3Com Corporation and its subsidiaries assume no responsibility for any damage or loss
resulting from the use of this handbook.
3Com Corpo ration and i ts sub si diar ies assu me n o re spon sibilit y for any loss or claims
by third part ies whic h ma y arise through th e use of t his softw are. 3Co m Corpor ation
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 othe r medi a to prote ct agains t dat a loss.
Important: Please read the 3Com End User Software License Agreement contained in
this handbook before using the acc ompany ing softw are prog ram(s). Usin g an y part of
the software indicates that you accept the terms of the 3Com End User Software License
Agreement.
3.5" Softw are Diskettes A vailable
Palm™ Desktop software is supplied on a CD-ROM disc. If you do not have access to a
CD-ROM drive for your computer, you may download the Palm Desktop software software from http://www.palm.com. Alternatively, you can order 3.5" diskettes by completing and mailing the diskette order card supplied in the Palm V™ organizer product
package, or ca ll to order the disk ettes. See th e Worldw ide Custom er Supp ort card for
the appropriate phone number.
P/N: 405-03 45-0 1A
A/N: 423-0223-01
Page ii Handbook for th e Palm V™ Or ga nizer
Contents
About This Book
Chapter 1: Introduction to Your Palm V™ Organizer
Getting to know your Palm V organizer............................................3
What is a Palm V organizer? ........................................................... 3
System requirements ........................................................................ 4
Information for upgraders............................................................... 4
Palm V components.......................................................................... 5
Recharging the battery ................................................................... 10
Welcome to the Palm V™ connected organizer. This handbook
describes all you need to know about how to use your Palm V
organizer and the applications that come with it. It walks you through
viewing and entering data, using your Palm V organizer with your
computer, and personal izing the or ganizer with your own
preferences.
This book is designed to help you get up and running quickly on your
organizer. The beginning chapter explains the following:
■All the parts of your organizer
■The Palm V interface
■Entering data
■Setting up security and other preferences
After you become familiar with the basic functionality, you can use
the rest of th is ha ndbook as a refer en ce for les s common tasks and for
maintaining your Palm V organiz er, and also as a source of
information if you have problems operating it.
About This BookPage 1
Page 2 About T his Book
Chapter 1
Introduction to Your
Palm V
This chapter explains the physical buttons and controls on your
Palm V™ connected organizer, how to use your Palm V organizer for
the first time, and how to use HotSync
your Palm V organizer and Palm™ Desktop organizer software.
Getting to know your Palm V organizer
What is a Palm V organizer?
With your Palm V organizer you will no longer have trouble getting
to meetin gs and appointme nts on time, or rememberi ng the names
and personal details of the people you connect with. It will be easy for
you to re member all the it ems on y our to do list. The Palm V organizer
can help you im prove y our t rack r ecord i n al l these areas, both at w ork
and at home.
You can enter all your schedule details in Date Book so you can view
them by the day, week, or month; you can even set an alarm to remind
you of important meetings. Keep all your contact names, addresses,
phone numbers, and other de tails in Addres s Book, so you can fi nd
them as soon as you nee d the m. Add your tasks to To Do List,
prioritize them so you don’t ove rl ook them, and assign them a due
date.
™
Organizer
®
technology to sy nchronize
To make sure you d on’t lose any of this important i nformation, you
can synchronize your data with Palm Desktop software on your
computer so you always have a backup copy. You can set different
levels of security for your Palm V organizer so unauthorized eyes
cannot view your data.
When you are out of the office, track your expenses for your expense
reports; then transfer the data to your computer to print it out. You can
write, edit, and view your e-mail, and then sychronize your e-mail
with your desktop E-Mail application when yo u return to your office.
Chapter 1Page 3
System requirements
To install and operate Palm Desktop software, your computer system
must meet the following requirements:
Minimum requirements
■Windows 98, Windows 95, or Windows NT 4.0
■IBM-compatible 486 computer or higher
■8 MB RAM (memory) minimum, 16 MB recommended
■20 MB available hard disk space
■VGA monitor or better (the Palm V Quick Tour requires a 256
color video display)
■CD-ROM drive (y ou can also download the Palm Desktop
software f rom http://www.palm.com, or order 3.5" disk e ttes
from 3Com)
■Mouse
■One available serial port
Option al equipment
■Palm V™ Modem
■Windows-compatible printer
Information for upgraders
If you already own a PalmPilot™ organizer or Palm III™ organizer,
3Com recommends that you install the version of Palm Desktop
software that comes with your new Palm V organizer. All your data
will be preserved .
