User manual HANDSPRING VISOR NEO MAC

VisorTM Handheld User Guide Macintosh Edition Copyright Copyright © 2001 Handspring, Inc. All rights reserved. Portions copyright © 1998-2001 Palm, Inc. or its subsidiaries. All rights reserved. Handspring, Springboard, Visor, the Handspring logo, and the Springboard logo are trademarks of Handspring, Inc., and may be registered in some jurisdictions. Graffiti, HotSync, and Palm OS are registered trademarks, and the HotSync logo and Palm are trademarks of Palm, Inc., or its subsidiaries. All other trademarks are the property of their respective owners. Disclaimer and limitation of liability Handspring, Inc. and its suppliers assume no responsibility for any damage or loss resulting from the use of this handbook. Handspring, Inc. and its suppliers assume no responsibility for any loss or claims by third parties which may arise through the use of this software. Handspring, Inc. and its suppliers assume no responsibility for any damage or loss caused by deletion of data as a result of malfunction, dead batteries, or repairs. Be sure to make backup copies of all important data on other media to protect against data loss. Important: For warranty information and a copy of the End User License Agreement applicable to your Handspring product, please see the Handspring web site at www.handspring.com/support/ug_warranties.jhtml. If you would like a copy of these materials mailed to you, or if you have any questions, please contact Handspring Customer Support. The information included on this web site sets forth Handspring's sole and complete warranty and software licensing obligations with respect to your Handspring product. Use of the product indicates your acceptance of the terms of the warranty and the End User License Agreement. Software download available PalmTM Desktop software is supplied on a CD-ROM disc. If you do not have access to a CD-ROM drive for your computer, you can download the Palm Desktop software from www.handspring.com. Page 2 VisorTM Handheld User Guide Contents About This Guide ....................................................................................9 Chapter 1: Introduction to Your VisorTM Handheld ...........................11 Getting to know your handheld........................................................11 What is a Visor handheld? .............................................................11 System requirements ......................................................................12 Upgrade information ......................................................................12 Visor components ...........................................................................14 Installing the batteries ........................................................................18 Tapping and typing ............................................................................19 Tap with the stylus to get things done .........................................19 Elements of the handheld interface ..............................................20 Opening applications .....................................................................21 Using menus ....................................................................................22 Four ways to enter data ..................................................................25 Customizing your handheld..............................................................29 Palm Desktop software ..................................................................30 Connecting the cradle .....................................................................31 Using your handheld with another PIM .....................................32 Installing a Springboard module ..................................................33 Chapter 2: Entering Data in Your Handheld .......................................35 Using Graffiti writing to enter data ..................................................35 Writing Graffiti characters .............................................................35 Graffiti tips .......................................................................................37 The Graffiti alphabet .......................................................................38 Writing capital letters .....................................................................39 Writing numbers .............................................................................39 Graffiti numbers ..............................................................................40 Writing punctuation marks ...........................................................40 Writing symbols and extended characters ..................................41 Writing accented characters ..........................................................42 Accent strokes ..................................................................................42 Additional non-English characters ...............................................42 Navigation strokes ..........................................................................43 Graffiti ShortCuts ............................................................................43 Using the onscreen keyboard ...........................................................44 Using your computer keyboard ........................................................45 Importing data .....................................................................................45 Using an external keyboard ...............................................................47 Page 3 Chapter 3: Managing Your Applications .............................................49 Using the Applications Launcher..................................................... 49 Selecting applications ..................................................................... 49 Switching between applications ................................................... 49 Categorizing applications .............................................................. 49 Changing the Applications Launcher display ............................ 51 Choosing preferences ......................................................................... 52 Installing and removing applications .............................................. 52 Installing add-on applications ...................................................... 52 Installing games .............................................................................. 54 Removing applications .................................................................. 55 Removing Palm Desktop software ............................................... 56 Security................................................................................................. 57 Assigning a password .................................................................... 57 Changing or deleting a password ................................................ 58 Locking your handheld ................................................................. 59 Recovering from a forgotten password ....................................... 60 Chapter 4: Overview of Basic Applications.........................................61 Date Book ............................................................................................. 