User manual PALM VISOR NEO - MACINTOSH EDITION

VisorTM Handheld User Guide Macintosh Edition Copyright Copyright © 2001 Handspring, Inc. All rights reserved. Portions copyright © 1998-2001 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. Graffiti, HotSync, and Palm OS are registered trademarks, and the HotSync logo and Palm 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 resulting 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 batteries, or repairs. Be sure to make backup copies of all important data on other media to protect against data loss. Important: For warranty information and a copy of the End User License Agreement applicable to your Handspring product, please see the Handspring web site at www.handspring.com/support/ug_warranties.jhtml. If you would like a copy of these materials mailed to you, or if you have any questions, please contact Handspring Customer Support. The information included on this web site sets forth Handspring's sole and complete warranty and software licensing obligations with respect to your Handspring product. Use of the product indicates your acceptance of the terms of the warranty and the End User License Agreement. Software download available PalmTM 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. Page 2 VisorTM Handheld User Guide Contents About This Guide ....................................................................................9 Chapter 1: Introduction to Your VisorTM Handheld ...........................11 Getting to know your handheld........................................................11 What is a Visor handheld? .............................................................11 System requirements ......................................................................12 Upgrade information ......................................................................12 Visor components ...........................................................................14 Installing the batteries ........................................................................18 Tapping and typing ............................................................................19 Tap with the stylus to get things done .........................................19 Elements of the handheld interface ..............................................20 Opening applications .....................................................................21 Using menus ....................................................................................22 Four ways to enter data ..................................................................25 Customizing your handheld..............................................................29 Palm Desktop software ..................................................................30 Connecting the cradle .....................................................................31 Using your handheld with another PIM .....................................32 Installing a Springboard module ..................................................33 Chapter 2: Entering Data in Your Handheld .......................................35 Using Graffiti writing to enter data ..................................................35 Writing Graffiti characters .............................................................35 Graffiti tips .......................................................................................37 The Graffiti alphabet .......................................................................38 Writing capital letters .....................................................................39 Writing numbers .............................................................................39 Graffiti numbers ..............................................................................40 Writing punctuation marks ...........................................................40 Writing symbols and extended characters ..................................41 Writing accented characters ..........................................................42 Accent strokes ..................................................................................42 Additional non-English characters ...............................................42 Navigation strokes ..........................................................................43 Graffiti ShortCuts ............................................................................43 Using the onscreen keyboard ...........................................................44 Using your computer keyboard ........................................................45 Importing data .....................................................................................45 Using an external keyboard ...............................................................47 Page 3 Chapter 3: Managing Your Applications .............................................49 Using the Applications Launcher..................................................... 49 Selecting applications ..................................................................... 49 Switching between applications ................................................... 49 Categorizing applications .............................................................. 49 Changing the Applications Launcher display ............................ 51 Choosing preferences ......................................................................... 52 Installing and removing applications .............................................. 52 Installing add-on applications ...................................................... 52 Installing games .............................................................................. 54 Removing applications .................................................................. 55 Removing Palm Desktop software ............................................... 56 Security................................................................................................. 57 Assigning a password .................................................................... 57 Changing or deleting a password ................................................ 58 Locking your handheld ................................................................. 59 Recovering from a forgotten password ....................................... 60 Chapter 4: Overview of Basic Applications.........................................61 Date Book ............................................................................................. 62 Date Book Plus .................................................................................... 63 Address ................................................................................................ 64 To Do List............................................................................................. 65 Memo Pad ............................................................................................ 66 Calculator............................................................................................. 67 CityTime............................................................................................... 68 Expense................................................................................................. 69 Chapter 5: Common Tasks ....................................................................71 Creating records.................................................................................. 71 Editing records .................................................................................... 72 Entering text .................................................................................... 72 Edit menu ......................................................................................... 72 Deleting records .................................................................................. 