You can perform HotSync operations in exactly the same way, so you
can quickly synchronize your data wi th your new organizer . Just
remember to synchroni ze your old organizer with Pa lm Desktop
software before you synchronize with your new organizer, so you
have all your latest information.
Page 4 Introduction to Your Palm V™ Organizer
Palm V components
C
Locating front panel controls
ontrast
control button
Power button
Screen
Graffiti writing area
Scroll button
Applic a tion buttons
PalmV
organizer
screen
Graffiti
writing
area
Application
buttons
Displays the applications and information stored in
your Palm V organizer. It is touch-sensitive and
responds to the stylus or your finger.
®
The area where you write letters and numbers using
®
the Graffiti
alphabet. See Chapter 2 to learn how to
write Graffiti characters.
Activate the individual Pal m V organizer
applications that correspond to the icons on the
buttons: Date Book, Address Book, To Do List, and
Memo Pad. See “Buttons preferences” in Chapter 7
for details on re assigning the se b uttons to activate
any application on your Palm V organize r.
Tip:If your Palm V organizer is turned off,
pressi ng an y application bu tton activates the
Palm V organizer and opens the
corresponding application.
Chapter 1Page 5
Scroll
button
Displays text and other information that extends
beyond the area of the Palm V organizer screen.
Pressing the lower hal f of the scroll button scrolls
down to view informatio n belo w the viewing area,
and pressing the upper half of the button scroll s up to
view the information above the viewing area.
Contrast
control
button
Turns on the onscreen contrast control so you can
adjust the screen for the clearest screen display as
required by the lighting condit ions or temperature of
the environment where you use your organizer. See
“Usi n g th e onscreen co nt ra st contro l” lat e r in thi s
chapter for more information.
Power
button
Turns your Palm V organizer on or off and controls
the backlight feature. If your Palm V organize r is
turned off, pressing the power button turns the unit
on and ret u rns you to the last sc re e n y o u vi e w ed .
If your Palm V organizer is turned on, pressing the
power button turns the unit off. Holding the power
button do wn for about two seconds turns the
backlight on or off.
Using the onscreen contrast control
Even with the backlight on, you may need to make further
adjustments by changing the amount of contrast on the screen.
To adjust the contrast:
1. Pres s the Co n t ra s t co n t ro l b u tt o n .
2. To change the contrast in small increments, tap to the lef t or right
of the slider .
To change the contrast in larger increments, drag the slider to
the left or ri ght.
Tip:You can also pres s the scroll button to move the slider
incrementally.
3. Tap Done.
Page 6 Introduction to Your Palm V™ Organizer
Using the backlight
If you have difficulty seeing the information on your Palm V
organizer, you can use the backlight to illuminate your screen.
To activate the backlight:
■Press the power button and hold it down for about two seconds.
Release the button when the b acklight turns on.
To turn off the backlight:
■Press and hold the po we r button for about two seconds. The
backlight also turns off automatically (after a per iod of inactivity)
with the Auto-off feature.
In add i tion, you ca n assign th e f u ll - s cre e n pen stro k e to ac ti v a te th e
backlight. See “General preferences” in Chapter 7 for more
information.
Chapter 1Page 7
Locating back panel components
Side
channel
for stylus
or cover
IR port
Reset
button
Serial
connector
Side channels
Hold the stylus or front cover, which slide in
and out of either side channel and click into
place. To use the stylus, remove it from the
side channel and hol d it as you would a pen or
pencil.
IR port
Uses infrared technology to trans mi t data to
and receiv e data from oth er Palm Computi ng
connected organizers. See “Beaming
informatio n” in Chap ter 5 for mor e
informatio n.
Reset button
Under normal use, you should n ot have to use
the reset button. See Appendix A for
informa t ion about whe n and how to use the
reset button.
Page 8 Introduction to Your Palm V™ Organizer
®
Serial connector
Conn e ct s y o u r or g a ni z e r to th e cr a dl e , w h ic h
in turn connects to the back of your computer
and th ro u g h the AC ad ap t e r to the wall
current. This allo ws you to recharge y o u r
Palm V organizer as well as update the
information between your organi zer and
computer using HotSync technology.
