User manual PALM VISOR DELUXE

VisorTM Handheld User Guide Copyright Copyright © 1999-2000 Handspring, Inc. All rights reserved. Portions copyright © 19982000 Palm Computing, Inc. or its subsidiaries. All rights reserved. Handspring, Springboard, Visor, the Handspring logo, and the Springboard logo are trademarks of Handspring, Inc., and may be registered in some jurisdictions. Palm Computing, Graffiti, and HotSync are registered trademarks, and the HotSync logo, Palm OS, Palm, and the Palm Computing Platform logo, are trademarks of Palm Computing, Inc., or its subsidiaries. All other trademarks are the property of their respective owners. Disclaimer and limitation of liability Handspring, Inc. and its suppliers assume no responsibility for any damage or loss resulting from the use of this handbook. Handspring, Inc. and its suppliers assume no responsibility for any loss or claims by third parties which may arise through the use of this software. Handspring, Inc. and its suppliers assume no responsibility for any damage or loss caused by deletion of data as a result of malfunction, dead battery, or repairs. Be sure to make backup copies of all important data on other media to protect against data loss. Important: Please read the Handspring End User Software License Agreement before using the accompanying software program(s). Using any part of the software indicates that you accept the terms of the Handspring End User Software License Agreement. 3.5" software diskettes available PalmTM Desktop software is supplied on a CD-ROM disc. If you do not have access to a CD-ROM drive for your computer, you can download the Palm Desktop software from www.handspring.com or call to order the diskettes. Page ii Visor Handheld User Guide Contents About This Guide ....................................................................................... 1 Chapter 1: Introduction to Your Visor Handheld Getting to know your Visor handheld ...............................................3 What is a Visor handheld? ...............................................................3 System requirements ........................................................................4 Upgrade information ........................................................................5 Visor components .............................................................................6 Installing the batteries ........................................................................10 Tapping and typing ............................................................................11 Tap with the stylus to get things done .........................................11 Elements of the handheld interface ..............................................12 Opening applications .....................................................................13 Using menus ....................................................................................14 Three ways to enter data ................................................................16 Customizing your handheld..............................................................20 Palm Desktop software ..................................................................21 Connecting the cradle .....................................................................22 Using your handheld with Microsoft Outlook (Windows only) ...............................................................................23 Using your handheld with another PIM .....................................23 Installing a Springboard module ..................................................24 Chapter 2: Entering Data in Your Visor Handheld Using Graffiti writing to enter data ..................................................25 Writing Graffiti characters .............................................................25 Graffiti tips .......................................................................................27 The Graffiti alphabet .......................................................................28 Writing capital letters .....................................................................29 Writing numbers .............................................................................29 Graffiti numbers ..............................................................................30 Writing punctuation marks ...........................................................30 Writing symbols and extended characters ..................................31 Writing accented characters ..........................................................32 Accent strokes ..................................................................................32 Additional non-English characters ...............................................32 Navigation strokes ..........................................................................33 Graffiti ShortCuts ............................................................................33 Using the onscreen keyboard ...........................................................34 Using your computer keyboard ........................................................35 Importing data .....................................................................................35 Contents Page iii Chapter 3: Managing Your Applications Using the Applications Launcher..................................................... 37 Selecting applications ..................................................................... 37 Switching between applications ................................................... 37 Categorizing applications .............................................................. 37 Changing the Applications Launcher display ............................ 38 Choosing preferences ......................................................................... 39 Installing and removing applications .............................................. 40 Installing add-on applications ...................................................... 40 Installing games .............................................................................. 42 Removing applications .................................................................. 43 Removing Palm Desktop software ............................................... 43 Security................................................................................................. 44 Assigning a password .................................................................... 44 Changing or deleting a password ................................................ 45 Locking your handheld ................................................................. 45 Recovering from a forgotten password ....................................... 46 Chapter 4: Overview of Basic Applications Date Book ............................................................................................. 48 Date Book Plus .................................................................................... 49 Address Book ...................................................................................... 50 To Do List............................................................................................. 51 Memo Pad ............................................................................................ 52 Calculator............................................................................................. 53 CityTime............................................................................................... 