Palm KITT PDA Phone with GSM/GPRS/EDGE/WCDMA and Bluetooth User Manual 3 of 4
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Creating an untimed event To pencil in an appointment, open the appointment, select Status, and then select Tentative. TIP Adding an alarm reminder to an event 1 Create an event, and then select it. 2 Press Edit (left action key). 3 Select Reminder, and then select Remind Me. 4 Enter the number of minutes, hours, days, or weeks before the event you would like to receive the alarm. CHAPTER YOUR PERSONAL INFORMATION ORGANIZER An untimed event, such as a birthday, anniversary, or vacation, does not occur at a particular time. These events appear as banners at the top of your calendar; they don’t occupy blocks of time. For example, “Submit Final Draft” in the screenshot shown here is an untimed event. An untimed event can last longer than a day. DID YOU KNOW? 1 Press Start and select Calendar. Type of time units Number of time units 5 Press OK 2 Press Menu (right action key) and select New Appointment. 3 Enter a subject (description). 4 Select the starting and ending dates. CALENDAR 153 CHAPTER YOUR PERSONAL INFORMATION ORGANIZER 5 Select All Day, and then select Yes. 1 Create an event, and then select it. 6 Press OK 2 Press Edit Scheduling a repeating appointment 1 Create an appointment or untimed event, and then select it. 2 Press Edit 3 Select Attendees, and then select the name of the contact you want to invite. To invite other attendees, select Add and select the names. (left action key). If you are using an Exchange Server 2003 with Service Pack 2, you can use your corporate Global Address List to find contact information for an attendee. Select Attendees, press Menu (right action key), and then select Find Online. Enter the name of the attendee and select Find. DID YOU KNOW? 3 Select Occurs, and then select a repeat pattern. To create a repeat pattern, select Edit pattern and follow the onscreen instructions. To enter a birthday or an anniversary, create an untimed event that repeats every year. TIP 4 Press OK Sending a meeting request You can email meeting invitations to contacts who use Microsoft Office Outlook® or Outlook Mobile. BEFORE YOU BEGIN Create contact entries with email addresses for the people you want to invite to a meeting. You can’t access contact entries without email addresses from your calendar. 154 CALENDAR (left action key). Press OK The next time you synchronize, the meeting request is sent to the attendees. When attendees accept your meeting request, the meeting is automatically added to their schedules. When you receive their response, your calendar is updated as well. Marking an event as sensitive If other people have access to your Microsoft Office Outlook calendar on your computer and you don’t want them to see an appointment, you can mark that appointment as private to hide it from other Microsoft Office Outlook users. 1 Create an event, and then select it. 2 Press Edit (left action key). 3 Select Sensitivity, and then select one of the following: Private: Displays the event on your smartphone and on your computer. Meeting attendees or recipients see “Please treat this as Private” near the top of an open appointment. If you sync with Exchange Server, other users who can access your folders can’t see your private events; they see private events as unavailable time slots. If you don’t see an option on the screen, press Down on the 5-way to scroll to other options. For example, when editing an event, you don’t see the Sensitivity option until you scroll toward the bottom of the entry. TIP 4 Press OK CHAPTER YOUR PERSONAL INFORMATION ORGANIZER Organizing your schedule Use categories to view various types of events. 1 Create an event, and then select it. Personal: Displays the event on your smartphone and on your computer. Meeting attendees or recipients see “Please treat this as Personal” near the top of an open appointment. Confidential: Displays the event on your smartphone and on your computer. Meeting attendees or recipients see “Please treat this as Confidential” near the top of an open appointment. 2 Press Edit (left action key). 3 Select Category, and then check the categories that apply to this event. To add a new category, press New CALENDAR 155 CHAPTER YOUR PERSONAL INFORMATION ORGANIZER (left action key), enter the category name, and then press OK 4 Press OK two more times. 5 After you assign events to categories, press Menu (right action key) and select Filter. Wonder why you’re not seeing all the events in your day? Check to make sure that the filter is set to All Appointments. TIP 6 Select the type of events you want to view. Deleting an event 1 Highlight the event you want to delete. 2 Press Menu (right action key) and select Delete Appointment. 3 Select Yes. Customizing Calendar 1 Press Menu (right action key) and select Options. 2 On the General tab, set any of the following options: 1st day of week: Specifies Sunday or Monday as the first day of the week for all Calendar views. Week view: Specifies whether five, six, or seven days appear in Week View. Show half hour slots: Specifies whether time slots appear in hour or half-hour increments in Day View and Week View. Show week numbers: Specifies whether week numbers (1–52) appear in Week View. 3 Select the Appointments tab and set any of the following options: 156 CALENDAR TIP CHAPTER YOUR PERSONAL INFORMATION ORGANIZER Not all icons appear in all Calendar views. Send meeting requests via: Specifies the messaging method used to send meeting requests: email, MMS, or SMS. 4 Press OK Set reminders for new items: Specifies whether a reminder is automatically added to new events and how long before the event the reminder appears. You can override this setting for individual events. Show icons: Specifies which icons appear next to events. The event has a reminder. The event repeats in a specified pattern. The event has a note attached. A location has been assigned to the event. The event is a meeting. Tasks You can use Tasks to remind you of tasks you need to complete and to keep a record of completed tasks. Adding a task 1 Press Start and select Programs. 