TungstenT3 Handbook

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Handbook for the PalmTM

TM
Tungsten T3 Handheld
Copyright
© 1998–2003 Palm, Inc. All rights reserved. Graffiti, HotSync, MultiMail, PalmModem, the Palm logo, and
Palm OS are registered trademarks of Palm, Inc. Palm, Palm Powered, Tungsten, and VersaMail are
trademarks of Palm, Inc. Palm, Inc. uses the Bluetooth and MPEG Layer-3 audio decoding technology
trademarks under express license from their respective owners.

Disclaimer and Limitation of Liability


Palm, Inc. assumes no responsibility for any damage or loss resulting from the use of this handbook.
Palm assumes no responsibility for any loss or claims by third parties which may arise through the use of
this software. Palm, Inc. assumes 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 before using the
accompanying software program(s). Using any part of the software indicates that you accept the terms of the
End User Software License Agreement.

PN: 407-5752A-US
Contents

Chapter 1: Setting Up Your Palm™ Tungsten™ T3 Handheld . . . . . . . . . . . 1


System requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
Minimum requirements: Windows computers . . . . . . . . . . . . . . . . . . . . . . . . 1
Minimum requirements: Mac computers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Internet access requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Upgrade information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
Step 1: Connect the HotSync® cradle to the computer . . . . . . . . . . . . . . . . . . . . . 3
Step 2: Charge your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3
Step 3: Set up your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Step 4: Run Palm Setup Wizard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Congratulations! . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
Additional software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
Performing a daily HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

Chapter 2: Exploring Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7


Opening and closing your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Locating front panel controls . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Locating top and side panel components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Locating back panel components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Using the protective cover . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Adding an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 12
Elements of the handheld interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13
Displaying online tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Using the navigator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Using the status bar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Changing system information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
Using Bluetooth and connecting to the network from the status bar . . . . 18
Rotating the screen . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19

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Chapter 3: Entering Data on Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . 21


Using the onscreen keyboards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Using Graffiti® 2 writing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Writing in Graffiti 2 input areas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Using Full-screen Writing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 23
Graffiti 2 character set . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Graffiti 2 ShortCuts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Beaming data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Sending data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
Sending data using Bluetooth™ communication . . . . . . . . . . . . . . . . . . . . . 32
Sending data using e-mail or SMS communication . . . . . . . . . . . . . . . . . . . 32
Using your computer keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 32
Importing data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Importing data from a Windows computer . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Importing data from a Mac computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Using a portable keyboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

Chapter 4: Working with Applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37


Opening applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Opening expansion card applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Switching between applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 38
Categorizing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Copying applications to or from an expansion card . . . . . . . . . . . . . . . . . . . . . 39
Selecting copy settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Using menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
Graffiti 2 menu commands . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 42
Performing common tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Creating records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Editing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43
Deleting records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Purging records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 44
Categorizing records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 45
Finding information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 47
Sorting lists of records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Attaching notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 51
Choosing fonts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52
Receiving alerts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
Hiding or masking private records . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54

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Installing and removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54


Installing files and add-on applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 54
Installing applications and files on a Windows computer . . . . . . . . . . . . . 55
Palm Quick Install tips . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
Installing applications and files on a Mac computer . . . . . . . . . . . . . . . . . . 59
Removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 60
Removing Palm™ Desktop software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 61

Chapter 5: Using Calendar . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63


Working in Agenda View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Setting Agenda View display options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
Working in Day View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Setting Day View display options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
Scheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 66
Scheduling repeating or continuous events . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Setting an alarm for an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Setting an event location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Rescheduling an event . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Using categories . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
Working in Week View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
Working in Month View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
Setting Month View display options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 74
Working in Year View . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Spotting event conflicts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 75
Beaming events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Viewing birthday events . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76
Using Calendar menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77
Option menu/Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 77

Chapter 6: Using Card Info . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79


Reviewing Card Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Renaming a card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 79
Formatting a card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Managing expansion cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Using Card Info help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81

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Chapter 7: Using Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83


Creating a contact . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Displaying additional contact fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Selecting field types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 86
Changing Contact details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Creating a business card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Making connections from Contacts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Using Contacts menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91

Chapter 8: Using Palm™ Dialer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93


Configuring phone preferences and connecting to your mobile phone . . . . . 93
Dialing a number . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Redialing the most recently dialed number . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94
Using speed dial . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Dialing a number from the Call History list . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96

Chapter 9: Using Expense . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97


Adding expense items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Changing the date of an Expense item . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Entering receipt details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Customizing the Currency pick list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 99
Changing the default currency . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Defining a custom currency symbol . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 100
Setting Show Options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 101
Working with Expense data on your computer . . . . . . . . . . . . . . . . . . . . . . . . 101
Setting the automatic fill preference . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 102

Chapter 10: Using Memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103


Creating memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103
Reviewing memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Using Memos menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Record menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104
Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 104

Chapter 11: Using Note Pad . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105


Creating a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 105
Reviewing notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Changing Note Pad color settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 106
Setting an alarm for a note . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Using Note Pad menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

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Record menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108


Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 108

Chapter 12: Using Phone Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 109


What can you do with a phone connection? . . . . . . . . . . . . . . . . . . . . . . . . . . . 109
Setting up a phone connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 110
Configuring network service settings for your phone . . . . . . . . . . . . . . . . 113
Updating the phone files on your handheld . . . . . . . . . . . . . . . . . . . . . . . . 115
Using phone connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 116

Chapter 13: Using Palm™ Photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119


Viewing photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Viewing photos in Thumbnail view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Viewing photos in List view . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 120
Viewing a slide show . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 122
Rotating photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Viewing photo information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 123
Creating an album . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Filing photos in albums . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Copying photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 125
Renaming or deleting an album . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Beaming photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 126
Deleting photos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Working with photos on your computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 127
Using Palm Photos menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128
Options menu . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 128

Chapter 14: Using SMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 129


Configuring phone preferences and connecting to your mobile phone . . . . 129
Using the navigator in SMS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Creating messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 130
Sending and receiving messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Viewing messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 132
Working with draft messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
Adding a signature to a message . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 134
Sending data from another application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Setting SMS Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 135
Using SMS menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 138

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Chapter 15: Using Tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139


Creating tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
Setting priority . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Checking off a task . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 140
Changing task details . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Setting a due date . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 141
Setting an alarm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Scheduling repeating tasks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 142
Display options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Using the display filters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 144
Setting Tasks Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 145

Chapter 16: Using Palm™ VersaMail™ Personal E-mail Software . . . . . 147


VersaMail™ application features . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 147
Getting started with the VersaMail application . . . . . . . . . . . . . . . . . . . . . . . . 147
Synchronizing an existing username . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Upgrading a MultiMail/VersaMail database . . . . . . . . . . . . . . . . . . . . . . . 148
Setting up and managing e-mail accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 148
Account and connection types . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Network e-mail account prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 149
Creating an e-mail account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 152
Editing e-mail accounts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Deleting an e-mail account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 160
Selecting a different service for a given e-mail account . . . . . . . . . . . . . . . 161
Adding ESMTP to an account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 163
Troubleshooting account access problems . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Getting, sending, and managing e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Getting e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 164
Auto get mail with notification . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 167
Reading e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 175
Creating and editing mail folders . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185
Creating and sending new e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 186
Working with URLs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197
Working with attachments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 198
Deleting messages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 208
Emptying the trash . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 210
Marking messages as read or unread . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 211
Setting preferences for getting and deleting e-mail . . . . . . . . . . . . . . . . . . 213
Adding or updating a Contacts record directly from a message . . . . . . . 214

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Synchronizing e-mail between the handheld and the desktop . . . . . . . . . . . 215


Configuring account settings in HotSync Manager . . . . . . . . . . . . . . . . . . 215
Setting synchronization options and account settings . . . . . . . . . . . . . . . . 216
Synchronizing an account . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226
Using SSL with the conduit . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 228

Chapter 17: Using Voice Memo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 229


Creating a voice memo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 230
Pausing and resuming a voice memo recording . . . . . . . . . . . . . . . . . . . . . 230
Storing voice memos on an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . 232
Listening to voice memos . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 232
Setting an alarm for a voice memo . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234
Using Voice Memo menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234
V Memo menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 234
Options menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 235

Chapter 18: Using Palm™ Web Pro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 237


What Web Pro looks like . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238
Getting help in Web Pro . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 238
Disconnecting from and connecting to the Internet . . . . . . . . . . . . . . . . . . . . . 238
Browsing the web on your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239
Visiting a web page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 239
Viewing different parts of a web page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 240
Following a link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
Returning to a web page you just visited . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
Returning to your home page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 241
Downloading files and pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Downloading a file to your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 242
Saving a page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 243
Viewing and editing a saved page on the handheld . . . . . . . . . . . . . . . . . 243
Viewing files on an expansion card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 244
Viewing a file from another application . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
Refreshing a page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
Viewing information about a web page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
Using passwords . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 245
Copying and pasting text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246

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Communicating with other users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 246


Sending e-mail . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
Beaming a URL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
E-mailing a URL . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 247
Bookmarking your favorite pages . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248
Adding a bookmark . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248
Visiting a bookmarked page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 248
Editing information about a bookmark . . . . . . . . . . . . . . . . . . . . . . . . . . . . 249
Deleting a bookmark . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250
Finding web pages you recently visited . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250
Returning to a page you visited . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 250
Viewing a cached page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251
Clearing the History list . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251
Changing page characteristics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251
Changing the default size of text . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 251
Changing display views . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252
Changing link colors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 252
Changing how images are downloaded . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253
Changing your start and home page . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 253
Enabling or disabling autofill . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 254
Enabling or disabling cookies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255
Enabling or disabling JavaScript . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 255
Changing the size and content of the cache . . . . . . . . . . . . . . . . . . . . . . . . . . . 256
Controlling how Web Pro accesses the Internet . . . . . . . . . . . . . . . . . . . . . . . . 257
Changing Network Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258
Changing the proxy server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 258

Chapter 19: Using World Clock . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261


Viewing the time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 261
Setting the primary location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 262
Choosing a different primary location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
Setting the secondary locations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
Adding a location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 264
Modifying a location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266
Removing a location . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 266
Setting an alarm . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267
Using World Clock menus . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 267

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Chapter 20: Performing HotSync® Operations . . . . . . . . . . . . . . . . . . . . . 269


Selecting HotSync setup options . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 269
Customizing HotSync application settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272
Conducting cradle/cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . 274
Performing a cradle/cable HotSync operation: Windows computers . . . 274
Performing a direct HotSync operation: Mac computers . . . . . . . . . . . . . 276
Conducting IR HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 278
Preparing your computer for infrared communication . . . . . . . . . . . . . . . 278
Performing an IR HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 280
Returning to cradle/cable HotSync operations . . . . . . . . . . . . . . . . . . . . . . 281
Conducting modem HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 282
Preparing your computer for a modem HotSync operation . . . . . . . . . . . 282
Preparing your handheld for a modem HotSync operation . . . . . . . . . . . 284
Selecting the conduits for a modem HotSync operation . . . . . . . . . . . . . . 286
Performing a modem HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . 287
Conducting Bluetooth HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . 287
Preparing your computer for a Bluetooth HotSync operation . . . . . . . . . 287
Preparing your handheld for a Bluetooth HotSync operation . . . . . . . . . 289
Performing a Bluetooth HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . 289
Conducting network HotSync operations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 290
Connecting to your company’s dial-in server . . . . . . . . . . . . . . . . . . . . . . . 290
Performing a network HotSync operation . . . . . . . . . . . . . . . . . . . . . . . . . . 293
Using File Link . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293
Creating a user profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 293
Performing the first HotSync operation with a user profile . . . . . . . . . . . 295

Chapter 21: Setting Preferences for Your Handheld . . . . . . . . . . . . . . . . . 297


Accessing Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298
Bluetooth Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 298
Turning Bluetooth communication on and off . . . . . . . . . . . . . . . . . . . . . . 299
Assigning a Bluetooth device name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 299
Setting device discovery . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 300
Allowing Wakeup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 301
Adding trusted devices . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 303
Enabling/disabling the user cache . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Making Bluetooth connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 305
Buttons Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
HotSync Buttons Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 306
Pen Button Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 307

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Color Theme Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308


Connection Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 308
Editing connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 309
Creating Bluetooth connections . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 311
Date & Time Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 314
Digitizer Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316
Formats Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 316
Graffiti 2 Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 317
Handedness Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
Keylock Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 318
Network Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 319
Creating and selecting network service profiles . . . . . . . . . . . . . . . . . . . . . 320
Entering a user name . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321
Entering a password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 321
Selecting a connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322
Adding telephone settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 322
Entering a prefix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 323
Disabling Call Waiting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324
Using a calling card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 324
Connecting to your service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 325
LAN access points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 326
Accessing the Internet with a Bluetooth phone or LAN access point . . . 326
Adding detailed information to a network service profile . . . . . . . . . . . . 329
Defining primary and secondary DNS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330
Defining the IP address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 330
Adding a Login script . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 331
Deleting a network service profile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 333
TCP/IP troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334
Owner Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 334
Phone Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 335
Power Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336
Auto-off after . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 336
Stay on in Cradle . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337
Beam Receive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 337
Power on when opened and Power off when closed . . . . . . . . . . . . . . . . . 337
Security Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 338
ShortCuts Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344
Creating a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 344
Editing or delete a ShortCut . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 345

xii
Contents

Sounds & Alerts Preferences . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 346


System Sound, Game Sound, and Alarm Sound settings . . . . . . . . . . . . . 346
Alarm LED and Alarm Vibrate settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . 347

Appendix A: Maintaining Your Handheld . . . . . . . . . . . . . . . . . . . . . . . . . 349


Caring for your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 349
Prolonging battery life . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350
Resetting your handheld . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 350
Performing a soft reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351
Performing a hard reset . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 351

Appendix B: Frequently Asked Questions . . . . . . . . . . . . . . . . . . . . . . . . . 355


Software installation problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 356
Operating problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 357
Tapping and writing problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
Application problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 359
HotSync problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 361
Beaming and sending problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367
Phone connection problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 367
VersaMail™ e-mail software problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 369
Recharging problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
Password problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 370
Problems with incompatible applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 371
Finding a third-party application that is causing a problem . . . . . . . . . . . 371
Technical support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 373

Product Regulatory Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 375

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 379

xiii
Contents

xiv
CHAPTER 1

Setting Up Your Palm™ Tungsten™ T3 Handheld

Your new Palm™ Tungsten™ T3 handheld enables you to stay organized and on
time by keeping your appointments, contact information, and tasks in one place.
You can easily capture your thoughts with the voice recorder and view digital
pictures.

System requirements
To install and operate Palm™ Desktop software, your computer system must meet
the requirements described in this section.

Minimum requirements: Windows computers


The minimum requirements for Windows computers are as follows:
■ Pentium-class computer
■ One of the following operating systems:
– Windows NT 4.0 Workstation and SP6 or later (requires a serial
cradle/cable—sold separately—and administrator rights to install Palm
Desktop software)
– Windows 98
– Windows ME
– Windows 2000 Pro (requires administrator rights to install Palm Desktop
software)
– Windows XP Home or Pro (requires administrator rights to install
Palm Desktop software)
■ Internet Explorer 4.01 with SP2 or later
■ 50 megabytes (MB) available hard disk space
■ VGA monitor or better (Palm Desktop software Quick Tour requires 256-color
video display; 16 Bit or High Color, and 800 x 600 resolution recommended)
■ CD-ROM or DVD-ROM drive
■ Mouse
■ One available USB port or serial port (serial cradle/cable sold separately)

1
Chapter 1 Setting Up Your Palm™ Tungsten™ T3 Handheld

Minimum requirements: Mac computers


The minimum requirements for Mac computers are as follows:
■ Mac computer with a PowerPC processor
■ Mac OS 9, version 9.1 or later or Mac OS X, version 10.1.2 through 10.2.6
■ 25MB available hard disk space
■ Monitor that supports screen resolution of 800 x 600 or better
■ CD-ROM or DVD-ROM drive
■ Mouse
■ One available USB port or serial port (serial cradle/cable sold separately and
compatible with Mac OS 9 only)

Internet access requirements


The requirements for Internet access are as follows:
■ Any one of the following:
– A Bluetooth mobile phone
– An IR-enabled mobile phone
– A mobile phone with a cable that connects to your handheld
– A modem accessory for your handheld
– A Bluetooth network connection with Internet access
■ An account with an ISP, or Internet service provided by your company

NOTE A data connection service may also be required by some mobile phone
network providers.

Upgrade information
If you already own a Palm OS® handheld, go to the web site www.palm.com/
support/tungstenT3 for upgrade instructions.

2
Step 1: Connect the HotSync® cradle to the computer

Step 1: Connect the HotSync ® cradle to the computer

IMPORTANT Windows NT users cannot use a USB cradle/cable and port. You must
use a cradle with a serial port connection (sold separately).

a. Locate the USB icon and ports on your computer.


b. Plug the USB connector into a USB port on your computer.
c. Connect the adapter cable to the back of the cradle.

NOTE Your adapter may connect to the back of the USB connector, not to the
cradle itself.

d. Plug the adapter into a working electric outlet.

USB icon

USB port

USB connector

Step 2: Charge your handheld


a. Place your handheld in the cradle for at least two hours for an initial charge.
Your handheld’s indicator light glows steady green when it is charging.
b. After it is charged, remove the handheld from the cradle by gently tilting it
forward and then lifting it from the cradle.
Once your handheld is set up and in daily use it requires 15 to 30 minutes of charge
time per day, depending on usage.

3
Chapter 1 Setting Up Your Palm™ Tungsten™ T3 Handheld

Step 4: Run Palm Setup Wizard


a. Insert the Software Installation CD-ROM into your computer’s CD-ROM drive.
b. Follow the onscreen instructions, which guide you through installing Palm
Desktop software, performing your first HotSync® operation, and registering
your handheld.

NOTE You need administrator rights to install Palm Desktop software on some
operating systems.

Congratulations!
You’ve set up your handheld, installed Palm Desktop software, performed your
first HotSync operation, and registered your handheld.
For more information about using Palm Desktop software, see the following:
■ The online help for Palm Desktop software. To access the online help, go to the
Help menu in Palm Desktop software.
■ Mac: The electronic Palm Desktop Software for the Macintosh User’s Guide. To
access this guide, open the Palm folder, and then open the Documentation
folder. Double-click the file Palm Desktop.pdf. (Adobe Reader must be installed
to view the .pdf file.)

Additional software
For details on using the multimedia applications included on your handheld and
the Software Installation CD-ROM, go to www.palm.com/support/tungstenT3 and
click the link for Photos, Music & Videos Guide.
The Software Installation CD-ROM that came with your handheld includes
software that lets you add a variety of functionality. Some applications require
additional accessories or services sold separately. Also, you may need to download
software from the Internet while installing some applications from the CD-ROM.
See the individual software application documentation for information.

4
Congratulations!

Performing a daily HotSync operation


Performing a daily HotSync operation keeps your information current and
protects your data.

Place your handheld in the cradle and


press the HotSync button.
Tip: You can also perform a HotSync
operation using Bluetooth
communication. For more information,
see “Performing a Bluetooth HotSync
operation” in Chapter 20.
If you encounter a problem during a
HotSync operation, see “HotSync
problems” in Appendix B.

5
Chapter 1 Setting Up Your Palm™ Tungsten™ T3 Handheld

6
CHAPTER 2

Exploring Your Handheld

Your Palm™ Tungsten™ T3 handheld can help you stay organized, on time, and
in communication while you are away from your desk.

Opening and closing your handheld


When your handheld is open, you can access additional controls on the front and
back panels. You can use your handheld in either the open or closed position.

Slide the bottom portion of your handheld


away from the screen.

7
Chapter 2 Exploring Your Handheld

Locating front panel controls


Speaker

Screen

Navigator
Input area

Calendar Contacts Tasks Note Pad

Application buttons

Navigator Select and display records on your handheld screen. See


“Using the navigator” later in this chapter for additional
information, and look for tips throughout this handbook.

Application buttons Activate the individual handheld applications that


correspond to the icons on the buttons: Calendar, Contacts,
Tasks, and Note Pad. See “Buttons Preferences” in
Chapter 21 for details on reassigning these buttons to
activate any application on your handheld.

Input area Customize this area to display onscreen keyboards or an


active writing area where you write letters and numbers
using Graffiti® 2.

Speaker Listen to alarms, voice memos, music, and game sounds on


your handheld.

Screen Display the applications and information stored in your


handheld.

8
Locating top and side panel components

Locating top and side panel components


Expansion
card slot Stylus

IR port
Power button

Indicator light

Headphone
jack

Microphone

Voice Memo
button

Voice Memo button Press and hold to record voice memos.

Microphone An audio input device for applications such as Voice Memo.

Headphone jack A jack to connect a standard 3.5mm stereo headphones (sold


separately) to your handheld.

Indicator light The light serves as an alert and also indicates the
battery-charging status when your handheld is in the
cradle/cable.

Power button The button turns your handheld on or off.

Expansion card slot The slot accepts Secure Digital (SD), Secure Digital
Input/Output (SDIO), or MultiMediaCard (MMC)
expansion cards. Expansion cards enable you to back up
data, add more memory, add wireless communication
features, or use additional applications. (Expansion cards
sold separately.)

9
Chapter 2 Exploring Your Handheld

Stylus The stylus is your writing and tapping tool. To use the stylus,
gently press the top of the stylus to release it from the slot,
and then pull it out of the slot and hold it as you would a pen
or pencil.

IR port The port uses infrared technology to transmit data to and


receive data from other infrared-enabled devices and to
perform HotSync® operations. See “Beaming data” in
Chapter 3 and see “Conducting IR HotSync operations” in
Chapter 20 for more information.

Locating back panel components

Reset
button

Attach
points

Universal
connector

Reset button Resets your handheld. Under normal use, you should not
have to use the reset button. See “Resetting your handheld”
in Appendix A for information about when and how to use
the reset button.

Attach points Enable you to connect optional accessories to your


handheld, such as a modem or sled. These accessories are
sold separately and are typically available from Palm and
third-party developers.

10
Using the protective cover

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 enables you to recharge
your handheld as well as update the information between
your handheld and your computer, using HotSync
technology.
The universal connector also connects peripheral hardware
devices to your handheld, such battery pack, HotSync cable
or portable keyboard (sold separately).

Using the protective cover


The cover protects your handheld screen when it is not in use.

Center
release
button
To install the cover:
Align the cover tabs with the notches on the
back of your handheld, and then press the center
release button while inserting the tabs into the
notches.

Notches

To remove the cover:


Press the center release button while lifting
the cover from the back of the handheld.

11
Chapter 2 Exploring Your Handheld

Adding an expansion card


An expansion card (sold separately) increases the variety of tasks you can do and
the amount of space you have for software and data on your handheld.

To insert a card:
1. Insert the card into the expansion slot with the label side facing the display.
2. Push lightly against the card with your thumb.

Push

To remove a card:
1. Push lightly against the card with your thumb.
2. Slide the card out of the expansion slot.

Push

For complete information about working with expansion cards, see Chapter 6.

12
Elements of the handheld interface

Elements of the handheld interface


Like using a mouse to click elements on a computer screen, using the stylus to tap
elements on your handheld screen is the basic action you use to get things done on
your handheld.
The first time you start your handheld, the setup instructions appear on the screen.
These instructions include a digitizer screen that aligns the internal circuitry of
your handheld with its touch-sensitive screen so that when you tap an element on
the screen, the handheld can detect exactly which task you want to perform.

IMPORTANT Always use the point of the stylus for tapping or for making strokes on
the handheld screen. Never use an actual pen, pencil, or other sharp object to write
on the handheld screen, because this will scratch the screen.

With your handheld turned on, you can tap the handheld screen to perform many
operations. For example, you can do the following:
■ Open applications.
■ Select menu commands.
■ Use the status bar.
■ Initiate a Find operation to search through applications installed on your
handheld for specific text. (Find operations do not search through applications
on expansion cards.)
■ Select options in dialog boxes.
■ Open the onscreen keyboards.
Just as you can drag the mouse to select text or move objects on your computer, you
can drag the stylus to select text. You can also use the stylus to drag the slider of
any scroll bar.

Menu
bar

Check
box

Icons

Status bar

13
Chapter 2 Exploring Your Handheld

Check box Tap a check box to select or deselect it. When a check box
contains a check mark, the corresponding option is selected
and active. When a check box is empty, the corresponding
option is deselected and inactive.

Menu bar Use the menu bar to access a set of application-specific


commands. Not all applications have a menu bar.

Icons Tap the icons to open applications , menus , and a favorite


application, and to find text anywhere in your data .
See “Opening applications,” “Using menus,” and “Finding
information” in Chapter 4, and see “Buttons Preferences” in
Chapter 21 for more information about using these icons.

Status bar Use the status bar for quick access to many functions. For more
information, see “Using the status bar” in the next section.

Previous/next arrows

Entry box
Pick list

Scroll bar

Command button

Command buttons Tap a button to perform a command. Command buttons


appear at the bottom of dialog boxes and application screens.

Next/previous arrows Tap the left and right arrows to display the previous and next
records; tap the up and down arrows to display the previous
and next pages of information.

Scroll bar Drag the slider, or tap the top or bottom arrow, to scroll the
display one line at a time. To scroll to the previous page, tap
the scroll bar just above the slider. To scroll to the next page,
tap the scroll bar just below the slider.
You can also scroll to the previous and next pages within a
record by pressing Up and Down on the navigator.

14
Elements of the handheld interface

Pick list Tap the arrow to display a list of choices, and then tap an
item in the list to select it.

Entry box Tap box to open dialog box or enter data directly in the box.

Displaying online tips


Many of the dialog boxes that appear on your handheld contain an online Tips icon
in the upper-right corner. Online tips anticipate questions you might have in a
dialog box, provide shortcuts for using the dialog box, or give you other useful
information.

To display an online tip:


1. Tap the Tips icon .
2. After you review the tip, tap Done.

Using the navigator


When you work with most applications, the navigator on the front panel of your
handheld makes it easy for you to navigate among and select your entries. You can
use the navigator to perform tasks without the stylus, using one hand.
Look for the navigator icon to find navigator tips throughout this guide. See the
chapters on the applications for additional information about using the navigator
with each application.

15
Chapter 2 Exploring Your Handheld

To navigate in list screens, do any of the following:


■ Press Up or Down on the navigator to scroll an
entire screen of records.
■ Press and hold Up or Down on the navigator to
accelerate the scrolling.
■ Press Select in the center of the navigator to
insert the selection highlight. When the selection
highlight is present, you can do the following:
– Press Up or Down on the navigator to scroll Scroll through this list
using the navigator
to the previous or next records. instead of tapping the
scroll arrows
– Press Select again to view the selected record.
– Press Left on the navigator to remove the selection highlight.

To navigate in record screens:


1. Press Up or Down on the navigator to scroll
within the current record.
2. Press Right or Left on the navigator to scroll to
the previous or next record. (This feature is not
available in Contacts.)
3. Press Select in the center of the navigator to
return to the list screen.

To navigate in dialog boxes: Scroll through this record


■ While a pick list is open, press Up or Down on with the navigator
instead of tapping the
the navigator to highlight an item, and then scroll arrows
press Select in the center of the navigator to
select the item.
■ Press Select on the navigator to close a dialog box.
– If there is only one button, pressing Select activates that button.
– If there are two buttons, pressing Select activates the action button (versus
Cancel) such as OK, Yes, or Delete.
– If there are multiple buttons, Select activates affirming buttons such as OK,
Yes, or Done.

IMPORTANT Read dialog boxes carefully. Sometimes, selecting a button such as OK


or Yes results in canceling an operation or deleting data.

16
Using the status bar

Using the status bar


The status bar gives you access to valuable tools and is accessible in all views.

Home
Find
Menu
System information
Alert
Bluetooth
Full-screen Writing
Screen rotation
Input area

Home Tap to display the Home screen.


Tap and hold to open a list of the last six applications that were
opened. Select an application from the list to open it.

Find Tap to open the Find dialog box. See “Finding information” in
Chapter 4.

Menu Tap to open the menu for the current screen. See “Using menus”
in Chapter 4.

System Shows the current time.


information
Tap to open the system information dialog box. The dialog box
shows the date and time, available memory, battery level, and
allows you to adjust the volume and screen brightness. See
“Changing system information” later in this chapter for more
information.

Alert Tap to display the Attention Manager dialog box.


See “Receiving alerts” in Chapter 4.

Bluetooth Tap to display Bluetooth dialog box where Bluetooth can be


turned on and off, and you can connect to the network. See
“Using Bluetooth and connecting to the network from the status
bar” later in this chapter for more information.

Full-screen Tap to turn Full-screen Writing on and off. See “Using Full-
Writing screen Writing” in Chapter 3.

Screen rotation Tap to toggle between landscape and portrait view. Landscape
view is useful for viewing spreadsheets, e-mail, web pages, and
photos. See “Rotating the screen” later in this chapter.

17
Chapter 2 Exploring Your Handheld

Input area Tap to toggle between showing and hiding the input area.
Tap and hold to display the input area selection menu. You can
select between three types of input areas. For information about
the on-screen keyboards, see “Using the onscreen keyboards”
in Chapter 3. For information about the Graffiti 2 input area,
see “Writing in Graffiti 2 input areas” in Chapter 3.

Changing system information


Tap the time icon on the status bar to open the system information dialog box
where you can view and change system information. Tap anywhere outside of the
dialog box to close it.

Shows battery charge level

Shows available memory on the handheld. If an expansion


card is inserted, the card’s available memory is shown
also.

Tap and drag the slider to adjust screen brightness


Tap buttons to turn sound on and off and adjust sound level

Tap to open system information dialog box

Using Bluetooth and connecting to the network from the status bar
Tap the BlueTooth icon on the status bar to open the Bluetooth dialog box where
you can connect to your network service provider and turn on or off your
handheld’s Bluetooth availability. You can also open the Bluetooth preferences
screen. For more information on the Bluetooth preferences, see “Bluetooth
Preferences” in Chapter 21. Tap anywhere outside of the dialog box to close it.

18
Using the status bar

Tap to open the Bluetooth preferences screen


Tap turn Bluetooth on

Tap pick list to select the network service provider

Tap to connect to your network

Tap to open Bluetooth dialog box

When Bluetooth is turned on, the


handheld is available for discovery by
and connection to a Bluetooth device

Rotating the screen


You can toggle between landscape and portrait view by tapping the screen rotation
icon. Landscape view is useful for viewing spreadsheets, e-mail, web pages, and
photos.

NOTE You can customize which way the screen rotates in landscape mode by
choosing right- or left-handed rotation. See “Handedness Preferences” in
Chapter 21.

Tap Rotate icon

19
Chapter 2 Exploring Your Handheld

20
CHAPTER 3

Entering Data on Your Handheld

This chapter explains several ways to enter data on your handheld.

Using the onscreen keyboards


You can change the input area to display the onscreen keyboard anytime you need
to enter text or numbers on your handheld.

TIP Full-screen Writing enables you to use Graffiti® 2 writing when the keyboard is
open, which makes it easy to switch between these two methods of entering data.
For information on Full-screen Writing, see “Using Full-screen Writing” later in this
chapter.

Keyboards are accessible from the status bar and input areas.

Tap and hold. Then select keyboard icon.

Tap here to display keyboard

21
Chapter 3 Entering Data on Your Handheld

You can display four different keyboards.

abc - lowercase

Tab Backspace

Carriage return
Caps shift

Tap here to display


lowercase keyboard

ABC - uppercase 123 - numeric int. - international

Tap here to display Tap here to display Tap here to display


uppercase keyboard numeric keyboard international keyboard

Using Graffiti ® 2 writing


Your handheld has Graffiti 2 help that describes the characters and writing
procedures for Graffiti 2.
This section contains tables of all the Graffiti 2 characters.

NOTE By default, your full-screen pen stroke is set to open Graffiti 2 help. See “Pen
Button Preferences” in Chapter 21 for more information.

To access Graffiti 2 help from an application:


1. Tap on an editable text field.
2. Tap the Menu icon .
3. Select Graffiti 2 Help from the Edit menu.

To access Graffiti 2 information from Quick Tour:


1. Tap the Home icon .
2. Tap the Quick Tour icon.
3. Select Graffiti 2.

Writing in Graffiti 2 input areas


You can write Graffiti 2 characters in the designated input areas, or you can turn
on Full-screen Writing and write outside the input area.

22
Using Graffiti® 2 writing

The input area has two different Graffiti 2 screens that you can access from the
status bar.

Tap and hold.


Then select Graffiti 2
input area icon from
menu.

The two Graffiti 2 screens have designated areas that recognize certain characters.
If those characters are written in the wrong area, they are not recognized correctly
and an incorrect character is written. For a list of characters and the designated
Graffiti 2 area where they can be written, see “Graffiti 2 character set” later in this
chapter.

Numerals Numerals
Uppercase letters Uppercase letters
Lowercase letters straddling line
Lowercase letters

Using Full-screen Writing


When Full-screen Writing is turned on and is active, you can write outside the
Graffiti 2 input area. When Full-screen Writing is turned off or is inactive, you must
write character strokes in the Graffiti 2 input area for your handheld to recognize
them.
You can write letters or characters in the following areas:
■ Left side of the screen: letters or characters that are assigned to the abc or ABC
input areas
■ Right side of the screen: numbers or characters that are assigned to the 123 input
area
■ Middle of the screen straddling the imaginary dividing line between the left and
right sides: capital or uppercase letters

NOTE For a brief period of time after writing a character, a quick tap on the screen is
interpreted as a period character. This makes is easier to tap buttons and place the
cursor without having the action interpreted as a period character.

23
Chapter 3 Entering Data on Your Handheld

Full-screen Writing is turned on and off by tapping the Full-screen Writing button
on the status bar.

Draw capital or uppercase


letters in the middle

Draw letters Draw numerals on


on the left side the right side

Tap here to turn on and off

Graffiti 2 character set


Graffiti 2 alphabet
Draw letters on the abc and ABC writing area

Letter Strokes Letter Strokes

A B

C D

E F

G H

I J

K L

M N

24
Using Graffiti® 2 writing

Draw letters on the abc and ABC writing area

Letter Strokes Letter Strokes

O P

Q R

S T

U V

W X

Y Z

Graffiti 2 numbers
Draw numbers on the 123 writing area

Number Strokes Number Strokes

0 1

2 3

4 5

6 7

8 9

25
Chapter 3 Entering Data on Your Handheld

Punctuation marks
Draw these marks on the abc or ABC writing area

Mark Stroke Mark Stroke

Period Ampersand
. &

Comma Carriage
, return

Apostrophe At
' @

Space Straight quotes


Question Tab
?

Exclamation
!

Draw these marks on the 123 writing area

Mark Stroke Mark Stroke

Period Backslash
. \

Comma Slash
, /

Tilde Left Paren


~ (

Dash Right Paren


— )

Plus Equal
+ =

Asterisk
*

26
Using Graffiti® 2 writing

Accented characters
Draw accents on the 123 writing area

Accent Stroke Accent Stroke

Acute Dieresis
á ä

Grave Circumflex
à â

Tilde Ring
ã å

Using these accent strokes, you can write the following accented letters:
à á â ã ä å è é ê ë ì í î ï ò ó ô õ ö ù ú û ü ÿ ý ñ

Symbols and other special characters


You can write symbols and other special characters using the Punctuation Shift
stroke.

NOTE You can also use the Punctuation Shift stroke to write punctuation marks.

To write symbols and special characters:


1. Enter the Punctuation Shift stroke:

Punctuation
Shift

When Punctuation Shift is active, an up arrow symbol appears in the lower-


right corner of the handheld screen. If you accidentally activate Punctuation
Shift, another Punctuation Shift stroke will cancel it.

Punctuation Shift indicator

NOTE Drawing two Punctuation Shift strokes also cancels the automatic
capitalization of the first letter of a new record or sentence.

2. Write the symbol or other special character shown in the table that follows. You
can make a symbol stroke anywhere in the Graffiti 2 input area.

27
Chapter 3 Entering Data on Your Handheld

3. Enter an additional Punctuation Shift stroke to finish writing the character and
to make the character appear more quickly.
After the arrow disappears, the symbol appears.

Draw symbols on EITHER side of the Graffiti 2 input area

Graffiti 2 Gestures
Draw gestures on the abc or ABC writing area

Gesture Stroke Gesture Stroke

Cut Paste

Copy Undo

Erase Tab

Punctuation Menu
Shift Command

Short Cut

28
Beaming data

Graffiti 2 ShortCuts
Graffiti 2 writing comes with several predefined ShortCuts. You can also create you
own shortcuts. See “ShortCuts Preferences” in Chapter 21 to learn about creating
ShortCuts.
To use a ShortCut, draw the ShortCut stroke followed by the ShortCut characters.
The ShortCut symbol appears at the insertion point to show that you are in
ShortCut mode.

ShortCut

Your handheld includes the following predefined Graffiti 2 ShortCuts:

Draw ShortCuts on the abc or ABC


writing area

Entry ShortCut

Date stamp ds

Time stamp ts

Date/time stamp dts

Meeting me

Breakfast br

Lunch lu

Dinner di

Beaming data
Your handheld is equipped with an IR port that is located at the top of the
handheld, behind the small dark shield. The IR port supports the IrCOMM
implementation of the standards for infrared communication established by the
Infrared Data Association (IrDA). This means that you can beam data to any
nearby device that supports the IrCOMM implementation of the IrDA standards
and that can read the type of data you’re beaming. For example, you can beam a
Contacts entry to a Palm OS® handheld, a mobile phone, or a computer that’s
equipped with an IR port and that can read vCard data.

NOTE Records may be truncated when beamed to earlier models of Palm handhelds.

29
Chapter 3 Entering Data on Your Handheld

You can beam the following information between devices:


■ The record currently displayed in Calendar, Contacts, Memos, Note Pad, Tasks,
Palm™ Photos, or Palm™ Web Browser Pro
■ All records of the category currently displayed in Calendar, Contacts, Memos,
Note Pad, or Tasks, or all photos in the currently selected in Palm Photos
■ A special Contacts record that you designate as your business card, containing
information you want to exchange with business contacts
■ An unlocked application installed in RAM memory
■ An unlocked application installed on an expansion card that is seated in the
card slot

TIP You can also perform HotSync® operations using the IR port.
See “Conducting IR HotSync operations” in Chapter 20 for more details.

To select a business card:


1. Create a Contacts record that contains the information you want on your
business card.
2. Tap the Menu icon .
3. Tap Record, and then tap Select Business Card.
4. Tap Yes.

To beam a record, business card, or category of records:


1. Locate the record, business card, or category you want to beam.

NOTE The procedure for beaming photos and albums is slightly different from
the procedure for beaming other records and categories. See Chapter 13 for
details.

2. Tap the Menu icon .


3. Tap one of the following from the Record menu:
– The Beam command for an individual record.
– In Contacts only: Beam Business Card.
– In Note Pad only: If you are beaming to someone who is using an earlier
version of Note Pad, tap Compatibility, and then tap Beam.
– Beam Category.

TIP You can also press and hold the Contacts application button to instantly
beam your business card to another device.

30
Sending data

4. When the Beam Status dialog box appears, point the IR port directly at the IR
port of the receiving device.
For best results, Palm handhelds should be between 10 centimeters
(approximately 4 inches) and 1 meter (approximately 39 inches) apart, and the
path between the two handhelds must be clear of obstacles. The beaming
distance to other devices may be different.

5. Wait for the Beam Status dialog box to indicate that the transfer is complete
before you continue working on your handheld.

To beam an application:
1. Tap the Home icon .
2. Tap the Menu icon .
3. Tap App, and then tap Beam.
4. Tap the Beam From pick list.
5. Select either Handheld or Card.
6. Tap the application you want to transfer.
Some applications are copy-protected and cannot be beamed. Each of these is
listed with a lock icon next to it.
7. Tap Beam.
8. When the Beam Status dialog box appears, point the IR port directly at the IR
port of the receiving device.
9. Wait for the Beam Status dialog box to indicate that the transfer is complete
before you continue working on your handheld.

To receive beamed information:


1. Turn on your handheld.
2. Point the IR port directly at the IR port of the transmitting device to open the
Beam dialog box.

Sending data
You can send data by using Bluetooth™ communication or by using e-mail or SMS
communication.

31
Chapter 3 Entering Data on Your Handheld

Sending data using Bluetooth ™ communication


If you enable Bluetooth communication, you can send data to other Bluetooth
devices. The Bluetooth device must be discoverable and must be positioned within
10 meters (approximately 30 feet) of your handheld. For more information on
enabling Bluetooth communication, see “Using Bluetooth and connecting to the
network from the status bar” in Chapter 2. For more information about Bluetooth
settings, see “Bluetooth Preferences” in Chapter 21.

To send data using Bluetooth communication:


1. Open the application you from which you want to send data.
2. Select the record or category you want to send.
3. Select the Send command from the application. For example, in Contacts, tap
the Menu icon, tap Record, and then tap Send Address.

4. Select Bluetooth and tap OK.

Sending data using e-mail or SMS communication


In addition to beaming data, you can also use e-mail or SMS communication to
send information to and receive information from other devices.
To use your handheld for e-mail communication, you need to perform a HotSync
operation with your computer by using a Bluetooth local area network (LAN)
access point or modem, or use a mobile phone. For more information, see
Chapter 16.
To use your handheld for SMS communication, you need a Global System for
Mobile Communications (GSM) phone (sold separately) and you need to establish
a connection with your GSM mobile phone. For additional information about
connecting to your GSM phone, see Chapter 12. For additional information about
sending SMS data, see Chapter 14.

Using your computer keyboard


If you have a lot of data to enter, or prefer to use the computer keyboard, you can
use Palm™ Desktop software or any supported personal information manager
(PIM), such as Microsoft Outlook, to enter information. You can then perform a
HotSync operation to synchronize the information on your computer with the
information on your handheld. Many of the applications that came with your
handheld are also available in Palm Desktop software and in most PIMs, so you

32
Importing data

don’t need to learn different applications. For more information on entering data
on your computer, refer to the online Help in Palm Desktop software and the Palm
Desktop Software for the Macintosh User’s Guide on the Software Installation
CD-ROM.

Importing data
If you have data stored in computer applications, such as spreadsheets and
databases, or if you want to import data from another handheld, you can transfer
the data to your handheld without typing it. Save the data in one of the file formats
listed in the next section, import it into Palm Desktop software, and then perform
a HotSync operation to transfer the data to your handheld.

Importing data from a Windows computer


Palm Desktop software can import data in the following file formats:
■ Comma-delimited (.csv, .txt): Contacts and Memos only
■ Tab-delimited (.tab, .tsv, .txt): Contacts and Memos only
■ CSV (Lotus Organizer 2.x/97 Mapping): Contacts only
■ vCal (.vcs): Calendar only
■ vCard (.vcf): Contacts only
■ Calendar archive (.dba)
■ Contacts archive (.aba)
■ Tasks archive (.tda)
■ Memos archive (.mpa)
Archive formats can be used only with Palm Desktop software. Use the archive file
formats to share information with other people who use a Palm OS handheld or to
create a copy of your important Palm Desktop information.
See Palm Desktop online Help for more information on importing and exporting
data.

To import data from a Windows computer:


1. Open Palm Desktop software.
2. Click the application into which you want to import data.
3. If you are importing records that contain a field with category names, do the
following:
Select All in the Category box.
Be sure that the same categories that appear in the imported file also exist in the
application. If the categories do not exist, create them now; otherwise, the
records are imported into the Unfiled category.

33
Chapter 3 Entering Data on Your Handheld

4. From the File menu, select Import.


5. Select the file you want to import.
6. Click Open.
If you are importing a vCal or vCard file, skip to step 10. You do not have to
specify which fields correspond to the imported data.
7. To import data into the correct Palm Desktop fields, drag each field in the left
column so that they are opposite the corresponding imported field on the right.
8. If you don’t want to import a field, click the check box for that field to deselect it.
9. Click OK.
The imported data is highlighted in the application.
10. To add the imported data to your handheld, perform a HotSync operation.
See Palm Desktop online Help for more information on importing and exporting
data.

Using File Link


The File Link feature enables you to import Contacts and Memos information, such
as a company phone list, to your handheld from a separate external file on your
Windows computer. You can configure the File Link feature to check for changes
to the external file when you perform a HotSync operation. HotSync Manager
stores the data in a separate category in Palm Desktop software and on your
handheld.
For information on how to set up a file link, see the Palm Desktop online Help.

Importing data from a Mac computer


Palm Desktop software can import data from any applications that can export the
data in any of the following file formats:
■ Tab-delimited file
■ Text
■ Palm Desktop software for Mac
■ vCal (.vcs)
■ vCard (.vcf)
For example, you can export tab-delimited files from applications such as
FileMaker Pro, Meeting Maker, Now Contact, and Now Up-to-Date.

To import data from a Mac computer:


1. Open Palm Desktop software.
2. From the File menu, select Import.
3. Select the file you want to import.

34
Using a portable keyboard

4. Click Open.
5. If you want to change the order of the fields you’re importing, point to a field,
wait for the cursor to change to a double arrow, and then drag the field to a new
location.
6. If you do not want to import a field, click the arrow between the field names.
7. From the Fields pop-up menu, select the appropriate field.
8. From the Delimiters pop-up menu, select the appropriate delimiter.
9. Click OK.
10. To add the imported data to your handheld, perform a HotSync operation.
See Palm Desktop online Help for more information on importing and exporting
data.

Using a portable keyboard


You can connect a portable keyboard accessory to the universal connector on your
handheld so that you can type data directly into your handheld. Portable
keyboards are very helpful when you need to enter large amounts of data quickly
and accurately while you are away from your computer—for example, when you
need to write an e-mail message. For additional information about this optional
accessory, go to the web site www.palm.com.

35
Chapter 3 Entering Data on Your Handheld

36
CHAPTER 4

Working with Applications

This chapter explains how to open and switch between applications on your
handheld, how to change application settings so they are personalized to your
work methods, and how to categorize applications so you view them in related
groups.

Opening applications
You can use the Home screen to open any application installed on your handheld
or on expansion card. You can also open Calendar, Contacts, Tasks, Note Pad, and
Voice Memo with the application buttons on your handheld.

Voice Memo

Scroll through
applications with
left and right
navigation

Calendar
Note Pad

Contacts
Tasks

In addition to providing a way for you to open applications, the Home screen
displays the current time, battery level, and application category.

37
Chapter 4 Working with Applications

To open an application on your handheld:


1. Tap the Home icon .
2. Tap the icon of the application that you want to open. If you have many
applications installed on your handheld, tap the scroll bar to see all your
applications.

Opening expansion card applications


When an expansion card is properly seated in the expansion card slot, your
handheld responds based on the contents of the card and the application that is
active when you insert the card. In some cases the application on the card opens
automatically upon insertion, or if you insert a card containing data from the
current application, the application displays the data on the card. In other cases the
Home screen switches to the card and displays its contents, and the pick list in the
upper-right corner of the screen displays the name of the card.

Switching between applications


When working with any application, select the Home icon or press an
application button on your handheld to switch to another application.
You can also press and hold Select (the center button) on the navigator to switch to
the Home screen at any time.
When you use an expansion card, your handheld creates and displays a new
category that matches the name of the expansion card. You can easily switch
between applications installed on your handheld and on the expansion card.

To switch to an expansion card:


1. Tap the pick list in the upper-right corner.
2. Select the category item that matches the name of the expansion card.

3. You can also press right and left on the navigator to switch between categories,
including the expansion card category.

38
Categorizing applications

Categorizing applications
You can assign an application to a category and then display a single category or
all your applications.
By default, your handheld includes system-defined categories, such as All and
Unfiled, and user-defined categories, such as Games, Main, and System.
In addition, you can create your own user-defined categories. You can have a
maximum of 15 user-defined categories.

To categorize an application:
1. Tap the Home icon .
2. Tap the Menu icon .
3. Select Category on the App menu.
4. Tap the pick list next to each application to select a category.

TIP To create a new category, tap Edit Categories from the pick list. Tap New,
enter the category name, and then tap OK to add the category. Tap OK again to
close the Edit Categories dialog box.

5. Tap Done.

To display applications by category:


1. Tap the Home icon .
2. Do one of the following:
– Tap the Home icon repeatedly to cycle through all your categories.
– Tap the pick list in the upper-right corner of the screen, and select the
category you want to display.
– Press and hold Select on the navigator to open the category list, press Up or
Down on the navigator to highlight a category, and then press Select on the
navigator to view that category.

Copying applications to or from an expansion card


You can copy applications from your handheld to an expansion card, or from an
expansion card to your handheld.
You can install applications to a card that is seated in the expansion card slot
during a HotSync® operation. See “Installing files and add-on applications” later
in this chapter for details.
You can also beam applications from expansion cards to your handheld or send
applications from expansion cards to your handheld. See “Beaming data” and
“Sending data” in Chapter 3 for details.

39
Chapter 4 Working with Applications

To copy an application to or from an expansion card:


1. Tap the Home icon .
2. Tap the Menu icon .
3. Select Copy on the App menu.

4. Tap the Copy From pick list and select Handheld or the card name.
5. If there are multiple cards available, tap the Copy To pick list and select the
Handheld or the card name.
If you selected Handheld in the Copy from pick list, the Copy To pick list
appears only if there are multiple cards available.
6. Tap an application to copy.
7. Tap Copy.
8. Tap Done.

NOTE If you view your applications on the card using a Card Reader on your
Windows or Mac computer, the actual file names may differ from those displayed in
the Home screen.

Selecting copy settings


The copy feature enables you to copy only the application or both the application
and its data files.

To select copy settings:


1. Tap the Home icon .
2. Tap the Menu icon .
3. Select Copy on the App menu.

40
Using menus

4. Tap Settings.

5. Tap the Sort By pick list and select Name or Size.


6. Tap the Copy Application Only check box to select it if you want to copy only
the application files. Leave it deselected if you want to copy both the application
file and its associated data file(s).
7. Tap OK.

NOTE The Sort By setting is in effect each time you use the copy feature. Each time
you want to copy an application only, you must select the Copy Applications Only
check box.

Using menus
Menus on your handheld are easy to use. Once you have mastered them in one
application, you can use them the same way in all other applications.
The menus of each application are illustrated in the chapter that discusses that
application.

To open the menu bar:


1. Open an application (such as Memos).
2. Do one of the following:
– Tap the Menu icon on the status bar or in the input area.
– Tap the inverted title area at the top of the screen.

Tap the title area

Tap the Menu icon

41
Chapter 4 Working with Applications

In this example, three menus are available: Record, Edit, and Options. The Record
menu is selected and shows the selection.

Graffiti 2 menu commands


Most menu commands have an equivalent Graffiti 2 Command stroke, which is
similar to the keyboard shortcuts used to execute commands on computers. The
command letters appear to the right of the command names.

Menu commands
Command letters

When you draw the Command stroke anywhere in the Graffiti 2 input area, the
Command toolbar appears below the Graffiti 2 input area to indicate that you are
in Command mode. The Command toolbar covers the status bar.

Command

Cut Copy Paste Beam Undo Delete

The Command toolbar displays context-sensitive menu commands for the active
screen. For example, if text is selected, the menu icons displayed may be Undo,
Cut, Copy, and Paste. Tap an icon to select the command, or immediately write
the corresponding command letter for an appropriate command in the Graffiti 2
writing area.
For example, to select Paste from the Edit menu, draw the Command stroke,
followed by the letter p.
Command mode is active only for a short time, so you must tap an icon or write
the command letter immediately to select the menu command.

