spring 1999 end-user training © 1999 3com - palm computing. all rights reserved

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Spring 1999

End-User Training

End-User Training

© 1999 3Com - Palm Computing. All rights reserved.© 1999 3Com - Palm Computing. All rights reserved.

AgendaAgenda • Setup

• The Basics

• The Built-In Applications

• Palm Desktop Software

• HotSync™ Synchronization

• Graffiti Power Writing Software

• Basic Troubleshooting

• Mobility – Personal & Enterprise

• Q&A

• Setup

• The Basics

• The Built-In Applications

• Palm Desktop Software

• HotSync™ Synchronization

• Graffiti Power Writing Software

• Basic Troubleshooting

• Mobility – Personal & Enterprise

• Q&A

SetupSetup

• Installing the batteries• Calibrating the screen• Setting the time and date• Setting preferences

• Installing the batteries• Calibrating the screen• Setting the time and date• Setting preferences

Remove the battery coverRemove the battery cover

Notice that the springs are on one side…Notice that the springs are on one side…

… but the batteries are inserted like this!… but the batteries are inserted like this!

Insert two AAA alkaline batteriesInsert two AAA

alkaline batteries

Splash screenSplash screen

DigitizerDigitizerHold the viewer as you would normally, then tap exactly in the center of each target.Hold the viewer as you would normally, then tap exactly in the center of each target.

This aligns the position of your stylus to the screen’s electronic touch sensors.This aligns the position of your stylus to the screen’s electronic touch sensors.

Initial setupInitial setupTap Time…Tap Time…

… then Date.… then Date.

Tapping a dotted box opens a dialog box.Tapping a dotted box opens a dialog box.

Initial setupInitial setupTapping the triangle to the left of a word displays a pop-up menuTapping the triangle to the left of a word displays a pop-up menu

HighHigh

Power

Writing Area

The FrontThe Front

Scroll Buttons

HardwareButtons

SilkscreenButtons

Screen

The BackThe Back

Stylus

ScreenContrast Dial

Serial Port

Battery Cover

Reset Hole

IrDA Port

QuestionsQuestions1 Where is the Reset Hole?

2 Why do you tap in the center of the three X’s?

3 What happens when you tap on a dotted box?

4 Where is the screen contrast dial?

5 Can you use non-alkaline batteries?

1 Where is the Reset Hole?

2 Why do you tap in the center of the three X’s?

3 What happens when you tap on a dotted box?

4 Where is the screen contrast dial?

5 Can you use non-alkaline batteries?

ExercisesExercises1 Make the screen as dark as possible.

Reset to your preferences.

2 Remove and reinstall the batteries.

3 Hold down the Power button for at least two seconds. What happens?

4 Change the date & time to one-minute before the end of 1999. After watching what happens, reset to the current date & time.

1 Make the screen as dark as possible.Reset to your preferences.

2 Remove and reinstall the batteries.

3 Hold down the Power button for at least two seconds. What happens?

4 Change the date & time to one-minute before the end of 1999. After watching what happens, reset to the current date & time.

TipsTips• Don’t write on the screen with a pen or

paper clip!

• If your batteries run out and you cannot turn on your Palm device, you have at least one week to replace your batteries.

• Use screen cleaners designed for handhelds rather than cleaners designed for computer monitors.

• If your stylus seems to be missing what you are tapping on, try redigitizing the screen.

• Don’t write on the screen with a pen or paper clip!

• If your batteries run out and you cannot turn on your Palm device, you have at least one week to replace your batteries.

• Use screen cleaners designed for handhelds rather than cleaners designed for computer monitors.

• If your stylus seems to be missing what you are tapping on, try redigitizing the screen.

The BasicsThe Basics

• Launching applications• Entering and editing text• Finding text• Calculator• HotSync™ synchronization• Palm desktop software

• Launching applications• Entering and editing text• Finding text• Calculator• HotSync™ synchronization• Palm desktop software

Memo

To DoAddress

Date Book

Press these to launch… Press these to launch…

1 Tap “Applications”1 Tap “Applications” 2 Tap icon2 Tap iconLaunching other applicationsLaunching other applications

Switching CategoriesSwitching Categories1 Tap pop-up menu1 Tap pop-up menu 2 Select category2 Select category

Type into the desktop software and then synchronize.Type into the desktop software and then synchronize.

Use the on-screen keyboard.Use the on-screen keyboard.

Write with Graffiti®.Write with Graffiti®.

Three ways to enter textThree ways to enter text

1 Press Memo button1 Press Memo button 2 Tap “New”2 Tap “New”

Create a new memoCreate a new memo

Tap dot to open a keyboardTap dot to open a keyboard

TextText NumbersNumbers InternationalInternational

Tap box to switch views.Tap box to switch views.

The keyboard has three viewsThe keyboard has three views

Graffiti® is easyGraffiti® is easy

Write inside this boxWrite inside this box

Graffiti®Graffiti®

… numbers on the right.… numbers on the right.

Letters on the left…Letters on the left…

Everything else on either sideEverything else on either side

Graffiti® writing tips…Graffiti® writing tips…

Write large with sharp corners.Write large with sharp corners.

Start with the heavy dot.Start with the heavy dot.

