Palm, Inc. and its subsidiaries assume no responsibility for any damage or loss resulting
from the use of this handbook.
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 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 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 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.pal m.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.pal m.com .
P/N: 406-2907-A-US
Page iii
Page iv Handbook for Palm™ m500 Series Handhelds
Contents
About This Book:.............................................................1
Chapter 1: Introduction to Your Handheld ......................3
Getting to know your Palm m500 series handheld..........................3
What is a Palm m500 series handheld?...........................................3
System requirements .........................................................................4
Palm m500 series components ........................................................ 5
Upgrading from another Palm OS handheld....................................9
Preparing to use your handheld .........................................................9
Connecting the HotSync cradle..................................................... 10
Charging your handheld................................................................ 11
Page x Handbook for the Palm™ m500 Series Handheld
About This Book
Welcome to the Palm™ m500 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.
About This BookPage 1
Page 2 About This Book
Chapter 1
Introduction to Your
Handheld
This chapter explains the physical buttons and controls on your
Palm™ m500 series handheld, how to use your handheld for the first
time, how to add expansion cards to your handheld, and how to use
HotSync
Desktop software.
Getting to know your Palm m500 series
handheld
What is a Palm m500 series handheld?
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
■ Keep all your contact names, addresses, and phone numbers in
■ Prioritize and assign your tasks a due date in To Do List
■ Jot quick notes directly on the screen in Note Pad
■ Set alarms from Clock, Date Book, and Note Pad, to keep yourself
■ Set preferences for how you receive alarms, by hearing a sound,
■ View, edit, and compose email on the run
■ Track expenses for your expense report
■ Synchronize your data with Palm™ Desktop software on your
■ Insert MultiMedia Card (MMC) or Secure Digital (SD) cards to add
■ Attach and use peripheral hardware devices, such as a modem
■ Beam information to another Palm OS
®
technology to synchronize your handheld and Palm™
Address Book
on schedule and remind yourself of appointments and notes
seeing an LED blink, or feeling your handheld vibrate
Windows or Macintosh computer so you always have a copy
additional software or memory, or to back up your data
®
handheld that is close by
and has an IR (infrared) port
Chapter 1Page 3
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 98/Me/2000 (Windows 95/NT operating systems
require a serial cradle, sold separately)
■ 16 MB RAM (64 MB recommended with Windows 2000)
■ 30 MB available hard disk space
■ VGA monitor or better (the Quick Tour requires 256-color video
display; for best results, use High Color:16 bit)
■ CD-ROM drive (you can also download the Palm Desktop
software from
■ Mouse
■ One USB port or available serial port (serial cradle sold separately)
Minimum requirements: Macintosh
■ Apple Macintosh or compatible with a Power PC processor
■ Mac OS 8.6 to 9 for USB support (OS 7.5.3 or later for serial
support)
■ One USB port or available serial port (serial cradle and adapters
sold separately)
■ 25 MB available hard disk space
■ 6 MB free RAM
http://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 MultiMedia Card (MMC) 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)
Page 4 Introduction to Your Handheld
Palm m500 series components
Locating front panel controls
IR port
IR port
Power
button/
Backlight
control
LED
indicator
/
Power button/
Backlight control/
LED indicator
Screen
Graffiti writing area
Scroll buttons
Application buttons
Uses infrared technology to transmit data to and
receive data from other Palm OS handhelds, and to
perform HotSync operations. See “Beaming
information” in Chapter 6 and “IR HotSync
operations” in Chapter 7 for more information.
Turns your handheld on or off and controls the
backlight feature. If your handheld is turned off,
pressing the power button turns the handheld 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 turns the backlight on or off.
The power button also lights steadily when the
handheld is charging in the cradle and blinks to
indicate alarms. Some applications enable you to set
alarms to remind yourself of events or notes. You can
set preferences for non-audible alarm notification.
See “General preferences” in Chapter 8 for details.
Chapter 1Page 5
Handheld
screen
Displays the applications and information stored in
your handheld. It is touch-sensitive and responds to
the stylus.
Graffiti®
writing
area
Scroll
buttons
The area where you write letters and numbers using
®
the Graffiti
alphabet. See Chapter 2 to learn how to
write Graffiti characters.
Displays text and other information that extends
beyond the area of the handheld screen. Pressing the
lower scroll button scrolls down to view information
below the viewing area, and pressing the upper scroll
button scrolls up to view the information above the
viewing area.
Application
buttons
Activates the individual handheld applications that
correspond to the icons on the buttons: Date Book,
Address Book, To Do List, and Note Pad. See
“Buttons preferences” in Chapter 8 for details on
reassigning these buttons to activate any application
on your handheld.
Tip:If your handheld is turned off, pressing any
application button activates the handheld and
opens the corresponding application.
