Palm IIIe Manuel utilisateur
Handbook
for the
Palm IIIe™ Organizer
22863
Page 2 Handbook for the Palm IIIe™ Organizer
COPYRIGHT
© 2000 Franklin Covey Co. Printed in the U.S.A. All rights reserved. Reproduction,
adaptation, or translation of this document is prohibited without prior written permis-
sion of Franklin Covey.
What Matters Most, ASCEND and Weekly Compass are registered trademarks, and
Franklin Planner and Franklin Planner Edition are trademarks of Franklin Covey Co.
Palm Computing, Graffiti and HotSync are registered trademarks, and Palm VII, Palm
V, Palm III, PalmPilot, Palm OS, Palm, the Palm Computing platform logo, the Palm
VII logo, the Palm V logo, the Palm III logo, and the PalmPilot logo are trademarks
of Palm Computing Inc. or its subsidiaries. Microsoft and Windows are registered
trademarks and Outlook and Windows CE are trademarks of Microsoft Corporation.
All other brand and product names mentioned in this manual are trademarks of their
respective companies.
DISCLAIMER AND LIMITATION OF LIABILITY
Franklin Covey assumes no responsibility for any damage or loss resulting from the
use of this manual. Franklin Covey assumes no responsibility for any loss or claims
by third parties which may arise through the use of Franklin Planner Software for Win-
dows or other software associated with the Palm IIIe organizer. Franklin Covey as-
sumes no responsibility for any damage or loss caused by deletion of data as a result
of malfunction, repairs or battery replacement. Be sure to make backup copies of all
important data on other media to protect against data loss.
3.5" Software Diskettes Available
Franklin Planner Software for Windows is supplied on a CD-ROM disc. If you do not
have access to a CD-ROM drive for your computer, you may obtain 3.5" diskettes.
Call (801) 975-9999 between 8 am and 5 pm Mountain Time, Monday through Friday
to order 3.5" diskettes.
Contents Page 3
Contents
About This Book......................................................................................9
Important Information for Upgraders
Automatic or Manual Installation of
What Matters Most™ Applications...............................................10
Chapter 1: Introduction to Your Palm IIIe™ Organizer ....................11
Getting to know your Palm IIIe organizer.......................................11
What is a Palm IIIe organizer? .......................................................11
A Word about Franklin Planner software ...................................12
System requirements ......................................................................12
Upgrade Information.......................................................................13
Palm IIIe components......................................................................14
Installing the batteries ........................................................................18
Tapping and typing ............................................................................19
Tap with the stylus to get things done..........................................19
Elements of the organizer interface...............................................20
Opening applications ......................................................................21
Using menus.....................................................................................22
Three ways to enter data.................................................................24
Using Franklin Planner software...................................................27
Customizing your organizer..............................................................28
Connecting the cradle......................................................................29
Chapter 2: Entering Data in Your Palm IIIe™ Organizer...................31
Using Graffiti writing to enter data..................................................31
Writing Graffiti characters..............................................................31
Graffiti tips........................................................................................33
The Graffiti alphabet........................................................................34
Writing capital letters......................................................................35
Writing numbers..............................................................................35
Graffiti numbers...............................................................................36
Writing punctuation marks............................................................36
Writing symbols and extended characters...................................37
Writing accented characters ...........................................................38
Accent strokes...................................................................................38
Additional non-English characters................................................38
Navigation strokes...........................................................................39
Graffiti ShortCuts.............................................................................39
Using the onscreen keyboard ............................................................40
Using your computer keyboard........................................................41
Importing data.....................................................................................41
Page 4 Contents
Chapter 3: Managing Your Applications.............................................43
Using the Applications Launcher.....................................................43
Selecting applications......................................................................43
Switching between applications....................................................43
Categorizing applications...............................................................43
Changing the Applications Launcher display.............................44
Choosing preferences.........................................................................45
Installing and removing applications..............................................46
Installing add-on applications.......................................................46
Installing games...............................................................................47
Removing applications ...................................................................48
Security.................................................................................................48
Assigning a password.....................................................................49
Changing or deleting a password.................................................49
Locking your organizer ..................................................................50
Recovering from a forgotten password........................................51
Chapter 4: Using Your Basic Applications...........................................53
What Matters Most Applications for
the Palm Computing Platform.......................................................53
Overview of basic applications.........................................................55
Date Book..........................................................................................55
Address Book...................................................................................56
To Do List..........................................................................................57
Memo Pad.........................................................................................58
Calculator..........................................................................................58
Expense .............................................................................................59
Common tasks.....................................................................................59
Creating records...............................................................................60
Editing records.................................................................................60
Deleting records...............................................................................62
Purging records................................................................................63
Exchanging and updating data: HotSync operations ................63
Categorizing records.......................................................................66
Notes about Categories...................................................................66
Finding records................................................................................70
Sorting lists of records.....................................................................74
Making records private...................................................................75
Attaching notes................................................................................77
Choosing fonts .................................................................................77
Application-specific tasks..................................................................78
Date Book..........................................................................................78
Address Book...................................................................................90
To Do List..........................................................................................95
Contents Page 5
Memo Pad .......................................................................................100
Calculator........................................................................................102
Expense............................................................................................104
Chapter 5: Communicating Using Your Organizer...........................113
Managing desktop e-mail away from your desk..........................113
Setting up Mail on the desktop....................................................114
Synchronizing Mail with your e-mail application....................116
Opening the Mail application on your organizer......................116
Viewing e-mail items.....................................................................116
Creating e-mail items.....................................................................117
Looking up an address..................................................................120
Adding details to e-mail items.....................................................121
Storing e-mail to be sent later.......................................................124
