User manual PALM VII

Handbook for the Palm VIITM Organizer Palm.Net Discontinued: The Palm.Net service is discontinued as of August 31, 2004. Any information in this manual pertaining to Palm.Net, PQAs (web clipping applications), MyPalm and the WAP Browser is not applicable after that date. For wireless email and web browsing, we recommend you migrate to a palmOne smartphone. We can help you do this: Click here to learn how to upgrade to a new solution. Copyright Copyright © 1998 3Com Corporation or its subsidiaries. All rights reserved. 3Com, the 3Com logo, Palm Computing, Palm Modem, Graffiti, and HotSync are registered trademarks, and Palm, PalmPilot, Palm III, Palm VII, Palm OS, Palm.Net, iMessenger, More Connected., the Palm Computing Platform logo, the PalmPilot logo, Palm VII logo, and the HotSync logo are trademarks of Palm Computing, Inc., 3Com Corporation or its subsidiaries. Other product and brand names may be trademarks or registered trademarks of their respective owners. Disclaimer and Limitation of Liability 3Com Corporation and its subsidiaries assume no responsibility for any damage or loss resulting from the use of this handbook. 3Com Corporation and its subsidiaries assume no responsibility for any loss or claims by third parties which may arise through the use of this software. 3Com Corporation 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 3Com End User Software License Agreement contained in this handbook before using the accompanying software program(s). Using any part of the software indicates that you accept the terms of the 3Com End User Software License Agreement. 3.5" Software Diskettes Available PalmTM Desktop organizer software is supplied on a CD-ROM disc. If you do not have access to a CD-ROM drive for your computer, you may download the Palm Desktop software from http://www.palm.net. Alternatively, you can order 3.5" diskettes by completing and mailing the diskette order card supplied in the Palm VIITM connected organizer product package, or call to order the diskettes. See the Getting Started guide for the appropriate phone number. P/N: 405-0406A A/N: 423-0233 Page ii Contents About This Book ......................................................................................... 1 Chapter 1: Introduction to Your Palm VIITM Organizer Getting to know your Palm VII organizer.........................................3 What is a Palm VII organizer?..........................................................3 System requirements .........................................................................4 Palm VII components ........................................................................5 Installing the batteries .......................................................................9 Replacing batteries.............................................................................9 Setting up your organizer and charging the transmitter ...........10 Upgrade information .......................................................................10 Palm Desktop organizer software .................................................12 Using your organizer with another PIM ......................................14 Palm.Net wireless features .............................................................14 Tapping and typing ............................................................................18 Tap with the stylus to get things done..........................................18 Elements of the organizer interface ...............................................19 Opening applications ......................................................................20 Using menus .....................................................................................23 Three ways to enter data.................................................................25 Customizing your organizer .............................................................29 Chapter 2: Entering Data in Your Palm VIITM Organizer Using Graffiti writing to enter data..................................................31 Writing Graffiti characters ..............................................................31 Graffiti tips ........................................................................................33 The Graffiti alphabet........................................................................34 Writing capital letters ......................................................................35 Writing numbers ..............................................................................35 Graffiti numbers ...............................................................................36 Writing punctuation marks ............................................................36 Additional Graffiti punctuation.....................................................37 Writing symbols and extended characters ...................................37 Writing accented characters ...........................................................38 Accent strokes...................................................................................38 Additional non-English characters................................................38 Navigation strokes ...........................................................................39 Graffiti ShortCuts .............................................................................39 Using the onscreen keyboard............................................................41 Using your computer keyboard........................................................41 Importing data.....................................................................................42 Contents Page iii Chapter 3: Managing Your Applications Using the Applications Launcher .................................................... 45 Selecting applications...................................................................... 45 Switching between applications.................................................... 45 Categorizing applications............................................................... 45 Changing the Applications Launcher display............................. 46 Choosing preferences......................................................................... 47 Installing and removing applications.............................................. 48 Installing add-on applications ....................................................... 48 Installing games ............................................................................... 50 Removing applications ................................................................... 51 Removing Palm Desktop software................................................ 52 Security................................................................................................. 53 Assigning a password..................................................................... 53 Changing or deleting a password ................................................. 54 Locking your organizer .................................................................. 