Handbook
`for
`Palm™ m500 Series Handhelds
`
`APPLE 1027
`
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`
`

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`Page ii
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`Handbook for Palm™ m500 Series Handhelds
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`Copyright
`
`Copyright © 1998-2001 Palm, or its subsidiaries. All rights reserved. Graffiti, HotSync,
`PalmConnect, and Palm OS are registered trademarks, and the HotSync logo, Palm,
`PalmModem, and the Palm logo 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 with this product be-
`fore using the accompanying software program(s). Using any part of the software indi-
`cates that you accept the terms of the End User Software License Agreement.
`
`HotSync® Cradle and Adapters and
`Software Download Available
`
`The HotSync® cradle supplied with your handheld fits a USB connector. If you do not
`have a USB port available on your computer, you can order a 9-pin serial cradle and the
`following types of adapters: 25-pin serial adapter (for use with Windows computers),
`or a Macintosh serial adapter. To order a HotSync cradle or adapters, go to the web site:
`http://www.palm.com.
`
`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 can download the Palm Desktop software from
`http://www.palm.com.
`
`P/N: 406-2907-A-US
`
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`Contents
`
`About This Book:.............................................................1
`
`Chapter 1: Introduction to Your Handheld ......................3
`Getting to know your Palm m500 series handheld ..........................3
`What is a Palm m500 series handheld?...........................................3
`System requirements .........................................................................4
`Palm m500 series components ........................................................ 5
`Upgrading from another Palm OS handheld....................................9
`Preparing to use your handheld .........................................................9
`Connecting the HotSync cradle..................................................... 10
`Charging your handheld................................................................ 11
`Palm™ Desktop software .............................................................. 12
`Using your handheld with another PIM ..................................... 14
`Tapping and typing ............................................................................15
`Tap with the stylus to get things done......................................... 15
`Elements of the handheld interface .............................................. 16
`Opening applications ..................................................................... 17
`Using menus .................................................................................... 19
`Entering data.................................................................................... 21
`Customizing your handheld..............................................................25
`
`Chapter 2: Entering Data in Your Handheld ..................29
`Using Graffiti writing to enter data ..................................................29
`Writing Graffiti characters..............................................................29
`Graffiti tips .......................................................................................31
`The Graffiti® alphabet ....................................................................31
`Writing capital letters .....................................................................32
`Writing numbers .............................................................................33
`Graffiti numbers ..............................................................................33
`Writing punctuation marks ...........................................................34
`Additional Graffiti punctuation ....................................................34
`Writing symbols and extended characters ..................................35
`Writing accented characters ..........................................................35
`Accent strokes ..................................................................................36
`Additional non-English characters ...............................................36
`Navigation strokes ..........................................................................36
`Graffiti ShortCuts ............................................................................37
`Using the onscreen keyboard ............................................................37
`Using Note Pad....................................................................................38
`Using your computer keyboard ........................................................38
`Importing data .....................................................................................39
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`Importing data from a Windows computer ............................... 39
`Importing data from a Macintosh ................................................ 40
`
`Chapter 3: Managing Your Applications .......................43
`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
`Removing applications .................................................................. 50
`Removing Palm Desktop software ............................................... 51
`Security................................................................................................. 52
`Assigning a password .................................................................... 52
`Changing or deleting a password ................................................ 53
`Locking your handheld ................................................................. 54
`Recovering from a forgotten password ....................................... 56
`
`Chapter 4: Using Expansion Features............................59
`Inserting an expansion card .............................................................. 59
`Removing an expansion card............................................................ 60
`Opening expansion card applications ............................................. 60
`Switching between your handheld and an expansion card ......... 61
`Copying applications to an expansion card.................................... 61
`Deleting applications from an expansion card............................... 62
`Card Info .............................................................................................. 63
`Reviewing card information ......................................................... 63
`Renaming a card ............................................................................. 64
`Formatting a card ........................................................................... 64
`Card Info menus ............................................................................. 64
`
`Chapter 5: Using Your Basic Applications ....................67
`Overview of basic applications......................................................... 67
