Handbook for the PalmTM TungstenTM E Handheld
Copyright © 1998–2003 Palm, Inc. All rights reserved. Graffiti, HotSync, the Palm logo, Palm OS and Palm Powered are registered trademarks, and Palm, Tungsten, and VersaMail are trademarks of Palm, Inc. All other brands are trademarks or registered trademarks of their respective owners. MPEG Layer-3 audio decoding technology licensed from Fraunhofer IIS and Thompson. Disclaimer and Limitation of Liability Palm, Inc. assumes no responsibility for any damage or loss resulting from the use of this handbook.
Contents Chapter 1: Setting Up Your Palm™ Tungsten™ E Handheld . . . . . . . . . . . . 1 System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1 Minimum requirements: Windows computers . . . . . . . . . . . . . . . . . . . . . . . . 1 Minimum requirements: Mac computers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2 Upgrade information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Contents Importing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Importing data from a Windows computer . . . . . . . . . . . . . . . . . . . . . . . . . . 28 Importing data from a Mac computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29 Chapter 4: Working with Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31 Opening applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Contents Scheduling repeating or continuous events . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Setting an alarm for an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67 Setting an event location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Rescheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69 Using categories . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Contents Setting Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95 Working with Expense data on your computer . . . . . . . . . . . . . . . . . . . . . . . . . 96 Displaying the euro on your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 Printing the euro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97 Using Expense menus . . . . . . . . . . . . . . . . . . . . . . . . . . .
Contents Chapter 12: Using Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119 Creating tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120 Setting priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120 Checking off a task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121 Changing task details . .
Contents Synchronizing e-mail between the handheld and the desktop . . . . . . . . . . . 196 Configuring account settings in HotSync Manager . . . . . . . . . . . . . . . . . . 196 Setting synchronization options and account settings . . . . . . . . . . . . . . . . 197 Synchronizing an account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208 Using SSL with the conduit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Contents Keylock Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242 Power Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243 Security Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244 Sounds & Alerts Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251 Writing Area Preferences . . . . . . . . . . . . . .
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CHAPTER 1 Setting Up Your Palm™ Tungsten™ E Handheld Your new Palm™ Tungsten™ E handheld helps you stay organized and on time; keep track of contacts; enjoy audio, video, and gaming entertainment applications; and more. Note that to use some of your handheld’s features, you need to install software from the Software Installation CD-ROM that came with your handheld or download software from the Internet.
Chapter 1 Setting Up Your Palm™ Tungsten™ E Handheld Minimum requirements: Mac computers The minimum requirements for Mac computers are as follows: ■ Mac computer or compatible with a PowerPC processor ■ Mac OS 9.1 or later with 12MB available memory or Mac OS X, version 10.1.2 to 10.2.
Step 2: Set up your handheld Step 2: Set up your handheld a. Press the power button to turn on your handheld. Power button Stylus If your handheld does not turn on, see “Operating problems” in Appendix B. b. c. Slide the stylus out of the storage slot. Hold the stylus as you would a pen or pencil, and use it to follow the onscreen directions. Step 3: Install software After setting up your handheld, insert the Software Installation CD-ROM into your computer’s CD-ROM drive. b.
Chapter 1 Setting Up Your Palm™ Tungsten™ E Handheld c. Connect the HotSync cable to your handheld. d. Press the power button to turn on your handheld. Step 5: Perform a HotSync operation HotSync operations transfer information between your handheld and Palm Desktop software on your computer. This is called synchronizing your data. Performing HotSync operations ensures that you always have a backup copy of the information that you enter on your handheld.
Congratulations! Congratulations! You’ve set up your handheld, installed Palm Desktop software, and performed your first HotSync operation. For comprehensive information about using your handheld, continue reading this electronic handbook. For more information about using Palm Desktop software, see the following: ■ The online Help for Palm Desktop software. To access the online Help, go to the Help menu in Palm Desktop software.
Chapter 1 6 Setting Up Your Palm™ Tungsten™ E Handheld
CHAPTER 2 Exploring Your Handheld Your Palm™ Tungsten™ E handheld can help you stay organized, on time, and up to date with daily tasks while you are away from your desk. Use your new handheld to enter your schedule; maintain contact names, addresses, and phone numbers; prioritize and assign due dates for tasks; jot quick notes and create text memos; listen to MP3 music files; and much more. To use some of your handheld’s features, you must install software from the CD-ROM that comes with your handheld.
Chapter 2 Exploring Your Handheld Screen Displays the applications and information stored on your handheld. Star icon Tap this icon to perform a HotSync® operation. Input area The area where you write letters and numbers using the Graffiti® 2 alphabet. See “Using Graffiti® 2 writing” in Chapter 3 to learn how to write Graffiti 2 characters. Navigator Enables you to select and display records on your handheld screen.
Locating back panel components Expansion card slot Accepts Secure Digital (SD), Secure Digital Input/Output (SDIO), or MultiMediaCard (MMC) expansion cards (sold separately). Expansion cards enable you to listen to MP3 files, back up data, add more memory, add optional peripherals such as a camera, or use additional applications. IR port Uses infrared technology to transmit data to and receive data from other infrared-enabled devices and to perform HotSync® operations.
Chapter 2 Exploring Your Handheld Locating bottom panel components Power connector USB port Power connector Connects your handheld to the power adapter, which in turn connects to the wall current. This enables you to recharge your handheld. USB port Connects your handheld to the HotSync cable, which in turn connects to the USB port on your computer. This enables you to update the information between your handheld and your computer, using HotSync technology.
Tapping and typing To insert a card: 1. Insert the card into the expansion slot with the label side facing the display. 2. Push the card in with your thumb. Push To remove a card: 1. Push lightly against the card with your thumb. 2. Slide the card out of the expansion slot. Push For complete information about working with expansion cards, see Chapter 6.
Chapter 2 Exploring Your Handheld With your handheld turned on, you can tap the handheld screen to perform many operations, such as the following: ■ Open applications. ■ Select menu commands. ■ Initiate a Find operation to search through applications installed on your handheld for specific text. (Find operations do not search through applications on expansion cards.) ■ Select options in dialog boxes. ■ Open the onscreen keyboards.
Tapping and typing Clock Tap the Clock icon to display the current time and date. The display closes automatically after two seconds. ABC With the cursor in an input field, tap ABC to activate the alphabetic keyboard. 123 With the cursor in an input field, tap 123 to activate the numeric keyboard. Previous/next arrows Pick list Entry box Scroll bar Command button Check box Tap a check box to select or deselect it.
Chapter 2 Exploring Your Handheld Displaying online tips Many of the dialog boxes that appear on your handheld contain a Tips icon in the upper-right corner. Online tips anticipate questions you might 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.
Additional software To navigate in list screens, do any of the following: ■ Press Up or Down on the navigator to scroll an entire screen of records. ■ Press and hold Up or Down on the navigator to accelerate the scrolling. ■ Press Select on the navigator to insert the selection highlight. When the selection highlight is present, you can do the following: – Press Up or Down on the navigator to scroll to the previous or next record. – Press Select again to view the selected record.
Chapter 2 16 Exploring Your Handheld
CHAPTER 3 Entering Data on Your Handheld This chapter explains several ways to enter data on your handheld, including using the onscreen keyboard, using Graffiti® 2 writing, and beaming data between devices with infrared (IR) ports. Using the onscreen keyboard You can open the onscreen keyboard anytime you need to enter text or numbers on your handheld. You can also use Graffiti 2 writing when the keyboard is open, which makes it easy to switch between these two methods of entering data.
Chapter 3 Entering Data on Your Handheld 4. Tap the characters to enter text and numbers. When a keyboard is open, you can tap the abc, 123, or Int’l boxes to open any of the other keyboards, including the international keyboard.
Using Graffiti® 2 writing Writing in Graffiti 2 input areas You can write Graffiti 2 characters in the designated input area, or you can turn on Writing Area and write outside the input area. See “Locating front panel controls” in Chapter 2 for the location of the input area. Using Writing Area When Writing AreaPreferences are turned on and active, the full screen is available for Graffiti 2 writing; you do not have to write in the input area.
Chapter 3 Entering Data on Your Handheld Graffiti 2 character set Graffiti 2 alphabet Draw letters on the abc and ABC writing area Letter 20 Strokes Letter A B C D E F G H I J K L M N O P Q R S T U V W X Y Z Strokes
Using Graffiti® 2 writing Graffiti 2 numbers Draw numbers on the 123 writing area Number Strokes Number 0 1 2 3 4 5 6 7 8 9 Strokes Punctuation marks Draw these marks on the abc or ABC writing area Mark Stroke Mark Period .
Chapter 3 Entering Data on Your Handheld Draw these marks on the 123 writing area Mark Stroke Mark Period .
Using Graffiti® 2 writing To write symbols and special characters: 1. Enter the Punctuation Shift stroke: Punctuation Shift When Punctuation Shift is active, an up arrow symbol appears in the lowerright corner of the handheld screen. If you accidentally activate Punctuation Shift, another Punctuation Shift stroke will cancel it. Punctuation Shift indicator NOTE Drawing two Punctuation Shift strokes also cancels the automatic capitalization of the first letter of a new record or sentence. 2.
Chapter 3 Entering Data on Your Handheld Graffiti 2 Gestures Draw gestures on the abc or ABC writing area Gesture Stroke Gesture Cut Paste Copy Undo Erase Tab Punctuation Shift Menu Command Stroke Short Cut Graffiti 2 ShortCuts Graffiti 2 writing comes with several predefined ShortCuts. You can also create you own shortcuts. See “ShortCuts Preferences” in Chapter 16 to learn about creating ShortCuts. To use a ShortCut, draw the ShortCut stroke followed by the ShortCut characters.
Beaming data Beaming data Your handheld is equipped with an IR port that is located at the top of the handheld, behind the small dark shield. The IR port supports the IrCOMM implementation of the standards for infrared communication established by the Infrared Data Association (IrDA). This means that you can beam data to any nearby device that supports the IrCOMM implementation of the IrDA standards and that can read the type of data you’re beaming.
Chapter 3 Entering Data on Your Handheld 3. Tap one of the following from the Record menu: – The Beam command for an individual record. – In Contacts only: Beam Business Card. – In Note Pad only: If you are beaming to someone using Note Pad version 2.0 or earlier, tap Compatibility, and then tap Beam. – Beam Category. You can also press and hold the Contacts application button to instantly beam your business card to another device with an IR port. TIP 4.
Sending data To receive beamed information: 1. Turn on your handheld. 2. Point the IR port directly at the IR port of the transmitting device to open the Beam dialog box. 3. (Optional) Tap the category pick list and select a category for the incoming information. You can also create a new category or leave the information unfiled. 4. Tap Yes. Sending data In addition to beaming data, you can also use e-mail or SMS communication to send information to and receive information from other devices.
Chapter 3 Entering Data on Your Handheld 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 type it. Save the data in one of the file formats listed in the next section, import it into Palm Desktop software, and then perform a HotSync operation to transfer the data to your handheld.
Importing data 7. To import data into the correct Palm Desktop fields, drag fields in the left column so that they are opposite the corresponding imported field on the right. 8. If you don’t want to import a field, click the check box for that field to deselect it. 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.
Chapter 3 Entering Data on Your Handheld To import data from a Mac computer: 1. Open Palm Desktop software. 2. From the File menu, select 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.
CHAPTER 4 Working with Applications This chapter explains how to open and switch between applications on your 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. Opening applications You can tap the Home icon to see a list of all applications installed on your handheld or an expansion card. Tap the application icon to open it.
Chapter 4 Working with Applications To open an application on your handheld: 1. Tap the Home icon . 2. Tap the icon of the application that you want to open. If you have many applications installed on your handheld, press Down on the navigator to see all your applications. Opening expansion card applications When an expansion card is properly seated in the expansion card slot, your handheld responds based on the contents of the card and the application that is active when you insert the card.
Categorizing applications To switch to an expansion card: 1. Tap the pick list in the upper-right corner. TIP When the highlight on the Home screen is not active, you can also press and hold Select on the navigator to open the category pick list. 2. Select the category item that matches the name of the expansion card. Categorizing applications You can assign an application to a category and then display either a single category or all your applications.
Chapter 4 Working with Applications 4. Tap the pick list next to each application to select a category. 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 again to close the Edit Categories dialog box. TIP 5. Tap Done. To display applications by category: 1. Tap the Home icon . 2. Do one of the following: – Tap the Home icon repeatedly to cycle through all your categories.
Copying applications to or from an expansion card 3. Select Copy on the App menu. 4. Tap the Copy From pick list and select Handheld. 5. Tap the Copy To pick list and select the card name. The Copy To pick list appears only if there are multiple cards available. 6. Tap the application you want to copy. 7. Tap Copy, and then tap Done. You can install applications to a card that is seated in the expansion card slot during a HotSync® operation.
Chapter 4 Working with Applications Selecting copy settings When using the copy feature, you can set how applications are sorted and listed, as well as whether to copy only the application or both the application and its data files. To select copy settings: 1. Tap the Home icon . 2. Tap the Menu icon . 3. Select Copy on the App menu. 4. Tap Settings. 5. Tap the Sort By pick list, and then select Name or Size. 6.
