User manual PALMONE TUNGSTEN T5

User Guide Copyright and Trademark © 2004-2006 palmOne, Inc. All rights reserved. palmOne, Tungsten, the Tungsten logo, "T" (Stylized), Addit, Blazer, Graffiti, HotSync, the HotSync logo, Palm, Palm Powered, Palm OS, the Palm logo, and VersaMail are among the trademarks or registered trademarks owned by or licensed to palmOne, Inc. All other brand and product names are or may be trademarks of, and are used to identify products or services of, their respective owners. palmOne, Inc. uses the Bluetooth wireless technology trademark under express license from Bluetooth SIG, Inc. RealPlayer is a trademark or registered trademark of RealNetworks, Inc. MPEG Layer-3 audio decoding technology is licensed from Fraunhofer IIS and Thomson. This product includes technology owned by Microsoft Corporation and cannot be used or distributed without a license from Microsoft Licensing, GP . Disclaimer and Limitation of Liability palmOne, Inc. assumes no responsibility for any damage or loss resulting from the use of this guide. palmOne, Inc. assumes no responsibility for any loss or claims by third parties which may arise through the use of this software. palmOne, Inc. assumes no responsibility for any damage or loss caused by deletion of data as a result of malfunction, dead battery, or repairs. Be sure to make backup copies of all important data on other media to protect against data loss. [ ! ] IMPORTANT Please read the End User Software License Agreement with this product before using the accompanying software program(s). Using any part of the software indicates that you accept the terms of the End User Software License Agreement. Software Download Available Palm® Desktop software is supplied on a CD. If you do not have access to a CD drive for your computer, you can download Palm Desktop software from www.palmOne.com/intl/support v. 1.1 TungstenTM T5 Handheld ii Table of Contents About This Guide ..................................................................xx Tips for viewing this guide.........................................................................xx What's in this guide? .................................................................................xxi Step-by-step instructions................................................................... xxi Links..................................................................................................... xxi Sidebars.....................................................................................................xxii Chapter 1: Setting Up Your Handheld and Your Computer .1 What's in the box? ........................................................................................2 System requirements ...................................................................................2 Step 1: Charging your handheld..................................................................4 What you should know about your handheld's battery..................... 5 Step 2: Turning on your handheld for the first time ..................................6 Step 3: Installing your software ...................................................................7 Step 4: Connecting your handheld to your computer ...............................8 Switching to another desktop software application ................................10 Using user profiles......................................................................................11 Creating a user profile .........................................................................12 Synchronizing with a user profile ......................................................14 Related topics..............................................................................................17 Chapter 2: Basics ...................................................................18 Locating the controls on your handheld...................................................19 Front panel controls ............................................................................ 19 Top and side panel controls ............................................................... 20 Back panel controls ............................................................................. 21 Using the status bar....................................................................................22 Rotating the screen.....................................................................................23 What's on the screen? ................................................................................24 Input area ............................................................................................. 24 TungstenTM T5 Handheld iii Application controls ............................................................................ 25 What software is on my handheld?...........................................................26 What's on the CD? ......................................................................................28 Related topics..............................................................................................31 Chapter 3: Moving Around in Applications.........................33 Opening applications..................................................................................34 Using Favorites.................................................................................... 34 Using Applications .............................................................................. 35 Using Files............................................................................................ 36 Working with files and folders ........................................................... 38 Sorting Files ......................................................................................... 40 Opening files and folders from within an application...................... 41 Switching between applications ........................................................ 41 Using the 5-way navigator .........................................................................41 Moving around in Favorites View ...................................................... 42 Moving around in Applications View ................................................ 42 Moving around list screens ................................................................ 43 Moving around entry screens ............................................................ 44 Moving around dialog boxes ............................................................. 44 Moving around menus........................................................................ 45 Using menus ..............................................................................................46 Using the Command stroke................................................................ 47 Using the Command toolbar .............................................................. 47 Finding information ...................................................................................48 Related topics..............................................................................................49 Chapter 4: Entering Information on Your Handheld ...........50 How can I enter information on my handheld?........................................51 Entering information with Graffiti 2 writing .............................................51 Writing in the Graffiti 2 input area ..................................................... 51 Using full-screen writing..................................................................... 52 Writing Graffiti 2 characters ...............................................................54 Graffiti 2 alphabet................................................................................ 56 Graffiti 2 numbers ............................................................................... 57 TungstenTM T5 Handheld iv Graffiti 2 gestures ................................................................................ 61 Writing Graffiti 2 symbols and other special characters ..................62 Graffiti 2 symbols and special characters ......................................... 63 Writing Graffiti 2 ShortCuts ................................................................64 Graffiti 2 ShortCuts.............................................................................. 65 Entering information with the onscreen keyboard ..................................66 Entering info from Contacts into another application .............................68 Editing information.....................................................................................70 Selecting information.......................................................................... 70 Copying and pasting information ......................................................71 Deleting information ...........................................................................72 Related topics..............................................................................................73 Chapter 5: Moving and Managing Info Between Your Handheld and Your Computer ......................................74 Program memory and the internal drive ..................................................75 How can I work with information? ............................................................76 When would I use each method? ..............................................................77 Synchronizing information ........................................................................79 Entering information using desktop software .................................. 79 Synchronizing your handheld with your computer.......................... 83 Synchronizing with a cable .................................................................84 Customizing your synchronization settings ...................................... 