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Palm 3C80600U Handbook - Page 165

Performing a HotSync operation viamodem

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To change the Conduit Setup for a modem HotSync operation: 1. Tap the Applications icon . 2. Tap the HotSync icon . 3. Tap the Menu icon . 4. Tap Options, and then tap Conduit Setup. 5. Tap the check boxes to deselect the files and applications that you do not want to synchronize during a modem HotSync operation. The default setting is to synchronize all files. Note: Applications that do not have a database (such as games) do not synchronize - even if you select the item in the Conduit Setup dialog box. 6. Tap OK. Performing a HotSync operation via a modem After you prepare your computer and your organizer, and select your Conduit Setup options, you are ready to perform a modem HotSync operation. To perform a modem HotSync operation: 1. Tap the Applications icon . 2. Tap the HotSync icon . 3. Tap the Modem icon to dial the Palm Desktop modem and synchronize the applications. 4. Wait for the HotSync operation to complete. If you have any problems conducting a successful HotSync operation, see Appendix B. Chapter 6 Page 157

Section	Page
Handbook for the PalmIIIc™ Organizer	1
Contents	3
About This Book	9
Chapter 1	11
Introduction to Your PalmIIIc™ Organizer	11
Getting to know your PalmIIIc organizer	11
What is a PalmIIIc organizer?	11
System requirements	12
Minimum requirements	12
Optional equipment	12
Macintosh compatibility	12
Upgrade Information	12
To upgrade:	13
Each organizer must have a unique name	13
PalmIIIc components	14
Locating front panel controls	14
Using the onscreen brightness control	15
To adjust the brightness:	15
Protective flip cover	16
Locating back panel components	17
Recharging the battery	19
Viewing data while in the cradle	20
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
Tapping and typing	23
Tap with the stylus to get things done	23
Elements of the organizer interface	24
Opening applications	25
To open an application:	26
Using menus	26
To open the menu bar:	27
Choosing a menu	27
Graffiti menu commands	27
Displaying online tips	28
To display an online tip:	29
Four ways to enter data	29
Onscreen keyboard	29
Graffiti writing	30
To open Memo Pad:	31
Using Palm Desktop software	31
Importing data	32
External keyboard	32
Customizing your organizer	32
To open the Preferences screens:	32
To set the current time:	33
To set the current date:	33
Chapter 2	35
Entering Data in Your PalmIIIc™ Organizer	35
Using Graffiti writing to enter data	35
Writing Graffiti characters	35
There are four basic concepts for success with Graffiti writing:	35
To write Graffiti letters:	36
Graffiti tips	37
The Graffiti alphabet	38
Writing capital letters	39
To draw the first letter of a word as a capital letter:	39
To enter only capital letters (Caps Lock):	39
Writing numbers	39
Graffiti numbers	40
Writing punctuation marks	40
Additional Graffiti punctuation	41
Writing symbols and extended characters	41
Writing accented characters	42
Accent strokes	42
Additional non-English characters	42
Navigation strokes	43
Graffiti ShortCuts	43
Using the onscreen keyboard	44
To use the onscreen keyboard:	44
Using your computer keyboard	45
Importing data	45
To import data:	45
Chapter 3	47
Managing Your Applications	47
Using the Applications Launcher	47
Selecting applications	47
Switching between applications	47
Categorizing applications	47
To categorize an application:	48
To display applications by category:	48
Changing the Applications Launcher display	48
To change the Applications Launcher display:	49
To open the Applications Launcher to the last opened category:	49
Choosing preferences	49
To change preferences for an application:	49
Installing and removing applications	50
Installing add-on applications	50
To install add-on software on your organizer:	50
Installing games	52
Removing applications	53
To remove an add-on application:	53
Removing Palm Desktop software	53
To remove Palm Desktop software:	53
Security	54
In Security, you can do the following:	54
Assigning a password	54
To assign a password:	54
Changing or deleting a password	55
To change or delete your password:	55
Locking your organizer	55
To lock your organizer with a password:	56
