Palm m130 Handbook

Palm
Handbook for
m100 Series
Handhelds
Copyright
Copyright © 2001-2002 Palm, Inc. All rights reserved. Graffiti, HotSync, PalmModem, and Palm OS are registered trademarks of Palm, Inc. The HotSync logo, Palm Powered, Palm, and the Palm logo are trademarks of Palm, Inc. Other product and brand names may be trademarks or registered trademarks of their respective owners.
Disclaimer and Limitation of Liability
Palm, Inc. assumes no responsibility for any damage or loss resulting from the use of this handbook.
Palm, Inc. assumes no responsibility for any loss or claims by third parties which may arise through the use of this software. Palm, Inc. assumes no responsibility for any damage or loss caused by deletion of data as a result of malfunction, dead battery, or repairs. Be sure to make backup copies of all important data on other media to protect against data loss.
IMPORTANT Please read the End User Software License Agreement with this product before using the accompanying software program(s). Using any part of the software indicates that you accept the terms of the End User Software License Agreement.
HotSync® Cradle and Adapters and Software Download Available
The HotSync® cradle/cable supplied with your handheld fits a USB connector. If you do not have a USB port available on your computer, you can order a 9-pin serial cradle and the following types of adapters: 25­pin serial adapter (for use with Windows computers), or a Macintosh serial adapter. To order a HotSync cradle or adapters, go to the web site:
www.palm.com
.
Palm™ Desktop software is supplied on a CD-ROM disc. If you do not have access to a CD-ROM drive for your computer, you can download the Palm Desktop software from
PN: 406-3912A-US
www.palm.com
.
Contents
About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Chapter 1: Introduction to Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Getting to know your Palm™ m100 series handheld . . . . . . . . . . . . . . . . . . . . . 3
What is a Palm m100 series handheld? . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Handheld components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Upgrading from another Palm OS handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Preparing to use your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Using the protective flip cover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Changing the face plate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Connecting the HotSync cradle/cable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Charging the handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Using your handheld with another PIM . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Tapping and typing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Tap with the stylus to get things done . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Elements of the handheld interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Opening applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Using menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Entering data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Customizing your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Chapter 2: Entering Data in Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . 27
Using Graffiti writing to enter data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Writing Graffiti characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
Graffiti tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
The Graffiti alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30
Writing capital letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Writing numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Graffiti numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Writing punctuation marks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Additional Graffiti punctuation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
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Writing symbols and extended characters . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Writing accented characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Accent strokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Additional non-English characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Navigation strokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Graffiti ShortCuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Using the onscreen keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
Using Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Using your computer keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Importing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Importing data from a Windows computer . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Importing data from a Mac computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Chapter 3: Managing Your Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Using the Applications Launcher . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Selecting applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Switching between applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Categorizing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Changing the Applications Launcher display . . . . . . . . . . . . . . . . . . . . . . . . 42
Choosing preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Installing and removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Installing add-on applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Removing Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 48
Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Assigning a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Changing or deleting a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Locking your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Recovering from a forgotten password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Chapter 4: Using Expansion Features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Inserting an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55
Removing an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Opening expansion card applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56
Switching between your handheld and an expansion card . . . . . . . . . . . . . . . 57
Copying applications to or from an expansion card . . . . . . . . . . . . . . . . . . . . . 57
Selecting copy settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Deleting applications from an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Card Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
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Reviewing card information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
Renaming a card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Formatting a card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Card Info menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Chapter 5: Using Your Basic Applications . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Overview of basic applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Date Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
Common tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Creating records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Editing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
Deleting records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Purging records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Exchanging and updating data: HotSync operations . . . . . . . . . . . . . . . . . . 72
Beaming information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Categorizing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Finding information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Sorting lists of records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Making records private . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Attaching notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Choosing fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Reviewing Reminders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Application-specific tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Date Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90
Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111
Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 115
Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118
Clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
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Chapter 6: Advanced HotSync® Operations . . . . . . . . . . . . . . . . . . . . . . . 123
Selecting HotSync setup options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Customizing HotSync application settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
IR HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Preparing your computer for infrared communication . . . . . . . . . . . . . . . 130
Configuring HotSync Manager for infrared communication . . . . . . . . . . 131
Performing an IR HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Returning to cradle/cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . 133
Conducting a HotSync operation via a modem . . . . . . . . . . . . . . . . . . . . . . . . 134
Preparing your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Preparing your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 136
Selecting the conduits for a modem HotSync operation . . . . . . . . . . . . . . 138
Performing a HotSync operation via a modem . . . . . . . . . . . . . . . . . . . . . . 138
Using File Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Creating a user profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Chapter 7: Setting Preferences for Your Handheld . . . . . . . . . . . . . . . . . . 143
Viewing preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 143
Buttons preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Pen preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
HotSync buttons preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145
Digitizer preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Formats preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Country default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146
Time, date, week start, and numbers formats . . . . . . . . . . . . . . . . . . . . . . . 147
General preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Auto-off delay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Stay on in cradle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
System, alarm, and game sounds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Beam Receive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Date and Time preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Connection preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Editing connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150
Network preferences and TCP/IP software . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Selecting a service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
Entering a user name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Entering a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Selecting a connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
Adding telephone settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153
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Connecting to your service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Creating additional service templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156
Adding detailed information to a service template . . . . . . . . . . . . . . . . . . 156
Login scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 159
Creating a login script on your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Plug-in applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
Deleting a service template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
Network preferences menu commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162
TCP/IP troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Owner preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
ShortCuts preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Creating a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Editing a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
Deleting a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 166
Appendix A: Maintaining Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . 167
Caring for your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Battery considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Resetting your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Performing a soft reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168
Performing a hard reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169
Appendix B: Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . 173
Software installation problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174
Operating problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Tapping and writing problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176
Application problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177
HotSync problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178
Beaming problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183
Password problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Recharging problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 184
Expansion card problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Appendix C: Non-ASCII Characters for Login Scripts . . . . . . . . . . . . . . . . 187
Use of ^char . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Carriage return and line feed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187
Literal characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 188
Product Regulatory Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189
vii
Contents
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193
viii