`Date Book ......................................................................................... 67
`Address Book .................................................................................. 68
`To Do List ......................................................................................... 69
`Note Pad ........................................................................................... 70
`Memo Pad ........................................................................................ 71
`Calculator ......................................................................................... 71
`Expense ............................................................................................ 72
`Clock ................................................................................................. 72
`Common tasks..................................................................................... 73
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`Creating records ..............................................................................73
`Editing records ................................................................................73
`Deleting records ..............................................................................75
`Purging records ...............................................................................76
`Exchanging and updating data: HotSync operations ................77
`Categorizing records ......................................................................82
`Finding information ........................................................................86
`Sorting lists of records ....................................................................90
`Making records private ..................................................................92
`Attaching notes ................................................................................94
`Choosing fonts .................................................................................95
`Reviewing Reminders ....................................................................96
`Application-specific tasks ..................................................................97
`Date Book .........................................................................................97
`Address Book .................................................................................111
`To Do List .......................................................................................117
`Note Pad .........................................................................................122
`Memo Pad ......................................................................................125
`Calculator .......................................................................................128
`Clock ...............................................................................................130
`Expense ...........................................................................................132
`
`Chapter 6: Communicating Using Your Handheld.......143
`Managing desktop E-Mail away from your desk.........................143
`Setting up Mail on the desktop ...................................................144
`Synchronizing Mail with your E-Mail application ..................146
`Opening the Mail application on your handheld .....................146
`Viewing e-mail items ....................................................................146
`Creating e-mail items ....................................................................147
`Looking up an address .................................................................150
`Adding details to e-mail items ....................................................151
`Storing e-mail to be sent later ......................................................154
`Editing unsent e-mail ...................................................................154
`Draft e-mail ....................................................................................155
`Filing e-mail ...................................................................................156
`Deleting e-mail ..............................................................................157
`Removing e-mail from the Deleted folder .................................157
`Purging deleted e-mail .................................................................157
`Message list options ......................................................................158
`HotSync options ............................................................................159
`Creating special filters ..................................................................161
`Truncating e-mail items ...............................................................165
`Mail menus .....................................................................................166
`Beaming information ........................................................................167
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`Chapter 7: Advanced HotSync® Operations ...............171
`Selecting HotSync setup options .................................................... 171
`Customizing HotSync application settings................................... 178
`IR HotSync operations ..................................................................... 181
`Preparing your computer for infrared communication .......... 181
`Configuring HotSync Manager for infrared communication 182
`Performing an IR HotSync operation ........................................ 184
`Returning to cradle HotSync operations ................................... 185
`Conducting a HotSync operation via modem .............................. 186
`Preparing your computer ............................................................ 186
`Preparing your handheld ............................................................ 189
`Selecting the conduits for a modem HotSync operation ........ 190
`Performing a HotSync operation via a modem ........................ 191
`Conducting a HotSync operation via a network.......................... 192
`Connecting to your company’s dial-in server .......................... 192
`Performing a network HotSync operation ................................ 195
`Using File Link .................................................................................. 195
`Creating a user profile...................................................................... 196
`
`Chapter 8: Setting Preferences for Your Handheld.....199
`Viewing preferences ......................................................................... 200
`Buttons preferences .......................................................................... 200
`Pen preferences ............................................................................. 201
`HotSync buttons preferences ...................................................... 202
`Digitizer preferences ........................................................................ 203
`Formats preferences ......................................................................... 203
