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VisorTM 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, Palm OS, Graffiti, and HotSync 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 Visor Handheld User Guide Contents About This Guide ....................................................................................1 Chapter 1: Introduction to Your Visor Handheld .................................3 Getting to know your Visor handheld ...............................................3 What is a Visor handheld? ...............................................................3 System requirements ........................................................................4 Upgrade information ........................................................................4 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 Four ways to enter data ..................................................................17 Customizing your handheld..............................................................20 Palm Desktop software ..................................................................22 Connecting the cradle .....................................................................22 Using your handheld with Microsoft Outlook ...........................24 Using your handheld with another PIM .....................................24 Installing a Springboard module ..................................................24 Chapter 2: Entering Data in Your Visor Handheld .............................25 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 Using an external keyboard ...............................................................36 Contents Page iii Chapter 3: Managing Your Applications .............................................37 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 ............................................... 44 Security................................................................................................. 44 Assigning a password .................................................................... 44 Changing or deleting a password ................................................ 45 Locking your handheld ................................................................. 46 Recovering from a forgotten password ....................................... 47 Chapter 4: Overview of Basic Applications.........................................49 Date Book ............................................................................................. 50 Date Book Plus .................................................................................... 51 Address ................................................................................................ 52 To Do List............................................................................................. 53 Memo Pad ............................................................................................ 54 Calculator............................................................................................. 55 CityTime............................................................................................... 56 Expense................................................................................................. 57 Chapter 5: Common Tasks ....................................................................59 Creating records.................................................................................. 59 Editing records .................................................................................... 60 Entering text .................................................................................... 60 Edit menu ......................................................................................... 60 Deleting records .................................................................................. 62 Other ways to delete records ........................................................ 62 Purging records................................................................................... 63 Exchanging and updating data: HotSync operations.................... 64 Performing a HotSync operation for the first time .................... 64 Categorizing records .......................................................................... 66 System-defined and user-defined categories ............................. 66 Finding records ................................................................................... 70 Looking up Address records ........................................................ 70 Using Find ....................................................................................... 71 Using Phone Lookup ...................................................................... 72 Page iv Visor Handheld User Guide Sorting lists of records ........................................................................74 Making records private ......................................................................75 Hiding and masking private records ...........................................75 Attaching notes ....................................................................................78 Choosing fonts .....................................................................................79 Chapter 6: Application Specific Tasks .................................................81 Date Book .............................................................................................82 Scheduling an event ........................................................................82 Rescheduling an event ...................................................................86 Setting an alarm for an event ........................................................86 Scheduling repeating or continuous events ................................87 Changing the Date Book view .......................................................90 Working in Week View ..................................................................90 Working in Month View ................................................................92 Working in Agenda view ...............................................................92 Spotting event conflicts ..................................................................93 Date Book menus ............................................................................94 Date Book Plus.....................................................................................97 Working in Week View with Text ................................................97 Working in Year View ....................................................................98 Working in List View .....................................................................99 Working with floating events ........................................................99 Working with To Do items ..........................................................101 Using the Daily Journal ................................................................102 Using templates .............................................................................103 Using snooze alarms .....................................................................104 Selecting the default Date Book ..................................................104 Date Book Plus menus ..................................................................104 Address ...............................................................................................113 Creating an Address entry ...........................................................113 Duplicating an entry .....................................................................114 Selecting types of phone numbers ..............................................115 Changing Address Entry details .................................................115 Address menus ..............................................................................116 To Do List ...........................................................................................118 Setting priority ...............................................................................118 Checking off a To Do item ...........................................................119 Changing To Do item details .......................................................119 Setting a due date ..........................................................................120 To Do Show Options .....................................................................121 To Do List menus ..........................................................................122 Memo Pad...........................................................................................123 Reviewing memos .........................................................................123 Page v Memo Pad menus ......................................................................... 124 Calculator........................................................................................... 125 Selecting the Calculator mode .................................................... 125 Using the Basic Calculator buttons ............................................ 125 Displaying Recent Calculations .................................................. 126 Using the Advanced Calculator mode ...................................... 126 Using the Advanced Calculator buttons ................................... 127 Creating a custom view ............................................................... 136 Calculator menus .......................................................................... 137 CityTime............................................................................................. 138 Setting your home city ................................................................. 138 Selecting remote cities .................................................................. 139 Adding cities ................................................................................. 139 CityTime menus ............................................................................ 140 Expense............................................................................................... 141 Changing the date of an Expense item ...................................... 142 Entering receipt details ................................................................ 142 Customizing the Currency pick list ........................................... 144 Show Options ................................................................................ 145 Transferring your data to Microsoft Excel ................................ 146 Expense menus ............................................................................. 150 Chapter 7: Communicating Using Your Handheld............................151 Managing desktop E-Mail away from your desk ........................ 151 Setting up Mail on the desktop ................................................... 152 Synchronizing Mail with your E-Mail application .................. 154 Opening the Mail application on your handheld .................... 154 Viewing e-mail items ................................................................... 