IBM WorkPad PC Companion Companion HANDBOOK
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Handbook
for the
WorkPad® PC Companion
Copyright
Copyright © 1998 3Com Corporation or its subsidiaries. All rights reserved. 3Com, the
3Com logo, Palm Computing, Graffiti, and HotSync are registered trademarks, and
Palm OS, Palm, the Palm Computing Platform logo, and the HotSync logo are trademarks of Palm Computing, Inc., 3Com Corporation or its subsidiaries. The following
are registered trademarks of International Business Machines Corporation in the United
States and/or other countries: IBM and WorkPad. Other product and brand names may
be trademarks or registered trademarks of their respective owners.
Disclaimer and Limitation of Liability
3Com Corporation and its subsidiaries assume no responsibility for any damage or loss
resulting from the use of this handbook.
3Com Corporation and its subsidiaries assume no responsibility for any loss or claims
by third parties which may arise through the use of this software. 3Com Corporation
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 3Com End User Software License Agreement contained in
the CD-ROM package before using the accompanying software program(s). Using any
part of the software indicates that you accept the terms of the 3Com End User Software
License Agreement.
P/N: 405-0438A
A/N: 423-0239
Page ii Handbook for the IBM WorkPad PC Companion
Contents
About This Book
Chapter 1: Introduction to Your WorkPad PC Companion
Getting to know your WorkPad PC companion...............................3
What is a WorkPad PC companion? ..............................................3
System requirements ........................................................................4
Upgrade information ........................................................................4
WorkPad components ......................................................................5
Installing the batteries ..........................................................................9
Tapping and typing ............................................................................10
Tap with the stylus to get things done .........................................10
Elements of the PC companion interface .....................................11
Opening applications .....................................................................12
Using menus ....................................................................................13
Three ways to enter data ................................................................15
Customizing your PC companion ....................................................19
Palm Desktop software for IBM WorkPad ..................................20
Connecting the cradle .....................................................................21
Using your PC companion with another PIM ............................22
Chapter 2: Entering Data in Your WorkPad PC Companion
Using Graffiti writing to enter data ..................................................23
Writing Graffiti characters .............................................................23
Graffiti tips .......................................................................................25
The Graffiti alphabet .......................................................................26
Writing capital letters .....................................................................27
Writing numbers .............................................................................28
Graffiti numbers ..............................................................................28
Writing punctuation marks ...........................................................28
Writing symbols and extended characters ..................................29
Writing accented characters ..........................................................30
Accent strokes ..................................................................................30
Additional non-English characters ...............................................30
Navigation strokes ..........................................................................31
Graffiti ShortCuts ............................................................................31
Using the onscreen keyboard ............................................................33
Using your computer keyboard ........................................................33
Importing data.....................................................................................34
......................................................................................... 1
Chapter 3: Managing Your Applications
Using the Applications Launcher .....................................................37
Selecting applications .....................................................................37
Contents Page iii
Switching between applications ...................................................37
Categorizing applications .............................................................. 37
Changing the Applications Launcher display ............................ 38
Choosing preferences......................................................................... 39
Installing and removing applications ..............................................40
Installing add-on applications ......................................................40
Installing games .............................................................................. 42
Removing applications .................................................................. 43
Removing Palm Desktop for IBM WorkPad .............................. 43
Security................................................................................................. 44
Assigning a password .................................................................... 44
Changing or deleting a password ................................................ 45
Locking your PC companion ........................................................ 45
Recovering from a forgotten password ....................................... 46
Chapter 4: Using Your Basic Applications
Overview of basic applications......................................................... 48
Date Book .........................................................................................48
Address Book .................................................................................. 49
To Do List ......................................................................................... 50
Memo Pad ........................................................................................ 51
Calculator ......................................................................................... 51
Expense ............................................................................................ 52
Common tasks.....................................................................................53
Creating records ..............................................................................53
Editing records ................................................................................ 53
Deleting records .............................................................................. 55
Purging records ...............................................................................56
Exchanging and updating data: HotSync operations ............... 56
Categorizing records ......................................................................59
Finding records ............................................................................... 62