54 Recovering from a forgotten password........................................ 55 Chapter 4: Using Your Basic Applications Overview of basic applications ........................................................ 58 Date Book.......................................................................................... 58 Address Book ................................................................................... 59 To Do List.......................................................................................... 60 Memo Pad......................................................................................... 61 Calculator.......................................................................................... 61 Expense ............................................................................................. 62 Common tasks .................................................................................... 63 Creating records............................................................................... 63 Editing records................................................................................. 63 Deleting records............................................................................... 65 Purging records................................................................................ 66 Exchanging and updating data: HotSync operations ................ 67 Categorizing records ....................................................................... 69 Finding records ................................................................................ 73 Sorting lists of records..................................................................... 77 Making records private................................................................... 79 Attaching notes ................................................................................ 80 Choosing fonts ................................................................................. 81 Page iv Handbook for the Palm VIITM Organizer Application-specific tasks ..................................................................83 Date Book ..........................................................................................83 Address Book....................................................................................96 To Do List ........................................................................................101 Memo Pad .......................................................................................106 Calculator ........................................................................................109 Expense............................................................................................111 Chapter 5: Query Applications and the iMessengerTM Application Your organizer is a wireless device ................................................121 Web clipping: query applications ................................................121 Wireless Internet messaging: the iMessenger application .......124 The Palm.Net wireless communication service.........................124 Improving signal strength ............................................................127 Using query applications .................................................................128 Opening query applications .........................................................129 Working with query applications................................................130 Query application menus..............................................................137 Using the iMessenger application ..................................................138 The iMessenger application differs from the Mail application138 Opening the iMessenger application ..........................................139 Checking for and viewing messages ...........................................140 Opening and reading messages ...................................................141 Creating messages..........................................................................146 Rerouting replies to your messages ............................................150 Adding a signature to your message ..........................................151 Sending messages ..........................................................................151 Editing an unsent message ...........................................................152 Draft messages................................................................................153 Filing a message .............................................................................154 Deleting messages..........................................................................155 Removing a message from the Deleted folder...........................155 Purging deleted messages ............................................................155 Options for the iMessenger List screen.......................................156 Your Palm.Net mailbox.................................................................157 The iMessenger application and HotSync operations ..............159 iMessenger menus .........................................................................159 Chapter 6: Managing Desktop E-Mail and Beaming Information Managing desktop E-Mail away from your desk ........................163 Setting up Mail on the desktop ....................................................164 Synchronizing Mail with your E-Mail application ...................166 Opening the Mail application on your organizer......................166 Viewing e-mail items .....................................................................166 Contents Page v Creating e-mail items .................................................................... 167 Looking up an address ................................................................. 170 Adding details to e-mail items .................................................... 171 Storing e-mail to be sent later ...................................................... 174 Editing unsent e-mail.................................................................... 174 Draft e-mail..................................................................................... 175 Filing e-mail.................................................................................... 176 Deleting e-mail............................................................................... 177 Removing e-mail from the Deleted folder ................................. 177 Purging deleted e-mail.................................................................. 178 Message List options ..................................................................... 178 HotSync options............................................................................. 180 Creating special filters .................................................................. 181 Truncating e-mail items................................................................ 185 Mail menus ..................................................................................... 185 Beaming information ....................................................................... 