74 Other ways to delete records ........................................................ 74 Purging records................................................................................... 75 Exchanging and updating data: HotSync operations.................... 76 Performing a HotSync operation for the first time .................... 76 Categorizing records .......................................................................... 78 System-defined and user-defined categories ............................. 79 Finding records ................................................................................... 82 Looking up Address records ........................................................ 82 Using Find ....................................................................................... 85 Using Phone Lookup ...................................................................... 86 Page 4 VisorTM Handheld User Guide Sorting lists of records ........................................................................89 Making records private ......................................................................90 Hiding and masking private records ...........................................90 Attaching notes ....................................................................................93 Choosing fonts .....................................................................................94 Chapter 6: Application Specific Tasks .................................................95 Date Book .............................................................................................96 Scheduling an event ........................................................................96 Rescheduling an event .................................................................100 Setting an alarm for an event ......................................................100 Scheduling repeating or continuous events ..............................101 Changing the Date Book view .....................................................104 Working in Week View ................................................................104 Working in Month View ..............................................................106 Working in Agenda view .............................................................106 Spotting event conflicts ................................................................107 Date Book menus ..........................................................................108 Date Book Plus...................................................................................111 Working in Week View with Text ..............................................111 Working in Year View ..................................................................112 Working in List View ...................................................................113 Working with floating events ......................................................113 Working with To Do items ..........................................................115 Using the Daily Journal ................................................................116 Using templates .............................................................................117 Using snooze alarms .....................................................................118 Selecting the default Date Book ..................................................118 Date Book Plus menus ..................................................................118 Address ...............................................................................................127 Creating an Address entry ...........................................................127 Duplicating an entry .....................................................................128 Selecting types of phone numbers ..............................................129 Changing Address Entry details .................................................129 Address menus ..............................................................................130 To Do List ...........................................................................................133 Setting priority ...............................................................................133 Checking off a To Do item ...........................................................134 Changing To Do item details .......................................................134 Setting a due date ..........................................................................135 To Do Show Options .....................................................................136 To Do List menus ..........................................................................137 Memo Pad...........................................................................................138 Reviewing memos .........................................................................138 Page 5 Memo Pad menus ......................................................................... 139 Calculator........................................................................................... 140 Selecting the Calculator mode .................................................... 140 Using the Basic Calculator buttons ............................................ 140 Displaying Recent Calculations .................................................. 141 Using the Advanced Calculator mode ...................................... 141 Using the Advanced Calculator buttons ................................... 142 Creating a custom view ............................................................... 151 Calculator menus .......................................................................... 152 CityTime............................................................................................. 153 Setting your home city ................................................................. 153 Selecting remote cities .................................................................. 154 Adding cities ................................................................................. 154 CityTime menus ............................................................................ 155 Expense............................................................................................... 156 Changing the date of an Expense item ...................................... 157 Entering receipt details ................................................................ 157 Customizing the Currency pick list ........................................... 158 Show Options ................................................................................ 160 Expense menus ............................................................................. 161 Chapter 7: Communicating Using Your Handheld............................163 Managing desktop E-Mail away from your desk ........................ 163 Setting up Mail on the desktop ................................................... 164 Synchronizing Mail with your E-Mail application .................. 164 Opening the Mail application on your handheld .................... 164 Viewing e-mail items ................................................................... 164 Creating e-mail items ................................................................... 166 Looking up an address ................................................................ 168 Adding details to e-mail items ................................................... 169 Storing e-mail to be sent later ..................................................... 173 Editing unsent e-mail ................................................................... 173 Draft e-mail .................................................................................... 174 Filing e-mail ................................................................................... 175 Deleting e-mail .............................................................................. 