`Country default ............................................................................. 203
`Time, date, week start, and numbers formats .......................... 204
`General preferences .......................................................................... 204
`Auto-off delay ............................................................................... 204
`Cradle settings ............................................................................... 204
`System, alarm, and game sounds ............................................... 205
`Alarm Vibrate and LED settings ................................................ 205
`Beam Receive ................................................................................. 206
`Date and Time preferences.............................................................. 206
`Connection preferences.................................................................... 206
`Editing connections ...................................................................... 207
`Network preferences and TCP/IP software ................................. 209
`Selecting a service ......................................................................... 209
`Entering a user name ................................................................... 210
`Entering a password .................................................................... 210
`Selecting a connection .................................................................. 211
`Adding telephone settings .......................................................... 212
`Connecting to your service .......................................................... 214
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`Creating additional service templates .......................................215
`Adding detailed information to a service template .................215
`Login scripts ...................................................................................218
`Creating a login script on your handheld .................................219
`Plug-in applications ......................................................................221
`Deleting a service template ..........................................................221
`Network preferences menu commands .....................................221
`TCP/IP troubleshooting ...............................................................222
`Owner preferences ............................................................................223
`ShortCuts preferences.......................................................................223
`Creating a ShortCut ......................................................................224
`Editing a ShortCut ........................................................................225
`Deleting a ShortCut ......................................................................225
`
`Appendix A: Maintaining Your Handheld ....................227
`Caring for your handheld ................................................................227
`Battery considerations ......................................................................228
`Resetting your handheld..................................................................229
`Performing a soft reset .................................................................229
`Performing a hard reset ................................................................230
`
`Appendix B: Frequently Asked Questions ...................233
`Software installation problems........................................................234
`Operating problems ..........................................................................235
`Tapping and writing problems .......................................................237
`Application problems .......................................................................238
`HotSync problems.............................................................................239
`Beaming problems.............................................................................246
`Recharging problems........................................................................247
`Password problems...........................................................................247
`Technical support..............................................................................248
`
`Appendix C: Creating a Custom Expense Report ........249
`About mapping tables ......................................................................249
`Customizing existing sample templates ........................................250
`Determining the layout of the Expense Report.............................251
`Labels ..............................................................................................251
`Sections ...........................................................................................251
`Analyzing your custom Expense Report .......................................252
`Programming the mapping table....................................................253
`Using applications other than Microsoft Excel .............................257
`Expense file details............................................................................258
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`Appendix D: Non-ASCII Characters for Login Scripts .259
`Use of ^char ....................................................................................... 259
`Carriage return and line feed .......................................................... 259
`Literal characters............................................................................... 259
`
`Product Regulatory Information .................................261
`FCC Statement................................................................................... 261
`Canadian ICES-003 Statement ........................................................ 262
`CE Compliance Statement ........................................................... 262
`Battery Warning ............................................................................ 262
`
`Index............................................................................265
`
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`About This Book
`
`Welcome to the Palm™ m500 series 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 your handheld and
`the applications that come with it.
`
`It walks you through:
`■ Locating all the parts of your handheld
`■ Viewing and entering data
`■ Working with expansion cards
`■ 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.
`
`About This Book
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`Page 2
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`About This Book
`About This Book
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`Chapter 1
`Introduction to Your
`Handheld
`
`This chapter explains the physical buttons and controls on your
`Palm™ m500 series handheld, how to use your handheld for the first
`time, how to add expansion cards to your handheld, and how to use
`HotSync® technology to synchronize your handheld and Palm™
`Desktop software.
`
`Getting to know your Palm m500 series
`handheld
`What is a Palm m500 series handheld?