Using menus To open the menu bar: 1. Open an application (such as Memos). 2. Do one of the following: – Tap the Menu icon . – Tap the title area (white text on black background) at the upper-left corner of the screen. Tap the title area Tap the Menu icon Graffiti 2 menu commands Most menu commands have an equivalent Graffiti 2 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.
Chapter 4 Working with Applications When you draw the Command stroke anywhere in the Graffiti 2 input area, the Command toolbar appears below the Graffiti 2 input area to indicate that you are in Command mode. The Command toolbar covers the status bar. Command Cut Copy Paste Beam Undo Delete The Command toolbar displays context-sensitive menu commands for the active screen. For example, if text is selected, the menu icons displayed may be Undo, Cut, Copy, and Paste.
Performing common tasks 4. Enter text for the record. 5. (Optional) Tap Details to select attributes for the record. (In Note Pad, the Details command is located on the Options menu.) 6. In Contacts, Note Pad, and Memos only: Tap Done. Editing records After you create a record, you can change, delete, or enter new text at any time.
Chapter 4 Working with Applications The following commands may appear in an Edit menu: Undo Reverses the action of the last edit command. For example, if you used Cut to remove text, Undo restores the text you removed. Undo also reverses deletions you made using backspace. Cut Removes the selected text and stores it temporarily in the memory of your handheld. You can paste the text you cut into another area of the current application or into a different application.
Performing common tasks Purging records Over time, as you use Calendar, Tasks, and Expense, you’ll accumulate records in these applications that have outlived their usefulness. All these outdated records take up memory on your handheld, so it’s a good idea to remove them by using Purge. If you think Calendar or Tasks records might prove useful later, you can purge them from your handheld and save them in an archive file on your computer.
Chapter 4 Working with Applications The illustrations in this section come from Contacts, but you can use these procedures in all the applications in which categories are available. The only exception is that the steps for moving photos into albums is slightly different. See “Filing photos in albums” in Chapter 11 for details. To move a record into a category: 1. Select the record you want to categorize. 2. In Contacts only: Tap Edit. 3. Tap Details. 4.
Performing common tasks To define a new category: 1. Tap the category pick list in the upper-right corner of the screen or list. Tap here 2. Select 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. Select Edit Categories. 3.
Chapter 4 Working with Applications 4. Enter the new name for the category, and then tap OK. 5. Tap OK. You can group the records within two or more categories into one category by giving the categories the same name. For example, if you change the name of the Personal category to Business, all records formerly in the Personal category appear in the Business category. TIP Finding information Your handheld offers several ways for you to find information quickly.
Performing common tasks Looking up Contacts records In Contacts, you can use the Look Up line with the stylus or navigator to look up and quickly scroll to any of your Contacts entries. To look up a Contacts record with the stylus: 1. From the Contacts list screen, enter the first letter of the name you want to find. Look Up line The list scrolls to the first entry that begins with that letter. If you write another letter, the list scrolls to the first entry that starts with those two letters.
Chapter 4 Working with Applications If there is only one possible match for a particular position, the highlight jumps to the next position. 4. Press Up or Down on the navigator to select the next letter of the name you want to find. The list then scrolls to the first entry that starts with those two letters. For example, selecting s scrolls to “Sands,” and selecting sm scrolls further to “Smith.” If you sort the list by company name, the Quick Look Up feature scrolls to the matches for the company name.
Performing common tasks Sorting lists of records Sorting is available in applications that have list screens: Contacts, Note Pad, Tasks, Memos, and Expense. You can also sort photos in Palm Photos. See “Creating an album” in Chapter 11 for details. NOTE You can also assign records to categories. See “Categorizing records” earlier in this chapter. To sort records in Expense: 1. Open the application to display the list screen. 2. Tap Show. 3. Tap the Sort by pick list, and then select an option. 4.
Chapter 4 Working with Applications 4. Do one of the following: Contacts: Tap the setting you want. Note Pad: Tap the Sort by pick list, and then select Alphabetic, Date, or Manual. Memos: Tasks: 5. Tap the Sort by pick list, and then select Alphabetic or Manual. Tap the Sort by pick list, and then select the sort criteria you want. 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.
Performing common tasks To delete a note: 1. Tap the Note icon . 2. Tap Delete, and then tap Yes. Choosing fonts In many applications, you can change the font style to make text easier to read. You can choose small, small bold, large, or large bold fonts in each application that enables you to change the font style. Small font Large font Small bold font Large bold font To change the font style: 1. Open an application. 2. Tap the Menu icon 3. Select Options, and then select Font. 4.
Chapter 4 Working with Applications Receiving alerts You can receive alerts on your handheld and in Palm Desktop software. Receiving alerts on your handheld When you use certain application settings, your handheld can alert you to any of the following: ■ An appointment set in Calendar ■ A task entered in Tasks ■ A note created in Note Pad ■ An alarm set in World Clock ■ E-mail messages received in the VersaMail application When an alert occurs, your handheld displays a reminder message.
Installing and removing applications Hiding or masking private records You can use the Security Preferences to set a password and select whether to mask your private records or hide them completely. See “Security Preferences” in Chapter 16 for details. Installing and removing applications This section explains how to install and remove applications and other files on your handheld or on an expansion card, and how to remove Palm Desktop software from your computer.
Chapter 4 Working with Applications There are a variety of third-party applications available for your handheld. To learn more about these applications, go to www.palm.com. NOTE Palm works with developers of third-party add-on applications to ensure the compatibility of these applications with your new Palm handheld. Some third-party applications, however, may not have been upgraded to be compatible with your new Palm handheld.
Installing and removing applications 4. Click OK. The selected files are placed in the Handheld or Expansion Card file list, based on the file extension. 5. Perform a HotSync operation to install the files. See “Conducting HotSync operations” in Chapter 15 for details. NOTE Files that remain in the list after you perform a HotSync operation were not installed. This can happen if your handheld is too full to install the file or if the file type was not recognized during the HotSync operation.
Chapter 4 Working with Applications 4. Drag and drop the file(s) or folder onto the handheld or expansion card file list. If a No symbol appears when you attempt to drag a file onto a file list, that file is not supported on that destination. The status bar shows the number of files selected and their total size. However because some file types are compressed during synchronization, they may actually require less space then the amount shown in the file size column or status bar. 5.
Installing and removing applications 6. Click OK. 7. If you need to change the destination of the application you are installing, drag the files to move applications between the handheld and expansion card file list. The status bar shows the number of files selected and their total size. However, because some file types are compressed during synchronization, they may actually require less space then the amount shown in the file size column or status bar. 8.
Chapter 4 Working with Applications ■ When you drag and drop a folder, Palm Quick Install looks at files in the first level of subfolders only; it does not look at folders nested inside the subfolders. ■ When you drag and drop a .zip archive, Palm Quick Install looks at files in the first level of the folder only; it does not look in subfolders nested inside the folder. In this case, you will need to unzip the archive first, then drop the folders/files onto Quick Install.
Installing and removing applications 5. Click Add To List. If the file you want to install is not listed in the dialog box, go to the folder to which you copied the file. Most handheld application files have the extension PRC or PDB. 6. Select the application(s) you want to install. 7. Click Add File to add the selected application to the Install Handheld Files list. You can also drag files, or folders of files, to the list in the Install Handheld Files dialog box.
Chapter 4 Working with Applications Removing applications If you run out of memory or decide that you no longer need an application you installed, you can remove applications from your handheld or from an expansion card. From your handheld, you can remove only add-on applications, patches, and extensions that you install; you cannot remove the applications that reside in the operating system of your handheld. To remove an add-on application: 1. Tap the Home icon . 2. Tap the Menu icon . 3.
Installing and removing applications 6. Click Yes in the Confirm File Deletion box. 7. Click OK, and then click Close. To remove Palm Desktop software from a Mac computer: 1. Insert the Software Installation CD-ROM into the CD-ROM drive on your computer. 2. Double-click the Software Installation CD-ROM icon on your desktop. 3. Double-click the Palm Desktop Installer icon. 4. From the Easy Install screen, select Uninstall from the pop-up menu. 5. Select the software you want to remove. 6.
Chapter 4 60 Working with Applications
CHAPTER 5 Using Calendar Calendar enables you to quickly and easily schedule appointments or any kind of activity associated with a time and date. You can attach notes to Calendar events and set alarms to remind you when they happen. NOTE Certain tasks are common among several handheld applications. For more information, see Chapter 4, “Working with Applications.” To open Calendar: ■ Press the Calendar application button on the front panel of your handheld. Calendar opens to Agenda View by default.
Chapter 5 Using Calendar Working in Agenda View The Agenda View shows you your daily appointments and events, Task items in one screen. you can also choose to show messages from your e-mail program. To display the Agenda View: ■ Tap the Agenda View button.
Working in Day View Working in Day View Day View shows the calendar of your events for an entire day. Day View is the working area of Calendar, where you schedule and remove events, and set alarms. To display the Day View: ■ Tap the Day View button. Tap to view previous or next day Tap to select a category to view from pick list Tap to view repeating Event Details dialog box Tap to view alarm Event Details dialog box Tap to view note Colored circle in category column.
Chapter 5 Using Calendar Show Time Bars Activates the time bars that appear in the Day View. The time bars show the duration of an event and illustrate event conflicts. Show Category Column Displays the color-coded circle between the time and event. The color indicates the category the event is filed under. Scheduling an event When you schedule an event, its description appears on the time line, and its duration is automatically set to one hour. To schedule an event for the current day: 1.
Working in Day View 4. Do one of the following: – Tap the time columns on the right side of the Set Time dialog box to set the start time, and then tap the End Time box and tap the time columns to set the end time. – Tap All Day to automatically insert the start and end time of the event as defined in your Calendar Preferences.
Chapter 5 Using Calendar – Press Right or Left on the navigator to scroll to the next or previous day. – Press Up or Down on the navigator to scroll within the current day. – Tap Go To at the bottom of the screen to open the Go to Date dialog box. Select a date by tapping a year, month, and day in the calendar. Previous year Next year Tap to select a month Tap to select a day Tap to select current date 2. After you locate the date, follow the steps for scheduling an event for the current day.
Working in Day View Scheduling repeating or continuous events The Repeat function enables you to schedule events that recur at regular intervals or that extend over a period of consecutive days. To schedule a repeating or continuous event: 1. Select the event. 2. Tap Details. 3. Tap the Repeat box to open the Change Repeat dialog box. 4. Tap Day, Week, Month, or Year to set how often the event repeats. For a continuous event, tap Day. 5.
Chapter 5 Using Calendar To set an alarm for an event: 1. Select the event to which you want to assign an alarm. 2. Tap Details. 3. Tap the Alarm check box to select it. The default setting, 5 Minutes, appears. 4. Tap the pick list to select Minutes, Hours, or Days. 5. Select the 5 and enter any number from 0 to 99 (inclusive) as the number of time units. Enter number of time units here Tap here to select unit of time 6. Tap OK. 7.
Working in Day View Setting an event location Events can have a location that appears in the Day view and in the Details view. To add an event location: 1. Select an event. 2. Tap Details. 3. Tap Location and enter a location. 4. Tap OK. In Day view, the location appears in parenthesis after the event description. Rescheduling an event You can easily make changes to your schedule with your handheld. To reschedule an event: 1. Select the event you want to reschedule. 2. Tap Details. 3.
Chapter 5 Using Calendar 4. Perform one of the following: – To edit a category, select a category and tap Edit. – To create a new category, tap New. The Edit Category dialog box opens. 5. Enter a new name and select a color. 6. Tap OK. Working in Week View Week View shows the calendar of your events for an entire week. To display the Week View: 1. Tap the Week View button. 2.
Working in Month View 3. Tap an event to show a description of the event. Event details Tap to show event details. Tap twice to view the event in Day View. Week View button Keep the following points in mind: ■ Tap any day or date that appears at the top of the Week View to move directly to that day without selecting an event. ■ Press Right and Left on the navigator to scroll to the next or previous week.
Chapter 5 Using Calendar Keep the following points in mind: ■ Tap a day in Month View to display that day in the Day View. ■ Tap the scroll arrows in the upper-right corner, or press Left or Right on the navigator to move forward or backward a month. ■ Press Select on the navigator to insert the highlight, and then press Left or Right on the navigator to scroll to a specific day. Press Select on the navigator to display that day in the Day View.
Working in Year View Working in Year View The Year View screen allows you to view multiple months. To display the Year View: ■ Perform one of the following: – From the Options menu, select Year View. – From the Month View screen, tap the Year Button. Spotting event conflicts With the ability to define specific start and end times for any event, you could schedule events that overlap (an event that starts before a previous event finishes).
Chapter 5 Using Calendar Beaming events You can share your calendars with family or business associates by beaming events and categories. For more information on beaming, see “Beaming data” in Chapter 3. To beam an event: 1. Tap the Menu icon 2. Select Beam Event. . To beam a category of events: 1. Tap the Menu icon . 2. Select Beam Category. 3. The Beam Category dialog box opens. 4. Tap the Category pick list, and then select a category. 5.
