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Palm M505 Color Handhelds Instructions Manual

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    							Handbook
    for 
    Palm
    ™ m500 Series Handhelds 
    						
    							Page ii  Handbook for Palm™ m500 Series Handhelds 
    						
    							Page iii
    Copyright
    Copyright © 1998-2001 Palm, or its subsidiaries. All rights reserved. Graffiti, HotSync,
    PalmConnect, and Palm OS are registered trademarks, and the HotSync logo, Palm, 
    PalmModem, and the Palm logo are trademarks of Palm, Inc. or its subsidiaries. Other
    product and brand names may be trademarks or registered trademarks of their 
    respective owners.
    Disclaimer and Limitation of Liability
    Palm, Inc. and its subsidiaries assume no responsibility for any damage or loss resulting
    from the use of this handbook.
    Palm, Inc. and its subsidiaries assume no responsibility for any loss or claims by third
    parties which may arise through the use of this software. Palm, Inc. and its subsidiaries
    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 End User Software License Agreement with this product be-
    fore using the accompanying software program(s). Using any part of the software indi-
    cates that you accept the terms of the End User Software License Agreement.
    HotSync® Cradle and Adapters and 
    Software Download Available
    The HotSync® cradle supplied with your handheld fits a USB connector. If you do not
    have a USB port available on your computer, you can order a 9-pin serial cradle and the
    following types of adapters: 25-pin serial adapter (for use with Windows computers),
    or a Macintosh serial adapter. To order a HotSync cradle or adapters, go to the web site: 
    http://www.palm.com.
    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
    http://www.palm.com.
    P/N: 406-2907-A-US     
    						
    							Page iv  Handbook for Palm™ m500 Series Handhelds 
    						
    							Contents Page v
    Contents
    About This Book: ............................................................. 1
    Chapter 1: Introduction to Your Handheld ...................... 3
    Getting to know your Palm m500 series handheld ..........................3
    What is a Palm m500 series handheld? ...........................................3
    System requirements .........................................................................4
    Palm m500 series components ........................................................ 5
    Upgrading from another Palm OS handheld ....................................9
    Preparing to use your handheld .........................................................9
    Connecting the HotSync cradle..................................................... 10
    Charging your handheld................................................................ 11
    Palm™ Desktop software .............................................................. 12
    Using your handheld with another PIM ..................................... 14
    Tapping and typing ............................................................................15
    Tap with the stylus to get things done ......................................... 15
    Elements of the handheld interface .............................................. 16
    Opening applications ..................................................................... 17
    Using menus .................................................................................... 19
    Entering data.................................................................................... 21
    Customizing your handheld..............................................................25
    Chapter 2: Entering Data in Your Handheld .................. 29
    Using Graffiti writing to enter data ..................................................29
    Writing Graffiti characters ..............................................................29
    Graffiti tips  .......................................................................................31
    The Graffiti® alphabet ....................................................................31
    Writing capital letters  .....................................................................32
    Writing numbers  .............................................................................33
    Graffiti numbers  ..............................................................................33
    Writing punctuation marks  ...........................................................34
    Additional Graffiti punctuation  ....................................................34
    Writing symbols and extended characters  ..................................35
    Writing accented characters  ..........................................................35
    Accent strokes  ..................................................................................36
    Additional non-English characters  ...............................................36
    Navigation strokes  ..........................................................................36
    Graffiti ShortCuts  ............................................................................37
    Using the onscreen keyboard ............................................................37
    Using Note Pad ....................................................................................38
    Using your computer keyboard ........................................................38
    Importing data .....................................................................................39 
    						
