User manual PALM M505

Handbook for Palm m500 Series Handhelds TM Page ii Handbook for PalmTM m500 Series Handhelds Copyright Copyright © 1998-2001 Palm, or its subsidiaries. All rights reserved. Graffiti, HotSync, PalmConnect, and Palm OS are registered trademarks, and the HotSync logo, Palm, PalmModem, and the Palm logo are trademarks of Palm, Inc. or its subsidiaries. Other product and brand names may be trademarks or registered trademarks of their respective owners. Disclaimer and Limitation of Liability Palm, Inc. and its subsidiaries assume no responsibility for any damage or loss resulting from the use of this handbook. Palm, Inc. and its subsidiaries assume no responsibility for any loss or claims by third parties which may arise through the use of this software. Palm, Inc. and its subsidiaries 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 End User Software License Agreement with this product before using the accompanying software program(s). Using any part of the software indicates that you accept the terms of the End User Software License Agreement. HotSync® Cradle and Adapters and Software Download Available The HotSync® cradle supplied with your handheld fits a USB connector. If you do not have a USB port available on your computer, you can order a 9-pin serial cradle and the following types of adapters: 25-pin serial adapter (for use with Windows computers), or a Macintosh serial adapter. To order a HotSync cradle or adapters, go to the web site: http://www.palm.com. 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 http://www.palm.com. P/N: 406-2907-A-US Page iii Page iv Handbook for PalmTM m500 Series Handhelds Contents About This Book: .............................................................1 Chapter 1: Introduction to Your Handheld ......................3 Getting to know your Palm m500 series handheld ..........................3 What is a Palm m500 series handheld?...........................................3 System requirements .........................................................................4 Palm m500 series components ........................................................ 5 Upgrading from another Palm OS handheld....................................9 Preparing to use your handheld .........................................................9 Connecting the HotSync cradle..................................................... 10 Charging your handheld................................................................ 11 PalmTM Desktop software .............................................................. 12 Using your handheld with another PIM ..................................... 14 Tapping and typing ............................................................................15 Tap with the stylus to get things done......................................... 15 Elements of the handheld interface .............................................. 16 Opening applications ..................................................................... 17 Using menus .................................................................................... 19 Entering data.................................................................................... 21 Customizing your handheld..............................................................25 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 ....................................................................31 Writing capital letters .....................................................................32 Writing numbers .............................................................................33 Graffiti numbers ..............................................................................33 Writing punctuation marks ...........................................................34 Additional Graffiti punctuation ....................................................34 Writing symbols and extended characters ..................................35 Writing accented characters ..........................................................35 Accent strokes ..................................................................................36 Additional non-English characters ...............................................36 Navigation strokes ..........................................................................36 Graffiti ShortCuts ............................................................................37 Using the onscreen keyboard ............................................................37 Using Note Pad....................................................................................38 Using your computer keyboard ........................................................38 Importing data .....................................................................................39 Contents Page v Importing data from a Windows computer ............................... 39 Importing data from a Macintosh ................................................ 40 Chapter 3: Managing Your Applications ....................... 43 Using the Applications Launcher..................................................... 43 Selecting applications ..................................................................... 43 Switching between applications ................................................... 43 Categorizing applications .............................................................. 43 Changing the Applications Launcher display ............................ 44 Choosing preferences ......................................................................... 45 Installing and removing applications .............................................. 46 Installing add-on applications ...................................................... 46 Removing applications .................................................................. 50 Removing Palm Desktop software ............................................... 51 Security ................................................................................................. 52 Assigning a password .................................................................... 52 Changing or deleting a password ................................................ 53 Locking your handheld ................................................................. 54 Recovering from a forgotten password ....................................... 56 Chapter 4: Using Expansion Features............................ 59 Inserting an expansion card .............................................................. 59 Removing an expansion card............................................................ 60 Opening expansion card applications ............................................. 60 Switching between your handheld and an expansion card ......... 