85 Choosing how your computer responds to synchronization requests .............................................................85 Setting synchronization options ........................................................87 Choosing whether application information is updated ....................88 Installing applications to your handheld ........................................... 93 Installing applications from a Windows computer........................... 93 Using Quick Install from within Palm Desktop software ..................94 Using the palmOne Quick Install icon ...............................................95 Using the palmOne Quick Install window .........................................96 Installing applications from a Mac computer ...................................97 Using the Send To Handheld droplet ................................................ 97 Using commands in the HotSync menu ............................................98 TungstenTM T5 Handheld v Using File Transfer to transfer info to your handheld .............................99 Using Drive Mode to work with info on another computer .................103 Other ways of managing information .....................................................106 Importing information from other applications.............................. 107 Restoring archived items on your computer .................................. 109 Installing the additional software from the CD ............................... 110 Checking space and version numbers .............................................111 Removing information .............................................................................113 Removing an application from your handheld ............................... 113 Removing Palm Desktop software from your computer ............... 114 Related topics............................................................................................116 Chapter 6: Managing Your Contacts .................................. 117 Adding a contact ......................................................................................118 Entering additional contact information ..........................................121 Selecting contact field types .............................................................122 Defining custom fields ......................................................................123 Selecting a contact as your business card ......................................124 Copying contact information into multiple contacts ............................125 Locating a contact on your list ................................................................126 Deleting a contact ....................................................................................127 Customizing the Contacts list .................................................................128 Making connections from Contacts.........................................................130 Using Quick Connect .........................................................................130 Customizing Quick Connect settings ...............................................132 Using Tap-to-Connect .......................................................................133 Working with Contacts on your computer..............................................135 Related topics............................................................................................136 Chapter 7: Managing Your Calendar ..................................137 Scheduling events ....................................................................................138 Scheduling an appointment .............................................................138 Scheduling an event without a start time .......................................140 Scheduling a repeating event--standard interval ..........................142 Scheduling a repeating event--unusual interval ............................143 TungstenTM T5 Handheld vi Scheduling an event that is longer than a day ...............................145 Entering a location or a note for an event .......................................146 Scheduling an event with a time zone .............................................148 Color-coding your schedule .....................................................................149 Managing your color-codes ..............................................................150 Assigning a color-code to an event .................................................152 Setting an alarm .......................................................................................153 Rescheduling an event ............................................................................154 Deleting events .........................................................................................156 Deleting a specific event ...................................................................156 Deleting all your old events ..............................................................158 Checking your schedule ...........................................................................159 Viewing your appointments and tasks together .............................159 Viewing your daily schedule ............................................................161 Viewing your weekly schedule .........................................................163 Viewing your monthly schedule ......................................................164 Viewing a yearly calendar .................................................................165 Finding events that overlap .............................................................. 166 Customizing your calendar ......................................................................166 Customizing display options for your calendar ..............................167 Setting alarm and time options ........................................................170 Working with Calendar on your computer .............................................172 Related topics............................................................................................173 Chapter 8: Managing Your Office Files............................... 174 Benefits............................................................................................... 174 How can I create and manage Office files?.............................................175 Opening files from within Documents ....................................................176 Related Topics...........................................................................................177 Chapter 9: Viewing Photos and Videos .............................178 Supported file types .................................................................................179 Viewing photos or videos ........................................................................180 Viewing a photo or video in the Thumbnail View .......................... 180 Viewing a photo or video in the List View....................................... 184 TungstenTM T5 Handheld vii Viewing a slide show ........................................................................ 186 Rotating a photo ................................................................................ 188 Viewing and editing photo or video details .................................... 189 Organizing photos and videos .................................................................191 Organizing photos and videos in albums........................................ 191 Moving a photo or video within and between albums ..................193 Sorting photos and videos ............................................................... 195 Copying a photo or video ........................................................................198 Deleting a photo or video ........................................................................199 Sharing photos and videos ......................................................................200 Working with palmOne Media on your computer .................................201 Related topics............................................................................................202 Chapter 10: Listening to Music...........................................203 Transferring MP3 files to your handheld ...............................................204 Transferring music from a CD to your handheld ..................................208 Playing music on your handheld ............................................................212 Managing playlists....................................................................................213 Creating a playlist ..............................................................................213 Playing songs from a playlist ...........................................................215 Editing a playlist ................................................................................216 Deleting a playlist ..............................................................................218 Viewing song info ....................................................................................219 Working with RealPlayer on your computer ..........................................220 Related topics............................................................................................221 Chapter 11: Managing Your Tasks ......................................222 Creating a task ..........................................................................................223 Setting an alarm ................................................................................224 Scheduling a repeating task--standard interval .............................225 Scheduling a repeating task--unusual interval ..............................227 Organizing your tasks ..............................................................................229 Marking a task complete .........................................................................230 Deleting tasks ...........................................................................................231 Deleting a specific task ......................................................................231 TungstenTM T5 