3Com TRGpro Creating a user profile

Page162 Advanced HotSync®O perations

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 thatd atawith a user name. The User Profile feature is

designedonly for th e first-time HotSync operation, before you assign

aUser ID to a particular handheld computer.

Tocreateauserprofile:

1. Open Palm Desktop software.

2. Fromthe Tools menu, choose Users.

3. Click Profiles.

4. Click New.

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

6. Repeatsteps 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 phoneli st, etc.).

Contents

Main Page ii Copyright Disclaimer and Limitation of Liability Palm Desktop Software Contents Page Page Page Page Page About This Book Page Chapter 1 Introduction to Your TRGproHandheld Computer Getting to know your handheld computer What is a TRGpro handheld computer? System requirements Minimum requirements Optional equipment Upgrade information TRGpro components Locating front panel controls Using the backlight Page Locating back panel components Installing the batteries Tapping and typing Tap with the stylus to get things done Elements of the handheld computer interface Opening applications Using menus Choosing a menu Graffiti menu commands Displaying online tips Three ways to enter data Onscreen keyboard Graffiti writing Page Using Palm Desktop software Importing data Customizing your handheld computer Palm Desktop software With Palm Desktop software, you can do the following: Connecting the cradle Installing Palm Desktop software Using your handheld computer with another PIM Page Chapter 2 Entering Data in Your Handheld Computer Using Graffiti writing to enter data Writing Graffiti characters Page Graffiti tips The Graffiti alphabet Writing capital letters Writing numbers Graffiti numbers Writing punctuation marks Additional Graffiti punctuation Writing symbols and extended characters @#%^ &*<>+ = | \ { }[ ]~` ;: " tab Writing accented characters Accent strokes cae =e Navigation strokes Graffiti ShortCuts Page Using the onscreen keyboard Using your personal computer keyboard Importing data Page Page Chapter 3 Managing Your Applications Using the Applications Launcher Selecting applications Switching between applications Categorizing applications Changing the Applications Launcher display Choosing preferences Installing and removing applications Installing add-on applications Page Installing games Removing applications Removing Palm Desktop software Page Security In Security, you can do thefoll owing: Assigning a password Changing or deleting a password Locking your handheld computer Recovering from a forgotten password Page Chapter 4 Using Your Basic Applications Overview of basic applications Date Book In Date Book, you can do the following: Address Book In Address Book, youc an dothe following: To Do List In To Do List, you can do the following: Memo Pad In Memo Pad, you can do thef ollowing: Calculator In Calculator, you can do the following: Expense In Expense, you can do the following: Common tasks Creating records Editing records Entering text Edit menu Deleting records Other ways to delete records Purging records Exchanging and updating data: HotSync operations Performing a HotSync operation for the first time Page Categorizing records Default categories Page Page Page Finding records Looking up Address Book records UsingFind Using PhoneLookup Phone Lookup tips Lookingupnamestoaddtoexpenserecords Sorting lists of records Making records private Hiding private records Page Attaching notes Choosing fonts Application-specific tasks Date Book Scheduling an event Page Page Page Rescheduling an event Setting an alarm for an event Scheduling repeating or continuousevents Changing the Date Bookv iew Page Spotting event conflicts Working in Month View Page Page Page Address Book Creating an Address Book entry Selectingtypes of phone numbers Changing Address Entry details Address Book menus Record menus Optionsmenus Page To Do List Setting priority Checking off a To Do List item Changing To Do List item details Setting a due date To Do Show Options Page Memo Pad Reviewing memos Memo Padmenus Record menus Optionsmenus Page Calculator RecentCalculations Page Expense Changing the date of an Expense item Entering receipt details Customizing the Currency pick list Defining a custom currency symbol Show Options Transferring your data to Microsoft Excel Creating or printing an expense report Using expense report templates Page Expense menus Record menu Page Page Chapter 5 Communicating Using Your Handheld Computer Managing desktop e-mail away from