Sorting lists of records .................................................................... 66
Making records private .................................................................. 67
Attaching notes ...............................................................................69
Choosing fonts ................................................................................ 70
Application-specific tasks ..................................................................71
Date Book .........................................................................................71
Address Book .................................................................................. 84
To Do List ......................................................................................... 89
Memo Pad ........................................................................................ 94
Calculator ......................................................................................... 97
Expense ............................................................................................ 99
Page iv Handbook for the IBM WorkPad PC Companion
Chapter 5: Communicating Using Your PC Companion
Managing desktop E-Mail away from your desk.........................109
Setting up Mail on the desktop ...................................................110
Synchronizing Mail with your E-Mail application ..................112
Opening the Mail application on your PC companion ...........112
Viewing e-mail items ....................................................................112
Creating e-mail items ....................................................................113
Looking up an address .................................................................116
Adding details to e-mail items ....................................................117
Storing e-mail to be sent later ......................................................120
Editing unsent e-mail ...................................................................120
Draft e-mail ....................................................................................121
Filing e-mail ...................................................................................122
Deleting e-mail ..............................................................................123
Removing e-mail from the Deleted folder .................................123
Purging deleted e-mail .................................................................124
Message List options ....................................................................124
HotSync options ............................................................................126
Creating special filters ..................................................................127
Truncating e-mail items ...............................................................131
Mail menus .....................................................................................132
Beaming information ........................................................................133
Chapter 6: Advanced HotSync
®
Operations
Selecting HotSync setup options.....................................................135
Customizing HotSync application settings ...................................138
Conducting a HotSync operation via modem...............................140
Preparing your computer ............................................................140
Preparing your PC companion ...................................................141
Selecting the conduits for a modem HotSync operation .........143
Performing a HotSync operation via a modem ........................144
Conducting a HotSync operation via a network ..........................144
Connecting to your company’s dial-in server ...........................144
Using File Link...................................................................................146
Creating a user profile ......................................................................147
Chapter 7: Setting Preferences for Your PC Companion
Viewing preferences .........................................................................149
Buttons preferences ...........................................................................150
Pen preferences ..............................................................................150
HotSync buttons preferences .......................................................152
Digitizer preferences.........................................................................152
Formats preferences ..........................................................................152
Country default .............................................................................153
Contents Page v
Time, date, week start, and numbers formats .......................... 153
General preferences.......................................................................... 154
Auto-off delay ............................................................................... 154
System, alarm, and game sounds ............................................... 155
Modem preferences .......................................................................... 156
Network preferences and TCP/IP software.................................157
Selecting a service ......................................................................... 157
Entering a user name ................................................................... 158
Entering a password .................................................................... 159
Adding telephone settings .......................................................... 160
Connecting to your service .......................................................... 163
Creating additional service templates .......................................163
Adding detailed information to a service template ................. 164
Creating a login script ..................................................................167
Deleting a service template .........................................................168
Network preferences menu commands .................................... 169
TCP/IP troubleshooting .............................................................. 169
Owner preferences............................................................................ 171
ShortCuts preferences ......................................................................172
Creating a ShortCut ...................................................................... 172
Editing a ShortCut ........................................................................173
Deleting a ShortCut ......................................................................173
Appendix A: Maintaining Your PC Companion
Caring for your PC companion....................................................... 175
Battery considerations...................................................................... 176
Resetting your PC companion ........................................................ 177
Performing a soft reset ................................................................. 177
Performing a hard reset ............................................................... 178
Appendix B: Frequently Asked Questions
Software installation problems ....................................................... 181
Operating problems..........................................................................182
Tapping and writing problems....................................................... 183