42
Performing common tasks

Performing common tasks


The following tasks are common to most applications.

Creating records
You can use the following procedure to create a new record in Calendar, Contacts,
Tasks, Note Pad, Memos, and Expense.
In SMS, you use a different procedure to create a message. For more information,
see “Creating messages” in Chapter 14.
In PalmTM Web Browser Pro, you can either save a web page or bookmark it so you
can return to it later. For more information, see Chapter 18.

To create a record:
1. Select the application in which you want to create a record.
2. Tap New.
3. In Calendar only: Select start and end times for your appointment, and tap OK.
4. Enter text for the record.
5. (Optional) Tap Details to select attributes for the record. (In Note Pad the Details
command is located on the Options menu.)
6. In Contacts, Note Pad, and Memos only: Tap Done.

Editing records
After you create a record, you can change, delete, or enter new text at any time.
Two screen features tell you when your handheld is in Edit mode:
■ A blinking cursor
■ One or more dotted edit lines

Blinking cursor

Edit line

NOTE In Note Pad you can write anywhere on the screen. Therefore, you will not see
an edit line or blinking cursor unless the cursor is in the title line.

43
Chapter 4 Working with Applications

Entering text
For information on entering text using Graffiti 2 writing, using the onscreen
keyboards, or using the keyboard attached to your computer, see Chapter 3. For
information on entering text in Note Pad, see “Creating a note” in Chapter 11.

Using the Edit menu


The Edit menu is available with any screen where you enter or edit text. In general,
commands available in the Edit menu apply to text that you select in an application.

To select text in an application:


1. Tap the beginning of the text that you want to select.
2. Drag the stylus over the text to highlight it (in yellow).

NOTE You can also double-tap to select a word, or triple-tap to select a line of
text. In addition, you can also drag across the text to select additional words,
or drag down to select a group of lines.

TIP To select text when Full-screen Writing is turned on, tap and hold briefly
at the beginning of the text you want to select, before dragging the stylus.
Otherwise, a quick tap or stroke may be interpreted as a Graffiti 2 character.

Deleting records
To delete a record:
1. Select the record you want to delete.
2. Tap the Menu icon .
3. Select the Delete command on the Record menu. In Voice Memo, the Delete
command is on the V Memo menu. In Palm™ Photos, the Delete command is
on the Photo menu:
A confirmation dialog box appears. If you want to save a copy of the deleted
item to an archive file in Palm™ Desktop software, be sure that the check box is
selected. If you don’t want to save a copy, tap the check box to deselect it.
The archive option is not available in Note Pad, Palm Photos, Palm Web
Browser Pro, and Voice Memo. In SMS, you must tap Archive on the Message
menu to archive a message.
4. Tap OK.
If you chose to save a copy of the selected item, your handheld transfers it to the
archive file on your desktop the next time you perform a HotSync operation.

Purging records
Over time, as you use Calendar, Tasks, and Expense, you will accumulate records
in these applications that have outlived their usefulness. These outdated records
take up memory on your handheld, so it’s a good idea to remove them by using

44
Performing common tasks

Purge. If you think Calendar or Tasks records might prove useful later, you can
purge them from your handheld and save them in an archive file on your
computer.
Purging is not available in Contacts, Note Pad, PalmTM Photos, Voice Memo, SMS,
or Memos. You must delete outdated records manually from these applications.
In Palm Web Browser Pro, you can purge stored web pages by clearing the cache.
See “Changing the size and content of the cache” in Chapter 18.

To purge records:
1. Open the application.
2. Tap the Menu icon .
3. Select Purge from the Record menu.
A confirmation dialog box appears.
Calendar: Tap the pick list and select how old a record must be to be purged.
Purge deletes repeating events if the last of the series ends before the date that
you purge records.
Calendar and Tasks: If you want to save a copy of the purged records to an
archive file on your desktop, be sure that the check box is selected. If you don’t
want to save a copy, tap the check box to deselect it.
Expense: Select the category you want to purge. All data in the selected category
is purged, and there is no archive option.
4. Tap OK, or in Expense, tap Purge.
If you chose to save a copy of the purged records, your handheld transfers them to
an archive file on your desktop the next time you perform a HotSync operation.

Categorizing records
You can categorize records in the Calendar, Contacts, Tasks, Note Pad, Voice
Memo, Memos, and Expense applications so that they are grouped logically into
categories and are easy to review. In Palm Photos, categories are called albums.
Throughout this section, categories refers also to albums unless otherwise noted. In
calendar, you can add color coding to your categories. See “Using categories” in
Chapter 5.
By default, your handheld includes system-defined categories, such as All and
Unfiled, and user-defined categories, such as Business and Personal. In addition,
you can create your own user-defined categories. In Palm Photos you can have a
maximum of 14 user-defined albums, and in all other applications you can have a
maximum of 15 user-defined categories.
The illustrations in this section come from Contacts, but you can use the following
procedures in all the applications in which categories are available. The only
exception is that the procedure for moving photos into albums is slightly different.
See “Filing photos in albums” in Chapter 13 for details.

45
Chapter 4 Working with Applications

To move a record into a category:


1. Select the record you want to categorize.
2. In Contacts only: Tap Edit.
3. Tap Details.
4. Tap the Category pick list to display the list of available categories.

5. Select the category for the record.


6. Tap OK.

NOTE In Contacts, Note Pad, Voice Memo, and Memos you can select the
category name in the upper-right corner of the screen to assign the item to a
different category.

To display a category of records:


1. Tap the category pick list in the upper-right corner of the list screen.

Tap here

2. In the Calendar Day, Week, and Month views, the pick list can be shown or
hidden by setting an option in the Display Options dialog box. If the pick list is
shown, it appears in the upper-right corner below the menu bar.
3. Select the category you want to view.
The list screen now displays only the records assigned to that category.

TIP Pressing an application button on your handheld scrolls through all the
categories of that application except for Unfiled. This feature is not available in
Calendar.

46
Performing common tasks

To define a new category:


1. Tap the category pick list in the upper-right corner of the screen or list.
2. Select Edit Categories from the pick list.
3. Tap New.

Tap New

4. Enter the name of the new category, and then tap OK.

NOTE In Calendar, you can also select a different color for each category.

5. Tap OK.
You can assign any of your records to the new category.

To rename a category:
1. Tap the category pick list in the upper-right corner of the screen or list.
2. Select Edit Categories.
The Edit Categories dialog box opens.
3. Select the category that you want to rename, and then tap Rename.
4. Enter the new name for the category, and then tap OK.
5. Tap OK.

TIP You can group the records within two or more categories into one
category by giving the categories the same name. For example, if you change
the name of the Personal category to Business, all records formerly in the
Personal category appear in the Business category.

Finding information
Your handheld offers several ways for you to find information quickly.

Using Find
You can use Find to locate any text that you specify, in any application that resides
on your handheld. Find does not search applications that reside on an expansion
card.

47
Chapter 4 Working with Applications

To use Find:
1. Tap the Find icon on the status bar.

TIP If you select text in an application before you tap Find, the selected text
automatically appears in the Find dialog box.

2. Enter the text that you want to find.


Find is not case sensitive. For example, searching for the name “davidson” also
finds “Davidson.”
Find locates any words that begin with the text you enter. For example,
searching for “plane” finds “planet” but not “airplane.”
3. Tap OK.
Find searches for the text in all records and all notes.

As your handheld searches for the text, you can tap Stop at any time. You may
want to do this if the entry you want appears before your handheld finishes the
search. To continue the search after you tap Stop, tap Find More.
4. Tap the text that you want to review.

Looking up Contacts records


In Contacts you can use the Look Up line with the stylus or navigator to look up
and quickly scroll to any of your Contacts entries.

To look up a Contacts record with the navigator:


1. From the Contacts list screen, press Right on the navigator to display the Quick
Look Up line.
2. Press Up and Down on the navigator to select the first letter of the name you
want to find.
The list scrolls to the first entry that begins with that letter.

48
Performing common tasks

3. Press Right on the navigator to move to the next letter box.

Quick Look Up line

4. The Quick Look Up line displays only letters that are a possible match for that
position. For example, in the screen shown here, if you enter c in the first box,
only the letters a, h, and o appear in the second box.
If there is only one possible match for a particular position, the highlight jumps
to the next position.
5. Press Up or Down on the navigator to select the next letter of the name you want
to find.
The list then scrolls to the first entry that starts with those two letters. For
example, selecting s scrolls to “Sands,” and selecting sm scrolls further to
“Smith.” If you sort the list by company name, the Quick Look Up feature
scrolls to the matches for the company name.
6. Repeat steps 3 and 4 until the entry you want appears in the list.
7. Press Select on the navigator to highlight the record you want.
8. Press Select on the navigator to view the contents of the selected record.

TIP If there is only one possible match for the letters you selected, the contents
of the record are automatically displayed.

To look up an Contacts record with the stylus:


1. From the Contacts list screen, enter the first letter of the name you want to find.

Look Up line

49
Chapter 4 Working with Applications

2. The list scrolls to the first entry that begins with that letter. If you write another
letter, the list scrolls to the first entry that starts with those two letters. For
example, writing an s scrolls to “Sands,” and writing sm scrolls further to
“Smith.” If you sort the list by company name, the Look Up feature scrolls to the
first letter of the company name.
3. Tap the record to view its contents.

Using Phone Lookup


Phone Lookup displays the Contacts list screen. You can add to a record the
information that appears in this list.

To use Phone Lookup:


1. Display the record in which you want to insert a phone number. The record can
be in Calendar, Tasks, Memos, SMS, or any other application that takes
advantage of this feature.
2. Tap the Menu icon .
3. Select Options, and then select Phone Lookup.
4. Begin to spell the last name of the name you want to find.
The list scrolls to the first record in the list that starts with the first letter you
enter. Continue to spell the name you’re looking for, or when you see the name,
tap it.

5. Tap Add.
The name you selected, along with the information associated with it, is pasted
into the record you selected in step 1.

Sorting lists of records


Sorting is available in applications that have list screens: Contacts, Tasks, Note Pad,
Voice Memo, Memos, and Expense. You can also sort photos in Palm Photos.
See “Creating an album” in Chapter 13 for details.

NOTE You can also assign records to categories. See “Categorizing records” earlier
in this chapter.

50
Performing common tasks

To sort records in Expense:


1. Open the Expense to display the list screen.
2. Tap Show.
3. Tap the Sort by pick list and select an option.
4. Tap OK.

To sort records in Contacts, Note Pad, Voice Memo, Tasks, and Memos:
1. Open the application to display the list screen.
2. Tap the Menu icon .
3. Select Options, and then select Preferences.

4. Do one of the following:


Contacts: Tap the setting you want.
Note Pad, Voice Memo, Tasks, Memos: Tap the Sort by pick list and select an
option from pick list.
5. Tap OK.
To sort the Note Pad, Voice Memo, or Memo list manually, tap and drag a note,
voice memo, or memo to a new location in the list.
To make the list appear in Palm Desktop software as you manually sorted it on
your handheld, open the application in Palm Desktop software and click Sort
by. Then select Order on Handheld.

Attaching notes
In Contacts, Calendar, Tasks, Palm Photos, and Expense, you can attach a note to a
record. A note can be up to several thousand characters long. For example, for an
appointment in Calendar, you can attach a note with directions to the location.

To attach a note to a record:


1. Display the entry to which you want to add a note.
To display an entry, tap it or press Up or Down on the navigator to highlight it,
and then press Select on the navigator.
2. In Contacts only: Tap Edit.
3. Tap Details.
4. Tap Note or the Note button .
5. Enter your note.
6. Tap Done.

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Chapter 4 Working with Applications

A small note icon appears at the right side of any item that has a note.

Note icon

To review or edit a note:


■ Tap the Note icon .

TIP In Calendar, you can also highlight the event that contains the note, press Select
on the navigator to open the note, and then press Select on the navigator again to
close the note.

To delete a note:
1. Tap the Note icon .
2. Tap Delete.
3. Tap Yes.

Choosing fonts
In many applications, you can change the font style to make text easier to read. You
can choose small, small bold, large, or large bold fonts in each application that
enables you to change the font style.

Small font Large font

Small bold
font
Large bold
font

52
Performing common tasks

To change the font style:


1. Open an application.
2. Tap the Menu icon .
3. Select Options, and then select Font.
4. Tap the font style you want to use.

Tap here for small bold font


Tap here for large bold font
Tap here for
small font Tap here for large font

5. Tap OK.

Receiving alerts
You can receive alerts on your handheld and from Palm Desktop software.

NOTE You can access Attention Manager by tapping the Alert icon on the status
bar.

Receiving alerts on your handheld


When you use certain application settings, your handheld can alert you to any of
the following:
■ An appointment set in Calendar
■ A note created in Note Pad
■ A voice memo created in Voice Memo
■ An alarm set in World Clock
■ A task created in Tasks
When an alert occurs, your handheld displays a reminder message. If you tap
Snooze in response to an alert message, your handheld reminds you of the item
again in five minutes. The Reminder screen displays alerts that await attention.

53
Chapter 4 Working with Applications

Receiving alerts from Palm Desktop software


You can also set an option to receive Calendar event alerts from Palm Desktop
software. The feature is disabled by default, so you must enable it within Palm
Desktop software.

To enable an event alert from Palm Desktop software:


1. Double-click the Palm Desktop icon.
2. From the Tools menu, select Options, and then select Alarms.
3. Set Alarm Configuration options, either Always Available or Available only
when the Palm Desktop is running.
4. (Optional) To hear an alert sound as well as receive an alert message, select the
check box Play audible notification with alarm dialog box.
5. Click OK.

Hiding or masking private records


You can use Security Preferences to set a password and select whether to mask
your private records or hide them completely. See “Making records private” in
Chapter 21 for details.

Installing and removing applications


This section explains how to install and remove applications and other files on
your handheld or on an expansion card, and how to remove Palm Desktop
software from your computer.

Installing files and add-on applications


Your handheld comes with many applications installed and ready to use. During
a HotSync operation you can also install additional applications, such as games
and other software, on your handheld or on a card that is seated in the expansion
card slot. Applications or games that you install on your handheld reside in RAM
memory, and you can delete them at any time.
You can also install other files that are associated with an application on your
handheld, such as Microsoft Office documents, photos, or audio files. Files that are
not associated with an application on your handheld might not be installed during
a HotSync operation.
Both applications and files are easy to install during a HotSync operation. You can
install the following types of files:
■ Palm OS® file types, including .prc and .pdb
■ Image files, including .bmp and .jpg
■ MP3 and Real Audio files (expansion card required, sold separately)

54
Installing and removing applications

NOTE To install some software, you may need to download files from the
Internet to your computer. Check the Software Installation CD-ROM for details.

■ Microsoft Office files, such as Word, Excel, and PowerPoint documents


■ Kinoma video files
There are a variety of third-party applications available for your handheld. To
learn more about these applications, go to the web site: www.palm.com.

NOTE Palm works with developers of third-party add-on applications to ensure the
compatibility of these applications with your new Palm™ handheld. Some third-party
applications, however, may not have been upgraded to be compatible with your new
Palm handheld. If you suspect that a third-party application is adversely affecting the
operation of your handheld, contact the developer of the application.

Installing applications and files on a Windows computer


Palm™ Quick Install makes it easy to install applications and files during the next
HotSync operation. You can even install compatible files directly from a Zip file.
Depending on the file type, Palm Quick Install determines whether to install the
files on your handheld or on an expansion card.
You can use any of the following methods to install applications and files with
Palm Quick Install:
■ Drag and drop files onto the Palm Quick Install icon on the Windows desktop.
■ Drag and drop files onto the Palm Quick Install window.
■ Use the commands or buttons in the Palm Quick Install window.
■ Right-click a file and send it to Palm Quick Install.
The procedures that follow explain how to install applications and files using each
of these methods.

To drag and drop applications or files onto the Palm Quick Install icon:
1. Copy or download the application(s) or file(s) you want to install onto your
computer.
2. From My Computer or Windows Explorer, select the file(s) or folder that you
want to install.
3. Drag and drop the file(s) or folder onto the Palm Quick Install icon on the
Windows desktop.

Palm Quick Install displays a confirmation dialog box that shows whether the
files will be installed on your handheld or on an expansion card, and you can
choose the username to which the files will be installed.

55
Chapter 4 Working with Applications

4. Click OK.
The selected files are placed in the Handheld or Expansion Card file list, based
on the file extension.
5. Perform a HotSync operation to install the files. See Chapter 20 for details.

NOTE Files that remain in the list after you perform a HotSync operation were
not installed. This can happen if your handheld is too full to install the file or if
the file type was not recognized during the HotSync operation. If files are
unrecognized, try launching the associated application from your handheld
and then performing another HotSync operation. If the files still remain in the
list, they are not associated with an application on your handheld and cannot
be installed. Expansion cards may also hold files that are not Palm™
application files.

To drag and drop applications or files onto the Palm Quick Install window:
1. Copy or download the application(s) or file(s) you want to install onto your
computer.
2. Double-click the Palm Quick Install icon on the Windows desktop.

Handheld file list

Expansion card file list Status bar

3. From My Computer or Windows Explorer, select the file(s) or folder that you
want to install.
4. Drag and drop the file(s) or folder onto the handheld or expansion card file list.
If a No symbol appears when you attempt to drag a file onto a file list, the file
is not supported on that destination.
The status bar shows the number of files selected and their total size. However,
because some file types are compressed during synchronization, they may
actually require less space than the amount shown in the file size column or
status bar.

56
Installing and removing applications

5. Perform a HotSync operation to install the files. See Chapter 20 for details.

NOTE Files that remain in the list after you perform a HotSync operation were
not installed. This can happen if your handheld is too full to install the file or if
the file type was not recognized during the HotSync operation. If files are
unrecognized, try launching the associated application from your handheld
and then performing another HotSync operation. If the files still remain in the
list, they are not associated with an application on your handheld and cannot
be installed. Expansion cards may also hold files that are not Palm application
files.

To use the command buttons in the Palm Quick Install window:


1. Copy or download the application(s) or file(s) you want to install onto your
computer.
2. Double-click the Palm Quick Install icon on the Windows desktop.

User
drop-down
list

Add button
Status bar

3. In the User drop-down list, select the name that corresponds to your handheld.
4. Click Add.

TIP To install a folder, open the File menu and select Add Folder.

5. Select the application(s) or file(s) that you want to install.


If you do not see the application(s) or file(s) in the default folder, navigate to the
folder that contains the application(s) or file(s) that you want to install.
6. Click OK.
7. If you need to change the destination of the application you are installing, drag
the files to move applications between the handheld and expansion card file list.
The status bar shows the number of files selected and their total size. However,
because some file types are compressed during synchronization, they may
actually require less space than the amount shown in the file size column or
status bar.

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Chapter 4 Working with Applications

8. Perform a HotSync operation to install the selected application(s). See


Chapter 20 for details.

NOTE Files that remain in the list after you perform a HotSync operation were
not installed. This can happen if your handheld is too full to install the file or if
the file type was not recognized during the HotSync operation. If files are
unrecognized, try launching the associated application from your handheld
and then performing another HotSync operation. If the files still remain in the
list, they are not associated with an application on your handheld and cannot
be installed. Expansion cards may also hold files that are not Palm application
files.

To use the right-click menu to send the file to Palm Quick Install:
1. Copy or download the application(s) or file(s) you want to install onto your
computer.
2. From My Computer or Windows Explorer, right-click the file(s) or folder that
you want to install.
3. Select Send To, and then select Palm Quick Install.
Palm Quick Install displays a confirmation dialog box that shows whether the
files will be installed on your handheld or on an expansion card.
4. Click OK.
The selected files are placed in the handheld or expansion card file list, based on
the file extension.
5. Perform a HotSync operation to install the files. See Chapter 20 for details.
Any unrecognized files are not installed.

Palm Quick Install tips


The following tips can help you use Palm Quick Install more effectively:
■ Audio files are automatically placed in the expansion card file list. If you
attempt to place audio files in the handheld file list, a No symbol appears.
■ By default, Kinoma video files are placed in the expansion card file list. If you
prefer to store these files on your handheld you can move them to the handheld
file list.
■ When you drag and drop a folder, Palm Quick Install looks at files in the first
level of subfolders only; it does not look at folders nested inside the subfolders.
■ To install files in a different location, start Palm Quick Install and drag the files
to a different file list.
■ You can also access the Palm Quick Install window by clicking Quick Install on
the Palm Desktop launch bar.

58
Installing and removing applications

Installing applications and files on a Mac computer


The Install Tool makes it easy to install applications and files during a HotSync
operation. You can specify whether to install the files on your handheld or on an
expansion card.

To install add-on software on your handheld using a Mac computer:


1. On your Mac computer, copy or download the application you want to install
into the Add-on folder in your Palm folder.
2. Double-click the HotSync Manager icon in the Palm™ folder.
3. From the HotSync menu, select Install Handheld Files.
4. From the User pop-up menu, select the name that corresponds to your
handheld.

Shown with Mac OS X

5. Click Add To List.

Shown with Mac OS X

If the file you want to install is not listed in the dialog box, go to the folder to
which you copied the file. Most handheld application files have the extension
PRC or PDB.
6. Select the application(s) you want to install.

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Chapter 4 Working with Applications

7. Click Add File to add the selected application to the Install Handheld Files list.

TIP You can also drag files, or folders of files, to the list in the Install Handheld
Files dialog box. The files are copied to the Files To Install folder.

8. If you need to change the destination of the application you are installing, click
Change Destination in the Install Handheld Files window, and then use the
arrows to move applications between your handheld and an expansion card.

Shown with Mac OS X

9. Click OK to close the Change Destination window.


10. Close the Install Handheld Files window.
11. Perform a HotSync operation to install the selected application(s) on your
handheld. See Chapter 20 for details.

NOTE Files that remain in the list after you perform a HotSync operation were
not installed. This can happen if the file type was not recognized during the
HotSync operation. Expansion cards may hold applications that use files other
than the Palm application files. For your handheld to recognize such a file, you
must first launch the associated application at least once.

Removing applications
If you run out of memory or decide that you no longer need an application you
installed, you can remove applications from your handheld or from an expansion
card. From your handheld, you can remove only add-on applications, patches, and
extensions that you install; you cannot remove the applications that reside in the
ROM portion of your handheld.

To remove an add-on application:


1. Tap the Home icon .
2. Tap the Menu icon .
3. Select Delete on the App menu.
4. Tap the Delete From pick list and select either Handheld or Card. If you want
to delete applications from a card, the card must be seated in the expansion
card slot.

60
Installing and removing applications

5. Tap the application that you want to remove.

6. Tap Delete.
7. Tap Yes.
8. Tap Done.

Removing Palm ™ Desktop software


If you no longer want to use Palm Desktop software, you can remove it from your
computer.
This process removes only the application files. The data in your Users folder
remains untouched.

IMPORTANT If you remove Palm Desktop software, you also remove the HotSync
Manager synchronization software and can no longer synchronize with your
computer. If you want to synchronize data with another personal information
manager (PIM), you need to have Palm Desktop software installed.

NOTE You may need to modify the steps shown here to accommodate the version
of the operating system installed on your computer.

To remove Palm Desktop software from a Windows computer:


1. From the Windows Start menu, select Settings and then click Control Panel.
2. Double-click the Add/Remove Programs icon.
3. Click the Change or Remove Programs button.
4. Select Palm Desktop.
5. Click Change/Remove.
This process removes only the application files. The data in your Users folder
remains untouched.

61
Chapter 4 Working with Applications

6. Click Yes in the Confirm File Deletion checkbox.


7. Click OK.
8. Click Close.

To remove Palm Desktop software from a Mac computer:


1. Insert the Software Installation CD-ROM into the CD-ROM drive on your
computer.
2. Double-click the Software Installation CD-ROM icon on your desktop.
3. Double-click the Palm Desktop Installer icon.
4. From the Easy Install screen, select Uninstall from the pop-up menu.
5. Select the software you want to remove.
6. Click Uninstall.
7. Select the folder that contains your Palm Desktop software files.
8. Click Remove.
9. Restart your computer.

62
CHAPTER 5

Using Calendar

Calendar enables you to quickly and easily schedule appointments or any


kind of activity associated with a time and date. You can attach notes to
Calendar events and set alarms to remind you when they happen.

NOTE Certain tasks are common among several handheld applications. For more
information, see Chapter 4, “Working with Applications.”

To open Calendar:
■ Press the Calendar application button on the front panel of your handheld.
Calendar opens to Agenda View by default.

Calendar application button

TIP Press the Calendar application button repeatedly to cycle through the
Agenda, Day, Week, and Month views.

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Chapter 5 Using Calendar

Working in Agenda View


The Agenda View shows you your daily appointments and events, Task items in
one screen. you can also choose to show messages from your e-mail program.

To display the Agenda View:


■ Tap the Agenda View button.

Tap an appointment to go
to event in Day View

If there is space on the screen, the next


event on your Calendar displays
Tap a task to go to item in Tasks

Status of Task items

Agenda View button

Setting Agenda View display options


You can customize the Agenda View appearance using the Display Options dialog
box. To set the start and stop times for the calendar screens, see “Option menu/
Preferences” later in this chapter.

Default View Choose from the pick list the view that displays when you
open Calendar.
Show Due Tasks Displays tasks that are due today and tasks that are past
due.
Show Messages Shows the number of read and unread e-mail messages.
Background Image Displays a background image in Agenda view.

64
Working in Day View

Working in Day View


Day View shows the calendar of your events for an entire day. Day View is the
working area of Calendar, where you schedule and remove events, and set alarms.

To display the Day View:


■ Tap the Day View button.

Tap to view previous or next day

Tap to select a category to view from pick list


Tap to view repeating Event Details dialog box

Tap to view alarm Event Details dialog box


Tap to view note

Colored circle in category column. The


color indicates the category of the event.

Day View button

Setting Day View display options


You can customize the Day View appearance using the Display Options dialog
box. To set the start and stop times for the calendar screens, see “Option menu/
Preferences” later in this chapter.

Show Category List By default, the Category pick list does not appear at the
top of the screen. You can choose to have the pick list
display by selecting the check box.
Default View Choose from the pick list the view that displays when you
open Calendar.

65
Chapter 5 Using Calendar

Show Time Bars Activates the time bars that appear in the Day View. The
time bars show the duration of an event and illustrate
event conflicts.
Show Category Column Displays the color-coded circle between the time and
event. The color indicates the category the event is filed
under.

Scheduling an event
When you schedule an event, its description appears on the time line, and its
duration is automatically set to one hour.

To schedule an event for the current day:


1. Tap the time line that corresponds to the beginning of the event or tap New.

Tap a
time line

Time bar
shows
duration

Enter event

2. Enter a description of the event. You can enter up to 255 characters.


3. If the event is one hour long, skip to step 5. If the event is longer or shorter than
an hour, tap the time of the event to open the Set Time dialog box.

TIP You can also use the Graffiti® 2 input area to open the Set Time dialog box.
Make sure that no event is selected, and then on the number side of the Graffiti
2 input area, write a number for the start time of the event.

4. Do one of the following:


– Tap the time columns on the right side of the Set Time dialog box to set the
start time, and then tap the End Time box and tap the time columns to set the
end time.
– Tap All Day to automatically insert the start and end time of the event as
defined in your Calendar Preferences.

66
Working in Day View

Start time Tap to scroll to


highlighted earlier hours

Tap to change
Tap to automatically
hours
fill the start and end
times
Tap to change
minutes

Tap to create an
untimed event
Tap to scroll to
later hours

5. Tap OK.
6. Tap a blank area of the screen to deselect the event. A vertical line appears next
to the time, indicating the duration of the event.
If two or more events have the same start and end time, the time appears only
once.

NOTE You can schedule events that span midnight so that they appear in the list of
events for two days. An event spanning midnight is automatically created when your
End Time precedes a Start Time. An event spanning midnight cannot be longer than
24 hours.

To schedule an event for another day:


1. Select the date you want for the event by doing one of the following:
– Tap the day of the week that you want in the date bar at the top of the screen.
If necessary, tap the Previous week or Next week scroll arrows to move to
another week.

Previous Next
week week

Tap to select a day of


the current week

– Press Right or Left on the navigator to scroll to the next or previous day.
– Press Up or Down on the navigator to scroll within the current day.

67
Chapter 5 Using Calendar

– Tap Go To at the bottom of the screen to open the Go to Date dialog box.
Select a date by tapping a year, month, and day in the calendar.

Previous year Next year

Tap to select a
month

Tap to select a
day

Tap to select
current date

2. After you locate the date, follow the steps for scheduling an event for the
current day.

To schedule an untimed event:


1. Select the date that you want for the event.
2. Tap New.
3. Tap No Time, so that no start or end times are defined for the new event.

TIP You can also create a new untimed event by making sure no event is
selected and then writing letters in the Graffiti 2 input area.

4. Enter a description of the event.

New
untimed
event

5. Tap a blank area on the screen to deselect the untimed event.


If you create an event and decide later that there is no particular start or end time,
you can easily change it to an untimed event. Tap the time of the event in the
Calendar screen, tap No Time, and then tap OK.

TIP To attach a note to an entry and work with attached notes, see “Attaching notes”
in Chapter 4.

68
Working in Day View

Scheduling repeating or continuous events


The Repeat function enables you to schedule events that recur at regular intervals
or that extend over a period of consecutive days.

To schedule a repeating or continuous event:


1. Select the event.
2. Tap Details.
3. Tap the Repeat box to open the Change Repeat dialog box.
4. Tap Day, Week, Month, or Year to set how often the event repeats.
For a continuous event, tap Day.
5. On the Every line, enter a number that corresponds to how often you want the
event to repeat
For example, if you select Month and enter the number 2, the event repeats
every other month.
6. To specify an end date for the repeating or continuous event, tap the End on
pick list and tap Choose Date. Use the date picker to select an end date.
7. Tap OK.
After you schedule a repeating or continuous event, the Repeat icon appears at
the far right of the event.

To delete repeating events:


1. Select the record you want to delete.
2. Tap the Menu icon .
3. Select Delete Event from the Record menu.
4. Do one of the following:
– Tap Current to delete only the current event item.
– Tap Future to delete the current and all future event items and reset the end
date of the repeating event to the last shown date.
– Tap All to delete all occurrences of the repeating event.
5. Tap OK.

Setting an alarm for an event


The Alarm setting enables you to set an alarm for events in your Calendar. When
you set an alarm, the Alarm icon appears at the far right of the event. When the
alarm is triggered, a reminder message also appears onscreen.

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Chapter 5 Using Calendar

To set an alarm for an event:


1. Select the event to which you want to assign an alarm.
2. Tap Details.
3. Tap the Alarm check box to select it.
The default setting, 5 Minutes, appears.
4. Tap the pick list to select Minutes, Hours, or Days.
5. Select the 5 and enter any number from 0 to 99 (inclusive) as the number of time
units.

Enter number of
time units here
Tap here to
select unit of time

6. Tap OK.
7. When the reminder message appears onscreen, do one of the following:
– Tap OK to permanently dismiss the reminder and return to the current
screen.
– Tap Snooze to dismiss the reminder and return to the current screen. An
attention indicator blinks in the upper-left corner of the screen to remind you
of the pending alarm, and the reminder message appears again five minutes
later.
– Tap Go To to open Calendar. Calendar will open and display the event
associated with the alarm.
Alarm for untimed events: You can set a silent alarm for an untimed event. In this
case the alarm is triggered at the specified period of minutes, hours, or days before
midnight (beginning) of the day of the untimed event. When the alarm is triggered,
the reminder list displays the alarm message until you clear it. See “Receiving
alerts” in Chapter 4 for details.
For example, you set an alarm for an untimed event that occurs on February 4. If
the alarm is set for 5 minutes, the reminder message appears at 11:55 PM on
February 3. The reminder remains in the reminder list until you turn on your
handheld and dismiss it.

70
Working in Day View

Setting an event location


Events can have a location that appears in the Day view and in the Details view.

To add an event location:


1. Select an event.
2. Tap Details.
3. Tap Location and enter a location.
4. Tap OK.
In Day view, the location appears in parenthesis after the event description.

Rescheduling an event
You can easily make changes to your schedule with your handheld.

To reschedule an event:
1. Select the event you want to reschedule.
2. Tap Details.
3. To change the time, tap the Time box, and then tap a new time.
4. To change the date, tap the Date box, and then tap a new date.
5. Tap OK.

Using categories
Categories are a way to group similar events so that they can be viewed separately.
The color coding in Calendar makes it easy to track events from different categories
when all events are shown. For more information on categories, see “Categorizing
records” in Chapter 4.

To categorize an event:
1. Select the event you want to categorize.
2. Tap Details.
3. Tap Category pick list and select a category
4. Tap OK.

To edit a category or create a new category:


1. Select the event you want to categorize.
2. Tap Details.
3. Tap Category pick list and select a Edit Categories

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Chapter 5 Using Calendar

4. Perform one of the following:


– To edit a category, select a category and tap Edit.
– To create a new category, tap New.
The Edit Category dialog box opens.

5. Enter a new name and select a color.


6. Tap OK.

Working in Week View


Week View shows the calendar of your events for an entire week.

To display the Week View:


1. Tap the Week View button.
2. Tap the navigation controls to move forward or backward a week at a time, or
tap on a column to display details of an event.
The Week View also shows untimed events and events that are before and after
the range of times shown. Continuous events appear in green with the Repeat
icon .

Previous Next week


week

Tap for that day


Bar indicates earlier event
Diamond indicates untimed event

Box indicates event. Color shows category


Dashed line indicates continuous event

Bar indicates later event

72
Working in Month View

3. Tap an event to show a description of the event.

Event details

Tap to show event details.


Tap twice to view the event in Day View.

Week View button

Keep the following points in mind:


■ Tap any day or date that appears at the top of the Week View to move directly
to that day without selecting an event.
■ Press Right and Left on the navigator to scroll to the next or previous week.
■ Press Select on the navigator to insert a highlight, and then press Right and Left
to select a day within the selected week. To go to Day View for that day, press
Select on the navigator again.
■ The Week View shows the time span defined by the Start Time and End Time in
the Calendar Preferences settings. If you have an event before or after this time
span, a bar appears at the top or bottom of that day’s column. Use the onscreen
scroll arrows to scroll to the event, or press Up and Down on the navigator to
scroll to earlier and later time slots within the selected week.

Working in Month View


The Month View screen shows which days have events scheduled.

Previous/next month

Diamond below date indicates untimed event


Dashed line below date indicates continuous event
Dashes on right side indicate events.
Color shows category

Month View button

You can control the types of events that appear in the Month View. See “Setting
Month View display options” later in this chapter.

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Chapter 5 Using Calendar

Keep the following points in mind:


■ Tap a day in Month View to display that day in the Day View.
■ Tap the scroll arrows in the upper-right corner, or press Left or Right on the
navigator to move forward or backward a month.
■ Press Select on the navigator to insert the highlight, and then press Left or Right
on the navigator to scroll to a specific day. Press Select on the navigator to
display that day in the Day View.
Tap the Input Area icon on the status bar to hide the input area so that you can
view the previous and next months

Setting Month View display options


You can customize the Month View appearance using the Display Options dialog
box. To set the start and stop times for the calendar screens, see “Option menu/
Preferences” later in this chapter.

Show Category List By default, the Category pick list does not appear at the
top of the screen. You can choose to have the pick list
display by selecting the check box.
Default View Choose from the pick list the view that displays when you
open Calendar.

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Working in Year View

Timed Event Shows events that have a time range.


Untimed Events Shows events that do not have a time range.
Daily Repeating Events Shows events that repeat every day.

Working in Year View


The Year View screen allows you to view multiple months.

To display the Year View:


■ Perform one of the following:
– From the Options menu, select Year View.
– From the Month View screen, tap the Year Button.

Spotting event conflicts


With the ability to define specific start and end times for any event, you could
schedule events that overlap (an event that starts before a previous event finishes).
An event conflict (time overlap) appears in the Week View as overlapping bars.
The first event created appears as a gray bar, and any subsequent conflicting events
appear as a single red bar. The Day View displays overlapping red brackets to the
left of the conflicting times.

Event
conflict

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Chapter 5 Using Calendar

Beaming events
You can share your calendars with family or business associates by beaming events
and categories. For more information on beaming, see “Beaming data” in
Chapter 3.

To beam an event:
1. Tap the Menu icon .
2. Select Beam Event.

To beam a category of events:


1. Tap the Menu icon .
2. Select Beam Category.
3. The Beam Category dialog box opens.
4. Tap the Category pick list, and then select a category.
5. Tap the Beam events for pick list, and then select a date or date range.
You can select one of the date ranges in the list or create your own range by
selecting Date Range.
If you select Date Range, the Date Range dialog box opens; you can set a start
and end range using the Set Date dialog box.
6. Tap Beam.

To receive a beamed category of events:


■ Perform on of the following in the Receive Category dialog box:
– Tap Add to add a new category or add the events to the current category by
the same name.
– Tap Replace to delete the events in the current category and replace them
with the beamed events.
– Tap the Category pick list, and then select the category you want the events
added to. Then tap Add.

Viewing birthday events


If you have a birthday event set in Contacts, the event displays with the untimed
events. For more information about setting a birthday in Contacts, see “Creating a
contact” in Chapter 7.

To view a birthday event:


■ Tap the event listing.
The Birthday dialog box appears showing the settings.

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Using Calendar menus

Using Calendar menus


Calendar features that are not explained elsewhere in this book are described here.
See “Using menus” in Chapter 4 for information about choosing menu commands.

Record menu
Purge Opens a dialog box where you can choose which old
events to purge from your handheld and whether you
want to archive purged events on your computer.

Send Event Opens a dialog box where you can choose how you want
to send the selected event to another device. The options
available depend on the software installed on your
handheld.

Option menu/Preferences
Opens the Preferences dialog box, where you can customize Calendar’s default
time display and alarm settings.

Start/End Time Defines the start and end times for Calendar screens. If the
time slots you select do not fit on one screen, you can tap
the scroll arrows to scroll up and down.

Alarm Preset Automatically sets an alarm for each new event. The silent
alarm for untimed events is defined by minutes, days, or
hours before midnight at the beginning of the date of the
event.

Alarm Sound Sets the tone of the alarm.

Remind Me Defines how many times the alarm will occur after the
initial occurrence. The choices are Once, Twice, 3 Times,
5 Times, and 10 Times.

Play Every Defines how often the alarm sounds. The choices are
Minute, 5 minutes, 10 minutes, and 30 minutes.

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Chapter 5 Using Calendar

78
CHAPTER 6

Using Card Info

Card Info enables you to review general information about an expansion


card. You can review card contents, rename a card, and format a card.

Reviewing Card Information


You can view the card name, type, available storage space, and a summary of its
contents.

To review Card Information:


1. Tap the Home icon .
2. Tap the Card Info icon .

Review card information

Review summarized
card contents

Renaming a card
You can assign a name to each expansion card that appears in the Category pick
list and in other lists.

To rename a card:
1. Tap the Home icon .
2. Tap the Card Info icon .
3. Tap the Menu icon .
4. Select Rename Card from the Card menu.

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Chapter 6 Using Card Info

5. Enter the new name for the card.


6. Tap Rename.

Formatting a card
Formatting a card destroys all its data and prepares it to accept new applications
and data.

To format a card:
1. Tap the Home icon .
2. Tap the Card Info icon .
3. Tap the Menu icon .
4. Select Format Card from the Card menu.
5. Tap OK.

Managing expansion cards


■ When writing data to an expansion card, wait for your handheld to complete
the operation before removing the card from the slot. This prevents data
corruption or accidental damage to the expansion card.
■ You can install applications to an expansion card after performing an initial
HotSync® operation. See “Installing files and add-on applications” in Chapter 4
for information. For optimal performance, we recommend that you do not
install more than 50 applications to a single expansion card.
■ Reading and writing information on an expansion card uses more battery
power than performing the same task on your handheld. If you have ample
storage space on your handheld, consider copying the information to your
handheld.

NOTE You must store and access MP3TM files from an expansion card.

■ When your handheld’s battery level becomes very low, access to the expansion
card may be disabled to protect your data. If this occurs, recharge your
handheld as soon as possible.

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Using Card Info help

Using Card Info help


Card Info help is available to explain Card Info features.

To access Card Info help:


1. Tap the Home icon .
2. Tap the Card Info icon .
3. Tap the Menu icon .
4. Select Help from the Card menu.

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Chapter 6 Using Card Info

82
CHAPTER 7

Using Contacts

Contacts enables you to maintain names, addresses, phone numbers, and


other information about your personal or business contacts.

NOTE Certain tasks are common among several handheld applications. For more
information, see Chapter 4, “Working with Applications.”

To open Contacts:
■ Press the Contacts application button on the front panel of your handheld.
Contacts opens to display the list of all your records.

Contacts button

TIP Press the Contacts application button repeatedly to cycle through the categories
in which you have records. Pressing and holding the application button will beam
your business card to another handheld. See “Creating a business card” later in this
chapter for information.

Creating a contact
You can create contacts on your handheld, or you can use Palm™ Desktop
software to create contacts on your computer and then transfer the contacts to your
handheld with your next HotSync® operation.

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Chapter 7 Using Contacts

To create a new contact:


1. Press the Contacts application button on the front of your handheld to
display the Contacts list.
2. Tap New.

Tap New

3. Tap each field for which you have contact information and enter the
information. The features described in the following table help streamline and
organize contact data entry.

TIP Tap the scroll arrows to move to the next page of information. See
“Options menus” later in this chapter for information on the custom fields that
appear at the bottom of the Contact Entry screen.

Field name Feature

All fields except numeric The handheld automatically capitalizes the first
and e-mail fields letter of each field. You do not have to use the
Graffiti® 2 capital stroke to capitalize the first letter
of the name.

Title, Company, City, and Text appears for the first logical match that exists in
State your Contacts list. As you enter more letters, a closer
match appears. For example, you may already have
Sacramento and San Francisco in your Contacts list.
As you enter S, Sacramento appears, and as you
continue entering a and n, San Francisco replaces
Sacramento. As soon as the word you want appears,
tap the next field to accept the word.

Address You can enter up to three addresses. Each address


contains five fields: Addr, City, State, Zip Code, and
Country. You can designate an address as work (W),
home (H), or other (O). By default, Contacts enters
the first address as work.

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Creating a contact

Field name Feature

Birthday To enter contact birthday information, do the


following:
1. Tap in the box, use the left and right arrows to
scroll to the year you want, and then tap to select
the birth month and date (or tap Today to select
the current date as the birthday).

TIP If you do not select a year, the current year


is displayed. Tap and hold the left or right arrow
to scroll quickly through the years.

2. If you want a reminder, select the Reminder


check box, enter the number of days in advance
of the birthday that you want the reminder to
appear, and then tap OK.

NOTE Birthdays you enter in Contacts appear


as untimed events in Calendar. If you update
the birthday in Contacts, it automatically
updates in Calendar as well.

4. After you finish entering information, tap Done.

TIP To create a contact that always appears at the top of the Contacts list, begin the
Last name or Company field with a symbol, as in *If Found Call*. This contact can
contain contact information in case you lose your handheld.

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Chapter 7 Using Contacts

Displaying additional contact fields


The Contact Edit screen displays certain fields by default. You can customize the
Contact Edit screen to display additional fields that you want.
If you display an additional field and leave it blank, the field is not displayed when
you return to the Contact Edit screen. You must enter information into the field in
order for it to continue to display on the Contact Edit screen.

To display additional contact fields:


1. Tap the plus button on the lower-right corner of the Contact Edit screen.

Tap here

2. Select the field you want displayed. The fields appear in a preset order on the
Contact Edit screen.

NOTE Each field type can be displayed a certain number of times on the
Contact Edit screen; for example, you can display multiple IM fields. Contacts
sets a maximum number for how many times each field type can appear on the
screen. Once you reach this maximum (for example, the maximum number of
IM fields is displayed), the field type no longer appears on the pop-up list.

Select field

Selecting field types


You can select the types of phone numbers or e-mail addresses, as well as specify
the instant messenger (IM) account, that you associate with a contact. Any changes
you make apply only to the current contact.

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Creating a contact

To select field types in a contact:


1. Tap the contact that you want to change.
2. Tap Edit.
3. Tap the pick list next to the label you want to change.

Tap
triangle

4. For phone numbers and e-mail addresses: Select a new label.

Select from
list

For IM accounts: Select the IM service you want to use, or select IM if you do
not want to specify a service. You must set up an IM account with a service
provider to use IM on your handheld. See “Making connections from Contacts”
later in this chapter for more information.

Select from
list

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Chapter 7 Using Contacts

Changing Contact details


The Contact Details dialog box provides a variety of options that you can associate
with a contact.

To open the Contact Details dialog box:


1. Tap the contact whose details you want to change.

TIP You can also use the navigator to open a contact. See “Using the
navigator” in Chapter 2 for instructions.

2. Tap Edit, and then tap Details.

3. Select any of the following settings:

Show in List Select which type of phone or other information appears in


the Contacts list screen. Your options are Work, Home, Fax,
Other, E-mail, Main, Pager, and Mobile. The identifying
letters W, H, F, O, M, or P appear next to the record in the
Contacts list, depending on which information is displayed.
If you select E-mail, no identifying letter is displayed.

Category Assign the contact to a category.

Private Hide this contact when Security is turned on.

Creating a business card


You can create a contact to contain your business card information: your name,
company, and contact information. You can then beam this business card
information to other handhelds. See “Beaming data” in Chapter 3 for information
on setting up and beaming business card information.

Making connections from Contacts


You can use the contacts in your Contacts list to launch applications that perform
tasks such as dialing a phone number or creating an e-mail or SMS message.
Some of the applications you can launch are included on the CD-ROM that comes
with your handheld, and others may be available from third-party developers and
are sold separately. Most of these applications require a GSM mobile phone (sold
separately) that is compatible with your handheld.

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Making connections from Contacts

Quick Connect
If you have a compatible GSM mobile phone (sold separately), you can use Quick
Connect to select a contact and initiate a related task with one hand, using the
navigator. You can also configure which application opens when you choose a
specific Contacts record field, and whether to add a prefix to all phone numbers.

To use Quick Connect from a contact:


1. Open the contact to which you want to connect.
2. Press Right on the navigator to open the Quick Connect dialog box.

TIP You can also tap the Quick Connect icon in the title bar of the
Contacts record.

3. Select the method you want to use to connect.


Quick Connect initiates the related task. For example, if you tap a phone
number, Quick Connect sends the selected phone number to your mobile
phone.

To use Quick Connect from the Contacts list:


1. Highlight the contact to which you want to connect.
2. Tap the Menu icon .
3. Select Connect on the Record menu.
4. Select the method you want to use to connect.
Quick Connect initiates the related task. For example, if you tap a phone
number, Quick Connect sends the selected phone number to your mobile
phone.

NOTE To use the Quick Connect feature, you must have all the requirements
for that connection type. For example, to connect by tapping an e-mail address,
you must have installed the e-mail application on your handheld and have an
e-mail account with an Internet service provider (ISP). See the documentation
included with the desired connection type for requirements to use that
connection type.

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Chapter 7 Using Contacts

To configure Quick Connect settings:


1. From the Quick Connect dialog box, tap Settings.

2. (Optional) Tap the Number Prefix check box, and then enter a prefix.
For example, to dial 1 before all phone numbers, select this check box and enter
a “1” in this field. The prefix is not added to a number that begins with the “+”
character.
3. Tap each of the pick lists and select the application you want to associate with
that task.
4. Tap OK.

Tap-to-Connect
With Tap-to-Connect, you can select a contact and initiate a related task by tapping
it with the stylus. By default, Tap-to-Connect is not enabled.

To enable Tap-to-Connect:
1. From the Contacts list, tap the Menu icon .
2. Select Option, and then select Preferences.
3. Tap Enable Tap-to-Connect.
4. Tap OK.

TIP You can also configure which application opens when you tap a specific
Contacts record field, and whether to add a prefix to all phone numbers.
See “Quick Connect” earlier in this chapter to learn how to configure these settings.

To make a connection with Tap-to-Connect:


1. Open the contact to which you want to connect.
2. Tap an item.
For example, to dial a phone number, tap the number you want to dial.
To address an e-mail message, tap an e-mail address.

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Making connections from Contacts

3. (Optional) Tap the number to edit it.

For example, you might want to add an area code, a 1, or a country code to a
phone number.

Using Contacts menus


Contacts menu commands that are not explained elsewhere in this book are
described here. See “Using menus” in Chapter 4 for information about selecting
menu commands.
The Record and Options menus differ depending on whether you’re displaying the
Contacts list screen or the Contacts Edit screen.

Record menus
Duplicate Makes a copy of the current record and displays the copy in
Contact Contacts Edit so you can make changes to the copied record. The
copy has the same category and attached notes as the original
record.

Connect Opens the Quick Connect dialog box, where you can choose
which application you want to use to make the connection.

Send Category Opens a dialog box where you can choose how you want to send
all records in the selected category to another device.

Send Contact Opens a dialog box where you can choose how you want to send
the selected contact to another device.

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Chapter 7 Using Contacts

Options menus
Preferences Opens a dialog box where you can choose Contacts display
options.

Remember Last Category. Determines how Contacts appears


when you return to it from another application. If you select this
check box, Contacts shows the last category you selected. If you
deselect it, Contacts displays the All category.

Rename Custom These custom fields appear at the end of the Contacts Edit
Fields screen. Rename them to identify the kind of information you
enter in them. The names you give the custom fields appear in
all contacts.
You can use these custom fields to track additional information
in your Contacts records, such as names of spouses, children, or
any other details.

About Contacts Shows version information for Contacts.

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CHAPTER 8

Using Palm™ Dialer

Palm™ Dialer is a fast and simple way to use your handheld to dial a
telephone number on your mobile phone. The Palm Dialer also allows you
to speed-dial frequently called numbers and to log recently called numbers.

IMPORTANT Your mobile phone plan must be a Global System for Mobile
Communications (GSM) phone in order to use Palm Dialer.

To open Palm Dialer:


1. Tap the Home icon .
2. Tap the Palm Dialer icon .

Configuring phone preferences and connecting to your mobile phone


You need to configure the phone preferences of your handheld and connect your
handheld to your mobile phone before you use Palm Dialer. For information on
configuring your phone preferences, see Chapter 21. For information on
connecting your handheld to your mobile phone, see “Setting up a phone
connection” in Chapter 12.

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Chapter 8 Using Palm™ Dialer

Dialing a number
Palm Dialer allows you to directly dial a number from your handheld.

To dial a number:
1. Tap the telephone number on the keypad.

Digits appear in the numeric display

Enter phone number and tap Dial

Tap Clear to delete digit from numeric display. Tap


and hold to clear entire numeric display

Tap and hold the 0 key to add a + (plus) to the


number sequence

2. Tap Dial.

Redialing the most recently dialed number


You can quickly redial the most recently dialed number from the Dialer screen.

To redial the most recently dialed number:


1. Tap Dial when the numeric display is empty.
2. Tap Dial again.

The most recently dialed displays

Tap Dial

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Using speed dial

Using speed dial


Speed dialing allows you to quickly dial ten of your most commonly used
numbers.

To add a speed-dial entry:


1. Tap Speed.
2. Tap an empty speed-dial button.

Tap empty speed-dial button

3. Enter a name and telephone number.


4. Tap OK.
The name appears on the speed-dial button.
5. Tap Done.

To dial a speed dial entry:


1. Tap Speed.
2. Tap one of the speed-dial buttons.
The number is dialed and added to the Call History list. You are now ready to
communicate over your mobile phone.