2 Select Tasks 3 Press New (left action key). You can also add a task by selecting the Tasks entry bar at the top of the task list screen. TIP 4 Enter a description of the task in the Subject field. The event is marked private. TASKS 157 CHAPTER YOUR PERSONAL INFORMATION ORGANIZER 5 Set any of the following: • Categories: Assigns the task to one or more categories. Sensitivity: Marks this task as Normal, Personal, Private, or Confidential. Notes: Enables you to enter additional text for the task. 6 Press OK Checking off a task 1 Select the task you want to check off. Priority: Specifies the priority level for this task. Later you can arrange your tasks based on the importance of each task. Status: Indicates whether the task is now completed. • Starts: Specifies when the task begins. • Due: Specifies the due date for the task. • Occurs: Indicates if the task repeats at regular intervals and how often it repeats. • 158 TASKS Reminder: Sets an alarm for this task and indicates when you want to be reminded. 2 Press Edit (left action key). 3 Select Status and select Completed. 4 Press OK Customizing Tasks You can also mark a task complete by tapping the check box next to the task on the Tasks list. TIP DID YOU KNOW? Overdue tasks appear in red. CHAPTER YOUR PERSONAL INFORMATION ORGANIZER 1 Go to the Tasks list. 2 Press Menu (right action key) and select Options. 3 Set any of the following options: Organizing your tasks 1 In the Tasks list, press Menu (right action key) and select Filter. 2 Select which tasks you want to view: All Tasks, Recently Viewed, No Categories, Active Tasks, Completed Tasks, or a specific category, such as Business or Personal. 3 Press Menu (right action key) and select Sort By. 4 Select the sort method: Status, Priority, Subject, Start Date, or Due Date. Set reminders for new items: Automatically adds a reminder to new tasks. The default reminder is set to 8:00 on the morning the task is due. You can override this setting for individual tasks. Show start and due dates: Displays task start and due dates in the Tasks list. Show Tasks entry bar: Displays the Tasks entry bar at the top of the Tasks list. 4 Press OK Deleting a task 1 Highlight the task you want to delete. 2 Press Menu (right action key) and select Delete Task. 3 Select Yes. Notes Notes are a great way to capture thoughts, questions, and meeting notes on your Palm Treo 750v smartphone. You can also create NOTES 159 CHAPTER YOUR PERSONAL INFORMATION ORGANIZER a voice note or add a recording to an existing note. BEFORE YOU BEGIN To take advantage of all the sync features available in the Notes application, install the desktop synchronization software from your Windows Mobile Getting Started Disc. Creating a note 1 Press Start and select Programs. 2 Select Notes 3 Press New (left action key). 4 Do one of the following: 5 Press OK Creating a voice note 1 Press Start and select Programs. 2 Select Notes 3 To add a voice recording to an existing note, open the note to which you want to add the recording. 4 If the voice note controls are not visible at the bottom of the screen, press Menu (right action key) and select View Recording Toolbar. 5 Tap the Record icon. Voice note controls 160 NOTES • Type the text with the keyboard. • Write the text with the stylus. • Draw a sketch with the stylus, crossing at least three ruled lines. 6 Speak into your smartphone’s microphone or hold it close to another sound source. 7 When you have finished recording, tap the Stop icon. A Recording icon appears in the note or note list, depending on where you recorded the note. 8 Press OK DID YOU KNOW? You can add several voice notes within a single note. To play a recording, select the voice note in the Notes list or open the note containing the recording and tap the Recording icon. Tap the controls at the bottom of the screen to control playback and volume. TIP Creating a note from a template To create a new template, open the note you want to save as a template. Press Menu (right action key) and select Rename/Move. Select Name, and then enter a name for the template. Select the Show list, and then select Template. Press OK. TIP Organizing your notes You can rename your notes, move notes to another folder, and move notes between your smartphone and an expansion (storage) card. 1 Go to the Notes list and highlight a note you want to move. 1 Go to the Notes list. 2 Press Menu (right action key) and select Rename/Move. 2 Select the Show list in the upper-left, and then select Templates. 3 Select Name, and then enter a new name for the note. 3 Open the template you want to use. 4 Select Folder, and then select the folder in which you want to store the note. 4 Enter the information. 5 Press OK 6 Rename the note and move it to the appropriate folder. See Organizing your notes for details. CHAPTER YOUR PERSONAL INFORMATION ORGANIZER 5 Select Location, and then select Main memory or Storage Card. 6 Press OK NOTES 161 YOUR PERSONAL INFORMATION ORGANIZER CHAPTER 3 Set any of the following options: To create a new folder, go to the Notes list, select the Show list in the upper-left, and then select Add/Delete. Select New, enter a name for the folder, and then press OK. TIP Deleting a note Default mode: Makes the default entry mode either Writing or Typing. The default is Typing; if you change it to Writing, you can write notes directly on the screen using the stylus. 1 Go to the Notes list and highlight the note you want to delete. Default template: Specifies the default template for new notes. 2 Press Menu (right action key) and select Delete. Save to: Indicates the default location where new notes are stored. 3 Select Yes. Record button action: Specifies what happens when you press the Side button to record a voice note while in another application: whether the Notes application opens or whether you stay in the current application. Customizing Notes 1 Go to the Notes list. 2 Press Menu (right action key) and select Options. 