About This Book

Welcome to the Palm™ m100 series handheld. This handbook is designed to help you get up and running quickly on your handheld. It describes all you need to know about how to use your handheld and the applications that come with it.
It walks you through:
Locating all the parts of your handheld
Viewing and entering data
Working with expansion cards
Using your handheld with your computer
Personalizing your handheld with your own preference settings
After you become familiar with the basic functionality of your handheld, you can use the rest of this handbook as a reference for less common tasks, for maintaining your handheld, and also as a source of information if you have problems operating it.
1
About This Book
2

Introduction to Your Handheld

This chapter explains the physical buttons and controls on your Palm™ m100 series handheld, how to use your handheld for the first time, how to add expansion cards to your handheld, and how to use HotSync handheld and Palm™ Desktop software.

Getting to know your Palm™ m100 series handheld

What is a Palm m100 series handheld?

Palm m100 series handhelds will help you stay organized and on time, and keep up with daily tasks while you are away from your desk. Use your new handheld to do the following:
Enter your schedule in Date Book
®
technology to synchronize your
CHAPTER 1
Keep all your contact names, addresses, and phone numbers in Address Book
Prioritize and assign your tasks a due date in To Do List
Jot quick notes directly on the color screen in Note Pad
Set alarms from Clock, Date Book, and Note Pad, to keep yourself on schedule
and remind yourself of appointments and notes
Synchronize your data with Palm Desktop software on your Windows or Mac
computer so you always have a copy
Insert Secure Digital (SD) or MultiMediaCard expansion cards to add
additional software or memory, or to back up your data
Attach and use peripheral hardware devices, such as a modem
Beam information to another Palm OS® handheld with an IR (infrared) port that
is close by
3
Chapter 1 Introduction to Your Handheld