62 Date Book Plus .................................................................................... 63 Address ................................................................................................ 64 To Do List............................................................................................. 65 Memo Pad ............................................................................................ 66 Calculator............................................................................................. 67 CityTime............................................................................................... 68 Expense................................................................................................. 69 Chapter 5: Common Tasks ....................................................................71 Creating records.................................................................................. 71 Editing records .................................................................................... 72 Entering text .................................................................................... 72 Edit menu ......................................................................................... 72 Deleting records .................................................................................. 74 Other ways to delete records ........................................................ 74 Purging records................................................................................... 75 Exchanging and updating data: HotSync operations.................... 76 Performing a HotSync operation for the first time .................... 76 Categorizing records .......................................................................... 78 System-defined and user-defined categories ............................. 79 Finding records ................................................................................... 82 Looking up Address records ........................................................ 82 Using Find ....................................................................................... 85 Using Phone Lookup ...................................................................... 86 Page 4 VisorTM Handheld User Guide Sorting lists of records ........................................................................89 Making records private ......................................................................90 Hiding and masking private records ...........................................90 Attaching notes ....................................................................................93 Choosing fonts .....................................................................................94 Chapter 6: Application Specific Tasks .................................................95 Date Book .............................................................................................96 Scheduling an event ........................................................................96 Rescheduling an event .................................................................100 Setting an alarm for an event ......................................................100 Scheduling repeating or continuous events ..............................101 Changing the Date Book view .....................................................104 Working in Week View ................................................................104 Working in Month View ..............................................................106 Working in Agenda view .............................................................106 Spotting event conflicts ................................................................107 Date Book menus ..........................................................................108 Date Book Plus...................................................................................111 Working in Week View with Text ..............................................111 Working in Year View ..................................................................112 Working in List View ...................................................................113 Working with floating events ......................................................113 Working with To Do items ..........................................................115 Using the Daily Journal ................................................................116 Using templates .............................................................................117 Using snooze alarms .....................................................................118 Selecting the default Date Book ..................................................118 Date Book Plus menus ..................................................................118 Address ...............................................................................................127 Creating an Address entry ...........................................................127 Duplicating an entry .....................................................................128 Selecting types of phone numbers ..............................................129 Changing Address Entry details .................................................129 Address menus ..............................................................................130 To Do List ...........................................................................................133 Setting priority ...............................................................................133 Checking off a To Do item ...........................................................134 Changing To Do item details .......................................................134 Setting a due date ..........................................................................135 To Do Show Options .....................................................................136 To Do List menus ..........................................................................137 Memo Pad...........................................................................................138 Reviewing memos .........................................................................138 Page 5 Memo Pad menus ......................................................................... 139 Calculator........................................................................................... 140 Selecting the Calculator mode .................................................... 140 Using the Basic Calculator buttons ............................................ 140 Displaying Recent Calculations .................................................. 141 Using the Advanced Calculator mode ...................................... 141 Using the Advanced Calculator buttons ................................... 142 Creating a custom view ............................................................... 151 Calculator menus .......................................................................... 152 CityTime............................................................................................. 153 Setting your home city ................................................................. 