3Com Corporation and its subsidiaries assume no responsibility for any damage or loss
resulting from the use of this handbook.
3Com Corporation and its subsidiaries assume no responsibility for any loss or claims
by third parties which may arise through the use of this software. 3Com Corporation
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 3Com End User Software License Agreement contained in
this handbook before using the accompanying software program(s). Using any part of
the software indicates that you accept the terms of the 3Com End User Software License
Agreement.
3.5" Software Diskettes Available
Palm™ Desktop software is supplied on a CD-ROM disc. If you do not have access to a
CD-ROM drive for your computer, you may download the Palm Desktop software from
http://www.palm.com. Alternatively, you can order 3.5" diskettes by completing and mailing the diskette order card supplied in the Palm V™ organizer product package, or call
to order the diskettes. See the Worldwide Customer Support card for the appropriate
phone number.
P/N: 405-0961-01
A/N: 423-0960-01
Page ii Handbook for the Palm V™ Organizer
Contents
About This Book
Chapter 1: Introduction to Your Palm V™ Organizer
Getting to know your Palm V organizer............................................3
What is a Palm V organizer? ...........................................................3
System requirements ........................................................................4
Upgrade Information ........................................................................4
Palm V components ..........................................................................6
Recharging the battery ...................................................................10
Welcome to the Palm V™ connected organizer. This handbook is
designed to help you get up and running quickly on your organizer.
It describes all you need to know about how to use your Palm V
organizer and the applications that come with it.
It walks you through:
■Locating all the parts of your organizer
■Viewing and entering data
■Using your organizer with your computer
■Personalizing your organizer with your own preference settings
After you become familiar with the basic functionality of your
organizer, you can use the rest of this handbook as a reference for less
common tasks, for maintaining your organizer, and also as a source of
information if you have problems operating it.
About This BookPage 1
Page 2 About This Book
Chapter 1
Introduction to Your
Palm V
This chapter explains the physical buttons and controls on your
Palm V™ connected organizer, how to use your organizer for the first
time, and how to use HotSync
organizer and Palm™ Desktop organizer software.
Getting to know your Palm V organizer
What is a Palm V organizer?
With your Palm V organizer, you will no longer have trouble getting
to meetings and appointments on time, remembering people’s names
and personal details, or tracking all the items on your to do list. Your
organizer can help you improve your track record in all these areas,
both at work and at home.
You can enter all your schedule details in Date Book so you can view
them by the day, week, or month; you can even set an alarm to remind
you of important meetings. Keep all your contact names, addresses,
phone numbers, and other 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.
™
Organizer
®
technology to synchronize your
To make sure you don’t lose any of this 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
levels of security for your organizer so unauthorized eyes cannot view
your data.
When you are out of the office, track your expenses for your expense
reports; then transfer the data to your computer to print it out. You can
write, edit, and view your e-mail, and then synchronize your e-mail
with your desktop E-Mail application when you return to your office.
Chapter 1Page 3
System requirements
To install and operate Palm Desktop software, your computer system
must meet the following requirements:
Minimum requirements
■Windows 95, Windows 98, or Windows NT 4.0
■IBM-compatible 486 computer or higher
■8 MB RAM (memory) minimum,
16 MB recommended (required with Windows NT 4.0)
■20 MB available hard disk space
■VGA monitor or better (the Quick Tour requires a 256 color video
display)
■CD-ROM drive (you can also download the Palm Desktop
software from
3Com)
■Mouse
■One available serial port
Optional equipment
■Palm V™ Modem
■Windows-compatible printer
■Infrared communication device
http://www.palm.com, or order 3.5" diskettes from
Macintosh compatibility
You can connect your organizer to your Macintosh using the
®
PalmConnect
Serial Kit or PalmConnect® USB Kit (sold separately).
Upgrade Information
If you already own a PalmPilot™ organizer or Palm III™ organizer,
3Com recommends that you install the version of Palm Desktop
software that comes with your new Palm V organizer 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 in order 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 organizer.
Page 4 Introduction to Your Palm V™ Organizer
To upgrade:
1. Read the Getting Started guide for an overview of the complete
installation process.
