Handspring Visor Handheld Platinum User Guide

							Chapter 7 Page 171
To define whether to ignore or receive e-mail:
nTap the pick list in the center of the HotSync Options dialog box 
and select one of the following settings:
Defining filter strings
E-mail items are filtered based on the information contained in their 
To:, From:, and Subj: fields. The information that defines what your 
handheld is looking for is called a filter string. You create a filter string 
by listing the words you want your handheld to find and separating 
them with either a comma or a space. Each word in the filter string is 
joined by an implicit OR, so you do not need to enter logical 
connectors like AND or OR.
To create a more complex filter, you can define filter strings for the To:, 
From:, and Subj: fields simultaneously. Your handheld joins the filter 
strings for these fields using an implicit AND; once again, you do not 
need to add the logical connector. Your handheld does that for you.Ignore 
Messages 
ContainingTells your handheld to exclude the e-mail items that 
meet the criteria you define and download all other e-
mail items during synchronization. In general, this 
filter downloads more e-mail during 
synchronization because it blocks only one defined 
subset of e-mail.
Retrieve 
Only Msgs 
ContainingTells your handheld to include only the e-mail items 
that meet the criteria you define and to ignore all 
other e-mail items during synchronization. This filter 
has the potential to block more e-mail during 
synchronization because it downloads only one 
subset of e-mail.
Select Filter option
Tap here  
						

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For example, suppose you want to receive only e-mail items from John 
Smith ([email protected]) or Jack Jones ([email protected]) concerning the 
Apollo Project. You would create the following filter strings:
In the To: field: [email protected], [email protected]
In the Subj: field: Apollo Project
Your handheld interprets this as, “Accept e-mail items about the 
Apollo Project from John Smith or Jack Jones. Do not accept e-mail 
items from other people. Do not accept e-mail items from John or Jack 
about any other subject.”
When you define a string, note that your handheld searches for any 
instance of that sequence of characters. For example, if you create a 
filter that retrieves only e-mail items containing the string “info,” your 
handheld considers “info,” “rainforest” and “kinfolk” appropriate 
matches.
To define a filter string:
1. Tap a header field in the HotSync Options dialog box. 
2. Enter your filter string, using commas or spaces to separate the 
words. Do not add connectors, such as AND or OR, between 
words in a string.
3. If your string exceeds the length of the field, tap the name of the 
field to display the Notes screen for that header field. For more 
information about header field Notes screens, see “Creating e-mail 
items” earlier in this chapter.
Tap here 
to insert 
cursor 
						

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4. Tap Done to return to the HotSync Options dialog box.
5. Tap OK.
High-priority e-mail
The Retrieve All High Priority setting lets you retrieve e-mail items 
marked high-priority, even if those items would have been blocked by 
a defined filter.
To retrieve high-priority e-mail items:
1. Tap the Filter box in the HotSync Options dialog box.
2. Tap the Retrieve All High Priority check box to select it. 
3. Tap OK.
Note:This setting is applicable only if your E-Mail application has 
the capacity to flag high-priority e-mail items.
Tap here 
Tap Done 
to return 
to HotSync 
Options
Enter 
filter data
Tap 
check 
box 
						

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Truncating e-mail items
The Truncate feature lets you set a point at which long e-mail items 
truncate when downloading to your handheld. By default, this 
Truncate value is 4,000 characters. By truncating long messages, you 
reduce the time it takes to synchronize your desktop E-Mail and Mail, 
as well as the amount of storage space e-mail uses on your handheld.
Note:Truncation is separate and independent from filtering.
To truncate e-mail items:
1. Tap Truncate in the HotSync Options dialog box.
2. Tap to select the truncation setting you want. 
Tip:If you select the maximum setting, messages can be 8,000 
characters; longer messages are truncated. If you select a 
lower value, you’ll have more room for e-mail items.
3. Tap OK.
Tap 
Truncate 
Tap to
se lect 
maximum 
length 
						

							Chapter 7 Page 175
Mail menus
Mail menus are shown here for your reference, and Mail features that 
are not explained elsewhere in this guide are described here.
See “Using menus” in Chapter 1 for information about choosing menu 
commands.
Message menus
The Message menu varies depending on whether you are viewing an 
e-mail item, creating an e-mail item, or viewing the Message list.
Options menus
The Options menu varies depending on whether you are creating or 
editing an e-mail item.
About Mail
Shows version information for Mail.
Message list
New Message 
View Message
Message list
New Message 
						