176 Removing e-mail from the Deleted folder ................................ 176 Purging deleted e-mail ................................................................. 176 Message list options ..................................................................... 177 HotSync options ............................................................................ 179 Creating special filters ................................................................. 180 Truncating e-mail items ............................................................... 184 Mail menus .................................................................................... 185 Beaming information........................................................................ 186 Page 6 VisorTM Handheld User Guide Chapter 8: Advanced HotSync® Operations ....................................189 Selecting HotSync setup options.....................................................189 Customizing HotSync application settings ...................................192 IR HotSync operations ......................................................................193 Preparing your computer for infrared communication ..........193 Configuring HotSync Manager for infrared communication .194 Performing an IR HotSync operation .........................................195 Returning to cradle HotSync operations ...................................195 Conducting a HotSync operation via modem...............................196 Preparing your computer ............................................................196 Preparing your handheld .............................................................198 Selecting the conduits for a modem HotSync operation .........199 Performing a HotSync operation via a modem ........................200 Creating a user profile ......................................................................200 Chapter 9: Setting Preferences for Your Handheld .........................203 Viewing preferences .........................................................................203 Buttons preferences...........................................................................204 Pen preferences ..............................................................................204 HotSync buttons preferences....................................................... 206 Connection preferences ....................................................................206 Connection Types ..........................................................................207 Setting modem configurations ....................................................208 Digitizer preferences.........................................................................210 Formats preferences ..........................................................................211 Country default .............................................................................211 Time, date, week start, and numbers formats ...........................211 General preferences...........................................................................212 Auto-off delay ................................................................................212 System, alarm, and game sounds ...............................................212 Network preferences and TCP/IP software..................................213 Selecting a service .........................................................................214 Entering a user name ....................................................................214 Entering a password .....................................................................215 Selecting a connection ..................................................................216 Adding telephone settings ...........................................................216 Connecting to your service ..........................................................219 Creating additional service templates .......................................220 Adding detailed information to a service template .................220 Creating a login script ..................................................................223 Deleting a service template ..........................................................225 Network preferences menu commands .....................................225 TCP/IP troubleshooting ...............................................................226 Owner preferences ............................................................................227 Page 7 ShortCuts preferences ...................................................................... 228 Creating a ShortCut ...................................................................... 228 Editing a ShortCut ........................................................................ 229 Deleting a ShortCut ...................................................................... 229 Appendix A: Maintaining Your Handheld .........................................231 Caring for your handheld................................................................ 231 Battery considerations...................................................................... 232 Resetting your handheld ................................................................. 233 Performing a soft reset ................................................................. 233 Performing a warm reset ............................................................. 234 Performing a hard reset ............................................................... 234 Appendix B: Troubleshooting Tips.....................................................237 Operating problems.......................................................................... 238 Tapping and writing problems....................................................... 239 Application problems....................................................................... 240 HotSync problems ............................................................................ 241 Beaming problems ............................................................................ 245 Password problems .......................................................................... 246 Springboard module problems....................................................... 247 Technical support ............................................................................. 248 Appendix C: Non-ASCII Characters for Login Scripts.......................249 Other Product Information ................................................................251 Index ....................................................................................................253 Page 8 VisorTM Handheld User Guide About This Guide Welcome to the VisorTM 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: s s s s Locating all the parts of your handheld Viewing and entering data Using your handheld with your computer Personalizing 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. Page 9 Page 10 Chapter 1 Introduction to Your VisorTM Handheld This chapter explains the physical buttons and controls on your VisorTM handheld computer, how to use your handheld for the first time, and how to use HotSync® technology to synchronize your handheld and PalmTM Desktop software. Getting to know your handheld What is a Visor handheld? With your Visor handheld, you will no longer have trouble getting to meetings and appointments on time, remembering people's names and personal details, or keeping track of all the items on your to do list. Your handheld can help you improve your track record in all these areas, both at work and at home. You can enter all your schedule details in Date Book Plus so you can view them by the day, week, month, year, or in list format; you can even set an alarm to remind you of important meetings. Keep all your contact names, addresses, phone