A few essentials… A few essentials…

Available whenever you can

use Graffiti to enter text

Available whenever you can

use Graffiti to enter text

Select “Graffiti Help” from the Edit menu… Select “Graffiti Help” from the Edit menu…

… or use this command shortcut… or use this command shortcut

Graffiti® HelpGraffiti® Help

1 Drag over text1 Drag over text 22 Tap Menu iconTap Menu icon22 Tap Menu iconTap Menu icon

33 Tap Edit menu Tap Edit menu then select then select Cut, Copy, or Cut, Copy, or PastePaste

33 Tap Edit menu Tap Edit menu then select then select Cut, Copy, or Cut, Copy, or PastePaste

Cut, Copy, PasteCut, Copy, Paste

Command ShortcutsCommand Shortcuts

2 Tap “Details”2 Tap “Details”

3 Tap “Delete…”3 Tap “Delete…” 4 Tap “OK”4 Tap “OK”

1 Tap item1 Tap item

Delete any item… Delete any item…

Tap “i” for InformationTap “i” for Information

1 Tap “Calculator”1 Tap “Calculator” 2 Use your fingers or the stylus.

2 Use your fingers or the stylus.

Move the result elsewhere with the

Copy and Paste commands.

Move the result elsewhere with the

Copy and Paste commands.

CalculatorCalculator

2 Enter text…2 Enter text…

3 Tap on found item3 Tap on found item

… then tap “OK”… then tap “OK”

1 Tap “Find”

Find looks everywhereFind looks everywhere

Hold down the Power Button for two seconds to turn backlighting on or off.

Hold down the Power Button for two seconds to turn backlighting on or off.

Built-in backlightingBuilt-in backlighting

1 Tap Applications1 Tap Applications 2 Look at the gauge.2 Look at the gauge.

Check battery powerCheck battery power

To synchronize with your PC, push the HotSync™ button

To synchronize with your PC, push the HotSync™ button

Palm Desktop SoftwarePalm Desktop Software

Switch between built-in applications with these buttons

Switch between users with this pop-up menu

QuestionsQuestions

1 What are the three ways to enter text?

2 How do you display the number pad?

3 How do you check your battery power?

4 How do you use Graffiti to write a period?

5 What is the command shortcut for Paste?

1 What are the three ways to enter text?

2 How do you display the number pad?

3 How do you check your battery power?

4 How do you use Graffiti to write a period?

5 What is the command shortcut for Paste?

ExercisesExercises1 Use Graffiti Help to learn how to write :-)

2 Calculate the number of minutes in a year, then use the copy and paste commands to move the result into a new memo.

3 Use Find to look for “palm”

4 Open the Prefs application and redigitize the screen.

5 Delete the memo that contains the results from exercise 2.

1 Use Graffiti Help to learn how to write :-)

2 Calculate the number of minutes in a year, then use the copy and paste commands to move the result into a new memo.

3 Use Find to look for “palm”

4 Open the Prefs application and redigitize the screen.

5 Delete the memo that contains the results from exercise 2.

TipsTips• Synchronize often!

• Write Graffiti strokes nice and large, with sharp corners.

• Launch an application before using Find to locate a word inside that application.

• Learn the shortcuts for commands you use regularly — cut, copy, paste, help.

• Each tap of the Applications button switches to the next category in the Launcher.

• Synchronize often!

• Write Graffiti strokes nice and large, with sharp corners.

• Launch an application before using Find to locate a word inside that application.

• Learn the shortcuts for commands you use regularly — cut, copy, paste, help.

• Each tap of the Applications button switches to the next category in the Launcher.

The Built-in ApplicationsThe Built-in Applications

• Launcher• Date Book• Address• To Do List• Memo Pad• Expense• Mail

• Launcher• Date Book• Address• To Do List• Memo Pad• Expense• Mail

Four main applications… Four main applications…

Memo

To DoAddress

Date Book

HotSync

MailExpense

Calculator

… plus four others, and … … plus four others, and …

2 Tap what you want to launch

2 Tap what you want to launch

… the Launcher.… the Launcher.1 Tap “Applications”

Launcher List ViewLauncher List View

Changing to List ViewChanging to List View

1 Select “Preferences…” from the Options menu

1 Select “Preferences…” from the Options menu

2 Select “List” from the View By pop-up menu

2 Select “List” from the View By pop-up menu

1 Select “Category…” from the App menu

1 Select “Category…” from the App menu

2 Select Category2 Select Category

Assigning Launcher CategoriesAssigning Launcher Categories

Open the “Prefs” application and select the “Buttons” view

Open the “Prefs” application and select the “Buttons” view

Main buttons may be reassignedMain buttons may be reassigned

Tap pop-up menus & buttons

Tap pop-up menus & buttons

Date Book Date Book

Date Book has three views…Date Book has three views…

DayDay WeekWeek MonthMonth

Switch views either by tapping the on-screen buttons…Switch views either by tapping the on-screen buttons…

DayDay WeekWeek MonthMonth

… or by pressing the Date Book button

… or by pressing the Date Book button

22 Tap “Go To”Tap “Go To”22 Tap “Go To”Tap “Go To”

33 Tap a dateTap a date33 Tap a dateTap a date 44 Tap a timeTap a time44 Tap a timeTap a time

1 Press Date Book1 Press Date Book

Creating an appointmentCreating an appointment

1 Write

for Phone Lookup command

2 Tap person…

3 Tap “Add”

Or select Phone Lookup from the Options menu.