To edit a speed-dial entry:


1. Tap Speed.
2. Tap Edit.

TIP You can also go directly to the Edit Entry dialog box by tapping and
holding a speed-dial button.

3. Tap an entry.
4. Edit the entry and tap OK.

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Chapter 8 Using Palm™ Dialer

Dialing a number from the Call History list


You can dial a number using the Call History list of 11 of the most recently dialed
numbers.

To dial a number from the Call History list:


1. Tap History.
2. Tap an entry from the list.
3. Tap Dial.
The number is dialed and you are now ready to communicate over your mobile
phone.

96
CHAPTER 9

Using Expense

Expense enables you to keep track of your expenses and then transfer the
information to a spreadsheet on your computer.

NOTE Certain tasks are common among several handheld applications. For more
information, see Chapter 4, “Working with Applications.”

To open Expense:
1. Tap the Home icon .
2. Select the Expense icon .

Adding expense items


You can sort your Expense items into categories.

To add an expense item:


1. Tap New.

Cursor of
new item

Tap New

2. Enter the amount of the expense.

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Chapter 9 Using Expense

3. Tap the Expense type pick list and select a type from the list.
As soon as you select an expense type, your handheld saves your entry. If you
do not select an expense type, it does not save the entry.

Tap here

TIP To attach a note to an entry and work with attached notes, see “Attaching notes”
in Chapter 4.

Changing the date of an Expense item


You can change the date associated with any Expense item.

To change the date of an Expense item:


1. Tap the Expense item you want to change.
2. Tap the date of the selected item.
3. Tap the new date.

Entering receipt details


Expense provides a variety of options that you can associate with an item.

To open the Receipt Details dialog box:


1. Tap the Expense item to which you want to assign details.
2. Tap Details.

98
Customizing the Currency pick list

3. Select any of the following options:

Category Opens a pick list of system and user-defined categories.


See “Categorizing records” in Chapter 4 for more information.

Type Opens a pick list of expense types.

Payment Enables you to choose the payment method for the Expense item.
If the item is prepaid (such as airline tickets supplied by your
company), you can choose Prepaid to place your expense in the
appropriate company-paid cell of your printed expense report.

Currency Enables you to choose the type of currency used to pay the
Expense item. The default currency unit is defined in the
Preferences dialog box. You can also display up to four other
common types of currency. See “Customizing the Currency pick
list” later in this chapter for more information.

Vendor and Enables you to record the name of the vendor (usually a company)
City associated with the expense and the city where the expense was
incurred. For example, a business lunch might be at Rosie’s Cafe
in San Francisco.

Attendees Lookup displays the names in your Contacts that have data In the
company field, you can add these names to a list of attendees
associated with an expense record.

4. Tap OK.

Customizing the Currency pick list


You can select the currencies and symbols that appear in the Currency pick list.

To customize the Currency pick list:


1. Tap the Currency pick list in the Receipt Details dialog box, and then select Edit
currencies.

Tap Edit
currencies

2. Tap each Currency pick list and select the country whose currency you want to
display on that line.

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Chapter 9 Using Expense

3. Tap OK to close the Select Currencies dialog box.


4. Tap OK.

Changing the default currency


You can select which currency appears by default when you’re entering Expense
items.

To change your default currency:


1. Open Expense.
2. Tap the Menu icon .
3. Select Options, and then select Preferences.
4. Tap the Default Currency pick list.
5. Tap the currency symbol that you want to appear in Expense.
6. Tap OK.

Defining a custom currency symbol


If the currency you want to use is not in the list of countries, you can create your
own custom country and currency symbol.

To define a custom currency symbol:


1. Tap the Menu icon .
2. Select Options, and then select Custom Currencies.
3. Tap one of the four Country boxes.
4. Enter the name of the country and the symbol that you want to appear in
Expense.
5. Tap OK to close the Currency Properties dialog box.
6. Tap OK.

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Setting Show Options

Setting Show Options


Show Options defines the sort order and other settings that relate to your Expense
items.

To open the Show Options dialog box:


1. In the Expense list, tap Show.
2. Select any of the options.

Tap Show

Sort by Enables you to sort expense items by date or type.

Distance Enables you to display Mileage entries in miles or kilometers.

Show currency Shows or hides the currency symbol in the Expense list.

3. Tap OK.

Working with Expense data on your computer


After you enter your expenses into the Expense application on your handheld and
you perform a HotSync® operation, Palm™ Desktop software enables you to do
any of the following on your Windows computer. See the Palm Desktop software
online help for details. This feature is not available on Mac computers.
■ Add, modify, and delete your Expense data.
■ Organize your Expense data by category, amount, date, type, or notes.
■ View Expense data in various formats: List, Large Icons, or Small Icons.
■ Record individual expenses in various currencies and display the total in one
selected currency type.
■ Print Expense reports.
■ Transfer Expense data to other applications, such as Microsoft Excel, using the
Send command or Export command, and import data in popular file formats.

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Chapter 9 Using Expense

Setting the automatic fill preference


Automatic fill enables you to select an expense type by writing the first letter of an
expense type. For example, if you write the letter T, it enters the “Taxi” expense
type. Writing T and then E enters “Telephone,” which is the first expense type
beginning with the letters TE.
To set automatic fill:
1. Tap the Menu icon .
2. Select Options, and then select Preferences.
3. Tap the checkbox to select or deselect automatic fill.

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CHAPTER 10

Using Memos

Memos provides you with a place to take notes that are not associated with
records in Calendar, Contacts, or Tasks. The number of memos you can store
depends only on the memory available on your handheld.

NOTE Certain tasks are common among several handheld applications. For more
information, see Chapter 4, “Working with Applications.”

To open Memos:
1. Tap the Home icon .
2. Select the Memos icon .

Creating memos
This section describes how to create a memo. Each memo you create can be up to
approximately 32KB in size.

To create a new memo:


1. Open Memos.
2. Tap New.

Tap New

TIP In the Memo list screen, you can also begin writing in the input area to
create a new memo. The first letter is automatically capitalized and begins your
new memo.

3. Enter the text you want to appear in the memo. Use the carriage return stroke
to move down to new lines in the memo.
4. Tap Done.

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Chapter 10 Using Memos

Reviewing memos
The first line of a memo appears in the Memo list. This makes it easy to locate and
review your memos.

To review a memo:
1. From the Memo list, select the text of the memo.

TIP You can also select, review, and move between memos with the navigator.
See “Using the navigator” in Chapter 2 for details.

Select a memo
to review

2. Review or edit the text in the memo, and then tap Done.

Using Memos menus


Memos menu commands that are not explained elsewhere in this book are
described here. See “Using menus” in Chapter 4 for information about selecting
menu commands.
The Record and Options menus differ depending on whether you’re displaying the
Memo list or an individual memo.

Record menus
Send Category Opens a dialog box where you can choose how you want to
send all records in the selected category to another device.

Send Memo Opens a dialog box where you can choose how you want to
send the selected memo to another device.

Options menus
Preferences Displays the Memo Preferences dialog box, where you define
the sort order for memos.

About Memos Shows version information for Memos.

104
CHAPTER 11

Using Note Pad

Note Pad provides a place to take notes in your own handwriting. You can
use Note Pad to do everything you might do with a piece of paper and a
pencil.

NOTE Certain tasks are common among several handheld applications. For more
information, see Chapter 4, “Working with Applications.”

To open Note Pad:


■ Press the Note Pad application button on the front panel of your handheld. Note
Pad opens to display the list of all your records.

Note Pad button

TIP Press the Note Pad application button repeatedly to cycle through the categories
in which you have records.

Creating a note
A record in Note Pad is called a note. You can assign notes to categories and mark
them private as described in Chapter 4. This section covers how to create a note.

To create a new note:


1. Tap New.

Enter title here

Write
information
here

Pen selector

Eraser

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Chapter 11 Using Note Pad

2. Write the information directly on the handheld screen.


Tap the pen selector to select a different pen width, or select the eraser to remove
unwanted strokes.
3. (Optional) Select the time at the top of the screen, and then enter a title using
Graffiti® 2 writing.
4. Tap Done.

To clear the screen:


1. Tap the Menu icon .
2. Select Edit, and then select Clear Note.

Reviewing notes
The note title and the date you created the note appear in the Note Pad list. If you
did not assign a title to your note, the time you created the note appears as the note
title. This makes it easy to locate and review your notes.

To review a note:
1. In the Note Pad list, select the note title.

TIP You can also select, review, and move between notes with the navigator.
See “Using the navigator” in Chapter 2 for details.

Tap arrows to scroll to


next and previous notes

Select a
note to view

2. Review or edit the contents of the note.


3. Tap Done.

Changing Note Pad color settings


By default, your notes appear with a white “paper” background, and the ink from
the pen is blue. You can change the color of both the paper and the ink from the
pen. Your color selections apply to all your notes. You cannot change the color
settings for individual notes.

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Setting an alarm for a note

To set the colors:


1. In the Note Pad list, tap the Menu icon .
2. Select Options, and then select Preferences.
3. Tap Color.
4. Tap Pen, and then tap the color of ink you want to use.
5. Tap Paper, and then tap the color of paper you want to use.
6. Tap OK.

Setting an alarm for a note


You can set an alarm for a specific time and date to remind you to follow up on
a note.

To set an alarm for a note:


1. Tap the note to which you want to assign an alarm.
2. Tap the Menu icon .
3. Select Options, and then select Alarm.
4. Tap the Date box.
5. Tap the year, month, and date you want the alarm to sound.
After you tap the date, the Set Alarm dialog box reappears.
6. Tap the Time box.
7. Tap the hour and minute columns to select the time you want the alarm to occur.
8. Tap OK.
9. When the alarm goes off and the reminder message appears onscreen, do one of
the following:
– Tap OK to permanently dismiss the reminder and return to the current
screen.
– Tap Snooze to dismiss the reminder and return to the current screen. An
attention indicator blinks in the upper-left corner of the screen to remind
you of the pending alarm, and the reminder message appears again in
five minutes. When the reminder message reappears, the current time
appears in the Reminder bar and the note title appears on the screen.
– If you did not title the note, the time the note was created appears on the
screen.
– Tap Go To to open Note Pad. Note Pad will open and display the note
associated with the alarm.

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Using Note Pad menus


Note Pad features that are not explained elsewhere in this book are described
here.See “Using menus” in Chapter 4 for information about selecting menu
commands.

Record menu
The Record menu is the same when you’re viewing the Note Pad list and an
individual note.

Send Category Opens a dialog box where you can choose how you want to send
all records in the selected category to another device. The
options available depend on the software installed on your
handheld.

Send Note Opens a dialog box where you can choose how you want to send
the selected note to another device. The options available
depend on the software installed on your handheld.

Compatibility Displays the Compatibility dialog box, where you can choose to
beam notes to a previous version of Note Pad.

Options menus
The Options menu differs depending on whether you’re viewing the Note Pad list
or an individual note.

Preferences Displays the Note Pad Preferences dialog box, where you define
the pen and paper color, the sort order for notes, and the alarm
sound.

Details Displays the Note Details dialog box, where you assign a
category and privacy option for a note.

About Note Pad Shows version information for Note Pad.

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CHAPTER 12

Using Phone Link

Phone Link helps you configure a connection between your handheld and
a compatible mobile phone. You can connect to a compatible mobile phone
using any of the following methods:
■ Bluetooth™ technology: A wireless link that enables you to connect to a
Bluetooth mobile phone that is within 10 meters (approximately 30 feet) of your
handheld. See “Bluetooth Preferences” in Chapter 21 for additional information
on Bluetooth technology.
■ Infrared communication: A wireless link that enables you to connect to an
infrared-enabled mobile phone within 1 meter (approximately 39 inches) of
your handheld. The infrared ports on the two devices must be aligned and the
path between the two devices must be clear of obstacles. See “Beaming data” in
Chapter 3 for more information about your handheld’s infrared capabilities.
■ A wire-based link that connects your handheld to a
A serial cable connection:
mobile phone with a physical cable.
Serial cables and mobile phones that are enabled with infrared or Bluetooth
technology are sold separately.

What can you do with a phone connection?


When your handheld is linked to a mobile phone and your mobile phone carrier
supports the required services, you can do the following:
■ Access the Internet:Use a high-speed wireless data service—such as General
Packet Radio Service (GPRS)—or data services and an Internet service provider
(ISP) dial-up account, to access the Internet and browse the web. See Chapter 18
for more information.
■ Check and send e-mail: Use a high-speed wireless data service, or data services
and a dial-up connection, to access your POP3 or IMAP e-mail account. See
Chapter 16 for more information.
■ Dial telephone numbers from your Contacts: Use the Quick Connect and
Tap-to-Connect features with a Global System of Mobile Communications
(GSM) mobile phone to dial directly from your Contacts. See “Making
connections from Contacts” in Chapter 7 for details.

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■ Exchange SMS messages: Use a GSM phone carrier service to send and receive
short text messages. See Chapter 14 for more information.
■ Use Palm™ Dialer to dial numbers on your phone: You can use the phone keypad
displayed on your handheld to dial numbers on your GSM mobile phone. See
Chapter 8 for more information.
A GSM mobile phone, GSM network service, data service, high-speed wireless
data service, and an ISP account with a dial-up connection are not included with
your handheld.

Setting up a phone connection


The instructions in this section assume that you have already installed the desktop
software that came with your handheld and that you have performed at least one
HotSync® operation.

To configure a phone connection on your handheld:


1. If you are establishing a Bluetooth connection with a phone, you must first turn
on Bluetooth communication and turn on the Discoverable setting on your
handheld. See “Bluetooth Preferences” in Chapter 21 for instructions.
2. Tap the Home icon .
3. Select the Phone Link icon .
4. Tap the Phone Connection box.
The Connection Setup screen appears.

5. Tap the Manufacturer pick list and select your phone’s manufacturer.

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Setting up a phone connection

6. Tap the Model pick list and select your phone model.
If your phone model does not appear on the list, either you need to download
and install a driver for your phone (see “Updating the phone files on your
handheld” later in this chapter) or your phone is not supported at this time.

7. Tap Next.
8. Tap the Via pick list and select the method you want to use to connect:
Bluetooth, Infrared, or Cable.
The Via pick list options vary based on the phone model.
9. Tap Next.
10. If you selected Infrared or Cable in step 8, skip to “Configuring network service
settings for your phone” later in this chapter. If you selected Bluetooth in step 8,
complete the steps in the procedure that follows.

To configure Bluetooth settings for your phone connection:


1. For details, place your phone into the mode where it can accept Bluetooth
pairing from another device. See the documentation that came with your
phone.
2. Wait for your handheld to discover your phone.
When your handheld discovers a Bluetooth phone, it displays a screen similar
to the screen that follows.

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3. Select your phone from the list.


If your phone doesn’t appear on the list, tap Find More, and select your phone’s
name when it appears on the list.
4. Tap Next.
Your handheld connects to your phone.
5. When prompted to create a trusted connection, tap Next.
6. Enter a passkey for this connection on your phone, and then tap OK.
A passkey is a unique identifier that enables secure data exchange between two
Bluetooth devices that have formed a connection with each another. The
passkey is stored on both devices and you must enter the same passkey on both
your handheld and phone. If Phone Link is unable to validate the same passkey
on both your handheld and your phone, an error message appears and you are
given the option to try connecting again. If you need additional information
about connecting your phone, refer to the Phone Pairing Handbook at
www.palm.com/support.

7. When prompted to create a trusted connection, tap Next.


8. Enter a passkey for this connection on your handheld, and then tap OK.

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Setting up a phone connection

9. When the Confirmation dialog box appears, tap Yes.

IMPORTANT If you tap No in the Confirmation dialog box, the link between your
phone and handheld will not work.

10. Tap Done.

The Network Service dialog box appears.

11. Tap Yes, and then follow the instructions in the next section to set up network
services for your phone.

Configuring network service settings for your phone


If you want to use your handheld to connect to the Internet and to send and receive
e-mail, you must configure network service settings for your phone.

To configure a GPRS high-speed wireless data service connection for your phone:
1. After tapping Yes in step 11 of the preceding procedure, tap Next on the
Network Service Setup screen.
If you do not see the Network Service Setup screen, tap the Home icon , select
the Phone Link icon , and then tap the Network Service box.
2. Tap Yes when asked if you subscribe to a high-speed data service.
3. Tap Next.
4. Tap the Select the area... pick list and select your mobile phone carrier’s location.

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5. Tap the Select your carrier pick list and select your mobile phone carrier.

If your mobile phone carrier does not appear on the list, either you need to
download and install the settings for your mobile phone carrier (see “Updating
the phone files on your handheld” later in this chapter) or your carrier is not
supported at this time.
6. Tap Next.
7. Tap Done.

To configure a dial-up connection:


1. After tapping Yes in step 11 of the “To configure Bluetooth settings for your
phone connection:” procedure, tap Next on the Network Service Setup screen.
If you do not see the Network Service Setup screen, tap the Home icon , select
the Phone Link icon , and then tap the Network Service box.
2. Tap No when asked if you subscribe to a high-speed data service.
3. Tap Next.
A screen appears informing you that you are about to set up a dial-up
connection for your ISP.
4. Tap Next.
5. Tap the Phone # field and enter the phone number you use to connect to
your ISP.

6. Tap the Username field and enter the name you use when you log in to your ISP
account.

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Setting up a phone connection

7. Tap the Password box and enter the password for your ISP account.
8. Tap Next.
9. Tap Done.

Updating the phone files on your handheld


The Phone Link Updater application on your computer guides you through the
process of updating the telephony files on your handheld.
The instructions in this section assume that you have already installed the desktop
software that came with your handheld and that you have performed at least one
HotSync operation. You also need Internet access to download the most recent
phone files during the installation.

To update the phone files from your Windows computer:


1. If you are establishing a Bluetooth connection with a phone, you must first turn
on Bluetooth communication and turn on the Discoverable setting on your
handheld. See “Bluetooth Preferences” in Chapter 21 for instructions.
2. From the Windows Start menu, select Programs, select Palm Desktop, and then
click Phone Link Updater.
3. Follow the instructions on the screen and click Next and Back to navigate
between the screens as you do the following:
a. Select your phone’s manufacturer and model.
If your phone is not listed, you cannot create a connection to your phone at
this time; try running Phone Link Updater again at a later date to see if a new
driver is available.
b. Download phone driver updates from the Internet.
c. Select the region where you are located.
d. Select your mobile phone carrier service.
e. Select your handheld’s username.
4. After prompted, perform a HotSync operation.
After the HotSync operation is complete, the phone files are installed on your
handheld.
5. Click Finish.
If you need additional information about connecting your phone, refer to the Phone
Pairing Handbook for PalmTM TungstenTM T Handhelds at www.palm.com/support.

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To update the phone files from your Mac computer:


1. If you are establishing a Bluetooth connection with a phone, you must first turn
on Bluetooth communication and turn on the Discoverable setting on your
handheld. See “Bluetooth Preferences” in Chapter 21 for instructions.
2. Download the correct driver for your phone from www.palm.com/support.
3. Install the phone driver as you would install any other add-on application.
See “Installing files and add-on applications” in Chapter 4 for details.
4. Perform a HotSync operation.
If you need additional information about connecting your phone, refer to the Phone
Pairing Handbook for PalmTM TungstenTM T Handhelds at www.palm.com/support.

Using phone connections


After you update the phone files and configure a link between your handheld and
your phone, you are ready to make connections. Depending on the type of link you
configured (infrared, cable, or Bluetooth), refer to the appropriate set of
instructions in this section.
By default, your handheld disconnects automatically when the connection is
inactive for one minute.
If you used the Network Preferences screen to set up multiple network service
profiles, you can choose a different service when you establish a connection.
See “Network Preferences” in Chapter 21 for information on setting up multiple
network service profiles.

To make an infrared connection:


1. Turn on your handheld and your mobile phone.
2. Activate the infrared port on your phone.
3. Align the infrared port on your handheld with the infrared port on your phone.
4. Launch the application that requires the phone connection.
For example, to access the Internet, launch a web browser application.

To make a cable connection:


1. Connect the cable to your handheld and mobile phone.
2. Turn on your handheld and your mobile phone.
3. Launch the application that requires the phone connection.
For example, to access the Internet, launch a web browser application.

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Using phone connections

To make a Bluetooth connection:


1. Turn on your handheld and your mobile phone.
2. Activate Bluetooth on your handheld and phone.
3. Make sure your phone is within 10 meters (approximately 30 feet) of your
handheld.
4. Launch the application that requires the phone connection.
For example, to access the Internet, launch Palm™ Web Browser Pro.

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CHAPTER 13

Using Palm™ Photos

Palm™ Photos enables you to view, manage, and share photos on your
handheld or on an expansion card. Use Palm Photos to locate, organize, and
play a slide show of your photos, as well as exchange photos with other
applications and devices.

NOTE Certain tasks are common among several handheld applications. For more
information, see Chapter 4, “Working with Applications.”

To open Palm Photos:


1. Tap the Home icon .
2. Tap the Photos icon

Viewing photos
You can use Palm Photos to transfer photos from your computer or receive photos
beamed from another device, and then view the photos on your handheld. You can
also view photos from an expansion card inserted into your handheld.
You can view the following types of photos:
■ JPG files
■ BMP files
■ TIFF files
■ GIF files

Viewing photos in Thumbnail view


Thumbnail view displays miniature versions of your photos so that you can see
several photos on the screen at the same time. Use this view to browse through
photos or to locate a photo when you don’t know the name of the photo.

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To view photos in Thumbnail view:


1. Tap the Thumbnail icon .

Album
pick list

Select a photo
to view

Thumbnail icon

2. Tap the Album pick list in the upper-right corner, and then select the album you
want to view.
3. Tap the thumbnail of the photo you want to view.

TIP You can also select a photo with the navigator. Press Select on the
navigator to insert the highlight, press Up, Down, Right, or Left to highlight a
specific photo, and then press Select to view the photo.

4. Tap anywhere on the screen to return to Thumbnail view.

Viewing photos in List view


List view displays a list of your photos so that you can see the names and dates
associated with your photos. Use this view to locate a photo when you know the
name or the date the photo was created.

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Viewing photos

To view photos in List view:


1. Tap the List icon .

Tap and drag divider


to resize columns
Album
pick list

Select a photo
to view

List icon

2. Tap the Album pick list in the upper-right corner, and then select the album you
want to view.
3. Tap the name of the photo you want to view.
4. Tap anywhere on the screen to return to List view.

Sorting photos in List view


In List view, you can sort photos in ascending or descending order by name or
date.

To sort photos in List view:


1. Tap a column heading to sort the photos based on that item.

Tap here to Tap here to


sort by name sort by date

2. Tap the column heading to sort the photos in reverse order.

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Viewing a slide show


A slide show is a sequential presentation of each of the photos in the current
album.

NOTE The status bar does not display during a slide show.

To view a slide show:


1. Tap the Album pick list in the upper-right corner, and then select the album you
want to view.
2. Tap Slide Show.
Album Album
pick list pick list

Tap Slide Show Tap Slide Show

To adjust the delay between photos during a slide show:


1. Tap the Menu icon .
2. Select Options, and then select Preferences.

3. Tap the pick list, and then select the delay interval: 1 second, 2 seconds,
3 seconds, 5 seconds, or 1 minute.
4. Tap OK.

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Viewing photos

Rotating photos
If a photo appears in the wrong orientation, you can rotate the photo.

To rotate a photo:
1. Tap the Menu icon .
2. Select Photo, and then select Rotate.

3. Tap the photo you want to rotate.


4. Select the new orientation, and then tap Done.

Viewing photo information


The Photo Details dialog box enables you to view information about a photo and
to change the photo name, assign it to an album, add a note about the photo, and
delete a photo.

To review photo information:


1. Tap the Menu icon .
2. Select Photo, and then select Details.

3. Tap the photo for which you want to view information.


4. Review or edit the information, and then tap Done twice.

TIP You can press Right or Left on the navigator to change photo information.

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Creating an album
The process for creating a new photo album is identical to the process for creating
a new category in your other handheld applications.

To create an album:
1. Tap the Album pick list in the upper-right corner.
2. Select Edit Albums.

Tap New

3. Tap New.
4. Enter a title for the album.
5. Tap OK, and then tap Done.

Filing photos in albums


You can organize the photos on your handheld by filing them into different
albums. You cannot file photos stored on an expansion card in albums.

To file photos in albums:


1. Tap the Album pick list in the upper-right corner, and then select the album to
which you want to add photos.

Tap Organize

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Copying photos

2. Tap Organize.
Plus signs appear next to the photos that are part of the selected album.
3. Tap any photos you want to add to the current album.
A plus sign appears next to each photo you select.

TIP You can also tap and drag to select adjacent photos.

4. Tap any photos you want to remove from the current album.
The plus signs next to the selected photos disappear.
5. Tap Done.

Copying photos
The Copy command enables you to make a copy of a photo on your handheld or
on an expansion card. When you copy a photo from an expansion card to your
handheld, a number is appended to the photo name. If a photo was originally
larger than the display area on your handheld (320 x 320 pixels or 320 x 480 pixels),
then the photo is scaled to fit within the display area, and the aspect ratio is
maintained.

To copy photos:
1. Tap the Menu icon .
2. Select Photo, and then select Copy.
3. Tap the photo(s) you want to copy.
A plus sign appears next to the photo(s) you select.

TIP You can also select a photo with the navigator. Press Select on the
navigator to insert the highlight, press Up, Down, Right, or Left to highlight a
specific photo, and then press Select to view the photo.

4. Tap Copy.

Tap Copy

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Renaming or deleting an album


You can rename or delete any of the albums that you create. You cannot rename or
delete the Unfiled album.

To rename an album:
1. Tap the Album pick list in the upper-right corner.
2. Select Edit Albums.
3. Select the album you want to rename.
4. Tap Rename, and then enter the new name.
5. Tap OK, and then tap Done.

To delete an album:
1. Tap the Album pick list in the upper-right corner.
2. Select Edit Albums.
3. Select the album you want to delete, and then tap Delete.
4. When the confirmation dialog box appears, tap Delete.
5. Tap Done.

Beaming photos
The Beam command enables you to beam photos to other devices that are enabled
with infrared (IR) technology. The receiving device must have an application that
can display photos. For instructions on beaming a single photo, see “Beaming
data” in Chapter 3. Follow the steps below to beam multiple photos.

To beam photos:
1. Tap the Menu icon .
2. Select Photo, and then select Beam.

Tap Beam

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Deleting photos

3. Tap the photos you want to beam.


A plus sign appears next to the photos you select.
4. Tap Beam.
5. Point the IR port on your handheld at the IR port on the receiving device.
See “Sending data” in Chapter 3 for additional information on beaming data.

Deleting photos
If you no longer want a photo on your handheld or expansion card, you can delete
the photo.

To delete photos:
1. Tap the Menu icon .
2. Select Photo, and then select Delete.

Tap Delete

3. Tap the photo(s) you want to delete.


An X appears next to the photo(s) you select.
4. Tap Delete.
5. When the confirmation dialog box appears, tap Delete.

Working with photos on your computer


After you perform a HotSync® operation to synchronize photos from your
handheld onto your Windows computer, Palm™ Desktop software enables you to
do any of the following on your computer. See the Palm Desktop software online
Help for details.
■ View photos in various formats: List, Thumbnails, Details, and Editor with a
Handheld preview.
■ Drag photos onto the Palm Quick Install icon or the Palm Photos desktop
window to install them on your handheld or on an expansion card during the
next HotSync operation.

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■ Modify and delete your photos.


■ Organize your photos and add notes.
■ Transfer photos to other applications using the Send command or Export
command, and import data in popular file formats.
For information on working with photos on your Mac computer, open the Palm
folder, open the Documentation folder, and double-click the Photo and Audio
Readme file.

Using Palm Photos menus


Palm Photos menu commands that are not explained elsewhere in this book are
described here. See “Using menus” in Chapter 4 for information about selecting
menu commands.

Options menu
About Photos Shows version information for Palm Photos.

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CHAPTER 14

Using SMS

SMS enables you to send and receive short text messages using your
handheld and a Global System for Mobile Communications (GSM) phone.
SMS allows you to receive records associated with other applications, such
as Calendar events. You can add such records to the associated application
or view the information as a text message.

IMPORTANT Your mobile phone plan must be a GSM phone and must enable you to
send and receive SMS messages in order for you to use SMS.

To open SMS:
1. Tap the Home icon .
2. Tap the pick list in the upper-right corner of the screen.
3. Tap Main.
4. Tap the SMS icon .

Configuring phone preferences and connecting to your mobile phone


You need to configure the phone preferences of your handheld and connect your
handheld to your mobile phone before you use SMS. Whenever you send or
receive messages in SMS, your handheld must be connected to your mobile phone.
For more information on configuring your phone preferences, see Chapter 21. For
more information on connecting your handheld to your mobile phone, see “Setting
up a phone connection” in Chapter 12.

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Using the navigator in SMS


You can use the navigator on your handheld to work in SMS.

To navigate in SMS list screens:


■ Press Up or Down on the navigator to scroll an entire screen of messages.
■ Press and hold Up or Down to scroll quickly.
■ Press Select to insert a highlight.
■ When a message is highlighted, you use the navigator as follows:
– Press Select again to view the selected message.
– Press Up or Down to scroll to the previous or next message.
– Press Left to remove the selection highlight.

To navigate in message screens:


■ Press Up or Down to scroll within the current message.
■ Press Right or Left to scroll to the previous or next message.
■ Press Select to return to the list screen.

Creating messages
When you create a message, the title bar indicates the number of characters the
message contains.

To create a message:
1. From any SMS list view, tap New.
2. Tap To.

Tap To

Tap New Tap Send Tap Outbox

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Sending and receiving messages

3. Tap the recipient’s name, and then tap Add.

TIP To send a message to someone who isn’t in your Contacts list, enter that
person’s mobile phone number on the To line.

4. Enter the message text.


5. Connect to your phone. See “Setting up a phone connection” in Chapter 12.
6. Tap Send to send the message now, or tap Outbox to send the message later.

NOTE Tapping Send does not send any of the other messages in your Outbox.
It sends only the current message.

Sending and receiving messages


You can send all the messages in your Outbox and retrieve all the new messages
from your mobile phone at the same time.

To send and receive messages at the same time:


1. Connect to your phone. See “Setting up a phone connection” in Chapter 12.
2. From any SMS list view, tap Send & Check.
When the transmission finishes, a message appears, indicating the number of new
messages you received.

To send all messages in your Outbox:


1. Connect to your phone. See “Setting up a phone connection” in Chapter 12.
2. From any SMS list view, tap the Menu icon .
3. Tap Send from the Message menu.

To download all messages from your phone:


1. Connect to your phone. See “Setting up a phone connection” in Chapter 12.
2. From any SMS list view, tap the Menu icon .
3. Tap Check from the Message menu.

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Viewing messages
SMS stores your messages in five categories:

Inbox Stores messages downloaded from your phone.

Outbox Stores messages waiting to be sent.

Trash Stores messages you deleted. You can restore deleted messages to
their original category.

Archive Files messages you want to keep.

Draft Stores messages you want to change or review before you send
them.

To view text messages in your Inbox:


1. Tap the category pick list in the upper-right corner.
2. Tap Inbox.

Unread Message contains data


message from an application

Read
message

3. Tap the message you want to view.


4. Tap one of the following:

Done Returns to the list view.

Reply Creates a message to the sender and copies any selected text into
the new message.

Delete Moves the message to the Trash category.

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Working with draft messages

To view data messages in your Inbox:


1. Tap the category pick list in the upper-right corner.
2. Tap Inbox.

3. Tap the message you want to view.


4. Tap Yes to add the data to the appropriate application, or tap No to view the raw
data.

Working with draft messages


When you create a message, you can save it as a draft message.

To place a message in the Draft category:


1. Create or open the message you want to store in the Draft category.
2. From the Message view, tap the Menu icon .
3. Tap Draft from the Message menu.

To view or edit draft messages:


1. Tap the category pick list in the upper-right corner.
2. Tap Draft.
3. Tap the message you want to edit.
4. In the message view, tap Edit.

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Chapter 14 Using SMS

5. Edit the message.


6. Tap one of the following:

Send Sends the message now.

Outbox Moves the message to the Outbox to be sent later.

Cancel Opens a dialog box that asks if you want to save the message in
the Draft category. Tap Yes to keep your changes and return the
message to the Draft category. Tap No to discard your changes
and return the message to the Draft category.

Adding a signature to a message


A signature is text that appears at the end of a message.

To define a signature:
1. Tap the Menu icon .
2. Tap Options, and then tap Preferences.

3. Enter your signature.


4. Tap OK.

To add your signature to a message:


1. Create or edit the message where you want to add your signature.
2. From the New or Edit Message view, tap the Menu icon .
3. Tap Options, and then tap Add signature.

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Sending data from another application

Sending data from another application


NOTE Not all applications include a send command.

To send data from another application:


1. Open the record you want to send.
2. Tap the Menu icon .
3. Tap Send from the Record menu. (The name of the menu may be different
depending on which application you’re sending data from. For example, tap
Send from the Note menu in Note Pad.)
4. If necessary, tap SMS to send the data using SMS rather than Bluetooth™
technology, and then tap OK.

5. Tap To to select from a list of recent recipients, or tap Lookup to select a number
from your contacts.
6. Tap Send.

Setting SMS Preferences


The SMS Preferences screen enables you to customize several of the settings in the
SMS application.

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Chapter 14 Using SMS

To view or change SMS Preferences:


1. Tap the Menu icon .
2. Tap Options, and then tap Preferences.

3. Change any of the following options:

Sort by Sorts messages in order of one of the following: Alphabetic, Date,


Phone Number, and Status.

Show Date Displays dates in list views when this check box is selected.

Alert Sound Indicates whether new messages trigger an alert and which alert
is triggered. To trigger a new message alert, select this check box.
Tap the pick list to select one of the following sounds: Alarm,
Alert, Bird, Concerto, Phone, Sci-fi, and Wake up.

NOTE When a new message triggers an alert sound, tap anywhere


on your handheld screen to stop the sound.

Confirm Indicates whether a confirmation message appears each time you


Deleted delete a message or you select the Empty Trash option from the
Message
Message menu. To display confirmation messages, select this
check box.

Delete After Indicates whether data messages are deleted after you accept the
Transfer data in the appropriate application. To keep data messages after
you transfer them to the application, deselect this check box.

Signature Enables you to enter a personal signature that you can add to
your messages.

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Setting SMS Preferences

4. Tap Details.

5. Change any of the following options:

NOTE Outgoing SMS message settings may depend on the service offered by
your SMS carrier.

Leave Indicates whether messages are deleted from your phone after
Messages on you download them to your handheld. To keep messages on your
Phone
phone after you transfer them to your handheld, select this check
box.

Return Determines whether you receive receipt confirmation notices. To


Receipt receive receipt confirmation notices, select Requested.

Warn Over Determines whether you receive a warning when multipart


messages exceed the specified number of parts. Select from the
following options: 1 part, 3 parts, 5 parts, 10 parts, 50 parts, and
Never warn.

Expires Indicates how long unsent messages remain in your Outbox.


Select from the following options: 4 Hours, 1 Day, 1 Week,
2 Weeks, 1 Month, and Max. Time.

Message Indicates whether your handheld obtains your mobile phone


Center service provider’s Message Center number directly from the
phone, or whether you need to enter the number manually. If
your phone is already configured to use SMS, you do not need to
change this setting.

TIP To restore all of these options to the original settings, tap Default.

6. Tap OK to close the Message Details dialog box.


7. Tap OK.

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Using SMS menus


SMS features that are not explained elsewhere are described here. See “Using
menus” in Chapter 4 for information about selecting menu commands.

Message menu
Send Sends all messages in the Outbox.

Check Retrieves all messages stored on the phone.

Empty Trash Permanently removes all messages in the Trash category from
your handheld.

Archive Moves the current message to the Archive category.

Options menu
Phone Lookup Opens the Phone Lookup dialog box, in which you can select a
mobile phone number where you want to send a message.

Font Opens the Font dialog box, in which you can choose separate fonts
for the list and message views.

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CHAPTER 15

Using Tasks

Tasks is a convenient place to create reminders and prioritize the things you
need to do. You can assign a priority level and due date to each task and sort
your tasks by due date, priority level, or category.

NOTE Certain tasks are common among several handheld applications. For more
information, see Chapter 4, “Working with Applications.”

To open Tasks:
■ Press the Tasks application button on the front panel of your handheld. Tasks
opens to display the list of all your records.

Tasks application button

TIP Press the Tasks application button repeatedly to cycle through the Tasks list
filters.

Creating tasks
A task is a reminder of an item that you must complete.

To create a task:
1. Tap New.

New task

Tap New

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2. Enter the text of the task. The text can be longer than one line.
3. Tap anywhere onscreen to deselect the task.

TIP If no task is currently selected, write in the Graffiti® 2 input area to


automatically create a new item.

Setting priority
You can use the priority setting for items to arrange the tasks according to
importance or urgency. The default setting for Tasks is to arrange items by due date
and then priority, with priority 1 items at the top. If you have a number of items in
your list, changing an item’s priority setting may move its position in the list.

To set the priority of a task:


1. Tap the Priority number on the left side of the task.

Tap here

Select
priority

2. Select the Priority number that you want to set (1 is most important).

Checking off a task


You can check off a task to indicate that you’ve completed it. You can set options
to record the date that you complete the task, and you can show or hide completed
items. See “Setting Tasks Preferences” later in this chapter.

To check off a task:


■ Tap the check box on the left side of the item.

Completed
task

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Changing task details

Changing task details


The Tasks Details dialog box enables you to change settings for individual items.

To display the Tasks Details dialog box:


1. Tap the text of the item whose details you want to change.

TIP You can also select an item with the navigator. See “Using the navigator”
in Chapter 2 for details.

2. Tap Details.

3. Change any of the settings.

NOTE To add a task to a category, see “Categorizing records” in Chapter 4.

Setting a due date


You can set a due date that displays with the task.

To set a due date for a task:


1. In the Details dialog box, tap the Due Date pick list.
2. Tap the date that you want to assign the item:
– Choose date opens the date selector, where you can choose any date that you
want for the item.
– No Date removes the due date from the item.

3. Tap OK.

TIP If you turn on the Show Due Dates option in the Tasks Preferences dialog
box, you can tap directly on the due date in the Tasks list to open the pick list
shown in step 2.

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Setting an alarm
You can set an alarm before a task is due to remind you to start the task.

To set an alarm for a task:


1. Select the task to which you want to assign an alarm.
2. Tap Details.
3. Tap the Alarm box. The Alarm box only appears if you have set a due date.
The Set Alarm dialog box appears.
4. Tap the Alarm check box.
5. Select the 5, and then enter any number from 0 to 99 (inclusive) as the number
of days.

Enter number of
days here

6. Enter or select the time.


7. Tap OK
An alarm icon appears next to the task in the Tasks list.

Scheduling repeating tasks


The repeat function enables you to schedule tasks that recur at fixed intervals or
recur at regular intervals after a prior instance of the task has been completed.

To schedule a repeating fixed-interval task:


1. Select the task.
2. Tap Details.
3. Tap the Repeat pick list.

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4. Perform one of the following:


– Select a fixed interval from the pick list and tap OK.
– Select Daily until. Use the date picker to select an end date and tap OK.
– Select Other to open the Change Repeat dialog box and go to step 5.

5. Tap Day, Week, Month, or Year to set how often the task repeats.
6. Tap Fixed Schedule.
7. On the Every line, enter a number that corresponds to how often you want the
task to repeat.
For example, if you select Month and enter 2, the task repeats every other
month.
8. To specify an end date for the repeating task, tap the End on pick list, and then
tap Choose Date. Use the date picker to select an end date.
9. If you selected Week or Month, perform one of the following:
– If you selected Week, tap on the day of the week to repeat the task on.
– If you selected Month, select the day of the week or day of the month to
repeat the task on.
10. Tap OK.

After you schedule a repeating or continuous task, the Repeat icon appears next
to the task in the Tasks list.

To schedule a task that repeats at fixed intervals after a prior instance of the task is completed:
1. Select the task.
2. Tap Details.
3. Tap the Repeat pick list.

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4. Select Other to open the Change Repeat dialog box.

5. Tap Day, Week, Month, or Year to set how often the task repeats.
6. Tap After Completed.
7. On the Every line, enter a number that corresponds to how often you want the
task to repeat.
For example, if you select Day and enter 2, the task repeats every other day after
the prior instance of the task is completed.
8. To specify an end date, tap the End on pick list, and then tap Choose Date. Use
the date picker to select an end date.
9. Tap OK.
After you schedule a repeating task, the Repeat icon appears next to the task in
the Tasks list.

Display options
You can choose what tasks you want to view and how the tasks are sorted by
choosing a display filter and setting Tasks Preferences.

Using the display filters


You can choose to view alternate views of your task list by using the filtering
option buttons. The three main options include All, Date, and Category.

IMPORTANT The sort order and types of tasks displayed, such as showing completed
or due tasks, is set in the Preferences menu. For more information, see “Setting Tasks
Preferences” in the next section.

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Display options

To use the display filters:


1. Tap filter button.
2. Tap the filter pick list and select the filter type.

Tap the
filter button

Tap the filter


pick list

All Displays a list of all tasks.


Date When Date is selected, the Date filter pick list appears in
the upper-right corner below the title bar. Select from the
following date filters.
■ Due Today: Lists all tasks due today.
■ Last 7 Days: Displays a list of all tasks that were due in
the 7 days including today.
■ Next 7 Days: Displays all tasks that are due in the next
days.
■ Past Due: Displays all past-due-date incomplete tasks.
Category When Category is selected, the Category pick list displays
in the upper-right corner below the title bar. Select a
category from the list to display all tasks within the
selected category.

Setting Tasks Preferences


The Tasks Preferences dialog box enables you to control the which tasks are
displayed and how they are sorted. These settings also affect task items displayed
in Calendar Agenda view. See “Working in Agenda View” in Chapter 5.
You can also set alarm sounds for tasks in the Preferences dialog box.

To change Preferences settings:


1. Tap the Menu icon .
2. Select Preferences from the Options menu.

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3. Select any of the following settings:

Sort by Tap the pick list to select the order the tasks display in the
Tasks list.
Show Completed Displays your completed tasks in the Tasks list. If you turn off
Tasks this setting, your tasks disappear from the list when you
complete (check) them.
Items that no longer appear on the list because you turn off
this setting have not been deleted. They are still in the
memory of your handheld. You can purge completed items to
remove them from memory.
Record Replaces the due date with the actual date when you
Completion Date complete (check) the task. If you do not assign a due date to a
task, the completion date still records when you complete the
task.
Show Due Dates Displays the due dates associated with tasks in the list and
displays an exclamation mark next to tasks that remain
incomplete after the due date passes.
Show Priorities Shows the priority setting for each task.
Show Categories Shows the category for each task.
Alarm Sound Tap pick list to select an alarm sound.

4. Tap OK.

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CHAPTER 16

Using Palm™ VersaMail™


Personal E-mail Software

With Palm™ VersaMail™ personal e-mail software, you can send, receive, and
manage e-mail on your handheld. This chapter describes how to set up different
types of e-mail accounts and explains how to use the many e-mail features in the
VersaMail application.

VersaMail ™ application features


Key features of the VersaMail 2.6 application include the following:
■ Support for both the Palm™ Tungsten™ T3 navigator and keyboard,
simplifying data entry and navigation
■ Support for the built-in Bluetooth radio in your handheld, enabling wireless
e-mail connectivity
■ Enhanced use of color, fonts, styles, and user-selected display options
■ Basic Hypertext Markup Language (HTML) formatting display for e-mail
messages received in HTML format
■ Increased number of file types supported for being sent and received as
attachments
■ Scheduled retrieval of new e-mail, with notification
■ Improved message-addressing capabilities
■ Enhanced security

Getting started with the VersaMail application


To start using the application, tap the VersaMail icon on the Home screen of
your handheld.
If you are using a Windows computer, the Palm VersaMail HotSync® Conduit is
installed automatically when you install the Palm™ Desktop software. See
“Synchronizing e-mail between the handheld and the desktop” later in this
chapter for information on using the conduit.

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Synchronizing an existing username


If you plan to synchronize your Palm Tungsten T3 handheld with an existing
username by performing a HotSync operation, you must do so before you enter
your e-mail account information in the VersaMail application. If you enter the e-
mail account information first and then synchronize your handheld to an existing
username, the e-mail account information you entered is overwritten.

Upgrading a MultiMail/VersaMail database


If you have previously used a Palm personal e-mail application such as MultiMail
SE or MultiMail Deluxe, or an earlier version of the VersaMail application, you can
upgrade your e-mail database for use with the VersaMail 2.6 application.

To upgrade an existing e-mail database for use with the VersaMail application:
1. Perform a HotSync operation with a user profile that contains the existing
e-mail database. To do so, tap the HotSync icon , and then select a profile that
contains an e-mail database from the displayed list of users.

2. Tap the VersaMail icon .


3. Tap Yes to accept the upgrade.

Setting up and managing e-mail accounts


With the VersaMail application, you can set up accounts on your handheld to
access e-mail accounts from providers such as Earthlink or Yahoo; to access your
corporate e-mail with the appropriate mail server configuration (see “Using a
corporate e-mail account” later in this chapter for more information); or to
synchronize e-mail messages with a desktop e-mail application.
You can add up to eight e-mail accounts on your handheld.

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Setting up and managing e-mail accounts

Account and connection types


Two types of e-mail accounts are supported:
■ Network: You can send and receive e-mail directly to and from your handheld
by connecting with an e-mail service provider.
■ Synchronize Only (Windows computers only): You can download, view, and
manage e-mail between the handheld and a desktop e-mail application, such as
Microsoft Outlook, by performing a HotSync operation using the HotSync
cradle. You can’t send and receive messages wirelessly or with a modem for an
account of this type.
Using a network account, you can set up or access an e-mail account by using any
of the following connection methods:
■ Built-in Bluetooth radio
■ PalmModem® accessory (sold separately)
■ External modem sled (sold separately)
■ Infrared (IR) port on the handheld to IR port on a mobile phone
■ Direct connection to a mobile phone by means of a physical cable
■ HotSync cradle connected to your desktop (Windows users only)

Network e-mail account prerequisites


Before you can set up a network e-mail account, you must do the following:
■ Establish the e-mail account with an e-mail service provider. Common
providers include Internet service providers (ISPs) such as Earthlink and
Prodigy. A provider can also be a Global System for Mobile Communications
(GSM) or high-speed wireless (GPRS) carrier such as VoiceStream, Cingular, or
Vodafone. You may also use a corporate e-mail account.
■ Configure the service connection settings for this account on your handheld
using your handheld’s Network Preferences and Connection Preferences
screens. See “Connection Preferences” in Chapter 21 for more information.

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You must also have the appropriate prerequisite for the type of connection you
want to make, as follows.

Connection Type Prerequisite

Built-in Bluetooth radio via a Active wireless service with a GSM or


mobile phone GSM/GPRS carrier, and
GSM or GPRS mobile phone enabled with
Bluetooth technology.
Note that some GSM carriers require you to
order a special data service (separate from
voice service) in order to make a network
connection.

Built-in Bluetooth radio via a LAN Proximity to a LAN access point


access point

PalmModem accessory PalmModem accessory.

External modem sled Wireless modem accessory.

Infrared to infrared phone Infrared-enabled mobile phone.

Direct connection to a phone by Connector cable and mobile phone.


means of a physical cable

HotSync cradle connected to HotSync cradle (Windows users only).


desktop

Using an ISP
If you are setting up a new e-mail account and have a well-known ISP such as
Earthlink or Yahoo, many of the required settings during the account setup are
automatically configured.
For other ISPs, you need the following information:
■ The protocol used for incoming mail, such as Post Office Protocol (POP) or
Internet Message Access Protocol (IMAP)
■ The name of the incoming mail server
■ The name of the outgoing mail (Simple Mail Transfer Protocol, or SMTP) server
■ Whether your e-mail account requires any security, such as Secure Sockets
Layer (SSL), APOP, or Extended Simple Mail Transfer Protocol (ESMTP)
■ Your e-mail address and password
■ The login script (if any) that you need for connecting to your ISP or mail server

NOTE Information about your e-mail account is available from the e-mail provider.
Depending on the type of e-mail service you have, you may be able to access this
information by going to the e-mail provider’s web site or by contacting the provider’s
customer support.

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Setting up and managing e-mail accounts

Using a corporate e-mail account


If you want to access e-mail on your handheld using your corporate e-mail
account, you create this account on your handheld in exactly the same way as any
other account (see “Creating an e-mail account” later in this chapter), with one
exception: for a corporate e-mail account, you may need to set up a virtual private
network (VPN). See “VPNs” later in this chapter for information.

NOTE If your company has a Bluetooth network located behind the corporate
firewall, or if you are using an 802.11b SDIO card, sold separately, in your handheld
and your company has an 802.11b network located behind the corporate firewall, you
may not need to set up a VPN to access your corporate e-mail account. See the
following section for details.

The following considerations apply when setting up a corporate e-mail account:

Username and These might be your Windows NT or Windows 2000 username


password and password, your Lotus Notes ID username and password,
or something else. Check with your company’s server
administrator to obtain the correct username and password.
The VersaMail 2.6 application provides strong 128-bit AES
encryption for your password.
Protocol Most corporate mail servers use the IMAP protocol for
retrieving mail. In rare cases, your company server may use the
POP protocol. Check with your company’s server administrator
to verify the protocol.
Incoming and Check with your company’s server administrator to obtain
outgoing mail these settings.
server settings

See “Creating an e-mail account” later in this chapter for steps for inputting your
username, password, protocol, and incoming and outgoing server settings when
you set up your corporate e-mail account.
With a corporate e-mail account, you can access the following types of mail servers,
among others:
■ Microsoft Exchange
■ Lotus Domino
■ Sun iPlanet

VPNs
If you want to access e-mail on your handheld using your corporate e-mail
account, you may need to set up a virtual private network (VPN) on your
handheld. A VPN enables you to log in to your corporate mail server through the
company’s firewall (security layer). Without a VPN, you cannot “break through”
the firewall to gain access to the mail server.

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You need to set up a VPN to access corporate e-mail in either of the following two
situations:
■ Your company’s wireless local area network (LAN) is located outside the
firewall.
■ Your company’s wireless LAN is located inside the firewall, but you are trying
to access the network from outside the firewall (for example, from a public
location or at home).
Check with your company’s server administrator to see if a VPN is required to
access the corporate network.

NOTE The auto get mail with notification feature in the VersaMail application may
not work with a particular VPN connection. Also, you cannot use scheduled sending
retry of e-mail with accounts that use a VPN connection. See “Auto get mail with
notification” and “Send retry” later in this chapter for information.

Creating an e-mail account


You create a new account in Account Setup, which guides you through the process.
The steps for creating a network account and a synchronize-only account are
identical except for selection of a single check box for a synchronize-only account;
see step 4 in the procedure below.

To create a network e-mail account:


1. Tap the Menu icon , select Accounts, and then select Account Setup.
2. Tap New.

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Setting up and managing e-mail accounts

3. Enter the following:

Account Name Enter a descriptive name for the account, such as “My Yahoo.”
Mail Service Tap the Mail Service pick list, and then select the provider to
which you are connecting. Select Other if your ISP is not listed.
Protocol Tap the Protocol pick list, and then select POP or IMAP. (Most
e-mail providers use POP.)

If the VersaMail application knows the protocol for the mail service you
selected, it displays the correct protocol.
4. For synchronize-only accounts only: On the same screen, select the Synchronize
Only Account check box.

