Handbook for the Palm™ m100 Handheld
Copyright Copyright © 2000 Palm, Inc. or its subsidiaries. All rights reserved. Graffiti, HotSync, Palm, PalmConnect, and Palm OS are registered trademarks of Palm, Inc. or its subsidiaries in one or more countries. The HotSync logo, the Palm logo, and the Palm m100 logo are trademarks of Palm, Inc. or its subsidiaries. Other product and brand names may be trademarks or registered trademarks of their respective owners. Disclaimer and Limitation of Liability Palm, Inc.
Contents About This Book................................................................................... 1 Chapter 1: Introduction to Your Palm™ m100 Handheld Getting to know your Palm m100 handheld .....................................2 What is a Palm m100 handheld? .....................................................2 System requirements ........................................................................3 Palm m100 components ...................................................................
Using an external keyboard accessory............................................. 34 Importing data..................................................................................... 35 Importing data from a Windows computer ............................... 35 Importing data from a Macintosh ................................................ 36 Chapter 3: Managing Your Applications Using the Applications Launcher..................................................... 38 Selecting applications .................
Choosing fonts .................................................................................81 Application-specific tasks ..................................................................82 Date Book .........................................................................................82 Address Book ...................................................................................96 To Do List .......................................................................................101 Note Pad .....
Entering a password .................................................................... 152 Selecting a connection .................................................................. 152 Adding telephone settings .......................................................... 153 Connecting to your service .......................................................... 155 Creating additional service templates ....................................... 156 Adding detailed information to a service template ..............
About This Book Welcome to the Palm™ m100 handheld. This handbook is designed to help you get up and running quickly. It describes all you need to know about how to use your Palm m100 handheld and the applications that come with it.
Chapter 1 Introduction to Your Palm™ m100 Handheld This chapter explains the physical buttons and controls on your Palm™ m100 handheld, how to use your handheld for the first time, and how to use HotSync® technology to synchronize your handheld and Palm™ Desktop organizer software.
System requirements To install and operate Palm Desktop software, your computer system must meet the following requirements: Minimum requirements: Windows ■ IBM-compatible 486 computer or higher ■ Windows 95 or later ■ 16 MB RAM (64 MB recommended with Windows 2000) ■ 30 MB available hard disk space ■ VGA monitor or better (the Quick Tour requires a 256-color video display; for best results, use High Color: 16 bit) ■ CD-ROM drive (you can also download the Palm Desktop software from http://www.
Palm m100 components Locating front panel controls Power button/ Backlight control Screen Scroll buttons/ Clock control Face plate Power button/ Backlight control Graffiti writing area Application buttons Turns your handheld on or off and controls the backlight feature. If your handheld is turned off, pressing the power button turns the unit on and returns you to the last screen you viewed. If your handheld is turned on, pressing the power button turns the unit off.
Application buttons Activates the individual handheld applications that correspond to the icons on the buttons: Date Book, Address Book, To Do List, and Note Pad. If your handheld is turned off, pressing any application button activates the handheld and opens the corresponding application. This is the fastest way to open an application. Tip: Scroll buttons/ Clock control See “Buttons preferences” in Chapter 6 for details on reassigning these buttons to activate any application on your handheld.
Locating back panel components Stylus Face plate tab IR port Reset button Battery door Serial (COM) port Stylus Serves as a pointing device for navigating through applications and entering data on your handheld. To use the stylus, slide it out of the storage slot and hold it as you would a pen or pencil. Face plate tab Releases the face plate so you can personalize the appearance of your handheld with another face plate (sold separately).
Changing the face plate You can personalize the appearance of your handheld by changing the face plate. For information about face plate accessories, visit the web site: www.palm.com. To change the face plate: 1. Lift the face plate tab slightly to separate it from your handheld and pull the existing face plate away from your handheld. Face plate tab 2. Align the bottom edge of the new face plate with the slot on the bottom edge of your handheld. 3.
Installing the batteries To use your handheld, you must install two AAA alkaline batteries. The batteries fit behind the battery door on the back of the handheld. See “Battery considerations” in Appendix A for more information. To install the batteries: 1. Press the latch on the battery door and lift the battery door away from your handheld. Press tab to open battery door 2. Install the two AAA alkaline batteries supplied with your handheld into the battery compartment.
Palm Desktop organizer software Palm Desktop software extends many of the functions of your handheld to your computer and serves to back up your data. Viewing and editing your data using Palm Desktop software is optional. However, when you use it with your handheld and the built-in HotSync technology, you can fully synchronize the information on your handheld with the information on your computer. It is a good idea to back up your data in case something happens to the data on your handheld.
To connect the HotSync cable: 1. Turn off your computer. 2. Plug the HotSync cable into a serial (COM) port on your computer. Note: Your HotSync cable requires a dedicated port. It cannot share a port with an internal modem or other device. If you are unsure of the exact location of the serial port, refer to the manual supplied with your computer.
Installing Palm Desktop software The following instructions guide you through installing Palm Desktop software. After installation, refer to the online Help in Palm Desktop software, the Quick Tour in Palm Desktop software (for Windows users), and the Palm Desktop Software for the Macintosh User’s Guide on the Palm Desktop software CD-ROM.
To install Palm Desktop software on a Macintosh: 1. Turn on your Macintosh. 2. Insert the Palm Desktop software CD-ROM into your Macintosh’s CD-ROM drive. 3. Double-click the Palm Desktop CD icon. 4. Double-click the Installer icon to begin the installation procedure. 5. Follow the onscreen instructions to complete the installation.
Tapping and typing Tap with the stylus to get things done Like using a mouse to click elements on a computer screen, using the stylus to tap elements on your handheld screen is the basic action that gets things done on your handheld. The first time you start your handheld, setup instructions appear on the screen. These instructions include a calibration screen, or digitizer, and a Basic Skills tutorial.
Elements of the handheld interface Menu bar Icons Menu bar Icons A set of commands that are specific to the application. Not all applications have a menu bar. Tap the icons to open applications Calculator data , menus , , and to find text anywhere in your . Contrast control Tap the Contrast icon to open the Adjust Contrast dialog box. Tap to the left or right of the slider to adjust the contrast in small increments or drag the slider to change the contrast in large increments.
Previous/next arrows Check box Pick list Command button Scroll bar Check box When a check mark appears in a check box, the corresponding option is active. If a check box is empty, tapping it inserts a check mark. If a check box is checked, tapping it removes the check mark. Command buttons Tap a button to perform a command. Command buttons appear in dialog boxes and at the bottom of application screens.
Opening applications You can use the Applications Launcher to open any application installed on your handheld. You can also open Date Book, Address Book, To Do List, and Note Pad with the application buttons on the front panel of your handheld. Applications Launcher Note Pad Date Book Address Book Tip: To Do List When you press an application button on the front panel, you have instant access to the selected application. You don’t even need to turn on your handheld first.
