Handspring Visor Edge Handheld User Guide
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Page ii Visor™ Edge Handheld User Guide Copyright Copyright © 2000 Handspring, Inc. All rights reserved. Portions copyright © 1998-2000 Palm, Inc. or its subsidiaries. All rights reserved. Handspring, Springboard, Visor, the Handspring logo, and the Springboard logo are trademarks of Handspring, Inc., and may be registered in some jurisdictions. Palm Computing, Graffiti, HotSync and Palm OS, are registered trademarks, and the HotSync logo, Palm, and the Palm Computing Platform logo, are trademarks of Palm, Inc., or its subsidiaries. All other trademarks are the property of their respective owners. Disclaimer and limitation of liability Handspring, Inc. and its suppliers assume no responsibility for any damage or loss re- sulting from the use of this handbook. Handspring, Inc. and its suppliers assume no responsibility for any loss or claims by third parties which may arise through the use of this software. Handspring, Inc. and its suppliers 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 Handspring End User Software License Agreement before using the accompanying software program(s). Using any part of the software indicates that you accept the terms of the Handspring End User Software License Agreement. Software download 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 can download the Palm Desktop software from www.handspring.com.
Contents Page iii Contents About This Guide .................................................................................... 1 Chapter 1: Introduction to Your Visor™ Edge Handheld .................... 3 Getting to know your handheld ..........................................................3 What is a Visor Edge handheld? .....................................................3 System requirements ........................................................................4 Upgrade information ........................................................................4 Visor Edge components ...................................................................6 Charging the battery ...........................................................................11 Connecting the cradle .....................................................................11 Tapping and typing ............................................................................14 Tap with the stylus to get things done .........................................14 Elements of the handheld interface ..............................................15 Opening applications .....................................................................16 Using menus ....................................................................................17 Four ways to enter data ..................................................................20 Customizing your handheld ..............................................................24 Palm Desktop software ..................................................................25 Using your handheld with Microsoft Outlook ...........................26 Using your handheld with another PIM .....................................26 Installing a Springboard module ..................................................27 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 .......................................................................32 Writing capital letters .....................................................................33 Writing numbers .............................................................................33 Graffiti numbers ..............................................................................34 Writing punctuation marks ...........................................................34 Writing symbols and extended characters ..................................35 Writing accented characters ..........................................................36 Accent strokes ..................................................................................36 Additional non-English characters ...............................................36 Navigation strokes ..........................................................................37 Graffiti ShortCuts ............................................................................37 Using the onscreen keyboard ...........................................................38 Using your computer keyboard ........................................................39 Importing data .....................................................................................39 Using an external keyboard ...............................................................40
Page iv Visor™ Edge Handheld User Guide Chapter 3: Managing Your Applications ............................................ 41 Using the Applications Launcher..................................................... 41 Selecting applications ..................................................................... 41 Switching between applications ................................................... 41 Categorizing applications .............................................................. 41 Changing the Applications Launcher display ............................ 43 Choosing preferences ......................................................................... 44 Installing and removing applications .............................................. 44 Installing add-on applications ...................................................... 44 Installing games .............................................................................. 46 Removing applications .................................................................. 47 Removing Palm Desktop software ............................................... 48 Security ................................................................................................. 48 Assigning a password .................................................................... 49 Changing or deleting a password ................................................ 49 Locking your handheld ................................................................. 50 Recovering from a forgotten password ....................................... 51 Chapter 4: Overview of Basic Applications.........................................53 Date Book ............................................................................................. 54 Date Book Plus .................................................................................... 55 Address ................................................................................................ 56 To Do List ............................................................................................. 57 Memo Pad ............................................................................................ 58 Calculator ............................................................................................. 59 CityTime ............................................................................................... 60 Expense................................................................................................. 61 Chapter 5: Common Tasks ....................................................................63 Creating records .................................................................................. 63 Editing records .................................................................................... 64 Entering text .................................................................................... 64 Edit menu ......................................................................................... 64 Deleting records .................................................................................. 66 Other ways to delete records ........................................................ 66 Purging records ................................................................................... 67 Exchanging and updating data: HotSync operations .................... 68 Performing a HotSync operation for the first time .................... 68 Categorizing records .......................................................................... 70 System-defined and user-defined categories ............................. 71 Finding records ................................................................................... 74 Looking up Address records ........................................................ 74 Using Find ....................................................................................... 77 Using Phone Lookup ...................................................................... 78
