User manual HANDSPRING VISOR EDGE PC

VisorTM Edge Handheld User Guide Windows Edition Copyright Copyright © 2000 Handspring, Inc. All rights reserved. Portions copyright © 1998-2000 Palm, Inc. or its subsidiaries. All rights reserved. Handspring, Springboard, Visor, the Handspring logo, and the Springboard logo are trademarks of Handspring, Inc., and may be registered in some jurisdictions. Palm Computing, Graffiti, HotSync and Palm OS, are registered trademarks, and the HotSync logo, Palm, and the Palm Computing Platform logo, are trademarks of Palm, Inc., or its subsidiaries. All other trademarks are the property of their respective owners. Disclaimer and limitation of liability Handspring, Inc. and its suppliers assume no responsibility for any damage or loss resulting from the use of this handbook. Handspring, Inc. and its suppliers assume no responsibility for any loss or claims by third parties which may arise through the use of this software. Handspring, Inc. and its suppliers assume no responsibility for any damage or loss caused by deletion of data as a result of malfunction, dead 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. Software download available PalmTM Desktop software is supplied on a CD-ROM disc. If you do not have access to a CD-ROM drive for your computer, you can download the Palm Desktop software from www.handspring.com. Page ii VisorTM Edge Handheld User Guide Contents About This Guide ....................................................................................1 Chapter 1: Introduction to Your VisorTM Edge Handheld....................3 Getting to know your handheld..........................................................3 What is a Visor Edge handheld? .....................................................3 System requirements ........................................................................4 Upgrade information ........................................................................4 Visor Edge components ...................................................................6 Charging the battery ...........................................................................11 Connecting the cradle .....................................................................11 Tapping and typing ............................................................................14 Tap with the stylus to get things done .........................................14 Elements of the handheld interface ..............................................15 Opening applications .....................................................................16 Using menus ....................................................................................17 Four ways to enter data ..................................................................20 Customizing your handheld..............................................................24 Palm Desktop software ..................................................................25 Using your handheld with Microsoft Outlook ...........................26 Using your handheld with another PIM .....................................26 Installing a Springboard module ..................................................27 Chapter 2: Entering Data in Your Handheld .......................................29 Using Graffiti writing to enter data ..................................................29 Writing Graffiti characters .............................................................29 Graffiti tips .......................................................................................31 The Graffiti alphabet .......................................................................32 Writing capital letters .....................................................................33 Writing numbers .............................................................................33 Graffiti numbers ..............................................................................34 Writing punctuation marks ...........................................................34 Writing symbols and extended characters ..................................35 Writing accented characters ..........................................................36 Accent strokes ..................................................................................36 Additional non-English characters ...............................................36 Navigation strokes ..........................................................................37 Graffiti ShortCuts ............................................................................37 Using the onscreen keyboard ...........................................................38 Using your computer keyboard ........................................................39 Importing data .....................................................................................39 Using an external keyboard ...............................................................40 Contents Page iii Chapter 3: Managing Your Applications ............................................ 41 Using the Applications Launcher..................................................... 41 Selecting applications ..................................................................... 41 Switching between applications ................................................... 41 Categorizing applications .............................................................. 41 Changing the Applications Launcher display ............................ 43 Choosing preferences ......................................................................... 44 Installing and removing applications .............................................. 44 Installing add-on applications ...................................................... 44 Installing games .............................................................................. 46 Removing applications .................................................................. 47 Removing Palm Desktop software ............................................... 48 Security................................................................................................. 48 Assigning a password .................................................................... 49 Changing or deleting a password ................................................ 49 Locking your handheld ................................................................. 50 Recovering from a forgotten password ....................................... 51 Chapter 4: Overview of Basic Applications.........................................53 Date Book ............................................................................................. 54 Date Book Plus .................................................................................... 55 Address ................................................................................................ 