Using menus Menus on your handheld are easy to use. Once you master them in one application, use them the same way in all the other applications. The menus of each application are illustrated in the section on that application in Chapter 4. The Edit menu is described in “Editing records” in Chapter 4. To open the menu bar: 1. Open an application (such as Address Book or Memo Pad). 2. Do one of the following: Tap the Menu icon . Tap on the inverted title area at the top of the screen.
Graffiti menu commands Most menu commands have an equivalent Graffiti Command stroke, which is similar to the keyboard shortcuts used to execute commands on computers. The command letters appear to the right of the command names. Menu commands Command letters Draw the Command stroke anywhere in the Graffiti area. When you draw the Command stroke, the Command toolbar appears just above the Graffiti writing area to indicate that you are in Command mode.
Displaying online tips Many of the dialog boxes that appear on your handheld contain an online Tips icon in the upper-right corner. Online tips anticipate questions you have in a dialog box, provide shortcuts for using the dialog box, or give you other useful information. To display an online tip: 1. Tap the Tips icon . 2. After you review the tip, tap Done.
After a keyboard is open, you can tap to open any of the other keyboards, including the international keyboard. See “Using the onscreen keyboard” in Chapter 2 for more information. Note: You cannot enter Graffiti characters while using the onscreen keyboard.
To open Memo Pad: 1. Tap the Applications icon 2. Tap the Memo Pad icon . . 3. Tap New. Note: A blinking cursor appears on the first line of the new memo to indicate where new text will appear. New memo cursor Tap New Write in Graffiti area See “Using Graffiti writing to enter data” in Chapter 2 for details. Note Pad The Note Pad application provides a place where you can write a quick note in your own handwriting directly on your handheld screen.
After the information is in Palm Desktop software, perform a HotSync operation to synchronize your handheld with your computer. See “Exchanging and updating data: HotSync operations” in Chapter 4 for more information. Importing data If you already have data in a database on your computer, you can import it into Palm Desktop software. You can import data stored in computer applications such as spreadsheets and databases, or from another Palm OS handheld.
Setting the time and date You make changes to the time and date in the Clock application. To set the current time and date: 1. Tap the Applications icon 2. Tap the Clock icon . . 3. Tap the Set Time & Date button. Tap here 4. Tap the hour box. 5. Tap the up or down arrows to change the hour. 6. Tap each minute number, and then tap the arrows to change them. 7. Tap AM or PM. Note: Your handheld can also display the time in other formats. See “Formats preferences” in Chapter 6 for details. 8.
Chapter 2 Entering Data in Your Palm m100™ Handheld This chapter explains how to enter data into your Palm™ m100 handheld by writing with the stylus in the Graffiti® writing area, by using the onscreen keyboard, by using the Note Pad application, by using the computer keyboard, by using an external keyboard accessory, or by importing data from another application.
■ Most characters require only a single stroke. When you lift the stylus from the Graffiti writing area, your handheld recognizes and displays the text character immediately. To accomplish single strokes, some Graffiti strokes are portions of the regular alphabet equivalents. ■ The Graffiti writing area is divided into two parts: one for writing the letters of the alphabet and one for writing numbers. The small marks at the top and bottom of the Graffiti writing area indicate the two areas.
4. Start your stroke at the heavy dot and draw the stroke shape as it appears in the tables. 5. Lift the stylus from the screen at the end of the stroke shape. That’s all there is to it! When you lift the stylus from the screen, your handheld recognizes your stroke immediately and prints the letter at the insertion point on the screen. As soon as you lift the stylus from the screen, you can begin the stroke for the next character you want to write.
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 27 Strokes tap twice Entering Data in Your Palm m100™ Handheld
Writing capital letters You make capital letters with the same stroke shapes as the basic alphabet characters. To make capital letters, you must first “shift” to caps — just as you press the Shift key on a keyboard — and then write the character strokes. Note: Graffiti writing includes a feature that automatically capitalizes the first letter when you create a new sentence or a new record (by tapping New or a blank line).
Writing numbers Writing numbers with Graffiti writing is similar to writing letters of the alphabet, except that you make the character strokes on the righthand side (numbers side) of the Graffiti writing area. 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.
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 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 Using the onscreen keyboard You can open the onscreen keyboard anytime you need to enter text or numbers on your handheld. Note that you cannot enter Graffiti characters while using the onscreen keyboard. To use the onscreen keyboard: 1. Open an application (such as Address Book). 2. Tap a record, or tap New. 3.
Using Note Pad In addition to using Graffiti characters and the onscreen keyboard, you can enter data on your handheld using the Note Pad application. When you use Note Pad, you write quick notes directly on the handheld screen in your own handwriting. Later, you can enter this information into another application, or delete it. See “Note Pad” in Chapter 4 for more information and instructions. To use Note Pad: 1. Press the Note Pad application button your handheld. on the front panel of 2.
Importing data If you have data stored in computer applications such as spreadsheets and databases, or if you want to import data from another handheld, you can transfer the data to your handheld without having to key it in manually. Save the data in one of the file formats listed below, import it into Palm Desktop software, and then perform a HotSync operation to transfer the data to your handheld.
7. To import data into the correct Palm Desktop fields, drag fields in the left-hand column so that they are opposite the corresponding imported field on the right. 8. If you do not want to import a field, deselect the check box for that field. 9. Click OK. The imported data is highlighted in the application. 10. To add the imported data to your handheld, perform a HotSync operation. See Palm Desktop online Help for more information on importing and exporting data.
To import data from a Macintosh: 1. Open Palm Desktop software. 2. From the File menu, choose Import. 3. Select the file you want to import. 4. Click Open. 5. If you want to change the order of the fields you’re importing, point to a field, wait for the cursor to change to a double arrow, and then drag the field to a new location. 6. If you do not want to import a field, click the arrow between the field names. 7. From the Fields pop-up menu, choose the appropriate field. 8.
Chapter 3 Managing Your Applications This chapter explains how to switch between applications on your Palm™ m100 handheld, 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 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 handheld and how to remove Palm™ Desktop software from your computer. Installing add-on applications Your handheld comes with the Date Book, Address Book, To Do List, Note Pad, Memo Pad, Clock, and Calculator applications installed and ready to use. You can also install additional applications on your handheld, 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, PDB, or PNC file extension. 4. In the User drop-down list, select the name that corresponds to your handheld.
5. Click Add. 6. Select the application(s) that you want to install on your handheld. 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. Perform a HotSync operation to install the application(s) you selected in step 6.
3. From the User pop-up menu, select the name that corresponds to your handheld. 4. Click Add to List. 5. Select the application you want to install. 6. Click Add File to add the selected application to the Install Handheld Files list. Tip: You can install more than one application by repeating steps 4 through 6 and selecting additional applications. 7. Close the Install Handheld Files window. 8. Perform a HotSync operation to install the application(s) you selected in steps 4 through 6.
Installing games The CD-ROM also includes games that you can install with the Install Tool, such as Giraffe. Giraffe is a fun, easy way for you to practice Graffiti® writing. After you install and start a game, the instructions appear in the Game menu. Depending on the game, the Game menu may also contain commands to show high scores, to start a new game, or to set preferences for the game.
