Using File Link | 3Com TRGpro guide

My handheld computer appears to freeze when I place it near my computer.

Move your handheld computer away from the computer’s infrared port.

Using File Link

The File Link feature enables you to import Address Book and Memo Pad information onto your handheld computer from a separate external file such as a company phone list. HotSync Manager stores the data in a separate category on your Palm Desktop software and your handheld computer. You can configure the File Link feature to check for changes to the external file when you perform a HotSync operation.

With File Link, you can import data stored in any of the following formats:

■Comma delimited (.csv)

■Tab delimited (.tsv)

■Memo Pad archive (.mpa)

■Address Book archive (.aba)

■Text (.txt)

For information on how to set up a file link, see the Palm Desktop online Help.

Chapter 6

Page 161

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3Com TRGpro manual Using File Link

Contents

Handbook for the TRGpro Handheld Computer Disclaimer and Limitation of Liability CopyrightPalm Desktop Software Contents Chapter Managing Your Applications 143 115 Setting Preferences for Your Handheld Computer Appendix a Warranty and Other Product Information215 Appendix BPage About This Book Page Chapter What is a TRGpro handheld computer?Getting to know your handheld computer System requirements Upgrade informationMinimum requirements Optional equipment Locating front panel controls TRGpro components Using the backlight Protective flip cover Locating back panel components To install the batteries Installing the batteries Tap with the stylus to get things done Tapping and typing Menu bar Elements of the handheld computer interfaceIcons Abc Scroll bar Opening applicationsNext Previous To open an application Using menusTo open the menu bar Choosing a menu Graffiti menu commands Three ways to enter data CommandDisplaying online tips To display an online tip Graffiti writing Onscreen keyboard To open Memo Pad Importing data Using Palm Desktop software To open the Preferences screens Customizing your handheld computerTo set the current time Palm Desktop software To set the volume levelTo set the current date With Palm Desktop software, you can do the following Installing Palm Desktop software Connecting the cradleTo connect the cradle To install Palm Desktop software Using your handheld computer with another PIM Introduction to Your TRGpro Handheld Computer Writing Graffiti characters Using Graffiti writing to enter data To write Graffiti letters Graffiti tips Letter Graffiti alphabet Writing numbers Writing capital letters Writing punctuation marks Graffiti numbers Additional Graffiti punctuation Writing symbols and extended characters Accent strokes Writing accented charactersAdditional non-English characters Graffiti ShortCuts Navigation strokesMove cursor right Move cursor left Next Field Address Book only Entry ShortCut Using your personal computer keyboard Using the onscreen keyboardTo use the onscreen keyboard To import data Importing data Chapter Entering Data in Your Handheld Computer Switching between applications Using the Applications LauncherSelecting applications Categorizing applications To categorize an application Changing the Applications Launcher displayTo display applications by category To change the Applications Launcher display Choosing preferencesTo change preferences for an application Installing add-on applications Installing and removing applicationsTo install add-on software on your handheld computer Chapter Installing games Removing Palm Desktop software Removing applicationsTo remove an add-on application To remove Palm Desktop software CD if you want to synchronize data with another PIM To assign a password Assigning a passwordSecurity Security, you can do the following To change or delete your password Changing or deleting a passwordLocking your handheld computer To lock your handheld computer with a password Recovering from a forgotten passwordTo delete a forgotten password Managing Your Applications Using Your Basic Applications Date Book Overview of basic applicationsDate Book, you can do the following To open Date Book Address Book, you can do the following Address BookTo open Address Book To Do List, you can do the following To Do ListTo open To Do List Calculator Memo PadMemo Pad, you can do the following Calculator, you can do the following Expense, you can do the following ExpenseTo open Calculator To open Expense Creating records Common tasksEditing records To create a record Edit menu Entering text Other ways to delete records Deleting recordsKeyboard Graffiti Help Exchanging and updating data HotSync operations Purging recordsTo purge records To perform a local HotSync operation Performing a HotSync operation for the first time HotSync button Categorizing records Default categories To display a category of records To move a record into a category To rename a category To define a new category Using Your Basic Applications Looking up Address Book records Finding records To look up an Address Book record Using FindTo use Find To use Phone Lookup Using Phone Lookup Looking up names to add to expense records Phone Lookup tipsTo add names to an Expense record To sort records in To Do List and Expense Sorting lists of recordsTo sort records in Address Book and Memo Pad Hiding private records Making records private To display private records To hide private records To make a record private Attaching notesTo attach a note to a record To review or edit a note To change the font style Choosing fonts Scheduling an event Application-specific tasksTo schedule an event for the current day Tap the time of an event To schedule an event for another day To schedule an untimed event To set an alarm for an event Setting an alarm for an eventRescheduling an event To reschedule an event To schedule a repeating or continuous event Scheduling repeating or continuous events To cycle through Day, Week, and Month views Changing the Date Book view To display the Week View To display the current time Spotting event conflicts Working in Month View Record menu Options menu Date Book menus, preferences, and display options Chapter Book Preferences To create a new Address Book entry Creating an Address Book entry Next Field Selecting types of phone numbersTo select other types of phone numbers in an entry To open the Address Entry Details dialog box Changing Address Entry details Record menus Address Book menusOptions menus Book To create a To Do List item Setting priority Changing To Do List item details Checking off a To Do List itemTo set the priority of a To Do List item To check off a To Do List item Setting a due date To Do Show Options Show Due Dates To Do List menusShow Priorities Categories To create a new memo Reviewing memos To review a memo Memo Pad menus Pad To display recent calculations Recent Calculations About Calculator menusCalculator To create an Expense item Entering receipt details Changing the date of an Expense itemTo change the date of an Expense item To open the Receipt Details dialog box Customizing the Currency pick list To define a custom currency symbol Defining a custom currency symbol Transferring your data to Microsoft Excel Show Options To create or print an expense report Creating or printing an expense report Using expense report templates Chapter Expense menus To view your expense data using a Microsoft Excel templateRecord menu Options menu Using Your Basic Applications Communicating Using Your Handheld Computer To set up Mail Setting up Mail on the desktopMail, you can do the following To select HotSync options Opening the Mail application on your handheld com- puter Synchronizing Mail with your e-mail applicationViewing e-mail items To open an e-mail item Displaying full header informationTo close an e-mail item To display full header information Creating e-mail items To create an e-mail item To reply to an e-mail item To look up an e-mail address Looking up an address Adding details to e-mail items Sending a blind carbon copy Setting a priorityTo set a priority for your e-mail item To add a BCC field to your e-mail item To create a signature Adding a signature to your e-mail item Editing unsent e-mail Storing e-mail to be sent laterRequesting confirmations To retrieve an e-mail item Draft e-mail To save an e-mail item as a draft Filing e-mailTo edit an e-mail item saved as a draft To file e-mail Removing e-mail from the Deleted folder Deleting e-mailTo remove e-mail from the Filed folder To delete e-mail Message List options Purging deleted e-mailFolders Sorting the Message List Date column To open the HotSync Options dialog box HotSync optionsAll Send Only Creating special filtersFilter Unread Ignoring or receiving e-mail Defining filter strings To define a filter string High-priority e-mailTo retrieve high-priority e-mail items To truncate e-mail items Truncating e-mail items Message menus Mail menus To select a business card Beaming informationTo beam a record, business card, or category of records To beam an application Tips on beaming informationTo receive beamed information Communicating Using Your Handheld Computer To set the HotSync options Selecting HotSync setup options Always available When PalmAvailable only Desktop software Speed Serial Port To customize HotSync application settings Customizing HotSync application settings Chapter Preparing your personal computer Conducting a HotSync operation via modem Preparing your handheld computer Setup StringModem Advanced HotSync Operations Selecting the conduits for a modem HotSync operation To change the Conduit Setup for a modem HotSync