Phone Lookup commandPhone Lookup command

1 Tap item1 Tap item 2 Tap “Details”2 Tap “Details”

3 Tap “Delete…”3 Tap “Delete…” 4 Tap “OK”4 Tap “OK”

Deleting an appointmentDeleting an appointment

1 Tap Week icon1 Tap Week icon 2 Drag item to new day or time

2 Drag item to new day or time

Rescheduling during the weekRescheduling during the week

A nice touch…A nice touch…

Notice that the text for any tapped item in the Week View appears at the top of the screen.

Notice that the text for any tapped item in the Week View appears at the top of the screen.

Changing day in the Day ViewChanging day in the Day ViewSame day the previous weekSame day the previous week

Same day the next weekSame day the next week

See yesterday or tomorrowSee yesterday or tomorrow

Scroll Up = Previous dayScroll Up = Previous day

Scroll Down = Next dayScroll Down = Next day

Scrolling within the dayScrolling within the day

Tap on-screen scroll buttonsTap on-screen scroll buttons

Month ViewMonth View1 Tap Month icon1 Tap Month icon 2 Tap day to open it2 Tap day to open it

Icons in month viewIcons in month view

MorningMiddayAfternoon

MorningMiddayAfternoon

Lines show that you have appointments in:Lines show that you have appointments in:

Changing appointment timeChanging appointment time

1 Tap start time1 Tap start time 2 Change times2 Change times

3 Tap “OK”3 Tap “OK”

Changing appointment dateChanging appointment date1 Tap item1 Tap item

3 Tap date box3 Tap date box 4 Select new date4 Select new date

2 Tap “Details”2 Tap “Details”

Repeating eventsRepeating events

1 Tap event text

1 Tap event text

2 Tap repeat box

2 Tap repeat box

3 Select type of repeat

3 Select type of repeat

Events can repeat by day, week, month, or yearEvents can repeat by day, week, month, or year

AlarmsAlarms

1 Tap “Details”

1 Tap “Details”

2 Tap Alarm checkbox

2 Tap Alarm checkbox

3 Select time3 Select time

Changing the Alarm SoundChanging the Alarm Sound

1 Select Preferences from the Options menu

1 Select Preferences from the Options menu

2 Select Alarm Sound

2 Select Alarm Sound

Set when your day starts & endsSet when your day starts & ends

1 Select Preferences from the Options menu

1 Select Preferences from the Options menu

2 Set start and end times

2 Set start and end times

Attach a note either by…Attach a note either by…

1 Tap “Details”

1 Tap “Details” 2 Tap “Note”2 Tap “Note”

3 Enter note text

3 Enter note text

… or with Attach Note command.… or with Attach Note command.

1 Tap item text

1 Tap item text

2 Select Attach Note

2 Select Attach Note

3 Enter note text

3 Enter note text

Notice the Graffiti command shortcutNotice the Graffiti command shortcut

Address BookAddress Book

Adding new namesAdding new names1 Tap “New”1 Tap “New” 2 Enter text2 Enter text

Tap these scroll buttons to move up and down the page

Tap these scroll buttons to move up and down the page

Graffiti navigation strokesGraffiti navigation strokes

Next fieldNext field

Previous fieldPrevious field

Address Entry DetailsAddress Entry Details1 Tap “Details…”1 Tap “Details…” 2 Select which

number shows in list view

2 Select which number shows in list view

3 Select category3 Select category

1 Tap pop-up menu

1 Tap pop-up menu

2 Select phone label

2 Select phone label

TIP: You can also enter a text label along with the number.

TIP: You can also enter a text label along with the number.

Changing phone labelsChanging phone labels

Using custom fieldsUsing custom fields1 Select “Rename

Custom Fields” from the Options menu

1 Select “Rename Custom Fields” from the Options menu

2 Change field names

2 Change field names

These field names will be the same for all entries

These field names will be the same for all entries

CategoriesCategories

Switching category viewsSwitching category views1 Tap category

pop-up menu1 Tap category

pop-up menu2 Select category2 Select category

Changing the sort orderChanging the sort order1 Select

Preferences from the Options menu

1 Select Preferences from the Options menu

2 Select sort order

2 Select sort order

Beam your “Business Card”Beam your “Business Card”

Hold down the “Address Book” button for two

seconds

Hold down the “Address Book” button for two

seconds

Select your “Business Card”Select your “Business Card”1 Open your card,

then select “Select Business Card…” from the Record menu

1 Open your card, then select “Select Business Card…” from the Record menu

2 Tap “Yes”2 Tap “Yes”

Notice this icon at the top of

your business card

Notice this icon at the top of

your business card

You can beam…You can beam…

• individual records

• an entire category

• an application

• individual records

• an entire category

• an application

1 Tap “Menu”

Beaming items Beaming items 2 Select a beam

command

3 Point device

1 Tap “Applications”

Beaming applications Beaming applications

2 Select “Beam…”

3 Select app then tap “Beam…”

4 Point device

To Do ListTo Do List

Creating a new To Do itemCreating a new To Do item1 Tap “New”

2 Enter text

3 Set priority

4 Set Details

Setting a deadlineSetting a deadline

Customizing your To Do listCustomizing your To Do list1 Tap “Show…”

button1 Tap “Show…”

button2 Set your

preferences2 Set your

preferences

Minimal To Do listMinimal To Do list

==

Data-rich To Do listData-rich To Do list

==

Sort BySort By

== Past DuePast Due

Purging completed itemsPurging completed items1 Select Purge… 1 Select Purge… 2 Tap “OK”2 Tap “OK”

Three font sizesThree font sizes

Each built-in application remembers its own font size.

Each built-in application remembers its own font size.

Changing font sizeChanging font size1 Select “Font…”

from the Options menu

1 Select “Font…” from the Options menu

2 Tap Font size2 Tap Font size

Memo PadMemo Pad

Memo

Scrolling within a MemoScrolling within a Memo

Line UpLine Up

Line DownLine Down

Screen UpScreen Up

Screen DownScreen Down

Scroll BarScroll Bar

Drag “Scroll Thumb”up or down to scroll several lines at a time

Drag “Scroll Thumb”up or down to scroll several lines at a time

Tap gray strip to move one screen-full in that directionTap gray strip to move one screen-full in that direction

Sorting your memosSorting your memos1 Select

Preferences… 1 Select

Preferences… 2 Tap Sort By

pop-up menu2 Tap Sort By

pop-up menu

3 Select choice3 Select choice

Deleting a memoDeleting a memo1 Tap Details1 Tap Details 2 Tap Delete…2 Tap Delete…

3 Tap OK3 Tap OK

Private itemsPrivate items

1 Tap “Details”

1 Tap “Details”

2 Tap Private checkbox

2 Tap Private checkbox

3 Launch Security app if necessary

3 Launch Security app if necessary

SecuritySecurity

2 Enter text…2 Enter text…

3 Tap on found item3 Tap on found item

… then tap “OK”… then tap “OK”

1 Tap “Find”

Find looks everywhereFind looks everywhere

1 Tap “Calculator”1 Tap “Calculator” 2 Use your fingers or the stylus.

2 Use your fingers or the stylus.

Move the result elsewhere with the

Copy and Paste commands.

Move the result elsewhere with the

Copy and Paste commands.

CalculatorCalculator

ExpenseExpenseFor Windows usersFor Windows users

1 Tap “New”1 Tap “New” 2 Tap here2 Tap here 3 Choose…3 Choose…

These expenses then synchronize to an Excel spreadsheet

These expenses then synchronize to an Excel spreadsheet

Recording an expenseRecording an expense

Mail Mail For Windows usersFor Windows users

Palm works with these e-mail appsPalm works with these e-mail apps

QUALCOMM Eudora

Lotus cc:Mail

Lotus Notes Mail

Microsoft Exchange

Microsoft Mail

Microsoft Outlook 97

Microsoft Outlook Express

Microsoft Windows Messaging

Windows for WorkGroups Mail

Some Palm OS limitationsSome Palm OS limitations

• Only 15 categories for any application (plus All and Unfiled)

• 15 character maximum for category names

• Under 255 characters in any field

• Under 4,096 characters in any note or memo

• Only 15 categories for any application (plus All and Unfiled)

• 15 character maximum for category names

• Under 255 characters in any field

• Under 4,096 characters in any note or memo

QuestionsQuestions

1 In the To Do List, what does “!” mean?

2 How can you find characters in the middle of a word? For example, the “alm” in “Palm”.

3 What does Phone Lookup do?

4 How can you beam something by dragging your pen from the writing area to the top of the screen?

5 Will Find locate hidden private items?

1 In the To Do List, what does “!” mean?

2 How can you find characters in the middle of a word? For example, the “alm” in “Palm”.

3 What does Phone Lookup do?

4 How can you beam something by dragging your pen from the writing area to the top of the screen?

5 Will Find locate hidden private items?

ExercisesExercises1 Set the Memo Pad to the largest font size.

2 Make your Business Card and then beam it to someone. Change the category to “QuickList”

3 Create a noon lunch appointment that repeats every other Tuesday until the end of the year with a one-day alarm. Use Phone Lookup to add your name to the notes for this repeating lunch appointment.

4 Add a password. Lock your viewer. Remove the password.

5 Create a new category in your To Do List called “Things to buy”

1 Set the Memo Pad to the largest font size.

2 Make your Business Card and then beam it to someone. Change the category to “QuickList”

3 Create a noon lunch appointment that repeats every other Tuesday until the end of the year with a one-day alarm. Use Phone Lookup to add your name to the notes for this repeating lunch appointment.

4 Add a password. Lock your viewer. Remove the password.

5 Create a new category in your To Do List called “Things to buy”

TipsTips• To create a new item, just start writing.

• In the Date Book, tapping the date in the top-left corner briefly displays the current time.

• Tapping icons attached to items opens the dialog box for that icon.

• When the Launcher is open, tapping the Applications button switches you to the next Launcher category.

• To create a new item, just start writing.

• In the Date Book, tapping the date in the top-left corner briefly displays the current time.

• Tapping icons attached to items opens the dialog box for that icon.

• When the Launcher is open, tapping the Applications button switches you to the next Launcher category.

Palm Desktop Software for Windows

Palm Desktop Software for Windows• The four main views• Creating expense reports • Installing and deleting applications• Exporting and importing data

• The four main views• Creating expense reports • Installing and deleting applications• Exporting and importing data

Palm Desktop SoftwarePalm Desktop Software

Set up HotSync™ and define users

Switch between built-in applications with these buttons

Switch between users with this pop-up menu

Drag a name onto the Date book to create an appointment.

Date Book viewDate Book view

Quickly see today’s Date Book by clicking here

Drag & Drop a name to create an appointment

See either Address or To Do

items

Switch views

Address Book viewAddress Book view

Selected record

Full text for selected record

Change sort order

Switch category

Drag an item to paste into Word,

Excel, or the clipboard

To Do List viewTo Do List view

Red indicates past due item Edit To Do

item here

Customize To Do list view

Switch category

Memo Pad viewMemo Pad view

Change sort order

Switch category

Edit memo here

Creating an expense reportCreating an expense report

Click Expense button…

…or run the EXPREPRT.EXE application

Step 2, Enable MacrosStep 2, Enable Macros

Click here.

Step 3, Select categoryStep 3, Select category

Step 4, Click Options… Step 4, Click Options…

Click here.

Step 5, Complete fieldsStep 5, Complete fields

Step 6, Select templateStep 6, Select template

Datalist.xltDatalist.xlt

Sample1.xltSample1.xlt

Sample2.xltSample2.xlt

Sample3.xltSample3.xlt

Sample4.xltSample4.xlt

Palm folderPalm folder

Template folder

Maptable.xls

MAPTABLE.XLSMAPTABLE.XLS

Installing Palm applicationsInstalling Palm applications

Click Install button…

…or run the INSTAPP.EXE application

Complete list of items to be installed

Complete list of items to be installed

Items may be removed before HotSync

Items may be removed before HotSync

Palm Install ToolPalm Install Tool

1 Select “Category…” from the App menu

1 Select “Category…” from the App menu

2 Select Category2 Select Category

Assigning Launcher CategoriesAssigning Launcher Categories

Open the “Prefs” application and select the “Buttons” view

Open the “Prefs” application and select the “Buttons” view

Main buttons may be reassignedMain buttons may be reassigned

Tap pop-up menus & buttons

Tap pop-up menus & buttons

1 Select “Delete…” from the App menu

1 Select “Delete…” from the App menu

2 Select item to be deleted

2 Select item to be deleted

Deleting Palm applicationsDeleting Palm applications

4 Tap “Yes”4 Tap “Yes”

3 Tap “Delete…”3 Tap “Delete…”

Exporting dataExporting data

Importing dataImporting data

Import dialogImport dialog

QuestionsQuestions

1 What is the quickest way to create an appointment with someone?

2 Can you install four Palm applications during one HotSync™ synchronization?

3 How do you delete a Palm application?

4 Can five people share the same desktop software?

5 Where are the expense templates located?

1 What is the quickest way to create an appointment with someone?

2 Can you install four Palm applications during one HotSync™ synchronization?

3 How do you delete a Palm application?

4 Can five people share the same desktop software?

5 Where are the expense templates located?

ExercisesExercises1 Export three names to a file called “Bogus.csv”

Import those names into a new category called “Temp”.

2 Using the Datalist.xlt template, create an expense report for five expenses that occurred on a single day within a category called “Day Trip”.

3 Install a game onto your viewer and assign it to the “Games” category. Then delete it.

1 Export three names to a file called “Bogus.csv” Import those names into a new category called “Temp”.

2 Using the Datalist.xlt template, create an expense report for five expenses that occurred on a single day within a category called “Day Trip”.

3 Install a game onto your viewer and assign it to the “Games” category. Then delete it.

TipsTips• The quickest way to recategorize or delete

items is with the desktop software.

• Dragging an address onto the Microsoft Word icon launches a wizard that formats the address.

• To paste several items in an application into another document, Ctrl-click those items, copy, then paste into the document.

• The quickest way to recategorize or delete items is with the desktop software.

• Dragging an address onto the Microsoft Word icon launches a wizard that formats the address.

• To paste several items in an application into another document, Ctrl-click those items, copy, then paste into the document.

HotSync™ HotSync™

• Overview• Custom HotSync• File Link• Network HotSync• HotSync on the viewer

• Overview• Custom HotSync• File Link• Network HotSync• HotSync on the viewer

To synchronize with your PC, push the HotSync™ button

To synchronize with your PC, push the HotSync™ button

HotSync™ ManagerRunning on user’s PC

Conduits

ViewerViewer

Date Book

Address

To Do

Memo

E-mail in mail client

Expenses in template

Date Book

Address

To Do

Memo

E-mail in mail client

Expenses in template

Date Book

Address

To Do

Memo

E-mail

Expense

Date Book

Address

To Do

Memo

E-mail

Expense

Data on user’s PCData on user’s PC

HotSync™ synchronizationHotSync™ synchronization

Palm devices synchronize with:Palm devices synchronize with:

TCP/IP LAN or WAN

Address Book data in text format Memo data in text format

Microsoft Outlook

Symantec ACT!

Microsoft Schedule +

Netmanage ECCO Pro

Novell GroupWise

Starfish Sidekick & Internet Sidekick

Now Up-to-Date & Now Contact

Oracle InterOffice

Meeting Maker

Palm or IBM Desktop

Lotus Notes

CorelCENTRAL8

DayTimer

Franklin Ascend 97

GoldMine

Maximizer

Lotus Organizer

Palm synchs with these mail appsPalm synchs with these mail apps

QUALCOMM Eudora

Lotus cc:Mail

Lotus Notes Mail

Microsoft Exchange

Microsoft Mail

Microsoft Outlook 97

Microsoft Outlook Express

Microsoft Windows Messaging

Windows for WorkGroups Mail

Custom synchronizationCustom synchronization

… or from the HotSync™ icon in the system tray.

either from the HotSync™ menu…

Open the Custom dialogOpen the Custom dialog

phone.csvphone.csv

**

BusinessPersonalPhone

BusinessPersonalPhone

**

File Link for WindowsFile Link for Windows• Synchs to Address or Memo Pad

• File Link remembers categories

• Data updated automatically when source file is modified

• Records added or modified by the user are preserved

• Integrated into HotSync™ for third-party access

• Synchs to Address or Memo Pad

• File Link remembers categories

• Data updated automatically when source file is modified

• Records added or modified by the user are preserved

• Integrated into HotSync™ for third-party access

File Link setup – three easy stepsFile Link setup – three easy steps

Choose how often to updateChoose how often to update

Modem

User’s PC running

Network HotSync

Cradle Cradle

PC running

Network HotSync

TCP/IP LAN or WAN

Remote Access Server

Network HotSyncNetwork HotSync

Dial into your PC’s modemRemote HotSyncRemote HotSync

HotSync on the viewerHotSync on the viewer

HotSync setupHotSync setup

HotSync Phone SetupHotSync Phone Setup

Filter your mailFilter your mail1 Select “HotSync™ Options…”

from Options menu1 Select “HotSync™ Options…”

from Options menu

2 Enter filters2 Enter filters

1 Select “HotSync Options…” from Options menu.Then tap “Truncate…”

1 Select “HotSync Options…” from Options menu.Then tap “Truncate…”

2 Set maximum email message size

2 Set maximum email message size

Truncate your in-box mailTruncate your in-box mail

HotSync™ Options for MailHotSync™ Options for MailAllAll Send

onlySend only

FilterFilter UnreadUnread

QuestionsQuestions

1 How can you know whether HotSync Manager is running?

2 Which conduit synchronizes in one direction?

3 How can you open the Custom dialog box?

4 Which applications work with File Link?

5 What do you need in order to synchronize to from another PC?

1 How can you know whether HotSync Manager is running?

2 Which conduit synchronizes in one direction?

3 How can you open the Custom dialog box?

4 Which applications work with File Link?

5 What do you need in order to synchronize to from another PC?

ExercisesExercises1 Synchronize just your Address Book.

2 Create an Address Book File Link to the file “Bogus.csv” you exported earlier today from the Palm desktop software. Name the category “Bogus”.

3 Remove the “Bogus” File Link, its category and all its data.

4 For HotSync sessions using a modem, truncate mail messages to 2000 characters and only accept unread messages.

1 Synchronize just your Address Book.

2 Create an Address Book File Link to the file “Bogus.csv” you exported earlier today from the Palm desktop software. Name the category “Bogus”.

3 Remove the “Bogus” File Link, its category and all its data.

4 For HotSync sessions using a modem, truncate mail messages to 2000 characters and only accept unread messages.

TipsTips

Without the Palm Desktop software you can…

• Install Palm applications with

• Synchronize Expenses with

Without the Palm Desktop software you can…

• Install Palm applications with

• Synchronize Expenses with

Graffiti®Graffiti®

• Basic characters• Navigation• Punctuation• Special symbols• Diacritical marks• Shortcuts

• Basic characters• Navigation• Punctuation• Special symbols• Diacritical marks• Shortcuts

Write inside this boxWrite inside this box

Graffiti®Graffiti®

Graffiti® is easyGraffiti® is easy

… numbers on the right.… numbers on the right.

Letters on the left…Letters on the left…

Everything else on either sideEverything else on either side

The letters A - ZThe letters A - Z

The numbers 0 - 9The numbers 0 - 9

Graffiti® writing tips…Graffiti® writing tips…

Write large with sharp corners.Write large with sharp corners.

Start with the heavy dot.Start with the heavy dot.

Graffiti® HelpGraffiti® Help

This command shortcut opens

Graffiti help

This command shortcut opens

Graffiti help

Other character strokesOther character strokes

Caps Caps LockCaps Caps Lock

Menu command strokeMenu command stroke

“Command:” shows for a moment.“Command:” shows for a moment.

Navigation strokesNavigation strokes

Cursor Right

Cursor Right

PreviousLine or Field

PreviousLine or Field

NextLine or Field

NextLine or Field

Cursor Left

Cursor Left

PunctuationPunctuation

Punctuation Shift “dot”Punctuation Shift “dot”

More punctuationMore punctuation

Special symbolsSpecial symbols

Extended Shift “slash”Extended Shift “slash”

Diacritical marksDiacritical marks

Text ShortcutsText Shortcuts

QuestionsQuestions

1 What shows on the screen when you write / from bottom to top?

2 When can you open Graffiti help by using the command shortcut /G ?

3 How do you write a slash?

4 How do you cancel a shortcut?

5 How you turn on caps lock?

1 What shows on the screen when you write / from bottom to top?

2 When can you open Graffiti help by using the command shortcut /G ?

3 How do you write a slash?

4 How do you cancel a shortcut?

5 How you turn on caps lock?

ExercisesExercises

1 Write the following characters:

n " #

2 Create a text shortcut for your address.

3 Write the following characters:

™ ® ©

4 Using only Graffiti, write the following with as few strokes as possible:

Abcde Abcde Abcde Abcde Abcde Abcde Abcde Abcde Abcde Abcde Abcde Abcde

1 Write the following characters:

n " #

2 Create a text shortcut for your address.

3 Write the following characters:

™ ® ©

4 Using only Graffiti, write the following with as few strokes as possible:

Abcde Abcde Abcde Abcde Abcde Abcde Abcde Abcde Abcde Abcde Abcde Abcde

TipsTips• Use the Number Pad to enter phone numbers.

• A few characters have alternate strokes:

kk yy

xx vv

• See Edgar’s Graffiti Trick Tips at http://www.antioch.com.sg/edgar/graffiti.html

• Use the Number Pad to enter phone numbers.

• A few characters have alternate strokes:

kk yy

xx vv

• See Edgar’s Graffiti Trick Tips at http://www.antioch.com.sg/edgar/graffiti.html

BasicTroubleshootingBasicTroubleshooting

• Installing batteries• Soft reset• Hard reset• Semi-soft reset

• Installing batteries• Soft reset• Hard reset• Semi-soft reset

The most common problem…The most common problem…

Are the batteries installed correctly?Are the batteries installed correctly?

Soft ResetSoft Reset

Gently push a paper clip into theReset Hole

Palm “paper clip”Palm “paper clip”

Hard Reset, Step OneHard Reset, Step OneWhile holding down Power button…

… gently push a paper clip into theReset Hole

Erase all data?YES — “up” buttonNO — any other button

Hard Reset, Step TwoHard Reset, Step TwoAnswer ‘Yes’ by pressing the Scroll Up button

This clears ALL data and returns the Viewer to its factory defaults.

Then simply perform a HotSync™ synchronization to restore your data.

Ways to patch the OSWays to patch the OS

• HackMaster

• Certain applications

• HackMaster

• Certain applications

Semi-Soft ResetSemi-Soft ResetWhile holding down Scroll Up button…

… gently push a paper clip into the Reset Hole

QuestionsQuestions

1 How much of your personal data is available after a soft reset?

2 How much of your personal data is available after a hard reset?

3 What is the most common problem?

1 How much of your personal data is available after a soft reset?

2 How much of your personal data is available after a hard reset?

3 What is the most common problem?

ExercisesExercises

1 Do a soft reset.

2 Do a hard reset but cancel the last step.

1 Do a soft reset.

2 Do a hard reset but cancel the last step.

TipsTips• The cap of the metal stylus may be unscrewed

and used as a reset tool instead of a paper clip

• Use a utility to set the backup bit of any applications that you want to make certain are on the viewer.

• The cap of the metal stylus may be unscrewed and used as a reset tool instead of a paper clip

• Use a utility to set the backup bit of any applications that you want to make certain are on the viewer.

MobilityMobility• Personal• Enterprise• Personal• Enterprise

Memo

To DoAddress

Date Book

ExpenseMailCalculator

Easy core applications…Easy core applications…

… plus a world of possibilities… plus a world of possibilities

Synchronization with: • all major desktop PIMs• major LAN-based

e-mail packages

Synchronization with: • all major desktop PIMs• major LAN-based

e-mail packages

Enterprise Productivity:

• Business Information Management

• SQL Database Transactions

• Enterprise Resource Planning

• Field Force Automation

• Sales Force Automation

• Time & Resource Tracking

• Server Management

Enterprise Productivity:

• Business Information Management

• SQL Database Transactions

• Enterprise Resource Planning

• Field Force Automation

• Sales Force Automation

• Time & Resource Tracking

• Server Management

Shareware & Freeware:• Graphics• Sound• Games• plus much more…

Shareware & Freeware:• Graphics• Sound• Games• plus much more…

Data Communications: • Remote access &

synchronization• Web browsing• Internet e-mail• Paging• Faxing• Global Positioning

Systems

Data Communications: • Remote access &

synchronization• Web browsing• Internet e-mail• Paging• Faxing• Global Positioning

Systems

Groupware: • Lotus Notes• Novell GroupWise• Microsoft Exchange

Groupware: • Lotus Notes• Novell GroupWise• Microsoft Exchange

Development Tools: • Metrowerks

CodeWarrior• Conduit SDK• 3Com HDK• C, C++, Java,

Assembly, Forth, …

Development Tools: • Metrowerks

CodeWarrior• Conduit SDK• 3Com HDK• C, C++, Java,

Assembly, Forth, …

Memo

To DoAddress

Date Book

ExpenseMail

Calculator

Personal ProductivityPersonal Productivity• Data communications• Internet• Personal data• Entertainment

• Data communications• Internet• Personal data• Entertainment

CDPD wireless modem

HotSync™ cable

Two-way text pager with IR

Modem cable

Flexible data communicationsFlexible data communications

Data/fax modem

GSM adapter

Infrared

Serial portHotSync™ cradle

EthernetHotSync™ cradle(in development)

Paging card

Time & Expense TrackingTime & Expense Tracking

Iambic TimeReporterIambic TimeReporter

SpreadsheetSpreadsheetQuickSheet by Cutting Edge Software - Allows synchronization w/ MS ExcelQuickSheet by Cutting Edge Software - Allows synchronization w/ MS Excel

Business CalculatorBusiness Calculator

• Time and money calculation

• Amortization• Effective and nominal

interest rate conversion

• Time and money calculation

• Amortization• Effective and nominal

interest rate conversion

• Flexible compounding options

• investment analysis• statistics• scientific functions

• Flexible compounding options

• investment analysis• statistics• scientific functions

Financial Consultant by LandWare

Financial Consultant by LandWare

AvantGo – HTML ViewingAvantGo – HTML Viewing

PalmPilot Pager CardPalmPilot Pager Card• Compatible with all versions of the PalmPilot.

• 2MB of RAM + Motorola Flex Pager

• PageMart Wireless Service– local, national and international roaming optionslocal, national and international roaming options

• Compatible with all versions of the PalmPilot.

• 2MB of RAM + Motorola Flex Pager

• PageMart Wireless Service– local, national and international roaming optionslocal, national and international roaming options

modified memory doormodified memory door

JP Systems BeamLinkJP Systems BeamLink

• Supports SkyTel’s SkyWriter or MCI Interactive Service

• Two-way & One-way messaging

• Send/Receive Email

• Group pages and Email

• Uses Palm address book

• Supports SkyTel’s SkyWriter or MCI Interactive Service

• Two-way & One-way messaging

• Send/Receive Email

• Group pages and Email

• Uses Palm address book

Minstrel Wireless IP ModemMinstrel Wireless IP Modem

• Novatel Wireless Inc.

• Compatible with all versions of the PalmPilot.

• Bundled with POP3 client and text based web browser.

• External battery recharger.

• CDPD wireless technology.

• Compatible with most ISPs.

• Novatel Wireless Inc.

• Compatible with all versions of the PalmPilot.

• Bundled with POP3 client and text based web browser.

• External battery recharger.

• CDPD wireless technology.

• Compatible with most ISPs.

Option GSM AdapterOption GSM Adapter• GSM phone adapter for Palm

devices

• Supports over 40 mobile phones including Ericsson, Nokia, AT&T and Sony

• Supports remote HotSync, Smartcode products - HandStamp, HandFax & HandWeb

• SMS support with Handphone application

• GSM phone adapter for Palm devices

• Supports over 40 mobile phones including Ericsson, Nokia, AT&T and Sony

• Supports remote HotSync, Smartcode products - HandStamp, HandFax & HandWeb

• SMS support with Handphone application

HandStamp ProHandStamp Pro

• POP3/SMTP Mail Client

• Send/Receive Internet Mail

• Access corporate POP3 message store– Lotus DominoLotus Domino– MS ExchangeMS Exchange

• Filtering, folders

• Message pre-select before download

• POP3/SMTP Mail Client

• Send/Receive Internet Mail

• Access corporate POP3 message store– Lotus DominoLotus Domino– MS ExchangeMS Exchange

• Filtering, folders

• Message pre-select before download

HandFaxHandFax

• Sends MemoPad documents

• Looks up names and phone numbers in address book

• Customizable cover pages

• Compatible w/ Class 2/20 fax machines

• Works w/ Palm modem or Option GSM adapter

• Sends MemoPad documents

• Looks up names and phone numbers in address book

• Customizable cover pages

• Compatible w/ Class 2/20 fax machines

• Works w/ Palm modem or Option GSM adapter

HandWebHandWeb

• Works with any ISP

• Compatible with most search engines and fill-in forms

• Stores pages for off-line browsing

• May be used with Proxy servers

• No frame support

• Works with any ISP

• Compatible with most search engines and fill-in forms

• Stores pages for off-line browsing

• May be used with Proxy servers

• No frame support

GamesGames

MusicMusic

LanguagesLanguages

GraphicsGraphics

Document ViewersDocument Viewers

DatabaseDatabase

Clocks & AlarmsClocks & Alarms

EnterpriseProductivityEnterpriseProductivity• Business information management• SQL database transactions• Enterprise resource planning• Field force automation

• Business information management• SQL database transactions• Enterprise resource planning• Field force automation

®

Business Information ManagementBusiness Information ManagementSolution

• Lotus Notes plusMicrosoft Outlook, Netscape Communicator

• Various conduits

• Palm Computing Platform

Benefit

• Improved teamwork and employee productivity by enabling group scheduling and mobile access to personal information

Solution

• Lotus Notes plusMicrosoft Outlook, Netscape Communicator

• Various conduits

• Palm Computing Platform

Benefit

• Improved teamwork and employee productivity by enabling group scheduling and mobile access to personal information

®

SQL Database Transactions SQL Database Transactions

• Complete Oracle Lite database.

• Many applications can access the database.

• Users can use a variety of tools to write applications.

• Synchronizes with Oracle back end.

• Complete Oracle Lite database.

• Many applications can access the database.

• Users can use a variety of tools to write applications.

• Synchronizes with Oracle back end.

• Compact database solution.

• Optimized for a single application.

• Users must use Sybase tools to write applications.

• Synchronizes with Sybase back end.

• Compact database solution.

• Optimized for a single application.

• Users must use Sybase tools to write applications.

• Synchronizes with Sybase back end.

Enterprise Resource PlanningEnterprise Resource Planning

Field Force AutomationField Force AutomationSolution

• Remedy Action Request System

• Palm Computing Platform

• Pendragon Forms

Benefit

• Improved productivity and responsiveness while reducing variable costs by enabling remote field access to corporate work ticket solution

Solution

• Remedy Action Request System

• Palm Computing Platform

• Pendragon Forms

Benefit

• Improved productivity and responsiveness while reducing variable costs by enabling remote field access to corporate work ticket solution

Q&AQ&A

http://www.palm.comhttp://www.palm.comhttp://www.palm.comhttp://www.palm.com© 1999 3Com - Palm Computing. All rights reserved.© 1999 3Com - Palm Computing. All rights reserved.

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