4 Press OK 162 NOTES CHAP TE R 10 Your Microsoft Office tools Your smartphone enables you to take your office with you— including your Microsoft Office files. With Microsoft Office, you can carry, create, view, and edit Microsoft Word and Excel files directly on your smartphone. You can also view, carry, and manage PowerPoint files on your smartphone. You can keep updated copies of the files on both your smartphone and your computer so that you can work on them in the most convenient location any time. Benefits • Manage Word, Excel, and PowerPoint files on your smartphone • Improve productivity by taking important docs, spreadsheets, and presentations with you In this chapter Synchronizing your Microsoft Office files. . . . . . . . . . . . . . . . . . . . . 165 Word Mobile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165 PowerPoint Mobile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 171 Excel Mobile. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 172 Synchronizing your Microsoft Office files You can edit files on your computer or on your smartphone and then synchronize your files with your computer. To synchronize Microsoft Office files with your computer, you must set the Files sync option; see Setting synchronization options. The files are stored in your Files folder on your computer. To copy a file from your computer to your smartphone, open My Computer or Windows Explorer on your computer, copy the file into the Mobile Device folder, and then sync. some of the information and formatting may be lost when you save the document on your smartphone. If you have a PDF file (.pdf), you can view the file using Picsel PDF Viewer. Press Start, select Programs, and then select PDF Viewer. DID YOU KNOW? The following features are not supported in Word Mobile: • Backgrounds. • Bidirectional text. • Document protection. • Metafiles. • Artistic page borders. Lined page borders are supported. • Password-protected files. Remove password protection on your computer before opening the file on your smartphone. • Shapes and text boxes. • Smart tags. Word Mobile You can create and edit documents and templates and save them as DOC, RTF, TXT, and DOT files. You can also edit Microsoft Office Word documents and templates that you create on your computer. However, keep in mind that 10 CHAPTER YOUR MICROSOFT OFFICE TOOLS SYNCHRONIZING YOUR MICROSOFT OFFICE FILES 165 CHAPTER 10 YOUR MICROSOFT OFFICE TOOLS The following features are partially supported in Word Mobile: • Picture bullets. Regular bullets are supported. • Revision marks. Documents appear as though all revisions were accepted; if the document is saved, revision marks are lost. • • • Table styles. Some or all of the formatting is lost if the document is saved. Underline styles. Unsupported styles are mapped to one of the four supported styles: regular, dotted, wavy, or thick/bold/wide. Legacy Pocket Word files. You can open PSW files, but if you edit a file, you need to save it in DOC, RTF, TXT, or DOT format. The following features are not supported on your smartphone, but they remain in the file so that when you open the file on your computer, they appear as expected: • 166 Fonts and font sizes. Original fonts are listed on your smartphone and are mapped to the closest font available. WORD MOBILE • Footnotes, endnotes, headers, and footers. • Lists. Indented lists are mapped to the closest indentation level supported by Word Mobile. • Page breaks. Although not displayed, all page breaks, except a break placed at the end of a document, are retained in the document. Creating a document 1 Press Start and select Programs. 2 Select Word Mobile 3 Press New (left action key). 4 Enter the text of the document. 5 Press OK to save the file. When you save a new document, it is automatically named after the first several words in the file. Opening an existing document 1 Press Start and select Programs. 2 Select Word Mobile 3 In the document list, select the document you want to open. To zoom in or out, press View, select Zoom, and then select the zoom level. TIP Creating a document from a template 1 Go to the documents list. 2 Select the Show list in the upper-left, and then select Templates. If you don’t see Templates in the Show list, select More Folders to access this folder. 3 Open the template you want to use and enter the information. 4 Press OK 5 Rename the document and move it to the appropriate folder. See Organizing your documents for details. To create a new template, open the document you want to save as a template. Press Menu and select Rename/Move. Select Name, and then enter a name for the template. Select the Show list, and then select Template. Press OK. TIP 2 Press Menu (right action key) and select Edit > Find/Replace. 10 CHAPTER YOUR MICROSOFT OFFICE TOOLS 3 Select Find what and enter the text you want to find. 4 (Optional) Check the Match case box to find text that matches the capitalization in the text you entered step 3. 5 (Optional) Check the Match whole words only box to find only full words that match the text you entered in step 3. 6 Select Find to locate the first instance of the text you entered in step 3, or select Replace and enter the replacement text. 7 Select Next to find the next instance of the text, or select Replace to replace it. To replace all instances of the text, select Replace All. 8 When you see a message that the search is done, press OK Finding or replacing text in a document Moving or copying text 1 Open the document containing the text you want to find. 1 Open the document containing the text you want to move or copy. WORD MOBILE 167 CHAPTER 10 YOUR MICROSOFT OFFICE TOOLS 2 Highlight the text you want to move or copy. 3 Press Menu (right action key) and select Copy to copy the text, or select Cut to move the text. 4 Open the document where you want to insert the text and position the insertion point where you want the text to appear. 5 Press Menu and select Paste. (right action key) 5 Select the Type list, and then select the format in which you want to save the file. 6 Select the Location list, and then select whether you want to store the file on your smartphone or an expansion card. 7 Select Save. Formatting text 1 Open the document you want to format. 