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Using user profiles, Tungsten™ E2

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CHAPTER 1 Setting Up Your Handheld and Your Computer Using user profiles [ ! ] IMPORTANT Only IT managers may need to use user profiles for their company. If you are not an IT manager, you can skip this section. Suppose your sales organization wants to distribute two dozen handhelds that all have a common company phone list, a set of memos, and several key applications. A user profile can be created to install this information before the handhelds are distributed to employees. When the employees synchronize for the first time, this common information becomes part of their user-specific information. A user profile enables you to install the same information onto multiple handhelds before each handheld is individualized with a unique username and user-specific information. A handheld that has a user profile installed can be given to anyone, because the handheld is not yet identified by a unique username. When the new user synchronizes for the first time, he or she gives the handheld a unique username. NOTE Handhelds that are synchronized with a user profile must be either new handhelds that have never been synchronized or handhelds that have had their usernames and information removed by a hard reset. Tungsten™ E2 Handheld 11

Section	Page
User Guide for the Tungsten™ E2 Handheld	1
Table of Contents	3
About This Guide	19
Tips for viewing this guide	19
What’s in this guide?	20
Step-by-step instructions	20
Links	20
Sidebars	21
Setting Up Your Handheld and Your Computer	22
What’s in the box?	23
System requirements	23
Step 1: Charging your handheld	25
What you should know about your handheld’s battery	26
Step 2: Turning on your handheld for the first time	27
Step 3: Installing your software	28
Step 4: Connecting your handheld to your computer	29
Switching to another desktop software application	31
Using user profiles	32
Creating a user profile	33
Synchronizing with a user profile	35
Related topics	38
Your Handheld	39
What’s on my handheld?	40
Front	40
Top	41
Back	42
What’s on the screen?	43
Input area	43
Application controls	44
What software is on my handheld?	46
What’s on the CD?	47
Related topics	51
Moving Around in Applications	52
Opening applications	53
Using Favorites	53
Using Applications	54
Switching between applications	54
Using the 5-way navigator	55
Moving around with the 5-way	55
Moving around in Favorites View	56
Moving around in Applications View	57
Moving around in list screens and entry screens	57
Moving around in dialog boxes	58
Moving around in menus	58
Using menus	59
Using the Command stroke	60
Using the Command toolbar	60
Finding information	61
Related topics	62
Entering Information on Your Handheld	63
How can I enter information on my handheld?	64
Entering information with Graffiti® 2 writing	64
Writing in the Graffiti 2 input area	64
Using full-screen writing	65
Writing Graffiti 2 characters	66
Keys to success with Graffiti 2 writing	67
Graffiti 2 alphabet	68
Graffiti 2 numbers	69
Graffiti 2 gestures	73
Writing Graffiti 2 symbols and other special characters	74
Graffiti 2 symbols and special characters	75
Writing Graffiti 2 ShortCuts	76
Graffiti 2 ShortCuts	77
Entering information with the onscreen keyboard	78
Entering info from Contacts into another application	80
Editing information	82
Selecting information	82
Copying and pasting information	83
Deleting information	84
Related topics	85
Moving Info Between Your Handheld and Your Computer	86
Why synchronize information?	87
What information is synchronized?	88
How to synchronize	89
When would I use each method?	90
Synchronizing with your computer	92
Synchronizing with a cable	92
Synchronizing using the IR port	94
Synchronizing over a network	98
Synchronizing by dialing in to a network	98
Synchronizing by connecting to a computer on the network	103
Customizing your synchronization settings	106
Choosing how your computer responds to synch requests	106
Setting synchronization options	108
Choosing whether application information is updated	110
Using Quick Install and the Send To Handheld droplet	115
Using Quick Install	115
Using the Send To Handheld droplet	116
Entering information with your computer	117
Importing information from other applications	121
Installing the additional software from the CD	124
Checking space and version numbers	126
Removing applications	128
Removing an application from your handheld	128
Removing Palm Desktop software from your computer	130
Restoring archived items on your computer	131
Related topics	132
Managing Your Contacts	133
Adding a contact	134
Entering additional contact information	137
Selecting contact field types	138
Defining custom fields	139
Selecting a contact as your business card	140
Copying contact information into multiple contacts	141
Locating a contact on your list	142
Deleting a contact	143
