the visibooks guide to palm devices

TABLE OF CONTENTS i

Table of Contents Getting Started ............................................... 1

Open the Home screen ..........................................................................2

Create a Memo........................................................................................6

Write with Graffiti .................................................................................11

Edit memos...........................................................................................17

Delete memos.......................................................................................21

Palm Basics................................................... 29

Set the date and time ...........................................................................32

Categorize memos ...............................................................................36

Getting Organized ......................................... 45

Organize contacts ................................................................................46

Manage your schedule ........................................................................55

Track your to-do list.............................................................................80

Find records .........................................................................................91

Share Data With A PC ................................... 95

HotSync with a PC ...............................................................................96

Install a new program ..........................................................................99

TABLE OF CONTENTS ii

Advanced Palm Skills..................................105

Beam data to other Palm devices..................................................... 106

Secure a Palm device ........................................................................ 111

Manage Your Palm Device ..........................125

Manage memory ................................................................................ 126

Delete records.................................................................................... 129

GETTING STARTED 1

Getting Started

In this section, you’ll learn how to:

• Open the Home screen

• Create a Memo

• Write with Graffiti

• Edit Memos

• Delete memos

GETTING STARTED 2

Open the Home screen

1. Make sure your Palm device is charged and turned on.

2. Locate the icon.

GETTING STARTED 3

3. Tap the icon lightly with the stylus or your finger.

Tip: There’s no need to tap hard or “stab” at the screen – simply touching the screen lightly works great. You'll see icons representing the different applications that are installed on your device.

GETTING STARTED 4

4. Tap the icon again.

This will display a different group of programs.

GETTING STARTED 5

Tip: Note the group name appears in the upper right corner of the screen.

5. Tap the icon repeatedly until you see All in the upper right corner.

GETTING STARTED 6

Create a Memo

1. From the Home (All) screen, tap the icon.

GETTING STARTED 7

Since no memos have been created yet, the Memo list is blank:

Tip: On many Palm devices, you can also open Memos by just pressing the application button for Memos.

GETTING STARTED 8

2. Tap the button.

3. Tap the icon to open the on-screen keyboard.

Tip: Palm devices with a built-in keyboard may not have a keyboard icon. If you have a built-in keyboard, just use the built-in keyboard to follow these steps.

GETTING STARTED 9

4. Using the keyboard, enter these words by tapping each letter with your stylus:

I’m entering this text with my on screen keyboard.

5. When you’re done, tap the button.

GETTING STARTED 10

You'll see your text has been entered into the memo.

6. Tap the button again to save the new memo. It should look like this in the Memo list:

GETTING STARTED 11

Write with Graffiti

Tip: Palm handhelds typically include a diagram of how letters, numbers, and certain characters are written using Graffiti 2. If you can't find yours and want to print one out, try visiting this web address: www.palm.com/us/products/input/graffiti2_alphabet.pdf

Graffiti 2 You can also enter text into a Palm handheld using a system called Graffiti 2. Using Graffiti 2 is similar to writing by hand, but each letter or character needs to be entered in a certain way so the handheld can understand it. Graffiti is entered on the writing surface of your Palm (the area below the white areas). Letters, punctuation, and most other strokes are written on the left side. Numbers are written on the right side.

GETTING STARTED 12

1. Tap the icon.

2. Tap the icon.

GETTING STARTED 13

You should see a blank screen.

GETTING STARTED 14

3. On the writing surface, write the letter: I

Tip: Draw your letters large and write at a natural pace. Don’t press down or tap too hard while you’re writing – it won’t help the Palm understand your writing, and you could damage the writing surface.

4. Draw a horizontal stroke backwards to delete the letter.

GETTING STARTED 15

5. Using Graffiti 2, enter this text:

Here's some text I entered using graffiti.

Tip: Palm OS has a built-in Graffiti 2 help screen. To access it, drag your stylus from the writing surface up to the top edge of the screen.

