Palm IIIxe User manual
Handbook
for the
Palm IIIxe™Organizer
22864
Page 2
COPYRIGHT
© 2000 Franklin Covey Co. Printed in the U.S.A. All rights reserved. Reproduction, ad-
aptation, or translation of this document is prohibited without prior written permission
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 Windows or
other software associated with the Palm III organizer. Franklin Covey assumes no re-
sponsibility 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 or-
der 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 IIIxe™ Organizer ..................11
Getting to know your Palm IIIxe organizer ....................................11
What is a Palm IIIxe organizer?.....................................................11
A Word about Franklin Planner Software....................................12
System requirements .......................................................................12
Upgrade Information.......................................................................13
Palm IIIxe components....................................................................14
Installing the batteries ........................................................................18
Franklin Planner Software for Windows .....................................19
Connecting the cradle......................................................................20
Tapping and typing ............................................................................20
Tap with the stylus to get things done..........................................20
Elements of the organizer interface...............................................21
Opening applications ......................................................................23
Using menus.....................................................................................24
Four ways to enter data...................................................................27
Customizing your organizer..............................................................30
Chapter 2: Entering Data in Your Palm IIIxe™ Organizer.................33
Using Graffiti writing to enter data..................................................33
Writing Graffiti characters..............................................................33
Graffiti tips........................................................................................35
The Graffiti alphabet........................................................................36
Writing capital letters......................................................................37
Writing numbers..............................................................................37
Graffiti numbers...............................................................................38
Writing punctuation marks............................................................38
Additional Graffiti punctuation.....................................................39
Writing symbols and extended characters...................................39
Writing accented characters ...........................................................40
Accent strokes...................................................................................40
Additional non-English characters................................................40
Navigation strokes...........................................................................41
Graffiti ShortCuts.............................................................................41
Using the onscreen keyboard ............................................................42
Using your computer keyboard........................................................43
Page 4 Handbook for the Palm III™ Organizer
Importing data.....................................................................................43
Chapter 3: Managing Your Applications.............................................45
Using the Applications Launcher.....................................................45
Selecting applications......................................................................45
Switching between applications....................................................45
Categorizing applications...............................................................45
Changing the Applications Launcher display.............................46
Choosing preferences.........................................................................47
Installing and removing applications..............................................48
Installing add-on applications.......................................................48
Installing games...............................................................................50
Removing applications ...................................................................50
Security.................................................................................................51
Assigning a password.....................................................................51
Changing or deleting a password.................................................52
Locking your organizer ..................................................................52
Recovering from a forgotten password........................................53
Chapter 4: Using Your Basic Applications...........................................55
What Matters Most Applications for
the Palm Computing Platform.......................................................55
Overview of basic applications.........................................................57
Date Book..........................................................................................57
Address Book...................................................................................58
To Do List..........................................................................................59
Memo Pad.........................................................................................60
Calculator..........................................................................................60
Expense .............................................................................................61
Common tasks.....................................................................................62
Creating records...............................................................................62
Editing records.................................................................................62
Deleting records...............................................................................64
Purging records................................................................................65
Exchanging and updating data: HotSync operations ................66
Categorizing records.......................................................................69
Finding records................................................................................73
Sorting lists of records.....................................................................77
Making records private...................................................................78
Attaching notes................................................................................80
Choosing fonts .................................................................................82
Application-specific tasks..................................................................83
Date Book..........................................................................................83
Address Book...................................................................................97
Contents Page 5
To Do List........................................................................................102
Memo Pad .......................................................................................107
Calculator........................................................................................109
Expense............................................................................................111
Chapter 5: Communicating Using Your Organizer...........................123
Managing desktop e-mail away from your desk..........................123
Setting up Mail on the desktop....................................................124
Synchronizing Mail with your E-Mail application ...................126
Opening the Mail application on your organizer......................126
Viewing e-mail items.....................................................................126
Creating e-mail items.....................................................................127
Looking up an address..................................................................129
Adding details to e-mail items.....................................................130
Storing e-mail to be sent later.......................................................134
Editing unsent e-mail ....................................................................134
Draft e-mail.....................................................................................135
Filing e-mail....................................................................................136
Deleting e-mail ...............................................................................136
Removing e-mail from the Deleted folder..................................137
Purging deleted e-mail..................................................................137
Message list options.......................................................................138
HotSync options.............................................................................139
