Palm m500, m515, M505 User Manual

Getting Started with Palm
m500 Series Handhelds
Copyright
Copyright © 2000 Palm, Inc. or its subsidiaries. All rights reserved. Graffiti, HotSync, PalmConnect, and Palm OS are registered trademarks, and the HotSync logo, Palm, and the Palm logo are trademarks of Palm, Inc. or its subsidiaries. Other product and brand names may be trademarks or registered trademarks of their respective owners.
Disclaimer and Limitation of Liability
Palm, Inc. and its subsidiaries assume no responsibility for any damage or loss resulting from the use of this guide.
Palm, Inc. and its subsidiaries assume no responsibility for any loss or claims by third parties which may arise through the use of this software. Palm, Inc. and it subsidiaries assume no responsibility for any damage or loss caused by deletion of data as a result of malfunction, dead battery, or repairs. Be sure to make backup copies of all important data on other media to protect against data loss.
Important: Please read the End User Software License Agreement with this product 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 Adapters and Software Download Available
The HotSync® cradle supplied with your handheld fits a USB connector. If you do not have a USB port available on your computer, you can order a 9-pin serial cradle and the following types of adapters: 25-pin serial adapter (for use with Windows computers), or a Macintosh serial adapter. To order a HotSync cradle or adapters, go to the web site: http://www.palm.com.
Palm™ Desktop software is supplied on a CD-ROM disc. If you do not have access to a CD-ROM drive for your computer, you can download the Palm Desktop software from http://www.palm.com.
Agency Compliance Information
Product regulatory and compliance information can be found in the Handbook file lo­cated on the product CD-ROM.
P/N: 406-2698-A-US A/N: 423-2698-A-US
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Contents

Chapter 1: Get Started ....................................................1
Your Palm m500 series handheld .......................................................2
Upgrading from another Palm OS handheld....................................2
Preparing to use your handheld .........................................................3
Connecting the HotSync cradle....................................................... 3
Charging your handheld......................................................................3
Setting up your handheld ....................................................................4
Installing Palm Desktop software.......................................................4
Installing Palm Desktop software on a Windows computer...... 5
Installing Palm Desktop software on a Macintosh....................... 6
Synchronizing data: Performing the first HotSync operation ........7
Using Expansion Features....................................................................8
Inserting an expansion card ............................................................ 8
Removing an expansion card.......................................................... 9
Using Peripheral Hardware ............................................................ 9
Congratulations!..................................................................................10
Chapter 2: Enter Data....................................................11
Entering data with the onscreen keyboards....................................11
Entering data with Graffiti writing...................................................12
Graffiti tips ....................................................................................... 13
Entering data with Note Pad.............................................................13
Entering data with Palm Desktop software ....................................14
Entering data using an external keyboard.......................................14
Importing data.....................................................................................14
Chapter 3: Get to Work..................................................15
Adjusting the screen ...........................................................................15
Using the backlight ......................................................................... 15
Adjusting the contrast .................................................................... 15
Using Address Book ...........................................................................16
Creating an Address Book entry................................................... 16
Viewing and changing an Address Book entry.......................... 17
Deleting an Address Book entry................................................... 17
Using Date Book..................................................................................18
Creating an event ............................................................................ 18
Creating an untimed event........................................................... 19
Creating a repeating or continuous event................................... 20
Rescheduling an event ................................................................... 20
Changing the Date Book view....................................................... 21
Contents Page iii
Deleting an event............................................................................ 22
Using To Do List ................................................................................. 23
Creating a To Do List item ............................................................ 23
Changing a To Do List item .......................................................... 24
Marking a To Do List item complete ........................................... 25
Deleting a To Do List item............................................................. 25
Using Note Pad ................................................................................... 26
Creating a note ................................................................................ 26
Deleting a note ................................................................................ 26
Transcribing a note......................................................................... 26
Using Memo Pad................................................................................. 27
Reviewing and changing a memo................................................ 28
Deleting a memo............................................................................. 28
Using Clock.......................................................................................... 29
Viewing the time and date ............................................................ 29
Setting an alarm .............................................................................. 30
Using Mail............................................................................................31
Viewing e-mail items ..................................................................... 31
Opening an e-mail item ................................................................. 32
Creating e-mail items ..................................................................... 32
Replying to an e-mail item ............................................................ 34
Deleting e-mail................................................................................ 34
Purging deleted e-mail................................................................... 35
Using Preferences and other settings...............................................36
Changing the Applications Launcher display............................ 36
Changing fonts................................................................................ 36
Setting Date and Time preferences .............................................. 37
Setting General preferences .......................................................... 38
Changing Formats preferences..................................................... 39
Beaming information..........................................................................39
Beaming data................................................................................... 40
Beaming applications..................................................................... 40
Receiving beamed information..................................................... 41
Beaming your business card ......................................................... 41
Beaming Tips................................................................................... 41
Installing add-on applications ..........................................................42
Installing applications using a Windows computer.................. 42
Installing applications using a Macintosh .................................. 44
Resetting your handheld ................................................................... 45
Performing a soft reset................................................................... 45
Performing a hard reset................................................................. 46
Page iv Getting Started with Palm™ m500 Series Handhelds
Chapter 4: Frequently Asked Questions........................47
I don’t see anything on my handheld screen.............................. 47
I can’t complete a HotSync operation .......................................... 48
Troubleshooting communication problems................................ 48
Troubleshooting data synchronization problems ...................... 49
Contents Page v
Page vi Getting Started with Palm™ m500 Series Handhelds

