Creating a user profile, To create a user profile

Creating a user profile

If you need to configure several Palm OS® phones 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 a phone 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 phone.

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

Online User’s Guide Warranty and License Agreement CopyrightDisclaimer and limitation of liability Software download available Contents Applications Overview Application-Specific Tasks Setting Preferences for Your Phone Advanced HotSync Operations Troubleshooting Tips Introduction to Your PCS Phone Handspring Treo Introduction to Your PCS Phone Handspring Treo 300 What is a PCS Treo 300? Sold separately MB RAM memorySystem requirements Minimum requirements Upgrade information To upgrade Each device must have a unique name Rocker switch Contrast PCS Treo 300 componentsLocating front panel controls Speaker Option key Microphone Scroll buttons Speaker Functions as the earpiece on your PCS Treo Antenna Stylus LED Power button IR port Ringer switchLocating top panel controls Green = Fully charged Double-blink red Locating back panel components Plug the travel charger into a wall outlet Charging the batteryTo charge the battery with the travel charger Press the power button twice in quick succession Turning your PCS Treo 300 on and off Adjusting the display To adjust the displayPress Option Type the letter Q Press Space to finish Using the stylus to get things done Menu bar Command buttons Pick list Check boxElements of the phone interface Scroll bar Moving around the screen Customizing your phone Tap an item with the stylusTo move around the screen do one of the following Displaying online tips Tap the Preferences category you want to view Hold Option and press Return to finishTo open the Preferences screens To automatically set the current date and time Tap the up or down arrows to change the hour Tap AM or PM Hold Option and press Return to finishTap the Set Date box Tap here To use the headset Using the headsetPlace the speaker in your ear Connecting the HotSync cable To connect the HotSync cable Using desktop software Serial cable and port Using your phone with Palm Desktop software To install Palm Desktop softwarePrint data from your desktop software on any printer Connect the HotSync cable. See page 19 for instructions Using your phone with Microsoft Outlook To install Palm MailSelect Mail Setup under Programs/Handspring or Palm on Windows Start menu Entering Data in Your Phone Entering Data in Your Phone Type the letter you want to capitalize Using the PCS Treo 300 keyboardPress Shift Press Backspace to cancel it Press the key where the number or symbol appears in bluePress Shift twice Press Option Typing accented characters To enter accented charactersTyping extended characters To enter extended characters ~ † ‡ Using menus Navigation keystrokes Keyboard shortcut menu commands To use the menu bar Using text ShortCuts Your phone includes the following predefined ShortCuts Using the onscreen keyboard Using your computer keyboard Importing data To import data Entering Data in Your Phone Managing Your Applications Managing Your Applications To open an application Using the Applications LauncherOpening applications To categorize an application Switching between applicationsCategorizing applications To display applications by category Changing the Applications Launcher displayTo change the Applications Launcher display Under Options, select Preferences/R Installing and removing applications Installing add-on applicationsChoosing preferences Open an application Press Menu Double-click the Palm Desktop icon on your desktop To install add-on software on your phoneClick Install Click Open Click Done Hold Option and press Return twice to finishRemoving applications To remove an add-on application Click Yes to uninstall the software Palm and then UninstallSecurity Removing Palm Desktop software Security, you can do the following Assigning a passwordTo assign a password To change or delete your password Tap the Password box Enter the current passwordChanging or deleting a password Recovering from a forgotten password To delete a forgotten passwordTap Lost Password Tap here Hold Option and press Return for Yes Applications Overview PhoneBook Date Book Plus Blazer Memo PadTo Do List CityTime Calculator Expense PhoneBook Create up to 50 speed dial entriesPhoneBook, you can do the following To open PhoneBook To open Date Book Plus Date Book PlusDate Book Plus, you can do the following Blazer Web Browser Press Blazer . Blazer opens and the Page view appearsBlazer, you can do the following To open Blazer Memo Pad Take notes or any kind of message on your phoneMemo Pad, you can do the following To open Memo Pad SMS, you can do the following To open SMS To Do List Press Option Press Date Book PlusTo Do List displays the category of items you last viewed To Do List, you can do the following CityTime Press Option Press BlazerCityTime, you can do the following To open CityTime Switch to basic mode to perform simple calculations CalculatorPress Option Press Memo Pad Calculator, you can do the following Expense Press Option Press Menu Tap the Expense iconExpense, you can do the following To open Expense Common Tasks Common Tasks To create a record Creating recordsUnder Record, select New… /N Tap New Editing records Blinking cursor One or more edit linesBlinking cursor Edit line Entering text Edit menu Following commands may appear in an Edit menu Deleting recordsMemo Pad Delete Memo Expense Delete Item To delete a record in any of the PIM applications Other ways to