Handbook for the TRGpro™ Handheld Computer
Copyright Copyright © 1998 3Com Corporation or its subsidiaries. Palm Computing, Palm Modem, Graffiti, and HotSync are registered trademarks, and Palm OS, the Palm Computing Platform logo, and the HotSync logo are trademarks of Palm Computing, Inc., or its subsidiaries. Copyright © 1999 TRG Products. All rights reserved. TRGpro, CFPro, and the TRGPro logo are trademarks of TRG Products, Inc. CompactFlash is a trademark of the CompactFlash Association.
Contents Contents: About This Book: Chapter 1: Introduction to Your TRGpro™ Handheld Computer ......................... 3 Getting to know your handheld computer....................................... 3 What is a TRGpro handheld computer? ........................................ 3 System requirements ........................................................................ 4 Upgrade information........................................................................ 4 TRGpro components.........................
Chapter 3: Managing Your Applications............................................................... 39 Using the Applications Launcher.................................................... 39 Selecting applications..................................................................... 39 Switching between applications................................................... 39 Categorizing applications.............................................................. 39 Changing the Applications Launcher display........
Memo Pad 99 Calculator 102 Expense 104 Chapter 5: Communicating Using Your Handheld Computer ............................115 Managing desktop e-mail away from your desk......................... 115 Setting up Mail on the desktop ................................................... 116 Synchronizing Mail with your e-mail application ................... 118 Opening the Mail application on your handheld computer... 118 Viewing e-mail items....................................................................
Returning to cradle HotSync operations................................... Frequently asked questions about IR HotSync operations .... Using File Link ................................................................................. Creating a user profile..................................................................... 159 160 161 162 Chapter 7: Setting Preferences for Your Handheld Computer ......................... 165 Viewing preferences .............................................................
CompactFlash (CF) Cards ............................................................... 197 Recommended CF Cards ............................................................. 198 TRGpro Examples ......................................................................... 198 CF Memory Cards, CFpro, and CFBackup................................... 198 Inserting and Removing Memory Cards................................... 199 CFpro ..................................................................................
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About This Book Welcome to the TRGpro™ handheld computer. This handbook is designed to help you get up and running quickly. It describes all you need to know about how to use your handheld computer and the applications that come with it.
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Chapter 1 Introduction to Your TRGpro™ Handheld Computer This chapter introduces some of the basic concepts of your handheld computer, including its physical buttons and controls. It explains how to use your handheld computer for the first time, and how to use HotSync® technology and Palm™ Desktop software.
System requirements To install and operate Palm Desktop software, your computer system must meet the following requirements: Minimum requirements ■ Windows 2000, Windows 98, Windows 95, or Windows NT 4.0 ■ IBM-compatible 486 computer or higher ■ 8 MB RAM (memory) minimum, 16 MB recommended (required with Windows NT 4.0) ■ 20 MB available hard disk space ■ VGA monitor or better ■ CD-ROM drive (you can also download the Palm Desktop software from http://www.trgpro.
TRGpro components Locating front panel controls Screen Graffiti writing area Application buttons Scroll button Power button, Backlight control TRGpro screen Displays the applications and information stored in your TRGpro handheld computer. It is touchsensitive and responds to the stylus. Graffiti® writing area The area where you write letters and numbers using the Graffiti® alphabet. See Chapter 2 to learn how to write Graffiti characters.
Scroll button Displays text and other information that extends beyond the area of the TRGpro handheld computer screen. Pressing the lower half of the scroll button scrolls down to view information below the viewing area, and pressing the upper half of the button scrolls up to view the information above the viewing area. Power button Turns your handheld computer on or off and controls the backlight feature.
Protective flip cover The cover protects the TRGpro handheld computer screen when it is not in use and helps reduce glare while you use your handheld computer. You can open the cover so that it is at an angle, open it fully, or remove it altogether by pulling the cover out of the holes on the sides of the handheld computer. To reattach the cover, reinsert the pegs in the holes.
Locating back panel components IR port Stylus Reset button Contrast control Battery door CompactFlash expansion slot door Serial (COM) port door Stylus Slides in and out of the slot in the back panel of the handheld computer. To use the stylus, remove it from the slot and hold it as you would a pen or pencil. CompactFlash expansion slot door Covers the CompactFlash expansion slot. See the discussion on CompactFlash devices in Chapter 8 for more information.
Battery door Covers the batteries that power your handheld computer. Serial (COM) port door Covers the connector that connects your handheld computer to the cradle, which in turn connects to the back of your computer. This allows you to update the information between your handheld computer and personal computer using HotSync technology. Installing the batteries To use your TRGpro handheld computer, you must install two AAA alkaline batteries.
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 computer, and that the batteries are firmly seated in the battery compartment.
Elements of the handheld computer interface Menu bar Pick list Check box Command buttons Icons Menu bar A set of commands that are specific to the application. Not all applications have a menu bar. Command buttons Tap a button to perform a command. Command buttons appear in dialog boxes and at the bottom of application screens. Icons Tap the icons to open applications Calculator , menus , , and to find text anywhere in your data .
Previous/next arrows Scroll bar Scroll bar Drag the slider, or tap the top or bottom arrow, to scroll the display one line at a time. To scroll to the previous page, tap the scroll bar just above the slider. To scroll to the next page, tap the scroll bar just below the slider. You can also scroll to the previous and next pages by pressing the upper and lower portions of the scroll button on the front panel of the handheld computer.
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 handheld computer, 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.
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.
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.
synchronizing with your handheld computer 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.
writing, you write simple strokes with the stylus and they are instantly recognized as letters or numbers. Write letters here Write numbers here Division marks Your handheld computer 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.
information. Using Palm Desktop software If you have new records you want to add to your handheld computer and prefer to use the personal 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 computer. After the information is in Palm Desktop software, perform a HotSync operation to synchronize your handheld computer with your computer.
Customizing your handheld computer You can customize your handheld computer 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 computer to work with a modem or network. See Chapter 7 for more information on customizing your handheld computer. To open the Preferences screens: 1. Tap the Applications icon 2.
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. To set the volume level: 1. Tap the Applications icon . 2. Tap the Volume icon at the top of the screen. Slider Control 3. Drag the Slider Control button towards the top of the screen to increase the volume level, or towards the bottom to decrease the volume level. 4.
TRGpro handheld computer: 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 personal computer and handheld computer. It is a good idea to back up your data in case something happens to the data on your handheld computer. Changes you make on your handheld computer or Palm Desktop software appear in both places after you synchronize.
■ 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. Connecting the cradle The cradle that comes with your TRGpro handheld computer enables you to synchronize the information on your handheld computer with the Palm Desktop software using HotSync technology. To connect the cradle: 1.
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 personal 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 personal computer’s hard disk. You must use the installer to place the files in their proper locations and to decompress the files.
the connection software for your PIM, called a conduit, that lets you synchronize the data between your handheld computer and your PIM.
Chapter 2 Entering Data in Your Handheld Computer This chapter explains how to enter data into your handheld computer, by writing with the stylus in the Graffiti® writing area, by using the onscreen keyboard, by using the personal 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.
■ Most characters require only a single stroke. When you lift the stylus from the Graffiti writing area, your handheld computer 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.
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 computer 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.
The Graffiti alphabet Letter Strokes Letter A N B O C P D Q E R F S G T H U I V J W K X L Y M Z Space Back Space Carriage Return Period Page 28 Strokes tap twice Entering Data in Your Handheld Computer
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).
Graffiti numbers Number Strokes Number 0 5 1 6 2 7 3 8 4 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.
Symbol Stroke Symbol Stroke Period .
, + ± X : = , c ƒ ,, . ? Y = ! ,, • ∅ Writing accented characters To create accented characters, draw the stroke normally used to create the letter, followed by an accent stroke. Graffiti writing then adds the accent to the letter. For example, the following diagram shows the strokes required to draw an accented “e.
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 Stroke Move cursor right Move cursor left Previous field (Address Book only) Next Field (Address Book only) Open Address Record (Address Book only) 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.
Your handheld computer includes the following predefined Graffiti ShortCuts: Entry ShortCut Date stamp ds Time stamp ts Date / time stamp dts Meeting me Breakfast br Lunch lu Dinner di Page 34 Entering Data in Your Handheld Computer
Using the onscreen keyboard You can open the onscreen keyboard anytime you need to enter text or numbers on your handheld computer. 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.
Importing data If you have data stored in personal computer applications such as spreadsheets and databases, or if you want to import data from another Palm Computing platform device, you can transfer the data to your TRGpro handheld computer 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 computer.
imported field on the right. If you do not want to import a field, deselect the check box for that field. 8. Click OK. The imported data is highlighted in the application. 9. To add the imported data to your handheld computer, perform a HotSync operation. See Palm Desktop online Help for more information on importing and exporting data.
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Chapter 3 Managing Your Applications This chapter explains how to switch between applications on your TRGpro™ 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 handheld computer is equipped with a variety of applications.
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.
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.
Installing and removing applications This section explains how to install and remove applications on your TRGpro handheld computer and how to remove Palm™ Desktop software from your personal computer. Installing add-on applications Your TRGpro handheld computer comes with the Date Book, Address Book, To Do List, Memo Pad, Expense, Calculator, and Mail applications installed and ready to use. You can also install additional applications on your handheld computer, such as games and other software.
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. 4. In the User drop-down list, select the name that corresponds to your TRGpro handheld computer.
5. Click Add. 6. Select the application(s) that you want to install on your handheld computer. 7. Click Open. Note: Review the list of applications you selected in the Install Tool dialog box. If you do not want to install an application, select it, and then click Remove. (This does not remove the application from your computer; it simply removes it from the list of applications to install.) 8. Click Done. 9. Perform a HotSync operation to install the application(s) you selected in step 6.
Removing applications In the event that you run out of memory or decide that you no longer need an application you installed, you can remove applications from your handheld computer. You can remove only add-on applications, patches, and extensions that you install; you cannot remove the applications that reside in the ROM portion of your handheld computer. To remove an add-on application: 1. Tap the Applications icon 2. Tap the Menu icon . . 3. Tap App, and then tap Delete. 4.