System requirements

To install and operate Palm Desktop software, your computer system must meet the following requirements:
Minimum requirements: Windows
IBM-compatible Pentium-class computer
Windows 95*/98/Me/NT 4.0*/2000**/XP** (* Windows 95/NT operating
systems require a serial cradle/cable, sold separately. ** User must have administrator rights to install Palm Desktop software.)
30 MB available hard disk space
VGA monitor or better (16 bit or High Color, and 800x600 resolution
recommended)
CD-ROM or DVD-ROM drive (you can also download the Palm Desktop
software from
Mouse
One available USB port or serial port (serial cradle/cable sold separately)
www.palm.com
)
Minimum requirements: Mac computer
Mac computer or compatible with a PowerPC processor
Mac OS 8.6 to 9.x
25 MB available hard disk space
6 MB available RAM
CD-ROM or DVD-ROM drive (you can also download the Palm Desktop
software from
Mouse
One available USB port or serial port (serial cradle/cable sold separately)
www.palm.com
)
Optional equipment
Modem (such as an add-on modem accessory)
Printer (compatible with your computer and its operating system)
Infrared communication device
Secure Digital (SD) or MultiMediaCard expansion cards (sold separately)
HotSync cable, which enables you to perform HotSync operations without your
cradle (sold separately, available with either a USB or serial connector)
4

Handheld components

Locating front panel controls
Scroll buttons/ Clock control
Getting to know your Palm™ m100 series handheld
Power button/ Backlight control
Screen
Graffiti
writing area
Changeable face plate
Power button/ Backlight control
Screen
Graffiti® writing area
Application buttons
Application buttons
Turns your handheld on or off and controls the backlight feature. If your handheld is turned off, pressing the power button turns the unit on and returns you to the last screen you viewed.
If your handheld is turned on, pressing the power button turns the unit off. Pressing the power button for about two seconds sets the brightness of the backlight to high or low.
Displays the applications and information stored in your handheld. It is touch-sensitive and responds to the stylus.
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 handheld applications that correspond to the icons on the buttons: Date Book, Address Book, To Do List, and Note Pad. If your handheld is turned off, pressing any application button activates the handheld and opens the corresponding application. This is the fastest way to open an application.
See “Buttons preferences” in Chapter 7 for details on
TIP
reassigning these buttons to activate any application on your handheld.
5
Chapter 1 Introduction to Your Handheld
Scroll buttons/ Clock control
Displays text and other information that extends beyond the handheld screen area.
When your handheld is on, pressing the lower button scrolls down to view information below the viewing area, and pressing the upper button scrolls up to view information above the viewing area.
When your handheld is off, pressing the top button displays the time.
Changeable face plate
Protects your handheld and enables you to personalize your handheld’s appearance.
Using the backlight
When your handheld is on, a backlight illuminates your screen and enables you to see the information, even under difficult lighting conditions. The backlight brightness is initially set to high, but you can set the brightness to low to save power. When you set the brightness, your handheld remembers your preference until you change the brightness.
To set the backlight:
Press the power button and hold it down for about two seconds. Release the
button when the backlight brightness is set to your preference.
In addition, you can assign the full-screen pen stroke to set the backlight. See
TIP
“Pen preferences” in Chapter 7 for details.
Locating back panel components
Stylus
Face plate tab
IR port
Reset button
Universal connector
Expansion card slot
6

Upgrading from another Palm OS handheld

Stylus
Face plate tab
IR port
Expansion card slot
Reset button
Universal connector
Serves as a pointing and writing device for navigating through applications and entering data on your handheld. To use the stylus, slide it out of the storage slot and hold it as you would a pen or pencil.
Releases the face plate so you can personalize the appearance of your handheld with another face plate (sold separately).
Uses infrared technology to transmit data to and receive data from other Palm OS handhelds, and to perform HotSync operations. See “Common tasks” in Chapter 5 and “IR HotSync operations” in
Chapter 7 for more information.
Accepts Secure Digital (SD) or MultiMediaCard content and SDIO cards, enabling you to add more memory, applications, or functionality. You can also back up data to an expansion card.
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.
Connects your handheld to the cradle/cable, which in turn connects to the back of your computer and power. This allows you to update the information between your handheld and computer using HotSync technology and recharge the battery.
The universal connector also connects peripheral hardware devices, such as a modem, to your handheld.
Upgrading from another Palm OS handheld
If you already own a Palm OS handheld, you must install the version of Palm Desktop software that comes with your new handheld. To upgrade quickly and easily, perform the tasks described in the following sections. Some tasks are specifically for upgrading.
7
Chapter 1 Introduction to Your Handheld

Preparing to use your handheld

Before you begin using your handheld and Palm Desktop software, you must complete a few easy installation tasks.