187 Chapter 7: Advanced HotSync® Operations Selecting HotSync setup options.................................................... 189 Customizing HotSync application settings .................................. 192 HotSync operations via a modem .................................................. 194 Preparing your computer............................................................. 194 Preparing your organizer ............................................................. 195 Selecting the conduits for a modem HotSync operation ......... 196 Performing a HotSync operation via a modem......................... 197 HotSync operations via a network................................................. 198 Connecting to your company's dial-in server ........................... 198 Using File Link.................................................................................. 200 Creating a user profile ..................................................................... 200 Chapter 8: Setting Preferences for Your Organizer Viewing preferences......................................................................... 204 Buttons preferences .......................................................................... 204 Pen preferences .............................................................................. 205 HotSync buttons preferences ....................................................... 206 Digitizer preferences ........................................................................ 207 Formats preferences ......................................................................... 207 Country default.............................................................................. 207 Time, date, week start, and numbers formats ........................... 208 General preferences.......................................................................... 209 Auto-off delay ................................................................................ 209 System, alarm, and game sounds................................................ 209 Beam Receive.................................................................................. 210 Modem preferences.......................................................................... 211 Page vi Handbook for the Palm VIITM Organizer Network preferences and TCP/IP software .................................212 Selecting a service ..........................................................................212 Entering a user name .....................................................................213 Entering a password ......................................................................213 Adding telephone settings............................................................214 Connecting to your service ...........................................................217 Creating additional service templates ........................................217 Adding detailed information to a service template ..................218 Creating a login script ...................................................................221 Deleting a service template...........................................................222 Network preferences menu commands......................................222 TCP/IP troubleshooting................................................................223 Owner preferences............................................................................224 ShortCuts preferences ......................................................................225 Creating a ShortCut .......................................................................225 Editing a ShortCut .........................................................................226 Deleting a ShortCut .......................................................................226 Wireless preferences .........................................................................227 Proxy ................................................................................................227 Sending ID or location information.............................................228 Appendix A: Maintaining Your Organizer Caring for your organizer................................................................229 About the AAA batteries .................................................................230 Automatic recharging of the transmitter.......................................231 Proper use of the antenna ................................................................233 Resetting your organizer..................................................................235 Performing a soft reset ..................................................................235 Performing a hard reset.................................................................236 Appendix B: Frequently Asked Questions Software installation problems .......................................................239 Operating problems..........................................................................240 Tapping and writing problems .......................................................241 Wireless problems.............................................................................242 Application problems.......................................................................243 HotSync problems.............................................................................244 Beaming problems ............................................................................248 Password problems ..........................................................................249 Technical support and customer care ............................................250 Appendix C: Creating a Custom Expense Report About mapping tables ......................................................................251 Customizing existing sample templates........................................252 Contents Page vii Determining the layout of the Expense Report............................ 253 Labels............................................................................................... 253 Sections............................................................................................ 254 Analyzing your custom Expense Report ...................................... 255 Programming the mapping table ................................................... 256 Using applications other than Microsoft Excel ............................ 260 Expense file details ........................................................................... 261 Appendix D: Non-ASCII Characters for Login Scripts Use of ^char....................................................................................... 263 Carriage return and line feed.......................................................... 263 Literal characters .............................................................................. 264 Palm.NetTM Service Agreement, Warranty, and Other Product Information Palm.Net service agreement ........................................................... 