Creating special filters...................................................................141
Truncating e-mail items ................................................................145
Mail menus......................................................................................146
Beaming information........................................................................147
Chapter 6: Advanced HotSync® Operations ....................................151
Selecting HotSync setup options.....................................................151
Customizing HotSync application settings ...................................153
IR HotSync operations......................................................................155
Preparing your computer for infrared communication ...........155
Configuring HotSync Manager for infrared communication..158
Performing an IR HotSync operation..........................................159
Returning to cradle HotSync operations ....................................159
Using HotSync with Multiple Users...............................................160
Configuring Franklin Planner software for multiple users .....160
Configuring Multiple Palm IIIxe organizers..............................160
Conducting a HotSync operation via modem...............................162
Preparing your computer .............................................................162
Preparing your organizer..............................................................164
Selecting the conduits for a modem HotSync operation..........165
Performing a HotSync operation via a modem.........................166
Page 6 Handbook for the Palm III™ Organizer
Conducting a HotSync operation via a network..........................167
Connecting to your company’s dial-in server...........................167
Performing a network HotSync operation.................................169
Using File Link..................................................................................170
Creating a user profile......................................................................171
Chapter 7: Setting Preferences for Your Organizer.........................173
Viewing preferences.........................................................................173
Buttons preferences ..........................................................................174
Pen preferences..............................................................................174
HotSync buttons preferences.......................................................176
Digitizer preferences ........................................................................176
Formats preferences .........................................................................176
Country default..............................................................................177
Time, date, week start, and numbers formats...........................177
General preferences..........................................................................178
Auto-off delay................................................................................178
System, alarm, and game sounds................................................178
Beam Receive..................................................................................178
Connection preferences....................................................................179
Sample connection for remote IR HotSync operations............180
Network preferences and TCP/IP software.................................181
Selecting a service..........................................................................182
Entering a user name ....................................................................182
Entering a password .....................................................................183
Selecting a connection...................................................................184
Adding telephone settings ...........................................................184
Connecting to your service...........................................................187
Creating additional service templates........................................187
Adding detailed information to a service template..................188
Login scripts...................................................................................190
Creating a login script on your organizer..................................191
Plug-in applications ......................................................................193
Deleting a service template..........................................................193
Network preferences menu commands.....................................194
TCP/IP troubleshooting...............................................................194
Owner preferences............................................................................195
ShortCuts preferences ......................................................................196
Creating a ShortCut.......................................................................196
Editing a ShortCut.........................................................................197
Deleting a ShortCut.......................................................................197
Appendix A: Maintaining Your Organizer.........................................199
Caring for your organizer................................................................199
Contents Page 7
Battery considerations ......................................................................200
Resetting your organizer..................................................................201
Performing a soft reset ..................................................................201
Performing a hard reset.................................................................202
Appendix B: Frequently Asked Questions ........................................205
Software installation problems........................................................205
Operating problems..........................................................................206
Tapping and writing problems .......................................................207
Application problems.......................................................................208
HotSync problems.............................................................................209
Beaming problems.............................................................................215
Password problems...........................................................................216
Technical support..............................................................................217
Telephone Support.........................................................................217
Appendix C: Creating a Custom Expense Report.............................219
About mapping tables ......................................................................219
Customizing existing sample templates........................................220
Determining the layout of the Expense Report.............................221
Labels...............................................................................................221
Sections............................................................................................222
Analyzing your custom Expense Report.......................................223
Programming the mapping table....................................................224
Using applications other than Microsoft Excel.............................228
Expense file details............................................................................228
Appendix D: Non-ASCII Characters for Login Scripts......................229
Use of ^char .......................................................................................229
Carriage return and line feed ..........................................................229
Literal characters ...............................................................................230
Warranty, Regulatory, and Other Product Information:
Limited warranty...............................................................................231
Year 2000 Warranty .......................................................................231
Obtaining Warranty Service (Year 2000 Warranty Only) ........232
Product Regulatory Information.....................................................233
FCC Statement................................................................................233
Canadian ICES-003 Statement.........................................................234
CE Compliance Statement ............................................................234
Battery Warning.............................................................................234
Index.....................................................................................................237
Page 8 Handbook for the Palm III™ Organizer
About This Book Page 9
About This Book
Welcome to the Palm IIIxe™ 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 IIIxe
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
organizer, you can use the rest of this handbook as a reference for less
common tasks, for maintaining your 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 Planner™ 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 IIIxe or are using a new Palm IIIxe
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 IIIxe 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 IIIxe organizer,
see the booklet entitled What Matters Most Applications for the Palm
Computing Platform that came with your Palm IIIxe.
!
Table of contents
Other Palm Organizer manuals
