PalmPilot™
`Handbook
`
`®
`
`APPLE EXHIBIT 1014
`Page 1 of 202
`
`

`

`Copyright
`Copyright © 1997 3Com Corporation or its subsidiaries. All rights
`reserved. 3Com, the 3Com logo, and Graffiti are registered
`trademarks and HotSync, PalmPilot, Palm OS and the PalmPilot
`logo are trademarks of 3Com Corporation or its subsidiaries. All
`other brands and product names may be trademarks or registered
`trademarks of their respective holders.
`
`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 back up 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
`PalmPilot 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
`obtain 3.5" diskettes. Refer to the section entitled “Accessories and
`Disk Fulfillment” that appears in Appendix A: Technical Support,
`Service and Repair for the phone number to obtain these diskettes,
`or complete and mail (or FAX) the disk offer card supplied in the
`PalmPilot product package.
`
`Part Number: 423-0210-01B
`
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`PalmPilot Handbook
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`Contents
`
`Chapter 1 — The PalmPilot™ Connected Organizer and its Controls...... 1
`Front Panel Buttons and Controls .............................................................1
`PalmPilot Stylus........................................................................................... 3
`Back Panel Doors, Buttons and Connections........................................... 4
`Battery Installation ......................................................................................5
`About the Backlight Feature ......................................................................6
`Safety, Care, and Maintenance................................................................... 6
`Chapter 2 — Working with the PalmPilot™ Connected Organizer.......... 9
`Starting PalmPilot for the First Time ........................................................9
`General Preferences.................................................................................. 11
`Format Preferences................................................................................... 14
`Modem Preferences.................................................................................. 16
`Owner Preferences....................................................................................17
`Buttons Preferences.................................................................................. 19
`ShortCuts and Digitizer Preferences....................................................... 22
`PalmPilot Applications .............................................................................. 22
`Using the Stylus to Write Text................................................................. 24
`Using the On-Screen Keyboard ............................................................... 33
`Using Menus.............................................................................................. 35
`On-line Tips ................................................................................................38
`Using Categories ....................................................................................... 38
`Attaching a Note to a Record....................................................................43
`Private Records.......................................................................................... 44
`
`Chapter 3 — Date Book..................................................................................45
`Activating the Date Book.......................................................................... 45
`Time Display .............................................................................................. 46
`Scheduling an Event.................................................................................. 46
`Choosing a Date......................................................................................... 50
`Week View.................................................................................................. 52
`Month View ................................................................................................55
`Event Details.............................................................................................. 56
`Using the Repeat Function ....................................................................... 58
`Date Book Menu Commands................................................................... 60
`Deleting an Event ...................................................................................... 63
`
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`Chapter 4 — Address Book............................................................................65
`Activating the Address Book ....................................................................65
`Creating an Address Book Entry............................................................. 66
`Working with Address Book Entries ...................................................... 69
`Address Book Entry Details..................................................................... 71
`Address Book Menu Commands............................................................. 72
`Deleting an Address Book Entry............................................................. 75
`
`Chapter 5 — To Do List ...................................................................................77
`Activating the To Do List.......................................................................... 77
`Working with To Do Items....................................................................... 78
`To Do Item Details ....................................................................................80
`To Do List Menu Commands ................................................................... 83
`Deleting a To Do Item .............................................................................. 85
`
`Chapter 6 — Memo Pad..................................................................................87
`Activating the Memo Pad.......................................................................... 87
`Working with Memos ............................................................................... 88
`Arranging Memos...................................................................................... 90
`Memo Pad Menu Commands .................................................................. 91
`Deleting a Memo ....................................................................................... 93
`
`Chapter 7 — Expense......................................................................................95
`Activating Expense ....................................................................................96
`Creating an Expense Item ........................................................................98