153 Selecting remote cities .................................................................. 154 Adding cities ................................................................................. 154 CityTime menus ............................................................................ 155 Expense............................................................................................... 156 Changing the date of an Expense item ...................................... 157 Entering receipt details ................................................................ 157 Customizing the Currency pick list ........................................... 158 Show Options ................................................................................ 160 Expense menus ............................................................................. 161 Chapter 7: Communicating Using Your Handheld............................163 Managing desktop E-Mail away from your desk ........................ 163 Setting up Mail on the desktop ................................................... 164 Synchronizing Mail with your E-Mail application .................. 164 Opening the Mail application on your handheld .................... 164 Viewing e-mail items ................................................................... 164 Creating e-mail items ................................................................... 166 Looking up an address ................................................................ 168 Adding details to e-mail items ................................................... 169 Storing e-mail to be sent later ..................................................... 173 Editing unsent e-mail ................................................................... 173 Draft e-mail .................................................................................... 174 Filing e-mail ................................................................................... 175 Deleting e-mail .............................................................................. 176 Removing e-mail from the Deleted folder ................................ 176 Purging deleted e-mail ................................................................. 176 Message list options ..................................................................... 177 HotSync options ............................................................................ 179 Creating special filters ................................................................. 180 Truncating e-mail items ............................................................... 184 Mail menus .................................................................................... 185 Beaming information........................................................................ 186 Page 6 VisorTM Handheld User Guide Chapter 8: Advanced HotSync® Operations ....................................189 Selecting HotSync setup options.....................................................189 Customizing HotSync application settings ...................................192 IR HotSync operations ......................................................................193 Preparing your computer for infrared communication ..........193 Configuring HotSync Manager for infrared communication .194 Performing an IR HotSync operation .........................................195 Returning to cradle HotSync operations ...................................195 Conducting a HotSync operation via modem...............................196 Preparing your computer ............................................................196 Preparing your handheld .............................................................198 Selecting the conduits for a modem HotSync operation .........199 Performing a HotSync operation via a modem ........................200 Creating a user profile ......................................................................200 Chapter 9: Setting Preferences for Your Handheld .........................203 Viewing preferences .........................................................................203 Buttons preferences...........................................................................204 Pen preferences ..............................................................................204 HotSync buttons preferences....................................................... 206 Connection preferences ....................................................................206 Connection Types ..........................................................................207 Setting modem configurations ....................................................208 Digitizer preferences.........................................................................210 Formats preferences ..........................................................................211 Country default .............................................................................211 Time, date, week start, and numbers formats ...........................211 General preferences...........................................................................212 Auto-off delay ................................................................................212 System, alarm, and game sounds ...............................................212 Network preferences and TCP/IP software..................................213 Selecting a service .........................................................................214 Entering a user name ....................................................................214 Entering a password .....................................................................215 Selecting a connection ..................................................................216 Adding telephone settings ...........................................................216 Connecting to your service ..........................................................219 Creating additional service templates .......................................220 Adding detailed information to a service template .................220 Creating a login script ..................................................................223 Deleting a service template ..........................................................225 Network preferences menu commands .....................................225 TCP/IP troubleshooting ...............................................................226 Owner preferences ............................................................................227 Page 7 ShortCuts preferences ...................................................................... 228 Creating a ShortCut ...................................................................... 228 Editing a ShortCut ........................................................................ 229 Deleting a ShortCut ...................................................................... 229 Appendix A: Maintaining Your Handheld .........................................231 Caring for your handheld................................................................ 231 Battery considerations...................................................................... 232 Resetting your handheld ................................................................. 