CD if you want to synchronize data with another PIM.
Security Your handheld computer comes with a Security application so that unauthorized users cannot view the entries you wish to protect. In Security, you can do the following: ■ Turn off and lock your handheld computer so that it does not operate until you enter the correct password. ■ Hide records that you mark as private. You can hide private records with or without a password. Without a password, private records are hidden until you set the Security application to show them.
Changing or deleting a password Once you define a password for your handheld computer, you can change or delete it at any time. You must enter the current password before you can change or delete it. To change or delete your password: 1. Tap the Password box. 2. Enter the current password. Tap here 3. Tap OK. 4. Do one of the following: To change the password, enter the new password, and tap OK. To delete the password, tap Delete.
To lock your handheld computer with a password: 1. Perform a HotSync operation to synchronize the data between your handheld computer and your computer. See “Exchanging and updating data: HotSync operations” in Chapter 4 for information on synchronizing your data. 2. Assign a password. 3. Tap Turn Off & Lock Device. Tap Off and Lock 4. Tap Off & Lock. 5. To start your handheld computer, turn it on, and then enter the password.
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Chapter 4 Using Your Basic Applications Your handheld computer includes these basic applications: ■ Date Book ■ Address Book ■ To Do List ■ Memo Pad ■ Calculator ■ Expense This chapter is divided into three sections: ■ “Overview of basic applications” briefly describes each application and explains how to open it. ■ “Common tasks” gives instructions on how to do tasks that you can do in most or all of the basic applications.
Overview of basic applications Date Book Date Book lets you quickly and easily schedule appointments or any kind of activity associated with a time and date. In Date Book, you can do the following: ■ Enter a description of your appointment and assign it to a specific time and date. ■ Display a chart of your appointments for an entire week. The Week View makes it easy to spot available times and any potential scheduling overlaps or conflicts.
Address Book Address Book enables you to keep names, addresses, phone numbers, and other information about your personal or business contacts. In Address Book, you can do the following: ■ Quickly look up or enter names, addresses, phone numbers, and other information. ■ Enter up to five phone numbers (home, work, fax, car, etc.) or e-mail addresses for each name. ■ Define which phone number appears in the Address List for each Address Book entry.
To Do List To Do List is a convenient place to create reminders and prioritize the things that you have to do. In To Do List, you can do the following: ■ Make a quick and convenient list of things to do. ■ Assign a priority level to each task. ■ Assign a due date for any or all of your To Do List items. ■ Assign To Do List items to categories so that you can organize and view them in logical groups. ■ Sort your To Do List items either by due date, priority level, or category.
Memo Pad Memo Pad provides a place to take notes that are not associated with records in Date Book, Address Book, or To Do List. In Memo Pad, you can do the following: ■ Take notes or write any kind of message on your handheld computer. ■ Drag and drop memos into popular personal computer applications like Microsoft Word when you synchronize using Palm™ Desktop software and HotSync® technology. ■ Assign memos to categories so that you can organize and view them in logical groups.
■ Display the last series of calculations, which is useful for confirming a series of “chain” calculations. To open Calculator: ■ Tap the Calculator icon next to the Graffiti® writing area. Expense Expense lets you keep track of your expenses and then transfer the information to a spreadsheet on your personal computer. In Expense, you can do the following: ■ Record dates, types of expenses, amount spent, payment method, and other details associated with any money that you spend.
Common tasks The tasks described in this section use the term “records” to refer to an individual item in any of the basic applications: a single Date Book event, Address Book entry, To Do List item, Memo Pad memo, or Expense item. Creating records You can use the following procedure to create a new record in Date Book, Address Book, To Do List, Memo Pad, and Expense. To create a record: 1. Select the application in which you want to create a record. 2. Tap New. 3.
Entering text For information on how to enter text using Graffiti writing, the onscreen keyboard, or the keyboard attached to your computer, see Chapter 2. Edit menu The Edit menu is available with any screen where you enter or edit text. In general, commands available in the Edit menu apply to text that you select in an application. To select text in an application: 1. Tap the beginning of the text that you want to select. 2. Drag the stylus over the text to highlight it (in black).
Keyboard Opens the onscreen keyboard. When you finish with the onscreen keyboard, tap Done. Graffiti Help Opens screens that show all the Graffiti character strokes. Use this command anytime you forget a stroke for a character. Deleting records To delete a record in any of the basic applications: 1. Select the record you want to delete. 2. Tap the Menu icon . 3.
Purging records Over time, as you use Date Book, To Do List, and Expense, you’ll accumulate records in these applications that have outlived their usefulness. For example, events that occurred months ago remain in the Date Book, and To Do List items that you marked as completed remain in the list, as do Expense items. All these outdated records take up memory on your handheld computer, so it’s a good idea to remove them by using Purge.
Desktop software. Changes you make on your handheld computer or Palm Desktop software appear in both places after a HotSync operation. HotSync technology synchronizes only the needed portions of files, thus reducing synchronization time. You can synchronize your data by connecting your handheld computer directly to your personal computer with the cradle or indirectly with a modem or network. See Chapter 6 for information about performing HotSync operations via a modem or network.
Tip: The bottom edge of the handheld computer should align smoothly with the cradle when it is inserted properly. 2. If the HotSync Manager is not running, start it: On the Windows desktop, click Start, and then choose Programs. Navigate to the Palm Desktop software program group and choose HotSync Manager. Alternatively, you can start the Palm Desktop software which automatically opens the HotSync Manager. 3. Press the HotSync button Note: on the cradle.
synchronize more than one handheld computer to the same user name. The HotSync Progress dialog box appears and synchronization begins. 4. Wait for a message on your handheld computer indicating that the process is complete. After the HotSync process is complete, you can remove your handheld computer from the cradle. Categorizing records Categorize records in the Address Book, To Do List, Memo Pad, and Expense applications so that they are grouped logically and are easy to review.
use these procedures in all the applications in which categories are available. Categories are not available in Date Book. To move a record into a category: 1. Select the record you want to categorize. 2. In Address Book only: Tap Edit. 3. Tap Details. 4. Tap the Category pick list to display the list of available categories. 5. Select the category for the record. 6. Tap OK. To display a category of records: 1. Tap the category pick list in the upper-right corner of the List screen. Tap here 2.
To define a new category: 1. Tap the category pick list in the upper-right corner of the screen. Tap here 2. Tap Edit Categories. 3. Tap New. 4. Enter the name of the new category, and then tap OK. 5. Tap OK. You can assign any of your records to the new category. To rename a category: 1. Tap the category pick list in the upper-right corner of the screen. 2. Tap Edit Categories.
3. Select the category that you want to rename, and then tap Rename. 4. Enter the new name for the category, and then tap OK. 5. Tap OK. Tip: Page 66 You can group the records in two or more categories into one category by giving the categories the same name. For example, if you change the name of the Personal category to Business, all records formerly in the Personal category appear in the Business category.
Finding records Your handheld computer offers several ways to find information quickly: ■ All applications: Find locates any text that you specify, always starting with the current application. ■ Date Book, To Do List, Memo Pad: Phone Lookup displays the Address List screen and lets you add the information that appears in this list to a record. ■ Address Book: The Look Up line lets you enter the first letters of a name to scroll immediately to that name.
To look up an Address Book record: 1. Display the Address List screen. 2. Enter the first letter of the name you want to find. Look Up line The list scrolls to the first entry that begins with that letter. If you write another letter, the list scrolls to the first entry that starts with those two letters. For example, writing an “s” scrolls to “Sands,” and writing “sm” scrolls further to “Smith.” If you sort the list by company name, the Look Up feature scrolls to the first letter of the company name. 3.
As your handheld computer searches for the text, you can tap Stop at any time. You may want to do this if the entry you want appears before your handheld computer finishes the search. To continue the search after you tap Stop, tap Find More. 4. Tap the text that you want to review. Using Phone Lookup Phone Lookup displays the Address List screen and lets you add the information that appears in this list to a record. To use Phone Lookup: 1. Display the record in which you want to insert a phone number.
5. Tap Add. The name you selected, along with the other information associated with it, is pasted into the record you selected in step 1. Phone Lookup tips Write the Graffiti Command stroke “/L” to activate the Phone Lookup feature. You can also activate it in the following circumstances: ■ While entering text: For example, to insert the full name and phone number for someone with the last name “Williams,” write the Graffiti characters for “Wi” and then the Phone Lookup Command stroke “/L.
3. Tap Who. Tap here 4. Tap Lookup. The Attendees Lookup screen displays all the names in your Address Book that have data in the Company field. 5. Select the name you want to add, and then tap Add. The name appears in the Attendees screen. 6. Repeat steps 4 and 5 to add more names. 7. Tap Done. 8. Tap OK. Sorting lists of records You can sort lists of records in various ways, depending on the application.
3. Tap Options, and then tap Preferences. Address Book: Memo Pad: 4. Do one of the following: Address Book: Tap the setting you want. Memo Pad: Tap the Sort by pick list and select Alphabetic or Manual. 5. Tap OK. To sort the Memo List manually, tap and drag a memo to a new location in the list. Note: To make the list of your memos appear in Palm Desktop software as you manually sorted it on your handheld computer, open Memo Pad in Palm Desktop software and click List by. Then select Order on handheld.
To hide private records: 1. Tap the Applications icon . 2. Tap Security. 3. Tap Hide. Tap Hide 4. Tap Hide to confirm that you want to hide private records. To display private records: 1. Tap the Applications icon . 2. Tap Security. 3. Tap Show. If you do not have a password, hidden records become visible. If you have a password, the Show Private Records dialog box appears. Go to step 4. Tap Show 4. Enter your password, and then tap Show.
To make a record private: 1. Display the entry that you want to make private. 2. Tap Details. 3. Tap the Private check box to select it. 4. Tap OK. Attaching notes In all basic applications except Memo Pad, you can attach a note to a record. A note can be up to several thousand characters long. For example, for an appointment in Date Book, you can attach a note with directions to the location. To attach a note to a record: 1. Display the entry to which you want to add a note. 2.