Customizing the Contacts list	144
Making connections from Contacts	146
Using Quick Connect	146
Customizing Quick Connect settings	148
Using Tap-to-Connect	149
Working with Contacts on your computer	151
Related topics	152
Managing Your Calendar	153
Scheduling events	154
Scheduling an appointment	154
Scheduling an event without a start time	156
Scheduling a repeating event-standard interval	158
Scheduling a repeating event-unusual interval	159
Scheduling an event that is longer than a day	161
Entering a location or a note for an event	162
Scheduling an event with a time zone	164
Color-coding your schedule	165
Managing your color-codes	166
Assigning a color code to an event	168
Setting an alarm	169
Rescheduling an event	170
Deleting events	172
Deleting a specific event	172
Deleting all your old events	174
Checking your schedule	175
Viewing your appointments and tasks together	175
Viewing your daily schedule	177
Viewing your weekly schedule	179
Viewing your monthly schedule	180
Viewing a yearly calendar	181
Finding events that overlap	182
Customizing your calendar	182
Customizing display options for your calendar	183
Setting alarm and time options	186
Working with Calendar on your computer	188
Related topics	189
Managing Your Office Files	190
Creating and managing Office files	191
Opening files from within Documents	192
Related topics	193
Viewing Photos and Videos	194
Supported file types	195
Viewing media	196
Viewing a photo or video in the Thumbnail View	196
Viewing a photo or video in the List View	199
Viewing a slide show	201
Rotating a photo	202
Viewing and editing photo or video details	203
Organizing photos and videos	204
Organizing photos and videos in albums	204
Moving a photo or video within and between albums	206
Sorting photos and videos	208
Copying a photo or video	211
Deleting a photo or video	212
Sharing photos and videos	213
Working with palmOne™Media on your computer	214
Related topics	215
Listening to Music	216
Transferring MP3 files to an expansion card	217
Transferring music from a CD to your handheld	222
Playing music on your handheld	226
Managing playlists	227
Creating a playlist	227
Playing songs from a playlist	229
Editing a playlist	230
Deleting a playlist	232
Viewing song info	233
Working with RealPlayer on your computer	234
Related topics	235
Managing Your Tasks	236
Creating a task	237
Setting an alarm	238
Scheduling a repeating task-standard interval	239
Scheduling a repeating task-unusual interval	241
Organizing your tasks	243
Marking a task as complete	244
Deleting tasks	245
Deleting a specific task	245
Deleting all your completed tasks	246
Customizing your Tasks list	247
Working with Tasks on your computer	249
Related topics	250
Writing Memos	251
Creating a memo	252
Viewing and editing a memo	253
Moving memos in your memos list	254
Deleting a memo	255
Working with Memos on your computer	256
Related topics	257
Writing Notes in Note Pad	258
Creating a note	259
Choosing the pen and paper (background) colors	260
Setting an alarm	261
Viewing and editing a note	263
Deleting a note	264
Working with Note Pad on your computer	265
Related topics	266
Making Bluetooth Wireless Connections	267
What can I do with the built-in Bluetooth® wireless technology?	268
What types of connections can I make?	268
What is device discovery?	269
Entering basic Bluetooth settings	270
Setting up a Bluetooth phone connection	271
Accessing email and the web with Bluetooth	276
Setting up a connection for Bluetooth synchronization	278
Setting up a connection to a Bluetooth network	283
Creating trusted devices	285
Setting advanced Bluetooth features	287
Storing recently found device names	287
Allowing your handheld to wake up when it is turned off	288
Related topics	289
Sending and Receiving Email Messages	290
Upgrading an existing email account	291
About email accounts	292
Account and connection types	292
Using an email provider	292
Using a corporate email account	293
VPNs	294
Creating an account	295
Setting basic account options	296
Setting advanced mail options	300
Testing your new account	304
Managing email accounts	305
Editing an email account	305
Deleting an email account	306
Selecting a different service for an email account	307
Adding ESMTP to an account	309
Getting and reading email	311
Switching among email accounts	311
Getting email messages	312
Auto get mail with notification	314
Scheduling auto get mail	314
Auto get notifications	316
Setting notification options	317
Viewing and using the Reminders screen	318
Auto get mail retries	319
Resource issues with auto get mail	320
Inbox icons in the VersaMail application	320
Reading email messages	321
Selecting whether to receive messages as HTML or plain text	322
Customizing the font of messages you are reading	324
Sending an email message	325
Entering an address directly in the To field	327
Entering an address using Contacts	328
Entering an address using Smart Addressing	329
