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Handbook for Palm™ m500 Series Handhelds
Contents
About This Book
Chapter 1
Introduction to Your Handheld
Getting to know your Palm m500 series handheld
What is a Palm m500 series handheld?
System requirements
Minimum requirements: Windows
Minimum requirements: Macintosh
Optional equipment
Palm m500 series components
Locating front panel controls
Using the backlight
To activate the backlight:
To turn off the backlight:
Using the onscreen contrast control
To adjust the contrast:
Locating back panel components
Upgrading from another Palm OS handheld
Preparing to use your handheld
To use your handheld and Palm Desktop software, complete the following:
Connecting the HotSync cradle
Charging your handheld
Palm™ Desktop software
With Palm Desktop software, you can do the following:
Installing Palm Desktop software
To install Palm Desktop software on a Windows computer:
To install Palm Desktop software on a Macintosh computer:
Using your handheld with another PIM
Tapping and typing
Tap with the stylus to get things done
Elements of the handheld interface
Opening applications
To open an application on your handheld:
Using menus
To open the menu bar:
Choosing a menu
Graffiti menu commands
Displaying online tips
To display an online tip:
Entering data
Onscreen keyboard
Graffiti writing
To open Memo Pad:
Note Pad
Using Palm Desktop software
Importing data
Using an external keyboard
Customizing your handheld
To open the Preferences screens:
To set the date:
To set the time:
To set the time zone:
To set the daylight saving switch:
Chapter 2
Entering Data in Your Handheld
Using Graffiti writing to enter data
Writing Graffiti characters
There are four basic concepts for success with Graffiti writing:
To write Graffiti letters:
Graffiti tips
The Graffiti® alphabet
Writing capital letters
To draw the first letter of a word as a capital letter:
To enter only capital letters (Caps Lock):
Writing numbers
Graffiti numbers
Writing punctuation marks
Additional Graffiti punctuation
Writing symbols and extended characters
Writing accented characters
Accent strokes
Additional non-English characters
Navigation strokes
Graffiti ShortCuts
Using the onscreen keyboard
To use the onscreen keyboard:
Using Note Pad
To use Note Pad:
Using your computer keyboard
Importing data
Importing data from a Windows computer
To import data from a Windows computer:
Importing data from a Macintosh
To import data from a Macintosh:
Chapter 3
Managing Your Applications
Using the Applications Launcher
Selecting applications
Switching between applications
Categorizing applications
To categorize an application:
To display applications by category:
Changing the Applications Launcher display
To change the Applications Launcher display:
To open the Applications Launcher to the last opened category:
Choosing preferences
To change preferences for an application:
Installing and removing applications
Installing add-on applications
To install add-on software on your handheld using a Windows computer:
To install add-on software on your handheld using a Macintosh:
Removing applications
To remove an add-on application:
Removing Palm Desktop software
To remove Palm Desktop software from a Windows computer:
To remove Palm Desktop software from a Macintosh:
Security
In Security, you can do the following:
Assigning a password
To assign a password:
Changing or deleting a password
To change or delete your password:
Locking your handheld
Locking your handheld automatically
To set your handheld to lock when you turn it off:
To set your handheld to lock at a preset time:
To set your handheld to lock after a period of inactivity:
Locking your handheld manually
To lock and turn off your handheld:
Recovering from a forgotten password
To delete a forgotten password:
Chapter 4
Using Expansion Features
Inserting an expansion card
Removing an expansion card
Opening expansion card applications
To open an application on an expansion card:
Switching between your handheld and an expansion card
To switch to an expansion card:
Copying applications to an expansion card
To copy an application to an expansion card:
Deleting applications from an expansion card
To delete applications from an expansion card:
