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Palm 3C80500U Handbook - Page 21

Installing Palm Desktop software, Do

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Installing Palm Desktop software The following instructions guide you through installing Palm Desktop software. After installation, refer to the online Help in Palm Desktop software for information about how to use the software. To ensure a safe and uninterrupted installation of Palm Desktop software, please do the following before installing: s Turn off your computer and connect the cradle to it. Do not put the organizer in the cradle yet; you do that later in the process. s If you install from diskettes, make sure the original Palm Desktop software diskettes are write-protected, and then make backup copies of them. When you finish, install using the copies. s Do not simply copy the Palm Desktop software files to your computer's hard disk. You must use the installer to place the files in their proper locations and to decompress the files. To install Palm Desktop software: 1. Exit any open programs, including those that run automatically at startup. Disable any virus-scanning software. 2. Insert the Palm Desktop software CD-ROM into the computer's CD-ROM drive (or insert the diskette labeled Setup into the diskette drive). 3. Click the Install button to begin the installation program. 4. Follow the onscreen instructions to complete the installation. During installation you will be asked to insert your organizer into the cradle. Chapter 1 Page 13

Section	Page
Handbook for the PalmVII™ Organizer	1
About This Book	9
Chapter 1	11
Introduction to Your PalmVII™ Organizer	11
Getting to know your PalmVII organizer	11
What is a PalmVII organizer?	11
System requirements	12
Minimum requirements	12
Optional equipment	12
Macintosh compatibility	12
PalmVII components	13
Locating front panel controls	13
Locating back panel components	15
Installing the batteries	17
To install the batteries:	17
Replacing batteries	17
Setting up your organizer and charging the transmitter	18
Upgrade information	18
To upgrade:	19
Each organizer must have a unique name	19
Palm Desktop organizer software	20
With Palm Desktop software, you can do the following:	20
Installing Palm Desktop software	21
To install Palm Desktop software:	21
Using your organizer with another PIM	22
Palm.Net wireless features	22
Activating the Palm.Net wireless communication service	23
To activate the Palm.Net service:	23
Web clipping	24
Wireless Internet messaging	25
Tapping and typing	26
Tap with the stylus to get things done	26
Elements of the organizer interface	27
Opening applications	28
To open an application:	29
To open an application that uses the antenna:	30
Using menus	31
To open the menu bar:	31
Choosing a menu	31
Graffiti menu commands	32
Displaying online tips	32
To display an online tip:	33
Three ways to enter data	33
Onscreen keyboard	33
Graffiti writing	34
To open Memo Pad:	35
Using Palm Desktop software	35
Importing data	36
Customizing your organizer	37
To open the Preferences screens:	37
To set the current time:	37
To set the current date:	38
Chapter 2	39
Entering Data in Your PalmVII™ Organizer	39
Using Graffiti writing to enter data	39
Writing Graffiti characters	39
There are four basic concepts for success with Graffiti writing:	39
To write Graffiti letters:	40
Graffiti tips	41
The Graffiti alphabet	42
Writing capital letters	43
To draw the first letter of a word as a capital letter:	43
To enter only capital letters (Caps Lock):	43
Writing numbers	43
Graffiti numbers	44
Writing punctuation marks	44
Additional Graffiti punctuation	45
Writing symbols and extended characters	45
Writing accented characters	46
Accent strokes	46
Additional non-English characters	46
Navigation strokes	47
Graffiti ShortCuts	47
Using the onscreen keyboard	49
To use the onscreen keyboard:	49
Using your computer keyboard	49
Importing data	50
To import data:	50
Chapter 3	53
Managing Your Applications	53
Using the Applications Launcher	53
Selecting applications	53
Switching between applications	53
Categorizing applications	53
To categorize an application:	54
To display applications by category:	54
Changing the Applications Launcher display	54
To change the Applications Launcher display:	55
To open the Applications Launcher to the last opened category:	55
Choosing preferences	55
To change preferences for an application:	55
Installing and removing applications	56
Installing add-on applications	56