54 Expense................................................................................................. 55 Chapter 5: Common Tasks Creating records.................................................................................. 57 Editing records .................................................................................... 58 Entering text .................................................................................... 58 Edit menu ......................................................................................... 58 Deleting records .................................................................................. 60 Other ways to delete records ........................................................ 60 Purging records................................................................................... 61 Exchanging and updating data: HotSync operations.................... 62 Performing a HotSync operation for the first time .................... 62 Categorizing records .......................................................................... 64 System-defined and user-defined categories ............................. 64 Finding records ................................................................................... 68 Looking up Address Book records .............................................. 68 Using Find ....................................................................................... 69 Using Phone Lookup ...................................................................... 70 Page iv Visor Handheld User Guide Sorting lists of records ........................................................................73 Making records private ......................................................................74 Hiding private records ...................................................................74 Attaching notes ....................................................................................76 Choosing fonts .....................................................................................77 Chapter 6: Application Specific Tasks Date Book .............................................................................................80 Scheduling an event ........................................................................80 Rescheduling an event ...................................................................84 Setting an alarm for an event ........................................................84 Scheduling repeating or continuous events ................................85 Changing the Date Book view .......................................................87 Working in Week View ..................................................................87 Working in Month View ................................................................89 Spotting event conflicts ..................................................................89 Date Book menus ............................................................................90 Date Book Plus.....................................................................................93 Working in Week View with Text ................................................93 Working in Year View ....................................................................94 Working in List View .....................................................................95 Working with floating events ........................................................95 Working with To Do List items .....................................................97 Using the Daily Journal ..................................................................98 Using templates ...............................................................................99 Using snooze alarms .....................................................................100 Selecting the default Date Book ..................................................100 Date Book Plus menus ..................................................................100 Address Book .....................................................................................110 Creating an Address Book entry .................................................110 Selecting types of phone numbers ..............................................111 Changing Address Entry details .................................................112 Address Book menus ....................................................................113 To Do List ...........................................................................................115 Setting priority ...............................................................................115 Checking off a To Do List item ....................................................116 Changing To Do List item details ...............................................116 Setting a due date ..........................................................................117 To Do Show Options .....................................................................118 To Do List menus ..........................................................................119 Memo Pad...........................................................................................120 Reviewing memos .........................................................................121 Memo Pad menus .........................................................................121 Page v Calculator........................................................................................... 123 Selecting the Calculator mode .................................................... 123 Using the Basic Calculator buttons ............................................ 123 Displaying Recent Calculations .................................................. 124 Using the Advanced Calculator mode ...................................... 124 Using the Advanced Calculator buttons ................................... 125 Creating a custom view ............................................................... 133 Calculator menus .......................................................................... 134 CityTime............................................................................................. 135 Setting your home city ................................................................. 135 Selecting remote cities .................................................................. 136 Adding cities ................................................................................. 136 CityTime menus ............................................................................ 137 Expense............................................................................................... 138 Changing the date of an Expense item ...................................... 139 Entering receipt details ................................................................ 139 Customizing the Currency pick list ........................................... 140 Show Options ................................................................................ 142 Transferring your data to Microsoft Excel ................................ 143 Expense menus ............................................................................. 147 Chapter 7: Communicating Using Your Handheld Managing desktop E-Mail away from your desk ........................ 149 Setting up Mail on the desktop ................................................... 150 Synchronizing Mail with your E-Mail application .................. 