Palm VIIx Wireless User Guide
Handbook
for the
Palm VII™ Handheld
Copyright
Copyright © 1998-2000 Palm, Inc. or its subsidiaries. All rights reserved. Graffiti,
HotSync, iMessenger, Palm OS, PalmConnect, and PalmModem are registered trademarks, and the HotSync logo, Palm, the Palm logo, Palm VII, the Palm VII logo, and
Palm.Net are trademarks of Palm, Inc. or its subsidiaries. Other product and brand
names may be trademarks or registered trademarks of their respective owners.
Disclaimer and Limitation of Liability
Palm, Inc. and its subsidiaries assume no responsibility for any damage or loss resulting
from the use of this handbook.
Palm, Inc. and its subsidiaries assume no responsibility for any loss or claims by third
parties which may arise through the use of this software. Palm, Inc. and its subsidiaries
assume no responsibility for any damage or loss caused by deletion of data as a result
of malfunction, dead battery, or repairs. Be sure to make backup copies of all important
data on other media to protect against data loss.
Important: Please read the End User Software License Agreement included 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.
Palm™ Desktop organizer software
Palm™ Desktop organizer 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 from http://www.palm.com.
P/N: 406-1606
A/N: 423-1606
Page ii
Contents
About This Book
Chapter 1: Introduction to Your Palm VII™ Handheld
Getting to know your Palm VII handheld.........................................3
What is a Palm VII handheld?..........................................................3
System requirements .........................................................................4
Palm VII components ........................................................................5
Installing the batteries .......................................................................9
Replacing batteries.............................................................................9
Setting up your handheld and charging the transmitter ...........10
Upgrade information.......................................................................10
Palm Desktop organizer software .................................................12
Using your handheld with another PIM ......................................14
Palm.Net wireless features .............................................................14
Tapping and typing ............................................................................17
Tap with the stylus to get things done..........................................17
Elements of the interface .................................................................18
Opening applications ......................................................................19
Using menus .....................................................................................22
Four ways to enter data...................................................................24
Customizing your handheld .............................................................28
Chapter 2: Entering Data in Your Palm VII™ Handheld
Using Graffiti writing to enter data..................................................31
Writing Graffiti characters..............................................................31
Graffiti tips ........................................................................................33
The Graffiti alphabet........................................................................34
Writing capital letters ......................................................................35
Writing numbers ..............................................................................35
Graffiti numbers...............................................................................36
Writing punctuation marks ............................................................36
Additional Graffiti punctuation.....................................................37
Writing symbols and extended characters ...................................37
Writing accented characters ...........................................................38
Accent strokes...................................................................................38
Additional non-English characters ................................................38
Navigation strokes ...........................................................................39
Graffiti ShortCuts.............................................................................39
Using the onscreen keyboard............................................................40
Using your computer keyboard........................................................41
Importing data.....................................................................................41
......................................................................................... 1
Contents Page iii
Chapter 3: Managing Your Applications
Using the Applications Launcher ....................................................43
Selecting applications...................................................................... 43
Switching between applications.................................................... 43
Categorizing applications............................................................... 43
Changing the Applications Launcher display............................. 44
Choosing preferences......................................................................... 45
Installing and removing applications.............................................. 46
Installing add-on applications .......................................................46
Installing games ...............................................................................48
Removing applications ................................................................... 49
Removing Palm Desktop software................................................50
Security................................................................................................. 50
Assigning a password..................................................................... 50
Changing or deleting a password ................................................. 51
Locking your handheld .................................................................. 52
Recovering from a forgotten password........................................ 53
Chapter 4: Using Your Basic Applications
Overview of basic applications ........................................................ 56
Date Book.......................................................................................... 56
Address Book ................................................................................... 57
To Do List.......................................................................................... 58
Memo Pad......................................................................................... 59
Calculator.......................................................................................... 59
Expense ............................................................................................. 60
Common tasks .................................................................................... 61
Creating records...............................................................................61
Editing records................................................................................. 61
Deleting records............................................................................... 63
Purging records................................................................................ 64
Exchanging and updating data: HotSync operations ................ 65
Categorizing records ....................................................................... 67
Finding records ................................................................................ 71
Sorting lists of records.....................................................................75
Making records private...................................................................76