To install add-on software on your organizer:	56
Installing games	58
Removing applications	59
To remove an add-on application:	59
Removing Palm Desktop software	60
To remove Palm Desktop software:	60
Security	61
In Security, you can do the following:	61
Assigning a password	61
To assign a password:	61
Changing or deleting a password	62
To change or delete your password:	62
Locking your organizer	62
To lock your organizer with a password:	63
Recovering from a forgotten password	63
To delete a forgotten password:	63
Chapter 4	65
Using Your Basic Applications	65
Overview of basic applications	66
Date Book	66
In Date Book, you can do the following:	66
To open Date Book:	66
Address Book	67
In Address Book, you can do the following:	67
To open Address Book:	67
To Do List	68
In To Do List, you can do the following:	68
To open To Do List:	68
Memo Pad	69
In Memo Pad, you can do the following:	69
To open Memo Pad:	69
Calculator	69
In Calculator, you can do the following:	69
To open Calculator:	70
Expense	70
In Expense, you can do the following:	70
To open Expense:	70
Common tasks	71
Creating records	71
To create a record:	71
Editing records	71
Entering text	72
Edit menu	72
To select text in an application:	72
Deleting records	73
To delete a record in any of the basic applications:	73
Other ways to delete records	73
Purging records	74
To purge records:	74
Exchanging and updating data: HotSync operations	75
Performing a HotSync operation for the first time	75
To perform a local HotSync operation:	76
Categorizing records	77
System-defined and user-defined categories	78
To move a record into a category:	78
To display a category of records:	79
To define a new category:	79
To rename a category:	80
Finding records	81
Looking up Address Book records	81
To look up an Address Book record:	82
Using Find	82
To use Find:	82
Using Phone Lookup	83
To use Phone Lookup:	83
Phone Lookup tips	84
Looking up names to add to expense records	84
To add names to an Expense record:	85
Sorting lists of records	85
To sort records in To Do List and Expense:	86
To sort records in Address Book and Memo Pad:	86
Making records private	87
Hiding private records	87
To hide private records:	87
To display private records:	87
To make a record private:	88
Attaching notes	88
To attach a note to a record:	88
To review or edit a note:	89
To delete a note:	89
Choosing fonts	89
To change the font style:	90
Application-specific tasks	91
Date Book	91
Scheduling an event	91
To schedule an event for the current day:	91
To schedule an event for another day:	93
To schedule an untimed event:	94
Rescheduling an event	95
To reschedule an event:	95
Setting an alarm for an event	95
To set an alarm for an event:	95
Scheduling repeating or continuous events	96
To schedule a repeating or continuous event:	96
Changing the Date Book view	97
To cycle through Day, Week, and Month views:	97
To display the current time:	98
To display the Week View:	98
Spotting event conflicts	99
Working in Month View	100
Date Book menus, preferences, and display options	101
Record menu	101
Options menu	101
Address Book	104
Creating an Address Book entry	104
To create a new Address Book entry:	104
Selecting types of phone numbers	105
To select other types of phone numbers in an entry:	105
Changing Address Entry details	106
To open the Address Entry Details dialog box:	106
Address Book menus	106
Record menus	107
Options menus	107
To Do List	109
To create a To Do List item:	109
Setting priority	109
To set the priority of a To Do List item:	110
Checking off a To Do List item	110
To check off a To Do List item:	110
Changing To Do List item details	110
To display the To Do Item Details dialog box:	111
Setting a due date	111
To set a due date for a To Do List item:	111
To Do Show Options	112
To change the Show Options settings:	112
To Do List menus	113
Record menu	113
Options menu	113
Memo Pad	114
To create a new memo:	114
Reviewing memos	114
To review a memo:	115
Memo Pad menus	115
Record menus	115
Options menus	115
Calculator	117
Recent Calculations	117
To display recent calculations:	117
Calculator menus	118
Options menus	118
Expense	119
To create an Expense item:	119
Changing the date of an Expense item	120
To change the date of an Expense item:	120
Entering receipt details	120
To open the Receipt Details dialog box:	120
Customizing the Currency pick list	121
To customize the Currency pick list:	121
Defining a custom currency symbol	122
To define a custom currency symbol:	122