2 Highlight the text you want to format. Saving a copy of a document NOTE If a document was previously saved 3 Press Menu (right action key) and select Format > Font. on a computer, any unsupported formatting may be lost when you save the file. 4 Set any of the following options for the highlighted text: 1 Open the document you want to copy. 2 Press Menu (right action key) and select File > Save As. 3 Select Name and enter a new name for the file. 4 Select the Folder list, and then select the folder where you want to save the file. Font: Specifies the typeface. Font color: Specifies the color. Size: Specifies the point size. Bold: Indicates whether the text appears normal or thick. Italics: Indicates whether the text appears upright or slanted. Underline: Indicates whether the text appears with an underscore. 168 WORD MOBILE Highlight: Indicates whether the text appears with a yellow highlight. • Special: Lets you indent the first line or set a hanging indent. Strikethrough: Indicates whether the text appears with a line through it. • By: Sets the size of the Special indentation. 5 Press OK to return to the document. Formatting paragraphs and lists 1 Open the document you want to format. 5 Press OK to return to the document. You can also use the Formatting toolbar to create a list and to align text. To indent text in lists, you must use the Formatting toolbar. TIP 2 Position the insertion point in the paragraph you want to format. Checking spelling in a document 3 Press Menu (right action key) and select Format > Paragraph. 2 Press Menu (right action key) and select Tools > Spelling. To check the spelling of specific text, highlight it before you select the Spelling command. 4 Set any of the following options: Alignment: Aligns the text with the left, right, or center of the paragraph. List: Creates a bulleted or numbered list. Indentation: Changes the paragraph margins. • Left: Sets the left margin for the entire paragraph. • Right: Sets the right margin for the entire paragraph. 10 CHAPTER YOUR MICROSOFT OFFICE TOOLS 1 Open the document you want to check. 3 If an unknown or misspelled word is encountered, do one of the following: • Select the correct word in the list if the word is spelled incorrectly. • Select Ignore if the word is spelled correctly. • Select Add to add a new word to the spelling dictionary. WORD MOBILE 169 CHAPTER 10 YOUR MICROSOFT OFFICE TOOLS Organizing your documents You can rename your documents, move your documents to another folder, and move your documents between your smartphone and an expansion (storage) card. 1 Go to the documents list. 2 Highlight a file. 3 Press Menu (right action key) and select Rename/Move. TIP To create a new folder, go to the documents list, select the Show list in the upper-left, and then select the Add/Delete tab. Select New, enter a name for the folder, and then press OK. TIP When you go to a folder, you can easily search your documents by sorting by type. Deleting a document 1 Go to the documents list. 4 Select Name, and then enter a new name for the document. 2 Highlight the document you want to delete. 5 Select the Folder list, and then select the folder you want to move the document to. 3 Press Menu (right action key) and select Delete. 4 Select Yes. 6 Select the Location list, and then select Main memory or Storage card. Customizing Word Mobile 7 Press OK 1 Go to the document list. 8 Select the Show list in the upper-left, and then select the folder you want to view. 9 Select the Sort By list in the upper-right, and then select the sort method. 2 Press Menu (right action key) and select Options. 3 Set any of the following options: Default template: Sets the default template for new documents. Save to: Sets the default location where new documents are stored. 170 WORD MOBILE Display in list view: Sets the types of files that appear in the documents list. 4 Press OK PowerPoint Mobile With PowerPoint Mobile, you can open and view slide show presentations created on your computer. Many presentation elements such as slide transitions, animations, and URL links are also supported. Microsoft® Office PowerPoint® features not supported on your smartphone include the following: • Notes written for slides • Rearrangement or editing of slides • Files created in PPT format earlier than Microsoft PowerPoint ‘97 • HTML files in HTM and MHT formats To copy a file from your computer to your smartphone, open My Computer or Windows Explorer on your computer, copy the file into the Mobile Device folder, and then sync. TIP 10 CHAPTER YOUR MICROSOFT OFFICE TOOLS Playing a presentation NOTE If a presentation is set up as a timed slide show, the slides advance automatically. Presentations pause during zooming. 1 Press Start and select Programs. 2 Select PowerPoint Mobile 3 In the presentation list, highlight the presentation you want to play. 4 Press Center 5 Do any of the following: • Press Right slide or Left slide. to advance to the next to view the previous • Press Menu (right action key), select Go to Slide, and select the slide you want to view. • Select Next or Previous to play animations. • Press Menu (right action key), select Zoom In, and then select to zoom in or to zoom out. To scroll within the current slide, tap and drag the slide. To return to the slide show, select . POWERPOINT MOBILE 171 CHAPTER 10 YOUR MICROSOFT OFFICE TOOLS • Loop continuously: Advances to the first slide after playing the last slide in a presentation. Press Menu (right action key) and select End Show. Setting presentation playback options 6 Press OK 1 Open the presentation for which you want to change the settings. TIP To turn the presentation into a continuously looping slide show, check both the Use timings, if present, and the Loop continuously boxes. 2 Press Menu (right action key) and select Show Options. 3 On the Orientation tab, select the orientation you want. To select the orientation that best fits your smartphone’s screen, select Default. 4 Select the Playback tab, and check the Override playback options for all files box. 5 Set any of the following options: Show without animation: Turns off builds and other animations. Show without slide transition: Turns off transition effects between slides. Use slide timings, if present: Enables the timings recorded with each slide in a presentation. If a presentation is set up as a timed slide show, the slides advance automatically. Presentations pause during zooming. 