Application problems.......................................................................184
HotSync problems ............................................................................186
Beaming problems ............................................................................ 190
Password problems .......................................................................... 191
Getting Help, Service, and Information ........................................ 192
Hardware Warranty Summary ................................................... 192
Before You Call for Service ......................................................... 192
Getting Customer Support and Service .................................... 193
Purchasing Additional Services ................................................. 193
Product Registration and Getting Help by Telephone ............193
Page vi Handbook for the IBM WorkPad PC Companion
Appendix C: Creating a Custom Expense Report
About mapping tables ......................................................................197
Customizing existing sample templates ........................................198
Determining the layout of the Expense Report.............................199
Labels ..............................................................................................199
Sections ...........................................................................................200
Analyzing your custom Expense Report .......................................201
Programming the mapping table....................................................202
Using applications other than Microsoft Excel .............................206
Expense file details ............................................................................207
Appendix D: Non-ASCII Characters for Login Scripts
Use of ^char .......................................................................................209
Carriage return and line feed ..........................................................209
Literal characters ...............................................................................210
Warranty and Other Product Information
Product warranties............................................................................211
IBM U.K. Statement of Warranty ....................................................212
Part 1 - General Terms ..................................................................212
IBM U.K. Statement Of Warranty
Part 2 - Country-unique Terms ...................................................215
IBM U.S., Canada, and Puerto Rico
Statement Of Limited Warranty......................................................219
Part 1 - General Terms ..................................................................219
IBM U.S. Statement Of Limited Warranty
Part 2 - Country-unique Terms ...................................................222
Notices ................................................................................................226
Year 2000 Readiness and Instructions ........................................226
Trademarks ....................................................................................227
Electronic Emissions Notices...........................................................227
Federal Communications Commission (FCC) Statement .......227
Canadian ICES-003 Statement .....................................................228
Australia and New Zealand Class A Statement .......................228
CE Compliance Statement ...........................................................228
Statement of Conformity ..............................................................228
UL/CSA Statement .......................................................................229
Index
........................................................................................................ 231
Contents Page vii
Page viii Handbook for the IBM WorkPad PC Companion
About This Book
Welcome to the IBM® WorkPad® PC companion. This handbook is
designed to help you get up and running quickly on your PC
companion. It describes all you need to know about how to use your
WorkPad PC companion and the applications that come with it.
It walks you through:
■ Locating all the parts of your PC companion
■ Viewing and entering data
■ Using your PC companion with your computer
■ Personalizing your PC companion with your own preference
settings
After you become familiar with the basic functionality of your
WorkPad PC companion, you can use the rest of this handbook as a
reference for less common tasks, for maintaining your WorkPad PC
companion, and also as a source of information if you have problems
operating it.
About This Book Page 1
Page 2 About This Book
Chapter 1
Introduction to Your WorkPad PC Companion
This chapter explains the physical buttons and controls on your
WorkPad PC companion, how to use your WorkPad PC companion
for the first time, and how to use HotSync
your WorkPad PC companion and Palm™ Desktop software for IBM
WorkPad.
Getting to know your WorkPad PC companion
What is a WorkPad PC companion?
With your WorkPad PC companion, you will no longer have trouble
getting to meetings and appointments on time, remembering people’s
names and personal details, or keeping track of all the items on your
to do list. The WorkPad PC companion can help you improve your
track record in all these areas, both at work and at home.
You can enter all your schedule details in Date Book so you can view
them by the day, week, or month; you can even set an alarm to remind
you of important meetings. Keep all your contact names, addresses,
phone numbers, and other details in Address Book, so you can find
them as soon as you need them. Add your tasks to To Do List,
prioritize them so you don’t overlook them, and assign them a due
date.
®
technology to synchronize
To make sure you don’t lose any of this important information, you
can synchronize your data with Palm Desktop for IBM WorkPad on
your computer so you always have a backup copy. You can set
different levels of security for your WorkPad PC companion so
unauthorized eyes cannot view your data.
When you are out of the office, track your expenses for your expense
reports; then transfer the data to your computer to print it out. You can
write, edit, and view your e-mail, and then synchronize your e-mail
with your desktop E-Mail application when you return to your office.
Chapter 1 Page 3
System requirements
To install and operate Palm Desktop for IBM WorkPad, your
computer system must meet the following requirements:
Minimum requirements
■ Windows 95, Windows 98, or Windows NT 4.0
■ IBM-compatible 486 computer or higher
■ 8 MB RAM (memory) minimum, 16 MB recommended (required
with Windows NT 4.0)
■ 20 MB available hard disk space
■ VGA monitor or better (the WorkPad Quick Tour requires a 256
color video display)
■ CD-ROM drive
■ Pointing device
■ One available serial port
Optional equipment
■ Modem
■ Windows-compatible printer
(such as a WorkPad modem)
Upgrade information
If you already own a WorkPad PC companion, install the version of
Palm Desktop for IBM WorkPad that comes with your new WorkPad
PC companion into the same folder as your current version of Palm
Desktop for IBM WorkPad. All your data will be preserved when you
install the new version in the same folder as the previous version. If
you use another personal information manager (PIM), such as
Microsoft Outlook, you still need to install the most recent HotSync
Manager and conduit software for your PIM from the Palm Desktop
for IBM WorkPad CD-ROM that came with your new PC companion.