When you are done reviewing the help screen, tap the button.

GETTING STARTED 16

6. Tap the button to finish the memo and return to the Memo list.

Tip: You won’t be an expert with Graffiti 2 at first, and you might need to consult the chart and use the on-screen keyboard a lot. Don’t worry though – after practice and experience, you may be able to write Graffiti 2 as naturally as you can write on paper.

GETTING STARTED 17

Edit memos

1. Tap the icon.

2. When the Home screen appears, tap the icon.

GETTING STARTED 18

3. In the Memos list, tap the memo labeled I’m entering this text with my…

4. Tap the screen at the beginning of the first line of the memo.

GETTING STARTED 19

The cursor should appear blinking to the left of the memo’s first word.

5. Using Graffiti or the on-screen keyboard, write:

Keyboard memo

GETTING STARTED 20

The screen should look like this:

6. Tap the button to finish the memo and return to the Memo list.

GETTING STARTED 21

Delete memos

1. From the Memo list, tap the button.

GETTING STARTED 22

2. Write:

We’ll delete this memo.

3. Tap the button.

GETTING STARTED 23

4. From the Memos list, tap the memo labeled We’ll delete this memo.

GETTING STARTED 24

5. Tap the button.

6. Tap the button.

GETTING STARTED 25

7. When the Delete Memo window appears, tap the button.

The memo should be deleted from the list.

GETTING STARTED 26

Practice: Getting Started

1. Go to the Home screen, then open the Memo list.

2. Using Graffiti, enter this text in a new memo: Large pizza with pepperoni and mushrooms When you’re done, the screen should look like this:

3. Go back to the Memo list, then open the Large pizza memo.

GETTING STARTED 27

4. Using Graffiti, change the word mushrooms to onions. The memo should now look like this:

5. Finish the memo and return to the Memo list.

6. Open the Large pizza memo again.

7. Delete the memo and return to the Memo list.

GETTING STARTED 28

PALM BASICS 29

Palm Basics


• Set the date and time

• Categorize memos

PALM BASICS 30

1. Tap the icon.

2. Tap Main.

PALM BASICS 31

3. When the menu appears, tap All.

PALM BASICS 32

Set the date and time

1. In the Home screen, make sure All applications are showing.

2. Tap the icon.

PALM BASICS 33

3. When the Preferences screen appears, tap Date & Time.

PALM BASICS 34

4. Tap the Set Date box.

5. When the Set Date window appears, tap the correct year, then the current month, then the day of the month.

PALM BASICS 35

6. Tap the button.

7. Tap the icon to exit Prefs.

PALM BASICS 36

Categorize memos

1. From the Home screen, tap the icon.

2. In the Memo list, tap the memo labeled Keyboard memo to open it.

PALM BASICS 37

3. Tap the box in the upper right corner of the memo screen.

A drop-down menu will pop up in the upper right.

4. In the menu, tap Edit Categories.

PALM BASICS 38

5. When the Edit Categories window appears, tap the button.

6. When the second Edit Categories window appears, enter:

Learning Palm

PALM BASICS 39

7. Tap the button.

This should bring you back to the Edit Categories screen.

PALM BASICS 40

8. Tap the button again to return to the memo.

9. Tap the box in the upper right corner of the memo screen again.

PALM BASICS 41

10. The menu that appears should include the new category you created, Learning Palm.

11. Tap Learning Palm.

This will add the memo you're viewing to the Learning Palm category.

PALM BASICS 42

12. Tap the button. You should see the memo labeled Keyboard memo in the Learning Palm category.

13. Tap the pull-down menu again, then tap Unfiled.

PALM BASICS 43

The Memos list displays memos that aren’t in any category.

