Palm M series GETTING STARTED GUIDE

Getting Started with
Palm
m100 Series
Handhelds
Copyright
Copyright © 2001 Palm, Inc. All rights reserved. Graffiti, HotSync, 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. assumes no responsibility for any damage or loss resulting from the use of this guide.
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.
Software Download Available
Palm™ Desktop software is supplied on a CD-ROM disc. If you do not have access to a CD-ROM drive for your computer, you can download 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.
PN: 406-3452A-US AN: 423-3452A-US
Contents
Front panel of Palm™ m100 series handhelds . . . . . . . . . . . . . . . . 1
Back panel of Palm m100 series handhelds . . . . . . . . . . . . . . . . . . . 1
Graffiti
Graffiti writing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Applications on your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Expansion card. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Beaming information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Battery power . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Removing and reattaching the flip cover . . . . . . . . . . . . . . . . . . . . 12
Changing the faceplate . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Palm™ Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
®
writing area and surrounding icons . . . . . . . . . . . . . . . . . 2
Basic Graffiti characters (there are many more). . . . . . . . . . . . . 3
Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
I don’t see anything on my handheld screen . . . . . . . . . . . . . . 16
I can’t complete a HotSync operation . . . . . . . . . . . . . . . . . . . . 17
Troubleshooting communication problems . . . . . . . . . . . . . . . 17
Troubleshooting data synchronization problems . . . . . . . . . . 19
iii
Contents
iv
Front panel of Palm™ m100 series handhelds
®
Power button
Press it to turn on your handheld. Hold it down for two seconds to turn on the backlight. Press it again to turn it off.
Date Bo ok
Address Book
Application buttons
Press each one to turn on the handheld and start an application.
Note Pad
To D o L i s t

Back panel of Palm m100 series handhelds

Stylus
The tool for everything you do on the handheld. Use it to write Graffiti characters, tap icons and buttons and menu items, select text, drag the scroll bar, and so on.
Graffiti® writing area
See the next page for details. Gr affiti writing is a simple method of writing letters, numbers, and symbols.
Scroll buttons
Press to scroll through screens, go from day to day in Date Book. When your handheld is off, press the Up button to display the Clock.
Faceplate tab
See page 12 to learn how to change the faceplate.
IR port
Beam data from your handheld to another Palm O S handheld. See page 11 for details.
Universal connector
Your handheld’s connection to the HotSync cable, and also to a modem, portable keyboard, and other accessories that are sold separately.
®
cradle/
Expansion card slot
Increase the space available for data and appli cations. See page 10 for details.
1

Graffiti® writing area and surrounding icons

Graffiti® writing area and surrounding icons
Ta p Clock to see the time, set an alarm, change the time and date.
When writing Graffiti characters, write letters
Tap to open the
Applications Launcher. All your
applications are listed there.
Tap to see menus in applications that have them.
Tap here to display alphabetic keyboard.
on the left, numbers on the right.
Ta p abc and 123 to display onscreen keyboards. Then tap characters to enter text.
Ta p Contrast to improve screen contrast using slider.
Tap to open the Calculator.
Tap to find text in all applications.
Tap here to display numeric keyboard.
Tap here to display international keyboard.
2

Graffiti writing

Graffiti writing
The best way to learn is to practice. To take the Graffiti tutorial on your handheld, tap the Graffiti icon in the Applications Launcher.
Most Graffiti characters are made with a single stroke of the stylus.
1. Start the stroke where the heavy dot is. Don’t try to make the dot; just start there.

Basic Graffiti characters (there are many more)

2. Don’t lift the stylus until you reach the end of the stroke.
Some characters require a preliminary stroke. For example, to write a quotation mark, tap once and then make the Graffiti stroke for n.

Tip s

Characters do not show up in the Graffiti writing area, but on the
handheld screen, wherever the blinking cursor is located in the record you’re working on.
Write Graffiti characters BIG, and write at normal speed.
Press firmly with the stylus.
You can see tables displaying all Graffiti characters simply by
drawing the pen stroke: starting from the bottom center of the Graffiti writing area, drag the stylus to draw a straight, imaginary line to the top of the screen.
3

Applications on your handheld

Applications on your handheld
In the Applications Launcher, the category All shows you all the applications on your handheld. Tap All to select another category from the pick list that drops down. Select Edit Categories to create a new category.
Use the stylus to drag the d ark bar of the scroll bar so that you can see the rest of the icons on the screen. Or press the Down scroll button.

