VisorTM Handheld User Guide Copyright Copyright © 1999-2000 Handspring, Inc. All rights reserved. Portions copyright © 19982000 Palm Computing, 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. Palm Computing, Graffiti, and HotSync are registered trademarks, and the HotSync logo, Palm OS, Palm, and the Palm Computing Platform logo, are trademarks of Palm Computing, 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 battery, or repairs. Be sure to make backup copies of all important data on other media to protect against data loss. Important: Please read the Handspring End User Software License Agreement before using the accompanying software program(s). Using any part of the software indicates that you accept the terms of the Handspring End User Software License Agreement. 3.5" software diskettes 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 or call to order the diskettes. Page ii Visor Handheld User Guide Contents About This Guide ....................................................................................... 1 Chapter 1: Introduction to Your Visor Handheld Getting to know your Visor handheld ...............................................3 What is a Visor handheld? ...............................................................3 System requirements ........................................................................4 Upgrade information ........................................................................5 Visor components .............................................................................6 Installing the batteries ........................................................................10 Tapping and typing ............................................................................11 Tap with the stylus to get things done .........................................11 Elements of the handheld interface ..............................................12 Opening applications .....................................................................13 Using menus ....................................................................................14 Three ways to enter data ................................................................16 Customizing your handheld..............................................................20 Palm Desktop software ..................................................................21 Connecting the cradle .....................................................................22 Using your handheld with Microsoft Outlook (Windows only) ...............................................................................23 Using your handheld with another PIM .....................................23 Installing a Springboard module ..................................................24 Chapter 2: Entering Data in Your Visor Handheld Using Graffiti writing to enter data ..................................................25 Writing Graffiti characters .............................................................25 Graffiti tips .......................................................................................27 The Graffiti alphabet .......................................................................28 Writing capital letters .....................................................................29 Writing numbers .............................................................................29 Graffiti numbers ..............................................................................30 Writing punctuation marks ...........................................................30 Writing symbols and extended characters ..................................31 Writing accented characters ..........................................................32 Accent strokes ..................................................................................32 Additional non-English characters ...............................................32 Navigation strokes ..........................................................................33 Graffiti ShortCuts ............................................................................33 Using the onscreen keyboard ...........................................................34 Using your computer keyboard ........................................................35 Importing data .....................................................................................35 Contents Page iii Chapter 3: Managing Your Applications Using the Applications Launcher..................................................... 37 Selecting applications ..................................................................... 37 Switching between applications ................................................... 37 Categorizing applications .............................................................. 37 Changing the Applications Launcher display ............................ 38 Choosing preferences ......................................................................... 39 Installing and removing applications .............................................. 40 Installing add-on applications ...................................................... 40 Installing games .............................................................................. 42 Removing applications .................................................................. 43 Removing Palm Desktop software ............................................... 43 Security................................................................................................. 44 Assigning a password .................................................................... 44 Changing or deleting a password ................................................ 45 Locking your handheld ................................................................. 45 Recovering from a forgotten password ....................................... 46 Chapter 4: Overview of Basic Applications Date Book ............................................................................................. 48 Date Book Plus .................................................................................... 49 Address Book ...................................................................................... 50 To Do List............................................................................................. 51 Memo Pad ............................................................................................ 52 Calculator............................................................................................. 53 CityTime............................................................................................... 54 Expense................................................................................................. 55 Chapter 5: Common Tasks Creating records.................................................................................. 57 Editing records .................................................................................... 58 Entering text .................................................................................... 58 Edit menu ......................................................................................... 58 Deleting records .................................................................................. 60 Other ways to delete records ........................................................ 60 Purging records................................................................................... 61 Exchanging and updating data: HotSync operations.................... 62 Performing a HotSync operation for the first time .................... 62 Categorizing records .......................................................................... 64 System-defined and user-defined categories ............................. 64 Finding records ................................................................................... 68 Looking up Address Book records .............................................. 68 Using Find ....................................................................................... 69 Using Phone Lookup ...................................................................... 