3Com Palm V User manual

Handbook
for the
Palm V™Organizer

Page ii Handbook for the Palm V™ Organizer
Copyright
Copyright © 1998-1999 3Com Corporation or its subsidiaries. All rights reserved. 3Com,
the 3Com logo, Graffiti, HotSync, Palm Computing, and PalmConnect are registered
trademarks, and the HotSync logo, More Connected., Palm, Palm III, Palm V, the
Palm V logo, the Palm Computing Platform logo, and Palm OS are trademarks of Palm
Computing, Inc., 3Com Corporation or its subsidiaries. Other product and brand names
may be trademarks or registered trademarks of their respective owners.
Disclaimer and Limitation of Liability
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 cop-
ies 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 mail-
ing 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

Contents Page iii
Contents
About This Book ......................................................................................... 1
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
Palm Desktop organizer software ................................................11
Using your organizer with another PIM .....................................13
Tapping and typing ............................................................................14
Tap with the stylus to get things done .........................................14
Elements of the organizer interface ..............................................15
Opening applications .....................................................................16
Using menus ....................................................................................17
Three ways to enter data ................................................................20
Customizing your organizer..............................................................23
Chapter 2: Entering Data in Your Palm V™ Organizer
Using Graffiti writing to enter data ..................................................25
Writing Graffiti characters .............................................................25
Graffiti tips .......................................................................................27
The Graffiti alphabet .......................................................................28
Writing capital letters .....................................................................29
Writing numbers .............................................................................29
Graffiti numbers ..............................................................................30
Writing punctuation marks ...........................................................30
Additional Graffiti punctuation ....................................................31
Writing symbols and extended characters ..................................31
Writing accented characters ..........................................................32
Accent strokes ..................................................................................32
Additional non-English characters ...............................................32
Navigation strokes ..........................................................................33
Graffiti ShortCuts ............................................................................33
Using the onscreen keyboard ............................................................34
Using your computer keyboard........................................................35
Importing data .....................................................................................35

Page iv Handbook for the Palm V™ Organizer
Chapter 3: Managing Your Applications
Using the Applications Launcher.....................................................37
Selecting applications .....................................................................37
Switching between applications ...................................................37
Categorizing applications ..............................................................37
Changing the Applications Launcher display ............................38
Choosing preferences.........................................................................39
Installing and removing applications..............................................40
Installing add-on applications ...................................................... 40
Installing games ..............................................................................42
Removing applications ..................................................................43
Removing Palm Desktop software ............................................... 43
Security................................................................................................. 44
Assigning a password ....................................................................44
Changing or deleting a password ................................................45
Locking your organizer .................................................................45
Recovering from a forgotten password .......................................46
Chapter 4: Using Your Basic Applications
Overview of basic applications......................................................... 48
Date Book .........................................................................................48
Address Book ..................................................................................49
To Do List .........................................................................................50
Memo Pad ........................................................................................51
Calculator .........................................................................................51
Expense ............................................................................................ 52
Common tasks.....................................................................................53
Creating records ..............................................................................53
Editing records ................................................................................ 53
Deleting records .............................................................................. 55
Purging records ............................................................................... 56
Exchanging and updating data: HotSync operations ............... 56
Categorizing records ...................................................................... 59
Finding records ...............................................................................62
Sorting lists of records ....................................................................67
Making records private ..................................................................68
Attaching notes ............................................................................... 70
Choosing fonts ................................................................................ 71
Application-specific tasks..................................................................72
Date Book .........................................................................................72
Address Book ..................................................................................84
To Do List .........................................................................................89
Memo Pad ........................................................................................94