To use your handheld and Palm Desktop software, complete the following:

(If upgrading) Perform a HotSync operation using your old handheld and
cradle/cable. This ensures all data on your handheld is on your desktop computer.
Connect the HotSync cradle/cable that comes with your Palm m100 series
handheld to your computer. See “Connecting the HotSync cradle/cable” later in this chapter for details.
Insert your handheld in the cradle and charge the battery. See “Charging the
handheld” later in this chapter.
(If upgrading) You may want to create a copy of your old Palm Desktop
software folder and its contents before installing your new Palm Desktop software. If you do this, rename the copied folder (for example, Palm Old), and store it outside the Palm Desktop software folder. This step is optional.
Install the Palm Desktop software that comes with your Palm m100 series
handheld. See “Installing Palm Desktop software” later in this chapter for details.
Perform a HotSync operation. See “Exchanging and updating data: HotSync
operations” in Chapter 5 for details
(If upgrading) Rename your old handheld. To prevent unexpected results
during HotSync operations, each handheld must have a unique name. We recommend that you perform a hard reset on your old handheld. See
“Performing a hard reset” in Appendix A for details.

Using the protective flip cover

The flip cover protects your handheld screen when it is not in use. The window in the cover enables you to quickly view the time and alarm reminder messages when your handheld cover is closed. To view the time, press the top scroll button which is accessible through the hole at the bottom of the cover.
You can open the cover so that it rests on the back of your handheld, or remove it altogether.
.
8
Preparing to use your handheld
To remove the cover:
Open the cover and grasp the hinge with your thumb.
1.
Gently rock the cover from one side to the other until the hinge prongs release
2.
from the slots on the top edge of your handheld.
To reattach the cover:
Align the hinge prongs with the slots on the top edge of your handheld, and
then insert one prong at a time until the prongs lock inside the slots.

Changing the face plate

You can personalize the appearance of your handheld by changing the face plate. For information about face plate accessories, visit the web site
www.palm.com
.
9
Chapter 1 Introduction to Your Handheld
To remove the face plate:
Remove the flip cover.
1.
Lift the face plate tab slightly to separate it from your handheld and pull the
2.
existing face plate away from your handheld.
Face plate tab
To attach the face plate:
Align the bottom edge of the new face plate with the slot on the bottom edge of
1.
your handheld.
2
1
Gently press the top of the face plate onto your handheld until it clicks into
2.
position.

Connecting the HotSync cradle/cable

IMPORTANT
connector. If your computer does not have a USB port, or if you are using Windows 95, Windows NT, or an older Mac computer, you can order a serial cradle/ cable and a 25-pin serial adapter, if necessary, from www.palm.com. Follow the documentation that accompanies the serial cradle/cable before attempting to complete the installation tasks.
The HotSync cradle/cable supplied with your handheld fits a USB
10
To connect the HotSync Cradle/cable
Shut down and turn off your computer.
1.
Plug the USB connector on the cradle/cable into a USB port on your computer.
2.
Preparing to use your handheld
Connect the power cord that attaches to the back of the cradle’s USB port
3.
connector to the AC adapter cord.
Plug the adapter into any AC current outlet.
4.

Charging the handheld

Your handheld is recharged each time you place the handheld in the cradle. Just place your handheld in the cradle for at least two hours for an initial charge before you use it. Then place it in the cradle for ten to fifteen minutes each day to recharge the battery to full capacity.
If the battery gets low, your handheld displays a warning message. If this occurs, perform a HotSync operation and then recharge the battery as soon as possible. If your handheld shuts down, you still have about a week to recharge the battery before you lose the data on your handheld.
11
Chapter 1 Introduction to Your Handheld