172 EXCEL MOBILE Excel Mobile With Excel Mobile you can create and edit workbooks and templates on your smartphone. You can also edit workbooks and templates that you create on your computer. However, keep in mind that you may lose some of the information and formatting when you save the workbook on your smartphone. Note the following formatting considerations: • Alignment: Vertical text appears horizontal. • Borders: Appear as a single line. • Cell patterns: Patterns applied to cells are removed. • Fonts and font sizes: The original font is listed on your smartphone and mapped to the closest font available. Original fonts reappear on your computer. • Number formats: Microsoft® Office Excel® 97 conditional formatting is displayed in Number format. • Formulas and functions: Unsupported functions are removed, and only the returned value of the function appears. Formulas containing the following are also converted to values: • • An array or array argument, for example, =SUM({1;2;3;4}) • External link references or an intersection range reference • References past row 16384 are replaced with #REF! Protection settings: Most protection features are disabled but not removed. However, password protection is removed. You must remove the password protection in Microsoft Office Excel on your computer before opening the file on your smartphone. • Zoom settings: Worksheet-specific zoom settings are not retained. The zoom setting applies to the entire workbook. • Worksheet names: Names that refer to other workbooks, arrays, array formulas, or intersection ranges are removed from the name list, causing those formulas to be resolved as “#NAME?” All hidden names are not hidden. • AutoFilter Settings: AutoFilters that cause rows to be hidden are supported. Use the Unhide command to display hidden rows. Other AutoFilters are removed, but you can use the AutoFilter command in Excel Mobile to perform similar functions. • Chart Formatting: All charts are saved as they appear in Excel Mobile. Unsupported chart types are changed to one of these supported types: Column, Bar, Line, Pie, Scatter, and Area. Background colors, gridlines, data labels, trend lines, shadows, 3D effects, secondary axes, and logarithmic scales are turned off. EXCEL MOBILE 10 CHAPTER YOUR MICROSOFT OFFICE TOOLS 173 CHAPTER 10 YOUR MICROSOFT OFFICE TOOLS The following features aren’t supported in Excel Mobile and are removed or modified when you open a workbook on your smartphone: • Hidden, dialog, and macro sheets • VBA modules • Text boxes • Drawing objects and pictures • Lists • Conditional formats and controls • Pivot table data (converted to values) 1 Go to the workbook list. Creating a workbook and select Programs. 2 Select Excel Mobile 3 Press New (left action key). 4 Highlight a cell where you want to enter text or other info. 5 Enter the info in the cell, and then press Enter . 174 EXCEL MOBILE 7 Press OK to save the file. When you save a new workbook, it is automatically named and placed in the workbook list. Creating a workbook from a template DID YOU KNOW? If you have a PDF file (.pdf), you can view the file using Picsel PDF Viewer. Press Start, select Programs, and then select PDF Viewer. 1 Press Start 6 Repeat steps 4 and 5 to enter the remaining info. 2 Select the Show list in the upper-left, and then select Templates. 3 Open the template you want to use and enter the information you want to include in the template. 4 Press OK 5 Rename the workbook and move it to the appropriate folder. See Organizing your documents for details. TIP To create a new template, open the workbook you want to save as a template. Press Menu and select Rename/Move, and then enter a name for the template. Select Folder, and then select Template. Press OK. Viewing a workbook To copy a file from your computer to your smartphone, open My Computer or Windows Explorer on your computer, copy the file into the Mobile Device folder, and then sync. TIP Split: Divides the window into two scrollable areas. To move the split bar, tap and drag it. To remove the split bar, select View > Remove Split. 3 In the workbook list, select the workbook you want to view. Freeze Panes: Locks rows and columns so they remain visible while you scroll. Highlight the cell at the juncture you want to lock before you select this command. To unlock the rows or columns, select View > Unfreeze Panes. 4 Press View (left action key), and then select any of the following: Toolbar: Indicates whether the toolbar appears onscreen. 1 Press Start and select Programs. 2 Select Excel Mobile Full Screen: Shows as much data as possible on the screen. To return to the normal view, select Restore in the upper-right. Zoom: Sets the magnification level so that you can easily read the worksheet. Sheet: Lets you switch to a different worksheet. 10 CHAPTER YOUR MICROSOFT OFFICE TOOLS Status Bar: Indicates whether the status bar appears onscreen. Show: Indicates whether headings and scroll bars appear onscreen. To jump to a cell or region, press Menu and select Edit > Go To. Select Cell reference or name and enter the target cell info or select Current region. Select OK. TIP DID YOU KNOW? You can also switch worksheets by selecting the sheet list at the bottom of the screen. EXCEL MOBILE 175 CHAPTER 10 YOUR MICROSOFT OFFICE TOOLS Calculating a sum 1 Press View select Toolbar. (left action key) and 2 Highlight the cell where you want to insert the sum. 3 Select TIP To insert a symbol, place the insertion point where you want the symbol. Press Menu and select Insert > Symbol. Highlight the symbol you want to insert, and then select Insert. 4 Tap and drag the stylus across the cells you want to add. 5 Press Enter Inserting a function 1 Open the workbook where you want to insert the function. For simple calculations, use the Calculator (see Calculator). TIP Entering a formula 1 Highlight the cell where you want to enter the formula. 2 Enter equals sign ( = ) followed by any values, cell references, name references, operators, and functions. Examples: • =(B4/25)+100 • =Revenue-Expenses 3 Press Enter 2 Press Menu (right action key) and select Insert > Function. 3 Select the Category list, and then select the type of function you want to insert. 4 Select the Function list, and then select the specific function you want to insert. 