`Palm™ m500 series handhelds will help you stay organized and on
`time, and keep up with daily tasks while you are away from your
`desk. Use your new handheld to do the following:
`■ Enter your schedule in Date Book
`■ Keep all your contact names, addresses, and phone numbers in
`Address Book
`■ Prioritize and assign your tasks a due date in To Do List
`■ Jot quick notes directly on the screen in Note Pad
`■ Set alarms from Clock, Date Book, and Note Pad, to keep yourself
`on schedule and remind yourself of appointments and notes
`■ Set preferences for how you receive alarms, by hearing a sound,
`seeing an LED blink, or feeling your handheld vibrate
`■ View, edit, and compose email on the run
`■ Track expenses for your expense report
`■ Synchronize your data with Palm™ Desktop software on your
`Windows or Macintosh computer so you always have a copy
`■ Insert MultiMedia Card (MMC) or Secure Digital (SD) cards to add
`additional software or memory, or to back up your data
`■ Attach and use peripheral hardware devices, such as a modem
`■ Beam information to another Palm OS® handheld that is close by
`and has an IR (infrared) port
`
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`System requirements
`To install and operate Palm Desktop software, your computer system
`must meet the following requirements:
`Minimum requirements: Windows
`■ IBM-compatible Pentium-class computer
`■ Windows 98/Me/2000 (Windows 95/NT operating systems
`require a serial cradle, sold separately)
`■ 16 MB RAM (64 MB recommended with Windows 2000)
`■ 30 MB available hard disk space
`■ VGA monitor or better (the Quick Tour requires 256-color video
`display; for best results, use High Color:16 bit)
`■ CD-ROM drive (you can also download the Palm Desktop
`software from http://www.palm.com)
`■ Mouse
`■ One USB port or available serial port (serial cradle sold separately)
`Minimum requirements: Macintosh
`■ Apple Macintosh or compatible with a Power PC processor
`■ Mac OS 8.6 to 9 for USB support (OS 7.5.3 or later for serial
`support)
`■ One USB port or available serial port (serial cradle and adapters
`sold separately)
`■ 25 MB available hard disk space
`■ 6 MB free RAM
`Optional equipment
`■ Modem (such as an add-on modem accessory)
`■ Printer (compatible with your computer and its operating system)
`■ Infrared communication device
`■ Secure Digital (SD) or MultiMedia Card (MMC) expansion cards
`(sold separately)
`■ HotSync Cable, which enables you to perform HotSync operations
`without your cradle (sold separately, available with either a USB or
`serial connector)
`
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`Palm m500 series components
`Locating front panel controls
`
`IR port
`
`Power button/
`Backlight control/
`LED indicator
`
`Screen
`
`Graffiti writing area
`
`Scroll buttons
`
`Application buttons
`
`IR port
`
`Power
`button/
`Backlight
`control/
`LED
`indicator
`
`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.
`
`Turns your handheld on or off and controls the
`backlight feature. If your handheld is turned off,
`pressing the power button turns the handheld on and
`returns you to the last screen you viewed.
`If your handheld is turned on, pressing the power
`button turns the unit off. Pressing the power button
`for about two seconds turns the backlight on or off.
`The power button also lights steadily when the
`handheld is charging in the cradle and blinks to
`indicate alarms. Some applications enable you to set
`alarms to remind yourself of events or notes. You can
`set preferences for non-audible alarm notification.
`See “General preferences” in Chapter 8 for details.
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`Handheld
`screen
`
`Graffiti®
`writing
`area
`
`Scroll
`buttons
`
`Application
`buttons
`
`Displays the applications and information stored in
`your handheld. It is touch-sensitive and responds to
`the stylus.
`
`The area where you write letters and numbers using
`the Graffiti® alphabet. See Chapter 2 to learn how to
`write Graffiti characters.
`
`Displays text and other information that extends
`beyond the area of the handheld screen. Pressing the
`lower scroll button scrolls down to view information
`below the viewing area, and pressing the upper scroll
`button scrolls up to view the information above the
`viewing area.
`
`Activates the individual handheld applications that
`correspond to the icons on the buttons: Date Book,
`Address Book, To Do List, and Note Pad. See
`“Buttons preferences” in Chapter 8 for details on
`reassigning these buttons to activate any application
`on your handheld.
`If your handheld is turned off, pressing any
`Tip:
`application button activates the handheld and
`opens the corresponding application.
`
`Using the backlight
`If lighting conditions make it difficult for you to see the information
`on your handheld, you can use the backlight to illuminate your screen.
`
`To activate the backlight:
`■ Press the power button and hold it down for about two seconds.
`Release the button when the backlight turns on.
`Tip:
`In addition, you can assign the full-screen pen stroke to
`activate the backlight. See “Pen preferences” in Chapter 8 for
`details.
`
`To turn off the backlight:
`■ Press and hold the power button for about two seconds. The
`backlight also turns off automatically (after a period of inactivity)
`with the Auto-off feature. See “Auto-off delay” in Chapter 8 for
`more information.