PALM BASICS 44

Practice: Palm Basics

1. Open Memos.

2. Tap the pull-down menu in the upper right corner of the Memo list.

3. Create a new memo category called Lunch Orders.

4. Create a new memo.

5. Enter some text into your new memo: Turkey and swiss on rye, no pickles

6. Categorize the memo under Lunch Orders.

7. Return to the Memo list.

GETTING ORGANIZED 45

Getting Organized


• Organize contacts

• Manage a schedule

• Track a to-do list

• Find records


Organize contacts

Add a new contact

1. Tap the icon.

2. Tap the icon.


3. When the Address screen appears, tap the button.

4. Fill in the following contact information:

Last name: Presley First name: Elvis Title: King of Rock and Roll E-mail: [email protected] Work: 301-555-1212


Tip: Tap each line before tapping the icon.

To input the phone number, tap Work, then the icon, then

the icon.


The number keyboard will appear.

5. Tap the button.


Edit a contact

1. In the Address screen, tap the Elvis Presley entry.

2. Tap the button.


3. Tap Other.

4. Enter a web site for this contact:

www.presley.org


5. Tap the button.

The Address screen should appear.


Delete a contact

1. In the Address screen, tap the Elvis Presley entry.

2. Tap the icon.

3. Tap Record, then Delete Address.


4. When the Delete Address window appears, tap the button.

Tip: The checkbox that asks whether you want to Save archive copy on PC can be left checked just in case you might need to restore that contact at a later date. It's a good idea to leave it checked unless you're absolutely sure that you don't need the contact you're deleting.


Manage your schedule

Open Calendar

1. Tap the icon.

2. Tap the icon.


You should see the day’s schedule.


Schedule Events

1. Tap the second calendar view icon.



2. Tap the first calendar view icon.

3. Tap the button.


4. In the Set Time window that appears, tap the Start Time box.

5. On the right side, tap 12 PM.


6. Tap the End Time box.

7. Tap 1 PM.


8. Tap the button.


9. Where the blinking cursor appears, enter the text:

Lunch with Tracy

Tip: That's all you need to do to add your event -- there's no "save" button or anything like that. After you change views or switch to another application, you'll see that your new event has been saved.


Reschedule Events

1. Tap the Lunch with Tracy event to select it.

2. Tap the button.


3. Tap the Time box.

4. When the Set Time window appears, tap the Start Time box.


5. Change the Start Time to 1:15 PM: tap 1 in the hours column and 15 in the minutes column.

6. Tap the End Time box, then change the End Time to 2:15 PM: tap 2 in the hours column and 15 in the minutes column.


7. Tap the button.

The Event Details screen should appear.


8. Tap the button.

The Daily Calendar view should appear.


Schedule a repeating event

1. Tap the button.

2. Set the time from 5: 30 pm to 7:00 pm.


3. Enter the text:

Dinner with Mom and Dad


4. Tap the Dinner with Mom and Dad event to select it.

5. Tap the button.


6. Tap the Repeat box.

7. When the Change Repeat window appears, tap the icon. Then enter 1 in the Every Week(s) field.


8. Tap the button.

The event will now have a icon next to it.


Delete Events

1. Tap Dinner with Mom and Dad to select the event.

2. Tap the button.


3. Tap the button.

4. When the Repeating Event window appears, tap the

button.

Tip: When you are deleting a repeating event, you may only want to delete one occurrence of the event rather than remove it from your weekly schedule. To only delete the occurrence for the day you are viewing, tap Current.


5. When the Delete Event window appears, tap the button.

The Daily Calendar view should appear.


Set Reminder Alarms

1. Tap Lunch with Tracy to select the event.

2. Tap the button.


3. When the Event Details window appears, check the Alarm box.

5 minutes will appear next to the checkbox, which you can change. This is the amount of time before the event when you want to be notified.

4. Use Graffiti or the on-screen keyboard to change the number to 2.


5. Tap the Minutes drop-down arrow.

6. When the menu appears, tap Hours.


7. Tap the button.

The screen will look like this:

Tip: You can change the volume of the alarm in Prefs.