Card Info
Reviewing card information
Renaming a card
Formatting a card
Card Info menus
Card menus
Chapter 5
Using Your Basic Applications
Overview of basic applications
Date Book
In Date Book, you can do the following:
To open Date Book:
Address Book
In Address Book, you can do the following:
To open Address Book:
To Do List
In To Do List, you can do the following:
To open To Do List:
Note Pad
In Note Pad, you can do the following:
To open Note Pad:
Memo Pad
In Memo Pad, you can do the following:
To open Memo Pad:
Calculator
In Calculator, you can do the following:
To open Calculator:
Expense
In Expense, you can do the following:
To open Expense:
Clock
In Clock, you can do the following:
To open Clock:
Common tasks
Creating records
To create a record:
Editing records
Entering text
Edit menu
To select text in an application:
Deleting records
To delete a record:
Other ways to delete records
Purging records
To purge records:
Exchanging and updating data: HotSync operations
Performing a HotSync operation for the first time: Windows
To perform a local HotSync operation on a Windows computer:
Performing a HotSync operation for the first time: Macintosh
To perform a local HotSync operation on a Macintosh:
Categorizing records
System-defined and user-defined categories
To move a record into a category:
To display a category of records:
To define a new category:
To rename a category:
Finding information
Looking up Address Book records
To look up an Address Book record:
Using Find
To use Find:
Using Phone Lookup
To use Phone Lookup:
Phone Lookup tips
Looking up names to add to expense records
To add names to an Expense record:
Sorting lists of records
To sort records in To Do List and Expense:
To sort records in Address Book, Note Pad, and Memo Pad:
Making records private
Hiding or masking private records
To hide all private records:
To mask all private records:
To display all private records:
To unmask individual records:
To make a record private:
Attaching notes
To attach a note to a record:
To review or edit a note:
To delete a note:
Choosing fonts
To change the font style:
Reviewing Reminders
To respond to reminders, do one of the following:
Application-specific tasks
Date Book
Scheduling an event
To schedule an event for the current day:
To schedule an event for another day:
To schedule an untimed event:
Rescheduling an event
To reschedule an event:
Setting an alarm for an event
To set an alarm for an event:
Scheduling repeating or continuous events
To schedule a repeating or continuous event:
Changing repeating or continuous events
To delete repeating events:
Changing the Date Book view
To cycle through Day, Week, Month, and Agenda views:
To display the current time:
Working in Week View
To display the Week View:
Spotting event conflicts
Working in Month View
Working in Agenda View
To display the Agenda View:
Date Book menus, preferences, and display options
Record menu
Options menu
Address Book
Creating an Address Book entry
To create a new Address Book entry:
Selecting types of phone numbers
To select other types of phone numbers in an entry:
Changing Address Entry details
To open the Address Entry Details dialog box:
Address Book menus
Record menus
Options menus
To Do List
To create a To Do List item:
Setting priority
To set the priority of a To Do List item:
Checking off a To Do List item
To check off a To Do List item:
Changing To Do List item details
To display the To Do Item Details dialog box:
Setting a due date
To set a due date for a To Do List item:
To Do Show Options
To change the Show Options settings:
To Do List menus
Record menu
Options menu
Note Pad
To create a new note:
Reviewing notes
To review a note:
Setting an alarm for a note
To set an alarm for a note:
Note Pad menus
Record menus
Options menus
Memo Pad
To create a new memo:
Reviewing memos
To review a memo:
Memo Pad menus
Record menus
Options menus
Calculator
Recent Calculations
To display recent calculations:
Calculator menus
Options menus
Clock
To view the time:
To set an alarm:
Clock menus
Options menu
Expense
To create an Expense item:
Changing the date of an Expense item
To change the date of an Expense item:
Entering receipt details
To open the Receipt Details dialog box:
Customizing the Currency pick list
To customize the Currency pick list:
To change your default currency:
Defining a custom currency symbol
To define a custom currency symbol:
Show Options
To open the Show Options dialog box:
Transferring your data to Microsoft Excel
Displaying the euro on your desktop computer
Printing the euro
Creating or printing an expense report
To create or print an expense report:
Using expense report templates
To view your expense data using a Microsoft Excel template:
Expense menus
Record menu
Options menu
Chapter 6
Communicating Using Your Handheld
Managing desktop E-Mail away from your desk
In Mail, you can do the following:
Setting up Mail on the desktop
To set up Mail on a Windows computer:
To select HotSync options:
To change your Mail setup options:
Synchronizing Mail with your E-Mail application
Opening the Mail application on your handheld
To open Mail:
Viewing e-mail items
To open an e-mail item:
To close an e-mail item:
Displaying full header information
To display full header information:
Creating e-mail items
To create an e-mail item:
To reply to an e-mail item:
Looking up an address
To look up an e-mail address:
Adding details to e-mail items
Setting a priority
To set a priority for your e-mail item:
Sending a blind carbon copy
To add a BCC field to your e-mail item:
Adding a signature to your e-mail item
To create a signature:
To add a signature to your e-mail item:
Requesting confirmations
To receive a confirmation when your e-mail item is read:
To receive a confirmation when your e-mail item is delivered:
Storing e-mail to be sent later
To send e-mail:
Editing unsent e-mail
To retrieve an e-mail item:
Draft e-mail
To save an e-mail item as a draft:
To edit an e-mail item saved as a draft:
Filing e-mail
To file e-mail:
To remove e-mail from the Filed folder:
Deleting e-mail
To delete e-mail:
Removing e-mail from the Deleted folder
To remove an e-mail item you received from the Deleted folder:
To remove an e-mail item you created from the Deleted folder:
Purging deleted e-mail
To purge the contents of the Deleted folder:
Message list options
Folders
To select a folder:
Date column
To show the Date column:
Sorting the Message list
To sort the Message list:
HotSync options
To open the HotSync Options dialog box:
Creating special filters
To access the special filter settings:
Ignoring or receiving e-mail
To define whether to ignore or receive e-mail:
Defining filter strings
To define a filter string:
High-priority e-mail
To retrieve high-priority e-mail items:
Truncating e-mail items
To truncate e-mail items:
Mail menus
Message menus
Options menus
Beaming information
To select a business card:
To beam a record, business card, or category of records:
To beam an application:
To receive beamed information:
Tips on beaming information
Chapter 7
Advanced HotSync® Operations
Selecting HotSync setup options
To set the HotSync options on a Windows computer:
To set the HotSync options on a Macintosh:
Customizing HotSync application settings
To customize HotSync application settings on a Windows computer:
To customize HotSync application settings on a Macintosh:
IR HotSync operations
Preparing your computer for infrared communication
Preparing your Macintosh computer for infrared communication
To install the extensions for infrared communication on a Macintosh:
Configuring HotSync Manager for infrared communication
To configure HotSync Manager for infrared communication on a Windows computer:
To configure HotSync Manager for infrared communication on a Macintosh:
Performing an IR HotSync operation
To perform an IR HotSync operation:
Returning to cradle HotSync operations
To return to local Serial cradle HotSync operations on a Windows computer:
To return to local serial cradle HotSync operations on a Macintosh:
Conducting a HotSync operation via modem
Preparing your computer
To prepare your Windows computer for a modem HotSync operation:
To prepare a Macintosh for a modem HotSync operation:
Preparing your handheld
To prepare your handheld for a modem HotSync operation:
Selecting the conduits for a modem HotSync operation
To change the Conduit Setup for a modem HotSync operation:
Performing a HotSync operation via a modem