`Receipt Details .........................................................................................100
`Show Options........................................................................................... 103
`Expense Menu Commands ....................................................................104
`Transferring Your Data to Microsoft Excel ..........................................107
`Printing an Expense Report....................................................................111
`
`Chapter 8 — Additional Features................................................................113
`Find Command ........................................................................................113
`Phone Lookup ..........................................................................................114
`PalmPilot Calculator................................................................................116
`Memory Application................................................................................118
`Security System ....................................................................................... 120
`Graffiti® ShortCuts ..................................................................................124
`Menu Commands ....................................................................................127
`Graffiti Strokes.........................................................................................129
`
`page 2
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`PalmPilot Handbook
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`Chapter 9 — Installing PalmPilot™ Desktop Software.......................... 131
`About PalmPilot Desktop........................................................................131
`System Requirements .............................................................................132
`Software Installation................................................................................132
`Chapter 10 — HotSync™ Technology......................................................... 135
`The HotSync Process and the HotSync Manager................................135
`Conducting a Local HotSync ..................................................................135
`Selecting HotSync Options .....................................................................139
`Customizing the HotSync Feature.........................................................140
`User Profile ..............................................................................................142
`Conducting a HotSync via Modem ........................................................144
`Chapter 11 — Installing Applications on your PalmPilot™
`Connected Organizer..................................................................................... 149
`Using the PalmPilot Install Tool ............................................................149
`Games....................................................................................................... 150
`
`Chapter 12 — Reference ..............................................................................151
`Troubleshooting ......................................................................................151
`Resetting the PalmPilot™ Connected Organizer ..................................156
`Appendix A: Technical Support, Service and Repair .........................157
`
`Appendix B: Expense Templates.........................................................160
`
`Appendix C: Creating a Custom Expense Report ..............................164
`3Com End User Software License Agreement .....................................176
`Limited Warranty.....................................................................................178
`FCC Statement.........................................................................................180
`Canadian RFI Statement .........................................................................181
`
`Index ................................................................................................................ 182
`
`Chapter 1: The PalmPilot™ Connected Organizer and its Controls
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`Chapter 1
`
`The PalmPilot™ Connected Organizer and its Controls
`
`Congratulations on your purchase of the PalmPilot
`connected organizer. This handbook describes how
`to use your PalmPilot organizer and the applications
`that come with it.
`
`This chapter explains the physical buttons and controls of your
`PalmPilot, how to install the batteries, and safety and care tips.
`
`Front Panel Buttons and Controls
`The following diagram shows the screen, buttons and controls
`located on the front panel of the PalmPilot:
`
`PalmPilot screen
`
`Graffiti® handwriting
`recognition software
`writing area
`
`Contrast
`control
`
`Power button, Backlight
`on/off control
`
`Scroll buttons
`
`Application buttons
`
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`n PalmPilot screen. The PalmPilot screen displays the
`information stored in your PalmPilot, and is touch-sensitive to
`respond to the stylus. The PalmPilot screen also displays
`controls and settings that you use with your applications.
`
`n Graffiti® handwriting recognition software writing area.
`The Graffiti handwriting recognition software writing area is
`the area where you write pen strokes of the Graffiti alphabet.
`Refer to the section entitled “Using the Stylus to Write Text”
`that appears in Chapter 2: Working with the PalmPilot™
`Connected Organizer for information about how to write
`Graffiti character strokes.
`
`n
`
`Scroll buttons. The scroll buttons are used to review text
`and other information that extend beyond the area of the
`PalmPilot screen. The lower scroll button is used to “scroll
`down” to review information, and the upper scroll button is
`used to “scroll up” to view the earlier information “above the
`screen.”
`
`In the Date Book, these buttons are used to increment the
`day, week or month views.
`
`n Power button. The power button is used to turn your
`PalmPilot on or off. If PalmPilot is turned off, pressing the
`power button will turn the unit on, and immediately activate
`the last application that was in use (return to the last screen
`you were viewing).
`
`If your PalmPilot is turned on, pressing the power button will
`turn the unit off, helping to conserve battery life.
`
`The power button also controls the PalmPilot organizer’s
`backlight feature. Hold the power button down for about two
`seconds to turn the backlight feature on or off.
`
`n Application buttons. The application buttons are used to
`activate the individual PalmPilot applications, and each button
`has a distinctive icon that corresponds to its application. Four
`application buttons appear on the front panel of your
`PalmPilot: Date Book, Address Book, To Do List, and Memo
`Pad. These buttons can be reassigned to activate any
`application stored on your PalmPilot organizer.