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`Using the onscreen contrast control
`Some Palm m500 series handhelds allow you to further adjust your
`display by changing the amount of contrast on the screen.
`
`To adjust the contrast:
`
` in the upper-right corner of the Graffiti
`
`1. Tap the Contrast icon
`writing area.
`2. Do one of the following:
`To change the contrast in small increments, tap to the left or
`right of the slider.
`To change the contrast in larger increments, drag the slider to
`the left or right.
`
`Tip:
`
`You can also use the up and down scroll buttons on the
`front of your handheld to adjust the contrast setting.
`3. Tap Done.
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`Locating back panel components
`
`Reset
`button
`
`Expansion
`card slot
`
`Side channel
`for stylus
`
`Side
`channel
`for cover
`
`Universal
`connector
`
`Side channels The right side channel holds the stylus, which
`slides in and out and clicks into place. To use the
`stylus, remove it and hold it as you would a pen
`or pencil. The left side channel holds the front
`cover, which also slides in and out.
`
`Expansion
`card slot
`
`Reset button
`
`Accepts Secure Digital (SD) or MultiMedia Card
`(MMC) expansion cards, enabling you to add
`more memory or applications. You can also back
`up data to an expansion card.
`
`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.
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`Universal
`connector
`
`Connects your handheld to the cradle, which in
`turn connects to the back of your computer and
`through the AC adapter to the wall current. This
`allows you to recharge your handheld as well as
`update the information between your handheld
`and computer using HotSync technology.
`The universal connector also connects peripheral
`hardware devices, such as a modem, to your
`handheld.
`
`Upgrading from another Palm OS
`handheld
`If you already own a Palm OS handheld, you must install the version
`of Palm Desktop software that comes with your new handheld. To
`upgrade quickly and easily, perform the tasks described in the
`following sections. Some tasks are specifically for upgrading.
`
`Preparing to use your handheld
`Before you begin using your handheld and Palm Desktop software,
`you must complete a few easy installation tasks.
`
`■
`
`To use your handheld and Palm Desktop software, complete the
`following:
`(If upgrading) Perform a HotSync operation using your old
`handheld and cradle. This ensures all data on your handheld is on
`your desktop computer.
`■ Connect the HotSync cradle that comes with your Palm m500
`series handheld to your computer. See “Connecting the HotSync
`cradle” later in this chapter for details.
`■ Charge the battery in your new handheld. See “Charging your
`handheld” later in this chapter for details.
`■ (If upgrading) You may want to create a copy of your old Palm
`Desktop software folder and its contents before installing your
`new Palm Desktop software. If you do this, rename the copied
`folder (for example, Palm Old), and store it outside the Palm
`Desktop software folder. This step is optional.
`■ Install the Palm Desktop software that comes with your Palm m500
`series handheld. See “Installing Palm Desktop software” later in
`this chapter for details.
`■ Perform a HotSync operation. See “Exchanging and updating data:
`
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`HotSync operations” in Chapter 5 “for details, or refer to Getting
`Started with Palm™ m500 Series Handhelds.
`■ (If upgrading) Rename your old handheld. To prevent unexpected
`results during HotSync operations, each handheld must have a
`unique name. We recommend that you perform a hard reset on
`your old handheld. See “Performing a hard reset” in Appendix A
`for details.
`Connecting the HotSync cradle
`Important: The HotSync cradle supplied with your handheld fits a
`USB connector. If your computer does not have a USB
`port, or if you are using Windows 95, Windows NT, or an
`older Macintosh, you can order a serial cradle and a 25-
`pin serial adapter, if necessary, from http://
`www.palm.com. Follow the documentation that
`accompanies the serial cradle before attempting to
`complete the installation tasks.
`
`1. Shut down and turn off your computer.
`2. Plug the USB connector into a USB port on your computer.
`3. Connect the power cord that attaches to the back of the cradle’s
`USB port connector to the AC adapter cord.
`
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`4. Plug the AC adapter into any AC current outlet.
`
`Chargi