IBM WorkPad PC Companion Companion HANDBOOK

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Handbook for the

WorkPad® PC Companion

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

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Handbook for the IBM WorkPad PC Companion

Contents
About This Book .........................................................................................	1
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
Chapter 3: Managing Your Applications
Using the Applications Launcher .....................................................	37
Selecting applications .....................................................................	37

Contents

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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

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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

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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

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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

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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® technology to synchronize 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.

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 (such as a WorkPad modem)

■Windows-compatible printer

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.

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Introduction to Your WorkPad PC Companion

WorkPad components

Locating front panel controls

				Screen
				Screen
					Graffiti writing area
					Graffiti writing area
						Application buttons
						Application buttons
			Scroll button
			Scroll button
		Power button,
		Power button,
WorkPad		Backlight control
WorkPad	Displays the applications and information stored in
PC	your WorkPad PC companion. It is touch-sensitive
companion	and responds to the stylus.
screen
Graffiti®	The area where you write letters and numbers using
writing	the Graffiti® alphabet. See Chapter 2 to learn how to
area	write Graffiti characters.
Application	Activates the individual WorkPad PC companion
buttons	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

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Scroll	Displays text and other information that extends
button	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	Turns your WorkPad PC companion on or off and
button	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.

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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

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Locating back panel components

Stylus

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.

IR port	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	Enables you to adjust the appearance of the
control	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)	Covers the connector that connects your PC
port door	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.

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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.

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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.

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Introduction to Your WorkPad PC Companion

Elements of the PC companion interface

Pick list

bar

Check box


Icons		Command
		buttons

Menu bar

Command buttons

Icons

abc

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.

123With the cursor in an input field, tap the dot to activate the numeric keyboard.

Check box	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

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		Scroll
	Previous/next	bar
	arrows

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/	Tap the up and down arrows to display the previous
previous	and next page of information; tap the left and right
arrows	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.

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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

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IBM WorkPad PC Companion Companion HANDBOOK

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.

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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

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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			Tap here for numeric
			keyboard
alphabetic 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		Backspace
	Tab


Caps lock			Carriage return
Caps lock			Carriage return

Caps	shift
Caps	shift

Tap here to display alphabetic keyboard

Numeric		International

Tap here	to display
		Tap here to display
numeric keyboard		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.

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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.

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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.

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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 24hour clock. See “Formats preferences” in Chapter 7 for more information.

5.Tap OK.

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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.

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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

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