265 Limited warranty.............................................................................. 273 3Com end user software license agreement ................................. 276 FCC Statement .................................................................................. 279 Canadian RFI Statement.................................................................. 279 Index ........................................................................................................281 Page viii Handbook for the Palm VIITM Organizer About This Book Welcome to the Palm VIITM connected organizer. This handbook describes all you need to know about how to use your Palm VII organizer and the applications that come with it. It walks you through viewing and entering data, using the features of the Palm.NetTM wireless communication service, using your Palm VII organizer with your computer, and personalizing your organizer with your own preferences. This book is designed to help you get up and running quickly on your organizer. The beginning chapter explains the following: s s s s s All the parts of your organizer The Palm VII interface The Palm VII wireless features Entering data Setting up security and other preferences After you become familiar with the basic functionality, you can use the rest of this handbook as a reference for less common tasks and for maintaining your organizer, and also as a source of information if you have problems operating the organizer. About This Book Page 1 Page 2 About This Book Chapter 1 Introduction to Your Palm VIITM Organizer This chapter explains the physical buttons and controls on your Palm VIITM connected organizer, how to set up your organizer and charge the transmitter, how to use your organizer for the first time, and how to use HotSync® technology to synchronize your organizer and PalmTM Desktop organizer software. This chapter also introduces the Palm.NetTM wireless communication service and the wireless features of the Palm VII organizer. Getting to know your Palm VII organizer What is a Palm VII organizer? With your Palm VII organizer you will no longer have trouble getting to meetings and appointments on time, or remembering the names and personal details of the people you connect with. It will be easy for you to remember all the items on your to do list. The organizer can help you improve your track record in all these areas, both at work and at home. You can enter all your schedule details in Date Book so you can view them by the day, week, or month; you can even set an alarm to remind you of important meetings. Keep all your contact names, addresses, phone numbers, and other details in Address Book, so you can find them as soon as you need them. Add your tasks to To Do List, prioritize them so you don't overlook them, and assign them a due date. Your Palm VII organizer can be easily connected to the Internet, without using a wire or an external modem, through a wireless communication service maintained by 3Com. Using applications called query applications, you can access a wide spectrum of information available on the Internet and view that information in a format that is easy to read on your organizer screen. Another application, the iMessengerTM application, gives you an Internet messaging address; so you can use your Palm VII organizer to stay Chapter 1 Page 3 connected by wireless Internet messaging anytime, anywhere within the coverage area of the wireless communication service. To make sure you don't lose any important information, you can synchronize your data with Palm Desktop software on your computer so you always have a backup copy. You can set different levels of security for your organizer so unauthorized eyes cannot view your data. When you are out of the office, track your expenses for your expense reports; then transfer the data to your computer to print it out. You can write, edit, and view your e-mail, and then synchronize your e-mail with your desktop E-Mail application when you return to your office. System requirements To install and operate Palm Desktop software, your computer system must meet the following requirements: Minimum requirements s s s Windows 98, Windows 95, or Windows NT 4.0 IBM-compatible 486 computer or higher 8 MB RAM (memory) minimum, 16 MB recommended (required with Windows NT 4.0) 20 MB available hard disk space VGA monitor or better (the Quick Tour requires a 256 color video display) CD-ROM drive (you can also download Palm Desktop software from http://www.palm.net, or order 3.5" diskettes from 3Com) Mouse One available serial port s s s s s See "Activating the Palm.Net wireless communication service" later in this chapter for information on what is required to activate the service. Optional equipment s s Palm Modem® accessory Windows-compatible printer Macintosh compatibility You can connect your Palm VII organizer to your Macintosh using PalmTM MacPac version 2 or higher (sold separately). For more Page 4 Introduction to Your Palm VIITM Organizer information about Macintosh compatibility, visit the web site http://www.palm.net. Palm VII components Locating front panel controls IR port Antenna Screen Graffiti writing area Power button/ Backlight control Application buttons Scroll button Screen Displays the applications and information stored in your organizer. 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. Open the individual organizer applications that correspond to the icons on the buttons: Date Book, Address Book, To Do List, and Memo Pad. See "Buttons preferences" in Chapter 8 for details on reassigning these buttons to activate any application on your organizer. Tip: If your organizer is turned off, pressing any application button activates your organizer and opens the corresponding application. Graffiti® writing area Application buttons Chapter 1 Page 5 Scroll button Displays text and other information that extends beyond the area of the Palm VII organizer screen. Pressing the lower half of the scroll button scrolls down to view information below the viewing area, and pressing the upper half of the button scrolls up to view the information above the viewing area. Turns your organizer on or off and controls the backlight feature. If your organizer is turned off, pressing the power button turns the organizer on and returns you to the last screen you viewed. Press the power button to turn the organizer off. If you have difficulty seeing the information onscreen, use the backlight to illuminate the screen. Press the power button and hold it down for about two seconds to turn the backlight on or off. You can assign the full-screen pen stroke to activate the backlight. See "Pen preferences" in Chapter 8 for more information. Power button/ Backlight control IR port Uses infrared technology to transmit data to and receive data from other Palm Computing® platform devices that also have an IR port. See "Beaming information" in Chapter 6 for more information. Gives you access to the Palm.Net service. See Chapter 5 for more information. See "Buttons preferences" in Chapter 8 to learn how to open a specific application when you raise the antenna. Whenever you use the wireless features of your organizer, please observe the guidelines or prohibitions on the use of wireless devices in your current location. For example, when you are on an airplane, do not raise the antenna or use the wireless features at times when the Federal Aviation Administration (FAA) or airline regulations prohibit the use of cellular phones. You can, of course, use all other applications of your organizer in accordance with airline regulations for electronic devices. Antenna Page 6 Introduction to Your Palm VIITM Organizer Locating back panel components Stylus Contrast control Reset button Battery door Serial port door Stylus Slides in and out of the slot in the back panel of the organizer. To use the stylus, remove it from the slot and hold it as you would a pen or pencil. Unscrew the top of the stylus to access the reset tool. 