Removing Palm Desktop software If you no longer want to use Palm Desktop software, you can remove it from your computer. To remove Palm Desktop software from a Windows computer: 1. From the Windows Start menu, choose Settings, and then Control Panel. 2. Double-click the Add/Remove Programs icon. 3. On the Install/Uninstall tab, select Palm Desktop software. 4. Click Add/Remove. Note: You need to install the HotSync Manager from the installation CD if you want to synchronize data with another PIM.
Security Your handheld comes with a Security application so that unauthorized users cannot view the entries you wish to protect. In Security, you can do the following: ■ Lock and turn off your handheld so that it does not operate until you enter the correct password. ■ Mask all records that you mark as private so the information appears greyed out. ■ Hide all records that you mark as private so they do not appear on any screen. You can mask or hide private records with or without a password.
Changing or deleting a password Once you define a password for your handheld, 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.
Locking your handheld You can also lock your handheld so that you need to enter your password to operate it. Important: If you lock your handheld, you must enter the exact password to re-activate your handheld. If you forget the password, you must perform a hard reset to resume using your handheld. Performing a hard reset deletes all the records in your handheld; however, you can restore all synchronized data at the next HotSync operation. See “Resetting your handheld” in Appendix A for more information.
Recovering from a forgotten password If you did not activate the Off & Lock feature and you forget your password, you can delete the password from your handheld. Deleting a forgotten password also deletes all entries and files marked as Private. Important: If you synchronize with your computer before deleting a forgotten password, your handheld restores your private entries the next time you perform a HotSync operation, but it does not restore the password. To delete a forgotten password: 1.
Chapter 4 Using Your Applications Your Palm™ m100 handheld includes these applications: ■ Date Book ■ Address Book ■ To Do List ■ Note Pad ■ Memo Pad ■ Clock ■ Calculator This chapter is divided into three sections: ■ “Overview of 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 applications.
Overview of 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.
Note Pad Note Pad provides a place to take notes in your own handwriting. You can use Note Pad to do everything you might do with a piece of paper and a pencil. In Note Pad, you can do the following: ■ Take notes, draw a sketch, or write any kind of message directly on your handheld screen. Later, you can enter this information into other applications. ■ Set an alarm to use your notes as reminder messages. ■ Assign notes to categories so that you can organize and view them in logical groups.
Calculator Calculator enables you to perform addition, subtraction, multiplication, and division. In Calculator, you can do the following: ■ Perform basic calculations. ■ Store and retrieve values. ■ 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. Calculator icon Clock Clock enables you to set and view the current time and date.
Memo Pad Memo Pad provides a place to store information that is not associated with Date Book, Address Book, or To Do List. In Memo Pad, you can do the following: ■ Use Graffiti characters to store memos, lists, or any other text message on your handheld. ■ Drag and drop memos into popular 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.
Common tasks The tasks described in this section use the term “records” to refer to individual items in the applications: a Date Book event, Address Book entry, To Do List item, Note Pad note, or Memo Pad memo. Creating records You can use the following procedure to create a new record in Date Book, Address Book, To Do List, Note Pad, and Memo Pad. 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 entering text using Graffiti writing, the onscreen keyboard, or your computer keyboard, see Chapter 2. For information on entering text in Note Pad, see “Note Pad” later in this chapter. 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.
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. Note: In Note Pad the Edit menu appears only when the title of a note is selected. To edit a note in Note Pad, use the eraser tool to remove lines, and the pen tool to add lines. Deleting records To delete a record: 1. Select the record you want to delete. 2.
Note: In Date Book, you can choose to delete the text of the current repeating event, current and future events, or all instances of that event. Purging records Over time, as you use Date Book and To Do List, 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.
Exchanging and updating data: HotSync operations The HotSync process automatically synchronizes — that is, exchanges and updates — data between your handheld and Palm Desktop software. Changes you make on your handheld 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 either directly or indirectly.
To perform a local HotSync operation on a Windows computer: 1. Connect your handheld to the HotSync cable. 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 on the cable.
The HotSync Progress dialog box appears and synchronization begins. 4. Wait for a message on your handheld indicating that the process is complete. After the HotSync process is complete, you can remove the HotSync cable from your handheld. Performing a HotSync operation for the first time: Macintosh When you installed Palm Desktop software, you entered a user name. This user name is the connection between your handheld and your Macintosh.
Note: User names appear in the User pop-up on the right side of the toolbar. You can change users by selecting a new name in the pop-up menu. Each subsequent time you perform a HotSync operation, HotSync Manager reads the user name from your handheld and synchronizes the data in the folder of the same name. Note: Be sure you select the correct user name from the User pop-up before entering data on Palm Desktop or performing a HotSync operation.
HotSync button The HotSync Progress dialog box appears followed by the Select User dialog box. 4. In the Select User dialog box, select the user name you entered when you installed the Palm Desktop software, and click OK. The HotSync Progress dialog box reappears and synchronization begins. 5. Wait for a message on your handheld indicating that the process is complete. After the HotSync process is complete, you can remove the HotSync cable from your handheld.
Beaming information Your handheld is equipped with an IR (infrared) port that you can use to beam information to another Palm OS handheld that’s close by and also has an IR port. The IR port is located in the upper-right corner on the back of your handheld, behind the small dark shield.
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. When the Beam Status dialog box appears, point the IR port directly at the IR port of the receiving handheld. 7.
4. Tap Yes. Tips on beaming information ■ You can set the full-screen pen stroke to beam the current entry. See “Pen preferences” in Chapter 6 for more information. ■ You can draw the Graffiti Command stroke to activate the Command toolbar, and then tap the Beam icon. ■ You can use the Graffiti Command stroke /B to beam the current entry.
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. Note: In the Address Edit, Note, and Memo screens you can tap the category name in the upper-right corner of the screen and select a new category for the current record. To display a category of records: 1.
To define a new category: 1. Tap the category pick list in the upper-right corner of the screen or list. 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 or list. 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: You can group the records in two or more categories into one category by giving the categories the same name.
Looking up Address Book records When working with Address Book, the scroll buttons on the front panel of your handheld make it easy to navigate among your address entries. ■ In the Address list screen, pressing the scroll buttons moves up or down an entire screen of records. If you hold down a scroll button, you accelerate the scrolling and display every third screen. ■ In the Address view screen, pressing the scroll buttons moves to the previous or next address record.
Using Find You can use Find to locate any text that you specify, in any application. To use Find: 1. Tap the Find icon Tip: . If you select text in an application before you tap Find, the selected text automatically appears in the Find dialog box. 2. Enter the text that you want to find. Find is not case-sensitive. For example, searching for the name “davidson” also finds “Davidson.” Find locates any words that begin with the text you enter.
To use Phone Lookup: 1. Display the record in which you want to insert a phone number. The record can be in Date Book, To Do List, or Memo Pad. 2. Tap the Menu icon . 3. Tap Options, and then tap Phone Lookup. 4. Begin to spell the last name of the name you want to find. The list scrolls to the first record in the list that starts with the first letter you enter. Continue to spell the name you’re looking for, or when you see the name, tap it. 5. Tap Add.