Attaching notes ................................................................................ 78
Choosing fonts ................................................................................. 79
Application-specific tasks .................................................................81
Date Book.......................................................................................... 81
Address Book ................................................................................... 95
To Do List........................................................................................ 100
Memo Pad.......................................................................................105
Page iv Handbook for the Palm VII™ Handheld
Calculator ........................................................................................108
Expense............................................................................................110
Chapter 5: Web Clipping Applications and
the iMessenger
®
Application
Your handheld is a wireless device................................................121
Web clipping applications ............................................................121
Wireless Internet messaging: the iMessenger application.......124
The Palm.Net wireless communication service.........................124
Improving signal strength ............................................................127
Using web clipping applications ....................................................129
Opening web clipping applications ............................................129
Working with web clipping applications ...................................130
Web clipping application menus .................................................136
Using the iMessenger application ..................................................137
The iMessenger application differs from the Mail application137
Opening the iMessenger application ..........................................138
Checking for and viewing messages...........................................139
Opening and reading messages ...................................................140
Creating messages..........................................................................145
Rerouting replies to your messages ............................................149
Adding a signature to your message ..........................................150
Sending messages ..........................................................................151
Editing an unsent message ...........................................................152
Draft messages................................................................................153
Filing a message .............................................................................154
Deleting messages ..........................................................................154
Removing a message from the Deleted folder...........................155
Purging deleted messages ............................................................155
Options for the iMessenger list screen........................................155
Your Palm.Net mailbox.................................................................157
The iMessenger application and HotSync operations ..............158
iMessenger menus .........................................................................159
Chapter 6: Managing Desktop E-Mail and Beaming Information
Managing desktop E-Mail away from your desk ........................161
Setting up Mail on the desktop ....................................................162
Synchronizing Mail with your E-Mail application ...................164
Opening the Mail application on your handheld......................164
Viewing e-mail items .....................................................................164
Creating e-mail items.....................................................................165
Looking up an address..................................................................168
Adding details to e-mail items .....................................................169
Storing e-mail to be sent later .......................................................172
Contents Page v
Editing unsent e-mail.................................................................... 173
Draft e-mail..................................................................................... 174
Filing e-mail.................................................................................... 175
Deleting e-mail............................................................................... 175
Removing e-mail from the Deleted folder ................................. 175
Purging deleted e-mail.................................................................. 176
Message list options ......................................................................176
HotSync options.............................................................................178
Creating special filters .................................................................. 179
Truncating e-mail items................................................................ 183
Mail menus ..................................................................................... 183
Beaming information ....................................................................... 185
Chapter 7: Advanced HotSync
®
Operations
Selecting HotSync setup options.................................................... 189
Customizing HotSync application settings .................................. 191
IR HotSync operations..................................................................... 193
Preparing your computer for infrared communication........... 193
Configuring HotSync Manager for infrared communication.196
Performing an IR HotSync operation ......................................... 197
Returning to cradle HotSync operations.................................... 197
Conducting a HotSync operation via modem.............................. 198
Preparing your computer............................................................. 198
Preparing your handheld ............................................................. 200
Selecting the conduits for a modem HotSync operation .........201
Performing a HotSync operation via a modem......................... 202
Conducting a HotSync operation via a network ......................... 203
Connecting to your company’s dial-in server ...........................203
Performing a network HotSync operation................................. 206
Using File Link.................................................................................. 206
Creating a user profile ..................................................................... 207
Chapter 8: Setting Preferences for Your Handheld
Viewing preferences......................................................................... 210
Buttons preferences .......................................................................... 210
Pen preferences .............................................................................. 211
HotSync buttons preferences ....................................................... 212
Digitizer preferences........................................................................ 213
Formats preferences ......................................................................... 213
Country default.............................................................................. 213
Time, date, week start, and numbers formats........................... 214
General preferences.......................................................................... 214
Auto-off delay ................................................................................214
System, alarm, and game sounds................................................ 215
Page vi Handbook for the Palm VII™ Handheld
Beam Receive ..................................................................................215
Connection preferences....................................................................216