`
`Chapter 1: The PalmPilot™ Connected Organizer and its Controls
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`Note: If your PalmPilot is currently turned off, pressing any of
`the application buttons will activate PalmPilot, and
`immediately display the corresponding application.
`
`n Contrast control. The contrast control is used to adjust the
`appearance of the PalmPilot screen for the clearest screen
`display. Depending on the lighting conditions or temperature
`of the environment where you use the PalmPilot, you may
`need to adjust the setting of the contrast control.
`
`PalmPilot Stylus
`The stylus is stored in a silo molded into the right-hand side of
`PalmPilot. To use the stylus, slide it out from the silo, and grasp it
`in your fingers as you would a pen or pencil.
`
`Stylus
`
`Important: Always use the point of the stylus for tapping, or
`making strokes on the PalmPilot screen. Never use an actual pen,
`pencil or other sharp object to write on the PalmPilot screen.
`
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`Back Panel Doors, Buttons and Connections
`
`Memory door
`
`Reset button
`
`Battery door
`
`Serial port
`
`n Memory door. The memory door covers the memory
`circuitry of your PalmPilot. The memory door may be
`removed to allow the installation of memory expansion units
`available from your dealer (or 3Com). However, you will
`never have to remove or replace the memory door in the
`normal use of your PalmPilot.
`
`n Reset button. The actual reset button is located deep within
`PalmPilot, and can be activated by pushing the end of an
`unfolded paper clip (or similar blunt object) into the hole.
`Never press the reset button with a sharp object, such as a pin.
`
`Under normal use, you should never have to use the reset
`button. Refer to the section entitled “Resetting the PalmPilot™
`Connected Organizer” in Chapter 12: Reference for information
`about how to use the reset button.
`
`n Battery door. The battery door covers the batteries that
`power your PalmPilot. The following section explains how to
`remove the battery door to install the batteries.
`
`n
`
`Serial port. The serial port fits into the connector of the
`PalmPilot Cradle. As you use your PalmPilot, you should
`make sure that the connection surface of the serial port
`remains clean and clear of debris.
`
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`Battery Installation
`To use the PalmPilot, you must install two (2) AAA alkaline
`batteries. The batteries fit behind the battery door on the back of
`your PalmPilot.
`
`To install the batteries in your PalmPilot,
`1. Remove the battery door from the rear of PalmPilot.
`Push on the thumb recess on the battery door, as
`shown in the following diagram:
`
`Push on thumb recess
`
`2. While pushing the thumb recess, slide the battery door out
`and away from PalmPilot.
`
`3.
`
`Install the two (2) AAA alkaline batteries into the battery
`compartment. These batteries are supplied with your
`PalmPilot.
`
`A diagram in the interior of the battery compartment shows
`the orientation of the + and - ends of the batteries.
`
`When correctly installed, the batteries will be secured by clips
`in the battery compartment.
`
`4. Replace the battery door. When correctly installed the battery
`door will “click” into position, and be flush with the back of the
`PalmPilot.
`
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`Important: Do not force the battery door. When the batteries are
`correctly installed, the battery door will slide smoothly into
`place. If you feel resistance when replacing the battery door,
`make sure the door is correctly aligned with the slots on the
`back of your PalmPilot, and that the batteries are firmly seated
`in the battery compartment.
`
`About the Backlight Feature
`If you have a PalmPilot model that includes the backlight
`illumination feature, you can activate the backlight when you first
`turn on the power for your PalmPilot.
`
`Note: If you have upgraded your Pilot 1000 or Pilot 5000 organizer
`to the PalmPilot Professional Edition, the backlight feature will not
`be available. In this case, only the ROM software is upgraded.
`You must purchase a new PalmPilot Personal or Professional
`Edition to obtain the backlight feature.
`To activate the backlight feature:
`Press the green power button, and hold it down for about two
`seconds. Release the green power button when the backlight
`illumination appears.
`
`n
`
`n
`
`To turn off the backlight feature:
`Press and hold the green power button for about two seconds.
`The backlight feature also turns off automatically with the
`auto-off feature (after a period of inactivity).