Tips

To start an application, tap its icon.
Tap the Welcome icon in the Applications Launcher to go through
the Basic Skills and Graffiti tutorials.
Complete descriptions of the applications are in the electronic
Handbook.
For help on a task, tap the Tips icon on your handheld.
Address Book.
Keep names, addresses, phone numbers, and other information about your personal and business contacts. Enter a last name on the Look Up line to jump to that name.
4
Applications on your handheld
Calculator. Perform addition, subtraction, multiplication, division, and square root operations. In the Options menu, tap Recent Calculations to see the calculations you made in the current session.
Card Info. Name expansion cards, format them, and review general information about a card and its contents.
Clock. View the current time and date. Set a wake-up alarm here. In the Options menu, tap Alarm Preferences to select Reveille, Bumble Bee, or another sound.
5
Applications on your handheld
Date Book. Schedule appointments or any activity associated with a time and date. A diamond marks an untimed event. Tap icons in the lower-left corner to see events in the Day, Week, Month, or Agenda view.
Graffiti. Tap to start the Graffiti tutorial.
p
HotSync. HotSync operations exchange and update data between your handheld and your computer. You can perform HotSync operations using a cradle or cable, modems attached to your handheld and desktop computer, and the IR ports on your handheld and computer. When synchronization is complete, the following screen appears:
6
Applications on your handheld
Memo Pad. Store notes, directions, passwords, and other information you can’t always remember. Each memo can be up to 4,000 characters long. In the Options menu, tap Font to make text bold or large.
Note Pad. Work right on the screen to make notes in your own handwriting, draw maps, sketch, and so on.
7
Applications on your handheld
Prefs (Preferences). Customize the way your handheld looks and operates. Tap the pick list in the upper-right corner to go to the various preferences screens.
Security. Set a password here and select whether to mask your private records or hide them completely. Use the same password to lock your handheld.
8

Menus

Menus
To Do List. Create short reminders of what you have to do. Tap Details to prioritize an item. Use Agenda View in Date Book to see your schedule and To Do List items together.
Welcome. Come back here to recalibrate your screen or review the Basic Skills and Graffiti tutorials.
To use menus, tap the Menu icon, or tap the upper-left corner of the screen. The first menu drops down. Tap a menu to open it, and then tap a command to choose it.
Tap the Menu icon (shown at left) in the Graffiti writing area to display the first menu.
To use common commands available in your current context, draw the Graffiti Menu Command stroke. A toolbar appears. Tap the icon of the command you want.
Graffiti Menu Command stroke
In this context, Cut, Copy, and Paste are available. Just tap an icon.
9

Expansion card

Expansion card
A tiny Secure Digital (SD) or MultiMediaCard (MMC) expansion card (sold separately) increases the variety of tasks you can do and the amount of space available for storing software and data on your handheld.

To insert a card:

Insert the card in the
1.
direction shown by the icon.
Icon

To remove a card:

Push lightly against the
1.
card with your thumb.
Push the card in with your
2.
thumb. You feel the card lock and hear the system sound.
When the card is released,
2.
you hear the system sound.
When a card is seated in the expansion slot, its name appears in the upper-right corner of the Applications Launcher, and its contents appear onscreen, as shown to the right.
When you want to go back to the applications on your handheld, tap the name of the expansion card, and then tap All in the pick list.
10

Beaming information

Use the Card Info application to see general information about the expansion card, rename it, and format it.
Keep the expansion card slot clean. Leave the dummy card in the slot when you are not using an expansion card.
Beaming information
The IR (infrared) port on your handheld can beam information to another Palm OS
®
handheld that’s close by and also has an IR port.
You can beam the following information:
The record or category of records currently displayed in Address
Book, Date Book, Memo Pad, Note Pad, or To Do List.
An application in RAM memory or on an expansion card.
An Address Book record designated as your business card. To
designate the record, simply select the record, tap the Menu icon, tap Select Business Card, and then tap Yes to confirm. To beam your business card, hold down the Address Book button for two seconds.
For best results, handhelds should be between 10 centimeters (about 4 inches) and 1 meter (about 39 inches) apart, and the path between the two handhelds must be clear of obstacles.

To beam:

Display what you want to
1.
beam onscreen.
Tap the M e n u i c o n.
2.
In the menu that drops down,
3.
tap the Beam command.
To receive beamed information:
Turn on your handheld.
1.
(Optional) Tap the category
2.
pick list and select where you want the information to be stored on your handheld.
Before you move your handhelds out of beaming position, wait for the Beam Status dialog box to indicate that the transfer is complete.
11

Battery power

Battery power
Use two AAA batteries. To conserve battery life, minimize the use of the backlight, and go to General preferences to shorten the idle time before your handheld turns itself off.
If the batteries are so weak that your handheld does not operate, your data is safe for about two weeks. Enough energy may remain to preserve data, but not enough let you turn on your handheld. If your handheld does not turn on when you press the power button, insert new batteries immediately.

