Palm IIIxe, IIIx, IIIe, IIIc, III User Guide

Handbook for the

Palm III™ Organizer

Copyright

Copyright © 1998 3Com Corporation or its subsidiaries. All rights reserved. 3Com, the 3Com logo, Palm Computing, Palm Modem, Graffiti, and HotSync are registered trademarks, and PalmPilot, Palm III, Palm OS, Palm, the Palm Computing Platform logo, the Palm III logo, and the HotSync logo are trademarks of Palm Computing, Inc., 3Com Corporation or its subsidiaries. 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 this handbook 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.

3.5" Software Diskettes Available

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 may download the Palm Desktop software from http://www.palm.com. Alternatively, you can order 3.5" diskettes by completing and mailing the diskette order card supplied in the Palm III™ organizer product package, or call to order the diskettes. See the Worldwide Customer Support card for the appropriate phone number.

P/N: 405-0448A

A/N: 423-0241

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Handbook for the Palm III™ Organizer

Contents
About This Book .........................................................................................	1
Chapter 1: Introduction to Your Palm III™ Organizer
Getting to know your Palm III organizer ..........................................	3
What is a Palm III organizer? ..........................................................	3
System requirements ........................................................................	4
Upgrade information ........................................................................	4
Palm III components .........................................................................	5
Installing the batteries ..........................................................................	9
Tapping and typing ............................................................................	10
Tap with the stylus to get things done .........................................	10
Elements of the organizer interface ..............................................	11
Opening applications .....................................................................	12
Using menus ....................................................................................	13
Three ways to enter data ................................................................	15
Customizing your organizer..............................................................	19
Palm Desktop organizer software ................................................	20
Connecting the cradle .....................................................................	21
Using your organizer with another PIM .....................................	22
Chapter 2: Entering Data in Your Palm III™ Organizer
Using Graffiti writing to enter data ..................................................	23
Writing Graffiti characters .............................................................	23
Graffiti tips .......................................................................................	25
The Graffiti alphabet .......................................................................	26
Writing capital letters .....................................................................	27
Writing numbers .............................................................................	27
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

Contents

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Chapter 3: Managing Your Applications
Using the Applications Launcher.....................................................	37
Selecting applications .....................................................................	37
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 software ...............................................	43
Security.................................................................................................	44
Assigning a password ....................................................................	44
Changing or deleting a password ................................................	45
Locking your organizer .................................................................	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

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Calculator .........................................................................................	97
Expense .............................................................................................	99
Chapter 5: Communicating Using Your Organizer
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 organizer .....................	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 organizer .............................................................	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 Organizer
Viewing preferences .........................................................................	149
Buttons preferences...........................................................................	150
Pen preferences ..............................................................................	150
HotSync buttons preferences .......................................................	152

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Digitizer preferences ........................................................................	152
Formats preferences .........................................................................	152
Country default .............................................................................	153
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 Organizer
Caring for your organizer................................................................	175
Battery considerations......................................................................	176
Resetting your organizer .................................................................	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 ............................................................................	185
Beaming problems ............................................................................	189
Password problems ..........................................................................	190
Technical support .............................................................................	191

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Appendix C: Creating a Custom Expense Report
About mapping tables ......................................................................	193
Customizing existing sample templates ........................................	194
Determining the layout of the Expense Report.............................	195
Labels ..............................................................................................	195
Sections ...........................................................................................	196
Analyzing your custom Expense Report .......................................	197
Programming the mapping table....................................................	198
Using applications other than Microsoft Excel .............................	202
Expense file details............................................................................	203
Appendix D: Non-ASCII Characters for Login Scripts
Use of ^char .......................................................................................	205
Carriage return and line feed ..........................................................	205
Literal characters ...............................................................................	206
Warranty and Other Product Information
Limited warranty...............................................................................	207
3Com end user software license agreement..................................	210
FCC Statement ...................................................................................	213
Canadian RFI Statement...................................................................	213
Index ........................................................................................................	215

Contents

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Handbook for the Palm III™ Organizer

About This Book

Welcome to the Palm III™ connected organizer. This handbook is designed to help you get up and running quickly on your organizer. It describes all you need to know about how to use your Palm III organizer and the applications that come with it.