    							Page vi  Handbook for the Palm™ m500 Series Handheld
    Importing data from a Windows computer  ............................... 39
    Importing data from a Macintosh  ................................................ 40
    Chapter 3: Managing Your Applications ....................... 43
    Using the Applications Launcher ..................................................... 43
    Selecting applications ..................................................................... 43
    Switching between applications  ................................................... 43
    Categorizing applications .............................................................. 43
    Changing the Applications Launcher display ............................ 44
    Choosing preferences ......................................................................... 45
    Installing and removing applications .............................................. 46
    Installing add-on applications  ...................................................... 46
    Removing applications  .................................................................. 50
    Removing Palm Desktop software ............................................... 51
    Security ................................................................................................. 52
    Assigning a password  .................................................................... 52
    Changing or deleting a password  ................................................ 53
    Locking your handheld  ................................................................. 54
    Recovering from a forgotten password  ....................................... 56
    Chapter 4: Using Expansion Features............................ 59
    Inserting an expansion card .............................................................. 59
    Removing an expansion card ............................................................ 60
    Opening expansion card applications ............................................. 60
    Switching between your handheld and an expansion card ......... 61
    Copying applications to an expansion card.................................... 61
    Deleting applications from an expansion card ............................... 62
    Card Info .............................................................................................. 63
    Reviewing card information  ......................................................... 63
    Renaming a card  ............................................................................. 64
    Formatting a card  ........................................................................... 64
    Card Info menus  ............................................................................. 64
    Chapter 5: Using Your Basic Applications .................... 67
    Overview of basic applications ......................................................... 67
    Date Book  ......................................................................................... 67
    Address Book  .................................................................................. 68
    To Do List ......................................................................................... 69
    Note Pad ........................................................................................... 70
    Memo Pad  ........................................................................................ 71
    Calculator ......................................................................................... 71
    Expense ............................................................................................ 72
    Clock ................................................................................................. 72
    Common tasks ..................................................................................... 73 
    						
    							Contents Page vii
    Creating records  ..............................................................................73
    Editing records  ................................................................................73
    Deleting records  ..............................................................................75
    Purging records  ...............................................................................76
    Exchanging and updating data: HotSync operations  ................77
    Categorizing records  ......................................................................82
    Finding information ........................................................................86
    Sorting lists of records  ....................................................................90
    Making records private  ..................................................................92
    Attaching notes ................................................................................94
    Choosing fonts  .................................................................................95
    Reviewing Reminders  ....................................................................96
    Application-specific tasks ..................................................................97
    Date Book  .........................................................................................97
    Address Book .................................................................................111
    To Do List  .......................................................................................117
    Note Pad  .........................................................................................122
    Memo Pad  ......................................................................................125
    Calculator .......................................................................................128
    Clock ...............................................................................................130
    Expense ...........................................................................................132
    Chapter 6: Communicating Using Your Handheld....... 143
    Managing desktop E-Mail away from your desk .........................143
    Setting up Mail on the desktop  ...................................................144
    Synchronizing Mail with your E-Mail application  ..................146
    Opening the Mail application on your handheld .....................146
    Viewing e-mail items  ....................................................................146
    Creating e-mail items ....................................................................147
    Looking up an address  .................................................................150
    Adding details to e-mail items  ....................................................151
    Storing e-mail to be sent later  ......................................................154
    Editing unsent e-mail  ...................................................................154
    Draft e-mail  ....................................................................................155
    Filing e-mail  ...................................................................................156
    Deleting e-mail  ..............................................................................157
    Removing e-mail from the Deleted folder .................................157
    Purging deleted e-mail  .................................................................157
    Message list options  ......................................................................158
    HotSync options  ............................................................................159
    Creating special filters  ..................................................................161
    Truncating e-mail items  ...............................................................165
    Mail menus .....................................................................................166
    Beaming information ........................................................................167 
    						