Sample connection for remote IR HotSync operations.............217
Network preferences and TCP/IP software .................................218
Selecting a service ..........................................................................219
Entering a user name .....................................................................219
Entering a password ......................................................................220
Selecting a connection ...................................................................220
Adding telephone settings............................................................221
Connecting to your service ...........................................................223
Creating additional service templates ........................................224
Adding detailed information to a service template ..................224
Login scripts....................................................................................227
Creating a login script on your handheld ..................................228
Plug-in applications .......................................................................230
Deleting a service template...........................................................230
Network preferences menu commands......................................230
TCP/IP troubleshooting................................................................231
Owner preferences ............................................................................232
ShortCuts preferences ......................................................................233
Creating a ShortCut .......................................................................233
Editing a ShortCut .........................................................................234
Deleting a ShortCut .......................................................................234
Wireless preferences .........................................................................234
Proxy ................................................................................................234
Sending ID or location information.............................................235
Appendix A: Maintaining Your Handheld
Caring for your handheld ................................................................237
About the AAA batteries .................................................................238
Automatic recharging of the transmitter.......................................239
Proper use of the antenna ................................................................241
Resetting your handheld..................................................................243
Performing a soft reset ..................................................................243
Performing a hard reset.................................................................244
Appendix B: Frequently Asked Questions
Software installation problems .......................................................248
Operating problems..........................................................................249
Tapping and writing problems .......................................................250
Wireless problems.............................................................................251
Application problems.......................................................................252
HotSync problems.............................................................................253
Beaming problems ............................................................................259
Contents Page vii
Password problems.......................................................................... 260
Technical support and customer care............................................ 261
Appendix C: Creating a Custom Expense Report
About mapping tables ..................................................................... 263
Customizing existing sample templates ....................................... 264
Determining the layout of the Expense Report............................ 265
Labels...............................................................................................265
Sections............................................................................................266
Analyzing your custom Expense Report ...................................... 267
Programming the mapping table ................................................... 268
Using applications other than Microsoft Excel ............................ 272
Expense file details ........................................................................... 273
Appendix D: Non-ASCII Characters for Login Scripts
Use of ^char....................................................................................... 275
Carriage return and line feed..........................................................275
Literal characters .............................................................................. 276
Palm.Net™ Service Agreement and Other Product Information
Palm.Net service agreement ........................................................... 277
Product regulatory information .....................................................285
FCC Statement................................................................................285
Battery Warning.............................................................................286
Index
.........................................................................................................289
Page viii Handbook for the Palm VII™ Handheld
About This Book
Welcome to the Palm VII™ 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 handhelds in the Palm VII
product series and the applications that come with them.
It walks you through:
■ Locating all the parts of your handheld
■ Viewing and entering data
■ Using the Palm VII wireless features
■ Using your handheld with your computer
■ Personalizing your handheld with your own preference settings
After you become familiar with the basic functionality of your
handheld, you can use the rest of this handbook as a reference for less
common tasks, for maintaining your handheld, and also as a source of
information if you have problems operating it.
About This Book Page 1
Page 2 About This Book
Chapter 1
Introduction to Your
Palm VII
This chapter explains the physical buttons and controls on your
Palm VII™ handheld, how to set up your handheld and charge the
transmitter, how to use your handheld for the first time, and how to
use HotSync
Desktop organizer software. This chapter also introduces the
Palm.Net™ wireless communication service and the wireless features
of the Palm VII handheld.
Getting to know your Palm VII handheld
What is a Palm VII handheld?
With your Palm VII handheld you will no longer have trouble getting
to meetings and appointments on time, remembering people’s names
and personal details, or tracking all the items on your To Do list. Your
handheld can help you improve your track record in all these areas,
both at work and at home.
™
Handheld
®
technology to synchronize your handheld and Palm™
You can enter all your schedule details in Date Book so you can view
them by the day, week, or month, and you also have an agenda view
for displaying current events and To Do items at the same time. Keep
all your contact names, addresses, phone numbers, and other details
in Address Book, so you can find them as soon as you need them. Add
your tasks to To Do List, prioritize them so you don’t overlook them,
and assign them a due date.
You can easily connect your Palm VII handheld to the Internet,
without using a wire or an external modem, through a wireless
communication service maintained by Palm, Inc. Using web clipping
applications, you can access a wide spectrum of information available
on the Internet and view that information in a format that is easy to
read on your handheld screen. Another application, the iMessenger
application, gives you an Internet messaging address; so you can use
your handheld to stay connected by wireless Internet messaging
anytime, anywhere within the coverage area of the wireless
communication service.
