Section |
Page |
Handbook for Palm™ m500 Series Handhelds |
1 |
Contents |
5 |
About This Book |
11 |
Chapter 1 |
13 |
Introduction to Your Handheld |
13 |
Getting to know your Palm m500 series handheld |
13 |
What is a Palm m500 series handheld? |
13 |
System requirements |
14 |
Minimum requirements: Windows |
14 |
Minimum requirements: Macintosh |
14 |
Optional equipment |
14 |
Palm m500 series components |
15 |
Locating front panel controls |
15 |
Using the backlight |
16 |
To activate the backlight: |
16 |
To turn off the backlight: |
16 |
Using the onscreen contrast control |
17 |
To adjust the contrast: |
17 |
Locating back panel components |
18 |
Upgrading from another Palm OS handheld |
19 |
Preparing to use your handheld |
19 |
To use your handheld and Palm Desktop software, complete the following: |
19 |
Connecting the HotSync cradle |
20 |
Charging your handheld |
21 |
Palm™ Desktop software |
22 |
With Palm Desktop software, you can do the following: |
22 |
Installing Palm Desktop software |
23 |
To install Palm Desktop software on a Windows computer: |
23 |
To install Palm Desktop software on a Macintosh computer: |
24 |
Using your handheld with another PIM |
24 |
Tapping and typing |
25 |
Tap with the stylus to get things done |
25 |
Elements of the handheld interface |
26 |
Opening applications |
27 |
To open an application on your handheld: |
28 |
Using menus |
29 |
To open the menu bar: |
29 |
Choosing a menu |
29 |
Graffiti menu commands |
30 |
Displaying online tips |
31 |
To display an online tip: |
31 |
Entering data |
31 |
Onscreen keyboard |
32 |
Graffiti writing |
33 |
To open Memo Pad: |
33 |
Note Pad |
34 |
Using Palm Desktop software |
34 |
Importing data |
34 |
Using an external keyboard |
35 |
Customizing your handheld |
35 |
To open the Preferences screens: |
35 |
To set the date: |
35 |
To set the time: |
36 |
To set the time zone: |
36 |
To set the daylight saving switch: |
37 |
Chapter 2 |
39 |
Entering Data in Your Handheld |
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 |
41 |
Writing capital letters |
42 |
To draw the first letter of a word as a capital letter: |
42 |
To enter only capital letters (Caps Lock): |
43 |
Writing numbers |
43 |
Graffiti numbers |
43 |
Writing punctuation marks |
44 |
Additional Graffiti punctuation |
44 |
Writing symbols and extended characters |
45 |
Writing accented characters |
45 |
Accent strokes |
46 |
Additional non-English characters |
46 |
Navigation strokes |
46 |
Graffiti ShortCuts |
47 |
Using the onscreen keyboard |
47 |
To use the onscreen keyboard: |
47 |
Using Note Pad |
48 |
To use Note Pad: |
48 |
Using your computer keyboard |
48 |
Importing data |
49 |
Importing data from a Windows computer |
49 |
To import data from a Windows computer: |
49 |
Importing data from a Macintosh |
50 |
To import data from a Macintosh: |
51 |
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: |
54 |
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 handheld using a Windows computer: |
56 |
To install add-on software on your handheld using a Macintosh: |
58 |
Removing applications |
60 |
To remove an add-on application: |
60 |
Removing Palm Desktop software |
61 |
To remove Palm Desktop software from a Windows computer: |
61 |
To remove Palm Desktop software from a Macintosh: |
61 |
Security |
62 |
In Security, you can do the following: |
62 |
Assigning a password |
62 |
To assign a password: |
62 |
Changing or deleting a password |
63 |
To change or delete your password: |
63 |
Locking your handheld |
64 |
Locking your handheld automatically |
64 |
To set your handheld to lock when you turn it off: |
64 |
To set your handheld to lock at a preset time: |
65 |
To set your handheld to lock after a period of inactivity: |
65 |
Locking your handheld manually |
66 |
To lock and turn off your handheld: |
66 |
Recovering from a forgotten password |
66 |
To delete a forgotten password: |
67 |
Chapter 4 |
69 |
Using Expansion Features |
69 |
Inserting an expansion card |
69 |
Removing an expansion card |
70 |
Opening expansion card applications |
70 |
To open an application on an expansion card: |
70 |
Switching between your handheld and an expansion card |
71 |
To switch to an expansion card: |
71 |
Copying applications to an expansion card |
71 |
To copy an application to an expansion card: |
71 |
Deleting applications from an expansion card |
72 |
To delete applications from an expansion card: |
72 |
Card Info |
73 |
Reviewing card information |
73 |