Using Calendar menus Using Calendar menus Calendar features that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 4 for information about choosing menu commands. Record menu Purge Opens a dialog box where you can choose which old events to purge from your handheld and whether you want to archive purged events on your computer. Send Event Opens a dialog box where you can choose how you want to send the selected event to another device.
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CHAPTER 6 Using Card Info Card Info enables you to review general information about an expansion card. Reviewing Card information You can view the card name, type, available storage space, and a summary of its contents. To review Card information: 1. Tap the Home icon . 2. Tap the Card Info icon 3. Review Card name, Type, and Size. 4. Review card contents summarized by directory. .
Chapter 6 Using Card Info 4. Select Rename Card from the Card menu. 5. Enter the new name for the card. 6. Tap Rename. Formatting a card Formatting a card destroys all its data and prepares it to accept new applications and data. To format a card: 1. Tap the Home icon . 2. Tap the Card Info icon 3. Tap the Menu icon 4. Select Format Card from the Card menu, and then tap OK. . .
Using Card Info menus Using Card Info menus Card Info menu commands that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 4 for information about selecting menu commands. Card menu Help Provides help text. About Card Info Shows version information for Card Info.
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CHAPTER 7 Using Contacts Contacts enables you to maintain names, addresses, phone numbers, and other information about your personal or business contacts. NOTE Certain tasks are common among several handheld applications. For more information, see Chapter 4, “Working with Applications.” To open Contacts: ■ Press the Contacts application button on the front panel of your handheld. Contacts opens to display the list of all your records.
Chapter 7 Using Contacts To create a new contact: 1. Press the Contacts application button display the Contacts list. 2. Tap New. on the front of your handheld to Tap New 3. Tap each field for which you have contact information and enter the information. The features described in the following table help streamline and organize contact data entry. Tap the scroll arrows to move to the next page of information.
Creating a contact Field name Feature Birthday To enter contact birthday information, do the following: 1. Tap in the box, use the left and right arrows to scroll to the year you want, and then tap to select the birth month and date (or tap Today to select the current date as the birthday). If you do not select a year, the current year is displayed. Tap and hold the left or right arrow to scroll quickly through the years. TIP 2.
Chapter 7 Using Contacts Displaying additional contact fields The Contact Edit screen displays certain fields by default. You can customize the Contact Edit screen to display additional fields that you want. If you display an additional field and leave it blank, the field is not displayed when you return to the Contact Edit screen. You must enter information into the field in order for it to continue to display on the Contact Edit screen. To display additional contact fields: 1.
Creating a contact To select field types in a contact: 1. Tap the contact that you want to change. 2. Tap Edit. 3. Tap the pick list next to the label you want to change. Tap triangle 4. For phone numbers and e-mail addresses: Select a new label. Select from list For IM accounts: Select the IM service you want to use, or select IM if you do not want to specify a service. You must set up an IM account with a service provider to use IM on your handheld.
Chapter 7 Using Contacts Changing Contact details The Contact Details dialog box provides a variety of options that you can associate with a contact. To open the Contact Details dialog box: 1. Tap the contact whose details you want to change. You can also use the navigator to open a contact. See “Using the navigator” in Chapter 2 for instructions. TIP 2. Tap Edit, and then tap Details. 3.
Making connections from Contacts Quick Connect If you have a compatible GSM mobile phone (sold separately) and you install the Telephony/SMS applications from the CD-ROM, you can use Quick Connect to select a contact and initiate a related task with one hand, using the navigator. You can also configure which application opens when you choose a specific Contacts record field, and whether to add a prefix to all phone numbers. To use Quick Connect from a contact: 1.
Chapter 7 Using Contacts To configure Quick Connect settings: 1. From the Quick Connect dialog box, tap Settings. 2. (Optional) Tap the Number Prefix check box, and then enter a prefix. For example, to dial 1 before all phone numbers, select this check box and enter a “1” in this field. The prefix is not added to a number that begins with the “+” character. 3. Tap each of the pick lists and select the application you want to associate with that task. 4. Tap OK.
Using Contacts menus 3. (Optional) Tap the number to edit it. For example, you might want to add an area code, a 1, or a country code to a phone number. Using Contacts menus Contacts menu commands that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 4 for information about selecting menu commands. The Record and Options menus differ depending on whether you’re displaying the Contacts list screen or the Contacts Edit screen.
Chapter 7 Using Contacts Options menus Preferences Opens a dialog box where you can choose Contacts display options. Determines how Contacts appears when you return to it from another application. If you select this check box, Contacts shows the last category you selected. If you deselect it, Contacts displays the All category. Remember Last Category. Rename Custom Fields These custom fields appear at the end of the Contacts Edit screen.
CHAPTER 8 Using Expense Expense enables you to keep track of your expenses and then transfer the information to a spreadsheet on your computer. To open Expense: 1. Tap the Home icon 2. Tap the Expense icon . . Adding expense items A record in Expense is called an item. You can sort your Expense items into categories or add other information that you want to associate with the item. To add an expense item: 1. Tap New. Cursor of new item Tap New 2. Enter the amount of the expense.
Chapter 8 Using Expense 3. Tap the Expense type pick list, and then select a type from the list. As soon as you select an expense type, your handheld saves your entry. If you do not select an expense type, your handheld does not save the entry. Tap here Changing the date of an Expense item Initially, Expense items appear with the date on which you enter them. You can change the date associated with any Expense item. To change the date of an Expense item: 1. Tap the Expense item you want to change.
Adding expense items Entering receipt details Expense provides a variety of options that you can associate with an item. These options appear in the Receipt Details dialog box. To open the Receipt Details dialog box: 1. Tap the Expense item to which you want to assign details. 2. Tap Details. 3. Select any of the following options: 4. Category Opens a pick list of system and user-defined categories. See “Categorizing records” in Chapter 4 for more information.
Chapter 8 Using Expense Customizing the Currency pick list You can select the currencies and symbols that appear in the Currency pick list. To customize the Currency pick list: 1. Tap the Currency pick list in the Receipt Details dialog box, and then select Edit currencies. Select Edit currencies 2. Tap each Currency pick list, and then select the country whose currency you want to display on that line. 3. Tap OK to close the Select Currencies dialog box, and then tap OK.
Setting Show Options Defining a custom currency symbol If the currency you want to use is not in the list of countries, you can create your own custom country and currency symbol. To define a custom currency symbol: 1. Tap the Menu icon . 2. Tap Options, and then tap Custom Currencies. 3. Tap one of the four Country boxes. Tap a Country box 4. Enter the name of the country and the symbol that you want to appear in Expense. 5.
Chapter 8 Using Expense To open the Show Options dialog box: 1. In the Expense list, tap Show. 2. Select any of the options. Tap Show 3. Sort by Enables you to sort expense items by date or type. Distance Enables you to display Mileage entries in miles or kilometers. Show currency Shows or hides the currency symbol in the Expense list. Tap OK.
Using Expense menus Displaying the euro on your computer When you perform a HotSync operation, the euro symbol is transferred to Palm Desktop software like any other piece of data on your handheld. The symbol appears in Palm Desktop software, however, only if you are using fonts that support the euro symbol. These fonts are part of the operating system on your computer. They do not reside with your Desktop application, and they are not produced by Palm, Inc.
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CHAPTER 9 Using Memos Memos provides you with a place to take notes that are not associated with records in Calendar, Contacts, or Tasks. The number of memos you can store depends only on the memory available on your handheld. NOTE Certain tasks are common among several handheld applications. For more information, see Chapter 4, “Working with Applications.” To open Memos: 1. Tap the Home icon . 2. Select the Memos icon . Creating memos This section describes how to create a memo.
Chapter 9 Using Memos 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. From the Memo list, select the text of the memo. You can also select, review, and move between memos with the navigator. See “Using the navigator” in Chapter 2 for details. TIP Select a memo to review 2. Review or edit the text in the memo, and then tap Done.
Using Memos menus Options menus Preferences Displays the Memo Preferences dialog box, where you define the sort order for memos. About Memos Shows version information for Memos.
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CHAPTER 10 Using Note Pad Note Pad provides a place for you 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. NOTE Certain tasks are common among several handheld applications. For more information, see Chapter 4, “Working with Applications.” To open Note Pad: ■ Press the Note Pad application button on the front panel of your handheld. Note Pad opens to display the list of all your records.
Chapter 10 Using Note Pad Creating a note This section describes how to create a note. To create a new note: 1. Tap New. Enter title here Write information here Pen selector Eraser 2. Write the information directly on the handheld screen. Tap the pen selector to select a different pen width, or select the eraser to remove unwanted strokes. 3. (Optional) Select the time at the top of the screen, and then enter a title using Graffiti® 2 writing. 4. Tap Done. To clear the screen: 1.
Setting an alarm for a note 3. Tap Color. 4. Tap Pen, and then tap the color of ink you want to use. 5. Tap Paper, and then tap the color of paper you want to use. 6. Tap OK. 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. Select Options, and then select Alarm. 4. Tap the Date box. .
Chapter 10 Using Note Pad 7. Tap the hour and minute columns to select the time you want the alarm to occur. Tap here to select minutes Tap here to select hour 8. Tap OK. 9. When the alarm goes off and the reminder message appears onscreen, 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.
Using Note Pad menus Using Note Pad menus Note Pad menu commands that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 4 for information about selecting menu commands. The Options menu differs depending on whether you’re viewing the Note Pad list or an individual note. Record menu Send Category Opens a dialog box where you can choose how you want to send all records in the selected category to another device.
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CHAPTER 11 Using Palm™ Photos Palm™ Photos enables you to view, manage, and share photos on your handheld or on an expansion card. Use Palm Photos to locate, organize, and play a slide show of your photos, as well as exchange photos with other applications and devices. To open Palm Photos: 1. Tap the Home icon 2. Tap the Photos icon . Viewing photos You can use Palm Photos to transfer photos from your computer or receive photos beamed from another device, and then view the photos on your handheld.
Chapter 11 Using Palm™ Photos To view photos in Thumbnail view: 1. Tap the Thumbnail icon . Album pick list Select a photo to view Thumbnail icon 2. Tap the Album pick list in the upper-right corner, and then select the album you want to view. 3. Tap the thumbnail of the photo you want to view. You can also select a photo with the navigator. Press Select on the navigator to insert the highlight, press Up, Down, Right, or Left to highlight a specific photo, and then press Select to view the photo.
Viewing photos 3. Tap the name of the photo you want to view. 4. Tap anywhere on the screen to return to List view. Sorting photos in List view In List view, you can sort photos in ascending or descending order by name or date. To sort photos in List view: 1. Tap a column heading to sort the photos based on that item. Tap here to sort by name 2. Tap here to sort by date Tap the column heading to sort the photos in reverse order.
Chapter 11 Using Palm™ Photos To adjust the delay between photos during a slide show: 1. Tap the Menu icon . 2. Select Options, and then select Preferences. 3. Tap the pick list, and then select the delay interval: 1 second, 2 seconds, 3 seconds, 5 seconds, or 1 minute. 4. Tap OK. Rotating photos If a photo appears in the wrong orientation, you can rotate the photo. To rotate a photo: 1. Tap the Menu icon . 2. Select Photo, and then select Rotate. 3. Tap the photo you want to rotate. 4.
Creating an album To review photo information: 1. Tap the Menu icon 2. Select Photo, and then select Details. 3. Tap the photo for which you want to view information. 4. Review or edit the information, and then tap Done twice. TIP . You can press Right or Left on the navigator to change photo information. Creating an album The process for creating a new photo album is identical to the process for creating a new category in your other handheld applications. To create an album: 1.
Chapter 11 Using Palm™ Photos Filing photos in albums You can organize the photos on your handheld by filing them into different albums. You cannot file photos stored on an expansion card in albums. To file photos in albums: 1. Tap the Album pick list in the upper-right corner, and then select the album to which you want to add photos. Tap Organize 2. Tap Organize. Plus signs appear next to the photos that are part of the selected album. 3. Tap any photos you want to add to the current album.
Renaming or deleting an album 3. Tap the photo(s) you want to copy. A plus sign appears next to the photo(s) you select. You can also select a photo with the navigator. Press Select on the navigator to insert the highlight, press Up, Down, Right, or Left to highlight a specific photo, and then press Select to view the photo. TIP 4. Tap Copy. Tap Copy Renaming or deleting an album You can rename or delete any of the albums that you create. You cannot rename or delete the Unfiled album.
Chapter 11 Using Palm™ Photos Beaming photos The Beam command enables you to beam photos to other devices that are enabled with infrared (IR) technology. The receiving device must have an application that can display photos. For instructions on beaming a single photo, see “Beaming data” in Chapter 3. Follow the steps below to beam multiple photos. To beam photos: 1. Tap the Menu icon . 2. Select Photo, and then select Beam. Tap Beam 3. Tap the photos you want to beam.
Working with photos on your computer To delete photos: 1. Tap the Menu icon . 2. Select Photo, and then select Delete. Tap Delete 3. Tap the photo(s) you want to delete. An X appears next to the photo(s) you select. 4. Tap Delete. 5. When the confirmation dialog box appears, tap Delete.
