User manual PALM TUNGSTEN E2

User Guide Copyright and Trademark © 2005 palmOne, Inc. All rights reserved. palmOne, Tungsten, the Tungsten logo, "T" (Stylized), Addit, Blazer, Graffiti, HotSync, the HotSync logo, Palm, Palm Powered, Palm OS, the Palm logo, and VersaMail are among the trademarks or registered trademarks owned by or licensed to palmOne, Inc. All other brand and product names are or may be trademarks of, and are used to identify products or services of, their respective owners. palmOne, Inc. uses the Bluetooth wireless technology trademark under express license from Bluetooth SIG, Inc. RealPlayer is a trademark or registered trademark of RealNetworks, Inc. MPEG Layer-3 audio decoding technology is licensed from Fraunhofer IIS and Thomson. This product includes technology owned by Microsoft Corporation and cannot be used or distributed without a license from Microsoft Licensing, GP . Disclaimer and Limitation of Liability palmOne, Inc. assumes no responsibility for any damage or loss resulting from the use of this guide. palmOne, Inc. assumes no responsibility for any loss or claims by third parties which may arise through the use of this software. palmOne, Inc. assumes 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. Software Download Available Palm® Desktop software is supplied on a CD. If you do not have access to a CD drive for your computer, you can download Palm Desktop software from www.palmOne.com/support/ TungstenTM E2 Handheld ii Table of Contents About This Guide .................................................................xix Tips for viewing this guide........................................................................xix What's in this guide? ..................................................................................xx Step-by-step instructions.................................................................... xx Links...................................................................................................... xx Sidebars......................................................................................................xxi Chapter 1: Setting Up Your Handheld and Your Computer..........................................................................1 What's in the box? ........................................................................................2 System requirements ...................................................................................2 Step 1: Charging your handheld..................................................................4 What you should know about your handheld's battery..................... 5 Step 2: Turning on your handheld for the first time ..................................6 Step 3: Installing your software ...................................................................7 Step 4: Connecting your handheld to your computer ...............................8 Switching to another desktop software application ................................10 Using user profiles......................................................................................11 Creating a user profile .........................................................................12 Synchronizing with a user profile ......................................................14 Related topics..............................................................................................17 Chapter 2: Your Handheld .....................................................18 What's on my handheld? ...........................................................................19 Front ..................................................................................................... 19 Top........................................................................................................ 20 Back ...................................................................................................... 21 What's on the screen? ................................................................................22 Input area ............................................................................................. 22 Application controls ............................................................................ 23 TungstenTM E2 Handheld iii What software is on my handheld?...........................................................25 What's on the CD? ......................................................................................26 Related topics..............................................................................................30 Chapter 3: Moving Around in Applications.........................31 Opening applications..................................................................................32 Using Favorites.................................................................................... 32 Using Applications .............................................................................. 33 Switching between applications ........................................................ 33 Using the 5-way navigator .........................................................................34 Moving around with the 5-way .......................................................... 34 Moving around in Favorites View ...................................................... 35 Moving around in Applications View ................................................ 36 Moving around in list screens and entry screens............................. 36 Moving around in dialog boxes ......................................................... 37 Moving around in menus ................................................................... 37 Using menus ..............................................................................................38 Using the Command stroke................................................................ 39 Using the Command toolbar .............................................................. 39 Finding information ...................................................................................40 Related topics..............................................................................................41 Chapter 4: Entering Information on Your Handheld ...........42 How can I enter information on my handheld?........................................43 Entering information with Graffiti® 2 writing ...........................................43 Writing in the Graffiti 2 input area ..................................................... 43 Using full-screen writing..................................................................... 44 Writing Graffiti 2 characters ...............................................................45 Keys to success with Graffiti 2 writing .............................................. 46 Graffiti 2 alphabet................................................................................ 47 Graffiti 2 numbers ............................................................................... 48 Graffiti 2 gestures ................................................................................ 52 Writing Graffiti 2 symbols and other special characters ..................53 Graffiti 2 symbols and special characters ......................................... 54 Writing Graffiti 2 ShortCuts ................................................................55 TungstenTM E2 Handheld iv Graffiti 2 ShortCuts.............................................................................. 56 Entering information with the onscreen keyboard ..................................57 Entering info from Contacts into another application .............................59 Editing information.....................................................................................61 Selecting information.......................................................................... 61 Copying and pasting information ......................................................62 Deleting information ...........................................................................63 Related topics..............................................................................................64 Chapter 5: Moving Info Between Your Handheld and Your Computer ................................................................65 Why synchronize information? ..................................................................66 What information is synchronized? ................................................... 67 How to synchronize............................................................................. 68 When would I use each method?....................................................... 69 Synchronizing with your computer ...........................................................71 Synchronizing with a cable .................................................................71 Synchronizing using the IR port .........................................................73 Synchronizing over a network ...................................................................77 Synchronizing by dialing in to a network ..........................................77 Synchronizing by connecting to a computer on the network ..........82 Customizing your synchronization settings .............................................85 Choosing how your computer responds to synch requests ............85 Setting synchronization options ........................................................87 Choosing whether application information is updated ....................89 Using Quick Install and the Send To Handheld droplet .........................94 Using Quick Install ...............................................................................94 Using the Send To Handheld droplet ................................................ 95 Entering information with your computer ................................................96 Importing information from other applications ....................................100 Installing the additional software from the CD .....................................103 Checking space and version numbers .............................................105 Removing applications .............................................................................107 Removing an application from your handheld ...............................107 Removing Palm Desktop software from your computer ............... 