2. Synchronize your old organizer with your old Palm Desktop
software. This ensures that the latest information from your
organizer is on your desktop computer.
3. (Optional) To ensure against any data loss, go to the folder that
stores Palm Desktop software, copy your username folder, 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 organizer 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 6 for more information.
7. Place your new organizer 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
organizer, you must re-enter the modem init string.
Each organizer must have a unique name
After you complete the upgrade process described above, you have
two organizers with the same name. This is an undesirable situation.
Each organizer 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
organizer. See “Performing a hard reset” in Appendix A for details.
A hard reset not only erases all data from the old organizer; it also
erases the name and makes that organizer a clean slate, ready to
receive a new name. The next time you perform a HotSync operation
with this old organizer, you are asked to give it a name. Be sure to give
it a unique name.
Chapter 1Page 5
Palm V components
C
Locating front panel controls
ontrast
control button
Power button
Screen
Graffiti writing area
Scroll button
Application buttons
Contrast
control
button
Turns on the onscreen contrast control so you can
adjust the screen for the clearest screen display as
required by the lighting conditions or temperature of
the environment where you use your organizer. See
“Using the onscreen contrast control” later in this
chapter for more information.
Power
button/
Backlight
control
Turns your organizer on or off and controls the
backlight feature.
If your organizer is turned off, pressing the power
button turns the organizer on and returns you to the
last screen you viewed. Press the power button to
turn the organizer off.
If you have difficulty seeing the information
onscreen, use the backlight to illuminate your screen.
Press the power button and hold it down for about
two seconds to turn the backlight on or off. You can
assign the full-screen pen stroke to activate the
backlight. See “Pen preferences” in Chapter 7 for
more information.
Page 6 Introduction to Your Palm V™ Organizer
Organizer
screen
Displays the applications and information stored in
your organizer. It is touch-sensitive and responds to
the stylus.
Graffiti
writing
area
Scroll
button
®
The area where you write letters and numbers using
®
the Graffiti
alphabet. See Chapter 2 to learn how to
write Graffiti characters.
Displays text and other information that extends
beyond the area of the organizer 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.
Application
buttons
Activates the individual organizer applications that
correspond to the icons on the buttons: Date Book,
Address Book, To Do List, and Memo Pad. See
“Buttons preferences” in Chapter 7 for details on
reassigning these buttons to activate any application
on your organizer.
Tip:If your organizer is turned off, pressing any
application button activates th e organizer a nd
opens the corresponding application.
Using the onscreen contrast control
Even with the backlight on, you may need to make further
adjustments by changing the amount of contrast on the screen.
To adjust the contrast:
1. Press the Contrast control button.
2. To change the contrast in small increments, tap to the left or right
of the slider.
To change the contrast in larger increments, drag the slider to
the left or right.
Tip:You can also press the scroll button to move the slider
incrementally.
3. Tap Done.
Chapter 1Page 7
Locating back panel components
Side
channel
for stylus
or cover
IR port
Reset
button
Serial
connector
Side channels
Hold the stylus or front cover, which slide in and
out of either side channel and click into place. To
use the stylus, remove it from the side channel
and hold it as you would a pen or pencil.
IR port
Uses infrared technology to transmit data to and
receive data from other Palm Computing
®
platform handhelds, and to perform HotSync
operations. See “Beaming information” in
Chapter 5 and “IR HotSync operations” in
Chapter 6 for more information.
Reset button
Under normal use, you should not have to use
the reset button. See Appendix A for information
about when and how to use the reset button.
Page 8 Introduction to Your Palm V™ Organizer
Serial connector
Connects your organizer to the cradle, which in
turn connects to the back of your computer and
through the AC adapter to the wall current. This
allows you to recharge your Palm V organizer as
well as update the information between your
organizer and computer using HotSync
technology.
Note: The cradle must be plugged into the
serial (COM) port at the back of your
computer.
Your organizer requires a dedicated port. It
cannot share a port with an internal modem or
other device. If you are unsure about the exact
location of the serial port on your computer, refer
to the user’s manual supplied with the computer.
Chapter 1Page 9
An additional connection is made from the back
of the cradle’s serial (COM) port connector to the
AC adapter which plugs into any AC current
outlet.
