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Appendix C, Upgrade Information, To upgrade a Windows system

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Appendix C Upgrade Information If you already own a Palm OS® handheld, we recommend that you install the version of Palm™ Desktop software that comes with your new Palm™ m100 series handheld into the same folder as your current Palm Desktop software. When you install the new version in the same folder as the previous version, all your data is preserved. If you use another personal information manager (PIM), you still need to install Palm Desktop software in order to add HotSync® Manager, conduit software, and other features of Palm Desktop software to your computer. You perform HotSync operations in exactly the same way, so you can quickly synchronize your old data with your new handheld. To upgrade a Windows system: 1. Read the Getting Started guide for an overview of the complete installation process. 2. Synchronize your old handheld with your old Palm Desktop software. This ensures that the latest information from your handheld is on your desktop computer. 3. (Optional) To ensure against any data loss, go to the folder that stores Palm Desktop software, copy the folder and all its contents, rename it (for example, Palm Backup), and store the copy outside the Palm Desktop software folder. 4. Follow the installation instructions in "Installing Palm Desktop software" in Chapter 1. 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 handheld with your new Palm Desktop software, go to the HotSync Manager and choose Custom. Note: Be sure your user name appears in the box at the top of the Custom dialog box. If not, select your user name. 6. For all conduits, click Change and select the option Desktop overwrites handheld. Then click Done. See "Customizing HotSync application settings" in Chapter 5 for more Appendix C Page 196

Section	Page
Handbook for Palm™ m100 Series Handhelds	1
Contents	3
About This Book	8
Chapter 1	9
Introduction to Your Palm™ m100 Series Handheld	9
Getting to know your handheld	9
What is a Palm m100 series handheld?	9
System requirements	10
Minimum requirements: Windows	10
Minimum requirements: Macintosh	10
Optional equipment	10
Palm m100 series components	11
Locating front panel controls	11
Using the backlight	12
To activate the backlight:	12
To turn off the backlight:	12
Locating back panel components	13
Using the protective flip cover	14
To remove the cover:	14
Changing the face plate	15
To change the face plate:	15
Installing the batteries	16
To install the batteries:	16
Palm Desktop organizer software	17
With Palm Desktop software, you can do the following:	17
Connecting the HotSync cradle/cable	17
To connect the HotSync cradle/cable:	18
Installing Palm Desktop software	19
To install Palm Desktop software on a Windows computer:	19
To install Palm Desktop software on a Macintosh:	20
Using your handheld with another PIM	20
Tapping and typing	21
Tap with the stylus to get things done	21
Elements of the handheld interface	22
Opening applications	24
To open an application:	24
Using menus	25
To open the menu bar:	25
Choosing a menu	25
Graffiti menu commands	26
Displaying online tips	27
To display an online tip:	27
Entering data	27
Onscreen keyboard	27
Graffiti writing	28
To open Memo Pad:	29
Note Pad	29
Using Palm Desktop software	29
Importing data	30
External keyboard	30
Customizing your handheld	30
To open the Preferences screens:	30
Setting the time and date	31
To set the current time and date:	31
Chapter 2	33
Entering Data in Your Handheld	33
Using Graffiti writing to enter data	33
Writing Graffiti characters	33
There are four basic concepts for success with Graffiti writing:	33
To write Graffiti letters:	34
Graffiti tips	35
The Graffiti® alphabet	36
Writing capital letters	37
To draw the first letter of a word as a capital letter:	37
To enter only capital letters (Caps Lock):	37
Writing numbers	38
Graffiti numbers	38
Writing punctuation marks	38
Additional Graffiti punctuation	39
Writing symbols and extended characters	39
Writing accented characters	40
Accent strokes	40
Additional non-English characters	40
Navigation strokes	41
Graffiti ShortCuts	41
Using the onscreen keyboard	42
To use the onscreen keyboard:	42
Using Note Pad	43
To use Note Pad:	43
Using your computer keyboard	43
Using an external keyboard accessory	43
Importing data	44
Importing data from a Windows computer	44
To import data from a Windows computer:	44
Importing data from a Macintosh	45
To import data from a Macintosh:	46
Chapter 3	47
Managing Your Applications	47
Using the Applications Launcher	47
Selecting applications	47
Switching between applications	47
Categorizing applications	47
To categorize an application:	48
To display applications by category:	48
Changing the Applications Launcher display	48
To change the Applications Launcher display:	49
To open the Applications Launcher to the last opened category:	49
Choosing preferences	49
To change preferences for an application:	49
Installing and removing applications	50
Installing add-on applications	50
To install add-on software on your handheld using a Windows computer:	50
To install add-on software on your handheld using a Macintosh:	52
Installing games	54
Removing applications	54
To remove an add-on application:	54