109 TungstenTM E2 Handheld v Restoring archived items on your computer .................................. 110 Related topics............................................................................................111 Chapter 6: Managing Your Contacts .................................. 112 Adding a contact ......................................................................................113 Entering additional contact information ..........................................116 Selecting contact field types .............................................................117 Defining custom fields ......................................................................118 Selecting a contact as your business card ......................................119 Copying contact information into multiple contacts ............................120 Locating a contact on your list ................................................................121 Deleting a contact ....................................................................................122 Customizing the Contacts list .................................................................123 Making connections from Contacts.........................................................125 Using Quick Connect .........................................................................125 Customizing Quick Connect settings ...............................................127 Using Tap-to-Connect .......................................................................128 Working with Contacts on your computer..............................................130 Related topics............................................................................................131 Chapter 7: Managing Your Calendar ..................................132 Scheduling events ....................................................................................133 Scheduling an appointment .............................................................133 Scheduling an event without a start time .......................................135 Scheduling a repeating event--standard interval ..........................137 Scheduling a repeating event--unusual interval ............................138 Scheduling an event that is longer than a day ...............................140 Entering a location or a note for an event .......................................141 Scheduling an event with a time zone .............................................143 Color-coding your schedule .....................................................................144 Managing your color-codes ..............................................................145 Assigning a color code to an event ..................................................147 Setting an alarm .......................................................................................148 Rescheduling an event ............................................................................149 Deleting events .........................................................................................151 TungstenTM E2 Handheld vi Deleting a specific event ...................................................................151 Deleting all your old events ..............................................................153 Checking your schedule ...........................................................................154 Viewing your appointments and tasks together .............................154 Viewing your daily schedule ............................................................156 Viewing your weekly schedule .........................................................158 Viewing your monthly schedule ......................................................159 Viewing a yearly calendar .................................................................160 Finding events that overlap .............................................................. 161 Customizing your calendar ......................................................................161 Customizing display options for your calendar ..............................162 Setting alarm and time options ........................................................165 Working with Calendar on your computer .............................................167 Related topics............................................................................................168 Chapter 8: Managing Your Office Files...............................169 Creating and managing Office files .........................................................170 Opening files from within Documents ....................................................171 Related topics............................................................................................172 Chapter 9: Viewing Photos and Videos .............................173 Supported file types .................................................................................174 Viewing media ..........................................................................................175 Viewing a photo or video in the Thumbnail View .......................... 175 Viewing a photo or video in the List View....................................... 178 Viewing a slide show ........................................................................ 180 Rotating a photo ................................................................................ 181 Viewing and editing photo or video details .................................... 182 Organizing photos and videos .................................................................183 Organizing photos and videos in albums........................................ 183 Moving a photo or video within and between albums ..................185 Sorting photos and videos ............................................................... 187 Copying a photo or video ........................................................................190 Deleting a photo or video ........................................................................191 Sharing photos and videos ......................................................................192 TungstenTM E2 Handheld vii Working with palmOneTMMedia on your computer...............................193 Related topics............................................................................................194 Chapter 10: Listening to Music...........................................195 Transferring MP3 files to an expansion card .........................................196 Transferring music from a CD to your handheld ..................................201 Playing music on your handheld ............................................................205 Managing playlists....................................................................................206 Creating a playlist ..............................................................................206 Playing songs from a playlist ...........................................................208 Editing a playlist ................................................................................209 Deleting a playlist ..............................................................................211 Viewing song info ....................................................................................212 Working with RealPlayer on your computer ..........................................213 Related topics............................................................................................214 Chapter 11: Managing Your Tasks ......................................215 Creating a task ..........................................................................................216 Setting an alarm ................................................................................217 Scheduling a repeating task--standard interval .............................218 Scheduling a repeating task--unusual interval ..............................220 Organizing your tasks ..............................................................................222 Marking a task as complete ....................................................................223 Deleting tasks ...........................................................................................224 Deleting a specific task ......................................................................224 Deleting all your completed tasks ....................................................225 Customizing your Tasks list ....................................................................226 Working with Tasks on your computer ...................................................228 Related topics............................................................................................229 Chapter 12: Writing Memos................................................230 Creating a memo .....................................................................................231 Viewing and editing a memo ..................................................................232 Moving memos in your memos list .......................................................233 Deleting a memo ......................................................................................234 TungstenTM E2 Handheld viii Working with Memos on your computer................................................235 Related topics............................................................................................236 Chapter 13: Writing Notes in Note Pad..............................237 Creating a note .........................................................................................238 Choosing the pen and paper (background) colors .........................239 Setting an alarm ................................................................................240 Viewing and editing a note .....................................................................242 Deleting a note .........................................................................................243 Working with Note Pad on your computer .............................................244 Related topics............................................................................................245 Chapter 14: Making Bluetooth Wireless Connections .....246 What can I do with the built-in Bluetooth® wireless technology? ........247 What types of connections can I make? .......................................... 