Removing and reattaching the flip cover

To remove the cover:

Grasp the hinge with your thumb.
1.
Gently rock the cover from one side
2.
to the other until the hinge prongs release from the handheld.

Changing the faceplate

To remove the faceplate:

Remove the flip cover.
1.
Lift the faceplate tab slightly to
2.
separate it from the handheld; then pull the faceplate away from the handheld.
12

Palm™ Desktop software

To attach the faceplate:

Align the bottom edge of the new
1.
faceplate with the slot on the bottom edge of the handheld.
Gently press the top of the
2.
faceplate onto the handheld until it clicks into position.
Palm™ Desktop software
2
1
13
Palm™ Desktop software
Here are four important reasons why you should use Palm™ Desktop software:
Synchronize to keep your data safe.
Develop the habit of performing frequent HotSync operations between your handheld and Palm Desktop software. Then, should anything happen to your handheld, you have a copy of your data in Palm Desktop software.
Enter data in an application on your computer.
Then perform a HotSync operation. The data shows up in the corresponding application on your handheld, and data from the handheld shows up in the appropriate application in Palm Desktop software.
Download Palm applications from the web
to the Palm\Add-on folder
on your computer. Then:
Windows.
Macintosh.
Click the Install Tool icon.
From the HotSync menu, choose Install Handheld Files.
On either platform, add the application to the Install Tool list and indicate whether the application is to be loaded on your handheld or an expansion card. Then perform a HotSync operation. The application is loaded onto your handheld or expansion card.
Consult the electronic Handbook.
Adobe Acrobat Reader opens the comprehensive documentation for your handheld. (If you do not have Acrobat Reader, install it from the CD labeled Palm Desktop software.) To open the
Windows.
From the Help menu of Palm Desktop software, choose
Handbook
, do one of the following:
Handbook.
Macintosh.
Open the Palm folder, and then open the
Documentation folder. Double-click the file Handbook.pdf.
The
Handbook
table of contents is located in the pane on the left side of Acrobat Reader. To jump to a section of the book, click the section in the table of contents. You can also click Index to find what you’re looking for; then click the index entry to jump to the page.
14

Troubleshooting

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/cable, 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/cable sold
http://www.palm.com
separately)
)
Minimum requirements: Macintosh
Apple Macintosh or compatible with a Power PC processor
Mac OS 8.5.1 to 9
One USB port or available serial port (serial cradle/cable and
adapters sold separately)
25 MB available hard disk space
6 MB free RAM
Troubleshooting
If you encounter a problem, try the following:
The suggestions included in this section.
The suggestions in the “Frequently Asked Questions” appendix of
the electronic
The Support pages on the Palm web site:
Handbook,
accessible from Palm Desktop software.
http://www.palm.com
15
Troubleshooting
If your problem persists, contact Technical Support. For US and International telephone numbers, go to the Palm web site:
http://www.palm.com.
Third-party applications.
There are thousands of third-party applications available for Palm OS handhelds. For questions and support, please contact the software developer directly.

I don’t see anything on my handheld screen

Press an application button to ensure your handheld is turned on.
1.
Tap the Contrast icon in the upper-right corner of the Graffiti
2.
writing area. If the Contrast dialog box appears, adjust the contrast by holding down the Up scroll button for a few seconds. If this doesn’t work, hold the Down scroll button for a few seconds.
Make sure the batteries are fresh and properly installed.
3.
Perform a soft reset. Use a
4.
paperclip to gently press the reset button on the back of your handheld.
If your handheld still doesn’t
5.
turn on, perform a hard reset by holding down the power button while doing a soft reset. Wait for the Palm™ logo to appear, and then release the power button. If you want to continue and erase all your data, press the Up scroll button.
Reset button
IMPORTANT
handheld are erased. Never perform a hard reset unless a soft reset does not solve your problem. You can restore any data previously synchronized with your computer during the next HotSync operation. See the electronic
16
With a hard reset, all records and entries stored in your
Handbook
for instructions on restoring your data.
Troubleshooting