Note: The cradle must be plugged into the
serial (COM) port at the back of your
computer.
Your Palm V organizer requires a dedica ted
port. It can not share a port with an in te rnal
modem or oth er device. If you are unsure
abou t the exac t location o f the seria l p ort on
your compute r, re f er to the use r’ s ma n ual
supplied with the computer.
Chapter 1Page 9
An additional connection is made f rom the
back of the cr adl e’s serial (COM) port
connector to the AC adapter which plug s into
any AC current outlet.
AC adapter
Recharging the battery
The Palm V organizer contains a Lithium-ion battery that is recharged
each time you place the organizer in the cradle. You never need to
replace the battery. Just pl ace your Palm V organizer in the cra dle for
three hours for an initial charge before you use your organizer. Then
place it in the cradle for a few minutes each day to rech arge the battery
to full capacity.
If the battery gets low, your Palm V organizer displays a warning
message. If this occurs, perform a HotSync operation and then
recharge th e battery as soon as possible. If your Palm V organ izer
shuts down, you still h ave about a week to rech arge the b attery be fore
you lose the data on your organizer.
Page 10 Introduction to Your Palm V™ Organizer
Viewing data while in the cradle
You can set a preference so that you can continue to view data while
your organizer is in the cradle and while the battery is being
recharged. See “General preferences” in Chapter 7 for more
informatio n.
Palm Desktop organizer software
Palm Desktop soft ware extends man y of the functi ons of your Palm V
organize r to your computer and serves to back up al l your data.
Viewing and editing your data using Palm Des ktop softwa re is
optional. However, when yo u use it with your P a lm V organ izer and
the built-in HotSync technology, you can full y synchronize the
information on your Palm V orga nize r with the information on your
computer.
It is a good idea to back up your data in case somethi ng happens to the
data on your Palm V organizer. Changes you make on your Palm V
organizer or Palm Desktop software appear in both places after you
synchronize.
With Palm Desktop software, you can do the following:
■Work with your Palm V organizer applications on your computer.
Palm Desktop software dupl icates the Da te Book, Address Book,
To Do List, and Memo Pa d appl icat ion s on y our or ga niz er, so yo u
can view, ente r, and modify any data stored on your organizer.
■Back up the data stored on your organizer wi th HotSync
technology and synchronize the data on your Palm Desktop
software. Synchronization is a one-step procedure that ensures
your data is always safe and up-to-date. See “Exchanging and
updating data: HotSync operations” in Chapter 4 for more
information.
■Import and exp ort d at a, so you ca n easi ly tran sfer da ta f rom o th er
desktop applications into any of your main applications. See
“Importing data” in Chapter 2 for more information.
■Print your Date Book, Address Book, To Do List, and Memo Pad
information on any printer.
Chapter 1Page 11
Installing Palm Desktop software
The following instructions guide you through installing Palm
Desktop software. After installation, re f e r to the online Hel p in Palm
Desktop soft ware for in f o rm a ti o n a bout how to u se the so f t wa re.
To ensure a safe and uninterrupted installation of Palm Desktop
software, pleas e do the foll owing before installing:
■Turn off your computer and connect the cradle to it.
■If you are installing from diskettes (rather than the CD-ROM
included in th e b ox), make sure the original Palm Desktop
software diskettes are write-protected, and then make backup
copies of them. When you finish, use the copies to install the
software, and store the origin al diskettes in a safe pl ace. Refer to
your computer’s manual or op e rating system documentati on if
you need information ab out locking o r copying dis ket tes.
■Do not simply copy the Palm Desktop software f iles to your
computer’s hard disk. You must use the installer to plac e the fi les
in the ir p roper lo ca tions and to deco mpres s th e fi le s .
To install Palm Desktop software:
1. Exit any open prog rams, includ ing thos e that run auto matic ally at
startup such as Microsoft Office, and disable any virus-scanning
software.
2. Inse rt the Palm Desktop software CD-R OM into the computer’s
CD-ROM drive (or inse rt the disket te labeled Setup in to the
diskette drive).
3. Click the Install button to begin the installation p rocedure.
4. Follow the onscreen ins truct ions to comp lete th e instal lation.
During installation you will be asked to insert your organizer into
the cradle.
