HandEra 330 User manual

HandEra 330 User Guide

ii HandEra 330 User Guide

HandEra 330 User Guide iii
Copyright
Copyright © 2000-2002 HandEra, Incorporated. All rights reserved.
TRGpro and the HandEra logo are trademarks of HandEra, Inc.
Unless otherwise indicated, HandEra, Inc. trademarks are registered
in the United States and may not be registered in other countries.
Copyright © 2000 Palm, Inc. or its subsidiaries. All rights reserved.
Graffiti, HotSync, Palm, and Palm OS are registered trademarks of
Palm, Inc. or its subsidiaries in one or more countries. The HotSync
logo and the Palm logo are trademarks of Palm, Inc. or its
subsidiaries.
CompactFlash is a trademark of the CompactFlash Association.
Portions of the software licensed from SanDisk Corporation.
Copyright © 1999 SanDisk Corporation.
Other product and brand names may be trademarks or registered
trademarks of their respective owners.
Disclaimer and Limitation of Liability
HandEra and its subsidiaries assume no responsibility for any
damage or loss resulting from the use of this User Guide.
HandEra and its subsidiaries assume no responsibility for any loss or
claims by third parties which may arise through the use of this
software. HandEra 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 Palm End User License
Agreement and HandEra’s End User Software License
Agreement contained in this User Guide before using the
accompanying software program(s). Using any part of the
software indicates that you accept the terms of these
agreements.

iv HandEra 330 User Guide
Palm Desktop Software
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.handera.com.
Revised: October 2002

HandEra 330 User Guide v
Table of Contents
Copyright................................................................................................. iii
Disclaimer and Limitation of Liability .................................................... iii
Palm Desktop Software ........................................................................... iv
Chapter 1: Getting Started............................................................1-1
What is a HandEra handheld computer? ............................................... 1-1
Your HandEra Handheld........................................................................ 1-2
What’s Included with the Handheld ...................................................... 1-3
Installing Batteries................................................................................. 1-4
Setting up your Handheld Computer ..................................................... 1-5
Connecting the HotSync Cradle.................................................................... 1-5
Palm Desktop Software ......................................................................... 1-6
Installing the Palm Desktop Software........................................................... 1-7
Synchronizing Data ............................................................................... 1-9
Performing a HotSync................................................................................... 1-9
Other Information................................................................................ 1-10
Chapter 2: Basics ..........................................................................2-1
Adjusting the Screen.............................................................................. 2-1
Using the Backlight ...................................................................................... 2-1
Adjusting the Contrast .................................................................................. 2-1
Application Basics................................................................................. 2-3
Changing Fonts...................................................................................... 2-6
Entering Data......................................................................................... 2-6
Entering Data with the Onscreen Keyboards ................................................ 2-6
Entering Data with Graffiti Writing .............................................................. 2-8
Other Methods for Entering Data.................................................................. 2-9
Batteries............................................................................................... 2-10
If your unit doesn’t turn on … .................................................................... 2-10
Resizing Applications.......................................................................... 2-11
Using the Jog Wheel and Auxiliary Button......................................... 2-13
Chapter 3: Cards and Expansion Slots .......................................3-1
Inserting a CompactFlash (CF) Card..................................................... 3-3
Removing a CompactFlash (CF) Card .................................................. 3-4
Inserting a Secure Digital (SD) Card..................................................... 3-5
Removing an Secure Digital (SD) Card ................................................ 3-7
Backup................................................................................................... 3-8
Backing Up Data........................................................................................... 3-8
Restoring Data .............................................................................................. 3-9
Backup Tools Menu .................................................................................... 3-11
Backup View Menu .................................................................................... 3-11