Handheld viii Deleting all your completed tasks ....................................................232 Customizing your Tasks list ....................................................................233 Working with Tasks on your computer ...................................................235 Related topics............................................................................................236 Chapter 12: Writing Memos................................................237 Creating a memo .....................................................................................238 Viewing and editing a memo ..................................................................239 Moving memos in your memos list .......................................................240 Deleting a memo ......................................................................................241 Working with Memos on your computer................................................242 Related topics............................................................................................243 Chapter 13: Writing Notes in Note Pad..............................244 Creating a note .........................................................................................245 Choosing the pen and paper (background) colors .........................246 Setting an alarm ................................................................................248 Viewing and editing a note .....................................................................250 Deleting a note .........................................................................................251 Working with Note Pad on your computer .............................................252 Related topics............................................................................................253 Chapter 14: Connecting Wirelessly to Other Devices ......254 What can I do with the built-in Bluetooth technology? .........................255 What types of connections can I make? .......................................... 255 What is device discovery? ................................................................ 256 Entering basic Bluetooth settings ...........................................................257 Setting up a phone connection ...............................................................258 Accessing email and the web wirelessly ...............................................263 Setting up a connection for wireless synchronization ..........................265 Setting up a connection to your Windows desktop computer .............267 Setting up a connection to a network ....................................................269 Creating trusted pairs ..............................................................................271 Setting advanced Bluetooth features .....................................................273 Storing recently found device names ..............................................273 TungstenTM T5 Handheld ix Allowing your handheld to wake up when it is turned off .............274 Related topics............................................................................................275 Chapter 15: Sending and Receiving Email Messages ......276 Upgrading an existing email account ....................................................277 About email accounts ...............................................................................278 Account and connection types ......................................................... 278 Using an email provider ................................................................... 278 Using a corporate email account ..................................................... 279 VPNs ................................................................................................... 280 Creating an account..................................................................................281 Setting basic account options ..........................................................282 Setting advanced mail options .........................................................286 Testing your new account ................................................................ 290 Managing email accounts ........................................................................291 Editing an email account ..................................................................291 Deleting an email account ................................................................292 Selecting a different service for an email account .........................293 Adding ESMTP to an account ...........................................................295 Getting and reading email .......................................................................297 Switching among email accounts ....................................................297 Getting email messages ...................................................................298 Auto get mail with notification......................................................... 300 Scheduling auto get mail ..................................................................300 Auto get notifications........................................................................ 302 Setting notification options ..............................................................303 Viewing and using the Reminders screen....................................... 304 Auto get mail retries.......................................................................... 305 Resource issues with auto get mail ................................................. 306 Inbox icons in the VersaMail application ........................................ 306 Reading email messages .................................................................. 307 Selecting whether to receive messages as HTML or plain text..... 308 Customizing the font of messages you are reading .......................310 Sending an email message .....................................................................311 Entering an address directly in the To field ....................................313 TungstenTM T5 Handheld x Entering an address using Contacts ................................................314 Entering an address using Smart Addressing ................................315 Attaching a personal signature ........................................................316 Send retry ...........................................................................................317 Send retry notifications..................................................................... 317 Modifying messages in the Outbox................................................. 318 Outbox icons in the VersaMail applications.................................... 318 Working with email folders ......................................................................319 Viewing another folder .....................................................................319 Customizing the appearance of the message list ...........................320 Moving messages between folders .................................................322 Creating and editing mail folders .....................................................324 Working with email messages ................................................................326 Forwarding an email message .........................................................326 Deleting a message ...........................................................................328 Deleting old messages ......................................................................329 Emptying the trash ............................................................................331 Setting the trash to be emptied automatically ................................332 Marking messages as read or unread .............................................333 Working with attachments .......................................................................335 Downloading an attachment to your handheld .............................. 335 Working with a downloaded attachment ........................................336 Downloading large attachments ......................................................339 Attaching files ....................................................................................340 Attaching photos and videos ............................................................343 Synchronizing email on your handheld with email on your computer ....................................................................................344 Setting up an account on your handheld ........................................ 344 Enabling synchronization on your computer ..................................345 Setting synchronization options for your email account ...............347 Setting mail client synchronization options ....................................349 Setting Microsoft Outlook as your default email program ............351 Setting advanced email synchronization options ...........................352 Account information screens ........................................................... 356 VersaMail conduit shortcuts............................................................. 357 TungstenTM T5 Handheld xi Excluding one or more accounts during synchronization .............358 Synchronizing an account ................................................................ 358 Synchronizing multiple accounts..................................................... 358 Using SSL with the conduit .............................................................. 359 Advanced VersaMail application features ..............................................359 Setting preferences for getting, sending, and deleting email .......360 Adding or updating a contact directly from a message .................362 Creating and using filters.................................................................. 