Renaming a card |
74 |
Formatting a card |
74 |
Card Info menus |
74 |
Card menus |
74 |
Chapter 5 |
77 |
Using Your Basic Applications |
77 |
Overview of basic applications |
77 |
Date Book |
77 |
In Date Book, you can do the following: |
77 |
To open Date Book: |
78 |
Address Book |
78 |
In Address Book, you can do the following: |
78 |
To open Address Book: |
79 |
To Do List |
79 |
In To Do List, you can do the following: |
79 |
To open To Do List: |
80 |
Note Pad |
80 |
In Note Pad, you can do the following: |
80 |
To open Note Pad: |
80 |
Memo Pad |
81 |
In Memo Pad, you can do the following: |
81 |
To open Memo Pad: |
81 |
Calculator |
81 |
In Calculator, you can do the following: |
81 |
To open Calculator: |
82 |
Expense |
82 |
In Expense, you can do the following: |
82 |
To open Expense: |
82 |
Clock |
82 |
In Clock, you can do the following: |
82 |
To open Clock: |
83 |
Common tasks |
83 |
Creating records |
83 |
To create a record: |
83 |
Editing records |
83 |
Entering text |
84 |
Edit menu |
84 |
To select text in an application: |
84 |
Deleting records |
85 |
To delete a record: |
85 |
Other ways to delete records |
86 |
Purging records |
86 |
To purge records: |
87 |
Exchanging and updating data: HotSync operations |
87 |
Performing a HotSync operation for the first time: Windows |
88 |
To perform a local HotSync operation on a Windows computer: |
88 |
Performing a HotSync operation for the first time: Macintosh |
90 |
To perform a local HotSync operation on a Macintosh: |
91 |
Categorizing records |
92 |
System-defined and user-defined categories |
92 |
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 |
Looking up names to add to expense records |
99 |
To add names to an Expense record: |
99 |
Sorting lists of records |
100 |
To sort records in To Do List and Expense: |
100 |
To sort records in Address Book, Note Pad, and Memo Pad: |
101 |
Making records private |
102 |
Hiding or masking private records |
102 |
To hide all private records: |
102 |
To mask all private records: |
103 |
To display all private records: |
103 |
To unmask individual records: |
104 |
To make a record private: |
104 |
Attaching notes |
104 |
To attach a note to a record: |
104 |
To review or edit a note: |
105 |
To delete a note: |
105 |
Choosing fonts |
105 |
To change the font style: |
106 |
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 |
113 |
To schedule a repeating or continuous event: |
113 |
Changing repeating or continuous events |
114 |
To delete repeating events: |
114 |
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: |
116 |
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: |
132 |
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 |
135 |
To create a new memo: |
135 |
Reviewing memos |
136 |
To review a memo: |
136 |
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 |
Expense |
142 |
To create an Expense item: |
142 |
Changing the date of an Expense item |
143 |
To change the date of an Expense item: |
143 |
Entering receipt details |
144 |
To open the Receipt Details dialog box: |
144 |
Customizing the Currency pick list |
145 |
To customize the Currency pick list: |
145 |
To change your default currency: |
145 |
Defining a custom currency symbol |
146 |
To define a custom currency symbol: |
146 |
Show Options |
147 |
To open the Show Options dialog box: |
147 |
Transferring your data to Microsoft Excel |
147 |
Displaying the euro on your desktop computer |
148 |
Printing the euro |
148 |
Creating or printing an expense report |
148 |
To create or print an expense report: |
148 |
Using expense report templates |
149 |
To view your expense data using a Microsoft Excel template: |
150 |
Expense menus |
151 |
Record menu |
151 |
Options menu |
151 |
Chapter 6 |
153 |
Communicating Using Your Handheld |
153 |
Managing desktop E-Mail away from your desk |
153 |
In Mail, you can do the following: |
154 |
Setting up Mail on the desktop |
154 |
To set up Mail on a Windows computer: |
155 |
To select HotSync options: |
155 |
To change your Mail setup options: |
156 |
Synchronizing Mail with your E-Mail application |
156 |
Opening the Mail application on your handheld |
156 |
To open Mail: |
156 |
Viewing e-mail items |
156 |
To open an e-mail item: |
157 |
To close an e-mail item: |
157 |
Displaying full header information |
157 |
To display full header information: |
157 |
Creating e-mail items |
157 |
To create an e-mail item: |
158 |
To reply to an e-mail item: |
159 |
Looking up an address |