Removing Palm Desktop software	55
To remove Palm Desktop software from a Windows computer:	55
To remove Palm Desktop software from a Macintosh:	55
Security	56
In Security, you can do the following:	56
Assigning a password	56
To assign a password:	56
Changing or deleting a password	57
To change or delete your password:	57
Locking your handheld	58
To lock your handheld with a password:	58
Recovering from a forgotten password	59
To delete a forgotten password:	59
Chapter 4	60
Using Your Applications	60
Overview of applications	61
Date Book	61
In Date Book, you can do the following:	61
To open Date Book:	61
Address Book	62
In Address Book, you can do the following:	62
To open Address Book:	62
To Do List	63
In To Do List, you can do the following:	63
To open To Do List:	63
Note Pad	64
In Note Pad, you can do the following:	64
To open Note Pad:	64
Calculator	65
In Calculator, you can do the following:	65
To open Calculator:	65
Clock	65
In Clock, you can do the following:	65
To open Clock:	65
Memo Pad	66
In Memo Pad, you can do the following:	66
To open Memo Pad:	66
Common tasks	67
Creating records	67
To create a record:	67
Editing records	67
Entering text	68
Edit menu	68
To select text in an application:	68
Deleting records	69
To delete a record:	69
Other ways to delete records	69
Purging records	70
To purge records:	70
Exchanging and updating data: HotSync operations	72
Performing a HotSync operation for the first time: Windows	72
To perform a local HotSync operation on a Windows computer:	73
Performing a HotSync operation for the first time: Macintosh	74
To perform a local HotSync operation on a Macintosh:	76
Beaming information	78
To beam a record or category of records:	78
To beam an application:	79
To beam your business card:	79
To receive beamed information:	79
Tips on beaming information	80
Categorizing records	80
System-defined and user-defined categories	80
To move a record into a category:	81
To display a category of records:	81
To define a new category:	82
To rename a category:	83
Finding records	83
Looking up Address Book records	84
To look up an Address Book record:	84
Using Find	85
To use Find:	85
Using Phone Lookup	85
To use Phone Lookup:	86
Phone Lookup tips	86
Sorting lists of records	87
To sort records in To Do List:	87
To sort records in Address Book, Note Pad, and Memo Pad:	87
Making records private	88
Hiding or masking private records	88
To hide all private records:	90
To mask all private records:	90
To display private records:	91
To make a record private:	91
Attaching notes	92
To attach a note to a record:	92
To review or edit a note:	92
To delete a note:	92
Choosing fonts	93
To change the font style:	93
Application-specific tasks	94
Date Book	94
Scheduling an event	94
To schedule an event for the current day:	94
To schedule an event for another day:	96
To schedule an untimed event:	97
Rescheduling an event	98
To reschedule an event:	98
Setting an alarm for an event	98
To set an alarm for an event:	98
Scheduling repeating or continuous events	99
To schedule a repeating or continuous event:	100
Changing repeating or continuous events	100
To delete repeating events:	100
Changing the Date Book view	102
To cycle through Day, Week, Month, and Agenda views:	102
To display the current time:	102
Working in Week View	102
To display the Week View:	102
Spotting event conflicts	104
Working in Month View	104
Working in Agenda View	105
To display the Agenda View:	105
Date Book menus, preferences, and display options	106
Record menu	106
Options menu	106
Address Book	108
Creating an Address Book entry	108
To create a new Address Book entry:	108
Selecting types of phone numbers	110
To select other types of phone numbers in an entry:	110
Changing Address Entry details	110
To open the Address Entry Details dialog box:	110
Address Book menus	111
Record menus	111
Options menus	112
To Do List	113
To create a To Do List item:	113
Setting priority	113
To set the priority of a To Do List item:	114
Checking off a To Do List item	114
To check off a To Do List item:	114
Changing To Do List item details	114
To display the To Do Item Details dialog box:	115
Setting a due date	115
To set a due date for a To Do List item:	115
To Do Show Options	116
To change the Show Options settings:	116
To Do List menus	117
Record menu	117
Options menu	117
Note Pad	118
To create a new note:	118
Reviewing notes	118
To review a note:	119
Setting an alarm for a note	119
To set an alarm for a note:	119
Note Pad menus	121
Record menus	121
Options menus	121
Memo Pad	122
To create a new memo:	122
Reviewing memos	123
To review a memo:	123
Memo Pad menus	123
Record menus	123
Options menus	124
Clock	125
To view the time:	125
To set an alarm:	125
Clock menus	126
Options menu	126
Calculator	127
Recent Calculations	128
To display recent calculations:	128
Calculator menus	128
Options menus	128
Chapter 5	129
Advanced HotSync® Operations	129
Selecting HotSync setup options	129
To set the HotSync options on a Windows computer:	129
To set the HotSync options on a Macintosh:	131
Customizing HotSync application settings	135
To customize HotSync application settings on a Windows computer:	135
To customize HotSync application settings on a Macintosh:	136
IR HotSync operations	138
Preparing your computer for infrared communication	138
