Handspring Visor Edge Handheld User Guide

							Appendix B Page 243
HotSync problems
ProblemSolution
I cannot do a 
HotSync operation; 
what should I check 
to make sure I am 
doing it correctly?nPerform a soft reset. See “Resetting 
your handheld” in Appendix A.
nCheck the Windows system tray to 
make sure the HotSync Manager is 
running. If it is not, open Palm Desktop 
software.
nClick the HotSync Manager and make 
sure that the Local USB option has a 
check next to it. If you are using an 
optional serial cradle, make sure that 
the Local Serial has a check next to it, 
then select Setup and confirm that the 
COM port setting matches the port 
where you attached the serial cradle.
nMake sure the cradle is connected 
securely to your computer.
nMake sure your handheld is seated 
securely in the cradle.
nMake sure you installed the software 
that came with your handheld. You 
must install this software even if you 
upgraded from a Palm OS handheld.
nMake sure you are using the correct 
type of cradle. If your computer does 
not have a USB port, or is running 
Windows 95 or Windows NT 4.0, you 
must use a serial cradle.
I did a HotSync 
operation, but one of 
my applications did 
not synchronize.Click the HotSync Manager and choose 
Custom. Check that the correct conduit is 
active. 
						

							Page 244  Troubleshooting Tips
I cannot launch the 
HotSync Manager.nMake sure you are not running another 
program, such as America Online, 
CompuServe, or WinFax, that uses the 
port you selected in the Setup dialog 
box.
nReinstall the Palm Desktop software.
I am using Outlook 
as my PIM, but I 
cannot do a HotSync 
operation.nClick the HotSync Manager and choose 
Custom. Check that the Outlook 
conduits are installed and active.
nReinstall the Palm Desktop software 
and make sure you select the option to 
synchronize with MS Outlook.
I tried to do a local 
HotSync operation, 
but it did not 
complete 
successfully.Try each of these in turn:
nMake sure HotSync Manager is 
running. If HotSync Manager is 
running, exit and restart it. 
nClick the HotSync Manager and make 
sure that the Local USB option has a 
check next to it. If you are using an 
optional serial cradle, make sure that 
the Local Serial has a check next to it, 
then select Setup and confirm that the 
COM port setting matches the port 
where you attached the serial cradle.
nCheck the cable connection between the 
cradle and the port on your computer.
nMake sure you installed the software 
that came with your handheld. You 
must install this software even if you 
upgraded from a Palm OS handheld.
nIf you are using a serial cradle, try a 
lower baud rate setting on the Local tab 
in the Setup dialog box.
nMake sure you selected your user name 
in Palm Desktop software before 
beginning the HotSync operation. 
						

							Appendix B Page 245
I tried to do a local 
HotSync operation, 
but it did not 
complete 
successfully. 
(continued)nMake sure your handheld is seated in 
the cradle correctly.
nPerform a soft reset. See “Resetting 
your handheld” in Appendix A.
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 Modem is checked in the 
HotSync Manager menu.
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 a serial port on your 
computer and is connected to the 
incoming phone line.
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.
nIf you have problems using the As Fast 
As Possible option or a specific speed, try 
using a slower speed. 
						

							Page 246  Troubleshooting Tips
I tried to do a modem 
HotSync operation, 
but it did not 
complete 
successfully. 
(continued)Check the following on your computer: 
(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.) 
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.
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.
nIf you are using an external modem, 
make sure your modem resets before 
you try again. (Turn off your modem, 
wait a minute, then turn it back on.)
nCheck the batteries in your modem and 
replace them if necessary. 
						

							Appendix B Page 247
Beaming problems
ProblemSolution
I cannot beam data to  
another Palm OS 
handheld.nBe sure both handhelds are turned on,
confirm  that the path between the  
devices is clear of obstacles and the   
IR ports are facing one another. 
Beaming distance between Palm OS
handheld computers may vary.
nCheck the General Preferences screen 
and make sure the Beam Receive setting 
is on.
n  Move your handheld closer to the  receiving device.
nPerform a soft reset. See “Performing a 
soft reset” in Appendix A for more 
information.
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. 
						

							Page 248  Troubleshooting Tips
Password problems
ProblemSolution
I forgot the 
password, and my 
handheld is not 
locked.You can use Security to delete the 
password. If you do this, your handheld 
deletes all entries marked as private. You 
can, however, perform a HotSync operation 
before
 you delete the password: the HotSync 
process backs up all entries, whether or not 
they are marked private. In this case, the 
following procedure restores your private 
entries and lets you access them:
1. Use the Palm Desktop software and 
the cradle to synchronize your data.
2. Tap Forgotten Password in Security 
to remove the password and delete 
all private records.
3. Perform a HotSync operation to syn-
chronize your data and restore the 
private records by transferring them 
from your computer to your 
handheld.
I forgot the password 
and my handheld is 
locked.If you assign a password and lock your 
handheld, you must perform a hard reset to 
continue using your handheld. See 
“Performing a hard reset” in Appendix A 
for more information. 
						

							Appendix B Page 249
Technical support
If you cannot solve your problem after reviewing the sources 
listed at the beginning of this appendix, check our web site 
www.handspring.com for the latest technical support information.
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 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. 
						

							Page 250  Troubleshooting Tips 
						

							Appendix C Page 251
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 moves 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 link the following data to 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 252  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.”