Contents Page v Sorting lists of records ........................................................................81 Making records private ......................................................................82 Hiding and masking private records ...........................................82 Attaching notes ....................................................................................85 Choosing fonts .....................................................................................86 Chapter 6: Application Specific Tasks .................................................87 Date Book .............................................................................................88 Scheduling an event ........................................................................88 Rescheduling an event ...................................................................92 Setting an alarm for an event ........................................................92 Scheduling repeating or continuous events ................................93 Changing the Date Book view .......................................................96 Working in Week View ..................................................................96 Working in Month View ................................................................98 Working in Agenda view ...............................................................98 Spotting event conflicts ..................................................................99 Date Book menus ..........................................................................100 Date Book Plus ...................................................................................103 Working in Week View with Text ..............................................103 Working in Year View ..................................................................104 Working in List View ...................................................................105 Working with floating events ......................................................105 Working with To Do items ..........................................................107 Using the Daily Journal ................................................................108 Using templates .............................................................................109 Using snooze alarms .....................................................................110 Selecting the default Date Book ..................................................110 Date Book Plus menus ..................................................................110 Address ...............................................................................................119 Creating an Address entry ...........................................................119 Duplicating an entry .....................................................................120 Selecting types of phone numbers ..............................................121 Changing Address Entry details .................................................121 Address menus ..............................................................................122 To Do List ...........................................................................................125 Setting priority ...............................................................................125 Checking off a To Do item ...........................................................126 Changing To Do item details .......................................................126 Setting a due date ..........................................................................127 To Do Show Options .....................................................................128 To Do List menus ..........................................................................129 Memo Pad...........................................................................................130 Reviewing memos .........................................................................130
Page vi Visor™ Edge Handheld User Guide Memo Pad menus ......................................................................... 131 Calculator ........................................................................................... 132 Selecting the Calculator mode .................................................... 132 Using the Basic Calculator buttons ............................................ 132 Displaying Recent Calculations .................................................. 133 Using the Advanced Calculator mode ...................................... 133 Using the Advanced Calculator buttons ................................... 134 Creating a custom view ............................................................... 143 Calculator menus .......................................................................... 144 CityTime ............................................................................................. 145 Setting your home city ................................................................. 145 Selecting remote cities .................................................................. 146 Adding cities ................................................................................. 146 CityTime menus ............................................................................ 147 Expense............................................................................................... 148 Changing the date of an Expense item ...................................... 149 Entering receipt details ................................................................ 149 Customizing the Currency pick list ........................................... 150 Show Options ................................................................................ 152 Transferring your data to Microsoft Excel ................................ 153 Expense menus ............................................................................. 157 Chapter 7: Communicating Using Your Handheld ............................159 Managing desktop E-Mail away from your desk ........................ 159 Setting up Mail on the desktop ................................................... 160 Synchronizing Mail with your E-Mail application .................. 162 Opening the Mail application on your handheld .................... 162 Viewing e-mail items ................................................................... 162 Creating e-mail items ................................................................... 163 Looking up an address ................................................................ 166 Adding details to e-mail items ................................................... 167 Storing e-mail to be sent later ..................................................... 171 Editing unsent e-mail ................................................................... 171 Draft e-mail .................................................................................... 172 Filing e-mail ................................................................................... 173 Deleting e-mail .............................................................................. 174 Removing e-mail from the Deleted folder ................................ 174 Purging deleted e-mail ................................................................. 174 Message list options ..................................................................... 175 HotSync options ............................................................................ 177 Creating special filters ................................................................. 178 Truncating e-mail items ............................................................... 182 Mail menus .................................................................................... 183 Beaming information........................................................................ 184
