Palm TM ZIRETM HANDHELD User Manual

Handbook for

Palm

™

Zire

™

Handheld

Copyright © 2002 Palm, Inc. All rights reserved. Graffiti, HotSync, and Palm OS are registered trademarks of Palm, Inc. The HotSync logo, Palm, Palm Powered, the Palm logo, and Zire are trademarks of Palm, Inc. Other product and brand names may be trademarks or registered trademarks of their respective owners.

Disclaimer and Limitation of Liability

Palm, Inc. assumes no responsibility for any damage or loss resulting from the use of this 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. Check versions of the software.

www.palm.com

for updates and new

PN: 406-4455A-US

About This Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1

Chapter 1: Setting Up Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Step 1: Charge your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

Step 2: Set up your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Step 3: Connect the HotSync cable . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4

Step 4: Install Palm Desktop software and perform a HotSync operation . . . . 5

System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Upgrading from another Palm OS handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6

Congratulations! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

Chapter 2: Exploring Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

Zire handheld components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Locating front panel controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10

Locating back panel components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11

Locating top components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Using the protective flip cover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12

Using your handheld with a PIM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Elements of the handheld interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

Displaying online tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Tapping and typing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15

Entering data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Onscreen keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

Graffiti writing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17

Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Using Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

Importing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Customizing your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

Chapter 3: Entering Data in Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . 23

Using the onscreen keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23

Using Graffiti writing to enter data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Writing Graffiti characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

Graffiti tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

iii

Contents

The Graffiti® alphabet . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26

Writing capital letters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Writing numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27

Graffiti numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Writing punctuation marks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28

Additional Graffiti punctuation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Writing symbols and extended characters . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Writing accented characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29

Accent strokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Additional non-English characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Navigation strokes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Graffiti ShortCuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

Using Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31

Beaming data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32

Using your computer keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Importing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Importing data from a Windows computer . . . . . . . . . . . . . . . . . . . . . . . . . . 34

Importing data from a Mac . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Chapter 4: Working with Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Opening applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37

Switching between applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Categorizing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38

Changing the Applications Launcher display . . . . . . . . . . . . . . . . . . . . . . . . . . 39

Using menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40

Choosing application preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42

Common tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Creating records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Editing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

Deleting records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Purging records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45

Categorizing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 46

Finding information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49

Sorting lists of records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53

Attaching notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

Choosing fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 55

Reviewing Reminders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

Hiding or masking private records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Contents

Installing and removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Installing add-on applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 57

Removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60

Removing Palm Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Chapter 5: Using Address Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63

Creating an Address Book entry . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64

Selecting types of phone numbers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

Changing address entry details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66

Address Book menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Record menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

Chapter 6: Using Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Performing Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69

Recent Calculations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70

Calculator menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71

Chapter 7: Using Clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Viewing the time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73

Setting an alarm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74

Clock menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75

Chapter 8: Using Date Book . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Scheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

Rescheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

Setting an alarm for an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82

Setting an alarm for an untimed event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Scheduling repeating or continuous events . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83

Changing repeating or continuous events . . . . . . . . . . . . . . . . . . . . . . . . . . . 84

Considerations for repeating or continuous events . . . . . . . . . . . . . . . . . . . 84

Changing the Date Book view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Working in Week View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85

Working in Month View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87

Working in Agenda View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88

Spotting event conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89

Date Book menus, preferences, and display options . . . . . . . . . . . . . . . . . . . . . 89

Contents

Chapter 9: Using Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Adding expense items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 92

Changing the date of an Expense item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Entering receipt details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93

Customizing the Currency pick list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Defining a custom currency symbol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95

Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Working with Expense data on your computer . . . . . . . . . . . . . . . . . . . . . . . . . 96

Displaying the euro on your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Printing the euro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Expense menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97

Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98

Chapter 10: Using Memo Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Creating memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99

Reviewing memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100

Memo Pad menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Record menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101

Chapter 11: Using Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Creating a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

Reviewing notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Clearing a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Setting an alarm for a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105

Note Pad menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106

Record menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107

Chapter 12: Using Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Assigning a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109

Changing or deleting a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110

Locking your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 111

Recovering from a forgotten password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 113

Making records private . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Hiding or masking private records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 114

Contents

Chapter 13: Using To Do List . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Creating list items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117

Setting priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 118

Checking off a To Do List item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Changing To Do List item details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119

Setting a due date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

To Do Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120

To Do List menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121

Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122

Chapter 14: Performing HotSync

Operations . . . . . . . . . . . . . . . . . . . . . 123

Selecting HotSync setup options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123

Customizing HotSync application settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125

Performing cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127

IR HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132

Preparing your computer for infrared communication . . . . . . . . . . . . . . . 132

Configuring HotSync Manager for infrared communication . . . . . . . . . . 133

Performing an IR HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134

Remote HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Preparing your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135