Chapter 11 Using Palm™ Photos Using Palm Photos menus Palm Photos menu commands that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 4 for information about selecting menu commands. Options menu About Photos 118 Shows version information for Palm Photos.
CHAPTER 12 Using Tasks Tasks is a convenient place to create reminders and prioritize the things you need to do. You can assign a priority level and due date to each task and sort your tasks by due date, priority level, or category. NOTE Certain tasks are common among several handheld applications. For more information, see Chapter 4, “Working with Applications.” To open Tasks: ■ Press the Tasks application button on the front panel of your handheld. Tasks opens to display the list of all your records.
Chapter 12 Using Tasks Creating tasks A task is a reminder of an item that you must complete. To create a task: 1. Tap New. New task Tap New 2. Enter the text of the task. The text can be longer than one line. 3. Tap anywhere onscreen to deselect the task. TIP If no task is currently selected, write in the Graffiti® 2 input area to automatically create a new item. Setting priority You can use the priority setting for items to arrange the tasks according to importance or urgency.
Checking off a task Checking off a task You can check off a task to indicate that you’ve completed it. You can set options to record the date that you complete the task, and you can show or hide completed items. See “Setting Tasks Preferences” later in this chapter. To check off a task: ■ Tap the check box on the left side of the item. Completed task Changing task details The Tasks Details dialog box enables you to change settings for individual items. To display the Tasks Details dialog box: 1.
Chapter 12 Using Tasks Setting a due date You can set a due date that displays with the task. To set a due date for a task: 1. In the Details dialog box, tap the Due Date pick list. 2. Tap the date that you want to assign the item: – Choose date opens the date selector, where you can choose any date that you want for the item. – No Date removes the due date from the item. 3. Tap OK.
Changing task details Scheduling repeating tasks The repeat function enables you to schedule tasks that recur at fixed intervals or recur at regular intervals after a prior instance of the task has been completed. To schedule a repeating fixed-interval task: 1. Select the task. 2. Tap Details. 3. Tap the Repeat pick list. 4. Perform one of the following: – Select a fixed interval from the pick list and tap OK. – Select Daily until. Use the date picker to select an end date and tap OK.
Chapter 12 Using Tasks To schedule a task that repeats at fixed intervals after a prior instance of the task is completed: 1. Select the task. 2. Tap Details. 3. Tap the Repeat pick list. 4. Select Other to open the Change Repeat dialog box. 5. Tap Day, Week, Month, or Year to set how often the task repeats. 6. Tap After Completed. 7. On the Every line, enter a number that corresponds to how often you want the task to repeat.
Display options To use the display filters: 1. Tap filter button. 2. Tap the filter pick list and select the filter type. Tap the filter button Tap the filter pick list All Displays a list of all tasks. Date When Date is selected, the Date filter pick list appears in the upper -right corner below the title bar. Select from the following date filters. Lists all tasks due today. ■ Due Today: ■ Last 7 Days: Displays a list of all tasks that were due in the 7 days including today.
Chapter 12 Using Tasks 3. Select any of the following settings: Sort by Tap the pick list to select the order the tasks display in the Tasks list. Show Completed Tasks Displays your completed tasks in the Tasks list. If you turn off this setting, your tasks disappear from the list when you complete (check) them. Items that no longer appear on the list because you turn off this setting have not been deleted. They are still in the memory of your handheld.
CHAPTER 13 Using Palm™ VersaMail™ Personal E-mail Software With Palm™ VersaMail™ personal e-mail software, you can send, receive, and manage e-mail on your handheld. This chapter describes how to set up different types of e-mail accounts and explains how to use the many e-mail features in the VersaMail application. VersaMail application features Key features of the VersaMail 2.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software Synchronizing an existing username If you plan to synchronize your Tungsten E handheld with an existing username by performing a HotSync operation, you must do so before you enter your e-mail account information in the VersaMail application. If you enter the e-mail account information first and then synchronize your handheld to an existing username, the e-mail account information you entered is overwritten.
Setting up and managing e-mail accounts Account and connection types Two types of e-mail accounts are supported: ■ You can send and receive e-mail directly to and from your handheld by connecting with an e-mail service provider. ■ Synchronize Only (Windows computers only): You Network: can download, view, and manage e-mail between the handheld and a desktop e-mail application, such as Microsoft Outlook, by performing a HotSync operation using the HotSync cable.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software You must also have the appropriate prerequisite for the type of connection you want to make, as follows. Connection type Prerequisite High-speed wireless network (GPRS) Wireless network card accessory (sold separately). Active high-speed wireless network account ordered from your wireless carrier. GSM dial-up via external modem accessory Wireless modem accessory that attaches through the expansion card slot on your handheld.
Setting up and managing e-mail accounts ■ Your e-mail address and password ■ The login script (if any) that you need for connecting to your ISP or mail server NOTE Information about your e-mail account is available from the e-mail provider. Depending on the type of e-mail service you have, you may be able to access this information by going to the e-mail provider’s web site or by contacting the provider’s customer support.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software You need to set up a VPN to access corporate e-mail in either of the following two situations: ■ Your company’s wireless local area network (LAN) is located outside the firewall. ■ Your company’s wireless LAN is located inside the firewall, but you are trying to access the network from outside the firewall (for example, from a public location or at home).
Setting up and managing e-mail accounts 3. Enter the following: Account Name Enter a descriptive name for the account, such as “My Yahoo.” Mail Service Tap the Mail Service pick list, and then select the provider to which you are connecting. Select Other if your ISP is not listed. Protocol Tap the Protocol pick list, and then select POP or IMAP. (Most e-mail providers use POP.) If the VersaMail application knows the protocol for the mail service you selected, it displays the correct protocol. 4.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software To enter the account username and password: 1. Enter the username you use to access your e-mail. This is generally the part of your e-mail address appearing before the @ symbol; it is usually not your entire e-mail address. 2. Tap the Password box, and then enter your password. 3. Tap OK. The Password box displays the word “Assigned” to indicate that a password has been entered. 4. Tap Next.
Setting up and managing e-mail accounts 3. Enter the name of your outgoing (SMTP) mail server, such as smtp.mail.yahoo.com. If the VersaMail application knows the outgoing mail server name based on the mail service you selected, the correct server name is displayed. 4. Tap Next. 5. Do one of the following: – To accept these mail options and begin using the VersaMail application, tap Done. This takes you to the Inbox of the account you set up.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software To set mail retrieval server options for a POP or IMAP account: 1. (Optional) Select any of the following: Get unread mail NOTE The POP protocol does not support retrieval of unread mail only from the server. If you have a POP e-mail account, the VersaMail application downloads all messages from the server regardless of whether you have read them (for example, on your desktop or on the web), and regardless of whether this check box is selected.
Setting up and managing e-mail accounts Maximum Message Size To limit the maximum size of an incoming e-mail message, enter the size in kilobytes (KB) for Maximum Message Size. The maximum size of an incoming message is 5KB by default, but you can enter any size up to 2048KB, including attachments. The maximum message size that you can retrieve is 60KB for the body text and approximately 5 megabytes (MB) of total data for any attachments.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software To set outgoing mail options: 1. 2. 138 (Optional) Do any of the following: Display Name Enter the name you want to appear on your outgoing messages, such as “Joe Smith.” Reply To Address Enter the e-mail address that you want recipients to see and reply to on your e-mail messages, only if this is different from the e-mail address from which you are sending the message. For example, if you are sending a message from me@yahoo.
Setting up and managing e-mail accounts Adding a signature If you want, you can add a signature to each e-mail message you send. For example, you can enter your name and telephone number so that they appear on each message you send. To add a personal signature: 1. Tap the Attach Signature to messages check box, and then enter the text of the signature. This signature is attached to all your outgoing e-mail. Signature lines appear only if check box is selected 2. Tap Next.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software Username and Password fields appear only if ESMTP check box is selected 2. Tap Done. Testing your new account After you finish setting up a new e-mail account, the Inbox of the account you just created is displayed. You can test whether the e-mail account is set up and working properly by tapping Get Mail. See “Getting e-mail by subject or getting the entire message” later in this chapter for more information.
Setting up and managing e-mail accounts Deleting an e-mail account When you delete an account in the VersaMail application, the account is removed from your handheld. The account still exists on the server. For example, deleting your Yahoo account from the VersaMail application deletes the account only from your handheld. Your e-mail account still exists at Yahoo.com. NOTE You can delete all but one of your e-mail accounts; you must have at least one account. To delete an account: 1.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software Selecting a different service for a given e-mail account When you set up connections on your handheld (on the Connection Preferences screen), you pair each connection with a network service (on the Network Preferences screen) and then select one of these services to be the default for all network activity (sending and receiving e-mail, surfing the web, and so on) on your handheld.
Setting up and managing e-mail accounts 3. Tap the Always connect using check box. A pick list of available services appears. The currently used connection is displayed by default. Tap to change the service connection for this e-mail account only from your default handheld service connection 4. Select the connection you want to switch to from the Service pick list. Select a new service connection for this e-mail account only 5. Tap OK, and then tap OK again.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software To edit an account and add ESMTP: 1. In your Inbox or on another folder screen, tap the Menu icon 2. Select Options. 3. Select Mail Servers. 4. Tap the Account pick list, and then select Edit Accounts. . All e-mail accounts appear in the list 144 5. Tap the name of the account you want to change, and then tap OK. 6. On the Server Settings screen, tap Details. 7. Tap the Options pick list, and then select Advanced Outgoing. 8.
Getting, sending, and managing e-mail If you need to enter new information, enter a username and/or tap the Password box and enter a password, and then tap OK. Username and Password fields appear only if ESMTP check box is selected 9. Tap OK. Troubleshooting account access problems Occasionally you may experience problems using an e-mail account after you set it up.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software To display an account and its Inbox: 1. In your Inbox or on another folder screen, tap the Menu icon Accounts. , and then select 2. Tap the name of the account you want from the list. 3. Tap the folders pick list, and tap Inbox if the Inbox is not displayed. Getting e-mail by subject or getting the entire message When you get e-mail messages, you can choose to get the subject only or to get the entire message.
Getting, sending, and managing e-mail NOTE The maximum size of an incoming message is 5KB by default. 4. (Optional) For IMAP accounts, you have the option of synchronizing IMAP folders from the Get Mail Options dialog box. Wireless IMAP folder synchronization enables you to synchronize e-mail messages between a folder in an e-mail account on your handheld and a folder with the same name on your e-mail provider’s mail server. 5. Tap OK. 6.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software Auto get mail with notification You can set up the VersaMail application to automatically search for new mail on a regular schedule for an e-mail account. The auto get mail feature automatically retrieves new messages and downloads them to your handheld. If auto get downloads any new messages, your handheld notifies you by blinking an indicator light, beeping, or vibrating.
Getting, sending, and managing e-mail 4. Select the Get mail automatically check box. 5. Set schedule options: Interval Tap the Every pick list and select the time interval, from 15 minutes to 12 hours. See “Resource issues with auto get mail” later in this chapter for information on setting the interval. Start Time Tap the Start Time box, tap to enter the start time hour and minute, and tap to enter AM or PM. Then tap OK.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software 7. (Optional) Tap Get Mail. You should perform a manual get mail after setting up a scheduled auto get. This ensures that only new messages are retrieved during auto get. TIP Alternately, if you have configured an e-mail account to synchronize messages between your handheld and your desktop, you can perform a HotSync operation after setting up a scheduled auto get to ensure that only new messages will be retrieved during auto get.
Getting, sending, and managing e-mail Setting notification options You can turn the notification sound on or off to notify you when new e-mail arrives. You can choose from a variety of sounds, such as birds, bumble bees, or simply an alarm. To set notification options: 1. In the Inbox or on another folder screen, tap the Menu icon . 2. Tap Options. 3. Tap Notification. 4. Tap the Notify me of new mail and mail alerts check box. 5. Tap the Notify Sound pick list, and then select a sound.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software Making your handheld buzz or blink when you get new e-mail In addition to setting a notification sound, you can also choose to have your handheld’s indicator light blink or to have your handheld vibrate when you receive new e-mail. You select how your handheld notifies you of new e-mail in your handheld’s General preferences. To make your handheld buzz or blink when you get new e-mail: 1. Tap the Home icon . 2. Tap the Prefs icon 3.
Getting, sending, and managing e-mail To view the Reminders screen: ■ Tap the blinking asterisk in the upper-left corner of any screen. Tap the check box to remove a single reminder from the list Tap the text to open the account Inbox or view a detailed error message The mail icon tells you that this reminder is for an e-mail message If you set up a scheduled auto get mail and you receive new e-mail messages, they are downloaded into the Inbox.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software NOTE You can choose to disable notifications for auto get mail failures. See “Setting notification options” earlier in this chapter for instructions. You can tap the error message or open the VersaMail application for that account for more detailed information on the failed auto get. If auto get discovers no new messages for an account, no notifications appear on the Reminders screen for that account.
