Page vi Handbook for the Palm V Organizer
Appendix B: Frequently Asked Questions Software installation problems...195 Operating problems...196 Tapping and writing problems..197 Application problems...198 HotSync problems....199 Beaming problems....204 Recharging problems..204 Password problems...205 Technical support...206 Appendix C: Creating a Custom Expense Report About mapping tables...207 Customizing existing sample templates..208 Determining the layout of the Expense Report..209 Labels....209 Sections...210 Analyzing your custom Expense Report..211 Programming the mapping table..212 Using applications other than Microsoft Excel..216 Expense file details...216 Appendix D: Non-ASCII Characters for Login Scripts Use of ^char....217 Carriage return and line feed...217 Literal characters...218 Warranty and Other Product Information Limited warranty...219 3Com end user software license agreement..222 FCC Statement...225 Canadian RFI Statement..225 CTICK Certification...226 Index.... 227

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About This Book

Welcome to the Palm V connected organizer. This handbook is designed to help you get up and running quickly on your organizer. It describes all you need to know about how to use your Palm V organizer and the applications that come with it. It walks you through:

s s s s

Locating all the parts of your organizer Viewing and entering data Using your organizer with your computer Personalizing your organizer with your own preference settings
After you become familiar with the basic functionality of your organizer, you can use the rest of this handbook as a reference for less common tasks, for maintaining your organizer, and also as a source of information if you have problems operating it.

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Chapter 1

Introduction to Your Palm V Organizer
This chapter explains the physical buttons and controls on your Palm V connected organizer, how to use your organizer for the first time, and how to use HotSync technology to synchronize your organizer and Palm Desktop organizer software.
Getting to know your Palm V organizer

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To upgrade:

1. Read the Getting Started guide for an overview of the complete installation process. 2. Synchronize your old organizer with your old Palm Desktop software. This ensures that the latest information from your organizer is on your desktop computer. 3. (Optional) To ensure against any data loss, go to the folder that stores Palm Desktop software, copy your username folder, and store the copy outside the Palm Desktop software folder. 4. Follow the installation instructions in Installing Palm Desktop software later in this chapter. Be sure to install the new software in the same folder as the old software. 5. To prepare for the first HotSync operation that synchronizes your new organizer with your new Palm Desktop software, go to the HotSync Manager and choose Custom. Note: Be sure your username appears in the box at the top of the Custom dialog box. If not, select your username.
6. For all conduits, click Change and select the option Desktop overwrites handheld. Then click Done. See Customizing HotSync application settings in Chapter 6 for more information. 7. Place your new organizer in the cradle and press the HotSync button. If the Select User dialog box appears, select your username. Note: If you customized the modem setup on your old organizer, you must re-enter the modem init string.
Each organizer must have a unique name
After you complete the upgrade process described above, you have two organizers with the same name. This is an undesirable situation. Each organizer must have a unique name in order to prevent unexpected results during HotSync operations and other complications. We strongly recommend that you perform a hard reset on your old organizer. See Performing a hard reset in Appendix A for details. A hard reset not only erases all data from the old organizer; it also erases the name and makes that organizer a clean slate, ready to receive a new name. The next time you perform a HotSync operation with this old organizer, you are asked to give it a name. Be sure to give it a unique name.

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Palm V components
Locating front panel controls
Contrast control button Power button

Screen

Graffiti writing area

Scroll button

Application buttons

Contrast control button

Turns on the onscreen contrast control so you can adjust the screen for the clearest screen display as required by the lighting conditions or temperature of the environment where you use your organizer. See Using the onscreen contrast control later in this chapter for more information. Turns your organizer on or off and controls the backlight feature. If your organizer is turned off, pressing the power button turns the organizer on and returns you to the last screen you viewed. Press the power button to turn the organizer off. If you have difficulty seeing the information onscreen, use the backlight to illuminate your screen. Press the power button and hold it down for about two seconds to turn the backlight on or off. You can assign the full-screen pen stroke to activate the backlight. See Pen preferences in Chapter 7 for more information.