Preparing your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 137

Selecting the conduits for a remote HotSync operation . . . . . . . . . . . . . . . 138

Performing a remote HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

Returning to cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Using File Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139

Creating a user profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140

Performing the first HotSync operation with a user profile . . . . . . . . . . . 141

Chapter 15: Setting Preferences for Your Handheld . . . . . . . . . . . . . . . . . 143

Buttons preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Pen preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144

Connection preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

Configuring an IR to phone connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . 146

Date and Time preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Digitizer preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Formats preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Country default . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147

Time, date, week start, and numbers formats . . . . . . . . . . . . . . . . . . . . . . . 148

vii

Contents

General preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148

Auto-off delay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

On while charging settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149

System, alarm, and game sounds . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Beam Receive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Network preferences and TCP/IP software . . . . . . . . . . . . . . . . . . . . . . . . . . . 150

Selecting a service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Entering a username . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151

Entering a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Selecting a connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152

Adding telephone settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 153

Connecting to your service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 155

Creating additional service templates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 156

Adding detailed information to a service template . . . . . . . . . . . . . . . . . . 157

Creating a login script on your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . 160

Deleting a service template . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 161

Network preferences menu commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

TCP/IP troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 162

Owner preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163

ShortCuts preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Creating a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164

Editing a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

Deleting a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165

viii

Appendix A: Maintaining Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . 167

Caring for your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167

Battery considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Resetting your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Performing a soft reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 168

Performing a hard reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 169

Appendix B: Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . 173

Software installation problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 174

Operating problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175

Tapping and writing problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 176

Application problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 177

HotSync problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 178

Beaming problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Contents

Password problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 182

Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 183

Appendix C: Non-ASCII Characters for Login Scripts . . . . . . . . . . . . . . . . 185

Use of ^char . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Carriage return and line feed . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185

Literal characters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186

Product Regulatory and Safety Information . . . . . . . . . . . . . . . . . . . . . . . . 187

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 189

Contents

About This Book

Welcome to the Palm™ Zire™ 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:

■ Identifying your handheld’s features

■ Viewing and entering data

■ 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 your handheld.

About This Book

This chapter explains how to charge and set up your handheld, install Palm™ Desktop software on your desktop computer, and perform a HotSync operation. It also lists system requirements.

If you are upgrading from another Palm OS

another Palm OS handheld” later in this chapter.

Step 1: Charge your handheld

Plug the power adapter into an electric outlet, and connect the adapter to your handheld. Charge the handheld for three hours. Then connect it to the power adapter for a few minutes each day to recharge the battery to full capacity. See “Battery considerations” in Appendix A for more information.

CHAPTER 1

Setting Up Your Handheld

handheld, see “Upgrading from

Chapter 1 Setting Up Your Handheld

Step 2: Set up your handheld

Detach the power adapter from the handheld. Press the power button. Remove the stylus and use it to complete Setup on your handheld.

Step 3: Connect the HotSync cable

Connect the HotSync cable to your handheld and your computer.

To connect the HotSync cable:

1. Plug the USB connector on the cable into a USB port on your computer.

2. Plug the other end into the connector on the handheld.

Step 4: Install Palm Desktop software and perform a HotSync operation

To install software:

■ Put the Palm Desktop CD into your computer’s CD-ROM or DVD drive and

follow the onscreen installation instructions.

Windows: If the CD does not start automatically, double-click the autorun.exe file found on the CD. Some systems may require administrator rights to install software.

Mac: Double-click the CD-ROM icon that appears on the desktop. Then double-click the Palm Desktop Installer.

To perform a HotSync operation:

■ Tap the Favorite icon when prompted by the Install program.

System requirements

To install and operate Palm Desktop software on the enclosed CD-ROM, your computer system must meet the following requirements:

Minimum requirements: Windows

■ Windows 98/Me/2000 Professional/XP Home/XP Professional

■ 50MB available hard disk space

■ VGA monitor or better (the Quick Tour requires video resolution of 800x600 and

256-color video display; for best results, use High Color:16 bit)

Chapter 1 Setting Up Your Handheld

■ CD-ROM or DVD drive (Palm Desktop software is supplied on a CD-ROM disc.

Check

■ One available USB port

■ Mouse or equivalent

www.palm.com

Minimum requirements: Mac

■ Apple Macintosh or compatible with a PowerPC processor

■ Mac OS version 9.0 or higher with 12MB RAM or

Mac OS X, version 10.1.2 or higher

■ 25MB available hard disk space

■ CD-ROM or DVD drive (you can also download the Palm Desktop software

www.palm.com

from

■ One available USB port

■ Mouse or equivalent

for updates and new versions of the software.)