233 Performing a soft reset ................................................................. 233 Performing a warm reset ............................................................. 234 Performing a hard reset ............................................................... 234 Appendix B: Troubleshooting Tips.....................................................237 Operating problems.......................................................................... 238 Tapping and writing problems....................................................... 239 Application problems....................................................................... 240 HotSync problems ............................................................................ 241 Beaming problems ............................................................................ 245 Password problems .......................................................................... 246 Springboard module problems....................................................... 247 Technical support ............................................................................. 248 Appendix C: Non-ASCII Characters for Login Scripts.......................249 Other Product Information ................................................................251 Index ....................................................................................................253 Page 8 VisorTM Handheld User Guide About This Guide Welcome to the VisorTM handheld computer. This guide is designed to help you get up and running quickly on your handheld. It describes all you need to know about how to use your handheld and the applications that come with it. It walks you through: s s s s Locating all the parts of your handheld Viewing and entering data Using your handheld with your computer Personalizing your handheld with your own preference settings After you become familiar with the basic functionality of your handheld, you can use the rest of this guide as a reference for less common tasks, for maintaining your handheld, and also as a source of information if you have problems operating it. Page 9 Page 10 Chapter 1 Introduction to Your VisorTM Handheld This chapter explains the physical buttons and controls on your VisorTM handheld computer, how to use your handheld for the first time, and how to use HotSync® technology to synchronize your handheld and PalmTM Desktop software. Getting to know your handheld What is a Visor handheld? With your Visor handheld, you will no longer have trouble getting to meetings and appointments on time, remembering people's names and personal details, or keeping track of all the items on your to do list. Your handheld can help you improve your track record in all these areas, both at work and at home. You can enter all your schedule details in Date Book Plus so you can view them by the day, week, month, year, or in list format; you can even set an alarm to remind you of important meetings. Keep all your contact names, addresses, phone numbers, and other details in Address, so you can find them as soon as you need them. Add your tasks to To Do list, prioritize them so you don't overlook them, and assign them a due date. To make sure you don't lose any of this important information, you can synchronize your data with Palm Desktop software on your computer so you always have a backup copy. You can set different levels of security for your handheld so unauthorized eyes cannot view your data. When you are out of the office, track your expenses for your expense reports. You can write, edit, and view your e-mail, and then synchronize your e-mail with your desktop E-Mail application when you return to your office. Chapter 1 Page 11 System requirements To install and operate Palm Desktop software, your computer system must meet the following requirements: Minimum requirements s Mac OS 8.5 or later (for USB cradle) --or-Mac OS 7.53 or later (for serial cradle) Apple Macintosh or compatible computer with a PowerPC processor 8 MB RAM (memory) minimum, 16 MB recommended 25 MB available hard disk space VGA monitor or better CD-ROM drive Mouse USB port (for USB cradle) Serial port (for serial cradle) s s s s s s s Optional equipment s s Modem (such as a SpringboardTM modem) Springboard expansion modules Upgrade information If you already own a Palm OS® handheld, Handspring recommends that you install the version of Palm Desktop software that comes with your Visor handheld into the same folder as your current Palm Desktop software. When you install the new version in the same folder as the previous version, all your data is preserved. If you use another personal information manager (PIM), you still need to install Palm Desktop software in order to update the HotSync Manager on your computer. You perform HotSync operations in exactly the same way, so you can quickly synchronize your old data with your new handheld. Page 12 Introduction to Your VisorTM Handheld To upgrade: 1. Synchronize your old handheld with your old Palm Desktop software. This ensures that the latest information from your handheld is on your desktop computer. 2. (Optional) To ensure against any data loss, go to the folder that stores Palm Desktop software, copy your user name folder, and store the copy outside the Palm Desktop software folder. 3. Follow the installation instructions in "Installing Palm Desktop software" later in this chapter. Be sure to install the new software in the same folder as the old software. 4. Place your new handheld in the cradle and press the HotSync button. If the User dialog box appears, select your user name. 5. Compare the applications on your old and new handhelds. 6. Beam any third party applications that did not transfer from your old handheld to your new handheld, or install them from the original files. Each handheld must have a unique name After you complete the upgrade process described above, you have two handhelds with the same name. This is an undesirable situation. Each handheld must have a unique name in order to prevent unexpected results during HotSync operations and other complications. We strongly recommend that you perform a hard reset on your old handheld. See "Performing a hard reset" in Appendix A for details. A hard reset not only erases all data from the old handheld; it also erases the name and makes that handheld a clean slate, ready to receive a new name. The next time you perform a HotSync operation with this old handheld, you are asked to give it a name. Be sure to give it a unique name. Chapter 1 Page 13 Visor components Locating front panel controls Stylus Screen Contrast control Graffiti® writing area Power button and backlight control Application buttons Scroll buttons Microphone Stylus Serves as the writing instrument used to enter data in your handheld. To use the stylus, slide the stylus out of the slot, and hold it as you would a pen or pencil. Displays the applications and information stored in your handheld. It is touch-sensitive and responds to the stylus. The area where you write letters and numbers using the Graffiti alphabet. See Chapter 2 to learn how to write Graffiti characters. Activates the individual applications that correspond to the