Sorting lists of records You can sort lists of records in various ways, depending on the application. Sorting is available in applications that have list screens: Address Book, To Do List, Note Pad, and Memo Pad. Note: You can also assign records to categories. See “Categorizing records” earlier in this chapter. To sort records in To Do List: 1. Open To Do List. 2. From the list screen, tap Show. 3. Tap the Sort by pick list and select an option. 4. Tap OK.
4. Do one of the following: Address Book: Tap the setting you want. Note Pad: Tap the Sort by pick list and select Alphabetic, Date, or Manual. Memo Pad: Tap the Sort by pick list and select Alphabetic or Manual. 5. Tap OK. To sort the Note Pad or Memo list manually, tap and drag a note or 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, open Memo Pad in Palm Desktop software and click List by.
To hide all private records: 1. Tap the Applications icon . 2. Tap Security. 3. Tap the Current Privacy pick list and select Hide Records. Tap Hide Records 4. Tap OK to confirm that you want to hide private records. To mask all private records: 1. Tap the Applications icon . 2. Tap Security. 3. Tap the Current Privacy pick list and select Mask Records. Tap Mask 4. Tap OK to confirm that you want to mask private records.
To display private records: 1. Do one of the following: Tap a masked record. Tap the Applications icon , tap Security, then tap the Current Privacy pick list and select Show Records. If you do not have a password, hidden and masked records become visible. If you have a password, the Show Private Records dialog box appears. Go to step 2. Tap Show Records 2. Enter your password, and then tap OK. To make a record private: 1. Display the entry that you want to make private. 2. Tap Details. 3.
Attaching notes In all your applications except Note Pad and 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. In Address Book only: Tap Edit. 3. Tap Details. 4. Tap Note. 5. Enter your note. 6. Tap Done.
Choosing fonts In most applications you can change the font style to make text easier to read. You can choose a different font style for each application, and in some applications, you can use different font styles in different parts of the application. For example, in Address Book you can use the small font in the Address list screen and the large font in the Address entry screen. Small font Large font Bold font To change the font style: 1. Open an application. 2. Tap the Menu icon . 3.
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.
3. If the event is one hour long, skip to step 5. 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 buttons on the front panel of your handheld 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 No Time, 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. 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.
7. When the reminder message appears on screen, do one of the following: Tap OK to permanently dismiss the reminder and return to the current screen. Tap Snooze to dismiss the reminder and return to the current screen. The reminder message appears again five minutes after you tap Snooze. 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.
To schedule a repeating or continuous event: 1. Tap the event. Typically, a continuous event is an untimed event. 2. Tap Details. 3. Tap the Repeat box to open the Change Repeat dialog box. Tap the Repeat box 4. Tap Day, Week, Month, or Year to set how often event repeats. For a continuous event, tap Day. 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.
4. Do one of the following: Tap Current to delete only the current event item. Tap Future to delete the current and all future event items and reset the end date of the repeating event to the last shown date. Tap All to delete all occurrences of the repeating event. 5. Tap OK. Considerations for repeating or continuous events: Keep the following points in mind. ■ If you change the start date of a repeating event, your handheld calculates the number of days you moved the event.
Changing the Date Book view In addition to displaying the time list for a specific day, you can also display a whole week, a month, or an agenda. You can also display the current time. To cycle through Day, Week, Month, and Agenda views: ■ Press the Date Book application button repeatedly to display the next view. ■ Tap on the appropriate view icon in the lower-left corner of Date Book. To display the current time: 1. Tap and hold the stylus on the date bar to display the current time.
Previous week Next week Tap for that day Bar indicates earlier event Dot indicates untimed event Bar indicates later event 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.
Spotting event conflicts With the ability to define specific start and end times for any event, it’s possible to schedule events that overlap (an event that starts before a previous event finishes). An event conflict (time overlap) appears in the Week View as overlapping bars. The Day View displays overlapping brackets to the left of the conflicting times. Event conflicts Working in Month View The Month View screen shows which days have events scheduled.
■ Tap Go to to open the date selector and select a different month. ■ Use the scroll buttons on the front panel of your handheld to move between months. Press the upper button to display the previous month and the lower button to display the next month. Working in Agenda View The Agenda view shows you your untimed events, appointments, and To Do items in one screen.
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. Record menu Options menu Display Options Allows you to change Date Book’s appearance and which events display. ■ Chapter 4 Show Time Bars. Activates the time bars that appear in the 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. ■ Compress Day View. ■ Month View settings. These check boxes apply to the Month View of the Date Book. You can activate any or all of these settings to show that you have Timed, Untimed, or Daily Repeating events in the Month View only.
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, or you can use Palm Desktop software to create entries on your computer and then download the entries to your handheld with your next HotSync operation.
4. Use the Next Field Graffiti stroke to move to the First Name field. Next Field Tip: You can also move to any field by tapping it directly. 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. Note: As you enter letters in the Title, Company, City, and State fields, text appears for the first logical match that exists in your Address Book. As you enter more letters, a closer match appears.
Selecting types of phone numbers You can select the types of phone numbers or e-mail addresses that you associate with an Address Book entry. Any changes you make apply only to the current entry. To select other types of phone numbers in an entry: 1. Tap the entry that you want to change. 2. Tap Edit. 3. Tap the pick list next to the label you want to change. Tap triangle 4. Select a new label.
Show in List Select which type of phone or other information appears in the Address list screen. Your options are Work, Home, Fax, Other, or E-mail. The identifying letters W, H, F, O, or E appear next to the record in the Address list, depending on which option you select. If the E-mail or Other fields end in a letter, the identifying letters do not appear. Category Assign the entry to a category. Private Hide this entry when Security is turned on.
Options menus Address view Address list Preferences ■ Remember last category. Determines how Address Book appears when you return to it from another application. If you select this check box, Address Book shows the last category you selected. If you clear it, Address Book displays the All category. Rename These custom fields appear at the end of the Custom Fields Address Edit screen. Rename them to identify the kind of information you enter in them.
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 handheld 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 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 the Due Date pick list. Tap here 2. Tap the date that you want to assign the item: Today Assigns the current date. Tomorrow Assigns tomorrow’s date.
To Do Show Options The Show Options dialog box enables you to control the appearance of To Do List, and To Do items in Date Book Agenda view. 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.
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.
Note Pad A record in Note Pad is called a “note.” You can assign each note a title and store up to 999 notes on your handheld. To create a new note: 1. Press the Note Pad application button your handheld to open a new note. Note: on the front panel of If Note Pad is already running, tap New. Enter title here Write information here Pen selector 2. Write the information directly on the handheld screen.
To review a note: 1. In the Note Pad list, tap the note title. Tap arrows to scroll to next and previous notes Tap a note to view its contents 2. Review or edit the contents of the note. 3. Tap Done. Setting an alarm for a note You can set an alarm for a specific time and date to remind you to follow-up on a note. To set an alarm for a note: 1. Tap the note to which you want to assign an alarm. 2. Tap the Menu icon . 3. Tap Options, and then tap Alarm. 4. Tap the Time box. 5.