To check if your Windows 95 computer supports infrared communication:	139
To install a Windows 95 infrared driver:	139
To check the ports used for infrared communication on a Windows computer:	140
To install the extensions for infrared communication on a Macintosh:	141
Configuring HotSync Manager for infrared communication	141
To configure HotSync Manager for infrared communication on a Windows computer:	141
To configure HotSync Manager for infrared communication on a Macintosh:	142
Performing an IR HotSync operation	143
To perform an IR HotSync operation:	143
Returning to cradle/cable HotSync operations	143
To return to cradle/cable HotSync operations on a Windows computer:	143
To return to cradle/cable HotSync operations on a Macintosh:	144
Conducting a HotSync operation via modem	144
Preparing your computer	145
To prepare a Windows computer for a modem HotSync operation:	145
To prepare a Macintosh for a modem HotSync operation:	146
Preparing your handheld	147
To prepare your handheld for a modem HotSync operation:	147
Selecting the conduits for a modem HotSync operation	148
To change the Conduit Setup for a modem HotSync operation:	149
Performing a HotSync operation via a modem	149
To perform a modem HotSync operation:	149
Using File Link	150
Creating a user profile	151
To create a user profile on a Windows computer:	151
To create a user profile on a Macintosh:	152
To use a profile for the first-time HotSync operation on a Windows computer:	153
To use a profile for the first-time HotSync operation on a Macintosh:	153
Chapter 6	154
Setting Preferences for Your Handheld	154
In the Preferences screens, you can do the following:	154
Viewing preferences	154
To open the Preferences screens:	154
Buttons preferences	155
To change the Buttons preferences:	155
Pen preferences	155
To change the Pen preferences:	156
HotSync buttons preferences	157
To change the HotSync buttons preferences:	157
Digitizer preferences	157
Formats preferences	157
Country default	158
To set the country default:	158
Time, date, week start, and numbers formats	158
To select the time, date, week start, and numbers format:	158
General preferences	159
Auto-off delay	159
To set the Auto-off delay:	159
System, alarm, and game sounds	159
To set the system and alarm sounds:	159
Beam Receive	160
To change the Beam Receive setting:	160
Connection preferences	160
Sample connection for remote IR HotSync operations	161
To create an IrCOMM to Modem connection:	161
Network preferences and TCP/IP software	162
Selecting a service	163
To select a service:	163
Entering a user name	163
To enter a user name:	163
Entering a password	164
To enter a password:	164
Selecting a connection	164
To select a connection:	165
Adding telephone settings	165
To enter your server phone number:	165
Entering a prefix	166
To enter a prefix:	166
Disabling Call Waiting	166
To disable Call Waiting:	166
Using a calling card	167
To use a calling card:	167
Connecting to your service	167
To establish a connection:	168
To close a connection:	168
Creating additional service templates	168
To add a new service template:	168
To duplicate an existing service template:	168
Adding detailed information to a service template	168
To select a connection type:	168
Idle timeout	169
To set the Idle timeout:	169
Defining primary and secondary DNS	170
To enter a primary and secondary DNS:	170
IP address	170
To identify dynamic IP addressing:	171
To enter a permanent IP address:	171
Login scripts	171
Creating a login script on your handheld	172
To create a login script:	172
Plug-in applications	174
Deleting a service template	174
To delete a service template:	174
Network preferences menu commands	174
Service menu	174
Options menu	175
TCP/IP troubleshooting	175
Displaying expanded Service Connection Progress messages	175
Viewing the Network Log	175
To view the Network Log:	175
Adding DNS numbers	175
Owner preferences	176
To enter the Owner preferences:	176
To unlock the Owner Preferences screen:	176
ShortCuts preferences	177
Creating a ShortCut	177
To create a ShortCut:	177
Editing a ShortCut	178
To edit a ShortCut:	178
Deleting a ShortCut	178
To delete a ShortCut:	178
Appendix A	179
Maintaining Your Handheld	179
Caring for your handheld	179
Battery considerations	180
Resetting your handheld	181
Performing a soft reset	181
To perform a soft reset:	181
Performing a hard reset	182
To perform a hard reset:	182
To restore your data from a Windows computer after a hard reset:	182
To restore your data from a Macintosh after a hard reset:	184
Appendix B	185
Frequently Asked Questions	185
Software installation problems	186
Operating problems	187
Tapping and writing problems	189
Application problems	190
HotSync problems	191
Beaming problems	199
Password problems	200
Technical support	201
To find version and memory information:	201
Appendix C	203
Upgrade Information	203
To upgrade a Windows system:	203
To upgrade a Macintosh system:	204
Each handheld must have a unique name	205
Appendix D	206
Non-ASCII Characters for Login Scripts	206
Use of ^char	206
Carriage return and line feed	206
Literal characters	207
Examples:	207
Product Regulatory Information	208
FCC Statement	208
Canadian ICES-003 Statement	209
CE Compliance Statement	209
Battery Warning	209
Varning	209
Advarsel!	209
Varoitus	210
Advarsel	210
Waarschuwing!	210
Uwaga	210