152 Opening the Mail application on your handheld .................... 152 Viewing e-mail items ................................................................... 152 Creating e-mail items ................................................................... 153 Looking up an address ................................................................ 156 Adding details to e-mail items ................................................... 157 Storing e-mail to be sent later ..................................................... 160 Editing unsent e-mail ................................................................... 160 Draft e-mail .................................................................................... 161 Filing e-mail ................................................................................... 162 Deleting e-mail .............................................................................. 163 Removing e-mail from the Deleted folder ................................ 163 Purging deleted e-mail ................................................................. 164 Message List options .................................................................... 164 HotSync options ............................................................................ 166 Creating special filters ................................................................. 167 Truncating e-mail items ............................................................... 171 Mail menus .................................................................................... 172 Beaming information........................................................................ 173 Page vi Visor Handheld User Guide Chapter 8: Advanced HotSync® Operations Selecting HotSync setup options.....................................................177 Customizing HotSync application settings ...................................180 Conducting a HotSync operation via modem...............................182 Preparing your computer ............................................................182 Preparing your handheld .............................................................183 Selecting the conduits for a modem HotSync operation .........185 Performing a HotSync operation via a modem ........................186 Conducting a HotSync operation via a network ..........................186 Connecting to your company's dial-in server ...........................186 Using File Link...................................................................................188 Creating a user profile ......................................................................189 Chapter 9: Setting Preferences for Your Handheld Viewing preferences .........................................................................191 Buttons preferences...........................................................................192 Pen preferences ..............................................................................192 HotSync buttons preferences .......................................................194 Digitizer preferences.........................................................................194 Formats preferences ..........................................................................194 Country default .............................................................................195 Time, date, week start, and numbers formats ...........................195 General preferences...........................................................................196 Auto-off delay ................................................................................196 System, alarm, and game sounds ...............................................197 Modem preferences...........................................................................198 Network preferences and TCP/IP software..................................199 Selecting a service .........................................................................199 Entering a user name ....................................................................200 Entering a password .....................................................................201 Adding telephone settings ...........................................................202 Connecting to your service ..........................................................205 Creating additional service templates .......................................205 Adding detailed information to a service template .................206 Creating a login script ..................................................................209 Deleting a service template ..........................................................210 Network preferences menu commands .....................................211 TCP/IP troubleshooting ...............................................................211 Owner preferences ............................................................................213 ShortCuts preferences.......................................................................214 Creating a ShortCut ......................................................................214 Editing a ShortCut ........................................................................215 Deleting a ShortCut ......................................................................215 Page vii Appendix A: Maintaining Your Handheld Caring for your handheld................................................................ 217 Battery considerations...................................................................... 218 Resetting your handheld ................................................................. 219 Performing a soft reset ................................................................. 219 Performing a hard reset ............................................................... 220 Appendix B: Troubleshooting Tips Software installation problems ....................................................... 223 Operating problems.......................................................................... 223 Tapping and writing problems....................................................... 225 Application problems....................................................................... 226 HotSync problems ............................................................................ 227 Beaming problems ............................................................................ 231 Password problems .......................................................................... 232 Technical support ............................................................................. 233 Appendix C: Creating a Custom Expense Report About mapping tables...................................................................... 235 Customizing existing sample templates........................................ 236 Determining the layout of the Expense Report ............................ 237 Labels .............................................................................................. 237 Sections ........................................................................................... 238 Analyzing your custom Expense Report....................................... 239 Programming the mapping table ................................................... 240 Using applications other than Microsoft Excel............................. 244 Expense file details ........................................................................... 