Tap here to select year Tap here to select month Tap here to select date 7. Tap the year, month and date you want the alarm to sound. After you tap the date, the Set Alarm dialog box reappears. 8. Tap OK. 9. When the alarm goes off and the reminder message appears on screen, do one of the following: Tap OK to permanently dismiss the reminder and return to the current screen. Tap Snooze to dismiss the reminder and return to the current screen. The reminder message appears again in five minutes.
Note Pad menus Note Pad menus are shown here for your reference, and Note 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 Note Pad list or an individual note.
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. A record in Memo Pad is called a “memo.” To create a new memo: 1. Tap the Applications icon 2. Tap the Memo Pad icon . to display the Memo list. 3. 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. The first letter is automatically capitalized and begins your new memo. 4.
Reviewing memos The first line of a memo appears in the Memo list. This makes it easy to locate and review your memos. To review a memo: 1. In the Memo list, tap the text of the memo. Tap a memo to review its 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.
Options menus Memo list Memo screen Preferences Displays the Memo Preferences dialog box, where you define the sort order for memos. About Memo Pad Shows version information for Memo Pad.
Clock Clock makes it easy for you to check and set the time and date, and provides a convenient travel alarm feature. See “Setting the time and date” in Chapter 1 for details on setting the current date and time for all the applications on your handheld. In addition to setting the date and time, you can set an alarm to sound during the next 24-hour period. To view the time: Do one of the following: ■ ■ When your handheld is on, tap the Clock icon in the upper left corner of the Graffiti writing area.
Clock menus Clock menus are shown here for your reference, and Clock 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 menu Display Options Allows you to choose which information appears on the Clock screen. Activates the day of the week display. When it is on, the day appears above the time. ■ Day. ■ Date. Activates the date display. When it is on, the date appears below the time.
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 reenter 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.
Recent Calculations The Recent Calculations command enables you to review the last series of calculations and is particularly useful for confirming a series of “chain” calculations. To display recent calculations: 1. Tap the Menu icon . 2. Tap Options, and then tap Recent Calculations. 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.
Chapter 5 Advanced HotSync® Operations HotSync® technology enables you to synchronize data between one or more Palm OS® handhelds and Palm™ Desktop software or another PIM such as Microsoft Outlook. To synchronize data, you must connect your Palm™ m100 handheld and Palm Desktop software. You can synchronize your data either directly or indirectly. Direct methods include connecting your handheld to the HotSync cable attached to your computer, or using infrared communications.
3. Click the General tab and select one of the following options: Always available Adds HotSync Manager to the Startup folder and constantly monitors the communication port for synchronization requests from your handheld. 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.
Serial Port Identifies the port that Palm Desktop software uses to communicate with the HotSync cable. The Palm Desktop installation software automatically detects the number of the port to which you connected the cable. If necessary, you can change the port selection. Note: Your handheld cannot share this port with an internal modem or other device. See “Palm m100 components” in Chapter 1 if you have trouble identifying the serial port.
HotSync Enabled/ Disabled Activates the serial port monitor and prepares your Macintosh to synchronize with your handheld. When this option is enabled, you cannot use the serial port you selected for other operations such as printing, faxing, or Apple Talk networking. When this option is disabled, the serial port you selected is available for use by other applications. Enable HotSync software at system startup Activates the serial port monitor automatically each time you start your computer.
Check for a connection using Select the method you use to synchronize your handheld and your desktop applications: Synchronizes while your handheld and HotSync cable are connected to this Macintosh, or while using infrared communication to synchronize with this Macintosh. Local Setup. Modem Setup. Synchronizes while your handheld communicates to this Macintosh across a telephone line. Both Setups.
Modem Setup Note: Enables you to perform HotSync operations across a telephone line. To do this you must purchase an optional add-on modem accessory for your handheld, have a modem connected to your Macintosh, and set the following options: ■ Modem. Identifies the type of modem connected to your Macintosh. If your modem does not appear on the list, use the Hayes setting, or choose Custom to enter a command string. Refer to the manual that came with your modem to find the appropriate command string.
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 your handheld 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.
3. From the User pop-up menu, select the appropriate user name. 4. Select an application in the Conduit list. 5. Click Conduit Settings. 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, click Make Default.
IR HotSync operations Your handheld is equipped with an infrared (IR) port that supports the IrCOMM implementation of the standards for infrared communication established by the Infrared Data Association (IrDA). This means that not only can you beam data to another Palm OS handheld that’s equipped with an IR port, but you can also beam data to a cell phone and any other device that supports the IrCOMM implementation of the IrDA standards.
To check if your Windows 95 computer supports infrared communication: 1. In the Windows taskbar, click Start. 2. Choose Settings, and then choose Control Panel. 3. In the Control Panel, look for the Infrared icon. If the icon is there, your computer is enabled for infrared communication. If it isn’t there, you need to install an infrared driver. Note: If you have an external infrared device attached to your computer, a driver is probably included with the device.
After you install the infrared driver, check the ports used by your computer for infrared communication. To check the ports used for infrared communication on a Windows computer: 1. In the Windows taskbar, click Start, choose Settings, and then choose Control Panel. 2. Double-click Infrared. 3. Click the Options tab. 4. Select Enable infrared communication. The COM port displayed in the drop-down box is the port where your infrared device is attached.
To install the extensions for infrared communication on a Macintosh: 1. Insert the Palm Desktop software CD-ROM into the CD-ROM drive on your Macintosh. 2. Open the Palm Extras folder. 3. Open the IrDA Files folder. 4. Open the Install in your System Folder. 5. Go to the Extensions folder in your System Folder and move the files with the same names as the files in the Install in your System Folder to another folder. (This will enable you to reinstall them later if needed.) 6.
6. Click OK. The HotSync Manager is now communicating with the simulated port defined for infrared communication. This means that you cannot use your HotSync cable again until you reconfigure the HotSync Manager to communicate with the port defined for cable synchronization. To configure HotSync Manager for infrared communication on a Macintosh: 1. Double-click the HotSync Manager icon in the Palm folder. 2. In the HotSync Controls tab, select Enabled. 3. Click the Serial Port Settings tab. 4.
Performing an IR HotSync operation After you complete the steps to prepare for performing an IR HotSync operation, it is easy to perform the actual operation. To perform an IR HotSync operation: 1. In the Applications Launcher, tap the HotSync icon. 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 within a couple of inches of the infrared port of your computer. 5. Tap the HotSync icon to start the IR HotSync operation.
Now, the next time you want to perform a HotSync operation, just press the HotSync button on the cable, as you always did in the past. To return to cable HotSync operations on a Macintosh: 1. If needed, connect the cable to a serial port on your Macintosh. 2. Double-click the HotSync Manager icon in the Palm folder. 3. In the HotSync Controls tab, select Enabled. 4. Click the Serial Port Settings tab. 5. Under Check for handheld connection using, select Local Setup. 6.