)

Upgrading from another Palm OS handheld

If you already own a Palm OS handheld:

1. Perform a HotSync operation using your old handheld and cradle/cable. This

ensures all data on your handheld is on your desktop computer.

2. (Optional) You may want to create a copy of your old Palm Desktop software

folder and its contents before installing your new Palm Desktop software. For information on how to do this, see

3. Follow the directions earlier in this chapter to set up your new handheld. You

must install the version of Palm Desktop software that comes with your new handheld.

4. After you perform a HotSync operation using your new handheld, 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 and then rename it. See “Performing a hard reset” in Appendix A for details.

www.palm.com/support

Congratulations!

You’ve set up your handheld and installed Palm Desktop software. For comprehensive information about using your handheld, continue reading this electronic Handbook.

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 help for Palm Desktop software. To access the online help, go to the

Help menu in Palm Desktop software.

■ The electronic Palm Desktop software for the Macintosh User’s Guide. To access this

guide, open the Palm folder, and then open the Documentation folder. Double-click the file Handbook.pdf.

For more information about using your handheld, see the Basic Skills tutorial.

To open the Basic Skills tutorial:

1. Tap the Home icon .

Congratulations!

2. Tap the Welcome icon .

3. Follow the onscreen instructions to complete Setup.

4. Tap Basic Skills.

Chapter 1 Setting Up Your Handheld

CHAPTER 2

Exploring Your Handheld

Palm™ Zire™ 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 Address Book

■ Prioritize and assign your tasks a due date in To Do List

■ Jot quick notes directly on the screen in Note Pad

■ Keep track of expenses using Expense

■ Set alarms from Clock, Date Book, and Note Pad, to keep yourself on schedule

and remind yourself of appointments and notes

■ Synchronize your data with Palm™ Desktop software on your Windows or

Mac computer to keep your data safe

■ Beam information to another device that has an IR (infrared) port.

Chapter 2 Exploring Your Handheld

Zire handheld components

Take a few minutes to familiarize yourself with the features of your handheld.

Locating front panel controls

Screen

Scroll buttons/ Clock control

Power button

Graffiti writing area

Screen

Scroll buttons/ Clock control

Graffiti® writing area

Power button

Application buttons

Displays the applications and information stored in your handheld. It is touch-sensitive and responds to the stylus.

Displays text and other information that extends beyond the handheld screen area.

When your handheld is on, pressing the lower button scrolls down to view information below the viewing area, and pressing the upper button scrolls up to view information above the viewing area.

When your handheld is off, pressing the upper button displays the time.

The area where you write letters and numbers using the Graffiti

alphabet. See Chapter 3 to learn how to write Graffiti

characters.

Turns your handheld on or off. 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 handheld off.

Zire handheld components

Application buttons

Locating back panel components

Stylus

Reset button

Activates the individual handheld applications that correspond to the icons on the buttons: Date Book and Address Book. If your handheld is turned off, pressing either application button activates the handheld and opens the corresponding application. This is the fastest way to open an application.

See “Buttons preferences” in Chapter 15 for details on

TIP

reassigning these buttons to activate any application on your handheld.

Stylus

Reset button

Serves as a pointing and writing device for navigating through applications and entering data on your handheld. To use the stylus, slide it out of the storage slot and hold it as you would a pen or pencil.

Under normal use, you should not have to use the reset button. See “Resetting your handheld” in Appendix A for information about when and how to use the reset button.

Chapter 2 Exploring Your Handheld

Locating top components

AC power connector

USB connector

IR port

USB connector

AC power connector

Using the protective flip cover

The flip cover protects your handheld screen when it is not in use. You can open the cover so that it rests on the back of your handheld, or remove it altogether.

To attach the cover:

■ Align the rail with the groove on the back of your handheld, and slide the cover

into place.

Uses infrared technology to transmit data to and receive data from other Palm OS

handhelds, and to perform HotSync

operations. See “Beaming data” in Chapter 3 and see “IR

HotSync operations” in Chapter 14 for more information.

Connects your handheld to the cable which connects to the USB port of your computer. This allows you to update the information between your handheld and computer using HotSync technology.

Connects your handheld to an electric outlet so you can charge your handheld.

To remove the cover:

1. Open the cover and grasp the back flap.

2. Gently slide the cover to one side until the rail slides out from the groove on the

back of your handheld. Do not pull the rail out of the groove.

Using your handheld with a PIM

Your handheld comes with a personal information manager (PIM), Palm Desktop software. 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, 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). For information on the availability of conduit software for the PIM you use, contact the vendor of your PIM or visit the web site

Elements of the handheld interface

Using your handheld with a PIM

www.palm.com

Menu bar

Icons

Menu bar

Contrast control

Clock

Icons

A set of commands that are specific to the application. Not all applications have a menu bar.