160 |
To look up an e-mail address: |
160 |
Adding details to e-mail items |
161 |
Setting a priority |
162 |
To set a priority for your e-mail item: |
162 |
Sending a blind carbon copy |
162 |
To add a BCC field to your e-mail item: |
162 |
Adding a signature to your e-mail item |
163 |
To create a signature: |
163 |
To add a signature to your e-mail item: |
163 |
Requesting confirmations |
164 |
To receive a confirmation when your e-mail item is read: |
164 |
To receive a confirmation when your e-mail item is delivered: |
164 |
Storing e-mail to be sent later |
164 |
To send e-mail: |
164 |
Editing unsent e-mail |
164 |
To retrieve an e-mail item: |
165 |
Draft e-mail |
165 |
To save an e-mail item as a draft: |
165 |
To edit an e-mail item saved as a draft: |
166 |
Filing e-mail |
166 |
To file e-mail: |
166 |
To remove e-mail from the Filed folder: |
166 |
Deleting e-mail |
167 |
To delete e-mail: |
167 |
Removing e-mail from the Deleted folder |
167 |
To remove an e-mail item you received from the Deleted folder: |
167 |
To remove an e-mail item you created from the Deleted folder: |
167 |
Purging deleted e-mail |
167 |
To purge the contents of the Deleted folder: |
168 |
Message list options |
168 |
Folders |
168 |
To select a folder: |
168 |
Date column |
168 |
To show the Date column: |
168 |
Sorting the Message list |
169 |
To sort the Message list: |
169 |
HotSync options |
169 |
To open the HotSync Options dialog box: |
170 |
Creating special filters |
171 |
To access the special filter settings: |
171 |
Ignoring or receiving e-mail |
172 |
To define whether to ignore or receive e-mail: |
172 |
Defining filter strings |
173 |
To define a filter string: |
174 |
High-priority e-mail |
174 |
To retrieve high-priority e-mail items: |
174 |
Truncating e-mail items |
175 |
To truncate e-mail items: |
175 |
Mail menus |
176 |
Message menus |
176 |
Options menus |
176 |
Beaming information |
177 |
To select a business card: |
177 |
To beam a record, business card, or category of records: |
177 |
To beam an application: |
178 |
To receive beamed information: |
178 |
Tips on beaming information |
179 |
Chapter 7 |
181 |
Advanced HotSync® Operations |
181 |
Selecting HotSync setup options |
181 |
To set the HotSync options on a Windows computer: |
181 |
To set the HotSync options on a Macintosh: |
184 |
Customizing HotSync application settings |
188 |
To customize HotSync application settings on a Windows computer: |
188 |
To customize HotSync application settings on a Macintosh: |
189 |
IR HotSync operations |
191 |
Preparing your computer for infrared communication |
191 |
Preparing your Macintosh computer for infrared communication |
191 |
To install the extensions for infrared communication on a Macintosh: |
192 |
Configuring HotSync Manager for infrared communication |
192 |
To configure HotSync Manager for infrared communication on a Windows computer: |
192 |
To configure HotSync Manager for infrared communication on a Macintosh: |
193 |
Performing an IR HotSync operation |
194 |
To perform an IR HotSync operation: |
194 |
Returning to cradle HotSync operations |
195 |
To return to local Serial cradle HotSync operations on a Windows computer: |
195 |
To return to local serial cradle HotSync operations on a Macintosh: |
195 |
Conducting a HotSync operation via modem |
196 |
Preparing your computer |
196 |
To prepare your Windows computer for a modem HotSync operation: |
196 |
To prepare a Macintosh for a modem HotSync operation: |
198 |
Preparing your handheld |
199 |
To prepare your handheld for a modem HotSync operation: |
199 |
Selecting the conduits for a modem HotSync operation |
200 |
To change the Conduit Setup for a modem HotSync operation: |
200 |
Performing a HotSync operation via a modem |
201 |
To perform a modem HotSync operation: |
201 |
Conducting a HotSync operation via a network |
202 |
Connecting to your company’s dial-in server |
202 |
To prepare your computer for a network HotSync operation: |
202 |
To prepare your handheld for a network HotSync operation: |
203 |
Performing a network HotSync operation |
205 |
To perform a network Hotsync operation: |
205 |
Using File Link |
205 |
Creating a user profile |
206 |
To create a user profile on a Windows computer: |
206 |
To create a user profile on a Macintosh: |
207 |
To use a profile for the first-time HotSync operation on a Windows computer: |
207 |
To use a profile for the first-time HotSync operation on a Macintosh: |
208 |
Chapter 8 |
209 |