`
`In addition, you can use a full-screen pen stroke to activate the
`backlight feature. Refer to the section entitled “Buttons
`Preferences” that appears in Chapter 2: Working with the
`PalmPilot™ Connected Organizer for more information.
`
`Safety, Care, and Maintenance
`Once you have installed the batteries in your PalmPilot, you are
`ready to start PalmPilot for the first time and begin working with
`the unit as described in Chapter 2: Working with the PalmPilot™
`Connected Organizer.
`
`Chapter 1: The PalmPilot™ Connected Organizer and its Controls
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`page 9
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`The remainder of this chapter contains general information about
`PalmPilot and the PalmPilot Cradle.
`
`Safety Tips
`Your PalmPilot is designed to be rugged and reliable, and will
`provide years of trouble-free service. However, you should
`observe the following general tips when using your PalmPilot:
`
`n
`
`n
`
`n
`
`n
`
`Take care not to scratch the screen of your PalmPilot. When
`working with PalmPilot, use the supplied stylus, or plastic-
`tipped pens intended for use with a touch-sensitive screen.
`Never use an actual pen or pencil, or other sharp objects on
`the surface of the PalmPilot screen.
`
`Your PalmPilot is not water proof, and should not be exposed
`to rain or moisture. Under extreme conditions, water may
`enter the circuitry through the front panel buttons. In general,
`treat your PalmPilot as you would a pocket calculator or other
`small electronic instrument.
`
`The touch-sensitive screen of your PalmPilot contains a glass
`element. Take care not to drop your PalmPilot, or subject it to
`any strong impact. Do not carry the PalmPilot in your back
`pocket: if you sit on it, the glass may break.
`
`Protect PalmPilot from temperature extremes. Do not leave
`PalmPilot on the dashboard of a car on a hot day, and keep it
`away from heaters and other heat sources.
`
`n Do not store or use PalmPilot in any location that is extremely
`dusty, damp or wet.
`
`n
`
`If it becomes necessary to clean your PalmPilot, use a soft,
`damp cloth. If the surface of the PalmPilot screen becomes
`soiled, it may be cleaned with a soft cloth moistened with a
`diluted window-cleaning solution.
`
`Battery Life and Considerations
`Please note the following considerations when replacing the
`batteries in your PalmPilot:
`
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`n Under normal conditions, PalmPilot organizer’s batteries will
`provide several months of normal use. Battery life can be
`conserved by minimizing the use of the backlight feature, and
`changing the Auto-Off setting that automatically turns the
`PalmPilot off after a period of inactivity (refer to Chapter 2:
`Working with the PalmPilot™ Connected Organizer).
`
`n
`
`If the batteries become low in the course of normal use, an
`alert will appear on the PalmPilot screen, describing the low
`battery condition. If this alert appears, you should perform a
`HotSync™ synchronization to back up your data with a desktop
`computer before you replace the batteries. This will help
`prevent accidental data loss.
`
`Note: A complete explanation of how to use the HotSync
`feature appears in Chapter 10: HotSync™ Technology.
`
`n When replacing the batteries, begin by turning the PalmPilot
`off (so there is no screen display). Never remove the batteries
`while the PalmPilot is turned on.
`
`n When replacing the batteries, always use good quality
`batteries of the same type. Use only alkaline batteries with
`your PalmPilot.
`
`n When the batteries are removed, the built-in backup power of
`your PalmPilot will maintain memory data for a period of up
`to one minute. Whenever you remove the batteries, they
`should be replaced immediately. If you encounter any
`difficulties in the course of battery replacement, reinstall the
`original batteries and wait a few minutes for the backup power
`to recharge.
`
`n
`
`n
`
`If the batteries are drained to the point where your PalmPilot
`will not operate, it will safely store your data for about a
`month. In this case, there is enough residual energy in the
`batteries to store the data, but not enough to turn on the
`PalmPilot. If your PalmPilot will not turn on when you press
`the green power button, you should replace the batteries
`immediately.