You can perform HotSync operations in exactly the same way, so you
can quickly synchronize your data with your new PC companion. Just
remember to synchronize your old PC companion with Palm Desktop
for IBM WorkPad before you synchronize with your new PC
companion, so you have all your latest information. When you
synchronize your new PC companion for the first time, select the
Desktop overwrites handheld option for all the conduits. See
“Customizing HotSync application settings” in Chapter 6 for more
information.
Page 4 Introduction to Your WorkPad PC Companion
WorkPad components
Locating front panel controls
Power button,
Backlight control
Screen
Graffiti writing area
Application buttons
Scroll button
WorkPad
PC
companion
Displays the applications and information stored in
your WorkPad PC companion. It is touch-sensitive
and responds to the stylus.
screen
Graffiti
writing
area
Application
buttons
®
The area where you write letters and numbers using
the Graffiti
®
alphabet. See Chapter 2 to learn how to
write Graffiti characters.
Activates the individual WorkPad PC companion
applications that correspond to the icons on the
buttons: Date Book, Address Book, To Do List, and
Memo Pad. See “Buttons preferences” in Chapter 7
for details on reassigning these buttons to activate
any application on your WorkPad PC companion.
Tip: If your WorkPad PC companion is turned off,
pressing any application button activates the
WorkPad PC companion and opens the
corresponding application.
Chapter 1 Page 5
Scroll
button
Displays text and other information that extends
beyond the area of the WorkPad PC companion
screen. Pressing the lower half of the scroll button
scrolls down to view information below the viewing
area, and pressing the upper half of the button scrolls
up to view the information above the viewing area.
Power
button
Turns your WorkPad PC companion on or off and
controls the backlight feature. If your WorkPad PC
companion is turned off, pressing the power button
turns the unit on and returns you to the last screen
you viewed.
If your WorkPad PC companion is turned on,
pressing the power button turns the unit off. Holding
the power button down for about two seconds turns
the backlight on or off.
Using the backlight
If you have difficulty seeing the information on your WorkPad PC
companion, you can use the backlight to illuminate your screen.
To activate the backlight:
■ Press the power button and hold it down for about two seconds.
Release the button when the backlight turns on.
Tip: In addition, you can assign the full-screen pen stroke to
activate the backlight. See “Pen preferences” in Chapter 7 for
more information.
To turn off the backlight:
■ Press and hold the power button for about two seconds. The
backlight also turns off automatically (after a period of inactivity)
with the Auto-off feature. See “General preferences” in Chapter 7
for more information.
Page 6 Introduction to Your WorkPad PC Companion
Protective flip cover
The cover protects the WorkPad PC companion screen when it is not
in use and helps reduce glare while you use your WorkPad PC
companion. You can open the cover so that it is at an angle, open it
fully, or remove it altogether by pulling the cover out of the holes on
the sides of the WorkPad PC companion. To reattach the cover,
reinsert the pegs in the holes.
Chapter 1 Page 7
Locating back panel components
Stylus
Stylus
IR port
IR port
Reset
button
Contrast
control
Battery
door
Serial (COM)
port door
Slides in and out of the slot in the back of the PC
companion. To use the stylus, remove it from the
slot and hold it as you would a pen or pencil.
Uses infrared technology to transmit data to and
receive data from other infrared enabled
WorkPad PC companions or Palm Computing
platform devices nearby. See “Beaming
information” in Chapter 5 for more information.
®
Reset button
Under normal use, you should not have to use the
reset button. See Appendix A for information
about when and how to use the reset button.
Contrast
control
Enables you to adjust the appearance of the
screen display based on the lighting conditions or
temperature of the environment where you use
your PC companion.
Battery door
Covers the batteries that power your PC
companion.
Serial (COM)
port door
Covers the connector that connects your PC
companion to the cradle, which in turn connects
to the back of your computer. Use this port to
update data between your PC companion and
computer using HotSync technology.
