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Palm M125 Handbook - Page 16

Upgrading from another Palm OS handheld, Preparing to use your handheld - desktop software

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Universal connector Connects your handheld to the cradle/cable, which in turn connects to the back of your computer. This allows you to update the information between your handheld and computer using HotSync technology. The universal connector also connects peripheral hardware devices, such as a modem, to your handheld. Upgrading from another Palm OS handheld If you already own a Palm OS handheld, you must install the version of Palm Desktop software that comes with your new handheld. To upgrade quickly and easily, perform the tasks described in the following sections. Some tasks are specifically for upgrading. Preparing to use your handheld Before you begin using your handheld and Palm Desktop software, you must complete a few easy installation tasks. To use your handheld and Palm Desktop software, complete the following: s (If upgrading) Perform a HotSync operation using your old handheld and cradle/cable. This ensures all data on your handheld is on your desktop computer. s Connect the HotSync cradle/cable that comes with your Palm m100 series handheld to your computer. See "Connecting the HotSync cradle/cable" later in this chapter for details. s (If upgrading) You may want to create a copy of your old Palm Desktop software folder and its contents before installing your new Palm Desktop software. If you do this, rename the copied folder (for example, Palm Old), and store it outside the Palm Desktop software folder. This step is optional. s Install the Palm Desktop software that comes with your Palm m100 series handheld. See "Installing Palm Desktop software" later in this chapter for details. Page 8 Introduction to Your Handheld

Section	Page
Handbook for Palm™ m100 Series Handhelds	1
Contents	3
About This Book	9
Chapter 1: Introduction to Your Handheld	11
Getting to know your Palm m100 series handheld	11
What is a Palm m100 series handheld?	11
System requirements	12
Minimum requirements: Windows	12
Minimum requirements: Macintosh	12
Optional equipment	12
Palm m100 series components	13
Locating front panel controls	13
Using the backlight	14
To activate the backlight:	14
To turn off the backlight:	14
Locating back panel components	15
Upgrading from another Palm OS handheld	16
Preparing to use your handheld	16
To use your handheld and Palm Desktop software, complete the following:	16
Using the protective flip cover	17
To remove the cover:	17
To reattach the cover:	18
Changing the face plate	18
To remove the face plate:	18
To attach the face plate:	19
Installing the batteries	19
To install the batteries:	19
Palm Desktop software	20
With Palm Desktop software, you can do the following:	20
Connecting the HotSync cradle/cable	21
Installing Palm Desktop software	22
To install Palm Desktop software on a Windows computer:	22
To install Palm Desktop software on a Macintosh computer:	23
Using your handheld with another PIM	24
Tapping and typing	24
Tap with the stylus to get things done	24
Elements of the handheld interface	25
Opening applications	27
To open an application on your handheld:	27
Using menus	28
To open the menu bar:	28
Choosing a menu	29
Graffiti menu commands	29
Displaying online tips	30
To display an online tip:	30
Entering data	30
Onscreen keyboard	31
Graffiti writing	32
To open Memo Pad:	32
Note Pad	33
Using Palm Desktop software	33
Importing data	33
Using an external keyboard	34
Customizing your handheld	34
To open the Preferences screens:	34
To set the date:	35
To set the time:	35
To set the time zone:	36
To set the daylight saving switch:	36
Chapter 2: Entering Data in Your Handheld	37
Using Graffiti writing to enter data	37
Writing Graffiti characters	37
There are four basic concepts for success with Graffiti writing:	37
To write Graffiti letters:	38
Graffiti tips	39
The Graffiti alphabet	40
Writing capital letters	41
To draw the first letter of a word as a capital letter:	41
To enter only capital letters (Caps Lock):	41
Writing numbers	41
Graffiti numbers	42
Writing punctuation marks	42
Additional Graffiti punctuation	43
Writing symbols and extended characters	43
Writing accented characters	43
Accent strokes	44
Additional non-English characters	44
Navigation strokes	44
Graffiti ShortCuts	45
Using the onscreen keyboard	46
To use the onscreen keyboard:	46
Using Note Pad	46
To use Note Pad:	46
Using your computer keyboard	47
Importing data	47
Importing data from a Windows computer	47
To import data from a Windows computer:	48
Importing data from a Macintosh	48
To import data from a Macintosh:	49
Chapter 3: Managing Your Applications	51
Using the Applications Launcher	51
Selecting applications	51
Switching between applications	51
Categorizing applications	51
To categorize an application:	52
To display applications by category:	52
Changing the Applications Launcher display	52
To change the Applications Launcher display:	52
To open the Applications Launcher to the last opened category:	53
Choosing preferences	53
To change preferences for an application:	53
Installing and removing applications	54
Installing add-on applications	54
To install add-on software on your handheld using a Windowscomputer:	54
To install add-on software on your handheld using a Macintosh:	56
Removing applications	58
To remove an add-on application:	58
Removing Palm Desktop software	59