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. Adjusts the appearance of the screen for the clearest screen display. Depending on the lighting conditions or temperature of the environment where you use your organizer, you may need to adjust the setting of the contrast control. Covers the AAA batteries that power your organizer and charge the transmitter. See "Installing the batteries" later in this chapter for information on removing the battery door and installing batteries. Reset button Contrast control Battery door Chapter 1 Page 7 Serial port door Protects the serial port that fits into the connector of the organizer cradle. The door ensures that the connection surface of the serial port remains clean and clear of debris. Note: When your organizer is in the cradle, and the cradle is connected to your computer, you can use HotSync technology to do a two-way exchange of the data on your organizer and your computer. Plug the connector of the cradle into the serial (COM) port, as shown in the following illustration. Important: Your organizer requires a dedicated port. It cannot share a port with an internal modem or other device. If you are unsure about the location of the serial port on your computer, refer to your computer's documentation. Page 8 Introduction to Your Palm VIITM Organizer Installing the batteries To use your organizer, you must install two AAA alkaline batteries. The batteries fit behind the battery door on the back of the organizer. To install the batteries: 1. Press the tab on the battery door and lift the battery door away from the organizer. Press tab to open 2. Install the two AAA alkaline batteries supplied with your organizer into the battery compartment. Note: A diagram in the interior of the battery compartment shows the orientation of the positive (+) and negative (-) ends of the batteries. When correctly installed, the clips in the battery compartment secure the batteries in place. 3. Insert the battery door back into place so that it is flush with the back of the organizer and "clicks" into position. Important: Do not force the battery door. When the batteries are correctly installed, the battery door clips smoothly into place. If you feel resistance when replacing the battery door, make sure the door is aligned with the slots on the back of your organizer, and that the batteries are firmly seated in the battery compartment. Replacing batteries Under normal conditions, depending on your usage pattern, the AAA batteries of your organizer should provide weeks of use. When the time comes to replace the AAA batteries, your organizer gives you ample warning. Chapter 1 Page 9 When you replace the AAA batteries, keep these points in mind: s Before you replace the batteries, perform a HotSync operation so that you have a backup copy of all your data on your computer. When you remove the old batteries, the built-in backup power of your organizer maintains memory data. Whenever you remove the batteries, replace them immediately. We recommend replacing batteries within a period of one minute. If you encounter any difficulties or delays while you're replacing the batteries, reinstall the original batteries and wait a few minutes for the backup power to recharge. When you dispose of the AAA batteries, please dispose of them without damaging the environment. s s Setting up your organizer and charging the transmitter The first time you insert the AAA batteries, your organizer automatically begins two processes: s The batteries begin to charge the transmitter you use with the wireless communication service. This takes about 70 minutes. As soon as the transmitter has been charged, you can activate the service. See "Activating the Palm.Net wireless communication service" later in this chapter. Your organizer turns on automatically and Setup begins. Setup consists of a short series of screens that you complete to prepare your organizer for use. Setup also lists the query applications that are preloaded on your organizer. To complete Setup, follow the instructions onscreen. s As soon as you finish Setup, you can use all the basic applications of your organizer. See Chapter 4 for the list of your basic applications. Upgrade information If you already own a PalmPilotTM organizer or Palm IIITM organizer, 3Com recommends that you install the version of Palm Desktop software that comes with your new Palm VII organizer into the same folder as your current Palm Desktop software. When you install the new version in the same folder as the previous version, all your data is preserved. If you use another personal information manager (PIM), you still need to install Palm Desktop software in order to add HotSync Manager, Page 10 Introduction to Your Palm VIITM Organizer conduit software, and other features of Palm Desktop software to your computer. You perform HotSync operations in exactly the same way, so you can quickly synchronize your old data with your new organizer. To upgrade: 1. Read the Getting Started guide for an overview of the complete installation process. 2. (Optional) To ensure against any data loss, go to the folder that stores Palm Desktop software, copy your username folder, and store the copy outside the Palm Desktop software folder. 3. Synchronize your old organizer with your old Palm Desktop software. This ensures that the latest information from your organizer is on your desktop computer. 4. Follow the installation instructions in "Installing Palm Desktop software" later in this chapter. Be sure to install the new software in the same folder as the old software. 5. To prepare for the first HotSync operation that synchronizes your new organizer with your new Palm Desktop software, go to the HotSync Manager and choose Custom. Note: Be sure your username appears in box at the top of the Custom dialog box. If not, select your username. 6. For all conduits, click Change and select the option Desktop overwrites handheld. Then click Done. See "Customizing HotSync application settings" in Chapter 7 for more information. 7. Place your new organizer in the cradle and press the HotSync button. 8. If the Select User dialog box appears, select your username. 