Contents Page v
Calculator .........................................................................................97
Expense .............................................................................................99
Chapter 5: Communicating Using Your Organizer
Managing desktop E-Mail away from your desk.........................111
Setting up Mail on the desktop ...................................................112
Synchronizing Mail with your E-Mail application ..................114
Opening the Mail application on your organizer .....................114
Viewing e-mail items ....................................................................114
Creating e-mail items ....................................................................115
Looking up an address .................................................................118
Adding details to e-mail items ....................................................119
Storing e-mail to be sent later ......................................................122
Editing unsent e-mail ...................................................................122
Draft e-mail ....................................................................................123
Filing e-mail ...................................................................................124
Deleting e-mail ..............................................................................125
Removing e-mail from the Deleted folder .................................125
Purging deleted e-mail .................................................................126
Message List options ....................................................................126
HotSync options ............................................................................128
Creating special filters ..................................................................129
Truncating e-mail items ...............................................................133
Mail menus .....................................................................................134
Beaming information ........................................................................135
Chapter 6: Advanced HotSync® Operations
Selecting HotSync setup options.....................................................139
Customizing HotSync application settings ...................................142
IR HotSync operations......................................................................144
Preparing your computer for infrared communication ..........144
Configuring HotSync Manager for infrared communication .147
Performing an IR HotSync operation .........................................148
Returning to cradle HotSync operations ...................................148
Conducting a HotSync operation via modem...............................149
Preparing your computer ............................................................149
Preparing your organizer .............................................................151
Selecting the conduits for a modem HotSync operation .........152
Performing a HotSync operation via a modem ........................153
Conducting a HotSync operation via a network ..........................154
Connecting to your company’s dial-in server ...........................154
Performing a network HotSync operation ................................157
Using File Link...................................................................................157
Creating a user profile ......................................................................158

Page vi Handbook for the Palm V™ Organizer
Chapter 7: Setting Preferences for Your Organizer
Viewing preferences.........................................................................161
Buttons preferences .......................................................................... 162
Pen preferences .............................................................................162
HotSync buttons preferences ......................................................164
Digitizer preferences ........................................................................ 164
Formats preferences .........................................................................164
Country default .............................................................................165
Time, date, week start, and numbers formats ..........................165
General preferences..........................................................................166
Auto-off delay ...............................................................................166
Cradle settings ...............................................................................166
System, alarm, and game sounds ...............................................167
Beam Receive .................................................................................167
Connection preferences....................................................................168
Sample connection for remote IR HotSync operations ...........169
Network preferences and TCP/IP software .................................171
Selecting a service ......................................................................... 171
Entering a user name ................................................................... 172
Entering a password ....................................................................173
Selecting a connection ..................................................................173
Adding telephone settings ..........................................................174
Connecting to your service ..........................................................176
Creating additional service templates .......................................177
Adding detailed information to a service template .................177
Login scripts ..................................................................................180
Creating a login script on your organizer .................................181
Plug-in applications .....................................................................183
Deleting a service template .........................................................183
Network preferences menu commands ....................................183
TCP/IP troubleshooting .............................................................. 184
Owner preferences............................................................................185
ShortCuts preferences ......................................................................186
Creating a ShortCut ......................................................................186
Editing a ShortCut ........................................................................ 187
Deleting a ShortCut ......................................................................187
Appendix A: Maintaining Your Organizer
Caring for your organizer................................................................189
Battery considerations......................................................................190
Resetting your organizer .................................................................191
Performing a soft reset .................................................................191
Performing a hard reset ...............................................................192

Contents Page vii
Appendix B: Frequently Asked Questions
Software installation problems........................................................195
Operating problems ..........................................................................196
Tapping and writing problems .......................................................197
Application problems .......................................................................198
HotSync problems .............................................................................199
Beaming problems.............................................................................204
Recharging problems........................................................................204
Password problems...........................................................................205
Technical support..............................................................................206
Appendix C: Creating a Custom Expense Report
About mapping tables ......................................................................207
Customizing existing sample templates ........................................208
Determining the layout of the Expense Report.............................209
Labels ..............................................................................................209
Sections ...........................................................................................210
Analyzing your custom Expense Report .......................................211
Programming the mapping table....................................................212
Using applications other than Microsoft Excel .............................216
Expense file details............................................................................216
Appendix D: Non-ASCII Characters for Login Scripts
Use of ^char .......................................................................................217
Carriage return and line feed ..........................................................217
Literal characters ...............................................................................218
Warranty and Other Product Information
Limited warranty...............................................................................219
3Com end user software license agreement..................................222
FCC Statement ...................................................................................225
Canadian RFI Statement...................................................................225
CTICK Certification ..........................................................................226
Index ........................................................................................................ 227

Page viii Handbook for the Palm V™ Organizer

About This Book Page 1
About This Book
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.

Page 2 About This Book