363 Turning filters on and off ..................................................................365 Editing or deleting a filter .................................................................367 Managing settings for incoming and outgoing mail ......................368 Adding APOP to an account .............................................................377 Setting advanced account preferences ...........................................378 Changing email header details......................................................... 380 Backing up mail databases ...............................................................381 Synchronizing IMAP mail folders wirelessly................................... 383 Prerequisites for wireless IMAP folder synchronization ................ 383 Turning IMAP folder synchronization on or off ..............................384 Synchronizing handheld/mail server IMAP folders from the Options menu ..............................................................................384 Working with root folders................................................................. 385 Using Secure Sockets Layer (SSL)................................................... 385 Related topics............................................................................................386 Chapter 16: Sending and Receiving Text Messages .........387 Creating and sending a text message ....................................................388 Receiving and viewing a text message ..................................................391 Editing a draft text message ...................................................................393 Setting advanced messaging features ...................................................394 Related Topics...........................................................................................396 Chapter 17: Browsing the Web...........................................397 Accessing a web page ..............................................................................398 Accessing a web page using the action bar ....................................398 Accessing a web page using the address field ...............................399 TungstenTM T5 Handheld xii Using a password to access a web page .........................................400 Finding information on a web page .................................................401 Quickly jumping to a page .......................................................................402 Following a link.................................................................................. 402 Returning to your home page or a page you recently visited ....... 402 Changing how you view a page .............................................................403 Bookmarking your favorite pages ...........................................................405 Adding a bookmark ...........................................................................405 Viewing a bookmarked or saved page ............................................406 Editing information about a bookmark or saved page ...................407 Arranging the bookmark list .............................................................408 Disconnecting from and connecting to the Internet ..............................410 Disconnecting from the Internet ......................................................410 Connecting to the Internet ................................................................411 Downloading files and pages ..................................................................412 Downloading a file ............................................................................412 Saving a web page ............................................................................413 Viewing a saved file ..........................................................................414 Communicating with other users ............................................................415 Sending email by means of an Internet email account ..................415 Returning to a web page you recently visited .......................................416 Changing your Home and start pages ....................................................417 Changing your Home page ...............................................................417 Changing your start page .................................................................419 Setting advanced browser options .........................................................420 Changing how images are downloaded ..........................................420 Setting whether to automatically complete web addresses and form fields ...................................................................................421 Allowing websites to remember personal information .................422 Setting preferences for storing web pages .....................................423 Setting preferences for using a proxy server ..................................425 Setting whether to accept JavaScript ..............................................427 Related topics............................................................................................428 TungstenTM T5 Handheld xiii Chapter 18: Dialing Phone Numbers from Your Handheld ......................................................................429 Dialing a number .....................................................................................430 Entering a number .............................................................................430 Redialing the most recently used number ......................................431 Dialing a number from the Call History List ....................................432 Using speed dial ......................................................................................433 Adding a speed dial entry .................................................................433 Dialing a number using speed dial ..................................................434 Editing a speed-dial entry .................................................................435 Related topics............................................................................................436 Chapter 19: Sharing Information........................................437 Using the Send command ......................................................................438 Sending information from within an application using Bluetooth technology .................................................................438 Sending a category ...........................................................................440 Sending an application .....................................................................441 Using the Send command with the VersaMail® application ......... 442 Using the Send command with SMS .............................................. 442 Beaming ....................................................................................................443 Beaming information from within an application ..........................443 Beaming a category ..........................................................................445 Beaming an application ....................................................................446 Other ways of sharing information .........................................................448 Related topics............................................................................................449 Chapter 20: Managing Your Expenses ...............................450 Adding an expense ...................................................................................451 Choosing currency options ......................................................................453 Customizing the currency pick list ...................................................453 Presetting the currency symbol .......................................................454 Creating a currency symbol ..............................................................455 Deleting expenses.....................................................................................457 Deleting an individual expense ........................................................457 TungstenTM T5 Handheld xiv Deleting an entire category of expenses .........................................458 Customizing the expense list ...................................................................459 Working with Expense on your computer ..............................................460 Related topics............................................................................................461 Chapter 21: Performing Calculations .................................462 Calculator buttons.....................................................................................463 Viewing recent calculations ....................................................................464 Accessing different calculators ...............................................................465 Related topics............................................................................................466 Chapter 22: Keeping Your Information Private..................467 Choosing a security level .........................................................................468 Marking information as private ...............................................................469 Setting the level of privacy ......................................................................470 Hiding or masking private entries ....................................................470 Viewing an entry that is masked ...................................................... 471 Using a password .....................................................................................471 Creating a password .........................................................................472 Changing a password .......................................................................473 Deleting a password.......................................................................... 