9. Return to the Getting Started guide and complete the activation of your organizer. Each organizer must have a unique name After you complete the upgrade process described above, you have two organizers with the same name. This is an undesirable situation. Chapter 1 Page 11 Each organizer must have a unique name in order to prevent unexpected results during HotSync operations and other complications. We strongly recommend that you perform a hard reset on your old organizer. See "Performing a hard reset" in Appendix A for details. A hard reset not only erases all data from the old organizer; it also erases the name and makes that organizer a clean slate, ready to receive a new name. The next time you perform a HotSync operation with this old organizer, you are asked to give it a name. Be sure to give it a unique name. Palm Desktop organizer software Palm Desktop software extends many of the functions of your organizer 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 organizer and the builtin HotSync technology, you can fully synchronize the information on your organizer 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 organizer. Changes you make on your organizer or Palm Desktop software appear in both places after you synchronize. With Palm Desktop software, you can do the following: s Work with your organizer applications on your computer. Palm Desktop software duplicates the Date Book, Address Book, To Do List, and Memo Pad applications on your organizer, so you can view, enter, and modify any data stored on your organizer. Back up the data stored on your organizer 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 4 for more information. Import and export data. 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 Palm VIITM Organizer 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 for information about how to use the software. To ensure a safe and uninterrupted installation of Palm Desktop software, please do the following before installing: s Turn off your computer and connect the cradle to it. Do not put the organizer in the cradle yet; you do that later in the process. If you install from diskettes, make sure the original Palm Desktop software diskettes are write-protected, and then make backup copies of them. When you finish, install using the copies. 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. s s To install Palm Desktop software: 1. Exit any open programs, including those that run automatically at startup. Disable any virus-scanning software. 2. Insert the Palm Desktop software CD-ROM into the computer's CD-ROM drive (or insert the diskette labeled Setup into the diskette drive). 3. Click the Install button to begin the installation program. 4. Follow the onscreen instructions to complete the installation. During installation you will be asked to insert your organizer into the cradle. Chapter 1 Page 13 Using your organizer 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, 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 organizer and your PIM. If the installation program detects that you have Microsoft Outlook on your computer, the program lets you choose between installing Palm Desktop software or installing the conduit for Outlook so that you can use that application as your PIM. 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. Palm.Net wireless features Your organizer is equipped with a transmitter and an antenna that let you transmit and receive data over the airwaves. 3Com provides the Palm.Net wireless communication service, which you must subscribe to in order to gain access to wireless features. Page 14 Introduction to Your Palm VIITM Organizer After you activate the wireless communication service, the two new wireless features become available to you: s s Web clipping, using query applications Wireless Internet messaging, using the iMessenger application Activating the Palm.Net wireless communication service The transmitter inside your organizer contains a rechargeable battery that must be charged before you can activate the wireless communication service and use the wireless features. The AAA batteries that you install during Setup of your organizer charge the transmitter, and charging begins as soon as you insert the batteries. Charging takes about 70 minutes. Before you activate the Palm.Net service, be sure of the following: s You're within coverage of the network. To find detailed maps of coverage, visit the web site http://www.palm.net. You're in a location that can receive a strong radio signal. See "Wireless problems" in Appendix B for tips on eliminating obstacles to the signal. s To activate the Palm.Net service: 1. Read the brochure, Choosing a Palm.Net Service Plan, included in the organizer package, describing the monthly service plans. Decide on a plan. (You can switch plans at any time.) 2. Prepare to enter the following information: your name, firm, billing address, phone number, current desktop e-mail address, choice of service plan, and credit card information (or corporate account number). During activation you are also asked to create a username and a password. You can accept one of the usernames suggested by the Activate application or create your own; it must be at least 3 characters long. Your password must be 4 to 15 characters long. 3. Read the Palm.Net service agreement, located at the back of this book. 4. When the charging of the transmitter is finished, raise the antenna on the right side of your organizer by gently rotating it upwards. Chapter 1 Page 15 135° 90° To ensure the best reception: If you are holding the organizer in your hand, raise the antenna to its position at 135°, located at the second click you feel as you raise the antenna. If the organizer is on a flat surface, raise the antenna to its position at 90°. 5. Follow the instructions onscreen to activate the wireless communication service. Important: Be sure to record and remember the username and password you create during activation. You need them both to access information about your usage of the service and your billing information. Your username is also part of your address on the Palm.Net network -- for example, username@palm.net. Web clipping Your organizer includes special kinds of applications called query applications. Query applications take advantage of the wireless functionality of the organizer to give you access to information on the Internet. Query applications give you access to a wide spectrum of practical Internet information: news and business headlines, travel information, stock quotes, sports scores, restaurant reviews, movie times, and much more. It's impractical, however, to browse the Internet from a small handheld computer and look at elaborate, animated, graphics-laden web pages on a screen the size of your organizer's. So instead of web browsing, query applications offer you a more efficient way to access the Internet, called web clipping. Page 16 Introduction to Your Palm VIITM Organizer In general, web clipping is a simple process of query-and-response. You simply request information, tap a button that