Attaching a personal signature	330
Send retry	331
Send retry notifications	331
Outbox icons in the VersaMail application	332
Working with email folders	333
Viewing another folder	333
Customizing the appearance of the message list	334
Moving messages between folders	336
Creating and editing mail folders	337
Working with email messages	339
Forwarding an email message	339
Deleting a message	341
Deleting old messages	342
Emptying the trash	344
Setting the trash to be emptied automatically	345
Marking messages as read or unread	346
Working with attachments	348
Downloading an attachment to your handheld	348
Working with a downloaded attachment	349
Downloading large attachments	352
Attaching files	353
Attaching photos and videos	355
Synchronizing email on your handheld with email on your computer	356
Setting up an account on your handheld	357
Enabling synchronization on your computer	357
Setting synchronization options for your email account	359
Setting mail client synchronization options	361
Setting Microsoft Outlook as your default email program	363
Setting advanced email synchronization options	364
Account information screens	368
VersaMail conduit shortcuts	369
Excluding one or more accounts during synchronization	370
Synchronizing an account	370
Synchronizing multiple accounts	370
Using SSL with the conduit	371
Advanced VersaMail application features	371
Setting preferences for getting, sending, and deleting email	372
Adding or updating a contact directly from a message	374
Creating and using filters	375
Turning filters on and off	377
Editing or deleting a filter	379
Managing settings for incoming and outgoing mail	380
Adding APOP to an account	389
Setting advanced account preferences	390
Changing email header details	392
Backing up mail databases	393
Synchronizing IMAP mail folders wirelessly	395
Prerequisites for wireless IMAP folder synchronization	395
Turning IMAP folder synchronization on or off	396
Synchronizing handheld/mail server IMAP folders from the Options menu	396
Working with root folders	397
Using Secure Sockets Layer (SSL)	397
Related topics	398
Sending and Receiving Text Messages	399
Creating and sending a text message	400
Receiving and viewing a text message	403
Editing a draft text message	405
Setting advanced messaging features	406
Related Topics	408
Browsing the Web	409
Accessing a web page	410
Accessing a web page using the action bar	410
Accessing a web page using the address field	411
Using a password to access a web page	412
Finding information on a web page	413
Quickly jumping to a page	414
Following a link	414
Returning to your home page or a page you recently visited	414
Changing how you view a page	415
Bookmarking your favorite pages	417
Adding a bookmark	417
Viewing a bookmarked or saved page	418
Editing information about a bookmark or saved page	419
Arranging the bookmark list	420
Disconnecting from and connecting to the Internet	422
Disconnecting from the Internet	422
Connecting to the Internet	423
Downloading files and pages	424
Downloading a file	424
Saving a web page	425
Viewing a saved file	426
Communicating with other users	427
Sending email by means of an Internet email account	427
Returning to a web page you recently visited	428
Changing your home and start pages	429
Changing your home page	429
Changing your start page	431
Setting advanced browser options	432
Changing how images are downloaded	432
Setting whether to automatically complete web addresses and form fields	433
Allowing websites to remember personal information	434
Setting preferences for storing web pages	435
Setting preferences for using a proxy server	437
Setting whether to accept JavaScript	439
Related topics	440
Dialing Phone Numbers from Your Handheld	441
Dialing a number	442
Entering a number	442
Redialing the most recently used number	443
Dialing a number from the Call History List	444
Using speed dial	445
Adding a speed-dial entry	445
Dialing a number using speed dial	446
Editing a speed-dial entry	447
Related topics	448
Sharing Information	449
Using the Send command	450
Sending information from within an application using Bluetooth technology	450
Sending a category using Bluetooth technology	452
Sending an application using Bluetooth technology	453
Using the Send command with the VersaMail® application	454
Using the Send command with SMS	454
Beaming	455
Beaming information from within an application	455
Beaming a category	457
Beaming an application	458
Other ways of sharing information	459
Related topics	460
Managing Your Expenses	461
Adding an expense	462
Choosing currency options	464
Customizing the currency pick list	464
Presetting the currency symbol	465
Creating a currency symbol	466
Deleting expenses	468
Deleting an individual expense	468
Deleting an entire category of expenses	469
Customizing the expense list	470
Working with Expense on your computer	471
Related topics	472
Performing Calculations	473
Calculator buttons	474