numbers, and other details in Address, so you can find them as soon as you need them. Add your tasks to To Do list, prioritize them so you don't overlook them, and assign them a due date. To make sure you don't lose any of this important information, you can synchronize your data with Palm Desktop software on your computer so you always have a backup copy. You can set different levels of security for your handheld so unauthorized eyes cannot view your data. When you are out of the office, track your expenses for your expense reports. You can write, edit, and view your e-mail, and then synchronize your e-mail with your desktop E-Mail application when you return to your office. Chapter 1 Page 11 System requirements To install and operate Palm Desktop software, your computer system must meet the following requirements: Minimum requirements s Mac OS 8.5 or later (for USB cradle) --or-Mac OS 7.53 or later (for serial cradle) Apple Macintosh or compatible computer with a PowerPC processor 8 MB RAM (memory) minimum, 16 MB recommended 25 MB available hard disk space VGA monitor or better CD-ROM drive Mouse USB port (for USB cradle) Serial port (for serial cradle) s s s s s s s Optional equipment s s Modem (such as a SpringboardTM modem) Springboard expansion modules Upgrade information If you already own a Palm OS® handheld, Handspring recommends that you install the version of Palm Desktop software that comes with your Visor handheld into the same folder as your current Palm Desktop software. When you install the new version in the same folder as the previous version, all your data is preserved. If you use another personal information manager (PIM), you still need to install Palm Desktop software in order to update the HotSync Manager on your computer. You perform HotSync operations in exactly the same way, so you can quickly synchronize your old data with your new handheld. Page 12 Introduction to Your VisorTM Handheld To upgrade: 1. Synchronize your old handheld with your old Palm Desktop software. This ensures that the latest information from your handheld is on your desktop computer. 2. (Optional) To ensure against any data loss, go to the folder that stores Palm Desktop software, copy your user name folder, and store the copy outside the Palm Desktop software folder. 3. Follow the installation instructions in "Installing Palm Desktop software" later in this chapter. Be sure to install the new software in the same folder as the old software. 4. Place your new handheld in the cradle and press the HotSync button. If the User dialog box appears, select your user name. 5. Compare the applications on your old and new handhelds. 6. Beam any third party applications that did not transfer from your old handheld to your new handheld, or install them from the original files. Each handheld must have a unique name After you complete the upgrade process described above, you have two handhelds with the same name. This is an undesirable situation. Each handheld must have a unique name in order to prevent unexpected results during HotSync operations and other complications. We strongly recommend that you perform a hard reset on your old handheld. See "Performing a hard reset" in Appendix A for details. A hard reset not only erases all data from the old handheld; it also erases the name and makes that handheld a clean slate, ready to receive a new name. The next time you perform a HotSync operation with this old handheld, you are asked to give it a name. Be sure to give it a unique name. Chapter 1 Page 13 Visor components Locating front panel controls Stylus Screen Contrast control Graffiti® writing area Power button and backlight control Application buttons Scroll buttons Microphone Stylus Serves as the writing instrument used to enter data in your handheld. To use the stylus, slide the stylus out of the slot, and hold it as you would a pen or pencil. Displays the applications and information stored in your handheld. It is touch-sensitive and responds to the stylus. The area where you write letters and numbers using the Graffiti alphabet. See Chapter 2 to learn how to write Graffiti characters. Activates the individual applications that correspond to the icons on the buttons: Date Book Plus, Address, To Do List, and Memo Pad. See "Buttons preferences" in Chapter 9 for details on reassigning these buttons to activate any application on your handheld. Tip: If your handheld is turned off, pressing any application button activates your handheld and opens the corresponding application. Handheld screen Graffiti writing area Application buttons Page 14 Introduction to Your VisorTM Handheld Scroll buttons Displays text and other information that extends beyond the area of the handheld screen. Pressing the bottom scroll button scrolls down to view information below the viewing area, and pressing the top scroll button scrolls up to view the information above the viewing area. Microphone For use with Springboard expansion modules that support this feature. Power button and backlight control Turns your handheld on or off and controls the backlight feature. If your handheld is turned off, pressing the power button turns the unit on and returns you to the last screen you viewed. If your handheld is turned on, pressing the power button turns the unit off. Holding the power button down for about two seconds turns the backlight on or off. Contrast Control Displays the contrast control screen where you can adjust the appearance of the screen for the clearest screen display. Depending on the lighting conditions or temperature of the environment where you use your handheld, you may need to adjust the contrast. To adjust the contrast, drag the slider or tap the arrows to increase or decrease the contrast. To fine tune the contrast, press the scroll buttons on the front panel of your handheld. Using the backlight If you have difficulty seeing the information on your handheld, you can use the backlight to illuminate your screen. To activate the backlight: s Press the power button and hold it down for about two seconds. Release the button when the backlight turns on. In addition, you can assign the full-screen pen stroke to activate the backlight. See "Pen preferences" in Chapter 9 for more information. Tip: To turn off the backlight: s Press and hold the power button for about two seconds. The backlight also turns off automatically (after a period of inactivity) with the Auto-off feature. See "General preferences" in Chapter 9 for more information. Page 15 Chapter 1 Protective cover The cover protects the Visor handheld screen when it is not in use. To remove the cover: 1. Unclip the top of the cover from your handheld. 2. Lift the cover off your handheld. To reattach the cover: 1. Insert the pegs on the bottom of the cover into the holes on the bottom of your handheld. 2. Gently press the top of the cover onto your handheld until it clicks into place. Unclip top edge to remove cover Align pegs to replace cover Page 16 Introduction to Your VisorTM Handheld Locating back panel components Springboard expansion slot protector IR port Reset button Battery door USB and serial connector Springboard expansion slot protector IR port Slides in and out of the Springboard expansion slot. You can replace the slot protector with a Springboard expansion module to add features to your handheld. Uses infrared technology to transmit data to and receive data from other Palm OS handhelds. See "Beaming information" in Chapter 7 for more information. You can also use the IR port to update the information between your handheld and computer using HotSync technology. See "IR HotSync operations" in Chapter 8 for details. Under normal use, you should not have to use the reset button. See Appendix A for information about when and how to use the reset button. Covers the batteries that power your handheld. The connector that connects your handheld to the cradle, which in turn connects to a USB port or serial port on your computer. This allows you to update the information between your handheld and computer using HotSync technology. Reset button Battery door USB and serial connector Chapter 1 Page 17 Installing the batteries To use your handheld, you must install two AAA alkaline batteries. The batteries fit behind the battery door on the back of the handheld. See "Battery considerations" in Appendix A for more information. To install the batteries: 1. Press the latch on the battery door and lift the battery door away from your handheld. 