Handspring Visor Creating a user profile

Chapter 8 Page 189

Creating a user profile

If you use the File Link feature to configure several Handspring, Inc.

handheld computers with specific information (such as a c ompany

phone list) before dist ributing them to their ac tual users, you can

create a user profile to load the data into an handheld without

associating that data with a user name. The User Profile feature is

designed only for the first-time H otSync operatio n, before you as sign

a User ID to a parti cular handheld.

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, an d 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.).

Contents

Main Page ii Visor Handheld User Guide Copyright Disclaimer and li mitation of liabi lity 3.5" software diskettes available Contents Page Page Page Page Page About This Guide Page Chapter 1 Introduction to Your Visor Handheld Getting to know your Visor handheld What is a Visor handheld? System requirements Windows minimum requirements Macintosh minimum requirements Optional equipment Upgrade information Each handheld must have a unique name Visor components Locating front panel controls Page Using the backlight Protective cover Locating back panel components Installing the batteries Tapping and typing Tap with the stylus to get things done Elements of the handheld 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 Palm Desktop software With Palm Desktop software, you can do the following: Connecting the cradle Installing Palm Desktop software Using your handheld with Microsoft Outlook (Windows only) Using your handheld with another PIM Page Chapter 2 Entering Data in Your Visor Handheld 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 = e Navigation strokes Graffiti ShortCuts Using the onscreen keyboard Using your computer keyboard Importing data 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 Security In Security, you can do the following: Assigning a password Changing or deleting a password Locking your handheld Recovering from a forgotten password Chapter 4 Overview of Basi c Applications Date Book In Date Book, you can do the following: Date Book Plus In Date Book Plus, you can do the following: Address Book In Address Book, you can do the following: To Do List In To Do List, you can do the following: Memo Pad In Memo Pad, you can do the following: Calculator In Calculator, you can do the following: CityTime In CityTime, you can do the following: Expense In Expense, you can do the following: Page Chapter 5 Common Tasks Creating records Editing records Entering text Edit menu Page 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 System-defined and user-defined categories Page Page Page Finding records Looking up Address Book records Using Find Using Phone Lookup Phone Lookup tips Looking up names to add to expense records Page Sorting lists of records Making records private Hiding private records Page Attaching notes Choosing fonts Page Chapter 6 Application Specific Tasks Date Book Scheduling an event Page Page Page Rescheduling an event Setting an alarm for an event Scheduling repeating or continuous events Considerations for repeating or continuous events Changing the Date Book view Working in Week View Tips for using Week View Working in Month View Tips for using Month View Spotting event conflicts Date Book menus Page Page Date Book Plus Working in Week View with Text Tips for using Week View with Text Working in Year View Tips for using Year View Working in List View Tips for using List View Working with floating events Tips for using floating events: Working with To Do List items Tips for using To Do List items: Using the Daily Journal Using templates Using snooze alarms Selecting the default Date Book Date Book Plus menus Page Page Page Page Page Page Page Page Page Address Book Creating an Address Book entry Selecting types of phone numbers Changing Address Entry details Address Book menus Record menus 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 To Do List menus Memo Pad Reviewing memos Memo Pad menus Record menus Page Calculator Selecting the Calculator mode Using the Basic Calculator buttons Displaying Recent Calculations Using the Advanced Calculator mode Using the Advanced Calculator buttons Primary buttons Math buttons Trigonometry buttons Finance buttons Logic buttons Statistics buttons Weight/Temp buttons Length buttons Area buttons Volume buttons Creating a custom view Calculator me nus Program menu CityTime Setting your home city Selecting remote cities Adding cities CityTime menus Utilities menu 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 Page Expense menus Page Chapter 7 Communicating Using Your Handheld Managing desktop E-Mail away from your desk In Mail, you can do the followin g: Setting up Mail on the desktop Page Synchronizing Mail with your E-Mail application Opening the Mail application on your handheld Viewing e-mail items Displaying full header information Creating e-mail items 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 Defining filter strings High-priority e-mail Truncating e-mail items Mail menus Message menus Beaming information Page Tips on beaming information Page Chapter 8 Advanced HotSync Operations Selecting HotSync setup options Page Page Customizing HotSync application settings Page Conducting a HotSync operation via modem Preparing your computer Preparing your handheld Page Selecting the conduits for a modem HotSync operation Performing a HotSync operation via a modem Conducting a HotSync operation via a network Connecting to your companys dial-in server Page Using File Link Creating a user profile Page Chapter 9 Setting Preferences for Your Handheld In the Preferences screens, you can do the following: Viewing preferences Buttons preferences Pen preferences Page HotSync buttons preferences Digitizer preferences Formats preferen ces Country default Time, date, week start, and numbers formats General preferences Auto-off delay System, alarm, and game sounds Modem preferences 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 temp late Idle timeout Defining primary and secondary DNS IP address Creating a login script Deleting a service template Network preferences menu commands Service menu TCP/IP troubleshooting Displaying expanded Service Connection Progress messages Viewing the Network Log Adding a DNS number Owner preferences ShortCuts preferences Creating a ShortCut Editing a ShortCut Deleting a ShortCut Page Appendix A Maintaining Your Handheld Caring for your handheld Battery considerations Resetting your handheld Performing a soft reset Performing a hard reset Page Page Appendix B Troubleshooting Tips Operating problems Software installation problems Page Tapping and writing problems Application problems HotSync problems Page Page Page Beaming problems Password problems Technical support Page Appendix C Creating a Custom Expense Report About mapping tables Customizing existing sa mple templates Determining the layout of the Expense Report Labels Sections Analyzing your custom Expense Report Programming the mapping table Page Page Page Using applications other than Microsoft Excel Expense file details Page Appendix D Non-ASCII Characters for Login Scripts Use of ^char Carriage return and line fe ed Page Warranty and Other Product Information Page 249 Warranty and Other Product Information Handspring, Inc. Limited Warranty Page 250 Warranty and Other Product Information Page 251 Page 252 Handspring, Inc. End User Software License Agreement Warranty and Other Product Information Page 253 Page 254 GNU Library General Public License Warranty and Other Product Information Page 255 Terms and Conditions for Copying, Distribution and Modification Page 256 Warranty and Other Product Information Page 257 Page 258 Warranty and Other Product Information Page 259 Page 260 How to Apply These Terms to Y our New Library Warranty and Other Product Information Page 261 FCC Statement Note: Canadian RFI Statement Page 262 Acknowledgments Index A B C D E F G H I K L M N O P Q R S T U V W X Y