`
`If you leave the drained batteries in your PalmPilot for an
`extended period of time, all of the stored data will be lost. If
`this happens, replace the batteries and use the reset button to
`
`Chapter 1: The PalmPilot™ Connected Organizer and its Controls
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`reset your PalmPilot. Refer to the section entitled “Resetting
`the PalmPilot™ Connected Organizer” in Chapter 12: Reference
`for information about how to use the reset button. After you
`reset the PalmPilot, perform a HotSync operation to restore
`the data from your PC.
`
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`

`Chapter 2
`
`Working with the PalmPilot™ Connected Organizer
`
`This chapter explains how to start your
`PalmPilot for the first time, how to make system
`and preferences settings, and common features
`that appear on PalmPilot organizer’s screen.
`
`Starting PalmPilot for the First Time
`
`To turn on your PalmPilot:
`1. Press the green power button located on the front panel of
`your PalmPilot, as shown in the following diagram:
`
`Power button
`
`Note: The power button acts as an on/off switch for the
`PalmPilot. Pressing the power button when the PalmPilot is
`running will turn the PalmPilot off.
`
`2. A digitizer alignment screen appears, as shown in the
`following diagram:
`
`Chapter 2: Working with the PalmPilot™ Connected Organizer
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`If necessary, adjust the contrast control located on the side of
`the PalmPilot, so this alignment screen is clear and readable.
`
`3. Remove the stylus from its storage silo on the side of the
`PalmPilot. With the tip of the stylus, tap the exact center of
`each target that appears on the screen.
`
`Tapping these three targets helps to align the internal circuitry
`of your PalmPilot with its touch-sensitive screen.
`
`4. When you have tapped each of the three digitizer alignment
`targets, the General Preferences screen appears, as shown in
`the following diagram:
`
`Warning: After you have completed the previous procedure, you
`must install the PalmPilot Desktop software on your desktop
`computer, and then perform a HotSync synchronization. This will
`ensure that the latest updates are transferred to your PalmPilot.
`Refer to Chapter 9: Installing PalmPilot™ Desktop Software and
`Chapter 10: HotSync™ Technology for these procedures.
`
`General Preferences
`The General Preferences screen is the first screen that appears
`after you have tapped the targets to align the digitizer of your
`PalmPilot.
`
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`Note: If the General Preferences screen does not currently appear
`on the screen of your PalmPilot, you may have pushed one of the
`application buttons on the front panel. You can restart the
`Preferences application at any time from the Application picker.
`Refer to the section entitled “PalmPilot Applications” that appears
`later in this chapter.
`
`Setting the Current Time
`The Set Time button of the General Preferences screen is used to
`set the current time for your PalmPilot.
`
`To set the current time:
`1. Tap the time. The Set Time dialog appears, as shown in the
`following diagram:
`
`Tap here
`
`Set Time dialog
`
`2.
`
`In the Set Time dialog, the hours setting is automatically
`highlighted (in black). Tap the up or down arrows to change
`the number for the hour.
`
`3. Tap the minutes numbers, and then tap the arrows to adjust
`the settings for the current time.
`
`4. Tap the AM or PM button as appropriate to correspond to the
`time of day.
`
`Note: PalmPilot is also capable of displaying time based on a
`24-hour clock. This setting is made with the Formats
`Preference, described in a following section.
`
`Chapter 2: Working with the PalmPilot™ Connected Organizer
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`5. Tap the OK button to close the Set Time dialog and return to
`the General Preferences screen.
`
`At this point, the time you selected appears in the Set Time area of
`the General Preferences screen.
`
`Setting the Current Date
`The Set Date button of the General Preferences is used to set the
`current date for your PalmPilot.
`
`To set the current date:
`1. Tap the date. The Set Date dialog appears.
`
`2.
`
`In the Set Date dialog, tap the arrows at the top to select the
`current year.
`
`Tap arrows to select year
`
`Tap to select month
`
`Tap to select date
`
`3. Below the year is a listing of months. Tap to select the current
`month.
`
`4. Finally, tap the current date. The Set Date dialog closes, and
`you are returned to the General Preferences screen.
`
`Auto Off Delay
`Your PalmPilot has an automatic shutoff feature that will turn off
`the power after a period of inactivity. If the backlight is activated,
`this automatic shutoff feature turns off the backlight as well as the
`PalmPilot. This feature helps conserve battery power in case you
`forget to turn off PalmPilot.