Chapter 1 Page 3
®
To make sure you don’t lose any important information, you can
synchronize your data with Palm Desktop software on your computer
so you always have a backup copy. You can set different security
levels for your handheld 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 synchronize your e-mail
with your desktop E-Mail application when you return to your office.
System requirements
To install and operate Palm Desktop software, your computer system
must meet the following requirements:
Minimum requirements
■ IBM-compatible 486 computer or higher
■ One of the following:
Windows 95/98 and 8 MB RAM (memory),
Windows NT 4.0 and 16 MB RAM,
Windows 2000 and 64 MB RAM
■ 20 MB available hard disk space
■ VGA monitor or better
■ CD-ROM drive (you can also download Palm Desktop software
from
http://www.palm.net)
■ Mouse
■ One available serial port or USB port (PalmConnect
separately)
®
USB Kit sold
See “Activating the Palm.Net wireless communication service” later
in this chapter for requirements to activate the service.
Optional equipment
■ PalmModem
■ Windows-compatible printer
■ Infrared communication device
®
accessory
Macintosh compatibility
You can connect your Palm VII handheld to your Macintosh using the
PalmConnect
®
Serial Kit or PalmConnect USB Kit (sold separately).
For more information about Macintosh compatibility, visit the web
site
http://www.palm.com.
Page 4 Introduction to Your Palm VII™ Handheld
Palm VII components
Locating front panel controls
IR port
Antenna
Screen
Power button/
Backlight control
IR port
Screen
Power
button/
Backlight
control
®
Graffiti
writing area
Application
buttons
Scroll button
Uses infrared technology to transmit data to and
®
receive data from other Palm OS
handhelds, and to
perform HotSync operations. See “Beaming
information” in Chapter 6 and “IR HotSync
operations” in Chapter 7 for more information.
Displays the applications and information stored in
your handheld. It is touch-sensitive and responds to
the stylus.
Turns your handheld on or off and controls the
backlight feature. If your handheld is turned off,
pressing the power button turns your handheld on
and returns you to the last screen you viewed. Press
the power button to turn your handheld off.
If you have difficulty seeing the information onscreen,
use the backlight to illuminate the screen. Press the
power button and hold it down for about two seconds
to turn the backlight on or off. The backlight turns off
automatically (after a period of inactivity) with the
Auto-off feature. See “General preferences” in
Chapter 8 for more information. You can assign the
full-screen pen stroke to activate the backlight. See
“Pen preferences” in Chapter 8 for more information.
Chapter 1 Page 5
Antenna
Gives you access to the Palm.Net service. See Chapter
5 for more information. See “Buttons preferences” in
Chapter 8 to learn how to open a specific application
when you raise the antenna.
Whenever you use the wireless features of your
handheld, please observe the guidelines or
prohibitions on the use of wireless devices in your
current location. For example, when you are on an
airplane, do not raise the antenna or use the wireless
features at times when the Federal Aviation
Administration (FAA) or airline regulations prohibit
the use of cellular phones. You can, of course, use all
other applications of your handheld in accordance
with airline regulations for electronic devices.
Graffiti
®
writing
area
Application
buttons
Scroll
button
The area where you write letters and numbers using
®
the Graffiti
alphabet. See Chapter 2 to learn how to
write Graffiti characters.
Opens the individual handheld applications that
correspond to the icons on the buttons: Date Book,
Address Book, To Do List, and Memo Pad. See
“Buttons preferences” in Chapter 8 for details on
reassigning these buttons to activate any application
on your handheld.
Tip: If your handheld is turned off, pressing any
application button activates your handheld
and opens the corresponding application.
Displays text and other information that extends
beyond the area of the handheld screen. Pressing the
lower half of the scroll button scrolls down to view
information below the viewing area, and pressing the
upper half of the button scrolls up to view the
information above the viewing area.
Page 6 Introduction to Your Palm VII™ Handheld
Locating back panel components
Stylus
Battery
door
Stylus
Battery door
Contrast
control
Reset
button
Serial (COM)
port door
Slides in and out of the slot in the back panel of the
handheld. To use the stylus, remove it from the slot
and hold it as you would a pen or pencil. Unscrew
the top of the stylus to access the reset tool.
Covers the AAA batteries that power your
handheld and charge the transmitter. See
“Installing the batteries” later in this chapter for
information on removing the battery door and
installing batteries.