To remove Palm Desktop software from a Windows computer:	59
To remove Palm Desktop software from a Macintosh:	60
Security	60
In Security, you can do the following:	60
Assigning a password	60
To assign a password:	60
Changing or deleting a password	61
To change or delete your password:	61
Locking your handheld	62
Locking your handheld automatically	62
To set your handheld to lock when you turn it off:	62
To set your handheld to lock at a preset time:	63
To set your handheld to lock after a period of inactivity:	64
Locking your handheld manually	65
To lock and turn off your handheld:	65
Recovering from a forgotten password	65
To delete a forgotten password:	65
Chapter 4: Using Expansion Features	67
Inserting an expansion card	67
Removing an expansion card	68
Opening expansion card applications	68
To open an application on an expansion card:	68
Switching between your handheld and an expansioncard	69
To switch to an expansion card:	69
Copying applications to an expansioncard	69
To copy an application to an expansion card:	69
Deleting applications from an expansioncard	70
To delete applications from an expansion card:	70
Card Info	71
Reviewing card information	71
Renaming a card	72
Formatting a card	72
Card Info menus	72
Card menus	73
Chapter 5: Using Your Basic Applications	75
Overview of basic applications	75
Date Book	75
In Date Book, you can do the following:	75
To open Date Book:	76
Address Book	76
In Address Book, you can do the following:	76
To open Address Book:	77
To Do List	77
In To Do List, you can do the following:	77
To open To Do List:	78
Note Pad	78
In Note Pad, you can do the following:	78
To open Note Pad:	78
Memo Pad	79
In Memo Pad, you can do the following:	79
To open Memo Pad:	79
Calculator	79
In Calculator, you can do the following:	79
To open Calculator:	80
Clock	80
In Clock, you can do the following:	80
To open Clock:	80
Common tasks	80
Creating records	80
To create a record:	80
Editing records	81
Entering text	81
Edit menu	82
To select text in an application:	82
Deleting records	83
To delete a record:	83
Other ways to delete records	83
Purging records	84
To purge records:	84
Exchanging and updating data: HotSync operations	85
Performing a HotSync operation for the first time: Windows	85
To perform a local HotSync operation on a Windows computer:	86
Performing a HotSync operation for the first time: Macintosh	87
To perform a local HotSync operation on a Macintosh:	88
Beaming information	90
To select a business card:	91
To beam a record, business card, or category of records:	91
To beam an application:	91
To receive beamed information:	92
Tips on beaming information	92
Categorizing records	92
System-defined and user-defined categories	93
To move a record into a category:	93
To display a category of records:	94
To define a new category:	94
To rename a category:	95
Finding information	96
Looking up Address Book records	96
To look up an Address Book record:	97
Using Find	97
To use Find:	97
Using Phone Lookup	98
To use Phone Lookup:	98
Phone Lookup tips	99
Sorting lists of records	99
To sort records in To Do List:	100
To sort records in Address Book, Note Pad, and Memo Pad:	100
Making records private	101
Hiding or masking private records	101
To hide all private records:	102
To mask all private records:	102
To display all private records:	103
To unmask individual records:	103
To make a record private:	103
Attaching notes	104
To attach a note to a record:	104
To review or edit a note:	104
To delete a note:	104
Choosing fonts	104
To change the font style:	105
Reviewing Reminders	106
To respond to reminders, do one of the following:	106
Application-specific tasks	107
Date Book	107
Scheduling an event	107
To schedule an event for the current day:	107
To schedule an event for another day:	109
To schedule an untimed event:	110
Rescheduling an event	111
To reschedule an event:	111
Setting an alarm for an event	111
To set an alarm for an event:	111
Scheduling repeating or continuous events	112
To schedule a repeating or continuous event:	113
Changing repeating or continuous events	113
To delete repeating events:	113
Changing the Date Book view	115
To cycle through Day, Week, Month, and Agenda views:	115
To display the current time:	115
Working in Week View	115
To display the Week View:	115
Spotting event conflicts	117
Working in Month View	117
Working in Agenda View	118
To display the Agenda View:	118
Date Book menus, preferences, and display options	119
Record menu	119
Options menu	119
Address Book	121
Creating an Address Book entry	121
To create a new Address Book entry:	122
Selecting types of phone numbers	123
To select other types of phone numbers in an entry:	123
Changing Address Entry details	124
To open the Address Entry Details dialog box:	124
Address Book menus	125
Record menus	125
Options menus	125
To Do List	127
To create a To Do List item:	127
Setting priority	127
To set the priority of a To Do List item:	128
Checking off a To Do List item	128
To check off a To Do List item:	128
Changing To Do List item details	128
To display the To Do Item Details dialog box:	128
Setting a due date	129
To set a due date for a To Do List item:	129
To Do Show Options	130
To change the Show Options settings:	130
To Do List menus	131
Record menu	131
Options menu	131
Note Pad	132
To create a new note:	132
Reviewing notes	132
To review a note:	133
Clearing a note	133
To clear a note:	133
Setting an alarm for a note	133
To set an alarm for a note:	133
Note Pad menus	135
Record menus	135
Options menus	135
Memo Pad	136
To create a new memo:	136
Reviewing memos	136