56 To Do List............................................................................................. 57 Memo Pad ............................................................................................ 58 Calculator............................................................................................. 59 CityTime............................................................................................... 60 Expense................................................................................................. 61 Chapter 5: Common Tasks ....................................................................63 Creating records.................................................................................. 63 Editing records .................................................................................... 64 Entering text .................................................................................... 64 Edit menu ......................................................................................... 64 Deleting records .................................................................................. 66 Other ways to delete records ........................................................ 66 Purging records................................................................................... 67 Exchanging and updating data: HotSync operations.................... 68 Performing a HotSync operation for the first time .................... 68 Categorizing records .......................................................................... 70 System-defined and user-defined categories ............................. 71 Finding records ................................................................................... 74 Looking up Address records ........................................................ 74 Using Find ....................................................................................... 77 Using Phone Lookup ...................................................................... 78 Page iv VisorTM Edge Handheld User Guide Sorting lists of records ........................................................................81 Making records private ......................................................................82 Hiding and masking private records ...........................................82 Attaching notes ....................................................................................85 Choosing fonts .....................................................................................86 Chapter 6: Application Specific Tasks .................................................87 Date Book .............................................................................................88 Scheduling an event ........................................................................88 Rescheduling an event ...................................................................92 Setting an alarm for an event ........................................................92 Scheduling repeating or continuous events ................................93 Changing the Date Book view .......................................................96 Working in Week View ..................................................................96 Working in Month View ................................................................98 Working in Agenda view ...............................................................98 Spotting event conflicts ..................................................................99 Date Book menus ..........................................................................100 Date Book Plus...................................................................................103 Working in Week View with Text ..............................................103 Working in Year View ..................................................................104 Working in List View ...................................................................105 Working with floating events ......................................................105 Working with To Do items ..........................................................107 Using the Daily Journal ................................................................108 Using templates .............................................................................109 Using snooze alarms .....................................................................110 Selecting the default Date Book ..................................................110 Date Book Plus menus ..................................................................110 Address ...............................................................................................119 Creating an Address entry ...........................................................119 Duplicating an entry .....................................................................120 Selecting types of phone numbers ..............................................121 Changing Address Entry details .................................................121 Address menus ..............................................................................122 To Do List ...........................................................................................125 Setting priority ...............................................................................125 Checking off a To Do item ...........................................................126 Changing To Do item details .......................................................126 Setting a due date ..........................................................................127 To Do Show Options .....................................................................128 To Do List menus ..........................................................................129 Memo Pad...........................................................................................130 Reviewing memos .........................................................................130 Contents Page v Memo Pad menus ......................................................................... 131 Calculator........................................................................................... 132 Selecting the Calculator mode .................................................... 132 Using the Basic Calculator buttons ............................................ 132 Displaying Recent Calculations .................................................. 133 Using the Advanced Calculator mode ...................................... 133 Using the Advanced Calculator buttons ................................... 134 Creating a custom view ............................................................... 143 Calculator menus .......................................................................... 