NOTE You must be using a Windows computer to use a synchronize-only


account.

Select check box for a


synchronize-only account

5. Tap Next.

Entering the account username and password


In the next part of the VersaMail Account Setup, you enter the username and
password for this account. The VersaMail 2.6 application provides strong128-bit
AES encryption for your password.

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To enter the account username and password:


1. Enter the username you use to access your e-mail. This is generally the part of
your e-mail address appearing before the @ symbol; it is usually not your entire
e-mail address.

2. Tap the Password box, and then enter your password.


3. Tap OK. The Password box displays the word “Assigned” to indicate that a
password has been entered.
4. Tap Next.

Entering the name of the incoming and outgoing mail server


You need to verify your e-mail address for the account you are accessing, as well
as enter the names of the outgoing and incoming mail servers.

To enter mail server settings:


1. If you chose a preconfigured service from the Mail Services pick list on the
Account Setup screen, the e-mail address field is completed automatically,
based on the username and mail service you entered. Check the address to
verify that it is correct, and edit it if necessary.
If you chose Other from the Mail Services pick list on the Account Setup screen,
enter the e-mail address for your account.

E-mail address will be filled in


automatically if you chose a
preconfigured mail service

Mail servers will be filled in


automatically if the VersaMail
application knows the names based
on the mail service you chose

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Setting up and managing e-mail accounts

2. Enter the name of your incoming (POP) mail server, such as


pop.mail.yahoo.com.
If the VersaMail application knows the incoming mail server name based on the
mail service you selected, the correct server name is displayed.
3. Enter the name of your outgoing (SMTP) mail server, such as
smtp.mail.yahoo.com.
If the VersaMail application knows the outgoing mail server name based on the
mail service you selected, the correct server name is displayed.
4. Tap Next.
5. Do one of the following:
– To accept these mail options and begin using the VersaMail application, tap
Done. This takes you to the Inbox of the account you set up. See “Getting,
sending, and managing e-mail” later in this chapter for information on
getting and sending e-mail. If you set up a synchronize-only e-mail account,
you need to configure this account on your desktop. See “Configuring
account settings in HotSync Manager” later in this chapter for information.
You will not be able to synchronize e-mail between your handheld and your
desktop until you configure the account on your desktop.
– To set up additional mail options, tap Next. Continue with the next set of
procedures.

Setting mail retrieval options for a POP or IMAP account


The next VersaMail Setup screen displays different options depending on whether
your mail service uses POP or IMAP.

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To set mail retrieval server options for a POP or IMAP account:


1. (Optional) Select any of the following:

Get unread mail NOTE The POP protocol does not support retrieval of unread
mail only from the server. If you have a POP e-mail account,
the VersaMail application downloads all messages from the
server regardless of whether you have read them (for
example, on your desktop or on the web), and regardless of
whether this check box is selected.
For IMAP accounts, select Get unread mail ONLY to
download only unread mail to your handheld. If you don’t
choose this option and you tap Get & Send, all of your e-mail
messages on your provider’s mail server are downloaded to
your Inbox, including messages you have already read. To
get all mail (including mail you have already read) and not
just unread mail, deselect Get unread mail ONLY.
Delete messages To delete messages on your provider’s mail server when
on server they are deleted in the VersaMail application, select the
Delete messages on the server when they are deleted in
VersaMail check box.
Leave mail on To get e-mail on your handheld but also leave it on the server
server (POP so you can view it later on your desktop, select the Leave
account only)
mail on server check box. For example, if you create an
account to receive e-mail from your Yahoo account and select
this option, your old Yahoo e-mail is still visible the next time
you visit Yahoo.com to access your Yahoo e-mail Inbox.
Port Number The port number setting defaults to 110 for POP and to 143
for IMAP servers. You may need to change the port number
if you choose to retrieve incoming mail over a secure
connection (see the next bullet item). If you are not sure
about the correct port number, check with your mail server
administrator.
Use Secure To retrieve incoming mail over a secure (Secure Sockets
Connection Layer, or SSL) connection, select the Use Secure Connection
check box.

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Setting up and managing e-mail accounts

Maximum To limit the maximum size of an incoming e-mail message,


Message Size enter the size in kilobytes (KB) for Maximum Message Size.
The maximum size of an incoming message is 5KB by
default, but you can enter any size up to 2048KB, including
attachments. The maximum message size that you can
retrieve is 60KB for the body text and approximately
5 megabytes (MB) of total data for any attachments. Because
downloading large messages can consume handheld
resources, the VersaMail application displays the size of and
asks if you want to continue downloading any message that
exceeds your maximum message size, up to a total size of
5MB.

POP accounts IMAP accounts

2. Tap Next.

Setting outgoing mail options


Outgoing mail options are the same for POP and IMAP accounts.

To set outgoing mail options:


1. (Optional) Do any of the following:

Display Name Enter the name you want to appear on your outgoing
messages, such as “Joe Smith.”
Reply To Address Enter the e-mail address that you want recipients to see and
reply to on your e-mail messages, only if this is different
from the e-mail address from which you are sending the
message. For example, if you are sending a message from
[email protected] but you want recipients to reply to
[email protected], enter the reply-to address here. Reply To
Address makes it look as though the e-mail came from the
address you entered.

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BCC Select the BCC check box to send a blind copy of any e-mail
message you send to another e-mail address. The blind copy
e-mail address is not seen by the other recipients of the
message. For example, if you want a copy of all messages
you send from your handheld to be sent to your corporate
e-mail account, enter that e-mail address.

2. Tap Next.

Adding a signature
If you want, you can add a signature to each e-mail message you send. For
example, you can enter your name and telephone number so that they appear on
each message you send.

To add a personal signature:


1. Tap the Attach Signature to messages check box, and then enter the text of the
signature.
This signature is attached to all your outgoing e-mail.

Signature lines appear only if


check box is selected

2. Tap Next.

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Setting up and managing e-mail accounts

Setting advanced outgoing mail options


You can set additional outgoing mail options.

To set advanced outgoing mail options:


1. (Optional) Select either of the following:

Port Number The default is 25, the port number most SMTP servers use. If
you are not sure about the correct port number, check with
your mail server administrator.

Authentication Select the My server requires authentication (ESMTP) check


box if the outgoing server (SMTP) requires authentication.
Check with your system administrator before selecting this
option. See “Adding ESMTP to an account” later in this
chapter for information. If you select this option, username
and password fields appear. These fields are already filled in
based on the account information you entered previously. In
most cases, the information displayed is correct; however,
occasionally your authentication username and/or
password is different from your account username or
password. Check with your e-mail service provider for
authentication username and password information.
If you need to enter new information, enter a username
and/or tap the Password box and enter a password, and
then tap OK.

Username and Password fields appear only if


ESMTP check box is selected

2. Tap Done.

Testing your new account


After you finish setting up a new e-mail account, the Inbox of the account you just
created is displayed. You can test whether the e-mail account is set up and working
properly by tapping Get Mail. See “Getting e-mail by subject or getting the entire
message” later in this chapter for more information.
If you set up a synchronize-only e-mail account, you need to configure this account
on your desktop. See “Configuring account settings in HotSync Manager” later in
this chapter for information. You will not be able to synchronize e-mail between
your handheld and your desktop until you configure the account on your desktop.

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Editing e-mail accounts


From time to time, you may need to edit information about one of the e-mail
accounts you set up.

To select the account to edit:


1. Tap the Menu icon , select Accounts, and then select Account Setup.
2. Tap the name of the account to edit, and then tap Edit.

After you select the account to edit, the VersaMail application displays the same
series of screens that you see when you set up an account. To edit an account,
follow the procedures in “Creating an e-mail account,” earlier in this chapter, and
change the entries you want to edit on the appropriate screens.

Deleting an e-mail account


When you delete an account in the VersaMail application, the account is removed
from your handheld. The account still exists on the server. For example, deleting
your Yahoo account from the VersaMail application deletes the account only from
your handheld. Your e-mail account still exists at Yahoo.com.

NOTE You can delete all but one of your e-mail accounts; you must have at least one
account.

To delete an account:
1. Tap the Menu icon , select Accounts, and then select Account Setup.
2. Tap the name of the account you want to delete, and then tap Delete.

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Setting up and managing e-mail accounts

3. Tap Yes in the Delete Account dialog box to delete the account and all associated
e-mail messages.

4. Tap OK.
After you perform the next HotSync operation, the memory associated with an
account and its messages is released.

Selecting a different service for a given e-mail account


When you set up connections on your handheld (using the Phone Link application
on your handheld), you pair each connection with a network service and then
select one of these services to be the default for all network activity (sending and
receiving e-mail, surfing the web, and so on) on your handheld. By default, the
VersaMail application uses this service for sending and receiving messages for all
e-mail accounts you set up. See Chapter 12 for information on setting up the
default service for your handheld.
However, for any given e-mail account, you have the option of switching to a
different service for use with that account only. For example, the default service
you have selected for your handheld may be called Bluetooth and may use your
handheld’s built-in Bluetooth radio to make a connection to your corporate mail
server. However, for your Earthlink account, you may want to switch to the service
called Modem, which uses an external modem accessory (sold separately) to make
a connection to your e-mail service provider.

To set up a service for a given e-mail account (different from the default service for your handheld):
1. From the Inbox of the account you want to switch, tap Get Mail.

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2. Tap Details.

3. Tap the Always connect using check box. A pick list of available services
appears. The currently used connection is displayed by default.

Tap to change the service


connection for this e-mail account
only from your default handheld
service connection

4. Select the connection you want to switch to from the Service pick list.

Select a new service connection


for this e-mail account only

5. Tap OK, and then tap OK again. If there is an existing service connection, it is
disconnected and the new connection is initiated. The VersaMail application
sends and checks for any new e-mail using the new connection.
When you exit the VersaMail application, the new service disconnects (unless you
are using the default service for your handheld). When you reopen the application,
the e-mail account you selected (Earthlink in this example) continues to connect
using the new connection (Modem in this example) until you either select a new
service or deselect the Always connect using check box. If you deselect the Always
connect using check box, the e-mail account (Earthlink) connects using the default
handheld service (Bluetooth in this example).
The Always connect using check box changes the connection service for the
selected e-mail account only. You must follow the preceding procedure for each
e-mail account whose connection you want to switch from the default connection
on your handheld.

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Adding ESMTP to an account


Some services require ESMTP authentication to validate your username and
password on an SMTP server. If you aren’t sure if your ISP or web e-mail provider
supports ESMTP, check with your e-mail provider.

To edit an account and add ESMTP:


1. In your Inbox or on another folder screen, tap the Menu icon .
2. Select Options.
3. Select Mail Servers.
4. Tap the Account pick list, and then select Edit Accounts.

All e-mail accounts


appear in the list

5. Tap the name of the account you want to change, and then tap OK.
6. On the Server Settings screen, tap Details.
7. Tap the Options pick list, and then select Advanced Outgoing.

8. Select the My server requires authentication (ESMTP) check box if the outgoing
server (SMTP) requires authentication. Check with your system administrator
before selecting this option. If you select this option, username and password
fields appear. These fields are already filled in based on the account information
you entered previously. In most cases, the information displayed is correct;
however, occasionally your authentication username and/or password is
different from your account username or password. Check with your e-mail
service provider for authentication username and password information.

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If you need to enter new information, enter a username and/or tap the
Password box and enter a password, and then tap OK.

Username and Password fields appear only if


ESMTP check box is selected

9. Tap OK.

Troubleshooting account access problems


Occasionally you may experience problems using an e-mail account after you set
it up. If you followed the account setup procedures described in “Setting up and
managing e-mail accounts” earlier in this chapter but experience problems using
the account, you may need to verify that the account complies with your e-mail
provider’s requirements. See Appendix B for troubleshooting information for
account access problems.

Getting, sending, and managing e-mail


Getting and sending e-mail on your handheld is easy and helps you keep your
business and personal life organized.
You can manage the messages in your e-mail accounts by moving messages
between folders, deleting old e-mail messages individually or in groups, and
marking messages as read or unread.

Getting e-mail
You can get e-mail subjects only—the message size, author, and subject—or you
can get entire messages immediately. If you choose to get message subjects only
and want to read a full message, you can get more of the message. If you choose to
get the entire message, the body text of the message will be downloaded up to the
maximum message size you select. See “Reading e-mail” later in this chapter for
information.

Choosing the e-mail account and displaying the Inbox


To view the e-mail in an account, you must switch to that account and then get the
e-mail. For example, if you want to collect and view the e-mail from your Yahoo
account, you switch to the account created to retrieve e-mail from your Yahoo
account.

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To display an account and its Inbox:


1. In your Inbox or on another folder screen, tap the Menu icon , and then select
Accounts.
2. Tap the name of the account you want from the list.
3. Tap the folders pick list, and then select Inbox if the Inbox is not displayed.

Getting e-mail by subject or getting the entire message


When you get e-mail messages, you can choose to get the subject only or to get the
entire message. You can also use the Details dialog box to select options for getting
unread e-mail only, downloading attachments, using filters, and more.

To get e-mail messages:


1. Tap Get Mail.
If you have e-mail stored in your Outbox, tap Get & Send.
2. In the Get Mail Options dialog box, tap Subjects Only to download subjects
only, or tap Messages to download entire messages.

TIP You can deactivate the Get Mail Options dialog box by using VersaMail
Preferences. See “Setting preferences for getting and deleting e-mail” later in
this chapter.

3. (Optional) Tap Details, and then select options for retrieving unread e-mail
(IMAP accounts only), downloading attachments, using filters to download
only messages that meet certain criteria, using auto-disconnect to close your
remote connections after each command, maximum download size, and default
connection type for this account. Tap OK.

NOTE See “Selecting a different service for a given e-mail account” earlier in
this chapter for information on setting a default connection type.

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NOTE The maximum size of an incoming message is 5KB by default.

4. (Optional) For IMAP accounts, you have the option of synchronizing IMAP
folders from the Get Mail Options dialog box. Wireless IMAP folder
synchronization enables you to synchronize e-mail messages between a folder
in an e-mail account on your handheld and a folder with the same name on your
e-mail provider’s mail server.
5. Tap OK.
6. (Optional) If you are retrieving mail using a VPN connection, you may be asked
to enter the username and password you use to log in to the VPN. If so, enter
the username and password. See “VPNs” earlier in this chapter for more
information.
7. The Getting Messages dialog box shows updates as your e-mail is downloaded.
When the Getting Messages dialog box disappears, another dialog box appears
and displays the number of new e-mail messages.
8. Tap OK.
A list of your e-mail appears in the Inbox.

Shows unread/
total messages

Envelope icon
Displays the time for
indicates whether
messages received today
a message or
and the date for all other
subject has been
messages
downloaded, and
whether there are
any attachments

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Auto get mail with notification


You can set up the VersaMail application to automatically search for new mail on
a regular schedule for an e-mail account. The auto get mail feature automatically
retrieves new messages and downloads them to your handheld.
If auto get downloads any new messages, your handheld notifies you by blinking
an indicator light, beeping, or vibrating. The handheld also displays a visual list of
notifications on the Reminders screen.
The auto get feature downloads the first 3KB of each message. If a message is larger
than 3KB, tap the More button on the message screen to download and view the
entire message.
Auto get mail recognizes any filter criteria you have set up for downloading
messages to your handheld. Any messages that do not meet the filter criteria are
not downloaded during an auto get. To retrieve messages that do not conform to
filter criteria, perform a manual get with all filters turned off.
If auto get is occurring and you turn your handheld off or the connection to your
e-mail service provider is disconnected, the auto get fails. If you are attempting an
auto get over a network from a public location, you must be in range of a network
access point for the auto get to work.

Scheduling auto get mail


When setting up a schedule, you select the interval for retrieving mail, the start and
end times for retrieving mail, and the days on which scheduled e-mail retrieval
should take place.
You can set up different schedules for each of your e-mail accounts, but you can set
up only one schedule for an account. For example, if you set up a schedule for mail
retrieval on weekdays for your Yahoo account, you cannot set up a separate
schedule for weekends on the same account.
If more than one scheduled auto get takes place at the same time (for example, for
two separate e-mail accounts), the retrievals take place in the following order:
■ Any past-due auto get (for example, a retry of an earlier failed auto get)
■ Current retrievals according to the order of e-mail accounts (#1, #2, and so on)

NOTE The auto get feature may not work with your specific VPN connection. It is also
not supported for SSL connections, or if you have configured the security
preferences on your handheld to encrypt databases on the handheld. For some
nonsupported connection types, the Options menu does not display the auto get mail
option; for others, if you try to set up an auto get schedule, an error message appears.

To set up a scheduled auto get mail:


1. On the message screen, tap the Menu icon .
2. Select Options.
3. Select Auto Get Mail.

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4. Select the Get mail automatically check box.

5. Set schedule options:

Interval Tap the Every pick list and select the time interval, from
15 minutes to 12 hours. See “Resource issues with auto get
mail” later in this chapter for information on setting the
interval.
Start Time Tap the Start Time box, tap to enter the start time hour and
minute, and tap to enter AM or PM. Then tap OK.

NOTE The start and end time screens display the hour and
minute using the default time format you select for your
handheld.

End Time Tap the End Time box, tap to enter the end time hour and
minute, and tap to enter AM or PM. Then tap OK.
Days Tap the days you want the schedule to be active. You can
choose any number of days, but you can set up only one
schedule for each e-mail account.

6. Tap OK.
7. (Optional) Tap Get Mail. You should perform a manual get mail after setting up
a scheduled auto get. This ensures that only new messages are retrieved during
auto get.

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TIP Alternately, if you have configured an e-mail account to synchronize


messages between your handheld and your desktop, you can perform a
HotSync operation after setting up a scheduled auto get to ensure that only
new messages will be retrieved during auto get. See “Synchronizing e-mail
between the handheld and the desktop” later in this chapter for configuration
information.

Auto get notifications


The auto get mail feature provides three types of alerts during and after message
retrieval:
■ Depending on the connection type, a series of status messages may appear
during the auto get connection and mail retrieval process.
■ You can choose to have your handheld alert you when a new message arrives
in your account. The beep or alert sound your hear is called a notification. Your
handheld also notifies you of a new message’s arrival by blinking an indicator
light or vibrating if certain preferences are selected. For more information, see
“Making your handheld buzz or blink when you get new e-mail” later in this
chapter.

NOTE You must select the Notification option to have your handheld notify
you when new messages are received. See the next section, “Setting
notification options,” for more information.

■ If auto get discovers and downloads new messages for an e-mail account, a
notification appears on the Reminders screen, displaying the account name and
the number of new messages. If auto get is scheduled for more than one
account, a separate notification appears for each account. See “Viewing and
using the Reminders screen” later in this chapter.

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Setting notification options


You can turn the notification sound on or off to notify you when new e-mail
arrives. You can choose from a variety of sounds, such as birds, bumble bees, or
simply an alarm.

To set notification options:


1. In the Inbox or on another folder screen, tap the Menu icon .
2. Tap Options.
3. Tap Notification.
4. Tap the Notify me of new mail and mail alerts check box.

5. Tap the Notify Sound pick list, and then select a sound. The handheld plays a
brief demonstration of the sound.

NOTE If you have installed a custom sound on your handheld, it appears on


the Notify Sound pick list.

6. To receive notifications of successful auto get mail and automatic send retries
only, deselect the Notify me of Auto Get and Send failures check box. Leave the
check box selected if you want to receive notifications of both successful and
failed auto get mail and automatic send retries.
7. Tap OK.
You can follow these procedure steps to change the notification sound or to turn
the sound on or off at any time.

Making your handheld buzz or blink when you get new e-mail
In addition to setting a notification sound, you can also choose to have your
handheld’s indicator light blink or to have your handheld vibrate when you
receive new e-mail. You select how your handheld notifies you of new e-mail in
your handheld’s General preferences.

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To make your handheld buzz or blink when you get new e-mail:
1. Tap the Home icon .
2. Tap the Prefs icon .
3. From the General Preferences list, tap Sounds & Alerts.

4. Do any of the following:


– To change the volume of the Alarm Sound, tap the Alarm Sound pick list,
and then select Low, Medium, High, or Off.
– To change whether or not the handheld indicator light blinks when you
receive new e-mail, tap the Alarm LED pick list, and then select On or Off.
– To change whether or not the handheld vibrates when you receive new
e-mail, tap the Alarm Vibrate pick list, and then select On or Off.

5. Tap Done.

Viewing and using the Reminders screen


Your handheld displays a Reminders screen that shows summary information
about new e-mail messages and alerts from other applications, such as alerts to
remind you of Calendar appointments.

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To view the Reminders screen:


■ Tap the blinking asterisk in the upper-left corner of any screen.

Tap the check box to Tap the text to open


remove a single the account Inbox or
reminder from the view a detailed error
list message
The mail icon tells
you that this
reminder is for an
e-mail message

If you set up a scheduled auto get mail and you receive new e-mail messages, they
are downloaded into the Inbox. As you work with e-mail messages in the Inbox,
the Reminders screen doesn’t display a reminder for any new messages that arrive,
because the messages are already displayed in the Inbox.

NOTE A broken envelope icon appears next to a notification when an auto get
mail fails.

To respond to the reminders, do one of the following:


■ Tap the check box to clear a reminder from the list.
■ Tap the reminder (either the mail icon or the text description) to go to the Inbox
of that account or to read a detailed error message.
■ Tap Done to close the Reminders screen and return to whatever you were doing
on your handheld before the Reminders screen appeared.
■ Tap Clear All to dismiss all reminders on the Reminders screen.
When a notification appears on the Reminders screen, tap the notification to go to
the Inbox of that account, or launch the VersaMail application and go to that
account. Once you view a message in the Inbox, it is removed from the Reminders
screen, even if you do not open the message. Auto get then starts at the next
scheduled interval, with the Reminders screen counter reset to 1.
If you do not view the Inbox of the selected account and another scheduled e-mail
retrieval takes place and finds new messages, the Reminders screen adds the
number of new messages to the notification for that account. For example, if
scheduled auto get #1 finds two new messages and, before you view the Inbox,
scheduled auto get #2 takes place and finds three more new messages, the
Reminders screen notification indicates five new messages for that account.
If auto get discovers new messages but then fails for any reason, a notification
appears on the Reminders screen, displaying the account name and an error
message.

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NOTE You can choose to disable notifications for auto get mail failures. See “Setting
notification options” earlier in this chapter for instructions.

You can tap the error message or open the VersaMail application for that account
for more detailed information on the failed auto get.

If auto get discovers no new messages for an account, no notifications appear on


the Reminders screen for that account.
The Reminders screen displays only the most recent notification for an account.
For example, if one scheduled auto get failed, but the next one succeeded and
downloaded two new messages, the Reminders screen would first display the
error message, but would display the number of messages retrieved after the
successful retrieval.
Reminders screen notifications are specific for each account. For example, if auto
get fails for one account but succeeds in downloading new messages for a separate
account, the Reminders screen displays an error message for the first account and
a message indicating the number of messages downloaded for the second account.

Auto get mail retries


If the interval for scheduled auto get is set at “Every 1 hour” or less frequently, and
an auto get fails for any reason, the VersaMail application continues attempting to
retrieve e-mail at 30-minute intervals until either the next scheduled auto get
occurs or the end time for scheduled e-mail retrieval is reached. If the interval is set
for more frequently than one hour and an auto get fails, the VersaMail application
waits until the next scheduled auto get.

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Resource issues with auto get mail


If you use the auto get mail feature, you should be aware of the following potential
resource constraints:

Decreased battery If you set the auto get interval for more frequently than once per
life hour, you may drain your handheld’s battery charge more
quickly, and thus need to recharge the battery more frequently.

Increased monthly If your e-mail service provider is a wireless provider such as


charges Cingular or T-Mobile that charges a fee for data transactions,
using the auto get feature can substantially add to your
monthly charges. This issue is especially noticeable for POP
accounts, because the size of the IDs used to locate POP account
messages is much larger (and thus POP messages take longer to
download) than for IMAP accounts.

NOTE If you primarily retrieve messages over your company’s


network (Bluetooth or 802.11b network), monthly charges should
not be an issue.

To minimize resource concerns, set your interval for e-mail auto get to no more
frequently than once per hour.

Inbox icons in the VersaMail application


The icons to the left of a message in the Inbox indicate the message’s status.

Only the subject header information is downloaded.

Part or all of the message text is downloaded.

Part or all of the message text and attachment information is


downloaded.

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Reading e-mail
To read e-mail, tap the e-mail message in the Inbox or the folder where the message
is located.

Tap to read

Alternately, you can use the navigator for one-hand message viewing.

To read a message using the navigator:


1. Press Select on the navigator to highlight the first message displayed on the
screen, and then press Up or Down to scroll one message at a time to the
message you want to read.
2. Press Select to open the message.
3. After reading the message, press Select to close the message.
If you chose to get messages by subjects only, tap the More button to view the
body of the e-mail message, plus any attachments, up to the maximum message
size you select. If the downloaded message exceeds your maximum message size,
only a partial message is displayed. Tap the More button to view the entire
message. See “Getting e-mail by subject or getting the entire message” earlier in
this chapter.
If you chose to get entire messages, the body of the e-mail message is displayed.
However, if the downloaded message exceeds your maximum message size, only
a partial message is displayed. Tap the More button to view the entire message.

Tap More to view the entire


message

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Plain text and HTML e-mail


By default, the VersaMail application is set to receive mail in HTML format. This
means that any e-mail messages sent as HTML will be displayed on your handheld
with basic HTML formatting intact, including the following:
■ Boldface
■ Italics
■ Underlining
■ Colored words
■ Bullet lists
■ Numbered lists
■ Line breaks
Most formatting not displayed is stripped of its HTML tags and shown as plain
text. For certain types of graphic images (for example, JPEG or GIF files), the
graphic may be displayed as a URL in the body of the e-mail message. In some
cases, you can tap the URL to open the graphic image. See “Working with URLs”
later in this chapter for more information.
When you set the VersaMail application to receive e-mail messages as HTML, any
messages sent as plain text will be displayed as plain text only. You can also set the
application to receive all messages as plain text only, regardless of the format in
which they were sent. If you choose this option, only the text of any messages sent
in HTML format will be displayed.

NOTE The VersaMail application sends all messages as plain text only, with all HTML
tags stripped, even if you are forwarding or replying to a message that was originally
received as HTML.

To select whether to receive e-mail messages in HTML or in plain text format:


1. Tap the Menu icon , select Options, and then select Preferences.

2. Tap the Receive Format pick list, and then select HTML or Plain Text. The
default is HTML.
3. Tap OK.

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Viewing other folders


By default, the VersaMail application displays the messages in a given account’s
Inbox folder. You can easily view the messages in a different folder.

To view other folders:


1. Tap the folders pick list in the upper-right corner of the screen.

Available folders

2. Tap the folder you want to view.

Managing display options in the folder’s list view


You can customize the way in which messages appear in the list view of your mail
folders. The options you choose apply to all folders.
The display options that you can customize, and the default settings, are as
follows:

Option Default

Sort by Date

Sort order Descend

Summary view Two-line view

Summary view columns Sender, Date, Subject

Font Palm 9 Plain

Unread message color Black

Read message color Black

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To change the sort order:


1. Tap Display.
2. Tap the Sort by pick list, and then select the column name.

3. Tap Descend or Ascend to change the sort order.

4. Tap OK.

To select a one-line or two-line view:


1. Tap Display.
2. Tap the Show pick list, and then select the view you want.

3. Tap OK.

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To display or hide a column in a folder’s list view:


1. Tap Display.
2. Tap the check box for each column that you want to show. The column options
will change depending on whether you choose a one-line or a two-line view.

NOTE If you select Date, the Date column displays the message time for any
messages received today—that is, any message received after 12:01 A.M.
Otherwise, the Date column shows the date the message was received.

3. Tap OK.

To change the font:


1. Tap Display.
2. Tap in the Font field.

Tap here

3. Tap the Font pick list, and then select the font you want.

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4. Tap the Size pick list, and then select the font size you want.

5. Tap the Style pick list, and then select the font style you want.

6. Tap OK.

To select colors for read and unread mail:


1. Tap Display.
2. Tap the Unread pick list, and then tap the color you want to use to display
unread messages.
3. Tap the Read pick list, and then tap the color you want to use to display read
messages.

4. Tap OK.
In the list view itself, you can also change the size of the columns.

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To change the size of a column in the folder’s list view:

NOTE Changing column size is available for one-line message view only.

1. Tap and hold the stylus on the column divider.


2. Drag the column divider to change the width of the column.

Drag the column


divider left or right to
make the column
narrower or wider

3. Tap OK.
You can also change the font within an individual message. This change affects the
the font of all messages you compose.

To change the font of a composed message:


1. On the message screen, tap the Menu icon .
2. Select Options.
3. Tap Font.
4. Tap the Font pick list, and then select the font you want.

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5. Tap the Size pick list, and then select the font size you want.

6. Tap the Style pick list, and then select the font style you want.

7. Tap OK.

Moving e-mail between folders


You can move one or more e-mail messages between folders.

To move one e-mail message:


1. Tap the folders pick list in the upper-right corner of the screen, and then select
the folder name; or, press Up or Down to move to the folder you want, and then
press Select to select the folder.

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2. Tap the message you want to move, press Right on the navigator to open the
Message menu, press Down to go to the Move To option, and then press Select
to select this option.
Alternately, tap the icon to the left of the message, and then tap Move To from
the pop-up menu.

The folders pick list appears.


3. Press Up or Down on the navigator to move to the folder you want, and then
press Select to select the folder.
Alternately, tap the folder you want.

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To move multiple e-mail messages:


1. Tap the folder that contains the e-mail messages you want to move.
2. Select the messages by tapping to the left of each message icon.

TIPTo select a group of adjacent messages, drag the stylus to the left of the
message icons.

A checkmark appears next to each selected message.

3. Do either of the following:


– Tap the Menu icon , and then select Move To on the Message menu.
– Tap a message icon next to a selected message, and then tap Move To on the
pick list.

4. Tap the folders pick list, and then select a destination folder.

5. Tap OK.

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Creating and editing mail folders


You can also create new folders so that you can store e-mail messages by subject,
person, or project. The VersaMail application has certain existing folders, such as
Inbox, Outbox, Drafts, and Trash.
The procedure for creating and editing folders varies slightly between POP and
IMAP e-mail accounts, as described in the following procedure.

To create and edit e-mail folders:


1. Tap the folders pick list in the upper-right corner of the screen, and then tap Edit
Folders.
2. On the Edit Folders or Edit IMAP Folders screen, select any of the following:

POP accounts IMAP accounts

– To create a new folder, tap New, and then enter the new folder name. For
IMAP accounts only, select the check box if you also want to create the folder
on the server. When finished, tap OK.

POP accounts IMAP accounts

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– To rename a folder, tap the folder name from the list on the screen, tap
Rename, and then enter the new folder name. For IMAP accounts only, select
the check box if you also want to rename the folder on the server. When
finished, tap OK.

POP accounts IMAP accounts

– To delete a folder, tap the folder name from the list on the screen, and then
tap Delete. For IMAP accounts only, select the check box if you also want to
delete the folder on the server, and then tap OK. For POP accounts, the folder
will be deleted immediately, and you will not see a confirmation screen.

Delete confirmation
appears for IMAP
accounts only

Creating and sending new e-mail


When you create a new e-mail message, you can enter the person’s e-mail address
or use the Lookup screen to find a particular address.

To create a new e-mail message:


1. Tap New.

2. Enter the recipient’s name using one of the methods described in the next
procedures.

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NOTE When you address a message to several recipients, you do not see all the
recipients on the To list because the list is truncated on the To line. If you tap the To
field, a dialog box shows all recipients for the current message.

Addressing a message by typing the address


You can address a message by entering the complete address.

To enter the address:


1. On the New Message screen, tap or navigate to the To field and enter the
address, and then tap Done.

For multiple recipients, type a semicolon (;) and then a space between recipient
names. The To field expands to two lines during address entry for addresses
longer than the one-line display.

After address entry, addresses longer than one line are shown on a single line
with a red ellipsis symbol to the right of the address line.

Red ellipsis indicates address is


longer than one line

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Alternately, on the New Message screen, tap To and enter the address on the
Recipient List screen, and then tap Done. Use the shortcut buttons at the bottom
of the screen for quick address entry.
For multiple recipients, type a semicolon (;) or tap the semicolon button at the
bottom of the screen, and then type a space between recipient names.

NOTE If you enter a comma instead of a semicolon, it is automatically changed


to a semicolon. If you enter a space with no punctuation between names,
semicolons are not inserted, and the e-mail message is improperly addressed.

If you want to edit an e-mail address that is longer than the line provided on the
New Message screen, tap the To field and edit the address.
2. To send copies, tap cc: or bcc: and then enter the recipient’s address.
Copies (cc:) allow recipients to see the addresses of the other recipients;
addresses in the blind copies (bcc:) field are hidden from all other recipients.

TIP To automatically fill in the address as you type, see “Using Smart
Addressing to address a message” later in this chapter.

Addressing a message using Contacts


You can enter a recipient’s address by using the Lookup screen to select the
address. The names and addresses on the Lookup screen come from Contacts.

To use an address from Contacts:


1. On the New Message screen, tap the word To.
2. On the Recipient List screen, tap Lookup.

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3. On the Address Lookup screen, tap the address you want, and then tap Add.

4. (Optional) Repeat steps 2 and 3 for each address you want to add.
5. To enter an address in the cc: or bcc: field, tap the field name and follow the
steps given for the To field.

Using Smart Addressing to address a message


Smart Addressing completes a recognized e-mail address. Smart Addressing
automatically fills in fields when the recipient’s name and e-mail address are in
your Contacts list.
By default, Smart Addressing is selected in VersaMail Preferences.

To use Smart Addressing to address a message:


1. On the New Message screen, tap in the To field.
2. Start entering the person’s name, such as Joe Smith.
Once the name is recognized from your Contacts list, the name and e-mail address
are automatically completed on the recipient list. For example, if you have a Joe
Smith and a Joan Smith in Contacts (and no other names starting with J), once you
type “Joe,” the entry “Joe Smith” is completed with the correct e-mail address.
3. If Smart Addressing recognizes more than one name for the typed entry, or if
the recognized name has more than one e-mail address associated with it, all the
names or e-mail addresses are displayed. Continue typing until only the name
or e-mail address you want is displayed, or navigate or tap to select the name
or e-mail address you want.

4. Tap Done.

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Turning Smart Addressing on or off


You can turn Smart Addressing on or off in VersaMail Preferences. By default,
Smart Addressing is turned on.

To turn Smart Addressing on or off in VersaMail Preferences:


1. Tap the Menu icon , tap Options, and then tap Preferences.
2. Tap Advanced.

3. Tap the Enable Smart Addressing check box if it is not selected. A checkmark
means it is turned on.

4. Tap OK.

Composing and sending e-mail


After you enter your recipient addresses, you can compose the rest of the e-mail
message.

To compose the rest of the e-mail and send it:


1. Tap the Subject field and enter the subject of your e-mail.

Subjects longer than one line are shown on a single line with a red ellipsis
symbol to the right of the subject line.

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2. Tap the area below the Subject line, and then enter the text of your e-mail.

To access the editing features available on the Edit menu, tap the Menu icon .
The first character of each sentence is automatically capitalized for you.
3. (Optional) Tap the Options menu, and then select Add Attachments. See
“Attaching files from a handheld application” later in this chapter.
4. Tap one of the following to send the e-mail:

Send Sends the e-mail immediately.


Outbox Stores e-mail in the Outbox so you can compose e-mail offline and
then send all e-mail during one connection with the server. To send
your e-mail later, tap Get & Send. A connection is made to the mail
server and all the e-mail in the Outbox is delivered.

TIP You can also tap Drafts to save this message in the Drafts folder rather
than send it.

Send retry
When you tap Send on the message menu, the VersaMail application automatically
attempts to send the message. If the send attempt fails for any reason (for example,
your handheld is out of range, or the application cannot connect to the mail server),
you can choose to have the application move the message to the Outbox and
continue to try to send the message at 30-minute intervals, a maximum of three
times.
If you put a message in the Outbox, you must perform a manual send to send the
message on the first attempt. The VersaMail application attempts automatic send
retry only after a manual send attempt fails.
If automatic send retry succeeds on any attempt, the message is moved to the Sent
folder.

NOTE Automatic send retry occurs only if you tap Send to send the message
manually. It does not work if you tap Get & Send.

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To select automatic send retry:


■ Tap Yes in the dialog box notifying you that manual send has failed.

NOTE Automatic send retry is not supported for VPN or SSL connections, or for
accounts for which your ISP requires you to log in to the mail server before sending
mail. It is also not supported if you have configured the security preferences on your
handheld to encrypt databases on the handheld.

Send retry notifications


If automatic send retry fails after the third attempt, a notification appears on the
Reminders screen. A separate notification appears for each e-mail account for
which a send retry has failed.

NOTE You can choose to disable notifications for send retry failures. See “Setting
notification options” earlier in this chapter for instructions.

NOTE A broken envelope icon appears next to a notification when an automatic


send retry fails.

Tap the notification or open the account in the VersaMail application to view a
detailed error message.
Viewing the error message deletes the notification from the Reminders screen. The
Reminders screen shows only the most recent notification for an e-mail account, no
matter how many automatic send retries have been attempted for that account.
If automatic send retry fails after the third attempt, you must send the message
manually.

NOTE If you perform a soft reset or a HotSync operation during automatic send retry,
the retry cancels. You must manually send any messages in the Outbox after the soft
reset.

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Modifying messages in the Outbox


A message in the Outbox waiting for the next automatic send retry can be edited,
moved, or deleted. However, if you edit the message, you will need to perform a
manual send in order to send the message. If the manual send fails, you can choose
to store the message in the Outbox to await the next automatic send retry.
During automatic send retry, any message that the VersaMail application is
attempting to send is in a locked state and cannot be edited, moved, or deleted. If
you try to modify a message in the locked state, an error message appears.
If a send retry fails after the third attempt, the message is stored in the Outbox in
the error state. You can send the message again manually, or edit, move, or delete
the message. However, if you edit the message, you will need to perform a manual
send in order to send the message. If the manual send fails, you can choose to store
the message in the Outbox to await the next automatic send retry.
See the next section, “Outbox icons in the VersaMail applications,” for icons that
indicate messages awaiting the next automatic send retry as well as messages in
the locked and error state.

Outbox icons in the VersaMail applications


The icons to the left of a message in the Outbox indicate the message’s status.

Message is waiting either to be manually sent or to be sent during the


next send retry. You can edit, move, or delete a message in this state.

Send retry is currently in process; you cannot edit, move, or delete a


message in this state.

Third automatic send retry has failed. You must manually send a
message in this state by tapping Get & Send.

Completing drafts
If you are composing an e-mail message and you exit the VersaMail application
before tapping Outbox, Send, or Cancel, the e-mail automatically moves to the
Drafts folder. To finish editing the e-mail, tap the folders pick list, and then select
Drafts. Select the e-mail you want to complete or edit, and then tap Edit. You can
also delete the e-mail in the Drafts folder.

Attaching a personal signature


You can include a personal signature, such as your name, e-mail address, and
telephone number, with each e-mail you send.

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To create a personal signature:


1. Tap the Menu icon , tap Options, and then tap Preferences.
2. Tap Signature.

3. Tap the Attach Signature check box to select it.

4. Enter your signature information, and then tap OK.

Forwarding e-mail
You can quickly forward e-mail messages from any folder other than the Outbox
folder.

To forward e-mail:
1. Tap the folders pick list, and then select the folder that contains the e-mail.
2. Tap the e-mail message to display it.
3. Tap the Forward button.

Tap Forward

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4. Tap the word To.


5. On the Recipient List screen, enter or look up the recipient address. See the
procedure for creating new e-mail earlier in this chapter for more information
on addressing messages.

6. (Optional) Enter some text describing the forwarded message.


7. Tap Send to send the message, or tap Outbox to store it in the Outbox.

NOTE Forwarded messages are always sent as text only, even if you received the
original message in HTML format.

Replying to e-mail
You can reply to an e-mail message as you are reading it, or start the reply when
viewing messages in the folders list view.

To reply to an e-mail message that you are reading:


1. Tap the message you want to reply to.
2. Tap Reply.

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3. In the Reply Options dialog box, select options for replying to the sender only
or to all e-mail recipients, and for including original message text.

4. Tap OK.
5. Enter a reply.

6. Tap Send to send the message now, or tap Outbox to send it later.

NOTE Replies are always sent as text only, even if you received the original message
in HTML format.

To reply to an e-mail message from the folders list:


1. On the message screen, tap the folder name in the upper-left corner to open the
message menu, and then press Right on the navigator to move to and open the
Options menu.
2. Press Down on the navigator to move to the Reply option, and then press Select
to select this option.

TIP Alternately, you can tap the folders pick list, select the folder that contains
the e-mail, tap the envelope icon next to the message, and then tap Reply on
the pick list.

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3. In the Reply Options dialog box, select options for replying to the sender only
or to all e-mail recipients, and for including original message text.

4. Tap OK. The e-mail is addressed.


5. Enter a reply.

6. Tap Send to send the message now, or tap Outbox to send it later.

NOTE Replies are always sent as text only, even if you received the original message
in HTML format.

Working with URLs


You can tap a URL in a received message to view the web page or file associated
with the URL. Tapping the URL opens Palm™ Web Browser Pro to view the page
or file.
You can also tap an embedded e-mail address to open a new message screen with
the address in the To field.

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Depending on whether the received message is displayed in HTML or plain text


format, URLs and e-mail addresses appear in slightly different forms, as follows:

HTML URLs and e-mail addresses appear as blue underlined text.

Plain text URLs appear as any text beginning with “http://” or “www.” You
cannot view the page or file associated with a URL that does not
begin with “http://” or “www” in a plain text message.
E-mail addresses appear in the form
[email protected]” (or other three-letter extension such
as .net, .org, and so on).

Tap underlined blue


text in HTML e-mail

Tap text beginning


with “www” or
“http://” or in e-mail
address format in
text e-mail

Working with attachments


You can easily download, view, and send attachments with e-mail messages.

Downloading attachments to your handheld


E-mail may contain attached files, such as Microsoft Word or text files, that you
want to view or install on your handheld. When you receive an e-mail message
with an attached file, the VersaMail application automatically scans your handheld
to see if an application resides on the handheld that can open the attachment. If the
VersaMail application detects such an application, the attachment automatically
opens in the appropriate application.
The types of attached files you can download and work with include the following:

vCard (.vcf) This is contact information.

vCal/iCal (.vcs or This is usually a calendar appointment or a task.


.ics)

Text (.txt) This is usually a memo or another plain text file.

HTML (.html or This is usually a web page or a formatted text file. Your
.htm) handheld displays HTML attachments with full formatting
intact.

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Microsoft Word Automatically opens in the Word To Go application on your


(.doc) handheld. You can view and edit the document in the same
way that you could using the Word application on your
desktop.

Microsoft Excel Automatically opens in the Sheets To Go application on your


(.xls) handheld. You can view and edit the spreadsheet in the same
way that you could using the Excel application on your
desktop.

Graphics files (.jpg, You can download these files and view them using the Palm™
.bmp, .tif, .gif) Photos application on your handheld.

Other application For other types of application files, your handheld may contain
files a viewer that allows other applications to pass it a file for
viewing. You do not need to do anything different in the steps
for downloading and viewing attachments; if your handheld
contains such a viewer, the attachment is automatically
opened. If your handheld does not contain such a viewer, you
cannot view the attachment. Among the file types that may be
supported are MP3 and AAC files.

PRC (.prc) This is a Palm OS® application that you can install and run on
your handheld.

PDB (.pdb) This is a file that works with specific Palm OS applications.

ZIP (.zip) These are compressed files that contain other types of files, for
example, text files or Word docs. You can download and
uncompress (“unzip”) a Zip file and then view the contents on
your handheld.

Among the types of attachments you can receive are the following handheld
application files:
■ Contacts entries
■ Calendar appointments
■ Tasks list items
■ Text memos
You can also save downloaded files to an expansion card. See “Saving attachments
to an expansion card” later in this chapter for information.

NOTE The maximum message size that you can retrieve is 60KB for the body text
and approximately 5MB of total data for any attachments. If the attachment is too
large, it cannot be downloaded to the handheld. Because downloading large
messages can consume handheld resources, the VersaMail application displays the
size of and asks if you want to continue downloading any message that exceeds your
maximum message size, up to a total size of 5MB.

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To download an attachment:
1. In the Inbox, tap the message with the attachment.
A paper clip icon appears on the message’s icon if the message has an
attachment that has been downloaded.

Paper clip icon


indicates
downloaded
attachment

If you choose to get messages by subject only, you must tap More for each
downloaded message in order to view the body of the e-mail message plus any
attachments, up to the maximum message size. If the downloaded message
(either body text alone or body text plus any attachments) exceeds your
maximum message size, you see a message showing that the message and/or
attachments were too large and asking if you would like to continue
downloading them.

For example, if the maximum message size is 5KB and you download a body of
2KB, then any attachment under 3KB is also downloaded, and any attachment
over 3KB is not. See “Downloading large attachments” later in this chapter.
2. Tap the red paper clip icon in the upper-right corner. If the attachment is not
downloaded, a paper clip icon will not appear even though the message was
sent with an attachment. You must download the attachment for the paper clip
icon to appear.

Tap red paper clip icon to view


attachment

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3. Your options for working with a downloaded attachment vary according to the
file type.

Type Action

Viewable file: Tap the name of the attachment you want to view, and then
text, Word doc, tap View. If there are multiple viewers registered on your
task, HTML, handheld for the attachment file type, either use the default
graphic, and so on viewer shown, or select a viewer from the list. For example,
if you have two photo viewing applications on your
handheld and you select a photo attachment on the list, the
Viewer pick list appears containing the names of the photo
viewing applications. Tap the pick list, and then select the
application you want to use to view the photo attachment.
If there is only one viewer registered for the attachment file
type, the viewer is shown without a list.

Palm OS Tap the name of the attachment you want, and then tap
application Install. The file is installed automatically.
or database file
(.prc or .pdb)

Compressed Zip Tap the name of the attachment you want, and then tap
file Unzip. The file uncompresses, and the files it contains are
listed. Tap the name of the file you want to view or install,
and then tap View or Install.

Viewer pick list is displayed only if handheld has


multiple viewers registered for attachment file
type

Button displays View, Install, or


Unzip, depending on the
attachment file type

4. When you have finished viewing or installing the attachment, tap Done. This
returns you to the Attachments dialog box, where you can select another
attachment if you want to.
If there is no Done button on the attachment screen, tap the VersaMail icon
on the Home screen to return to the Inbox of the account you were in.
5. When you have finished viewing or installing all attachments, tap Done on the
Attachments dialog box. This returns you to the Message screen.

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Downloading large attachments


Downloading and viewing a message with a single attachment that exceeds your
maximum message size, or a message with multiple attachments whose total size
exceeds your maximum message size, requires some extra steps.

To determine if a message has an attachment or multiple attachments that exceed the


maximum message size:
■ In the Inbox, tap the message title.

More button indicates that message


plus any attachments exceeds
maximum message size

If the message plus attachments exceeds the maximum message size, the More
button appears on the Message screen. In the case of multiple attachments, if
some of the attachments were downloaded completely, you see both the red paper
clip icon (indicating fully downloaded attachments) and the More button
(indicating incompletely downloaded attachments).

To download a single attachment that exceeds the maximum message size:


1. Tap the More button.

Tap More

2. Tap Yes to continue downloading the entire message with attachment.

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When downloading is complete, the red paper clip icon appears and the More
button is no longer displayed. Follow the procedure for viewing an attachment
presented earlier in this chapter.

To download multiple attachments whose total size exceeds the maximum message size:
1. Tap the red paper clip icon.

2. Select one of the following:


– To view any fully downloaded attachments without continuing to download
additional attachments, tap No. Follow the procedure for viewing an
attachment presented earlier in this chapter.
– To continue downloading all messages, tap Yes.

When downloading is complete, the Attachments dialog box appears, showing all
downloaded messages. Follow the procedure for viewing an attachment presented
earlier in this chapter.

Saving attachments to an expansion card


If you have purchased an expansion card that provides extra memory, you can save
downloaded attachments to the expansion card.

To save an attachment to an expansion card:


1. Insert the expansion card into the slot on your handheld.
2. Follow the procedure for downloading attachments described earlier in this
chapter.

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3. On the Attachments screen, select the attachment you want to save, and then
tap Save To Card.

4. Tap OK.

5. Repeat steps 3 and 4 for each attachment you want to save.

Attaching files from a handheld application


You can attach files on your handheld to e-mail messages you send. For example,
you can attach files from the various handheld applications, such as a Calendar
appointment (.vcs/.ics), tasks in the Tasks application (.vcs/.ics), or text memos
(.txt).

NOTE The maximum size message you can send is 60KB for the body text and
approximately 5MB of total data for any attachments. The maximum number of
attachments for any e-mail message is ten, regardless of the attachments’ total size.

You can attach the following types of files from a handheld application:
■ vCard (.vcf)
■ vCal/iCal (.vcs/.ics)
■ Memo/Text (.txt)
■ PRC (.prc)
■ PDB (.pdb)
■ Microsoft Word document (.doc)
■ Microsoft Excel spreadsheet (.xls)

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To attach a file from a handheld application:


1. Tap the Menu icon , tap Options, and then tap Attachment.
2. Tap the Type pick list, and then select the file type. The VersaMail application
displays all file types that reside on your handheld that you are able to attach to
an e-mail message.

Select type of file you want to


attach

All files of the selected type appear in the Type box. For example, if you select
Appointments (vCal/iCal), tap Calendar to see a list of appointments from a
particular date that you can attach, or tap Tasks to see tasks.
3. Tap the file that you want to attach, and then tap Add.

The selected file appears in the Attachments box.

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4. Repeat steps 2 and 3 for each attachment you want to add, and then tap Done.

TIP To delete an attachment from an e-mail message, tap the attached file in
the Attachments box, and then tap Delete.

5. Tap Send or Outbox.

Attaching files from an expansion card


If you have purchased an expansion card and have saved files to the card, you can
attach files from the card to an e-mail message you are sending. The types of files
you can attach from an expansion card include the following:
■ Word docs
■ HTML files
■ JPEG and GIF graphics files
■ MP3 and WAV audio files
■ Any other file type

To attach a file from an expansion card:


1. Insert the expansion card into the slot on your handheld.
2. On the New Message screen, tap the Menu icon , tap Options, and then tap
Attachment.
3. Tap the From pick list, and then select Files on Card.

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4. Tap the Type pick list, and then select the file type. The VersaMail application
displays all file types that reside on the card. You can select a particular file type,
or select All Files to view all files on the card.

5. Tap the file that you want to attach, and then tap Add.

The selected file appears in the Attachments box.

6. Repeat steps 6 and 7 for each attachment you want to add, and then tap Done.

TIP To delete an attachment from an e-mail message, tap the attached file in
the Attachments box and then tap Delete.

7. Tap Send or Outbox.

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Forwarding an attachment
You can include an attachment on any message you forward, up to the maximum
message size.

To forward a message with an attachment:


1. Tap the folders pick list, and then select the folder that contains the e-mail.
2. Tap the e-mail message to display it.
3. Tap the Forward button.
4. Tap the word To. On the Recipient List screen, enter or look up the recipient
address. See the procedure for creating e-mail earlier in this chapter for more
information on addressing messages.
5. Follow the procedure for attaching files presented earlier in this chapter.