vi HandEra 330 User Guide
Backup Options Menu ................................................................................ 3-12
Deleting a Backup....................................................................................... 3-12
CardPro................................................................................................3-13
CardPro Tools Menu (RAM view).............................................................. 3-14
Formatting a Memory Card ........................................................................ 3-15
CardPro Tools Menu (Card View) .............................................................. 3-16
CardPro Edit Menu ..................................................................................... 3-17
CardPro Options Menu ............................................................................... 3-17
CardPro Preferences ................................................................................... 3-18
Example: Copying Files using CardPro...................................................... 3-19
Example: Copy Files Back to RAM ........................................................... 3-21
Chapter 4: Audio ........................................................................... 4-1
Adjusting the Volume ............................................................................4-2
System, Alarm, and Game Sounds ........................................................ 4-3
Volume Levels .............................................................................................. 4-4
Voice Pad ...............................................................................................4-5
Recording on Voice Pad................................................................................ 4-6
Playing a Voice Pad Audio File .................................................................... 4-7
Voice Pad File Menu..................................................................................... 4-9
Voice Pad Options Menu .............................................................................. 4-9
Deleting a Voice Pad Audio File................................................................. 4-10
Voice Pad Audio Properties ........................................................................ 4-11
Chapter 5: Applications................................................................ 5-1
Address Book .......................................................................................5-1
Creating an Address Book Entry .................................................................. 5-1
Viewing and Changing an Address Book Entry............................................ 5-2
Address Book Entry Details.......................................................................... 5-3
Deleting an Address Book Entry .................................................................. 5-4
Date Book..............................................................................................5-5
Creating an Event ......................................................................................... 5-5
Setting an Event Alarm................................................................................. 5-8
Creating an Untimed Event........................................................................... 5-9
Creating a Repeating or Continuous Event................................................. 5-11
Rescheduling an Event................................................................................ 5-12
Changing the Date Book View.................................................................... 5-13
Deleting an Event ....................................................................................... 5-15
Security................................................................................................5-16
Assigning a Password ................................................................................. 5-16
Changing or Deleting a Password............................................................... 5-17
Locking your Handheld Computer ............................................................. 5-19
Recovering from a Forgotten Password ...................................................... 5-21
To Do List............................................................................................5-22
Creating a To Do List Item ......................................................................... 5-22
Changing a To Do List Item........................................................................ 5-24
Marking a To Do List Item Complete ......................................................... 5-25

HandEra 330 User Guide vii
Deleting a To Do List Item ......................................................................... 5-25
Memo Pad ........................................................................................... 5-26
Reviewing and Changing a Memo.............................................................. 5-28
Deleting a Memo ........................................................................................ 5-29
Common Tasks .................................................................................... 5-30
Creating Records......................................................................................... 5-30
Editing Records .......................................................................................... 5-30
Edit Menu ................................................................................................... 5-31
Deleting Records......................................................................................... 5-32
Purging Records.......................................................................................... 5-33
Chapter 6: Add-On Applications and Databases .......................6-1
Installing via HotSync ........................................................................... 6-1
Installing via the Expansion Slots ......................................................... 6-3
Using a CF Card or SD Card with your Computer ....................................... 6-3
Installing via the IR Port........................................................................ 6-5
Beaming Data ............................................................................................... 6-5
Beaming Applications................................................................................... 6-6
Receiving Beamed Information .................................................................... 6-7
Creating Your Business Card ........................................................................ 6-7
Beaming Tips................................................................................................ 6-8
Third-Party Applications ....................................................................... 6-9
Screen Problems and Incompatible Third-Party Applications ...................... 6-9
Methods for Handling Incompatible Applications ........................................ 6-9
Compatibility Mode.................................................................................... 6-10
Expense and Mails Add-On Applications ........................................... 6-11
Expense ............................................................................................... 6-11
Changing the Date of an Expense Item....................................................... 6-13
Entering Receipt Details ............................................................................. 6-14
Show Options.............................................................................................. 6-18
Transferring your Data to Microsoft Excel ................................................. 6-19
Using Expense Report Templates ............................................................... 6-21
Expense Menus........................................................................................... 6-24
Preferences.................................................................................................. 6-24
Mail ..................................................................................................... 6-25
Setting up Mail on the Desktop................................................................... 6-26
Synchronizing Mail with your E-mail Application ..................................... 6-29
Creating E-mail Items................................................................................. 6-31
Looking up an Address ............................................................................... 6-34
Sending a Blind Carbon Copy .................................................................... 6-38
Adding a Signature to Your E-Mail Item .................................................... 6-39
Requesting Confirmations .......................................................................... 6-40
Storing E-mail to be Sent Later................................................................... 6-41
Draft E-mail................................................................................................ 6-42
Filing E-mail............................................................................................... 6-44
Deleting E-mail........................................................................................... 6-45
Message List Options.................................................................................. 6-47
HotSync Options......................................................................................... 6-50