247 What is device discovery? ................................................................ 248 Entering basic Bluetooth settings............................................................249 Setting up a Bluetooth phone connection .............................................250 Accessing email and the web with Bluetooth .......................................255 Setting up a connection for Bluetooth synchronization .......................257 Setting up a connection to a Bluetooth network ...................................262 Creating trusted devices ..........................................................................264 Setting advanced Bluetooth features .....................................................266 Storing recently found device names ..............................................266 Allowing your handheld to wake up when it is turned off .............267 Related topics............................................................................................268 Chapter 15: Sending and Receiving Email Messages ......269 Upgrading an existing email account ....................................................270 About email accounts ...............................................................................271 Account and connection types ......................................................... 271 Using an email provider ................................................................... 271 Using a corporate email account ..................................................... 272 VPNs ................................................................................................... 273 Creating an account..................................................................................274 TungstenTM E2 Handheld ix Setting basic account options ..........................................................275 Setting advanced mail options .........................................................279 Testing your new account ................................................................ 283 Managing email accounts ........................................................................284 Editing an email account ..................................................................284 Deleting an email account ................................................................285 Selecting a different service for an email account .........................286 Adding ESMTP to an account ...........................................................288 Getting and reading email .......................................................................290 Switching among email accounts ....................................................290 Getting email messages ...................................................................291 Auto get mail with notification......................................................... 293 Scheduling auto get mail ..................................................................293 Auto get notifications........................................................................ 295 Setting notification options ..............................................................296 Viewing and using the Reminders screen....................................... 297 Auto get mail retries.......................................................................... 298 Resource issues with auto get mail ................................................. 299 Inbox icons in the VersaMail application ........................................ 299 Reading email messages .................................................................. 300 Selecting whether to receive messages as HTML or plain text..... 301 Customizing the font of messages you are reading .......................303 Sending an email message .....................................................................304 Entering an address directly in the To field ....................................306 Entering an address using Contacts ................................................307 Entering an address using Smart Addressing ................................308 Attaching a personal signature ........................................................309 Send retry ...........................................................................................310 Send retry notifications..................................................................... 310 Outbox icons in the VersaMail application ..................................... 311 Working with email folders ......................................................................312 Viewing another folder .....................................................................312 Customizing the appearance of the message list ...........................313 Moving messages between folders .................................................315 Creating and editing mail folders .....................................................316 TungstenTM E2 Handheld x Working with email messages ................................................................318 Forwarding an email message .........................................................318 Deleting a message ...........................................................................320 Deleting old messages ......................................................................321 Emptying the trash ............................................................................323 Setting the trash to be emptied automatically ................................324 Marking messages as read or unread .............................................325 Working with attachments .......................................................................327 Downloading an attachment to your handheld .............................. 327 Working with a downloaded attachment ........................................328 Downloading large attachments ......................................................331 Attaching files ....................................................................................332 Attaching photos and videos ............................................................334 Synchronizing email on your handheld with email on your computer ....................................................................................335 Setting up an account on your handheld ........................................ 336 Enabling synchronization on your computer ..................................336 Setting synchronization options for your email account ...............338 Setting mail client synchronization options ....................................340 Setting Microsoft Outlook as your default email program ............342 Setting advanced email synchronization options ...........................343 Account information screens ........................................................... 347 VersaMail conduit shortcuts............................................................. 348 Excluding one or more accounts during synchronization .............349 Synchronizing an account ................................................................ 349 Synchronizing multiple accounts..................................................... 349 Using SSL with the conduit .............................................................. 350 Advanced VersaMail application features ..............................................350 Setting preferences for getting, sending, and deleting email .......351 Adding or updating a contact directly from a message .................353 Creating and using filters.................................................................. 354 Turning filters on and off ..................................................................356 Editing or deleting a filter .................................................................358 Managing settings for incoming and outgoing mail ......................359 Adding APOP to an account .............................................................368 TungstenTM E2 Handheld xi Setting advanced account preferences ...........................................369 Changing email header details......................................................... 371 Backing up mail databases ...............................................................372 Synchronizing IMAP mail folders wirelessly................................... 374 Prerequisites for wireless IMAP folder synchronization ................ 374 Turning IMAP folder synchronization on or off ..............................375 Synchronizing handheld/mail server IMAP folders from the Options menu ..............................................................................375 Working with root folders................................................................. 376 Using Secure Sockets Layer (SSL)................................................... 