Getting, sending, and managing e-mail Resource issues with auto get mail If you use the auto get mail feature, you should be aware of the following potential resource constraints: Decreased battery life If you set the auto get interval for more frequently than once per hour, you may drain your handheld’s battery charge more quickly, and thus need to recharge the battery more frequently.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software Alternately, you can use the navigator for one-hand message viewing. To read a message using the navigator: 1. Press Select on the navigator to highlight the first message displayed on the screen, and then press Up or Down to scroll one message at a time to the message you want to read. 2. Press Select to open the message. 3. After reading the message, press Select to close the message.
Getting, sending, and managing e-mail Most formatting not displayed is stripped of its HTML tags and shown as plain text. For certain types of graphic images (for example, JPEG or GIF files), the graphic may be displayed as a URL in the body of the e-mail message. In some cases, you can tap the URL to open the graphic image. See “Working with URLs” later in this chapter for more information.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software Viewing other folders By default, the VersaMail application displays the messages in a given account’s Inbox folder. You can easily view the messages in a different folder. To view other folders: 1. Tap the folders pick list in the upper-right corner of the screen. Available folders 2. Tap the folder you want to view.
Getting, sending, and managing e-mail To change the sort order: 1. Tap Display. 2. Tap the Sort by pick list, and then select the column name. 3. Tap Descend or Ascend to change the sort order. 4. Tap OK. To select a one-line or two-line view: 1. Tap Display. 2. Tap the Show pick list, and then select the view you want. 3. Tap OK.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software To display or hide a column in a folder’s list view: 1. Tap Display. 2. Tap the check box for each column that you want to show. The column options will change depending on whether you choose a one-line or a two-line view. NOTE If you select Date, the Date column displays the message time for any messages received today—that is, any message received after 12:01 A.M. Otherwise, the Date column shows the date the message was received. 3.
Getting, sending, and managing e-mail 4. Tap the Size pick list, and then select the font size you want. 5. Tap the Style pick list, and then select the font style you want. 6. Tap OK. To select colors for read and unread mail: 1. Tap Display. 2. Tap the Unread pick list, and then select the color you want to use to display unread messages. 3. Tap the Read pick list, and then select the color you want to use to display read messages. 4. Tap OK.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software To change the size of a column in the folder’s list view: NOTE Changing column size is available for one-line message view only. 1. Tap and hold the stylus on the column divider. 2. Drag the column divider to change the width of the column. Drag the column divider left or right to make the column narrower or wider You can also change the font within an individual message. This change affects the the font of all messages you compose.
Getting, sending, and managing e-mail 6. Tap the Style pick list, and then select the font style you want. 7. Tap OK. Moving e-mail between folders You can move one or more e-mail messages between folders. To move one e-mail message: 1. Tap the folders pick list in the upper-right corner of the screen, and then select the folder name; or press Up or Down to move to the folder you want, and then press Select to select the folder. 2.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software The folders pick list appears. 3. Press Up or Down on the navigator to move to the folder you want, and then press Select to select the folder. Alternately, tap the folder you want. To move multiple e-mail messages: 1. Tap the folder that contains the e-mail messages you want to move. 2. Select the messages by tapping to the left of each message icon. To select a group of adjacent messages, drag the stylus to the left of the message icons.
Getting, sending, and managing e-mail – Tap a message icon next to a selected message, and then tap Move To on the pick list. 4. Tap the folders pick list, and then select a destination folder. 5. Tap OK. Creating and editing mail folders You can also create new folders so that you can store e-mail messages by subject, person, or project. The VersaMail application has certain existing folders, such as Inbox, Outbox, Drafts, and Trash.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software 2. On the Edit Folders or Edit IMAP Folders screen, select any of the following: POP accounts IMAP accounts – To create a new folder, tap New, and then enter the new folder name. For IMAP accounts only, select the check box if you also want to create the folder on the server. When finished, tap OK.
Getting, sending, and managing e-mail – To rename a folder, tap the folder name from the list on the screen, tap Rename, and then enter the new folder name. For IMAP accounts only, select the check box if you also want to rename the folder on the server. When finished, tap OK. POP accounts IMAP accounts – To delete a folder, tap the folder name from the list on the screen, and then tap Delete.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software Addressing a message by typing the address You can address a message by entering the complete address. To enter the address: 1. On the New Message screen, tap or navigate to the To field and enter the address, and then tap Done. For multiple recipients, type a semicolon (;) and then a space between recipient names. The To field expands to two lines during address entry for addresses longer than the one-line display.
Getting, sending, and managing e-mail Alternately, on the New Message screen, tap To and enter the address on the Recipient List screen, and then tap Done. Use the shortcut buttons at the bottom of the screen for quick address entry. For multiple recipients, type a semicolon (;) or tap the semicolon button at the bottom of the screen, and then type a space between recipient names. NOTE If you enter a comma instead of a semicolon, it is automatically changed to a semicolon.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software 3. On the Address Lookup screen, tap the address you want, and then tap Add. 4. (Optional) Repeat steps 2 and 3 for each address you want to add. 5. To enter an address in the cc: or bcc: field, tap the field name and follow the steps given for the To field. Using Smart Addressing to address a message Smart Addressing completes a recognized e-mail address.
Getting, sending, and managing e-mail Turning Smart Addressing on or off You can turn Smart Addressing on or off in VersaMail Preferences. By default, Smart Addressing is turned on. To turn Smart Addressing on or off in VersaMail Preferences: 1. Tap the Menu icon , tap Options, and then tap Preferences. 2. Tap Advanced. 3. Tap the Enable Smart Addressing check box if it is not selected. A checkmark means it is turned on. 4. Tap OK.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software 2. Tap the area below the Subject line, and then enter the text of your e-mail. To access the editing features available on the Edit menu, tap the Menu icon The first character of each sentence is automatically capitalized for you. 3. (Optional) Tap the Options menu, and then select Add Attachments. See “Attaching files from a handheld application” later in this chapter. 4.
Getting, sending, and managing e-mail To select automatic send retry: ■ Tap Yes in the dialog box notifying you that manual send has failed. NOTE Automatic send retry is not supported for VPN or SSL connections, or for accounts for which your ISP requires you to log in to the mail server before sending mail. It is also not supported if you have configured the security preferences on your handheld to encrypt databases on the handheld.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software During automatic send retry, any message that the VersaMail application is attempting to send is in a locked state and cannot be edited, moved, or deleted. If you try to modify a message in the locked state, an error message appears. If a send retry fails after the third attempt, the message is stored in the Outbox in the error state. You can send the message again manually, or edit, move, or delete the message.
Getting, sending, and managing e-mail Attaching a personal signature You can include a personal signature, such as your name, e-mail address, and telephone number, with each e-mail you send. To create a personal signature: 1. Tap the Menu icon , tap Options, and then tap Preferences. 2. Tap Signature. 3. Tap the Attach Signature check box to select it. 4. Enter your signature information, and then tap OK.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software 3. Tap the Forward button. Tap Forward 4. Tap the word To. 5. On the Recipient List screen, enter or look up the recipient address. See the procedure for creating new e-mail earlier in this chapter for more information on addressing messages. 6. (Optional) Enter some text describing the forwarded message. 7. Tap Send to send the message, or tap Outbox to store it in the Outbox.
Getting, sending, and managing e-mail Replying to e-mail You can reply to an e-mail message as you are reading it, or start the reply when viewing messages in the folders list view. To reply to an e-mail message that you are reading: 1. Tap the message you want to reply to. 2. Tap Reply. 3. In the Reply Options dialog box, select options for replying to the sender only or to all e-mail recipients, and for including original message text. 4. Tap OK. 5. Enter a reply. 6.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software To reply to an e-mail message from the folders list: 1. On the message screen, tap the folder name in the upper-left corner to open the message menu, and then press Right on the navigator to move to and open the Options menu. 2. Press Down on the navigator to move to the Reply option, and then press Select to select this option.
Getting, sending, and managing e-mail Working with URLs You can tap a URL in a received message to view the web page or file associated with the URL. Tapping the URL opens a browser window (using the default browser on your handheld) to view the page or file. This feature works only with certain types of browsers; if you do not have the right type of browser installed on your handheld and set as the default, you cannot open URLs in e-mail messages.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software The types of attached files you can download and work with include the following: 180 vCard (.vcf) This is contact information. vCal/iCal (.vcs or .ics) This is usually a calendar appointment or a task. Text (.txt) This is usually a memo or another plain text file. HTML (.html or .htm) This is usually a web page or a formatted text file. Your handheld displays HTML attachments with full formatting intact. Microsoft Word (.
Getting, sending, and managing e-mail Among the types of attachments you can receive are the following handheld application files: ■ Contacts entries ■ Calendar appointments ■ Tasks list items ■ Text memos You can also save downloaded files to an expansion card. See “Saving attachments to an expansion card” later in this chapter for information. NOTE The maximum message size that you can retrieve is 60KB for the body text and approximately 5MB of total data for any attachments.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software For example, if the maximum message size is 5KB and you download a body of 2KB, then any attachment under 3KB is also downloaded, and any attachment over 3KB is not. See “Downloading large attachments” later in this chapter. 2. Tap the red paper clip icon in the upper-right corner. If the attachment is not downloaded, a paper clip icon will not appear even though the message was sent with an attachment.
Getting, sending, and managing e-mail Viewer pick list is displayed only if handheld has multiple viewers registered for attachment file type Button displays View, Install, or Unzip, depending on the attachment file type 4. When you have finished viewing or installing the attachment, tap Done. This returns you to the Attachments dialog box, where you can select another attachment if you want to.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software To download a single attachment that exceeds the maximum message size: 1. Tap the More button. Tap More 2. Tap Yes to continue downloading the entire message with attachment. When downloading is complete, the red paper clip icon appears and the More button is no longer displayed. Follow the procedure for viewing an attachment presented earlier in this chapter.
Getting, sending, and managing e-mail 2. Select one of the following: – To view any fully downloaded attachments without continuing to download additional attachments, tap No. Follow the procedure for viewing an attachment presented earlier in this chapter. – To continue downloading all messages, tap Yes. When downloading is complete, the Attachments dialog box appears, showing all downloaded messages. Follow the procedure for viewing an attachment presented earlier in this chapter.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software Attaching files from a handheld application You can attach files on your handheld to e-mail messages you send. For example, you can attach files from the various handheld applications, such as a Calendar appointment (.vcs or .ics), tasks in the Tasks application (.vcs or .ics), or text memos (.txt). NOTE The maximum size message you can send is 60KB for the body text and approximately 5MB of total data for any attachments.
Getting, sending, and managing e-mail 3. Tap the file that you want to attach, and then tap Add. The selected file appears in the Attachments box. 4. Repeat steps 2 and 3 for each attachment you want to add, and then tap Done. To delete an attachment from an e-mail message, tap the attached file in the Attachments box and then tap Delete. TIP 5. Tap Send or Outbox.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software To attach a file from an expansion card: 188 1. Insert the expansion card into the slot on your handheld. 2. On the New Message screen, tap the Menu icon Attachment. 3. Tap the From pick list and select Files on Card. 4. Tap the Type pick list, and then select the file type. The VersaMail application displays all file types that reside on the card. You can select a particular file type, or select All Files to view all files on the card.
Getting, sending, and managing e-mail The selected file appears in the Attachments box. 6. Repeat steps 6 and 7 for each attachment you want to add, and then tap Done. To delete an attachment from an e-mail message, tap the attached file in the Attachments box, and then tap Delete. TIP 7. Tap Send or Outbox. Forwarding an attachment You can include an attachment on any message you forward, up to the maximum message size. To forward a message with an attachment: 1.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software To delete one or more messages: 1. Tap the folders pick list, and then select the folder that contains the message you want to delete. 2. Do one of the following: Item to delete Action One message Tap the bullet next to the message’s icon. Multiple messages Tap the bullet next to the icon of each message that you want to delete. A group of adjacent messages Drag the stylus along the left of the message icons.
Getting, sending, and managing e-mail To delete messages before a certain date: 1. Tap the Menu icon , and then tap Delete Old from the Message menu. 2. Tap the Folder pick list, and then select the folder that contains the messages you want to delete. Displays the current folder for deleting messages 3. Tap the Older than pick list, and then tap One Week, One Month, or Choose Date. If you tap Choose Date, you can select a date from the calendar. Tap a date to select it, or tap Today 4.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software 6. Tap OK. Emptying the trash Deleted e-mail accumulates in the Trash folder and takes up space on your handheld. To increase memory, you should empty the trash regularly. If you want to automatically empty the trash, you can set a preference to empty the trash immediately or empty any e-mail older than a certain number of days. To empty the trash: 1. Tap the Menu icon , and then tap Empty Trash on the Message menu.
Getting, sending, and managing e-mail – Older Than 3 Days – Older Than 1 Week – Older Than 1 Month 4. Tap OK. Marking messages as read or unread You can mark messages as read or unread. When you tap a message to read it, it is automatically marked as read. To mark messages as read or unread: 1. Tap the folders pick list, and then select the folder you want. 2. Tap the icon next to the message you want to mark. 3. Tap Mark Read or tap Mark Unread.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software If you tap Both, this screen appears. – Tap OK to connect with the server and immediately mark the messages as read or unread on the server. This action also processes any other pending actions on the server, such as messages not yet deleted. – Tap Cancel if you want the messages marked during the next HotSync operation or the next time you connect to the server.