To prepare a Windows computer for a modem HotSync operation: 1. Confirm that the computer modem is connected and turned on, and that no communications applications, such as fax or telephony software, are running on a COM port. Note: Make sure the computer is disconnected from all online services, such as America Online (AOL) and CompuServe. This helps to avoid conflicts with the COM port. 2. Start HotSync Manager if it is not already running, and from the HotSync Manager menu, choose Modem. 3.
Identifies the setup string for your particular modem. Not all modems require a setup string. Refer to your modem manual and enter the setup string if recommended by the manufacturer. Setup String 4. Click OK. To prepare a Macintosh for a modem HotSync operation: 1. Confirm that the Macintosh modem is connected and turned on, and that no communications applications, such as fax or telephony software, or AppleTalk networking are running on that serial port.
Port Identifies the port that Palm Desktop software uses to communicate with the modem. Select the modem or printer port where you connected the modem cable. Modem Speaker Activates the modem’s speaker. If you are having trouble connecting, turn on this option to make sure the modem connected to your Macintosh is responding to incoming calls. 6. Close the HotSync Software Setup window. Preparing your handheld There are a few steps you must perform to prepare your handheld for a modem HotSync operation.
Tap here 5. Enter the telephone number to access the modem connected to your computer. 6. If needed, enter a dial prefix (such as “9”) to access an outside line, and then tap the Dial Prefix check box. Tip: You can enter a comma in the field to introduce a “pause” in the dialing sequence. Each comma equals a two second pause. 7. If the phone line you’re using with your handheld has Call Waiting, select the Disable call waiting check box to avoid an interruption during the modem HotSync operation. 8.
The default setting is to synchronize all files. Note: Applications that do not have a database (such as games) do not synchronize — even if you select the item in the Conduit Setup dialog box. 6. Tap OK. Performing a HotSync operation via a modem After you prepare your computer and your handheld, 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.
Using File Link The File Link feature enables you to import Address Book and Memo Pad information onto your handheld 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. You can configure the File Link feature to check for changes to the external file when you perform a HotSync operation. With File Link, you can import data stored in any of the following formats: ■ Comma-separated (*.
Creating a user profile If you use the File Link feature to configure several Palm OS handhelds 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 a handheld 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 name to a particular handheld. To create a user profile on a Windows computer: 1.
To create a user profile on a Macintosh: 1. Open Palm Desktop software. 2. From the User pop-up menu, choose Edit Users. 3. Click New Profile. 4. Enter a unique name for the profile and click OK. 5. Close the Users window. 6. From the User pop-up menu, choose the new profile. 7. Create the data for the profile (such as a company phone list). 8. From the HotSync menu, choose Conduit Settings. 9. Select the conduit settings for the profile.
To use a profile for the first-time HotSync operation on a Windows computer: 1. Connect the new handheld to the HotSync cable. 2. Press the HotSync button on the cable. 3. Click Profiles. 4. Select the profile you want to load on the handheld, and click OK. 5. Click Yes to transfer all the profile data to the handheld. The next time you perform a HotSync operation, Palm Desktop software prompts you to assign a user name to the handheld.
Chapter 6 Setting Preferences for Your Handheld The Preferences screens enable you to customize the configuration options on your Palm™ m100 handheld. In the Preferences screens, you can do the following: General Set the auto shut-off interval, the Beam Receive feature, and the system, alarm, and game sounds. Formats Set the country default and the formats for dates, times, calendar, and numbers. Connection Configure serial, modem, and infrared communication settings.
Buttons preferences The Buttons Preferences screen enables you to associate different applications with the buttons on the front of your handheld. For example, if you find that you seldom use To Do List and often use Memo Pad, you can assign the To Do List button to start Memo Pad. 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 stylus 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 on your handheld. 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 your handheld. You must assign a password to lock your handheld.
HotSync buttons preferences The Buttons Preferences screen also enables you to associate different applications with the button on the HotSync cable and the HotSync button on the optional modem. 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. Tap the pick list next to the button you want to assign. Tap arrow to show pick list 3.
Country default The country default sets date, time, week start day, and number conventions based on geographic regions where you might use your handheld. For example, in the United Kingdom, time often is expressed using a 24-hour clock. In the United States, on the other hand, time is expressed using a 12-hour clock with an AM or PM suffix. All your handheld applications use the Country default settings.
General preferences The General Preferences screen enables you to set the auto shutoff interval, the sounds for your handheld, and the beam receive feature. Auto-off delay Your handheld has an automatic shutoff feature that turns off the power after a period of inactivity. This feature helps conserve battery power in case you forget to turn off your handheld.
Beam Receive You can choose to turn off the Beam Receive feature. This prohibits anyone from beaming information to your handheld. It also results in a slight saving of battery power. To change the Beam Receive setting: ■ Tap the Beam Receive pick list and select On or Off. Connection preferences The Connection Preferences screen enables you to define the settings used to perform different types of HotSync operations.
Sample connection for remote IR HotSync operations The following sample configuration would enable you to perform an IR HotSync operation by sending data through the IR port of a cell phone, which then dials a modem attached to your computer, to synchronize with your Desktop application. For this example, you use the IrCOMM to Modem connection. To create an IrCOMM to Modem connection: 1. Tap New. 2. Enter a name to identify this configuration. 3.
8. Tap OK, and then tap OK again to save the configuration. Your new configuration appears in the list of available configurations After you create the configuration, you need to set up the HotSync Manager of your Desktop application and the HotSync application of your handheld to perform a modem 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 operating system.
Note: TCP/IP provides the ability to connect to your ISP or dial-in server with applications that allow you to view the transmitted data. Visit www.palm.com for information on third-party applications that take advantage of TCP/IP. Selecting a service Use the Service setting to select the service template for your Internet Service Provider or dial-in server. Service templates are ISP and dialin server configuration settings that you can create, save, and reuse. To select a service: 1.
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 prompts you to enter a password each time you log into your network: ■ If you do not enter a password, your handheld displays the word “Prompt” in this field and asks you to enter a password during the login procedure.
To select a connection: 1. Tap the Connection pick list. Tap here to display a list of available connections 2. Tap the connection you want to use. Adding telephone settings When you select the Phone field, your handheld 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.
Entering a prefix A prefix is a number that you dial before the telephone number to access an outside line. For example, many offices require that you dial “9” to dial a number outside the building. 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.
Note: Each telephone company assigns a code to disable Call Waiting. Contact your local telephone company for the code that is appropriate for you. 3. Tap OK. 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.
To establish a connection: ■ Tap Connect to dial the current service and display the Service Connection Progress messages. Tip: To see expanded Service Connection Progress messages, press the lower scroll button. To close a connection: ■ Tap Disconnect to terminate the connection between your handheld and your service. Creating additional service templates You can create additional service templates from scratch or by duplicating existing templates and editing information.
Select connection type 3. Tap the Connection type pick list and select one of the following connection types: PPP Point-to-Point protocol SLIP Serial Line Internet Protocol CSLIP Compressed Serial Line Internet Protocol Note: If you are not sure, try PPP; if that doesn’t work, ask your Internet Service Provider or your System Administrator for the correct connection type.