144 CityTime............................................................................................. 145 Setting your home city ................................................................. 145 Selecting remote cities .................................................................. 146 Adding cities ................................................................................. 146 CityTime menus ............................................................................ 147 Expense............................................................................................... 148 Changing the date of an Expense item ...................................... 149 Entering receipt details ................................................................ 149 Customizing the Currency pick list ........................................... 150 Show Options ................................................................................ 152 Transferring your data to Microsoft Excel ................................ 153 Expense menus ............................................................................. 157 Chapter 7: Communicating Using Your Handheld............................159 Managing desktop E-Mail away from your desk ........................ 159 Setting up Mail on the desktop ................................................... 160 Synchronizing Mail with your E-Mail application .................. 162 Opening the Mail application on your handheld .................... 162 Viewing e-mail items ................................................................... 162 Creating e-mail items ................................................................... 163 Looking up an address ................................................................ 166 Adding details to e-mail items ................................................... 167 Storing e-mail to be sent later ..................................................... 171 Editing unsent e-mail ................................................................... 171 Draft e-mail .................................................................................... 172 Filing e-mail ................................................................................... 173 Deleting e-mail .............................................................................. 174 Removing e-mail from the Deleted folder ................................ 174 Purging deleted e-mail ................................................................. 174 Message list options ..................................................................... 175 HotSync options ............................................................................ 177 Creating special filters ................................................................. 178 Truncating e-mail items ............................................................... 182 Mail menus .................................................................................... 183 Beaming information........................................................................ 184 Page vi VisorTM Edge Handheld User Guide Chapter 8: Advanced HotSync® Operations ....................................187 Selecting HotSync setup options.....................................................187 Customizing HotSync application settings ...................................189 IR HotSync operations ......................................................................191 Preparing your computer for infrared communication ..........191 Configuring HotSync Manager for infrared communication .192 Performing an IR HotSync operation .........................................193 Returning to cradle HotSync operations ...................................194 Conducting a HotSync operation via modem...............................195 Preparing your computer ............................................................195 Preparing your handheld .............................................................196 Selecting the conduits for a modem HotSync operation .........198 Performing a HotSync operation via a modem ........................199 Conducting a HotSync operation via a network ..........................199 Connecting to your company's dial-in server ...........................199 Performing a dial-in network HotSync operation ....................201 Performing a network HotSync operation via a LAN .............202 Using File Link...................................................................................202 Creating a user profile ......................................................................203 Chapter 9: Setting Preferences for Your Handheld .........................205 Viewing preferences .........................................................................205 Buttons preferences...........................................................................206 Pen preferences ..............................................................................206 HotSync buttons preferences .......................................................208 Connection preferences ....................................................................208 Connection Types ..........................................................................209 Setting modem configurations ....................................................210 Digitizer preferences.........................................................................212 Formats preferences ..........................................................................213 Country default .............................................................................213 Time, date, week start, and numbers formats ...........................213 General preferences...........................................................................214 Auto-off delay ................................................................................214 System, alarm, and game sounds ...............................................214 Network preferences and TCP/IP software..................................215 Selecting a service .........................................................................215 Entering a user name ....................................................................216 Entering a password .....................................................................217 Selecting a connection ..................................................................218 Adding telephone settings ...........................................................218 Connecting to your service ..........................................................221 Creating additional service templates .......................................222 Adding detailed information to a service template .................222 Contents Page vii Creating a login script .................................................................. 