245 Appendix D: Non-ASCII Characters for Login Scripts Use of ^char ....................................................................................... 247 Carriage return and line feed .......................................................... 247 Literal characters............................................................................... 248 Warranty and Other Product Information Handspring, Inc., Limited Warranty ............................................. 249 Handspring, Inc., End User Software License Agreement ......... 252 GNU Library General Public License ........................................ 254 FCC Statement................................................................................... 261 Canadian RFI Statement .................................................................. 261 Acknowledgments............................................................................ 262 Index ........................................................................................................263 Page viii Visor Handheld User Guide About This Guide Welcome to the VisorTM handheld computer. This guide is designed to help you get up and running quickly on your handheld. It describes all you need to know about how to use your Visor handheld and the applications that come with it. It walks you through: s s s s Locating all the parts of your handheld Viewing and entering data Using your handheld with your computer Personalizing your handheld with your own preference settings After you become familiar with the basic functionality of your Visor handheld, you can use the rest of this guide as a reference for less common tasks, for maintaining your Visor handheld, and also as a source of information if you have problems operating it. About This Guide Page 1 Page 2 Chapter 1 Introduction to Your Visor Handheld This chapter explains the physical buttons and controls on your Visor handheld computer, how to use your Visor handheld for the first time, and how to use HotSync® technology to synchronize your Visor handheld and PalmTM Desktop software. Getting to know your Visor handheld What is a Visor handheld? With your Visor handheld, you will no longer have trouble getting to meetings and appointments on time, remembering people's names and personal details, or keeping track of all the items on your to do list. The Visor handheld can help you improve your track record in all these areas, both at work and at home. You can enter all your schedule details in Date Book 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. To make sure you don't lose any of this important information, you can synchronize your data with Palm Desktop software on your computer so you always have a backup copy. You can set different levels of security for your Visor handheld so unauthorized eyes cannot view your data. When you are out of the office, track your expenses for your expense reports; then transfer the data to your computer to print it out. You can write, edit, and view your e-mail, and then synchronize your e-mail with your desktop E-Mail application when you return to your office. Chapter 1 Page 3 System requirements To install and operate Palm Desktop software, your computer system must meet the following requirements: Windows minimum requirements s Windows 98 or later (for USB cradle) --or-Windows 95 or Windows NT 4.0 (for serial cradle) IBM-compatible 486 (or higher) computer 8 MB RAM (memory) minimum, 16 MB recommended 25 MB available hard disk space VGA monitor or better CD-ROM drive (you can also download the Palm Desktop software from http://www.handspring.com, or order 3.5" diskettes from Handspring) Mouse USB port (for USB cradle) Serial port (for serial cradle) s s s s s s s Macintosh minimum requirements s MacOS 8.1 or later (for USB cradle) --or-MacOS 7.53 or later (for serial cradle) Apple Macintosh or compatible computer with a PowerPC processor 8 MB RAM (memory) minimum, 16 MB recommended 25 MB available hard disk space VGA monitor or better CD-ROM drive Mouse USB port (for USB cradle) Serial port (for serial cradle) s s s s s s s Optional equipment s s Modem (such as a SpringboardTM modem) Springboard expansion modules Page 4 Introduction to Your Visor Handheld Upgrade information If you already own a handheld that is compatible with the Palm Computing® platform, Handspring recommends that you install the version of Palm Desktop software that comes with your Visor handheld into the same folder as your current Palm Desktop software. When you install the new version in the same folder as the previous version, all your data is preserved. If you use another personal information manager (PIM), you still need to install Palm Desktop software in order to update the HotSync Manager on your computer. You perform HotSync operations in exactly the same way, so you can quickly synchronize your old data with your new handheld. To upgrade: 1. Synchronize your old handheld with your old Palm Desktop software. This ensures that the latest information from your handheld is on your desktop computer. 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. Follow the installation instructions in "Installing Palm Desktop software" later in this chapter. Be sure to install the new software in the same folder as the old software. 4. To prepare for the first HotSync operation that synchronizes your new handheld with your new Palm Desktop software, go to the HotSync Manager and choose Custom. Note: Be sure your username appears in the box at the top of the Custom dialog box. If not, select your username. 5. For all conduits, click Change and select the option Desktop overwrites handheld. Then click Done. See "Customizing HotSync application settings" in Chapter 6 for more information. 6. Place your new handheld in the cradle and press the HotSync button. If the Select User dialog box appears, select your username. 7. Compare the applications on your old and new handhelds. 8. Beam any third party applications that did not transfer from your old handheld to your Visor handheld, or install them from the original files. Chapter 1 Page 5 Each handheld must have a unique name After you complete the upgrade process described above, you have two handhelds with the same name. This is an undesirable situation. Each handheld must have a unique name in order to prevent unexpected results during HotSync operations and other complications. We strongly recommend that you perform a hard reset on your old handheld. See "Performing a hard reset" in Appendix A for details. A hard reset not only erases all data from the old handheld; it also erases the name and makes that handheld a clean slate, ready to receive a new name. The next time you perform a HotSync operation with this old handheld, you are asked to give it a name. Be sure to give it a unique name. Visor components Locating front panel controls Screen Contrast control Graffiti writing area Power button, Backlight control Application buttons Microphone Scroll buttons Visor handheld screen Graffiti® writing area Displays the applications and information stored in your Visor handheld. It is touch-sensitive and responds to the stylus. The area where you write letters and numbers using the Graffiti® alphabet. See Chapter 2 to learn how to write Graffiti characters. Page 6 Introduction to Your Visor Handheld Application buttons Activates the individual applications that correspond to the icons on the