operation Conducting a HotSync operation via a network Connecting to your company’s dial-in serverPerforming a HotSync operation via a modem To perform a modem HotSync operation To prepare your computer for a network HotSync operation To prepare your organizer for a network HotSync operation Conducting a HotSync operation via infrared communication Preparing your personal computer for infrared communication To install a Windows 95 infrared driver To check the ports used for infrared communication To perform an IR HotSync operation Performing an IR HotSync operation To return to cradle HotSync operations Returning to cradle HotSync operations Problem Solution Frequently asked questions about IR HotSync operations Using File Link To create a user profile Creating a user profile To use a profile for the first-time HotSync operation Advanced HotSync Operations Preferences screens, you can do the following Viewing preferences Pen preferences Buttons preferencesTo change the Buttons preferences Backlight To change the Pen preferencesTurn Off & Lock HotSync buttons preferences Digitizer preferencesBeam Data To change the HotSync buttons preferences To set the country default Country defaultFormats preferences Time, date, week start, and numbers formats To set the Auto-off delay Auto-off delayGeneral preferences To set the system and alarm sounds System, alarm, and game soundsVolume level and System, Alarm, and Game Sounds To enter the Owner preferences Owner preferencesTo unlock the Owner Preferences screen Creating a ShortCut ShortCuts preferencesTo create a ShortCut Deleting a ShortCut Editing a ShortCutTo edit a ShortCut To delete a ShortCut Connection preferences Creating new configurations Example a connection for remote IR HotSync operations Connection/Network Preferences Examples To create an IrCOMM to Modem connection To prepare the HotSync Manager for a modem HotSync operation To perform the HotSync operation Network preferences and TCP/IP software Selecting a service Entering a user name To select a serviceTo enter a user name To enter a password Entering a password Entering a prefix Adding telephone settingsTo enter your server phone number Disabling Call Waiting To disable Call WaitingTo enter a prefix To use a calling card Using a calling card Creating additional service templates Connecting to your serviceTo add a new service template To duplicate an existing service template Idle timeout Adding detailed information to a service templateTo set the Idle timeout To select a connection type To enter a primary and secondary DNS Defining primary and secondary DNS To identify dynamic IP addressing IP addressTo enter a permanent IP address Token-based authentication systems Creating a login script Plug-in applications To create a login script Delay PasswordWait For Send Get IP Command set queryDNSPrompt End To delete a service template Deleting a service template TCP/IP troubleshooting Network preferences menu commandsService menu Options menu Displaying expanded Service Connection Progress messages To view the Network Log Adding a DNS number CompactFlash CF Cards CompactFlash, CFpro, and CFBackup Recommended CF Cards TRGpro Examples CF Memory Cards, CFpro, and CFBackup Inserting a CF memory card Inserting and Removing Memory CardsRemoving a CF Memory Card CompactFlash, CFpro, and CFBackup CFpro menus, preferences, and options CFproCFpro, you can do the following To launch CFpro Preferences Tools menu Copy to CF Example Copying files using CFproCopy to CF as Move to CF Chapter CFpro Notes Using a CF Card with your Personal Computer CFBackup, you can do the following CFBackupTo launch CFBackup To restore your data Conducting a HotSync operation via CF modem CF Modem Cards Check your connection preferences Inserting a CF modem card Chapter To perform the CF Modem HotSync operation Chapter CompactFlash, CFpro, and CFBackup Caring for your handheld computer Appendix a Battery considerations Performing a soft reset Resetting your handheld computerTo perform a soft reset To perform a hard reset Performing a hard resetTo restore your data after a hard reset Appendix a Maintaining Your Handheld Computer Problem Software installation problemsAppendix B Operating problems Tapping and writing problems Application problems Appendix B HotSync problems Appendix B Frequently Asked Questions Appendix B Beaming problems Password problems To find information about your TRGpro system Technical support Use of char Appendix CCarriage return and line feed Literal characters Warranty and Other Product Information Page Warranty and Other Product Information TRG Products End User Software License Agreement Warranty and Other Product Information Page Canadian RFI Statement FCC Statement Declaration of Conformity Index Index Index Index Index Index Index See also Deleting Index Index