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

Models: 300

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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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Section 8

Advanced HotSync® Operations

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Contents

Online User’s Guide Warranty and License Agreement CopyrightDisclaimer and limitation of liability Software download availableContents 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 300What is a PCS Treo 300? Sold separately MB RAM memorySystem requirements Minimum requirementsUpgrade information To upgradeEach device must have a unique name Rocker switch Contrast PCS Treo 300 componentsLocating front panel controls Speaker Option key Microphone Scroll buttonsSpeaker 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 componentsPlug 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 offAdjusting the display To adjust the displayPress Option Type the letter Q Press Space to finishUsing the stylus to get things done Menu bar Command buttons Pick list Check boxElements of the phone interface Scroll bar Moving around the screenCustomizing your phone Tap an item with the stylusTo move around the screen do one of the following Displaying online tipsTap 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 timeTap 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 hereTo use the headset Using the headsetPlace the speaker in your ear Connecting the HotSync cable To connect the HotSync cableUsing desktop software Serial cable and portUsing 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 instructionsUsing your phone with Microsoft Outlook To install Palm MailSelect Mail Setup under Programs/Handspring or Palm on Windows Start menuEntering Data in Your Phone Entering Data in Your PhoneType 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 OptionTyping accented characters To enter accented charactersTyping extended characters To enter extended characters~ † ‡ Using menus Navigation keystrokesKeyboard shortcut menu commands To use the menu barUsing text ShortCuts Your phone includes the following predefined ShortCutsUsing the onscreen keyboard Using your computer keyboard Importing dataTo import data Entering Data in Your Phone Managing Your Applications Managing Your ApplicationsTo 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/RInstalling and removing applications Installing add-on applicationsChoosing preferences Open an application Press MenuDouble-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 applicationClick Yes to uninstall the software Palm and then UninstallSecurity Removing Palm Desktop softwareSecurity, 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 YesApplications 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 PhoneBookTo 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 BlazerMemo Pad Take notes or any kind of message on your phoneMemo Pad, you can do the following To open Memo PadSMS, you can do the following To open SMSTo 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 followingCityTime Press Option Press BlazerCityTime, you can do the following To open CityTimeSwitch to basic mode to perform simple calculations CalculatorPress Option Press Memo Pad Calculator, you can do the followingExpense Press Option Press Menu Tap the Expense iconExpense, you can do the following To open ExpenseCommon Tasks Common TasksTo 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 menuFollowing commands may appear in an Edit menu Deleting recordsMemo Pad Delete Memo Expense Delete Item To delete a record in any of the PIM applicationsOther 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 categoriesOpen the record you want to categorize Select the category for the recordTo move a record into a category Record, select Edit Contact /ESelect the category you want to view Tap New Enter the name of the new categoryTo display a category of records To define a new categoryTo 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 PhoneBookUsing Find To use FindUsing Phone Number Lookup Tap the text that you want to reviewTo use Phone Number Lookup Under Options, select Phone Lookup /LPhone Number Lookup tips Open the Expense record to which you want to add names Tap WhoSorting lists of records Open the application to display the list screen Press MenuMaking records private Display the entry that you want to make privateHiding and masking private records To make a record privateTap the shaded bar that masks the record Change the security settingPress Return Attaching notes Display the entry to which you want to add a noteChoosing fonts Tap the Note iconExchanging and updating data HotSync operations Small font Bold font Large fontPerforming a HotSync operation for the first time To perform a local HotSync operationPress the HotSync button on the cable An application installed in RAM memory Beaming informationTo beam an application Turn on your phone To receive beamed informationApplication-Specific Tasks Application-Specific TasksRepeatedly press PhoneBook to cycle through the views To change the PhoneBook view, do one of the followingMode is on Signal strength icon Speed Dial viewContacts view Active Call viewTo 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 listSelect 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 viewClose the lid to end the call Edit Entry dialog, enter the new informationChanging a Speed Dial entry To change a Speed Dial entryFrom 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 listPress Space to open the entry Press Menu Tap the pick list next to the label you want to changeSelect 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 boxUsing the Call History view Reviewing Call HistoryTo review Call History Missed call Outgoing call Incoming callUse 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 CallsTo 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 101Place two calls Dial the numberReturn for Yes There are several ways to access your voicemail mailbox TapChecking voicemail To check voicemailSelect 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 110Enables you to change the default password Application-Specific Tasks 111Phone Number Displays your phone number Roaming ListCommunication software on your phone SupportWorking in Day View To view or select a date, do one of the followingNext year Tap to selectScheduling an event Current date To schedule an eventAre defined for the new event Enter a description of the event Tap the event you want to rescheduleRescheduling an event To reschedule an eventTap 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 hereTo 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 eventsSelect the record you want to change or delete Repeat boxChanging and deleting repeating or continuous events To change or delete repeating eventsConsiderations for repeating or continuous events 120Application-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 123Tips for using Month View Keep the following points in mindWorking in Month View Previous/next monthTips for using Year View Working in Year ViewButton Working in List ViewList View button Tips for using List View Selected Scroll toSpotting event conflicts 126From the Day View, press Menu Tap the circle to the right or left of the eventTap 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 136Each day Title bar for the first and last weeks in the monthYear