Creating a user profile, To create a user profile | 3Com TRGpro

Creating a user profile

If you use the File Link feature to configure several handheld computers with specific information (such as a company phone list) before distributing them to their actual users, you can create a user profile to load the data into an handheld computer without associating that data with a user name. The User Profile feature is designed only for the first-time HotSync operation, before you assign a User ID to a particular handheld computer.

To create a user profile:

1.Open Palm Desktop software.

2.From the Tools menu, choose Users.

3.Click Profiles.

4.Click New.

5. Enter a unique name for the profile, and click OK.

6.Repeat steps 3 and 4 for each profile that you want to create, and then click OK to return to Palm Desktop software.

7.Select the profile from the User list and create the data for the profile (e.g., company phone list, etc.).

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Advanced HotSync® Operations

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Contents

Handbook for the TRGpro Handheld Computer Palm Desktop Software CopyrightDisclaimer and Limitation of Liability Contents Chapter Managing Your Applications 115 143 Setting Preferences for Your Handheld Computer 215 Warranty and Other Product InformationAppendix a Appendix BPage About This Book Page Getting to know your handheld computer What is a TRGpro handheld computer?Chapter Minimum requirements Upgrade informationSystem requirements Optional equipment TRGpro components Locating front panel controls Using the backlight Protective flip cover Locating back panel components Installing the batteries To install the batteries Tapping and typing Tap with the stylus to get things done Icons Abc Elements of the handheld computer interfaceMenu bar Next Opening applicationsScroll bar Previous To open the menu bar Using menusTo open an application Graffiti menu commands Choosing a menu Displaying online tips CommandThree ways to enter data To display an online tip Onscreen keyboard Graffiti writing To open Memo Pad Using Palm Desktop software Importing data To set the current time Customizing your handheld computerTo open the Preferences screens To set the current date To set the volume levelPalm Desktop software With Palm Desktop software, you can do the following To connect the cradle Connecting the cradleInstalling Palm Desktop software Using your handheld computer with another PIM To install Palm Desktop software Introduction to Your TRGpro Handheld Computer Using Graffiti writing to enter data Writing Graffiti characters To write Graffiti letters Graffiti tips Graffiti alphabet Letter Writing capital letters Writing numbers Graffiti numbers Writing punctuation marks Writing symbols and extended characters Additional Graffiti punctuation Additional non-English characters Writing accented charactersAccent strokes Move cursor right Move cursor left Navigation strokesGraffiti ShortCuts Next Field Address Book only Entry ShortCut To use the onscreen keyboard Using the onscreen keyboardUsing your personal computer keyboard Importing data To import data Chapter Entering Data in Your Handheld Computer Selecting applications Using the Applications LauncherSwitching between applications Categorizing applications To display applications by category Changing the Applications Launcher displayTo categorize an application To change preferences for an application Choosing preferencesTo change the Applications Launcher display To install add-on software on your handheld computer Installing and removing applicationsInstalling add-on applications Chapter Installing games To remove an add-on application Removing applicationsRemoving Palm Desktop software To remove Palm Desktop software CD if you want to synchronize data with another PIM Security Assigning a passwordTo assign a password Security, you can do the following Locking your handheld computer Changing or deleting a passwordTo change or delete your password To delete a forgotten password Recovering from a forgotten passwordTo lock your handheld computer with a password Managing Your Applications Using Your Basic Applications Date Book, you can do the following Overview of basic applicationsDate Book To open Date Book To open Address Book Address BookAddress Book, you can do the following To open To Do List To Do ListTo Do List, you can do the following Memo Pad, you can do the following Memo PadCalculator Calculator, you can do the following To open Calculator ExpenseExpense, you can do the following To open Expense Editing records Common tasksCreating records To create a record Entering text Edit menu Keyboard Deleting recordsOther ways to delete records Graffiti Help To purge records Purging recordsExchanging and updating data HotSync operations Performing a HotSync operation for the first time To perform a local HotSync operation HotSync button Default categories Categorizing records To move a record into a category To display a category of records To define a new category To rename a category Using Your Basic Applications Finding records Looking up Address Book records To use Find Using FindTo look up an Address Book record Using Phone Lookup To use Phone Lookup To add names to an Expense record Phone Lookup tipsLooking up names to add to expense records To sort records in Address Book and Memo Pad Sorting lists of recordsTo sort records in To Do List and Expense Making records private Hiding private records To hide private records To display private records To attach a note to a record Attaching notesTo make a record private To review or edit a note Choosing fonts To change the font style To schedule an event for the current day Application-specific tasksScheduling an event Tap the time of an event To schedule an event for another day To schedule an untimed event Rescheduling an event Setting an alarm for an eventTo set an alarm for an event To reschedule an event Scheduling repeating or continuous events To schedule a repeating or continuous event Changing the Date Book view To cycle through Day, Week, and Month views To display the current time To display the Week View Spotting event conflicts Working in Month View Date Book menus, preferences, and display options Record menu Options menu Chapter Preferences Book Creating an Address Book entry To create a new Address Book entry To select other types of phone numbers in an entry Selecting types of phone numbersNext Field Changing Address Entry details To open the Address Entry Details dialog box Options menus Address Book menusRecord menus Book Setting priority To create a To Do List item To set the priority of a To Do List item Checking off a To Do List itemChanging To Do List item details To check off a To Do List item Setting a due date To Do Show Options Show Priorities To Do List menusShow Due Dates Categories Reviewing memos To create a new memo Memo Pad menus To review a memo Pad Recent Calculations To display recent calculations Calculator Calculator menusAbout To create an Expense item To change the date of an Expense item Changing the date of an Expense itemEntering receipt details To open the Receipt Details dialog box Customizing the Currency pick list Defining a custom currency symbol To define a custom currency symbol Show Options Transferring your data to Microsoft Excel Creating or printing an expense report To create or print an expense report Using expense report templates Chapter Record menu To view your expense data using a Microsoft Excel templateExpense menus Options menu Using Your Basic Applications Communicating Using Your Handheld Computer Mail, you can do the following Setting up Mail on the desktopTo set up Mail To select HotSync options Viewing e-mail items Synchronizing Mail with your e-mail applicationOpening the Mail application on your handheld com- puter To close an e-mail item Displaying full header informationTo open 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 Looking up an address To look up an e-mail address Adding details to e-mail items To set a priority for your e-mail item Setting a prioritySending a blind carbon copy To add a BCC field to your e-mail item Adding a signature to your e-mail item To create a signature Requesting confirmations Storing e-mail to be sent laterEditing unsent e-mail Draft e-mail To retrieve an e-mail item To edit an e-mail item saved as a draft Filing e-mailTo save an e-mail item as a draft To file e-mail To remove e-mail from the Filed folder Deleting e-mailRemoving e-mail from the Deleted folder To delete e-mail Folders Purging deleted e-mailMessage List options Date column Sorting the Message List All HotSync optionsTo open the HotSync Options dialog box Filter Creating special filtersSend Only Unread Ignoring or receiving e-mail Defining filter strings To retrieve high-priority e-mail items High-priority e-mailTo define a filter string Truncating e-mail items To truncate e-mail items Mail menus Message menus To beam a record, business card, or category of records Beaming informationTo select a business card To receive beamed information Tips on beaming informationTo beam an application Communicating Using Your Handheld Computer Selecting HotSync setup options To set the HotSync options Available only When PalmAlways available Desktop software Serial Port Speed Customizing HotSync application settings To customize HotSync application settings Chapter Conducting a HotSync operation via modem Preparing your personal computer Modem Setup StringPreparing your handheld computer Advanced HotSync Operations To change the Conduit Setup for a modem HotSync operation Selecting the conduits for a modem HotSync operation Performing a HotSync operation via a modem Connecting to your company’s dial-in serverConducting a HotSync operation via a network To perform a modem HotSync operation To prepare your computer for a network HotSync operation Conducting a HotSync operation via infrared communication To prepare your organizer for a network HotSync operation Preparing your personal computer for infrared communication To install a Windows 95 infrared driver To check the ports used for infrared communication Performing an IR HotSync operation To perform an IR HotSync operation Returning to cradle HotSync operations To return to cradle HotSync operations Frequently asked questions about IR HotSync operations Problem Solution Using File Link Creating a user profile To create a user profile To use a profile for the first-time HotSync operation Advanced HotSync Operations Viewing preferences Preferences screens, you can do the following To change the Buttons preferences Buttons preferencesPen preferences Turn Off & Lock To change the Pen preferencesBacklight Beam Data Digitizer preferencesHotSync buttons preferences To change the HotSync buttons preferences Formats preferences Country defaultTo set the country default Time, date, week start, and numbers formats General preferences Auto-off delayTo set the Auto-off delay Volume level and System, Alarm, and Game Sounds System, alarm, and game soundsTo set the system and alarm sounds To unlock the Owner Preferences screen Owner preferencesTo enter the Owner preferences To create a ShortCut ShortCuts preferencesCreating a ShortCut To edit a ShortCut Editing a ShortCutDeleting a ShortCut To delete a ShortCut Creating new configurations Connection preferences Connection/Network Preferences Examples Example a connection for remote IR HotSync operations To create an IrCOMM to Modem connection To prepare the HotSync Manager for a modem HotSync operation To perform the HotSync operation Selecting a service Network preferences and TCP/IP software To enter a user name To select a serviceEntering a user name Entering a password To enter a password To enter your server phone number Adding telephone settingsEntering a prefix To enter a prefix To disable Call WaitingDisabling Call Waiting Using a calling card To use a calling card To add a new service template Connecting to your serviceCreating additional service templates To duplicate an existing service template To set the Idle timeout Adding detailed information to a service templateIdle timeout To select a connection type Defining primary and secondary DNS To enter a primary and secondary DNS To enter a permanent IP address IP addressTo identify dynamic IP addressing Creating a login script Token-based authentication systems To create a login script Plug-in applications Wait For PasswordDelay Send Prompt Command set queryDNSGet IP End Deleting a service template To delete a service template Service menu Options menu Network preferences menu commandsTCP/IP troubleshooting Displaying expanded Service Connection Progress messages Adding a DNS number To view the Network Log CompactFlash, CFpro, and CFBackup CompactFlash CF Cards CF Memory Cards, CFpro, and CFBackup Recommended CF Cards TRGpro Examples Removing a CF Memory Card Inserting and Removing Memory CardsInserting a CF memory card CompactFlash, CFpro, and CFBackup CFpro, you can do the following CFproCFpro menus, preferences, and options To launch CFpro Preferences Tools menu Copy to CF as Example Copying files using CFproCopy to CF Move to CF Chapter CFpro Notes Using a CF Card with your Personal Computer To launch CFBackup CFBackupCFBackup, you can do the following To restore your data CF Modem Cards Conducting a HotSync operation via CF modem Inserting a CF modem card Check your connection preferences Chapter To perform the CF Modem HotSync operation Chapter CompactFlash, CFpro, and CFBackup Appendix a Caring for your handheld computer Battery considerations To perform a soft reset Resetting your handheld computerPerforming a soft reset To restore your data after a hard reset Performing a hard resetTo perform a hard reset Appendix a Maintaining Your Handheld Computer Appendix B Software installation problemsProblem Operating problems Tapping and writing problems Application problems Appendix B HotSync problems Appendix B Frequently Asked Questions Appendix B Beaming problems Password problems Technical support To find information about your TRGpro system Carriage return and line feed Appendix CUse of char 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 FCC Statement Canadian RFI Statement Declaration of Conformity Index Index Index Index Index Index Index See also Deleting Index Index