transmits your request to the Internet, and within seconds, you receive a response. See Chapter 5 for more information. Wireless Internet messaging Like web clipping, the iMessenger application takes advantage of the wireless functionality of your organizer to give you wireless Internet messaging. Your organizer, like a cellular phone, uses a radio frequency to transmit and receive information. Your organizer is part of the Palm.Net network, which receives and stores messages sent to you at your @palm.net address, and delivers messages you send from your organizer to the recipient's Internet e-mail address. After you activate the wireless communication service, whenever you're within the coverage area, you can communicate with anyone who has an Internet e-mail account. See Chapter 5 for more information. Chapter 1 Page 17 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 organizer screen is the basic action that gets things done on your organizer. The first time you start your organizer, setup instructions appear on the screen. These instructions include a calibration screen, or digitizer. Calibration aligns the internal circuitry of your organizer with its touch-sensitive screen so that when you tap an element on the screen, the organizer can detect exactly which task you want to perform. Important: Always use the point of the stylus for tapping or making strokes on the organizer screen. Never use an actual pen, pencil, or other sharp object to write on the organizer screen. With your organizer turned on, you can tap the organizer screen to do many operations, such as the following: s s s s s s s Open applications Submit queries to the Internet Check for and send messages in the iMessenger application Choose menu commands Initiate a global Find operation Select options in dialog boxes Open the onscreen keyboard 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. Page 18 Introduction to Your Palm VIITM Organizer Elements of the organizer interface Menu bar Pick list Check box Command buttons Icons Menu bar Command buttons A set of commands that are specific to the application. Not all applications have a menu bar. Tap a button to perform a command. Command buttons appear in dialog boxes and at the bottom of application screens. A command button that initiates a wireless transaction always displays the over-theair icon: Over-the-air icon Icons Tap the icons to open applications , menus , and Calculator , and to find text in the data of your basic applications . With the cursor in an input field, tap the dot to activate the alphabetic keyboard. With the cursor in an input field, tap the dot to activate the numeric keyboard. When a check mark appears in a check box, the corresponding option is active. If a check box is empty, tapping it inserts a check mark. If a check box is checked, tapping it removes the check mark. abc 123 Check box Chapter 1 Page 19 Pick list Tap the arrow to display a list of choices, and then tap an item in the list to select it. Scroll bar Previous/next arrows Scroll bar 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 portions of the scroll button on the front panel of the organizer. Previous/ Tap the up and down arrows to display the previous next arrows and next page of information; tap the left and right arrows to display the previous and next record. Opening applications You can use the Applications Launcher to open any application installed on your organizer. You can also open the four main applications -- Date Book, Address Book, To Do List, and Memo Pad -- with the application buttons on the front panel of your organizer. Applications Launcher Date Book Address Book Memo Pad To Do List Page 20 Introduction to Your Palm VIITM Organizer 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 organizer 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: 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 organizer, 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 applications to different categories. See "Categorizing applications" in Chapter 3. Chapter 1 Page 21 To open an application that uses the antenna: These applications use the antenna: s s s All query applications iMessenger application Applications that support your use of the wireless features 1. Raise the antenna, located on the right side of your organizer. 135° 90° To ensure the best reception: If you are holding the organizer in your hand, raise the antenna to its position at 135°, located at the second click you feel as you raise the antenna. If the organizer is on a flat surface, raise the antenna to its position at 90°. Raising the antenna automatically opens the Applications Launcher to the Palm.Net category. When the transmitter successfully connects to the network, your organizer beeps. 2. Tap the query application that queries the Internet for the kind of information you want. Tip: You can set your organizer to open a specific application whenever you raise the antenna. See "Buttons preferences" in Chapter 8 for details. When you install query applications, they appear by default in the Palm.Net category of the Applications Launcher. The icons of query applications and all applications that use the antenna are easy to recognize: They all have a dark diamond shape as their background and include the over-the-air icon: Background of all query application icons Sample query application icon Feel free to explore all your query applications to find out what kind of information they offer. Despite the presence of the over-the-air symbol in its icon, you can open any query application without incurring any cost. Page 22 Introduction to Your Palm VIITM Organizer Using menus Menus on your organizer 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 4. The Edit menu is described in "Editing records" in Chapter 4. To open the menu bar: 1. Open an application (such as Memo Pad). 2. Tap the Menu icon . 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 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. Chapter 1 Page 23 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 To use the Graffiti menu commands, the menu bar must be closed. Draw the Command stroke anywhere in the Graffiti area, and immediately write the corresponding command letter in the Graffiti letter area. When you draw the Command stroke, the word "Command" appears just above the Graffiti writing area to indicate that you are in Command mode. Command For example, to choose Select All in the Edit menu, draw the Command stroke, followed by the letter "s." Note: Command mode is active for approximately two seconds, so you must write the command letter immediately to choose the menu command. Displaying online tips Many of the dialog boxes that appear on your organizer contain a 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. Page 24 Introduction to Your Palm VIITM Organizer To display an online tip: 1. Tap the Tips icon . 