Recovering from a forgotten password	56
To delete a forgotten password:	56
Chapter 4	57
Using Your Basic Applications	57
Overview of basic applications	58
Date Book	58
In Date Book, you can do the following:	58
To open Date Book:	58
Address Book	59
In Address Book, you can do the following:	59
To open Address Book:	59
To Do List	60
In To Do List, you can do the following:	60
To open To Do List:	60
Memo Pad	61
In Memo Pad, you can do the following:	61
To open Memo Pad:	61
Calculator	61
In Calculator, you can do the following:	61
To open Calculator:	62
Expense	62
In Expense, you can do the following:	62
To open Expense:	62
Common tasks	63
Creating records	63
To create a record:	63
Editing records	63
Entering text	64
Edit menu	64
To select text in an application:	64
Deleting records	65
To delete a record in any of the basic applications:	65
Other ways to delete records	65
Purging records	66
To purge records:	66
Exchanging and updating data: HotSync operations	66
Performing a HotSync operation for the first time	67
To perform a local HotSync operation:	67
Categorizing records	69
System-defined and user-defined categories	69
To move a record into a category:	69
To display a category of records:	70
To define a new category:	71
To rename a category:	72
Finding records	72
Looking up Address Book records	73
To look up an Address Book record:	73
Using Find	74
To use Find:	74
Using Phone Lookup	74
To use Phone Lookup:	75
Phone Lookup tips	75
Looking up names to add to expense records	76
To add names to an Expense record:	76
Sorting lists of records	77
To sort records in To Do List and Expense:	77
To sort records in Address Book and Memo Pad:	77
Making records private	78
Hiding or masking private records	78
To hide all private records:	78
To mask all private records:	79
To display private records:	79
To make a record private:	79
Attaching notes	80
To attach a note to a record:	80
To review or edit a note:	80
To delete a note:	80
Choosing fonts	81
To change the font style:	81
Application-specific tasks	82
Date Book	82
Scheduling an event	82
To schedule an event for the current day:	82
To schedule an event for another day:	84
To schedule an untimed event:	85
Rescheduling an event	86
To reschedule an event:	86
Setting an alarm for an event	86
To set an alarm for an event:	86
Scheduling repeating or continuous events	87
To schedule a repeating or continuous event:	88
Changing repeating or continuous events	88
To delete repeating events:	88
Changing the Date Book view	90
To cycle through Day, Week, Month, and Agenda views:	90
Working in Week View	90
To display the Week View:	90
Spotting event conflicts	92
Working in Month View	92
Working in Agenda View	93
To display the Agenda View:	93
Date Book menus, preferences, and display options	94
Record menu	94
Options menu	94
Address Book	96
Creating an Address Book entry	96
To create a new Address Book entry:	96
Selecting types of phone numbers	97
To select other types of phone numbers in an entry:	98
Changing Address Entry details	98
To open the Address Entry Details dialog box:	98
Address Book menus	99
Record menus	99
Options menus	100
To Do List	101
To create a To Do List item:	101
Setting priority	101
To set the priority of a To Do List item:	102
Checking off a To Do List item	102
To check off a To Do List item:	102
Changing To Do List item details	102
To display the To Do Item Details dialog box:	103
Setting a due date	103
To set a due date for a To Do List item:	103
To Do Show Options	104
To change the Show Options settings:	104
To Do List menus	105
Record menu	105
Options menu	105
Memo Pad	106
To create a new memo:	106
Reviewing memos	106
To review a memo:	107
Memo Pad menus	107
Record menus	107
Options menus	107
Calculator	109
Recent Calculations	109
To display recent calculations:	109
Calculator menus	110
Options menus	110
Expense	111
To create an Expense item:	111
Changing the date of an Expense item	112
To change the date of an Expense item:	112
Entering receipt details	112
To open the Receipt Details dialog box:	112
Customizing the Currency pick list	114
To customize the Currency pick list:	114
To change your default currency:	114
Defining a custom currency symbol	115
To define a custom currency symbol:	115
Show Options	116
