User manual HANDSPRING TREO 90

TreoTM 90 Handheld User Guide Macintosh Edition Copyright Copyright © 2002 Handspring, Inc. All Rights Reserved. Handspring, Treo, and the Treo logo are trademarks of Handspring, Inc. and may be registered in some jurisdictions. Blazer and the Handspring logo are trademarks of Handspring Inc., are registered trademarks in the U.S.A., and may be registered in other jurisdictions. Portions copyright © 1998-2002 Palm, Inc. or its subsidiaries. All rights reserved. Palm OS and HotSync are registered trademarks and Palm and the Palm Powered logo are trademarks of Palm, Inc. and are used by Handspring under license. The SD logo is a trademark. All other trademarks and trade names are the property of their respective owners. Disclaimer and limitation of liability Handspring, Inc. and its suppliers assume no responsibility for: (i) any damage or loss resulting from the use of this handbook, (ii) any loss or claims by third parties that may arise through the use of this software, or (iii) any damage or loss caused by deletion of data as a result of malfunction, dead battery, or repairs. Be sure to make backup copies of all important data on other media to protect against data loss. Warranty and License Agreement In order to obtain warranty service, you must immediately notify Handspring of any defect within the warranty period and provide dated proof of original purchase. For further information about the warranty service procedure, please visit our website at: http://www.handspring.com A copy of the Warranty and End User License Agreement are included in this guide. You can also view a copy of the warranty on our website at http://support.handspring.com/esupport/forms/hsFileList.jsp?Type=Warranties. The information included in this guide 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 Wireless setup and desktop synchronization software are supplied on the Handspring CD-ROM disc. If you do not have access to a CD-ROM drive for your computer, you can download this software from www.handspring.com. Page 2 Macintosh Edition Contents Introduction to Your TreoTM 90 Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9 Getting to know your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 What is a Treo handheld? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10 Upgrade information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .10 Treo components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .12 Locking and unlocking the keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14 Adjusting the display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14 Charging the battery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15 Using the protective cover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16 Using the stylus to get things done . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17 Elements of the handheld interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17 Moving around the screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18 Displaying online tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .18 Customizing your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19 Connecting the HotSync cable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21 Using desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21 Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22 Using your handheld with another PIM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .22 Entering Data in Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23 Using the handheld keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23 Typing capital letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23 Typing numbers and symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .24 Navigation keystrokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25 Using menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25 Using text ShortCuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .26 Typing accented characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27 Typing extended characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27 Using the onscreen keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29 Using your computer keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29 Importing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .30 Managing Your Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Using the Applications Launcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Opening applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33 Switching between applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Categorizing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Changing the Applications Launcher display . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34 Choosing preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35 Installing and removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Installing add-on applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36 Removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38 Removing Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39 Working with expansion cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40 Opening applications on an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Copying applications to an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41 Using the Card Info application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42 Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43 Assigning a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Changing or deleting a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44 Locking your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45 Recovering from a forgotten password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46 Applications Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49 Date Book Plus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50 Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51 To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52 Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53 CityTime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54 Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55 Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56 Common Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Creating records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57 Editing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Entering text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Edit menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58 Deleting records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59 Other ways to delete records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Purging records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60 Categorizing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 System-defined and user-defined categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61 Page 4 Contents Finding records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63 Looking up Contacts records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64 Using Find . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Using Phone Number Lookup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65 Sorting lists of records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68 Making records private . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Hiding and masking private records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Attaching notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71 Choosing fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Exchanging and updating data: HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72 Performing a HotSync operation for the first time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73 Beaming information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74 Application-Specific Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77 Date Book Plus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Working in Day View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Scheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78 Rescheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80 Setting an alarm for an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81 Scheduling repeating or continuous events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82 Changing the Date Book Plus view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84 Working in Week View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85 Working in Week View with Text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86 Working in Month View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 Working in Year View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87 Working in List View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88 Spotting event conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 Working with floating events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89 Working with To Do items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90 Using the Daily Journal . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90 Using templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91 Date Book Plus menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92 Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 Creating a Contacts entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99 Duplicating a Contacts entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .100 Selecting types of phone numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .100 Changing Contact entry details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101 Dialing a number in your Contacts list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101 Contacts menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .102 To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105 Setting priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105 Setting a due date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105 Assigning a category . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .106 Contents Page 5 Checking off a To Do item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .107 To Do Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .107 To Do List menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .108 Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110 Reviewing memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .110 Memo Pad menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .111 CityTime . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .112 Setting your home city . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .112 Selecting remote cities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .112 Adding cities . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .113 CityTime menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .113 Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114 Selecting the Calculator mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114 Using the Basic Calculator buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .114 Displaying Recent Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .115 Using the Advanced Calculator mode . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .115 Using the Advanced Calculator buttons . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .115 Creating a custom view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .122 Calculator menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .123 Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .124 Changing the date of an Expense item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .124 Entering receipt details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .125 Customizing the Currency pick list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .126 Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .127 Expense menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .128 Setting Preferences for Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129 Viewing Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .129 Buttons Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130 HotSync Buttons Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .130 Connection Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .131 Connection Types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .131 Date & Time Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .132 Digitizer Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .132 Formats Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .132 Country default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .132 Time, date, week start, and numbers formats . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133 General Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133 Auto-off delay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .133 System, alarm, and game sounds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134 Page 6 Contents Network Preferences and TCP/IP software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134 Selecting a service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .134 Entering a user name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .135 Entering a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .136 Selecting a connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .136 Adding telephone settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .137 Connecting to your service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .139 Creating additional service templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .139 Adding detailed information to a service template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .140 Creating a login script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .142 Deleting a service template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .144 Network Preferences menu commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .144 TCP/IP troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .144 Owner Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .145 Phone Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .146 ShortCuts Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .146 Creating a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .146 Editing a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .147 Deleting a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .147 Advanced HotSync® Operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149 Selecting HotSync setup options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .149 Customizing HotSync application settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .151 IR HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .152 Preparing your computer for infrared communication . . . . . . . . . . . . . . . . . . . . . . . . . . . . .152 Configuring HotSync Manager for infrared communication . . . . . . . . . . . . . . . . . . . . . . . .153 Performing an IR HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .153 Returning to cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .154 Conducting a modem HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .155 Preparing your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .155 Preparing your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .156 Selecting the conduits for a modem HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . .157 Performing a modem HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .158 Creating a user profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .158 Synchronizing with your desktop e-mail application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .160 Setting up Mail on the desktop . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .160 Synchronizing Palm Mail with your E-Mail application . . . . . . . . . . . . . . . . . . . . . . . . . . . . .160 Using Palm Mail on your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .160 Viewing e-mail items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .161 Creating e-mail items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .162 Looking up an address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .163 Adding details to e-mail items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .164 Storing e-mail to be sent later . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .167 Contents Page 7 Filing e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .169 Deleting e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .170 Message list options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .171 Sorting the Message list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .172 Palm Mail HotSync options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .172 Palm Mail menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .177 Using the Wireless Application Suite . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 179 Preparing for mobile communications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .180 Blazer Web Browser . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .181 Viewing web pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .181 Working with bookmarks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .182 Blazer menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .186 PalmTM SMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .190 Receiving SMS messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .191 Creating text messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .192 Creating a message signature . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .193 Sending data via SMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .194 Modifying messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .194 SMS Messaging menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .195 One-Touch Mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .197 Maintaining Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 199 Caring for your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .199 Battery considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .199 Resetting your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .200 Performing a soft reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .200 Performing a warm (or safe) reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201 Performing a hard reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .201 Troubleshooting Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 203 Operating problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .203 Tapping and keyboard problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .204 Wireless communication problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .204 Application problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .206 HotSync problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .207 Beaming problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .208 Password problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .208 Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .209 Non-ASCII Characters for Login Scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211 Warranty and Other Product Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 213 Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 