Contrast
control
Adjusts the appearance of the screen for the
clearest screen display. Depending on the lighting
conditions or temperature of the environment
where you use your handheld, you may need to
adjust the setting of the contrast control.
Reset button
Under normal use, you should not have to use the
reset button. See Appendix A for information
about when and how to use the reset button.
Chapter 1 Page 7
Serial (COM)
port door
Protects the serial port that fits into the connector
of the handheld cradle. The door ensures that the
connection surface of the serial port remains clean
and clear of debris.
Note: When your handheld is in the cradle, and
the cradle is connected to your computer,
you can use HotSync technology to do a
two-way exchange of the data on your
handheld and your computer. Plug the
connector of the cradle into the serial
(COM) port, as shown in the following
illustration.
Important: Your handheld requires a dedicated port. It cannot share
a port with an internal modem or other device. If you are
unsure about the location of the serial port on your
computer, refer to your computer’s documentation.
Page 8 Introduction to Your Palm VII™ Handheld
Installing the batteries
To use your handheld, you must install two AAA alkaline batteries.
The batteries fit behind the battery door on the back of your handheld.
To install the batteries:
1. Press the tab on the battery door and lift the battery door away
from your handheld.
Press tab to
open
2. Install the two AAA alkaline batteries supplied with your
handheld into the battery compartment.
Note: A diagram in the interior of the battery compartment
shows the orientation of the positive (+) and negative (-)
ends of the batteries. When correctly installed, the clips in
the battery compartment secure the batteries in place.
3. Insert the battery door back into place so that it is flush with the
back of your handheld and “clicks” into position.
Important: Do not force the battery door. When the batteries are
correctly installed, the battery door clips smoothly into
place. If you feel resistance when replacing the battery
door, make sure the door is aligned with the slots on the
back of your handheld, and that the batteries are firmly
seated in the battery compartment.
Replacing batteries
Under normal conditions, depending on your usage pattern, the AAA
batteries of your handheld should provide weeks of use. When the
time comes to replace the AAA batteries, your handheld gives you
ample warning.
Chapter 1 Page 9
When you replace the AAA batteries, keep these points in mind:
■ Before you replace the batteries, perform a HotSync operation so
that you have a backup copy of all your data on your computer.
■ When you remove the old batteries, the built-in backup power of
your handheld maintains memory data. Whenever you remove
the batteries, replace them immediately. We recommend replacing
batteries within a period of one minute. If you encounter any
difficulties or delays while you’re replacing the batteries, reinstall
the original batteries and wait a few minutes for the backup power
to recharge.
■ When you dispose of the AAA batteries, please dispose of them
without damaging the environment.
Setting up your handheld and charging the transmitter
The first time you insert the AAA batteries, your handheld
automatically begins two processes:
■ The batteries begin to charge the transmitter you use with the
wireless communication service. This takes about 70 minutes. As
soon as the transmitter has been charged, you can activate the
service. See “Activating the Palm.Net wireless communication
service” later in this chapter.
■ Your handheld turns on automatically and Setup begins. Setup
consists of a short series of screens that you complete to prepare
your handheld for use. Setup also lists the web clipping
applications that are preloaded on your handheld. To complete
Setup, follow the instructions onscreen.
As soon as you finish Setup, you can use all the basic applications of
your handheld. See Chapter 4 for the list of your basic applications.
Upgrade information
If you already own a Palm OS handheld, we recommend that you
install the version of Palm Desktop software that comes with your
new Palm VII handheld into the same folder as your current Palm
Desktop software. When you install the new version in the same
folder as the previous version, all your data is preserved. If you use
another personal information manager (PIM), you still need to install
Palm Desktop software to add HotSync Manager, conduit software,
and other features of Palm Desktop software to your computer.
You perform HotSync operations in exactly the same way, so you can
quickly synchronize your old data with your new handheld.
Page 10 Introduction to Your Palm VII™ Handheld
To upgrade:
1. Read the Getting Started guide for an overview of the complete
installation process.
2. Synchronize your old handheld with your old Palm Desktop
software. This ensures that the latest information from your
handheld is on your desktop computer.
3. (Optional) To ensure against any data loss, go to the folder that
stores Palm Desktop software, copy the folder and all its contents,
rename it (for example, Palm Backup), and store the copy outside
the Palm Desktop software folder.
4. Follow the installation instructions in “Installing Palm Desktop
software” later in this chapter. Be sure to install the new software
in the same folder as the old software.