Track your to-do list



2. Tap the button.

3. Enter the name of a new to-do item:

Return library books


4. Tap the button again, then enter the name of another to-do item:

Get a haircut



Set priorities for to-do items

1. Tap Return library books to select it.

2. Tap the number to the left of the Return library books item.


3. When the list of priority numbers appears, tap the number 2.

Priority 2 should now appear beside Return library books, and the item will move down in the list below priority 1 items.


Set due dates for to-do items

1. Tap Return library books to select the item.

2. Tap the button.


3. Tap the Due Date drop-down arrow.

4. When the list of date options appears, tap Tomorrow.


5. Tap the button to return to the main To Do screen.


A date now appears on the To Do screen next to Return library books.


Check off to-do items as completed

1. Tap the empty square beside Return library books.


The to-do item is checked off.


Find records

1. In the lower right corner of the writing surface, tap the icon.

2. When the Find window appears, enter:

text in the Find field.


3. Tap the button.

After a moment, you’ll see all the records on your Palm handheld that contain the word text.


4. Tap one of the memos in the search results.

The memo will open, and the word text will be highlighted.


Practice: Getting Organized

1. Open the Address Book.

2. Add a new contact with this contact information: Last name: Wawa First name: Kate Home: 212-555-9090 E-mail: [email protected]

3. Open the Date Book.

4. Go to the correct day view.

5. Change the view to a different day.

6. Tap the date of Tuesday next week. Tip: You can move to the next month by tapping its name at the top of the screen.

7. Add a new event to this day for 1:30 PM:

Lunch with Kate

SHARE DATA WITH A PC 95

Share Data With A PC


• HotSync with a PC

• Install a new program


HotSync with a PC

1. Install the Palm software on your computer.

Tip: Your Palm should have come with a CD that automatically configures your computer to work with your Palm. If you can’t find the CD, you should be able to find the software online by visiting the manufacturer's website.

2. As you are installing the software, you’ll be given several installation options, such whether you want to configure your Palm device to HotSync with Palm Desktop or Microsoft Outlook.

3. The install process will tell you when it's done and it's safe to connect your Palm device to your computer.

What is HotSyncing? HotSyncing is how personal computers and Palm devices talk to each other. When you HotSync, your PC saves all the new information on your PDA and vice-versa. If your PC has newer information than your PDA, the PC saves its information on the PDA. You should HotSync with your PC every day you use your handheld. Otherwise, you could lose important information, such as phone numbers, appointments, and memos.


4. Connect your Palm device to your computer.

Tip: Depending on your Palm device, this may be done with a cradle, a cable, or wireless arrangement. Consult your user guide or Web site for specific instructions.

5. In the Home screen, tap the icon.


6. Both your Palm device and your PC will go through the steps of HotSyncing:

Tip: If you experience problems HotSyncing, consult the user guide that came with your Palm device, or try contacting the Palm device's support department.


Install a new program

1. Open a browser on your computer and go to:

www.palmblvd.com/software.html

2. Download one of the programs, and save it to the Desktop on your computer.

Tip: It’s probably a ZIP file (*.zip), which means it’s compressed and must be unzipped.

Downloading Palm programs You can install additional programs (applications) onto your Palm: anything from games to productivity tools. Here are a few Web sites where you can download additional Palm programs: Palm Gear: www.palmgear.com Palm: www.palm.com/us/software Palm Spot: www.palmspot.com/software Tucows: www.tucows.com/downloads/Windows/PDA/PalmOS Freeware Palm: www.freewarepalm.com Palm Boulevard: www.palmblvd.com/software.html


3. On your computer’s Desktop, double-click the ZIP file.

Tip: If you are unable to open the ZIP file, download and install WinZip at www.winzip.com, then try again.


4. Extract the PRC (*.prc) program in the ZIP file to your computer’s Desktop.

5. Double-click the PRC file.


6. HotSync with your Palm device.

When HotSync is complete, the new program will be installed on the Palm device.