223 Page 8 Contents Chapter 1 Introduction to Your TreoTM 90 Handheld This chapter explains the physical buttons and controls on your TreoTM 90 handheld, how to use your handheld for the first time, and how to install PalmTM Desktop software and the HotSync® Manager synchronization software so you can synchronize your handheld and your computer. Getting to know your handheld What is a Treo handheld? Your Treo handheld is one of the smallest, lightest, color Palm OS® handhelds available today. With your new 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 Contacts, 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; then transfer the data to your computer to print it out. Using the IR port or a cable to connect to your data-enabled mobile phone, you can dial your ISP and use the included Wireless Application Suite to send and receive e-mail, exchange SMS text messages, and to browse the Internet. Alternatively you can write, edit, and view your e-mail, and then use Palm Mail to synchronize your e-mail with your desktop e-mail application when you return to your office. Using your handheld doesn't always have to be serious either. With the bright color screen and expansion capabilities, you can enjoy viewing photos and playing games without worrying about running out of storage space. Chapter 1 Page 9 System requirements To install and operate Palm Desktop software and the HotSync Manager synchronization software, your computer system must meet the following requirements: Minimum requirements s s s s s s s Mac OS 8.5 - 9.x with USB port (for USB HotSync® cable) 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 (you can also download Palm Desktop software from www.handspring.com) Mouse 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 Treo 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. Note: If you used password protection on your old handheld, you must upgrade to the most current desktop. The method of storing passwords has changed with the latest release of the desktop. Therefore, your password-protected information will not be synchronized if you don't upgrade. 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 (this is usually the Handspring or Palm folder), copy (do not move) your user name folder, and store the copy outside the Palm Desktop software folder. 3. Follow the installation instructions that begin on page 22. Be sure to install the new software in the same folder as the old software. 4. Connect your new handheld to the HotSync cable and press the HotSync button on the cable. If the User dialog box appears, select your user name. Page 10 Introduction to Your TreoTM 90 Handheld 5. If you had important settings on your old handheld, such as Network Preferences or Connection Preferences, manually copy them from your old handheld to your new handheld. 6. Compare the applications on your old handheld and your new handheld. 7. Beam any third party applications that did not transfer from your old handheld to your new handheld, or install them from the original files. 8. If any data for your third party applications did not transfer, beam it from your old handheld to your new handheld. 9. If you created a password on your old handheld, enter it on your new handheld. Note: Records you previously marked Private remain marked Private, but you need to reenter a password on your new handheld. Each device must have a unique name After you complete the upgrade process described above, you have two devices with the same name. This is an undesirable situation. Each device 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 page 201 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 11 Treo components Locating front panel controls Lanyard holder Screen Keyboard Contrast/ Brightness control Application buttons Scroll buttons Lanyard holder Contrast/ Brightness Control Scroll buttons Enables you to attach a lanyard to your handheld so that it's easy to carry. Opens the Adjust Display dialog box where you can adjust the appearance of your handheld screen for the clearest screen display. See page 14 for instructions. 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. Activates the applications that correspond to the icons on the buttons: Date Book Plus, Contacts, To Do List, and Memo Pad. See page 130 for details on reassigning these buttons to activate any application on your handheld. You can also use these buttons in combination with Option other applications. See Chapter 4 in this guide for details. Tip: to activate Application buttons If your handheld is turned off, pressing any application button turns on your handheld and opens the corresponding application. Page 12 Introduction to Your TreoTM 90 Handheld Keyboard Handheld screen Enables you to type letters, numbers and symbols on your handheld. See Chapter 2 to learn how to enter information. Displays the applications and information stored in your handheld. It is touchsensitive and responds to the stylus. Locating back panel controls Connector Reset button Power button/LED Expansion slot IR port Stylus Power button/ LED Turns your handheld on and off, locks and unlocks the keyboard, and indicates the status of the battery as it charges. When your handheld is connected to the travel charger or HotSync cable, the LED blinks while the battery charges and stays on after the battery is charged. When the LED alarm setting is active, the LED blinks as an alarm notification. See page 134 for details. Expansion slot Stylus Insert optional Secure Digital (SD) cards or MultiMedia Cards (MMC) to add features to your handheld. See the section that begins on page 40 for information about how to use expansion cards. Serves as the instrument used to tap options on your handheld screen. To use the stylus, slide the stylus out of the slot, and hold it as you would a pen or pencil. Uses infrared technology to transmit data to and receive data from other Palm OS devices. See the section that begins on page 74 for details. You can also use the IR port to update the information between your handheld and computer using HotSync technology. See the section that begins on page 152 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. Enables you to connect your handheld to the travel charger, HotSync cable, and other devices such as a mobile phone. The HotSync cable connects to a USB port or serial port on your computer and enables you to synchronize the information between your handheld and computer using HotSync technology. IR port Reset button Connector Chapter 1 Page 13 Locking and unlocking the keyboard To avoid accidentally pressing keys while your handheld is in your pocket, purse, etc., you can lock the keyboard. Locking the keyboard helps conserve battery power, and prevents unintentional creation and deletion of records. When the keyboard is locked, you cannot enter data or view information on your handheld until you unlock the keyboard. To lock the keyboard: s Press and hold the power button for two seconds. To unlock the keyboard: 1. Press and hold the power button for two seconds. 