viii HandEra 330 User Guide
Creating Special Filters............................................................................... 6-51
Ignoring or Receiving E-mail ..................................................................... 6-53
High Priority E-mail ................................................................................... 6-56
Truncating E-mail Items ............................................................................. 6-57
Chapter 7: Frequently Asked Questions .................................... 7-1
Why don’t I see anything on the screen? ...............................................7-1
Why can’t I complete a HotSync operation? .........................................7-2
Troubleshooting Communication Problems ..........................................7-3
Checking your Connections.......................................................................... 7-3
Checking your Settings................................................................................. 7-3
Checking your Windows Computer Settings ................................................ 7-4
Troubleshooting Data Synchronization Problems .................................7-5
Checking your Desktop Configuration ......................................................... 7-5
Checking the HotSync Log........................................................................... 7-5
Checking your Conduit Settings on a Windows Computer........................... 7-6
Upgrading from another Palm OS Handheld ................................................ 7-6
How often should I back up my handheld computer? ...........................7-8
How does HotSync work? .....................................................................7-8
How can I save and restore my Palm Desktop?.....................................7-8
Palm Desktop File Export............................................................................. 7-9
Creating a Copy of the Backup Folder........................................................ 7-10
Custom HotSync......................................................................................... 7-10
What is the best way to keep my handheld computer trouble-free? ....7-12
What do I need to know about batteries?.............................................7-13
Resetting Your Handheld Computer....................................................7-15
Performing a Soft Reset.............................................................................. 7-15
Performing a Warm Reset........................................................................... 7-15
Performing a Hard Reset............................................................................. 7-16
To restore your data after a hard reset:........................................................ 7-16
Technical Support................................................................................ 7-18
Appendix A: Setting Preferences ................................................A-1
Selecting Preferences............................................................................ A-2
Applications Preferences ...................................................................... A-3
Buttons Preferences .............................................................................. A-5
Changing Button Preferences ...................................................................... A-5
Changing Pen Preferences ........................................................................... A-6
HotSync Buttons Preferences ...................................................................... A-8
Connection Preferences ........................................................................ A-9
Preparing the HotSync Manager for a Modem HotSync............................ A-12
Preparing your HandEra Computer for a Modem HotSync ....................... A-12
Performing the HotSync ............................................................................ A-14
Digitizer Preferences .......................................................................... A-16
Formats Preferences ........................................................................... A-17
Time, Date, Week Start, and Numbers Formats ......................................... A-18

HandEra 330 User Guide ix
General Preferences............................................................................ A-19
Setting the Time......................................................................................... A-19
Setting the Date.......................................................................................... A-20
Auto-off After ............................................................................................ A-21
Alarm LED ................................................................................................ A-22
Network Preferences .......................................................................... A-23
Selecting a Service..................................................................................... A-23
Entering a User Name................................................................................ A-24
Entering a Password................................................................................... A-25
Adding Telephone Settings ........................................................................ A-26
Connecting to Your Service ....................................................................... A-28
Creating Additional Service Templates...................................................... A-29
Adding Detailed Information to a Service Template.................................. A-29
Creating a Login Script.............................................................................. A-33
Plug-in Applications .................................................................................. A-35
Deleting a Service Template ...................................................................... A-37
Network Preferences Menu Commands..................................................... A-38
TCP/IP Troubleshooting ............................................................................ A-38
Adding a DNS Number.............................................................................. A-39
Owner Preferences.............................................................................. A-40
ShortCuts Preferences ........................................................................ A-41
Creating a ShortCut ................................................................................... A-41
Editing a ShortCut ..................................................................................... A-42
Deleting a ShortCut ................................................................................... A-43
Side Buttons Preferences.................................................................... A-44
Warranty and Other Product Information.................................. W-1
HandEra Limited Warranty ................................................................. W-1
HandEra End User Software License Agreement................................ W-3
Palm Limited Warranty ....................................................................... W-6
Palm End User Software License Agreement...................................... W-8
FCC Statement .................................................................................. W-11
Canadian RFI Statement ........................................................................... W-12
Declaration of Conformity ........................................................................ W-12

