Palm M505 Color Handhelds Instructions Manual
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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
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