With Palm Desktop software, you can do the following:
Work with your organizer applications on your computer. Palm Desktop software duplicates the Date Book, Address Book, To Do List, and Memo Pad applications on your organizer, so you can view, enter, and modify any data stored on your organizer. Back up the data stored on your organizer with HotSync technology and synchronize the data on your Palm Desktop software. Synchronization is a one-step procedure that ensures your data is always safe and up-to-date. See Exchanging and updating data: HotSync operations in Chapter 4 for more information. Import and export data, so you can easily transfer data from other desktop applications into any of your main applications. See Importing data in Chapter 2 for more information. Print your Date Book, Address Book, To Do List, and Memo Pad information on any printer.

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Installing Palm Desktop software
The following instructions guide you through installing Palm Desktop software. After installation, refer to the online Help in Palm Desktop software for information about how to use the software. To ensure a safe and uninterrupted installation of Palm Desktop software, please do the following before installing:
Turn off your computer and connect the cradle to it. If you are installing from diskettes (rather than the CD-ROM included in the box), make sure the original Palm Desktop software diskettes are write-protected, and then make backup copies of them. When you finish, use the copies to install the software, and store the original diskettes in a safe place. Refer to your computers manual or operating system documentation if you need information about locking or copying diskettes. Do not simply copy the Palm Desktop software files to your computers hard disk. You must use the installer to place the files in their proper locations and to decompress the files.
To install Palm Desktop software:
1. Exit any open programs, including those that run automatically at startup such as Microsoft Office, and disable any virus-scanning software. 2. Insert the Palm Desktop software CD-ROM into the computers CD-ROM drive (or insert the diskette labeled Setup into the diskette drive). 3. When the Palm Desktop Installer Menu appears, click the Install button to begin the installation procedure. 4. Follow the onscreen instructions to complete the installation. During installation you will be asked to insert your organizer into the cradle.

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Using your organizer with another PIM

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Chapter 3
Managing Your Applications
This chapter explains how to switch between applications on your Palm V organizer, 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.
Using the Applications Launcher
To open the Applications Launcher, tap the Applications icon.

Selecting applications

Your organizer is equipped with a variety of applications. All the applications installed on your organizer appear in the Applications Launcher. See Opening applications in Chapter 1 for details.
Switching between applications
When working in any application, tap the Applications icon or press an application button on the front panel of your organizer to switch to another application. Your organizer automatically saves your work in the current application and displays it when you return to that application.
Categorizing applications
The category feature enables you to manage the number of application icons that appear onscreen in the Applications Launcher. You can assign an application to a category and then display a single category or all your applications.

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To categorize an application:
1. Tap the Applications icon 2. Tap the Menu icon.
3. Tap App, and then tap Category. 4. Tap the pick list next to each application to select a category.
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.

5. Tap Done.

To display applications by category:
1. Tap the Applications icon 2. Do one of the following:
Tap the Applications 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.
Changing the Applications Launcher display
By default, the Applications Launcher displays each application as an icon. As an alternative, you can choose to show a list of applications. You can also choose to view the same category of applications each time you open the Applications Launcher.

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To change the Applications Launcher display:

8. Perform a HotSync operation to install the application(s) you selected in step 6. See Exchanging and updating data: HotSync operations in Chapter 4 for details.