2. Install the two AAA alkaline batteries supplied with your handheld into the battery compartment. Note: A diagram in the interior of the battery compartment shows + and - ends of the batteries. When correctly installed, the clips in the battery compartment secure the batteries in place. 3. Insert the battery door back into place so that it is flush with the back of your handheld and "clicks" into position. Important: Do not force the battery door. When the batteries are correctly installed, the battery door clips smoothly into place. If you feel resistance when replacing the door, make sure the door is aligned with the slots on the back of your handheld, and that the batteries are firmly seated in the battery compartment. Page 18 Introduction to Your VisorTM Handheld Tapping and typing Tap with the stylus to get things done Like using a mouse to click elements on a computer screen, using the stylus to tap elements on your handheld screen is the basic action to get things done on your handheld. The first time you start your handheld, setup instructions appear on the screen. These instructions include a calibration screen, or digitizer. Calibration aligns the internal circuitry of your handheld with its touch-sensitive screen so that when you tap an element on the screen, the handheld can detect exactly which task you want to perform. Important: Always use the point of the stylus for tapping or making strokes on the handheld screen. Never use an actual pen, pencil, or other sharp object to write on the handheld screen. With your handheld turned on, you can tap the handheld screen to perform many operations, such as the following: s s s s s Open applications Choose menu commands Initiate a global Find operation Select options in dialog boxes Open the onscreen keyboards Just as you can drag the mouse to select text or move objects on your computer, you can also drag the stylus to select text. You can also use the stylus to drag the slider of any scroll bar. Chapter 1 Page 19 Elements of the handheld interface Menu bar Pick list Check box Icons Command buttons Menu bar Command buttons Icons A set of commands that are specific to the application. Not all applications have a menu bar. Tap a button to perform a command. Command buttons appear in dialog boxes and at the bottom of application screens. Tap the icons to open applications Calculator . , menus , , and to find text anywhere in your data abc 123 Check box With the cursor in an input field, tap the dot to activate the alphabetic keyboard. With the cursor in an input field, tap the dot to activate the numeric keyboard. When a check mark appears in a check box, the corresponding option is active. If a check box is empty, tapping it inserts a check mark. If a check box is checked, tapping it removes the check mark. Tap the arrow to display a list of choices, and then tap an item in the list to select it. Pick list Page 20 Introduction to Your VisorTM Handheld Previous/next arrows Scroll bar Next/ previous arrows Scroll bar Tap the up and down arrows to display the previous and next page of information; tap the left and right arrows to display the previous and next record. Drag the slider, or tap the top or bottom arrow, to scroll the display one line at a time. To scroll to the previous page, tap the scroll bar just above the slider. To scroll to the next page, tap the scroll bar just below the slider. You can also scroll to the previous and next pages by pressing the scroll buttons on the front panel of your handheld. Opening applications You can use the Applications Launcher to open any application installed on your handheld. You can also open the four main applications -- Date Book Plus, Address, To Do List, and Memo Pad -- with the application buttons on the front panel of your handheld. Tip: When you press an application button on the front panel, you have instant access to the selected application. You don't even need to turn on your handheld first. In addition to providing a way for you to open applications, the Applications Launcher displays the current time, battery level, and application category. Chapter 1 Page 21 To open an application: 1. Tap the Applications icon . 2. Tap the icon of the application that you want to open. If you have many applications installed on your handheld, tap the scroll bar to see all of your applications. Tip: To find an application quickly, you can write the Graffiti character for the first letter of its name. The Applications Launcher scrolls to the first application with a name that begins with that letter. You can also assign application icons to different categories. See "Categorizing applications" in Chapter 3. Using menus Menus on your handheld are easy to use. Once you have mastered them in one application, you can use them the same way in all other applications. The menus of each application are illustrated in the section on that application in Chapter 4. The Edit menu is described in "Editing records" in Chapter 4. To open the menu bar: 1. Do one of the following: s Open an application (such as Memo Pad) and then tap the s Menu icon . Tap the inverted tab at the top of any application's screen (except Calculator). Page 22 Introduction to Your VisorTM Handheld Tap inverted tab Tap the Menu icon In this example, three menus are available: Record, Edit, and Options. The Record menu is selected and contains the commands New Memo, Delete Memo, and Beam Memo. Choosing a menu After you open the menu bar for an application, tap the menu that contains the command you want to use. The menus and menu commands that are available depend on the application. Also, the menus and menu commands vary depending on which part of the application you're using. For example, in Memo Pad, the menus are different for the Memo list screen and the Memo screen. Graffiti menu commands Most menu commands have an equivalent Graffiti Command stroke, which is similar to the keyboard shortcuts used to execute commands on computers. The command letters appear to the right of the command names. To use the Graffiti menu commands, the menu bar must be closed. Menu commands Command letters Chapter 1 Page 23 To use the Graffiti menu commands: 1. In the Graffiti text area, draw a diagonal line from the lower left to upper right. The Command toolbar appears for about four seconds. Command toolbar 2. Immediately write the corresponding command letter in the Graffiti letter area. For example, to choose Select All in the Edit menu, draw the Command stroke, followed by the letter "s." Tip: If you wait more than three seconds to write the menu command, you need to redraw the Graffiti Command stroke to redisplay the Command toolbar. Command toolbar The Command toolbar provides quick access to frequently used menu commands. The commands available vary based on the active screen. To use the command toolbar: 1. In the Graffiti text area, draw a diagonal line from the lower left to upper right. The Command toolbar appears for about four seconds. Command toolbar 2. Tap the icon for the command you want. Tip: If you wait more than three seconds to tap the icon, you need to redraw the Graffiti Command stroke to redisplay the Command toolbar. Displaying online tips Many of the dialog boxes that appear on your handheld contain an online Tips icon in the upper-right corner. Online tips anticipate questions you have in a dialog box, provide shortcuts for using the dialog box, or give you other useful information. Page 24 Introduction to Your VisorTM Handheld To display an online tip: 1. Tap the Tips icon . 