x HandEra 330 User Guide

HandEra 330 User Guide 1-1
Chapter 1: Getting Started
This User Guide introduces some of the basic concepts of your
HandEra 330, including its physical buttons and controls. The User
Guide also explains how to use your handheld for the first time.
What is a HandEra handheld computer?
Your HandEra handheld computer is a very powerful tool – it allows
you to:
♦ Schedule meetings and appointments in a Date Book. Schedule
details can be viewed by the day, week, or month. An alarm
can be set to remind you of important meetings or events.
♦ Enter contact names, addresses, telephone numbers, and other
details in the Address Book.
♦ Keep track of your tasks and other items in a To Do List and
assign tasks a due date.
Your HandEra handheld computer also supports expansion slots,
which allow you to store data and make it possible to transfer data
easily to a desktop computer.

1-2 HandEra 330 User Guide
Your HandEra Handheld
Figure 1-1. HandEra Front
Power Button
Microphone
To Do
List
Scroll
Buttons
Address
Book
Jog
Wheel
Auxiliar
y
Button
Menu Ba
r
Memo Pad
Date
Book
Application
Launcher
Power Por
t
Graffiti Area
Calculator
Screen
Find
Speaker
LED

HandEra 330 User Guide 1-3
Figure 1-2. HandEra Back
What’s Included with the Handheld
♦ The HandEra handheld.
♦ Palm Desktop software.
♦ HotSync cradle.
Note: Accessories, such as a lithium ion battery pack and
external A/C power supply, may be purchased from
HandEra, Inc. at www.handera.com.
Stylus
Serial (Comm) Port
Battery Door
CF Expansion Slot
SD Expansion Slot
Infrared Port
Auxiliary
Button
Reset
Jog Wheel
Power
Port

1-4 HandEra 330 User Guide
Installing Batteries
This section discusses how to install alkaline batteries.
1. Press the latch on the battery door and lift the battery door away
from your HandEra handheld. Refer to Figure 1-3.
2. Install four AAA alkaline batteries into the battery compartment
with the correct polarity. Figure 1-3 shows correct polarity for
the batteries.
Note: You may need to perform a soft reset when installing
batteries for the first time.
3. Insert the battery door back into place flush with the back of
your HandEra computer and click the door into position.
Figure 1-3. Battery Installation
Push Tab Left to
Open Battery
Door

HandEra 330 User Guide 1-5
Caution:Do not force the battery door. When the batteries are
correctly installed, the battery door clips smoothly into place.
When changing the batteries, replace them immediately. The
built-in backup power maintains memory of your data for up
to one minute.
Setting up your Handheld Computer
1. Make sure the batteries are installed correctly. Refer to
Figure 1-3.
2. Press the power button to turn on your unit.
3. Follow the instructions on the screen to set up your HandEra.
Note: If your unit does not turn on, refer to Chapter 7,
Frequently Asked Questions and the Palm Helpnote files
located in the folder where you installed the Palm Desktop
Software.
4. After you enter the time and date, tap Next to complete the Basic
Skills tutorial.
Tip: To access the Basic Skills tutorial later, tap the
Welcome icon in the Applications launcher.
Connecting the HotSync Cradle
The HotSync cradle attaches to your desktop computer
using a standard serial port connector. The associated
COM port may not be shared with any other devices.
Note: You may require an adapter to convert the 9-pin
connector to a 25-pin.
To connect the HotSync cradle to the desktop computer:
1. Shut down and turn off your desktop computer.
2. Plug the HotSync cable into an unused serial (COM) port on
your computer. Refer to Figure 1-4.