delete records Purging recordsYou can also delete records in the following ways Categorizing records Open the application Press MenuTo purge records System-defined and user-defined categories Open the record you want to categorize Select the category for the recordTo move a record into a category Record, select Edit Contact /E Select the category you want to view Tap New Enter the name of the new categoryTo display a category of records To define a new category To rename a category Finding records Your phone offers several ways to find information quicklyFirst name initial and last name Last name Looking up Contacts records in PhoneBook Using Find To use Find Using Phone Number Lookup Tap the text that you want to reviewTo use Phone Number Lookup Under Options, select Phone Lookup /L Phone Number Lookup tips Open the Expense record to which you want to add names Tap Who Sorting lists of records Open the application to display the list screen Press Menu Making records private Display the entry that you want to make privateHiding and masking private records To make a record private Tap the shaded bar that masks the record Change the security settingPress Return Attaching notes Display the entry to which you want to add a note Choosing fonts Tap the Note icon Exchanging and updating data HotSync operations Small font Bold font Large fontPerforming a HotSync operation for the first time To perform a local HotSync operation Press the HotSync button on the cable An application installed in RAM memory Beaming information To beam an application Turn on your phone To receive beamed information Application-Specific Tasks Application-Specific Tasks Repeatedly press PhoneBook to cycle through the views To change the PhoneBook view, do one of the following Mode is on Signal strength icon Speed Dial viewContacts view Active Call view To define a Speed Dial button Using the Speed Dial viewDefining a Speed Dial button Tap the Dial Extra Digits Automatically check box to Adding Contacts list entries to your Speed Dial list Select the entry you want to use and press Return Press Space to dialCalling a Speed Dial number To dial a number from the Speed Dial view Close the lid to end the call Edit Entry dialog, enter the new informationChanging a Speed Dial entry To change a Speed Dial entry From the Speed Dial view, press Menu Drag the entries to the slot where you want them to appearEdit Entry dialog, tap Delete Press Space to dial Close the lid to end the call Under Record, select New Contact /N Return to finishTo create a new Contacts entry Duplicating a Contacts entry To duplicate an entryUnder Record, and select Duplicate Contact /T Calling a number in your Contacts list Press Space to open the entry Press Menu Tap the pick list next to the label you want to change Select any of the following settings Select a new label Hold Option and press Return to finishChanging Contact entry details To open the Contact Entry Details dialog box Using the Call History view Reviewing Call HistoryTo review Call History Missed call Outgoing call Incoming call Use the scroll buttons to select the number you want to add To purge entries in Call History view Select the entry you want to addPurging Call History Using the Active Call view Select the purge option you want to useTap the pick list to choose which calls to purge Receiving Calls To silence the ring, do any of the following Slide the ringer switch to the silent positionClose the lid if it is open Press the top scroll button Press Return Tap Mute Place or answer a call Tap Cancel Spkr to turn off the speakerphonePlace a call From the Active Call screen, tap Spkrphone Call status indicator Tap Hold TapOff Handling Multiple CallsTo respond to call waiting, do one of the following 101 Place two calls Dial the numberReturn for Yes There are several ways to access your voicemail mailbox TapChecking voicemail To check voicemail Select the call forwarding option you want to use You can redial the last number you called 106 Tap Make Emergency CallPhoneBook menus 107 108 Call Preferences Other than United States or Canada, numbers are 110 Enables you to change the default password Application-Specific Tasks 111 Phone Number Displays your phone number Roaming ListCommunication software on your phone Support Working in Day View To view or select a date, do one of the following Next year Tap to selectScheduling an event Current date To schedule an event Are defined for the new event Enter a description of the event Tap the event you want to rescheduleRescheduling an event To reschedule an event Tap the event to which you want to assign an alarm Setting an alarm for an eventTo set an alarm for an event Enter numberof time units here To dismiss the alarm reminder, do one of the following Tap the eventTap the Repeat box to open the Change Repeat dialog box Scheduling repeating or continuous events Select the record you want to change or delete Repeat boxChanging and deleting repeating or continuous events To change or delete repeating events Considerations for repeating or continuous events 120 Application-Specific Tasks 121 Repeatedly press Date Book Plus to display the next viewChanging the Date Book Plus view Drag the stylus below the date bar and then lift it Tips for using Week View Week View with Text icon Tips for using Week View with TextWorking in Week View with Text Application-Specific Tasks 123 Tips for using Month View Keep the following points in mindWorking in Month View Previous/next month Tips for using Year View Working in Year ViewButton Working in List View List View button Tips for using List View Selected Scroll