61 Copying applications to an expansion card.................................... 61 Deleting applications from an expansion card............................... 62 Card Info .............................................................................................. 63 Reviewing card information ......................................................... 63 Renaming a card ............................................................................. 64 Formatting a card ........................................................................... 64 Card Info menus ............................................................................. 64 Chapter 5: Using Your Basic Applications .................... 67 Overview of basic applications......................................................... 67 Date Book ......................................................................................... 67 Address Book .................................................................................. 68 To Do List ......................................................................................... 69 Note Pad ........................................................................................... 70 Memo Pad ........................................................................................ 71 Calculator ......................................................................................... 71 Expense ............................................................................................ 72 Clock ................................................................................................. 72 Common tasks..................................................................................... 73 Page vi Handbook for the PalmTM m500 Series Handheld Creating records ..............................................................................73 Editing records ................................................................................73 Deleting records ..............................................................................75 Purging records ...............................................................................76 Exchanging and updating data: HotSync operations ................77 Categorizing records ......................................................................82 Finding information ........................................................................86 Sorting lists of records ....................................................................90 Making records private ..................................................................92 Attaching notes ................................................................................94 Choosing fonts .................................................................................95 Reviewing Reminders ....................................................................96 Application-specific tasks ..................................................................97 Date Book .........................................................................................97 Address Book .................................................................................111 To Do List .......................................................................................117 Note Pad .........................................................................................122 Memo Pad ......................................................................................125 Calculator .......................................................................................128 Clock ...............................................................................................130 Expense ...........................................................................................132 Chapter 6: Communicating Using Your Handheld.......143 Managing desktop E-Mail away from your desk.........................143 Setting up Mail on the desktop ...................................................144 Synchronizing Mail with your E-Mail application ..................146 Opening the Mail application on your handheld .....................146 Viewing e-mail items ....................................................................146 Creating e-mail items ....................................................................147 Looking up an address .................................................................150 Adding details to e-mail items ....................................................151 Storing e-mail to be sent later ......................................................154 Editing unsent e-mail ...................................................................154 Draft e-mail ....................................................................................155 Filing e-mail ...................................................................................156 Deleting e-mail ..............................................................................157 Removing e-mail from the Deleted folder .................................157 Purging deleted e-mail .................................................................157 Message list options ......................................................................158 HotSync options ............................................................................159 Creating special filters ..................................................................161 Truncating e-mail items ...............................................................165 Mail menus .....................................................................................166 Beaming information ........................................................................167 Contents Page vii Chapter 7: Advanced HotSync® Operations ...............171 Selecting HotSync setup options .................................................... 171 Customizing HotSync application settings................................... 178 IR HotSync operations ..................................................................... 181 Preparing your computer for infrared communication .......... 181 Configuring HotSync Manager for infrared communication 182 Performing an IR HotSync operation ........................................ 184 Returning to cradle HotSync operations ................................... 185 Conducting a HotSync operation via modem .............................. 186 Preparing your computer ............................................................ 186 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 network HotSync operation ................................ 195 Using File Link .................................................................................. 195 Creating a user profile...................................................................... 196 Chapter 8: Setting Preferences for Your Handheld..... 199 Viewing preferences ......................................................................... 200 Buttons preferences .......................................................................... 