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Beaming information
Your Visor handheld is equipped with an IR (infrared) port that you 
can use to beam information to another Palm OS handheld that’s close 
by and also has an IR port. The IR port is located on the side of the 
handheld, behind the small dark shield. 
You can beam the following information between Palm OS handhelds:
nThe record currently displayed in Date Book, Address, To Do List, 
or Memo Pad
Note:You cannot beam records from Date Book Plus.
nAll records of the category currently displayed in Address, To Do 
List, or Memo Pad
nA special Address record that you designate as your personal 
business card, containing information you want to exchange with 
business contacts
nAn application installed in RAM memory
To select a business card:
1. Create an Address record that contains the information you want 
on your personal business card.
2. Tap the Menu icon  .
3. Tap Record, and then tap Select Business Card.
4. Tap Yes.
To beam a record, business card, or category of records:
1. Locate the record, business card, or category you want to beam.
2. Tap the Menu icon  .
3. Tap Record, and then tap one of the following:
The Beam command for an individual record
In Address only: Beam Business Card
Beam Category
4. When the Beam Status dialog box appears, point the IR port 
directly at the IR port of the receiving handheld. 
						

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Tip:For best results, Visor handhelds should be between 10 
centimeters (approximately 4 inches) and 1 meter 
(approximately 39 inches) apart, and the path between the two 
devices must be clear of obstacles. Beaming distance to other 
Palm OS handheld may be different.
5. Wait for the Beam Status dialog box to indicate that the transfer is 
complete before you continue working on your handheld.
To beam an application:
1. Open the Applications Launcher.
2. Tap the Menu icon  .
3. Tap App, and then tap Beam.
4. Tap the application you want to transfer.
Note:Some applications are copy-protected and cannot be 
beamed. These are listed with a lock icon next to them.
5. Tap Beam.
6. When the Beam Status dialog box appears, point the IR port 
directly at the IR port of the receiving handheld.
7. Wait for the Beam Status dialog box to indicate that the transfer is 
complete before you continue working on your handheld. 
						

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To receive beamed information:
1. Turn on your handheld.
2. Point the IR port directly at the IR port of the transmitting 
handheld to open the Beam Status dialog box.
3. When the Beam dialog box appears, select a category for the  entry.
Tip: If you do not select a category the entry is placed in the 
Unfiled category. 
4. Tap Yes.
Tips on beaming information
nYou can press the Address application button   for about two 
seconds to beam your business card.
nYou can set the full-screen pen stroke to beam the current entry.
See “Pen preferences” in Chapter 9 for more information. 
nYou can use the Graffiti Command stroke /B to beam the current 
entry.  
						

							Chapter 8 Page 179
Chapter 8
Advanced HotSync® Operations
HotSync® technology enables you to synchronize data between one or 
more Palm OS® handhelds and Palm™ Desktop software or another 
PIM such as Microsoft Outlook. To synchronize data, you must 
connect your Visor handheld and Palm Desktop software either 
directly, by placing your handheld in the cradle attached to your 
computer or using infrared communication, or indirectly, with a 
modem or network.
This chapter describes how to select HotSync options and perform a 
HotSync operation via the infrared port, a modem, or a network. See 
“Exchanging and updating data: HotSync operations” in Chapter 5 for 
information about performing your first and subsequent local 
HotSync operations.
Selecting HotSync setup options
You can choose when you want HotSync Manager to run. If necessary, 
you can adjust the local and modem HotSync settings as well.
To set the HotSync options:
1. Click the HotSync Manager icon Ô
 in the Windows system tray.
2. Choose Setup.
3. Click the General tab and select one of the following options: 
						

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Tip:If you’re not sure which option to use, keep the default 
setting: Always available.
4. Click the Local tab to display the settings for the connection 
between your computer and the handheld cradle, and adjust the 
following options as needed.Always available
Adds HotSync Manager to the Startup folder 
and constantly monitors the communication 
port for synchronization requests from your 
handheld. With this option, the HotSync 
Manager synchronizes data even when Palm 
Desktop software is not running.
Available only 
when Palm 
Desktop software 
is runningStarts HotSync Manager and monitors 
requests automatically when you open Palm 
Desktop software.
Manual
Monitors requests only when you select 
HotSync Manager from the Start menu.
Serial Port
Identifies the port that Palm Desktop software 
uses to communicate with the optional serial 
cradle. This selection should match the number 
of the port to which you connected the optional 
cradle.
Note:Your handheld cannot share this port 
with an internal modem or other device.