buttons: Date Book, Address Book, To Do List, and Memo Pad. See "Buttons preferences" in Chapter 9 for details on reassigning these buttons to activate any application on your Visor handheld. Tip: If your Visor handheld is turned off, pressing any application button activates the handheld and opens the corresponding application. Scroll buttons Displays text and other information that extends beyond the area of the Visor handheld screen. Pressing the bottom scroll button scrolls down to view information below the viewing area, and pressing the top scroll button scrolls up to view the information above the viewing area. Displays the contrast control screen where you can adjust the appearance of the screen for the clearest screen display. Depending on the lighting conditions or temperature of the environment where you use your handheld, you may need to adjust the contrast. To adjust the contrast, drag the slider or tap the arrows to increase or decrease the contrast. To fine tune the contrast, press the scroll buttons on the front panel of your handheld. Contrast Control Power button/ backlight control Turns your Visor handheld on or off and controls the backlight feature. If your Visor handheld is turned off, pressing the power button turns the unit on and returns you to the last screen you viewed. If your Visor handheld is turned on, pressing the power button turns the unit off. Holding the power button down for about two seconds turns the backlight on or off. Microphone Records sounds for use with applications that support this feature. Chapter 1 Page 7 Using the backlight If you have difficulty seeing the information on your Visor handheld, you can use the backlight to illuminate your screen. To activate the backlight: s Press the power button and hold it down for about two seconds. Release the button when the backlight turns on. In addition, you can assign the full-screen pen stroke to activate the backlight. See "Pen preferences" in Chapter 9 for more information. Tip: To turn off the backlight: s Press and hold the power button for about two seconds. The backlight also turns off automatically (after a period of inactivity) with the Auto-off feature. See "General preferences" in Chapter 9 for more information. Protective cover The cover protects the Visor handheld screen when it is not in use. To remove the cover: 1. Unclip the top of the cover from your handheld. 2. Lift the cover off your handheld. To reattach the cover: 1. Insert the pegs on the bottom of the cover into the holes on the bottom of your handheld. 2. Gently press the top of the cover onto your handheld until it clicks into place. Unclip top edge to remove cover Align pegs to replace cover Page 8 Introduction to Your Visor Handheld Locating back panel components Springboard expansion slot protector Stylus IR port Reset button Battery door USB and serial connector Springboard expansion slot protector Stylus Slides in and out of the Springboard expansion slot. You can replace the slot protector with a Springboard expansion module to add features to your handheld. Slides in and out of the slot in the back panel of the handheld. To use the stylus, remove it from the slot and hold it as you would a pen or pencil. Uses infrared technology to transmit data to and receive data from other Palm Computing® platform devices. See "Beaming information" in Chapter 7 for more information. Under normal use, you should not have to use the reset button. See Appendix A for information about when and how to use the reset button. Covers the batteries that power your handheld. The connector that connects your handheld to the cradle, which in turn connects to a USB port or serial port on your computer. This allows you to update the information between your handheld and computer using HotSync technology. IR port Reset button Battery door USB and serial connector Chapter 1 Page 9 Installing the batteries To use your Visor handheld, you must install two AAA alkaline batteries. The batteries fit behind the battery door on the back of the handheld. See "Battery considerations" in Appendix A for more information. To install the batteries: 1. Press the latch on the battery door and lift the battery door away from your handheld. 2. Install the two AAA alkaline batteries supplied with your handheld into the battery compartment. Note: A diagram in the interior of the battery compartment shows + and - ends of the batteries. When correctly installed, the clips in the battery compartment secure the batteries in place. 3. Insert the battery door back into place so that it is flush with the back of your handheld and "clicks" into position. Important: Do not force the battery door. When the batteries are correctly installed, the battery door clips smoothly into place. If you feel resistance when replacing the door, make sure the door is aligned with the slots on the back of your handheld, and that the batteries are firmly seated in the battery compartment. Page 10 Introduction to Your Visor Handheld Tapping and typing Tap with the stylus to get things done Like using a mouse to click elements on a computer screen, using the stylus to tap elements on your handheld screen is the basic action that gets things done on your handheld. The first time you start your Visor handheld, setup instructions appear on the screen. These instructions include a calibration screen, or digitizer. Calibration aligns the internal circuitry of your handheld with its touch-sensitive screen so that when you tap an element on the screen, the handheld can detect exactly which task you want to perform. Important: Always use the point of the stylus for tapping or making strokes on the handheld screen. Never use an actual pen, pencil, or other sharp object to write on the handheld screen. With your handheld turned on, you can tap the handheld screen to perform many operations, such as the following: s s s s s Open applications Choose menu commands Initiate a global Find operation Select options in dialog boxes Open the onscreen keyboards Just as you can drag the mouse to select text or move objects on your computer, you can also drag the stylus to select text. You can also use the stylus to drag the slider of any scroll bar. Chapter 1 Page 11 Elements of the handheld interface Menu bar Pick list Check box Icons Command buttons Menu bar Command buttons Icons A set of commands that are specific to the application. Not all applications have a menu bar. Tap a button to perform a command. Command buttons appear in dialog boxes and at the bottom of application screens. Tap the icons to open applications Calculator . , menus , , and to find text anywhere in your data abc 123 Check box With the cursor in an input field, tap the dot to activate the alphabetic keyboard. With the cursor in an input field, tap the dot to activate the numeric keyboard. When a check mark appears in a check box, the corresponding option is active. If a check box is empty, tapping it inserts a check mark. If a check box is checked, tapping it removes the check mark. Tap the arrow to display a list of choices, and then tap an item in the list to select it. Pick list Page 12 Introduction to Your Visor Handheld Previous/next arrows Scroll bar Next/ previous arrows Scroll bar Tap the up and down arrows to display the previous and next page of information; tap the left and right arrows to display the previous and next record. 