Choosing fonts In all basic applications except Expense, you can change the font style to make text easier to read. You can choose a different font style for each application. Large font Small font Bold font To change the font style: 1. Open an application. 2. Tap the Menu icon . 3. Tap Options, and then tap Font. 4. Tap the font style you want to use. Tap here for bold font Tap here for large font Tap here for small font 5. Tap OK.
Application-specific tasks Date Book When you open Date Book, the screen shows the current date and a list of times for a normal business day. Scheduling an event A record in Date Book is called an “event.” An event can be any kind of activity that you associate with a day. You can enter a new event on any of the available time lines. When you schedule an event, its description appears on the time line, and its duration is automatically set to one hour.
2. Enter a description of the event. You can enter up to 255 characters. 3. If the event is one hour long, skip to step 7. If the event is longer or shorter than an hour, tap the time of the event to open the Set Time dialog box. Tap the time of an event Tip: You can also open the Set Time dialog (to select a start time) by making sure no event is selected, and then writing a number on the number side of the Graffiti writing area. 4.
To schedule an event for another day: 1. Select the date you want for the event by doing one of the following: ■ Tap the day of the week that you want in the date bar at the top of the screen. If necessary, tap the Previous week or Next week scroll arrows to move to another week. Previous week Next week Tap to select a day of the current week Tip: ■ You can also use the scroll button on the front panel of your handheld computer to move forward or backward one day at a time.
To schedule an untimed event: 1. Select the date that you want for the event as described in “To schedule an event for another day.” 2. Tap New. 3. Tap OK, so that no start or end times are defined for the new event. Tip: You can also create a new untimed event by making sure no event is selected and then writing letters in the Graffiti writing area. 4. Enter a description of the event. New untimed event No time selected 5. Tap a blank area on the screen to deselect the untimed event.
Rescheduling an event You can easily make changes to your schedule with your handheld computer. To reschedule an event: 1. Tap the event you want to reschedule. 2. Tap Details. 3. To change the time, tap the Time box and select a new time. 4. To change the date, tap the Date box and select a new date. 5. Tap OK. Setting an alarm for an event The Alarm setting enables you to set an audible alarm for events in your Date Book. You can set an alarm to sound minutes, hours, or days before an event.
6. Tap OK. Alarm for untimed events: You can set a silent alarm for an untimed event. In this case, the alarm triggers at the specified period of minutes, hours, or days before midnight (beginning) of the day of the untimed event. No audible alarm sounds for an untimed event; instead, the reminder message appears onscreen. For example, you set an alarm for an untimed event that occurs on February 4th. If the alarm is set for 5 minutes, the reminder message appears at 11:55 PM on the night of February 3rd.
5. Enter a number that corresponds to how often you want the event to repeat on the Every line. For example, if you select Month and enter the number 2, the event repeats every other month. 6. To specify an end date for the repeating or continuous event, tap the End on pick list and tap Choose Date. Use the date picker to select an end date. 7. Tap OK. After you schedule a repeating or continuous event, this icon appears to the far right of the event.
To display the current time: ■ Tap the date in the date bar to display the current time. After a few seconds, the date reappears. Tap the date Current time displays Working in Week View: Week View shows the calendar of your events for an entire week. This view lets you quickly review your appointments and available time slots. In addition, the graphical display helps you spot overlaps and conflicts in your schedule. To display the Week View: 1. Tap the Week View button. Week View 2.
3. Tap an event to show a description of the event. Event details Tap to show event details Tips for using Week View: Keep the following points in mind. ■ To reschedule an event, tap and drag the event to a different time or day. ■ Tap a blank time on any day to move to that day and have the time selected for a new event. ■ Tap any day or date that appears at the top of the Week View to move directly to that day without selecting an event.
Event conflicts Working in Month View The Month View screen shows which days have events scheduled. Dots and lines in the Month View indicate events, repeating events, and untimed events. Previous/next month Dashed line indicates continuous event Dots on right side indicate events Dots below date indicate untimed events Month View button You can control the dots and lines that appear in the Month View. See “Options menu” later in this chapter. Tips for using Month View: Keep the following points in mind.
Date Book menus, preferences, and display options Date Book menus are shown here for your reference, and Date Book features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands.
Display Options Chapter 4 Allows you to change Date Book’s appearance and which events display. ■ Show Time Bars. Activates the time bars that appear in the Day View. The time bars show the duration of an event and illustrate event conflicts. ■ Compress Day View. Controls how times appear in the Day View. When Compress Day View is off, all time slots display. When it is on, start and end times display for each event, but blank time slots toward the bottom of the screen disappear to minimize scrolling.
Preferences About Date Book Page 88 ■ Start/End Time. Defines the start and end times for Date Book screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down. ■ Alarm Preset. Automatically sets an alarm for each new event. The silent alarm for untimed events is defined by minutes, days, or hours before midnight of the date of the event. ■ Alarm Sound. Sets the tone of the alarm. ■ Remind Me. Defines how many times the alarm sounds.
Address Book Address Book is the application in which you store name and address information about people or businesses. Creating an Address Book entry A record in Address Book is called an “entry.” You can create entries on your handheld computer, or you can use Palm Desktop software to create entries on your personal computer and then download the entries to your handheld computer with your next HotSync operation.
4. Use the Next Field Graffiti stroke to move to the First Name field. Next Field You can also move to any field by tapping it directly. Tip: 5. Enter the person's first name in the First Name field. 6. Enter the other information that you want to include in this entry. 7. Tap the scroll arrows to move to the next page of information. 8. After you finish entering information, tap Done.
3. Tap the pick list next to the label you want to change. Tap triangle 4. Select a new label. Changing Address Entry details The Address Entry Details dialog box provides a variety of options that you can associate with an entry. To open the Address Entry Details dialog box: 1. Tap the entry whose details you want to change. 2. Tap Edit. 3. Tap Details. 4. Select any of the following settings: Show in List Select which type of phone or other information appears in the Address List screen.
Address Book menus Address Book menus are shown here for your reference, and Address Book features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. The Record and Options menus differ depending on whether you’re displaying the Address List screen or the Address View screen. Record menus Address List Address View Options menus Address List Address View Preferences ■ Page 92 Remember last category.
Rename Custom Fields These custom fields appear at the end of the Address Edit screen. Rename them to identify the kind of information you enter in them. The names you give the custom fields appear in all entries. About Address Book Shows version information for Address Book.
To Do List A To Do List item is a reminder of some task that you have to complete. A record in To Do List is called an “item.” To create a To Do List item: 1. Press the To Do List application button organizer to display the To Do List. on the front of your 2. Tap New. New To Do item Tap New 3. Enter the text of the To Do List item. The text can be longer than one line. 4. Tap anywhere onscreen to deselect the To Do List item.
To set the priority of a To Do List item: 1. Tap the Priority number on the left side of the To Do List item. Tap here Tap to select priority 2. Tap the Priority number that you want to set (1 is most important). Checking off a To Do List item You can check off a To Do List item to indicate that you’ve completed it. You can set the To Do List to record the date that you complete the To Do List item, and you can choose to show or hide completed items. See “To Do Show Options” later in this chapter.
To display the To Do Item Details dialog box: 1. Tap the text of the item whose details you want to change. 2. Tap Details. Setting a due date You can associate a due date with any To Do List item. You can also sort the items that appear in the list based on their due date. To set a due date for a To Do List item: 1. In the Details dialog box, tap “No Date” to open the Due Date pick list. Tap here 2. Tap the date that you want to assign the item: Today Assigns the current date.
To Do Show Options The Show Options dialog box enables you to control the appearance of To Do List. To change the Show Options settings: 1. In To Do List, tap Show. 2. Select any of the following settings: Show Completed Items Displays your completed items in the To Do List. If you turn off this setting, your To Do items disappear from the list when you complete (check) them. Items that no longer appear on the list because you turn off this setting have not been deleted.
Show Due Dates Displays the due dates associated with items in the To Do List and displays an exclamation mark next to items that remain incomplete after the due date passes. Show Priorities Shows the priority setting for each item. Show Categories Shows the category for each item. 3. Tap OK. To Do List menus To Do List menus are shown here for your reference, and To Do List features that are not explained elsewhere in this book are described here.
Memo Pad A memo can contain up to 4,000 characters. The number of memos you can store is dependent only on the memory available on your handheld computer. A record in Memo Pad is called a “memo.” To create a new memo: 1. Press the Memo Pad application button on the front of your handheld computer to display the Memo List. 2. Tap New. Tap New Tip: In the Memo List screen, you can also begin writing in the Graffiti writing area to create a new memo.
To review a memo: 1. In the Memo List, tap the text of the memo. Tap a memo to reviewits contents 2. Review or edit the text in the memo. 3. Tap Done. Memo Pad menus Memo Pad menus are shown here for your reference, and Memo Pad features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. The Record and Options menus differ depending on whether you’re displaying the Memo List or an individual memo.
Go to Top of Page Moves to the top (first) line of the memo. Go to Bottom of Page Moves to the bottom (last) line of the memo. Preferences Displays the Memo Preferences dialog box, where you define the sort order for memos. About Memo Pad Shows version information for Memo Pad.
Calculator The Calculator includes several buttons to help you perform calculations. Clears the last number you entered. Use this button if you make a mistake while entering a number in the middle of a calculation. This button enables you to re-enter the number without starting the calculation over. Clears the entire calculation and enables you to begin a fresh calculation. Toggles the current number between a negative and positive value.
3. After you finish reviewing the calculations, tap OK. Calculator menus Calculator menus are shown here for your reference, and Calculator features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Options menus About Calculator Chapter 4 Shows version information for Calculator.
Expense Expense enables you to record the date, expense type, and the amount that you spent. A record in Expense is called an “item.” You can sort your Expense items into categories or add other information that you want to associate with the item. To create an Expense item: 1. Tap the Applications icon . 2. Tap Expense. 3. Tap New. Cursor of new item Tap New Tip: You can also create a new Expense item by writing on the number side of the Graffiti writing area while in the Expense List screen.