2. After you review the tip, tap Done. Four ways to enter data There are four ways to enter data into your handheld: s s s Using Graffiti writing Using the onscreen keyboard Entering or importing data in Palm Desktop software and then synchronizing with your handheld Using an external keyboard s Graffiti writing Your handheld includes Graffiti writing software as the primary system for entering text and numbers. With Graffiti writing, you write simple strokes with the stylus and they are instantly recognized as letters or numbers. Write letters here Write numbers here Division marks Chapter 1 Page 25 Your handheld also includes Giraffe, a game you can use to practice Graffiti writing. See "Installing and removing applications" in Chapter 3 for installation instructions. The Memo Pad application is ideal for practicing Graffiti writing. This section explains how to open Memo Pad and use it to practice Graffiti writing. To open Memo Pad: 1. Press the Memo Pad application button 2. Tap New. . Note: A blinking cursor appears on the first line of the new memo to indicate where new text will appear. New memo cursor Tap New Write in Graffiti area See "Using Graffiti writing to enter data" in Chapter 2 for more information. Page 26 Introduction to Your VisorTM Handheld Onscreen keyboard When you create or edit a record in an application such as Address, you can open the onscreen alphabetic and numeric keyboards to enter data. Tap here for alphabetic keyboard Tap here for numeric keyboard After a keyboard is open, you can tap to open any of the other keyboards, including the international keyboard. See "Using the onscreen keyboard" in Chapter 2 for more information. Note: You cannot enter Graffiti characters while using the onscreen keyboard. Alpha Tab Caps lock Caps shift Tap here to display alphabetic keyboard Numeric International Backspace Carriage return Tap here to display numeric keyboard Tap here to display international keyboard Chapter 1 Page 27 Using Palm Desktop software If you have new records you want to add to your handheld and prefer to use the computer keyboard rather than the onscreen keyboard, enter the data in Palm Desktop software or the PIM you have installed to use with your handheld. After the information is in Palm Desktop software, perform a HotSync operation to synchronize your handheld with your computer. See "Exchanging and updating data: HotSync operations" in Chapter 5 for more information. HotSync button Importing data If you already have data in a database on your computer, you can import it into Palm Desktop software. You can import data stored in computer applications such as spreadsheets and databases, or data from another Palm OS handheld. When you import data, you transfer the records to your handheld without having to enter them manually. See "Importing data" in Chapter 2 for more information. Using an external keyboard You can connect an optional keyboard accessory to the connector on your handheld so you can type data directly into your handheld. External keyboards are very helpful when you need to enter large amounts of data quickly and accurately while you are away from your computer. For more information about external keyboard accessories, go to the web site: www.handspring.com. Page 28 Introduction to Your VisorTM Handheld Customizing your handheld You can customize your handheld by using the Preferences application. You can enter personal information such as your name and address; change the time and date; view different date and time formats when you travel; turn off sounds; and configure your handheld to work with a modem or network. See Chapter 9 for more information on customizing your handheld. To open the Preferences screens: 1. Tap the Applications icon 2. Tap the Preferences icon . . 3. Tap the category pick list in the upper-right corner of the screen. 4. Tap the Preferences category you want to view. The following procedures for setting the time and date give you an example of how to customize your handheld. You make changes to the time and date in General preferences. To set the current time: 1. Tap the Set Time box. Tap here 2. Tap the up or down arrows to change the hour. 3. Tap each minute number, and then tap the arrows to change them. 4. Tap AM or PM. Note: Your handheld can also display time based on a 24-hour clock. See "Formats preferences" in Chapter 9 for more information. 5. Tap OK. Chapter 1 Page 29 To set the current date: 1. Tap the Set Date box. 2. Tap the arrows to select the current year. Tap arrows to select year Tap to select month Tap to select date 3. Tap a month. 4. Tap the current date. Palm Desktop software Palm Desktop software includes the same main applications as your handheld: Daily Calendar (Date Book), Contact List (Address), Task (To Do List),and Note (Memo Pad). You can use the HotSync feature of this software to back up and exchange data between your handheld and your computer. It is a good idea to back up your data in case something happens to the data on your handheld. Changes you make on your handheld or Palm Desktop software appear in both places after you synchronize. With Palm Desktop software, you can do the following: s Work with your handheld applications on your computer. Palm Desktop software duplicates the Daily Calendar (Date Book), Contact List (Address), Task (To Do List),and Note (Memo Pad) applications on your handheld, so you can view, enter, and modify any data stored on your handheld. Back up the data stored on your handheld with HotSync technology and synchronize the data on your Palm Desktop software. Synchronization is a one-step procedure that ensures your data is always safe and up-to-date. See "Exchanging and updating data: HotSync operations" in Chapter 5 for details. Import and export data, so you can easily transfer data from other desktop applications into any of your main applications. See "Importing data" in Chapter 2 for more information. Print your Palm Desktopinformation on any printer. Introduction to Your VisorTM Handheld s s s Page 30 Installing Palm Desktop software The following instructions guide you through installing Palm Desktop software. After installation, refer to the online Help in Palm Desktop software for information about how to use the software. Note: You must install the software that comes with your Visor handheld even if you already installed Palm Desktop software for a previous Palm OS handheld. To ensure a safe and uninterrupted installation of Palm Desktop software, please do not simply copy the Palm Desktop software files to your computer's hard disk. You must use the installer to place the files in their proper locations and to decompress the files. To install Palm Desktop software: 1. Exit any open programs, including those that run at startup, and disable any virus-scanning software. 2. Insert the Palm Desktop software CD-ROM into the computer's CD-ROM drive. 3. Double-click the Palm Desktop CD icon on the desktop. 4. Double-click the Installer icon to begin the installation process. 5. Follow the onscreen instructions to complete the installation. 