    							Page viii  Handbook for the Palm™ m500 Series Handheld
    Chapter 7: Advanced HotSync® Operations ............... 171
    Selecting HotSync setup options .................................................... 171
    Customizing HotSync application settings ................................... 178
    IR HotSync operations ..................................................................... 181
    Preparing your computer for infrared communication  .......... 181
    Configuring HotSync Manager for infrared communication  182
    Performing an IR HotSync operation  ........................................ 184
    Returning to cradle HotSync operations  ................................... 185
    Conducting a HotSync operation via modem .............................. 186
    Preparing your computer  ............................................................ 186
    Preparing your handheld  ............................................................ 189
    Selecting the conduits for a modem HotSync operation  ........ 190
    Performing a HotSync operation via a modem ........................ 191
    Conducting a HotSync operation via a network .......................... 192
    Connecting to your company’s dial-in server  .......................... 192
    Performing a network HotSync operation ................................ 195
    Using File Link .................................................................................. 195
    Creating a user profile...................................................................... 196
    Chapter 8: Setting Preferences for Your Handheld ..... 199
    Viewing preferences ......................................................................... 200
    Buttons preferences .......................................................................... 200
    Pen preferences  ............................................................................. 201
    HotSync buttons preferences  ...................................................... 202
    Digitizer preferences ........................................................................ 203
    Formats preferences ......................................................................... 203
    Country default  ............................................................................. 203
    Time, date, week start, and numbers formats  .......................... 204
    General preferences .......................................................................... 204
    Auto-off delay  ............................................................................... 204
    Cradle settings ............................................................................... 204
    System, alarm, and game sounds  ............................................... 205
    Alarm Vibrate and LED settings  ................................................ 205
    Beam Receive ................................................................................. 206
    Date and Time preferences .............................................................. 206
    Connection preferences.................................................................... 206
    Editing connections  ...................................................................... 207
    Network preferences and TCP/IP software ................................. 209
    Selecting a service  ......................................................................... 209
    Entering a user name  ................................................................... 210
    Entering a password  .................................................................... 210
    Selecting a connection  .................................................................. 211
    Adding telephone settings  .......................................................... 212
    Connecting to your service .......................................................... 214 
    						
    							Contents Page ix
    Creating additional service templates  .......................................215
    Adding detailed information to a service template  .................215
    Login scripts ...................................................................................218
    Creating a login script on your handheld  .................................219
    Plug-in applications  ......................................................................221
    Deleting a service template ..........................................................221
    Network preferences menu commands .....................................221
    TCP/IP troubleshooting ...............................................................222
    Owner preferences ............................................................................223
    ShortCuts preferences .......................................................................223
    Creating a ShortCut  ......................................................................224
    Editing a ShortCut  ........................................................................225
    Deleting a ShortCut  ......................................................................225
    Appendix A: Maintaining Your Handheld ....................227
    Caring for your handheld ................................................................227
    Battery considerations ......................................................................228
    Resetting your handheld ..................................................................229
    Performing a soft reset  .................................................................229
    Performing a hard reset ................................................................230
    Appendix B: Frequently Asked Questions ................... 233
    Software installation problems........................................................234
    Operating problems ..........................................................................235
    Tapping and writing problems .......................................................237
    Application problems .......................................................................238
    HotSync problems .............................................................................239
    Beaming problems.............................................................................246
    Recharging problems ........................................................................247
    Password problems ...........................................................................247
    Technical support ..............................................................................248
    Appendix C: Creating a Custom Expense Report ........ 249
    About mapping tables ......................................................................249
    Customizing existing sample templates ........................................250
    Determining the layout of the Expense Report.............................251
    Labels ..............................................................................................251
    Sections ...........................................................................................251
    Analyzing your custom Expense Report .......................................252
    Programming the mapping table ....................................................253
    Using applications other than Microsoft Excel .............................257
    Expense file details ............................................................................258 
    						
    							Page x  Handbook for the Palm™ m500 Series Handheld
    Appendix D: Non-ASCII Characters for Login Scripts . 259
    Use of ^char ....................................................................................... 259
    Carriage return and line feed .......................................................... 259
    Literal characters ............................................................................... 259
    Product Regulatory Information ................................. 261
    FCC Statement ................................................................................... 261
    Canadian ICES-003 Statement ........................................................ 262
    CE Compliance Statement  ........................................................... 262
    Battery Warning ............................................................................ 262
    Index ............................................................................ 265 
    						
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