Installing games

The CD-ROM also includes several games that you can install with the Install Tool:
Giraffe HardBall MineHunt Puzzle SubHunt
Note: Giraffe is a fun, easy way for you to practice Graffiti writing. After you install and start a game, the instructions appear in the Game menu. Depending on the game, the Game menu may also contain commands to show high scores, to start a new game, or to set preferences for the game.
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Removing applications

In the event that you run out of memory or decide that you no longer need an application you installed, you can remove applications from your organizer. 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 organizer.
To remove an add-on application:
3. Tap App, and then tap Delete. 4. Tap the application that you want to remove.
5. Tap Delete. 6. Tap Yes. 7. Tap Done.
Removing Palm Desktop software
If you no longer want to use Palm Desktop software, you can remove it from your computer.
To remove Palm Desktop software:
1. From the Windows Start menu, choose Settings, and then Control Panel. 2. Double-click the Add/Remove Programs icon. 3. On the Install/Uninstall tab, select Palm Desktop software. 4. Click Add/Remove. Note: You need to install the HotSync Manager from the installation CD if you want to synchronize data with another PIM.

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Security
Your organizer comes with a Security application so that unauthorized users cannot view the entries you wish to protect.
In Security, you can do the following:
Turn off and lock your organizer so that it does not operate until you enter the correct password. Hide records that you mark as private. You can hide private records with or without a password. Without a password, private records are hidden until you set the Security application to show them. With a password, you must enter the password to view the private entries. See Making records private in Chapter 4 for information on making records private.

Assigning a password

You can assign a password to protect your private records and to lock your organizer.

To assign a password:

1. Tap the Applications icon 2. Tap the Security icon. 3. Tap the Password box. 4. Enter a password.
5. Tap OK. 6. Enter the same password a second time, and tap OK.

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Changing or deleting a password
Once you define a password for your organizer, you can change or delete it at any time. You must enter the current password before you can change or delete it.

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Sorting lists of records
You can sort lists of records in various ways, depending on the application. Sorting is available in applications that have List screens: Address Book, To Do List, Memo Pad, and Expense. Note: You can also assign records to categories. See Categorizing records earlier in this chapter.
To sort records in To Do List and Expense:
1. Open the application 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 Address Book and Memo Pad:
1. Open the application to display the List screen. 2. Tap the Menu icon. 3. Tap Options, and then tap Preferences.

Address Book:

Memo Pad:
4. Do one of the following:
Address Book: Tap the setting you want. Memo Pad: Tap the Sort by pick list and select Alphabetic or

Manual. 5. Tap OK.

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To sort the Memo List manually, tap and drag a memo to a new location in the list. Note: To make the list of your memos appear in Palm Desktop software as you manually sorted it on your organizer, open Memo Pad in Palm Desktop software and click List by. Then select Order on handheld.

Making records private

In all basic applications except Expense, you can make individual records private. Private records remain visible and accessible, however, until you select the Security setting to hide all private records. See Security in Chapter 3 for more information.

Hiding private records

You can hide records that you mark as private. If you define a password for your organizer, you must enter it to display private records.

To hide private records:

1. Tap the Applications icon 2. Tap Security. 3. Tap Hide.

Tap Hide

4. Tap Hide to confirm that you want to hide private records.

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To display private records:
1. Tap the Applications icon 2. Tap Security. 3. Tap Show.
If you do not have a password, hidden records become visible. If you have a password, the Show Private Records dialog box appears. Go to step 4.

3. Click the expense category that you want.
Click to select Categories
You can press Ctrl+click to select multiple categories. To print the expenses associated with all of your Expense categories, select All in the Categories group.
4. If you want to define an end date for the expense report, enter the date in the End Date box. Note: If you do not specify an end date, all expense entries for the selected categories appear up to the date of the last HotSync operation.
5. Do one of the following: Click Print to display the expense report in the Print Preview window, and then click Print in the Microsoft Excel window to print your expense report. Click Create to display a Microsoft Excel spreadsheet containing your expense data. Your data appears in Microsoft Excel spreadsheet form. You can enter information, make formatting changes, and save and print the file in the normal manner.

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Using expense report templates
Palm Desktop software includes several expense report templates. When you use one of these templates, you can edit your expense data in Microsoft Excel. The templates have the extension.xlt and are stored in the template folder in the Palm Desktop software directory on your computer. To see what a template looks like before you use it, open the template in Microsoft Excel. For example, the template Sample2.xlt looks like this:
If you want to streamline or customize your expense reports, you can change these templates. For example, you can add your company name to a template. See Appendix C for information on changing templates.