`
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`To set the auto off delay:
`1. Tap the “Auto-off after” setting.
`
`2. A pick list appears, offering three options: a 1, 2 or 3 minute
`delay for the automatic shutoff feature. Tap to select the
`setting you want to use. The default setting is 2 minutes.
`
`If you find that your PalmPilot shuts itself off before you have had
`time to review the information on the screen, you should increase
`the time setting of the automatic shutoff feature.
`
`System, Alarm and Game Sounds
`Your PalmPilot uses a variety of sounds. The System, Alarm and
`Game Sound settings enable you to turn PalmPilot’s sounds on or
`off.
`
`To set the system and alarm sounds:
`1. Tap the System Sound check box (so it’s checked) to activate
`system sounds. Tap the check box again to turn off the
`system sounds.
`
`Note: When the System Sounds are turned off, the “chime”
`tones associated with the HotSync operation are also turned off.
`
`2. Tap the Alarm Sound check box (so it’s checked) to activate
`the alarm sounds. Tap the check box again to turn off the
`alarm sounds.
`
`3. Tap the Game Sound check box (so it’s checked) to activate
`sounds that are used by some games installed on your
`PalmPilot.
`
`Note: The Game Sound setting only works with games that
`are programmed to respond to this setting. Older games
`typically will not respond to the Game Sound setting.
`
`Chapter 2: Working with the PalmPilot™ Connected Organizer
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`

`Format Preferences
`The Format Preferences screen is used to set the format of the
`dates, times, and numbers displayed by your PalmPilot.
`
`To activate the Format Preferences screen:
`1. Tap the text that appears in the upper-right corner of the
`Preferences screen. The pick list appears, as shown in the
`following diagram:
`
`Tap here
`
`Tap
`Formats
`
`2. Tap Formats in the pick list. The Formats Preferences screen
`appears, as shown in the following diagram:
`
`Country Default
`The country default sets date, time, and number conventions that
`are common for a variety of regions where you might use your
`PalmPilot. For example, in the United Kingdom, time often is
`expressed based on a 24-hour clock. In the United States it is
`based on a 12-hour clock with an AM or PM suffix.
`
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`To set the country default:
`1. Tap the country name. The pick list appears, as shown in the
`following diagram:
`
`Tap here
`
`Tap to select
`country
`
`2. The pick list offers a variety of country options. Tap to select
`the setting you want to use.
`
`Note: Selecting a country default will define the default settings for
`the Time, Date, Week start day, and the numbers formats used by
`all applications. You may further change these default settings for
`your own preferences, as described in the following sections.
`
`Time, Date, Week Start, and Numbers Formats
`The Time setting defines the format for the time of day. The time
`format that you select will be used for all applications on your
`PalmPilot.
`
`To select the Time, Date, Week Start, and
`Numbers format:
`1. Tap the Time selector, and its corresponding pick list appears.
`Tap to select the Time format that you want for your
`PalmPilot. When selected, an example of the current time
`appears under the Time format selector.
`
`2. Tap the Date selector, and its corresponding pick list appears.
`Tap to select the Date format that you want for your PalmPilot.
`
`Chapter 2: Working with the PalmPilot™ Connected Organizer
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`page 19
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`APPLE EXHIBIT 1014
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`When selected, an example of the current date appears under
`the Date format selector.
`
`3. Tap the Week starts selector, and its corresponding pick list
`appears. Tap to select whether you want the first day of the
`week to be either Sunday or Monday. This setting controls
`the Day, Week, and Month views in the Date Book application,
`and all other aspects of PalmPilot that display a calendar.
`
`4. Tap the Numbers selector, and its corresponding pick list
`appears. Tap to select the Numbers format that you want for
`your PalmPilot. When selected, an example of the Numbers
`format appears in the Numbers selector.
`
`Modem Preferences
`The Modem Preferences screen enables you to define the settings
`for a modem directly connected to the PalmPilot.
`
`To activate the Modem Preferences screen:
`1. Tap the text that appears in the upper-right corner of the
`Preferences screen. The Preferences pick list appears.
`
`2. Tap Modem in the pick list. The Modem Preferences screen
`a