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Palm M515 Color 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. 
    						
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