It walks you through:

■Locating all the parts of your organizer

■Viewing and entering data

■Using your organizer with your computer

■Personalizing your organizer with your own preference settings

After you become familiar with the basic functionality of your Palm III organizer, you can use the rest of this handbook as a reference for less common tasks, for maintaining your Palm III organizer, and also as a source of information if you have problems operating it.

About This Book

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About This Book

Chapter 1

Introduction to Your

Palm III™ Organizer

This chapter explains the physical buttons and controls on your Palm III™ connected organizer, how to use your Palm III organizer for the first time, and how to use HotSync® technology to synchronize your Palm III organizer and Palm™ Desktop organizer software.

Getting to know your Palm III organizer

What is a Palm III organizer?

With your Palm III organizer, 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 Palm III organizer 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 software on your computer so you always have a backup copy. You can set different levels of security for your Palm III organizer 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.

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System requirements

To install and operate Palm Desktop software, 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 Palm III Quick Tour requires a 256 color video display)

■CD-ROM drive (you can also download the Palm Desktop software from http://www.palm.com, or order 3.5" diskettes from 3Com)

■Mouse

■One available serial port

Optional equipment

■Modem (such as a Palm Modem® accessory)

■Windows-compatible printer

Upgrade information

If you already own a Palm connected organizer, 3Com recommends that you install the version of Palm Desktop software that comes with your new Palm III organizer into the same folder as your current Palm Desktop software. 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 software CD-ROM that came with your new organizer.

You can perform HotSync operations in exactly the same way, so you can quickly synchronize your data with your new organizer. Just remember to synchronize your old organizer with Palm Desktop software before you synchronize with your new organizer, so you have all your latest information. When you synchronize your new organizer 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 Palm III™ Organizer

Palm III components

Locating front panel controls

									Screen
										Graffiti writing area
											Application buttons
							Scroll button
			Power button,
Palm III			Backlight control
	Displays the applications and information stored in
organizer	your Palm III organizer. It is touch-sensitive and
screen	responds to the stylus.
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 Palm III organizer
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 Palm III organizer.
	Tip: If your Palm III organizer is turned off,
			pressing any application button activates the
			Palm III organizer and opens the
			corresponding application.

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Scroll	Displays text and other information that extends
button	beyond the area of the Palm III organizer 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 Palm III organizer on or off and controls
button	the backlight feature. If your Palm III organizer is
	turned off, pressing the power button turns the unit
	on and returns you to the last screen you viewed.
	If your Palm III organizer 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 Palm III organizer, 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 Palm III™ Organizer

Protective flip cover

The cover protects the Palm III organizer screen when it is not in use and helps reduce glare while you use your Palm III organizer. 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 Palm III organizer. To reattach the cover, reinsert the pegs in the holes.

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Locating back panel components

Stylus

Stylus

IR port	Reset
	button

Contrast control

Battery door

Serial (COM) port door

Slides in and out of the slot in the back panel of the organizer. 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 Palm Computing®
	connected organizers. 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	Adjusts the appearance of the screen for the
control	clearest screen display. Depending on the
	lighting conditions or temperature of the
	environment where you use your organizer, you
	may need to adjust the contrast control setting.
Battery door	Covers the batteries that power your organizer.
Serial (COM)	Covers the connector that connects your
port door	organizer to the cradle, which in turn connects to
	the back of your computer. This allows you to
	update the information between your organizer
	and computer using HotSync technology.

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Introduction to Your Palm III™ Organizer

Installing the batteries

To use your Palm III organizer, you must install two AAA alkaline batteries. The batteries fit behind the battery door on the back of the organizer. 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 organizer.

Press tab to open battery door

2.Install the two AAA alkaline batteries supplied with your organizer 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 organizer 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 organizer, 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 organizer screen is the basic action that gets things done on your organizer.

The first time you start your Palm III organizer, setup instructions appear on the screen. These instructions include a calibration screen, or digitizer. Calibration aligns the internal circuitry of your organizer with its touch-sensitive screen so that when you tap an element on the screen, the organizer can detect exactly which task you want to perform.