200 Pen preferences ............................................................................. 201 HotSync buttons preferences ...................................................... 202 Digitizer preferences ........................................................................ 203 Formats preferences ......................................................................... 203 Country default ............................................................................. 203 Time, date, week start, and numbers formats .......................... 204 General preferences .......................................................................... 204 Auto-off delay ............................................................................... 204 Cradle settings ............................................................................... 204 System, alarm, and game sounds ............................................... 205 Alarm Vibrate and LED settings ................................................ 205 Beam Receive ................................................................................. 206 Date and Time preferences.............................................................. 206 Connection preferences.................................................................... 206 Editing connections ...................................................................... 207 Network preferences and TCP/IP software ................................. 209 Selecting a service ......................................................................... 209 Entering a user name ................................................................... 210 Entering a password .................................................................... 210 Selecting a connection .................................................................. 211 Adding telephone settings .......................................................... 212 Connecting to your service .......................................................... 214 Page viii Handbook for the PalmTM m500 Series Handheld Creating additional service templates .......................................215 Adding detailed information to a service template .................215 Login scripts ...................................................................................218 Creating a login script on your handheld .................................219 Plug-in applications ......................................................................221 Deleting a service template ..........................................................221 Network preferences menu commands .....................................221 TCP/IP troubleshooting ...............................................................222 Owner preferences ............................................................................223 ShortCuts preferences.......................................................................223 Creating a ShortCut ......................................................................224 Editing a ShortCut ........................................................................225 Deleting a ShortCut ......................................................................225 Appendix A: Maintaining Your Handheld ....................227 Caring for your handheld ................................................................227 Battery considerations ......................................................................228 Resetting your handheld ..................................................................229 Performing a soft reset .................................................................229 Performing a hard reset ................................................................230 Appendix B: Frequently Asked Questions ...................233 Software installation problems........................................................234 Operating problems ..........................................................................235 Tapping and writing problems .......................................................237 Application problems .......................................................................238 HotSync problems .............................................................................239 Beaming problems.............................................................................246 Recharging problems ........................................................................247 Password problems...........................................................................247 Technical support ..............................................................................248 Appendix C: Creating a Custom Expense Report ........249 About mapping tables ......................................................................249 Customizing existing sample templates ........................................250 Determining the layout of the Expense Report.............................251 Labels ..............................................................................................251 Sections ...........................................................................................251 Analyzing your custom Expense Report .......................................252 Programming the mapping table....................................................253 Using applications other than Microsoft Excel .............................257 Expense file details............................................................................258 Contents Page ix Appendix D: Non-ASCII Characters for Login Scripts . 259 Use of ^char ....................................................................................... 259 Carriage return and line feed .......................................................... 259 Literal characters............................................................................... 259 Product Regulatory Information ................................. 261 FCC Statement................................................................................... 261 Canadian ICES-003 Statement ........................................................ 262 CE Compliance Statement ........................................................... 262 Battery Warning ............................................................................ 