I can’t complete a HotSync operation

The first step in diagnosing HotSync problems is to determine if your handheld and computer are able to communicate with each other.
Connect your handheld to the HotSync cradle/cable.
1.
Confirm that HotSync Manager is running and enabled.
2.
Windows.
On the Windows desktop, double-click the Palm Desktop icon, click the HotSync icon ™ on the taskbar and make sure Local (USB or Serial, depending on the kind of connection you use) is checked on the menu. If not, click it to insert a check mark.
Macintosh.
Double-click the HotSync Manager icon in the Palm folder. Click the HotSync Controls tab and make sure the Enabled option is selected.
Press the HotSync button on the cradle/cable.
3.
Watch your monitor to see if the HotSync Progress dialog box
4.
appears (you may also hear the HotSync tones on your handheld).
If the HotSync Progress dialog box does
appear, your handheld
not
and computer are not communicating. See “Troubleshooting communication problems” later in this chapter.
If the HotSync Progress dialog box appears, your handheld and computer are communicating. See “Troubleshooting data synchronization problems” later in this chapter.

Troubleshooting communication problems

Check your connections:

Check the contact points on your handheld and on the HotSync
1.
cradle/cable and make sure they are clean and free from obstruction.
Make sure that your handheld is seated firmly on the HotSync
2.
cradle/cable.
Check the HotSync cradle/cable connection on the back of your
3.
computer to make sure it is properly attached.
Press the HotSync button on the cradle/cable to perform a
4.
HotSync operation.
If your problem persists, check your handheld settings.
17
Troubleshooting

Check your handheld settings:

Turn on your handheld and tap the Applications icon .
1.
Tap the HotSync icon .
2.
Tap Local above the HotSync icon and select Cradle/Cable from
3.
the pick list below the HotSync icon.
Tap the HotSync icon to perform a HotSync operation.
4.
If your problem persists, check your computer settings.

Check your Windows computer settings:

Right-click the My Computer icon on your Desktop and choose
1.
Properties.
Click the Hardware tab, and then click Device Manager.
2.
Click the plus sign (+) next to Ports.
3.
If the port you are using for the HotSync cradle/cable shows an exclamation point, you have a hardware conflict. To resolve this, consult the documentation that came with your computer.
Click the HotSync icon on the taskbar and choose Setup.
4.
Click the Local tab and make sure the Serial port setting matches
5.
the port where you connected the HotSync cradle/cable.
From the Speed list, choose the 9600 setting.
6.
Click OK and perform a HotSync operation. If you are still
7.
experiencing problems, complete steps 8 and 9.
Click the HotSync icon on the taskbar and choose Exit.
8.
Restart HotSync Manager by selecting Start, Programs, Palm
9.
Desktop, and then HotSync Manager.
If you get a warning that the port is in use, then either move your
NOTE
HotSync cradle/cable to a different COM (serial) port or disable the conflicting device to perform HotSync operations.
18
Troubleshooting

Check your Macintosh settings:

Double-click the HotSync Manager in the Palm folder.
1.
Click the Serial Port Settings tab.
2.
Make sure Local is selected and that the port selection matches the
3.
port where your HotSync cradle/cable is attached.
If you get a warning that the port is in use, then either move your
NOTE
HotSync cradle/cable to a different port or disable the conflicting device to perform HotSync operations.

Troubleshooting data synchronization problems

If your data does not appear on your handheld and in the Palm Desktop software after a HotSync operation, try the steps in this section.
If you are attempting to synchronize with applications other than
NOTE
the Palm Desktop software (for example, Microsoft Outlook or Lotus Notes) using a third-party conduit, please consult the documentation that was provided with that conduit.

Check your desktop configuration:

Make sure you selected the user name that matches your handheld.
1.
Make sure the date on your computer matches the date on your
2.
handheld.

Check the HotSync log:

Open the HotSync log.
1.
Windows.
Log from the menu.
Macintosh.
and choose View Log from the HotSync menu.
Ensure that all applications are marked OK. If not, continue to the
2.
next section to check your conduit settings.
Click the HotSync icon on the taskbar and select View
Double-click the HotSync Manager in the Palm folder
19
Troubleshooting

Check your conduit settings on a Windows computer:

Click the HotSync icon on the taskbar and select Custom.
1.
Select the user name that matches the handheld you are attempting
2.
to synchronize.
Ensure that the application conduits (other than Backup and
3.
Install) are set to Synchronize the Files.