2. In the KeyLock Off dialog box, tap OK to unlock the keyboard. Adjusting the display Depending on the lighting conditions or temperature of the environment where you use your handheld, you may need to adjust the brightness and color saturation of the display. The Adjust Display dialog box contains two sliders. The upper slider adjusts color saturation and the lower slider adjusts brightness. The display usually looks best at maximum brightness but you may want to decrease the brightness to conserve battery power. To adjust the display: 1. Press Option . 2. Type the letter Q. 3. Press the scroll buttons, or drag the top slider, to adjust the color saturation until you can see the three shapes as distinctly as possible. 4. Hold Option brightness Tip: and press the scroll buttons, or drag the bottom slider, to adjust the screen You can also tap to the left or right of the sliders to fine tune the display settings. and press Return to finish. 5. Hold Option Page 14 Introduction to Your TreoTM 90 Handheld Charging the battery To use your handheld, you must connect the travel charger or the HotSync cable and charge the battery. When you're near your computer, connect your handheld to the HotSync cable with the travel charger connected to a wall outlet as shown in the section that begins on page 21. When travelling, connect the travel charger cable directly to your handheld as shown in this section. It takes about 90 minutes to charge the battery. A fully charged battery provides approximately 10 days of use. If the battery drains to the point where your handheld does not turn on, it stores your data safely for about three days. Note: Recharge the battery after the first low battery warning. This prevents data loss that can occur if your handheld sits idle for more than five days after the first battery warning. See Appendix A for tips on extending the life of the battery. To charge the battery with the travel charger: 1. Plug the travel charger into a wall outlet. 2. With the word "UP" facing up (as shown), connect the travel charger cable to the charger connector on the bottom of your handheld. LED Tip: The LED blinks green while your handheld charges. When the LED turns solid green, your handheld is charged. It takes approximately 90 minutes to charge a fully drained battery. Chapter 1 Page 15 Using the protective cover The cover protects the 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 cover into the holes on the top of the sides of your handheld. 2. Gently press the top of the cover onto your handheld until it clicks into place. Page 16 Introduction to Your TreoTM 90 Handheld Using 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 a way 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 the handheld screen. Never use an actual pen, pencil, or other sharp object to tap 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 Open applications Choose menu commands Select options in dialog boxes 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. Elements of the handheld interface Menu bar Pick list Check box Command buttons Menu bar A set of commands that are specific to the application. Not all applications have a menu bar. Command Tap a button to perform a command. Command buttons appear in dialog boxes buttons and at the bottom of application screens. Check box 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. Pick list Tap the arrow to display a list of choices, and then tap an item in the list to select it. Chapter 1 Page 17 Slider Previous/next arrows Scroll bar Previous/ next 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. Press the scroll buttons on the front panel of your handheld to scroll to the previous and next pages. To scroll the display one line at a time, tap the top or bottom arrow. You can also scroll by dragging the slider or by tapping the scroll bar just above or below the slider to scroll to the previous or next page. Moving around the screen You can move between entry fields, pick lists, check boxes, and other options by using the stylus, or the scroll buttons. To move around the screen do one of the following: s Tap an item with the stylus. s Press the scroll buttons to scroll through the items on the screen. To learn how to move around the screen using the Treo keyboard, see page 29. Tip: Displaying online tips Many of the dialog boxes that appear on your handheld contain an online Tips icon in the upperright corner. Online tips anticipate questions you have in a dialog box, provide shortcuts for using the dialog box, or give you other useful information. To display an online tip: 1. Tap the Tips icon . 2. After you review the tip, hold Option and press Return to finish. Page 18 Introduction to Your TreoTM 90 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 7 for more information on customizing your handheld. To open the Preferences screens: 1. Press Option and then press Menu . to access the Applications Launcher. 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 using the Date & Time 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 page 132 for details. and press Return to finish. 5. Hold Option Chapter 1 Page 19 To set the current date: 1. Tap the Set Date box. Tap arrows to select year Tap to select month Tap here Tap to select date 2. Hold Option 3. Hold Shift and press a scroll button to scroll to the current year. and press a scroll button to scroll to the current month. 4. Type the number for the current date. 5. Press Space Tip: to select the date. You can also select the date by tapping the screen as shown above. To set the time zone: 1. Tap the Set Time Zone box. Tap here Tap to select time zone 2. Press the scroll buttons or tap the arrows to scroll to your country and time zone. Tip: Choose the time zone that corresponds to where you are. When you travel, use this dialog box to change time zones. If you're not sure what time zone you are in, find out what time it is, and select the time zone which shows the correct New Time. Do not use the time zone dialog to switch between daylight savings time and standard time. Use the Daylight Savings pick list. and press Return to finish. 