Deleting messages
You can delete one or more e-mail messages from any folder. For example, you can
delete old messages in the Inbox or messages that you were working on in the
Drafts folder. When you delete a message, it is placed in the Trash folder. See
“Emptying the trash” later in this chapter.
To delete messages on the server when you empty the trash on your handheld, you
can select the Delete Msgs on Server setting in VersaMail Preferences. If you don’t
periodically empty the trash and delete messages on the server, any incoming
e-mail may “bounce” back to the sender. See “Setting preferences for getting and
deleting e-mail” later in this chapter.

To delete one or more messages:


1. Tap the folders pick list, and then select the folder that contains the message you
want to delete.
2. Do one of the following:

Item to delete Action

One message Tap the bullet next to the message’s icon.

Multiple Tap the bullet next to the icon of each message that you want
messages to delete.

A group of Drag the stylus along the left of the message icons. To select
adjacent another group, lift the stylus and select the next group of
messages messages.

3. Press Right on the navigator to move to and open the Message menu.

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4. Press Down on the navigator to move to the Delete option, and then press Select
to delete the message.

TIP Alternately, you can tap the message icon next to a selected e-mail
message, and then tap Delete, or tap the Menu icon , and then select Delete.

5. Tap OK.
6. (Optional) Tap Also delete message(s) on server if you want to delete the
messages from the server now.
The selected messages move to the Trash folder and are deleted from your
handheld when you empty the trash. You can empty the trash manually, or set
the preference to automatically empty the trash. By default, the trash auto-
empties all deleted e-mail older than one week. See “Emptying the trash” later
in this chapter for more information.

IMPORTANT If you delete a message on the server, you cannot retrieve it and view it
again later.

To delete messages before a certain date:


1. Tap the Menu icon , and then tap Delete Old from the Message menu.
2. Tap the Folder pick list, and then select the folder that contains the messages
you want to delete.

Displays the current


folder for deleting
messages

3. Tap the Older than pick list, and then tap One Week, One Month, or Choose
Date.

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If you tap Choose Date, you can select a date from the calendar.

Tap a date to select it,


or tap Today

4. Tap Delete.
5. (Optional) Tap Also delete message(s) on server if you want to delete the
message from the server now.

6. Tap OK.

Emptying the trash


Deleted e-mail accumulates in the Trash folder and takes up space on your
handheld. To increase memory, you should empty the trash regularly. If you want
to automatically empty the trash, you can set a preference to empty the trash
immediately or empty any e-mail older than a certain number of days.

To empty the trash:


1. Tap the Menu icon , and then select Empty Trash from the Message menu.

NOTE If Auto-Empty Mail from Trash is selected in VersaMail Preferences, a


message asks if you want to delete the trash.

2. (Optional) Tap Details to see how many messages are in the trash and whether
the messages are set to be deleted on the server.
3. If you want to delete messages from the handheld as well as from the server, tap
Both. A message asks if you want to update the server now.
To delete the message from only the handheld now, tap Handheld.

NOTE Many e-mail providers, such as Yahoo, have size restrictions for mail storage.
If your mailbox on the server becomes full, messages are returned to the senders.

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To have the trash emptied automatically:


1. Tap the Menu icon , select Options, and then select Preferences.
2. Tap Advanced.

By default, Auto-Empty Mail from Trash is selected, and the time interval is set
at Older Than 1 Week.
3. Tap the pick list, and then select how often you want the e-mail messages
automatically emptied from the trash.
– Immediately
– Older Than 1 Day
– Older Than 3 Days
– Older Than 1 Week
– Older Than 1 Month
4. Tap OK.

Marking messages as read or unread


You can mark messages as read or unread. When you tap a message to read it, it is
automatically marked as read.

To mark messages as read or unread:


1. Tap the folders pick list, and then select the folder you want.
2. Tap the icon next to the message you want to mark.

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3. Tap Mark Read or tap Mark Unread.

TIP To mark multiple messages, tap the bullets next to the messages you
want, tap the Menu icon , and then select Mark Read or Mark Unread.

4. For IMAP accounts only: Tap Handheld to mark the messages as read or unread
on your handheld. Tap Both to mark the messages on both the handheld and the
server.

If you tap Both, this screen appears.

– Tap OK to connect with the server and immediately mark the messages as
read or unread on the server. This action also processes any other pending
actions on the server, such as messages not yet deleted.

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– Tap Cancel if you want the messages marked during the next HotSync
operation or the next time you connect to the server.

NOTE Because POP servers do not support the read or unread message
feature, the message is in bold or regular typeface for POP accounts on the
handheld, but you can’t connect with the server to change the message state.

Read messages appear in plain text; unread messages appear in bold text.

Setting preferences for getting and deleting e-mail


VersaMail Preferences determine how the VersaMail application gets, sends, and
deletes e-mail.

To set e-mail preferences:


1. Tap the Menu icon , tap Options, and then select Preferences.

2. Select preferences:

Get Enables you to retrieve the subject only or the entire


message.

Ask Every Time Displays a dialog box for choosing subjects only or entire
messages each time you retrieve e-mail. If it is deselected,
messages are retrieved according to the option you select in
the Get pick list.

Confirm Deletions Displays a confirmation dialog before deleting e-mail.

Delete Msgs on If this is selected, it automatically deletes messages on the


Server server that you have deleted on your handheld. If it is
deselected, you will be asked each time you delete messages
on your handheld whether you want to also delete them on
the server. Because mailboxes on the server usually have size
restrictions, we recommend periodically deleting messages
on the server.

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Download Causes files attached to e-mail to be automatically


Attachments downloaded to your handheld. Attachments that exceed the
maximum message size cannot be downloaded. See
“Working with attachments” earlier in this chapter for more
information.

Receive Format Enables you to retrieve messages in HTML format or in plain


text format. If you choose HTML, any messages sent to you
in HTML format will be displayed with basic HTML
formatting intact. Other messages will be displayed as plain
text. If you choose Plain Text, all messages will be displayed
as plain text, regardless of the format in which they were
sent. Default setting is HTML.
See “Working with URLs” earlier in this chapter for more
information on receiving e-mail in HTML format.

Signature Enables you to attach a default signature to all your outgoing


messages. See “Attaching a personal signature” earlier in
this chapter for more information.

Adding or updating a Contacts record directly from a message


You can add or update an e-mail address in Contacts directly from the body of a
received e-mail message.

To add a new Contacts record:


1. On the Message screen, tap the Menu icon , tap Options, and then select Add
to Contacts.
A dialog box appears with the “From” address displayed. If a Display Name
exists for this Contacts record, the Last name and First name fields show the
display name.
2. (Optional) If the Last name and First name fields are blank, enter the first and
last name associated with the “From” e-mail address.
3. Tap OK to add the e-mail address to Contacts, and then tap OK in the
confirmation dialog box.
You can also update an existing Contacts record with a new e-mail address, or
create a second Contacts record for a name that has an existing record. The
procedure is the same as for adding a new Contacts record. If you tap Add to
Contacts from the body of an e-mail message and a record already exists for the
recipient name, you are prompted either to update the e-mail address for the
recipient or to create a new record for the recipient.

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Synchronizing e-mail between the handheld and the desktop

IMPORTANT You must have a Windows computer to synchronize e-mail between


your handheld and your computer.

To manage your e-mail on your desktop as well as on your handheld, you can
synchronize an e-mail account on the handheld with an e-mail application on the
desktop. You can use many popular e-mail applications, called clients, such as
Microsoft Outlook, Eudora, Lotus Notes, Outlook Express, or any other e-mail
clients that use MAPI.

Configuring account settings in HotSync Manager


Before synchronizing an e-mail account, you configure the account’s settings in the
Palm VersaMail HotSync Conduit. The settings have to be specified only once
unless you need to make changes.

To start Palm VersaMail HotSync Conduit :


1. Click the HotSync Manager icon in the Windows system tray.
2. Select Custom.
3. Select VersaMail in the Conduit list.
4. Click Change.
5. Select Synchronize Active Accounts.

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6. (Optional) Select the check box Enable Informational Logging if you want the
HotSync log to record information, such as errors encountered, about the
conduit during a HotSync operation.
7. (Optional) Select the check box Set Selection As Default to make the current
settings the default settings for all accounts.

Setting synchronization options and account settings


Next, you must configure each e-mail account’s general synchronization settings.
For example, if you created an Earthlink e-mail account on the handheld and want
to synchronize that with the desktop, set the synchronization options for the
Earthlink account. During a HotSync operation, the Earthlink account on the
handheld and the e-mail application specified in the conduit are synchronized.

To configure an account and set the synchronization options:


1. On the VersaMail Configuration For User screen, click the plus sign to the left
of the account you want to configure.

Click plus
sign

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2. Under the account name, click Mail Client Sync Setup.

3. Select the option Check this box to synchronize this mail account when you
perform a HotSync operation; otherwise, the account cannot be synchronized.
4. Click the Mail Client pick list and select the desktop e-mail application you will
use to synchronize the selected account with your handheld. For each
application, additional setup information is displayed in the Setup Notes box.
See the following table for additional setup information for each client.

TIP If your e-mail application is compatible with Extended MAPI, try Microsoft
Exchange 5.0 or later as a choice for the Mail Client option. If your e-mail
application is compatible with Simple MAPI (SMAPI), try Microsoft Outlook
Express as a choice for the Mail Client option. Although Netscape uses SMAPI,
Netscape is not supported.

(Optional) If prompted, enter profile and password information for the client
you selected.

IMPORTANT You must select the synchronize check box and select a mail client in
order to synchronize the account between your desktop and your handheld.

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Mail Client Action

Microsoft Select a MAPI profile to access the mail server. The conduit
Exchange 5.0 or displays any existing MAPI profiles in the list. Enter your
later password for Exchange.

Microsoft Select the MAPI profile to access the mail server. The conduit
Outlook 97 or checks for any existing MAPI profiles and displays them in the list.
later Enter your password for Outlook.
To synchronize Microsoft Outlook 97/98/2000/XP with a VersaMail
e-mail account, you must set Microsoft Outlook as the default
e-mail handler. You must check your username and password.
To configure Microsoft Outlook:
1. In the Control Panel, click Internet Options.
2. For Windows XP, click Network and Internet Connections, and
then click Internet Options.
3. Click the Programs tab.

4. Select Microsoft Outlook as the default e-mail program.

5. Click OK.

NOTE Make sure your username and password are set up


correctly within Microsoft Outlook.

Microsoft If you select Microsoft Outlook Express, enter the password for
Outlook Express your e-mail account.
5.5 or later To synchronize a VersaMail e-mail account with Microsoft Outlook
Express 5.5 or 6.0, you must set Outlook Express as the default
e-mail handler.

NOTE Make sure your username and password are set up


correctly within Outlook Express.

To configure Outlook Express:


1. In the Control Panel, click Internet Options.

NOTE For Windows XP, click Network and Internet


Connections, and then click Internet Options.

2. Click the Programs tab.

3. Select Outlook Express as the default e-mail program.

4. Click OK.

TIP You can also make Outlook Express the default e-mail
handler within the e-mail application. From the Tools menu, select
Options. Click the General tab, and then click Make Default.

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Mail Client Action

Lotus Notes Enter your Lotus Notes ID and password. Click Browse if you need
to locate your Notes ID.
If you want to synchronize to a local mail file instead of a server
mail file, select the Synchronize to local (replicated) mail file check
box. You must do all of the following in order to synchronize to a
local mail file:
■ Replicate the server mail file to the desktop.
■ Make sure the replicated mail file is in the Notes data directory.
■ If you have performed a custom Notes installation and have
replicated the server mail file to another directory on your
desktop, make sure that it is the path found in the notes.ini file.

Eudora 5.0 or If you are using Eudora as your e-mail application, you must set
later up MAPI in Eudora.
To set up MAPI in Eudora:
1. From the Eudora Tools menu, select Options.

2. Do one of the following:


– If Eudora is the only e-mail application that you use, select
Always as the MAPI setting.
– If you use more than one e-mail application, select When
Eudora is running as the MAPI setting.
3. Ensure that your username and password are set up correctly
within Eudora. This information is needed to log in to Eudora
to retrieve and synchronize your e-mail.

IMPORTANT Eudora must be running in order for you to perform


a HotSync operation. The VersaMail application synchronizes
with your Dominant Personality in Eudora 5.1 or later.

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Mail Client Action

Direct POP Select this option to synchronize an account by connecting


connection to directly with a POP server. You must enter the information about
server the server in the VersaMail application on your handheld when
you create the e-mail account to access the server. You will enter
information about the incoming (POP) server, the outgoing
(SMTP) server, your e-mail username, your password, and your
e-mail address.
During the HotSync operation, the conduit reads the settings you
made. If the settings do not exist or all server information is
wrong, an error is reported in the HotSync.log file. However, if the
incoming server (POP) is correct, the Inbox is synchronized if the
option to synchronize the Inbox is selected. If the outgoing server
(SMTP) is correct, the Outbox is synchronized (send e-mail) if you
selected the option to synchronize the Outbox. If neither is correct,
then nothing happens.

If you want to synchronize e-mail for an account that requires


APOP authentication, you must select the option to use APOP on
your handheld.
If you want to synchronize e-mail for an account that requires
ESMTP authentication (for example, Yahoo accounts require
ESMTP authentication), you must select the option to use ESMTP
on your handheld. See “Adding ESMTP to an account” earlier in
this chapter for details.
The conduit does not support SSL for accounts set up as direct
POP.

Direct IMAP Select this option to synchronize an account by connecting


connection to directly with an IMAP server. You must enter the information
server about the server in the VersaMail application on your handheld
when you create the e-mail account to access the server. You will
enter information about the incoming (IMAP) server, the outgoing
(SMTP) server, your e-mail username, your password, and your
e-mail address.

During the HotSync operation, the conduit reads the settings you
made. If the settings do not exist or all server information is
wrong, an error is reported in the HotSync.log file. However, if the
incoming server (IMAP) is correct, the Inbox is synchronized if the
option to synchronize the Inbox is selected. If the outgoing server
(SMTP) is correct, the Outbox is synchronized (send e-mail) if you
selected the option to synchronize the Outbox. If neither is correct,
then nothing happens.

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Mail Client Action

If you want to synchronize e-mail for an account that requires


ESMTP authentication (for example, Yahoo accounts require
ESMTP authentication), you must select the option to use ESMTP
on your handheld. See “Adding ESMTP to an account” earlier in
this chapter for details.
The conduit does not support SSL for accounts set up as direct
POP.

Other e-mail Select Microsoft Exchange 5.0 or later as a choice for the Mail
applications Client option if your e-mail application is compatible with
extended MAPI. If your e-mail application is compatible with
SMAPI, select Microsoft Outlook Express as a choice for the Mail
Client option.

NOTE A profile contains configuration information, such as the location of


incoming e-mail, your personal contacts list, and other information services
that you can use. The profile may be MS Exchange Settings, your name, or
something different. For more information on profiles, see your e-mail
application’s documentation.

4. Under the account name, click Advanced Sync Options.

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5. Enter the synchronization options you want:

Maximum Enter the maximum message size from 1 to 2048KB. If the


message size message exceeds the maximum size, the conduit truncates
(KB)
the message. For example, the maximum message size might
be 50KB, and the message might have the following:
■ Message header: 1KB
■ Body: 20KB
■ Attachment: 140KB
■ Attachment: 220KB
In this case, the conduit puts the message header, body, and
attachment 2—totaling 41KB—on the handheld. Attachment
1 is removed because adding it to the message causes the
message to exceed the maximum.

Days To Set how many days, between 0 and 999, that e-mail should
Synchronize be synchronized. A value of 0 synchronizes all e-mail in the
Mail
Inbox during the next HotSync operation. For other values,
the conduit synchronizes e-mail for today and the number of
days preceding today. For example, if you enter a value of 2,
e-mail is synchronized for today and yesterday, but if you
enter 3, e-mail is synchronized for today, yesterday, and the
day before.

Synchronize Select whether to synchronize all e-mail between your


unread mail only desktop and your handheld, or unread e-mail only. By
default, the check box is deselected, meaning that all e-mail
will be synchronized.

Download Select whether to download attachments during


attachments synchronization. By default, the check box is selected; if it is
deselected, only the body text of any message containing an
attachment will be downloaded to your handheld during
synchronization.

Send e-mail from Select the check box to send any e-mail in the handheld’s
Outbox Outbox during the next HotSync operation.

Synchronize Select the check box to synchronize the Inbox during the next
incoming e-mail HotSync operation.

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6. (Optional) If you chose Microsoft Outlook, Microsoft Exchange, Lotus Notes, or


Direct IMAP as your mail client, click Folder Synchronization Options.

Set folder synchronization options as follows:


a. Click the name of the folder you want.

b. Click in the Synchronize column to the right of the folder name.

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c. Click the arrow to open the drop-down list, and then click Yes or No to
synchronize the folder or not.

7. Click OK.
8. Click the Save icon on the toolbar to save the settings for this account.

Account information screens


Two screens in the Palm VersaMail HotSync Conduit provide summary
information on your accounts:
■ The Account Overview screen indicates whether the account is active; whether
the account has been synchronized and, if so, the last synchronization date; the
mail client for this account; and whether the mail client and/or the incoming
mail server has been changed since the last HotSync operation.

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■ The Handheld Settings Overview screen lists the server protocol, display name,
e-mail address, incoming and outgoing mail server addresses, and whether
APOP or ESMTP authentication is required.

To view the Account Overview screen:


■ Click the selected account name.

To view the Handheld Settings Overview screen:


■ Under the selected account name, click Handheld Settings.

Palm VersaMail HotSync Conduit shortcuts


You can use the icons in the toolbar to perform certain tasks quickly, such as saving
account configuration settings.

Icon Action

Save account settings. Saves any changes you have made to


an account.

Add a new account. You are prompted to enter the account


name and protocol.

Delete an account. You are prompted to select the account to


delete from a drop-down list.

Quick account reference. Lists all accounts and shows


whether they are active and the date they were last
synchronized.

Help. Displays the Help window with complete online help.

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Verifying handheld account settings before synchronizing accounts


Certain settings you configure on your handheld for an e-mail account must be set
correctly for the synchronization process as well. Before configuring an e-mail
client on your desktop for synchronization, be sure to verify the following settings
on your handheld:
■ APOP, ESMTP, and SSL: If you want to synchronize e-mail for an account that
requires either APOP or ESMTP authentication (for example, Yahoo accounts
require ESMTP authentication) or a secure (SSL) connection for incoming mail,
you must select the option to use APOP, ESMTP, or a secure connection on your
handheld. See “Adding ESMTP to an account” earlier in this chapter for
information on ESMTP.
■ Mail filters: Any mail filters you have configured for an e-mail account on your
handheld also apply during the synchronization process. For example, if you
have set filters to accept only e-mail containing the subject words “Current
Software Project,” only those same messages are synchronized between your
desktop and your handheld. Be sure to turn mail filters off if you want to
synchronize all messages between your desktop and your handheld.

Synchronizing an account
To synchronize accounts, you must set the HotSync action for the VersaMail
application in HotSync Manager. You can, however, exclude e-mail accounts from
a HotSync operation.

TIP If you don’t want an account synchronized, deselect the check box Select this
check box to synchronize this e-mail account when you perform a HotSync operation.

To select which accounts are synchronized during a HotSync operation:


1. Click the HotSync Manager icon in the Windows system tray.
2. Select Custom.
3. Select VersaMail in the Conduit list.
4. Click Change.
5. Select one of the following:

Synchronize Select this option to include active accounts in the next


Active Accounts HotSync operation. For an account to be synchronized, you
must have selected the option Check this box to synchronize
this mail account when you perform a HotSync operation.

Do Nothing Select this option to exclude e-mail accounts from the next
HotSync operation.

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6. (Optional) Select Set Selection As Default to apply the options you selected to
all subsequent HotSync operations. Otherwise, the settings apply to the next
HotSync operation only.
7. Click OK.
8. Perform a HotSync operation.

Synchronizing multiple accounts


You can synchronize more than one account during the same HotSync operation.

NOTE If you want to synchronize both a Microsoft Outlook and a Microsoft Outlook
Express account, you must have Microsoft Outlook set as the default e-mail client on
the desktop.

The maximum number of accounts you can synchronize are as follows:


■ 1 Simple MAPI account (for example, an account set up using Outlook Express
or Eudora)
■ 1 Extended MAPI account (for example, an account set up using Outlook)
■ 1 Lotus Notes account
■ 5 combined direct POP or direct IMAP accounts
If you attempt to synchronize more than the limit for a particular type of account
during a HotSync operation, you will receive an alert prompting you to deactivate
any accounts over the allowed number.

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Using SSL with the conduit


When you set up an e-mail account, you can choose to use a secure connection
(Secure Sockets Layer, or SSL) for sending and receiving e-mail messages. The
Palm VersaMail HotSync Conduit supports SSL when synchronizing with an
e-mail account only if that account uses one of the following desktop e-mail
applications (mail clients):
■ Outlook
■ Outlook Express
■ Eudora
The conduit does not support SSL for accounts set up as direct POP or direct IMAP
or for Microsoft Exchange or Lotus Notes accounts.

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CHAPTER 17

Using Voice Memo

Voice Memo provides a place for you to record and play back voice memos
directly on your handheld. Use your voice memos with alarms as reminder
messages and share your voice memos with other people.

To open Voice Memo:


■ Press the Voice Memo application button on the side panel of your handheld.
Voice Memo opens to display the list of all your voice memos.

Speaker

Microphone

Voice Memo
button

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Creating a voice memo


To record a voice memo, you can use the Voice Memo application button or the
onscreen controls.

To record a voice memo on your handheld:


1. Press and hold the Voice Memo application button .

IMPORTANT Continue holding the Voice Memo application button until you finish
recording. If you are recording a long voice memo and don’t want to continue
holding the Voice Memo application button, see “Pausing and resuming a voice
memo recording” later in this chapter to make a recording with the onscreen
controls. For optimum results, hold your handheld within 30 centimeters
(approximately 1 foot) of your mouth while recording.

A tone sounds to indicate that recording has started.


2. Face your handheld and begin speaking.
3. Release the Voice Memo application button to stop recording.
A tone sounds to indicate that recording has stopped.

Select the category


Enter title here

Tap to create
another voice
memo

4. Tap Done.

Pausing and resuming a voice memo recording


To pause and resume while recording a voice memo, you must use the onscreen
controls.

To pause and restart while creating a voice memo:


1. In the Voice Memo list, tap New.
2. (Optional) Tap the category pick list in the upper-right corner and select the
category in which you want to store the voice memo.

TIP To automatically store voice memos on an expansion card, see “Storing


voice memos on an expansion card” later in this chapter.

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3. Tap Record.
A tone sounds to indicate that recording has started.

Record Pause

4. Face your handheld and begin speaking.


5. Tap Pause to stop recording.
A tone sounds to indicate that recording has paused.

NOTE If you use other applications on your handheld while pausing the
recording, press (and release) the Voice Memo application button to
resume recording later.

Recording status

Stop

6. Tap Record.
A tone sounds to indicate that recording has restarted.
7. Tap Stop.
A tone sounds to indicate that recording has stopped.
8. (Optional) Select the time at the top of the screen and enter a title.
9. Tap Done.

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Storing voice memos on an expansion card


You can conserve storage space on your handheld, or create voice memos for
others, by storing your voice memos on an expansion card. Voice Memo enables
you to store specific voice memos on an expansion card, or to configure your
handheld to always store voice memos on an expansion card when one is present.
Keep in mind that when you store voice memos on an expansion card, they do not
appear in the Voice Memo portion of Palm™ Desktop software after a HotSync®
operation and are not backed up. So if you give your expansion card to a friend,
you do not have another copy of your voice memo(s). You must use a card reader
(sold separately) to view the contents of the expansion card on your computer, and
use a third-party application to back up data stored on an expansion card.
Additionally, you cannot mark voice memos private or attach alarms to voice
memos that are stored on an expansion card.

NOTE Palm works with developers of third-party add-on applications to ensure the
compatibility of these applications with your new Palm handheld. Some third-party
applications, however, may not have been upgraded to be compatible with your new
Palm handheld. If you suspect that a third-party application is adversely affecting the
operation of your handheld, contact the developer of the application.

To store specific voice memos on an expansion card:


1. Create or open a voice memo.
2. Tap the category pick list in the upper-right corner and select Card.
3. Tap Done.

To automatically store voice memos on an expansion card:


1. From the Voice Memo list, tap the Menu icon .
2. Select Options, and then select Preferences.

3. Select the check box Record automatically to expansion card, if present.


4. Tap OK.

Listening to voice memos


The Voice Memo list displays the title, creation date, and duration of each voice
memo.

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Listening to voice memos

To listen to a voice memo:


1. In the Voice Memo list, select the voice memo title.

TIP You can also select a voice memo with the navigator. See “Using the
navigator” in Chapter 2 for details.

The voice memo begins to play after a few seconds. To start playing
immediately, tap Play.
2. Tap the arrows at the top of the screen to listen to the next and previous voice
memo.

TIP You can also press Right or Left on the navigator to listen to the next or
previous voice memo.

3. Tap Done.

To adjust the volume:


1. In the V Memo screen, tap the Speaker icon .
2. Drag the slider or press Up or Down on the navigator to adjust the volume.
3. Tap Done.

TIP When a voice memo is playing, you can also press Up or Right on the
navigator to increase the volume, or press Down or Left to decrease the
volume.

To play a portion of a voice memo:


1. In the Voice Memo list, select the voice memo title.
2. Drag the slider to the portion you want to hear.

TIP You can also tap the slider bar to jump the slider to that position.

Slider Slider bar

3. Tap Play.
4. Tap Done.

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Setting an alarm for a voice memo


You can set an alarm for a specific time and date to remind you to follow up on a
voice memo.

To set an alarm for a voice memo:


1. Select the voice memo to which you want to assign an alarm.
2. Tap the Menu icon .
3. Select Options, and then select Alarm.
4. Tap the Date box.
5. Tap the year, month, and date you want the alarm to sound.
After you tap the date, the Set Alarm dialog box reappears.
6. Tap the Time box.
7. Tap the hour and minute columns to select the time you want the alarm to occur.
8. (Optional) Tap the Auto-play check box to automatically play the voice memo
when the alarm goes off.
9. Tap OK.

Using Voice Memo menus


Voice Memo features that are not explained elsewhere in this book are described
here. The Voice Memos and Options menus differ depending on whether you’re
displaying the Voice Memo list or an individual voice memo.

V Memo menus
Send Category Opens a dialog box where you can choose how to send the
category. You can send the category using Bluetooth™
communication, SMS, or the VersaMail™ application.

Send V Memo Opens a dialog box where you can choose how to send the voice
memo. You can send the voice memo using Bluetooth
communication, SMS, or the VersaMail application.

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Using Voice Memo menus

Options menus
Preferences Displays the Voice Memo Preferences dialog box, where you
define the sort order for voice memos, the alarm sound, the
deletion confirmation setting, and whether to automatically
store voice memos on an expansion card if one is present.

Security Displays the Change Security dialog box, where you set a
privacy option for all voice memos.

Details Displays the V Memo Details dialog box, where you assign a
category and privacy option for a voice memo.

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CHAPTER 18

Using Palm™ Web Pro

Palm™ Web Pro is your gateway to the web allowing you to view and save
Internet web pages, bookmark web pages, and download files from the
Internet.

IMPORTANT To use Web Pro, you must first configure and establish a connection
with the Internet, such as through a mobile phone. For more information on
connecting to the Internet using a mobile phone, see “Setting up a phone
connection” in Chapter 12.

To open Web Pro:


1. Tap the Home icon .
2. Select All in the Category pick list in the upper-right corner of the screen.
3. Tap the Web Pro icon .
Web Pro may take a moment to load the first page.

IMPORTANT If you are in another application, such as VersaMail, you can tap on a
URL and Web Pro automatically opens and connects to the Internet to display the
page. Depending on your preference, Web Pro also opens when you click on a
supported file type (gif, .jpeg, .html, or .png) received as an attachment in VersaMail.

NOTE The rest of the instructions in this chapter assume that you’re already running
Web Pro and that you’ve successfully connected to the Internet.

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What Web Pro looks like


Title bar

Action icons
URL Entry field

Web content

The Web Pro screen has four parts:


■ The title bar displays the name of the current web page or shows the status of
actions, such as “Requesting...”, “Receiving...”, “Formatting...”, and so forth.

■ The action icons enable you to navigate in the browser, to refresh pages, and to
bookmark pages.

■ The URL Entry field enables you to quickly enter web page addresses.
■ The rest of the screen displays the content of the web page.
You can perform other actions by tapping items in menus. Like in other Palm OS®
applications, when you select the title bar, it is replaced by the menu bar. For
information about menus, see see “Using menus” in Chapter 4.

Getting help in Web Pro


Help is available in the following locations:
■ Tap the Menu icon and select Web Pro help in the Options menu for
information about Web Pro.
■ Most dialog boxes in Web Pro have help about the options in the dialog box. To
see that information, tap the Tips icon .
■ For help with drawing Graffiti® 2 characters, tap the Menu icon , tap Edit,
and then tap Graffiti 2 Help.

Disconnecting from and connecting to the Internet


While you’re working with stored information in Web Pro, such as saved pages,
stored versions of pages, and so forth, you can disconnect from the Internet in
order to reduce usage charges. You can connect to the Internet again when you
need access again.

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Browsing the web on your handheld

To disconnect from the Internet:


1. Tap the Menu icon .
2. Tap Disconnect in the Page menu.

To connect to the Internet:


1. Tap the Menu icon .
2. Select Connect in the Page menu.
The Service Connection Progress dialog opens.
3. If the connection is not established, do one of the following:
– Tap Cancel to stop the connection process.
– Tap Change Network to select a different service to connect to.

Browsing the web on your handheld


Just like the web browser you use on your desktop computer, Web Pro lets you
browse the web in several ways:
■ Visit a web page by entering its URL.
■ Visit another web page by tapping a link.
■ Go back to the pages you have already visited by using the Back and
Forward icons.

Visiting a web page


You can visit web pages using the Open URL dialog box or using the URL Entry
field.

To visit a web page using the Open URL dialog box:


1. Tap the Open URL icon .
2. Enter the URL of the web page you want to visit.
The field in the Open URL dialog box already contains the characters “www.”
If the web address you want to enter starts with another set of letters, just drag
over the “www.” and backspace to erase them.
Tap buttons to enter other characters commonly used in web addresses.

(Optional) Tap buttons to


complete the web address

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3. Tap Go.
During the short delay while the new page is being downloaded, the title bar
displays information about the download process.

Tells you what Web Pro is doing


(receiving data, sending data)

Indicates how much data has


been downloaded so far (in
kilobytes)

Activity icon shows you that


Web Pro is busy

To visit a web page using the URL Entry field:


1. Tap the URL Entry field at the top of the screen.

Select the URL field and enter


the URL

2. Enter the URL in the field.


3. Tap Go.

TIP If autofill is enabled, when you enter the first few letters of a URL that you’ve
entered before in the URL Entry field, Web Pro completes the URL for you. For more
information on autofill, see “Enabling or disabling autofill.”

Viewing different parts of a web page


If the web page is larger than your screen, you can tap and drag the stylus to move
the web page in any direction to view different parts of the web page.

NOTE Due to the ability to tap and drag pages to view other parts of a page, you
must tap and hold, then drag to select text when copying from a page.

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Browsing the web on your handheld

Following a link
Many web pages contain links, which are text or pictures that when clicked, take
you to another web page or to another part of the same page. Like many other web
browsers, Web Pro highlights these links by underlining them.

Links

To follow a link:
■ Tap the link.

TIPPress Select on the Navigator to select the first link on the screen. Press Up and
Down to navigate through the links, and then press Select to follow the link.

Returning to a web page you just visited


To go back to the last web page you visited:
■ Tap the Back icon .

To go back to an earlier page:


■ Tap the Back icon until you return to the page you want.
The list of visited pages (which is limited by your handheld’s memory) is called
the cache. See “Finding web pages you recently visited” for more information on
the cache.

To go forward through the cached pages:


■ Tap the Forward icon .

Returning to your home page


No matter where you navigate on the Internet, you can always return to your home
page quickly and easily.

To return to your home page:


■ Tap the Home Page icon in the Web Pro action bar .
If you want a different web page to be your home page, see “Changing your start
and home page.”

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Downloading files and pages


You can download files and save pages to your handheld or an expansion card.

Downloading a file to your handheld


Web Pro can download any type of file for which your handheld provides native
support, which means that your handheld contains an application that enables you
to open and view the file in its original format. (Some handheld applications allow
you to view files only after you perform a HotSync® operation, during which the
file is converted from its original format to different format. Web Pro does not
download files that are supported only in this way.) For example, if your handheld
contains an application that lets you open PDF documents without format
conversion required on the desktop computer, you will be able to download PDF
files with Web Pro.

Popular file types that Web Pro can download (when native support is present on
your handheld) include applications (.prc) and databases (.pdb) for Palm OS
software, as well as documents (.doc, .txt, and .pdf), images (.jpeg and .gif), and
music files.
Downloading a file is much like visiting a web page.

To download a file by following a link from a web page:


1. Tap the link.
The Download dialog box appears, asking you to confirm the file you want to
download.
If you want to download to an expansion card, select the Download to card
check box.
2. If the file is the one you want, tap Save.
A message appears showing you the progress of the download. When the file
download is complete, a message appears.
3. Tap OK.

To stop a web page from downloading:


■ Tap the Stop icon in the Web Pro action bar.

To stop a file from downloading:


■ Tap Cancel in the Download dialog box.
You can make changes to improve the download speed, such as not downloading
images that appear on web pages. See “Changing how images are downloaded.”

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Downloading files and pages

Saving a page
You can save a web page to your handheld.

To save a web page to your handheld:


1. Open the web page you want to save.
2. Open the menus.
3. Select Save Page from the Page menu.

4. (Optional) Change the page name or category.


5. Tap Save.

Viewing and editing a saved page on the handheld


When you open a saved page, remember that you’re seeing a copy of the actual
page.

To open a saved page:


1. Open the menus.
2. Select View Saved Pages from the Page menu.
3. Tap the name of the saved page you want to open.

Shows when you saved the page.


If you saved it today, it shows the
time. If you saved it before today,
it shows the date.

4. Tap Go.

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To edit information about a saved page:


1. Open the menus.
2. Select View Saved Pages from the Page menu.
3. Tap the name of the saved page you want to edit.
4. Tap Edit.
5. Edit the information about the saved page:
– Tap the Name field, and then enter a new name.
– Tap the Category pick list to change the category or to create a new category.
6. Tap Save.
A confirmation dialog box appears.
7. Tap Yes.
8. Tap Done.

To delete a saved page:


1. Open the menus.
2. Select View Saved Pages from the Page menu.
3. Tap the name of the saved page you want to delete.
4. Tap Delete.
A confirmation dialog box appears.
5. Tap OK.
6. Tap Done.

Viewing files on an expansion card


You can view saved files on an expansion card without an active internet
connection. The following files types can be opened from an expansion card: .html,
.htm, .gif, .jpg, and .png.

NOTE The Open from Card option appears only when an expansion card is inserted
into your handheld.

To view a file on an expansion card:


1. Open the menus.
2. Select Open from Card from the Page menu.
3. Open the folder that contains the file.
4. Select the file.
5. Tap Open.

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Viewing a file from another application

Viewing a file from another application


Web Pro also functions as a viewer, enabling you to quickly view certain files while
working in other applications. For example, if you read an e-mail message that has
an image file attached, tap the image file. If no other application on your handheld
is identified to open the image file by default, Web Pro opens so that you can view
the image.

Refreshing a page
To make sure you have the latest content, refresh the page.

To refresh a page:
■ Tap the Refresh icon .
You can also view old content instead of accessing the Internet. See “Controlling
how Web Pro accesses the Internet.”

Viewing information about a web page


Because of the limited space on the handheld screen, sometimes the current web
address (URL) gets truncated. To find the full URL, name, and size of the current
web page, open the Web Page Info dialog box.

To view information about the current web page:


1. Tap the Menu icon .
2. Select Page Info in the Page menu.

Using passwords
Some web sites require that you use a password to gain access to information.
Passwords in Web Pro work in a slightly different way from those in typical
desktop browsers.

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To enter a password:
1. Open the web page where you must enter the password. The password field
contains the word “Unassigned.”

2. Enter your sign-in name in the appropriate field.


3. Enter your password in the appropriate field and tap OK.
The password field now contains asterisks indicating the password has been
entered.
4. Tap the sign-in button (Enter, Go, and so forth) on the web page to gain access
to the password-protected information.

Copying and pasting text


To copy text, select the text and use the options from the Edit menu. For more
information about the edit functions, see “Editing records” in Chapter 4.
When editing, note the following:
■ None of the Edit options copy images, only text.
■ Due to the ability to tap and drag pages to view other parts of a page, you must
tap and hold, then drag to select text. For more information on tap and drag to
view other parts of a page, see “Viewing different parts of a web page” earlier
in this chapter.

Communicating with other users


Web Pro allows you to communicate with other users in several ways:
■ Use a mailto link in a web page to compose and send e-mail.
■ Beam a URL to another Web Pro user.
■ E-mail a URL to another user.

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Communicating with other users

Sending e-mail
Some web pages include “mailto” links. You can use these links to send e-mail to
others if you use the VersaMail™ application or another application that supports
this functionality. For more information on the VersaMail application, see
Chapter 16.

To send e-mail:
1. Tap a mailto link in a web page.
The e-mail application opens and a new e-mail message is created. The message
is already addressed to the mailto address, and the subject line may be filled out
for you, as well.
2. Compose your e-mail message in the e-mail application. For more information
on composing e-mail messages in the VersaMail application, see Chapter 16.
3. Tap Outbox to save the e-mail in your e-mail application’s outbox.
Use your e-mail application, such as VersaMail, to send the e-mail message.
You are returned to Web Pro and to the web page you were viewing.

Beaming a URL
You can share your favorite web pages with other Web Pro users by beaming URLs
to their handhelds.

To beam a web page’s URL:


1. Navigate to the web page.
2. Tap the Menu icon .and select Send from the Page menu.
A dialog box opens.
3. Point the IR port of your handheld directly at the IR port of the receiving device.
4. Tap Beam URL.
The recipient can choose to accept the beamed URL or not. If the recipient
chooses not to accept the URL, the beaming process ends.
Messages display showing the beaming progress. When the message closes, the
beaming process is complete.

E-mailing a URL
You can also e-mail the URLs of your favorite web pages to other users.

To e-mail a web page’s URL:


1. Navigate to the web page.
2. Tap the Menu icon and select Send from the Page menu.
A dialog box opens.

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3. Tap Mail URL.


The e-mail application opens.
4. Compose your mail message in the e-mail application.
For more information on composing e-mail messages in the VersaMail
application, see Chapter 16.
5. Tap Send to send the e-mail message now, Outbox to send the e-mail message
later, or Cancel.
You are returned to Web Pro and to the web page you were viewing.

Bookmarking your favorite pages


When you read a printed book, you place a bookmark at the page where you
stopped reading so that you can remember where you stopped. In the same way,
you can bookmark a web page for later reference. A bookmark in Web Pro doesn’t
store the actual page; instead, it stores a reference to the page’s URL.

Adding a bookmark
If you would like to visit the current page again, add a bookmark to the Bookmark
list.

To add a bookmark for the current page:


1. Tap the Menu icon , and then select Bookmark URL from the Page menu.
2. (Optional) Change the bookmark name, URL, or category.

Tap here to change the bookmark name


Tap here to choose a category

Tap here to change the URL

3. Tap Save.

Visiting a bookmarked page


Use your list of bookmarks to visit a particular page again.

NOTE You can set Bookmarks as your start page. See “Changing your start and
home page” later in this chapter.

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Bookmarking your favorite pages

To visit a bookmarked page:


1. Do one of the following:
– Tap the Bookmark icon .
– Open the menus, and then select View Bookmarks from the Page menu.

2. Do one of the following:


– Tap the name of the bookmarked page you want to visit, and then tap Go.
– If your handheld includes a navigator, press Up and Down to scroll through
the list of bookmarks, and then press Select to visit the bookmarked page
you’ve chosen.

Editing information about a bookmark


You can edit the name and URL of a bookmark, and change its category.

To edit information about a bookmark:


1. Do one of the following:
– Tap the Bookmark icon , and then tap Bookmarks.
– Tap the Menu icon , and then select View Bookmarks from the Page menu.
2. Do one of the following to select the bookmark you want to edit:
– Tap the name of the bookmark you want to edit.
– If your handheld includes a navigator, press Up and Down to scroll through
the list of bookmarks to the bookmark you want to edit.
3. Tap Edit.
4. Tap Details.
5. Edit the bookmark:
– Tap the Name field, and then enter a new name.
– Tap the URL box to change the address.
– Tap the Category pick list to change the category or to create a new category.

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6. Tap Save.
7. Tap Done.

Deleting a bookmark
You can delete bookmarks that you no longer want.

To delete a bookmark:
1. Press Select on the navigator.
2. Press Up and Down on the navigator to scroll through the list of bookmarks to
the bookmark you want to delete.
3. Tap Delete.
A confirmation dialog box appears.
4. Tap OK.
5. Tap Done.

Finding web pages you recently visited


Using the Back and Forward icons to browse through the pages you recently
visited, one page at a time, can be tedious. Instead, you can use the History list to
view a list of the pages you visited and go directly to any page in that list. The
History list contains a record of the last 50 pages you have visited and is saved even
when you exit Web Pro.
The History list also indicates pages that have been cached, or stored on your
handheld, which means you can view them again without connecting to the internet.

Returning to a page you visited


To return to a page you visited:
1. Tap the Menu icon .
2. Select History from the Options menu.
3. Tap the name of the web page you want to visit.

4. Tap Go.

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Changing page characteristics

Viewing a cached page


■ Tap a page that appears in the History list next to the cached icon.
A dialog box appears, reminding you that you are about to view old content.
■ Do one of the following:
– Tap Yes to view the stored version.
– Tap No, Get Latest to initiate an Internet connection and retrieve up-to-date
content.

Clearing the History list


If you’ve recently visited web pages you have no intention of visiting again, you
can clear the History list.

IMPORTANT Clearing the History list removes the record of your recent browsing
history. Pages you’ve recently visited are still available in the cache and you can visit
those pages by using the Back and Forward icons in the Web Pro action bar. If you
want to save the location or content of a web page indefinitely, create a bookmark or
a saved page for that page before clearing the History list. For more information on
the cache, see “Changing the size and content of the cache.” For more information on
the Back and Forward icons, see “Returning to a web page you just visited.”

To clear the History list:


1. Tap the Menu icon .
2. Select History from the Options menu.
3. Tap Clear.
A confirmation dialog box appears.
4. Tap OK.

NOTE This action clears only the contents of the History list. Your bookmarks
and saved pages are not deleted.

5. Tap Done.

Changing page characteristics


You can change the color of links on pages. In some cases, you can also change the
way images appear on pages.

Changing the default size of text


If the default size of the text is too small, you can increase the size.

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To change the default size of text:


1. Tap the Menu icon .
2. Select Font from the Options menu.
3. Choose font size and check the sample text.
4. When you’re satisfied with your choice, tap OK.

Changing display views


You can optimize your viewing of a web page on your handheld.
Normal View functionality is only available when the proxy server is turned off.
By default, your handheld comes with the proxy server turned on and displays
pages in Handheld view. When you select Normal View, you have a choice to turn
off the proxy server and display pages in Normal View, or remain in Handheld
View. By keeping the proxy server turned on, web pages generally load much
faster and your data charges are reduced. For more information on using a proxy
server, see “Changing the proxy server” later in this chapter.

To change display views:


1. Open the menus.
2. Select Options, and then tap one of the following options:

Normal View Displays the web page as it would appear in a desktop


computer web browser.

Handheld View Displays a modified version of the web page so that it is


optimized for handheld viewing.

Fullscreen View The web page fills the whole screen. To exit Fullscreen mode,
tap the circle icon in the upper-right corner.

Changing link colors


You can change the colors that are used to display visited and unvisited links on
the web pages you view.

To change link colors:


1. Tap the Menu icon .
2. Select Display Options from the Options menu.
3. Change the display colors for visited and/or unvisited links. The default
display color for unvisited links is blue; for visited links it is purple.
4. Tap OK.

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Changing your start and home page

Changing how images are downloaded


Images in web pages can be very large. If you are accessing the Internet by using a
proxy server, you may be able to set options to make web pages download faster
by reducing image quality or removing images altogether, or you may choose to
have images downloaded so that they appear at their highest quality.

IMPORTANT If you are not using a proxy server, you will only be able to select or
deselect an option to view images. When you choose to view images, they will be
displayed at their best quality.

To change how images are downloaded and displayed:


1. Open the menus.
2. Select Display Options from the Options menu.
3. Select one of the following items from the Images pick list:

No Images All web pages are downloaded without images. If images are
already in cache, they will be displayed.

Low Quality Images are compressed and have a very low resolution.
This makes downloading faster but results in reduced
image quality.

Normal Quality Image quality is average. This is the best compromise


between speed and image quality.

High Quality Image quality is better than average. This is the default setting.

Best Quality Images are downloaded at their highest quality. This may
result in longer download times.

4. Tap OK.

Changing your start and home page


You can select the start page you want Web Pro to open to when you first open the
browser. You can also change your home page to any web address.

NOTE Your service provider has the option to disable this choice. If the choice is
disabled, your changes have no effect.

To change your start page:


1. Tap the Menu icon .
2. Select Preferences from the Options menu.

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3. Select Default.
4. Tap Start With pick list and select from the options.
5. Tap OK.

To change your home page:


1. Tap the Menu icon .
2. Select Preferences from the Options menu.
3. Tap Default.
4. Tap the Home Page box.

Tap here

5. Enter the URL.


To make the page currently displayed in Palm Tungsten T3 your home page, tap
Current URL.
To select one of the last five home pages you’ve used as your home page, tap the
URL pick list and select a URL.
6. Tap OK.

Enabling or disabling autofill


Filling out an order form or application on the web usually requires entering
several pieces of information: your name, address, phone number, and so on. By
default, Web Pro stores the information you entered in these fields. The next time
you use that order form and type the first few letters in a field, Web Pro remembers
the last item you entered in that field that started with those letters, and fills in the
field.
This also applies to URLs. If autofill is enabled, when you enter the first few letters
of a URL you’ve entered before in the URL Entry field, Web Pro completes the URL
for you.

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Enabling or disabling cookies

To enable or disable autofill:


1. Tap the Menu icon .
2. Select Preferences from the Options menu.
3. Tap General.
4. In the Autofill Text check box, do one of the following:
– To turn off autofill, tap to remove the checkmark.
– To turn on autofill, tap to select it.
5. Tap OK.

Enabling or disabling cookies


Some web sites store information in a small text file, called a cookie. Cookies usually
contain information about you and your preferences for that web site. A site can
use this information to customize the pages you see the next time you visit.
Allowing a web site to create a cookie does not give the site access to the rest of
your handheld. A cookie stores only the information you provide while visiting
the web site.
By default, Web Pro saves the cookies it receives. You can tell it not to accept
cookies. You can also periodically delete cookies from your handheld.

To enable or disable cookies:


1. Tap the Menu icon .
2. Select Preferences from the Options menu.
3. Tap Advanced.
4. In the Accept cookies check box, do one of the following:
– To not store cookies, tap to remove the checkmark.
– To accept cookies, tap to select it.
5. Tap OK.

To delete cookies:
1. In the Advanced Preferences screen, tap the Delete Cookies box.
2. Tap OK in the Delete Cookies confirmation dialog box.

Enabling or disabling JavaScript


Web Pro supports JavaScript code on web pages. JavaScript is often used on web
pages for interactive content.
If Web Pro is configured for a Palm-hosted proxy server, JavaScript is enabled by
default and can’t be turned off.

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If Web Pro is configured for a non-Palm proxy server or to operate without a proxy
server, JavaScript is enabled by default, but you can disable JavaScript using the
procedure below.

NOTE Some JavaScript implementations are not supported, such as mouse


rollovers and form validation.

To enable or disable JavaScript:


1. Tap the Menu icon .
2. Select Preferences from the Options menu.
3. Tap Advanced.
4. In the Enable JavaScript check box, do one of the following:
– To disable JavaScript, tap to remove the checkmark.
– To enable JavaScript, tap to select it.
5. Tap OK.

Changing the size and content of the cache


The cache in Web Pro consists of web pages that are stored so you can view them
again without accessing the Internet. By default, this cache is saved, thereby saving
the content you’ve viewed even when you exit Web Pro.
You can change the size of the cache to increase the number of web pages stored,
you can choose to clear the cache immediately, or you can choose to clear the cache
each time you exit Palm Tungsten T3 so that it starts fresh at the beginning of each
session.

To change the size and content of the cache:


1. Tap the Menu icon .
2. Select Preferences from the Options menu.
3. Tap Advanced.

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Controlling how Web Pro accesses the Internet

4. Use one or more of the following options:

Clear Cache Tap to clear the cache immediately.

Clear cache on exit Select the check box to clear the cache each time you exit
Web Pro. Deselect the check box to keep the cache from
session to session.

Max. cache size Tap to change the maximum cache size used to store web
pages. The default size of the cache is 1,024KB and the
maximum size is 9,999KB.

NOTE Remember that your handheld has a limited amount of memory.


Choose a cache size that lets you store at least a few pages but still leaves room
on your handheld for other data and applications. A value of at least 500KB is
recommended.

5. Tap OK.

Controlling how Web Pro accesses the Internet


Because some wireless Internet service providers (ISPs) charge by the amount of
data you download, Web Pro is careful to limit how often it accesses the Internet.
If you have a faster or more permanent connection to the Internet, the default
settings should work for you.
If you have a slower or more expensive Internet connection, you can enable three
settings that can help reduce your access costs.

To change connection settings:


1. Tap the Menu icon .
2. Select Preferences from the Options menu.
3. Tap General.
4. Tap the check box next to the following options to enable or disable that option:

Offer old content if Old pages from cache are displayed instead of new
available versions being retrieved from the Internet, even if the old
pages are outdated. A dialog box is displayed informing
you when the page you are viewing is old.

Ask before You’re notified each time before you access the Internet.
connecting

Disconnect on Exit Your handheld disconnects from the Internet when you
exit Web Pro.

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By default, these options are disabled (that is, there are no checks in the check
boxes).
5. Tap OK.

Changing Network Preferences


Web Pro includes many options you can use to change the way in which you access
the network.

To change Network Preferences:


1. Tap the Menu icon .
2. Select Network from the Options menu.

3. Change one or more of the following settings:

Always connect using Check if you always want to use the same ISP to connect
to the Internet.
Service Select the ISP you want to use to connect to the Internet.

4. Tap Done.

Changing the proxy server


Using a proxy server reduces your data charges by downloading web pages faster.
Your handheld comes with the proxy server turned on. You can turn the proxy
server off, or configure some other proxy server.

NOTE Normal view of the web pages is only available when the proxy server is
turned off. For more information on using the different display views, see “Changing
display views” earlier in this chapter.

To turn on or off the proxy server or to configure another the proxy server:
1. Tap the Menu icon .
2. Select Preferences from the Options menu.
3. Tap Advanced.

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Changing the proxy server

4. In the Use proxy server check box, do one of the following:


– To not use a proxy server, tap to remove the checkmark.
– To use a proxy server, tap to select it.
If you want to use a proxy server other than the default Palm hosted proxy
server, enter the appropriate server address and port number.
5. Tap OK.

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CHAPTER 19

Using World Clock

World Clock enables you to view the current time and date in multiple
locations and to set an alarm.