Contents Page vii Chapter 8: Advanced HotSync® Operations .................................... 187 Selecting HotSync setup options .....................................................187 Customizing HotSync application settings ...................................189 IR HotSync operations ......................................................................191 Preparing your computer for infrared communication ..........191 Configuring HotSync Manager for infrared communication .192 Performing an IR HotSync operation .........................................193 Returning to cradle HotSync operations ...................................194 Conducting a HotSync operation via modem...............................195 Preparing your computer ............................................................195 Preparing your handheld .............................................................196 Selecting the conduits for a modem HotSync operation .........198 Performing a HotSync operation via a modem ........................199 Conducting a HotSync operation via a network ..........................199 Connecting to your company’s dial-in server ...........................199 Performing a dial-in network HotSync operation ....................201 Performing a network HotSync operation via a LAN .............202 Using File Link ...................................................................................202 Creating a user profile ......................................................................203 Chapter 9: Setting Preferences for Your Handheld ......................... 205 Viewing preferences .........................................................................205 Buttons preferences ...........................................................................206 Pen preferences ..............................................................................206 HotSync buttons preferences .......................................................208 Connection preferences ....................................................................208 Connection Types ..........................................................................209 Setting modem configurations ....................................................210 Digitizer preferences .........................................................................212 Formats preferences ..........................................................................213 Country default .............................................................................213 Time, date, week start, and numbers formats ...........................213 General preferences...........................................................................214 Auto-off delay ................................................................................214 System, alarm, and game sounds ...............................................214 Network preferences and TCP/IP software..................................215 Selecting a service .........................................................................215 Entering a user name ....................................................................216 Entering a password .....................................................................217 Selecting a connection ..................................................................218 Adding telephone settings ...........................................................218 Connecting to your service ..........................................................221 Creating additional service templates .......................................222 Adding detailed information to a service template .................222
Page viii Visor™ Edge Handheld User Guide Creating a login script .................................................................. 225 Deleting a service template ......................................................... 227 Network preferences menu commands .................................... 227 TCP/IP troubleshooting .............................................................. 228 Owner preferences............................................................................ 229 ShortCuts preferences ...................................................................... 230 Creating a ShortCut ...................................................................... 230 Editing a ShortCut ........................................................................ 231 Deleting a ShortCut ...................................................................... 231 Appendix A: Maintaining Your Handheld .........................................233 Caring for your handheld ................................................................ 233 Battery considerations ...................................................................... 234 Resetting your handheld ................................................................. 235 Performing a soft reset ................................................................. 235 Performing a warm reset ............................................................. 236 Performing a hard reset ............................................................... 236 Appendix B: Troubleshooting Tips.....................................................239 Software installation problems ....................................................... 239 Operating problems.......................................................................... 240 Tapping and writing problems ....................................................... 241 Application problems....................................................................... 242 HotSync problems ............................................................................ 243 Beaming problems ............................................................................ 247 Password problems .......................................................................... 248 Technical support ............................................................................. 249 Appendix C: Creating a Custom Expense Report .............................251 About mapping tables ...................................................................... 251 Customizing existing sample templates........................................ 252 Determining the layout of the Expense Report ............................ 253 Labels .............................................................................................. 253 Sections ........................................................................................... 254 Analyzing your custom Expense Report....................................... 255 Programming the mapping table ................................................... 256 Using applications other than Microsoft Excel............................. 260 Expense file details ........................................................................... 261 Appendix D: Non-ASCII Characters for Login Scripts ......................263 Warranty and Other Product Information .......................................265 Index ....................................................................................................279
Page 1 About This Guide Welcome to the Visor™ Edge handheld computer. This guide is designed to help you get up and running quickly on your handheld. It describes all you need to know about how to use your handheld and the applications that come with it. It walks you through: nLocating all the parts of your handheld nViewing and entering data nUsing your handheld with your computer nPersonalizing your handheld with your own preference settings After you become familiar with the basic functionality of your handheld, you can use the rest of this guide as a reference for less common tasks, for maintaining your handheld, and also as a source of information if you have problems operating it.