3. Hold Option To set the daylight savings time: s Tap the Daylight Savings pick list to toggle this feature on and off. Page 20 Introduction to Your TreoTM 90 Handheld Connecting the HotSync cable The HotSync cable that comes with your Treo enables you to charge your handheld battery and to synchronize the information on your handheld using HotSync technology. To connect the HotSync cable: 1. Connect the travel charger cable to the short end of the Hotsync cable. Be sure to match the sides of the connectors labeled "UP." 2. Connect the USB HotSync cable to a USB port on your computer. 3. Connect the long end of the HotSync cable to your handheld with the button facing up. USB cable and port Note: If you are unsure about the exact location of the USB port on your computer, refer to the manual supplied with the computer. 4. Plug the travel charger into a wall outlet. Tip: The travel charger does not need to be plugged into a wall outlet to perform a HotSync operation. However, if you want to use the HotSync cable to charge your Treo handheld, you must plug the travel charger into a wall outlet. Using desktop software When you use desktop software with HotSync technology, you can do any of the following: s Work with your handheld applications on your computer. Most desktop software applications duplicate many of the applications on your handheld, so you can view, enter, and modify most of the data stored on your handheld. Back up and synchronize data between your handheld and your computer. Synchronization is a one-step procedure that ensures that changes you make on your handheld or desktop software appear in both places. See the section that begins on page 72 for details. s Chapter 1 Page 21 s Import and export data, so you can easily transfer data from other desktop applications into many of your applications. See the section that begins on page 30 for details. Print data from your desktop software on any printer. s Palm Desktop software Your handheld comes with Palm Desktop software. Palm Desktop software includes many of the same applications as your handheld: Daily Calendar (Date Book Plus), Contact List (Contacts), Task (To Do List), and Note (Memo Pad). 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 Treo 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. Connect the HotSync cable. See page 21 for instructions. 2. Exit any open programs, including those that run at startup, and disable any virus-scanning software. 3. Insert the Handspring CD-ROM into the computer's CD-ROM drive. 4. Double-click the Handspring CD icon on the desktop. 5. Double-click the Installer icon to begin the installation process. 6. Follow the onscreen instructions to complete the installation. 7. If you have a data-enabled mobile phone with an IR port, or a special cable that connects to your handheld, complete the next part of the installation to install the Wireless Application Suite and configure your Treo for wireless data communication, otherwise skip this step. When the set up process is done, the installation screen closes automatically. 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 Treo 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 22 Introduction to Your TreoTM 90 Handheld Chapter 2 Entering Data in Your Handheld This chapter explains how to enter data into your TreoTM 90 handheld using each of the following methods: s s s s Using the handheld keyboard Using the onscreen keyboard Using your computer keyboard Importing data Using the handheld keyboard The handheld keyboard is the primary method you'll use to enter data into your handheld. Each letter key on the keyboard has three functions: Normal: Types a lowercase letter. Shift: Types an uppercase letter. Option: Types the number/symbol, or activates the function, that appears in blue on the key. Q W % @ E $ R F C / T * Y H 1 U J N 2 I K 3 6 O # P" A S Z ( : D X ) ­ + G 4 5 8 L' Backspace Return Menu/ Applications ListType Option Shift/Find V B 7 M 9 . ... 0 Space Typing capital letters To type capital letters, you must first "shift" to caps and then type the character. Note: Your handheld 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). Chapter 2 Page 23 To type a single capital letter (Caps Shift): 1. Press Shift : When Caps Shift is active, an "up arrow" symbol appears in the lower-right corner of the Treo screen. If you accidentally activate Caps Shift, press Shift twice to cancel it, or if you do nothing for five seconds, it reverts to lowercase. Caps Shift 2. Type the letter you want to capitalize. To enter only capital letters (Caps Lock): 1. Press Shift twice. When Caps Lock is active, an underlined "up arrow" symbol appears in the lower-right corner of the handheld screen. Caps Lock 2. Type the text you want to capitalize. 3. Press Shift to turn off Caps Lock. Typing numbers and symbols Typing numbers and symbols with your handheld is similar to typing symbols on a computer keyboard. You must first "shift" to option mode and then type the number or symbol strokes. To enter a single number or symbol (Option Shift): 1. Press Option . When Option Shift is active, a dot appears in the lower-right corner of the Treo screen. If you accidentally activate Option Shift, press Backspace to cancel it. Option Shift 2. Press the key where the number or symbol appears in blue. To enter only numbers or symbols (Option Lock): 1. Press Option twice. 2. Press the keys where the numbers or symbols appear in blue. When Option Lock is active, an underlined dot appears in the lower-right corner of the Treo screen. Option Lock 3. Press Option Page 24 to turn off Option Lock. Entering Data in Your Handheld Navigation keystrokes In addition to character symbols, your handheld includes special keystrokes that you can use to navigate within text or fields in your applications. Note: Some applications may not support these navigation keystrokes. Keystrokes Hold Option Hold Option while pressing the bottom scroll button. while pressing the top scroll button. Command Move cursor right Move cursor left Previous field Next field Affirm an action Press the top scroll button. Press the bottom scroll button. Hold Option and press Return . Use these keys instead of tapping the following onscreen buttons: OK, Done, Yes, Next, Accept, Send, and Dial. Hold Option and press Backspace . Use these keys instead of tapping the following onscreen buttons: Cancel, No, Previous, and Reject. Press Space or press Return . Annul an action Open or dial the selected item 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 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 edit screen. The menus of each application are illustrated in the section on that application in Chapter 6. The Edit menu is described in the section that begins on page 58. To use the menu bar: 1. Open an application (such as Memo Pad). 