225 Deleting a service template ......................................................... 227 Network preferences menu commands .................................... 227 TCP/IP troubleshooting .............................................................. 228 Owner preferences............................................................................ 229 ShortCuts preferences ...................................................................... 230 Creating a ShortCut ...................................................................... 230 Editing a ShortCut ........................................................................ 231 Deleting a ShortCut ...................................................................... 231 Appendix A: Maintaining Your Handheld .........................................233 Caring for your handheld................................................................ 233 Battery considerations...................................................................... 234 Resetting your handheld ................................................................. 235 Performing a soft reset ................................................................. 235 Performing a warm reset ............................................................. 236 Performing a hard reset ............................................................... 236 Appendix B: Troubleshooting Tips.....................................................239 Software installation problems ....................................................... 239 Operating problems.......................................................................... 240 Tapping and writing problems....................................................... 241 Application problems....................................................................... 242 HotSync problems ............................................................................ 243 Beaming problems ............................................................................ 247 Password problems .......................................................................... 248 Technical support ............................................................................. 249 Appendix C: Creating a Custom Expense Report .............................251 About mapping tables...................................................................... 251 Customizing existing sample templates........................................ 252 Determining the layout of the Expense Report ............................ 253 Labels .............................................................................................. 253 Sections ........................................................................................... 254 Analyzing your custom Expense Report....................................... 255 Programming the mapping table ................................................... 256 Using applications other than Microsoft Excel............................. 260 Expense file details ........................................................................... 261 Appendix D: Non-ASCII Characters for Login Scripts ......................263 Warranty and Other Product Information .......................................265 Index ....................................................................................................279 Page viii VisorTM Edge Handheld User Guide About This Guide Welcome to the VisorTM Edge handheld computer. This guide is designed to help you get up and running quickly on your handheld. It describes all you need to know about how to use your handheld and the applications that come with it. It walks you through: s s s s Locating all the parts of your handheld Viewing and entering data Using your handheld with your computer Personalizing your handheld with your own preference settings After you become familiar with the basic functionality of your handheld, you can use the rest of this guide as a reference for less common tasks, for maintaining your handheld, and also as a source of information if you have problems operating it. Page 1 Page 2 Chapter 1 Introduction to Your VisorTM Edge Handheld This chapter explains the physical buttons and controls on your VisorTM Edge handheld computer, how to use your handheld for the first time, and how to use HotSync® technology to synchronize your handheld and PalmTM Desktop software. Getting to know your handheld What is a Visor Edge handheld? With your Visor Edge handheld, you will no longer have trouble getting to meetings and appointments on time, remembering people's names and personal details, or keeping track of all the items on your to do list. Your handheld can help you improve your track record in all these areas, both at work and at home. You can enter all your schedule details in Date Book Plus so you can view them by the day, week, month, year, or in list format; you can even set an alarm to remind you of important meetings. Keep all your contact names, addresses, phone numbers, and other details in Address, so you can find them as soon as you need them. Add your tasks to To Do list, prioritize them so you don't overlook them, and assign them a due date. To make sure you don't lose any of this important information, you can synchronize your data with Palm Desktop software on your computer so you always have a backup copy. You can set different levels of security for your handheld so unauthorized eyes cannot view your data. When you are out of the office, track your expenses for your expense reports; 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: Minimum requirements s Windows 98, Windows ME, Windows 2000, (for USB cradle) --or-Windows 95, Windows 98, Windows ME, Windows 2000, or Windows NT 4.0 (for serial cradle) 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 USB port (for USB cradle) Serial port (for serial cradle) s s s s s s Optional equipment s s Modem (such as a SpringboardTM modem) Springboard expansion modules Upgrade information If you already own a Palm OS® handheld, Handspring recommends that you install the version of Palm Desktop software that comes with your Visor Edge 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. Page 4 Introduction to Your VisorTM Edge Handheld 2. (Optional) To ensure against any data loss, go to the folder that stores Palm Desktop software, copy your user name folder, and store the copy outside the Palm Desktop software folder. 3. Follow the installation instructions in "Installing Palm Desktop software" later in this chapter. Be sure to install the new software in the same folder as the old software. 4. Place your new handheld in the cradle and press the HotSync button. If the Select User dialog box appears, select your user name. 5. Compare the applications on your old and new handhelds. 