Editing unsent e-mail ....................................................................124
Draft e-mail.....................................................................................125
Filing e-mail....................................................................................126
Deleting e-mail ...............................................................................127
Removing e-mail from the Deleted folder..................................127
Purging deleted e-mail..................................................................128
Message List options .....................................................................128
HotSync options.............................................................................130
Creating special filters...................................................................131
Truncating e-mail items ................................................................135
Mail menus......................................................................................136
Beaming information........................................................................137
Chapter 6: Advanced HotSync® Operations ....................................139
Selecting HotSync setup options.....................................................139
Customizing HotSync application settings ...................................141
Using HotSync with Multiple Users...............................................143
Configuring Franklin Planner software for multiple users .....143
Configuring Multiple Palm IIIe organizers................................143
Conducting a HotSync operation via modem...............................145
Preparing your computer .............................................................145
Preparing your organizer..............................................................147
Selecting the conduits for a modem HotSync operation..........148
Performing a HotSync operation via a modem.........................148
Conducting a HotSync operation via a network ..........................149
Connecting to your company’s dial-in server............................149
Using File Link...................................................................................151
Creating a user profile......................................................................151
Chapter 7: Setting Preferences for Your Organizer ........................153
Page 6 Contents
Viewing preferences.........................................................................153
Buttons preferences ..........................................................................154
Pen preferences..............................................................................154
HotSync buttons preferences.......................................................156
Digitizer preferences ........................................................................156
Formats preferences .........................................................................156
Country default..............................................................................157
Time, date, week start, and numbers formats...........................157
General preferences..........................................................................158
Auto-off delay................................................................................158
System, alarm, and game sounds................................................158
Modem preferences..........................................................................159
Network preferences and TCP/IP software.................................160
Selecting a service..........................................................................160
Entering a user name ....................................................................161
Entering a password .....................................................................162
Adding telephone settings ...........................................................162
Connecting to your service...........................................................165
Creating additional service templates........................................165
Adding detailed information to a service template..................166
Creating a login script...................................................................169
Deleting a service template..........................................................170
Network preferences menu commands.....................................171
TCP/IP troubleshooting...............................................................171
Owner preferences............................................................................172
ShortCuts preferences ......................................................................173
Creating a ShortCut.......................................................................173
Editing a ShortCut.........................................................................174
Deleting a ShortCut.......................................................................174
Appendix A: Maintaining Your Organizer.........................................175
Caring for your organizer................................................................175
Battery considerations......................................................................176
Resetting your organizer .................................................................177
Performing a soft reset..................................................................177
Performing a hard reset................................................................178
Appendix B: Frequently Asked Questions.........................................181
Software installation problems.......................................................181
Operating problems..........................................................................182
Tapping and writing problems.......................................................183
Application problems.......................................................................184
HotSync problems ............................................................................185
Beaming problems............................................................................189
Contents Page 7
Password problems...........................................................................190
Technical support..............................................................................191
Telephone Support.........................................................................191
Appendix C: Creating a Custom Expense Report.............................193
About mapping tables ......................................................................193
Customizing existing sample templates........................................194
Determining the layout of the Expense Report.............................195
Labels...............................................................................................195
Sections............................................................................................196
Analyzing your custom Expense Report.......................................197
Programming the mapping table....................................................197
Using applications other than Microsoft Excel.............................202
Expense file details............................................................................202
Appendix D: Non-ASCII Characters for Login Scripts......................203
Use of ^char .......................................................................................203
Carriage return and line feed ..........................................................203
Literal characters ...............................................................................204
Warranty and Other Product Information
Limited warranty...............................................................................205
Year 2000 Warranty .......................................................................205
Obtaining Warranty Service (Year 2000 Warranty Only) ........206
FCC Statement ...................................................................................207
Canadian RFI Statement...................................................................207
Index.....................................................................................................209
Page 8 Contents
About This Book Page 9
About This Book
Welcome to the Palm IIIe™ connected organizer. This handbook is
designed to help you get up and running quickly on your organizer.
It describes all you need to know about how to use your Palm IIIe
organizer and the applications that come with it.
It walks you through:
■Locating all the parts of your organizer
■Viewing and entering data
■Using your organizer with your computer
■Personalizing your organizer with your own preference settings
After you become familiar with the basic functionality of your Palm
IIIe organizer, you can use the rest of this handbook as a reference for
less common tasks, for maintaining your Palm IIIe organizer, and also
as a source of information if you have problems operating it.
Page 10 Important Information for Upgraders
Important Information for Upgraders
If you are upgrading from ASCEND®97 or an earlier version of
Franklin PlannerTM Software for Windows®to either Franklin
PlannerTM Software 7.2 or to the Franklin PlannerTM for Microsoft®
OutlookTM, there are a few items to be aware (and cautious) of:
Automatic or Manual Installation of
What Matters Most™Applications
If you have “hard reset” your Palm IIIe or are using a new Palm IIIe
that has not been synchronizing with any desktop organizer, the
Franklin Covey applications contained in this package will be
installed automatically during the first HotSync operation that you
conduct.
However, if you have been synchronizing your Palm IIIe with
ASCEND 97 or an earlier version of Franklin Planner Software, and
you are upgrading to either Franklin Planner Software 7.2 or to the
Franklin Planner for Microsoft Outlook, you must use the Palm Install
tool to install the Franklin Covey applications on your Palm device.
For more information on the What Matters Most collection of Palm
applications, including more complete information on automatic or
manual installation of the applications on your Palm IIIe organizer,
see the booklet entitled What Matters Most Applications for the Palm
Computing Platform that came with your Palm IIIe.
!
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