5 Select OK. 176 EXCEL MOBILE Entering a sequence automatically Adding cells, rows, and columns 1 Highlight both the cells containing the info you want to automate and the adjacent destination cells. 1 Open the workbook you want to add to. 2 Press Menu (right action key) and select Edit > Fill. 3 Press Menu (right action key) and select Insert > Cells. 3 Select the Direction list, and then select the direction you want to populate. 4 Select how you want to insert the elements: 2 Highlight the area where you want to insert elements. 4 Select the Fill type list, and then select Series. Shift cells right: Inserts a new cell. The highlighted cell and all cells on its right move one column to the right. 5 Select the Series type list, and then select the type of series you want. If you select Date or Number, enter a Step value increment. Shift cells down: Inserts a new cell. The highlighted cell and all cells below it move down one row. 6 Select OK. Select Autofill as the series type to quickly fill cells with repetitive data such as numbers or repeated text. Autofill takes the content of the first cell in the highlighted row or column and copies it down or across the rest of the selection. TIP 10 CHAPTER YOUR MICROSOFT OFFICE TOOLS Entire row: Inserts a new row. The entire row in which the highlighted cell is located and all rows below it move down one row. Entire column: Inserts a new column. The entire column in which the highlighted cell is located and all columns to its right move one column to the right. 5 Select OK. EXCEL MOBILE 177 CHAPTER 10 YOUR MICROSOFT OFFICE TOOLS To add a new worksheet, press Menu and select Format > Modify Sheets. Select Insert, enter a name for the worksheet, and then press OK. To change the order of the worksheets, highlight a worksheet you want to move, and then select Move Up or Move Down. Press OK to finish. TIP Formatting cells Borders: Turns borders on and off for various cell edges, and sets the border and background colors. 5 Press OK TIP To name the highlighted cell or range of cells, press Menu and select Insert > Define Name. Enter the name and select Add. Press OK. 1 Open the workbook you want to format. 2 Highlight the cells you want to format. 3 Press Menu (right action key) and select Format > Cells. 4 Select any of the following: 1 Open the workbook you want to format. 2 Highlight the rows or columns you want to format. Size: Sets the row height and column width. 3 Press Menu (right action key), and then select Format > Row or Format > Column. Number: Sets the type of information the cells contain. 4 Select any of the following: Align: Sets whether text wraps within the highlighted cells, and sets horizontal and vertical alignment position. Font: Sets the typeface, color, size, and style attributes. 178 Formatting rows and columns EXCEL MOBILE AutoFit: Adjusts the size of the highlighted rows or columns to their contents. Hide: Hides the highlighted rows or columns. Unhide: Displays hidden rows or columns in the highlighted area. You can adjust the column and row size by tapping and dragging the right edge of the column or the bottom edge of the row. To automatically fit rows and columns to their contents, double-tap the lower edge of the row heading or the right edge of the column heading. DID YOU KNOW? Renaming a worksheet 4 Check or uncheck the Ascending box to indicate if you want to sort in ascending or descending order. 5 (Optional) Select the Then by lists, and then select second- and third-level sorting options. 6 Check or uncheck the Exclude header row from sort box to indicate whether you want to sort the header row. 1 Open the workbook containing the worksheet you want to rename. 7 Select OK. 2 Press Menu (right action key)) and select Format > Modify Sheets. Filtering info in a worksheet 3 In the Sheets list, highlight the worksheet you want to rename. 4 Select Rename, enter a new name for the worksheet, and then press OK twice. Sorting info in a worksheet 1 Highlight the cells you want to sort. 2 Press Menu (right action key) and select Tools > Sort. 3 Select the Sort by list, and then select the primary sort column. 10 CHAPTER YOUR MICROSOFT OFFICE TOOLS 1 Highlight the cells that contain the info you want to filter. 2 Press Menu (right action key) and select Tools > AutoFilter. A list appears at the top of each related column. 3 Select one of the new lists, and then select a filter. This hides all rows that do not include the selected filter. 4 (Optional) Do any of the following: • Select the other lists, and then select other filters. • To display all rows again, select the filter lists, and then select All. EXCEL MOBILE 179 CHAPTER 10 YOUR MICROSOFT OFFICE TOOLS • To turn off filtering, press Menu and select Tools > AutoFilter again. the current workbook, or as part of the current worksheet. 9 Press Finish You can also create custom filters where you specify comparisons. Select the filter lists, and then select Custom. (right action key). DID YOU KNOW? Creating a chart 1 Open the workbook you want to create a chart from. 2 Highlight the cells you want to include in the chart. 3 Press Menu (right action key) and select Insert > Chart. 4 Select the type of chart, and then press Next (right action key). 1 Open the workbook that contains the chart you want to format. 2 Open the chart. 3 Press Menu (right action key) and select Format > Chart. 4 Select any of the following: Titles: Specifies the title of the chart and headings, whether a legend appears, and the placement of the legend. 5 Confirm the area you want the chart to include, and then press Next (right action key). Scale: Specifies the minimum and maximum scales for charts with x and y axes. 6 Select the data layout, and then press Next (right action key). Type: Specifies the chart style. You can use this setting to convert your chart to a different format. 7 Check the boxes to indicate whether the first row and column represent labels. 8 Select whether you want the chart to appear as a separate worksheet within 180 Formatting or changing a chart EXCEL MOBILE Series: Lets you add, modify, format, or delete related data points without affecting the info in your worksheet. 