Chapter 1

Get Started

Palm™ m500 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, and set an alarm to remind you
of important meetings
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 screen in Note Pad
View, edit, and compose email on the run
Track expenses for your expense report
Synchronize your data with Palm™ Desktop software on your
Windows or Macintosh computer so you always have a copy
Insert Secure Digital (SD) or MultiMedia Card (MMC) expansion
cards to add additional software or memory, or to back up your data
Attach and use peripheral hardware devices, such as a modem or
portable keyboard
Beam information to another Palm OS
and has an IR (infrared) port
®
handheld that is close by
This guide, Getting Started with Palm™ m500 Series Handhelds, provides information about performing basic tasks on your handheld and with Palm Desktop software.
After you install Palm Desktop software on your computer, please read the online Handbook for Palm™ m500 Series Handhelds for information about performing more advanced tasks. If you are using a Windows computer, open the handbook by clicking the Handbook.pdf file in the Palm folder on your computer. If you are using a Macintosh computer, copy the Handbook.pdf file from the Documentation folder on the Palm Desktop CD-ROM to your Palm folder, and then click the file.
Chapter 1 Page 1

Your Palm m500 series handheld

Expansion card slot
Insert expansion cards to add additional applications or memory, or to back up your data.
Applications Launcher
Tap the Applications icon to see all your applications.
Date Book
Address Book
Application buttons
IR port
Exchange data and applications with any infrared-enabled Palm OS handheld that’s nearby.
To Do List
Note Pad
Power button/ Backlight control/ LED indicator
Press here to turn your handheld on and off. Hold it down for a few seconds to turn on the backlight. Also blinks to indicate alarms.
Graffiti® writing area
Use the stylus to enter Graffiti and numbers here, or to access the onscreen keyboard.
Scroll buttons
Press the top button to scroll up and the bottom button to scroll down.
Stylus
®
text

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. Also, perform a HotSync before you complete the installation tasks. This ensures all data on your handheld is on your desktop computer.
Page 2 Get Started
®
operation using your old handheld and cradle

Preparing to use your handheld

Before you begin using your handheld and Palm Desktop software, you must complete a few easy installation tasks.
Connecting the HotSync cradle
Important: The HotSync cradle supplied with your handheld fits a
USB connector. If your computer does not have a USB port, or if you are using Windows 95, Windows NT, or an older Macintosh, you can order a serial cradle and either a 25-pin or Macintosh serial adapter, if necessary, from
http://www.palm.com. Follow the documentation that
accompanies the serial cradle before attempting to complete the installation tasks.
1. Shut down and turn off your computer.
2. Plug the USB connector into a USB port on your computer.
3. Connect the power cord that attaches to the back of the cradle’s USB port connector to the AC adapter cord.
4. Plug the AC adapter into any AC current outlet.