475 Deleting a forgotten password .........................................................476 Locking your handheld.............................................................................477 Locking your handheld automatically .............................................478 Locking your handheld manually .....................................................480 Using Quick Unlock ..................................................................................481 Creating a Quick Unlock combination ............................................. 481 Deleting your Quick Unlock combination........................................ 483 Encrypting your information....................................................................484 Limiting the number of password attempts ...........................................486 Related topics............................................................................................489 Chapter 23: Using Categories to Organize Information ...490 Adding a category.....................................................................................491 Renaming a category ...............................................................................492 TungstenTM T5 Handheld xv Deleting a category ..................................................................................493 Placing information into a category ........................................................494 Placing an entry into a category .......................................................494 Placing an application into a category .............................................496 Viewing information by category ...........................................................497 Related topics............................................................................................498 Chapter 24: Managing Clock Settings ...............................499 Checking the current date and time ........................................................500 Setting the primary location ....................................................................501 Setting the date and time for the primary location ........................502 Choosing secondary locations for other time zones .............................504 Modifying the locations list......................................................................505 Adding new locations .......................................................................505 Deleting a location .............................................................................507 Setting the alarm clock .............................................................................508 Responding to the alarm clock......................................................... 509 Changing the clock display ......................................................................510 Related topics............................................................................................511 Chapter 25: Customizing Your Handheld ..........................512 Customizing your Favorites View ...........................................................513 Changing the background photo in Favorites View .......................513 Changing entries in Favorites ...........................................................514 Customizing the Application View .........................................................516 Making the screen easier to read ............................................................518 Changing the screen fonts ................................................................518 Adjusting the brightness ...................................................................520 Changing screen colors ....................................................................521 Changing handedness orientation of the screen ............................522 Assigning a button to your frequently used applications ....................523 Setting the date and time ........................................................................525 Selecting a location ...........................................................................525 Resetting the date and time ..............................................................527 Selecting formats for dates, times, and numbers ..........................529 TungstenTM T5 Handheld xvi Customizing the way you enter information ..........................................531 Customizing the input area ...............................................................531 Using the full-screen writing area ....................................................532 Customizing Graffiti 2 strokes ..........................................................534 Setting up ShortCuts .........................................................................535 Changing ShortCuts ..........................................................................537 Correcting problems with tapping ...................................................538 Selecting sound settings .........................................................................539 Entering your owner information ...........................................................540 Conserving battery power .......................................................................541 Preventing your handheld from turning on by accident ................541 Selecting power-saving settings ......................................................542 Connecting your handheld to other devices ..........................................544 Changing the preset connection settings ........................................544 Creating your own connection settings ...........................................546 Connecting your handheld to a mobile phone ...............................549 Customizing network settings .................................................................550 Setting up a service profile ...............................................................550 Connecting to your service ...............................................................553 Adding details to a service profile ...................................................554 Deleting a service profile ..................................................................556 Creating login scripts ........................................................................557 Adding plug-in applications .............................................................561 Setting up VPN ..........................................................................................562 Setting up a VPN account on your handheld ..................................562 Establishing a VPN connection ........................................................564 Ending a VPN connection .................................................................565 Related topics............................................................................................566 Chapter 26: Expanding Your Handheld..............................567 What type of expansion cards can I use? ...............................................568 How can expansion cards help me?........................................................568 Removing an expansion card .................................................................569 Inserting an expansion card ....................................................................570 Opening an application on an expansion card ......................................571 TungstenTM T5 Handheld xvii Opening files on an expansion card .......................................................572 Viewing card information.........................................................................573 Renaming a card ......................................................................................574 Copying applications to an expansion card ..........................................575 Removing all information from a card ...................................................576 Related topics............................................................................................577 Chapter 27: Maintaining Your Handheld ..........................578 Handheld do's and don'ts ........................................................................578 Handheld do's.................................................................................... 578 Handheld don'ts ................................................................................ 579 Resetting your handheld ..........................................................................579 Doing a soft reset .............................................................................. 579 Doing a hard reset ............................................................................. 