5 Press OK Organizing your workbooks Finding or replacing info in a workbook 1 Open the workbook containing the info you want to find. When you go to a folder, you can easily search your documents by sorting by type. TIP 2 Press Menu (right action key) and select Edit > Find/Replace. 3 Select Find what and enter the info you want to find. 4 (Optional) Check the Match case box to find text that matches the capitalization in any text you entered in step 3. You can rename your workbooks. You can also move them to another folder or move them between your smartphone and an expansion (storage) card. 1 Go to the workbook list. 2 Select a file. 3 Press Menu (right action key) and select Rename/Move. 5 (Optional) Check the Match whole words only box to find only full words that match any text you entered in step 3. 4 Select Name, and then enter a new name for the workbook. 6 Select Find to locate the first instance of the info you entered in step 3, or select Replace and enter the replacement info. 5 Select the Folder list, and then select the folder you want to move the workbook to. 7 Select Next to find the next instance of the info, or select Replace to replace it. To replace all instances of the info, select Replace All. 8 When you see a message that Excel Mobile is done searching, press OK 10 CHAPTER YOUR MICROSOFT OFFICE TOOLS 6 Select the Location list, and then select Main memory or Storage card. 7 Press OK 8 Select the Show list in the upper-left, and then select the folder you want to view. 9 Select the Sort By list in the upper-right, and then select the sort method. EXCEL MOBILE 181 CHAPTER 10 YOUR MICROSOFT OFFICE TOOLS Deleting cells, rows, and columns NOTE Excel Mobile adjusts formulas to reflect the new cell locations. However, a formula that refers to a deleted cell displays the #REF! error value. 1 Open the workbook containing the elements you want to delete. 2 Highlight the area you want to delete. 3 Press Menu (right action key) and select Edit > Delete Cells. 4 Select how you want to remove the elements: Shift cells left: Deletes the highlighted cells and moves all cells on their right one column to the left. TIP To delete a workbook, go to the workbook list and highlight the workbook you want to delete. Press Menu and select Delete. Select Yes to confirm. TIP To delete a worksheet, press Menu and select Format > Modify Sheets. Highlight the worksheet you want to delete, and then select Delete. Select Yes, and then press OK to finish. Customizing Excel Mobile 1 Go to the workbook list. 2 Press Menu (right action key) and select Options. 3 Set any of the following options: Shift cells up: Deletes the highlighted cells and moves all cells below them up one row. Template for new workbook: Specifies the default template for new workbooks. Entire row: Deletes the entire row in which the highlighted cells are located, and moves all rows below it up one row. Save new workbooks to: Specifies where new workbooks are stored. Entire column: Deletes the entire column in which the highlighted cells are located, and moves all columns on their right one column to the left. 182 5 Select OK. EXCEL MOBILE Files to display in list view: Specifies which types of files appear in the workbook list. 4 Press OK CHAP TE R 11 Your application and info management tools Your smartphone comes equipped with a variety of tools for managing and organizing your information. Get the most out of your smartphone: Install some of the thousands of business, education, or leisure-time applications available. After you use your smartphone to create or capture important business and personal information, use one of several options to share it with others. Insert expansion cards (sold separately) for a compact and limitless answer to the storage dilemma. And because there’s one on your smartphone, you never need to carry a separate calculator. Benefits • Locate info in any application • Install applications, games, and other software • Keep others up-to-date with meaningful business and personal information • Store, carry, and exchange info • Always have a calculator with you In this chapter Finding information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 185 Installing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 187 Removing applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 190 Sharing information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191 Beaming information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 191 Using expansion cards . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 193 Calculator . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 197 Finding information Quickly find who or what you’re looking for by using one of these search features: • Lookup: Find and dial your contacts by name or phone number. See Dialing by contact name for details. • Search: Look through the text in all the applications on your smartphone. • File Explorer: Browse through the files and folders on your smartphone or on an expansion card. • Global Address List Lookup: Look up names in your online corporate address list. For information on opening and closing apps, see Opening and closing applications. TIP search for words within notes, appointments, contacts, and tasks. 11 CHAPTER YOUR APPLICATION AND INFO MANAGEMENT TOOLS Contacts on your SIM card do not appear in the search results list. DID YOU KNOW? 1 Press Start 2 Select Search and select Programs. You can also open Search by pressing Option + left Shift. DID YOU KNOW? Using Search Search for files and other items stored in the My Documents folder on your smartphone or on an expansion card. You can search by file name or by words located in the item. For example, you can 3 Select Search for, and then enter the file name, word, or other info you want to find. FINDING INFORMATION 185 CHAPTER 11 YOUR APPLICATION AND INFO MANAGEMENT TOOLS Show list If you’ve looked for an item before, select the Search for list, and then select the item in the list. TIP 4 Select the Type list, and then select the kind of information you want to find. 5 Press Search (left action key). 6 Use the 5-way to select and view an item from the results of the search. Exploring files and folders You can use File Explorer to browse the contents of folders on your smartphone. The root folder on your smartphone is named My Device. My Device is similar to My Computer on your computer. 