Page 8 Introduction to Your WorkPad PC Companion
Installing the batteries
To use your WorkPad PC companion, you must install two AAA
alkaline batteries. The batteries fit behind the battery door on the back
of the PC companion. See “Battery considerations” in Appendix A for
more information.
To install the batteries:
1. Press the latch on the battery door and lift the battery door away
from your PC companion.
Press tab to open
battery door
2. Install the two AAA alkaline batteries supplied with your PC
companion into the battery compartment.
Note: A diagram in the interior of the battery compartment
shows + and - ends of the batteries. When correctly
installed, the clips in the battery compartment secure the
batteries in place.
3. Insert the battery door back into place so that it is flush with the
back of your PC companion and “clicks” into position.
Important: Do not force the battery door. When the batteries are
correctly installed, the battery door clips smoothly into
place. If you feel resistance when replacing the door,
make sure the door is aligned with the slots on the back of
your PC companion, and that the batteries are firmly
seated in the battery compartment.
Chapter 1 Page 9
Tapping and typing
Tap with the stylus to get things done
Like using a mouse to click elements on a computer screen, using the
stylus to tap elements on your PC companion screen is the basic action
that gets things done on your PC companion.
The first time you start your WorkPad PC companion, setup
instructions appear on the screen. These instructions include a
calibration screen, or digitizer. Calibration aligns the internal circuitry
of your PC companion with its touch-sensitive screen so that when
you tap an element on the screen, the PC companion can detect exactly
which task you want to perform.
Important: Always use the point of the stylus for tapping or making
strokes on the PC companion screen. Never use an actual
pen, pencil, or other sharp object to write on the PC
companion screen.
With your PC companion turned on, you can tap the PC companion
screen to perform many operations, such as the following:
■ Open applications
■ Choose menu commands
■ Initiate a global Find operation
■ Select options in dialog boxes
■ Open the onscreen keyboards
Just as you can drag the mouse to select text or move objects on your
computer, you can also drag the stylus to select text. You can also use
the stylus to drag the slider of any scroll bar.
Page 10 Introduction to Your WorkPad PC Companion
Elements of the PC companion interface
Menu
bar
Check
box
Pick list
Menu bar
Command
buttons
Icons
abc
123
Check box
Icons
Command
buttons
A set of commands that are specific to the application.
Not all applications have a menu bar.
Tap a button to perform a command. Command
buttons appear in dialog boxes and at the bottom of
application screens.
Tap the icons to open applications , menus ,
Calculator , and to find text anywhere in your data
.
With the cursor in an input field, tap the dot to
activate the alphabetic keyboard.
With the cursor in an input field, tap the dot to
activate the numeric keyboard.
When a check mark appears in a check box, the
corresponding option is active. If a check box is
empty, tapping it inserts a check mark. If a check box
is checked, tapping it removes the check mark.
Pick list
Tap the arrow to display a list of choices, and then tap
an item in the list to select it.
Chapter 1 Page 11
Previous/next
arrows
Scroll
bar
Scroll bar
Drag the slider, or tap the top or bottom arrow, to
scroll the display one line at a time. To scroll to the
previous page, tap the scroll bar just above the slider.
To scroll to the next page, tap the scroll bar just below
the slider.
You can also scroll to the previous and next pages by
pressing the upper and lower portions of the scroll
button on the front panel of the PC companion.
Next/
previous
arrows
Tap the up and down arrows to display the previous
and next page of information; tap the left and right
arrows to display the previous and next record.
Opening applications
You can use the Applications Launcher to open any application
installed on your PC companion. You can also open the four main
applications — Date Book, Address Book, To Do List, and Memo Pad
— with the application buttons on the front panel of your PC
companion.
Tip: When you press an application button on the front panel, you
have instant access to the selected application. You don’t even
need to turn on your PC companion first.
In addition to providing a way for you to open applications, the
Applications Launcher displays the current time, battery level, and
application category.
Page 12 Introduction to Your WorkPad PC Companion
To open an application:
1. Tap the Applications icon .
2. Tap the icon of the application that you want to open. If you have
many applications installed on your WorkPad PC companion, tap
the scroll bar to see all of your applications.
Tip: To find an application quickly, you can write the Graffiti
character for the first letter of its name. The Applications
Launcher scrolls to the first application with a name that
begins with that letter. You can also assign application icons to
different categories. See “Categorizing applications” in
Chapter 3.