Viewing recent calculations	475
Accessing different calculators	476
Related topics	477
Keeping Your Information Private	478
Choosing a security level	479
Marking information as private	480
Setting the level of privacy	481
Hiding or masking private entries	481
Viewing an entry that is masked	482
Using a password	482
Creating a password	483
Changing a password	484
Deleting a password	486
Deleting a forgotten password	487
Locking your handheld	488
Locking your handheld automatically	489
Locking your handheld manually	491
Using Quick Unlock	492
Creating a Quick Unlock combination	492
Deleting your Quick Unlock combination	494
Encrypting your information	495
Limiting the number of password attempts	497
Related topics	500
Using Categories to Organize Information	501
Adding a category	502
Renaming a category	503
Deleting a category	504
Placing information in a category	505
Placing an entry in a category	505
Placing an application in a category	507
Viewing information by category	508
Related topics	509
Managing Clock Settings	510
Checking the current date and time	511
Setting the primary location	511
Setting the date and time for the primary location	512
Choosing secondary locations for other time zones	514
Modifying the locations list	515
Adding new locations	515
Deleting a location	517
Setting the alarm clock	518
Responding to the alarm clock	519
Changing the clock display	520
Related topics	521
Customizing Your Handheld	522
Customizing Favorites View	523
Changing the background photo in Favorites View	523
Changing entries in Favorites	524
Customizing Applications View	525
Making the screen easier to read	527
Changing the screen fonts	527
Adjusting the brightness	529
Changing screen colors	530
Assigning a button to your frequently used applications	531
Setting the date and time	533
Selecting a location	533
Resetting the date and time	535
Selecting formats for dates, times, and numbers	536
Customizing the way you enter information	539
Choosing the input area	539
Using the full-screen writing area	540
Customizing Graffiti 2 strokes	541
Setting up ShortCuts	542
Changing ShortCuts	544
Correcting problems with tapping	545
Selecting sound settings	546
Entering your owner information	547
Conserving battery power	548
Preventing your handheld from turning on by accident	548
Selecting power-saving settings	549
Connecting your handheld to other devices	551
Changing the preset connection settings	551
Creating your own connection settings	553
Connecting your handheld to a mobile phone	556
Customizing network settings	557
Setting up a service profile	557
Connecting to your service	560
Adding details to a service profile	561
Deleting a service profile	563
Creating login scripts	564
Adding plug-in applications	568
Setting up a VPN	569
Related topics	570
Expanding Your Handheld	571
What type of expansion cards can I use?	572
How can expansion cards help me?	572
Removing an expansion card	573
Inserting an expansion card	574
Opening an application on an expansion card	575
Opening files on an expansion card	576
Viewing card information	577
Renaming a card	578
Copying applications to an expansion card	579
Removing all information from a card	580
Related topics	581
Maintaining Your Handheld	582
Handheld do’s and don’ts	582
Handheld do’s	582
Handheld don’ts	583
Resetting your handheld	583
Doing a soft reset	583
Doing a hard reset	585
Restoring your information after a hard reset	586
Related topics	588
Common Questions	589
Setup	589
Handheld	591
Moving around	594
Entering information	594
Synchronizing	596
Calendar	602
Memos	603
Note Pad	603
Media	603
RealPlayer®	604
Tasks	604
Connecting wirelessly	605

Match case Limit results 1 per page

Tungsten™ E2

Handheld

CHAPTER 1

Setting Up Your Handheld and Your Computer

Using user profiles

Only IT managers may need to use user profiles for their company. If you are not

an IT manager, you can skip this section.

Suppose your sales organization wants to distribute two dozen handhelds that all have a common

company phone list, a set of memos, and several key applications. A user profile can be created to

install this information before the handhelds are distributed to employees. When the employees

synchronize for the first time, this common information becomes part of their user-specific

information.

A user profile enables you to install the same information onto multiple handhelds before each

handheld is individualized with a unique username and user-specific information. A handheld that

has a user profile installed can be given to anyone, because the handheld is not yet identified by a

unique username. When the new user synchronizes for the first time, he or she gives the handheld

a unique username.

Handhelds that are synchronized with a user profile must be either new handhelds that

have never been synchronized or handhelds that have had their usernames and information

removed by a

hard reset

IMPORTANT

[

]

NOTE