To open the Show Options dialog box:	116
Transferring your data to Microsoft Excel	116
Displaying the euro on your desktop computer	117
Printing the euro	117
Creating or printing an expense report	117
To create or print an expense report:	117
Using expense report templates	119
To view your expense data using a Microsoft Excel template:	120
Expense menus	120
Record menu	120
Options menu	121
Chapter 5	123
Communicating Using Your Organizer	123
Managing desktop E-Mail away from your desk	123
In Mail, you can do the following:	124
Setting up Mail on the desktop	124
To set up Mail:	124
To select HotSync options:	125
To change your Mail setup options:	126
Synchronizing Mail with your E-Mail application	126
Opening the Mail application on your organizer	126
To open Mail:	126
Viewing e-mail items	126
To open an e-mail item:	127
To close an e-mail item:	127
Displaying full header information	127
To display full header information:	127
Creating e-mail items	127
To create an e-mail item:	128
To reply to an e-mail item:	129
Looking up an address	130
To look up an e-mail address:	130
Adding details to e-mail items	131
Setting a priority	132
To set a priority for your e-mail item:	132
Sending a blind carbon copy	132
To add a BCC field to your e-mail item:	132
Adding a signature to your e-mail item	133
To create a signature:	133
To add a signature to your e-mail item:	134
Requesting confirmations	134
To receive a confirmation when your e-mail item is read:	134
To receive a confirmation when your e-mail item is delivered:	134
Storing e-mail to be sent later	134
To send e-mail:	134
Editing unsent e-mail	134
To retrieve an e-mail item:	135
Draft e-mail	135
To save an e-mail item as a draft:	136
To edit an e-mail item saved as a draft:	136
Filing e-mail	136
To file e-mail:	136
To remove e-mail from the Filed folder:	137
Deleting e-mail	137
To delete e-mail:	137
Removing e-mail from the Deleted folder	137
To remove an e-mail item you received from the Deleted folder:	137
To remove an e-mail item you created from the Deleted folder:	137
Purging deleted e-mail	138
To purge the contents of the Deleted folder:	138
Message list options	138
Folders	138
To select a folder:	138
Date column	139
To show the Date column:	139
Sorting the Message list	139
To sort the Message list:	139
HotSync options	140
To open the HotSync Options dialog box:	140
Creating special filters	141
To access the special filter settings:	142
Ignoring or receiving e-mail	142
To define whether to ignore or receive e-mail:	142
Defining filter strings	143
To define a filter string:	144
High-priority e-mail	144
To retrieve high-priority e-mail items:	144
Truncating e-mail items	145
To truncate e-mail items:	145
Mail menus	146
Message menus	146
Options menus	146
Beaming information	147
To select a business card:	147
To beam a record, business card, or category of records:	147
To beam an application:	148
To receive beamed information:	148
Tips on beaming information	149
Chapter 6	151
Advanced HotSync® Operations	151
Selecting HotSync setup options	151
To set the HotSync options:	151
Customizing HotSync application settings	154
To customize HotSync application settings:	154
IR HotSync operations	156
Preparing your computer for infrared communication	156
To check if your Windows 95 computer supports infrared communication:	156
To install a Windows 95 infrared driver:	157
To check the ports used for infrared communication:	158
Configuring HotSync Manager for infrared communication	159
To configure HotSync Manager for infrared communication:	159
Performing an IR HotSync operation	160
To perform an IR HotSync operation:	160
Returning to cradle HotSync operations	160
To return to cradle HotSync operations:	160
Conducting a HotSync operation via modem	161
Preparing your computer	161
To prepare your computer for a modem HotSync operation:	161
Preparing your organizer	163
To prepare your organizer for a modem HotSync operation:	163
Selecting the conduits for a modem HotSync operation	164
To change the Conduit Setup for a modem HotSync operation:	165
Performing a HotSync operation via a modem	165
To perform a modem HotSync operation:	165
Conducting a HotSync operation via a network	166
Connecting to your company’s dial-in server	166
To prepare your computer for a network HotSync operation:	166