icons on the buttons: Date Book Plus, Address, To Do List, and Memo Pad. See "Buttons preferences" in Chapter 9 for details on reassigning these buttons to activate any application on your handheld. Tip: If your handheld is turned off, pressing any application button activates your handheld and opens the corresponding application. Handheld screen Graffiti writing area Application buttons Page 14 Introduction to Your VisorTM Handheld Scroll buttons Displays text and other information that extends beyond the area of the handheld screen. Pressing the bottom scroll button scrolls down to view information below the viewing area, and pressing the top scroll button scrolls up to view the information above the viewing area. Microphone For use with Springboard expansion modules that support this feature. Power button and backlight control Turns your handheld on or off and controls the backlight feature. If your handheld is turned off, pressing the power button turns the unit on and returns you to the last screen you viewed. If your handheld is turned on, pressing the power button turns the unit off. Holding the power button down for about two seconds turns the backlight on or off. Contrast Control Displays the contrast control screen where you can adjust the appearance of the screen for the clearest screen display. Depending on the lighting conditions or temperature of the environment where you use your handheld, you may need to adjust the contrast. To adjust the contrast, drag the slider or tap the arrows to increase or decrease the contrast. To fine tune the contrast, press the scroll buttons on the front panel of your handheld. Using the backlight If you have difficulty seeing the information on your handheld, you can use the backlight to illuminate your screen. To activate the backlight: s Press the power button and hold it down for about two seconds. Release the button when the backlight turns on. In addition, you can assign the full-screen pen stroke to activate the backlight. See "Pen preferences" in Chapter 9 for more information. Tip: To turn off the backlight: s Press and hold the power button for about two seconds. The backlight also turns off automatically (after a period of inactivity) with the Auto-off feature. See "General preferences" in Chapter 9 for more information. Page 15 Chapter 1 Protective cover The cover protects the Visor handheld screen when it is not in use. To remove the cover: 1. Unclip the top of the cover from your handheld. 2. Lift the cover off your handheld. To reattach the cover: 1. Insert the pegs on the bottom of the cover into the holes on the bottom of your handheld. 2. Gently press the top of the cover onto your handheld until it clicks into place. Unclip top edge to remove cover Align pegs to replace cover Page 16 Introduction to Your VisorTM Handheld Locating back panel components Springboard expansion slot protector IR port Reset button Battery door USB and serial connector Springboard expansion slot protector IR port Slides in and out of the Springboard expansion slot. You can replace the slot protector with a Springboard expansion module to add features to your handheld. Uses infrared technology to transmit data to and receive data from other Palm OS handhelds. See "Beaming information" in Chapter 7 for more information. You can also use the IR port to update the information between your handheld and computer using HotSync technology. See "IR HotSync operations" in Chapter 8 for details. Under normal use, you should not have to use the reset button. See Appendix A for information about when and how to use the reset button. Covers the batteries that power your handheld. The connector that connects your handheld to the cradle, which in turn connects to a USB port or serial port on your computer. This allows you to update the information between your handheld and computer using HotSync technology. Reset button Battery door USB and serial connector Chapter 1 Page 17 Installing the batteries To use your handheld, you must install two AAA alkaline batteries. The batteries fit behind the battery door on the back of the handheld. See "Battery considerations" in Appendix A for more information. To install the batteries: 1. Press the latch on the battery door and lift the battery door away from your handheld. 2. Install the two AAA alkaline batteries supplied with your handheld into the battery compartment. Note: A diagram in the interior of the battery compartment shows + and - ends of the batteries. When correctly installed, the clips in the battery compartment secure the batteries in place. 3. Insert the battery door back into place so that it is flush with the back of your handheld and "clicks" into position. Important: Do not force the battery door. When the batteries are correctly installed, the battery door clips smoothly into place. If you feel resistance when replacing the door, make sure the door is aligned with the slots on the back of your handheld, and that the batteries are firmly seated in the battery compartment. Page 18 Introduction to Your VisorTM Handheld Tapping and typing Tap with the stylus to get things done Like using a mouse to click elements on a computer screen, using the stylus to tap elements on your handheld screen is the basic action to get things done on your handheld. The first time you start your handheld, setup instructions appear on the screen. These instructions include a calibration screen, or digitizer. Calibration aligns the internal circuitry of your handheld with its touch-sensitive screen so that when you tap an element on the screen, the handheld can detect exactly which task you want to perform. Important: Always use the point of the stylus for tapping or making strokes on the handheld screen. Never use an actual pen, pencil, or other sharp object to write on the handheld screen. With your handheld turned on, you can tap the handheld screen to perform many operations, such as the following: s s s s s Open applications Choose menu commands Initiate a global Find operation Select options in dialog boxes Open the onscreen keyboards Just as you can drag the mouse to select text or move objects on your computer, you can also drag the stylus to select text. You can also use the stylus to drag the slider of any scroll bar. Chapter 1 Page 19 Elements of the handheld interface Menu bar Pick list Check box Icons Command buttons Menu bar Command buttons Icons A set of commands that are specific to the application. Not all applications have a menu bar. Tap a button to perform a command. Command buttons appear in dialog boxes and at the bottom of application screens. Tap the icons to open applications Calculator . , menus , , and to find text anywhere in your data abc 123 Check box With the cursor in an input field, tap the dot to activate the alphabetic keyboard. With the cursor in an input field, tap the dot to activate the numeric keyboard. When a check mark appears in a check box, the corresponding option is active. If a check box is empty, tapping it inserts a check mark. If a check box is checked, tapping it removes the check mark. Tap the arrow to display a list of choices, and then tap an item in the list to select it. Pick list Page 20 Introduction to Your VisorTM Handheld