Tap the icons to do the following:

■ Open applications

■ Open menus

■ Perform a HotSync operation

■ Find text anywhere in your data

Chapter 2 Exploring Your Handheld

Contrast control

Clock

ABC

123

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 briefly display the time and date.

With the cursor in an input field, tap “ABC” to activate the alphabetic keyboard.

With the cursor in an input field, tap “123” to activate the numeric keyboard.

Previous/next arrows

Check box

Pick list

Command button

Scroll bar

Check box

Command buttons

Next/previous arrows

Pick list

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.

Displaying online tips

Many of the dialog boxes that appear on your handheld contain an online Tips icon

in the upper-right corner. Online tips anticipate questions you have in a dialog box, provide shortcuts for using the dialog box, or give you other useful information.

To display an online tip:

1. Tap the Tips icon .

2. After you review the tip, tap Done.

Tapping and typing

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.

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

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

Always use the point of the stylus for tapping or making strokes on the

Chapter 2 Exploring Your Handheld

■ 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.

Entering data

There are several ways to enter data into your handheld:

■ Using the onscreen keyboard.

■ Using Graffiti writing.

■ Using Note Pad.

■ Entering or importing data in Palm Desktop software and then synchronizing

with your handheld.

■ Beaming data from another device that has an infrared port. See “Beaming

data” in Chapter 3 for details.

Onscreen keyboard

When you create or edit a record in an application such as Address Book, you can open the onscreen keyboards to enter data.

Tap here for alphabetic keyboard

Tap here for numeric keyboard

Entering data

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

Chapter 3 for more information.

Alpha

Ta b

Backspace

Graffiti writing

Caps lock

Caps shift

Numeric

Tap here to display numeric keyboard

Tap here to display alphabetic keyboard

Carriage return

International

Tap here to display international keyboard

Your handheld includes Graffiti writing software as the primary system for entering text and numbers. With Graffiti writing, you write simple strokes with the stylus and they are instantly recognized as letters or numbers.

Write letters here

Write numbers here

Division marks

The Palm Desktop software CD-ROM includes Giraffe, a game you can use to practice Graffiti writing. See “Installing and removing applications” in Chapter 4 for installation instructions. The Memo Pad application is ideal for practicing Graffiti writing. This section explains how to open Memo Pad and use it to practice Graffiti writing.

To open Memo Pad:

1. Tap the Home icon .

2. Tap the Memo Pad icon .

3. Tap Ne w.

Chapter 2 Exploring Your Handheld

Note Pad

NOTE

where the new text will appear.

Ta p New

A blinking cursor appears on the first line of the new memo to indicate

New memo cursor

Write in Graffiti area

See “Using Graffiti writing to enter data” in Chapter 3 for details.

The Note Pad application provides a place where you can write a quick note in your own handwriting directly on your handheld screen. Think of Note Pad as a virtual “sticky pad” for short notes. Later, you can transfer your “sticky” notes to a more permanent place by entering the information in the appropriate application, or throw them away by deleting them. See “Using Note Pad” in

Chapter 11 for more information.

Using Palm Desktop software

If you have new records you want to add to your handheld and prefer to use the computer keyboard rather than Graffiti writing or the onscreen keyboard, enter the data in Palm Desktop software or the PIM you have installed to use with your handheld. For details on entering information in Palm Desktop software, 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 located in the Documentation folder in the Palm folder.

Importing data

Customizing your handheld

After the information is in Palm Desktop software, perform a HotSync operation to synchronize your handheld with your computer. See “Performing cable

HotSync operations” in Chapter 14 for more information.

If you already have data in a database on your computer, you can import it into Palm Desktop software. You can import data stored in computer applications such as spreadsheets and databases, or from another Palm OS handheld. When you import data, you transfer the records to your handheld without having to enter them manually. See “Importing data” in Chapter 3 for more information.

Customizing your handheld

You can customize your handheld by using the Preferences application. You can enter personal information such as your name and address; change the time, date, and time zone; view different date and time formats when you travel; turn off sounds; and configure your handheld to work with a modem. See Chapter 15 for details.

To open the Preferences screens:

1. Tap the Home icon .

2. Tap the Preferences icon .

3. Tap the category pick list in the upper-right corner of the screen.

4. Tap the Preferences category you want to view.

The following procedures for setting the date give you an example of how to customize your handheld.

You make changes to the date and time in Date and Time preferences.

Chapter 2 Exploring Your Handheld

To set the date:

1. Tap the Set Date box.

2. Tap the arrows to select the current year.

Ta p arrows to select year

Tap to select month

Tap to set date

3. Tap a month.

4. Tap the current date.

Tap to select date

To set the time:

1. Tap the Set Time box.

2. Tap the up or down arrows to change the hour.

3. Tap each number of the minute, and then tap the arrows to change them.

4. Tap OK .

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