To open World Clock:


1. Tap the Home icon .
2. Select the World Clock icon .

TIP You can also open World Clock by tapping the Clock icon in the
upper-left corner of the Graffiti® 2 input area and then tapping Go to Clock, or
when your handheld is off, you can press Select on the navigator and then tap
Go to Clock.

Viewing the time


There are several ways for you to easily check the current time and date.

To view the time:


Do one of the following:
■ When your handheld is on, tap the Clock icon in the upper-left corner of the
Graffiti 2 input area.
Your handheld displays the time for two seconds and then returns to the
previous application.

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■ When your handheld is off, press Select on the navigator.


Your handheld turns on, displays the time, and then turns off after a few
seconds.
■ Tap the Home icon , and then select the World Clock icon .

Setting the primary location


You can use World Clock to select the location, date, and time for the primary
location. Keep in mind that the primary location settings are also your system date
and time and that these settings are used by all the applications on your handheld.
The primary location settings also appear in the Date & Time Preferences screen.
Similarly, if you change the settings in the Date & Time Preferences screen, those
settings become your system date and time and also appear under the primary
location in World Clock. The primary location settings also serve as a point of
reference for the secondary locations.

To set the primary location:


1. Tap the primary location pick list.

Primary location
pick list

2. Tap the location you want to use as the primary location.


The location you select is typically a large city in the same time zone as the one
where you live. If an appropriate choice does not appear in the list, see “Adding
a location” later in this chapter to create a new location.
3. Tap OK.

To set the date:


1. Tap Set Date & Time.
2. Tap the Set Date box.

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Setting the primary location

3. Tap the arrows to select the current year.

Tap
arrows
to
select
year

Tap to
select
month

Tap to set date Tap to select date

4. Tap the current month.


5. Tap the current date.
6. Tap Done.

To set the time:


1. Tap Set Date & Time.
2. Tap the Set Time box.

Tap to set time

3. Tap the up or down arrow to change the hour.


4. Tap each number of the minute, and then tap an arrow to change the minutes.
5. Tap OK.
6. Tap Done.

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Choosing a different primary location


If you travel to another location and you want alerts to appear based on local time,
you need to change the primary location to update the system time.

To change the primary location:


1. Tap the pick list next to the current primary location.

Primary
location
pick list

2. Tap the location you want to use as the new primary location.
If the new location is in another time zone, World Clock automatically updates the
date and time in all the applications on your handheld.

Setting the secondary locations


The secondary locations display the date and time in two locations other than the
primary location.

To select a secondary locations:


1. Tap the pick list next to the secondary location.
2. Tap the location you want to use as the new secondary location.
If an appropriate location does not appear in the list, see the next section, “Adding
a location.”

Adding a location
If an appropriate location does not appear in the Location pick list, you can add a
new location to the list. When you add a location, the default Time Zone and
Daylight Saving settings are usually correct. However, you can adjust these
settings if necessary. When the Daylight Saving options are active, the time change
automatically occurs at 1:00 AM on the selected start and end dates.

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Adding a location

To add a location:
1. Tap a Location pick list.
2. Select Edit List.
3. Tap Add.
4. Select a location that is in the same time zone as the city you want to add.
5. Tap OK.
6. (Optional) Tap the Name field and modify the location name.
7. (Optional) Tap the Time Zone box and select a time zone.

8. Tap OK.
9. Tap Done.

To set Daylight Saving options:


1. From the Edit Location dialog box, tap the This location observes Daylight
Saving Time check box to select it.
2. Tap the Start box.

3. Tap the month when daylight saving begins.


4. Tap the Week pick list.
5. Select the week when daylight saving begins within the selected month.
6. Tap the Day pick list.

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7. Select the day of the week when daylight saving begins within the selected
week.
8. Tap OK.
9. Tap the End box and repeat steps 3 through 8 to select when daylight saving
ends.
10. Tap OK.

Modifying a location
You can edit the location information.

To modify a location:
1. Tap a Location pick list.
2. Select Edit List.
3. Select the location you want to modify.
4. Tap Edit.
5. Adjust the settings. See “Adding a location” earlier in this chapter for details.
6. Tap OK.
7. Tap Done.

Removing a location
You cannot remove a location that is currently assigned to the primary location.

To remove a location:
1. Tap a Location pick list.
2. Select Edit List.
3. Select the location you want to remove.
4. Tap Remove.
5. Tap OK to confirm the deletion.
6. Tap Done.

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Setting an alarm

Setting an alarm
You can set an alarm to sound during the next 24-hour period.

To set an alarm:
1. Tap the box next to the Alarm icon to open the Set Alarm dialog box.
2. Tap the time columns to set the hour and minute.
3. Tap OK.
4. When the alarm reminder message appears, do one of the following:
Tap OK to permanently dismiss the reminder and return to the current screen.
Tap Snooze to dismiss the reminder and return to the current screen. An
attention indicator blinks in the upper-left corner of the screen to remind you of
the pending alarm, and the reminder message appears again in five minutes.
When the reminder message reappears, the current time appears in the
Reminder bar and the alarm time appears on the screen.
Tap Go To to open World Clock and to dismiss the alarm.

Using World Clock menus


World Clock features that are not explained elsewhere in this book are described
here. See “Using menus” in Chapter 4 for information about choosing menu
commands.

Options menu
Display Options Opens a dialog box where you can choose which information
appears on the World Clock screen.
Show Multiple Locations: Activates the secondary location
displays. When it is selected, the secondary locations appear
below the primary location.
Date:Activates the date display. When it is selected, the date
appears below the time for each location.
Alarm Sound:Sets the sound of the alarm. The choices are Alarm,
Preferences Bumble Bee, Reveille, Sonata, Wake Up, and Warbler.
Volume: Defines how loud the alarm sounds. The choices are
Low, Medium, and High.

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268
CHAPTER 20

Performing HotSync® Operations

HotSync® technology enables you to synchronize data between one or more


Palm OS® handhelds and Palm™ Desktop software or another personal
information manager (PIM) such as Microsoft Outlook. To synchronize data, you
must connect your handheld and your computer either directly or indirectly.
Direct methods include placing your handheld in the cradle/cable attached to
your computer, using infrared communications, or using a Bluetooth™
connection. Indirect methods include using a modem or network HotSync
technology.

Selecting HotSync setup options


You can choose when HotSync Manager will run. If necessary, you can adjust the
local and modem HotSync settings as well.

To set the HotSync options on a Windows computer:


1. Click the HotSync icon in the Windows system tray (lower-right corner of
the taskbar).
If you do not see the HotSync icon, you need to start HotSync Manager: On the
Windows desktop, click Start, and then select Programs. Navigate to the Palm
Desktop software program group, and select HotSync Manager.
Alternatively, you can start the Palm Desktop software, which automatically
opens the HotSync Manager.
2. Select Setup.

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3. Click the General tab, and select one of the following options:

Always available Adds HotSync Manager to the Startup folder and


constantly monitors the communication port for
synchronization requests from your handheld. With this
option the HotSync Manager synchronizes data even
when Palm Desktop software is not running.

Available only when Starts HotSync Manager and monitors requests


the Palm Desktop automatically when you open Palm Desktop software.
software is running

Manual Monitors requests only when you select HotSync Manager


from the Start menu.

If you’re not sure which option to use, keep the default setting: Always
available.
4. If you are using a serial cradle/cable, click the Local tab to display the settings
for the connection between your computer and the handheld cradle/cable, and
adjust the following options as needed.
If you are using the USB cradle/cable, you do not need to use the settings on the
Local tab for a direct HotSync operation.

Serial Port Identifies the port that HotSync Manager uses to


communicate with the cradle/cable. If necessary, you can
change the port selection.
Your handheld cannot share this port with an internal
modem or other device.

Speed Determines the speed at which data is transferred between


your handheld and Palm Desktop software. Try the As Fast
As Possible rate first, and adjust downward if you experience
problems. This setting allows your handheld to synchronize
with your computer at the fastest speed possible.

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Selecting HotSync setup options

5. Click the Modem tab to display the modem settings and adjust the options as
needed. For more information, see “Conducting modem HotSync operations”
later in this chapter.
6. If your computer is attached to a network, click the Network tab to display the
network settings and adjust the options as needed. For more information, see
“Conducting network HotSync operations” later in this chapter.
7. Click OK.

To set the HotSync options on a Mac computer:


1. Double-click the HotSync Manager icon in the Palm folder.
2. Click the HotSync Controls tab, and select any of the following options.

Shown with Mac OS X

HotSync Enabled/ Activates the transport monitor and prepares your Mac
Disabled computer to synchronize with your handheld. By default,
the transport monitor is enabled to listen on USB and
PalmConnect whenever you start your computer.
If you are using Mac OS 9.1 and the optional serial HotSync
cradle/cable and you use the same serial port for other
devices besides the HotSync cradle/cable, disable the
transport monitor and then enable it manually only when
you connect the cradle/cable to perform a HotSync
operation.

Enable HotSync Activates the transport monitor automatically each time


software at system you start your computer. If this option is not selected, you
startup
must open HotSync Manager and select the Enabled option
before you can perform a HotSync operation.

Show more detail Includes more troubleshooting information in the log that is
in HotSync Log generated when you perform a HotSync operation.

NOTE The Connection Settings tab for a direct HotSync operation are set
automatically when you perform the first HotSync operation.

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3. If you are using the USB cradle/cable, you do not need to adjust the settings on
the Connection Settings tab for a direct HotSync operation; they are set
automatically when you perform the first HotSync operation.
If you are using Mac OS 9.1 and the optional serial cradle/cable, click the
Connection Settings tab and select the port where you attached the cradle/
cable.
.

Shown with Mac OS 9.1

You can set both Modem and Printer port settings and prepare your computer
to synchronize with your handheld using the HotSync cradle/cable or a
modem. However, choosing both setups prevents you from using either port for
other operations such as printing, faxing, or AppleTalk networking.
4. Close the HotSync Software Setup window.

Customizing HotSync application settings


For each application, you can define a set of options that determines how records
are handled during synchronization. These options are called a conduit. By default,
a HotSync operation synchronizes all files between the handheld and Palm
Desktop software.

IMPORTANT If you are synchronizing data between Microsoft Outlook and your
handheld, you can customize the conduit settings from your handheld by selecting
Microsoft Outlook from the HotSync Options menu. For complete details about MS
Outlook conduit settings, see the MS Outlook conduit help in HotSync Manager.
Follow these steps to access MS Outlook conduit help:
– Click the HotSync icon in the Windows system tray
– Select Custom.
– Select one of the Outlook conduits from list.
– Select Change.
– Select one of the conduits from the list.

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Customizing HotSync application settings

In general, you should leave the default settings to synchronize all files. The only
reason you might want to change these settings is to overwrite data on either your
handheld or Palm Desktop software, or to avoid synchronizing a particular type of
file because you don’t use it.
In addition to the conduits for Calendar, Contacts, Tasks, Memos, Note Pad, Voice
Memo, and Palm™ Photos, Palm Desktop software includes System and Install
conduits. The System conduit backs up the system information stored on your
handheld, including Graffiti® 2 ShortCuts. The Install conduit installs add-on
applications on your handheld.

To customize HotSync application settings on a Windows computer:


1. Click the HotSync icon in the Windows system tray (lower-right corner of
the taskbar).
You can also click the HotSync command on the Palm Desktop software
menu bar.
2. From the HotSync Manager menu, select Custom.
3. Select the appropriate username from the list.
4. Select an application in the Conduit list.
5. Click Change.
6. For each application, click the direction in which you want to write data, or click
Do Nothing to skip data transfer for an application.
Changing the HotSync setting from the default affects only the next HotSync
operation. Thereafter, the HotSync Actions revert to their default settings. To
use a new setting on an ongoing basis, select the Set As Default box. Thereafter,
whatever you selected as the default setting is used when you click the Default
button in the Custom dialog box.

7. Click OK.
8. Click Done to activate your settings.

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To customize HotSync application settings on a Mac computer:


1. Double-click the Palm Desktop icon in the Palm folder.
2. From the HotSync menu, select Conduit Settings.
3. From the User pop-up menu, select the appropriate username.
4. Select an application in the Conduit list.
5. Click Conduit Settings.
6. For each application, click the direction in which you want to write data, or click
Do Nothing to skip data transfer for an application.
Changing the HotSync setting from the default affects only the next HotSync
operation. Thereafter, the HotSync Actions revert to their default settings. To
use a new setting on an ongoing basis, click Make Default. Thereafter, whatever
you selected as the default setting is used for HotSync operations.

Shown with Mac OS X

7. Click OK.
8. Close the Conduit Settings window.

Conducting cradle/cable HotSync operations


The simplest way to synchronize data is to perform a direct HotSync operation by
seating your handheld in the cradle/cable and pressing the HotSync button.

Performing a cradle/cable HotSync operation: Windows computers


The first time you synchronize your data, you need to enter user information on
Palm Desktop software. After you enter this information and synchronize with
your handheld, the HotSync Manager recognizes your handheld and doesn’t ask
for this information again.
If you are a system administrator preparing several handhelds for a group of users,
you may want to create a user profile. See “Creating a user profile” later in this
chapter before performing the following steps.

IMPORTANT You must perform your first HotSync operation with a local, direct
connection or with infrared communication, rather than with a modem or network.

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Conducting cradle/cable HotSync operations

The following steps assume that you have already installed Palm Desktop
software. If you have not installed this software, see “Step 4: Run Palm Setup
Wizard” in Chapter 1 for instructions.

To perform a local HotSync operation on a Windows computer:


1. Place your handheld in the cradle/cable.

2. If the HotSync Manager is not running, start it: On the Windows desktop, click
Start, and then select Programs. Navigate to the Palm Desktop software
program group, and select HotSync Manager. Alternatively, you can start the
Palm Desktop software, which automatically opens the HotSync Manager.
3. Press the HotSync button on the cradle/cable.

IMPORTANT The first time you perform a HotSync operation, you must enter a
username in the New User dialog box and click OK. Every handheld should have
a unique name. To prevent loss of a user’s records, never try to synchronize more
than one handheld to the same username.

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The HotSync Progress dialog box appears, and synchronization begins.

4. Wait for a message on your handheld indicating that the process is complete.
When the HotSync process is complete, you can remove your handheld from
the cradle/cable. Gently tilt your handheld forward in the cradle/cable, and
then lift it up to remove it.

Performing a direct HotSync operation: Mac computers


When you installed Palm Desktop software, you entered a username. This user
name is the connection between your handheld and your computer.
The first time you perform a HotSync operation the Palm Desktop software does
the following:
■ Adds a username to your handheld.
■ Creates a folder for the username in the Users folder inside the Palm folder. For
example, if you entered Jane Garcia as your user name, a folder named Jane
Garcia is created in the Users folder.

Shown with Mac OS X

■ Creates a file named User Data in your username folder.


User names appear in the User pop-up menu on the right side of the toolbar. You
can change users by selecting a new name in the pop-up menu.
Each subsequent time you perform a HotSync operation, HotSync Manager reads
the username from your handheld and synchronizes the data in the folder of the
same name.
Be sure you select the correct username from the User pop-up menu before
entering data on Palm Desktop or performing a HotSync operation.

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Conducting cradle/cable HotSync operations

If you are a system administrator preparing several handhelds for a group of users,
you may want to create a user profile. See “Creating a user profile” later in this
chapter before performing the following steps.

IMPORTANT You must perform your first HotSync operation with a local, direct
connection or with infrared communication, rather than with a modem.

The following steps assume that you have already installed Palm Desktop
software. See “Step 4: Run Palm Setup Wizard” in Chapter 1 if you have not
installed this software.

To perform a local HotSync operation on a Mac computer:


1. Place your handheld in the HotSync cradle/cable.

2. Make sure that HotSync Manager is enabled: Double-click the HotSync


Manager icon in the Palm folder. Click the HotSync Controls tab, and make sure
the Enabled option is selected.
3. Press the HotSync button on the cradle/cable.

The HotSync Progress dialog box appears, followed by the Select User
dialog box.

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4. In the Select User dialog box, select the user name you entered when you
installed the Palm Desktop software, and click OK.

Shown with Mac OS X

The HotSync Progress dialog box reappears, and synchronization begins.

Shown with Mac OS X

5. Wait for a message on your handheld indicating that the process is complete.
When the HotSync process is complete, you can remove your handheld from
the cradle/cable. Gently tilt your handheld forward in the cradle/cable, and
then lift it up to remove it.

Conducting IR HotSync operations


You can use the infrared (IR) port on your handheld to perform HotSync
operations. When you perform an IR HotSync operation, you don’t need your
cradle/cable. However, you must have a computer that’s equipped with an IR port
and that supports the IrCOMM implementation of the Infrared Data Association
(IrDA) standards. This is especially useful if you travel with an infrared-enabled
laptop. You simply enable infrared communication on your laptop and handheld
and follow the steps in “Performing an IR HotSync operation” later in this section.

Preparing your computer for infrared communication


Before you can perform a HotSync operation using the IR port, the computer with
which you want to synchronize must fulfill these requirements:
■ Your computer must support the IrCOMM implementation of the IrDA
standards.
■ Your computer must have an enabled infrared port that’s built into the
computer, or an enabled infrared device attached to the computer.
■ Some desktop computers may require an infrared device attached to a physical
COM port. Laptops are likely to have a built-in IR port, so no external device is
necessary.

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Conducting IR HotSync operations

■ Your computer must have an installed infrared driver.


■ If you have an external infrared device attached to your computer, a driver is
probably included with the device. Consult the documentation included with
the device for information on installing the required driver.
Check your computer’s documentation to learn whether the computer supports
infrared communication.

To configure HotSync Manager for infrared communication on a Windows computer:


■ Click the HotSync Manager icon in the Windows system tray, and make sure
that Infrared is selected.
– If you have an Infrared option on the HotSync Manager menu, and that
option is selected, skip to “Performing an IR HotSync operation.”
– If you do not have an Infrared option on the HotSync Manager menu,
complete the following steps:
a. Make sure that Local Serial is selected on the menu.
b. From the HotSync Manager menu, select Setup.
c. Click the Local tab.
d. In the Serial Port drop-down box, select the simulated port that your
computer uses for infrared communication.

See the documentation for your operating system for instructions on


finding the simulated port. This information is usually located in the
Control Panel.
e. Click OK.

NOTE If your cradle/cable is connected to a USB port, you can continue using the
cradle/cable while HotSync Manager is configured for infrared communication. If
your cradle/cable is connected to a serial port, you cannot use your HotSync
cradle/cable again until you reconfigure the HotSync Manager to communicate with
the port defined for cradle/cable synchronization.

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To configure HotSync Manager for infrared communication on a Mac computer:


1. Double-click the HotSync Manager icon in the Palm folder.
2. In the HotSync Controls tab, select Enabled.
3. Click the Connection Settings tab.
4. Select the On check box next to IR port.

Shown with Mac OS X

5. Close the HotSync Software Setup window.

Performing an IR HotSync operation


After you complete the steps to prepare for performing an IR HotSync operation,
it’s easy to perform the actual operation.

To perform an IR HotSync operation:


1. Tap the Home icon .
2. Select the HotSync icon .
3. Tap Local.
4. Tap the pick list below the HotSync icon and select IR to a PC/Handheld.
5. Position the IR port of your handheld within a couple of inches of the infrared
port of your computer.
6. Tap the HotSync icon to start the IR HotSync operation.

Tap here to start


IR HotSync
operation

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Conducting IR HotSync operations

Returning to cradle/cable HotSync operations


If your cradle/cable is connected to a USB port, you can continue using it while
HotSync Manager is configured for infrared communication. Use the following
instructions to return to local USB cradle/cable HotSync operations only when
necessary, such as when you have disconnected the cradle/cable from the
USB port.

To return to local USB cradle/cable HotSync operations on a Windows computer:


1. If necessary, connect the cradle/cable to the USB port of the computer you use
for HotSync operations.
2. Click the HotSync Manager icon in the Windows system tray, and select
Local USB if it is not already selected.

To return to local serial cradle/cable HotSync operations on a Windows computer:


1. If necessary, connect the cradle/cable to the port of the computer you use for
HotSync operations.
2. Click the HotSync Manager icon in the Windows system tray.
3. Select Setup, and then click Local.
4. Select the COM port where your cradle/cable is connected.
5. Click OK.
On a Mac computer, the HotSync Manager software monitors all ports at the same
time. However, you may want to turn off the IR port when you’re not using, to
improve performance of HotSync operations.

To return to local serial cradle/cable HotSync operations on a Mac computer:


1. If necessary, connect the cradle/cable to a serial port on your computer.
2. Double-click the HotSync Manager icon in the Palm folder.
3. In the HotSync Controls tab, select Enabled.
4. Click the Connection Settings tab, and select the correct connection.
5. Close the HotSync Software Setup window.
The next time you want to perform a HotSync operation, just press the HotSync
button on the cradle/cable, as you always did before.

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Conducting modem HotSync operations


You can use a modem to synchronize your handheld when you are away from your
computer.

IMPORTANT You must perform the first HotSync operation by using a local, direct
connection or infrared communication. After that, you can perform a modem
HotSync operation.

To perform a modem HotSync operation you need the following:


■ A modem connected to your computer.
■ Palm Desktop software configured for use with the modem.
■ A modem connected to your handheld.
■ A configuration for the kind of modem connection you want to make.
See “Connection Preferences” in Chapter 21 for more information.

Preparing your computer for a modem HotSync operation


Be sure to perform these steps before you leave your office so that your computer
is ready to receive a call from your handheld.

To prepare a Windows computer for a modem HotSync operation:


1. Confirm that the computer modem is connected and turned on and that no
communications applications, such as fax or telephony software, are running on
a COM port.
Make sure the computer is disconnected from all online services, such as
America Online (AOL). This helps to avoid conflicts with the COM port.
2. Start HotSync Manager if it is not already running, and from the HotSync
Manager menu, select Modem.

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Conducting modem HotSync operations

3. Adjust the following options as needed.

Serial Port Identifies the port for the modem. If you are unsure of the port
assignment, look at the Modem Properties in the Windows
Control Panel.

Speed Determines the speed at which data is transferred. Try the As


Fast As Possible rate first, and adjust downward if you
experience problems. This setting allows your handheld to
synchronize with your computer at the fastest speed possible.

Modem Identifies the modem type or manufacturer. Refer to your


modem manual or faceplate for its type or settings. If you’re not
sure of your modem type or if your modem doesn’t match any
that appear in the list, select Hayes Basic.

Setup String Identifies the setup string for your particular modem. Not all
modems require a setup string. Refer to your modem manual,
and enter the setup string if it is recommended by the
manufacturer.

4. Click OK.

To prepare a Mac computer for a modem HotSync operation:


1. Confirm that the computer modem is connected and turned on and that no
communications applications, such as fax or telephony software, or AppleTalk
networking are running on that serial port.
Make sure your computer is disconnected from all online services, such as
CompuServe and America Online (AOL). This helps to avoid conflicts with the
serial port. In addition, your computer must be on, and it should not be in sleep
mode when receiving a call from a remote handheld.
2. Double-click the HotSync Manager icon in the Palm folder.
3. Click the HotSync Controls tab and enable the Transport Monitor, if it is not
already enabled.

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4. Click the Connection Settings tab.


5. Select the On check box for the modem connection you’re using, and then click
Settings.
6. In the Settings dialog box, select Modem as the connection type, if it is not
already selected.

NOTE This step is not necessary for internal modems.

7. Adjust the following options as needed.

Shown with Mac OS X

Modem Identifies the type of modem connected to your computer. If


your modem does not appear on the list, use the Hayes Basic
setting, or select Custom to enter a command string. Refer to
the manual that came with your modem to find the
appropriate command string.

Modem Speaker Activates the modem’s speaker. If you are having trouble
connecting, turn on this option to make sure that the modem
connected to your computer is responding to incoming calls.

8. Click OK.
9. Close the HotSync Software Setup window.

Preparing your handheld for a modem HotSync operation


There are a few steps you must perform to prepare your handheld for a modem
HotSync operation.

To prepare your handheld for a modem HotSync operation:


1. Tap the Home icon .
2. Select the HotSync icon .
3. Tap Modem.

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Conducting modem HotSync operations

4. Tap the pick list below the icon and select a modem configuration.

Select a modem
configuration

If you need to create a configuration, tap the Menu icon , and then select
Connection Setup on the Options menu. See “Connection Preferences” in
Chapter 21 for more information.
5. Tap the Enter phone # field.

Tap here

If you plan to connect to your company’s dial-in server (network modem)


instead of connecting to a computer modem, see “Conducting network
HotSync operations” later in this chapter.
6. Enter the telephone number to access the modem connected to your computer.
7. If necessary, enter a dial prefix (such as “9”) to access an outside line, and then
tap the Dial Prefix check box.

TIP You can enter a comma in the field to introduce a “pause” in the dialing
sequence. Each comma equals a two-second pause.

8. If the phone line you’re using for the handheld has Call Waiting, select the
Disable call waiting check box to avoid an interruption during the modem
HotSync operation.
9. If you want to use a calling card to place the call, select the check box and enter
the calling card number.
10. Tap OK.

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Selecting the conduits for a modem HotSync operation


The Conduit Setup dialog box on your handheld enables you to define which files
and/or applications are synchronized during a modem HotSync operation. You
can use these settings to minimize the time required to synchronize data with a
modem.

IMPORTANT If you are synchronizing data between Microsoft Outlook and your
handheld, you can customize the conduit settings from your handheld by selecting
Microsoft Outlook from the HotSync Options menu. For complete details about MS
Outlook conduit settings, see the MS Outlook conduit help in HotSync Manager.
Follow these steps to access MS Outlook conduit help:
– Click the HotSync icon in the Windows system tray
– Select Custom.
– Select one of the Outlook conduits from list.
– Select Change.
– Select one of the conduits from the list.

To change the Conduit Setup for a modem HotSync operation:


1. Tap the Home icon .
2. Select the HotSync icon .
3. Tap the Menu icon .
4. Select Conduit Setup from the Options menu.
5. Tap the check boxes to deselect the files and applications that you do not want
to synchronize during a modem HotSync operation. The default setting is to
synchronize all files.

Applications that do not have a database (such as games) are not synchronized,
even if you select the item in the Conduit Setup dialog box.
6. Tap OK.

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Conducting Bluetooth HotSync operations

Performing a modem HotSync operation


After you prepare your computer and your handheld and select your Conduit
Setup options, you are ready to perform a modem HotSync operation.

To perform a modem HotSync operation:


1. Tap the Home icon .
2. Select the HotSync icon .
3. Tap the Modem icon to dial the Palm Desktop modem and synchronize the
applications.
4. Wait for the HotSync operation to complete. If you have any problems
conducting a successful HotSync operation, see “HotSync problems” in
Appendix B.

Conducting Bluetooth HotSync operations


If you have a Bluetooth computer running Windows 98/Me/NT/2000 or
Mac OS X, version 10.1.2 or later with the Apple Bluetooth software, you can use
Bluetooth technology to perform wireless HotSync operations.

NOTE Go to the web site www.palm.com/support for additional information on


compatibility with other versions of the Windows operating system.

Preparing your computer for a Bluetooth HotSync operation


There are a few steps you must perform to prepare your computer for a Bluetooth
HotSync operation.

To prepare your Windows computer for a Bluetooth HotSync operation:


1. Use the Bluetooth setup software on your computer to open or create a virtual
serial port for Bluetooth communication. See the documentation included with
your computer for instructions on changing port settings or configuring the
Bluetooth serial host.
2. Click the HotSync Manager icon in the Windows system tray, and then select
Setup.

Click the HotSync Manager icon

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3. Click the Local tab.

Select the port from the


drop-down list

4. In the Serial port drop-down box, select the virtual serial port you chose or
created in step 1.
5. Click OK.

To prepare your Mac computer for a Bluetooth HotSync operation:


1. Double-click the HotSync Manager icon in the Palm folder.
2. In the HotSync Controls tab, select Enabled.
3. Click the Connection Settings tab, and select the On check box next to
bluetooth-pda-sync-port.

Shown with Mac OS X

4. Close the HotSync Software Setup window.

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Conducting Bluetooth HotSync operations

Preparing your handheld for a Bluetooth HotSync operation


There are a few steps you must perform to prepare your handheld for a Bluetooth
HotSync operation.

To prepare your handheld for a Bluetooth HotSync operation:


1. Create a trusted pair with your computer. See “Adding trusted devices” in
Chapter 21 for details.
2. Create a connection with your computer. See “Creating Bluetooth connections”
in Chapter 21 for details.
3. Tap the Home icon .
4. Select the HotSync icon .
5. Tap the pick list in the center of the screen and select the connection settings you
just created.

Performing a Bluetooth HotSync operation


After you prepare your computer and your handheld, you are ready to perform a
Bluetooth HotSync operation.

To perform a Bluetooth HotSync operation:


1. Tap the Home icon .
2. Select the HotSync icon .
3. Tap the HotSync icon in the center of the screen.

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Conducting network HotSync operations


When you use the network HotSync technology, you can take advantage of the
LAN and WAN connectivity available in many office environments. Network
HotSync technology enables you to perform a HotSync operation by using
Bluetooth technology or an 802.11 accessory to make a wireless connection to a
network, by dialing in to a network, or by using a cradle/cable that is connected to
any computer on your LAN or WAN (provided that the computer connected to the
cradle/cable also has the network HotSync technology installed, your computer is
on, and the HotSync Manager is running).

IMPORTANT Network HotSync technology is available only on Windows computers.


You must perform the first HotSync operation by using a local, direct connection or
infrared communication. After that, you can perform a network HotSync operation.

Connecting to your company’s dial-in server


A network HotSync operation requires the following (consult your system
administrator for assistance):
■ Your computer has TCP/IP support installed.
■ Both your company’s network system and its remote access server support
TCP/IP.
■ You have a remote access account.
Everything you need for connecting to your company’s dial-in server (network
modem) is included with Palm Desktop software and handheld software. You
need to activate the feature, however, on both Palm Desktop software and your
handheld.

To prepare your Windows computer for a network HotSync operation:


1. Click the HotSync Manager icon in the Windows system tray.
2. From the HotSync Manager menu, select Network.

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3. From the HotSync Manager menu, select Setup.


4. Click the Network tab and make sure your user name has a checkmark next to
it. If the checkmark is not there, click the check box next to your user name.

5. Click OK.
6. Put your handheld in the cradle/cable, and perform a HotSync operation.
The HotSync operation records network information about your computer on
your handheld. With this information, your handheld can locate your computer
when you perform a HotSync operation over the network.

To prepare your handheld for a network HotSync operation:


1. Tap the Home icon .
2. Select the HotSync icon .
3. Tap the Menu icon .
4. From the Options menu, select Modem Sync Prefs.
5. Tap Network.

6. Tap OK.

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7. Tap Select Service.

Tap here

NOTE See “Network Preferences” in Chapter 21 for information on creating a


network or Bluetooth connection.

8. Tap Service and select a service.

Tap here

9. Tap Done.
10. Tap the Menu icon .
11. From the Options menu, select Conduit Setup.
For instructions, see “Selecting the conduits for a modem HotSync operation”
earlier in this chapter.

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Using File Link

Performing a network HotSync operation


After you prepare your computer and your handheld and select your Conduit
Setup options, you are ready to perform a network HotSync operation.

To perform a network HotSync operation:


■ Tap the modem HotSync icon to begin the operation.

Using File Link


The File Link feature enables you to import Contacts and Memos information onto
your handheld from a separate external file such as a company phone list. HotSync
Manager stores the data in a separate category on your Palm Desktop software and
your handheld. You can configure the File Link feature to check for changes to the
external file when you perform a HotSync operation.
With File Link you can import data stored in any of the following formats:
■ Comma-separated (*.csv)
■ Memos archive (*.mpa)
■ Contacts archive (*.aba)
■ Text (*.txt)
For information on how to set up a file link, see the Palm Desktop online Help.

NOTE The File Link feature is not available in Palm Desktop software for Mac.

Creating a user profile


A user profile enables you to install the same set of data onto multiple Palm OS
handhelds before each handheld is individualized with a specific username and
data file.
A handheld that is preconfigured with a user profile can be given to anyone,
because the handheld is not yet identified by a unique username. The handheld
acquires a unique username when the new user performs his or her first local
HotSync operation.

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For example, suppose a sales organization wants to distribute two dozen


handhelds that all have a common company phone list, a set of memos, and several
key applications. A user profile can be created to install the common data before
the handhelds are distributed to the employees who will use them. Then when the
employees perform their first HotSync operation, the common data becomes part
of their individual data file.

NOTE The handhelds that are synchronized with a user profile must be either new
ones that have never been synchronized or handhelds that have had their usernames
and data removed by a hard reset.

To create a user profile on a Windows computer:


1. Open Palm Desktop software.
2. From the Tools menu, select Users.
3. Click Profiles.
4. Click New.

5. Enter a unique name for the profile, and click OK.

6. Repeat steps 3 through 5 for each profile that you want to create, and then click
OK to return to Palm Desktop software.
7. Select the profile from the User list, and create the data for the profile (such as a
company phone list).

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Creating a user profile

To create a user profile on a Mac computer:


1. Open Palm Desktop software.
2. From the User pop-up menu, select Edit Users.
3. Click New Profile.

Shown with Mac OS X

4. Enter a unique name for the profile, and click OK.

Shown with Mac OS X

5. Close the Users window.


6. From the User pop-up menu, select the new profile.
7. Create the data for the profile (such as a company phone list).
8. From the HotSync menu, select Conduit Settings.
9. Select the conduit settings for the profile. For details, see “Customizing HotSync
application settings” earlier in this chapter.

Performing the first HotSync operation with a user profile


After you create a user profile, you are ready to transfer the information to the new
handheld during the first HotSync operation.

To use a profile for a first-time HotSync operation on a Windows computer:


1. Place the new handheld in the cradle/cable.
2. Press the HotSync button on the cradle/cable.
3. Click Profiles.

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4. Select the profile you want to load on the handheld, and click OK.

5. Click Yes to transfer all the profile data to the handheld.


The next time you perform a HotSync operation, Palm Desktop software prompts
you to assign a username to the handheld.

To use a profile for a first-time HotSync operation on a Mac computer:


1. Connect the new handheld to the HotSync cradle/cable.
2. Press the HotSync button on the cradle/cable.
3. Select the profile you want to load on the handheld, and click OK to transfer all
the profile data to the handheld.

Shown with Mac OS X

The next time you perform a HotSync operation, Palm Desktop software prompts
you to assign a username to the handheld.

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CHAPTER 21

Setting Preferences for Your Handheld

Preferences are grouped into three categories: General, Communication, and


Personal. Use preferences to do the following:
■ Access the General Preferences screens to customize any of the following
settings:

Date & Time Set the location, date, and time.


Digitizer Calibrate the screen on your handheld.
Formats Set the country default and the formats for times, dates,
calendar, and numbers.
Graffiti 2 Select alternate strokes for selected Graffiti® 2 characters.
Keylock Prevent your handheld from turning on accidentally.
Power Set these features: auto-shutoff interval, Stay on in cradle,
Beam receive, Power on when opened, and Power off when
closed.
Security Set a password, privacy options, and locking options.
Sounds & Alerts Select system, game, and alarm options from three profiles:
Custom, Silent, and All Off.

■ Access the Communication Preferences screens to customize any of the


following settings:

Bluetooth Turn Bluetooth™ communication on and off, assign a name


to your handheld, and configure device discovery and
wakeup settings.
Connection Configure communication settings.
Network Configure your handheld for use with a network.
Phone Select a connection for use with wireless data and phone
applications on your handheld.

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■ Access the Personal Preferences screens to customize any of the following


settings:

Buttons Assign an application to the Favorites icon. Reassign various


applications to the following: the application buttons on the
front and side panels of your handheld, the HotSync® button
on the cradle/cable, and the full-screen pen stroke command.

Color Theme Select a color theme to change the appearance of your


handheld screen.

Handedness Select your orientation for handwriting with Graffiti 2.

Owner Enter your name, phone number, and other owner information
to your handheld.

ShortCuts Define a list of Graffiti 2 abbreviations.

Accessing Preferences
The Preferences screen gives you access to the handheld preferences. Preferences
for individual applications are discussed in the application chapters.

To open the Preferences screens:


1. Tap the Home icon .
2. Tap the Prefs icon .
3. From the Preferences list select a Preferences screen.

Bluetooth Preferences
You can connect your handheld with Bluetooth devices such as:
■ Mobile phones
■ Computers

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Bluetooth Preferences

■ LAN access points


■ Palm OS® handhelds
The other Bluetooth device must be within range (typically 10 meters or
approximately 30 feet) of your handheld.
The Bluetooth Preferences screen enables you to configure settings that determine
how your handheld communicates with other Bluetooth devices. You can turn
Bluetooth communication on and off, assign a name to your handheld for
Bluetooth communication, and choose device discovery and wakeup settings.

Turning Bluetooth communication on and off


By default, the Bluetooth communication feature on your handheld is turned off.
The default setting is designed to conserve battery power. When Bluetooth
communication is off, you cannot communicate with other Bluetooth devices. You
must turn on Bluetooth communication to use any of the Bluetooth
communication features. Keep in mind that when Bluetooth communication is on,
your battery drains more quickly than when Bluetooth communication is off.

To turn on Bluetooth communication:


1. From the Communications Preferences list, select Bluetooth.
2. Tap the Bluetooth pick list and select On.

NOTE Switching Bluetooth on and off may take several seconds. Please wait
before proceeding to step 3 below.

Bluetooth pick list

3. Tap Done.

Assigning a Bluetooth device name


The Bluetooth device name is similar to a name tag that you would wear. The name
you assign to your handheld identifies you to other Bluetooth devices. When other
users search for Bluetooth devices, your Bluetooth device name appears on their
screen as a discovered device. If you do not enter a device name, your handheld
sends the default name Palm OS handheld.

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To assign a Bluetooth name to your handheld:


1. From the Communications Preferences list, select Bluetooth.
2. Tap the Device Name box.
3. Enter a name for your device.

Device Name box

4. Tap OK.
5. Tap Done.

Setting device discovery


Discovery is the process that Bluetooth devices use to find each other when they
are within range of each other. As each device is discovered, it is listed. Once you
find the devices you are looking for, you can select the devices with which you
want to connect.
The discovery process is typically initiated by an application. For example, when
you connect your handheld with a mobile phone using the Phone Link application,
Phone Link discovers phones that are equipped with Bluetooth technology and
that are within range, in order to connect with one of those phones.
You can use the Discoverable and Bluetooth settings to achieve three discovery
states on your handheld. The following is a description of setting combinations
and the resulting discovery states:
■ Bluetooth Off: When the Bluetooth setting is off, other users cannot discover
your handheld. This is similar to locking your door with a dead bolt and a
security chain, and disabling the doorbell. When Bluetooth is off, you cannot
access the Discoverable setting. See “Turning Bluetooth communication on and
off” earlier in this chapter for instructions on turning Bluetooth communication
on and off.
■ Bluetooth On and Discoverable No: When your handheld and Bluetooth are on
and the Discoverable setting is set to No, you can receive connections only from
devices with which you have previously formed a trusted pair. This is similar
to locking your door with a dead bolt and disabling the doorbell, but any
friends who already have the key can enter. By default, the Discoverable setting
is enabled when Bluetooth is on.

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Bluetooth Preferences

■ Bluetooth On and Discoverable Yes: When your handheld is on, Bluetooth is on,
and the Discoverable setting is set to Yes, you can receive connections from any
Bluetooth device. You are automatically connected with devices with which you
have previously formed a trusted pair, but you can refuse invitations to connect
with unrecognized devices. This is similar to locking your front door with a
dead bolt and enabling the doorbell. Friends who already have the key can
enter freely, and if someone without a key rings the bell to request a connection,
you can choose to open the door or ignore the request.

To disable discovery:
1. From the Communications Preferences list, select Bluetooth.
2. Tap the Discoverable pick list and select No.

Discoverable pick list

3. Tap Done.

Allowing Wakeup
When your handheld is off, the Allow Wakeup setting determines whether your
handheld wakes up when you receive a connection request from another Bluetooth
device that knows your device name. When this setting is enabled, you can receive
requested information while your handheld is off, and then review it later. You can
allow wakeup at any time, during specific hours of the day, or not at all. By default,
your handheld is set to not wake up.
For another Bluetooth device or application to wake up your handheld, the
application must “remember” your device name. The BlueBoard and BlueChat
applications on the Software Essentials CD-ROM can remember device names;
however, Contacts, Memos, Note Pad, and Tasks cannot remember device names
and therefore cannot wake up another handheld.

NOTE Enabling the Allow Wakeup setting uses battery power even when your
handheld is turned off. Be sure to monitor your battery level.

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To enable wakeup:
1. From the Communications Preferences list, select Bluetooth.
2. Tap the Allow Wakeup pick list and select Yes.

Allow Wakeup
pick list

3. Tap Done.

To enable wakeup during specific hours:


1. From the Communications Preferences list, select Bluetooth.
2. Tap the Allow Wakeup pick list.
3. Select Scheduled.
4. Tap the hours box.

Hours box

5. Tap the From box, select the start time, and then tap OK.
6. Tap the Until box, select the end time, and then tap OK.
7. Tap the Days boxes to select the days when you want the wakeup feature to be
active.
8. Tap OK.
9. Tap Done.

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Bluetooth Preferences

Adding trusted devices


When you create a trusted pair, you enter an identical secret code on both devices.
This secret code is called a passkey. The passkey enables you to create a list of
Bluetooth devices from which you automatically accept communication. If a
device with a recognized passkey attempts to communicate with your handheld,
it bypasses the discovery and authentication process and automatically accepts the
communication. If a device without a recognized passkey attempts to
communicate with your handheld, it goes through the discovery and
authentication process, and you can choose to accept or reject the communication.

To add a trusted device:


1. From the Communications Preferences list, select Bluetooth.
2. Tap Trusted Devices.
3. Tap Add Device.
The discovery process begins, and the discovery screens appear.

Tap here

4. When the Discovery Results screen appears, select the device you want to add
as a trusted device.
If the device you want to add as a trusted device does not appear on the
discovery results list, tap Find More.

Tap device to add it as a trusted device

Tap Find More to discover additional


devices

5. Tap OK.

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6. Enter the same passkey on your handheld and the trusted device.
Some Bluetooth devices have a built-in passkey; others enable you to choose the
passkey; see the documentation included with your Bluetooth device for
information. In either case you must use the same passkey for both the device
and your handheld.
Many phones also require you to put the phone into a mode where it can accept
a key exchange for bonding in a trusted pair. See the documentation included
with your phone for information.
7. Tap OK.
8. Tap Done to return to the Bluetooth Preferences screen.
9. Tap Done again.

To view details about a trusted device:


1. From the Communications Preferences list, select Bluetooth.
2. Tap Trusted Devices.
3. Select the device you want to view.

4. Tap Details.

5. Tap Done to return to the Trusted Devices screen.


6. Tap Done again to return to the Bluetooth Preferences screen.
7. Tap Done again.

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Bluetooth Preferences

To delete a trusted device:


1. From the Communications Preferences list, select Bluetooth.
2. Tap Trusted Devices.
3. Select the device you want to delete.
4. Tap Details.
5. Tap Delete Device.
6. Tap OK.
7. Tap Done to return to the Bluetooth Preferences screen.
8. Tap Done again.

Enabling/disabling the user cache


When you enable or disable the user cache you control whether or not your
handheld retrieves the names of remote devices each time the discovery process
takes place. By default, the user cache is enabled. This means that the names of
devices found during one round of discovery are stored in your handheld’s user
cache. The next time your handheld discovers a device that is listed in the user
cache, the device name appears very quickly.
Using cached names saves time, because it eliminates the extra step of retrieving a
name remotely. Disabling this feature is useful only if the name of a remote device
has changed, because it forces your handheld to retrieve the new device name.

To disable the user cache:


1. From the Bluetooth Preferences screen, tap the Menu icon .
2. Select Disable device name cache from the Options menu.

Making Bluetooth connections


There are several ways you can make Bluetooth connections. The method you use
determines the types of devices your handheld can discover. The following
methods enable you to discover the types of Bluetooth devices that are within
range:
■ Using an Internet application: Access the Internet using PalmTM Web Pro. See
Chapter 18 for details.
■ Using the Send command: Connect to a Palm OS handheld or a computer to
exchange data or applications. See “Sending data” in Chapter 3 for details.
■ Using HotSync Manager software: Connect to your computer to synchronize
data with your handheld. See “Conducting Bluetooth HotSync operations” in
Chapter 20 for details.

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■ Using a collaborative application: Connect to a Palm OS handheld using


applications such as BlueBoard and BlueChat included on the Software
Essentials CD-ROM. See the BlueBoard 2.0 Handbook and the BlueChat 2.0
Handbook on the Software Essentials CD-ROM to learn more about these
applications. Other third-party applications may be available. Visit
www.palm.com for information about downloading third-party applications,
and refer to the documentation that comes with these applications for details on
using them.

NOTE Palm, Inc. works with developers of third-party add-on applications to ensure
the compatibility of these applications with your new Palm handheld. Some third-
party applications, however, may not have been upgraded to be compatible with
your new Palm handheld. If you suspect that a third-party application is adversely
affecting the operation of your handheld, contact the developer of the application.

Buttons Preferences
The Buttons Preferences screen enables you to assign a frequently used application
to the Favorite icon, and to associate various applications with the buttons on the
front and side of the handheld.
If you assign a different application to a button, you can still access the original
application by using the Home screen.

To change the Buttons Preferences:


1. From the Personal Preferences list, select Buttons
2. Tap the pick list next to the button you want to reassign.
3. Select the application that you want to assign to the button.
To restore all the buttons to their factory settings, tap Default.
4. Tap Done.

HotSync Buttons Preferences


The Buttons Preferences screen also enables you to associate various applications
with the HotSync button on the cradle/cable and the HotSync button on an
optional modem accessory. Any changes that you make in the HotSync Buttons
dialog box become effective immediately; you do not have to change to a different
screen or application.

To change the HotSync buttons preferences:


1. From the Personal Preferences list, select Buttons.
2. Tap More.
3. Tap HotSync.
4. Tap the pick list next to the button you want to assign.

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Buttons Preferences

5. Select the application that you want to assign to each button.


The default setting for each button is the HotSync setting, which means that the
cradle/cable and optional modem accessories perform their normal HotSync
functions.
6. Tap OK twice to return to the Buttons Preferences screen.
7. Tap Done.

Pen Button Preferences


The Buttons Preferences screen enables you to change the assignment of the
full-screen pen stroke. By default, the full-screen pen stroke activates Graffiti 2
Help.

Drag to top
of screen

To change the pen preferences:


1. From the Personal Preferences list, select Buttons.
2. Tap Pen.
3. Tap the pick list and select one of the following settings for the full-screen pen
stroke:

Brightness Opens the brightness control dialog box.

Keyboard Opens the onscreen keyboard for entering text characters.

Graffiti 2 Help Opens a series of screens that show the complete Graffiti 2
character set.

Turn Off & Lock Turns off and locks the handheld. You must assign a
password to lock the handheld. When it is locked, you need
to enter the password to use your handheld.

Beam Data Beams the current record to another device with an IR port.

4. Tap OK and then tap Done.

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Color Theme Preferences


The Color Theme Preferences screen enables you to select a different set of pre-
defined colors for your handheld screen.

To select a color theme:


1. From the Personal Preferences list, select Color Theme.

2. Select a theme.
The new colors immediately appear on the screen. You can scroll through the
various color selections until you find the one you want to use.
3. Tap Done.

Connection Preferences
The Connection Preferences screen enables you to define the settings used to
connect your handheld to other devices. The screen displays a list of available
configurations that are ready to be further defined; the list varies depending on the
kind of software you’ve added to your handheld.
For example, a modem connection appears on the list. If you have this modem, you
need only to specify the phone setup (and network connection, if required) to
complete the configuration.

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Connection Preferences

You can also create custom configurations, which include the following:

Phone to Bluetooth: A connection between your handheld and


a Bluetooth phone.

TIP For Global System for Mobile Communications (GSM)


phones, use Phone Link to quickly establish a connection with a
Bluetooth GSM phone. For more information, see Chapter 12.

LAN to Bluetooth: A connection between your handheld and a


Bluetooth local area network.

PC to Bluetooth: A connection between your handheld and a


Bluetooth computer or laptop.

PC to Cradle/Cable: A local HotSync connection—the direct


connection between your handheld and your desktop
computer. Your handheld is connected by its universal
connector to the cradle/cable, and the cradle/cable is attached
to a USB port of your desktop computer. (If you are using the
optional serial cradle/cable, the cradle attaches to a serial
[COM] port of your computer.)

Modem to Universal connector: A cable connection between


your handheld’s universal connector and a modem for dialing
in to a modem that is part of your computer or laptop.

PC to Infrared: A
connection between the IR port of your
handheld and the infrared device of your computer or laptop.

Modem to Infrared: A connection between the IR port of your


handheld and a modem. The modem can be attached to or
within a mobile phone or other device containing an IR port.
(Some IR phones contain modems.)

Editing connections
The following example shows you how to edit the IR to GSM Phone connection to
adjust the communication speed; you can similarly edit other connections or
settings or create a custom connection. You can use the IR to GSM Phone

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connection to perform a remote IR HotSync operation. To accomplish the HotSync


operation, your handheld sends data through its IR port to a modem within your
mobile phone, which then dials a modem attached to or within your desktop
computer, to synchronize with your Palm™ Desktop software.

To edit the IR to Phone connection:


1. From the Communications Preferences list, select Connection.
2. Select the IR to GSM Phone connection.

3. Tap Edit.
4. Tap Details.

Tap here

5. Tap the Speed pick list and select the appropriate speed.
6. Enter the initialization string supplied by the documentation for the modem in
your mobile phone, if necessary.
7. Tap OK.
8. Tap OK again to save the configuration.
After you create the configuration, you need to set up the HotSync Manager of
your Palm Desktop software and the HotSync application of your handheld to
perform a modem HotSync operation.

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Connection Preferences

Creating Bluetooth connections


You can use the Connection Preferences screen to create connections to the
following types of Bluetooth devices:
■ GSM mobile phones (See “Connecting to non-GSM phones” later in this chapter
for information on connecting to other mobile phones.)

TIP For Global System for Mobile Communications (GSM) phones, use Phone
Link to quickly establish a connection with a Bluetooth GSM phone. For more
information, see Chapter 12.

■ Computers
■ LAN access points
■ High-speed wireless data networks (such as a General Packet Radio Service
[GPRS] network)
High-speed wireless data networks provide an “always on” network connectivity
and high-speed wireless data transmission. To connect to a high-speed wireless
data network, you must have a GSM mobile phone, the correct driver for your
phone, a subscription to high-speed wireless data network services with your
mobile phone carrier, and the correct high-speed wireless data network settings for
your carrier.

TIP You can also create a connection with a GSM phone by using the Phone Link
application. We recommend using Phone Link to create phone connections. See
Chapter 12 for details. Use the steps described in these sections only if you are
unable to create a connection with Phone Link.

To create a Bluetooth to LAN connection:


1. From the Communications Preferences list, select Connection.
2. Tap New.

Tap here

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3. Enter a name for the connection, such as BT to LAN.


4. Tap the Connect to pick list and select Local Network.
5. Tap the Via pick list and select Bluetooth.
6. Make sure the network access point is ready to accept a Bluetooth connection.

NOTE See the documentation included with the network access point device
for information on how to prepare it to accept a Bluetooth connection. The
documentation might refer to a Bluetooth connection as a Bluetooth pairing or
a Bluetooth link.