5. To prepare for the first HotSync operation that synchronizes your
new handheld with your new Palm Desktop software, go to the
HotSync Manager and choose Custom.
Note: Be sure your username appears in the box at the top of the
Custom dialog box. If not, select your username.
6. For all conduits, click Change and select the option Desktop
overwrites handheld. Then click Done. See “Customizing HotSync
application settings” in Chapter 7 for more information.
7. Place your new handheld in the cradle and press the HotSync
button. If the Select User dialog box appears, select your username.
Note: If you customized the modem setup on your old
handheld, you must re-enter the modem initialization
string. See “Connection preferences” in Chapter 8 for
more information.
Any passwords you set on your old handheld are not
restored during this HotSync operation. Records you
previously marked Private are still marked Private, but
you need to reenter a password on your new handheld.
8. Return to the Getting Started guide and complete the activation of
your handheld.
Chapter 1 Page 11
Each handheld must have a unique name
After you finish the upgrade process described above, you have two
handhelds with the same name. This is an undesirable situation. Each
handheld must have a unique name in order to prevent unexpected
results during HotSync operations and other complications.
We strongly recommend that you perform a hard reset on your old handheld.
See “Performing a hard reset” in Appendix A for details.
A hard reset not only erases all data from the old handheld; it also
erases the name and makes that handheld a clean slate, ready to
receive a new name. The next time you perform a HotSync operation
with this old handheld, you are asked to give it a name. Be sure to give
it a unique name.
Palm Desktop organizer software
Palm Desktop software extends many of the functions of your
handheld to your computer and serves to back up all your data.
Viewing and editing your data using Palm Desktop software is
optional. However, when you use it with your handheld and the builtin HotSync technology, you can fully synchronize the information on
your handheld with the information on your computer.
It is a good idea to back up your data in case something happens to the
data on your handheld. Changes you make on your handheld or Palm
Desktop software appear in both places after you synchronize.
With Palm Desktop software, you can do the following:
■ Work with your handheld applications on your computer. Palm
Desktop software duplicates the Date Book, Address Book, To Do
List, and Memo Pad applications on your handheld, so you can
view, enter, and modify any data stored on your handheld.
■ Back up the data stored on your handheld with HotSync
technology and synchronize the data on your Palm Desktop
software. Synchronization is a one-step procedure that ensures
your data is always safe and up-to-date. See “Exchanging and
updating data: HotSync operations” in Chapter 4 for more
information.
■ Import and export data. See “Importing data” in Chapter 2 for
more information.
■ Print your Date Book, Address Book, To Do List, and Memo Pad
information on any printer.
Page 12 Introduction to Your Palm VII™ Handheld
Installing Palm Desktop software
The following instructions guide you through installing Palm
Desktop software. After installation, refer to the online Help in Palm
Desktop software for information about how to use the software.
To ensure a safe and uninterrupted installation of Palm Desktop
software, please do the following before installing:
■ Turn off your computer and connect the cradle to it. Do not put
the handheld in the cradle yet; you do that later in the process.
■ Do not simply copy the Palm Desktop software files to your
computer’s hard disk. You must use the installation software to
place the files in their proper locations and to decompress the files.
To install Palm Desktop software:
1. Exit any open programs, including those that run automatically at
startup. Disable any virus-scanning software.
2. Insert the Palm Desktop software CD-ROM into the computer’s
CD-ROM drive.
3. When the Palm Desktop Installer Menu appears, click the Install
button to begin the installation procedure.
4. Follow the onscreen instructions to complete the installation.
During installation you will be asked to insert your handheld into
the cradle.
Chapter 1 Page 13
Using your handheld with another PIM
If you prefer to use another personal information manager (PIM), such
as Microsoft Outlook, you still need to install Palm Desktop software
in order to add HotSync Manager, 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.
If the installation program detects that you have Microsoft Outlook on
your computer, 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.
For information on the availability of conduit software for the PIM
you use, contact the vendor of your PIM or visit the web site
http://www.palm.com.
Palm.Net wireless features
Your handheld is equipped with a transmitter and an antenna that let
you transmit and receive data over the airwaves. Palm, Inc. provides
the Palm.Net wireless communication service, which you must
subscribe to in order to gain access to wireless features.
After you activate the wireless communication service, the following
wireless features become available to you:
■ Web clipping, using web clipping applications
■ Wireless Internet messaging, using the iMessenger application
Activating the Palm.Net wireless communication service
The transmitter inside your handheld contains a rechargeable battery
that must be charged before you can activate the wireless
communication service and use the wireless features. The AAA
batteries that you install during Setup of your handheld charge the
transmitter, and charging begins as soon as you insert the batteries.
Charging takes about 70 minutes.
Before you activate the Palm.Net service, be sure of the following:
■ You’re within coverage of the network. To find detailed maps of
coverage, visit the web site
■ You’re in a location that can receive a strong radio signal. See
http://www.palm.net.
“Wireless problems” in Appendix B for tips on eliminating
obstacles to the signal.
Page 14 Introduction to Your Palm VII™ Handheld
To activate the Palm.Net service:
1. Read the brochure, Choosing a Palm.Net Service Plan, included in the
handheld package, describing the monthly service plans. Decide
on a plan. (You can switch plans at any time.)
2. Prepare to enter the following information: your name, firm,
billing address, phone number, current desktop e-mail address,
choice of service plan, and credit card information (or corporate
account number).
During activation you are also asked to create a username and
a password. You can accept one of the usernames suggested by
the Activate application or create your own; it must be at least
3 characters long. Your password must be 4 to 15 characters
long.
3. Read the Palm.Net service agreement, located at the back of this
book.
4. After the transmitter finishes charging, raise the antenna on the
right side of your handheld by gently rotating it upwards.
135°
90°
To ensure the best reception: If
you are holding the handheld
in your hand, raise the antenna
to its position at 135
, located
°
at the second click you feel as
you raise the antenna. If the
handheld is on a flat surface,
raise the antenna to its position
.
at 90
°
5. Follow the instructions onscreen to activate the wireless
communication service.
Important: Be sure to record and remember the username and
password you create during activation. You need them
both to access information about your usage of the service
and your billing information. Your username is also part
of your address on the Palm.Net network — for example,
username@palm.net.
Chapter 1 Page 15
Web clipping
Your handheld includes special kinds of applications called web
clipping applications. Web clipping applications take advantage of the
wireless functionality of your handheld to give you access to
information on the Internet.
Web clipping applications give you access to a wide spectrum of
practical Internet information: news and business headlines, travel
information, stock quotes, sports scores, restaurant reviews, movie
times, and much more.
It’s impractical, however, to browse the Internet from a small
handheld computer and look at elaborate, animated, graphics-laden
web pages on a screen the size of your handheld’s. So instead of web
browsing, web clipping applications offer you a more efficient way to
access the Internet, called web clipping.
In general, web clipping is a simple process of query-and-response.
You simply request information, tap a button that transmits your
request to the Internet, and within seconds, you receive a response.
See Chapter 5 for more information.
Wireless Internet messaging
Like web clipping, the iMessenger application takes advantage of the
wireless functionality of your handheld to give you wireless Internet
messaging. Your handheld, like a cellular phone, uses a radio
frequency to transmit and receive information. Your handheld is part
of the Palm.Net network, which receives and stores messages sent to
you at your @
palm.net address, and delivers messages you send from
your handheld to the recipient’s Internet e-mail address.
After you activate the wireless communication service, whenever
you’re within the coverage area, you can communicate with anyone
who has an Internet e-mail account. See Chapter 5 for more
information.
Page 16 Introduction to Your Palm VII™ Handheld
Tapping and typing
Tap with the stylus to get things done
Like using a mouse to click elements on a computer screen, using the
stylus to tap elements on your handheld screen is the basic action that
gets things done on your handheld.
The first time you start your handheld, setup instructions appear on
the screen. These instructions include a calibration screen, or digitizer.
Calibration aligns the internal circuitry of your handheld with its
touch-sensitive screen so that when you tap an element on the screen,
your handheld can detect exactly which task you want to perform.
Important: Always use the point of the stylus for tapping or making
strokes on the handheld screen. Never use an actual pen,
pencil, or other sharp object to write on the handheld
screen.
With your handheld turned on, you can tap the handheld screen to do
many operations, such as the following:
■ Open applications
■ Submit queries to the Internet
■ Check for and send messages in the iMessenger application
■ Choose menu commands
■ Initiate a global Find operation
■ Select options in dialog boxes
■ Open the onscreen keyboard
Just as you can drag the mouse to select text or move objects on your
computer, you can also drag the stylus to select text. You can also use
the stylus to drag the slider of any scroll bar.