1-6 HandEra 330 User Guide
Figure 1-4. HotSync Cable
3. Refer to Performing a HotSync on page 1-9.
If your desktop computer includes USB ports, but no serial ports,
you will need to order a Palm USB Connect Kit from
www.palm.com.
If your desktop computer includes a serial port, you will need to
ensure that is not shared with other devices, such as an internal
modem.
Note: If you are unsure about which serial or USB ports are
available, refer to the manual supplied with your desktop
computer.
Palm Desktop Software
The Palm Desktop software runs on your desktop computer. The
Palm Desktop Software includes the desktop-equivalent versions of
the applications found in your handheld computer, such as Date
Book, Address Book, To Do List, and Memo Pad. You can use the
HotSync Manager feature to backup and exchange data between your
handheld computer and your desktop computer.

HandEra 330 User Guide 1-7
Note: If you are using Microsoft Outlook or other organizer
software instead of the Palm Desktop software, you are still
required to install HotSync Manager, conduit software, and
other features of Palm Desktop software.
Installing the Palm Desktop Software
1. Turn on your desktop computer.
2. Exit any open programs, including those that run automatically
at startup such as Microsoft Office, virus-scanning software,
utilities, or TSR (terminate-and-stay-resident) applications.
3. Insert the Palm Desktop CD-ROM into the CD-ROM drive.
Note: If installation does not begin, click the Windows Start
button, select Run, enter D:\autorun.exe, and then click OK. If
necessary, replace “D:” with the drive letter assigned to your
CD-ROM drive. Follow any on-screen instructions for
installing the Palm Desktop software.

1-8 HandEra 330 User Guide
4. Follow the onscreen instructions to complete the installation.
During installation, you may be asked to insert your HandEra to
the HotSync cradle. Refer to Figure 1-5.
Figure 1-5. Cradle

HandEra 330 User Guide 1-9
Synchronizing Data
Performing a HotSync
The HotSync process automatically synchronizes data between your
handheld and the Palm Desktop software. Synchronization is the
process of exchanging and updating data that has changed between
the handheld computer and the computer desktop. Changes you
make on your handheld or Palm Desktop software appear in both
places after a HotSync operation.
Tip: If you have difficulty performing a successful HotSync
operation, refer to “Why can’t I complete a HotSync
operation?” in Chapter 7.
1. Connect your HotSync cradle to your desktop computer. Refer to
Connecting the HotSync Cradle on page 1-5.
2. Tap the Application icon on you handheld.
3. Tap the HotSync icon.
4. Tap Local.
5. Tap the Pick List and select Direct Serial. Refer to Figure 1-6.
Figure 1-6. HotSync Settings
6. Place your handheld computer into the HotSync cradle.
Pick List

1-10 HandEra 330 User Guide
7. Press the HotSync button on the cradle.
8. In the Users dialog box, select the user name you entered when
you installed the Palm Desktop software.
Your user name serves as the connection between your handheld
computer and your desktop computer. If you are sharing Palm
Desktop software with another handheld user, you can change users
by selecting a user name from the User list on the right side of the
Palm Desktop window. Be sure you select the correct user name
before entering data in the Palm Desktop software.
9. Remove the handheld from the cradle when the Complete
message appears.
Other Information
To locate additional information on how to use the Palm Desktop
software refer to:
♦ The Basic Skills tutorial on your handheld computer. To access
this tutorial, go to the Applications Launcher and then tap the
Welcome icon.
♦ The Technical Support section of www.handera.com.
♦ The online help for Palm Desktop software. To access the
online help, go to the Help menu in Palm Desktop software.
♦ The Help Notes support information for Windows users. To
access this information, open the Palm folder on your
computer, open the Helpnote folder, and double-click the
individual note files.
♦ Macintosh users – Refer to www.palm.com for information
concerning Macintosh computers.
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