7. Open the new program on the Palm.

8. Close the new program.


Practice: Share Data With A PC

1. Download the TeaPot program at:

www.freewarepalm.com/clock/teapot.shtml

2. Save teapot.zip on your computer’s Desktop.

3. Extract the file teapot_en.prc to your computer’s Desktop

4. Double-click teapot_en.prc to install it.

5. HotSync with your Palm device.

6. When HotSync is complete, open the TeaPot application from the Home screen on your Palm device.

ADVANCED PALM SKILLS 105

Advanced Palm Skills


• Beam data to other Palm devices

• Secure a Palm device


Beam data to other Palm devices

Beam memos to Palm users

1. From the Home screen, open Memos.

What’s “beaming?” Beaming is a way for Palm users to send memos, contacts, applications, and other kinds of files to each other without a cable or another computer. Information is sent by infrared (IR)—the same way your TV’s remote control works.


2. In the Memo list, tap any memo to open it.

3. In the upper left corner of the screen, tap Memo.


4. Tap Record, then Beam Memo.

Tip: For beaming to work correctly, position your Palm across from the other Palm that you want to beam the memo to. Just holding Palm devices top-to-top will often work fine.


Beam applications

1. Go to the Home screen by tapping the icon.

2. In the upper left corner of the screen, tap the time.

3. Tap App, then Beam.


4. When the Beam window appears, tap the name of a program,

then tap the button.


Secure a Palm device

Set a password 1. From the Home screen, tap the icon.


2. When the Security screen appears, tap the Password box.

3. When the Password window opens, enter your preferred password.


Tip: Also enter a hint to remind you if you can't remember your password later.

Write down your password! If you forget it, you can lose important information.

4. Tap the button.


5. Enter your new password again, then tap the button.

Your password is now assigned.


Lock the device


Locking your Palm device This is a good idea when there’s a lot of private information on the Palm, or if you just don't want other people to mess with it. Locking the Palm is something you should only do if you're sure you can remember your password later. If you forget your password you won't be able to unlock the Palm unless you delete all your records -- including your contacts, memos, and calendar. You can recover the information later by HotSyncing, but HotSyncing won't recover information you entered since the most recent sync.


2. Tap the button.

3. When the System Lockout window opens, tap the button.


The Palm device will turn off. You will not be able to turn it back on without entering your password.


Make records private


2. Under Current Privacy, tap the Show Records drop-down arrow.


3. When the menu appears, tap Mask Private Records.

If the Mask Records window appears, tap the button.



4. Tap the icon to return to the Home screen.

5. From the Home screen, open Memos.


6. Tap any memo from the Memo list to open it.

7. Tap the button.


8. Tap Private to place a checkmark in the box.

9. Tap the button.

10. When the Private Records window appears, tap the button.


11. Tap the button.


Practice: Advanced Palm Skills

1. Open Memos.

2. Create a new memo and enter some text:

Job opp at company X

3. Make the memo private.

4. Save your new private memo.

MANAGE YOUR PALM DEVICE 125

Manage Your Palm Device


• Manage memory

• Purge records


Manage memory


Why manage your Palm’s memory? You may run out of space (memory) for new records. Or, your Palm device may start running slowly because it is low on memory. Removing applications and records can help.


2. Tap App, then Delete.

The Delete window will open.


In this window, you can see how much space (memory) you are using on your Palm. This will help you to determine whether you are using a lot of space for applications that you rarely use. You can remove applications from your Palm in this window: Just highlight the application's name, then tap Delete.

3. Tap the button.


Delete records

1. Open the To Do List from the Home screen.

2. Tap the icon.


3. Tap Record, then Purge.

4. When the Purge window appears, tap the button to delete all completed tasks from your Palm device.

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the visibooks guide to palm devices

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open memos

home screen

palm devices

palm basics

advanced palm skills

memo list

upper right corner

different group of programs