Chapter 1 Page 17
Elements of the interface
Command
buttons
Icons
Menu
bar
Check
box
Pick list
Menu bar
Command
buttons
Icons
abc
123
Check
box
Pick list
A set of commands that are specific to the application.
Not all applications have a menu bar.
Tap a button to perform a command. Command
buttons appear in dialog boxes and at the bottom of
application screens. A command button that initiates a
wireless transaction always displays the over-the-air
icon:
Over-the-air icon
Tap the icons to open applications , menus , and
Calculator , and to find text in the data of your basic
applications .
With the cursor in an input field, tap the dot to activate
the alphabetic keyboard.
With the cursor in an input field, tap the dot to activate
the numeric keyboard.
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 the arrow to display a list of choices, and then tap
an item in the list to select it.
Page 18 Introduction to Your Palm VII™ Handheld
Scroll bar
Previous/next
arrows
Scroll bar
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 portions of the scroll
button on the front panel of your handheld.
Previous/
next 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.
Opening applications
You can use the Applications Launcher to open any application
installed on your handheld. You can also open the four main
applications — Date Book, Address Book, To Do List, and Memo Pad
— with the application buttons on the front panel of your handheld.
Applications
Launcher
Date
Book
Memo
Pad
Address
Book
To Do
List
Tip: When you press an application button on the front panel, you
have instant access to the selected application. You don’t even
need to turn on your handheld first.
Chapter 1 Page 19
In addition to providing a way for you to open applications, the
Applications Launcher displays the current time, battery level, and
application category.
To open an application:
1. Tap the Applications icon .
2. Tap the icon of the application that you want to open. If you have
many applications installed on your handheld, tap the scroll bar to
see all of your applications.
Tip: To find an application quickly, you can write the Graffiti
character for the first letter of its name. The Applications
Launcher scrolls to the first application with a name that
begins with that letter. You can also assign applications to
different categories. See “Categorizing applications” in
Chapter 3.
Page 20 Introduction to Your Palm VII™ Handheld
To open an application that uses the antenna:
Back
S
These applications use the antenna:
■ All web clipping applications
■ iMessenger application
■ Applications that support your use of the wireless features
1. Raise the antenna, located on the right side of your handheld.
135°
90°
you are holding the handheld
in your hand, raise the antenna
To ensure the best reception: If
to its position at 135
, located
°
at the second click you feel as
you raise the antenna. If the
handheld is on a flat surface,
raise the antenna to its position
.
at 90
°
Raising the antenna automatically opens the Applications
Launcher to the Palm.Net category. When the transmitter successfully connects to the network, your handheld beeps.
2. Tap the web clipping application that queries the Internet for the
kind of information you want.
Tip: You can set your handheld to open a specific application
whenever you raise the antenna. See “Buttons preferences” in
Chapter 8 for details.
When you install web clipping applications, they appear by default in
the Palm.Net category of the Applications Launcher. The icons of web
clipping applications and all applications that use the antenna are easy
to recognize: They all have a dark diamond shape as their background
and include the over-the-air icon:
ground of all web
clipping application icons
ample web clipping
application icon
Feel free to explore all your web clipping applications to find out what
kind of information they offer. Despite the presence of the over-the-air
symbol in its icon, you can open any web clipping application without
incurring any cost.
Chapter 1 Page 21
Using menus
Menus on your handheld are easy to use. Once you master them in
one application, you can use them the same way in all other
applications. The menus of each application are illustrated in the
section on that application in Chapter 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. Do one of the following:
Tap the Menu icon .
Tap the inverted title area at the top of the screen.
Tap the title area
Tap the Menu icon
In this example, three menus are available: Record, Edit, and Options.
The Record menu is selected and contains the commands New Memo,
Delete Memo, and Beam Memo.
Choosing a menu
After you open the menu bar for an application, tap the menu that
contains the command you want to use. The menus and menu
commands that are available depend on the application that is
currently open. Also, the menus and menu commands vary
depending on which part of the application you’re currently using. For
example, in Memo Pad, the menus are different for the Memo list
screen and the Memo screen.
Page 22 Introduction to Your Palm VII™ Handheld
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