3Com Palm V Organiser Instructions Manual
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Page ii Handbook for the Palm V™ Organizer Copyright Copyright © 1998-1999 3Com Corporation or its subsidiaries. All rights reserved. 3Com, the 3Com logo, Graffiti, HotSync, Palm Computing, and PalmConnect are registered trademarks, and the HotSync logo, More Connected., Palm, Palm III, Palm V, the Palm V logo, the Palm Computing Platform logo, and Palm OS are trademarks of Palm Computing, Inc., 3Com Corporation or its subsidiaries. Other product and brand names may be trademarks or registered trademarks of their respective owners. Disclaimer and Limitation of Liability 3Com Corporation and its subsidiaries assume no responsibility for any damage or loss resulting from the use of this handbook. 3Com Corporation and its subsidiaries assume no responsibility for any loss or claims by third parties which may arise through the use of this software. 3Com Corporation 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 cop- ies of all important data on other media to protect against data loss. Important: Please read the 3Com End User Software License Agreement contained in this handbook before using the accompanying software program(s). Using any part of the software indicates that you accept the terms of the 3Com End User Software License Agreement. 3.5 Software Diskettes Available 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 may download the Palm Desktop software from http://www.palm.com . Alternatively, you can order 3.5 diskettes by completing and mail- ing the diskette order card supplied in the Palm V™ organizer product package, or call to order the diskettes. See the Worldwide Customer Support card for the appropriate phone number. P / N : 4 05 -0 961 -01 A /N : 4 23 -0 960 -0 1
Contents Page iii Contents About This Book ......................................................................................... 1 Chapter 1: Introduction to Your Palm V™ Organizer Getting to know your Palm V organizer............................................3 What is a Palm V organizer? ...........................................................3 System requirements ........................................................................4 Upgrade Information ........................................................................4 Palm V components ..........................................................................6 Recharging the battery ...................................................................10 Palm Desktop organizer software ................................................11 Using your organizer with another PIM .....................................13 Tapping and typing ............................................................................14 Tap with the stylus to get things done .........................................14 Elements of the organizer interface ..............................................15 Opening applications .....................................................................16 Using menus ....................................................................................17 Three ways to enter data ................................................................20 Customizing your organizer..............................................................23 Chapter 2: Entering Data in Your Palm V™ Organizer Using Graffiti writing to enter data ..................................................25 Writing Graffiti characters .............................................................25 Graffiti tips .......................................................................................27 The Graffiti alphabet .......................................................................28 Writing capital letters .....................................................................29 Writing numbers .............................................................................29 Graffiti numbers ..............................................................................30 Writing punctuation marks ...........................................................30 Additional Graffiti punctuation ....................................................31 Writing symbols and extended characters ..................................31 Writing accented characters ..........................................................32 Accent strokes ..................................................................................32 Additional non-English characters ...............................................32 Navigation strokes ..........................................................................33 Graffiti ShortCuts ............................................................................33 Using the onscreen keyboard ............................................................34 Using your computer keyboard ........................................................35 Importing data .....................................................................................35
Page iv Handbook for the Palm V™ Organizer Chapter 3: Managing Your Applications Using the Applications Launcher..................................................... 37 Selecting applications ..................................................................... 37 Switching between applications ................................................... 37 Categorizing applications .............................................................. 37 Changing the Applications Launcher display ............................ 38 Choosing preferences ......................................................................... 39 Installing and removing applications .............................................. 40 Installing add-on applications ...................................................... 40 Installing games .............................................................................. 42 Removing applications .................................................................. 43 Removing Palm Desktop software ............................................... 43 Security ................................................................................................. 44 Assigning a password .................................................................... 44 Changing or deleting a password ................................................ 45 Locking your organizer ................................................................. 45 Recovering from a forgotten password ....................................... 46 Chapter 4: Using Your Basic Applications Overview of basic applications ......................................................... 48 Date Book ......................................................................................... 48 Address Book .................................................................................. 49 To Do List ......................................................................................... 50 Memo Pad ........................................................................................ 51 Calculator ......................................................................................... 51 Expense ............................................................................................ 52 Common tasks ..................................................................................... 53 Creating records .............................................................................. 53 Editing records ................................................................................ 53 Deleting records .............................................................................. 55 Purging records ............................................................................... 56 Exchanging and updating data: HotSync operations ............... 56 Categorizing records ...................................................................... 59 Finding records ............................................................................... 62 Sorting lists of records .................................................................... 67 Making records private .................................................................. 68 Attaching notes ............................................................................... 70 Choosing fonts ................................................................................ 71 Application-specific tasks .................................................................. 72 Date Book ......................................................................................... 72 Address Book .................................................................................. 84 To Do List ......................................................................................... 89 Memo Pad ........................................................................................ 94