your desk In Mail, you can do the following: Setting up Mail on the desktop Page Synchronizing Mail with your e-mail application Opening the Mail application on your handheld com- puter Viewing e-mail items Displaying full header information Page Page Page Looking up an address Adding details to e-mail items Setting a priority Sending a blind carbon copy Adding a signature to your e-mail item Requesting confirmations Storing e-mail to be sent later Editing unsent e-mail Draft e-mail Filing e-mail Deleting e-mail Removing e-mail from the Deleted folder Purging deleted e-mail Message List options Folders Date column Sorting the Message List HotSync options Creating special filters Ignoring or receiving e-mail Definingfilter strings High-priority e-mail Truncating e-mail items Mail menus Message menus Options menus Beaming information Tips on beaming information Page Chapter 6 Advanced HotSyncOperations Selecting HotSync setup options Page Page Customizing HotSync application settings Page Conducting a HotSync operation via modem Preparing your handheld computer Page Selecting the conduits for a modem HotSyncoperation Performing a HotSync operation via a modem Conducting a HotSync operation via a network Connecting to your companys dial-in server Page Conducting a HotSync operation via infrared communication for infrared communication Page Page Configuring HotSync Manager for infrared communication Performing an IR HotSync operation Returning to cradle HotSync operations Frequently asked questions about IR HotSync operations Using File Link Creating a user profile Page Page Chapter 7 Setting Preferences for Your Handheld Computer In the Preferences screens, you can do thefo llowing: Viewing preferences Buttons preferences Pen preferences Page HotSync buttons preferences Digitizer preferences Formats preferences Country default Time, date, week start, and numbersformats General preferences Auto-off delay System, alarm, and game sounds Owner preferences ShortCuts preferences Creating a ShortCut Editing a ShortCut Deleting a ShortCut Connection preferences Creating new configurations Connection/Network Preferences Examples Example: A connection for remote IR HotSync operations Page Page Page Network preferences and TCP/IP software Selecting a service Entering a user name Entering a password Adding telephone settings Entering a prefix Disabling Call Waiting Using a calling card Connecting to your service Creating additional service templates Adding detailed information to a service template Idle timeout Definingprimary and secondary DNS IP address Creating a login script Token-based authentication systems Plug-in applications Page command: set queryDNS Deleting a service template Network preferences menu commands Service menu TCP/IP troubleshooting Displaying expanded Service Connection Progress messages Viewingthe Network Log Addinga DNS number Chapter 8 CompactFlash, CFpro, and CFBackup CompactFlash (CF) Cards Recommended CF Cards TRGpro Examples CF Memory Cards, CFpro, and CFBackup Inserting and Removing Memory Cards Inserting a CF memory card Removing a CF Memory Card Page CFpro In CFpro,you can do the following: To launch CFpro: CFpro menus, preferences, and options Preferences Edit menu Tools menu Example: Copying files using CFpro Page CFpro Notes Using a CF Card with your Personal Computer CFBackup In CFBackup, you can do the following: To launch CFBackup: To back up your data: To restore your data: CF Modem Cards Conducting a HotSync operation via CF modem Preparing your handheld computer Inserting a CF modem card Page Page Page Page Appendix A Maintaining Your Handheld Computer Caring for your handheld computer Battery considerations Resetting your handheld computer Performing a soft reset Performing a hard reset Page Page Appendix B Frequently Asked Questions Software installation problems Operating problems Tapping and writing problems Application problems Page HotSync problems Page Page Page Beaming problems Password problems Technical support Appendix C Non-ASCII Characters for Login Scripts Use of ^char Carriage return and line feed Page Warrantyand Other Product Information Page235 Warranty and Other Product Information TRG Products Limited Warranty Page236 Warrantyand Other Product Information Page237 Page238 TRG Products End User Software License Agreement Warrantyand Other Product Information Page239 Page240 Warrantyand Other Product Information Page241 FCC Statement Note: Canadian RFI Statement DECLARATION OF CONFORMITY SupplementaryInformation: None Index A B C D E F G H I K L M N O P R S T U V W X