2. Press Menu Tip: to open the menu bar. You can also open the menu bar by tapping the inverted tab at the top of any application's screen (except Calculator). Chapter 2 Page 25 Inverted tab 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. 3. Press the top scroll button to switch between menus. 4. Press the bottom scroll button to select a command within a menu. 5. Press Space Tip: to run the selected command. again. To close the menus without running a command, press Menu Keyboard shortcut menu commands Most menu commands have an equivalent keyboard shortcut. The shortcut letters appear to the right of the menu command names. Throughout this guide, the shortcut letters appear in parentheses (/C) next to menu selection instructions. Menu commands Shortcut letters To use keyboard shortcuts for menu commands: 1. Press Menu to open the menu bar. 2. Type the menu command shortcut letter. For example, to choose Copy in the Edit menu, press Menu Tip: followed by the letter "c." When the menu bar is open, you can enter a shortcut letter for any menu item in the current application view, not just the ones that appear on the current menu. Using text ShortCuts ShortCuts make entering commonly used words or phrases quick and easy. ShortCuts are similar to the Glossary or Autotext features of some word processors. Your handheld 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 the section that begins on page 146 to learn about creating your own ShortCuts. Page 26 Entering Data in Your Handheld Your handheld includes the following predefined ShortCuts: Entry Date stamp Time stamp Date / time stamp Meeting Breakfast Lunch Dinner ShortCut ds ts dts me br lu di To use a ShortCut: 1. Type the letter s. 2. Press ListType . . 3. Use the scroll buttons to select the ShortCut symbol Note: The ShortCut symbol appears by the cursor to show that you are in ShortCut mode. 4. Type the ShortCut characters. Typing accented characters The ListType feature enables you to enter accented characters. You can enter the following accented letters: à á ä â ã å çè é ë ê ì í ï î ñ ò ó ö ô õ ù ú ü û ý ÿ To enter accented characters: 1. Type the letter (uppercase or lowercase) to which you want to add an accent. 2. Press ListType . 3. Use the scroll buttons to select the accent you want to apply. 4. Press Space Tip: to insert the accented character. You can also select the accented character you want to insert by repeatedly pressing ListType . Typing extended characters The ListType feature also enables you to enter many extended characters that are not on the keyboard, such as currency symbols and emoticons. Extended characters are often found under related characters. For example, the £ symbol is located under $. Chapter 2 Page 27 To enter extended characters: 1. Position the cursor where you want to insert the extended character. 2. Type the base character associated with the extended character you want to insert: Tip: To view a list of available accented and symbol characters, press Menu under Edit select Keyboard Help (/G). Symbols Base character O p P r R Symbols Base character . , ! ? : Symbols and Base character a A b B c æ Æ ß ß ¢©^^ ¢©^^ Ð Ø ¶ ¶ ® ® ßs§ ßS§ ~TM ~TM × × ¥ ¥ º ¹¼½ ² ³ ?!... ,,, ¡ ¿ ; :-) :-( ;-) :-D `'<>~` ""«» £¥ & _~·­-- \÷¦ = <[{< >]}> C d D e E f F l L m M o s S t T x ' " $ + / % # ( ) £ £ µ µ ø . X y Y 0 1 2 3 3. Press ListType 4. Use the scroll buttons to select the extended symbol you want to insert. 5. Press Space Tip: to insert the extended character. and then press Space . To enter a tab, press Shift Page 28 Entering Data in Your Handheld Using the onscreen keyboard You can open the onscreen keyboard anytime you need to enter text or numbers on your handheld. When used in conjunction with the backlight, the onscreen keyboard is especially useful for typing in the dark. To use the onscreen keyboard: 1. Open a record in an application that requires you to enter data (such as Memo Pad). 2. Press Menu . 3. Under Edit, select Keyboard (/K). 4. Tap the characters to enter text, numbers, and international characters. Tab Caps lock Caps shift Tap here to display alphabetic keyboard Backspace Carriage return Tap here to display numeric keyboard Tap here to display international keyboard 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. Using your computer keyboard Many of the applications on your handheld are available in Palm Desktop software and in most Personal Information Manager (PIM) applications. 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 such as Microsoft Outlook, to enter information. You can then perform a HotSync® operation to synchronize the information on your computer with the information on your handheld. See the section that begins on page 72 for details on HotSync operations. Refer to Palm Desktop online Help or the documentation that came with your PIM software for more information on entering data on your computer. Chapter 2 Page 29 Importing data If you have data stored in computer applications such as spreadsheets and databases, you can transfer the data to your Treo 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. 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. Page 30 Entering Data in Your Handheld 6. In the Import dialog box, check each field name to be sure the correct data moves into the correct fields. s 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. s s 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. Chapter 2 Page 31 Page 32 Entering Data in Your Handheld Chapter 3 Managing Your Applications This chapter explains how to switch between applications on your TreoTM 90 handheld, 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 Your handheld is equipped with a variety of applications. All the applications installed on your handheld appear in the Applications Launcher. 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, Contacts, 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 of your handheld, 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. To open an application: 1. Press Option and then press Menu to access the Applications Launcher. 