Using the backlight
If lighting conditions make it difficult for you to see the information
on your handheld, 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 8 for
details.
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 “Auto-off delay” in Chapter 8 for
more information.
Page 6 Introduction to Your Handheld
Using the onscreen contrast control
Some Palm m500 series handhelds allow you to further adjust your
display by changing the amount of contrast on the screen.
To adjust the contrast:
1. Tap the Contrast icon in the upper-right corner of the Graffiti
writing area.
2. Do one of the following:
To change the contrast in small increments, tap to the left or
right of the slider.
To change the contrast in larger increments, drag the slider to
the left or right.
Tip:You can also use the up and down scroll buttons on the
front of your handheld to adjust the contrast setting.
3. Tap Done.
Chapter 1Page 7
Locating back panel components
Reset
button
Side channel
for stylus
Side channels
Expansion
card slot
Side
channel
for cover
Universal
connector
The right side channel holds the stylus, which
slides in and out and clicks into place. To use the
stylus, remove it and hold it as you would a pen
or pencil. The left side channel holds the front
cover, which also slides in and out.
Expansion
card slot
Accepts Secure Digital (SD) or MultiMedia Card
(MMC) expansion cards, enabling you to add
more memory or applications. You can also back
up data to an expansion card.
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.
Page 8 Introduction to Your Handheld
Universal
connector
Connects your handheld to the cradle, which in
turn connects to the back of your computer and
through the AC adapter to the wall current. This
allows you to recharge your handheld as well as
update the information between your handheld
and computer using HotSync technology.
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.
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. This ensures all data on your handheld is on
your desktop computer.
■Connect the HotSync cradle that comes with your Palm m500
series handheld to your computer. See “Connecting the HotSync
cradle” later in this chapter for details.
■ Charge the battery in your new handheld. See “Charging your
handheld” later in this chapter for details.
■ (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 m500
series handheld. See “Installing Palm Desktop software” later in
this chapter for details.
■ Perform a HotSync operation. See “Exchanging and updating data:
Chapter 1Page 9
HotSync operations” in Chapter 5 “for details, or refer to Getting
Started with Palm™ m500 Series Handhelds.
■ (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.
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 a 25pin serial adapter, if necessary, from
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.
http://
Page 10 Introduction to Your Handheld
4. Plug the AC adapter into any AC current outlet.
Charging your handheld
Your handheld contains a Lithium-ion polymer battery that is
recharged each time you place the handheld in the cradle. 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 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.
Chapter 1Page 11
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 builtin 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 one-step 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.
■ 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.
■ Print your Date Book, Address Book, To Do List, and Memo Pad
information on any printer.
Page 12 Introduction to Your Handheld
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 Quick Tour in Palm Desktop software (for
Windows users), and the Palm Desktop Software for the Macintosh
User’s Guide on the Palm Desktop software CD-Rom.
To ensure a safe and uninterrupted installation of Palm Desktop
software, please print these instructions or refer to Getting Started with Palm™ m500 Series Handhelds. Do the following before installing:
■ Turn off your computer and connect the HotSync cradle to it.
■ 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 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 disable any virus-scanning
software.
3. Insert the Palm Desktop software CD-ROM into the computer’s
CD-ROM drive.
4. Follow the onscreen instructions to complete the installation.
During installation you may be asked to place your handheld on
the cradle.
Chapter 1Page 13
To install Palm Desktop software on a Macintosh computer:
1. Turn on your Macintosh.
2. Insert the Palm Desktop software CD-ROM into your Macintosh’s
CD-ROM drive.
3. Double-click the Palm Desktop CD icon.
4. Double-click the Installer icon to begin the installation procedure.
5. Follow the onscreen instructions to complete the installation.
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
http://www.palm.com.
Page 14 Introduction to Your Handheld
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.
Important: Always use the point of the stylus for tapping or making
strokes on the handheld screen. Never use an actual pen,
pencil, or other sharp object to write on the handheld
screen.
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.
Chapter 1Page 15
Elements of the handheld interface
Icons
Menu
bar
Menu bar
Icons
Contrast
control
(on some
models)
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.
Page 16 Introduction to Your Handheld
Check
box
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.
Chapter 1Page 17
Applications
Launcher
Date BookNote Pad
Address Book
To Do List
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 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:
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 handheld, 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.
Note:You can also use applications on expansion cards. See
“Opening expansion card applications” in Chapter 4.
Page 18 Introduction to Your Handheld
Using menus
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 “Editing
records” in Chapter 5.
To open the menu bar:
1. Open an application (such as Memo Pad).
2. Do one of the following:
Tap the Menu icon .
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
Chapter 1Page 19
commands vary depending on which part of the application you’re
currently 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
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
CutUndoCopy PasteBeamDelete
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.”
Page 20 Introduction to Your Handheld
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