154 Creating e-mail items ................................................................... 155 Looking up an address ................................................................ 158 Adding details to e-mail items ................................................... 159 Storing e-mail to be sent later ..................................................... 162 Editing unsent e-mail ................................................................... 163 Draft e-mail .................................................................................... 164 Filing e-mail ................................................................................... 165 Deleting e-mail .............................................................................. 165 Removing e-mail from the Deleted folder ................................ 166 Purging deleted e-mail ................................................................. 166 Message list options ..................................................................... 166 HotSync options ............................................................................ 168 Creating special filters ................................................................. 170 Truncating e-mail items ............................................................... 174 Mail menus .................................................................................... 175 Beaming information........................................................................ 176 Page vi Visor Handheld User Guide Chapter 8: Advanced HotSync® Operations ....................................179 Selecting HotSync setup options.....................................................179 Customizing HotSync application settings ...................................181 IR HotSync operations ......................................................................183 Preparing your computer for infrared communication ..........183 Configuring HotSync Manager for infrared communication .184 Performing an IR HotSync operation .........................................185 Returning to cradle HotSync operations ...................................186 Conducting a HotSync operation via modem...............................187 Preparing your computer ............................................................187 Preparing your handheld .............................................................189 Selecting the conduits for a modem HotSync operation .........190 Performing a HotSync operation via a modem ........................191 Conducting a HotSync operation via a network ..........................192 Connecting to your company's dial-in server ...........................192 Performing a dial-in network HotSync operation ....................194 Performing a network HotSync operation via a LAN .............194 Using File Link...................................................................................194 Creating a user profile ......................................................................195 Chapter 9: Setting Preferences for Your Handheld .........................197 Viewing preferences .........................................................................197 Buttons preferences...........................................................................198 Pen preferences ..............................................................................198 HotSync buttons preferences .......................................................200 Connection preferences ....................................................................200 Connection Types ..........................................................................201 Setting modem configurations ....................................................201 Digitizer preferences.........................................................................204 Formats preferences ..........................................................................204 Country default .............................................................................204 Time, date, week start, and numbers formats ...........................205 General preferences...........................................................................205 Auto-off delay ................................................................................206 System, alarm, and game sounds ...............................................206 Network preferences and TCP/IP software..................................207 Selecting a service .........................................................................207 Entering a user name ....................................................................208 Entering a password .....................................................................209 Selecting a connection ..................................................................210 Adding telephone settings ...........................................................210 Connecting to your service ..........................................................213 Creating additional service templates .......................................214 Adding detailed information to a service template .................214 Page vii Creating a login script .................................................................. 217 Deleting a service template ......................................................... 219 Network preferences menu commands .................................... 220 TCP/IP troubleshooting .............................................................. 220 Owner preferences............................................................................ 221 ShortCuts preferences ...................................................................... 222 Creating a ShortCut ...................................................................... 222 Editing a ShortCut ........................................................................ 223 Deleting a ShortCut ...................................................................... 223 Appendix A: Maintaining Your Handheld .........................................225 Caring for your handheld................................................................ 225 Battery considerations...................................................................... 226 Resetting your handheld ................................................................. 227 Performing a soft reset ................................................................. 227 Performing a warm reset ............................................................. 228 Performing a hard reset ............................................................... 228 Appendix B: Troubleshooting Tips.....................................................231 Software installation problems ....................................................... 231 Operating problems.......................................................................... 232 Tapping and writing problems....................................................... 233 Application problems....................................................................... 234 HotSync problems ............................................................................ 235 Beaming problems ............................................................................ 239 Password problems .......................................................................... 240 Technical support ............................................................................. 241 Appendix C: Creating a Custom Expense Report .............................243 About mapping tables...................................................................... 243 Customizing existing sample templates........................................ 244 Determining the layout of the Expense Report ............................ 245 Labels .............................................................................................. 245 Sections ........................................................................................... 246 Analyzing your custom Expense Report....................................... 247 Programming the mapping table ................................................... 248 Using applications other than Microsoft Excel............................. 252 Expense file details ........................................................................... 253 Appendix D: Non-ASCII Characters for Login Scripts ......................255 Use of ^char ....................................................................................... 255 Carriage return and line feed .......................................................... 255 Literal characters............................................................................... 256 Page viii Visor Handheld User Guide Warranty and Other Product Information ....................................... 257 Handspring, Inc. Limited Warranty ...............................................257 Handspring, Inc. End User Software License Agreement...........260 GNU Library General Public License .........................................262 FCC Statement ...................................................................................269 Canadian RFI Statement...................................................................269 Acknowledgments ............................................................................270 Index ....................................................................................................271 Page ix Page x 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 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 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: Minimum requirements s Windows 98 or Windows 2000 (for USB cradle) --or-Windows 95, Windows, 98, Windows 2000, 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 Palm Desktop software from www.handspring.com) 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. 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 Visor 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. 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 user name appears in the box at the top of the Custom dialog box. If not, select your user name. 5. For all conduits, click Change and select the option Desktop overwrites handheld. Then click Done. See "Customizing HotSync application settings" in Chapter 8 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 user name. 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. 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 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 Application buttons 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. 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 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. Page 6 Introduction to Your Visor Handheld 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. 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 Springboard expansion modules that support this feature. 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. Chapter 1 Page 7 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 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. 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