7. Tap the Device box.


The discovery process begins, and the discovery screen appears.
8. When the Discovery Results screen appears, select the device to which you
want to connect.

If the device to which you want to connect does not appear on the discovery
results list, tap Find More.
9. Tap OK.
If prompted, create a trusted pair with the device. See “Adding trusted devices”
earlier in this chapter for details.

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Connection Preferences

Connecting to non-GSM phones


If you have a non-GSM phone enabled with Bluetooth technology, you can connect
with the phone from your handheld to access the Internet and use Internet-based
applications such as e-mail or a web browser. To access the Internet and use
Internet-based applications, you must subscribe to data services from your mobile
phone carrier and must also have an Internet access account. These services are not
included with your handheld.

To create a connection with a non-GSM phone:


1. From the Communications Preferences list, select Connection.
2. Tap New.

Tap here

3. Enter a name for the connection.


4. Tap the Connect to pick list and select Modem.
5. Tap the Via pick list and select Bluetooth.

You must select Modem rather than Phone


in the Connect to field to connect with a
non-GSM phone

6. Prepare your phone to accept a Bluetooth connection.

NOTE See the documentation that was included with your phone for how to
prepare your phone to accept a Bluetooth connection. The documentation
might refer to a Bluetooth connection as a Bluetooth pairing or a Bluetooth link.

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7. Tap the Device box.


The discovery process begins, and the discovery screen appears.
8. When the Discovery Results screen appears, select the phone with which you
want to connect, and then tap OK.

Tap here to select the phone with which you


want to connect

Tap Find More to discover additional phones

9. Create a trusted pair with the phone. See “Adding trusted devices” earlier in
this chapter for details.

Date & Time Preferences


The Date & Time Preferences screen enables you to choose a primary location and
to set the date, time, and time zone for that location. You can also indicate whether
that location observes daylight saving time and the dates that daylight saving time
starts and ends. All of these settings also appear as the primary location in the
World Clock application and are used by all the applications on your handheld.

To set the location:


1. From the General Preferences list, select Date & Time.
2. Tap the Location pick list and select the location you want to use as your
primary location.
The location you select should be a large city in the same time zone as the one
where you live. If an appropriate choice does not appear in the list, see “Adding
a location” in Chapter 19 to create a new location.
3. Tap Done.
When you travel, changing the primary Location setting automatically resets
the date and time on your handheld based on the local time zone, but it does not
change the time of appointments set in Calendar.

To set the date:


1. From the General Preferences list, select Date & Time.
2. Tap the Set Date box.

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Date & Time Preferences

3. Tap the arrows to select the current year.

Tap arrows
to select
year

Tap to select
month

Tap to set date Tap to select date

4. Tap the current month.


5. Tap the current date.
6. Tap Done.

To set the time:


1. From the General Preferences list, select Date & Time.
2. Tap the Set Time box.

3. Tap the up or down arrow to change the hour.


4. Tap each minute number, and then tap the arrows to change them.
5. Tap OK.
6. Tap Done.

To set the time zone and daylight saving time:


1. From the General Preferences list, select Date & Time.
2. Tap the Location pick list.
3. Select Edit List.
4. Select the location where you want to set the time zone.
5. Tap Edit to open the Edit Location dialog box.
6. Follow the steps under “Adding a location” in Chapter 19 to select the time
zone and daylight saving time settings.
7. Tap Done.

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Digitizer Preferences
You can recalibrate your screen after a hard reset or if your digitizer drifts. You may
need to repeat this process a few times until the calibration registers.

To calibrate your handheld screen:


1. From the General Preferences list, select Digitizer.
2. Tap the targets as indicated on the screen as precisely as possible.

Formats Preferences
Use the Formats Preferences screen to set the country default and the display
format of the dates, times, and numbers on your handheld.

Country default
The country default sets date, time, week start day, and number conventions based
on geographic regions where you might use your handheld. For example, in the
United Kingdom, time often is expressed using a 24-hour clock. In the United
States, however, time is expressed using a 12-hour clock with an AM or PM suffix.

To set the country default:


1. From the General Preferences list, select Formats.
2. Tap the country name pick list.

3. Select the setting you want to use.


4. Tap Done.

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Graffiti 2 Preferences

Time, date, week start, and numbers formats


The Time setting defines the format for the time of day. The time format that you
select appears in all applications on your handheld.

To select the time, date, week start, and numbers format:


1. From the General Preferences list, select Formats
2. Tap the Time pick list and select a format.
3. Tap the Date pick list and select a format.
4. Tap the Week starts pick list, and select whether you want the first day of the
week to be Sunday or Monday.
This setting controls the Day, Week, and Month views in Calendar and all other
aspects of your handheld that display a calendar.
5. Tap the Numbers pick list, and select formats for the decimal point and
thousands separator.
6. Tap Done.

Graffiti 2 Preferences
The Graffiti 2 Preferences screen enables you to select an alternate stroke shape for
specific characters.

To select alternate strokes:


1. From the General Preferences list, select Graffiti 2.
2. Tap the letter you want to change.

3. Tap the check box to activate the alternate stroke.


4. Tap Done.
5. Repeat steps 2 through 4 for other letters.
6. Tap Done.

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Handedness Preferences
The Handedness Preferences enables you to select right-hand or left- hand
orientation when you rotate the screen into landscape mode.

To select a handedness orientation:


1. From the Personal Preferences list, select Handedness.
2. Tap Left-Handed or Right-Handed.

3. Tap Done.

Keylock Preferences
Use the Keylock Preferences screen to prevent your handheld from turning on if a
button or key is accidentally pressed. This feature helps conserve the charge in
your handheld.

To change Keylock settings:


1. From the General Preferences list, select Keylock.
2. Select the setting you want to use for the Keylock feature.

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Never Keylock is never activated.

Automatic Keylock is activated automatically when your handheld is


powered off. This includes when you turn your handheld off
and when it goes to sleep.

Press and hold Keylock is activated when you press and hold the power
button for two seconds. The system sounds to confirm that
Keylock is activated.

Network Preferences
You can use your handheld’s Bluetooth technology and the software that is
included in the handheld operating system to connect with Internet service
providers (ISPs) or dial-in (remote access) servers by using a mobile phone or
optional modem accessory. Your mobile phone must be equipped with one of the
following: an IR port, Bluetooth technology, or a serial cable that connects to your
handheld’s universal connector. You also need an ISP account or corporate remote
access account and a mobile phone carrier account that supports dial-up
connections, or a mobile phone carrier account with high-speed wireless data
network services.
You can also use your handheld’s Bluetooth technology and the software that is
included in the handheld operating system to connect with a LAN access point.
To use the e-mail or web browser software included with your handheld, you must
create a configuration in Connection Preferences and then create Network
Preferences settings. See “Connection Preferences” earlier in this chapter for a
complete explanation of how to define Connection configurations that enable your
handheld to communicate with remote devices.
After you configure both the Connection and Network Preferences, you can
establish a PPP (Point-to-Point Protocol) connection with your ISP or dial-in server.
You can do this either by using menu commands from the Network Preferences
screen or by using a third-party application.

NOTE Palm works with developers of third-party add-on applications to ensure the
compatibility of these applications with your new Palm™ handheld. Some third-party
applications, however, may not have been upgraded to be compatible with your new
Palm handheld. If you suspect that a third-party application is adversely affecting the
operation of your handheld, contact the developer of the application.

The Network Preferences settings enable you to connect to your ISP or dial-in server
with applications that support viewing the transmitted data. Visit the web site
www.palm.com for information on third-party applications that take advantage of
TCP/IP.

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Creating and selecting network service profiles


Use network service profiles to store the configuration settings for your ISP or a
dial-in server. You can create, save, and reuse network service profiles. You can
create additional network service profiles from scratch or by duplicating existing
profiles and editing information. After you create a new or duplicate profile, you
can add and edit settings. You can also duplicate and rename a profile that you
created with Phone Link. This preserves the current Phone Link settings when you
use Phone Link to create a new phone connection. Otherwise, Phone Link erases
the current settings when it creates the new settings.

To add a new network service profile:


1. From the Communications Preferences list, select Network.
2. Tap New.
An Untitled network service profile appears in the Service pick list.
3. Tap Done.

To select a network service profile:


1. From the Communications Preferences list, select Network.
2. Tap the Service pick list.

Tap here to display a


list of network
service profiles

3. Select the network service profile you want to use.


4. Tap Done.

To duplicate an existing network service profile:


1. From the Communications Preferences list, select Network.
2. Tap the Service pick list.
3. Select the predefined network service profile you want to duplicate.
4. Tap the Menu icon .
5. Select Service, and then select Duplicate.
A copy of the network service profile is added to the Service pick list.

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Entering a user name


The User Name setting identifies the name you use when you log in to your ISP or
your dial-in server. Although this field can contain multiple lines of text, only two
lines appear onscreen.

To enter a username:
1. From the Communications Preferences list, select Network.
2. Tap the User Name field.
3. Enter your username.

Enter your
username here

NOTE Most dial-in servers do not accept spaces in the username.

4. Tap Done.

Entering a password
The Password box identifies the password you use to log in to your server or ISP.
Your entry in this field determines whether your handheld prompts you to enter a
password each time you log into your network.
■ If you do not enter a password, your handheld displays the word “Prompt” in
this field and asks you to enter a password during the login procedure. If you
are concerned about security, select the Prompt option.
■ If you enter a password, your handheld displays the word “Assigned” in this
field and does not prompt you to enter a password during the login procedure.

To enter a password:
1. From the Communications Preferences list, select Network.
2. Tap the Password field.

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3. Enter the password you use to log in to your server.


.

Enter password here

Tap here

4. Tap OK.
The word “Assigned” appears in the Password field.
5. Tap Done.

Selecting a connection
Use the Connection setting to select the method you want to use to connect to your
ISP or to a dial-in server. See “Connection Preferences” earlier in this chapter for
information about creating and configuring connection settings.

To select a connection:
1. From the Communications Preferences list, select Network.
2. Tap the Connection pick list.

Tap here to display a


list of available
connections

3. Select the connection you want to use.


4. Tap Done.

Adding telephone settings


The Phone field enables you to store the telephone number you use to connect with
your ISP or dial-in server. You can also define a prefix, disable Call Waiting, and
give special instructions for using a calling card.

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To enter your server phone number:


1. From the Communications Preferences list, select Network.
2. Tap the Phone box.
3. Enter the phone number for your ISP or dial-in server.

Enter your ISP phone


number here

4. If you need to enter a prefix or to disable Call Waiting, skip to those procedures.
Otherwise, tap OK.
5. Tap Done.

Entering a prefix
A prefix is a number that you dial before the telephone number to access an outside
line. For example, many offices require that you first dial “9” to dial a number
outside the building.

To enter a prefix:
1. From the Communications Preferences list, select Network.
2. Tap the Phone box.
3. Tap the Dial Prefix check box to select it.

Select this
box if you Enter your
need to use prefix here
a prefix

4. Enter the prefix.


5. Tap OK.
6. Tap Done.

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Disabling Call Waiting


Call Waiting can cause your session to terminate if you receive a call while you are
connected. If your telephone has Call Waiting, you need to disable this feature
before logging in to your ISP or dial-in server.

To disable Call Waiting:


1. From the Communications Preferences list, select Network.
2. Tap the Phone box.
3. Tap the Disable call waiting check box to select it.

Select this
box if you
need to Enter your disable
disable Call code here
Waiting

4. On the Disable call waiting line enter the code to disable Call Waiting.
Each telephone company assigns a code to disable Call Waiting. Contact your
local telephone company for the code that is appropriate for you.
5. Tap OK.
6. Tap Done.

Using a calling card


The Use calling card field enables you to use your calling card when dialing your
ISP or Intranet server. Keep in mind that there is usually a delay before you enter
your calling card number. When you define your calling card number, you need to
add commas at the beginning to compensate for this delay. Each comma delays
transmission of your calling card number for two seconds.

To use a calling card:


1. From the Communications Preferences list, select Network.
2. Tap the Phone box.

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3. Tap the Use calling card check box to select it.

Select this
box to use a Enter your
calling card calling card
number here

4. Enter your calling card number on the Use calling card line.

NOTE The Phone Setup dialog box works correctly for AT&T and Sprint
long-distance services. However, because MCI works differently, MCI
customers need to enter the calling card number in the Phone # field and the
phone number in the Use calling card field.

TIPIt’s a good idea to add at least three commas before your calling card
number to compensate for the cue delay.

5. Tap OK.
6. Tap Done.

Connecting to your service


After you set your Connection and Network Preferences, establishing a connection
to your ISP or your company’s network (dial-in server) is easy.

To establish a connection:
1. From the Communications Preferences list, select Network.
2. Tap Connect to dial the current service and display the Service Connection
Progress messages.
3. (Optional) From the Service Connection Progress dialog box, tap the box that
displays the service name, select another service, and then tap Done.
To see expanded Service Connection Progress messages, press Down on the
navigator.
4. Tap Done.

To close a connection:
1. From the Communications Preferences list, select Network.
2. Tap Disconnect to terminate the connection between your handheld and your
service.
3. Tap Done.

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LAN access points


A LAN access point enabled with Bluetooth™ technology provides an entry point
into a local area network. You can log in to these networks from your handheld to
access services such as e-mail and the Internet.
LAN access points can be located in private, corporate or in public areas. In some
cases there may be a fee to use a LAN access point. To access a LAN access point
from your handheld, you must set your Network Preferences as described in the
sections that follow.

Accessing the Internet with a Bluetooth phone or LAN access point


With your handheld’s built-in Bluetooth technology, you can connect to the
Internet using a Bluetooth mobile phone or a LAN access point. To connect to a
Bluetooth mobile phone or LAN access point, you must be within range of these
devices. If you have a GSM mobile phone and subscribe to high-speed wireless
data services with your mobile phone carrier, you can use these services to connect
to the Internet when you are within range of the high-speed wireless data network.
You can also configure Internet access with a GSM phone or high-speed wireless
data network by using the Phone Link application. We recommend using Phone
Link to enter these settings. See “Setting up a phone connection” in Chapter 12 for
details. Use the steps described in this section only if you are unable to create a
connection with Phone Link and you have already used the Connection
Preferences screen to create a trusted pair for your phone, high-speed data
network, or LAN access point. See “Creating Bluetooth connections” earlier in this
chapter for additional information.

To configure Internet access with a Bluetooth phone or LAN access point:


1. From the Communications Preferences list, select Network.
2. Tap the Service pick list and select the name of your ISP or network service. See
“To select a network service profile:” earlier in this chapter for details.
If the name of your service does not appear on the list, see “Adding detailed
information to a network service profile” later in this chapter for information on
adding an item to the Service pick list.

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3. Enter your username and password for your ISP or network service. See
“Entering a user name” and “Entering a password” earlier in this chapter for
details.

Enter the username and password


you use to connect with your ISP

4. Tap the Connection pick list and select a connection to a Bluetooth GSM phone,
a high-speed wireless data network, or a LAN access point for which you have
already created a trusted pair. The Connection name is based on the model of
your phone (if you used Phone Link to create the connection) or the name you
assigned to the high-speed wireless data network or LAN access point
connection when you created it.
5. If you selected a Bluetooth phone connection in step 4, tap Phone and enter the
dial-up connection number for your ISP, and then tap OK. See “Adding
telephone settings” earlier in this chapter for details.
If you are using a Bluetooth Phone or LAN access point, you can now connect and
disconnect as described earlier in this chapter. If you are using a high-speed
wireless data network connection, you must send an initialization (INIT) string as
described in the following procedure.

To enter an INIT string for a high-speed wireless data network connection:


1. After completing step 5 in the preceding procedure, tap Details.

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2. Tap Script.

3. Tap End to expand the pick list, and then tap Send.

Tap here to send INIT string

4. In the Send field, enter the INIT string provided by your wireless operator.

Enter INIT string here

5. Tap OK.
High-speed wireless data network services are not available in all locations. If you
pass from an area with coverage into one without coverage, you will lose your
network connection with no notice.
If your network connection drops unexpectedly, check your phone to see if a
high-speed wireless data network is active and available for the area you are in. If
a high-speed wireless data network is available, reconnect to the network using the
preceding steps.
If a high-speed wireless data network is not available, you must switch your phone
to a standard (non-GPRS) phone connection and access the Internet using your ISP.

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You can do this only if you have previously created a standard connection with
your phone. For instructions on creating a standard connection, see “Setting up a
phone connection” in Chapter 12.

Adding detailed information to a network service profile


If you are using one of the predefined network service profiles, you probably need
to enter only your username, password, and telephone number. If you are creating
a new network service profile, you may need to provide additional information to
your ISP or dial-in server. You use the Details dialog box to add more information
to a selected network service profile.

To add connection details:


1. From the Communications Preferences list, select Network.
2. Tap the service field.
3. Tap Details.

Idle timeout
The Idle timeout setting defines how long your handheld waits before dropping
the connection with your ISP or dial-in server when you switch out of a TCP/IP
application.

To set the Idle timeout:


1. Tap the Idle timeout pick list and select one of the following options:

1 minute Waits one minute for you to open another application before it
drops the connection.

2 minutes Waits two minutes.

3 minutes Waits three minutes.

Never Keeps your PPP or SLIP connection until you turn off your
handheld (or until it times out).

2. Tap OK.

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Defining primary and secondary DNS


The domain name system (DNS) is a mechanism in the Internet for translating the
names of host computers into IP addresses. When you enter a DNS number (or IP
address), you are identifying a specific server that handles the translation services.
Each IP address has four sections, separated by periods. In the Details dialog box,
you enter each section separately. Each section of an IP address is made up of a
number from 0 to 255; numbers are the only allowable characters in this field.
Ask your ISP or system administrator for the correct primary or secondary DNS IP
address.
Many systems do not require that you enter a DNS IP address. If you are not sure,
leave the DNS field blank.

To enter a primary and secondary DNS:


1. Tap the Query DNS check box to deselect it.
2. Tap the space to the left of the first period in the Primary DNS field, and then
enter the first section of the IP address.
Each section must be a number from 0 to 255.
3. Repeat step 2 for the second, third, and last sections of the Primary DNS field.
4. Repeat steps 2 and 3 for the Secondary DNS field.
5. Tap OK.

Defining the IP address


Everyone who logs in to the Internet needs to have a unique identifier (an IP
address), whether permanent or temporary. Some networks dynamically assign a
temporary IP address when clients log in. You can use the IP Address field to
indicate whether your network provides automatic (dynamic) temporary IP
addressing.
If your IP address is permanently assigned, you need to get that information from
your system administrator. If you are not sure, select Automatic.

To identify dynamic IP addressing:


■ Tap the IP Address check box to select it.

Tap to select automatic IP


address

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Network Preferences

To enter a permanent IP address:


1. Tap the IP Address check box to deselect it and to display a permanent IP
address field below the check box.
2. Tap the space to the left of the first period, and then enter the first section of the
IP address.
Each section must be a number from 0 to 255.
3. Tap and enter the remaining sections of the IP address.
4. Tap OK.

Adding a Login script


A login script is a series of commands that automates logging in to a network
server—for example, your corporate network or your ISP. A login script is
associated with a specific network service profile created in Network Preferences.
A login script is something that you are likely to receive from your system
administrator if your company has a system in which you log in to the corporate
servers from your handheld by using a modem or network connection. The script
is generally prepared by the system administrator and distributed to users who
need it. It automates the events that must take place to establish a connection
between your handheld and the corporate servers.
You can create login scripts in two ways:
■ In a text editor on your desktop computer, in which you create a file with the
extension PNC, which you then install on your handheld by using the Install
Tool. (This method is not available to Mac computer users.)
■ In the Login Script dialog box on your handheld, accessed from the Details
dialog box in Network Preferences.

Tap here to see the list of


available commands

NOTE You can also use non-ASCII and literal characters in your login script.

Creating a login script on your handheld


You can create login scripts by selecting commands from the Command pick list in
the Login Script dialog box. Some commands, such as Send, require you to supply
additional information. Those commands have a parameter field so that you can
add the necessary data.

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To create a login script:


1. Tap Script.
2. Tap the End pick list.

Tap here

3. Select the command you want from the Command list. If the command requires
additional information, a field appears to the right of it for you to enter the
information. The following commands are available:

Wait For Tells your handheld to wait for specific characters from the
TCP/IP server before executing the next command.

Wait For Prompt Detects a challenge-response prompt coming from the server
and then displays the dynamically generated challenge
value. You then enter the challenge value into your token
card, which in turn generates a response value for you to
enter on your handheld. This command takes two
arguments, separated by a vertical bar (|) on the input line.

Send Transmits specific characters to the TCP/IP server to which


you are connecting.

Send CR Transmits a carriage return or line feed (LF) character to the


TCP/IP server to which you are connecting.

Send User ID Transmits the user ID information entered in the User ID field
of the Network Preferences screen.

Send Password Transmits the password entered in the Password field of the
Network Preferences screen. If you did not enter a password,
this command prompts you to enter one. The Password
command is usually followed by a Send CR command.

Delay Tells your handheld to wait a specific number of seconds


before executing the next command in the login script.

Get IP Reads an IP address and uses it as the IP address for your


handheld. This command is used with SLIP connections.

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Prompt Opens a dialog box and prompts you to enter certain text (for
example, a password or a security code).

End Identifies the last line in the login script.

4. Repeat steps 2 and 3 until the login script is complete.


5. Tap OK.

Creating plug-in applications


You can create plug-in applications containing script commands that extend the
functionality of the built-in script commands. A plug-in application is a standard
PRC application that you install on your handheld just like any other application.
After you install the plug-in application, you can use the new script commands in
a login script.
Plug-in applications have the following characteristics:
■ Written in C language
■ Compiled into a device executable
■ Called properly from a login script
■ Able to return control to a login script after it terminates
■ Created with the use of a development environment that supports Palm OS
software, such as Metrowerks CodeWarrior for Palm™ Platform
For additional information on creating plug-in applications, send e-mail to Palm
Developer Support at [email protected].

Deleting a network service profile


There is only one way to delete a network service profile: Use the Delete command
from the Service menu.

To delete a network service profile:


1. From the Communications Preferences list, select Network.
2. Tap the Service pick list.
3. Select the network service profile you want to delete.
4. Tap the Menu icon .
5. Select Delete from the Service menu.
6. Tap OK.
7. Tap Done.

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TCP/IP troubleshooting
If you have problems establishing a network connection using TCP/IP, check the
troubleshooting tips in this section and try the suggestions listed.

Displaying expanded Service Connection Progress messages


It’s helpful to identify at what point in the login procedure the connection fails. An
easy way to do this is to display the expanded Service Connection Progress
messages. These messages describe the current stage of the login procedure. Press
Down on the navigator at any point during login to display these messages.

Viewing the Network Log


If viewing the expanded Service Connection Progress messages does not give you
enough information to find out why you cannot connect to your ISP or dial-in
server, take a look at the Network Log. The Network Log lists all of the
communication that occurs between your modem and your dial-in server during
the login procedure. The information in the Network Log can help your ISP or your
system administrator pinpoint where the login procedure communication fails
and why.

To view the Network Log:


1. From the Network Preferences screen, tap the Menu icon .
2. Select Options, and then select View Log.
3. Tap the up and down arrows of the scroll bar to see the entire Network Log.
4. Tap Done.

Adding a DNS number


If your ISP or dial-in server requires a DNS number and you did not enter that
information in the Network Preferences screen, it will appear that you successfully
logged in to your network. When you try to use an application or look up
information, however, the connection fails. If this occurs, try adding a DNS IP
address. Ask your ISP or your system administrator for the correct primary and
secondary DNS IP address.

Owner Preferences
The Owner Preferences screen enables you to update the name, company name,
phone number, or any other information that you want to associate with your
handheld. This information could help someone contact you if you ever lose your
handheld and there is sufficient battery power to turn it on.
By default the Owner Preferences screen contains the information that you
supplied when you installed the Palm Desktop software and set up your handheld.

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If you use Security Preferences to turn off and lock your handheld with a
password, the first three lines that you entered in the Owner Preferences appear
the next time you turn on your handheld. See “Security Preferences”earlier in this
chapter for additional information.

To customize the Owner Preferences:


1. From the Personal Preferences list, select Owner.
2. Modify or enter the text that you want to associate with your handheld.
If you enter more text than can fit on one screen, a scroll bar automatically
appears on the right side of the screen.

If you assign a password using Security Preferences, the information on the


Owner Preferences screen cannot be changed. In this case an Unlock button
appears at the bottom of the screen.
3. Tap Done.

To unlock the Owner Preferences screen:


1. From the Personal Preferences list, select Owner.
2. Tap Unlock.
3. Enter the password that you defined in Security Preferences.
4. Tap OK.
5. Tap Done.

Phone Preferences
The Phone Preferences setting enables you to configure your handheld to exchange
SMS messages and to dial phone numbers when your handheld is connected to a
GSM mobile phone (sold separately). To use this feature, you must first install the
appropriate files for your carrier and phone. For more information, see Chapter 12.

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To set Phone Preferences:


1. From the Communications Preferences list, select Phone.
2. Tap the Connection pick list.

3. Select the appropriate connection for your phone.


If you do not see a connection for your phone, see “Setting up a phone
connection” in Chapter 12 for instructions.
4. Tap Test to confirm that the selected driver works properly with your phone.
5. Tap Done.

Power Preferences
The Power Preferences screen enables you to set power consumption options.

Auto-off after
Your handheld has an automatic shutoff feature that turns off the power after a
period of inactivity. This feature helps conserve battery power in case you forget to
turn off your handheld.
If you find that your handheld shuts itself off before you finish reviewing the
information on the screen, you can increase the time setting of the automatic
shutoff feature.

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Power Preferences

To set the Auto-off after interval:


1. From the General Preferences list, select Power.
2. Tap the Auto-off after pick list.
3. Select the setting you want to use for the automatic shutoff feature: 30 seconds,
1 minute, 2 minutes, or 3 minutes.
4. Tap Done.

Stay on in Cradle
You can choose to leave your handheld on when it is in the cradle/cable, so that
you can continue to view your data. By default, your handheld remains on when
it is in the cradle/cable and is connected to a power source.

To change the cradle/cable setting:


1. From the General Preferences list, select Power.
2. Tap the Stay on in Cradle pick list.
3. Select Off to turn off your handheld when it is in the cradle/cable.
4. Tap Done.

Beam Receive
You can choose to turn off the Beam Receive feature. This prohibits anyone from
beaming information to your handheld. It also results in a slight saving of battery
power. By default, Beam Receive is enabled.

To turn off the Beam Receive feature:


1. From the General Preferences list, select Power.
2. Tap the Beam Receive pick list.
3. Select Off to disable receiving beamed information.
4. Tap Done.

Power on when opened and Power off when closed


You can choose to automatically turn your handheld on and off when you open
and close the Graffiti 2 input area. By default, your handheld turns on when you
open it and remains on when you close it. The Power off option is available only
when the Power on when opened setting is active.

To change the power-on setting:


1. From the General Preferences list, select Power.
2. Tap the Power on when opened check box to deselect it.
3. Tap Done.

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To change the power-off setting:


1. From the General Preferences list, select Power.
2. Tap the Power off when closed check box to select it.
3. Tap Done.

Security Preferences
Security Preferences help you prevent unauthorized users from viewing entries
that you want to protect. Use Security Preferences to do the following:
■ Lock and turn off your handheld so that it does not operate until you enter the
correct password.
■ Mask all records that you mark as private so that the information appears as
gray bars.
■ Hide all records that you mark as private so that they do not appear on any
screen.
You can mask and hide private records with or without a password. Without a
password, private records are hidden or masked until you set Security Preferences
to show them. With a password, you must enter the password to view private
entries.

Assigning a password
You can assign a password to protect your private records and to lock your
handheld.

To assign a password:
1. From the General Preferences list, select Security.
2. Tap the Password box.
3. Enter a password.
4. Enter a hint to help you remember your password if you forget it. This is
optional.

Tap here

5. Tap OK.

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Security Preferences

6. Enter the same password a second time, and then tap OK.
7. Tap Done.

Changing or deleting a password


Once you define a password for your handheld, you can change or delete it at any
time. You must enter the current password before you can change or delete it.

To change or delete your password:


1. From the General Preferences list, select Security.
2. Tap the Password box.
3. Enter the current password.

Tap here

4. Tap OK.
5. Do one of the following:
– To change the password and hint, enter the new password and hint, and
tap OK.
– To remove the password, tap Unassign.

6. Tap Done.

Locking your handheld


You can lock your handheld so that it cannot be operated until your password is
entered. If your handheld is lost or stolen, this helps protect your data from
unauthorized use. You can set your handheld to lock automatically, or you can lock
it manually.

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You can set your handheld to lock automatically when any one of the following
occurs:
■ When you turn off the power
■ At a time you specify
■ After a period of inactivity you specify

To set your handheld to lock when you turn it off:


1. From the General Preferences list, select Security.
2. Tap the Auto Lock Handheld box, enter your password, and then tap OK.

3. Select On power off.


4. Tap OK, and then tap Done.

To set your handheld to lock at a preset time:


1. From the General Preferences list, select Security.
2. Tap the Auto Lock Handheld box, enter your password, and then tap OK.
3. Select At a preset time, and then use the arrows to set the time.

4. Tap OK, and then tap Done.

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Security Preferences

To set your handheld to lock after a period of inactivity:


1. From the General Preferences list, select Security.
2. Tap the Auto Lock Handheld box, enter your password, and then tap OK.
3. Select After a preset delay.

Tap to select Minutes or Hours


Enter the amount of time

4. Enter the inactive period, and then select Minute(s) or Hour(s) from the pick list.
5. Tap OK, and then tap Done.

CAUTION If you lock your handheld, you must enter the exact password to
reactivate your handheld. If you forget the password, your handheld will
present the hint you entered to help you remember the password. If you still
cannot remember the password, you must perform a hard reset to resume
using your handheld. Performing a hard reset deletes all the records on your
handheld; however, you can restore all synchronized data at the next HotSync
operation. See “Performing a hard reset” in Appendix A for more information.

To lock and turn off your handheld manually:


1. From the General Preferences list, select Security.
2. Tap Lock & Turn Off.

Tap Lock and


Turn Off

3. Tap Off & Lock.


4. To start your handheld, turn it on, and then enter the password.
5. Tap Done.

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Chapter 21 Setting Preferences for Your Handheld

Recovering from a forgotten password


If you forget your password, your handheld will display the password hint, if you
entered one, to help you remember the password. If you are still unable to
remember the password, you can delete it from your handheld. Deleting a
forgotten password also deletes all entries and files marked Private.

IMPORTANT If you synchronize with your computer before deleting a forgotten


password, your handheld restores your private entries the next time you perform a
HotSync operation, but it does not restore the password.

To delete a forgotten password:


1. From the General Preferences list, select Security.
2. Tap the Password box.
3. Tap Lost Password.
4. Tap Yes.

Making records private


In many applications, you can make individual records private. Private records
remain visible and accessible, however, until you select the Security setting to hide
or mask all private records. Masked records appear as gray placeholders in the
same position in which they would appear if they were not masked, and are
marked with a lock icon. Hidden records disappear completely from the screen. If
you define a password for your handheld, you must enter it to display private
records.

342
Security Preferences

To hide all private records:


1. From the General Preferences list, select Security.
2. Tap the Current Privacy pick list, and then select Hide Private Records.
.

Tap Hide
Private
Records

3. Tap OK to confirm that you want to hide private records.


4. Tap Done.

To mask all private records:


1. From the General Preferences list, select Security.
2. Tap the Current Privacy pick list, and then select Mask Private Records.

Tap Mask
Private
Records

3. Tap OK to confirm that you want to mask private records.


4. Tap Done.

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Chapter 21 Setting Preferences for Your Handheld

To display all private records:


1. From the General Preferences list, select Security.
2. Tap the Current Privacy pick list, and then select Show Private Records.
If you do not have a password, hidden and masked records become visible.
If you have a password, the Show Private Records dialog box appears. Enter
your password, and then tap OK.

Tap Show
Private
Records

3. Tap Done.

To unmask individual records:


1. Select a masked record.
If you do not have a password, a masked record becomes visible. If you have a
password, the Show Private Records dialog box appears. Go to step 2.
2. Enter your password, and then tap OK.

To make a record private:


1. Display the entry that you want to make private.
2. Tap Details.
3. Tap the Private check box to select it.
4. Tap OK.

ShortCuts Preferences
The ShortCuts Preferences screen enables you to define abbreviations for entering
text with Graffiti 2 strokes. This section describes how to create, edit, and delete a
ShortCut.

Creating a ShortCut
You can create a ShortCut for any words, letters, or numbers. For example, you
might create a ShortCut for your name or for the header of a memo. All ShortCuts
you create appear on the list in the ShortCut Preferences screen. All the ShortCuts

344
ShortCuts Preferences

are available in any of your handheld applications and are backed up on your
computer when you perform a HotSync operation.

To create a ShortCut:
1. From the Personal Preferences list, select Shortcuts.
2. Tap New.
3. On the ShortCut name line, enter the letters you want to use to activate the
ShortCut. Each ShortCut can represent up to 45 characters.

Tap New

4. Tap the ShortCut Text area, and enter the text that you want to appear when you
write the ShortCut characters.

TIP You may want to add a space character after the last word in your ShortCut
text. This way, a space automatically follows the ShortCut text.

5. Tap OK.
To use a ShortCut, draw the ShortCut stroke followed by the ShortCut
characters. When you draw the ShortCut stroke, the ShortCut symbol appears
at the insertion point to show that you are in ShortCut mode.

ShortCut

6. Tap Done.

Editing or delete a ShortCut


After you create a ShortCut, you can modify it at any time. If you no longer need a
ShortCut, you can delete it from the list of ShortCuts.

To edit or delete a ShortCut:


1. From the Personal Preferences list, select Shortcuts.
2. Select a ShortCut.

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Chapter 21 Setting Preferences for Your Handheld

3. Perform one of the following:


– Tap Edit, make the changes you want, and then tap OK.
– Tap Delete and then tap Yes.
4. Tap Done.

Sounds & Alerts Preferences


You can choose from three Sound & Alert profiles:

Custom Configure this profile with your own personal settings.

Silent Select this profile to use the vibrate and indicator light alerts
without sound.

All Off Select this profile to turn off all sounds and alerts.

TIP When you connect a headset to your handheld, the external speaker is
automatically silenced, the Sounds & Alerts settings are maintained, and all volume
levels are automatically adjusted for use with a headset.

To select a profile:
1. From the General Preferences list, select Sound & Alerts.
2. Tap the Custom, Silent, or All Off profile box.

TIP You can also press Right or Left on the navigator to select a profile box.

Profile boxes

3. Tap Done.

System Sound, Game Sound, and Alarm Sound settings


Your handheld uses a variety of sounds. The System Sound, Game Sound, and
Alarm Sound settings enable you to turn the sounds on or off and to adjust the
volume level.

346
Sounds & Alerts Preferences

To set the sound settings:


1. From the General Preferences list, select Sound & Alerts.
2. Tap Custom.
3. Tap the System Sound pick list and select the sound level.

IMPORTANT When you turn off the System Sounds, you also turn off the “chime”
tones associated with the HotSync operation.

4. Tap the Game Sound pick list and select the sound level.
5. Tap the Alarm Sound pick list and select the sound level.
6. Tap Done.
The Game Sound setting works only with games that are programmed to
respond to this setting. Older games typically do not respond to this setting.

Alarm LED and Alarm Vibrate settings


You can set alarms in Calendar, World Clock, Note Pad, and Voice Memo to remind
you of important meetings or notes. When you enable the Alarm Vibrate and
indicator light settings, your handheld vibrates and the indicator light blinks to
notify you. This is useful when you want to turn the Alarm Sound off but still be
notified by alarms.

To set the Alarm LED and Alarm Vibrate settings:


1. From the General Preferences list, select Sound & Alerts.
2. Tap Custom.

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Chapter 21 Setting Preferences for Your Handheld

3. Tap the Alarm LED pick list and select On or Off.

4. Tap the Alarm Vibrate pick list and select On or Off.


5. Tap Done.

348
APPENDIX A

Maintaining Your Handheld

This appendix provides information on the following:


■ Caring for your handheld
■ Prolonging battery life
■ Resetting your handheld

Caring for your handheld


Your handheld is designed to be rugged and reliable and to provide years of
trouble-free service. Observe the following general tips when using your
handheld:
■ Take care not to scratch the screen of your handheld. Keep the screen clean.
When working with your handheld, 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 object on the surface of the handheld screen.
■ Your handheld is not waterproof 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 handheld as you would a pocket calculator
or other small electronic instrument.
■ Take care not to drop your handheld or subject it to any strong impact. Do not
carry your handheld in your back pocket; if you sit on it, you may damage it.
■ Protect your handheld from temperature extremes. For example, do not leave
your handheld on the dashboard of a car on a hot day or on a day when
temperatures are below freezing, and keep it away from heaters and other heat
sources.
■ Do not store or use your handheld in any location that is extremely dusty, damp,
or wet.
■ Use a soft, damp cloth to clean your handheld. If the surface of the handheld
screen becomes soiled, clean it with a soft cloth moistened with a diluted
window-cleaning solution.

349
Appendix A Maintaining Your Handheld

Prolonging battery life


Note the following considerations for the battery in your handheld:
■ Under normal conditions your handheld battery should remain charged when
you place it in the cradle/cable for just a few minutes each day. You can
conserve battery life by doing any of the following:
– Change the Auto-off setting that automatically turns the handheld off after a
period of inactivity. See “Auto-off after” in Chapter 21 for more information.
– Turn off the Bluetooth™ feature when you’re not using it. See “Bluetooth
Preferences” in Chapter 21 for more information.
– Minimize accessing the expansion card slot.
– Moderate how often you access multimedia files, such as MP3TM files
(expansion card required, sold separately), photos, and video files.
■ If the battery becomes low in the course of normal use, an alert appears on the
handheld screen, describing the low battery condition. If this alert appears,
perform a HotSync® operation to back up your data; then leave your handheld
in the cradle/cable to recharge the unit. This helps prevent accidental data loss.
■ If the battery drains to the point where your handheld does not operate, it stores
your data safely for about a week. In this case there is enough residual energy
in the battery to store the data, but not enough to turn on your handheld. If your
handheld does not turn on when you press the power button, you should
recharge the unit immediately. The battery may not have enough residual
energy to power the indicator light, which is normally green when the battery
is charging.
■ If your battery drains and you have the unit in an uncharged state for an
extended period of time, you can lose all your stored data.
■ There are no serviceable parts inside your handheld, so do not attempt to open
the unit.
■ If you ever dispose of your handheld, please dispose of it without damaging the
environment. Take your handheld to your nearest environmental recycling
center.

Resetting your handheld


Under normal circumstances you will not have to use the reset button. On rare
occasions, however, your handheld may no longer respond to buttons or to the
screen. In this case you need to perform a reset to get your handheld running again.

350
Resetting your handheld

Performing a soft reset


A soft reset tells your handheld to stop what it’s doing and start over again. All
records and entries stored in your handheld are retained with a soft reset. After a
soft reset, the Preferences screen appears and the Date and Time option is
highlighted so you can reset the date and time if needed.

To perform a soft reset:


1. Open your handheld. See “Opening and closing your handheld” in Chapter 2
for details.
2. Use the tip of your stylus or an unfolded paper clip (or similar object without a
sharp tip), to gently press the reset button inside the hole on the back panel of
your handheld.

Reset button

Performing a hard reset


With a hard reset, all records and entries stored in your handheld are erased. Never
perform a hard reset unless a soft reset does not solve your problem.

NOTE You can restore any data previously synchronized with your computer during
the next HotSync operation.

To perform a hard reset:


1. Open your handheld. See “Opening and closing your handheld” in Chapter 2
for details.
2. Press and hold the power button on the top panel of the handheld.
3. While holding the power button, use the tip of your stylus or an unfolded paper
clip (or similar object without a sharp tip) to gently press and release the reset
button.
4. Wait for the Palm Powered™ logo to appear; then release the power button.

351
Appendix A Maintaining Your Handheld

5. When a message appears on the handheld screen warning that you are about to
erase all the data stored on your handheld, do one of the following:
– Press Up on the navigator to complete the hard reset and display the
Digitizer screen.
– Press any other button to perform a soft reset.

NOTE With a hard reset, the current date and time are retained. Formats
Preferences and other settings are restored to their factory default settings.

To restore your data from a Windows computer after a hard reset:


1. Click the HotSync icon in the Windows system tray (lower-right corner of
the taskbar).
You can also click the HotSync command on the Palm™ Desktop software
menu bar.
2. From the HotSync Manager menu, select Custom.
3. Select the appropriate username from the list.
4. Select an application in the Conduit list.
5. Click Change.
6. Select Desktop overwrites handheld for each conduit.
Changing the HotSync setting from the default affects only the next HotSync
operation. Thereafter, the HotSync Actions revert to their default settings. To
use a new setting on an ongoing basis, select the Set As Default checkbox.
Thereafter, whatever you selected as the default setting is used when you click
the Default button in the Custom dialog box.
7. Click OK.
8. Repeat steps 4 through 6 to change conduit settings for other applications.
9. Click Done to activate your settings.
10. Perform a HotSync operation.

To restore your data from a Mac computer after a hard reset:


1. Double-click the HotSync Manager in the Palm folder.
2. From the HotSync menu, select Conduit Settings.
3. From the Users pop-up menu, select the appropriate username.
4. Select an application from the list.
5. Click Conduit Settings.

352
Resetting your handheld

6. Click Macintosh overwrites handheld for each conduit.


Changing the HotSync setting from the default affects only the next HotSync
operation. Thereafter, the HotSync Actions revert to their default settings. To
use a new setting on an ongoing basis, click Make Default. Thereafter, whatever
you selected as the default setting is used for HotSync operations.
7. Click OK.
8. Repeat steps 4 through 6 to change conduit settings for other applications.
9. Close the Conduit Settings window.
10. Perform a HotSync operation.

353
Appendix A Maintaining Your Handheld

354
APPENDIX B

Frequently Asked Questions

If you encounter a problem with your handheld, do not call Technical Support
until you have reviewed the frequently asked questions in this appendix and you
have also reviewed the following:
■ The readme file located in the folder where you installed the Palm™ Desktop
software on your Windows computer or on your installation CD for Mac users
■ The Palm Desktop online Help
■ The Palm Desktop Software for the Macintosh User’s Guide located in the
Documentation folder on your installation CD
■ The Palm Knowledge Library, accessible at www.palm.com/support.
■ The most recent Palm™ Tungsten™ T3 handheld HelpNotes on your regional
web site
If you are still having problems, contact Technical Support or go to
www.palm.com/support.

NOTE Palm works with developers of third-party add-on applications to ensure the
compatibility of these applications with your new Palm™ handheld. Some third-party
applications, however, may not have been upgraded to be compatible with your new
Palm handheld. If you suspect that a third-party application is adversely affecting the
operation of your handheld, contact the developer of the application. For more
information, see “Problems with incompatible applications” later in this chapter.

355
Appendix B Frequently Asked Questions

Software installation problems


Problem Solution

The installation menu did not 1. From the Windows desktop, click Start.
appear when I inserted the
2. Select Run.
Software Installation CD-ROM
(or the Software Essentials 3. Click Browse.
CD-ROM) into my Windows
computer. 4. Locate your CD-ROM drive, and select the Autorun file.
5. Click Open.
6. Click OK.

I cannot install Palm Desktop Try each of these in turn:


software on my Windows
■ Disable any virus-scanning software on your computer.
computer.
■ Close any open applications.
■ Make sure your computer has at least 50MB of disk space
available.
■ Delete all temporary files.
■ Run ScanDisk (or another disk verification tool) on your
computer.
■ Install the latest Windows software updates to your
computer.
■ If you are upgrading from an older Palm™ handheld, or
non-Palm branded handheld, remove any previous
version(s) of Palm desktop software using Add or Remove
Programs on the Window’s Control Panel.
■ Uninstall and then reinstall Palm Desktop software.

I cannot install Palm Desktop Try each of these in turn:


software on my Mac computer.
■ Disable any virus-scanning software on your computer.

■ Quit any open applications.


■ Make sure your computer has at least 50MB of disk space
available.
■ Install the latest Mac software updates to your computer.
■ If you are upgrading from an older Palm handheld, or
non-Palm branded handheld, remove any previous
version(s) of Palm desktop software.
■ Uninstall and then reinstall Palm Desktop software.

356
Operating problems

My files didn’t install during a If files do not install after you perform a HotSync operation,
HotSync® operation. the file type was not recognized. Try launching the associated
application from your handheld and then performing another
HotSync operation. If the files remain in the Quick Install list,
they are not associated with an application on your handheld
and cannot be installed.

I can’t add more files to the Make sure the dialog box that confirms where the files will be
Palm™ Quick Install list. installed is closed. You cannot add more files to the list when
the confirmation dialog box is open. For details, see “Installing
applications and files on a Windows computer” in Chapter 4.

When I add a Zip file to Quick Unzip the file with a file compression utility, such as WinZip,
Install, no files appear in the and then add the unzipped files to Quick Install.
Quick Install list.

Operating problems
Problem Solution

I don’t see anything on my Try each of these in turn:


handheld’s screen.
■ Press an application button to ensure that your handheld is
turned on.
■ If your handheld was exposed to cold, make sure it is at
room temperature.

■ Charge your handheld.


■ Perform a soft reset. If your handheld still doesn’t turn on,
perform a hard reset. See “Resetting your handheld” in
Appendix A.

IMPORTANT With a hard reset, all records and entries stored


in your handheld are erased. Never perform a hard reset
unless a soft reset does not solve your problem. You can
restore any data previously synchronized with your computer
during the next HotSync operation.

357
Appendix B Frequently Asked Questions

I get a warning message ■ Purge records from Calendar and Tasks. This deletes Tasks
telling me my handheld items and past Calendar events from the memory of your
memory is full. handheld. See “Purging records” in Chapter 4. You must
perform a HotSync operation to recover the memory.
■ Delete unused memos, photos, and records. If necessary,
you can save these records. See “Deleting records” in
Chapter 4. You must perform a HotSync operation to
recover the memory.
■ If you have installed additional applications on your
handheld, remove them to recover memory.
See “Removing applications” in Chapter 4.

My handheld keeps turning Your handheld is designed to turn itself off after a period of
itself off. inactivity. This period can be set at 30 seconds or at one, two,
or three minutes. Check the Auto-off after setting on the Power
Preferences screen. See “Power Preferences” in Chapter 21.

My handheld is not making Check the System, Alarm, and Game Sound settings.
any sounds. See “Sounds & Alerts Preferences” in Chapter 21.

My handheld’s indicator light Check the Alarm indicator light setting. See “Alarm LED and
is not blinking when alarms Alarm Vibrate settings” in Chapter 21.
occur.

My handheld does not vibrate Check the Alarm Vibrate setting. See “Alarm LED and Alarm
when alarms occur. Vibrate settings” in Chapter 21.

My handheld has frozen. ■ If a network connection was improperly terminated, your


handheld may appear to be frozen for up to 30 seconds. If
it is still frozen after 30 seconds, perform a soft reset.
■ Perform a soft reset. See “Resetting your handheld” in
Appendix A.
■ If your handheld continues to freeze after a soft reset, check
your third-party applications for incompatible
applications. See “Problems with incompatible
applications” later in this chapter.

358
Tapping and writing problems

Tapping and writing problems


Problem Solution

When I tap the buttons or Calibrate the screen. See “Digitizer Preferences” in Chapter 21.
screen icons, my handheld
activates the wrong feature.

When I tap the Menu icon , Not all applications or screens have menus. Try changing to a
nothing happens. different application.

I can’t get my handheld to ■ For your handheld to recognize handwriting input with the
recognize my handwriting. stylus, you need to use Graffiti® 2 writing. Use the Graffiti
2 help to learn how to write characters. For more
information, see “Using Graffiti® 2 writing” in Chapter 3.
■ Make the Graffiti 2 character strokes in the Graffiti 2 input
area, not on the display part of the screen. If you want to
write on the display part of the screen, tap the Full-screen
Writing button on the status bar to turn Full-screen Writing
on. For more information on Full-screen Writing,
see “Using Full-screen Writing” in Chapter 3.
■ Write Graffiti 2 strokes for lowercase letters in the left side,
strokes for capital letters in the middle, and strokes for
numbers in the right side of the Graffiti 2 writing area. For
more information, see “Writing in Graffiti 2 input areas” in
Chapter 3.
■ Make sure that Graffiti 2 is not in shift mode. See “Symbols
and other special characters” in Chapter 3.

Application problems
Problem Solution

I tapped the Today button, but Your handheld is not set to the current date. Make sure the Set
it does not show the correct Date box on the Date and Time Preferences screen displays the
date. current date. See “Date & Time Preferences” in Chapter 21 for
more information.

I know I entered some records, ■ Check the Categories pick list (upper-right corner). Select
but they do not appear in the All to display all the records for the application.
application.
■ Check Security and confirm that Private Records is set to
Show private records.
■ In Tasks, tap Show and see if Show Only Due Items is
selected.

359
Appendix B Frequently Asked Questions

I’m having problems listing ■ If you cannot manually arrange the order of memos, notes,
memos, notes, or voice memos or voice memos on the list screen, select Preferences from
the way I want to see them. the Options menu and make sure that Sort by is set to
Manual.
■ If you choose to view your memos, notes, or voice memos
alphabetically on Palm Desktop software and then perform
a HotSync operation, the memos on your handheld still
appear in the order defined in the Preferences setting. In
other words, the sort settings you use with Palm Desktop
software are not transferred to your handheld.

I created an event in Calendar, If you have two or more events with the same start time, the
but it doesn’t appear in the first event created appears as a gray bar, and any subsequent
Week View. conflicting events appear as a single red bar. To see the
overlapping events select the Day View. For more information,
see “Spotting event conflicts” in Chapter 5.

My vCard or vCal e-mail Palm Desktop software provides several features that interact
attachment isn’t forwarding with e-mail client software on a Windows computer. For these
correctly. features to work correctly, the e-mail client software must be
properly configured. Follow these steps to check the
configuration:
1. Click the Windows Start menu, and then select Settings.
2. Select Control Panel.
3. Select Internet Options, and then click the Programs tab.
4. Make sure that the E-mail field is set to the correct e-mail
client software.
5. Click OK.
6. Start the e-mail client software and make sure it is
configured as the default MAPI client. Consult the
documentation for your desktop e-mail application for
more information.

The current date and time are The current date and time are tied to the Location setting. If
incorrect. you change the date and time without changing the Location
setting, the current date and time may appear incorrect.
See “Date & Time Preferences” in Chapter 21 for information
on setting the current location, date, and time.

360
HotSync problems

HotSync problems
Problem Solution

I cannot perform a HotSync ■ Make sure the HotSync cradle/cable is connected securely.
operation. What should I check
On a Windows computer try these steps:
to make sure I’m doing it
correctly? 1. Check the Windows system tray to make sure the HotSync
Manager is running. If it is not, click Start on the Windows
taskbar, and then select Programs. Navigate to the Palm
Desktop software program group, and select HotSync
Manager. You should also see “Selecting HotSync setup
options” in Chapter 20 for instructions on selecting the
correct HotSync Manager settings.
2. Make sure you selected Local USB or Local Serial, as
appropriate, from the HotSync Manager menu.
3. If you are using the serial cradle make sure you selected the
correct serial port on the Local tab in the Setup dialog box.
It should be set to the port where you connected the
HotSync cradle/cable.