6. When prompted to connect the cradle, see "Connecting the cradle" for details. Connecting the cradle The cradle that comes with your Visor handheld enables you to synchronize the information on your handheld with the Palm Desktop software using HotSync technology. Note: If your computer does not have a USB port, or a Mac OS version that is earlier than Mac OS 8.5, you need a serial cradle to connect to your computer. You can purchase a serial cradle from www.handspring.com. Chapter 1 Page 31 To connect the cradle: 1. Plug the cable from the handheld cradle into the USB port or serial port on your computer. Shown with USB port Shown with Serial port Note: If you are unsure about the exact location of the USB port or serial port on your computer, refer to the manual supplied with the computer. Using your handheld with another PIM If you prefer to use another personal information manager (PIM), you can use it if third-party connection software, called a conduit, is available for your PIM. You must install the software that came with your Visor handheld along with the conduit for your PIM to synchronize the data between your handheld and your PIM. For information on conduit software, go to this web site: www.handspring.com. Page 32 Introduction to Your VisorTM Handheld Installing a Springboard module Springboard expansion modules enable you to extend the functions of your handheld. To install a Springboard module, simply remove the slot protector and insert the module in the Springboard expansion slot until the connectors are secure. Chapter 1 Page 33 Page 34 Introduction to Your VisorTM Handheld Chapter 2 Entering Data in Your Handheld This chapter explains how to enter data into your VisorTM handheld computer, by writing with the stylus in the Graffiti® writing area, by using the onscreen keyboard, by using the computer keyboard, by using an external keyboard, or by importing data from another application. Using Graffiti writing to enter data Chapter 1 introduced Graffiti writing and briefly described how to use it to enter text in your applications. In this section, you learn the procedures for creating letters, numbers, punctuation, and symbols as well as some Graffiti tips and tricks. Writing Graffiti characters Most people find they can enter text quickly and accurately with only minutes of practice. Graffiti writing includes any character you can type on a standard keyboard. The Graffiti strokes closely resemble the uppercase letters of the regular alphabet, which makes Graffiti writing easy to learn. There are four basic concepts for success with Graffiti writing: s If you draw the character shape exactly as shown in the tables later in this chapter (like the shapes shown in the following diagram), you achieve 100% accuracy. s The heavy dot on each shape shows where to begin the stroke. Certain characters have similar shapes, but different beginning and end points. Always begin the stroke at the heavy dot (you should not create the heavy dot; it is only there to show you where to begin the stroke). Chapter 2 Page 35 s Most characters require only a single stroke. When you lift the stylus from the Graffiti writing area, your handheld recognizes and displays the text character immediately. To accomplish single strokes, some Graffiti strokes are portions of the regular alphabet equivalents. The Graffiti writing area is divided into two parts: one for writing the letters of the alphabet and one for writing numbers. The small marks at the top and bottom of the Graffiti writing area indicate the two areas. Write letters here Write numbers here s Division marks To write Graffiti letters: 1. Tap the screen where you want your text to go. Note: You need to tap above the Graffiti writing area, and must see a blinking cursor before you write the text. 2. Use the tables on the following pages to find the stroke shape for the letter you want to create. For example, the stroke shown below creates the letter "n." Note: There are two different stroke shapes available for some letters. For these letters, choose the one that's easiest for you. Lift stylus here Start stroke at heavy dot As you'll see later, you use the same shape to create both the uppercase and lowercase version of a letter. Page 36 Entering Data in Your Handheld 3. Position the stylus in the left-hand side of the Graffiti writing area. 4. Start your stroke at the heavy dot and draw the stroke shape as it appears in the tables. 5. Lift the stylus from the screen at the end of the stroke shape. That's all there is to it! When you lift the stylus from the screen, your handheld recognizes your stroke immediately and prints the letter at the insertion point on the screen. As soon as you lift the stylus from the screen, you can begin the stroke for the next character you want to write. Important: You must begin the character strokes in the Graffiti writing area. If you do not make Graffiti strokes in the Graffiti writing area, your handheld does not recognize them as text characters. Graffiti tips When using Graffiti writing, keep these tips in mind: s Accuracy improves when you write large characters. You should draw strokes that nearly fill the Graffiti writing area. To delete characters, simply set the insertion point to the right of the character you want to delete and make the backspace stroke (a line from right to left) in the Graffiti writing area. Write at natural speed. Writing too slowly can generate recognition errors. Do not write on a slant. Vertical strokes should be parallel to the sides of the Graffiti writing area. Press firmly. s s s s Chapter 2 Page 37 The Graffiti alphabet Letter A B C D E F G H I J K L M Strokes Letter N O P Q R S T U V W X Y Z Strokes Space Carriage Return Back Space Period tap twice Page 38 Entering Data in Your Handheld Writing capital letters You make capital letters with the same stroke shapes as the basic alphabet characters. To make capital letters, you must first "shift" to caps -- just as you press the Shift key on a keyboard -- and then write the character strokes. Note: Graffiti writing includes a feature that automatically capitalizes the first letter when you create a new sentence or a new record (by tapping New or a blank line). To draw the first letter of a word as a capital letter: s Use the Caps Shift stroke: Caps Shift Tip: When Caps Shift is active, an "up arrow" symbol appears in the lower-right corner of the handheld screen. If you accidentally activate Caps Shift, backspace will cancel it. Caps Shift To enter only capital letters (Caps Lock): s Use the Caps Lock stroke: Caps Lock Tip: When Caps Lock is active, an underlined "up arrow" symbol appears in the lower-right corner of the handheld screen. To return to lowercase, make the Caps Shift stroke. Caps Lock Writing numbers Writing numbers with Graffiti writing is similar to writing letters of the alphabet, except that you make the character strokes on the righthand side (numbers side) of the Graffiti writing area. Chapter 2 Page 39 Graffiti numbers Number 0 1 2 3 4 Strokes Number 5 6 7 8 9 Strokes Writing punctuation marks Graffiti writing can create any punctuation symbol that you can enter from a standard keyboard. All punctuation marks begin with a single tap on the Graffiti writing area. When you make this tap, you activate Punctuation Shift and a dot appears to show it is active. The next stroke you make with the stylus creates a punctuation mark. Punctuation Shift Note: When Punctuation Shift is active, you can make a symbol stroke anywhere in the Graffiti writing area (the letters or numbers side). Page 40 Entering Data in Your Handheld Symbol Period . Comma , Apostrophe ' Question ? Exclamation ! Stroke Symbol Dash -- Left Paren ( Right Paren ) Slash / Dollar $ Stroke Additional Graffiti punctuation @ # % ^ &* < > ­ + = | \ { } [ ] ~ ` ; : " tab Writing symbols and extended characters All symbols and extended characters begin with the stroke in the Graffiti writing area of your handheld: Symbol Shift When the Symbol Shift is active, a slanted shift symbol appears in the lower-right corner of the screen. The next stroke that you make creates the symbol or extended character. Symbol Shift Chapter 2 Page 41 Writing accented characters To create accented characters, draw the stroke normally used to create the letter, followed by an accent stroke. Graffiti writing then adds the accent to the letter. For