Charging your handheld

Just place your handheld in the cradle for two hours for an initial charge before you use it. Then place it in the cradle for a few minutes each day to recharge the battery to full capacity. If your handheld shuts down because the battery has fully discharged, you still have about a week to recharge the battery before you lose the data on your
Chapter 1 Page 3
handheld.

Setting up your handheld

1. Press the power button to turn on your handheld.
2. Follow the instructions on the screen to set up your handheld.
Note: If your handheld does not turn on, see Chapter 4 in this
guide for suggestions.
Important: For users outside the United States, choose the same
language for your handheld and Palm Desktop software. Choosing a language that does not match the Palm Desktop software is not recommended or supported, and may result in data loss. If you need to reselect a language on your handheld, you must perform a hard reset. See “Resetting your handheld” in Chapter 3 for details.
3. After you complete the set up steps, tap Next to complete the Basic Skills tutorial.
Tip: To access the Basic Skills tutorial later, tap the Welcome
icon in the Applications Launcher.

Installing Palm Desktop software

Palm Desktop software includes the same applications as your handheld: Date Book, Address Book, To Do List, Note Pad, Memo Pad, and Expense. You can use the HotSync Manager to backup and exchange data between your handheld and your computer.
If you are 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. This is optional. If you do this, rename the copied folder (for example, Palm Old), and store it outside the Palm Desktop software folder.
Note: If you are using Microsoft Outlook or other organizer software
instead of Palm Desktop software, you still need to complete this process to install HotSync Manager, conduit software, and other features of Palm Desktop software.
Page 4 Get Started
Installing Palm Desktop software on a Windows computer
1. Turn on your computer.
2. Exit any open programs, including those that run automatically at startup (such as Microsoft Office) and virus-scanning software.
3. Insert the Palm Desktop CD-ROM into the CD-ROM drive.
Note: If installation does not begin, click the Windows Start
button, choose Run, enter D:\autorun.exe, and then click OK. If necessary, replace D: with the drive letter assigned to your CD-ROM drive.
4. Follow the onscreen instructions to complete the installation. During installation, you may be asked to connect your handheld to the HotSync cradle.
Chapter 1 Page 5
Installing Palm Desktop software on a Macintosh
1. Turn on your Macintosh.
Note: If you are upgrading and your old Palm Desktop software
is version 1.0, uninstall your old Palm Desktop software.
2. Insert the Palm Desktop CD-ROM into the CD-ROM drive.
3. Double-click the Palm Desktop CD icon.
4. Double-click the Palm Desktop Installer icon.
5. Follow the onscreen instructions to complete the installation.
Page 6 Get Started

Synchronizing data: Performing the first HotSync operation

The HotSync process automatically synchronizes — that is, exchanges and updates — data between your handheld and Palm Desktop software. Changes you make on your handheld or Palm Desktop software appear in both places after a HotSync operation.
1. Place your handheld on the HotSync cradle.
2. Press the HotSync button
3. When the Users dialog box appears, select the user name you entered when you installed Palm Desktop software.
on the cradle.
4. Wait for a message on your handheld indicating that the process is complete.
Note: Your user name serves as the connection between your
handheld and your computer. If you’re sharing Palm Desktop software with another handheld user, you can change users by selecting a name from the User list on the right side of the Palm Desktop window. Be sure you select the correct user name before entering data in Palm Desktop software.
Tip: To remove your handheld from the cradle, rock it gently
forward, then lift.
Chapter 1 Page 7
Each handheld must have a unique name
To prevent unexpected results during HotSync operations, possible data loss, and other complications, each handheld must have a unique name. If you have upgraded, your new handheld and your old handheld have the same user name after completing the upgrade process. We strongly recommend that you perform a hard reset on your old handheld to erase all data from the old handheld and assign it a new user name during the next HotSync operation with the old handheld. See “Performing a hard reset” in Chapter 3 for details.