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 scroll buttons on the front panel of your handheld. Opening applications You can use the Applications Launcher to open any application installed on your handheld. You can also open the four main applications -- Date Book, Address Book, To Do List, and Memo Pad -- with the application buttons on the front panel of your handheld. Tip: When you press an application button on the front panel, you have instant access to the selected application. You don't even need to turn on your handheld first. In addition to providing a way for you to open applications, the Applications Launcher displays the current time, battery level, and application category. Chapter 1 Page 13 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 Visor handheld, tap the scroll bar to see all of your applications. Tip: To find an application quickly, you can write the Graffiti character for the first letter of its name. The Applications Launcher scrolls to the first application with a name that begins with that letter. You can also assign application icons to different categories. See "Categorizing applications" in Chapter 3. Using menus Menus on your handheld are easy to use. Once you have mastered them in one application, you can use them the same way in all other applications. The menus of each application are illustrated in the section on that application in Chapter 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 . Page 14 Introduction to Your Visor Handheld 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. Also, the menus and menu commands vary depending on which part of the application you're using. For example, in Memo Pad, the menus are different for the Memo List screen and the Memo screen. Graffiti menu commands Most menu commands have an equivalent Graffiti Command stroke, which is similar to the keyboard shortcuts used to execute commands on computers. The command letters appear to the right of the command names. Menu commands Command letters To use the Graffiti menu commands, the menu bar must be closed. Chapter 1 Page 15 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 handheld contain an online Tips icon in the upper-right corner. Online tips anticipate questions you have in a dialog box, provide shortcuts for using the dialog box, or give you other useful information. To display an online tip: 1. Tap the Tips icon . 2. After you review the tip, tap Done. Three ways to enter data There are three ways to enter data into your Visor handheld: s s s Using the onscreen keyboard Using Graffiti writing Entering or importing data in Palm Desktop software and then synchronizing with your handheld Introduction to Your Visor Handheld Page 16 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. 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 Visor handheld includes Graffiti writing software as the primary system for entering text and numbers. With Graffiti writing, you write simple strokes with the stylus and they are instantly recognized as letters or numbers. Chapter 1 Page 17 Write letters here Write numbers here Division marks Your Visor handheld also includes Giraffe, a game you can use to practice Graffiti writing. See "Installing and removing applications" in Chapter 3 for installation instructions. The Memo Pad application is ideal for practicing Graffiti writing. This section explains how to open Memo Pad and use it to practice Graffiti writing. To open Memo Pad: 1. 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. Page 18 Introduction to Your Visor Handheld Using Palm Desktop software If you have new records you want to add to your Visor handheld 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 handheld. After the information is in Palm Desktop software, perform a HotSync operation to synchronize your handheld with your computer. See "Exchanging and updating data: HotSync operations" in Chapter 5 for more information. HotSync button Importing data If you already have data in a database on your computer, you can import it into the Palm Desktop software. You can import data stored in computer applications such as spreadsheets and databases, or data from another handheld that is compatible with the Palm Computing platform. When you import data, you transfer the records to your Visor handheld without having to enter them manually. See "Importing data" in Chapter 2 for more information. Chapter 1 Page 19 Customizing your handheld You can customize your handheld by using the Preferences application. You can enter personal information such as your name and address; change the time and date; view different date and time formats when you travel; turn off sounds; and configure your handheld to work with a modem or network. See Chapter 9 for more information on customizing your handheld. To open the Preferences screens: 1. Tap the Applications icon 2. Tap the Preferences icon . . 3. Tap the category pick list in the upper-right corner of the screen. 4. Tap the Preferences category you want to view. The following procedures for setting the time and date give you an example of how to customize your handheld. 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 minute number, and then tap the arrows to change them. 4. Tap AM or PM. Note: Your handheld can also display time based on a 24-hour clock. See "Formats preferences" in Chapter 9 for more information. 5. Tap OK. Page 20 Introduction to Your Visor Handheld 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. Palm Desktop software Palm Desktop software includes the same main applications as your Visor handheld: Address Book, Date Book, To Do List, Memo Pad, Expense, and desktop e-mail connectivity. You can use the HotSync feature of this software to back up and exchange data between your handheld and your computer. It is a good idea to back up your data in case something happens to the data on your Visor handheld. Changes you make on your Visor handheld or Palm Desktop software appear in both places after you synchronize. With Palm Desktop software, you can do the following: s Work with your Visor handheld applications on your computer. Palm Desktop software duplicates the Date Book, Address Book, To Do List, and Memo Pad applications on your handheld, so you can view, enter, and modify any data stored on your handheld. Back up the data stored on your handheld with HotSync technology and synchronize the data on your Palm Desktop software. Synchronization is a one-step procedure that ensures your data is always safe and up-to-date. See "Exchanging and updating data: HotSync operations" in Chapter 5 for more information. s Chapter 1 Page 21 s Import and export data, so you can easily transfer data from other desktop applications into any of your main applications. 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 Connecting the cradle The cradle that comes with your Visor handheld enables you to synchronize the information on your Visor handheld with the Palm Desktop software using HotSync technology. Note: If your computer does not have a USB port, or it uses Windows 95, Windows NT, or MacOS 8.0 or earlier, you need a serial cradle to connect to your computer. You can purchase a serial cradle from http://www.handspring.com. To connect the cradle: 1. Plug the cable from the Visor handheld cradle into the USB port or serial port on your computer. Shown with USB port Note: If you are unsure about the exact location of the USB port or serial port on your computer, refer to the manual supplied with the computer. 