Palmone Palmpilot Professional Organizer Handbook

							PalmPilot™
Professional
Handbook
¨ 
						

							page i i PalmPilot Professional Handbook
Copyright
Copyright © 1997 3Com Corporation or its subsidiaries.  All rights
reserved.  3Com, the 3Com logo, and Graffiti are registered
trademarks and HotSync, PalmPilot, Palm OS and the PalmPilot
logo are trademarks of 3Com Corporation or its subsidiaries.  All
other brands and product names may be trademarks or registered
trademarks of their respective holders.
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 back up copies 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.
Part Number:  423-0209-01B 
						

							Contents page i i i 
Contents
Chapter 1: Mail ................................................................................................... 1
About Mail .................................................................................................... 1
Configuring Mail on the Desktop .............................................................. 2
Synchronizing Mail with your E-Mail Application.................................... 6
Activating Mail on your PalmPilot ............................................................. 6
Viewing Messages....................................................................................... 7
Creating Messages ...................................................................................... 9
Looking Up an Address............................................................................. 11
Adding Message Details ........................................................................... 13
Sending Messages..................................................................................... 17
Editing an Unsent Message...................................................................... 17
Draft Messages .......................................................................................... 18
Filing a Message ........................................................................................ 19
Message List View Options ...................................................................... 20
HotSync Options ........................................................................................ 23
Creating Specialized Filters ...................................................................... 25
Defining Filter Strings .............................................................................. 26
High Priority Messages ............................................................................ 28
Truncating Messages ................................................................................ 29
Mail Menu Commands.............................................................................. 30
Deleting Messages .................................................................................... 32
Removing a Message from the Deleted Folder...................................... 33
Purging Deleted Messages ...................................................................... 34
Chapter 2: PalmPilot TCP/IP .......................................................................... 35
Configuring Network Preferences Settings ............................................ 35
Selecting a Service..................................................................................... 36
Entering a User Name .............................................................................. 36
Entering a Password.................................................................................. 37
Adding Telephone Settings ...................................................................... 38
Connecting to your Service ...................................................................... 41
Creating Additional Service Templates ................................................... 42
Adding Detailed Information to a Service Template.............................. 42 
						

							page i vPalmPilot Professional Handbook
Defining Primary and Secondary DNS ................................................... 44
IP Address .................................................................................................. 45
Idle Timeout ............................................................................................... 46
Creating a Login Script ............................................................................. 47
Network Preferences Menu Commands................................................. 49
Deleting a Service Template..................................................................... 50
TCP/IP Troubleshooting .......................................................................... 50
Chapter 3: Reference ....................................................................................... 53
Technical Support...................................................................................... 53
Appendix A:  Non-ASCII Characters for Login Scripts .......................... 55
3Com End User Software License Agreement ....................................... 56
Limited Warranty ....................................................................................... 58
Lotus Software License Agreement ......................................................... 60
Index................................................................................................................... 62 
						

							Chapter 1: Mail page 1
Chapter 1
Mail
Congratulations on your purchase of the PalmPilot™
Professional connected organizer.  This handbook
describes how to use the additional applications that
come with the PalmPilot Professional organizer
package: Mail and PalmPilot TCP/IP.  For
information on how to use other PalmPilot
companion applications and HotSync
™ software, refer
to the PalmPilot Handbook.
About Mail
The Mail application enables you to synchronize your desktop
e-mail system so you can quickly and easily manage your e-mail
while away from your desk.  The key to PalmPilot Mail is that it
truly synchronizes the mail on your desktop e-mail system with the
mail on your PalmPilot organizer.  For example, messages deleted
from your PalmPilot Mail will be deleted from your desktop e-mail
system after you perform your next HotSync operation — so you
never have to delete messages twice.  Similarly, if you read a
message on PalmPilot organizer and leave it in your inbox, after
the next HotSync operation it will be marked read on your desktop
system.
With Mail, you can:
nUse your PalmPilot organizer to send and/or retrieve e-mail
messages from your desktop e-mail application.
nView, delete, file, and/or reply to incoming mail.
nCreate outgoing messages.  Your PalmPilot organizer also
enables you to create drafts of messages that can be
completed at a later time. 
						

							page 2PalmPilot Professional Handbook
nCreate simple or complex filters, which allow you to decide the
type of e-mail that your PalmPilot organizer will retrieve from
your desktop e-mail application.
Configuring Mail on the Desktop
Before you use Mail for the first time, your desktop e-mail
application should be configured and fully functional.  Once your
e-mail application is up and running, you must enable (or activate)
the Mail application on the desktop and provide some basic
configuration information.
Note:  The following instructions assume that you have already
installed PalmPilot Desktop software on your computer.
To activate the Change HotSync dialog:
1. In Windows 95 or Windows NT 4.0, open the HotSync menu
by clicking the HotSync icon in the Windows system tray (in
the lower right corner of your display).  You can also click
Custom from the HotSync menu in PalmPilot Desktop to
display the Custom dialog.
Note:  In Windows 3.1, double-click on the Customize icon,
which is located in the PalmPilot program group to display the
Custom dialog.
2. Click to highlight Mail in the Conduit/Action list box, then
click the Change button.  The Change HotSync Action dialog
appears, as shown in the following diagram: 
						