581 Restoring your information after a hard reset........................................582 Related topics............................................................................................584 Chapter 28: Common Questions .......................................585 Setup..........................................................................................................585 Handheld ...................................................................................................587 Moving around..........................................................................................590 Entering information ................................................................................590 Synchronizing ...........................................................................................593 File Transfer/Drive Mode ..........................................................................599 Calendar.....................................................................................................601 Memos .......................................................................................................602 Note Pad ....................................................................................................603 Media .........................................................................................................603 RealPlayer..................................................................................................603 Tasks ..........................................................................................................604 Connecting wirelessly ..............................................................................604 The VersaMail® application.....................................................................606 Privacy .......................................................................................................609 Sharing ......................................................................................................610 Problems with incompatible applications ..............................................611 TungstenTM T5 Handheld xviii Chapter 29: Getting Help ...................................................615 Self-help resources ...................................................................................615 Technical support .....................................................................................616 Product Regulatory Information .........................................617 Index ......................................................................................622 TungstenTM T5 Handheld xix About This Guide This guide tells you everything you need to know about your handheld: the things you'll do every day, the advanced features that let you get the most out of your handheld, and the things that make your handheld not only useful, but fun. Tips for viewing this guide Here are some helpful tips for making it easier to read and find information in this guide as you view it in Adobe Reader: · To magnify the page, click the magnifying glass , move the cursor (which is now a magnifying glass) over the page, and click repeatedly. Click Previous View ( or depending on your version of Reader) to return to the original view. · Click an entry in the Table of Contents or Index to go directly to that section of the guide. · If you link to a page, in the guide click Previous View ( or depending on your version of Reader) to return to the page you were on before you clicked the link. · When selecting the page(s) to print, be sure to use the file page number shown at the bottom of your computer screen, not the printed page number. For example, to print the page you are reading right now, select page 20 (the file page), not page xx (the printed page). TungstenTM T5 Handheld xx What's in this guide? The info in this guide includes step-by-step instructions, links to cross-references, and sidebars. Step-by-step instructions Here you'll find how-to information. Look for these cues in instructions: Continued Done [ ! ] IMPORTANT [ & ] OPTIONAL NOTE WINDOWS ONLY MAC ONLY Cue that means the procedure continues on the next page. Cue that signals the end of the procedure. You're done. A step that you must follow; otherwise, you could experience an error or even lose information. A step you might find useful. Information that applies only in certain cases or that tells more about a procedure step. A procedure or text that applies to one platform only. In most cases, if you see one heading, check the following or preceding sections for the other. Sometimes, there is no Mac counterpart for a Windows procedure or text--this feature is not available to Mac users. Links Links appear as underlined words in sidebars and other places throughout this guide. In this chapter Related topics Links on the first page of each chapter that send you to a specific section. Links that send you to other topics in this guide to learn about more things you can do with an application or feature. TungstenTM T5 Handheld xxi Sidebars [ ! ] Before You Begin Things you must complete before you can do the steps described in a procedure or group of procedures. Tip A suggestion on how to use a feature more fully; a shortcut; a pointer to a related feature. Did You Know? An interesting fact about the topic being described; may include a link to more information. » Key Term A technical term related to the topic being described. The term may appear in this guide or only on your handheld. My Handheld A pointer to a website where you can obtain general information about your handheld and learn the latest tips, tricks, and more. Support A pointer to a website where you can find help if you experience problems with a specific feature or with your handheld. TungstenTM T5 Handheld xxii CHAPTER 1 Setting Up Your Handheld and Your Computer In this chapter What's in the box? System requirements Step 1: Charging your handheld Step 2: Turning on your handheld for the first time Step 3: Installing your software Step 4: Connecting your handheld to your computer Switching to another desktop software application Using user profiles Related topics Congratulations on the purchase of your new palmOneTM TungstenTM T5 handheld! You're about to discover so many things about your handheld that will help you better manage your life and have fun, too. As you become more familiar with your handheld, you'll probably personalize the settings and add applications to make it uniquely yours. Benefits While you're likely to get years of enjoyment from your handheld, it takes only four easy steps to get up and running. · Start using your handheld right away · Establish a link between your handheld and your computer · Set up your handheld for optimal use TungstenTM T5 Handheld 1 CHAPTER 1 Setting Up Your Handheld and Your Computer What's in the box? » Key Term Palm Desktop software The software that lets you enter, update, review, and synchronize information on your computer. USB sync cable Flip cover AC charger TungstenTM T5 handheld by palmOne Software installation CD System requirements The installation CD contains Palm® Desktop software and other applications you need to set up and use your handheld. To use Palm Desktop software, your desktop computer must meet these requirements: WINDOWS ONLY · A PC with a Pentium II processor or later, and one of the following operating systems: · Windows 2000 (requires administrator rights to install Palm Desktop software) · Windows XP (requires administrator rights to install Palm Desktop software) · Internet Explorer 5.0 or later · 32 megabyte (MB) available RAM (64MB recommended) TungstenTM T5 Handheld 2 CHAPTER 1 Setting Up Your Handheld and Your Computer · 170MB available hard disk space · One available USB port · USB sync cable (included with your handheld) · CD or DVD drive for installing Palm Desktop software from the CD that came with your handheld; or you can download Palm Desktop software by visiting our website at www.palmOne.com/intl/support NOTE Palm Desktop software that is downloaded from the palmOne website does not include additional software available on the CD. MAC ONLY · Mac computer or compatible with a PowerPC processor · Mac OS X, version 10.2 or 10.3 (requires administrator rights to install Palm Desktop software) · 128MB total RAM · 190MB available hard disk space · Monitor that supports screen resolution of 800 X 600 or better · One available USB port · USB sync cable (included with your handheld) · CD or DVD drive for installing Palm Desktop software from the CD that came with your handheld; or you can download Palm Desktop software by visiting our website at www.palmOne.com/intl/support NOTE Palm Desktop software that is downloaded from the palmOne website does not include additional software available on the CD. TungstenTM T5 Handheld 3 CHAPTER 1 Setting Up Your Handheld and Your Computer Step 1: Charging your handheld [ ! ] Before You Begin If you're upgrading from another Palm Powered device, synchronize your old handheld with your old desktop software. 0 1 Connect your handheld: a. Plug the USB sync cable into your handheld and into a USB port on the back of your computer. b. Plug the AC charger into the Multi-connector on the sync cable and into an outlet. Tip After the initial charge, charge your handheld at least half an hour every day. 2 Charge your handheld for three hours. Be sure your handheld is fully charged before going on to Step 2. Done TungstenTM T5 Handheld 4 CHAPTER 1 Setting Up Your Handheld and Your Computer What you should know about your handheld's battery While your handheld is charging, take a minute to learn about the battery: · If you see an alert on the screen warning you that the battery is low, recharge your handheld. Also recharge your handheld if it doesn't turn on when you press the power button. NOTE The memory on your handheld is designed to store your information even if the battery becomes drained to the point that you cannot turn on your handheld. When you recharge your handheld, all of your existing information, both in program memory and on the internal drive, should appear. · Conserve battery life by doing any of the following: · Adjust the screen brightness · Reduce the Auto-off setting · Prevent your handheld from turning on by accident · Stop music or video playback when not in use · Respond to or cancel alerts promptly · Set the Bluetooth® functionality to off when not in use · Minimize use of the expansion slot TungstenTM T5 Handheld 5 CHAPTER 1 Setting Up Your Handheld and Your Computer Step 2: Turning on your handheld for the first time [ ! ] Before You Begin Be sure to fully charge your handheld, as described in the preceding procedure. 0 1 Unplug the USB sync cable from your handheld. Power button Stylus Tip After you set up your handheld, review the Quick Tour on your handheld and take the tutorial on the CD to learn the basics. 2 3 4 Press the power button. Slide the stylus out of the slot. Hold the stylus as you would hold a pen, and follow the onscreen instructions to set up your handheld. Done TungstenTM T5 Handheld 6 CHAPTER 1 Setting Up Your Handheld and Your Computer Step 3: Installing your software Did You Know? When you upgrade, there's no need to delete the old desktop software first. When you install the new Palm Desktop software, all of your information transfers automatically to the new software. Tip Take the interactive tutorial on the CD to learn how to create an appointment; set up your handheld's features for photos, video, and music; and more. Did You Know? IT managers can set up a profile if they want to install the same set of information on several handhelds. 