toSpotting event conflicts 126 From the Day View, press Menu Tap the circle to the right or left of the event Tap the check box next to the item Select the event you want to save as a template Press Menu 130 Date Book Plus menusRecord menu List View Day View Application-Specific Tasks 131 Options menuWeek View Day View Week View with Text Month View Year View 132 Floating events 134 Application-Specific Tasks 135 Number in the title bar 136 Each day Title bar for the first and last weeks in the monthYear View display Daily from the Year View display Undated, Dated only, and Undated only This textTime Shows version information for Date Book Plus Blazer Enter the URL you want to view Working with bookmarks 140 Viewing bookmarked pages To view a bookmarkAdding bookmarks To bookmark the current From the Bookmark view, press Menu To define a bookmarkUnder Bookmark, select Add Bookmark /A 142 Editing bookmarks To edit a bookmarkDeleting bookmarks To delete a bookmark Drag the page to the slot where you want it to appear Blazer menus MenuView Section Application-Specific Tasks 145 Bookmarks menu Bookmark view Go menus View Options menu 146 Browser tab Set Proxy. Opens the Set Proxy dialog box where you can For detailsTerminates your connection to the Internet Displays version information for Blazer Memo list, tap the text of the memo To create a new memoTap New Reviewing memos 150 Memo Pad menusRecord menus Memo list Memo screen Options menus PCS voicemail paging system PCS messaging website Receiving text messagesSingle message alert Returns you to the previous application Other category you’ve defined TipsViewing text messages To view text messages in the List view Open the message to which you want to respond Responding to text messagesCalling the sender To call the sender Respond You can save time by copying text from your messages Select the deletion method you want to use 156 SMS menusMessage menus List view Message view Delete messages Shows version information for SMS Setting priority Press Option and then press Date Book PlusPress a scroll button to deselect the To Do item To create a To Do item Tap the Priority number on the left side of the To Do item Tap the text of the item whose details you want to changeTap the Due Date pick list Tap the date that you want to assign the item Tap the Category pick list Tap the check box on the left side of the item To change the Show Options settings Completed To Do item To Do Show Options 162 To Do List menusRecord menu Options menu Setting your home city Press Option and then press BlazerTo set your home city Under Options, select Select Home City /H To set your remote cities Adding citiesTo add a city to the list Under Options, select Edit Cities /E Options menu Press Option and then press Memo Pad Basic Calculator includes the following buttons Using the Advanced Calculator mode Clears any value that is stored in the Calculator memoryDisplaying Recent Calculations To display recent calculations Using the Advanced Calculator buttons Primary buttonsTap here to change views 168 Application-Specific Tasks 169 Math buttonsTrigonometry buttons = 360 30 years x 12 months APR = PV = 100,000 FV = Finance buttonsTo solve this example 170 Tap Solve Hold Option and press Return to finish Application-Specific Tasks 171 172 Logic buttonsStatistics buttons Weight/Temp buttons Application-Specific Tasks 173 174 Length buttonsArea buttons Volume buttons 175 Tap the pick list and select the view you modified From the Advanced Calculator screen, press MenuTap the pick list and select the view you want to modify Program menu Advanced Calculator Calculator menusOptions menus Basic Calculator Advanced Calculator To create an Expense item 178 Select the new date Hold Option and press Return to finish Tap the Expense item to which you want to assign details To customize the Currency pick list Select any of the following optionsCustomizing the Currency pick list Defining a custom currency symbol To define a custom currency symbolTap one of the four Country boxes Under Options, select Custom Currencies /Y Expense list, tap Show Select any of the options Show OptionsTo open the Show Options dialog box Tap Show Creating or printing an expense report Application-Specific Tasks 183 Click the expense category that you want To create or print an expense reportClick to select Categories 184 Using expense report templates 185 To view your expense data using a Microsoft Excel template Click OptionsExpense menus Record menu Options menu 188 Your phone and the HotSync cable Setting Preferences for Your PhonePreferences screens, you can do the following Viewing Preferences Buttons PreferencesTap the application that you want to assign to the button To change the Buttons Preferences Setting Preferences for Your Phone 191 Connection PreferencesHotSync Buttons Preferences To change the HotSync Buttons Preferences Predefined configurations Connection Methods Modem Setting an infrared to modem configurationTo create an IrCOMM to Modem connection Digitizer Preferences 194 Country default To set the country defaultFormats Preferences Time, date, week start, and numbers formats Auto-off delay To set the Auto-off delayGeneral Preferences Tap the Auto-offpick list System, alarm, and game sounds To set the system, alarm, and game soundsSetting Preferences for Your Phone 197 Network Preferences Connecting automatically Creating a new packet data configurationTap the check box Hold Option and press Return to finish To choose an automatic connection Tap the User Name field Enter your user name Press Menu Under Service, select New /NEnter the Service name 