Chapter 4 Page 107

To view your expense data using a Microsoft Excel template:
1. Display your expense data in a Microsoft Excel spreadsheet as described in the previous procedure. 2. Click Options.
Enter name and other information

Choose expense template

3. Enter name, department, and other information as necessary for your expense report. 4. Click the Templates menu; then select an expense template. Note: If you want to create your own custom expense template and have it appear in the Templates menu, see Appendix C for more information.

To display full header information:
1. Open an e-mail item. 2. Tap the Complete Header icon. Tip: To redisplay the abbreviated header, tap the Abbreviated Header icon.

Creating e-mail items

You create e-mail items with your organizer the same way you create e-mail with your desktop E-mail application: you identify the recipient(s) of the e-mail item, define a subject, and create the body of the e-mail item. You create original e-mail items and replies in the New Message screen. All e-mail items must, at the very least, contain information in the To: and Subj: fields.

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To create an e-mail item:

1. Tap New.

You can also create an e-mail item by tapping New from the Message menu.
2. Enter the e-mail address of the recipient.
Enter the address as if you were entering it from your desktop E-Mail application. For example, network users sending an e-mail item to a user on the same network do not need to add Internet information, such as @mycorp.com.
3. To send a copy of this e-mail item to additional recipients, tap the CC: field, and then enter the e-mail addresses of the additional recipients, separating the addresses with a comma followed by a space. 4. Tap the Subj: field and enter a subject for your e-mail item. 5. Tap the Body: field and enter the text of your e-mail item.

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If the address, CC, subject, or body exceeds the capacity of the screen display, tap the name of the field (for example, tap To:) to expand that field. Tap the Done button to return to the New Message screen.
Tap the name of the field to open
Tap to return to New Message screen
To reply to an e-mail item:
1. Tap an e-mail item in the Message List to display it onscreen. 2. Tap Reply. 3. Select whom you want to receive the reply: Sender only, All recipients, or someone who didnt see the original e-mail item (Forward).
4. Select whether you want to include original text or comment original text. 5. Tap OK. 6. Enter the text of your reply. Tip: You have several options including setting the priority. See Adding details to e-mail items later in this chapter.
7. Tap Send to place your reply in the Outbox.

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Looking up an address
To identify the recipient of an e-mail item, you need to enter that persons e-mail address. You can do this either by entering the data directly into the field or by using the Look Up command to access the information in your Address Book.
To look up an e-mail address:
1. Tap either the To: or CC: field name to expand it. 2. Enter the first few letters of the last name of the person whose address you want to find. 3. Tap Lookup. 4. If the letters you enter identify a unique listing from your Address Book, your organizer completes the address for you. If not, the Lookup dialog box appears and lists all records that contain information in an E-mail field. Tip: You can also open the Look Up dialog box in the New Message screen by tapping Lookup from the Options menu or by using the Graffiti Command stroke /L.

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For best results, Palm V organizers should be between 10 centimeters (approximately 4 inches) and 1 meter (approximately 39 inches) apart, and the path between the two organizers must be clear of obstacles. Beaming distance to other Palm Computing platform handhelds may be different.
5. Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your organizer.

To beam an application:

1. Open the Applications Launcher. 2. Tap the Menu icon. 3. Tap App, and then tap Beam. 4. Tap the application you want to transfer. Note: Some applications are copy-protected and cannot be beamed. These are listed with a lock icon next to them.
5. Tap Beam. 6. When the Beam Status dialog box appears, point the IR port directly at the IR port of the receiving organizer. 7. Wait for the Beam Status dialog box to indicate that the transfer is complete before you continue working on your organizer.
To receive beamed information:
1. Turn on your organizer. 2. Point the IR port directly at the IR port of the transmitting organizer to open the Beam Status dialog box. 3. Tap Yes. 4. Wait for the Beam Status dialog box to indicate that the transfer is complete, and then tap OK to display the new entry. Incoming records are placed in the Unfiled category.