Tip: A quick way to create a new Expense item is to make sure that no Expense item is selected in the Expense List, write the first letter(s) of the expense type, and then write the numerical amount of the Expense item. This technique takes advantage of the automatic fill feature. See “Options menu” later in this chapter for details. Changing the date of an Expense item Initially, Expense items appear with the date you enter them. You can use Expense to change the date associated with any Expense item.
3. Select any of the following options: Category See “Categorizing records” earlier in this chapter. Type Opens a pick list of expense types. Payment Lets you choose the payment method used to pay the Expense item. If the item is prepaid (such as airline tickets supplied by your company), you can choose Prepaid to place your expense in the appropriate companypaid cell of your printed expense report spreadsheet. See “Transferring your data to Microsoft Excel” later in this chapter for more information.
Tap Edit currencies 2. Tap each Currency pick list and select the country whose currency you want to display on that line. 3. Tap OK to close the Select Currencies dialog box. 4. Tap OK. Defining a custom currency symbol If the currency you want to use is not in the list of countries, you can create your own custom country and currency symbol. To define a custom currency symbol: 1. Tap the Menu icon . 2. Tap Options, and then tap Custom Currencies. 3. Tap one of the four Country boxes.
5. Tap OK to close the Currency Properties dialog box. 6. Tap OK. Note: If you want to use your custom currency symbol as the default for all Expense items, select the symbol in the Preferences dialog box. If you want to use your custom currency symbol only for a particular Expense item, select the symbol in the Receipt Details dialog box associated with that item. Show Options Show Options define the sort order and other settings that relate to your Expense items. To open the Show Options dialog box: 1.
Note: You need Microsoft Excel version 5.0 (or later) to view and print your Expense data using one of the provided templates. Microsoft Excel is not included with the TRGpro handheld computer package. The procedures in this section also assume that you have installed Palm Desktop software. See “Connecting the cradle” in Chapter 1 for more information. Creating or printing an expense report Palm Desktop software makes it quick and easy to view and print your Expense data in a Microsoft Excel spreadsheet.
5. Do one of the following: Click Print to display the expense report in the Print Preview window, and then click Print in the Microsoft Excel window to print your expense report. Click Create to display a Microsoft Excel spreadsheet containing your expense data. Your data appears in Microsoft Excel spreadsheet form. You can enter information, make formatting changes, and save and print the file in the normal manner.
If you want to streamline or customize your expense reports, you can change these templates. For example, you can add your company name to a template. See Appendix C for information on changing templates.
To view your expense data using a Microsoft Excel template: 1. Display your expense data in a Microsoft Excel spreadsheet as described in the previous procedure. 2. Click Options. Enter name and other information Choose expense template 3. Enter name, department, and other information as necessary for your expense report. 4. Click the Templates menu; then select an expense template.
Options menu Preferences About Expense Chapter 4 ■ Use automatic fill. Lets you select an expense type by writing the first letter of an expense type in the Graffiti writing area. For example, if you write the letter “T,” it enters the “Taxi” expense type. Writing “T” and then “E” enters “Telephone” which is the first expense type beginning with the letters “TE.” ■ Default currency. Sets the default currency symbol for Expense. Shows version information for Expense.
Page 114 Using Your Basic Applications
Chapter 5 Communicating Using Your Handheld Computer The previous chapter described the features of your handheld computer that help you stay organized. This chapter describes the features that help you stay connected. ■ Managing desktop e-mail: Using your handheld computer, you can read, reply to, compose, and delete e-mail from your desktop email application while you’re away from your desk.
In Mail, you can do the following: ■ View, delete, file, and reply to incoming mail. ■ Create outgoing e-mail items and drafts of e-mail items. ■ Create simple or complex filters, which allow you to decide the type of e-mail that your handheld computer retrieves from your desktop e-mail application. ■ Use your handheld computer in its cradle to send and retrieve email items from your desktop e-mail application.
To select HotSync options: in the Windows system tray (bottom1. Click the HotSync icon right corner of the taskbar). 2. Choose Custom. Tip: You can also choose Custom from the HotSync menu in Palm Desktop software. 3. Select Mail in the list box. 4. Click Change. 5. Click one of the following settings: Synchronize the files Synchronizes the mail on your handheld computer and your desktop E-Mail application.
Set As Default Tip: Changes the default setting on an ongoing basis. (When you first set up Mail, Synchronize the files is the default setting.) To turn off Mail, select Do Nothing and then select the Set As Default check box. To change your Mail setup options: 1. Click the HotSync icon in the Windows system tray. 2. Choose Custom. Tip: You can also choose Custom from the HotSync menu in Palm Desktop software. 3. Select Mail in the list box. 4. Click Change. 5. Modify your settings as needed. 6.
Previously read To open an e-mail item: ■ Tap an e-mail item to open it. Header mode icons Recipient Subject Sender Time and date sent E-mail body To close an e-mail item: ■ Tap Done to close the e-mail item. Displaying full header information By default, Mail displays abbreviated header information, which comprises only the From: and Subj: fields.
Creating e-mail items You create e-mail items with your handheld computer the same way you create e-mail with your desktop e-mail application: you identify the recipient(s) of the e-mail item, define a subject, and create the body of the e-mail item. You create original e-mail items and replies in the New Message screen. All e-mail items must, at the very least, contain information in the To: and Subj: fields.
To create an e-mail item: 1. Tap New. Tap New Tip: You can also create an e-mail item by tapping New from the Message menu. 2. Enter the e-mail address of the recipient. Note: Enter the address as if you were entering it from your desktop e-mail application. For example, network users sending an e-mail item to a user on the same network do not need to add Internet information, such as @mycorp.com. 3.
Tip: If the address, CC, subject, or body exceeds the capacity of the screen display, tap the name of the field (for example, tap “To:”) to expand that field. Tap the Done button to return to the New Message screen. Tap the name of the field to open Tap to return to New Message screen To reply to an e-mail item: 1. Tap an e-mail item in the Message List to display it onscreen. 2. Tap Reply. 3.
Looking up an address To identify the recipient of an e-mail item, you need to enter that person’s e-mail address. You can do this either by entering the data directly into the field or by using the Look Up command to access the information in your Address Book. To look up an e-mail address: 1. Tap either the To: or CC: field name to expand it. 2. Enter the first few letters of the last name of the person whose address you want to find. 3. Tap Lookup. 4.
Tap to select Tap here to enter address in field Adding details to e-mail items Before you send your e-mail item, you can attach additional attributes to it, such as a signature or a priority level. These features are dependent on the desktop e-mail application you use. If your application does not support the attribute you select, your handheld computer cannot attach that attribute to the e-mail item. The following details are available: Priority Flags an e-mail item as High, Normal, or Low priority.
Setting a priority To set a priority for your e-mail item: 1. In the New Message screen, tap Details. Tap here 2. Tap the Priority pick list and select the priority you want. Tap here Tap to select priority 3. Tap OK. Tip: Your handheld computer can flag e-mail items with a specific priority only if your desktop E-Mail application supports this feature. Sending a blind carbon copy To add a BCC field to your e-mail item: 1. In the New Message screen, tap Details. 2.
BCC field 4. Tap the BCC: field and enter an address. Adding a signature to your e-mail item A signature consists of information about yourself that is appended to your e-mail item as its closing. For example, a signature can contain your name, address, phone and fax numbers, and any other text you want to include. By defining such information as a signature, you save yourself the trouble of having to enter it every time you create an e-mail item. Adding a signature to your message is a two-part process.
To add a signature to your e-mail item: 1. In the New Message screen, tap Details. 2. Tap the Signature check box to select it and add your signature to the e-mail item. Note: The check box stays selected, so all subsequent e-mail items you create will also contain your signature until you deselect the Signature option. 3. Tap OK. Note: The signature does not display in your e-mail item; only your recipient sees the signature.
you can edit the item and resend it, save it as a draft, or delete it. To retrieve an e-mail item: 1. In the Message List, tap Outbox from the pick list in the upperright corner. Tap here to display folder 2. Tap the e-mail item you want to retrieve. Tap here to select item Tap to edit item 3. Tap Edit. Draft e-mail Sometimes you may not want to send an e-mail item immediately; for example, you may want to add additional information before sending it.
To save an e-mail item as a draft: 1. Create an e-mail item. 2. Tap the Menu icon . 3. Tap Message, and then tap Save Draft. To edit an e-mail item saved as a draft: 1. In the Message List, tap Draft from the pick list in the upper-right corner. 2. Tap the draft you want to display. Tap here to select item Tap to edit item 3. Tap Edit. 4. Enter your changes; then either save the e-mail item again as a draft, or tap Send to move the item to your Outbox folder.
To remove e-mail from the Filed folder: 1. In the Message List, tap Filed from the pick list in the upper-right corner. 2. Tap the e-mail item you want to restore. 3. Tap Edit to display and modify the item. Tip: After you display and modify the e-mail item, you can send it, save it as a draft, or return it to the Filed folder. Deleting e-mail Your handheld computer stores deleted e-mail in the Deleted folder until you perform the next HotSync operation.
Purging deleted e-mail Because your handheld computer stores deleted e-mail in the Deleted folder until you perform a HotSync operation, deleted e-mail can monopolize storage space. To avoid or correct this problem, purge the contents of your Deleted folder. E-mail that you purge is still deleted from your desktop e-mail application when you perform the next HotSync operation. To purge the contents of the Deleted folder: 1. Tap the Menu icon . 2. Tap Message, and then tap Purge Deleted. 3. Tap Yes.
2. Select the folder you want to display in the Message List screen. Date column The Date column is optional in the Message List. By default, the Date column is hidden to increase the available screen space. To show the Date column: 1. In the Message List, tap Show. Tap Show 2. Tap the Show Date check box to select it. 3. Tap OK. Sorting the Message List You can sort e-mail items by the date sent, by sender, or by subject.
3. Tap OK. HotSync options HotSync options enable you to manage your e-mail more effectively by selecting which e-mail items download when you synchronize your personal computer and your handheld computer. You can define different settings for local and remote synchronization. For example, you may want to download all of your e-mail during local synchronization and only urgent e-mail during remote synchronization.