376 Related topics............................................................................................377 Chapter 16: Sending and Receiving Text Messages .........378 Creating and sending a text message ....................................................379 Receiving and viewing a text message ..................................................382 Editing a draft text message ...................................................................384 Setting advanced messaging features ...................................................385 Related Topics...........................................................................................387 Chapter 17: Browsing the Web...........................................388 Accessing a web page ..............................................................................389 Accessing a web page using the action bar ....................................389 Accessing a web page using the address field ...............................390 Using a password to access a web page .........................................391 Finding information on a web page .................................................392 Quickly jumping to a page .......................................................................393 Following a link.................................................................................. 393 Returning to your home page or a page you recently visited ....... 393 Changing how you view a page .............................................................394 Bookmarking your favorite pages ...........................................................396 Adding a bookmark ...........................................................................396 Viewing a bookmarked or saved page ............................................397 Editing information about a bookmark or saved page ...................398 Arranging the bookmark list .............................................................399 Disconnecting from and connecting to the Internet ..............................401 TungstenTM E2 Handheld xii Disconnecting from the Internet ......................................................401 Connecting to the Internet ................................................................402 Downloading files and pages ..................................................................403 Downloading a file ............................................................................403 Saving a web page ............................................................................404 Viewing a saved file ..........................................................................405 Communicating with other users ............................................................406 Sending email by means of an Internet email account ..................406 Returning to a web page you recently visited .......................................407 Changing your home and start pages.....................................................408 Changing your home page ...............................................................408 Changing your start page .................................................................410 Setting advanced browser options .........................................................411 Changing how images are downloaded ..........................................411 Setting whether to automatically complete web addresses and form fields ...................................................................................412 Allowing websites to remember personal information .................413 Setting preferences for storing web pages .....................................414 Setting preferences for using a proxy server ..................................416 Setting whether to accept JavaScript ..............................................418 Related topics............................................................................................419 Chapter 18: Dialing Phone Numbers from Your Handheld ......................................................................420 Dialing a number .....................................................................................421 Entering a number .............................................................................421 Redialing the most recently used number ......................................422 Dialing a number from the Call History List ....................................423 Using speed dial ......................................................................................424 Adding a speed-dial entry .................................................................424 Dialing a number using speed dial ..................................................425 Editing a speed-dial entry .................................................................426 Related topics............................................................................................427 TungstenTM E2 Handheld xiii Chapter 19: Sharing Information........................................428 Using the Send command ......................................................................429 Sending information from within an application using Bluetooth technology ...................................................................................429 Sending a category using Bluetooth technology ...........................431 Sending an application using Bluetooth technology .....................432 Using the Send command with the VersaMail® application ......... 433 Using the Send command with SMS .............................................. 433 Beaming ....................................................................................................434 Beaming information from within an application ..........................434 Beaming a category ..........................................................................436 Beaming an application ....................................................................437 Other ways of sharing information .........................................................438 Related topics............................................................................................439 Chapter 20: Managing Your Expenses ...............................440 Adding an expense ...................................................................................441 Choosing currency options ......................................................................443 Customizing the currency pick list ...................................................443 Presetting the currency symbol .......................................................444 Creating a currency symbol ..............................................................445 Deleting expenses.....................................................................................447 Deleting an individual expense ........................................................447 Deleting an entire category of expenses .........................................448 Customizing the expense list ...................................................................449 Working with Expense on your computer ..............................................450 Related topics............................................................................................451 Chapter 21: Performing Calculations .................................452 Calculator buttons.....................................................................................453 Viewing recent calculations ....................................................................454 Accessing different calculators ...............................................................455 Related topics............................................................................................456 TungstenTM E2 Handheld xiv Chapter 22: Keeping Your Information Private..................457 Choosing a security level .........................................................................458 Marking information as private ...............................................................459 Setting the level of privacy ......................................................................460 Hiding or masking private entries ....................................................460 Viewing an entry that is masked ...................................................... 461 Using a password .....................................................................................461 Creating a password .........................................................................462 Changing a password .......................................................................463 Deleting a password.......................................................................... 465 Deleting a forgotten password .........................................................466 Locking your handheld.............................................................................467 Locking your handheld automatically .............................................468 Locking your handheld manually .....................................................470 Using Quick Unlock ..................................................................................471 Creating a Quick Unlock combination ............................................. 471 Deleting your Quick Unlock combination........................................ 473 Encrypting your information....................................................................474 Limiting the number of password attempts ...........................................476 Related topics............................................................................................479 Chapter 23: Using Categories to Organize Information ...480 Adding a category.....................................................................................481 Renaming a category ...............................................................................482 Deleting a category ..................................................................................483 Placing information in a category ...........................................................484 Placing an entry in a category ..........................................................484 Placing an application in a category ................................................486 Viewing information by category ...........................................................487 Related topics............................................................................................488 Chapter 24: Managing Clock Settings ...............................489 Checking the current date and time ........................................................490 Setting the primary location ....................................................................490 Setting the date and time for the primary location ........................491 TungstenTM E2 Handheld xv Choosing secondary locations for other time zones .............................493 Modifying the locations list......................................................................494 Adding new locations .......................................................................494 Deleting a location .............................................................................496 Setting the alarm clock .............................................................................497 Responding to the alarm clock......................................................... 