70 Page iv Visor Handheld User Guide Sorting lists of records ........................................................................73 Making records private ......................................................................74 Hiding private records ...................................................................74 Attaching notes ....................................................................................76 Choosing fonts .....................................................................................77 Chapter 6: Application Specific Tasks Date Book .............................................................................................80 Scheduling an event ........................................................................80 Rescheduling an event ...................................................................84 Setting an alarm for an event ........................................................84 Scheduling repeating or continuous events ................................85 Changing the Date Book view .......................................................87 Working in Week View ..................................................................87 Working in Month View ................................................................89 Spotting event conflicts ..................................................................89 Date Book menus ............................................................................90 Date Book Plus.....................................................................................93 Working in Week View with Text ................................................93 Working in Year View ....................................................................94 Working in List View .....................................................................95 Working with floating events ........................................................95 Working with To Do List items .....................................................97 Using the Daily Journal ..................................................................98 Using templates ...............................................................................99 Using snooze alarms .....................................................................100 Selecting the default Date Book ..................................................100 Date Book Plus menus ..................................................................100 Address Book .....................................................................................110 Creating an Address Book entry .................................................110 Selecting types of phone numbers ..............................................111 Changing Address Entry details .................................................112 Address Book menus ....................................................................113 To Do List ...........................................................................................115 Setting priority ...............................................................................115 Checking off a To Do List item ....................................................116 Changing To Do List item details ...............................................116 Setting a due date ..........................................................................117 To Do Show Options .....................................................................118 To Do List menus ..........................................................................119 Memo Pad...........................................................................................120 Reviewing memos .........................................................................121 Memo Pad menus .........................................................................121 Page v Calculator........................................................................................... 123 Selecting the Calculator mode .................................................... 123 Using the Basic Calculator buttons ............................................ 123 Displaying Recent Calculations .................................................. 124 Using the Advanced Calculator mode ...................................... 124 Using the Advanced Calculator buttons ................................... 125 Creating a custom view ............................................................... 133 Calculator menus .......................................................................... 134 CityTime............................................................................................. 135 Setting your home city ................................................................. 135 Selecting remote cities .................................................................. 136 Adding cities ................................................................................. 136 CityTime menus ............................................................................ 137 Expense............................................................................................... 138 Changing the date of an Expense item ...................................... 139 Entering receipt details ................................................................ 139 Customizing the Currency pick list ........................................... 140 Show Options ................................................................................ 142 Transferring your data to Microsoft Excel ................................ 143 Expense menus ............................................................................. 147 Chapter 7: Communicating Using Your Handheld Managing desktop E-Mail away from your desk ........................ 149 Setting up Mail on the desktop ................................................... 150 Synchronizing Mail with your E-Mail application .................. 152 Opening the Mail application on your handheld .................... 152 Viewing e-mail items ................................................................... 152 Creating e-mail items ................................................................... 153 Looking up an address ................................................................ 156 Adding details to e-mail items ................................................... 157 Storing e-mail to be sent later ..................................................... 160 Editing unsent e-mail ................................................................... 160 Draft e-mail .................................................................................... 161 Filing e-mail ................................................................................... 162 Deleting e-mail .............................................................................. 163 Removing e-mail from the Deleted folder ................................ 163 Purging deleted e-mail ................................................................. 164 Message List options .................................................................... 164 HotSync options ............................................................................ 166 Creating special filters ................................................................. 167 Truncating e-mail items ............................................................... 171 Mail menus .................................................................................... 172 Beaming information........................................................................ 173 Page vi Visor Handheld User Guide Chapter 8: Advanced HotSync® Operations Selecting HotSync setup options.....................................................177 Customizing HotSync application settings ...................................180 Conducting a HotSync operation via modem...............................182 Preparing your computer ............................................................182 Preparing your handheld .............................................................183 Selecting the conduits for a modem HotSync operation .........185 Performing a HotSync operation via a modem ........................186 Conducting a HotSync operation via a network ..........................186 Connecting to your company's dial-in server ...........................186 Using File Link...................................................................................188 Creating a user profile ......................................................................189 Chapter 9: Setting Preferences for Your Handheld Viewing preferences .........................................................................191 Buttons preferences...........................................................................192 Pen preferences ..............................................................................192 HotSync buttons preferences .......................................................194 Digitizer preferences.........................................................................194 Formats preferences ..........................................................................194 Country default .............................................................................195 Time, date, week start, and numbers formats ...........................195 General preferences...........................................................................196 Auto-off delay ................................................................................196 System, alarm, and game sounds ...............................................197 Modem preferences...........................................................................198 Network preferences and TCP/IP software..................................199 Selecting a service .........................................................................199 Entering a user name ....................................................................200 Entering a password .....................................................................201 Adding telephone settings ...........................................................202 Connecting to your service ..........................................................205 Creating additional service templates .......................................205 Adding detailed information to a service template .................206 Creating a login script ..................................................................209 Deleting a service template ..........................................................210 Network preferences menu commands .....................................211 TCP/IP troubleshooting ...............................................................211 Owner preferences ............................................................................213 ShortCuts preferences.......................................................................214 Creating a ShortCut ......................................................................214 Editing a ShortCut ........................................................................215 Deleting a ShortCut ......................................................................215 Page vii Appendix A: Maintaining Your Handheld Caring for your handheld................................................................ 