Send Only During synchronization, only the e-mail items in your handheld computer Outbox are sent to your desktop e-mail application; from there, they are sent to their destinations. Filter During synchronization, all e-mail items in your handheld computer Outbox are sent to your desktop e-mail application, and items in your desktop e-mail Inbox that meet specific criteria download to your handheld computer.
To access the special filter settings: ■ Tap the Filter box in the HotSync Options dialog box. Tap here to display Filter options Ignoring or receiving e-mail The first step in establishing a special filter is to determine whether you want to ignore or retrieve e-mail that matches the information you specify.
Retrieve Only Msgs Containing Tells your handheld computer to include only the e-mail items that meet the criteria you define and to ignore all other e-mail items during synchronization. This filter has the potential to block more e-mail during synchronization because it downloads only one subset of e-mail. Defining filter strings E-mail items are filtered based on the information contained in their To:, From:, and Subj: fields.
To define a filter string: 1. Tap a header field in the HotSync Options dialog box. Tap here to insert cursor 2. Enter your filter string, using commas or spaces to separate the words. Do not add connectors, such as AND or OR, between words in a string. 3. If your string exceeds the length of the field, tap the name of the field to display the Notes screen for that header field. For more information about header field Notes screens, see “Creating e-mail items” earlier in this chapter.
2. Tap the Retrieve All High Priority check box to select it. Tap check box 3. Tap OK. Note: This setting is applicable only if your e-mail application has the capacity to flag high-priority e-mail items. Truncating e-mail items The Truncate feature lets you set a point at which long e-mail items truncate when downloading to your handheld computer. By default, this Truncate value is 4,000 characters.
3. Tap OK. Mail menus Mail menus are shown here for your reference, and Mail features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 1 for information about choosing menu commands. Message menus The Message menu varies depending on whether you are viewing an e-mail item, creating an e-mail item, or viewing the Message List.
Beaming information Your handheld computer is equipped with an IR (infrared) port that you can use to beam information to another Palm Computing platform device that’s close by and also has an IR port. The IR port is located at the top of the handheld computer.
5. Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your handheld computer. To beam an application: 1. Open the Applications Launcher. 2. Tap the Menu icon . 3. Tap App, and then tap Beam. 4. Tap the application you want to transfer. Note: Some applications are copy-protected and cannot be beamed. These are listed with a lock icon next to them. 5. Tap Beam. 6.
■ You can use the Graffiti Command stroke /B to beam the current entry.
Chapter 6 Advanced HotSync® Operations HotSync® technology enables you to synchronize data between one or more TRGpro™ handheld computers and Palm™ Desktop software or another PIM such as Microsoft Outlook. To synchronize data, you must connect your handheld computer and Palm Desktop software either directly, by placing your unit in the cradle attached to your personal computer, or indirectly, with a modem or network.
Always available Adds HotSync Manager to the Startup folder and constantly monitors the communication port for synchronization requests from your handheld computer. With this option, the HotSync Manager synchronizes data even when Palm Desktop software is not running. Available only when Palm Desktop software is running Starts HotSync Manager and monitors requests automatically when you open Palm Desktop software. Manual Monitors requests only when you select HotSync Manager from the Start menu.
Serial Port Identifies the port that Palm Desktop software uses to communicate with the cradle. This selection should match the number of the port to which you connected the cradle. Note: Your handheld computer cannot share this port with an internal modem or other device. See “TRGpro components” in Chapter 1 if you have trouble identifying the serial port. Speed Determines the speed at which data is transferred between your handheld computer and Palm Desktop software.
Customizing HotSync application settings For each application, you can define a set of options that determines how records are handled during synchronization. These options are called a “conduit.” By default, a HotSync operation synchronizes all files between the handheld computer and Palm Desktop software. In general, you should leave the settings to synchronize all files.
6. Click the direction in which you want to write data, or click Do Nothing to skip data transfer for an application. Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings. To use a new setting on an ongoing basis, select the Set As Default box. Thereafter, whatever you selected as the default setting is used when you click the Default button in the Custom dialog. 7. Click OK. 8.
Conducting a HotSync operation via modem You can use a modem, such as the Palm Modem® accessory, to synchronize your handheld computer when you are away from your personal computer. Note: The first HotSync operation must be local, using the cradle. After that, you can perform a modem HotSync operation.
Serial Port Identifies the port for the modem. If you are unsure of the port assignment, look at the Modem Properties in the Windows Control Panel. Speed Determines the speed at which data is transferred. Try the As Fast As Possible rate first, and adjust downward if you experience problems. This setting allows Palm Desktop software and your handheld computer to find and use the fastest speed. Modem Identifies the modem type or manufacturer.
To prepare your handheld computer for a modem HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon . . 3. Tap Modem. 4. 5. Tap the Enter Phone # field. Note: If you plan to connect to your company’s dial-in server (network modem) instead of connecting to a computer modem, see “Conducting a HotSync operation via a network” later in this chapter. 6. Enter the telephone number to access the modem connected to your personal computer. 7.
interruption during the modem HotSync operation. 9. If you want to use a calling card to place the call, select the check box and enter the calling card number. 10. Tap OK. 11. Tap the Prefs icon. 12. Tap the pick list in the upper-right corner of the screen. 13. Tap Connection. See Chapter 7 for additional information on Connection preferences. See Chapter 8 for a discussion on CompactFlash modems.
6. Tap OK. Performing a HotSync operation via a modem After you prepare your desktop/laptop computer and your handheld computer, and select your Conduit Setup options, you are ready to perform a modem HotSync operation. To perform a modem HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon . . 3. Tap the Modem icon to dial the Palm Desktop modem and synchronize the applications. 4. Wait for the HotSync operation to complete.
however, on both Palm Desktop software and your handheld computer. To prepare your computer for a network HotSync operation: 1. Click the HotSync Manager icon Tip: in the Windows system tray. The Windows system tray is usually in the lower-right corner on your computer display. The location may vary depending on the location of the taskbar and the version of Windows you are using. 2. From the HotSync Manager menu, choose Network. 3. From the HotSync Manager menu, choose Setup. 4.
your personal computer on your handheld computer. With this information, your handheld computer can locate your personal computer when you perform a HotSync operation over the network. To prepare your organizer for a network HotSync operation: 1. Tap the Applications icon 2. Tap the HotSync icon 3. Tap the Menu icon . . . 4. Tap Options, then tap Modem Sync Prefs. 5. Tap Network. 6. Tap OK.
Preparing your personal computer for infrared communication Before you can perform a HotSync operation using the IR port, the computer with which you want to synchronize must fulfill these requirements: ■ Your personal computer must support the IrCOMM implementation of the IrDA standards. ■ Your personal computer must have an enabled infrared port that’s built into it or have an enabled infrared device attached to it.
To install a Windows 95 infrared driver: 1. Click the HotSync Manager icon ™ in the Windows system tray and choose Setup. Click the tabs and make a note of the COM ports being used by the HotSync Manager. You need this information later. 2. Go to this web site: http://www.microsoft.com/windows/downloads 3. Follow the links to the Windows 95 IrDA 2.0 (Infrared Driver), and follow the instructions to download the driver. 4. Close your Internet browser if it’s in the way. 5. Find the file W95ir.
To check the ports used for infrared communication: 1. In the Windows taskbar, click Start. 2. Choose Settings, and then choose Control Panel. 3. Double-click Infrared. 4. Click the Options tab. 5. Select Enable infrared communication. The COM port displayed in the drop-down box is the same port to which your infrared device is attached. It should be different from any port that is used by the HotSync Manager. 6. Make a note of which port is listed as “providing application support.
Configuring HotSync Manager for infrared communication Next, you need to go to the HotSync Manager and specify the simulated port used for infrared communication. 1. Click the HotSync Manager icon in the Windows system tray. 2. Make sure Local is checked on the menu. 3. Choose Setup. 4. Click the Local tab. 5. In the Serial Port drop-down box, select the COM port that was given as the simulated port in the Options tab of the Infrared Monitor (in this example, COM4). 6. Click OK.
2. Tap Local. 3. Tap the pick list below the HotSync icon and select IR to a PC/Handheld. 4. Position the IR port of your handheld computer within a couple of inches of the infrared port of your computer. 5. Tap the HotSync icon to start the IR HotSync operation. Tap here to start IR HotSync operation Returning to cradle HotSync operations It’s easy to return to using the cradle for HotSync operations. To return to cradle HotSync operations: 1.
Frequently asked questions about IR HotSync operations Problem Solution I can’t perform an IR HotSync operation. ■ Be sure the HotSync Manager is running and the Serial Port for local operations is set to the simulated port for infrared communication. ■ On your handheld computer, be sure the HotSync application is set to Local, with the option IR to a PC/Handheld.
My handheld computer appears to freeze when I place it near my computer. Move your handheld computer away from the computer’s infrared port. Using File Link The File Link feature enables you to import Address Book and Memo Pad information onto your handheld computer from a separate external file such as a company phone list. HotSync Manager stores the data in a separate category on your Palm Desktop software and your handheld computer.
Creating a user profile If you use the File Link feature to configure several handheld computers with specific information (such as a company phone list) before distributing them to their actual users, you can create a user profile to load the data into an handheld computer without associating that data with a user name. The User Profile feature is designed only for the first-time HotSync operation, before you assign a User ID to a particular handheld computer. To create a user profile: 1.
To use a profile for the first-time HotSync operation: 1. Place the new handheld computer in the cradle. 2. Press the HotSync button on the cradle. 3. Click Profiles. 4. Select the profile that you want to load on the handheld computer, and click OK. 5. Click Yes to transfer all the profile data to the handheld computer. The next time you perform a HotSync operation, Palm Desktop software prompts you to assign a user name to the handheld computer.
Page 164 Advanced HotSync® Operations
Chapter 7 Setting Preferences for Your Handheld Computer The Preferences screens enable you to customize the configuration options on your handheld computer. In the Preferences screens, you can do the following: Buttons Assign different applications to the buttons on the front panel of your handheld computer and the HotSync® button on the cradle, and reassign the full-screen pen stroke command. Digitizer Calibrate the screen on your handheld computer.