Getting, sending, and managing e-mail Ask Every Time Displays a dialog box for choosing subjects only or entire messages each time you retrieve e-mail. If this is deselected, messages are retrieved according to the option you select in the Get pick list. Confirm Deletions Displays a confirmation dialog box before deleting e-mail. Delete Msgs on Server If this is selected, it automatically deletes messages on the server that you have deleted on your handheld.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software 2. (Optional) If the Last name and First name fields are blank, enter the first and last name associated with the “From” e-mail address. 3. Tap OK to add the e-mail address to Contacts, and then tap OK in the confirmation dialog box. You can also update an existing Contacts record with a new e-mail address, or create a second Contacts record for a name that has an existing record. The procedure is the same as for adding a new Contacts record.
Synchronizing e-mail between the handheld and the desktop 5. Select Synchronize Active Accounts. 6. (Optional) Select the check box Enable Informational Logging if you want the HotSync log to record information, such as errors encountered, about the conduit during a HotSync operation. 7. (Optional) Select the check box Set Selection As Default to make the current settings the default settings for all accounts.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software To configure an account and set the synchronization options: 1. On the VersaMail Configuration For User screen, click the plus sign to the left of the account you want to configure. Click plus sign 198 2. Under the account name, click Mail Client Sync Setup. 3. Select the option Check this box to synchronize this mail account when you perform a HotSync operation; otherwise, the account cannot be synchronized.
Synchronizing e-mail between the handheld and the desktop 4. Click the Mail Client pick list and select the desktop e-mail application you will use to synchronize the selected account with your handheld. For each application, additional setup information is displayed in the Setup Notes box. See the following table for additional setup information for each client. If your e-mail application is compatible with Extended MAPI, try Microsoft Exchange 5.0 or later as a choice for the Mail Client option.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software Mail client Action Microsoft If you select Microsoft Outlook Express, enter the password for Outlook Express your e-mail account. 5.5 or later To synchronize a VersaMail e-mail account with Microsoft Outlook Express 5.5 or 6.0, you must set Outlook Express as the default e-mail handler. NOTE Make sure your username and password are set up correctly within Outlook Express. To configure Outlook Express: 1.
Synchronizing e-mail between the handheld and the desktop Mail client Action Eudora 5.0 or later If you are using Eudora as your e-mail application, you must set up MAPI in Eudora. To set up MAPI in Eudora: 1. From the Eudora Tools menu, select Options. 2. Do one of the following: – If Eudora is the only e-mail application that you use, select Always as the MAPI setting. – If you use more than one e-mail application, select When Eudora is running as the MAPI setting. 3.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software Mail client Action Direct POP connection to server (Continued) If you want to synchronize e-mail for an account that requires APOP authentication, you must select the option to use APOP on your handheld. If you want to synchronize e-mail for an account that requires ESMTP authentication (for example, Yahoo accounts require ESMTP authentication), you must select the option to use ESMTP on your handheld.
Synchronizing e-mail between the handheld and the desktop NOTE A profile contains configuration information, such as the location of incoming e-mail, your personal contacts list, and other information services that you can use. The profile may be MS Exchange Settings, your name, or something different. For more information on profiles, see your e-mail application’s documentation. 4. Under the account name, click Advanced Sync Options. 5.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software 6. 204 Days To Synchronize Mail Set how many days, between 0 and 999, e-mail should be synchronized. A value of 0 synchronizes all e-mail in the Inbox during the next HotSync operation. For other values, the conduit synchronizes e-mail for today and the number of days preceding today.
Synchronizing e-mail between the handheld and the desktop Set folder synchronization options as follows: a. Click the name of the folder you want. b. Click in the Synchronize column to the right of the folder name. c. Click the arrow to open the drop-down list, and then click Yes or No to synchronize the folder or not. 7. Click OK. 8. Click the Save icon on the toolbar to save the settings for this account.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software Account information screens Two screens in the Palm VersaMail HotSync Conduit provide summary information on your accounts: 206 ■ The Account Overview screen indicates whether the account is active; whether the account has been synchronized and, if so, the last synchronization date; the mail client for this account; and whether the mail client and/or the incoming mail server has been changed since the last HotSync operation.
Synchronizing e-mail between the handheld and the desktop To view the Account Overview screen: ■ Click the selected account name. To view the Handheld Settings Overview screen: ■ Under the selected account name, click Handheld Settings. Palm VersaMail HotSync Conduit shortcuts You can use the icons in the toolbar to perform certain tasks quickly, such as saving account configuration settings. Icon Action Save account settings. Saves any changes you have made to an account. Add a new account.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software Synchronizing an account To synchronize accounts, you must set the HotSync action for the VersaMail application in the HotSync Manager. You can, however, exclude e-mail accounts from a HotSync operation. If you don’t want an account synchronized, deselect the check box Select this check box to synchronize this e-mail account when you perform a HotSync operation. TIP To select which accounts are synchronized during a HotSync operation: 208 1.
Synchronizing e-mail between the handheld and the desktop Synchronizing multiple accounts You can synchronize more than one account during the same HotSync operation. NOTE If you want to synchronize both a Microsoft Outlook and a Microsoft Outlook Express account, you must have Microsoft Outlook set as the default e-mail client on the desktop.
Chapter 13 Using Palm™ VersaMail™ Personal E-mail Software 210
CHAPTER 14 Using World Clock World Clock enables you to view the current time and date in multiple locations and to set an alarm. To open World Clock: 1. Tap the Home icon . 2. Tap the World Clock icon . You can also open World Clock by tapping the Clock icon in the upper-left corner of the active input area, and then tapping Go to Clock, or, when your handheld is off, you can press Select on the navigator, and then tap Go to Clock.
Chapter 14 Using World Clock Viewing the time There are several ways for you to easily check the current time and date. To view the time: Do one of the following: ■ When your handheld is on, tap the Clock icon input area. in the upper-left corner of the Your handheld displays the time for two seconds and then returns to the previous application. ■ When your handheld is off, press Select on the navigator. Your handheld turns on, displays the time, and then turns off after a few seconds.
Setting the primary location To set the date: 1. Tap Set Date & Time. 2. Tap the Set Date box. 3. Tap the arrows to select the current year. Tap arrows to select year Tap to select month Tap to set date 4. Tap the current month. 5. Tap the current date, or tap Today. 6. Tap Done. Tap to select date To set the time: 1. Tap Set Date & Time. 2. Tap the Set Time box. Tap to set time 3. Tap the up or down arrows to change the hour. 4.
Chapter 14 Using World Clock Choosing a different primary location If you travel to another location and you want alerts to appear based on local time, you need to change the primary location to update the system time. To change the primary location: 1. Tap the primary location pick list. Primary location pick list 2. Tap the location you want to use as the new primary location.
Adding a location Adding a location If an appropriate location does not appear in a location pick list, you can add a new location to the list. When you add a location, the default Time Zone and Daylight Saving settings are usually correct. However, you can adjust these settings if necessary. When the Daylight Saving options are active, the time change automatically occurs at 1:00 AM on the selected start and end dates. To add a location: 1. Tap a Location pick list. 2. Select Edit List. 3. Tap Add.
Chapter 14 Using World Clock 3. Tap the month when daylight saving begins. 4. Tap the Week pick list, and then select the week when daylight saving time begins within the selected month. 5. Tap the Day pick list, and then select the day of the week when daylight saving time begins within the selected week. 6. Tap OK. 7. Tap the End box, and then repeat steps 3 through 8 to select when daylight saving ends. 8. Tap OK.
Setting an alarm Setting an alarm In addition to setting and displaying the date and time, World Clock also provides a convenient travel alarm feature. You can set an alarm to sound during the next 24-hour period. To set an alarm: 1. Tap the box next to the Alarm icon to open the Set Alarm dialog box. Tap here 2. Tap the time columns to set the hour and minute. 3. Tap OK. 4.
Chapter 14 Using World Clock Using World Clock menus World Clock menu commands that are not explained elsewhere in this book are described here. See “Using menus” in Chapter 4 for information about choosing menu commands. Options menu Display Options Opens a dialog box where you can choose which information appears on the World Clock screen. Activates the secondary location displays. When this is selected, the secondary locations appear below the primary location.
CHAPTER 15 Performing HotSync® Operations HotSync® technology enables you to synchronize data between a Palm OS® handheld and Palm™ Desktop software or another personal information manager (PIM) such as Microsoft Outlook, as well as to install add-on applications. Conducting HotSync operations The simplest way to synchronize data is to perform a direct HotSync operation by attaching your handheld to the cable, turning your handheld on, and tapping the Star icon.
Chapter 15 Performing HotSync® Operations To perform a HotSync operation on a Windows computer: 220 1. Plug the HotSync cable into the port on the bottom of your handheld. 2. If HotSync Manager is not running, start it: On the Windows desktop, click Start, and then select Programs. Navigate to the Palm Desktop software program group, and select HotSync Manager. Alternatively, you can start the Palm Desktop software, which automatically opens HotSync Manager. 3. Turn on your handheld. 4.
Conducting HotSync operations IMPORTANT Every handheld should have a unique name. To prevent loss of a user’s records, never try to synchronize more than one handheld to the same username. The HotSync Progress dialog box appears, 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 unplug the cable from your handheld. To perform a HotSync operation using an alternate cable method: 1.
Chapter 15 Performing HotSync® Operations Performing a HotSync operation: Mac computers When you installed Palm Desktop software, you entered a username. This username is the connection between your handheld and your computer. The first time you perform a HotSync operation, the Palm Desktop software does the following: ■ Adds a username to your handheld. ■ Creates a folder for the username in the Users folder inside the Palm folder.
Conducting HotSync operations To perform a HotSync operation on a Mac computer: 1. Plug the HotSync cable into the port on the bottom of your handheld. 2. Make sure that HotSync Manager is enabled: Double-click HotSync Manager icon in the Palm folder. Click the HotSync Controls tab, and make sure the Enabled option is selected. 3. Turn on your handheld. 4. Tap the Star icon on the Home screen.
Chapter 15 Performing HotSync® Operations The HotSync Progress dialog box appears, followed by the Select User dialog box. 5. In the Select User dialog box, select the username you entered when you installed the Palm Desktop software, and then click OK. Shown with Mac OS X The HotSync Progress dialog box reappears, and synchronization begins. 6. Wait for a message on your handheld indicating that the process is complete.
Customizing HotSync application settings In general, you should leave the settings to synchronize all files. The only reason you might want to change these settings is to overwrite data on either your handheld or Palm Desktop software, or to avoid synchronizing a particular type of file because you don’t use it. In addition to the conduits for Calendar, Contacts, Palm™ Photos, Note Pad, Tasks, and Memos, Palm Desktop software includes System and Install conduits.
Chapter 15 Performing HotSync® Operations 6. For each application, click the direction in which you want to write data, or click Do Nothing to skip data transfer for an application. 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. Thereafter, whatever you selected as the default setting is used for HotSync operations. 7. Click OK. 8.
Conducting infrared HotSync operations To configure HotSync Manager for infrared communication on a Windows computer: ■ Click HotSync Manager icon that Infrared is selected. in the Windows system tray, and make sure – If you have an Infrared option on HotSync Manager menu, and that option is selected, skip to “Performing an infrared HotSync operation.” – If you do not have an Infrared option on HotSync Manager menu, complete the following steps: a. Make sure that Local Serial is selected on the menu.
Chapter 15 Performing HotSync® Operations 4. Select the On check box next to IR port. Shown with Mac OS X 5. Close the HotSync Software Setup window. Performing an infrared HotSync operation After you complete the steps to prepare for performing an infrared HotSync operation, it’s easy to perform the actual operation. To perform an infrared HotSync operation on your handheld: 1. Tap the Home icon . 2. Select the HotSync icon 3. Tap Local. 4.
Conducting network HotSync operations Returning to cable HotSync operations It’s easy to return to using the cable for HotSync operations. If you are using the USB cable, you can continue using it while HotSync Manager is configured for infrared communication. Use the following instructions to return to local USB cable HotSync operations only when necessary, such as when you have disconnected the cable from the USB port. To return to local USB cable HotSync operations on a Windows computer: 1.
Chapter 15 Performing HotSync® Operations Everything you need for connecting to your company’s dial-in server using your desktop computer is included with Palm Desktop software. You need to activate the feature, however, on both Palm Desktop software and your handheld. To prepare your Windows computer for a network HotSync operation: 1. Click the HotSync Manager icon in the Windows system tray. 2. From the HotSync Manager menu, select Network. 3. From the HotSync Manager menu, select Setup. 4.
Conducting network HotSync operations 4. Select Modem Sync Prefs from the Options menu. 5. Tap Network. 6. Tap OK. 7. Tap Modem. 8. Tap Select Service. Tap here 9. Tap Service and select a service. Tap here 10. Tap Done. 11. Tap the Menu icon 12. Select . Conduit Setup from the Options menu.