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Tips on beaming information
You can press the Address Book application button two seconds to beam your business card.

for about

You can set the full-screen pen stroke to beam the current entry. See Pen preferences in Chapter 7 for more information. You can use the Graffiti Command stroke /B to beam the current entry.

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Chapter 6

Advanced HotSync Operations
HotSync technology enables you to synchronize data between one or more Palm Computing platform handhelds and Palm Desktop software or another PIM such as Microsoft Outlook. To synchronize data, you must connect your Palm V organizer and Palm Desktop software either directly by placing your organizer in the cradle attached to your computer or using infrared communications, or indirectly with a Palm V Modem or via a network using the network HotSync technology. This chapter describes how to select HotSync options and perform a HotSync operation via infrared communications, a modem, or a network. See Exchanging and updating data: HotSync operations in Chapter 4 for information about performing your first and subsequent local HotSync operations.

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. Tap Options, and then tap View Log. 2. Tap the up and down arrows of the scroll bar to see the entire Network Log. 3. 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 into your network. When you try to use an application or look up information, however, the connection fails. If this occurs, try adding a DNS number. Ask your ISP or your System Administrator for the correct Primary and Secondary DNS IP numbers.

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Owner preferences
The Owner Preferences screen enables you to record a name, company name, phone number, or any other information that you want to associate with your organizer. If you use the Security application to turn off and lock your organizer with a password, information that you put in the Owner Preferences displays the next time you turn on your organizer. See Chapter 1 for more information.
To enter the Owner preferences:
Enter the text that you want to associate with your organizer in the Owner Preferences screen. 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 with the Security application, the information in the Owner Preferences screen cannot be changed. In this case, an Unlock button appears at the bottom of the screen.
To unlock the Owner Preferences screen:
1. Tap Unlock. 2. Enter the password that you defined in the Security application. 3. Tap OK.

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I tried to do a modem HotSync operation, but it did not complete successfully. (continued)
Check the following on your organizer:
Confirm that the telephone cable is securely attached to your modem. Make sure the dialing instruction dials the correct phone number. If you need to dial an outside line prefix, make sure you selected the Dial Prefix option on your organizer and entered the correct code. If the telephone line you are using has Call Waiting, make sure you selected the Disable call waiting option under Modem Sync Phone Setup on your organizer and entered the correct code. Make sure the telephone line you are using is not noisy, which can interrupt communications. Check the batteries in your modem and replace them if necessary. Be sure the HotSync Manager is running and the Serial Port for local operations is set to the simulated port for infrared communication. On your organizer, be sure the HotSync application is set to Local, with the option IR to a PC/Handheld. Be sure the IR port of your organizer 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 organizer. Recharge the internal battery.
I cant perform an IR HotSync operation.
My organizer appears to freeze when I place it near my computer.
Move your organizer away from the computers infrared port.

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My organizer displays the message Waiting for sender when its near my computers infrared port.
Your computers infrared port may be set to search automatically for the presence of other infrared devices. Do the following to turn off this option: 1. In the Windows taskbar, click Start. 2. Choose Settings, and then choose Control Panel. 3. Double-click Infrared. 4. Click the Options tab. 5. Deselect the option Search for and provide status for devices in range. 6. Click Apply and OK.
If you are using Windows 98, move your organizer away from the computers infrared port.

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Beaming problems
Problem I cannot beam data to another Palm Computing platform handheld. Solution
Confirm that your organizer and the other Palm V organizer are between ten centimeters (approximately 4") and one meter (approximately 39") apart, and that the path between the two handhelds is clear of obstacles. Beaming distance to other Palm Computing platform handhelds may be different. Move your organizer closer to the receiving handheld. Your organizer requires at least twice the amount of memory available as the data you are receiving. For example, if you are receiving a 30K application, you must have at least 60K free. Perform a soft reset. See Performing a soft reset in Appendix A for more information.
When someone beams data to my organizer, I get a message telling me it is out of memory.