Using Expansion Features

Your handheld provides an expansion card slot that accepts Secure Digital (SD) or MultiMedia Card (MMC) expansion cards. These enable you to add additional software applications or memory. You can also use an expansion card to back up your data when it is inconvenient to perform a HotSync operation.
Inserting an expansion card
1. Hold your handheld securely.
2. Insert the card into the expansion card slot, following the direction indicated by the expansion card icon on the back panel of your handheld.
3. Use your thumb to push the card into the expansion slot. When you feel the card lock and hear the system sound, the card is properly seated within the slot.
Page 8 Get Started
Removing an expansion card
1. Hold your handheld securely.
2. Use your thumb to lightly push against the top of the card, following the direction indicated by the expansion card icon on the back panel of your handheld. The expansion card slot releases the card, and your handheld plays the system sound.
3. Lift the card from the expansion card slot.
Note: Your handheld comes with a dummy card seated within
the expansion card slot. To prevent debris from entering and damaging the slot, we suggest that you leave the dummy card seated when you are not using an expansion card.
Using Peripheral Hardware
So that you can easily attach and use peripheral hardware devices, such as a modem, portable keyboard, or a Global Positioning System (GPS) receiver, your handheld is equipped with a universal connector. For information about the installation and operation of hardware devices, please refer to the documentation that accompanies each device.
Chapter 1 Page 9

Congratulations!

You’ve charged the battery in your handheld, connected your handheld to your computer, installed the Palm Desktop software, and performed your first HotSync operation.
For more information about using your handheld, see the following:
This guide, Getting Started with Palm™ m500 Series Handhelds,
provides instructions on performing basic tasks on your handheld.
The Basic Skills tutorial on your handheld. To access this tutorial,
go to the Applications Launcher and then tap the Welcome icon.
The online handbook, Handbook for Palm™ m500 Series Handhelds,
provides comprehensive instructions on using your handheld and the Palm applications that come with it.
Windows.
Open the Palm folder on your computer, and then
double-click the Handbook.pdf file.
Macintosh.
Open the Documentation folder on the CD-ROM and copy the Handbook.pdf file to the Palm folder on your Macintosh, and then double-click the file.
Note: If the handbook file does not open, then you need to
install Adobe Acrobat from the Palm Desktop CD-ROM.
Windows.
Open the Acroread folder and then double-click
the ar405eng.exe file.
Macintosh.
Open the Palm Extras folder, open the Adobe
Acrobat Reader folder, and then double-click the Reader
4.05 Installer icon.
For more information about using Palm Desktop Software, see the following:
The Windows tutorial for Palm Desktop software, Quick Tour. To
access this tutorial, go to the Help menu in Palm Desktop software and choose Quick Tour.
The online user guide, Palm Desktop Software for the Macintosh
User’s Guide. To access this guide, open the Documentation folder
on the Palm Desktop CD-ROM, copy the Palm Desktop.pdf file to the Palm folder on your Macintosh, and then double-click the file.
The online help for Palm Desktop software. To access the online
help, go to the Help menu in Palm Desktop software.
The Help Notes support information for Windows users. To access
this information, open the Palm folder on your computer, open the Helpnote folder, and then double-click the individual note files.
Page 10 Get Started

Chapter 2

Enter Data

There are several ways to enter data into your handheld: the onscreen keyboards, Graffiti external keyboard accessory, and importing data. You can also accept beamed data from another Palm OS handheld that is close by and has an infrared port. See “Beaming information” in Chapter 3 for details.

Entering data with the onscreen keyboards

1. Open any application (such as Address Book).
2. Tap any record, or tap New.
3. Tap “abc” or tap “123” to open an onscreen keyboard.
®
writing, Note Pad, Palm™ Desktop software, an
Tap here for alphabetic keyboard
Note: Graffiti writing area shown with contrast adjustment.
Some models do not use contrast adjustment.
Chapter 2 Page 11
Tap here for numeric keyboard
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