262 Index............................................................................265 Page x Handbook for the PalmTM m500 Series Handheld About This Book Welcome to the PalmTM m500 series handheld. This handbook 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 s Locating all the parts of your handheld Viewing and entering data Working with expansion cards 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 handbook as a reference for less common tasks, for maintaining your handheld, and also as a source of information if you have problems operating it. About This Book Page 1 Page 2 About This Book Chapter 1 Introduction to Your Handheld This chapter explains the physical buttons and controls on your PalmTM m500 series handheld, how to use your handheld for the first time, how to add expansion cards to your handheld, and how to use HotSync® technology to synchronize your handheld and PalmTM Desktop software. Getting to know your Palm m500 series handheld What is a Palm m500 series handheld? PalmTM m500 series handhelds will help you stay organized and on time, and keep up with daily tasks while you are away from your desk. Use your new handheld to do the following: s s Enter your schedule in Date Book Keep all your contact names, addresses, and phone numbers in Address Book Prioritize and assign your tasks a due date in To Do List Jot quick notes directly on the screen in Note Pad Set alarms from Clock, Date Book, and Note Pad, to keep yourself on schedule and remind yourself of appointments and notes Set preferences for how you receive alarms, by hearing a sound, seeing an LED blink, or feeling your handheld vibrate View, edit, and compose email on the run Track expenses for your expense report Synchronize your data with PalmTM Desktop software on your Windows or Macintosh computer so you always have a copy Insert MultiMedia Card (MMC) or Secure Digital (SD) cards to add additional software or memory, or to back up your data Attach and use peripheral hardware devices, such as a modem Beam information to another Palm OS® handheld that is close by and has an IR (infrared) port Page 3 s s s s s s s s s s Chapter 1 System requirements To install and operate Palm Desktop software, your computer system must meet the following requirements: Minimum requirements: Windows s s IBM-compatible Pentium-class computer Windows 98/Me/2000 (Windows 95/NT operating systems require a serial cradle, sold separately) 16 MB RAM (64 MB recommended with Windows 2000) 30 MB available hard disk space VGA monitor or better (the Quick Tour requires 256-color video display; for best results, use High Color:16 bit) CD-ROM drive (you can also download the Palm Desktop software from http://www.palm.com) Mouse One USB port or available serial port (serial cradle sold separately) s s s s s s Minimum requirements: Macintosh s s Apple Macintosh or compatible with a Power PC processor Mac OS 8.6 to 9 for USB support (OS 7.5.3 or later for serial support) One USB port or available serial port (serial cradle and adapters sold separately) 25 MB available hard disk space 6 MB free RAM Modem (such as an add-on modem accessory) Printer (compatible with your computer and its operating system) Infrared communication device Secure Digital (SD) or MultiMedia Card (MMC) expansion cards (sold separately) HotSync Cable, which enables you to perform HotSync operations without your cradle (sold separately, available with either a USB or serial connector) s s s Optional equipment s s s s s Page 4 Introduction to Your Handheld Palm m500 series components Locating front panel controls IR port Power button/ Backlight control/ LED indicator Screen Graffiti writing area Scroll buttons Application buttons IR port Uses infrared technology to transmit data to and receive data from other Palm OS handhelds, and to perform HotSync operations. See "Beaming information" in Chapter 6 and "IR HotSync operations" in Chapter 7 for more information. Turns your handheld on or off and controls the backlight feature. If your handheld is turned off, pressing the power button turns the handheld on and returns you to the last screen you viewed. If your handheld is turned on, pressing the power button turns the unit off. Pressing the power button for about two seconds turns the backlight on or off. The power button also lights steadily when the handheld is charging in the cradle and blinks to indicate alarms. Some applications enable you to set alarms to remind yourself of events or notes. You can set preferences for non-audible alarm notification. See "General preferences" in Chapter 8 for details. Power button/ Backlight control/ LED indicator Chapter 1 Page 5 Handheld screen 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. Displays text and other information that extends beyond the area of the handheld screen. Pressing the lower scroll button scrolls down to view information below the viewing area, and pressing the upper scroll button scrolls up to view the information above the viewing area. Activates the individual handheld applications that correspond to the icons on the buttons: Date Book, Address Book, To Do List, and Note Pad. See "Buttons preferences" in Chapter 8 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 the handheld and opens the corresponding application. Graffiti® writing area Scroll buttons Application buttons Using the backlight If lighting conditions make it difficult for you to see 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 8 for details. 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 "Auto-off delay" in Chapter 8 for more information. Page 6 Introduction to Your Handheld Using the onscreen contrast control Some Palm m500 series handhelds allow you to further adjust your display by changing the amount of contrast on the screen. To adjust the contrast: 1. Tap the Contrast icon writing area. 2. Do one of the following: in the upper-right corner of the Graffiti To change the contrast in small increments, tap to the left or right of the slider. To change the contrast in larger increments, drag the slider to the left or right. Tip: You can also use the up and down scroll buttons on the front of your handheld to adjust the contrast setting. 3. Tap Done. Chapter 1 Page 7 Locating back panel components Reset button Expansion card slot Side channel for stylus Side channel for cover Universal connector Side channels The right side channel holds the stylus, which slides in and out and clicks into place. To use the stylus, remove it and hold it as you would a pen or pencil. The left side channel holds the front cover, which also slides in and out. Accepts Secure Digital (SD) or MultiMedia Card (MMC) expansion cards, enabling you to add more memory or applications. You can also back up data to an expansion card. 