498 Changing the clock display ......................................................................499 Related topics............................................................................................500 Chapter 25: Customizing Your Handheld ..........................501 Customizing Favorites View ....................................................................502 Changing the background photo in Favorites View .......................502 Changing entries in Favorites ...........................................................503 Customizing Applications View ..............................................................504 Making the screen easier to read ............................................................506 Changing the screen fonts ................................................................506 Adjusting the brightness ...................................................................508 Changing screen colors ....................................................................509 Assigning a button to your frequently used applications ....................510 Setting the date and time ........................................................................512 Selecting a location ...........................................................................512 Resetting the date and time ..............................................................514 Selecting formats for dates, times, and numbers ..........................515 Customizing the way you enter information ..........................................518 Choosing the input area ....................................................................518 Using the full-screen writing area ....................................................519 Customizing Graffiti 2 strokes ..........................................................520 Setting up ShortCuts .........................................................................521 Changing ShortCuts ..........................................................................523 Correcting problems with tapping ...................................................524 Selecting sound settings .........................................................................525 Entering your owner information ...........................................................526 Conserving battery power .......................................................................527 Preventing your handheld from turning on by accident ................527 Selecting power-saving settings ......................................................528 TungstenTM E2 Handheld xvi Connecting your handheld to other devices ..........................................530 Changing the preset connection settings ........................................530 Creating your own connection settings ...........................................532 Connecting your handheld to a mobile phone ...............................535 Customizing network settings .................................................................536 Setting up a service profile ...............................................................536 Connecting to your service ...............................................................539 Adding details to a service profile ...................................................540 Deleting a service profile ..................................................................542 Creating login scripts ........................................................................543 Adding plug-in applications .............................................................547 Setting up a VPN .......................................................................................548 Related topics............................................................................................549 Chapter 26: Expanding Your Handheld..............................550 What type of expansion cards can I use? ...............................................551 How can expansion cards help me?........................................................551 Removing an expansion card .................................................................552 Inserting an expansion card ....................................................................553 Opening an application on an expansion card ......................................554 Opening files on an expansion card .......................................................555 Viewing card information.........................................................................556 Renaming a card ......................................................................................557 Copying applications to an expansion card ..........................................558 Removing all information from a card ...................................................559 Related topics............................................................................................560 Chapter 27: Maintaining Your Handheld ..........................561 Handheld do's and don'ts ........................................................................561 Handheld do's.................................................................................... 561 Handheld don'ts ................................................................................ 562 Resetting your handheld ..........................................................................562 Doing a soft reset .............................................................................. 562 Doing a hard reset ............................................................................. 564 Restoring your information after a hard reset........................................565 Related topics............................................................................................567 TungstenTM E2 Handheld xvii Chapter 28: Common Questions .......................................568 Setup..........................................................................................................568 Handheld ...................................................................................................570 Moving around..........................................................................................573 Entering information ................................................................................573 Synchronizing ...........................................................................................575 Calendar.....................................................................................................581 Memos .......................................................................................................582 Note Pad ....................................................................................................582 Media .........................................................................................................582 RealPlayer®................................................................................................583 Tasks ..........................................................................................................583 Connecting wirelessly ..............................................................................584 The VersaMail® application.....................................................................585 Privacy .......................................................................................................588 Sharing ......................................................................................................589 Problems with incompatible applications ..............................................591 Chapter 29: Getting Help ...................................................594 Self-help resources ...................................................................................594 Technical support .....................................................................................595 Product Regulatory Information .........................................596 Index ......................................................................................602 TungstenTM E2 Handheld xviii About This Guide This guide tells you everything you need to know about your handheld: the things you'll do every day, the advanced features that let you get the most out of your handheld, and the things that make your handheld not only useful, but fun. Tips for viewing this guide Here are some helpful tips for making it easier to read and find information in this guide as you view it in Adobe® Reader®: · To magnify the page, click the magnifying glass , move the cursor (which is now a magnifying glass) over the page, and click repeatedly. Click Previous View ( or depending on your version of Reader) to return to the original view. · Click an entry in the Table of Contents or Index to go directly to that section of the guide. · If you click a link and go to a page in the guide, click Previous View ( or depending on your version of Reader) to return to the page you were on before you clicked the link. · If you click a link and go to a web page, the page may open in Adobe® Reader® instead of in your web browser. To specify whether pages open in Reader or in your web browser, go to the Edit menu in Reader, select Preferences, and then select Web Capture. In the Open Web Links dropdown list, select either In Acrobat or In Web Browser, and