example, the following diagram shows the strokes required to draw an accented "e." =e Accent strokes a a a a a a Using these accent strokes, you can write the following accented letters: àáâãäåèéêìíîïòóôõöùúûüÿýñ Additional non-English characters You can write the following characters in the lowercase alphabet mode without any special punctuation or shifting: c ae Note: You must write these non-English characters in the left side of the Graffiti writing area. Page 42 Entering Data in Your Handheld Navigation strokes In addition to character symbols, Graffiti writing includes special strokes that you can use to navigate within text or fields in your applications. Command Move cursor right Move cursor left Previous field (Address only) Next Field (Address only) Open Address Record (Address only) Stroke Graffiti ShortCuts Graffiti ShortCuts make entering commonly used words or phrases quick and easy. ShortCuts are similar to the Glossary or Autotext features of some word processors. Graffiti writing comes with several predefined ShortCuts, and you can also create your own. Each ShortCut can represent up to 45 characters. For example, you might create a ShortCut for your name, or for the header of a memo. See "ShortCuts preferences" in Chapter 9 to learn about creating your own ShortCuts. To use a ShortCut, draw the ShortCut stroke followed by the ShortCut characters. When you draw the ShortCut stroke, the ShortCut symbol appears at the insertion point to show that you are in ShortCut mode. ShortCut Chapter 2 Page 43 Your handheld includes the following predefined Graffiti ShortCuts: Entry Date stamp Time stamp Date / time stamp Meeting Breakfast Lunch Dinner ShortCut ds ts dts me br lu di Using the onscreen keyboard You can open the onscreen keyboard anytime you need to enter text or numbers on your handheld. Note that you cannot enter Graffiti characters while using the onscreen keyboard. To use the onscreen keyboard: 1. Open any application (such as Memo Pad). 2. Tap any record, or tap New. 3. Tap "abc" to open the alphabetic keyboard, or tap "123" to open the numeric keyboard. Tap here for alpha keyboard Tap here for numeric keyboard 4. Tap the characters to enter text and numbers. Note: The onscreen keyboard also includes a dialog box for international characters. You can switch among the three dialogs at any time to enter the exact text you need. 5. After you finish, tap Done to close the onscreen keyboard and place the text in the record. Page 44 Entering Data in Your Handheld Using your computer keyboard If you have a lot of data to enter, or prefer to use the computer keyboard, you can use PalmTM Desktop software, or any supported PIM, to enter information. You can then perform a HotSync® operation to synchronize the information on your computer with the information on your handheld. All the main applications on your handheld are available in Palm Desktop software and in most PIMs. Refer to Palm Desktop online Help for more information on entering data on your computer. Importing data If you have data stored in computer applications such as spreadsheets and databases, you can transfer the data to your Visor handheld without having to key it in manually. Save the data in one of the file formats listed below, import it into Palm Desktop software, and then perform a HotSync operation to transfer the data to your handheld. You can import data from any of the following PIM (personal information manager) products. s s s s s s s s s Address Book Plus DateBook Pro DayMaker Dynodex Meeting Maker Now Contact Now Up-to-Date QuickDex TouchBase Pro Palm Desktop software can open Claris Organizer files directly; you do not need to import them. To import data from PIM product files, you must export and save the entire file in text format first. You can import fields from TouchBase Pro, DateBook Pro, DayMaker, and QuickDex files in the proper order. You might have to adjust the field order of other PIM product files you import. Chapter 2 Page 45 You can also import data from a FileMaker Pro database or a ClarisWorks database. In FileMaker Pro, be sure to export the database to the Tab-Separated Text file type. In ClarisWorks, be sure to save the database in ASCII text format and give it a different name so you don't overwrite the original file. You can import data from a Newton that uses Newton Operating System 1.0. Simply use the Newton Connection Kit to export data from the Newton Names file, Date Book Calendar file, and Notepad, and then import the resulting files into PalmTM Desktop software. The Newton Connection Kit does not work with Newton Operating System 2.0. To import data: 1. Export a text file from the other product. 2. Open Palm Desktop software. 3. From the File menu, choose Import. 4. Select the file you want to import. 5. Click Open. 6. In the Import dialog box, check each field name to be sure the correct data moves into the correct fields. To change the order of a field in the file you're importing into, move the pointer over a field name in the Fields In list. When the pointer changes to double arrow, drag the name to a new location. To prevent information from being imported into a field, click the arrow between field names. The arrow changes to a dotted line. To view the information in the file you're importing from, click the Scan Data arrows to see the information in each record. 7. From the Fields pop-up menu, choose the appropriate field. 8. From the Delimiters pop-up menu, choose the appropriate delimiter. The field and delimiter are set automatically if you are importing a Claris Organizer, TouchBase Pro, DateBook Pro, DayMaker, or QuickDex file. 9. Click OK. Page 46 Entering Data in Your Handheld Using an external keyboard You can connect an optional keyboard accessory to the connector on your handheld so you can type data directly into your handheld. External keyboards are very helpful when you need to enter large amounts of data quickly and accurately while you are away from your computer. Chapter 2 Page 47 Page 48 Entering Data in Your Handheld Chapter 3 Managing Your Applications This chapter explains how to switch between applications on your VisorTM handheld computer, how to change application settings so they are personalized to your work methods, and how to categorize applications so you view them in related groups. Using the Applications Launcher To open the Applications Launcher, tap the Applications icon . Selecting applications Your handheld is equipped with a variety of applications. All the applications installed on your handheld appear in the Applications Launcher. See "Opening applications" in Chapter 1 for details. Switching between applications When working in any application, tap the Applications icon or press an application button on the front panel of your handheld to switch to another application. Your handheld automatically saves your work in the current application and displays it when you return to that application. Categorizing applications The category feature enables you to manage the number of application icons that appear onscreen in the Applications Launcher. You can assign an application to a category and then display a single category or all your applications. Chapter 3 Page 49 To categorize an application: 1. Tap the Applications icon 2. Tap the Menu icon . . 3. Tap App, and then tap Category. 4. Tap the pick list next to each application to select a category. Tip: To create a new category, tap Edit Categories from the pick list. Tap New, enter the category name, and then tap OK to add the category. Tap OK. 5. Tap Done. To display applications by category: 1. Tap the Applications icon 2. Do one of the following: . Tap the Applications icon repeatedly to cycle through all your categories. Tap the pick list in the upper-right corner of the screen and select the category you want to display. Page 50 Managing Your Applications