200 Entering a passwordTo enter a password Enter password here Tap here Setting Preferences for Your Phone 201Select the appropriate Connection Selecting a connection Make sure the Mobile IP check box is selected Tap HA Password and enter your Home Agent password Defining an IP address for a Mobile IP service templateTap the IP Address check box to select it Select check box Defining Tunneling and SPI in a Mobile IP service template IP address field below the check boxTo enter a permanent IP address Tap Advanced 204 Adding detailed information to a Simple IP service template To define a Simple IP service template 1. Tap DetailsTap the Tunneling pick list and select Reverse or Forward To enter Tunneling and SPI Defining the IP address in a Simple IP service template Deselect the Mobile IP check boxTap Advanced Tap the IP Address check box to select it Deselect check box Defining DNS addresses in a Simple IP service template Setting Preferences for Your Phone 207 Deleting a service template To delete a service templateUnder Service, select Delete /D Tap the Query DNS check box to deselect it Displaying expanded Service Connection Progress messages Network Preferences menu commandsChecking your wireless service status Owner Preferences To select ring volume settings Setting Preferences for Your Phone 211Ringer Preferences To unlock the Owner Preferences screen Tap Unlock To select ring tone settings Setting Preferences for Your Phone 213 ShortCuts PreferencesCreating a ShortCut To create a ShortCut After you create a ShortCut, you can modify it at any time Tap the ShortCut you want to delete Advanced HotSync Operations 215 216 Selecting HotSync setup optionsTo set the HotSync options Software and your phone to find and use the fastest speed Customizing HotSync application settings To customize HotSync application settingsFrom the HotSync Manager menu, choose Custom 218 Advanced HotSync Operations 219 IR HotSync operationsClick Change Select Enable infrared communication Double-click the Infrared iconClick the Options tab Preparing your computer for infrared communication Control Panel Double-click the Wireless Link iconTo enable infrared communication with Windows Configuring HotSync Manager for infrared communication 222 Performing an IR HotSync operation Advanced HotSync Operations 223 If needed, connect the cable to your computer To perform an IR HotSync operationHandheld Returning to serial cable HotSync operations To disable infrared communication with Windows Conducting a HotSync operation via a networkUncheck InfraRed on the menu Box 226 Using File Link Performing a network HotSync operation via a LANTo perform a network HotSync operation via a LAN 227 Creating a user profile Click New Enter a unique name for the profile, and click OKTo create a user profile Click Profiles Advanced HotSync Operations 229 Click Yes to transfer all the profile data to the phoneTo use a profile for the first-time HotSync operation 230 Maximizing battery life Resetting your phone His chapter provides information on the followingMaintaining Your Phone 231 232 Battery considerationsCaring for your phone Resetting your phone Performing a soft reset Unscrew the tip of the stylus to access the reset tool To perform a soft resetReset tool Performing a warm or safe reset Press any other button to perform a soft reset Performing a hard resetTo perform a hard reset Maintaining Your Phone 235 236 To restore your data after a hard resetSelect Desktop overwrites handheld 237 238 Treo Review this section to see if your problem is listedTroubleshooting Tips 239 Software installation problems To install softwareNormal operating mode and start using Palm Desktop software Again Operating problems Tapping and keyboard problems Wireless communication problems Tap Clear Voicemail Icon Troubleshooting Tips 243 Make sure you dialed the correct numberCant dial international Numbers Verify that you are in a coverage area 244 Show Only Due Items is selected Application problemsTo Do List, tap Show and check whether Restart your computer HotSync problems246 Troubleshooting Tips Beaming problems Reinstall the Palm Desktop software 248 Password problemsForgot the password to show my hidden or masked records Technical support 249 250 Performance and Safety Important Information About Your Phone and Service Maintaining Safe Use of and Access to Your Phone Caring for and Protecting Your Phone Battery Acknowledging Special Precautions and the FCC Notice Handspring Product Warranty User Guide Proprietary NoticeExposure to Radio Frequency Energy SAR 254 Handspring, Inc End User Software License Agreement Other Product Information 255 Other Product Information GNU Library General Public License Other Product Information 257 Other Product Information Other Product 11 Information Used for software interchange Other Product 11 Information No Warranty How to Apply These Terms to Your New Library Acknowledgments 264 Other Product Information Other Product Information Index Index Bold font for text 75 Bookmarks Chain calculations 167 Charger Connecting 9 See also PIM Floating events 127 Fonts Formats preferences See also Private records Hold button Command equivalents key- board Microphone 6 Microsoft PhoneBook SMS Soft reset 233 Sorting HotSync operations 246 port User name

Handspring 300 manual Creating a user profile, To create a user profile, Click Profiles, 228

Models: 300

Creating a user profile

To create a user profile:

3.Click Profiles.

4.Click New.

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

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Advanced HotSync® Operations