Defining primary and secondary DNS The Domain Naming System (DNS) is a mechanism in the Internet for translating the names of host computers into IP addresses. When you enter a DNS number (or IP address), you are identifying a specific server that handles the translation services. Each IP address has four sections, separated by periods. In the Details dialog box, you enter each section separately.
To identify dynamic IP addressing: ■ Tap the IP Address check box to select it. Tap to select automatic IP address To enter a permanent IP address: 1. Tap the IP Address check box to deselect it and display a permanent IP address field below the check box. 2. Tap the space to the left of the first period then enter the first section of the IP address. Note: Each section must be a number from 0 to 255. 3. Tap and enter the remaining sections of the IP address. 4. Tap OK.
■ In the Login Script dialog box on your handheld, accessed from the Details dialog box in Network Preferences Tap here to see the list of available commands Note: You can also use non-ASCII and literal characters in your login script. See Appendix D for more information. Creating a login script on your handheld You can create login scripts by selecting commands from the Command pick list in the Login Script dialog box. Some commands, such as Send, require you to supply additional information.
Wait For Tells your handheld to wait for specific characters from the TCP/IP server before executing the next command. Wait For Prompt Detects a challenge-response prompt coming from the server and then displays the dynamically generated challenge value. You then enter the challenge value into your token card, which in turn generates a response value for you to enter on your handheld. This command takes two arguments, separated by a vertical bar (|) on the input line.
Plug-in applications You can create plug-in applications containing script commands that extend the functionality of the built-in script commands. A plug-in application is a standard PRC application that you install on your handheld just like any other application. After you install the plug-in application, you can use the new script commands in a login script.
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. Displaying expanded Service Connection Progress messages It’s helpful to identify at what point in the login procedure the connection fails. An easy way to do this is to display the expanded Service Connection Progress messages. Expanded Service Connection Progress messages describe the current stage of the login procedure.
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. If you use the Security application to turn off and lock your handheld with a password, information that you put in the Owner Preferences displays the next time you turn on your handheld. 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.
Appendix A Maintaining Your Handheld This chapter provides information on the following: ■ Proper care of your handheld ■ Prolonging battery life ■ Resetting your handheld Caring for your handheld Your handheld 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: ■ Take care not to scratch the screen of your handheld. Keep the screen clean.
Battery considerations Please note the following considerations when replacing the batteries in your handheld: ■ Under normal conditions, your handheld 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 off after a period of inactivity. See “General preferences” in Chapter 6 for more information.
Resetting your handheld Under normal circumstances, you will not have to use the reset button. On rare occasions, however, your handheld may no longer respond to buttons or the screen. In this case, you need to perform a reset to get your handheld running again. Performing a soft reset A soft reset tells your handheld to stop what it’s doing and start over again. All records and entries stored in your handheld are retained with a soft reset. After a soft reset, the Applications Launcher screen appears.
Performing a hard reset With a hard reset, all records and entries stored in your handheld 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 your handheld. 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. 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.
To restore your data from a Macintosh after a hard reset: 1. Double-click the HotSync Manager in the Palm folder. 2. From the HotSync menu, choose Conduit Settings. 3. From the Users pop-up menu, select the appropriate user name. 4. Select an application from the list. 5. Click Conduit Settings. 6. Click Macintosh 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.
Appendix B Frequently Asked Questions If you encounter a problem with your Palm™ m100 handheld, 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 located in the folder where you installed the Palm™ Desktop software on your Windows computer or on your installation CD for Macintosh users.
Software installation problems Problem Solution The Palm Desktop Installer Menu did not appear when I inserted the CD-ROM into my Windows computer. 1. Click the Start button. 2. Choose Run from the Start menu. 3. Click Browse. 4. Locate your CD-ROM drive and select the Setup.exe file. 5. Click Open. 6. Click OK. I cannot install Palm Desktop software with Windows 95/98. Try the following: 1. Disable any virus scanning software on your computer. 2.
Operating problems Problem Solution I don’t see anything on my handheld’s screen. Try each of these in turn: ■ Press an application button to ensure your handheld is turned on. ■ Tap the Contrast icon in the upperright corner of the Graffiti® writing area. If the Contrast dialog box appears, adjust the contrast by holding down the up scroll button for a few seconds. If this doesn’t work, hold the down scroll button for a few seconds. ■ Make sure the batteries are fresh and properly installed.
I get a warning message telling me my handheld memory is full. ■ Purge records from Date Book and To Do List. This deletes To Do List items and past Date Book events from the memory of your handheld. See “Purging records” in Chapter 4. You may need to perform a HotSync® operation to recover the memory. ■ Delete unused memos and records. If necessary, you can save these records. See “Deleting records” in Chapter 4.
Tapping and writing problems Problem Solution When I tap the buttons or screen icons, my handheld activates the wrong feature. Calibrate the screen. See “Digitizer preferences” in Chapter 6. When I tap the Menu Not all applications or screens have menus. Try changing to a different application. icon , nothing happens. I can’t get my handheld to recognize my handwriting. Page 177 ■ For your handheld to recognize handwriting input with the stylus, you need to use Graffiti writing.
Application problems Problem Solution I tapped the Today button, but it does not show the correct date. Your handheld is not set to the current date. Make sure the Set Date box in the Clock application displays the current date. See “Setting the time and date” in Chapter 1 for more information. I know I entered some records, but they do not appear in the application. ■ Check the Categories pick list (upper-right corner). Choose All to display all of the records for the application.
HotSync problems Problem Solution I cannot do a HotSync operation; what should I check to make sure I am doing it correctly? ■ Make sure the HotSync cable is connected securely. On a Windows computer try these steps: ■ 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.
I cannot launch the HotSync Manager. I tried to do a local HotSync operation, but it did not complete successfully. ■ Make sure you are not running another program, such as America Online, CompuServe, WinFax, or AppleTalk networking that uses the serial port you selected in the Setup dialog box. ■ Backup the Palm Desktop software, uninstall it, then reinstall it. ■ Make sure your handheld is seated onto the HotSync cable correctly.
I tried to do a local HotSync operation, but it did not complete successfully. (continued) On a Windows computer, try each step in turn: ■ Make sure HotSync Manager is running. If it is running, close it, and restart it. ■ Make sure you selected Local from the HotSync Manager menu or the Palm Desktop software menu. ■ Make sure you selected the correct serial port on the Local tab in the Setup dialog. It should be set to the port where you connected the HotSync cable.
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 energy-saving feature. ■ Make sure the modem connected to your computer is turned on and is connected to the outgoing phone line. ■ Make sure the modem you are using with your handheld has an on-off switch. Your handheld cannot “wake up” a modem that has an auto-off feature.
I tried to do a modem HotSync operation, but it did not complete successfully. (continued) On a Macintosh, check the following: ■ Make sure Modem is selected on the Serial Port Settings tab in the HotSync Software Setup window. ■ You may need to select a different Modem type or enter a Custom setup string on the Serial Port Settings tab. Most modems have a setup string that causes them to send initial connection sounds to a speaker.