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. Expansion card slot Reset button Page 8 Introduction to Your Handheld Universal connector Connects your handheld to the cradle, which in turn connects to the back of your computer and through the AC adapter to the wall current. This allows you to recharge your handheld as well as update the information between your handheld and computer using HotSync technology. The universal connector also connects peripheral hardware devices, such as a modem, to your handheld. Upgrading from another Palm OS handheld If you already own a Palm OS handheld, you must install the version of Palm Desktop software that comes with your new handheld. To upgrade quickly and easily, perform the tasks described in the following sections. Some tasks are specifically for upgrading. Preparing to use your handheld Before you begin using your handheld and Palm Desktop software, you must complete a few easy installation tasks. To use your handheld and Palm Desktop software, complete the following: s (If upgrading) Perform a HotSync operation using your old handheld and cradle. This ensures all data on your handheld is on your desktop computer. Connect the HotSync cradle that comes with your Palm m500 series handheld to your computer. See "Connecting the HotSync cradle" later in this chapter for details. Charge the battery in your new handheld. See "Charging your handheld" later in this chapter for details. (If upgrading) You may want to create a copy of your old Palm Desktop software folder and its contents before installing your new Palm Desktop software. If you do this, rename the copied folder (for example, Palm Old), and store it outside the Palm Desktop software folder. This step is optional. Install the Palm Desktop software that comes with your Palm m500 series handheld. See "Installing Palm Desktop software" later in this chapter for details. Perform a HotSync operation. See "Exchanging and updating data: Page 9 s s s s s Chapter 1 HotSync operations" in Chapter 5 "for details, or refer to Getting Started with PalmTM m500 Series Handhelds. s (If upgrading) Rename your old handheld. To prevent unexpected results during HotSync operations, each handheld must have a unique name. We recommend that you perform a hard reset on your old handheld. See "Performing a hard reset" in Appendix A for details. Connecting the HotSync cradle Important: The HotSync cradle supplied with your handheld fits a USB connector. If your computer does not have a USB port, or if you are using Windows 95, Windows NT, or an older Macintosh, you can order a serial cradle and a 25pin serial adapter, if necessary, from http:// www.palm.com. Follow the documentation that accompanies the serial cradle before attempting to complete the installation tasks. 1. Shut down and turn off your computer. 2. Plug the USB connector into a USB port on your computer. 3. Connect the power cord that attaches to the back of the cradle's USB port connector to the AC adapter cord. Page 10 Introduction to Your Handheld 4. Plug the AC adapter into any AC current outlet. Charging your handheld Your handheld contains a Lithium-ion polymer battery that is recharged each time you place the handheld in the cradle. Just place your handheld in the cradle for two hours for an initial charge before you use it. Then place it in the cradle for a few minutes each day to recharge the battery to full capacity. If the battery gets low, your handheld displays a warning message. If this occurs, perform a HotSync operation and then recharge the battery as soon as possible. If your handheld shuts down, you still have about a week to recharge the battery before you lose the data on your handheld. Chapter 1 Page 11 PalmTM Desktop software Palm Desktop software extends many of the functions of your handheld to your computer and serves to back up all your data. Viewing and editing your data using Palm Desktop software is optional. However, when you use it with your handheld and the builtin HotSync technology, you can fully synchronize the information on your handheld with the information on your computer. It is a good idea to back up your data in case something happens to the data on your handheld. Changes you make on your handheld or Palm Desktop software appear in both places after you synchronize. With Palm Desktop software, you can do the following: s Work with your handheld applications on your computer. Palm Desktop software duplicates the Date Book, Address Book, To Do List, and Memo Pad applications on your handheld, so you can view, enter, and modify any data stored on your handheld. (You cannot modify Note Pad data in Palm Desktop software.) Back up the data stored on your handheld with HotSync technology and synchronize the data on your Palm Desktop software. Synchronization is a one-step procedure that ensures your data is always safe and up-to-date. See "Exchanging and updating data: HotSync operations" in Chapter 5 for more information. Import and export data, so you can easily transfer data from other desktop applications into Date Book, Address Book, To Do List, and Memo Pad. See "Importing data" in Chapter 2 for more information. Print your Date Book, Address Book, To Do List, and Memo Pad information on any printer. s s s Page 12 Introduction to Your Handheld Installing Palm Desktop software The following instructions guide you through installing Palm Desktop software. After installation, refer to the online Help in Palm Desktop software, the Quick Tour in Palm Desktop software (for Windows users), and the Palm Desktop Software for the Macintosh User's Guide on the Palm Desktop software CD-Rom. To ensure a safe and uninterrupted installation of Palm Desktop software, please print these instructions or refer to Getting Started with PalmTM m500 Series Handhelds. Do the following before installing: s s Turn off your computer and connect the HotSync cradle to it. Do not simply copy the Palm Desktop software files to your computer's hard disk. You must use the installer to place the files in their proper locations and to decompress the files. To install Palm Desktop software on a Windows computer: 1. Turn on your computer. 2. Exit any open programs, including those that run automatically at startup such as Microsoft Office, and disable any virus-scanning software. 3. Insert the Palm Desktop software CD-ROM into the computer's CD-ROM drive. 4. Follow the onscreen instructions to complete the installation. During installation you may be asked to place your handheld on the cradle. Chapter 1 Page 13 To install Palm Desktop software on a Macintosh computer: 1. Turn on your Macintosh. 2. Insert the Palm Desktop software CD-ROM into your Macintosh's CD-ROM drive. 3. Double-click the Palm Desktop CD icon. 4. Double-click the Installer icon to begin the installation procedure. 5. Follow the onscreen instructions to complete the installation. Using your handheld with another PIM If you prefer to use another personal information manager (PIM), such as Microsoft Outlook, you still need to install Palm Desktop software in order to add HotSync Manager, the connection software, and other features of Palm Desktop software to your computer. The connection software, called a conduit, lets you synchronize the data between your handheld and your PIM. The conduit for Microsoft Outlook is included on the Palm Desktop software CD-ROM (Windows only); however you must install it in addition to the Palm Desktop software. For information on the availability of conduit software for the PIM you use, contact the vendor of your PIM or visit the web site http://www.palm.com. Page 14 Introduction to Your Handheld Tapping and typing Tap with the stylus to get things done Like using a mouse to click elements on a computer screen, using the stylus to tap elements on your handheld screen is the basic action that gets things done on your handheld. The first time you start your handheld, setup instructions appear on the screen. These instructions include a calibration screen. 