Palm Desktop software

Palm Desktop software extends many of the functions of your handheld to your computer and serves to back up all your data. Viewing and editing your data using Palm Desktop software is optional. However, when you use it with your handheld and the built-in HotSync technology, you can fully synchronize the information on your handheld with the information on your computer.
It is a good idea to back up your data in case something happens to the data on your handheld. Changes you make on your handheld or Palm Desktop software appear in both places after you synchronize.
With Palm Desktop software, you can do the following:
Work with your handheld applications on your computer. Palm Desktop
software duplicates the Date Book, Address Book, To Do List, and Memo Pad applications on your handheld, so you can view, enter, and modify any data stored on your handheld. (You cannot modify Note Pad data in Palm Desktop software.)
Back up the data stored on your handheld with HotSync technology and
synchronize the data on your Palm Desktop software. Synchronization is a one­step procedure that ensures your data is always safe and up-to-date. See
“Exchanging and updating data: HotSync operations” in Chapter 5 for more
information.
12
Import and export data, so you can easily transfer data from other desktop
applications into Date Book, Address Book, To Do List, and Memo Pad. See
“Importing data” in Chapter 2 for more information.
Preparing to use your handheld
Print your Date Book, Address Book, To Do List, and Memo Pad information on
any printer.
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, the in Palm Desktop software (for Windows users), and the
the Macintosh User’s Guide
located in the Documentation folder in the Palm Desktop
Palm Desktop Software for
folder.
To ensure a safe and uninterrupted installation of Palm Desktop software, please print these instructions or refer to
Read This First
. Do the following before
installing:
Turn off your computer and connect the HotSync cradle/cable to it.
Quick Tour
Do
simply copy the Palm Desktop software files to your computer’s hard
not
disk. You must use the installer to place the files in their proper locations and to decompress the files.
To install Palm Desktop software on a Windows computer:
Turn on your computer.
1.
Exit any open programs, including those that run automatically at startup such
2.
as Microsoft Office, and disable any virus-scanning software.
Insert the Palm Desktop software CD-ROM into the computer’s CD-ROM
3.
drive.
Follow the onscreen instructions to complete the installation. During
4.
installation you may be asked to connect your handheld to the HotSync cradle/ cable.
Shown with a HotSync cradle. Some models use a cable in place of the cradle.
13
Chapter 1 Introduction to Your Handheld
To install Palm Desktop software on a Mac computer:
Turn on your computer.
1.
Insert the Palm Desktop software CD-ROM into your computer ’s CD-ROM
2.
drive.
Double-click the Palm Desktop CD-ROM icon.
3.
Double-click the Installer icon to begin the installation procedure.
4.
Follow the onscreen instructions to complete the installation.
5.
Shown with a HotSync cradle. Some models use a cable in place of the cradle.

Using your handheld with another PIM

If you prefer to use another personal information manager (PIM), such as Microsoft Outlook, you still need to install Palm Desktop software in order to add HotSync Manager, the connection software, and other features of Palm Desktop software to your computer. The connection software, called a conduit, lets you synchronize the data between your handheld and your PIM. The conduit for Microsoft Outlook is included on the Palm Desktop software CD-ROM (Windows only); however you must install it in addition to the Palm Desktop software. For information on the availability of conduit software for the PIM you use, contact the vendor of your PIM or visit the web site
www.palm.com
.
14

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 handheld screen is the basic action that gets things done on your handheld.
The first time you start your handheld, setup instructions appear on the screen. These instructions include a calibration screen. Calibration aligns the internal circuitry of your handheld with its touch-sensitive screen so that when you tap an element on the screen, the handheld can detect exactly which task you want to perform.
Tapping and typing
IMPORTANT
handheld screen. Never use an actual pen, pencil, or other sharp object to write on the handheld screen.
Always use the point of the stylus for tapping or making strokes on the
With your handheld turned on, you can tap the handheld screen to do many operations, such as the following:
Open applications
Choose menu commands
Initiate a Find operation to search through applications installed on your
handheld for specific text (Find operations do not search through applications on expansion cards)
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.
15
Chapter 1 Introduction to Your Handheld