then click OK. · When selecting the page(s) to print, be sure to use the file page number shown at the bottom of your computer screen, not the printed page number, if they are different. TungstenTM E2 Handheld xix What's in this guide? The info in this guide includes step-by-step instructions, links to cross-references, and sidebars. Step-by-step instructions Here you'll find how-to information. Look for these cues in instructions: Continued Done [ ! ] IMPORTANT [ & ] OPTIONAL NOTE WINDOWS ONLY MAC ONLY Cue that means the procedure continues on the next page. Cue that signals the end of the procedure. You're done. A step that you must follow; otherwise, you could experience an error or even lose information. A step you might find useful. Information that applies only in certain cases or that tells more about a procedure step. A procedure or text that applies to one platform only. In most cases, if you see one heading, check the following or preceding sections for the other. Sometimes there is no Mac counterpart for a Windows procedure or text--this feature is not available to Mac users. Links Links appear as underlined words in sidebars and other places throughout this guide. In this chapter Related topics Links on the first page of each chapter that send you to a specific section. Links that send you to other topics in this guide to learn about more things you can do with an application or feature. TungstenTM E2 Handheld xx Sidebars [ ! ] Before You Begin Things you must complete before you can do the steps described in a procedure or group of procedures. Tip A suggestion on how to use a feature more fully; a shortcut; a pointer to a related feature. Did You Know? An interesting fact about the topic being described; may include a link to more information. » Key Term A technical term related to the topic being described. The term may appear in this guide or only on your handheld. Tips & Tricks A pointer to a website where you can obtain general information about your handheld and learn the latest tips, tricks, and more. Support A pointer to a website where you can find help if you experience problems with a specific feature or with your handheld. TungstenTM E2 Handheld xxi CHAPTER 1 Setting Up Your Handheld and Your Computer In this chapter What's in the box? System requirements Step 1: Charging your handheld Step 2: Turning on your handheld for the first time Step 3: Installing your software Step 4: Connecting your handheld to your computer Switching to another desktop software application Using user profiles Related topics Congratulations on the purchase of your new TungstenTM E2 handheld from palmOne! You're about to discover so many things about your handheld that will help you better manage your life and have fun, too. As you become more familiar with your handheld, you'll probably personalize the settings and add applications to make it uniquely yours. Benefits While you're likely to get years of enjoyment from your handheld, it takes only four easy steps to get up and running. · Start using your handheld right away · Establish a link between your handheld and your computer · Set up your handheld for optimal use TungstenTM E2 Handheld 1 CHAPTER 1 Setting Up Your Handheld and Your Computer » Key Term Palm® Desktop software The software that lets you enter, update, review, and synchronize information on your computer. What's in the box? USB sync cable Flip cover AC charger Tungsten E2 handheld from palmOne Software installation CD System requirements The installation CD contains Palm® Desktop software and other applications you need to set up and use your handheld. To use Palm Desktop software, your desktop computer must meet these requirements: WINDOWS ONLY · A PC with a Pentium II processor or later, and one of the following operating systems: · Windows 2000 (requires administrator rights to install Palm Desktop software) · Windows XP (requires administrator rights to install Palm Desktop software) · Internet Explorer 5.0 or later · 32 megabyte (MB) available RAM (64MB recommended) TungstenTM E2 Handheld 2 CHAPTER 1 Setting Up Your Handheld and Your Computer · 170MB available hard disk space · One available USB port · USB sync cable (included with your handheld) · CD or DVD drive for installing Palm Desktop software from the CD that came with your handheld MAC ONLY · Mac computer or compatible with a PowerPC processor · Mac OS X, version 10.2 or 10.3 (requires administrator rights to install Palm Desktop software) · 128MB total RAM · 190MB available hard disk space · Monitor that supports screen resolution of 800 X 600 or better · One available USB port · USB sync cable (included with your handheld) · CD or DVD drive for installing Palm Desktop software from the CD that came with your handheld TungstenTM E2 Handheld 3 CHAPTER 1 Setting Up Your Handheld and Your Computer [ ! ] Before You Begin If you're upgrading from another Palm PoweredTM device, synchronize your old handheld with your old desktop software. Step 1: Charging your handheld 0 1 Connect your handheld: a. Plug the USB sync cable into your handheld and into a USB port on the back of your computer. b. Plug the AC charger into the Multi-connector on your handheld and into an outlet. Tip On a laptop computer, the USB port may be located on the side. Tip After the initial charge, charge your handheld at least half an hour every day. 2 Charge your handheld for three hours. Be sure your handheld is fully charged before going on to Step 2. Done TungstenTM E2 Handheld 4 CHAPTER 1 Setting Up Your Handheld and Your Computer What you should know about your handheld's battery While your handheld is charging, take a minute to learn about the battery: · Whenever you see an alert on the screen warning you that the battery is low, recharge your handheld. Also recharge your handheld if it doesn't turn on when you press the power button. NOTE The memory on your handheld is designed to store your information even if the battery becomes drained to the point that you cannot turn on your handheld. When you recharge your handheld, all your existing information should appear. · Conserve battery life by doing any of the following: · Adjust the screen brightness. · Reduce the Auto-off setting. · Prevent your handheld from turning on by accident. · Stop music or video playback when not in use. · Respond to or cancel alerts promptly. · Set the Bluetooth® functionality to off when not in use. · Minimize use of the expansion card slot. TungstenTM E2 Handheld 5 CHAPTER 1 Setting Up Your Handheld and Your Computer [ ! ] Before You Begin Be sure to fully charge your handheld, as described in the preceding procedure. Step 2: Turning on your handheld for the first time 0 1 Press the power button. Stylus Tip After you set up your handheld, review the Quick Tour on your handheld and take the tutorial on the CD to learn the basics. Power button 2 3 Slide the stylus out of the slot. Hold the stylus as you would hold a pen, and follow the onscreen instructions to set up your handheld. Done TungstenTM E2 Handheld 6 CHAPTER 1 Setting Up Your Handheld and Your Computer Did You Know? When you upgrade, there's no need to delete the old desktop software first. When you install the new Palm Desktop software, all of your information transfers automatically to the new software. Did You Know? IT managers can set up a profile if they want to install the same set of information on several handhelds. Step 3: Installing your software 0 1 2 Insert the CD into your computer. NOTE You need administrator rights to install Palm Desktop software on a computer running Windows 2000/XP or Mac OS X. WINDOWS ONLY Follow the onscreen instructions. If you're upgrading, select the username that you assigned to your old handheld. MAC ONLY Double-click the CD icon, and then double-click palmOneSoftware.pkg. Done During installation, you're asked to connect your computer to your handheld if it is not already connected. See Step 4. TungstenTM E2 Handheld 7 CHAPTER 1 Setting Up Your Handheld and Your Computer Tip If the Select User dialog box appears during synchronization, select the username of the handheld you want to synchronize, and click OK. Step 4: Connecting your handheld to your computer During installation, you connect your handheld to your computer if it is not already connected, and you synchronize for the first time. Synchronizing simply means that any information you enter in one place (your handheld or computer) is automatically updated in the other. [ ! ] IMPORTANT Be sure to synchronize the info in your handheld's program memory at least once a day so that you always have an up-to-date backup copy of this info on your computer. 0 » Key Term Third-party application A software program that runs on a Palm Powered device, but is not created or supported by palmOne, Inc. Tip If you have problems with your new handheld after you synchronize, you may need to update your third-party applications. 1 [ & ] OPTIONAL Connect your handheld to your computer: a. Plug the USB sync cable into a USB port on the back of your computer. b. Plug the cable into your handheld. Continued TungstenTM E2 Handheld 8 CHAPTER 1 Setting Up Your Handheld and Your Computer 2 3 [ & ] OPTIONAL already on. Press the power button to turn on your handheld if it is not Continue with the onscreen instructions. Synchronize your handheld with your computer by pressing the sync button on the USB sync cable. Done TungstenTM E2 Handheld 9 CHAPTER 1 Setting Up Your Handheld and Your Computer [ ! ] Before You Begin You must have completed CD installation and chosen Palm Desktop software as your desktop application for synchronization in order to switch to Outlook. Note that you can choose Outlook as your synchronization software for Contacts, Calendar, Tasks, and Memos during CD installation. Switching to another desktop software application WINDOWS ONLY During installation, you chose a desktop software application to synchronize with your handheld. You may have chosen Palm Desktop software at that time. But if Microsoft Outlook already contains all of your contacts, appointments, tasks, and notes, you can change your synchronization method so that your handheld synchronizes with Outlook instead. You can also change from Outlook to Palm Desktop software. NOTE If you choose to synchronize the info on your handheld with Outlook, info in Contacts, Calendar, Tasks, and Memos is synchronized with info in Contacts, Calendar, Tasks, and Notes in Outlook. You can also set up the VersaMail® application to synchronize with Outlook. Other info, such as photos and notes, is synchronized with Palm Desktop software. 