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 do many operations, such as the following: s s s Open applications Choose menu commands Initiate a Find operation to search through applications installed on your handheld for specific text (Find operations do not search through applications on expansion cards) Select options in dialog boxes Open the onscreen keyboards s s 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 15 Elements of the handheld interface Menu bar Icons Menu bar A set of commands that are specific to the application. Not all applications have a menu bar. Tap the icons to open applications Calculator data . , menus , Icons , and to find text anywhere in your Contrast control (on some models) Tap the Contrast icon to open the Adjust Contrast dialog box. Tap to the left or right of the slider to adjust the contrast in small increments or drag the slider to change the contrast in large increments. You can also press the up and down scroll buttons to adjust the contrast. Tap the Clock icon to display the time and date. Clock abc 123 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. Page 16 Introduction to Your Handheld Previous/next arrows Check box Pick list Command button Scroll bar Check box When a check mark appears in a check box, the corresponding option is active. If a check box is empty, tapping it inserts a check mark. If a check box is checked, tapping it removes the check mark. Command buttons Next/ previous arrows Pick list Scroll bar Tap a button to perform a command. Command buttons appear in dialog boxes and at the bottom of application screens. Tap the left and right arrows to display the previous and next record; tap the up and down arrows to display the previous and next page of information. Tap the arrow to display a list of choices, and then tap an item in the list to select it. Drag the slider, or tap the top or bottom arrow, to scroll the display one line at a time. To scroll to the previous page, tap the scroll bar just above the slider. To scroll to the next page, tap the scroll bar just below the slider. You can also scroll to the previous and next pages by pressing the upper and lower scroll buttons on the front panel of your handheld. Opening applications You can use the Applications Launcher to open any application installed on your handheld. You can also open Date Book, Address Book, To Do List, and Note Pad with the application buttons on the front panel of your handheld. Chapter 1 Page 17 Applications Launcher Date Book Address Book Note Pad To Do List Tip: When you press an application button on the front panel, you have instant access to the selected application. You don't even need to turn on your handheld first. In addition to providing a way for you to open applications, the Applications Launcher displays the current time, battery level, and application category. To open an application on your handheld: 1. Tap the Applications icon . 2. Tap the icon of the application that you want to open. If you have many applications installed on your handheld, tap the scroll bar to see all of your applications. Tip: To find an application quickly, you can write the Graffiti character for the first letter of its name. The Applications Launcher scrolls to the first application with a name that begins with that letter. You can also assign application icons to different categories. See "Categorizing applications" in Chapter 3. You can also use applications on expansion cards. See "Opening expansion card applications" in Chapter 4. Note: Page 18 Introduction to Your Handheld Using menus Menus on your handheld are easy to use. Once you have mastered them in one application, you can use them the same way in all other applications. The menus of each application are illustrated in the section on that application in Chapter 5. The Edit menu is described in "Editing records" in Chapter 5. To open the menu bar: 1. Open an application (such as Memo Pad). 2. Do one of the following: Tap the Menu icon . Tap on the inverted title area at the top of the screen. Tap the title area Tap the Menu icon In this example, three menus are available: Record, Edit, and Options. The Record menu is selected and contains the commands New Memo, Delete Memo, and Beam Memo. Choosing a menu After you open the menu bar for an application, tap the menu that contains the command you want to use. The menus and menu commands that are available depend on the application that is currently open. Also, the menus and menu Chapter 1 Page 19 commands vary depending on which part of the application you're currently using. For example, in Memo Pad, the menus are different for the Memo list screen and the Memo screen. Graffiti menu commands Most menu commands have an equivalent Graffiti Command stroke, which is similar to the keyboard shortcuts used to execute commands on computers. The command letters appear to the right of the command names. Menu commands Command letters Draw the Command stroke anywhere in the Graffiti area. When you draw the Command stroke, the Command toolbar appears just above the Graffiti writing area to indicate that you are in Command mode. Command Undo Cut Copy Paste Beam Delete The command toolbar displays context sensitive menu commands for the current screen. For example, if text is selected the menu icons displayed may be undo, cut, copy, and paste. Tap on an icon to select the command, or immediately write the corresponding command letter for an appropriate command in the Graffiti writing area. For example, to choose Select All in the Edit menu, draw the Command stroke, followed by the letter "s." Page 20 Introduction to Your Handheld Note: Command mode is only active for a short time, so you must tap an icon or write the command letter immediately to choose the menu command. Displaying online tips Many of the dialog boxes that appear on your handheld contain an online Tips icon in the upper-right corner. Online tips anticipate questions you have in a dialog box, provide shortcuts for using the dialog box, or give you other useful information. To display an online tip: 1. Tap the Tips icon . 