On a Mac computer try these steps:


1. Make sure HotSync Manager is enabled. If it is not,
double-click the HotSync Manager icon in the Palm
folder and enable HotSync Manager on the HotSync
Controls tab.
2. Disconnect the cradle/cable from your computer, and then
reconnect the cradle/cable and restart your computer.

I did a HotSync operation, but ■ On a Windows computer, click the HotSync Manager and
one of my applications did not select Custom. Check that the correct conduit is active.
synchronize.
■ On a Mac computer, double-click the HotSync Manager
icon . From the HotSync menu, select Conduit Settings.
Select your username from the User pop-up menu, and be
sure that the correct conduit is active.

I am using Outlook as my PIM, ■ Click the HotSync Manager and select Custom. Be sure that
but I cannot do a HotSync the correct conduit is active.
operation.
■ Be sure that the correct conduit is installed. Reinstall the
HotSync Manager and make sure that the correct conduit is
selected.
■ Reinstall Palm Desktop software and select the option to
synchronize with Microsoft Outlook.

361
Appendix B Frequently Asked Questions

I cannot launch the HotSync ■ If you are using the optional serial cradle/cable, or if you
Manager. are performing a HotSync operation using a modem, make
sure you are not running another program, such as America
Online, that uses the serial port you selected in the Setup
dialog box.
■ Make a backup copy of your Palm Desktop data, and then
reinstall Palm Desktop software.

When I perform a HotSync The 8009 error indicates that the Windows registry is corrupt.
operation on my Windows you need to rebuild the HotSync Manager registry entries.
computer, I receive the 8009 Information on rebuilding the registry entries, go to
error message: An application www.palm.com/support and search the Palm Knowledge Library
has failed to respond to a for “error 8009.”
hotsync notification.

I tried to do a local HotSync ■ Make sure your handheld is seated in the cradle/cable
operation, but it did not correctly.
complete successfully.
■ Check the connection between the HotSync cradle/cable
and the USB or serial port on your computer.
■ Make sure the username you selected in Palm Desktop
software matches the username assigned to your handheld.
■ Make sure the date on your computer matches the date on
your handheld.
■ Read the HotSync Log for the user account for which you
are performing a HotSync operation.
■ From the Palm Desktop home screen, click the HotSync
Manager and then select Custom. Be sure that the conduits
are set correctly.

362
HotSync problems

I tried to do a local HotSync On a Windows computer, try each step in turn:


operation, but it did not
■ Make sure that HotSync Manager is running. If it is
complete successfully.
running, close it and restart it.
(continued)
■ Make sure you selected Local USB or Local Serial, as
appropriate, from the HotSync Manager menu.
■ If you are using the serial cradle/cable, try the following:
– Make sure you selected the correct serial port on the
Local tab in the Setup dialog box. It should be set to the
port where you connected the HotSync cradle/cable.
– Try a lower baud rate setting on the Local tab in the
Setup dialog box.
– Make sure you aren’t running a program, such as
America Online, that uses the serial port you selected in
the Setup dialog box.

On a Mac computer, try each step in turn:


■ Make sure HotSync Manager is enabled on the HotSync
Controls tab in the HotSync Software Setup window.
■ If you are using the optional serial cradle/cable, try the
following:
– Double-click the HotSync Manager icon in the Palm
folder, and then click the Connection Settings tab. Make
sure the port selection matches the port where your
HotSync cradle/cable is attached.
– Try a lower Speed setting on the Connection Settings
tab.
– Make sure you aren’t running a program, such as
America Online, fax or telephony software, or
AppleTalk networking, that uses the serial port you
selected in the Connection Settings tab.

When I press the HotSync ■ Make a copy of your Palm folder. Uninstall and then
button on the cradle/cable, reinstall Palm Desktop software.
nothing happens on Palm
■ Turn on your handheld, and tap the Home icon . Select
Desktop software, and my
the HotSync icon , and then tap Local.
handheld times out.

363
Appendix B Frequently Asked Questions

When I perform a HotSync ■ If you have performed a HotSync operation successfully


operation, my information but you cannot find the data from your handheld on Palm
does not transfer to Palm Desktop software, check to see that you have the correct
Desktop software. username selected for viewing data.
■ On a Windows computer, click the HotSync Manager and
select Custom. Check that all conduits are set to
synchronize files.
■ On a Mac computer, double-click the HotSync Manager
icon. From the HotSync menu, select Conduit Settings.
Select your username from the User pop-up menu, and
check that the correct conduit is active. If you have
upgraded from a previous handheld, go to www.palm.com/
support/tungstenT3 and click on the Upgrading link.

I want to synchronize my ■ If the computer running Palm Desktop software


computer with more than one synchronizes with more than one handheld, each handheld
handheld. must have a unique name. Assign a username to your
handheld the first time you perform a HotSync operation.
■ Be aware that synchronizing more than one handheld with
the same username causes unpredictable results and,
potentially, loss of your personal information.
■ If you are synchronizing with MS Outlook, make sure the
right profile is selected for the Conduits in HotSync
Manager. From the Palm Desktop home screen, click the
HotSync Manager and then select Custom.

I can’t perform a Bluetooth™ ■ Make sure that Bluetooth communication is enabled on


HotSync operation. both your handheld and your computer.
■ When you perform a Bluetooth HotSync operation, your
handheld attempts to connect to a Bluetooth virtual serial
port on your computer. First it looks for a Bluetooth serial
HotSync port. If it cannot find that port, it then looks for a
generic Bluetooth serial port. However, some generic
Bluetooth serial ports do not support HotSync operations.
■ Your handheld may not be able to recognize the virtual
serial port on your Windows computer. Try validating the
virtual serial port you’re using, or create a different virtual
port and change the HotSync Manager settings to use the
new virtual port. Refer to the documentation that came
with your computer operating system for instructions.

364
HotSync problems

I can’t perform a Bluetooth™ ■ Some computers have a dedicated virtual serial port
HotSync operation. number, such as COM5, and other computers enable you to
(continued) choose a port number, such as COM8 or COM12. Refer to
the documentation that came with your computer for
information on dedicated versus flexible virtual ports.
■ If the virtual serial port you want to use is used by other
applications, exit those applications before setting up your
computer for a Bluetooth HotSync operation.

I receive an authentication ■ Make sure you entered the correct username and password
error when I try to perform a for the selected network service profile in the Network
HotSync operation using Preferences screen. See “Network Preferences” in
Bluetooth and a wireless LAN Chapter 21 for details.
access point.

When I try to perform a ■ Make sure that Network is selected on the HotSync
HotSync operation using Manager menu on your computer.
Bluetooth and a wireless LAN
■ Contact your system administrator to make sure your
access point, it connects but
network computer is properly set up.
nothing happens.

I tried to do a modem HotSync Check the following on your computer:


operation, but it did not
■ Make sure your computer is turned on and that it does not
complete successfully.
shut down automatically as part of an energy-saving
feature.
■ Make sure the modem connected to your computer is
turned on and is connected to the outgoing phone line.
■ Make sure the modem you are using with your handheld
has an on-off switch. Your handheld cannot “wake up” a
modem that has an auto-off feature.
■ Make sure the modem is connected properly to your
computer and is connected to the incoming phone line.
For additional modem HotSync troubleshooting tips, go to
www.palm.com/support.

365
Appendix B Frequently Asked Questions

I can’t perform an IR HotSync ■ On a computer running Windows 98, be sure that the
operation. HotSync Manager is running, that Infrared is selected on
the HotSync Manager menu, and that the Serial Port for
local operations is set to the simulated port for infrared
communication. See “Conducting IR HotSync operations”
in Chapter 20 for details.
■ On a computer running Windows 2000/ME/XP, select IR
in the HotSync Manager. See “Preparing your computer for
infrared communication” in Chapter 20 for details.
■ On a Mac computer, make sure the infrared
communications extensions have been installed in the
Extensions folder inside the System folder. Next, open the
HotSync Software Setup window, and be sure that HotSync
Manager is enabled and that the Local Setup Port is set to
Infrared Port. See “Conducting IR HotSync operations” in
Chapter 20 for more information.
■ On your handheld, be sure the HotSync application is set to
Local, with the option IR to PC/Handheld.
■ Be sure the IR port of your handheld is aligned directly
opposite to, and within a few inches of, the infrared device
of your computer.
■ IR HotSync operations do not work after you receive a low
battery warning. Check the battery power of your
handheld. Recharge the internal battery.
■ Turn off some conduits to speed the HotSync. IR transfer
speeds are much lower than USB transfer speeds. HotSync
operations with photos, MP3, or video files can take up to
an hour or more.

My handheld displays the ■ Your computer’s infrared port may be set to search
message “Waiting for sender” automatically for the presence of other infrared devices.
when it’s near my computer’s Consult the documentation for your operating system for
infrared port. information about turning off this option.
■ In some cases simply moving your handheld away from the
computer’s infrared port solves the problem.

My handheld appears to freeze Move your handheld away from the computer’s infrared port.
when I place it near my
computer.

366
Beaming and sending problems

Beaming and sending problems


Problem Solution

I cannot beam data to another ■ If you are beaming to another Palm handheld, confirm that
device with an IR port. your handheld and the other handheld are between ten
centimeters (approximately 4 inches) and one meter
(approximately 39 inches) apart and that the path between
the two handhelds is clear of obstacles. Beaming distance to
other devices with an IR port may be different.
■ Move your handheld closer to the receiving device.
■ Make sure the receiving device has beam receive enabled.

When someone beams data to ■ Your handheld requires at least twice the amount of
my handheld, I get a message memory available as the data you are receiving. For
telling me it is out of memory. example, if you are receiving a 30KB application, you must
have at least 60KB free.
■ Perform a soft reset. See “Performing a soft reset” in
Appendix A for more information.

I cannot send data to another ■ Make sure that Bluetooth communication is enabled on
Bluetooth device. both your handheld and the other device.
■ Make sure that the receiving device has a compatible
Bluetooth application installed.

Phone connection problems


Problem Solution

My passkey is rejected when I ■ Some mobile phones require that you enter the passkey
attempt to pair (or bond) my within a specific time frame. Make sure you have a passkey
mobile phone with my in mind and that you enter it immediately when prompted.
handheld.
■ If your passkey is rejected, your phone may have a
preassigned passkey; see the documentation included with
your phone for information. The documentation might
refer to a Bluetooth connection as a Bluetooth pair or a
Bluetooth link.
■ If you need additional information about pairing your
phone and handheld, refer to the Phone Pairing Handbook at
www.palm.com/support.

367
Appendix B Frequently Asked Questions

My handheld cannot connect to Use the following steps to test the connection:
my mobile phone.
1. Tap the Home icon .
2. Select the Phone Link icon .
3. Tap Connect.
4. If the connection is successful, open the application that
requires the connection and complete the desired task.
If the connection is not successful, try the following steps:
– If you have a Bluetooth phone, you may need to go
through the pairing process on both your handheld and
your phone. See “Setting up a phone connection” in
Chapter 12 for information on completing the pairing
process on your handheld. See the documentation
included with your phone for assistance with
completing the pairing process on your phone. If you
need additional information about connecting your
phone, refer to the Phone Pairing Handbook at
www.palm.com/support.

– Make sure the Connection for your mobile phone is


selected in the Connection Preferences screen and the
Phone Preferences screen.
– If you are using a Bluetooth connection, make sure that
your phone is equipped with Bluetooth technology, that
Bluetooth is enabled, and that the power is on.

My phone connection drops ■ You need to increase the Idle timeout setting on the
before I finish using it. Network Preferences Details screen. See “Adding detailed
information to a network service profile” in Chapter 21 for
instructions.

I get an error message when I ■ Make sure that the proper phone driver is installed on your
try to dial a phone number handheld. See “Updating the phone files on your
using my handheld. handheld” in Chapter 12 for instructions.
■ You may need to go through the pairing process on both
your handheld and your phone. See “Connection
Preferences” in Chapter 21 for information on completing
the pairing process on your handheld. See the
documentation included with your phone for assistance
with completing the pairing process on your phone.
■ Check the Phone Preferences screen and make sure the
correct phone connection is selected.

368
VersaMail™ e-mail software problems

VersaMail ™ e-mail software problems


Problem Solution

I am having problems Occasionally you may experience problems using an e-mail


accessing my account. account after you set it up. Be sure to follow the account setup
procedures in Chapter 16. If you followed the procedure and
are experiencing problems using the account, verify that the
account complies with your e-mail provider’s requirements by
following these steps:
■ Verify both your password and your username for your
e-mail account.
■ If you are connecting using an external modem device such
as a PalmModem® accessory, verify that you have an
account with an ISP and are able to dial in over a voice
phone line.
■ If you are connecting using a mobile phone through the
built-in Bluetooth radio on your handheld, a cable, or the IR
port on your handheld, verify that you have either a data-
enabled GSM or a high-speed GPRS account with your
wireless service provider.
■ Some wireless service providers require you to be on their
network to use your e-mail account. If this is the case, be
sure to use your provider's network as the connection type
for the account.

■ Some wireless service providers have other requirements


specific to their service. For example, Yahoo! requires you
to set up POP mail forwarding for your Yahoo! account in
order to download e-mail messages to your handheld.
Check with your service provider to see if any provider-
specific requirements exist.
■ Service provider settings frequently change. If your e-mail
account was working, but you are currently experiencing
problems, check with your service provider to see if any of
the account settings have changed.

I am having difficulty sending Make sure you have chosen the same settings for the account
and receiving mail using a on both your handheld and your desktop. For example, if the
synchronize-only account. account is set up on the handheld to use the POP protocol,
check the HotSync manager on the desktop to make sure that
POP is selected as the protocol for that account.

369
Appendix B Frequently Asked Questions

Recharging problems
Problem Solution

When I connect my handheld ■ Confirm that your handheld is firmly connected to the
to the cradle/cable, it does not cradle/cable.
charge.
■ Confirm that your recharger cable is properly connected to
the back of the cradle/cable’s USB or serial port connector
that plugs into your computer.
■ Confirm that your recharger is plugged into an AC outlet
that has power.
■ If you have not used your handheld for a long period, such
as an extended vacation, the battery may not contain
enough charge to power the indicator light. After your
handheld has recharged, the indicator light will function
normally.

My battery drains too quickly. Battery life varies with usage. If your battery drains quickly
while not in use, your handheld may be turning on
accidentally. You can prevent your handheld from accidentally
turning on by setting the Keylock feature. See “Keylock
Preferences” in Chapter 21.

Password problems
Problem Solution

I forgot the password, and my ■ First, use the password hint to try to remember the
handheld is not locked. password. If this doesn’t help or if you do not have a
password hint, you can use Security to delete the password,
but your handheld deletes all entries marked as private.
However, if you perform a HotSync operation before you
delete the password, the HotSync process backs up all
entries, whether or not they are marked private. Then you
can follow these steps to restore your private entries:
a. Use the Palm Desktop software and the cradle/cable or
infrared communication to synchronize your data.
b. Tap Forgotten Password in Security to remove the
password and delete all private records.
c. Perform a HotSync operation to synchronize your data
and restore the private records by transferring them
from your computer to your handheld.

370
Problems with incompatible applications

I forgot the password, and my ■ First, use the password hint to try to remember the
handheld is locked. password. If this doesn’t help or if you do not have a
password hint, you must perform a hard reset to continue
using your handheld. See “Performing a hard reset” in
Appendix A for more information.

Problems with incompatible applications


Palm, Inc. works with developers of third-party add-on applications to ensure the
compatibility of these applications with your new Palm Tungsten T3 handheld.
Some third-party applications, however, may not have been upgraded to be
compatible with your new Palm handheld.
Possible symptoms of incompatible applications include:
■ Fatal errors needing resets
■ Frozen handheld requiring a reset
■ Slow performance
■ Abnormal screen display
■ Problems using Bluetooth or other features
■ Uneven sound quality
■ Problems opening an application
■ Problems performing a HotSync operation
You can determine whether an incompatible application is causing problems by
deleting the application and then operating your handheld. For instructions on
deleting an application from your handheld, see “Removing applications” in
Chapter 4.
After you have deleted the application, try to replicate the operation that created
the error. If removing the application solves your problem, contact the application
developer for a solution.

Finding a third-party application that is causing a problem


If you have multiple third-party applications installed on your handheld or have
upgraded from an earlier model of a Palm handheld, perform the following
procedure to remove all third-party applications from your handheld. Once you
have removed all of the third-party applications, you can install one application at
a time to determine which application is causing the problem.

IMPORTANT The following procedures erase all data from your handheld. Before
removing the applications, perform a HotSync operation to backup your data.

371
Appendix B Frequently Asked Questions

To remove all third-party applications:


1. Open the Palm folder on your desktop computer.
2. Open the user folder for your handheld.
User folder names are abbreviated as lastname firstinitial.
3. Select and drag the Backup folder to the Windows desktop.
Make sure you see the Backup folder on the Windows desktop.
4. Close the Palm folder.
5. Perform a hard reset. See “Performing a hard reset” in Appendix A for details.
6. Perform a HotSync operation.
7. Operate your handheld and try to replicate problem operations.
8. Perform one of the following:
– If your handheld still has problems, see the other sections in this chapter for
solutions to the problem. Fix the problem before re-installing the third-party
applications.
– If your handheld no longer has problems, install the third-party applications
one application at a time using the following procedure.

To re-install third-party applications one at time:


1. Open the Backup folder
2. Double-click on one .prc file.
The Palm™ Quick Install window opens with the .prc file listed.
3. Click Done.
4. Perform a HotSync operation to install the files. See Chapter 20 for details.
5. Operate your handheld and try to replicate problem operations.
6. Perform one of the following:
– If installing the application recreates your problem, remove the application
and contact the application developer for a solution. Continue to re-install
your applications one application at a time to make sure another application
is not creating a problem.
– If installing the application does not cause a problem, got to step 1 and
reinstall another application.

372
Technical support

Technical support
If, after reviewing the sources listed at the beginning of this appendix, you cannot
solve your problem, go to www.palm.com/support or send an e-mail to your
regional Technical Support office.
Before requesting technical support, please experiment a bit to reproduce and
isolate the problem. When you do contact Technical Support, please provide the
following information:
■ The name and version of the desktop operating system you are using
■ The actual error message or state you are experiencing
■ The steps you take to reproduce the problem
■ The version of handheld software you are using and available memory

To find version and memory information:


1. Tap the Home icon .
2. Tap the Menu icon .
3. Select Info from the App menu.

NOTE Palm works with developers of third-party add-on applications to


ensure the compatibility of these applications with your new Palm handheld.
Some third-party applications, however, may not have been upgraded to be
compatible with your new Palm handheld. If you suspect that a third-party
application is adversely affecting the operation of your handheld, contact the
developer of the application.

373
Appendix B Frequently Asked Questions

374
Product Regulatory Information

FCC Statement
This device complies with part 15 of the FCC rules. Operation is subject to the following two
conditions: (1) This device may not cause harmful interference, and (2) this device must accept any
interference received, including interference that may cause undesired operation.

NOTE This equipment has been tested and found to comply with the limits for a Class B digital device,
pursuant to Part 15 of the FCC rules. These limits are designed to provide reasonable protection against
harmful interference in a residential installation. This equipment generates, uses, and can radiate radio
frequency energy and, if not installed and used in accordance with the instructions, may cause harmful
interference to radio communications. However, there is no guarantee that interference will not occur in a
particular installation. If this equipment does cause harmful interference to radio or television reception,
which can be determined by turning the equipment off and on, the user is encouraged to try to correct the
interference by one or more of the following measures:

■ Reorient or relocate the receiving antenna.


■ Increase the separation between the equipment and receiver.
■ Connect the equipment into an outlet on a circuit different from that to which the receiver is connected.
■ Consult the dealer or an experienced radio/TV technician for help.
The use of shielded I/O cables is required when connecting this equipment to any and all optional
peripheral or host devices. Failure to do so may violate FCC rules.

CAUTION Changes or modifications not covered in this manual must be approved in writing by the
manufacturer’s Regulatory Engineering Department. Changes or modifications made without written
approval may void the user’s authority to operate this equipment.

Responsible Party:
Palm™ Tungsten™ T3 Product Family
Palm Solutions Group
400 N. McCarthy Boulevard
Milpitas, California 95035 Tested to Comply
United States of America With FCC Standards
(408) 503-7500
FOR HOME OR OFFICE USE

375
Product Regulatory Information

Canadian IC Notice
To prevent radio interference to the licensed service, this device is intended to be operated indoors
and away from windows to provide maximum shielding. Equipment that is installed outdoors is
subject to licensing.

Canadian ICES-003 Statement


This Class B digital apparatus meets all requirements of the Canadian Interference-Causing
Equipment Regulations.

Cet appareil numérique de la classe B respecte toutes les exigences du Réglement sur le matériel
brouilleur du Canada.

FAA Statement
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 use the Bluetooth™ communication features of your handheld at times when
government or airline regulations prohibit the use of cellular phones. You can, of course, use all other
applications on your handheld in accordance with airline regulations for electronic devices.

Electrical Transmission Statement


This product has been certified as conforming to technological standards for a wireless device as a
small electrical data transmission under electrical transmission law. Therefore, you do not need a
license from a government agency to operate this product.

This product has been certified as conforming to technological standards. Therefore, the following
action are punishable by law:

Disassembly or modification of this product.

Removal of identification labels on the back of this product.

ARIB STD-T66 Statement (Japan)


This product uses a radio wave in the 2.4 GHz bandwidth. This frequency is also used by the
microwave ovens industry, scientific and medical devices, in addition to wireless transmitters for
motion detectors, such as those requiring licenses used on manufacturing lines or similar radio
transmitters. It is also used in specified amateur radio stations or small radio stations not requiring
licenses (all these wireless devices will be called “other wireless transmitters” below).

1. Before using this product, confirm that other wireless transmitters are not in use nearby.

2. In the unlikely event that there is electronic interference between this product and other wireless
transmitters, quickly change the operating frequency of this product, change the location of
operation, or stop operating the product (cease transmission of a signal).

3. If other electrical interference or related problems should occur, contact the responsible party.

376
Product Regulatory Information

Europe R&TTE Directive (Europe)


Declaration of Conformity
Application of Council Directive(s):

89/336/EEC EMC Directive

99/5/EC RTTE Directive

72/23/EEC Low Voltage Directive

Standards to which Conformity is Declared:

ETSI301 489-1 (Immunity)

EN60950 1992/A1:1993/A2:1993/A3:1995/A4:1997/A5:1998 (Safety)

EN55022:1994/A1:1995/A2:1997/A3:1998 Class B (Emissions)

The product is CE marked.

The product fulfills the essential requirements of the harmonized standards shown above.

Manufacturers Name: Palm Solutions Group

Manufacturers Location: 400 North McCarthy Blvd., Milpitas, CA 95035-5112, USA

Importers Name: Palm Germany GmbH

Importers Location: Landsberger Strasse 155, D-80687 Munchen, Germany

Type of Equipment: Handheld Computer

Model Number: Palm Tungsten T3

Year of Manufacture: 2003

I, the undersigned hereby declare that the equipment specified above conforms to the above
Directive(s) and Standard(s)

Place: Milpitas, CA

Date: April 29, 2003

Name: David Woo

Title: Global Compliance Manager

377
Product Regulatory Information

Taiwan Statement
Article 14: Unless approved, for any model accredited low power radio frequency electric machinery,
any company, trader, or user shall not change the frequency, increase the power, or change the
features and functions of the original design.

Article 17: Any use of lower power radio frequency electric machinery shall not affect the aviation
safety and interfere with legal communications. In even that any interference is found, the use of such
electric machinery shall be stopped immediately, and reusing of such products cannot be resumed
until no interference occurs after improvement.

The legal communications mentioned in the above item refer to radio communications operated in
accordance with telecommunication laws and regulations.

Low power radio frequency electric machinery shall resist against interference from legal
communications or from industrial, scientific, and medical radio electric machinery.

Battery Warning
Do not mutilate, puncture, or dispose of batteries in fire. The batteries can burst or explode, releasing
hazardous chemicals. Discard used batteries according to the manufacturer’s instructions and in
accordance with your local regulations.

Varning
Eksplosionsfara vid felaktigt batteribyte. Använd samma batterityp eller en ekvivalent typ som
rekommenderas av apparattillverkaren. Kassera använt batteri enligt fabrikantens instruktion.

Advarsel!
Lithiumbatteri—Eksplosionsfare ved fejlagtig håndtering. Udskiftning må kun ske med batteri af
samme fabrikat og type. Levér det brugte batteri tilbage tilleverandøren.

Varoitus
Paristo voi räjähtää, jos se on virheellisesti asennettu. Vaihda paristo ainoastaan valmistajan
suosittelemaan tyyppiin. Hävitä käytetty paristo valmistajan ohjeiden mukaisesti.

Advarsel
Eksplosjonsfare ved feilaktig skifte av batteri. Benytt samme batteritype eller en tilsvarende type
anbefait av apparatfabrikanten. Brukte batterier kasseres i henhold til fabrikantens instruksjoner.

Waarschuwing!
Bij dit produkt zijn batterijen geleverd. Wanneer deze leeg zijn, moet u ze niet weggooien maar
inleveren als KCA.

Uwaga

378
Index

A Card Info 79
categories 39
ABA. See Contacts archive files
Account. See E-mail account Contacts 83
Action icons 238 Dialer 93
Add/Remove Programs icon 61 Expense 97
Add-on applications 54–61 font style 53
Addressing e-mail installing 54–60
displaying another address 158 Launcher 37
message 187–190 Memos 103
using Smart Addressing 189 Note Pad 105
Addressing SMS messages 130 opening 38
Advanced preferences 211 Palm Photos 119
Agenda View Palm VersaMail 147
background image 64 Phone Link 109
display options 64 plug-in 333
displaying 64 removing 60
displaying tasks 64 sending data from 135
Alarm size in kilobytes 373
indicator light 9 SMS 129
LED 347, 348 Tasks 139
lists 53 version of 373
preset 77 Voice Memo 229
setting in Calendar 69 Web Pro 237
setting in Note Pad 107 World Clock 261
setting in Voice Memo 234 See also Add-on applications
setting in World Clock 267 Archive files
sound 77, 171, 267, 346, 358 importing data from 33
status bar button 17 for main applications 33
Vibrate setting 347, 348 saving deleted records 44
Alerting for new mail 170 saving purged records 45
Alphabet, Graffiti 2 24 Attaching a signature to messages 158
APOP Attachments 133
adding to an account 163 attaching files from an expansion
and synchronization 220 card 206
requirement 150 attaching files from applications 204
Application buttons 8, 37, 63, 83, 105, 139, downloading 214
306 icon for 174
Applications saving to expansion card 203
beaming 29–31 sending 190
Calendar 63 Audio files 54, 58

379
Index

Auto get mail 167 Broken envelope icon 172, 192


notification options 170 Browsing files on a card 244
notifications 169 Browsing the web 239–241
Reminders screen 171 Business card for beaming 30
resource issues 174 Buttons preferences 306–307
scheduling 167
VPN connections 152
Autofill, enabling or disabling 254 C
Automatic fill, in Expense 102 Cache 256
Automatic sending of messages. See Send re- clearing 256
try Calendar
Auto-off delay 336 adding Contacts data to records 50
Agenda View display options 64
alarm 69
B archive files (.dba) 33
Background sending of messages. See Send categories 71
retry category colors 72
Battery changing event time 71
charge light 9 changing event to untimed 68
conserving power 336 conduit for synchronizing 273
disposal 378 conflicting events 75
gauge 37 continuous events 69
life and use 350 creating records 43
recharging 3 Day View display options 65
recycling 350 display Week View 72
warning 378 displaying Agenda View 64
Bcc field 187 displaying Day View 65
See also Blind copies displaying e-mail messages 64
Beaming displaying tasks 64
information 29 end time for Day view 77
location of IR port 10 events spanning midnight 67
pen stroke to activate 307 fonts 52
problems with 367 menus 77
URLs 247 Month view 73
See also Infrared notes for records 51–52
Beep for new mail 169 opening 63
Blind copies 158, 188 private records 344
Blinking asterisk 171 purging records 44–45
Bluetooth repeating events 69
entering passkey 112, 367 scheduling events 69, 71
HotSync operations 287–289 selecting dates 67
making connections 305 start time for Day view 77
phone connection 109–117 Sunday or Monday to start week 317
preferences 299–306 untimed events 68
status bar button 17 viewing appointment reminders 171
Bold font for text 52 Week view 72, 317, 360
Bookmarking web pages 248–250 Calibration 13, 316
Brightness control Call Waiting, disabling 285, 324
Pen preferences 307
status bar 18

380
Index

Calling card, using in phone settings 285, for synchronizing applications, Mac 274
324 shortcuts 225
Card Info 79 SSL and 228
Caring for the handheld 349 for synchronizing applications 273, 352
Categories 132 synchronizing multiple accounts 227
assigning records to 45–46 Conflicting events 75
beaming 29–31 Connecting
creating 47 service templates 320
default 39, 45 to server or ISP 325
displaying 46, 92, 359 to the Internet 238
event color codes 71 with a GPRS network 311–312, 319–329
for bookmarks 248 with a non-GSM phone 313–314
for saved pages 244 with a phone 311–314
merging 47 Connection
renaming 47 mobile phone 237
sending 32 modifying Web Browser Pro
using in Applications Launcher 39 preferences 257
Cc field 188 preferences 308–314
Changing preferences for Bluetooth 322
home page 253 requirements 237
image download preferences 251 Connection types
saved page information 244 modem sled, prerequisite for 150
Charging handheld 3 network connection 149
Check boxes 14 PalmModem accessory, prerequisite
Clearing for 150
cache 257 synchronize-only connection 149
History list 251 Contacts
reminders 172 *If Found Call* entry 85
Color Theme preferences 308 adding custom fields 92
Combining categories 47 adding e-mail address from 188
Comma-delimited files, importing data adding entry from e-mail 214
from 33 archive files (.aba) 33
Command business card for beaming 30
buttons 14 conduit for synchronizing 273
equivalents (Graffiti 2 writing) 42 creating records 43
stroke 42 displaying category 92
toolbar 42 displaying data in the Address list 88
Command toolbar finding records 15–50
activating 42 fonts 52
Communication preferences 297 notes for records 51–52
Bluetooth 299–306 opening 83
Connection 308–314 private records 344
Network 319–334 sorting records 51
Phone 335 using to address e-mail 188
Compression, of images 253 Content
Conduits latest web page 245
account information screens 224 old web page 245
for modem HotSync operations 286 Controlling Internet access 257
for synchronizing applications 361

381
Index

Cookies Daylight Saving


definition 255 options 265
enabling or disabling 255 settings 264
Country default setting 316 DBA (Calendar archive file) 33
Cradle Decimal point 317
connecting to computer 11 Default
for local HotSync operations 275, 281 categories 39, 45
viewing data from 337 currency in Expense 100
Creating Deleted data, saving in archive files 44
categories 39, 47 Deleting
Contacts entries 83–85 applications 60
currency symbols 100 bookmarks 250
custom fields in Contacts 92 Desktop software 61
Expense items 97 e-mail 208–210
expense reports 101 mail in the trash 210
notes for records 51 old messages 209
records 43 passwords 339
ShortCuts 344 records 44
signature 134 saved pages 244
SMS messages 130 service templates 333
Currency See also Purging records
default 100 Desktop software
defining 100 linking to external files 34, 293
for Expense items 99 removing 61, 62
Current date 359 saving deleted data in archive file 44
Current time 37 Device
Custom assigning name 299
currencies and symbols 100 enabling/disabling the user cache 305
fields in Contacts 92 types with which you can connect 298
Cycling through views 63, 83, 105, 139 Digitizer 13, 316
calibrating your handheld 13
preferences 316
D Disabling
Data entry. See Entering data autofill 254
Database cookies 254
upgrading a MultiMail database 148 JavaScript 255
Databases, downloading 242 Disconnecting
Date from the Internet 238
displaying in World Clock 267 Discovery
Expense item 98 and connection process 300
setting current 262, 314, 359 defined 300
Tasks record due 141 enabling/disabling the user cache 305
Date & Time preferences 314–315 display 39
Day (Calendar view) 66 DNS 330
Day View Domain name system. See DNS
display options 65 Double-booked events 75
displaying 65
events spanning midnight 67

382
Index

Download getting on desktop 216–221


attachments 174 getting subject only 165
message size 157 HTML 176
messages from phone 131 icons 174, 193
Downloading leaving mail on server 156
files, all types 242 marking read and unread 211–213
Drafts maximum message size 157
creating 185 message format 176
creating in SMS 133 notification options 170
saving 190, 193 personal signature 193, 214
Dragging preferences 213–214
stylus to activate features 307 reading 164
using the stylus 13 replying to 195–197
saving attachments to expansion
card 203
E scheduling auto get mail 167
Editing send retry 192
bookmarks 249 sending 190
records 43–44 signature, adding 158
saved pages 244 storing in Outbox 190
E-mail trash 210
adding attachments 204–206 URLs in messages 197
adding Contacts entry from e-mail 214 viewing attachments 198–201
addresses in Contacts 86 E-mail account
addressing 187 auto get mail 167
alert for new mail 170 before setting up 149
attaching files 165 checking for new messages 164, 165
attaching files from an expansion color selection 177
card 206 corporate 151
attaching files from applications 204 creating new 152–157
attachments 198–208 default mail service 161–162
auto get notifications 169 deleting accounts 160–161
beeping for new mail 169 display options 177
buzzing or blinking for new mail 170 displaying Inbox 164
color selection 177 editing accounts 160
composing 190 font selection 177
creating new messages 186–190 incoming and outgoing server 154
days to synchronize 222 notification option 169
deleting messages on handheld 208–210 password 154
display options 177 problems with 164
displaying in Calendar 64 synchronization options 216–221
downloading large attachments 202–203 synchronizing 215, 226–227
drafts 193 troubleshooting 164
e-mailing URLs 247 username 154
emptying trash 210–211 Emptying the History list 251
font selection 177 Enabling
forwarding 194, 195 autofill 254
forwarding attachments 208 cookies 254
getting entire message 165 JavaScript 255

383
Index

Entering data 21–35 phone numbers 50


importing from other applications 33–35 status bar button 17
problems with 359 using the Find application 48
using the computer keyboard 32 Folders
using the onscreen keyboard 21 creating new 185
Envelope icon 174 viewing other 177
Error log 216 Fonts 53
ESMTP 150 choosing fonts in applications 52
adding to an account 163 setting size in Web Pro 251
Euro Formats preferences 316
in Expense 99, 100 Forwarding e-mail 194
in Graffiti 2 writing 27 Frequently asked questions
in onscreen keyboard 22 application problems 359
Events, Calendar 63 beaming and sending problems 367
Exclamation marks in Tasks 146 HotSync problems 361
Expansion operating problems 357
adding hardware 11 password problems 370
using cards 79 phone connection problems 367
Expansion Card recharging problems 370
applications 38 software installation problems 356
copying applications 39 tapping and writing problems 359
described 12 VersaMail problems 369
formatting 80 Frozen handheld 358
renaming 79 Full-screen Writing
Expansion card 244 description 23
Expense status bar button 17, 24
creating records 97 with keyboard 21
currency 99
date of item 98
defining new currency 100 G
menus 102 Games 347
overview 97 General preferences 170, 346–348
receipt details 98 alarm LED 347
reports 101 alarm sounds 346
type 99, 102 alarm vibrate 347
vendor 99 Date & Time 314–315
Extended MAPI 217 Digitizer 316
External keyboard 35 Formats 316–317
Graffiti 2 317
Power 336–338
F Sounds & Alerts 346–348
FAQs. See Frequently asked questions system sounds 346
FCC Statement 375 Getting e-mail
File types that can be downloaded 242 checking for new messages 165
Files GPRS network
error log 216 connecting to 319–329
linking to external 34, 293 GPRS defined 311
Finding loss of network connection 328
information in applications 47

384
Index

sending an INIT string 327–328 conduits for synchronizing applications,


service limitations 328 Mac 274
Graffiti 2 customizing 273, 274
alphabet 24 first-time operation 274–278, 294–296
Command stroke 42 IR operation 278–281
designated input areas 23 linking to external files 34, 293
Full-screen Writing 23 local operation 270, 275, 362, 363
input areas 8, 22 local operation on Mac 277
menu commands 42 modem operation 271, 282–287, 365
online Help 307 modem settings 283
preferences 317 network operation 290–293
problems using 359 operations using cradle 281, 309
ShortCuts for entering data 344–346 operations using IR port 278–280, 310
symbols 27 performing wireless HotSync
Graphics pick list 253 operation 289
GSM phones problems with 361–366
accessing the Internet 326 problems with IR 366
and GPRS networks 311 restoring data 352–353
connecting with 311–312 selecting HotSync operations on your
entering passkey 112, 367 handheld 289
requirement for SMS 129 setting options 269–271
starting Manager 215
synchronize active accounts 215
H synchronizing e-mail 227
Handheld user profiles 293
alarm 171 Hyperlink. See Link
blinking 170
buzzing 170
increasing space on your handheld 12 I
vibrating 171 Icon
Hard reset 351, 357 Bookmark 249
Hardware add-ons 11 broken envelope 172, 192
Help for e-mail messages 174, 193
online tips 15 HotSync Manager 215
Hiding records 342 paperclip 174
History list VersaMail e-mail 174
clearing 251 Icons
definition 250 Add/Remove Programs 61
limit 250 alarm 69
Home page application 14
changing 253 Back 241
returning to 241 Find 48
status bar button 17 Forward 241
HotSync Home Page 241
Bluetooth operations 287–289 HotSync Manager 59
buttons preferences 306 lock 31
conduits for synchronizing menu 42
applications 273, 352 note 52
on handheld buttons 8

385
Index

online Tips 15 IrDA (Infrared Data Association) 29, 278


Open URL 239 ISP
Quick Install 55 changing 258
Refresh 245 entering ISP information 326
repeating event 69, 143, 144 login script 150
Stop 242 requirements for 149
Tips 15 requiring APOP 163
USB 3 requiring ESMTP 163
Web 237
Idle timeout of ISP or server connection 329
Images J
changing download preferences in Web JavaScript, enabling and disabling 255
Pro 253 Jumping to another web page 241
compression 253
copying from web pages 246
IMAP
K
Keyboard
adding an account 153
computer 32
ESMTP synchronization in 220
onscreen 21, 307
server options 156
onscreen types 22
synchronize an account 220
portable 35
Importing data 33–35
Inbox
Reminders screen and 172 L
synchronizing 222 LED 9, 347
viewing mail 164–165 Letters
Incoming mail server 154 font style 53
Indicator light 9, 347 Graffiti 2 24
Infrared onscreen keyboard 21
connections 309 Link
HotSync operations 278–280, 310 colors, changing 252
port 10, 29, 278 definition 241
problems with IR HotSync downloading files 242
operations 366 unvisited links 252
requirements for computer 278 visited links 252
INIT string, sending 327–328 See also Connection
Initialization string 310 Location
Input area location 8 adding 264–266
Installing deleting 266
applications 54–60 displaying secondary 267
conduit to install applications 273 modifying 266
Internet setting primary 262, 264, 314
access 237, 257 setting secondary 264
entering ISP information 326 Locking the handheld with a password 307,
using non-GSM phones to access 313 335, 340–341
IP address 329, 330 Logging informational errors 216
IR port 10 Login script 150
See also Beaming and Infrared Login scripts
IR. See Infrared network 331–333
IrCOMM 29, 278, 309

386
Index

Looking up Contacts data Palm Photos 128


add to other records 50 SMS 138
scrolling in Address list 48 status bar button 17
to add to other records 50 Voice Memo 234
Lost World Clock 267
handheld, contact for 85 Microsoft Exchange 5.0 218
records 359 Microsoft Outlook
Lotus Notes, selecting as mail client 219 connecting to 361
Lotus Organizer, importing data from 33 synchronizing with 218
Microsoft Outlook Express
selecting as mail client 218
M MMC expansion card 9
Mail service, default service for e-mail Mobile phone. See Phone
account 161–162 Modem
Mailbox, adding new 152 HotSync operations via 282–287, 365
Mailto links 247 initialization string 310
Maintenance information 349 Modem sled, prerequisite for
Marking messages unread/read 211 connection 150
Maximum cache size 257 Modifying
Maximum message size home page 253
incoming e-mail 157 image download preferences 251
Memory Monday, to start week 317
amount of free 373 Month (Calendar view) 73
for beaming 367 MPA (Memos archive file) 33
limitations on History list 241 Multiple addressees 188
regaining 44, 358
Memos
adding Contacts data to records 50 N
archive files (.mpa) 33 Navigator 8, 15, 130
categorizing records 45 deleting bookmarks 250
conduit for synchronizing 273 Netscape 217
creating records 43 Network
deleting records 44, 69 connecting 325
fonts 52 entering ISP information 326
menus 104 HotSync operation 290–293
opening 103 idle timeout 329
private records 344 login scripts 331–333
reviewing memos 104 password 321
sorting records 51, 360 phone settings 322
Menus 41–42, 138, 359 preferences 319–334
Calendar 77, 267 primary DNS 330
command equivalents (Graffiti 2 secondary DNS 330
writing) 42 selecting connection 322
command toolbar 42 selecting service 320
Edit menu 44 user name 321
Expense 102 Network connection 149
Memos 104, 108 connection methods 149
menu bar 14, 41
Note Pad 108

387
Index

modem sled, prerequisite for 150 Outlook, connecting to 361


PalmModem accessory, prerequisite Overlapping events 75
for 150 Owner preferences 334–335
Network preferences
in Web Browser Pro 258
main handheld preferences 319–334 P
Non-GSM phones, connecting 313–314 Pages. See Web pages
Note Pad Palm Photos
alarm 107 albums 126
menus 108 beaming photos 126
opening 105 copying photos 125
reviewing notes 106 deleting photos 127
Notes, attaching to records 51–52 desktop software 127
Notifications. See Auto get mail List view 120
Numbers menus 128
decimal point and thousands opening 119
separator 317 organizing photos 124–125
onscreen keyboard 21 photo details 123
rotating photos 123
slide show 122
O thumbnail view 119
Old messages, deleting 208 Palm Quick Install 55–58
Old web page content, viewing if PalmModem accessory, prerequisite for
available 257 connection 150
Onscreen keyboard 21 Paperclip icon 174
pen stroke to open 307 Passkeys 112
Opening entering to create a trusted pair with a
applications 37 phone 112, 367
bookmarked web pages 248 Password 154
Calendar 63 editing in account 160
Contacts 83 Passwords 338–342
Dialer 93 changing 339
Expense 97 creating 338
handheld 7 deleting 339
HotSync Manager 269 entering in Web Pro 245
Memos 103 for network 321
Note Pad 105 forgotten 342, 370
Palm Photos 119 Payment, Expense item 99
Phone Link 110 Pen stroke, full-screen 307
saved pages 243 Peripheral hardware 11
SMS 129 Personal preferences 298
Tasks 139 Buttons 306–307
Voice Memo 229 Color Theme 308
Web Browser Pro 237 Owner 334
World Clock 261, 262 Shortcuts 344
Organizer (Lotus PIM) 33 Phone
Outbox 185 connection problems 368
storing e-mail 190 creating a trusted pair 313
synchronizing 222 downloading messages from 131
Outgoing server, settings 154 entering ISP information 326

388
Index

entering passkey 112, 367 Security 338


Lookup 50 ShortCuts 344
numbers, selecting for Address list 88 SMS 135–137
numbers, selecting types 86 Sounds & Alerts 346–348
preferences 335 Trash 211
settings for ISP or dial-in server 322–325 Primary DNS 330
Phone Link Prioritizing Tasks records 140, 146
Bluetooth connection 109–117 Private records
creating connections with 113–115 displaying and creating 342–344
entering passkey 367 lost with forgotten password 342
overview 109–110 problems displaying 359
Phone preferences Problems
Dialer 93 beaming and sending 367
main handheld preferences 335 connecting to a phone 367
SMS 129 entering data 359
Photos installing software 356
See Palm Photos operating handheld 357
Pick lists 15 performing HotSync operations 361–365
Plug-in applications 333 recharging handheld 370
POP accounts, APOP synchronization in 220 tapping and writing 359
POP3 accounts 156 using applications 359–360
adding an account 153 using Bluetooth 365, 368
Ports using passwords 370
IR on handheld 29, 278 using VersaMail 369
serial 1, 2, 279, 281, 309 Profile
USB 1, 2, 3, 279, 281, 309 HotSync user profile 293
Power preferences 336–338 VersaMail 221
PPP 329 Purging records 44
PRC (application file extension) 333 Push e-mail 172
Preferences
Advanced 211
Bluetooth 298–306 Q
Buttons 306–307 Quick Install 55–58
Color Theme 308
Communication 297
Connection 308–314, 319
R
Range of times in Day view 77
cradle setting 337
Read messages, marking 211
Date & Time 314–315
Reading e-mail 164–175
deleting e-mail 213
Receipts, recording in Expense 98
Digitizer 316
Receiving data. See Beaming information
Formats 316
Receiving messages in SMS 131
General 297
Recharging the battery 337
getting mail 213
Records
Graffiti 2 317
beaming 29–31
Network 319–334
choosing categories 45
Owner 334
creating 43
Personal 298
deleting 44, 69
Phone 335
displaying a category of 46
Power 336–338

389
Index

editing 43
Expense 97
S
Saved pages
fonts 52 deleting 244
hiding private 338, 342 opening 243
lost 359 renaming 244
masking private 338 timestamp 243
Memos 103 Saving
notes for 51–52 data 44
number of 373 e-mail messages 209
private 342–344 Schedule an event 66
purging 44 Scheduled retrieval of e-mail. See Auto get
sending 32 mail
sorting 50–51 Scheduling events 69–71
Tasks 139 Screen 8
unmasking individual 344 blank 357
Refreshing a web page 245 calibrating 13, 316
Reminder lists 53 caring for 349
Reminders screen rotating 17
send retry 192 Scroll bar 14
types of reminders 171 SD expansion card 9
using 172 SDIO expansion card 9
viewing 171 Searching. See Finding
Removing Secondary DNS 330
applications 60 Security preferences 338–342
bookmarks 250 changing password 339
Desktop software 61 deleting password 339
saved pages 244 forgotten password 342
Renaming private records 342–344
bookmarks 249 setting a password hint 338
categories 47 unmasking individual records 344
saved pages 244 Selecting
Replying to e-mail 195 date for event 67
Rescheduling events 71 phone numbers in Contacts 86
Resetting handheld text 44
hard reset 351, 357 Send
location of reset button 10, 351 e-mail 190
soft reset 350 Send retry 191
Restoring data modifying messages during 193
Mac 352 notifications 192
Windows 352 VPN connections 152
Returning Sending
to a page in the History list 251 data from applications 135
to a web page 241 data using Bluetooth communication 32
to a web page in the History list 250 messages in SMS 131
to your home page 241 problems with 367
requirements for e-mail or SMS
communication 32

390
Index

Serial Stylus
cradle/cable 271, 279, 281, 309 dragging with 13
port 1, 2, 270, 279, 281, 282, 283, 309 pen stroke to activate a feature 307
troubleshooting 361, 362, 363, 366, 370 tapping with 13
Server Sunday, to start week 317
deleting messages on 210, 213 Symbols
Service for currency 99
changing in Web Browser Pro 258 in Graffiti 2 writing 27
selecting for network 320 Synchronize-only
templates 320, 333 connection 149
Settings. See Preferences creating account 159
ShortCuts Synchronizing
backing up 273 an existing username 148
managing 344–346 Synchronizing e-mail 226–227
menu commands 42 account information screens 224
predefined 29 active accounts 226
Signature 134, 158 e-mail applications for 218
attaching personal 193–194, 214 HotSync operation 216
SMAPI (Simple MAPI) 217 logging errors 216
Smart Addressing setting how many days 222
turning on 190 shortcuts 225
using 189 SSL and 228
SMS synchronizing multiple accounts 227
connecting to your mobile phone 129 turn off synchronization 226
creating messages 130 System
draft messages 133 conduit 273
Inbox 132 sounds 346
menus 138
overview 129
preferences 135–137 T
sending and receiving messages 131 Tab delimited files, importing data from 33
sending data from another tap 71
application 135 Tapping 13
signature 134 Tasks
viewing messages 132–133 adding Contacts data to records 50
Soft reset 351 archive files (.tda) 33
Sorting categorizing records 45, 146
applications 39 checking off items 140
records 50–51, 360 completed items 146
Sound completion date 146
alarm on handheld 171 conduit for synchronizing 273
Sounds & Alerts preferences 346–348 creating records 43
Sounds. See Alarm and System sounds deleting records 44, 69
Speed, of image downloading 253 display options 145
Starting applications 38 displaying in Calendar 64
Status bar due date 141, 146
button descriptions 17 filtering options 144
location 14 fonts 52
Stopping a download 242 notes for records 51–52

391
Index

opening 139
prioritizing records 140, 146
U
Uninstalling Desktop software 61
private records 344 Universal connector 11, 309
purging records 146 Unread mail 156
sort order setting 146 Unread messages, marking 211
sorting records 51 Unresponsive handheld 358
viewing reminders 171 Untimed events 68, 70
TCP/IP 319, 334 Upgrading
TDA (Tasks archive file) 33 a MultiMail database 148
Technical Support 355, 373 URL
Text beaming 247
entry. See Entering data changing home page 253
files, importing data from 33, 34 e-mailing 247
fonts for 52 entering in Palm Web Browser Pro 239
size setting in Web Pro 251 Entry field 238, 240
Thousands separator 317 truncated 245
Time URLs
alarm setting 69 in e-mail messages 197
Daylight Saving settings and USB
options 264–266 cradle/cable 270, 272, 279, 281, 309
format 317 port 1, 2, 3, 279, 281, 309
setting current 263, 315 troubleshooting 361, 362, 363, 370
setting event 66 User cache, enabling/disabling 305
start and end for Calendar Day view 77 User name
Time Zone 265 for ISP 321
Tips, online 15 identifying handheld 334
Title bar 238 User profiles, HotSync 294–296
To field 188 Username 154
Today. See Current date editing in account 160
Transmitting data. See Beaming, information synchronizing existing 148
and Sending, data using Bluetooth
communication
Trash V
automatically emptying 211 vCal 33, 34
creating other folders 185 vCard 33, 34
emptying deleted e-mail 210–211 Vendor for Expense item 99
setting frequency in preferences 211 VersaMail
Troubleshooting 366 application 147
Trusted devices, adding trusted icons 174, 193
devices 303–304 launching from Palm Web Browser
Trusted pairs, creating 313 Pro 247
Turning off handheld problems with 369
automatically 336 setting preferences for 213
pen stroke for 307 Vibrate alarm 171, 347
problems with 358 Video files 55, 58
Turning on handheld Visiting
displaying owner’s name 335 bookmarked web pages 248
power button 9 web pages 239
problems with 357

392
Index

Voice Memo
alarms 234
creating voice memos 230–232
listening to voice memos 232–233
menus 234
opening 229
overview 229
reviewing voice memos 232
VPN, access e-mail 151

W
Web address
See URLs
Web page
displaying old content 257
list of visited 250
refreshing 245
returning to 241
viewing information about 245
Week (Calendar view) 72–73, 317, 360
Wireless
LAN access point locations 326
World Clock
adding locations 264–266
alarm 267
alarm preferences 267
Daylight Saving settings and
options 264–266
display options 267
menus 267
opening 261
Time Zone 265
Writing area
Graffiti 2 input areas 23
on handheld 8
Writing. See Entering data

393
Index

394

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