4. Select the Preferences screen you want to view. Buttons preferences The Buttons Preferences screen enables you to associate different applications with the buttons on the front of the handheld computer. For example, if you find that you seldom use To Do List and often use Expense, you can assign the To Do List button to start Expense. Any changes you make in the Buttons Preferences screen become effective immediately; you do not have to change to a different screen or application.
Drag to top of screen To change the Pen preferences: 1. Tap Pen. 2. Tap the pick list and select one of the following settings for the fullscreen pen stroke: Backlight Turns on the backlight of your handheld computer. Keyboard Opens the onscreen keyboard for entering text characters. Graffiti Help Opens a series of screens that show the complete Graffiti character set. Turn Off & Lock Turns off and locks the handheld computer. You must assign a password to lock the handheld computer.
Beam Data Beams the current record to another handheld computer. 3. Tap OK. HotSync buttons preferences The Buttons Preferences screen also enables you to associate different applications with the HotSync button on the cradle and the HotSync button on the optional Palm Modem accessory. Any changes that you make in the HotSync Buttons dialog box become effective immediately; you do not have to change to a different screen or application. To change the HotSync buttons preferences: 1. Tap HotSync. 2.
Formats preferences Use the Formats Preferences screen to set the country default and the display format of the dates, times, and numbers on your handheld computer. Country default The country default sets date, time, week start day, and number conventions based on geographic regions where you might use your handheld computer. For example, in the United Kingdom, time often is expressed using a 24-hour clock. In the United States, time is expressed using a 12-hour clock with an AM or PM suffix.
day of the week to be Sunday or Monday. Note: This setting controls the Day, Week, and Month views in Date Book and all other aspects of your handheld computer that display a calendar. 4. Tap the Numbers pick list, and select formats for the decimal point and thousands separator. General preferences The General Preferences screen enables you to set the time, date, auto shutoff interval, and sounds for your handheld computer. See Chapter 1 for information on setting the time and date.
System, alarm, and game sounds Your handheld computer uses a variety of sounds. The System, Alarm, and Game Sound settings enable you to turn the sounds on or off, and to adjust the volume level associated with each type of sound. To set the system and alarm sounds: 1. Tap the System Sound pick list and select the sound level. Note: When you turn off the System Sounds, you also turn off the “chime” tones associated with the HotSync operation. 2. Tap the Alarm Sound pick list and select the sound level.
Owner preferences The Owner Preferences screen enables you to record a name, company name, phone number, or any other information that you want to associate with your handheld computer. If you use the Security application to turn off and lock your handheld computer with a password, information that you put in the Owner Preferences displays the next time you turn on your handheld computer. See Chapter 1 for more information.
ShortCuts preferences The ShortCuts Preferences screen enables you to define abbreviations for entering text with Graffiti strokes. This section describes how to create, edit, and delete a ShortCut. See Chapter 2 for more information on the use of ShortCuts. Creating a ShortCut You can create a ShortCut for any words, letters, or numbers. All ShortCuts you create appear on the list in the ShortCut Preferences screen.
ShortCut Editing a ShortCut After you create a ShortCut, you can modify it at any time. To edit a ShortCut: 1. Tap the ShortCut you want to edit. 2. Tap Edit. 3. Make the changes you want and tap OK. Deleting a ShortCut If you no longer need a ShortCut, you can delete it from the list of ShortCuts. To delete a ShortCut: 1. Tap the ShortCut you want to delete. 2. Tap Delete. 3. Tap Yes.
Connection preferences The Connection Preferences screen enables you to define the settings for communications devices, such as modems, that directly connect to your handheld computer. These settings are for applications that activate and use these communications devices. The Connection Preferences screen displays a list of available configurations; the list varies depending on the kind of handheld computer you use and the software that has been added to it. The list can be modified as needed.
Connection/Network Preferences Examples CF to PC: A connection between a CompactFlash serial card in your handheld computer and a personal computer. See Chapter 8 for information on CompactFlash devices. CF to Modem: A connection between a CompactFlash modem card in your handheld computer and a modem that is part of your personal computer. Serial to PC: A local HotSync connection: the direct serial connection between your handheld computer and your personal computer.
To create an IrCOMM to Modem connection: 1. In the Applications Launcher, tap the Preferences (Prefs) icon. 2. Tap the category pick list in the upper-right corner of the screen. 3. Tap Connection. 4. Tap New. 5. Enter a name to identify this configuration. 6. Tap the Connection Method pick list and select IrCOMM to Modem. 7. Set the Dialing and Volume options. 8. Tap Details. 9. Enter the initialization string supplied by the documentation for the modem attached to your cell phone.
After you create the configuration, you need to set up the HotSync Manager of your Desktop application and the HotSync application of your handheld computer to perform a modem HotSync operation. To prepare the HotSync Manager for a modem HotSync operation: 1. Click the HotSync Manager icon in the Windows system tray. 2. Choose Setup. 3. Click the Modem tab and enter information about the modem attached to your personal computer. 4. Click OK. 5. Click the HotSync Manager icon and choose Modem.
Tap here to display the Phone Setup dialog box To perform the HotSync operation: ■ Tap the modem HotSync icon to begin the HotSync operation.
Network preferences and TCP/IP software The Network Preferences settings enable you to use the TCP/IP software that is included in the handheld computer’s operating system. You can use the TCP/IP software to connect with Internet Service Providers (ISPs) or dial-in (remote access) servers. Because the TCP/IP software is a feature of the operating system, you configure all parameters relating to it from the Preferences application.
To select a service: 1. Tap the Service pick list. Tap here to display a list of service templates 2. Tap the predefined service template you want to use. Entering a user name The User Name setting identifies the name you use when you log into your Internet Service Provider or your dial-in server. Although this field can contain multiple lines of text, only two lines appear onscreen. To enter a user name: 1. Tap the User Name field. 2. Enter your user name.
Entering a password The Password box identifies the password you use to log into your server or ISP. Your entry in this field determines whether your handheld computer prompts you to enter a password each time you log into your network: ■ If you do not enter a password, your handheld computer displays the word “Prompt” in this field and asks you to enter a password during the login procedure.
Adding telephone settings When you select the Phone field, your handheld computer opens a dialog box in which you define the telephone number you use to connect with your ISP or dial-in server. In addition, you can also define a prefix, disable Call Waiting, and give special instructions for using a calling card. Note: The Phone Setup dialog box works correctly for AT&T and Sprint long-distance services.
To enter a prefix: 1. Tap the Dial Prefix check box to select it. Select this box if you need to use a prefix Enter your prefix here 2. Enter the prefix. 3. Tap OK. Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected. If your telephone has Call Waiting, you need to disable this feature before logging into your ISP or dial-in server. To disable Call Waiting: 1. Tap the Disable call waiting check box to select it.
Using a calling card The Use calling card field enables you to use your calling card when dialing your ISP or Intranet server. Keep in mind that there is usually a delay before you enter your calling card number. When you define your calling card number, you need to add commas at the beginning to compensate for this delay. Each comma delays transmission of your calling card number for two seconds. To use a calling card: 1. Tap the Use calling card check box to select it.
Connecting to your service After you set your Connection and Network Preferences, establishing a connection to your Internet Service Provider (ISP) or your company’s network (dial-in server) is easy. Note: If you are connecting to an ISP, you need a third-party application, such as a web browser or news reader, to take advantage of this connection. To establish a connection: ■ Tap Connect to dial the current service and display the Service Connection Progress messages.
Adding detailed information to a service template If you are using one of the predefined service templates, you probably only need to enter your user name and telephone number. If you are creating a new service template, you may need to provide additional information to your ISP or dial-in server. You use the Details dialog box to add additional information to a selected service template. To select a connection type: 1. Tap the service field. 2. Tap Details. Select connection type 3.
Immediate Drops the connection to your ISP immediately when you switch to another application. 1 minute Waits one minute for you to open another application before it drops the connection. 2 minutes Waits two minutes. 3 minutes Waits three minutes. Power Off Keeps your PPP or SLIP connection until you turn off your handheld computer (or until it times out). This option works best with the Palm Modem accessory. 2. Tap OK.
IP address Everyone who logs on to the Internet needs to have a unique identifier (an IP address), whether permanent or temporary. Some networks dynamically assign a temporary IP address when clients log in. The IP Address field lets you identify whether your network provides automatic (dynamic) temporary IP addressing. Note: If your IP address is permanently assigned, you need to get that information from your System Administrator. If you are not sure, select Automatic.
Creating a login script A login script is something that you are likely to receive from your IS system administrator if your company has a system in which you log in to the corporate servers from your handheld computer using a modem or network connection. The script is generally prepared by the system administrator and distributed to users who need it. It automates the events that must take place in order to establish a connection between your handheld computer and the corporate servers.
based on an exact schedule. The schedule is aligned between the authentication server and the token hardware using built-in synchronized clocks. ■ Challenge-Response: The authentication server prompts the user with a dynamically generated value — the challenge. The user enters this challenge value on the token card, and the token card generates a response value. The user enters this response value like a password on the handheld computer.
Tap here 3. Tap the command you want from the Command list. If the command requires additional information, a field appears to the right of it for you to enter the information. The following commands are available: Wait For Tells your handheld computer to wait for specific characters from the TCP/IP server before executing the next command. Send Transmits specific characters to the TCP/ IP server to which you are connecting.
Get IP Reads an IP address and uses it as the IP address for your handheld computer. This command is used with SLIP connections. Prompt Opens a dialog box and prompts you to enter text of some kind (for example, a password or a security code). Wait For Prompt Generally used with challenge-response token card authentication. This command detects a challenge-response prompt coming from the server and then displays the dynamically generated challenge value.
This is the syntax to turn the option off in your script: set queryDNS “false” Deleting a service template There is only one way to delete a service template: use the Delete command from the Service menu. To delete a service template: 1. Tap the Service pick list. 2. Tap the service template you want to delete. 3. Tap the Menu icon . 4. Tap Service, and then tap Delete. 5. Tap OK.
Network preferences menu commands The Network Preferences screen includes menu commands to make it fast and easy to create and edit service templates. TCP/IP application menus are show here for your reference. See “Using menus” in Chapter 1 for more information about choosing menu commands. Service menu Options menu TCP/IP troubleshooting If you are having a problem establishing a network connection using TCP/IP, check this section and try the suggestions listed.