Page 12 Introduction to Your Palm V™ Organizer
Using your organizer with another PIM
If you prefer to use a personal information manager (PIM) other t han
Palm Desktop software or Micr osoft Outlook, all you need is the
connection software, called a conduit, that lets you synchr onize the
data between your organizer and your PIM. For information on
conduit software, go to this web site : http://www.palm.com.
The install a tion progr a m can detect that you have Microsoft Outlook
on your computer. If it finds Outlook, the program lets you choose
between installing Palm Desktop software or installing the conduit for
Outlook so that you can use that application as your PIM.
Chapter 1Page 13
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 el em ents o n yo ur o rgani zer scree n i s th e bas ic a cti on that
gets things don e on your organizer .
The first time you start you r P a lm V organizer, setup instructions
appear on the screen. These instructions include a calibration screen,
or digitize r. Cal ibra ti on align s the i nter nal ci rcui t ry of you r orga nizer
with its touc h-sensi tive sc reen so that when you ta p an element on the
screen, the organizer can detect exactly which task you want to
perform.
Important: Always u se the point of the stylus for tapping or making
strokes on the organizer screen. Never use an actual pen,
pencil, or other sharp object to write on the organizer
screen.
With your organ izer turn ed on, you ca n tap the organ izer scr een to do
many operatio n s , such as the follow i ng:
■Open applications
■Choose menu commands
■Initiate a global Find oper ati on
■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, yo u can also drag the styl us to sel ec t text. You can al so use
the stylus to drag the slider of any scroll bar.
Page 14 Introduction to Your Palm V™ Organizer
Elements of the organizer interface
Icons
Menu
bar
Check
box
Command
buttons
Pick list
Scroll
bar
Previous/next
arrows
Menu bar
A set of commands that are specific to the applicat ion.
Not all applications have a menu bar.
Command
buttons
Tap a button to perform a command. Command
buttons appear in dialog boxes and at the bottom of
application screens.
Icons
Tap the icons to open application s, menus,
Calculator, and to find text anywhere in your data.
abc
With the curs or in an input field, tap the dot to
activate th e a l p habeti c k e y b o ar d .
123
With the curs or in an input field, tap the dot to
activ ate the nu meric k ey b oa rd.
Chapter 1Page 15
Check box
When a check mark appears in a check box, the
corresponding option is active. If a check box is
empty, tapping it inserts a check mark. If a check box
is checked, tapping it removes the check mark.
Pick list
Tap the arrow to d isplay a list o f choic es, and then tap
an item in the list to select it.
Scroll bar
Drag the slider, or tap the top or bott om arrow, to
scroll the d is p l a y one l in e a t a time. To sc roll to the
previous page, tap the scroll bar just abo ve the slider.
To scroll to the n ext page, ta p th e scroll bar just belo w
the sli de r.
You can also scroll to the previous and next pages by
pressing the upper and lower portions of the scroll
button on the front panel of the organizer.
Next/
previous
arrows
Tap the up and down arrows to display the previous
and next page of information; tap the left and right
arrows to display the previous and next record.
Openin g applic ations
You can use the Applications Launcher to open any application
installed on your organizer. You can also open the four main
applicati ons — Date Bo ok, Address Book, To Do List, an d Memo Pad
— with the application butt ons on the front panel of your organ izer.
Applications
Launcher
Date
Book
Address
Book
Memo
Pad
To Do
List
Tip:When you press an application button on the front panel, you
have instant access to t he selec ted appli cation. You don’t ev en
need to turn on your organizer first.
In addition to providing a way for you to open applications, the
Applications Launcher displays the current time, battery level, and
application catego ry.
Page 16 Introduction to Your Palm V™ Organizer
To open an application:
1. Tap the Applications icon .
2. Tap the icon of the application that you want to open. If you have
many application s installed on your Palm V org aniz er, 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 Ap plicat io ns
Launcher scrolls to the fi rst application with a name that
begins with that letter. You can als o assign appl ication i cons to
different categories. See “Categorizing applications” in
Chapter 3.
Using menus
Menus on your organizer are easy to use. Once you have mastered
them in one application, you can use them the same way in all other
applications.
The menus of each application are illustrated in the se ction on that
application in Chapter 4. The Edit menu is described in “Editing
records” in Chapter 4.