217 Battery considerations...................................................................... 218 Resetting your handheld ................................................................. 219 Performing a soft reset ................................................................. 219 Performing a hard reset ............................................................... 220 Appendix B: Troubleshooting Tips Software installation problems ....................................................... 223 Operating problems.......................................................................... 223 Tapping and writing problems....................................................... 225 Application problems....................................................................... 226 HotSync problems ............................................................................ 227 Beaming problems ............................................................................ 231 Password problems .......................................................................... 232 Technical support ............................................................................. 233 Appendix C: Creating a Custom Expense Report About mapping tables...................................................................... 235 Customizing existing sample templates........................................ 236 Determining the layout of the Expense Report ............................ 237 Labels .............................................................................................. 237 Sections ........................................................................................... 238 Analyzing your custom Expense Report....................................... 239 Programming the mapping table ................................................... 240 Using applications other than Microsoft Excel............................. 244 Expense file details ........................................................................... 245 Appendix D: Non-ASCII Characters for Login Scripts Use of ^char ....................................................................................... 247 Carriage return and line feed .......................................................... 247 Literal characters............................................................................... 248 Warranty and Other Product Information Handspring, Inc., Limited Warranty ............................................. 249 Handspring, Inc., End User Software License Agreement ......... 252 GNU Library General Public License ........................................ 254 FCC Statement................................................................................... 261 Canadian RFI Statement .................................................................. 261 Acknowledgments............................................................................ 262 Index ........................................................................................................263 Page viii Visor 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 Visor 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 Visor handheld, you can use the rest of this guide as a reference for less common tasks, for maintaining your Visor handheld, and also as a source of information if you have problems operating it. About This Guide Page 1 Page 2 Chapter 1 Introduction to Your Visor Handheld This chapter explains the physical buttons and controls on your Visor handheld computer, how to use your Visor handheld for the first time, and how to use HotSync® technology to synchronize your Visor handheld and PalmTM Desktop software. Getting to know your Visor 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. The Visor 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 so you can view them by the day, week, or month; 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 Book, 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 Visor 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. 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 3 System requirements To install and operate Palm Desktop software, your computer system must meet the following requirements: Windows minimum requirements s Windows 98 or later (for USB cradle) --or-Windows 95 or Windows NT 4.0 (for serial cradle) IBM-compatible 486 (or higher) computer 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 the Palm Desktop software from http://www.handspring.com, or order 3.5" diskettes from Handspring) Mouse USB port (for USB cradle) Serial port (for serial cradle) s s s s s s s Macintosh minimum requirements s MacOS 8.1 or later (for USB cradle) --or-MacOS 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 Page 4 Introduction to Your Visor Handheld Upgrade information If you already own a handheld that is compatible with the Palm Computing® platform, 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. 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 username 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. To prepare for the first HotSync operation that synchronizes your new handheld with your new Palm Desktop software, go to the HotSync Manager and choose Custom. Note: Be sure your username appears in the box at the top of the Custom dialog box. If not, select your username. 5. For all conduits, click Change and select the option Desktop overwrites handheld. Then click Done. See "Customizing HotSync application settings" in Chapter 6 for more information. 6. Place your new handheld in the cradle and press the HotSync button. If the Select User dialog box appears, select your username. 7. Compare the applications on your old and new handhelds. 8. Beam any third party applications that did not transfer from your old handheld to your Visor handheld, or install them from the original files. Chapter 1 Page 5 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. Visor components Locating front panel controls Screen Contrast control Graffiti writing area Power button, Backlight control Application buttons Microphone Scroll buttons Visor handheld screen Graffiti® writing area Displays the applications and information stored in your Visor 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. Page 6 Introduction to Your Visor Handheld Application buttons Activates the individual applications that correspond to the icons on the buttons: Date Book, Address Book, To Do List, and Memo Pad. See "Buttons preferences" in Chapter 9 for details on reassigning these buttons to activate any application on your Visor handheld. Tip: If your Visor handheld is turned off, pressing any application button activates the handheld and opens the corresponding application. Scroll buttons Displays text and other information that extends beyond the area of the Visor 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. 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. Contrast Control Power button/ backlight control Turns your Visor handheld on or off and controls the backlight feature. If your Visor handheld is turned off, pressing the power button turns the unit on and returns you to the last screen you viewed. If your Visor 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. Microphone Records sounds for use with applications that support this feature. Chapter 1 Page 7 Using the backlight If you have difficulty seeing the information on your Visor 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. 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 8 Introduction to Your Visor Handheld Locating back panel components Springboard expansion slot protector Stylus IR port Reset button Battery door USB and serial connector Springboard expansion slot protector Stylus 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. Slides in and out of the slot in the back panel of the handheld. To use the stylus, remove it from 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 Computing® platform devices. See "Beaming information" in Chapter 7 for more information. 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. IR port Reset button Battery door USB and serial connector Chapter 1 Page 9 Installing the batteries To use your Visor 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 10 Introduction to Your Visor 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 that gets things done on your handheld. The first time you start your Visor 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 11 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 12 Introduction to Your Visor Handheld