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. Note: You must install the software that comes with your Visor handheld even if you already installed Palm Desktop software for a previous Palm organizer. Page 22 Introduction to Your Visor Handheld To ensure a safe and uninterrupted installation of Palm Desktop software, please do the following before installing: s If you are installing from diskettes (rather than the CD-ROM included in the box), make sure the original Palm Desktop software diskettes are write-protected, and then make backup copies of them. When you finish, use the copies to install the software, and store the original diskettes in a safe place. Refer to your computer's manual or operating system documentation if you need information about locking or copying diskettes. 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 To install Palm Desktop software: 1. Exit any open programs, including those that run at startup such as Microsoft Office, and disable any virus-scanning software. 2. Insert the Palm Desktop software CD-ROM into the computer's CD-ROM drive. 3. When the menu screen appears, click the Install Organizer Software for Your PC button to begin the installation procedure. 4. Follow the onscreen instructions to complete the installation. Using your handheld with Microsoft Outlook (Windows only) The software that comes with your Visor handheld includes everything you need to synchronize your handheld with Microsoft Outlook. If you already have Microsoft Outlook installed on your computer, the installation program prompts you to choose the Microsoft Outlook synchronization option. Using your handheld with another PIM If you prefer to use another personal information manager (PIM), such as Lotus Notes, you can use it if third-party connection software, called a conduit, is available for your PIM. You must install the software that came with your Visor handheld along with the conduit for your PIM to synchronize the data between your handheld and your PIM. For information on conduit software, go to this web site: http://www.handspring.com. Chapter 1 Page 23 Installing a Springboard module Springboard expansion modules enable you to extend the functions of your handheld. To install a Springboard module, simply remove the slot protector and insert the module in the Springboard expansion slot until the connectors are secure. Page 24 Introduction to Your Visor Handheld Chapter 2 Entering Data in Your Visor Handheld This chapter explains how to enter data into your Visor handheld computer, by writing with the stylus in the Graffiti® writing area, by using the onscreen keyboard, by using the computer keyboard, or by importing data from another application. Using Graffiti writing to enter data Chapter 1 introduced Graffiti writing and briefly described how to use it to enter text in your applications. In this section, you learn the procedures for creating letters, numbers, punctuation, and symbols as well as some Graffiti tips and tricks. Writing Graffiti characters Most people find they can enter text quickly and accurately with only minutes of practice. Graffiti writing includes any character you can type on a standard keyboard. The Graffiti strokes closely resemble the uppercase letters of the regular alphabet, which makes Graffiti writing easy to learn. There are four basic concepts for success with Graffiti writing: s If you draw the character shape exactly as shown in the tables later in this chapter (like the shapes shown in the following diagram), you achieve 100% accuracy. s The heavy dot on each shape shows where to begin the stroke. Certain characters have similar shapes, but different beginning and end points. Always begin the stroke at the heavy dot (you should not create the heavy dot; it is only there to show you where to begin the stroke). Chapter 2 Page 25 s Most characters require only a single stroke. When you lift the stylus from the Graffiti writing area, your handheld 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 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 26 Entering Data in Your Visor Handheld 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 handheld recognizes your stroke immediately and prints the letter at the insertion point on the screen. As soon as you lift the stylus from the screen, you can begin the stroke for the next character you want to write. Important: You must begin the character strokes in the Graffiti writing area. If you do not make Graffiti strokes in the Graffiti writing area, your handheld does not recognize them as text characters. Graffiti tips When using Graffiti writing, keep these tips in mind: s Accuracy improves when you write large characters. You should draw strokes that nearly fill the Graffiti writing area. To delete characters, simply set the insertion point to the right of the character you want to delete and make the backspace stroke (a line from right to left) in the Graffiti writing area. Write at natural speed. Writing too slowly can generate recognition errors. Do not write on a slant. Vertical strokes should be parallel to the sides of the Graffiti writing area. Press firmly. s s s s Chapter 2 Page 27 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 28 Entering Data in Your Visor Handheld 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 handheld screen. If you accidentally activate Caps Shift, backspace will cancel it. Caps Shift To enter only capital letters (Caps Lock): s Use the Caps Lock stroke: Caps Lock Tip: When Caps Lock is active, an underlined "up arrow" symbol appears in the lower-right corner of the handheld screen. To return to lowercase, make the Caps Shift stroke. Caps Lock Writing numbers Writing numbers with Graffiti writing is similar to writing letters of the alphabet, except that you make the character strokes on the righthand side (numbers side) of the Graffiti writing area. Chapter 2 Page 29 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 Note: When Punctuation Shift is active, you can make a symbol stroke anywhere in the Graffiti writing area (the letters or numbers side). Page 30 Entering Data in Your Visor Handheld Symbol Period . Comma , Apostrophe ' Question ? Exclamation ! Stroke Symbol Dash -- Left Paren ( Right Paren ) Slash / Dollar $ Stroke Additional Graffiti punctuation @ # % ^ &* < > ­ + = | \ { } [ ] ~ ` ; : " tab Writing symbols and extended characters All symbols and extended characters begin with the stroke in the Graffiti writing area of your handheld: Symbol Shift When the Symbol Shift is active, a slanted shift symbol appears in the lower-right corner of the screen. The next stroke that you make creates the symbol or extended character. Symbol Shift Chapter 2 Page 31 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: àáâãäåèéêìíîïòóôõöùúûüÿýñ Additional non-English characters You can write the following characters in the lowercase alphabet mode 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 32 Entering Data in Your Visor Handheld Navigation strokes In addition to character symbols, Graffiti writing includes special strokes that you can use to navigate within text or fields in your applications. Command Move cursor right Move cursor left Previous field (Address Book only) Next Field (Address Book only) Open Address Record (Address Book only) Stroke 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 9 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 33 Your handheld 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 Using the onscreen keyboard You can open the onscreen keyboard anytime you need to enter text or numbers on your handheld. 