AC adapter
Recharging the battery
The Palm V organizer contains a Lithium-ion battery that is recharged
each time you place the organizer in the cradle. Just place your
organizer in the cradle for four hours for an initial charge before you
use it. Then place it in the cradle for a few minutes each day to
recharge the battery to full capacity.
If the battery gets low, your organizer displays a warning message. If
this occurs, perform a HotSync operation and then recharge the
battery as soon as possible. If your organizer shuts down, you still
have about a week to recharge the battery before you lose the data on
your organizer.
Page 10 Introduction to Your Palm V™ Organizer
Viewing data while in the cradle
You can set a preference so that you can continue to view data while
your organizer is in the cradle and while the battery is being
recharged. See “General preferences” in Chapter 7 for more
information.
Palm Desktop organizer software
Palm Desktop software extends many of the functions of your
organizer 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 organizer and the builtin HotSync technology, you can fully synchronize the information on
your organizer 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 organizer. Changes you make on your organizer or Palm
Desktop software appear in both places after you synchronize.
With Palm Desktop software, you can do the following:
■Work with your organizer applications on your computer. Palm
Desktop software duplicates the Date Book, Address Book, To Do
List, and Memo Pad applications on your organizer, so you can
view, enter, and modify any data stored on your organizer.
■Back up the data stored on your organizer 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, so you can easily transfer data from other
desktop applications into any of your main applications. See
“Importing data” in Chapter 2 for more information.
■Print your Date Book, Address Book, To Do List, and Memo Pad
information on any printer.
Chapter 1Page 11
Installing Palm Desktop software
The following instructions guide you through installing Palm
Desktop software. After installation, 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.
■If you are installing from diskettes (rather than the CD-ROM
included in the box), make sure the original Palm Desktop
software diskettes are write-protected, and then make backup
copies of them. When you finish, use the copies to install the
software, and store the original diskettes in a safe place. Refer to
your computer’s manual or operating system documentation if
you need information about locking or copying diskettes.
■Do not simply copy the Palm Desktop software files to your
computer’s hard disk. You must use the installer to place the files
in their proper locations and to decompress the files.
To install Palm Desktop software:
1. Exit any open programs, including those that run automatically at
startup such as Microsoft Office, and disable any virus-scanning
software.
2. Insert the Palm Desktop software CD-ROM into the computer’s
CD-ROM drive (or insert the diskette labeled Setup into the
diskette 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 organizer into
the cradle.
Page 12 Introduction to Your Palm V™ Organizer
Using your organizer with another PIM
If you prefer to use another personal information manager (PIM), such
as Microsoft Outlook, you still need to install Palm Desktop software
in order to add HotSync Manager, the connection software, and other
features of Palm Desktop software to your computer. The connection
software, called a conduit, lets you synchronize the data between your
organizer 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.
Chapter 1Page 13
Tapping and typing
Tap with the stylus to get things done
Like using a mouse to click elements on a computer screen, using the
stylus to tap elements on your organizer screen is the basic action that
gets things done on your organizer.
The first time you start your organizer, setup instructions appear on
the screen. These instructions include a calibration screen, or digitizer.
Calibration aligns the internal circuitry of your organizer with its
touch-sensitive screen so that when you tap an element on the screen,
the organizer can detect exactly which task you want to perform.
Important: Always use the point of the stylus for tapping or making
strokes on the organizer screen. Never use an actual pen,
pencil, or other sharp object to write on the organizer
screen.
With your organizer turned on, you can tap the organizer screen to do
many operations, such as the following:
■Open applications
■Choose menu commands
■Initiate a global Find operation
■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.
Page 14 Introduction to Your Palm V™ Organizer
Elements of the organizer interface
Menu bar
Command
buttons
Icons
Menu
bar
Check
box
Icons
Pick list
Command
buttons
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.
Tap the icons to open applications , menus ,
Calculator , and to find text anywhere in your data
.
abc
With the cursor in an input field, tap the dot to
activate the alphabetic keyboard.
123
With the cursor in an input field, tap the dot to
activate the numeric keyboard.
Check box
When a check mark appears in a check box, the
corresponding option is active. If a check box is
empty, tapping it inserts a check mark. If a check box
is checked, tapping it removes the check mark.