2. Press the scroll buttons to select the application you want to open. 3. Press Space Tip: or press Return to launch the application. You can also tap the icon of the application that you want to open. To find an application quickly, you can type the first few letters of its name. The Applications Launcher scrolls to the first application with a name that begins with those letters. You can also create categories and organize your applications by category. See page 34 for details. Chapter 3 Page 33 Switching between applications When working in any application, press Option and then press Menu , 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. To categorize an application: 1. Press Option 2. Press Menu and then press Menu again to open the menus. to access the Applications Launcher. 3. Under App, select Category (/Y). 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. Hold Option and press Return twice to add the category. and press Return to finish. 5. Hold Option To display applications by category: 1. Press Option and then press Menu to access the Applications Launcher. 2. Do one of the following: s s Hold Option and press Menu 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. Changing the Applications Launcher display By default, the Applications Launcher displays each application as an icon. As an alternative, you can choose to show a list of applications. You can also choose to view the same category of applications each time you open the Applications Launcher. Page 34 Managing Your Applications To change the Applications Launcher display: 1. Press Option 2. Press Menu and then press Menu again to open the menus. to access the Applications Launcher. 3. Under Options, select Preferences(/R). 4. Tap the View By pick list and select List. 5. Hold Option and press Return to finish. To open the Applications Launcher to the last opened category: 1. Press Option 2. Press Menu and then press Menu again to open the menus. to access the Applications Launcher. 3. Under Options, select Preferences (/R). 4. Tap the Remember Last Category check box to select it. 5. Hold Option and press Return to finish. Choosing preferences You can set options that affect an entire application in the application's Preferences dialog box. To change preferences for an application: 1. Open an application. 2. Press Menu . 3. Under Options, select Preferences (/R). Note: Not all applications have a Preferences command. 4. Make changes to the settings. 5. Hold Option and press Return to finish. Chapter 3 Page 35 Installing and removing applications This section explains how to install and remove applications on your handheld and how to remove PalmTM Desktop software from your computer. Installing add-on applications Your handheld comes with the Contacts, Date Book Plus, To Do List, Memo Pad, Expense, Calculator, CityTime, and Palm Mail applications installed and ready to use. The Handspring CDROM also includes a wireless application suite which you can install from the CD-ROM if you want to configure your handheld for wireless communication. You can also install additional applications on your handheld, such as business applications, games, and other software. The Install Handheld Files dialog box makes it easy to install software on your handheld during a HotSync® operation. There are a variety of third-party applications available for devices that use Palm OS software. To learn more about these applications, go to the web site: www.handspring.com. When you download an add-on application from the Internet, it is probably in a compressed format such as a .zip or .sit file. If the file is compressed, you need to use a decompression utility on your computer, to decompress the .prc and .pdb files inside the compressed file. If you do not have a decompression utility, search the Internet using phrases like 'zip decompression' or 'how to unzip'. This will lead you to various third-party utilities that you can use to decompress any kind of compressed or downloaded file--not just add-ons for your handheld. After you install the utility, you are ready to decompress the add-on application files that you downloaded. Note: Any applications that you install on your handheld resides in RAM memory; you can delete them at any time. To install add-on software on your handheld: Tip: You can also install an application by simply double-clicking the application's icon. 1. Copy or download the application you want to install into the add-on folder in your Palm folder on your computer. Note: If the software you download is compressed, you need to decompress it into this folder. If you prefer to place the application into another folder, you need to navigate to that folder before you complete step 5. 2. Double-click the Palm Desktop icon on your desktop. 3. From the HotSync menu, choose Install Handheld Files. Tip: You can also access the Install Handheld Files dialog box by double-clicking any file with a PRC file extension. Page 36 Managing Your Applications 4. From the User pop-menu, select the name that corresponds to your Treo handheld. 5. Click Add to List. 6. Select the application(s) you want to install on your handheld. 7. Click Add File. 8. If you want to install the application(s) on an expansion card, click Change Destination, click the arrows to move the application(s) to the expansion card pane, and then click OK. Chapter 3 Page 37 Note: Before you install an application on an expansion card, make sure that it is compatible with Palm OS version 4.0. Older applications may not work properly when installed on an expansion card. 9. Review the list of applications you selected in the Install Handheld Files dialog box. If you do not want to install an application, select it, and then click Remove From List. (This does not remove the application from your computer; it simply removes it from the list of applications to install.) 10. Close the Install Handheld Files dialog box. 11. Perform a HotSync operation to install the application(s) you selected in step 6. See the section that begins on page 72 for details. Removing applications In the event that you run out of memory or decide that you no longer need an application you installed, you can remove applications from your handheld. You can remove only add-on applications, patches, and extensions that you install; you cannot remove the applications that reside in the ROM portion of your handheld. To remove an add-on application: