The Visibooks Guide To Palm Devices

Page 1


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

i


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

ii

TABLE OF CONTENTS


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

1


Open the Home screen

2

1.

Make sure your Palm device is charged and turned on.

2.

Locate the

GETTING STARTED

icon.


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

3


4.

Tap the

icon again.

This will display a different group of programs.

4

GETTING STARTED


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

the screen.

5.

Tap the corner.

icon repeatedly until you see All in the upper right

GETTING STARTED

5


Create a Memo 1.

6

From the Home (All) screen, tap the

GETTING STARTED

icon.


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

7


2.

Tap the

3.

Tap the

button.

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 builtin keyboard to follow these steps.

8

GETTING STARTED


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

9


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:

10

GETTING STARTED


Write with Graffiti 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.

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

GETTING STARTED

11


12

1.

Tap the

icon.

2.

Tap the

icon.

GETTING STARTED


You should see a blank screen.

GETTING STARTED

13


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.

14

Draw a horizontal stroke backwards to delete the letter.

GETTING STARTED


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

15


6.

Tap the Memo list.

button to finish the memo and return to the

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.

16

GETTING STARTED


Edit memos 1.

Tap the

2.

When the Home screen appears, tap the

icon.

icon.

GETTING STARTED

17


3.

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

4.

18

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

GETTING STARTED


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

19


The screen should look like this:

6.

20

Tap the Memo list.

GETTING STARTED

button to finish the memo and return to the


Delete memos 1.

From the Memo list, tap the

button.

GETTING STARTED

21


2.

Write: We’ll delete this memo.

3.

22

Tap the

GETTING STARTED

button.


4.

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

GETTING STARTED

23


24

5.

Tap the

button.

6.

Tap the

button.

GETTING STARTED


7.

When the Delete Memo window appears, tap the button.

The memo should be deleted from the list.

GETTING STARTED

25


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.

26

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

GETTING STARTED


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

27


28

GETTING STARTED


Palm Basics In this section, you’ll learn how to: • Set the date and time • Categorize memos

PALM BASICS

29


30

1.

Tap the

2.

Tap Main.

PALM BASICS

icon.


3.

When the menu appears, tap All.

PALM BASICS

31


Set the date and time

32

1.

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

2.

Tap the

PALM BASICS

icon.


3.

When the Preferences screen appears, tap Date & Time.

PALM BASICS

33


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


6.

Tap the

7.

Tap the

button. icon to exit Prefs.

PALM BASICS

35


Categorize memos

36

1.

From the Home screen, tap the

2.

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

PALM BASICS

icon.


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

37


5.

When the Edit Categories window appears, tap the button.

6.

When the second Edit Categories window appears, enter: Learning Palm

38

PALM BASICS


7.

Tap the

button.

This should bring you back to the Edit Categories screen.

PALM BASICS

39


40

8.

Tap the

9.

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

PALM BASICS

button again to return to the memo.


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

41


12.

Tap the

button.

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

13.

42

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

PALM BASICS


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

PALM BASICS

43


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

44

6.

Categorize the memo under Lunch Orders.

7.

Return to the Memo list.

PALM BASICS


Getting Organized In this section, you’ll learn how to: • Organize contacts • Manage a schedule • Track a to-do list • Find records

GETTING ORGANIZED

45


Organize contacts Add a new contact

46

1.

Tap the

2.

Tap the

GETTING ORGANIZED

icon.

icon.


3.

When the Address screen appears, tap the

4.

Fill in the following contact information:

button.

Last name: Presley First name: Elvis Title: King of Rock and Roll E-mail: elvis@presley.org Work: 301-555-1212

GETTING ORGANIZED

47


Tip: Tap each line before tapping the

icon.

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

48

icon.

GETTING ORGANIZED

icon, then


The number keyboard will appear.

5.

Tap the

button.

GETTING ORGANIZED

49


Edit a contact

50

1.

In the Address screen, tap the Elvis Presley entry.

2.

Tap the

GETTING ORGANIZED

button.


3.

Tap Other.

4.

Enter a web site for this contact: www.presley.org

GETTING ORGANIZED

51


5.

Tap the

button.

The Address screen should appear.

52

GETTING ORGANIZED


Delete a contact 1.

In the Address screen, tap the Elvis Presley entry.

2.

Tap the

3.

Tap Record, then Delete Address.

icon.

GETTING ORGANIZED

53


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.

54

GETTING ORGANIZED


Manage your schedule Open Calendar 1.

Tap the

2.

Tap the

icon.

icon.

GETTING ORGANIZED

55


You should see the day’s schedule.

56

GETTING ORGANIZED


Schedule Events 1.

Tap the second calendar view icon.

The screen should look like this:

GETTING ORGANIZED

57


58

2.

Tap the first calendar view icon.

3.

Tap the

GETTING ORGANIZED

button.


4.

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

5.

On the right side, tap 12 PM.

GETTING ORGANIZED

59


60

6.

Tap the End Time box.

7.

Tap 1 PM.

GETTING ORGANIZED


8.

Tap the

button.

GETTING ORGANIZED

61


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.

62

GETTING ORGANIZED


Reschedule Events 1.

Tap the Lunch with Tracy event to select it.

2.

Tap the

button.

GETTING ORGANIZED

63


64

3.

Tap the Time box.

4.

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

GETTING ORGANIZED


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.

GETTING ORGANIZED

65


7.

Tap the

button.

The Event Details screen should appear.

66

GETTING ORGANIZED


8.

Tap the

button.

The Daily Calendar view should appear.

GETTING ORGANIZED

67


Schedule a repeating event

68

1.

Tap the

2.

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

GETTING ORGANIZED

button.


3.

Enter the text: Dinner with Mom and Dad

GETTING ORGANIZED

69


70

4.

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

5.

Tap the

GETTING ORGANIZED

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.

GETTING ORGANIZED

71


8.

Tap the

button.

The event will now have a

72

GETTING ORGANIZED

icon next to it.


Delete Events 1.

Tap Dinner with Mom and Dad to select the event.

2.

Tap the

button.

GETTING ORGANIZED

73


3.

Tap the

4.

When the Repeating Event window appears, tap the

button.

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.

74

GETTING ORGANIZED


5.

When the Delete Event window appears, tap the

button.

The Daily Calendar view should appear.

GETTING ORGANIZED

75


Set Reminder Alarms

76

1.

Tap Lunch with Tracy to select the event.

2.

Tap the

GETTING ORGANIZED

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.

GETTING ORGANIZED

77


78

5.

Tap the Minutes drop-down arrow.

6.

When the menu appears, tap Hours.

GETTING ORGANIZED


7.

Tap the

button.

The screen will look like this:

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

GETTING ORGANIZED

79


Track your to-do list 1.

80

From the Home screen, tap the

GETTING ORGANIZED

icon.


2.

Tap the

3.

Enter the name of a new to-do item:

button.

Return library books

GETTING ORGANIZED

81


4.

Tap the do item:

button again, then enter the name of another to-

Get a haircut

The screen should look like this:

82

GETTING ORGANIZED


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.

GETTING ORGANIZED

83


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.

84

GETTING ORGANIZED


Set due dates for to-do items 1.

Tap Return library books to select the item.

2.

Tap the

button.

GETTING ORGANIZED

85


86

3.

Tap the Due Date drop-down arrow.

4.

When the list of date options appears, tap Tomorrow.

GETTING ORGANIZED


5.

Tap the

button to return to the main To Do screen.

GETTING ORGANIZED

87


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

88

GETTING ORGANIZED


Check off to-do items as completed 1.

Tap the empty square beside Return library books.

GETTING ORGANIZED

89


The to-do item is checked off.

90

GETTING ORGANIZED


Find records 1.

In the lower right corner of the writing surface, tap the

2.

When the Find window appears, enter:

icon.

text in the Find field.

GETTING ORGANIZED

91


3.

Tap the

button.

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

92

GETTING ORGANIZED


4.

Tap one of the memos in the search results.

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

GETTING ORGANIZED

93


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

94

GETTING ORGANIZED


Share Data With A PC In this section, you’ll learn how to: • HotSync with a PC • Install a new program

SHARE DATA WITH A PC

95


HotSync with a PC 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.

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.

96

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.

SHARE DATA WITH A PC


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.

SHARE DATA WITH A PC

97


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.

98

SHARE DATA WITH A PC


Install a new program 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

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.

SHARE DATA WITH A PC

99


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.

100

SHARE DATA WITH A PC


4.

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

5.

Double-click the PRC file.

SHARE DATA WITH A PC

101


6.

HotSync with your Palm device.

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

102

7.

Open the new program on the Palm.

8.

Close the new program.

SHARE DATA WITH A PC


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.

SHARE DATA WITH A PC

103


104

SHARE DATA WITH A PC


Advanced Palm Skills In this section, you’ll learn how to: • Beam data to other Palm devices • Secure a Palm device

ADVANCED PALM SKILLS

105


Beam data to other Palm devices Beam memos to Palm users 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.

1.

106

From the Home screen, open Memos.

ADVANCED PALM SKILLS


2.

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

3.

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

ADVANCED PALM SKILLS

107


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.

108

ADVANCED PALM SKILLS


Beam applications 1.

Go to the Home screen by tapping the

2.

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

3.

Tap App, then Beam.

icon.

ADVANCED PALM SKILLS

109


4.

When the Beam window appears, tap the name of a program, then tap the

110

ADVANCED PALM SKILLS

button.


Secure a Palm device Set a password 1. From the Home screen, tap the

icon.

ADVANCED PALM SKILLS

111


2.

3.

112

When the Security screen appears, tap the Password box.

When the Password window opens, enter your preferred password.

ADVANCED PALM SKILLS


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.

ADVANCED PALM SKILLS

113


5.

Enter your new password again, then tap the

Your password is now assigned.

114

ADVANCED PALM SKILLS

button.


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.

1.

From the Home screen, tap the

icon.

ADVANCED PALM SKILLS

115


116

2.

Tap the

3.

When the System Lockout window opens, tap the button.

ADVANCED PALM SKILLS

button.


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

ADVANCED PALM SKILLS

117


Make records private

118

1.

From the Home screen, tap the

2.

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

ADVANCED PALM SKILLS

icon.


3.

When the menu appears, tap Mask Private Records.

If the Mask Records window appears, tap the

button.

ADVANCED PALM SKILLS

119


The screen should look like this:

120

4.

Tap the

5.

From the Home screen, open Memos.

icon to return to the Home screen.

ADVANCED PALM SKILLS


6.

Tap any memo from the Memo list to open it.

7.

Tap the

button.

ADVANCED PALM SKILLS

121


122

8.

Tap Private to place a checkmark in the box.

9.

Tap the

10.

When the Private Records window appears, tap the button.

ADVANCED PALM SKILLS

button.


11.

Tap the

button.

ADVANCED PALM SKILLS

123


Practice: Advanced Palm Skills 1.

Open Memos.

2.

Create a new memo and enter some text: Job opp at company X

124

3.

Make the memo private.

4.

Save your new private memo.

ADVANCED PALM SKILLS


Manage Your Palm Device In this section, you’ll learn how to: • Manage memory • Purge records

MANAGE YOUR PALM DEVICE

125


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.

1.

126

From the Home screen, tap the

MANAGE YOUR PALM DEVICE

icon.


2.

Tap App, then Delete.

The Delete window will open.

MANAGE YOUR PALM DEVICE

127


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.

128

Tap the

button.

MANAGE YOUR PALM DEVICE


Delete records 1.

Open the To Do List from the Home screen.

2.

Tap the

icon.

MANAGE YOUR PALM DEVICE

129


130

3.

Tap Record, then Purge.

4.

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

MANAGE YOUR PALM DEVICE


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