Pick list
Tap the arrow to display a list of choices, and then tap
an item in the list to select it.
Chapter 1Page 15
Previous/next
arrows
Scroll
bar
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 the organizer.
Next/
previous
arrows
Tap the up and down arrows to display the previous
and next page of information; tap the left and right
arrows to display the previous and next record.
Opening applications
You can use the Applications Launcher to open any application
installed on your organizer. 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 organizer.
Applications
Launcher
Date
Book
Memo
Pad
Address
Book
Page 16 Introduction to Your Palm V™ Organizer
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 organizer first.
In addition to providing a way for you to open applications, the
Applications Launcher displays the current time, battery level, and
application category.
To open an application:
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 organizer, tap the scroll bar to
see all of your applications.
Tip:
To find an application quickly, you can write the Graffiti
character for the first letter of its name. The Applications
Launcher scrolls to the first application with a name that
begins with that letter. You can also assign application icons to
different categories. See “Categorizing applications” in
Chapter 3.
Using menus
Menus on your organizer are easy to use. Once you have mastered
them in one application, you can use them the same way in all other
applications.
The menus of each application are illustrated in the section on that
application in Chapter 4. The Edit menu is described in “Editing
records” in Chapter 4.
Chapter 1Page 17
To open the menu bar:
1. Open an application (such as Memo Pad).
2. Tap the Menu icon .
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.
Graffiti menu commands
Most menu commands have an equivalent Graffiti Command stroke,
which is similar to the keyboard shortcuts used to execute commands
on computers. The command letters appear to the right of the
command names.
Page 18 Introduction to Your Palm V™ Organizer
Menu commands
Command letters
To use the Graffiti menu commands, the menu bar must be closed.
Draw the Command stroke anywhere in the Graffiti area, and
immediately write the corresponding command letter in the Graffiti
letter area. When you draw the Command stroke, the word
“Command” appears just above the Graffiti writing area to indicate
that you are in Command mode.
Command
For example, to choose Select All in the Edit menu, draw the
Command stroke, followed by the letter “s.”
Note: Command mode is active for approximately two seconds, so
you must write the command letter immediately to choose the
menu command.
Displaying online tips
Many of the dialog boxes that appear on your organizer contain an
online Tips icon in the upper-right corner. Online tips anticipate
questions you have in a dialog box, provide 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.
Chapter 1Page 19
Three ways to enter data
There are three ways to enter data into your organizer:
■Using the onscreen keyboard
■Using Graffiti writing
■Entering or importing data in Palm Desktop software and then
synchronizing with your organizer
Onscreen keyboard
When you create or edit a record in an application such as Address
Book, you can open the onscreen alphabetic and numeric keyboards
to enter data.
Tap here for
alphabetic keyboard
Tap here for numeric
keyboard
After a keyboard is open, you can tap to open any of the other
keyboards, including the international keyboard. See “Using the
onscreen keyboard” in Chapter 2 for more information.
Note: You cannot enter Graffiti characters while using the onscreen
keyboard.
Alpha
Tab
Caps lock
Caps shift
Numeric
Tap here to display
numeric keyboard
Tap here to display
alphabetic keyboard
Backspace
Carriage return
International
Tap here to display
international keyboard
Page 20 Introduction to Your Palm V™ Organizer
Graffiti writing
Your organizer 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 hereWrite 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 3 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. Press the Memo Pad application button .
2. Tap New.
Note: A blinking cursor appears on the first line of the new memo to
indicate where new text will appear.
New
memo
cursor
Tap
New
Write in Graffiti area
See “Using Graffiti writing to enter data” in Chapter 2 for details.
Chapter 1Page 21
Using Palm Desktop software
If you have new records you want to add to your organizer 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 organizer.
After the information is in Palm Desktop software, perform a HotSync
operation to synchronize your organizer with your computer. See
“Exchanging and updating data: HotSync operations” in Chapter 4 for
more information.
Importing data
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 Computing platform handheld. When you import data,
you transfer the records to your organizer without having to enter
them manually. See “Importing data” in Chapter 2 for more
information.
Page 22 Introduction to Your Palm V™ Organizer
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