To open the menu bar:
1. Open an application (such as Memo Pad).
2. Tap the Menu icon .
Chapter 1Page 17
Tap the Menu icon
In this example, three menus are available: Record, Edit, and Options.
The Record menu i s sel ected an d cont ains the comma nds N ew 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 dependin g 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 simi lar to the k eyboar d shor tcu ts used t o exe cut e comman ds
on computers. The command letters appear to the right of the
command n a mes.
Menu commands
Command letters
To use the Gra f fiti menu commands, the me nu b a r must be closed.
Page 18 Introduction to Your Palm V™ Organizer
Draw the Command stroke anywhere in the Graffiti area, and
immediately write the corresponding command letter in the Graffiti
letter area. When you draw the Command stroke, the word
“Command” appears just above the Graffiti writing area to indicate
that you are in Command mode.
Command
For example, to choose Select All in the Edit menu, draw the
Command stroke, followed by the letter “s.”
Note: Command mode is active for approximately two seconds, so
you must wri te the co mmand let ter imme diatel y to choo se the
menu command.
Displaying online tips
Many of the dialog boxes that appear on your organizer contain an
online Tips icon in the upper-right corner. Online tips anticipate
questions you have in a dialog box, provide shortcu ts for using the
dialog box, or give you other useful information.
To display an online tip:
1. Tap the Tips icon .
2. After you review the tip, tap Done.
Three ways to enter data
There are three ways to enter data into your Palm V organizer:
■Using the on screen keyboard
■Using Graffiti writing
■Entering or importing data in Palm Desktop software and then
synchronizing with your organizer
Chapter 1Page 19
Onscreen keyboar d
When you create or edit a record in an applicat io n such as Address
Book, you can open the onscreen alphabetic and numeric keyboards
to enter data.
Tap here for
alphabetic keyboard
Tap here for numeric
keyboard
After a keyboard is open, you can tap to open any of the other
keyboards, including the international keyboard. See “Using the
onscreen keyboard” in Chap ter 2 for mo re information.
Note: You cannot enter Graffiti characters while using the onscreen
keyboard.
Alpha
Tab
Caps lo ck
Caps shift
Tap here to display
alphabetic keyboard
Numeric
Backspace
Carria g e return
International
Tap here to disp lay
numeric keyboard
Tap here to di s p lay
international keyboard
Graffiti writing
Your Palm V organizer includes Gra f f iti writing software as the
primary system for entering text and numbe rs. With Graffiti writing,
you w r ite simp l e str okes wi th the stylus and the y a r e in st a n t l y
recognized as letters or numbers.
Page 20 Introduction to Your Palm V™ Organizer
Write le tters h ereWrite numbers here
Division marks
Your Palm V organizer also includes Giraffe, a game you can use to
practice Graffiti writing. See “Installing and removing applications”
in Chapter 3 for installation instructions. The Memo Pad application
is ideal for practicing Graffit i writi ng. Th is secti on expl ains ho w to
open Memo Pad and use it to practice Graffiti writing.
To open Memo Pad:
1. Press the Memo Pad application button .
2. Tap New.
Note: A blinking cursor a ppears on the f irst lin e of t he new memo to
indicate where new text will appear.
New
memo
cursor
Tap
New
Write in Graffiti area
See “Using Graffiti writi n g to ent e r data” in Chapter 2 for more
information.
Chapter 1Page 21
Using Palm Desktop software
If you have n ew records you want to add to your Palm V organizer
and prefer to use the computer keyboard rather than the onscreen
keyboard, enter the data in the Palm Desktop software or the PIM you
have in st a l le d to use with y o u r or g a n iz e r.
If you already have data in a database on your computer, you can
import it into the Palm Desktop software.
After the infor mation is in Palm Desktop soft ware, perform a HotSyn c
operation to synchronize your organizer with your computer. See
“Exchanging and updati ng data: HotSync operations ” in Chapter 4 for
more in f o rm a tio n .
Importing data
If you have da ta stored i n computer ap plicati ons such as spread sheets
and database s, or if you want to import d a ta f rom another organizer,
you can transfer the records to your Palm V organizer without having
to key the m i n manually. See “Importing data” in Chapter 2 for more
information.
Page 22 Introduction to Your Palm V™ Organizer
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