Recharging problems

Problem When I place my Palm V organizer in the cradle, the cradle light does not go on. Solution
Confirm that your organizer is well seated in the cradle. Confirm that your recharger cable is properly connected to the back of the cradles serial (COM) port connector that plugs into your computer. Confirm that your recharger is plugged into an AC outlet that has power.

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Password problems
Problem I forgot the password, and my organizer is not locked. Solution You can use Security to delete the password, but your organizer 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: 1. Use the Palm Desktop software and the cradle or infrared communication to synchronize your data. 2. Tap Forgotten Password in Security to remove the password and delete all private records. 3. Perform a HotSync operation to synchronize your data and restore the private records by transferring them from your computer to your organizer. I forgot the password and my organizer is locked.
If you assign a password and lock your organizer, you must perform a hard reset to continue using your organizer. See Performing a hard reset in Appendix A for more information.

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Technical support
If, after reviewing the sources listed at the beginning of this appendix, you cannot solve your problem, contact your regional technical support office by e-mail, phone, or fax. Before requesting support, please experiment a bit to reproduce and isolate the problem. When you do contact support, please be ready to provide the following information:
The name and version of the 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 organizer software you are using and available memory
To find version and memory information:
1. Tap the Applications icon 2. Tap the Menu icon. 3. Tap App, and then tap Info.
Note: Thousands of third-party add-on applications have been written for the Palm Computing platform. Unfortunately, we are not able to support such a large number of third-party applications. If you are having a problem with a third-party application, please contact the developer or publisher of that software. 4. Tap Version to see version numbers, and tap Size to see the amount of free memory in kilobytes.

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4. From the File menu, choose Save As. 5. Click the Save as type drop-down list and choose Template (*.xlt). 6. Navigate to the Template folder (in the Palm Desktop software directory). Note: If you do not need to change the Maptable.xls file, save the template file with its original file name (e.g., Sample2.xlt).
If you do need to change the Maptable.xls file, give your modified template a unique name. Be sure to use the.xlt file suffix, which defines the file as a Microsoft Excel template. 7. Click Save to save your modified template and make it available for future use. Note: If you need to modify the Maptable.xls file, you must do this before you can use the modified template with your Expense data. To modify the Maptable.xls file for your new template, see Programming the mapping table later in this appendix. Read all of the sections of this appendix before making changes to the Maptable.xls file.
Determining the layout of the Expense Report
This section describes the layout considerations for the Expense Report and explains the terms used for creating the report.

Labels

There are two kinds of labels that you need to define for your report: day/date and expense type. Each kind of label can be either Fixed or Variable. A Fixed label means that the label always appears as a header at the beginning of a row or column. If a label is not Fixed, it is variable. For example, a list table of expenses could have variable labels in the rows for day/date, and variable labels in the columns for expense type. In this case, neither day/date or expense type information would be fixed (as a header). Instead, the date and expense type information would be filled into the cells of the spreadsheet as appropriate. Examples of both Fixed and Variable labels appear in the sample expense templates.

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Sections
A Section is an area of the report that has common formatting. It is common for an Expense report to have more than one Section. For example, the following sample Expense Report named Sample3.xlt contains several Sections.

Section 1 (not prepaid)

Section 2 (prepaid)

Section 3

Because your Expense data maps to row and column areas of your final report, different Sections require different definitions for the data mapping. To create additional Sections with different mapping, you create corresponding additional lines to the mapping table file named Maptable.xls. This procedure is explained later in this appendix. If a section contains cells for prepaid (company paid) expenses, you need to create an additional line in the mapping table for prepaid. This will count as an additional section in the mapping table. The only data that differs in the prepaid section (from the non-prepaid section) is the row/column numbers for the expense type.