To perform a modem HotSync operation:
Conducting a HotSync operation via a network
Connecting to your company’s dial-in server
To prepare your computer for a network HotSync operation:
To prepare your handheld for a network HotSync operation:
Performing a network HotSync operation
To perform a network Hotsync operation:
Using File Link
Creating a user profile
To create a user profile on a Windows computer:
To create a user profile on a Macintosh:
To use a profile for the first-time HotSync operation on a Windows computer:
To use a profile for the first-time HotSync operation on a Macintosh:
Chapter 8
Setting Preferences for Your Handheld
Viewing preferences
To open the Preferences screens:
Buttons preferences
To change the Buttons preferences:
Pen preferences
To change the Pen preferences:
HotSync buttons preferences
To change the HotSync buttons preferences:
Digitizer preferences
Formats preferences
Country default
To set the country default:
Time, date, week start, and numbers formats
To select the time, date, week start, and numbers format:
General preferences
Auto-off delay
To set the Auto-off delay:
Cradle settings
To change the cradle setting:
System, alarm, and game sounds
To set the system and alarm sounds:
Alarm Vibrate and LED settings
To set Alarm Vibrate and LED switches:
Beam Receive
To change the Beam Receive setting:
Date and Time preferences
Connection preferences
Editing connections
To edit the IR to Phone connection:
Network preferences and TCP/IP software
Selecting a service
To select a service:
Entering a user name
To enter a user name:
Entering a password
To enter a password:
Selecting a connection
To select a connection:
Adding telephone settings
To enter your server phone number:
Entering a prefix
To enter a prefix:
Disabling Call Waiting
To disable Call Waiting:
Using a calling card
To use a calling card:
Connecting to your service
To establish a connection:
To close a connection:
Creating additional service templates
To add a new service template:
To duplicate an existing service template:
Adding detailed information to a service template
To select a connection type:
Idle timeout
To set the Idle timeout:
Defining primary and secondary DNS
To enter a primary and secondary DNS:
IP address
To identify dynamic IP addressing:
To enter a permanent IP address:
Login scripts
Creating a login script on your handheld
To create a login script:
Plug-in applications
Deleting a service template
To delete a service template:
Network preferences menu commands
Service menu
Options menu
TCP/IP troubleshooting
Displaying expanded Service Connection Progress messages
Viewing the Network Log
To view the Network Log:
Adding a DNS number
Owner preferences
To enter the Owner preferences:
To unlock the Owner Preferences screen:
ShortCuts preferences
Creating a ShortCut
To create a ShortCut:
Editing a ShortCut
To edit a ShortCut:
Deleting a ShortCut
To delete a ShortCut:
Appendix A
Maintaining Your Handheld
Caring for your handheld
Battery considerations
Resetting your handheld
Performing a soft reset
To perform a soft reset:
Performing a hard reset
To perform a hard reset:
To restore your data from a Windows computer after a hard reset:
To restore your data from a Macintosh after a hard reset:
Appendix B
Frequently Asked Questions
Software installation problems
Operating problems
Tapping and writing problems
Application problems
HotSync problems
Beaming problems
Recharging problems
Password problems
Technical support
To find version and memory information:
Appendix C
Creating a Custom Expense Report
About mapping tables
Customizing existing sample templates
To customize a sample Expense Report template:
Determining the layout of the Expense Report
Labels
Sections
Analyzing your custom Expense Report
Perform the following before you begin a custom mapping table:
Programming the mapping table
To program a new custom mapping table:
Using applications other than Microsoft Excel
Expense file details
Appendix D
Non-ASCII Characters for Login Scripts
Use of ^char
Carriage return and line feed
Literal characters
Examples:
Product Regulatory Information
FCC Statement
Canadian ICES-003 Statement
CE Compliance Statement
Battery Warning
Varning
Advarsel!
Varoitus
Advarsel
Waarschuwing!