To review a memo:	137
Memo Pad menus	137
Record menus	137
Options menus	137
Calculator	138
Recent Calculations	139
To display recent calculations:	139
Calculator menus	139
Options menus	140
Clock	140
To view the time:	140
To set an alarm:	140
Clock menus	141
Options menu	141
Chapter 6: Advanced HotSync® Operations	143
Selecting HotSync setup options	143
To set the HotSync options on a Windows computer:	143
To set the HotSync options on a Macintosh:	145
Customizing HotSync application settings	149
To customize HotSync application settings on a Windowscomputer:	149
To customize HotSync application settings on a Macintosh:	150
IR HotSync operations	151
Preparing your computer for infrared communication	152
Configuring HotSync Manager forinfraredcommunication	152
To configure HotSync Manager for infrared communication onaWindowscomputer:	152
To configure HotSync Manager for infrared communication onaMacintosh:	153
Performing an IR HotSync operation	154
To perform an IR HotSync operation:	154
Returning to cradle/cable HotSync operations	155
To return to local serial cradle/cable HotSync operations on a Windowscomputer:	155
To return to local serial cradle/cable HotSync operations onaMacintosh:	155
Conducting a HotSync operation via modem	156
Preparing your computer	156
To prepare your Windows computer for a modem HotSyncoperation:	156
To prepare a Macintosh for a modem HotSync operation:	158
Preparing your handheld	159
To prepare your handheld for a modem HotSync operation:	159
Selecting the conduits for a modem HotSync operation	160
To change the Conduit Setup for a modem HotSync operation:	160
Performing a HotSync operation via a modem	161
To perform a modem HotSync operation:	161
Using File Link	161
Creating a user profile	161
To create a user profile on a Windows computer:	162
To create a user profile on a Macintosh:	163
Performing the first HotSync operation with auserprofile	164
To use a profile for the first-time HotSync operation onaWindowscomputer:	164
To use a profile for the first-time HotSync operation onaMacintosh:	164
Chapter 7: Setting Preferences for Your Handheld	165
Viewing preferences	165
To open the Preferences screens:	165
Buttons preferences	166
To change the Buttons preferences:	166
Pen preferences	167
To change the Pen preferences:	167
HotSync buttons preferences	168
To change the HotSync buttons preferences:	168
Digitizer preferences	169
Formats preferences	169
Country default	169
To set the country default:	169
Time, date, week start, and numbers formats	170
To select the time, date, week start, and numbers format:	170
General preferences	170
Auto-off delay	170
To set the Auto-off delay:	171
System, alarm, and game sounds	171
To set the system and alarm sounds:	171
Beam Receive	171
To change the Beam Receive setting:	171
Date and Time preferences	172
Connection preferences	172
Editing connections	173
To edit the IR to Phone connection:	173
Network preferences and TCP/IP software	174
Selecting a service	175
To select a service:	175
Entering a user name	175
To enter a user name:	175
Entering a password	176
To enter a password:	176
Selecting a connection	176
To select a connection:	177
Adding telephone settings	177
To enter your server phone number:	177
Entering a prefix	178
To enter a prefix:	178
Disabling Call Waiting	178
To disable Call Waiting:	178
Using a calling card	179
To use a calling card:	179
Connecting to your service	179
To establish a connection:	180
To close a connection:	180
Creating additional service templates	180
To add a new service template:	180
To duplicate an existing service template:	180
Adding detailed information to a servicetemplate	180
To select a connection type:	181
Idle timeout	181
To set the Idle timeout:	181
Defining primary and secondary DNS	182
To enter a primary and secondary DNS:	182
IP address	182
To identify dynamic IP addressing:	183
To enter a permanent IP address:	183
Login scripts	183
Creating a login script on your handheld	184
To create a login script:	184
Plug-in applications	186
Deleting a service template	186
To delete a service template:	186
Network preferences menu commands	186
Service menu	187
Options menu	187
TCP/IP troubleshooting	187
Displaying expanded Service Connection Progress messages	187
Viewing the Network Log	187
To view the Network Log:	187
Adding a DNS number	188
Owner preferences	188
To enter the Owner preferences:	188
To unlock the Owner Preferences screen:	189
ShortCuts preferences	189
Creating a ShortCut	189
To create a ShortCut:	189
Editing a ShortCut	190
To edit a ShortCut:	190
Deleting a ShortCut	190
To delete a ShortCut:	190
Appendix A: Maintaining Your Handheld	191
Caring for your handheld	191
Battery considerations	192
Resetting your handheld	193
Performing a soft reset	193
To perform a soft reset:	193
Performing a hard reset	194
To perform a hard reset:	194
To restore your data from a Windows computer afterahardreset:	194
To restore your data from a Macintosh after a hard reset:	196
Appendix B: Frequently Asked Questions	199
Software installation problems	200
Operating problems	201
Tapping and writing problems	203
Application problems	204
HotSync problems	205
Beaming problems	213
Password problems	214
Technical support	215
To find version and memory information:	215
Appendix C: Non-ASCII Characters for Login Scripts	217
Use of ^char	217
Carriage return and line feed	217
Literal characters	217
Examples:	218
Product Regulatory Information	219
Varning	220
Advarsel!	220
Varoitus	220
Advarsel	221
Waarschuwing!	221
Uwaga	221