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. 5. After you finish, tap Done to close the onscreen keyboard and place the text in the record. Page 34 Entering Data in Your Visor Handheld Using your computer keyboard If you have a lot of data to enter, or prefer to use the computer keyboard, you can use PalmTM Desktop software, or any supported PIM, to enter information. You can then perform a HotSync® operation to synchronize the information on your computer with the information on your handheld. All the main applications on your handheld are available in Palm Desktop software and in most PIMs. Refer to Palm Desktop online Help for more information on entering data on your computer. Importing data If you have data stored in computer applications such as spreadsheets and databases, or if you want to import data from another handheld that is compatible with the Palm Computing® platform, you can transfer the data to your Visor handheld without having to key it in manually. Save the data in one of the file formats listed below, import it into Palm Desktop software, and then perform a HotSync operation to transfer the data to your handheld. Palm Desktop software can import data in the following file formats: s s s s s s s Comma delimited (.csv, .txt): Address Book and Memo Pad only Tab delimited (.tab, .tsv, .txt): Address Book and Memo Pad only CSV (Lotus Organizer 2.x/97 Mapping): Address Book only Date Book archive (.dba) Address Book archive (.aba) To Do List archive (.tda) Memo Pad archive (.mpa) Archive formats can only be used with Palm Desktop software. Use the archive file formats to share information with other people who use handhelds compatible with the Palm Computing® platform or to create a copy of your important Palm Desktop information. Chapter 2 Page 35 To import data: 1. Open Palm Desktop software. 2. Click the application into which you want to import data. 3. If you are importing records that contain a field with category names, do the following: Select All in the Category box. Be sure that the same categories that appear in the imported file also exist in the application. If the categories do not exist, create them now; otherwise, the records are imported into the Unfiled category. 4. From the File menu, choose Import. 5. Select the file you want to import. 6. Click Open. 7. To import data into the correct Palm Desktop fields, drag fields in the left-hand column so that they are opposite the corresponding imported field on the right. 8. If you do not want to import a field, deselect the check box for that field. 9. Click OK. The imported data is highlighted in the application. 10. To add the imported data to your handheld, perform a HotSync operation. See Palm Desktop online Help for more information on importing and exporting data. Page 36 Entering Data in Your Visor Handheld Chapter 3 Managing Your Applications This chapter explains how to switch between applications on your Visor handheld computer, how to change application settings so they are personalized to your work methods, and how to categorize applications so you view them in related groups. Using the Applications Launcher To open the Applications Launcher, tap the Applications icon . Selecting applications Your Visor handheld is equipped with a variety of applications. All the applications installed on your handheld appear in the Applications Launcher. See "Opening applications" in Chapter 1 for details. Switching between applications When working in any application, tap the Applications icon or press an application button on the front panel of your handheld to switch to another application. Your handheld automatically saves your work in the current application and displays it when you return to that application. Categorizing applications The category feature enables you to manage the number of application icons that appear onscreen in the Applications Launcher. You can assign an application to a category and then display a single category or all your applications. Chapter 3 Page 37 To categorize an application: 1. Tap the Applications icon 2. Tap the Menu icon . . 3. Tap App, and then tap Category. 4. Tap the pick list next to each application to select a category. Tip: To create a new category, tap Edit Categories from the pick list. Tap New, enter the category name, and then tap OK to add the category. Tap OK. 5. Tap Done. To display applications by category: 1. Tap the Applications icon 2. Do one of the following: . Tap the Applications icon repeatedly to cycle through all your categories. Tap the pick list in the upper-right corner of the screen and select the category you want to display. Changing the Applications Launcher display By default, the Applications Launcher displays each application as an icon. As an alternative, you can choose to show a list of applications. You can also choose to view the same category of applications each time you open the Applications Launcher. Page 38 Managing Your Applications To change the Applications Launcher display: 1. Tap the Applications icon 2. Tap the Menu icon . . 3. Tap Options, and then tap Preferences. 4. Tap the View By pick list and select List. 5. Tap OK. To open the Applications Launcher to the last opened category: 1. Tap the Applications icon 2. Tap the Menu icon . . 3. Tap Options, and then tap Preferences. 4. Tap the Remember Last Category check box to select it. 5. Tap OK. Choosing preferences You can set options that affect an entire application in the application's Preferences dialog box. To change preferences for an application: 1. Open an application. 2. Tap the Menu icon . 3. Tap Options, and then tap Preferences. Note: 5. Tap OK. Chapter 3 Page 39 Not all applications have a Preferences command. 4. Make changes to the settings. Installing and removing applications This section explains how to install and remove applications on your Visor handheld and how to remove PalmTM Desktop software from your computer. Installing add-on applications Your Visor handheld comes with the Date Book, Date Book Plus, Address Book, To Do List, Memo Pad, Expense, Calculator, City Time, and Mail applications installed and ready to use. You can also install additional applications on your handheld, such as games and other software. The Install Tool makes it easy to install software on your Visor handheld during a HotSync® operation. There are a variety of third-party applications available for your Visor handheld. To learn more about these applications, go to the web site: http://www.handspring.com. Note: Any game or application that you install on your handheld resides in RAM memory; you can delete them at any time. To install add-on software on your handheld: 1. On your computer, copy or download the application you want to install into the add-on folder in your Palm Desktop directory on your computer. Note: If the software you download is compressed, you need to decompress it into this folder. If you prefer to place the application into another folder, you need to navigate to that folder before you complete step 5. 2. Double-click the Palm Desktop icon on your desktop. Page 40 Managing Your Applications 3. Click Install. Tip: You can also access the Install Tool dialog by selecting Install Tool from the Palm Desktop program group or by double-clicking any file with a PRC file extension.