To prepare your organizer for a network HotSync operation:	167
Performing a network HotSync operation	169
To perform a network Hotsync operation:	169
Using File Link	169
Creating a user profile	170
To create a user profile:	170
To use a profile for the first-time HotSync operation:	171
Chapter 7	173
Setting Preferences for Your Organizer	173
In the Preferences screens, you can do the following:	173
Viewing preferences	173
To open the Preferences screens:	173
Buttons preferences	174
To change the Buttons preferences:	174
Pen preferences	174
To change the Pen preferences:	175
HotSync buttons preferences	176
To change the HotSync buttons preferences:	176
Digitizer preferences	176
Formats preferences	176
Country default	177
To set the country default:	177
Time, date, week start, and numbers formats	177
To select the time, date, week start, and numbers format:	177
General preferences	178
Auto-off delay	178
To set the Auto-off delay:	178
Cradle settings	178
To change the cradle setting:	178
System, alarm, and game sounds	179
To set the system and alarm sounds:	179
Beam Receive	179
To change the Beam Receive setting:	179
Connection preferences	180
Sample connection for remote IR HotSync operations	181
To create an IrCOMM to Modem connection:	181
Network preferences and TCP/IP software	183
Selecting a service	183
To select a service:	184
Entering a user name	184
To enter a user name:	184
Entering a password	185
To enter a password:	185
Selecting a connection	185
To select a connection:	185
Adding telephone settings	186
To enter your server phone number:	186
Entering a prefix	187
To enter a prefix:	187
Disabling Call Waiting	187
To disable Call Waiting:	187
Using a calling card	188
To use a calling card:	188
Connecting to your service	188
To establish a connection:	189
To close a connection:	189
Creating additional service templates	189
To add a new service template:	189
To duplicate an existing service template:	189
Adding detailed information to a service template	189
To select a connection type:	189
Idle timeout	190
To set the Idle timeout:	190
Defining primary and secondary DNS	191
To enter a primary and secondary DNS:	191
IP address	191
To identify dynamic IP addressing:	192
To enter a permanent IP address:	192
Login scripts	192
Creating a login script on your organizer	193
To create a login script:	193
Plug-in applications	195
Deleting a service template	195
To delete a service template:	195
Network preferences menu commands	195
Service menu	196
Options menu	196
TCP/IP troubleshooting	196
Displaying expanded Service Connection Progress messages	196
Viewing the Network Log	196
To view the Network Log:	196
Adding a DNS number	196
Owner preferences	197
To enter the Owner preferences:	197
To unlock the Owner Preferences screen:	197
ShortCuts preferences	198
Creating a ShortCut	198
To create a ShortCut:	198
Editing a ShortCut	199
To edit a ShortCut:	199
Deleting a ShortCut	199
To delete a ShortCut:	199
Appendix A	201
Maintaining Your Organizer	201
Caring for your organizer	201
Battery considerations	202
Resetting your organizer	203
Performing a soft reset	203
To perform a soft reset:	203
Performing a hard reset	204
To perform a hard reset:	204
To restore your data after a hard reset:	204
Appendix B	207
Frequently Asked Questions	207
Software installation problems	208
Operating problems	209
Tapping and writing problems	210
Application problems	211
HotSync problems	212
Beaming problems	218
Recharging problems	218
Password problems	219
Technical support	220
To find version and memory information:	220
Appendix C	221
Creating a Custom Expense Report	221
About mapping tables	221
Customizing existing sample templates	222
To customize a sample Expense Report template:	222
Determining the layout of the Expense Report	223
Labels	223
Sections	224
Analyzing your custom Expense Report	225
Perform the following before you begin a custom mapping table:	225
Programming the mapping table	226
To program a new custom mapping table:	226
Using applications other than Microsoft Excel	230
Expense file details	230
Appendix D	231
Non-ASCII Characters for Login Scripts	231
Use of ^char	231
Carriage return and line feed	231
Literal characters	232
Examples:	232
Product Regulatory Information	233
FCC Statement	233