Using menus
Menus on your PC companion are easy to use. Once you have
mastered them in one application, you can use them the same way in
all other applications.
The menus of each application are illustrated in the section on that
application in Chapter 4. The Edit menu is described in “Editing
records” in Chapter 4.
To open the menu bar:
1. Open an application (such as Memo Pad).
2. Tap the Menu icon .
Chapter 1 Page 13
Tap the Menu icon
In this example, three menus are available: Record, Edit, and Options.
The Record menu is selected and contains the commands New Memo,
Delete Memo, and Beam Memo.
Choosing a menu
After you open the menu bar for an application, tap the menu that
contains the command you want to use.
The menus and menu commands that are available depend on the
application. Also, the menus and menu commands vary depending on
which part of the application you’re using. For example, in Memo Pad,
the menus are different for the Memo List screen and the Memo
screen.
Graffiti menu commands
Most menu commands have an equivalent Graffiti Command stroke,
which is similar to the keyboard shortcuts used to execute commands
on computers. The command letters appear to the right of the
command names.
Menu commands
Command letters
To use the Graffiti menu commands, the menu bar must be closed.
Page 14 Introduction to Your WorkPad PC Companion
Draw the Command stroke anywhere in the Graffiti area, and
immediately write the corresponding command letter in the Graffiti
letter area. When you draw the Command stroke, the word
“Command” appears just above the Graffiti writing area to indicate
that you are in Command mode.
Command
For example, to choose Select All in the Edit menu, draw the
Command stroke, followed by the letter “s.”
Note: Command mode is active for approximately two seconds, so
you must write the command letter immediately to choose the
menu command.
Displaying online tips
Many of the dialog boxes that appear on your PC companion contain
an online Tips icon in the upper-right corner. Online tips anticipate
questions you have in a dialog box, provide shortcuts for using the
dialog box, or give you other useful information.
To display an online tip:
1. Tap the Tips icon .
2. After you review the tip, tap Done.
Three ways to enter data
There are three ways to enter data into your WorkPad PC companion:
■ Using the onscreen keyboard
■ Using Graffiti writing
■ Entering or importing data in Palm Desktop for IBM WorkPad
and then synchronizing with your PC companion
Chapter 1 Page 15
Onscreen keyboard
When you create or edit a record in an application such as Address
Book, you can open the onscreen alphabetic and numeric keyboards
to enter data.
Tap here for
alphabetic keyboard
Tap here for numeric
keyboard
After a keyboard is open, you can tap to open any of the other
keyboards, including the international keyboard. See “Using the
onscreen keyboard” in Chapter 2 for more information.
Note: You cannot enter Graffiti characters while using the onscreen
keyboard.
Alpha
Tab
Caps lock
Caps shift
Tap here to display
alphabetic keyboard
Numeric
Backspace
Carriage return
International
Tap here to display
numeric keyboard
Tap here to display
international keyboard
Graffiti writing
Your WorkPad PC companion includes Graffiti writing software as
the primary system for entering text and numbers. With Graffiti
writing, you write simple strokes with the stylus and they are
instantly recognized as letters or numbers.
Page 16 Introduction to Your WorkPad PC Companion
Write letters here Write numbers here
Division marks
Your WorkPad PC companion also includes Giraffe, a game you can
use to practice Graffiti writing. See “Installing and removing
applications” in Chapter 3 for installation instructions. The Memo Pad
application is ideal for practicing Graffiti writing. This section
explains how to open Memo Pad and use it to practice Graffiti writing.
To open Memo Pad:
1. Press the Memo Pad application button .
2. Tap New.
Note: A blinking cursor appears on the first line of the new memo to
indicate where new text will appear.
New
memo
cursor
Tap
New
Write in Graffiti area
See “Using Graffiti writing to enter data” in Chapter 2 for more
information.
Chapter 1 Page 17
Using Palm Desktop for IBM WorkPad
If you have new records you want to add to your WorkPad PC
companion and prefer to use the computer keyboard rather than the
onscreen keyboard, enter the data in Palm Desktop for IBM WorkPad
or the PIM you have installed to use with your PC companion.
After the information is in Palm Desktop for IBM WorkPad, perform
a HotSync operation to synchronize your PC companion with your
computer. See “Exchanging and updating data: HotSync operations”
in Chapter 4 for more information.