0 1 2 Insert the CD into your computer. NOTE You need administrator rights to install Palm Desktop software on a computer running Windows 2000/XP or Mac OS X. WINDOWS ONLY Follow the onscreen instructions. If you're upgrading, select the username that you assigned to your old handheld. MAC ONLY Double-click the CD icon, and then double-click palmOneSoftware.pkg. Done During installation, you're asked to connect your computer to your handheld. See Step 4. TungstenTM T5 Handheld 7 CHAPTER 1 Setting Up Your Handheld and Your Computer Step 4: Connecting your handheld to your computer In this step, you connect your handheld to your computer and synchronize for the first time. Synchronizing simply means that any information you enter in one place (your handheld or computer) is automatically updated in the other. [ ! ] IMPORTANT Be sure to synchronize the info in your handheld's program memory at least once a day so that you always have an up-to-date backup copy of this info on your computer. Tip If the Select User dialog box appears during synchronization, select the username of the handheld you want to synchronize, and click OK. 0 1 Connect your handheld to your computer: a. Plug the USB sync cable into a USB port on the back of your computer. b. Plug the cable into your handheld. » Key Term Third-party application A software program that runs on a Palm Powered device, but is not created or supported by palmOne, Inc. Tip If you have problems with your new handheld after you synchronize, you may need to update your third-party applications. Continued TungstenTM T5 Handheld 8 CHAPTER 1 Setting Up Your Handheld and Your Computer 2 3 Press the power button to turn on your handheld. Continue with the onscreen instructions. Synchronize your handheld with your computer by pressing the HotSync button on the USB sync cable. Done TungstenTM T5 Handheld 9 CHAPTER 1 Setting Up Your Handheld and Your Computer Switching to another desktop software application WINDOWS ONLY [ ! ] Before You Begin You must have completed CD installation and chosen Palm Desktop software as your desktop application for synchronization in order to switch to Outlook. Note that you can choose Outlook as your synchronization software for Contacts, Calendar, Tasks, and Memos during CD installation. During CD installation, you chose a desktop software application to synchronize with your handheld. You may have chosen Palm Desktop software at that time. But if Microsoft Outlook already contains all of your contacts, appointments, tasks, and notes, you can change your synchronization method so that your handheld synchronizes with Outlook instead. You can also change from Outlook to Palm Desktop software. NOTE If you choose to synchronize with Outlook, info from Contacts, Calendar, Tasks, and Memos is synchronized with Outlook. You can also set up the VersaMail® application to synchronize with Outlook. Other info, such as photos and notes, is synchronized with Palm Desktop software. 0 1 2 3 Insert the CD into your computer. Select Change your synchronization method. Follow the onscreen instructions for the desktop software you want to use. Done TungstenTM T5 Handheld 10 CHAPTER 1 Setting Up Your Handheld and Your Computer Using user profiles [ ! ] IMPORTANT Only IT managers may need to use user profiles for their company. If you are not an IT manager, you can skip this section. Suppose your sales organization wants to distribute two dozen handhelds that all have a common company phone list, a set of memos, and several key applications. A user profile can be created to install this information before the handhelds are distributed to employees. When the employees synchronize for the first time, this common information becomes part of their user-specific information. A user profile enables you to install the same information onto multiple handhelds before each handheld is individualized with a unique username and user-specific information. A handheld that has a user profile installed can be given to anyone, because the handheld is not yet identified by a unique username. When the new user synchronizes for the first time, he or she gives the handheld a unique username. NOTE Handhelds that are synchronized with a user profile must be either new ones that have never been synchronized or handhelds that have had their usernames and information removed by a hard reset. TungstenTM T5 Handheld 11 CHAPTER 1 Setting Up Your Handheld and Your Computer Creating a user profile WINDOWS ONLY Did You Know? Save time by importing to quickly add information to a profile. 0 1 Open the New Profile screen: a. Open Palm Desktop software. b. From the Tools menu, select Users. c. Click Profiles, and then click New. 2 3 Enter a unique name for the profile, and click OK twice. Select the profile from the User list, and create the info in Palm Desktop software for the profile. Done TungstenTM T5 Handheld 12 CHAPTER 1 Setting Up Your Handheld and Your Computer MAC ONLY 0 1 Open the New Profile screen: a. Open Palm Desktop software. b. From the User pop-up menu, select Edit Users. c. Click New Profile. 2 Create the profile: a. Enter a unique name for the profile, and click OK. b. Close the Users window. Continued TungstenTM T5 Handheld 13 CHAPTER 1 Setting Up Your Handheld and Your Computer 3 4 Select the profile from the User pop-up menu, and create the info in Palm Desktop software for the profile. Set the profile's conduit settings: a. From the HotSync menu, select Conduit Settings. b. Select the conduit settings for the profile. Done Synchronizing with a user profile WINDOWS ONLY 0 1 Begin synchronization: a. Connect the USB sync cable to the USB port on the back of your computer, and then insert the other end into the Multi-connector on your handheld. b. Press the HotSync button on the USB sync cable. Continued TungstenTM T5 Handheld 14 CHAPTER 1 Setting Up Your Handheld and Your Computer 2 Transfer the profile information: a. Click Profiles. b. Select the profile you want to load on the handheld, and click OK. c. Click Yes. Done The next time you synchronize that handheld, Palm Desktop software prompts you to assign a username to the handheld. TungstenTM T5 Handheld 15 CHAPTER 1 Setting Up Your Handheld and Your Computer MAC ONLY 0 1 Begin synchronization: a. Connect the USB sync cable to the USB port on the back of your computer, and then insert the other end into the Multi-connector on your handheld. b. Press the HotSync button on the USB sync cable. 2 Select the profile you want to load on the handheld, and click OK. Done The next time you synchronize that handheld, Palm Desktop software prompts you to assign a username to the handheld. TungstenTM T5 Handheld 16 CHAPTER 1 Setting Up Your Handheld and Your Computer Related topics My Handheld Make your handheld uniquely yours. For great tips, software, accessories, and more, visit www.palmOne.com/ mytungstent5. Click a link below to learn about these related topics: Managing Info · Synchronizing your handheld with Palm Desktop software or Microsoft Outlook on your computer · Synchronizing wirelessly using Bluetooth technology on your handheld · Using your company's network to synchronize information Support If you're having problems with setup or anything else on your handheld, go to www.palmOne.com/ support/tungstent5. · Choosing whether or not to synchronize information for a specific application · Transferring information to your handheld from an outside source, such as a file containing your company's phone list · Adding applications to your handheld · Installing additional software from the CD · Deleting applications from your handheld · Viewing application information Customizing · Adjusting the screen display · Reducing the Auto-off setting · Keeping your handheld from turning on accidentally Common Questions Answers to frequently asked questions about setup TungstenTM T5 Handheld 17 CHAPTER 2 Basics In this chapter Locating the controls on your handheld Using the status bar Rotating the screen What's on the screen? What software is on my handheld? What's on the CD? Related topics Whether you're at work, at home, or on the go, you'll quickly understand why handhelds are also called personal digital assistants (PDAs). Like a good personal assistant, your handheld helps you keep track of your schedule, your business and personal contacts, and your to-do list. But more than just helping you get organized, your handheld helps you stay productive by letting you carry and access important files, folders, and documents. It also helps you stay connected by offering wireless access to email, text messages, and the web. And when you just want to relax and have fun, use your handheld to view digital photos and videos, listen to music, play games, and more. Benefits · Carry files and folders on an internal flash drive containing 160MB of storage, and work with them on the go · Save time and stay organized · Travel light · Keep your information safe · Stay in touch with wireless connectivity TungstenTM T5 Handheld 18 CHAPTER 2 Basics Locating the controls on your handheld Front panel controls 5-way navigator Screen Home Calendar Quick buttons Files Contacts Screen Displays the applications and information on your handheld. The screen is touch-sensitive. Display the input area by tapping the Input icon on the status bar. Use the input area to enter info with Graffiti® 2 writing or the onscreen keyboard. 