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 |
Connecting to your service |
225 |
To establish a connection: |
225 |
To close a connection: |
225 |
Creating additional service templates |
225 |
To add a new service template: |
226 |
To duplicate an existing service template: |
226 |
Adding detailed information to a service template |
226 |
To select a connection type: |
226 |
Idle timeout |
227 |
To set the Idle timeout: |
227 |
Defining primary and secondary DNS |
227 |
To enter a primary and secondary DNS: |
227 |
IP address |
228 |
To identify dynamic IP addressing: |
228 |
To enter a permanent IP address: |
228 |
Creating a login script |
229 |
To create a login script: |
229 |
Deleting a service template |
230 |
To delete a service template: |
230 |
Network preferences menu commands |
230 |
Service menu |
230 |
Options menu |
231 |
TCP/IP troubleshooting |
231 |
Displaying expanded Service Connection Progress messages |
231 |
Viewing the Network Log |
231 |
To view the Network Log: |
231 |
Adding a DNS number |
231 |
Owner preferences |
232 |
To enter the Owner preferences: |
232 |
To unlock the Owner Preferences screen: |
232 |
ShortCuts preferences |
233 |
Creating a ShortCut |
233 |
To create a ShortCut: |
233 |
Editing a ShortCut |
234 |
To edit a ShortCut: |
234 |
Deleting a ShortCut |
234 |
To delete a ShortCut: |
234 |
Wireless preferences |
235 |
Proxy |
235 |
To change the IP address of your proxy server: |
235 |
Sending ID or location information |
236 |
To activate the warning about transmission of ID or location: |
236 |
Appendix A |
237 |
Maintaining Your Organizer |
237 |
Caring for your organizer |
237 |
About the AAA batteries |
238 |
Automatic recharging of the transmitter |
239 |
To monitor the status of the transmitter: |
239 |
Proper use of the antenna |
241 |
To remove the antenna: |
241 |
To insert the new antenna: |
242 |
Resetting your organizer |
243 |
Performing a soft reset |
243 |
To perform a soft reset: |
243 |
Performing a hard reset |
244 |
To perform a hard reset: |
244 |
To restore your data after a hard reset: |
244 |
Appendix B |
247 |
Frequently Asked Questions |
247 |
Software installation problems |
247 |
Operating problems |
248 |
Tapping and writing problems |
249 |
Wireless problems |
250 |
Application problems |
251 |
HotSync problems |
252 |
Beaming problems |
256 |
Password problems |
257 |
Technical support and customer care |
258 |
To find version and memory information: |
258 |
Appendix C |
259 |
Creating a Custom Expense Report |
259 |
About mapping tables |
259 |
Customizing existing sample templates |
260 |
To customize a sample Expense Report template: |
260 |
Determining the layout of the Expense Report |
261 |
Labels |
261 |
Sections |
262 |
Analyzing your custom Expense Report |
263 |
Perform the following before you begin a custom mapping table: |
263 |
Programming the mapping table |
264 |
To program a new custom mapping table: |
264 |
Using applications other than Microsoft Excel |
268 |
Expense file details |
269 |
Appendix D |
271 |
Non-ASCII Characters for Login Scripts |
271 |
Use of ^char |
271 |
Carriage return and line feed |
271 |
Literal characters |
272 |
Examples: |
272 |
Palm.Net™ Service Agreement, Warranty, and Other Product Information |
273 |
Palm.Net service agreement |
273 |
Limited warranty |
281 |
3Com end user software license agreement |
284 |
FCC Statement |
287 |
Canadian RFI Statement |
287 |