Chapter 15 Performing HotSync® Operations Selecting the conduits for a network HotSync operation The Conduit Setup dialog box on your handheld enables you to define which files and/or applications synchronize during a network HotSync operation. IMPORTANT If you are synchronizing data between Microsoft Outlook and your handheld, you can customize the conduit settings from your handheld by selecting Microsoft Outlook from the HotSync Options menu.
Using File Link Performing a network HotSync operation After you prepare your computer and your handheld and select your Conduit Setup options, you are ready to perform a network HotSync operation. To perform a network HotSync operation: ■ Tap the modem HotSync icon to begin the operation. Using File Link The File Link feature enables you to import Contacts and Memos information onto your handheld from a separate external file such as a company phone list.
Chapter 15 Performing HotSync® Operations For example, suppose a sales organization wants to distribute two dozen handhelds that all have a common company phone list, a set of memos, and several key applications. A user profile can be created to install the common data before the handhelds are distributed to the employees who will use them. Then, when employees perform their first HotSync operation, the common data becomes part of their individual data file.
Creating a user profile To create a user profile on a Mac computer: 1. Open Palm Desktop software. 2. From the User pop-up menu, select Edit Users. 3. Click New Profile. Shown with Mac OS X 4. Enter a unique name for the profile, and then click OK. Shown with Mac OS X 5. Close the Users window. 6. From the User pop-up menu, select the new profile. 7. Create the data for the profile (such as a company phone list). 8. From the HotSync menu, select Conduit Settings. 9.
Chapter 15 Performing HotSync® Operations 4. Select the profile you want to load on the handheld, and then 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 username to the handheld. To use a profile for a first-time HotSync operation on a Mac computer: 1. Plug the HotSync cable into the port on the top of the new handheld. 2. Tap the HotSync icon on the Home screen.
CHAPTER 16 Setting Preferences for Your Handheld Preferences enable you to customize the configuration options on your handheld. The options are grouped into three categories: General, Communication, and Personal. Access the General Preferences screens to customize any of the following settings: Date & Time Set the location, date, and time. Digitizer Calibrate the screen on your handheld. Formats Set the country default and the formats for times, dates, calendar, and numbers.
Chapter 16 Setting Preferences for Your Handheld Access the Personal Preferences screens to customize any of the following settings: Buttons Assign an application to the Favorites icon. Reassign various applications to the following: the application buttons on the front and side panels of your handheld, the HotSync® icon on the Home screen, and the full-screen pen stroke command. Color Theme Select a color theme to change the appearance of your handheld screen.
Setting General Preferences To set the location: 1. From the General Preferences list, select Date & Time. 2. Tap the Location pick list, and then select the location you want to use as your primary location. The location you select should be a large city in the same time zone as the one where you live. If an appropriate choice does not appear in the list, see “Adding a location” in Chapter 14 to create a new location. 3. Tap Done.
Chapter 16 Setting Preferences for Your Handheld 3. Tap the up or down arrows to change the hour. 4. Tap each minute number, and then tap the arrows to change them. 5. Tap OK, and then tap Done. To set the time zone and daylight saving time: 1. From the General Preferences list, select Date & Time. 2. Tap the Location pick list. 3. Select Edit List. 4. Select the location where you want to set the time zone. 5. Tap Edit to open the Edit Location dialog box. 6.
Setting General Preferences To set the country default: 1. From the General Preferences list, select Formats. 2. Tap in the Preset to box. 3. Tap the country you want to use, and then tap OK. 4. Tap Done. Time, date, week start, and numbers formats The Time setting defines the format for the time of day. The time format that you select appears in all applications on your handheld. To select the time, date, week start, and numbers format: 1. From the General Preferences list, select Formats. 2.
Chapter 16 Setting Preferences for Your Handheld Graffiti 2 Preferences The Graffiti 2 Preferences screen enables you select an alternate stroke shape for specific characters. To select alternate strokes: 1. From the General Preferences list, select Graffiti 2. 2. Tap the letter you want to change. 3. Tap the check box to activate the alternate stroke, and then tap Done. 4. Repeat steps 2 through 4 for other letters, and then tap Done.
Setting General Preferences Never Keylock is never activated. Automatic Keylock is activated automatically when your handheld is powered off. This includes when you turn your handheld off and when it goes to sleep. Manual Keylock is activated when you press and hold the power button for two seconds. The system sounds to confirm that Keylock is activated. Power Preferences The Power Preferences screen enables you to set power consumption options.
Chapter 16 Setting Preferences for Your Handheld To change the charging setting: 1. From the General Preferences list, select Power. 2. Tap the On while charging pick list. 3. Select Off to turn off your handheld when it is charging. 4. Tap Done. 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. By default, Beam Receive is enabled.
Setting General Preferences 4. Enter a hint to help you remember your password if you forget it. This is optional. Tap here 5. Tap OK. 6. Enter the same password a second time, and then tap OK. 7. Tap Done. 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. From the General Preferences list, select Security. 2.
Chapter 16 Setting Preferences for Your Handheld 5. Do one of the following: – To change the password and hint, enter the new password and hint, and tap OK. – To remove the password, tap Unassign. 6. Tap Done. Locking your handheld You can lock your handheld so that it cannot be operated until your password is entered. If your handheld is lost or stolen, this helps protect your data from unauthorized use. You can set your handheld to lock automatically, or you can lock it manually.
Setting General Preferences To set your handheld to lock at a preset time: 1. From the General Preferences list, select Security. 2. Tap the Auto Lock Handheld box, enter your password, and then tap OK. 3. Select At a preset time, and then use the arrows to set the time. 4. Tap OK, and then tap Done. To set your handheld to lock after a period of inactivity: 1. From the General Preferences list, select Security. 2. Tap the Auto Lock Handheld box, enter your password, and then tap OK. 3.
Chapter 16 Setting Preferences for Your Handheld To lock and turn off your handheld manually: 1. From the General Preferences list, select Security. 2. Tap Lock & Turn Off. Tap Lock and Turn Off 3. Tap Off & Lock. 4. To start your handheld, turn it on, and then enter the password. 5. Tap Done. Recovering from a forgotten password If you forget your password, your handheld will display the password hint, if you entered one, to help you remember the password.
Setting General Preferences Making records private In many applications, you can make individual records private. Private records remain visible and accessible, however, until you select the Security setting to hide or mask all private records. Masked records appear as gray placeholders in the same position in which they would appear if they were not masked, and are marked with a lock icon. Hidden records disappear completely from the screen.
Chapter 16 Setting Preferences for Your Handheld To mask all private records: 1. From the General Preferences list, select Security. 2. Tap the Current Privacy pick list, and then select Mask Private Records. Tap Mask Private Records 3. Tap OK to confirm that you want to mask private records. 4. Tap Done. To display all private records: 1. From the General Preferences list, select Security. 2. Tap the Current Privacy pick list, and then select Show Private Records.
Setting General Preferences To make a record private: 1. Display the entry that you want to make private. 2. Tap Details. 3. Tap the Private check box to select it. 4. Tap OK. Sounds & Alerts Preferences You can choose from two Sounds & Alert profiles: Custom Configure this profile with your own personal settings. Silent Select this profile to use alerts without sound.
Chapter 16 Setting Preferences for Your Handheld 3. Tap the System Sound pick list, and then select the sound level. When you turn off the System Sounds, you also turn off the “chime” tones associated with the HotSync operation. IMPORTANT 4. Tap the Game Sound pick list, and then select the sound level. The Game Sound setting works only with games that are programmed to respond to this setting. Older games typically do not respond to this setting. 5.
Setting Communication Preferences 2. Tap On or Off. 3. If you selected On in the previous step, select the Show penstrokes check box to display penstrokes while writing, or deselect this check box to hide penstrokes. 4. Tap Done. See “To use the full-screen writing area:” in Chapter 3 for details on using fullscreen writing to enter data. Setting Communication Preferences The Communication Preferences category enables you to access screens where you can modify Connection and Network settings.
Chapter 16 Setting Preferences for Your Handheld Editing connections The following example shows you how to edit the IR to PC/handheld connection to adjust the communication speed; you can similarly edit other connections or settings or create a custom connection. To edit the IR to PC/handheld connection: 1. From the Communications Preferences list, select Connection. 2. Select the IR to PC/handheld connection. 3. Tap Edit. 4. Tap Details. Tap here 5.
Setting Communication Preferences To send and receive e-mail directly from and to your handheld, you must create a configuration in Connection Preferences, and then create Network Preferences settings. See “Connection Preferences” earlier in this chapter for a complete explanation of how to define connection configurations that enable your handheld to communicate with remote devices.
Chapter 16 Setting Preferences for Your Handheld To duplicate an existing network service profile: 1. From the Communications Preferences list, select Network. 2. Tap the Service pick list. 3. Select the predefined network service profile you want to duplicate. 4. Tap the Menu icon 5. Select Service, and then select Duplicate. . A copy of the network service profile is added to the Service pick list.
Setting Communication Preferences To enter a password: 1. From the Communications Preferences list, select Network. 2. Tap the Password field. 3. Enter the password you use to log in to your server. . Enter password here Tap here 4. Tap OK. The word “Assigned” appears in the Password field. 5. Tap Done. Selecting a connection Use the Connection setting to select the method you want to use to connect to your ISP or to a dial-in server.
Chapter 16 Setting Preferences for Your Handheld Adding telephone settings The Phone field enables you to store the telephone number you use to connect with your ISP or dial-in server. You can also define a prefix, disable Call Waiting, and give special instructions for using a calling card. To enter your server phone number: 1. From the Communications Preferences list, select Network. 2. Tap the Phone box. 3. Enter the phone number for your ISP or dial-in server. Enter your ISP phone number here 4.
Setting Communication Preferences Disabling Call Waiting Call Waiting can cause your session to terminate if you receive a call while you are connected. If your telephone has Call Waiting, you need to disable this feature before logging in to your ISP or dial-in server. To disable Call Waiting: 1. From the Communications Preferences list, select Network. 2. Tap the Phone box. 3. Tap the Disable call waiting check box to select it. Select this box if you need to disable Call Waiting 4.
Chapter 16 Setting Preferences for Your Handheld 3. Tap the Use calling card check box to select it. Select this box to use a calling card 4. Enter your calling card number here Enter your calling card number on the Use calling card line. NOTE The Phone Setup dialog box works correctly for AT&T and Sprint long-distance services. However, because MCI works differently, MCI customers need to enter the calling card number in the Phone # field and the phone number in the Use calling card field.
Setting Communication Preferences To close a connection: 1. From the Communications Preferences list, select Network. 2. Tap Disconnect to terminate the connection between your handheld and your service. 3. Tap Done. Adding detailed information to a network service profile If you are using one of the predefined network service profiles, you probably need to enter only your username, password, and telephone number.
Chapter 16 Setting Preferences for Your Handheld Defining primary and secondary DNS The domain name 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.
Setting Communication Preferences To enter a permanent IP address: 1. Tap the IP Address check box to deselect it and to display a permanent IP address field below the check box. 2. Tap the space to the left of the first period, and then enter the first section of the IP address. Each section must be a number from 0 to 255. 3. Tap and enter the remaining sections of the IP address. 4. Tap OK.
Chapter 16 Setting Preferences for Your Handheld To create a login script: 1. Tap Script. 2. Tap the End pick list. Tap here 3. 264 Select the command you want from the Command list. If the command requires additional information, a field appears to the right of it for you to enter the information. The following commands are available: Wait For Tells your handheld to wait for specific characters from the TCP/IP server before executing the next command.
Setting Communication Preferences Prompt Opens a dialog box and prompts you to enter certain text (for example, a password or a security code). End Identifies the last line in the login script. 4. Repeat steps 2 and 3 until the login script is complete. 5. Tap OK. Plug-in applications You can create plug-in applications containing script commands that extend the functionality of the built-in script commands.
Chapter 16 Setting Preferences for Your Handheld Service menu Options menu TCP/IP troubleshooting If you have problems establishing a network connection using TCP/IP, check the troubleshooting tips in 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.
Setting Personal Preferences Setting Personal Preferences Personal Preferences enable you to customize the buttons, colors, owner information, and Graffiti 2 ShortCuts on your handheld. To open the Personal Preferences screens: 1. Tap the Home icon 2. Tap the Prefs icon . . Buttons Preferences The Buttons Preferences screen enables you to assign a frequently used application to the Star icon, and to associate various applications with the buttons on the front and side of the handheld.
Chapter 16 Setting Preferences for Your Handheld Pen Preferences The Buttons Preferences screen enables you to change the assignment of the fullscreen pen stroke. By default, the full-screen pen stroke activates Graffiti 2 Help. Drag to top of screen To change the Pen Preferences: 1. From the Personal Preferences list, select Buttons. 2. Tap More. 3. Tap the pick list, and then select one of the following settings for the full-screen pen stroke: 4.
Setting Personal Preferences Color Theme Preferences The Color Theme Preferences screen enables you to select a different set of predefined colors for your handheld screen. To select a color theme: 1. From the Personal Preferences list, select Color Theme. 2. Select a theme. The new colors immediately appear on the screen. You can scroll through the various color selections until you find the one you want to use. 3. Tap Done.
