Palm VIIX User manual

Handbook
for the
Palm VII™Handheld
Palm.Net Discontinued: The Palm.Net service is
discontinued as of August 31, 2004. Any
information in this manual pertaining to Palm.Net,
PQAs (web clipping applications), MyPalm and
the WAP Browser is not applicable after that
date. For wireless email and web browsing, we
recommend you migrate to a palmOne
smartphone.
We can help you do this: Click here to learn how
to upgrade to a new solution.

Page ii
Copyright
Copyright © 1998-2000 Palm, Inc. or its subsidiaries. All rights reserved. Graffiti,
HotSync, iMessenger, Palm OS, PalmConnect, and PalmModem are registered trade-
marks, 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 soft-
ware 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

Contents Page iii
Contents
About This Book ......................................................................................... 1
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

Page iv Handbook for the Palm VII™ Handheld
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

Contents Page v
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

Page vi Handbook for the Palm VII™ Handheld
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

Contents Page vii
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

Page viii Handbook for the Palm VII™ Handheld
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

About This Book Page 1
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.

Page 2 About This Book

Chapter 1 Page 3
Chapter 1
Introduction to Your
Palm VII™Handheld
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®technology to synchronize your handheld and Palm™
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.
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.

Page 4 Introduction to Your Palm VII™ Handheld
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; thentransfer 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®USB Kit sold
separately)
See “Activating the Palm.Net wireless communication service” later
in this chapter for requirements to activate the service.
Optional equipment
■PalmModem®accessory
■Windows-compatible printer
■Infrared communication device
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.

Chapter 1 Page 5
Palm VII components
Locating front panel controls
IR port 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.
Screen Displays the applications and information stored in
your handheld. It is touch-sensitive and responds to
the stylus.
Power
button/
Backlight
control
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.
Graffiti®
writing area
Application
buttons
Scroll button
Power button/
Backlight control
Screen
Antenna
IR port

Page 6 Introduction to Your Palm VII™ Handheld
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
The area where you write letters and numbers using
the Graffiti®alphabet. See Chapter 2 to learn how to
write Graffiti characters.
Application
buttons
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.
Scroll
button
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.

Chapter 1 Page 7
Locating back panel components
Stylus 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.
Battery door 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.
Reset
button
Serial(COM)
port door
Stylus
Battery
door
Contrast
control

Page 8 Introduction to Your Palm VII™ Handheld
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.
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.

Chapter 1 Page 9
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.
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.
Press tab to
open

Page 10 Introduction to Your Palm VII™ Handheld
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.

Chapter 1 Page 11
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.

Page 12 Introduction to Your Palm VII™ Handheld
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 sureto 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 built-
in 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.