2. After you review the tip, tap Done. Three ways to enter data There are three ways to enter data into your organizer: s s s Using the onscreen keyboard Using Graffiti writing Entering or importing data in Palm Desktop software and then synchronizing with your organizer Onscreen keyboard When you create or edit a record in an application such as Address Book, you can open the onscreen alphabetic and numeric 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. Chapter 1 Page 25 Note: You cannot enter Graffiti characters while using the onscreen keyboard. Alpha Tab Caps lock Caps shift Tap here to display alphabetic keyboard Numeric International Backspace Carriage return Tap here to display numeric keyboard Tap here to display international keyboard Graffiti writing Your organizer 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 Your organizer also includes Giraffe, a game you can use to practice writing Graffiti characters. 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. Page 26 Introduction to Your Palm VIITM Organizer To open Memo Pad: 1. Press the Memo Pad application button 2. Tap New. . Note: A blinking cursor appears on the first line of the new memo to indicate where new text will appear. New memo cursor Tap New Write in Graffiti area See "Using Graffiti writing to enter data" in Chapter 2 for more information. Using Palm Desktop software If you have new records you want to add to your organizer and prefer to use the computer keyboard rather than the onscreen keyboard, enter the data in the Palm Desktop software or the PIM you have installed to use with your organizer. If you already have data in a database on your computer, you can import it into Palm Desktop software. After the information is in Palm Desktop software, perform a HotSync operation to synchronize your organizer with your computer. See "Exchanging and updating data: HotSync operations" in Chapter 4 for more information. Chapter 1 Page 27 Importing data If you have data stored in computer applications such as spreadsheets and databases, or if you want to import data from another organizer, you can transfer the records to your organizer without having to key them in manually. See "Importing data" in Chapter 2 for more information. Page 28 Introduction to Your Palm VIITM Organizer Customizing your organizer You can customize your organizer by using the Preferences application. You can enter personal information such as your name and address; change the time and date, and view different date and time formats when you travel; turn off sounds; and configure your organizer to work with a modem or network. See Chapter 8 for more information on customizing your organizer. To open the Preferences screens: 1. Tap the Applications icon . . 2. Tap the Preferences (Prefs) 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 time and date give you an example of how to customize your organizer. You make changes to the time and date in General preferences. To set the current time: 1. Tap the Set Time box. Tap here 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 AM or PM. Note: Your organizer can also display time based on a 24-hour clock. See "Formats preferences" in Chapter 8 for more information. 5. Tap OK. Chapter 1 Page 29 To set the current date: 1. Tap the Set Date box. 2. Tap the arrows to select the current year. Tap arrows to select year Tap to select month Tap to select date 3. Tap a month. 4. Tap the current date. Page 30 Introduction to Your Palm VIITM Organizer Chapter 2 Entering Data in Your Palm VIITM Organizer This chapter explains how to enter data into your Palm VIITM organizer, 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 Graffiti characters 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). Chapter 2 Page 31 s Most characters require only a single stroke. When you lift the stylus from the Graffiti writing area, your organizer recognizes and displays the text character immediately. To accomplish single strokes, some Graffiti strokes are portions of the regular alphabet equivalents. 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 s 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 you 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. Page 32 Entering Data in Your Palm VIITM Organizer 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. That's all there is to it! When you lift the stylus from the screen, your organizer 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 organizer 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. Press firmly. 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. s s s s Chapter 2 Page 33 The Graffiti alphabet Letter A B C D E F G H I J K L M Strokes Letter N O P Q R S T U V W X Y Z Strokes Space Carriage Return Back Space Period tap twice Page 34 Entering Data in Your Palm VIITM Organizer 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 Tip: When Caps Shift is active, an "up arrow" symbol appears in the lower-right corner of the organizer 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 organizer 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. Chapter 2 Page 35 Graffiti numbers Number 0 1 2 3 4 Strokes Number 5 6 7 8 9 Strokes 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 Symbol Period . Comma , Apostrophe ' Question ? Exclamation ! Stroke Symbol Dash -- Left Paren ( Right Paren ) Slash / Dollar $ Stroke Page 36 Entering Data in Your Palm VIITM Organizer Additional Graffiti punctuation @ # % ^ &* < > -- + = | \ { } [ ] ~ ` ; : " tab Tip: When Punctuation Shift is active, you can make a symbol stroke anywhere in the Graffiti writing area (the letters or numbers side). Writing symbols and extended characters All symbols and extended characters begin with the stroke in the Graffiti writing area of your organizer: 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 = Chapter 2 ! ? + -- ,, , · TM ® © , ,, ° Page 37 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 Accent strokes a a a a a a Using these accent strokes, you can write the following accented letters: àáâãäåèéêëìíîïòóôõöùúûüýÿñ 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. Page 38 Entering Data in Your Palm VIITM Organizer 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 Next Field Open Address Record (Address Book only) Stroke 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 Chapter 2 Page 39 Your organizer includes the following predefined Graffiti ShortCuts: Entry Date stamp Time stamp Date/time stamp Meeting Breakfast Lunch Dinner ShortCut ds ts dts me br lu di Page 40 Entering Data in Your Palm VIITM Organizer Using the onscreen keyboard You can open the onscreen keyboard anytime you need to enter text or numbers on your organizer. Note that you cannot enter Graffiti characters while using the onscreen keyboard. To use the onscreen keyboard: 1. Open any application (such as Memo Pad). 2. Tap any record, or tap New. 3. Tap "abc" to open the alphabetic keyboard, or tap "123" to open the numeric keyboard. Tap here for alpha keyboard Tap here for numeric keyboard 4. Tap the characters to enter text and numbers. Note: The onscreen keyboard also includes a dialog box for international characters. You can switch among the three dialogs at any time to enter the exact text you need.