To view the Network Log: 1. Tap Options, and then tap View Log. 2. Tap the up and down arrows of the scroll bar to see the entire Network Log. 3. Tap Done. Adding a DNS number If your ISP or dial-in server requires a DNS number and you did not enter that information in the Network Preferences screen, it will appear that you successfully logged into your network. When you try to use an application or look up information, however, the connection fails. If this occurs, try adding a DNS number.
Chapter 8 CompactFlash™, CFpro™, and CFBackup™ CompactFlash (CF) Cards CompactFlash (CF) defines a class of small, removable devices for mobile computers and electronic equipment. CF cards first gained popularity as photographic storage devices for digital cameras. CF cards quickly emerged as the standard for handheld computers as well. The reasons for this rapid acceptance include: ■ CF cards are Compact. They are approximately the size of a matchbook and weigh about half an ounce.
or a second communications port. Recommended CF Cards In order to determine if a particular CompactFlash Type I or II card is compatible with your handheld computer’s expansion slot, see the compatibility list at http://www.trgpro.com. CF cards on the list will have the appropriate power level and applicable drivers available for download. The list is updated on a regular basis to include the new CF cards being introduced into the market.
Inserting and Removing Memory Cards Inserting a CF memory card 1. Remove the CF card expansion slot door by pressing onto the fingernail recess and sliding the door from the unit. 2. Begin the process of sliding the memory card into the unit. Grip the card by its bottom edge, i.e., the edge opposite the connector side. 3. The grooved sides of the card will only allow it to be inserted into the slot one way. Place the card onto the rails of the slot and attempt to slide it into the unit.
fingernail recess and pulling the door off. 3. Press your thumb against the outer edge of the CF memory card and slowly draw the card from the slot. 4. Replace the card expansion slot door by positioning the two tabs in the slot groove and pressing onto the fingernail recess to push the door locked. Make sure you take precautions when handling a CF card. Never remove a card while your handheld computer is accessing it. Don't store the card near magnetic fields or electrostatic sources.
CFpro CFpro is an application that lets you quickly and easily copy files between your TRGpro's memory and a CF memory card. See http://www.trgpro.com for the most recent information on CFpro. In CFpro, you can do the following: ■ Store less frequently used applications and large databases on removable CF media when they are not in use, freeing up system memory. ■ Copy important data to nonvolatile CompactFlash memory. ■ Transfer files between your handheld computer and a personal computer.
Options menu Preferences Displays a dialog box which allows you to set options for the operation of CFpro About CFpro Shows version information about CFpro Preferences Hackmaster Present Warning If enabled, warns you if CFpro detects Hackmaster is installed. It is recommended that this option remain enabled. Hide Built-In App RAM Databases. If enabled, CFpro does not display the databases associated with the built-in apps, such as the Address Book or Date Book.
Edit menu Select All Selects all files in the current list. Individual files may then be unselected. Unselect All Unselects all files in the current list. Individual files may then be selected. Tools menu Tools Menu (when RAM view is selected) Copy to RAM Copies the selected files from the CF memory card to RAM. The original files remain on the CF memory card. This performs the same function as the Copy button. Move to RAM Moves the selected files from the CF memory card to RAM.
Tools Menu (when RAM view is selected) Copy to CF Copies the selected files from RAM to the CF memory card. The original files remain in RAM. This performs the same function as the Copy button. Copy to CF as ... Copies the selected files from RAM to the CF memory card, but prompts you for the filenames to use. The original files remain in RAM. Move to CF Moves the selected files from RAM to the CF memory card. The original files are deleted. Delete from RAM Deletes the selected files from RAM.
2. Tap on the Menus icon. 3. Tap the Edit Menu. 4. Tap Select All to copy all of the files. 5. Tap the Copy button to begin. 6. A verification dialog will be displayed. Tap OK. 7. A progress gauge will be displayed during the copy process. 8. When complete, tap the CF button to verify that the files were successfully copied to the CF card.
If you want to copy an application or database back to RAM, perform these steps: 1. Tap the name of the application or database. 2. Tap the Copy button. 3. A process gauge will be displayed during the copy process. 4. Tap the RAM button to confirm the file was successfully copied to memory. CFpro Notes ■ Setting Up Multiple Machines. Some organizations may need to configure a number of TRGpro handheld computers with identical applications and databases.
■ Using a Bootable CF Card. It is possible to upgrade the Operating System (OS) of your handheld computer by using a specially formatted CF card. See the utilities section of http:// www.trgpro.com for complete details. Using a CF Card with your Personal Computer It is possible to access the applications and databases you copied to the CF memory card directly from a personal computer.
CFBackup CFBackup is an application that lets you back up your entire TRGpro handheld computer to a CF memory card. See http://www.trgpro.com for the most recent information on CFBackup. In CFBackup, you can do the following: ■ Backup your important data even if you don’t have access to a HotSync cradle and a personal computer. ■ Store the backed data on a CF memory card separately from your TRGpro handheld computer.
CF Modem Cards While the original CF cards were memory cards used simply for digital storage, CF cards now include I/O devices such as serial cards, modems, and network cards. This section will examine how to configure your TRGpro handheld computer to use a CF modem to perform a HotSync operation. Note: Before purchasing a CF modem, check the compatibility list at http://www.trgpro.com.
"Conducting a HotSync operation via modem" in Chapter 6 of this handbook. Preparing your handheld computer Inserting a CF modem card 1. Remove the CF card expansion slot door by pressing onto the fingernail recess and pulling the door off. 2. Begin the process of inserting the CF modem card into the unit. Grip the card by the edge opposite the connector side. 3. The grooved sides of the card will only allow it to be inserted into the slot one way.
2. Tap the category pick list in the upper-right corner of the screen. 3. Tap Connection. 4. Make sure there is an available configuration which matches your CF modem. If not, you may need to load a plug-in for the device. Check the CF compatibility list at http://www.trgpro.com for more information on how to create a connection configuration.
To perform the CF Modem HotSync operation: 1. In the Applications Launcher, tap the HotSync icon. 2. Tap Modem. 3. Tap the pick list and select your CF modem configuration.. The configuration should correspond with your CF modem. 4. Tap Enter phone # to display the Phone Setup dialog box. See Chapter 6 for additional information. Tap here to display the Phone Setup dialog box 5. Tap the modem HotSync icon to begin the HotSync operation.
6. Wait for the HotSync operation to complete. If you encounter any problems, see Appendix B.
Page 214 CompactFlash™, CFpro™, and CFBackup™
Appendix A Maintaining Your Handheld Computer This chapter provides information on the following: ■ Proper care of your handheld computer ■ Prolonging battery life ■ Resetting your handheld computer Caring for your handheld computer Your handheld computer is designed to be rugged and reliable and to provide years of trouble-free service. Please observe the following general tips when using your handheld computer: ■ Take care not to scratch the screen of your handheld computer. Keep the screen clean.
Battery considerations Please note the following considerations when replacing the batteries in your handheld computer: ■ Under normal conditions, your batteries should provide several months of use. You can conserve battery life by minimizing the use of the backlight feature, and changing the Auto-off setting that automatically turns the handheld computer off after a period of inactivity. See “General preferences” in Chapter 7 for more information.
Resetting your handheld computer Under normal circumstances, you will not have to use the reset button. On rare occasions, however, your handheld computer may no longer respond to buttons or the screen. In this case, you need to perform a reset to get your handheld computer running again. Performing a soft reset A soft reset tells your handheld computer to stop what it’s doing and start over again. All records and entries stored in your handheld computer are retained with a soft reset.
Performing a hard reset With a hard reset, all records and entries stored in your handheld computer are erased. Never perform a hard reset unless a soft reset does not solve your problem. Note: You can restore any data previously synchronized with your computer during the next HotSync operation. To perform a hard reset: 1. Hold down the power button on the front panel of the handheld computer. 2.
3. Select the appropriate user name from the list. 4. Select an application in the Conduit list. 5. Click Change. 6. Select Desktop overwrites handheld. Note: Changing the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings. 7. Click OK. 8. Repeat steps 4 through 7 to change conduit settings for other applications. 9. Click Done to activate your settings. 10. Perform a HotSync operation.
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Appendix B Frequently Asked Questions If you encounter a problem with your handheld computer, do not call Technical Support until you have reviewed the following list of frequently asked questions, and you have also reviewed the following: ■ The README file and HelpNotes located in the folder where you installed the Palm™ Desktop software on your computer (or on your installation CD or diskettes) ■ The Palm Desktop online Help ■ The most recent TRGpro handheld computer information at http://www.
Operating problems Problem Solution My handheld computer won’t turn on. Try each of these in turn: ■ Adjust the contrast control. ■ Make sure the batteries are installed properly. ■ Replace the batteries. If your handheld computer still does not operate, try a soft reset; see Appendix A. I replaced the batteries, but I am still getting a low battery warning. The battery warning message may appear immediately after replacing the batteries.
My handheld computer keeps turning itself off. Your handheld computer is designed to turn itself off after a period of inactivity. This period can be set at one, two, or three minutes. Check the Auto-off setting. See “General preferences” in Chapter 7. My handheld computer is not making any sounds. Check the System Sound setting. See “General preferences” in Chapter 7. My handheld computer has frozen. Perform a soft reset. See “Resetting your handheld computer” in Appendix A.
I can’t get my handheld computer to recognize my handwriting. ■ For your handheld computer to recognize hand-writing input with the stylus, you need to use Graffiti® writing. See “Using Graffiti writing to enter data” in Chapter 2. ■ Make the Graffiti character strokes in the Graffiti writing area, not on the display part of the screen. ■ Write Graffiti strokes for letters in the left-hand side, and the strokes for numbers in the right-hand side of the Graffiti writing area.
I am having problems listing memos the way I want to see them. I created an event in Date Book, but it doesn’t appear in the Week View. Appendix B ■ If you cannot manually arrange the order of the memos in the List screen, check the Memo Preferences setting. Make sure that Sort by is set to Manual.