Contents Page v Calculator .........................................................................................97 Expense .............................................................................................99 Chapter 5: Communicating Using Your Organizer Managing desktop E-Mail away from your desk .........................111 Setting up Mail on the desktop ...................................................112 Synchronizing Mail with your E-Mail application ..................114 Opening the Mail application on your organizer .....................114 Viewing e-mail items ....................................................................114 Creating e-mail items ....................................................................115 Looking up an address .................................................................118 Adding details to e-mail items ....................................................119 Storing e-mail to be sent later ......................................................122 Editing unsent e-mail ...................................................................122 Draft e-mail ....................................................................................123 Filing e-mail ...................................................................................124 Deleting e-mail ..............................................................................125 Removing e-mail from the Deleted folder .................................125 Purging deleted e-mail .................................................................126 Message List options ....................................................................126 HotSync options ............................................................................128 Creating special filters ..................................................................129 Truncating e-mail items ...............................................................133 Mail menus .....................................................................................134 Beaming information ........................................................................135 Chapter 6: Advanced HotSync® Operations Selecting HotSync setup options .....................................................139 Customizing HotSync application settings ...................................142 IR HotSync operations ......................................................................144 Preparing your computer for infrared communication ..........144 Configuring HotSync Manager for infrared communication .147 Performing an IR HotSync operation .........................................148 Returning to cradle HotSync operations ...................................148 Conducting a HotSync operation via modem...............................149 Preparing your computer ............................................................149 Preparing your organizer .............................................................151 Selecting the conduits for a modem HotSync operation .........152 Performing a HotSync operation via a modem ........................153 Conducting a HotSync operation via a network ..........................154 Connecting to your company’s dial-in server ...........................154 Performing a network HotSync operation ................................157 Using File Link ...................................................................................157 Creating a user profile ......................................................................158
Page vi Handbook for the Palm V™ Organizer Chapter 7: Setting Preferences for Your Organizer Viewing preferences ......................................................................... 161 Buttons preferences .......................................................................... 162 Pen preferences ............................................................................. 162 HotSync buttons preferences ...................................................... 164 Digitizer preferences ........................................................................ 164 Formats preferences ......................................................................... 164 Country default ............................................................................. 165 Time, date, week start, and numbers formats .......................... 165 General preferences .......................................................................... 166 Auto-off delay ............................................................................... 166 Cradle settings ............................................................................... 166 System, alarm, and game sounds ............................................... 167 Beam Receive ................................................................................. 167 Connection preferences.................................................................... 168 Sample connection for remote IR HotSync operations ........... 169 Network preferences and TCP/IP software ................................. 171 Selecting a service ......................................................................... 171 Entering a user name ................................................................... 172 Entering a password .................................................................... 173 Selecting a connection .................................................................. 173 Adding telephone settings .......................................................... 174 Connecting to your service .......................................................... 176 Creating additional service templates ....................................... 177 Adding detailed information to a service template ................. 177 Login scripts .................................................................................. 180 Creating a login script on your organizer ................................. 181 Plug-in applications ..................................................................... 183 Deleting a service template ......................................................... 183 Network preferences menu commands .................................... 183 TCP/IP troubleshooting .............................................................. 184 Owner preferences............................................................................ 185 ShortCuts preferences ...................................................................... 186 Creating a ShortCut ...................................................................... 186 Editing a ShortCut ........................................................................ 187 Deleting a ShortCut ...................................................................... 187 Appendix A: Maintaining Your Organizer Caring for your organizer................................................................ 189 Battery considerations ...................................................................... 190 Resetting your organizer ................................................................. 191 Performing a soft reset ................................................................. 191 Performing a hard reset ............................................................... 192
Contents Page vii Appendix B: Frequently Asked Questions Software installation problems........................................................195 Operating problems ..........................................................................196 Tapping and writing problems .......................................................197 Application problems .......................................................................198 HotSync problems .............................................................................199 Beaming problems.............................................................................204 Recharging problems ........................................................................204 Password problems ...........................................................................205 Technical support ..............................................................................206 Appendix C: Creating a Custom Expense Report About mapping tables ......................................................................207 Customizing existing sample templates ........................................208 Determining the layout of the Expense Report.............................209 Labels ..............................................................................................209 Sections ...........................................................................................210 Analyzing your custom Expense Report .......................................211 Programming the mapping table ....................................................212 Using applications other than Microsoft Excel .............................216 Expense file details ............................................................................216 Appendix D: Non-ASCII Characters for Login Scripts Use of ^char .......................................................................................217 Carriage return and line feed ..........................................................217 Literal characters ...............................................................................218 Warranty and Other Product Information Limited warranty...............................................................................219 3Com end user software license agreement ..................................222 FCC Statement ...................................................................................225 Canadian RFI Statement ...................................................................225 CTICK Certification ..........................................................................226 Index ........................................................................................................ 227
About This Book Page 1 About This Book Welcome to the Palm V™ connected organizer. This handbook is designed to help you get up and running quickly on your organizer. It describes all you need to know about how to use your Palm V organizer and the applications that come with it. It walks you through: nLocating all the parts of your organizer nViewing and entering data nUsing your organizer with your computer nPersonalizing your organizer with your own preference settings After you become familiar with the basic functionality of your organizer, you can use the rest of this handbook as a reference for less common tasks, for maintaining your organizer, and also as a source of information if you have problems operating it.