Setting Preferences for Your Handheld |
209 |
Viewing preferences |
210 |
To open the Preferences screens: |
210 |
Buttons preferences |
210 |
To change the Buttons preferences: |
210 |
Pen preferences |
211 |
To change the Pen preferences: |
211 |
HotSync buttons preferences |
212 |
To change the HotSync buttons preferences: |
212 |
Digitizer preferences |
213 |
Formats preferences |
213 |
Country default |
213 |
To set the country default: |
213 |
Time, date, week start, and numbers formats |
214 |
To select the time, date, week start, and numbers format: |
214 |
General preferences |
214 |
Auto-off delay |
214 |
To set the Auto-off delay: |
214 |
Cradle settings |
214 |
To change the cradle setting: |
215 |
System, alarm, and game sounds |
215 |
To set the system and alarm sounds: |
215 |
Alarm Vibrate and LED settings |
215 |
To set Alarm Vibrate and LED switches: |
215 |
Beam Receive |
216 |
To change the Beam Receive setting: |
216 |
Date and Time preferences |
216 |
Connection preferences |
216 |
Editing connections |
217 |
To edit the IR to Phone connection: |
217 |
Network preferences and TCP/IP software |
219 |
Selecting a service |
219 |
To select a service: |
219 |
Entering a user name |
220 |
To enter a user name: |
220 |
Entering a password |
220 |
To enter a password: |
221 |
Selecting a connection |
221 |
To select a connection: |
221 |
Adding telephone settings |
222 |
To enter your server phone number: |
222 |
Entering a prefix |
222 |
To enter a prefix: |
222 |
Disabling Call Waiting |
223 |
To disable Call Waiting: |
223 |
Using a calling card |
224 |
To use a calling card: |
224 |
Connecting to your service |
224 |
To establish a connection: |
224 |
To close a connection: |
225 |
Creating additional service templates |
225 |
To add a new service template: |
225 |
To duplicate an existing service template: |
225 |
Adding detailed information to a service template |
225 |
To select a connection type: |
225 |
Idle timeout |
226 |
To set the Idle timeout: |
226 |
Defining primary and secondary DNS |
227 |
To enter a primary and secondary DNS: |
227 |
IP address |
227 |
To identify dynamic IP addressing: |
228 |
To enter a permanent IP address: |
228 |
Login scripts |
228 |
Creating a login script on your handheld |
229 |
To create a login script: |
229 |
Plug-in applications |
231 |
Deleting a service template |
231 |
To delete a service template: |
231 |
Network preferences menu commands |
231 |
Service menu |
231 |
Options menu |
232 |
TCP/IP troubleshooting |
232 |
Displaying expanded Service Connection Progress messages |
232 |
Viewing the Network Log |
232 |
To view the Network Log: |
232 |
Adding a DNS number |
232 |
Owner preferences |
233 |
To enter the Owner preferences: |
233 |
To unlock the Owner Preferences screen: |
233 |
ShortCuts preferences |
233 |
Creating a ShortCut |
234 |
To create a ShortCut: |
234 |
Editing a ShortCut |
235 |
To edit a ShortCut: |
235 |
Deleting a ShortCut |
235 |
To delete a ShortCut: |
235 |
Appendix A |
237 |
Maintaining Your Handheld |
237 |
Caring for your handheld |
237 |
Battery considerations |
238 |
Resetting your handheld |
239 |
Performing a soft reset |
239 |
To perform a soft reset: |
239 |
Performing a hard reset |
240 |
To perform a hard reset: |
240 |
To restore your data from a Windows computer after a hard reset: |
240 |
To restore your data from a Macintosh after a hard reset: |
242 |
Appendix B |
243 |
Frequently Asked Questions |
243 |
Software installation problems |
244 |
Operating problems |
245 |
Tapping and writing problems |
247 |
Application problems |
248 |
HotSync problems |
249 |
Beaming problems |
256 |
Recharging problems |
257 |
Password problems |
257 |
Technical support |
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 |
261 |
Analyzing your custom Expense Report |
262 |
Perform the following before you begin a custom mapping table: |
262 |
Programming the mapping table |
263 |
To program a new custom mapping table: |
263 |
Using applications other than Microsoft Excel |
267 |
Expense file details |
268 |
Appendix D |
269 |
Non-ASCII Characters for Login Scripts |
269 |
Use of ^char |
269 |
Carriage return and line feed |
269 |
Literal characters |
269 |
Examples: |
270 |
Product Regulatory Information |
271 |
FCC Statement |
271 |
Canadian ICES-003 Statement |
272 |
CE Compliance Statement |
272 |
Battery Warning |
272 |
Varning |
272 |
Advarsel! |
272 |
Varoitus |
272 |
Advarsel |
273 |
Waarschuwing! |
273 |
Uwaga |
273 |