2. After you review the tip, tap Done. Entering data There are several ways to enter data into your handheld: s s s s Using the onscreen keyboard Using Graffiti writing Using Note Pad Entering or importing data in Palm Desktop software and then synchronizing with your handheld Using an external keyboard attached to the universal connector Beaming data from another Palm OS handheld that is close by and has an infrared port. See "Beaming information" in Chapter 6 for details. s s Chapter 1 Page 21 Onscreen keyboard When you create or edit a record in an application such as Address Book, you can open the onscreen keyboards to enter data. Tap here for alphabetic keyboard Tap here for numeric keyboard After a keyboard is open, you can tap to open any of the other keyboards, including the international keyboard. See "Using the onscreen keyboard" in Chapter 2 for more information. Alpha Tab Caps Caps shift Tap here to display alphabetic keyboard Backspace Carriage return Numeric International Tap here to display numeric keyboard Tap here to display international keyboard Page 22 Introduction to Your Handheld Graffiti writing Your handheld includes Graffiti writing software as the primary system for entering text and numbers. With Graffiti writing, you write simple strokes with the stylus and they are instantly recognized as letters or numbers. Write letters here Write numbers here Division marks The Palm Desktop software CD-ROM includes Giraffe, a game you can use to practice Graffiti writing. See "Installing and removing applications" in Chapter 3 for installation instructions. The Memo Pad application is ideal for practicing Graffiti writing. This section explains how to open Memo Pad and use it to practice Graffiti writing. To open Memo Pad: 1. Tap the Applications icon 2. Tap the Memo Pad icon 3. Tap New. Note: . . A blinking cursor appears on the first line of the new memo to indicate where the new text will appear. New memo cursor Tap New Write in Graffiti area See "Using Graffiti writing to enter data" in Chapter 2 for details. Chapter 1 Page 23 Note Pad The Note Pad application provides a place where you can write a quick note in your own handwriting directly on your handheld screen. Think of Note Pad as a virtual "sticky pad" for short notes. Later, you would transfer your "sticky" notes to a more permanent place by entering the information in the appropriate application, or throw them away by deleting them. See "Note Pad" in Chapter 5 for more information and instructions. Using Palm Desktop software If you have new records you want to add to your handheld and prefer to use the computer keyboard rather than Graffiti writing or the onscreen keyboard, enter the data in Palm Desktop software or the PIM you have installed to use with your handheld. For details on entering information in Palm Desktop software, refer to the online Help in Palm Desktop software, the Quick Tour in Palm Desktop software (for Windows users), and the Palm Desktop Software for the Macintosh User's Guide on the Palm Desktop software CD-ROM. After the information is in Palm Desktop software, perform a HotSync operation to synchronize your handheld with your computer. See "Exchanging and updating data: HotSync operations" in Chapter 5 for more information. Importing data If you already have data in a database on your computer, you can import it into Palm Desktop software. You can import data stored in computer applications such as spreadsheets and databases, or from another Palm OS handheld. When you import data, you transfer the Page 24 Introduction to Your Handheld records to your handheld without having to enter them manually. See "Importing data" in Chapter 2 for more information. Using an external keyboard You can connect an optional keyboard accessory to the universal connector on your handheld so you can type data directly into your handheld. External keyboards are very helpful when you need to enter large amounts of data quickly and accurately while you are away from your computer. For additional information about this optional accessory, go to the web site: http://www.palm.com. Customizing your handheld You can customize your handheld by using the Preferences application. You can enter personal information such as your name and address; change the time, date, and time zone; view different date and time formats when you travel; turn off sounds, the LED indicator, and vibrator; and configure your handheld to work with a modem or network. See Chapter 8 for details. To open the Preferences screens: 1. Tap the Applications icon 2. Tap the Preferences icon . . 3. Tap the category pick list in the upper-right corner of the screen. 4. Tap the Preferences category you want to view. The following procedures for setting the date give you an example of how to customize your handheld. You make changes to the date and time in Date and Time preferences. To set the date: 1. Tap the Set Date box. 2. Tap the arrows to select the current year. Chapter 1 Page 25 Tap arrows to select year Tap to select month Tap to set date Tap to select date 3. Tap a month. 4. Tap the current date. To set the time: 1. Tap the Set Time box. 2. Tap the up or down arrows to change the hour. 3. Tap each number of the minute, and then tap the arrows to change them. 4. Tap OK. To set the time zone: 1. Tap the Set Time Zone box. Page 26 Introduction to Your Handheld 2. Tap a time zone. Tip: When you travel, changing the time zone setting to a new time zone automatically resets the date and time on your handheld, but it does not change the time of appointments set in Date Book. 3. Tap OK. To set the daylight saving switch: s Tap the Daylight Saving pick list, and then tap Off or On. Chapter 1 Page 27 Page 28 Introduction to Your Handheld Chapter 2 Entering Data in Your Handheld This chapter explains how to enter data into your handheld by writing with the stylus in the Graffiti® writing area, by using the onscreen keyboard, by using the computer keyboard, or by importing data from another application. Using Graffiti writing to enter data Chapter 1 introduced Graffiti writing and briefly described how to use it to enter text in your applications. In this section, you learn the procedures for creating letters, numbers, punctuation, and symbols, as well as some Graffiti tips and tricks. Writing Graffiti characters Most people find they can enter text quickly and accurately with only minutes of practice. Graffiti writing includes any character you can type on a standard keyboard. The Graffiti strokes closely resemble the uppercase letters of the regular alphabet, which makes Graffiti writing easy to learn. There are four basic concepts for success with Graffiti writing: s If you draw the character shape exactly as shown in the tables later in this chapter (like the shapes shown in the following diagram), you achieve 100% accuracy. s The heavy dot on each shape shows where to begin the stroke. Certain characters have similar shapes, but different beginning and end points. Always begin the stroke at the heavy dot (you should not create the heavy dot; it is only there to show you where to begin the stroke). Most characters require only a single stroke. When you lift the stylus from the Graffiti writing area, your handheld recognizes Page 29 s Chapter 