0 1 2 3 Insert the CD into your computer. Select Change your synchronization method. Follow the onscreen instructions for the desktop software you want to use. Done TungstenTM E2 Handheld 10 CHAPTER 1 Setting Up Your Handheld and Your Computer Using user profiles [ ! ] IMPORTANT Only IT managers may need to use user profiles for their company. If you are not an IT manager, you can skip this section. Suppose your sales organization wants to distribute two dozen handhelds that all have a common company phone list, a set of memos, and several key applications. A user profile can be created to install this information before the handhelds are distributed to employees. When the employees synchronize for the first time, this common information becomes part of their user-specific information. A user profile enables you to install the same information onto multiple handhelds before each handheld is individualized with a unique username and user-specific information. A handheld that has a user profile installed can be given to anyone, because the handheld is not yet identified by a unique username. When the new user synchronizes for the first time, he or she gives the handheld a unique username. NOTE Handhelds that are synchronized with a user profile must be either new handhelds that have never been synchronized or handhelds that have had their usernames and information removed by a hard reset. TungstenTM E2 Handheld 11 CHAPTER 1 Setting Up Your Handheld and Your Computer Tip Save time by importing to quickly add information to a profile. Creating a user profile WINDOWS ONLY 0 1 Open the New Profile screen: a. Open Palm Desktop software. b. From the Tools menu, select Users. c. Click Profiles, and then click New. 2 3 Enter a unique name for the profile, and click OK twice. Select the profile from the User list, and create the info in Palm Desktop software for the profile. Done TungstenTM E2 Handheld 12 CHAPTER 1 Setting Up Your Handheld and Your Computer MAC ONLY 0 1 Open the New Profile screen: a. Open Palm Desktop software. b. From the User pop-up menu, select Edit Users. c. Click New Profile. 2 Create the profile: a. Enter a unique name for the profile, and click OK. b. Close the Users window. Continued TungstenTM E2 Handheld 13 CHAPTER 1 Setting Up Your Handheld and Your Computer 3 4 Select the profile from the User pop-up menu, and create the info in Palm Desktop software for the profile. Set the profile's conduit settings: a. From the HotSync® menu, select Conduit Settings. b. Select the conduit settings for the profile. Done Synchronizing with a user profile WINDOWS ONLY 0 1 Begin synchronization: a. Connect the USB sync cable to the USB port on the back of your computer, and then insert the other end into the Multi-connector on your handheld. b. Press the sync button on the USB sync cable. Continued TungstenTM E2 Handheld 14 CHAPTER 1 Setting Up Your Handheld and Your Computer 2 Transfer the profile information: a. Click Profiles. b. Select the profile you want to load on the handheld, and click OK. c. Click Yes. Done The next time you synchronize that handheld, Palm Desktop software prompts you to assign a username to the handheld. TungstenTM E2 Handheld 15 CHAPTER 1 Setting Up Your Handheld and Your Computer MAC ONLY 0 1 Begin synchronization: a. Connect the USB sync cable to the USB port on the back of your computer, and then insert the other end into the Multi-connector on your handheld. b. Press the sync button on the USB sync cable. 2 Select the profile you want to load on the handheld, and click OK. Done The next time you synchronize that handheld, Palm Desktop software prompts you to assign a username to the handheld. TungstenTM E2 Handheld 16 CHAPTER 1 Setting Up Your Handheld and Your Computer Tips & Tricks Make your handheld uniquely yours. For great tips, software, accessories, and more, visit www.palmOne.com/ mytungstene2. Related topics Click a link below to learn about these related topics: Moving Info · Synchronizing your handheld with Palm Desktop software or Microsoft Outlook on your computer · Synchronizing wirelessly using Bluetooth technology on your handheld Support If you're having problems with setup or anything else on your handheld, go to www.palmOne.com/ support. · Using your company's network to synchronize information · Choosing whether or not to synchronize information for a specific application · Adding applications to your handheld · Installing additional software from the CD · Deleting applications from your handheld · Viewing application information Customizing · Adjusting the screen display · Reducing the Auto-off setting · Keeping your handheld from turning on accidentally Common Questions Answers to frequently asked questions about setup TungstenTM E2 Handheld 17 CHAPTER 2 Your Handheld In this chapter What's on my handheld? What's on the screen? What software is on my handheld? What's on the CD? Related topics Like a good personal assistant, your handheld helps you keep track of your schedule, your business and personal contacts, your to-do list, even your Microsoft Office and multimedia files. Stay productive by carrying more of your important files and documents. Get connected with wireless access to email, text messages, and the web. View digital photo and video albums directly on your handheld, or insert an expansion card (sold separately) to listen to your favorite music. And don't worry about losing your information-- even if the battery drains completely, the information stays in your handheld's memory. Simply recharge to access it again. Benefits · Carry more of your important information, and work with it on the go · Save time and stay organized · Travel light · Never lose important information · Stay in touch with wireless connectivity TungstenTM E2 Handheld 18 CHAPTER 2 Your Handheld What's on my handheld? Front Screen 5-way navigator Input area Tasks Calendar Contacts Quick Buttons Note Pad Screen Input area 5-way navigator Quick buttons Displays the applications and information on your handheld. The screen is touch-sensitive. Lets you enter info with Graffiti® 2 writing or open the onscreen keyboard. Helps you move around and select info to display on the screen. Turn on your handheld and open Calendar, Contacts, Tasks, and Note Pad. TungstenTM E2 Handheld 19 CHAPTER 2 Your Handheld » Key Term IR Short for infrared. Beaming uses infrared technology to send information between two IR ports that are within a few feet of each other. Did You Know? Beaming lets you quickly share appointments, addresses, phone numbers, and more. Top IR port Expansion card slot Stylus Headphone jack Power button IR port Expansion card slot Power button Headphone jack Stylus Beams information between handhelds and other devices that have an IR port. Lets you insert an expansion card (sold separately) to play music, back up info, and add memory, applications, and accessories to your handheld. Turns your handheld on or off and lets you turn Keylock on (if active). Lets you connect standard 3.5mm headphones (sold separately) to your handheld so you can listen to music and other audio applications. Lets you enter information on your handheld. To use the stylus, slide it out of the slot and hold it as you would a pen or pencil. Using your fingertip instead of the stylus is OK, but don't use your fingernail, a real pen, or any other sharp object to touch the screen. 20 TungstenTM E2 Handheld CHAPTER 2 Your Handheld » Key Term USB The type of connector or cable that's commonly used to connect accessories to a computer. Back Bluetooth® radio (internal) Speaker Multiconnector Reset button Speaker Reset button Multi-connector Lets you listen to alarms, game and system sounds, and music. Resets your handheld if it freezes (stops responding). Lets you connect a sync cable (included) or a cradle (sold separately) to your computer so you can synchronize. Also lets you connect the AC charger to your handheld so you can charge it. Enables your handheld to connect with other devices (sold separately) that use Bluetooth® wireless technology. Bluetooth® radio (internal) TungstenTM E2 Handheld 21 CHAPTER 2 Your Handheld Tip If you use another application frequently, customize the input area to display that application's icon. Tap and hold any of the four large icons, and select the new application you want from the list. The new application's icon replaces the icon you tapped. What's on the screen? Your handheld includes many features that make it easy to use. Among them are the input area and the common elements that appear on the screen in each of the applications. Once you learn how to use them in one application you can easily use them in all the others. Input area Tapping the icons in the input area does the following: Clock icon Brightness icon Home icon Menu icon Star icon Find icon Letter keyboard Icon Number keyboard Icon Clock icon Displays the current time and date. The display closes automatically after two seconds. See Setting the date and time and Managing Clock Settings for more information. Opens the Adjust Display dialog box, where you can set the brightness of your handheld's display. See Adjusting the brightness for instructions. Displays Applications View, where you can open applications. See Opening applications for more information. Opens the menus, where you can select items that provide access to other features. See Using menus for more information. Brightness icon Home icon Menu icon TungstenTM E2 Handheld 22 CHAPTER 2 Your Handheld » Key Term Slider The solid area on the scroll bar. The slider moves