Show Options	123
To open the Show Options dialog box:	123
Transferring your data to Microsoft Excel	123
Creating or printing an expense report	123
To create or print an expense report:	124
Using expense report templates	125
To view your expense data using a Microsoft Excel template:	126
Expense menus	126
Record menu	126
Options menu	127
Chapter 5	129
Query Applications and the iMessenger™ Application	129
Your organizer is a wireless device	129
Web clipping: query applications	129
Query applications	130
Web clipping, not web browsing	130
Adding more query applications	131
Wireless Internet messaging: the iMessenger application	132
The Palm.Net wireless communication service	132
The network	133
Protection of your wireless transactions	133
The Palm.Net web site: http://www.palm.net	134
The Palm.Net query application	135
To open the Palm.Net query application:	135
Improving signal strength	135
To monitor signal strength in the Diagnostics application:	136
Using query applications	136
Opening query applications	137
To open a query application:	138
Working with query applications	138
Sorted pick lists	139
Actions that incur a cost	139
To submit a query to the Internet:	139
To stop a wireless transaction:	140
Reviewing current queries and clippings: Back arrow	140
To go back to a previously viewed page:	140
Example of web clipping	141
To find a phone number and an address:	141
How big was that clipping?	142
To see the size of a clipping:	143
Reviewing stored clippings: History list	143
To review the History list:	143
Saving information from a query application	143
To save the text of a clipping or page:	143
Sending e-mail from a page	144
To send e-mail from a page:	144
Query application menus	145
Options menu	145
Using the iMessenger application	146
In the iMessenger application, you can do the following:	146
The iMessenger application differs from the Mail application	146
Mail depends on your computer	146
The iMessenger application is independent of your computer	147
Opening the iMessenger application	147
Checking for and viewing messages	148
To check for new messages:	148
To cancel a wireless transaction:	148
To view a log of the most recent wireless transaction:	149
To open a message:	149
To close a message:	149
Opening and reading messages	149
Short messages and long messages	149
Downloading the remainder of a long message	151
To download more of a long message:	151
Displaying header information	152
To display complete header information:	152
Distribution lists of incoming messages	153
Attachments	153
Creating messages	154
To create a message:	154
To reply to a message:	156
Looking up an address	157
To look up an e-mail address:	157
Rerouting replies to your messages	158
To reroute replies to your messages:	158
Adding a signature to your message	159
To create a signature:	159
To add a signature to your message:	159
Sending messages	159
To send messages:	160
To store messages and send them later:	160
To cancel a wireless transaction:	160
To view a log of the most recent wireless transaction:	160
Editing an unsent message	160
To edit an unsent message:	161
Draft messages	161
To save a message as a draft:	161
To edit a message saved as a draft:	162
Filing a message	162
To file a message:	162
To remove a message from the Filed folder:	162
Deleting messages	163
To delete a message:	163
Removing a message from the Deleted folder	163
To remove a message from the Deleted folder:	163
Purging deleted messages	163
To purge the contents of the Deleted folder:	164
Options for the iMessenger List screen	164
Folders	164
To select a folder:	164
Date column	164
To show the Date column:	165
Sorting the iMessenger List	165
To sort the iMessenger List:	165
Your Palm.Net mailbox	165
A full mailbox	166
Life span of a message on the network	166
Identifying a forwarding address	166
Keeping a copy of messages you send	166
Deleting messages from your mailbox	166
The iMessenger application and HotSync operations	167
iMessenger menus	167
Pop-up menus	168
Message menus	168
Options menus	169
Chapter 6	171
Managing Desktop E-Mail and Beaming Information	171
Managing desktop E-Mail away from your desk	171
In Mail, you can do the following:	172
Setting up Mail on the desktop	172
To set up Mail:	172
To select HotSync options:	173
To change your Mail setup options:	174
Synchronizing Mail with your E-Mail application	174
Opening the Mail application on your organizer	174
To open Mail:	174
Viewing e-mail items	174
To open an e-mail item:	175
To close an e-mail item:	175
Displaying full header information	175
To display full header information:	175
Creating e-mail items	175
To create an e-mail item:	176
To reply to an e-mail item:	177
Looking up an address	178
To look up an e-mail address:	178
Adding details to e-mail items	179
Setting a priority	180
To set a priority for your e-mail item:	180
Sending a blind carbon copy	180
To add a BCC field to your e-mail item:	180
Adding a signature to your e-mail item	181
To create a signature:	181
To add a signature to your e-mail item:	182
Requesting confirmations	182
To receive a confirmation when your e-mail item is read:	182
To receive a confirmation when your e-mail item is delivered:	182
Storing e-mail to be sent later	182
To send e-mail:	182
Editing unsent e-mail	182
To edit an e-mail item:	183
Draft e-mail	183
To save an e-mail item as a draft:	184
To edit an e-mail item saved as a draft:	184
Filing e-mail	184
To file e-mail:	184
To remove e-mail from the Filed folder:	185
Deleting e-mail	185
To delete e-mail:	185
Removing e-mail from the Deleted folder	185
To remove an e-mail item you received from the Deleted folder:	185
To remove an e-mail item you created from the Deleted folder:	185
Purging deleted e-mail	186
To purge the contents of the Deleted folder:	186
Message List options	186
Folders	186
To select a folder:	186
Date column	187
To show the Date column:	187
Sorting the Message List	187
To sort the Message List:	187
HotSync options	188
To open the HotSync Options dialog box:	188
Creating special filters	189
To access the special filter settings:	189
Ignoring or receiving e-mail	190
To define whether to ignore or receive e-mail:	190
Defining filter strings	190
To define a filter string:	191
High-priority e-mail	192
To retrieve high-priority e-mail items:	192
Truncating e-mail items	193
To truncate e-mail items:	193
Mail menus	193
Message menus	194
Options menus	194
Beaming information	195
To select a business card:	195
To beam a record, business card, or category of records:	195
To beam an application:	196
To receive beamed information:	196
Tips on beaming information	196
Chapter 7	197
Advanced HotSync® Operations	197
Selecting HotSync setup options	197
To set the HotSync options:	197
Customizing HotSync application settings	200
To customize HotSync application settings:	200
HotSync operations via a modem	202
Preparing your computer	202
To prepare your computer for a modem HotSync operation:	202
Preparing your organizer	203
To prepare your organizer for a modem HotSync operation:	203
Selecting the conduits for a modem HotSync operation	204
To change the Conduit Setup for a modem HotSync operation:	205
Performing a HotSync operation via a modem	205
To perform a modem HotSync operation:	205
HotSync operations via a network	206
Connecting to your company’s dial-in server	206
To prepare your computer for a network HotSync operation:	206
To prepare your organizer for a network HotSync operation:	207
Using File Link	208
Creating a user profile	208
To create a user profile:	208
To use a profile for the first-time HotSync operation:	209
Chapter 8	211
Setting Preferences for Your Organizer	211
In the Preferences screens, you can do the following:	211
Viewing preferences	212
To open the Preferences screens:	212
Buttons preferences	212
To reassign the applications buttons:	212
To identify the application that opens when you raise the antenna:	213
Pen preferences	213
To change the Pen preferences:	213
HotSync buttons preferences	214
To change the HotSync buttons preferences:	214
Digitizer preferences	215
Formats preferences	215
Country default	215
To set the country default:	215
Time, date, week start, and numbers formats	216
To select the time, date, week start, and numbers format:	216
General preferences	217
Auto-off delay	217
To set the Auto-off delay:	217
System, alarm, and game sounds	217
To set the system and alarm sounds:	217
Beam Receive	218
To change the Beam Receive setting:	218
Modem preferences	219
To define the Modem preferences:	219
Network preferences and TCP/IP software	220
Selecting a service	220
To select a service:	221
Entering a user name	221
To enter a user name:	221
Entering a password	221
To enter a password:	222
Adding telephone settings	222
To enter your server phone number:	223
Entering a prefix	223
To enter a prefix:	223
Disabling Call Waiting	224
To disable Call Waiting:	224
Using a calling card	224
To use a calling card:	224