HotSync
button
Importing data
If you already have data in a database on your computer, you can
import it into Palm Desktop for IBM WorkPad. You can import data
stored in computer applications such as spreadsheets and databases,
or data from another PC companion based on the Palm Computing
platform. When you import data, you transfer the records to your
WorkPad PC companion without having to enter them manually. See
“Importing data” in Chapter 2 for more information.
Page 18 Introduction to Your WorkPad PC Companion
Customizing your PC companion
You can customize your PC companion by using the Preferences
application. You can enter personal information such as your name
and address; change the time and date; view different date and time
formats when you travel; turn off sounds; and configure your PC
companion to work with a modem or network. See Chapter 7 for more
information on customizing your PC companion.
To open the Preferences screens:
1. Tap the Applications icon .
2. Tap the Preferences icon .
3. Tap the category pick list in the upper-right corner of the screen.
4. Tap the Preferences category you want to view.
The following procedures for setting the time and date give you an
example of how to customize your PC companion.
You make changes to the time and date in General preferences.
To set the current time:
1. Tap the Set Time box.
Tap here
2. Tap the up or down arrows to change the hour.
3. Tap each minute number, and then tap the arrows to change them.
4. Tap AM or PM.
Note: Your PC companion can also display time based on a 24-
hour clock. See “Formats preferences” in Chapter 7 for
more information.
5. Tap OK.
Chapter 1 Page 19
To set the current date:
1. Tap the Set Date box.
2. Tap the arrows to select the current year.
Tap arrows to select year
Tap to select month
Tap to select date
3. Tap a month.
4. Tap the current date.
Palm Desktop software for IBM WorkPad
Palm Desktop for IBM WorkPad includes the same main applications
as your WorkPad PC companion: Address Book, Date Book, To Do
List, Memo Pad, Expense, and desktop e-mail connectivity. You can
use the HotSync feature of this software to back up and exchange data
between your PC companion and your computer.
It is a good idea to back up your data in case something happens to the
data on your WorkPad PC companion. Changes you make on your
WorkPad PC companion or Palm Desktop for IBM WorkPad appear
in both places after you synchronize.
With Palm Desktop for IBM WorkPad, you can do the following:
■ Work with your WorkPad PC companion applications on your
computer. Palm Desktop for IBM WorkPad duplicates the Date
Book, Address Book, To Do List, and Memo Pad applications on
your PC companion, so you can view, enter, and modify any data
stored on your PC companion.
■ Back up the data stored on your PC companion with HotSync
technology and synchronize the data on your Palm Desktop for
IBM WorkPad. Synchronization is a one-step procedure that
ensures your data is always safe and up-to-date. See “Exchanging
and updating data: HotSync operations” in Chapter 4 for more
information.
Page 20 Introduction to Your WorkPad PC Companion
■ Import and export data, so you can easily transfer data from other
desktop applications into any of your main applications. See
“Importing data” in Chapter 2 for more information.
■ Print your Date Book, Address Book, To Do List, and Memo Pad
information on any printer.
Connecting the cradle
The cradle that comes with your WorkPad PC companion enables you
to synchronize the information on your WorkPad PC companion with
the Palm Desktop software for IBM WorkPad using HotSync
technology.
To connect the cradle:
1. Turn off your computer and plug the cable from the WorkPad PC
companion cradle into the serial (COM) port on your computer.
Note: Your WorkPad PC companion requires a dedicated port. It
cannot share a port with an internal modem or other device. If
you are unsure of the exact location of the serial port on your
computer, refer to the manual supplied with the computer.
Installing Palm Desktop for IBM WorkPad
The following steps guide you through installing Palm Desktop for
IBM WorkPad. After installation, refer to the Palm Desktop for IBM
WorkPad online Help for information about how to use the software.
To ensure a safe and uninterrupted installation of Palm Desktop for
IBM WorkPad, please do the following before installing:
■ Turn off your computer and connect the cradle to it. Do not place
your PC companion in the cradle until instructed.
■ Do not simply copy the Palm Desktop for IBM WorkPad files to
your computer’s hard disk. You must use the installer to place the
files in their proper locations and to decompress the files.
Chapter 1 Page 21
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