6. Beam any third party applications that did not transfer from your old handheld to your new handheld, or install them from the original files. Each handheld must have a unique name After you complete the upgrade process described above, you have two handhelds with the same name. This is an undesirable situation. Each handheld must have a unique name in order to prevent unexpected results during HotSync operations and other complications. We strongly recommend that you perform a hard reset on your old handheld. See "Performing a hard reset" in Appendix A for details. A hard reset not only erases all data from the old handheld; it also erases the name and makes that handheld a clean slate, ready to receive a new name. The next time you perform a HotSync operation with this old handheld, you are asked to give it a name. Be sure to give it a unique name. Chapter 1 Page 5 Visor Edge components Locating front panel controls Stylus Stylus release Screen IR port Graffiti® writing area Contrast control Application buttons Power button and backlight control Microphone Scroll buttons LED Stylus and Stylus release Handheld screen Graffiti writing area Power button and backlight control Serves as the writing instrument used to enter data in your handheld. To use the stylus, press the stylus release, slide the stylus out of the slot, and hold it as you would a pen or pencil. Displays the applications and information stored in your handheld. It is touch-sensitive and responds to the stylus. The area where you write letters and numbers using the Graffiti alphabet. See Chapter 2 to learn how to write Graffiti characters. Turns your handheld on or off and controls the backlight feature. If your handheld is turned off, pressing the power button turns the unit on and returns you to the last screen you viewed. If your handheld is turned on, pressing the power button turns the unit off. Holding the power button down for about two seconds turns the backlight on or off. Page 6 Introduction to Your VisorTM Edge Handheld LED indicator Indicates the status of the battery as it charges. When your handheld is in the cradle, the LED blinks while the battery charges and stays on after the battery is charged. When the silent alarm setting is active, the LED blinks as an alarm notification. See "Date Book Plus menus" in Chapter 6 for details. IR port Uses infrared technology to transmit data to and receive data from other Palm OS handhelds. See "Beaming information" in Chapter 7 for more information. You can also use the IR port to update the information between your handheld and computer using HotSync technology. See "IR HotSync operations" in Chapter 8 for details. 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 Application buttons Activates the individual applications that correspond to the icons on the buttons: Date Book Plus, Address, To Do List, and Memo Pad. See "Buttons preferences" in Chapter 9 for details on reassigning these buttons to activate any application on your handheld. Tip: If your handheld is turned off, pressing any application button activates your handheld and opens the corresponding application. Scroll buttons Displays text and other information that extends beyond the area of the handheld screen. Pressing the bottom scroll button scrolls down to view information below the viewing area, and pressing the top scroll button scrolls up to view the information above the viewing area. Microphone For use with Springboard expansion modules that support this feature. Chapter 1 Page 7 Using the backlight If you have difficulty seeing the information on your handheld, you can use the backlight to illuminate your screen. To activate the backlight: s Press the power button and hold it down for about two seconds. Release the button when the backlight turns on. In addition, you can assign the full-screen pen stroke to activate the backlight. See "Pen preferences" in Chapter 9 for more information. Tip: To turn off the backlight: s Press and hold the power button for about two seconds. The backlight also turns off automatically (after a period of inactivity) with the Auto-off feature. See "General preferences" in Chapter 9 for more information. Page 8 Introduction to Your VisorTM Edge Handheld Locating back panel components Edge connector port Reset button USB and serial connector Edge connector port Enables you to connect the detachable Springboard slot. To install the detachable Springboard slot and add expansion modules to your handheld, you must first remove the flip cover or the edge connector door. 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. The connector that connects your handheld to the cradle, which in turn connects to a USB port or serial port on your computer. This allows you to update the information between your handheld and computer using HotSync technology. Reset button USB and serial connector Protective flip cover The flip cover protects the handheld screen when it is not in use. Your handheld comes with the flip cover already attached, but if you prefer, you can remove the flip cover and attach the edge connector door. To remove the flip cover: 1. Open the flip cover. 2. Gently pull the flip cover out of the edge connector port. Chapter 1 Page 9 To attach the flip cover: 1. Gently press the top of the flip cover onto your handheld until it clicks into place. Tip: The flip cover opens at two angles (it does not flip all the way back). Find the one that works best for the current lighting conditions. Open from this end Page 10 Introduction to Your VisorTM Edge Handheld To attach the edge connector port door: 1. Remove the flip cover as described earlier in this section. Edge connector port door 2. Insert the tab on the top edge of the edge connector port door into the edge connector port. Charging the battery To use your handheld, you must connect the cradle and charge the battery. See "Battery considerations" in Appendix A for tips on extending the life of the battery. Connecting the cradle The cradle that comes with your handheld enables you to charge your handheld battery and to synchronize the information on your handheld using HotSync technology. Note: If your computer does not have a USB port, or it uses Windows 95 or Windows NT, you need a serial cradle to connect to your computer. You can purchase a serial cradle from www.handspring.com. To connect the cradle: 1. Plug the AC adapter cable into the back of the cradle cable connector. 2. Plug the cradle cable connector into the USB port or serial port on your computer. Chapter 1 Page 11 USB cradle and port Note: If you are unsure about the exact location of the USB port or serial port on your computer, refer to the manual supplied with the computer. 3. Plug the AC adapter into a wall outlet. Serial cradle and port Page 12 Introduction to Your VisorTM Edge Handheld