View display Daily from the Year View displayUndated, Dated only, and Undated only This textTime Shows version information for Date Book PlusBlazer Enter the URL you want to viewWorking with bookmarks 140Viewing bookmarked pages To view a bookmarkAdding bookmarks To bookmark the currentFrom the Bookmark view, press Menu To define a bookmarkUnder Bookmark, select Add Bookmark /A 142Editing bookmarks To edit a bookmarkDeleting bookmarks To delete a bookmarkDrag the page to the slot where you want it to appear Blazer menus MenuView Section Application-Specific Tasks 145Bookmarks menu Bookmark view Go menus View Options menu 146Browser tab Set Proxy. Opens the Set Proxy dialog box where you can For detailsTerminates your connection to the Internet Displays version information for BlazerMemo list, tap the text of the memo To create a new memoTap New Reviewing memos150 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 applicationOther category you’ve defined TipsViewing text messages To view text messages in the List viewOpen the message to which you want to respond Responding to text messagesCalling the sender To call the senderRespond You can save time by copying text from your messagesSelect the deletion method you want to use 156 SMS menusMessage menus List view Message view Delete messages Shows version information for SMSSetting priority Press Option and then press Date Book PlusPress a scroll button to deselect the To Do item To create a To Do itemTap 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 itemTap the Category pick list Tap the check box on the left side of the itemTo change the Show Options settings Completed To Do item To Do Show Options162 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 /HTo set your remote cities Adding citiesTo add a city to the list Under Options, select Edit Cities /EOptions menu Press Option and then press Memo Pad Basic Calculator includes the following buttonsUsing the Advanced Calculator mode Clears any value that is stored in the Calculator memoryDisplaying Recent Calculations To display recent calculationsUsing the Advanced Calculator buttons Primary buttonsTap here to change views 168Application-Specific Tasks 169 Math buttonsTrigonometry buttons = 360 30 years x 12 months APR = PV = 100,000 FV = Finance buttonsTo solve this example 170Tap Solve Hold Option and press Return to finish Application-Specific Tasks 171172 Logic buttonsStatistics buttons Weight/Temp buttons Application-Specific Tasks 173174 Length buttonsArea buttons Volume buttons 175Tap 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 178Select the new date Hold Option and press Return to finish Tap the Expense item to which you want to assign detailsTo 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 /YExpense list, tap Show Select any of the options Show OptionsTo open the Show Options dialog box Tap ShowCreating or printing an expense report Application-Specific Tasks 183Click the expense category that you want To create or print an expense reportClick to select Categories 184Using expense report templates 185To view your expense data using a Microsoft Excel template Click OptionsExpense menus Record menuOptions 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 PreferencesSetting Preferences for Your Phone 191 Connection PreferencesHotSync Buttons Preferences To change the HotSync Buttons PreferencesPredefined configurations Connection MethodsModem Setting an infrared to modem configurationTo create an IrCOMM to Modem connection Digitizer Preferences 194Country default To set the country defaultFormats Preferences Time, date, week start, and numbers formatsAuto-off delay To set the Auto-off delayGeneral Preferences Tap the Auto-offpick listSystem, alarm, and game sounds To set the system, alarm, and game soundsSetting Preferences for Your Phone 197 Network PreferencesConnecting automatically Creating a new packet data configurationTap the check box Hold Option and press Return to finish To choose an automatic connectionTap 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 connectionMake 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 boxDefining Tunneling and SPI in a Mobile IP service template IP address field below the check boxTo enter a permanent IP address Tap Advanced 204Adding 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 SPIDefining 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 boxDefining DNS addresses in a Simple IP service template Setting Preferences for Your Phone 207Deleting a service template To delete a service templateUnder Service, select Delete /D Tap the Query DNS check box to deselect itDisplaying 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 UnlockTo select ring tone settings Setting Preferences for Your Phone 213 ShortCuts PreferencesCreating a ShortCut To create a ShortCutAfter you create a ShortCut, you can modify it at any time Tap the ShortCut you want to deleteAdvanced HotSync Operations 215216 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 218Advanced HotSync Operations 219 IR HotSync operationsClick Change Select Enable infrared communication Double-click the Infrared iconClick the Options tab Preparing your computer for infrared communicationControl Panel Double-click the Wireless Link iconTo enable infrared communication with Windows Configuring HotSync Manager for infrared communication 222Performing an IR HotSync operation Advanced HotSync Operations 223If needed, connect the cable to your computer To perform an IR HotSync operationHandheld Returning to serial cable HotSync operationsTo disable infrared communication with Windows Conducting a HotSync operation via a networkUncheck InfraRed on the menu Box226 Using File Link Performing a network HotSync operation via a LANTo perform a network HotSync operation via a LAN 227Creating a user profile Click New Enter a unique name for the profile, and click OKTo create a user profile Click ProfilesAdvanced 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 231232 Battery considerationsCaring for your phone Resetting your phone Performing a soft resetUnscrew the tip of the stylus to access the reset tool To perform a soft resetReset tool Performing a warm or safe resetPress any other button to perform a soft reset Performing a hard resetTo perform a hard reset Maintaining Your Phone 235236 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 AgainOperating problems Tapping and keyboard problemsWireless communication problems Tap Clear Voicemail IconTroubleshooting Tips 243 Make sure you dialed the correct numberCant dial international NumbersVerify that you are in a coverage area 244Show 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 software248 Password problemsForgot the password to show my hidden or masked records Technical support 249250 Performance and Safety Important Information About Your Phone and ServiceMaintaining Safe Use of and Access to Your Phone Caring for and Protecting Your Phone Battery Acknowledging Special Precautions and the FCC NoticeHandspring Product Warranty User Guide Proprietary NoticeExposure to Radio Frequency Energy SAR 254Handspring, Inc End User Software License Agreement Other Product Information 255Other Product Information GNU Library General Public License Other Product Information 257Other 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 264Other Product Information Other Product Information Index IndexBold 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