4. From the File menu, choose Save As.