I can’t perform an IR HotSync operation. When I press the button on the HotSync cable, nothing happens on Palm Desktop software and my handheld times out. Appendix B ■ On a Windows computer, be sure the HotSync Manager is running and the Serial Port for local operations is set to the simulated port for infrared communication. See “IR HotSync operations” in Chapter 5 for details.
When I press the button on the HotSync cable, nothing happens on Palm Desktop software and my handheld times out. (continued) On a Windows computer, check the following: ■ If you are experiencing intermittent success, try a lower speed setting on the Local tab in the Setup dialog box in the HotSync Manager. ■ Verify there are no COM port conflicts on your computer: 1. From the Start menu, choose Settings, and then choose Control Panel. 2. Double-click System. 3. Click the Device Manager tab. 4.
My handheld displays the message “Waiting for sender” when it’s near my Windows computer’s infrared port. ■ Your computer’s infrared port may be set to search automatically for the presence of other infrared devices. Do the following to turn off this option: 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. Deselect the option Search for and provide status for devices in range. 6. Click Apply and OK.
Beaming problems Problem Solution I cannot beam data to another Palm OS handheld. ■ For best results, Palm m100 handhelds should be between 10 centimeters (approximately 4 inches) and 1 meter (approximately 39 inches) apart, and the path between the two handhelds must be clear of obstacles. Beaming distance to other Palm OS handhelds may be different. ■ Move your handheld closer to the receiving handheld. ■ Make sure the Beam receive option is enabled in General Preferences.
Password problems Problem Solution I forgot the password, and my handheld is not locked. You can use Security to delete the password, but your handheld deletes all entries marked as private. However, if you perform a HotSync operation before you delete the password: the HotSync process backs up all entries, whether or not they are marked private. Then, you can follow these steps to restore your private entries: 1.
Technical support If, after reviewing the sources listed at the beginning of this appendix, you cannot solve your problem, contact your regional technical support office by e-mail, phone, or fax. Before requesting support, please experiment a bit to reproduce and isolate the problem.
Appendix C Upgrade Information If you already own a Palm OS ® handheld, we recommend that you install the version of Palm™ Desktop software that comes with your new Palm™ m100 handheld into the same folder as your current Palm Desktop software. When you install the new version in the same folder as the previous version, all your data is preserved.
7. Connect the HotSync cable to your computer. See “Connecting the HotSync cable” in Chapter 1 for details. 8. Connect your new handheld to the HotSync cable and press the HotSync button. If the Select User dialog box appears, select your user name. Note: If you customized the modem setup on your old handheld, you must re-enter the modem initialization string. See “Connection preferences” in Chapter 6 for more information.
8. Connect the appropriate serial or USB adapter and the HotSync cable to your Macintosh. See “Connecting the HotSync cable” in Chapter 1 for details. To order an adapter, go to the web site: http://www.palm.com/support/m100/extras 9. Connect your new handheld to the HotSync cable and press the HotSync button. If the User pop-up appears, select your user name. Note: If you customized the modem setup on your old handheld, you must re-enter the modem initialization string.
Appendix D 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.
Product Regulatory Information 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.
Canadian ICES-003 Statement This Class B digital apparatus meets all requirements of the Canadian InterferenceCausing Equipment Regulations. Cet appareil numérique de la classe B respecte toutes les exigences du Réglement sur le matériel brouilleur du Canada. CE Compliance Statement This product was tested by Palm, Inc. and found to comply with all the requirements of the EMC Directive 89/336/EEC as amended.
Varoitus Paristo voi räjähtää, jos se on virheellisesti asennettu. Vaihda paristo ainoastaan valmistajan suosittelemaan tyyppiin. Hävitä käytetty paristo valmistajan ohjeiden mukaisesti. Advarsel Eksplosjonsfare ved feilaktig skifte av batteri. Benytt samme batteritype eller en tilsvarende type anbefait av apparatfabrikanten. Brukte batterier kasseres i henhold til fabrikantens instruksjoner. Waarschuwing! Bij dit produkt zijn batterijen geleverd.
Index A ABA (Address Book archive file) 35 Accented characters Graffiti writing 31 onscreen keyboard 33 Add-on applications 41–45 Address Book *If Found Call* entry 97 adding custom fields 100 archive files (.
Business card for beaming 68 Buttons preferences 143 C Cable connecting to computer 6 for local HotSync operations 63, 65, 131 Calculator buttons explained 115 memory 115 opening 56 overview 56 recent calculations 56, 116 Calibration 13, 145, 177 Call Waiting, disabling 136, 154 Calling card, using in phone settings 136, 155 Capital letters (Graffiti writing) 28 Caring for the handheld 167 Categories application 38–39 assigning records to 69–70 beaming 67 creating 71 default 69 displaying 70, 100, 178 merg
fields in Address Book 100 Customizing. See Preferences Cutting text 59 Cycling through views 52, 53, 54, 55 D Data entry. See Entering data Date displaying in Clock 114 Date Book adding Address Book data to records 75 Agenda view 93 alarm 86 archive files (.
problems with 177 using Graffiti writing 24–33 using Note Pad 34 using the computer keyboard 34 using the onscreen keyboard 33 Entries. See Address Book Euro in Graffiti writing 30 in onscreen keyboard 20 problems with 178 Events. See Date Book Exchanging data.
Manager 127, 129 modem operation 119, 132–137, 182–183 modem settings 133 operations using cable 131, 148 operations using IR port 129–131, 149–150 problems with 179–186 problems with IR 184 restoring data from a Macintosh 172 restoring data from a Windows computer 170 setting options 117–119 for synchronizing data 9 using with another PIM 46 I Icons alarm 86 application 14, 39 note 80 online Tips 19 onscreen 177 repeating event 88 Idle timeout of ISP or server connection 157 Importing data 22, 35–37 Infra
creating records 58, 110 deleting records 60, 88 dragging memos into other applications 57 fonts 81 menus 111, 116 opening 57 overview 57 private records 79 reviewing memos 111 sorting records 76, 178 Memory amount of free 189 for beaming 187 Calculator 115 regaining 61, 176 Memos.
Owner preferences 164 P Palm Desktop software. See Desktop software Passwords 47–50 changing 48 creating 47 deleting 48 for network 152 forgotten 50, 188 Pasting notes into other applications 55 Pasting text 59 Pen stroke, full-screen 143–144 Personal information managers.
Removing applications 45 Desktop software 46 Renaming categories 72 Repeating events deleting from Date Book 61 scheduling 87 Rescheduling events 86 Resetting handheld hard reset 170, 175 location of reset button 6, 169 soft reset 169 Restoring data Macintosh 172 Windows 170 S Saving data 38, 58, 60 Scheduling events 82–86 Screen backlight 4, 5 blank 175 calibrating 13, 145 caring for 167 touching with your finger 4 Scroll bar 15 buttons 5 Searching.
Text copying 59 cutting 59 entry. See Entering data files, importing data from 35, 36 fonts for 81 selecting all 59 Thousands separator 146 Time alarm setting 86 bars in Date Book 94 format 146 setting current 23 setting event 82 start and end for Date Book Day view 95 Tips, online 19 To Do List adding Address Book data to records 75 archive files (.