Chapter 16 Setting Preferences for Your Handheld To customize the Owner Preferences: 1. From the Personal Preferences list, select Owner. 2. Modify or enter the text that you want to associate with your handheld. If you enter more text than can fit on one screen, a scroll bar automatically appears on the right side of the screen. If you assign a password with the Security Preferences, the information on the Owner Preferences screen cannot be changed.
Setting Personal Preferences 3. On the ShortCut name line, enter the letters you want to use to activate the ShortCut. Tap New 4. Tap the ShortCut Text area, and then enter the text that you want to appear when you write the ShortCut characters. You may want to add a space character after the last word in your ShortCut text. This way, a space automatically follows the ShortCut text. TIP 5. Tap OK. To use a ShortCut, draw the ShortCut stroke followed by the ShortCut characters.
Chapter 16 Setting Preferences for Your Handheld Deleting a ShortCut If you no longer need a ShortCut, you can delete it from the list of ShortCuts. To delete a ShortCut: 272 1. From the Personal Preferences list, select Shortcuts. 2. Select the ShortCut you want to delete. 3. Tap Delete, tap Yes, and then tap Done.
APPENDIX A Maintaining Your Handheld This chapter provides information on the following: ■ Caring for 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. Observe the following general tips when using your handheld: ■ Take care not to scratch the screen of your handheld. Keep the screen clean.
Appendix A Maintaining Your Handheld Prolonging battery life Note the following considerations for the battery in your handheld: ■ Under normal conditions your handheld battery should remain charged when you connect it to a power source using the power adapter cable for just a few minutes each day. You can conserve battery life by doing any of the following: – Reduce the brightness of the backlight feature. See “Adjusting brightness” in Chapter 2 for more information.
Resetting your handheld 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 on your handheld are retained with a soft reset. After a soft reset, the Preferences screen appears and the Date and Time option is highlighted so you can reset the date and time if needed.
Appendix A Maintaining Your Handheld 3. Wait for the Palm Powered® logo to appear; then release the power button. 4. When a message appears on the handheld screen warning that you are about to erase all the data stored on your handheld, do one of the following: – Press Up on the navigator to complete the hard reset and display the Digitizer screen. – Press any other button to perform a soft reset. NOTE With a hard reset, the current date and time are retained.
Resetting your handheld 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. Thereafter, whatever you selected as the default setting is used for HotSync operations. 7. Click OK. 8. Repeat steps 4 through 7 to change conduit settings for other applications. 9. Close the Conduit Settings window. 10. Perform a HotSync operation.
Appendix A Maintaining Your Handheld 278
APPENDIX B Frequently Asked Questions If you encounter a problem with your handheld, do not call Technical Support until you have reviewed the frequently asked questions in this appendix 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 Mac users ■ The Palm Desktop online Help ■ The Palm Desktop Software for the Macintosh User’s Guide, located in the Documentation fold
Appendix B Frequently Asked Questions Software installation problems Problem Solution The installation menu did not appear when I inserted the Software Installation CD-ROM (or the Software Essentials CDROM) into my Windows computer. Try the following: I cannot install Palm Desktop software on my Windows computer. 280 1. From the Windows desktop, click Start. 2. Select Run. 3. Click Browse. 4. Locate your CD-ROM drive, and then select the Autorun file. 5. Click Open. 6. Click OK.
Software installation problems I cannot install Palm Desktop Try the following: software on my Mac computer. 1. Disable any virus-scanning software on your computer. My files didn’t install during a HotSync® operation. I can’t add more files to the Palm™ Quick Install list. 2. Quit any open applications. 3. Make sure your computer has at least 50MB of disk space available. 4. Install the latest Macintosh software updates to your computer. 5.
Appendix B Frequently Asked Questions 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 that your handheld is turned on. ■ Tap the Brightness icon in the upper-right corner of the input area. If the Brightness dialog box appears, adjust the brightness by pressing and holding Up on the 5-way navigator for a few seconds. If this doesn’t work, press and hold Down on the navigator for a few seconds.
Tapping and writing problems My handheld is not making any sounds. Check the System, Alarm, and Game Sound settings. See “Sounds & Alerts Preferences” in Chapter 16. My handheld has frozen. If a network connection was improperly terminated, your handheld may appear to be frozen for up to 30 seconds. If it is still frozen after 30 seconds, perform a soft reset. See “Resetting your handheld” in Appendix A.
Appendix B Frequently Asked Questions 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 on the Date and Time Preferences screen displays the current date. See “Date & Time Preferences” in Chapter 16 for more information. I know I entered some records, but they do not appear in the application.
HotSync problems My vCard or vCal e-mail attachment isn’t forwarding correctly [continued]. 5. Click OK. 6. Start the e-mail client software and make sure it is configured as the default MAPI client. Consult the documentation for your desktop e-mail application for more information. The current date and time are incorrect. The current date and time are tied to the Location setting. If you change the date and time without changing the Location setting, the current date and time may appear incorrect.
Appendix B Frequently Asked Questions I am using Outlook as my personal information manager (PIM), but I cannot do a HotSync operation. Try each of these in turn: ■ Click HotSync Manager, and then select Custom. Check that the correct conduit is active. ■ Check that the correct conduit is installed. Reinstall HotSync Manager, and make sure that the correct conduit is selected. ■ Reinstall Palm Desktop software and select the option to synchronize with Microsoft Outlook.
HotSync problems I can’t perform an infrared HotSync operation. Try each of these in turn: ■ On a computer running Windows 98, be sure that HotSync Manager is running, that Infrared is selected on the HotSync Manager menu. See “Conducting infrared HotSync operations” in Chapter 15 for details. ■ On a computer running Windows 2000/ME/XP, select IR in HotSync Manager. See “Preparing your computer for infrared communication” in Chapter 15 for details.
Appendix B Frequently Asked Questions When I perform a HotSync operation, my information does not transfer to Palm Desktop software. Try each of these in turn: ■ If you have performed a HotSync operation successfully but you cannot find the data from your handheld on Palm Desktop software, check to see that you have the correct username selected for viewing data. ■ On a Windows computer, click HotSync Manager, and then select Custom. Check that all conduits are set to synchronize files.
Beaming problems Beaming problems Problem Solution I cannot beam data to another device with an IR port. Try each of these in turn: When someone beams data to my handheld, I get a message telling me it is out of memory. ■ If you are beaming to another Palm handheld, confirm that your handheld and the other handheld are between ten centimeters (approximately 4") and one meter (approximately 39") apart and that the path between the two handhelds is clear of obstacles.
Appendix B Frequently Asked Questions E-mail is not being sent [continued]. ■ Configure ESMTP. Many services require authenticated access to use their SMTP servers, or ESMTP. – In the VersaMail application, press Function + Menu, and then select Mail Servers on the Options menu. – Tap Details. – Tap the Options pick-list, and then select Advanced Outgoing. – Select the My server requires authentication box. – Enter your username and password. – Tap OK, and then tap OK again.
Recharging problems Recharging problems Problem Solution When I connect my handheld to a power source using the power adapter cable, it does not charge. Try each of these in turn: ■ Confirm that your handheld is firmly connected to the power adapter cable. ■ Confirm that your power adapter cable is plugged into an AC outlet that has power. ■ Press the power button, and then tap the Home icon . Confirm that there is a lightening bolt on the battery icon at the top of the screen.
Appendix B Frequently Asked Questions Problems with incompatible applications Palm works with developers of third-party add-on applications to ensure the compatibility of these applications with your new Palm Tungsten T3 handheld. Some third-party applications, however, may not have been upgraded to be compatible with your new Palm handheld.
Technical support 4. Close the Palm folder. 5. Perform a hard reset. See “Performing a hard reset” in Appendix A for details. 6. Perform a HotSync operation. 7. Operate your handheld and try to replicate problem operations. 8. Perform one of the following: – If your handheld still has problems, see the other sections in this chapter for solutions to the problem. Fix the problem before re-installing the third-party applications.
Appendix B Frequently Asked Questions To find version and memory information: 1. Tap the Home icon . 2. Tap the Menu icon . 3. Select Info from the App menu. NOTE Palm works with developers of third-party add-on applications to ensure the compatibility of these applications with your new Palm handheld. Some third-party applications, however, may not have been upgraded to be compatible with your new Palm handheld.
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.
Product Regulatory Information Canadian ICES-003 Statement This Class B digital apparatus meets all requirements of the Canadian Interference-Causing Equipment Regulations. Cet appareil numérique de la classe B respecte toutes les exigences du Réglement sur le matériel brouilleur du Canada. Battery Warning Do not mutilate, puncture, or dispose of batteries in fire. The batteries can burst or explode, releasing hazardous chemicals.
Index Numerics 5-way navigator. See Navigator A ABA (Contacts archive file) 28 Account.
Index Automatic sending of messages. See Send retry Auto-off delay 243 B Background sending of messages.
Index Command equivalents (Graffiti 2 writing) 37 stroke 37 toolbar 38 Command buttons 13 Command toolbar activating 38 Commands copy 39 cut 39 paste 39 select all 39 undo 39 Communication preferences 237 Connection 253–254 Network 254–266 Conduits account information screens 206 for modem HotSync operations 232 for synchronizing applications 285 shortcuts 207 SSL and 209 for synchronizing applications 225, 276 for synchronizing applications, Mac 225–226 synchronizing multiple accounts 209 Conflicting even
Index Default categories 33 currency in Expense 94 Deleting e-mail 189–192 mail in the trash 192 old messages 191 passwords 245 service templates 265 See also Purging records Desktop software displaying euro 97 linking to external files 29, 233 Digitizer 11, 240 DNS 262 Domain name system.
Index problems with 145 synchronization options 197–203 synchronizing 197, 208 troubleshooting 145 username 134 Entering data 17–30 importing from other applications 28–30 problems with 283 using the computer keyboard 27 using the onscreen keyboard 17 Entries. See Contacts Envelope icon 155 Error log 197 ESMTP 130, 131 adding to an account 143 Euro displaying on desktop computer 97 in Expense 94 in Graffiti 2 writing 22 printing 97 Events, Calendar 61 Events.
Index ShortCuts for entering data 270–272 symbols 22 H Handheld alarm 152 application buttons 8 back panel components 9 blinking 152 bottom panel components 10 buzzing 152 charging 2 controls 7 expansion card slot 9 front panel controls 7 interface 12 IR port 9 navigator location 8 opening applications 31 plugging in 10 power button 9 power connector 10 reset button 9 screen 8 system requirements 1 top panel components 8 turning on and off 9 USB port 10 vibrating 152 Handheld, increasing space on 10 Hard
Index Infrared HotSync operations 226–228 port 9, 25, 226 problems with IR HotSync operations 287 requirements for computer 226 Infrared port. See IR Port input area 8 Installing conduit to install applications 225 IP address 261, 262 IR port 9 See also Beaming and Infrared IR. See Infrared IrCOMM 25 IrDA (Infrared Data Association) 25 ISP login script 131 requirements for 129 requiring APOP 143 requiring ESMTP 143 Items.
Index Microsoft Outlook connecting to 286 synchronizing with 199 Microsoft Outlook Express, selecting as mail client 200 mini-USB cable. See HotSync cable Modem sled, prerequisite for connection 130 Monday, to start week 241 Month (Calendar view) 71 MPA (Memos archive file) 28 MultiMediaCard.
Index Passwords 244–248 changing 245 creating 244 deleting 245 for network 256 forgotten 248, 291 Payment, Expense item 93 Pen stroke, full-screen 268 Personal preferences 238, 272 Buttons 267 Owner 269 Shortcut 270 Phone Lookup 46 numbers, selecting for Address list 86 numbers, selecting types 84 settings for ISP or dial-in server 258–260 Photos.
Index Expense 91 fonts 49 hiding private 244, 249 lost 284 masking private 244 Memos 99 notes for 48–49 number of 294 private 249–251 purging 41 renaming categories 43 saving deleted data in archive file 40 saving purged data in archive file 41 sending 27 sorting 48 Tasks 120 unmasking individual 250 Reminder lists 50 Reminders screen send retry 173 types of reminders 152 using 153 viewing 152 Replying to e-mail 177 Rescheduling events 69 Reset button 9 Resetting handheld hard reset 275, 282 location of re
Index Sound alarm on handheld 152 Sounds & Alerts preferences 251–252 Speaker 9 Star icon 8 Starting applications 32 Stylus calibration 11 dragging with 12 pen stroke to activate a feature 268 removing 9 tapping 11 Sunday, to start week 241 Symbols for currency 94 in Graffiti 2 writing 22 Synchronize-only connection 129 creating account 140 Synchronizing an existing username 128 Synchronizing data.
Index pen stroke for 268 problems with 282 Turning on handheld displaying owner’s name 269 problems with 282 U Undoing actions 40 Unread mail 136 Unread messages, marking 193 Unresponsive handheld 283 Untimed events 66, 68 Upgrading a MultiMail database 128 Upgrading from another handheld 2 URLs in e-mail messages 179 USB cradle/cable 229 port 1, 2, 3 troubleshooting 285, 286 USB cable.