HotSync problems Problem Solution I cannot do a HotSync operation; what should I check to make sure I am doing it correctly? ■ Check the Windows system tray to make sure the HotSync Manager is running. If it is not, open Palm Desktop software. ■ Click the HotSync Manager, choose Setup and click the Local tab. Check that the Serial Port setting displays the correct COM port where your cradle is attached. ■ Make sure the cradle is connected securely.
I tried to do a local HotSync operation, but it did not complete successfully. Try each of these in turn: ■ Make sure HotSync Manager is running. If HotSync Manager is running, exit and restart it. ■ Make sure you selected Local from the HotSync Manager menu or the Palm Desktop software menu. ■ Check the cable connection between the cradle and the serial port on your computer. ■ Make sure you selected the correct serial port on the Local tab in the Setup dialog.
I tried to do a modem HotSync operation, but it did not complete successfully. Check the following on your computer: ■ Make sure your computer is turned on and that it does not shut down automatically as part of an energysaving feature. ■ Make sure the modem connected to your computer is turned on and is connected to the outgoing phone line. Make sure Modem is checked in the HotSync Manager menu. ■ Page 228 ■ Make sure the modem you are using with your handheld computer has an onoff switch.
I tried to do a modem HotSync operation, but it did not complete successfully. (continued) Appendix B Check the following on your handheld computer: ■ Confirm that the telephone cable is securely attached to your modem. ■ Make sure the dialing instruction dials the correct phone number. ■ If you need to dial an outside line prefix, make sure you selected the Dial Prefix option on your handheld computer and entered the correct code.
Beaming problems Problem Solution I cannot beam data to another handheld computer. ■ Confirm that your handheld computer and the other Palm Computing platform device are between ten centimeters (approximately 4") and one meter (approximately 39") apart, and that the path between the two devices is clear of obstacles. Beaming distance to other devices may be different. ■ Move your handheld computer closer to the receiving device. ■ Perform a soft reset.
Password problems Problem Solution I forgot the password, and my handheld computer is not locked. You can use Security to delete the password. If you do this, your handheld computer deletes all entries marked as private. You can, however, perform a HotSync operation before you delete the password: the HotSync process backs up all entries, whether or not they are marked private. In this case, the following procedure restores your private entries and lets you access them: 1.
Technical support Before requesting support, please experiment a bit to reproduce and isolate the problem. When you do contact support, please be ready to provide the following information: ■ The name and version of the operating system you are using ■ The actual error message or state you are experiencing ■ The steps you take to reproduce the problem ■ The version of organizer software you are using and available memory To find information about the version of your OS and applications: 1.
Appendix C Non-ASCII Characters for Login Scripts The following information enables you to create custom login scripts that require non-ASCII characters. It is provided for advanced users who understand the use and requirements of such characters in a custom login script. Use of ^char You may use the caret ( ^ ) to transmit ASCII command characters. If you send ^char, and the ASCII value of char is between @ and _, then the character is automatically translated to a single-byte value between 0 and 31.
Literal characters The backslash ( \ ) character defines that the next character is transmitted as a literal character, and is not subject to any special processing ordinarily associated with that character.
Warranty and Other Product Information TRG Products Limited Warranty HARDWARE: TRG Products, Inc. ("TRG Products") warrants to the original end user ("Customer") that this product will be free from defects in workmanship and materials, for one year from the date of original purchase from TRG Products or its authorized reseller. The provisions of this warranty shall not apply if, in TRG Products, Inc.
packaged appropriately for safe shipment, and it is recommended that they be insured or sent by a method that provides for tracking of the package. THIS WARRANTY SHALL NOT BE EXTENDED, ALTERED OR VARIED EXCEPT BY A WRITTEN INSTRUMENT DULY SIGNED BY TRG PRODUCTS, INC. WARRANTIES EXCLUSIVE. IF THIS PRODUCT DOES NOT OPERATE AS WARRANTED ABOVE, CUSTOMER'S SOLE REMEDY FOR BREACH OF THAT WARRANTY SHALL BE REPLACEMENT OR REPAIR OF THE PRODUCT OR PART OR REFUND OF THE PURCHASE PRICE PAID, AT TRG PRODUCTS' OPTION.
ANY REMEDY PROVIDED HERE-IN SHALL FAIL OF ITS ESSENTIAL PURPOSE. DISCLAIMER: Some countries, states, or provinces do not allow the exclusion or limitation of implied warranties or the limitation of incidental or consequential damages for certain products supplied to consumers, or the limitation of liability for personal injury, so the above limitations and exclusions may be limited in their application to you.
TRG Products End User Software License Agreement YOU SHOULD CAREFULLY READ THE FOLLOWING TERMS AND CONDITIONS BEFORE USING, RESELLING, OR EXPORTING THIS PRODUCT. IT CONTAINS SOFTWARE, THE USE OF WHICH IS LICENSED BY TRG PRODUCTS, INC. ("TRG PRODUCTS"), TO ITS CUSTOMERS FOR THEIR USE ONLY AS SET FORTH BELOW. IF YOU DO NOT AGREE TO THE TERMS AND CONDITIONS OF THIS AGREEMENT, DO NOT USE, RESELL OR EXPORT THE SOFTWARE. USING, RESELLING OR EXPORTING ANY PART OF THE SOFTWARE INDICATES THAT YOU ACCEPT THESE TERMS.
formation necessary to achieve interoperability of the Software with other programs within the meaning of the EC Directive on the Legal Protection of Computer Programs is available to you from TRG Products upon written request.
for. ENTIRE AGREEMENT: This License Agreement sets forth the entire understanding and agreement between you and TRG Products, supersedes all prior agreements, whether written or oral, with respect to the Software, and may be amended only in a writing signed by both parties. TRG Products, Inc. 2851 104th St.
FCC Statement This device complies with part 15 of the FCC rules. Operation is subject to the following two conditions: (1) This device may not cause harmful interference, and (2) this device must accept any interference received, including interference that may cause undesired operation. Note: This equipment has been tested and found to comply with the limits for a Class B digital device, pursuant to Part 15 of the FCC rules.
DECLARATION OF CONFORMITY according to ISO/IEC Guide 22 and EN 45014 Manufacturer’s Name: TRG Products, Inc. Manufacturer’s Address: 2851 104th St.
Index A ABA (Address Book archive file) 36 Accented characters Graffiti writing 32 onscreen keyboard 35 Add-on applications 42–45 Address Book *If Found Call* entry 90 adding custom fields 93 archive files (.
C Calculator buttons explained 102 memory 102 opening 56 overview 55 recent calculations 56, 102 Calibration 10, 168, 223 Call Waiting, disabling 150, 184 Calling card, using in phone settings 151, 185 Capital letters (Graffiti writing) 29 Caring for the organizer 215 Categories application 39–40 assigning records to 63–64 beaming 141 creating 65 default 63 displaying 64, 92, 224 folders for e-mail 131 merging 66 renaming 65 using in Applications Launcher 40 cc:Mail 116 CF memory card 197, 198 CF modem card
Cutting text 58 Cycling through views 52, 53, 54, 55 D Data entry. See Entering data Date Book adding Address Book data to records 69–70 alarm 80 archive files (.
E-mail addresses in Address Book 90, 91 looking up 123–124 E-mail items. See Mail Entering data 15–18 importing from other applications 36–37 problems with 224 using Graffiti writing 25–34 using the computer keyboard 35 using the onscreen keyboard 35 Entries. See Address Book Eudora 116 Events. See Date Book Excel, transferring Expense data to 109–112 Exchange 116 Exchanging data.
Help Graffiti 59 online tips 15 Hiding records 72 High Priority e-mail filter 137 HotSync buttons preferences 168 conduits for synchronizing applications 146–147, 219 customizing 146 defined 60 first-time operation 61–63, 162–163 for managing desktop E-Mail 117–118 HotSync Manager 61 linking to external files 161 local operation 62, 144, 227 Manager 156, 158 modem operation 145, 152, 213, 228–229 modem settings 149 network operation 152 operations using cradle 159, 176 operations using IR port 158–159, 176–
password 48–49, 167, 172 Login scripts 193, 233 Looking up Address Book data to add to other records 69–70 scrolling in Address List 67 to add to e-mail addresses 123–124 Lost organizer, contact for 90 Lost records 224 Lotus cc:Mail 116 Organizer, importing data from 36 M Macintosh 155, 190 Mail address lookup 123–124 attachments 134 BCC (blind carbon copy) 124, 125 changing setup 118 closing 119 confirm delivery 124, 127 confirm read 124, 127 creating 120–122 deleting e-mail 130 desktop configuration 116–
209–213, 228–229 preferences 175 Modem connections 175, 176 Monday, to start week 170 Month (Date Book view) 85, 87 Moving the cursor (Graffiti writing) 33 MPA (Memo Pad archive file) 36 N Network connecting 186 connection type 187 idle timeout 187 password 182 phone settings 183 preferences 180–196 primary DNS 188 secondary DNS 188 selecting service 180 TCP/IP 180 user name 181 Network HotSync operation 152 Network Preferences screen 193 Notes, attaching to records 74 Numbers decimal point and thousands s
General 170 HotSync buttons 168 Modem 175 Network 180–196 Owner 172 ShortCuts 173 Primary DNS 188 Printing expense reports from Excel 109–112 records from applications 22 Prioritizing To Do List records 94, 98 Priority of delivery (e-mail) 125 Private records displaying and creating 72–74, 224 lost with forgotten password 49 See also Security Punctuation marks Graffiti writing 30 onscreen keyboard 35 Purging deleted e-mail 131 records 60 See also Deleting number of 232 private 72–74 purging 60 sorting 71–7
Security keys 190 Selecting date for event 78 e-mail to be synchronized. See Filters for e-mail 134 phone numbers in Address Book 90 text 58 Sending e-mail 120–122, 127 Serial connector 9 Serial port 22, 145, 148 Serial port of handheld 176 Service templates 186, 194 Service, selecting for network 180 set queryDNS, command for login scripts 193 Settings.
opening 54 overview 54 prioritizing records 94, 98 private records 74 purging records 60, 97 sorting records 71 Today. See Current date Token-based authentication systems 190 Transferring data.