Important: Always use the point of the stylus for tapping or making strokes on the organizer screen. Never use an actual pen, pencil, or other sharp object to write on the organizer screen.

With your organizer turned on, you can tap the organizer 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 Palm III™ Organizer

Elements of the organizer interface

Menu

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.

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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 organizer.
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 organizer. 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 organizer.

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 organizer 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 Palm III™ Organizer

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 Palm III organizer, 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 organizer 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 .

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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 Palm III™ Organizer

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 organizer 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 Palm III organizer:

■Using the onscreen keyboard

■Using Graffiti writing

■Entering or importing data in Palm Desktop software and then synchronizing with your organizer

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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
Caps lock											Carriage return
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 Palm III organizer 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 Palm III™ Organizer

Write letters here				Write numbers here

Division marks

Your Palm III organizer 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 software

If you have new records you want to add to your Palm III organizer and prefer to use the computer keyboard rather than the onscreen keyboard, enter the data in the Palm Desktop software or the PIM you have installed to use with your organizer.

After the information is in Palm Desktop software, perform a HotSync operation to synchronize your organizer 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 the Palm Desktop software. You can import data stored in computer applications such as spreadsheets and databases, or data from another organizer based on the Palm Computing® platform. When you import data, you transfer the records to your Palm III organizer without having to enter them manually. See “Importing data” in Chapter 2 for more information.

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Introduction to Your Palm III™ Organizer

Customizing your organizer

You can customize your organizer 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 organizer to work with a modem or network. See Chapter 7 for more information on customizing your organizer.

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 organizer.

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 organizer can also display time based on a 24-hour 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 organizer software

Palm Desktop software includes the same main applications as your Palm III organizer: 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 organizer and your computer.

It is a good idea to back up your data in case something happens to the data on your Palm III organizer. Changes you make on your Palm III organizer or Palm Desktop software appear in both places after you synchronize.

With Palm Desktop software, you can do the following:

■Work with your Palm III organizer applications on your computer. Palm Desktop software duplicates the Date Book, Address Book, To Do List, and Memo Pad applications on your organizer, so you can view, enter, and modify any data stored on your organizer.

■Back up the data stored on your organizer with HotSync technology and synchronize the data on your Palm Desktop software. 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 Palm III™ Organizer

■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 Palm III organizer enables you to synchronize the information on your Palm III organizer with the Palm Desktop software using HotSync technology.

To connect the cradle:

1.Turn off your computer and plug the cable from the Palm III organizer cradle into the serial (COM) port on your computer.

Note: Your Palm III organizer requires a dedicated port. It cannot share a port with an internal modem or other device. If you are unsure about the exact location of the serial port on your computer, refer to the manual supplied with the computer.

Installing Palm Desktop software

The following instructions guide you through installing Palm Desktop software. After installation, refer to the online Help in Palm Desktop software for information about how to use the software.

To ensure a safe and uninterrupted installation of Palm Desktop software, please do the following before installing:

■Turn off your computer and connect the cradle to it. Do not place your organizer in the cradle until instructed.

■If you are installing from diskettes (rather than the CD-ROM included in the box), make sure the original Palm Desktop software diskettes are write-protected, and then make backup copies of them. When you finish, use the copies to install the

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software, and store the original diskettes in a safe place. Refer to your computer’s manual or operating system documentation if you need information about locking or copying diskettes.

■Do not simply copy the Palm Desktop software 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.

To install Palm Desktop software:

1.Exit any open programs, including those that run at startup such as Microsoft Office, and disable any virus-scanning software.

2.Insert the Palm Desktop software CD-ROM into the computer’s CD-ROM drive (or insert the Setup diskette into the diskette drive).

3.When the Palm Desktop Installer Menu screen appears, click the Install button to begin the installation procedure.

4.Follow the onscreen instructions to complete the installation. Insert your organizer into the cradle when prompted.

Using your organizer with another PIM

If you prefer to use another personal information manager (PIM), such as Microsoft Outlook, you can use it instead of installing Palm Desktop software. All you need to install are HotSync Manager and the connection software for your PIM, called a conduit, that lets you synchronize the data between your organizer and your PIM. For information on conduit software, go to this web site: http:// www.palm.com.

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Introduction to Your Palm III™ Organizer