Uwaga
Index
Handbook for Palm™ m500 Series Handhelds
Page ii Handbook for Palm™ m500 Series Handhelds
Copyright Copyright © 1998-2001 Palm, or its subsidiaries. All rights reserved. Graffiti, HotSync, PalmConnect, and Palm OS are registered trademarks, and the HotSync logo, Palm, PalmModem, and the Palm logo are trademarks of Palm, Inc. or its subsidiaries. Other product and brand names may be trademarks or registered trademarks of their respective owners. Disclaimer and Limitation of Liability Palm, Inc. and its subsidiaries assume no responsibility for any damage or loss resulting from the use of this handbook. Palm, Inc. and its subsidiaries assume no responsibility for any loss or claims by third parties which may arise through the use of this software. Palm, Inc. and its subsidiaries assume no responsibility for any damage or loss caused by deletion of data as a result of malfunction, dead battery, or repairs. Be sure to make backup copies of all important data on other media to protect against data loss. Important: Please read the End User Software License Agreement with this product be- fore using the accompanying software program(s). Using any part of the software indi- cates that you accept the terms of the End User Software License Agreement. HotSync® Cradle and Adapters and Software Download Available The HotSync® cradle supplied with your handheld fits a USB connector. If you do not have a USB port available on your computer, you can order a 9-pin serial cradle and the following types of adapters: 25-pin serial adapter (for use with Windows computers), or a Macintosh serial adapter. To order a HotSync cradle or adapters, go to the web site: http://www.palm.com. Palm™ Desktop software is supplied on a CD-ROM disc. If you do not have access to a CD-ROM drive for your computer, you can download the Palm Desktop software from http://www.palm.com. P/N: 406-2907-A-US Page iii
Page iv Handbook for Palm™ m500 Series Handhelds
Contents About This Book:.............................................................1 Chapter 1: Introduction to Your Handheld ......................3 Getting to know your Palm m500 series handheld ..........................3 What is a Palm m500 series handheld?...........................................3 System requirements .........................................................................4 Palm m500 series components ........................................................ 5 Upgrading from another Palm OS handheld....................................9 Preparing to use your handheld .........................................................9 Connecting the HotSync cradle..................................................... 10 Charging your handheld................................................................ 11 Palm™ Desktop software .............................................................. 12 Using your handheld with another PIM ..................................... 14 Tapping and typing ............................................................................15 Tap with the stylus to get things done......................................... 15 Elements of the handheld interface .............................................. 16 Opening applications ..................................................................... 17 Using menus .................................................................................... 19 Entering data.................................................................................... 21 Customizing your handheld..............................................................25 Chapter 2: Entering Data in Your Handheld ..................29 Using Graffiti writing to enter data ..................................................29 Writing Graffiti characters..............................................................29 Graffiti tips .......................................................................................31 The Graffiti® alphabet ....................................................................31 Writing capital letters .....................................................................32 Writing numbers .............................................................................33 Graffiti numbers ..............................................................................33 Writing punctuation marks ...........................................................34 Additional Graffiti punctuation ....................................................34 Writing symbols and extended characters ..................................35 Writing accented characters ..........................................................35 Accent strokes ..................................................................................36 Additional non-English characters ...............................................36 Navigation strokes ..........................................................................36 Graffiti ShortCuts ............................................................................37 Using the onscreen keyboard ............................................................37 Using Note Pad....................................................................................38 Using your computer keyboard ........................................................38 Importing data .....................................................................................39 Contents Page v
Importing data from a Windows computer ............................... 39 Importing data from a Macintosh ................................................ 40 Chapter 3: Managing Your Applications .......................43 Using the Applications Launcher..................................................... 43 Selecting applications ..................................................................... 43 Switching between applications ................................................... 43 Categorizing applications .............................................................. 43 Changing the Applications Launcher display ............................ 44 Choosing preferences ......................................................................... 45 Installing and removing applications .............................................. 46 Installing add-on applications ...................................................... 46 Removing applications .................................................................. 50 Removing Palm Desktop software ............................................... 51 Security................................................................................................. 52 Assigning a password .................................................................... 52 Changing or deleting a password ................................................ 53 Locking your handheld ................................................................. 54 Recovering from a forgotten password ....................................... 56 Chapter 4: Using Expansion Features............................59 Inserting an expansion card .............................................................. 59 Removing an expansion card............................................................ 60 Opening expansion card applications ............................................. 60 Switching between your handheld and an expansion card ......... 61 Copying applications to an expansion card.................................... 61 Deleting applications from an expansion card............................... 62 Card Info .............................................................................................. 63 Reviewing card information ......................................................... 63 Renaming a card ............................................................................. 64 Formatting a card ........................................................................... 64 Card Info menus ............................................................................. 64 Chapter 5: Using Your Basic Applications ....................67 Overview of basic applications......................................................... 67 Date Book ......................................................................................... 67 Address Book .................................................................................. 68 To Do List ......................................................................................... 69 Note Pad ........................................................................................... 70 Memo Pad ........................................................................................ 71 Calculator ......................................................................................... 71 Expense ............................................................................................ 72 Clock ................................................................................................. 72 Common tasks..................................................................................... 73 Page vi Handbook for the Palm™ m500 Series Handheld
