the visibooks guide to palm devices (2006)

GETTING STARTED 1Getting 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

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

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

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

4 Tap the icon again

This will display a different group of programs

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

2 Tap the button

3 Tap the icon to open the on-screen keyboard

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

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

1 Tap the icon

2 Tap the icon

GETTING STARTED 13

You should see a blank screen

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

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

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

The screen should look like this:

6 Tap the button to finish the memo and return to the

Memo list

GETTING STARTED 21Delete memos

1 From the Memo list, tap the button

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

5 Tap the button

6 Tap the button

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

PALM BASICS 29

Palm Basics

In this section, you’ll learn how to:

• Set the date and time

• Categorize memos

1 Tap the icon

2 Tap Main

PALM BASICS 31

3 When the menu appears, tap All

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

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

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

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

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

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

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

Organize contacts

Add a new contact

1 Tap the icon

2 Tap the icon

GETTING ORGANIZED 47

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: elvis@presley.org

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

GETTING ORGANIZED 49

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

GETTING ORGANIZED 51

3 Tap Other

4 Enter a web site for this contact:

www.presley.org

5 Tap the button

The Address screen should appear

GETTING ORGANIZED 53

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

GETTING ORGANIZED 55

Manage your schedule

Open Calendar

1 Tap the icon

2 Tap the icon

You should see the day’s schedule

GETTING ORGANIZED 57

Schedule Events

1 Tap the second calendar view icon

The screen should look like this:

2 Tap the first calendar view icon

3 Tap the button

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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

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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

GETTING ORGANIZED 63

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

GETTING ORGANIZED 65

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

GETTING ORGANIZED 67

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

GETTING ORGANIZED 69

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

GETTING ORGANIZED 71

6 Tap the Repeat box

7 When the Change Repeat window appears, tap the

8 Tap the button

The event will now have a icon next to it

GETTING ORGANIZED 73

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

GETTING ORGANIZED 75

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

GETTING ORGANIZED 77

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

5 minutes will appear next to the checkbox, which you can

5 Tap the Minutes drop-down arrow

6 When the menu appears, tap Hours

GETTING ORGANIZED 79

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

1 From the Home screen, tap the icon

GETTING ORGANIZED 81

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

The screen should look like this:

GETTING ORGANIZED 83

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

GETTING ORGANIZED 85

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

GETTING ORGANIZED 87

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

GETTING ORGANIZED 89

Check off to-do items as completed

1 Tap the empty square beside Return library books

The to-do item is checked off

GETTING ORGANIZED 91

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

GETTING ORGANIZED 93

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: kwawa@kwawa.com

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

In this section, you’ll learn how to:

• 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

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

SHARE DATA WITH A PC 97

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

SHARE DATA WITH A PC 99

Install a new program

1 Open a browser on your computer and go to:

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