							Chapter 1: Mail page 3
The following sections describe the available Mail configuration
settings.  Depending on the e-mail application you select, some of
these options may be grayed-out.
Note:  If you need specific help configuring PalmPilot Mail for your
e-mail application, please click the Help button in the Change
HotSync dialog.
Activating PalmPilot Mail
The Activate PalmPilot Mail setting lets you enable or disable the
synchronization of Mail.  When enabled, Mail is synchronized with
your e-mail application every time you perform a HotSync
operation.
To activate Mail:
nClick the Activate PalmPilot Mail check box  (so it’s checked)
to activate Mail.  Click the check box again to disable Mail.
Selecting Your E-Mail Application
Your PalmPilot supports a number of e-mail applications.  The
Synchronize With setting lets you select the e-mail application you
use on your desktop. 
						

							page 4PalmPilot Professional Handbook
To select your e-mail application:
nClick the down arrow in the corner of the Synchronize with list
box to display all of the e-mail applications supported by
PalmPilot.  Click to select (so that it’s highlighted) the e-mail
application you use.
Note:  PalmPilot Mail supports MAPI and VIM e-mail applications.
If your e-mail application is not specifically listed, try Microsoft
Mail for Windows 3.1x or Microsoft Exchange for Windows 95, NT
4.0 (for MAPI e-mail applications); or try Lotus cc:Mail 2.5 (for
VIM e-mail applications).  If you are not sure whether your e-mail
application is MAPI or VIM, ask your Systems Administrator.
Profile
A profile contains configuration information, such as the location
of incoming mail, your personal address book, and other
information services that you can use.  PalmPilot automatically
selects the default profile with which it will synchronize.  If you
have set up multiple profiles, PalmPilot provides a pick list of
available Profile settings.
To enter your Profile information:
nClick the down arrow in the corner of the Profile list box to
display all of the available profile selections.  Click to select the
profile that applies to you and press the Tab key to move to the
next field.
User Name
The user name is the name you use when you log into your
desktop e-mail system.
Note:  You may be able to obtain the correct user name by looking
at your e-mail log-in screen.  If not, ask your System Administrator.
To enter your own user name:
nType the name you want to use in the User Name field and
press the Tab key to move to the next field. 
						

							Chapter 1: Mail page 5
Password
In the Password field, you enter the password you use when
logging into your desktop e-mail application.  For security reasons,
PalmPilot does not display your actual password; instead PalmPilot
represents your password as a string of asterisks.
To enter your password:
nType your password in the Password field.  Press the Tab key
to move to the next field, or click OK to close the Change
HotSync Action dialog and return to the Custom screen.
Postoffice
Depending on the e-mail application you select (for example, Lotus
cc:Mail), you may need to enter a path to your postoffice.  A
postoffice is a specific folder on your network server where e-mail
is stored.
Note:  You may be able to obtain your postoffice path by looking at
your e-mail log-in screen (it may be designated as “P.O. path”).  If
not, ask your System Administrator.
To select a postoffice:
1. Type the folder name where your e-mail is stored in the
Postoffice field.  If you need to, click the Browse button to
display available folders, then double-click the appropriate
folder name to enter it in the Postoffice field.
2. Click OK or press Enter to confirm your selection, close the
Change HotSync Action dialog, and return to the Custom
screen.
Internet Gateway
If you select Lotus cc:Mail as your e-mail application, you need to
enter the name of the Internet Gateway which sends e-mail outside
of your local network. 
						

							page 6PalmPilot Professional Handbook
For example, if you receive e-mail in cc:Mail from
[email protected], the address (including the Internet Gateway)
will appear as follows:  [email protected] at Internet-Mail.
In this case, “Internet-Mail” is the gateway name that you need to
enter in the Internet gateway field.
Note: The characters “ at” are not part of the Internet Gateway
name.  Do not enter  “ at” in this field.
To enter an Internet Gateway:
1. Type the Internet Gateway name in the Internet Gateway field.
Remember,  the characters “at” are not a part of the Internet
Gateway information.
2. Click OK or press Enter to confirm your selection, close the
Change HotSync Action dialog, and return to the Custom
screen.
Desktop Overwrites PalmPilot
The Desktop Overwrites PalmPilot feature enables you to
overwrite all of the messages in your PalmPilot inbox with the
messages from your desktop inbox.  You should only use this
option if, for some reason, the two inboxes get out of sync.
Note:  This setting takes effect the next time you perform a
HotSync operation.  Subsequent HotSync operations will return
this setting to Synchronize.
To overwrite the messages in your PalmPilot
inbox:
1. Click the Desktop Overwrite check box (so it’s checked) to
force all of the messages in your desktop inbox to overwrite
the messages in your PalmPilot organizer’s inbox.  Click the
check box again to disable this feature.
2. Click OK or press Enter to confirm your selection, close the
Change HotSync Action dialog, and return to the Custom
screen.