Check your conduit settings on a Macintosh:

Double-click the HotSync icon in the Palm folder.
1.
From the HotSync Manager menu, choose Conduit Settings.
2.
Select the user name that matches the handheld you are attempting
3.
to synchronize.
Ensure that the application conduits (other than Backup and
4.
Install) are set to Synchronize the Files.
20

Index

A
AAA batteries 12 Accessories, attaching 1 Address Book 4 Adobe Acrobat Reader for
electronic
Agenda view
in Date Book 6 showing To Do List items 9
Alphabet
Graffiti writing 3 onscreen keyboard 2
Applications
Address Book 4 beaming 11 buttons 1 Calculator 5 Card Info 5 Clock 5 Date Book 6 expansion card 10 Graffiti tutorial 6 HotSync 6 installing 14 Memo Pad 7 Note Pad 7 Prefs (Preferences) 8 Security 8 starting 1, 4 third-party 16 To Do List 9
Welc ome 9 Applications Launcher 2, 4, 10 Appointments in Date Book 6 Attaching
peripheral hardware 1
Handbook 14
B
Backing up your data 6, 14 Backlight 1, 12 Basic Skills tutorial 4, 9 Batteries 12, 16 Beaming information 1, 11 Bold text 7 Business card, creating on
handheld 11
C
Calculator 2, 5 Card Info for expansion cards 5, 11 Categories
application 4 beaming 11 creating 4 expansion card 10
Clock 5
alarm 2 alarm sounds 5 time and date 2 turning on with Up scroll
button 1
viewing the time 1, 2 Command stroke 9 Commands
accessing 2
menus for 9
toolbar of common 9 Connecting handheld 1 Contrast
improving screen visibility 2
troubleshooting screen
problems 16 Cover for handheld 12 Customizing handheld 8
21
Index
D
Data. Date Book 6 Date, setting and viewing 5 Day view in Date Book 6 Diamond mark for untimed
event 6
Documentation for handheld 4, 6,
14
Downloading applications from
the web 14
Drawing in Note Pad 7
Entering text
See
E
Entering text
fonts 7 Graffiti tutorial 3, 4 help with Graffiti writing 3 on computer 14 on handheld 2
Expansion card 10
formatting 5 installing applications on 14 naming 5 slot 1
H
Handbook
Handheld
Handwritten notes 7 Hard reset 16 Hiding private records 8 HotSync
4, 14
attaching accessories to 1 cover for 12 faceplate for 12 increasing space on 10 locking 8 recalibrating screen 9 resetting 16 screen problems 16
connection 1 for installing applications 14 local operation on
Macintosh 17
restoring data after hard
reset 16
transferring data from
computer to handheld 6, 14
troubleshooting
problems 17–20
F
Faceplate 1, 12 Finding an address 4 Finding text on handheld 2 Flip cover for handheld 12 Font, changing 7 Frequently asked questions 15
G
Graffiti writing
help for 3 Menu Command stroke 9 stylus used for 1 table of main characters 3 tutorial 3, 6, 9 where to write 1, 2 writing characters 3
22
I
Installing
applications 14 third-party applications 16
International characters, onscreen
keyboard 2
IR port for beaming 1, 11
K
Keyboards
external 1 on handheld 2
L
Large text 7 Locking handheld 8 Looking up an address 4
Index
M
Macintosh 14, 17, 19, 20 Masking private records 8 Memo Pad 7 Menus 2, 9 Modem 1 Month view in Date Book 6
N
Note Pad 7 Notes
Memo Pad 7 Note Pad 7
Numbers
onscreen keyboard 2
P
Palm Desktop software 14 Password 8 Pen stroke 3 Peripheral hardware, attaching 1 Pick lists 4, 8 Power from batteries 12 Preferences 8 Prioritizing tasks 9 Private records 8 Punctuation, Graffiti writing 3
R
Recalibrating handheld screen 9 Records
beaming 11 entering text 3
private 8 Reminders 9 Removing
cover 12
faceplate 12 Resetting handheld
hard reset 16
soft reset 16 Returning to handheld
applications from expansion card 10
S
Scheduling with Date Book 6 Screen
contrast 2 problems with 16
recalibrating 9 Scroll bar 1, 4 Scroll buttons 1 Security 8 Soft reset 16 Starting applications 1, 4 Stylus 1
to display Graffiti Help 3
using to scroll 4 Synchronization 6, 14
See also
HotSync
T
Tapping to work with handheld
features 1 Technical Support 16 Third-party applications on
handheld 16 Time, setting and viewing 1, 5 Tips for help on handheld 4 To D o L ist 9 Toolbar of common commands 9 Troubleshooting 15–20 Turning off handheld 1, 12 Turning on handheld 1, 16 Tutorials on the handheld 4, 9
U
Universal connector 1 Untimed events in Date Book 6
W
Weak batt er i e s 12 Web site 1 5 Week view in Date Book 6 We lc o m e 9 Windows 14, 17, 19, 20 Writing on handheld 1, 2, 3
23
Index
24
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