to indicate the relative position within the entry or list. Tip You can also use the 5-way navigator to select an item from a pick list and to select some command buttons. Star icon Find icon Letter keyboard icon Number keyboard icon Displays Favorites View, where you can open applications. See Opening applications for more information. Opens the Find dialog box, where you can search for information. See Finding information for more details. Opens the alphabetic keyboard. See Entering information with the onscreen keyboard for details. Opens the numeric keyboard. See Entering information with the onscreen keyboard for details. Application controls Previous/next arrows Tips icon Entry box Scroll bar Pick list Box Command button Previous/next arrows Scroll bar Select the left and right arrows to view the previous and next entry; where up and down arrows appear, select them to view the previous and next screens of information. Drag the slider, or tap the top or bottom arrow, to scroll the display one line at a time. To scroll to the previous screen, tap the scroll bar just above the slider. To scroll to the next screen, tap the scroll bar just below the slider. TungstenTM E2 Handheld 23 CHAPTER 2 Your Handheld Command button Tips icon Select a button, such as OK, Cancel, or Details, to perform a command or to open a dialog box. Command buttons appear at the bottom of dialog boxes and application screens. Tap the Tips icon to view shortcuts and other useful information for the screen where the icon is located. When you have finished viewing the tip, select Done. Tap an entry box to open a dialog box where you can enter info for that field. Select the arrow to display a list of choices, and then select an item in the list. Check or uncheck a box to select or deselect it. When a box is checked, the corresponding option is selected and active. When a box is unchecked, the corresponding option is deselected and inactive. Entry box Pick list Box TungstenTM E2 Handheld 24 CHAPTER 2 Your Handheld Tip Can't find some of these applications? Tap the category list in the upperright corner of Applications View and select All. What software is on my handheld? Your handheld comes with many applications preinstalled and ready to use. 0 Favorites Calendar Customize a list of your favorite applications and web pages so that you can locate and open them quickly. Manage your schedule from single entries, like lunch with a friend, to repeating and extended events, like weekly meetings and holidays. Even color-code your schedule by category. Store names and addresses, phone numbers, email and website addresses-- even add a birthday alarm or a contact's photo. View and organize photos and videos. Carry music on expansion cards (sold separately), create playlists, and listen to music on your handheld. This application has a companion desktop application that you can install from the CD (Windows only). Both Mac and Windows users can use RealPlayer on the handheld. Set up wireless connections to a mobile phone, network, or computer for sending and receiving information. Browse your favorite sites on the web using the built-in Bluetooth technology on your handheld. Stay on top of your to-do list. Enter things you need to do, prioritize them, set alarms, and then monitor your deadlines. Capture information such as meeting notes, lists of books to read, movies to see, recipes, and anything else you need to write down. Write on the screen in your own handwriting or draw a quick sketch. Solve basic math calculations such as splitting restaurant bills and figuring tips. Contacts Media RealPlayer® Bluetooth® Web Tasks Memos Note Pad Calculator TungstenTM E2 Handheld 25 CHAPTER 2 Your Handheld Quick Tour Expense HotSync® Prefs Card Info World Clock Learn about your handheld and how to enter information. Track business or travel expenses and print expense reports after you synchronize. Synchronize the info on your handheld with the info on your computer. Customize your handheld's sound levels, colors, security, and more. View information about an expansion card seated in the expansion card slot. Set the time in your home city and two other locations, and set an alarm to wake you up. What's on the CD? The TungstenTM E2 software installation CD includes desktop software for your computer and additional software for your handheld. The desktop software lets you use your computer to view, enter, and manage info for many of the applications on your handheld. NOTE You must install Palm® Desktop software in order to synchronize your handheld with your computer. When you synchronize, information entered on either your computer or your handheld is instantly updated in the other location--no need to enter info twice. Synchronizing also creates a backup copy of the info on your handheld on your computer. The additional software lets you do more things with your handheld. When you set up your handheld you may install some (or all) of these applications. You can install any of the applications at any time after you set up your handheld as well. TungstenTM E2 Handheld 26 CHAPTER 2 Your Handheld The software installation CD includes titles such as the following: 0 0 Palm® Desktop software View, enter, manage, and back up info for Calendar, Contacts, Tasks, Media, Memos, and Expense on your computer (Expense and Media are Windows only). You can also view, manage, and back up info for Note Pad. When you synchronize your handheld with your computer, this info is updated in both places. Palm Desktop software is installed automatically during the initial CD installation process. Palm Desktop includes HotSync® Manager software, which allows you to customize the settings for synchronization. You can access HotSync Manager by selecting its icon in the task bar at the bottom of your computer screen. HotSync Manager NOTE During installation, you can choose to synchronize your handheld with Microsoft Outlook on your computer (Windows only). If you do, information in Contacts, Calendar, Tasks, and Memos is synchronized with information in Contacts, Calendar, Tasks, and Notes in Outlook. Information in Expense, Note Pad, and Media is still synchronized with information in Expense, Note Pad, and Media in Palm Desktop software. Quick Install (Windows only) Install applications and transfer files from your Windows computer to your handheld or to an expansion card that is seated in the expansion card slot for use on your handheld. Quick Install is installed automatically when you synchronize during the initial CD installation process. TungstenTM E2 Handheld 27 CHAPTER 2 Your Handheld Tip After you install an app and discover how valuable it is, be sure to add it to Favorites. Did You Know? You can categorize applications. Some apps are automatically assigned to a category when you install them; others are assigned to the Unfiled category. All apps appear in the All category of Applications. Assign an application to a category in Applications by selecting Category in the App menu. Select the pick list next to the application's name; then select a category. Send To Handheld droplet Install applications and transfer files from your Mac computer to your (Mac only) handheld or to an expansion card that is seated in the expansion card slot for use on your handheld. The Send To Handheld droplet is installed automatically when you synchronize during the initial CD installation process. Documents To Go Create, view, and edit Microsoft Word and Excel files, and view and manage PowerPoint files, directly on your handheld. Includes companion desktop software that lets you move or copy Microsoft Word, Excel, and PowerPoint files to your handheld, as well as create and edit files. Send, receive, and manage email messages wirelessly using the builtin Bluetooth technology on your handheld or by synchronizing with your Windows computer. Send and receive short text (SMS) messages using the built-in Bluetooth wireless technology on your handheld. Listen to newspapers, books, public radio, language instruction, and more (Windows only; download requires Internet connection, additional fees may apply). Transfer MP3 music files from your computer to an expansion card (sold separately), and copy music from your CDs to your computer. This is the desktop companion for the music application on your handheld (Windows only). Work with the Media desktop application. These applications are required for Media to prepare videos for playback on your handheld (Windows only). VersaMail® SMS AudiblePlayer RealPlayer® desktop application Windows Media Player/ Direct X TungstenTM E2 Handheld 28 CHAPTER 2 Your Handheld QuickTime Works with the palmOne Media desktop application. Required to prepare videos in certain formats for viewing on your handheld. NOTE QuickTime is included on the CD for Windows computers only. For Mac computers, QuickTime is included in OS X. Manual Install a version of the Getting Started guide on your handheld. On Windows, you can also access the full Acrobat version (PDF) of Getting Started from the Help menu of Palm Desktop software and from the Start Programs menu of your Windows desktop. On a Mac, access Getting Started from the Palm/Documentation folder. Access the palmOne enterprise website, where you can download WebSphere Micro Environment (to run Java [J2ME] on your handheld), VPN connection software (additional fee required for purchase), security and management tools, and more (download requires Internet connection). Enjoy hours of entertainment with this solitaire game. Preview, try, and buy software for your handheld (Windows only and web access required). View PDF files that are tailored to fit your handheld's screen. Enterprise Software link Handmark Solitaire AdditTM Adobe® Reader® for Palm OS® Power by Hand eReader Tutorial Purchase and download eBooks from the web so you can read them when you want, where you want. Learn to use the popular features of your handheld. The Tutorial includes a tour of your handheld and step-by-step instructions. Access it from the Discover your device screen on the software installation CD.