5-way navigator Quick buttons Helps you move around and select info to display on the screen. Turn on your handheld and open Favorites, Calendar, Contacts, or Files. TungstenTM T5 Handheld 19 CHAPTER 2 Basics Top and side panel controls » Key Term IR Short for infrared. Beaming uses infrared technology to send information between two IR ports that are within a few feet of each other. Did You Know? Beaming lets you quickly share appointments, addresses, phone numbers, and more. IR port Expansion card slot Stylus Power button Headphone jack IR port Expansion card slot Power button Headphone jack Stylus Beams information between handhelds and other devices that have an IR port. Lets you insert an expansion card (sold separately) to back up info and add memory, applications, and accessories to your handheld. Turns your handheld on or off and lets you turn Keylock on (if active). Lets you connect standard 3.5 mm stereo headphones (sold separately) to your handheld so you can listen to music and other audio applications. Lets you enter information on your handheld by writing or tapping. To use the stylus, slide it out of the slot and hold it as you would a pen or pencil. Using your fingertip instead of the stylus is OK, but don't use your fingernail, a real pen, or any other sharp object to touch the screen. 20 TungstenTM T5 Handheld CHAPTER 2 Basics Back panel controls » Key Term USB Short for Universal Serial Bus; the type of connector or cable that's commonly used to connect accessories to a computer. Bluetooth® radio (internal) Speaker AC connector (part of Multi-connector) Multi-connector Reset button Speaker Reset button Multi-connector Lets you listen to alarms, game and system sounds, and music. Resets your handheld if it stops responding. Lets you connect a USB sync cable (included) or a cradle (sold separately) to your computer so you can synchronize or exchange information. Also lets you connect the AC charger to your handheld--either directly to the connector or through the USB sync cable--so you can charge it. Enables your handheld to connect with other devices (sold separately) that use Bluetooth communication. Bluetooth radio (internal) TungstenTM T5 Handheld 21 CHAPTER 2 Basics Tip Use the Find dialog box to locate specific items of information in your handheld's program memory--for example, a name or a phone number. Did You Know? The System info icon shows the current time on the status bar. Using the status bar The status bar at the bottom of the handheld screen gives you access to valuable tools and is accessible in all views. Home Find Menu System info Alert Bluetooth controls Full-screen writing Screen rotation Input 0 Home Find Menu System info Select once to open Favorites, twice to open Applications. Select to open the Find dialog box. Select to open the menu for the current screen. Select to open the system information dialog box. The dialog box shows the date and time, available memory, and battery level, and allows you to adjust system sounds and screen brightness. Select to display the Reminders screen. Select to display the Bluetooth dialog box, where Bluetooth functionality can be turned on and off and you can connect to another Bluetooth device. Select to turn full-screen writing on and off. Select to switch between landscape and portrait view. Select to switch between showing and hiding the input area. Select and hold to display the input area selection menu. Alert Bluetooth controls Full-screen writing Screen rotation Input TungstenTM T5 Handheld 22 CHAPTER 2 Basics Rotating the screen Did You Know? You can customize which way the screen rotates in landscape mode by choosing right- or lefthanded rotation. You can switch between landscape and portrait view by tapping Screen rotation on the status bar. Landscape view is useful for viewing spreadsheets, email, web pages, and photos. Screen rotation TungstenTM T5 Handheld 23 CHAPTER 2 Basics What's on the screen? Tip You can select an input area that does not display the application icons. Tip If you use another application frequently, customize the input area to display that application's icon. Tap and hold any of the four application icons, and select the new application you want from the list. The new application's icon replaces the icon you tapped. Your handheld includes many features that make it easy to use. Among them are the input area and the common elements that appear on the screen in each of the applications. Once you learn how to use them in one application you can easily use them in all the others. Input area By default, the input area is displayed. To hide the input area, tap Input on the status bar. To display the input area if it is hidden, tap Input again. Tapping the icons in the input area opens the following applications: Note Pad icon Memos icon Calculator icon Tasks icon Letter keyboard Number keyboard Icon Icon Application icons: Note Pad, Memos, Calculator, Tasks Letter keyboard icon Number keyboard icon Open the corresponding application. Opens the alphabetic keyboard. Opens the numeric keyboard. NOTE You cannot display the input area in the main Favorites View. However, if you perform a task such as adding or deleting a favorite, you can display the input area. TungstenTM T5 Handheld 24 CHAPTER 2 Basics Application controls » Key Term Slider The solid area on the scroll bar. The slider moves to indicate the relative position within the entry or list. Tip You can also use the 5way navigator to select an item from a pick list and to select some command buttons. Previous/next arrows Tips icon Entry box Scroll bar Pick list Box Command button Previous/next arrows Scroll bar Select the left and right arrows to view the previous and next entry; where up and down arrows appear, select them to view the previous and next screens of information. Drag the slider, or tap the top or bottom arrow, to scroll the display one line at a time. To scroll to the previous screen, tap the scroll bar just above the slider. To scroll to the next screen, tap the scroll bar just below the slider. Select a button, such as OK, Cancel, or Details, to perform a command or to open a dialog box. Command buttons appear at the bottom of dialog boxes and application screens. Tap the Tips icon to view shortcuts and other useful information for the screen where the icon is located. When you have finished viewing the tip, select Done. Tap an entry box to open a dialog box where you can enter info for that field. Select the arrow to display a list of choices, and then select an item in the list. Check or uncheck a box to select or deselect it. When a box is checked, the corresponding option is selected and active. When a box is unchecked, the corresponding option is deselected and inactive. 25 Command button Tips icon Entry box Pick list Box TungstenTM T5 Handheld CHAPTER 2 Basics What software is on my handheld? Tip Can't find some of these applications? Press the Home button twice to view all applications in Applications View. Your handheld comes with many applications preinstalled and ready to use. 0 Favorites Files Calendar Customize a list of your favorite applications, files, and folders so that you can locate and open them quickly. View, organize, and open files and folders on your handheld's internal flash drive. Manage your schedule from single entries, like lunch with a friend, to repeating and extended events, like weekly meetings and holidays. Even color-code your schedule by category. Store names and addresses, phone numbers, email and website addresses-- even add a birthday alarm or a contact's photo. Create, view, and edit Microsoft Word and Excel files. View and manage PowerPoint files. View and organize photos and videos. Carry music, create playlists, and listen to music on your handheld. This application has a companion desktop application that you can install from the CD (Windows only). Both Mac and Windows users can use RealPlayer on the handheld. Set up wireless connections to a mobile phone, network, or computer for sending and receiving information. Send, receive, and manage email messages wirelessly using the built-in Bluetooth wireless technology on your handheld or by synchronizing with your Windows computer. Browse your favorite sites on the web using the built-in Bluetooth technology on your handheld. Contacts Documents palmOneTM Media RealPlayer® Bluetooth® VersaMail® Web TungstenTM T5 Handheld 26 CHAPTER 2 Basics SMS Tasks Memos Note Pad AdditTM Calculator Quick Tour Card Info Dialer Expense HotSync® Prefs World Clock Drive Mode Send and receive short text (SMS) messages using the built-in Bluetooth technology on your handheld. Stay on top of your to-do list. Enter things you need to do, prioritize them, set alarms, and then monitor your deadlines. Capture information such as meeting notes, lists of books to read, movies to see, recipes, and anything else you need to write down. Write on the screen in your own handwriting or draw a quick sketch. Preview, try, and buy software for your handheld (Windows only and web access required). Do basic math calculations such as splitting restaurant bills and figuring tips. Learn about your handheld and how to enter information. View information about your handheld's internal drive and about an expansion card seated in the expansion card slot. Dial phone numbers directly from your handheld. Track business or travel expenses and print expense reports after you synchronize your handheld with your computer. Synchronize info on your handheld with the info on your computer. Customize your handheld's sound levels, colors, security, and more. Set the time in your home city and two other locations, and set an alarm to wake you up. Connect your handheld as a removable USB drive on a Mac computer or when you are at a Windows computer that does not have the Tungsten T5 software installation CD installed. Open files stored on your handheld on the computer, and move, copy, and manage files between your handheld and the computer. 27 TungstenTM T5 Handheld CHAPTER 2 Basics What's on the CD? Tip To learn how to install the desktop software from the CD, see Step 3: Installing your software. Tip To learn how to install extra handheld software from the CD, see Installing the additional software from the CD.