Creating records ..............................................................................73 Editing records ................................................................................73 Deleting records ..............................................................................75 Purging records ...............................................................................76 Exchanging and updating data: HotSync operations ................77 Categorizing records ......................................................................82 Finding information ........................................................................86 Sorting lists of records ....................................................................90 Making records private ..................................................................92 Attaching notes ................................................................................94 Choosing fonts .................................................................................95 Reviewing Reminders ....................................................................96 Application-specific tasks ..................................................................97 Date Book .........................................................................................97 Address Book .................................................................................111 To Do List .......................................................................................117 Note Pad .........................................................................................122 Memo Pad ......................................................................................125 Calculator .......................................................................................128 Clock ...............................................................................................130 Expense ...........................................................................................132 Chapter 6: Communicating Using Your Handheld.......143 Managing desktop E-Mail away from your desk.........................143 Setting up Mail on the desktop ...................................................144 Synchronizing Mail with your E-Mail application ..................146 Opening the Mail application on your handheld .....................146 Viewing e-mail items ....................................................................146 Creating e-mail items ....................................................................147 Looking up an address .................................................................150 Adding details to e-mail items ....................................................151 Storing e-mail to be sent later ......................................................154 Editing unsent e-mail ...................................................................154 Draft e-mail ....................................................................................155 Filing e-mail ...................................................................................156 Deleting e-mail ..............................................................................157 Removing e-mail from the Deleted folder .................................157 Purging deleted e-mail .................................................................157 Message list options ......................................................................158 HotSync options ............................................................................159 Creating special filters ..................................................................161 Truncating e-mail items ...............................................................165 Mail menus .....................................................................................166 Beaming information ........................................................................167 Contents Page vii
Chapter 7: Advanced HotSync® Operations ...............171 Selecting HotSync setup options .................................................... 171 Customizing HotSync application settings................................... 178 IR HotSync operations ..................................................................... 181 Preparing your computer for infrared communication .......... 181 Configuring HotSync Manager for infrared communication 182 Performing an IR HotSync operation ........................................ 184 Returning to cradle HotSync operations ................................... 185 Conducting a HotSync operation via modem .............................. 186 Preparing your computer ............................................................ 186 Preparing your handheld ............................................................ 189 Selecting the conduits for a modem HotSync operation ........ 190 Performing a HotSync operation via a modem ........................ 191 Conducting a HotSync operation via a network.......................... 192 Connecting to your company’s dial-in server .......................... 192 Performing a network HotSync operation ................................ 195 Using File Link .................................................................................. 195 Creating a user profile...................................................................... 196 Chapter 8: Setting Preferences for Your Handheld.....199 Viewing preferences ......................................................................... 200 Buttons preferences .......................................................................... 200 Pen preferences ............................................................................. 201 HotSync buttons preferences ...................................................... 202 Digitizer preferences ........................................................................ 203 Formats preferences ......................................................................... 203 Country default ............................................................................. 203 Time, date, week start, and numbers formats .......................... 204 General preferences .......................................................................... 204 Auto-off delay ............................................................................... 204 Cradle settings ............................................................................... 204 System, alarm, and game sounds ............................................... 205 Alarm Vibrate and LED settings ................................................ 205 Beam Receive ................................................................................. 206 Date and Time preferences.............................................................. 206 Connection preferences.................................................................... 206 Editing connections ...................................................................... 207 Network preferences and TCP/IP software ................................. 209 Selecting a service ......................................................................... 209 Entering a user name ................................................................... 210 Entering a password .................................................................... 210 Selecting a connection .................................................................. 211 Adding telephone settings .......................................................... 212 Connecting to your service .......................................................... 214 Page viii Handbook for the Palm™ m500 Series Handheld
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