Elements of the handheld interface

Icons
Menu bar
Menu bar
Icons
Contrast control
Clock
abc
123
A set of commands that are specific to the application. Not all applications have a menu bar.
Tap the icons to open applications , menus , Calculator , and to find text anywhere in your data .
Tap the Contrast icon to open the Adjust Contrast dialog box. Tap to the left or right of the slider to adjust the contrast in small increments or drag the slider to change the contrast in large increments. You can also press the up and down scroll buttons to adjust the contrast.
Tap the Clock icon to display the time and date.
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.
16
Check box
Tapping and typing
Previous/next arrows
Pick list
Command button
Check box
Command buttons
Next/previous arrows
Pick list
Scroll bar
Scroll bar
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.
Tap a button to perform a command. Command buttons appear in dialog boxes and at the bottom of application screens.
Tap the left and right arrows to display the previous and next record; tap the up and down arrows to display the previous and next page of information.
Tap the arrow to display a list of choices, and then tap an item in the list to select it.
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 scroll buttons on the front panel of your handheld.

Opening applications

You can use the Applications Launcher to open any application installed on your handheld. You can also open Date Book, Address Book, To Do List, and Note Pad with the application buttons on the front panel of your handheld.
Date Book Note Pad
Address Book
Applications Launcher
To D o L i s t
17
Chapter 1 Introduction to Your Handheld
When you press an application button on the front panel, you have instant
TIP
access to the selected application. You don’t even need to turn on your handheld first.
In addition to providing a way for you to open applications, the Applications Launcher displays the current time, battery level, and application category.
To open an application on your handheld:
Tap the Applications icon .
1.
Tap the icon of the application that you want to open. If you have many
2.
applications installed on your handheld, tap the scroll bar to see all of your applications.

Using menus

To find an application quickly, you can write the Graffiti character for the
TIP
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.
NOTE
expansion card applications” in Chapter 4.
You can also use applications on expansion cards. See “Opening
Menus on your handheld 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 5. The Edit menu is described in See “Editing records” in Chapter 5.
To open the menu bar:
Open an application (such as Memo Pad).
1.
Do one of the following:
2.
Tap the Menu icon .
18
Tapping and typing
Tap on the inverted title area at the top of the screen.
Tap the title area
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 that is currently open. Also, the menus and menu commands vary depending on
of the application you’re currently using. For example, in Memo Pad, the
part
which
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
19
Chapter 1 Introduction to Your Handheld
Draw the Command stroke anywhere in the Graffiti area. When you draw the Command stroke, the Command toolbar appears just above the Graffiti writing area to indicate that you are in Command mode.
Command
CutUndo Copy Paste Beam Delete
The command toolbar displays context sensitive menu commands for the current screen. For example, if text is selected the menu icons displayed may be undo, cut, copy, and paste. Tap on an icon to select the command, or immediately write the corresponding command letter for an appropriate command in the Graffiti writing area.
For example, to choose Select All in the Edit menu, draw the Command stroke, followed by the letter “s.”
20
NOTE
write the command letter immediately to choose the menu command.
Command mode is only active for a short time, so you must tap an icon or
Displaying online tips
Many of the dialog boxes that appear on your handheld 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.

Entering data

To display an online tip:
Tap the Tips icon .
1.
After you review the tip, tap Done.
2.
There are several ways to enter data into your handheld:
Using the onscreen keyboard
Tapping and typing
Using Graffiti writing
Using Note Pad
Entering or importing data in Palm Desktop software and then synchronizing
with your handheld
Using an external keyboard attached to the universal connector
Beaming data from another Palm OS handheld that is close by and has an
infrared port. See “Beaming information” in Chapter 5 for details.
Onscreen keyboard
When you create or edit a record in an application such as Address Book, you can open the onscreen keyboards to enter data.
Tap here for alphabetic keyboard
After a keyboard is open, you can tap to open any of the other keyboards, including the international keyboard. When a keyboard is open, you can still enter data in the
Tap here for numeric keyboard
21
Chapter 1 Introduction to Your Handheld
Graffiti writing area. See “Using the onscreen keyboard” in Chapter 2 for more information.
Ta b
Alpha
Backspace
Caps lock
Caps shift
Numeric
Tap here to display numeric keyboard
Tap here to display alphabetic keyboard
Carriage return
International
Tap here to display international keyboard
Graffiti writing
Your handheld 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.
Write letters here
Write numbers here
22
Division marks
The Palm Desktop software CD-ROM 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:
Tap the Applications icon .
1.
Tap the Memo Pad icon .
2.
Tap Ne w.
3.
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