2 and displays the text character immediately. To accomplish single strokes, some Graffiti strokes are portions of the regular alphabet equivalents. s The Graffiti writing area is divided into two parts: one for writing the letters of the alphabet and one for writing numbers. The small marks at the top and bottom of the Graffiti writing area indicate the two areas. Write letters here Write numbers here Division marks To write Graffiti letters: 1. Tap the screen where you want your text to go. Note: You need to tap above the Graffiti writing area, and must see a blinking cursor before you write the text. 2. Use the tables on the following pages to find the stroke shape for the letter you want to create. For example, the stroke shown below creates the letter "n." Note: There are two different stroke shapes available for some letters. For these letters, choose the one that's easiest for you. Lift stylus here Start stroke at heavy dot As you'll see later, you use the same shape to create both the uppercase and lowercase version of a letter. 3. Position the stylus in the left-hand side of the Graffiti writing area. 4. Start your stroke at the heavy dot and draw the stroke shape as it appears in the tables. 5. Lift the stylus from the screen at the end of the stroke shape. Page 30 Entering Data in Your Handheld That's all there is to it! When you lift the stylus from the screen, your handheld recognizes your stroke immediately and prints the letter at the insertion point on the screen. As soon as you lift the stylus from the screen, you can begin the stroke for the next character you want to write. Important: You must begin the character strokes in the Graffiti writing area. If you do not make Graffiti strokes in the Graffiti writing area, your handheld does not recognize them as text characters. Graffiti tips When using Graffiti writing, keep these tips in mind: s Accuracy improves when you write large characters. You should draw strokes that nearly fill the Graffiti writing area. To delete characters, simply set the insertion point to the right of the character you want to delete and make the backspace stroke (a line from right to left) in the Graffiti writing area. Write at natural speed. Writing too slowly can generate recognition errors. Do not write on a slant. Vertical strokes should be parallel to the sides of the Graffiti writing area. Press firmly. s s s s The Graffiti® alphabet Letter A B C D E Strokes Letter N O P Q R Strokes Chapter 2 Page 31 F G H I S T U V J K L M W X Y Z Space Carriage Return Back Space Period tap twice Writing capital letters You make capital letters with the same stroke shapes as the basic alphabet characters. To make capital letters, you must first "shift" to caps -- just as you press the Shift key on a keyboard -- and then write the character strokes. Note: Graffiti writing includes a feature that automatically capitalizes the first letter when you create a new sentence or a new record (by tapping New or a blank line). To draw the first letter of a word as a capital letter: s Use the Caps Shift stroke: Caps Shift Page 32 Entering Data in Your Handheld Tip: When Caps Shift is active, an "up arrow" symbol appears in the lower-right corner of the handheld screen. If you accidentally activate Caps Shift, backspace will cancel it. Caps Shift To enter only capital letters (Caps Lock): s Use the Caps Lock stroke: Caps Lock Tip: When Caps Lock is active, an underlined "up arrow" symbol appears in the lower-right corner of the handheld screen. To return to lowercase, make the Caps Shift stroke. Caps Lock Writing numbers Writing numbers with Graffiti writing is similar to writing letters of the alphabet, except that you make the character strokes on the righthand side (numbers side) of the Graffiti writing area. Graffiti numbers Number 0 1 2 3 4 Strokes Number 5 6 7 8 9 Strokes Chapter 2 Page 33 Writing punctuation marks Graffiti writing can create any punctuation symbol that you can enter from a standard keyboard. All punctuation marks begin with a single tap on the Graffiti writing area. When you make this tap, you activate Punctuation Shift and a dot appears to show it is active. The next stroke you make with the stylus creates a punctuation mark. Punctuation shift Note: When Punctuation Shift is active, you can make a symbol stroke anywhere in the Graffiti writing area (the letters or numbers side). Symbol Period . Comma , Apostrophe ' Question ? Exclamation ! Stroke Symbol Dash -- Left Paren ( Right Paren ) Slash / Dollar $ Stroke Additional Graffiti punctuation @ # % ^ &* < > -- + = | \ { } [ ] ~ ` ; : " tab Page 34 Entering Data in Your Handheld Writing symbols and extended characters All symbols and extended characters begin with the stroke in the Graffiti writing area of your handheld: Symbol Shift When the Symbol Shift is active, a slanted shift symbol appears in the lower-right corner of the screen. The next stroke that you make creates the symbol or extended character. Symbol Shift X : = c Y = Writing accented characters To create accented characters, draw the stroke normally used to create the letter, followed by an accent stroke. Graffiti writing then adds the accent to the letter. For example, the following diagram shows the strokes required to draw an accented "e." =e Chapter 2 ? + -- ,, , · TM ® © , ,, ° ! Page 35 Accent strokes a a a a a a Using these accent strokes, you can write the following accented letters: àáâãäåèéêëìíîïòóôõöùúûüÿýñ Additional non-English characters You can write the following characters without any special punctuation or shifting: c ae Note: You must write these non-English characters in the left side of the Graffiti writing area. Navigation strokes In addition to character symbols, Graffiti writing includes special strokes that you can use to navigate within text or fields in your applications. Command Move cursor right Move cursor left Previous field (Address Book only) Next Field (Address Book only) Open Address Record (Address Book only) Stroke Page 36 Entering Data in Your Handheld Graffiti ShortCuts Graffiti ShortCuts make entering commonly used words or phrases quick and easy. ShortCuts are similar to the Glossary or Autotext features of some word processors. Graffiti writing comes with several predefined ShortCuts, and you can also create your own. Each ShortCut can represent up to 45 characters. For example, you might create a ShortCut for your name, or for the header of a memo. See "ShortCuts preferences" in Chapter 8 to learn about creating your own ShortCuts. To use a ShortCut, draw the ShortCut stroke followed by the ShortCut characters. When you draw the ShortCut stroke, the ShortCut symbol appears at the insertion point to show that you are in ShortCut mode. ShortCut Your handheld includes the following predefined Graffiti ShortCuts: Entry ShortCut Date stamp Time stamp Date / time stamp Meeting Breakfast Lunch Dinner ds ts dts me br lu di