1 Press Start and select Programs. 2 Select File Explorer FINDING INFORMATION TIP The storage card symbol appears next to the names of files that are stored on an expansion card. 3 Select the folder you want to explore. If the folder you want is not displayed, tap the Show list in the upper-left and select My Device to view all folders. 186 When the items in a folder are displayed, you can sort them by name, date, size, or type. Select the Sort by list in the upper-right, and then select the sort method. DID YOU KNOW? 4 Do any of the following: • To open an item, select it. • To quickly delete, rename, beam, or email an item, highlight the item, press and hold Center to open the shortcut menu, and then select the appropriate command. • To move a file to another folder, highlight the item, press and hold Center to open the shortcut menu, and then select Cut or Copy. Open the destination folder, press and hold Center to open the shortcut menu, and then select Paste. Applications you download to your computer are likely to be in a compressed format such as ZIP. If the file is compressed, you need to use a decompression utility on your computer, such as WinZip, before you install applications on your smartphone. • To highlight multiple items, tap and drag the stylus. These instructions tell you how to install basic files onto your smartphone. Some software uses an installer or wizard to guide you through the process. For details, consult the documentation that came with the software. IMPORTANT Do not delete any files that you cannot identify. These files may be required for your smartphone to function properly. 11 CHAPTER YOUR APPLICATION AND INFO MANAGEMENT TOOLS If an application does not have a Microsoft Mobile to Market certificate, you see a message indicating that the application is untrusted. If this occurs, you can indicate whether you want to continue the installation. TIP Installing applications Your Palm® Treo™ 750v smartphone comes with several built-in and ready-to-use applications. You can also install any of the additional software included on the Windows Mobile Getting Started Disc as well as other third-party applications that are compatible with Windows Mobile® 5.0 devices, such as business software, games, and more. Installing bonus software from the CD The Windows Mobile Getting Started Disc includes several bonus software applications that you can install on your smartphone. You can install these applications when you install the desktop software, or you can install them later. INSTALLING APPLICATIONS 187 CHAPTER 11 YOUR APPLICATION AND INFO MANAGEMENT TOOLS 1 Insert the Windows Mobile Getting Started Disc into the CD drive on your computer. • Make sure that the third-party application supports 240x240 screen resolution. Some older applications have screen-size limitations. • If you can try a free version of the software before purchasing it, you can test it first to make sure it works properly. 2 Click Add Programs. 3 Click the name of the application you want to install. 4 Click Install (on the right side of the screen). 5 (Optional) Repeat steps 3 and 4 to install additional applications. 6 Synchronize your smartphone with your computer to install the application(s) on your Treo 750v smartphone. Installing third-party applications When installing third-party applications, note the following: • 188 Install only apps that use Microsoft Windows Mobile 5.0 software for Pocket PC Phone Edition. The Microsoft Windows Mobile 5.0 software for Smartphone is not compatible with your Treo 750v smartphone. Also, programs written for earlier versions do not support 5-way navigation or action keys and can have performance problems. INSTALLING APPLICATIONS NOTE If you encounter a problem with a third-party application (such as an error message), contact the application’s vendor. For general troubleshooting of third-party applications, see Third-party applications. You can purchase a third-party application that lets you run Palm OS® applications on your Treo 750v smartphone. DID YOU KNOW? TIP Before purchasing a third-party application, try the free version. Installing applications from the Internet You can use Internet Explorer Mobile to install Windows Mobile apps in the CAB file format directly from the Internet. For files in any other format except CAB, you must first download the files to your computer and then install them to your smartphone by synchronizing. 1 Make sure your phone is on (see Turning your phone on). 2 Press Start Explorer. and select Internet 3 Go to the page that contains the link to the application you want to download. 4 Press Left or Right to highlight the link to the file, and then press Center to start the download process. 5 Press Start and select Programs. 6 Select File Explorer 7 Go to the My Documents folder in File Explorer. 8 Tap the file you downloaded to start the installation program. Installing applications from your computer BEFORE YOU BEGIN To install an application from your computer to your smartphone, you must first install ActiveSync® desktop software on your computer (see Installing the desktop synchronization software). 1 Open My Computer or Windows Explorer on your computer. 2 Double-click Mobile Device 11 CHAPTER YOUR APPLICATION AND INFO MANAGEMENT TOOLS 3 Copy the application file(s) into the Mobile Device folder. 4 Connect your smartphone to your computer to synchronize and install the application(s) on your smartphone. Installing applications onto an expansion card BEFORE YOU BEGIN To install an application from your computer to an expansion card, you must first install ActiveSync desktop software on your computer (see Installing the desktop synchronization software). 1 Insert the expansion card into the expansion card slot (see Inserting and removing expansion cards). 2 Connect your smartphone to your computer. 3 Open My Computer or Windows Explorer on your computer. 4 Double-click Mobile Device INSTALLING APPLICATIONS 189 CHAPTER 11 YOUR APPLICATION AND INFO MANAGEMENT TOOLS 5 Double-click My Windows Mobile-Based Device to open the Mobile Device folder. 6 Copy the application file(s) into the Storage Card folder inside the Mobile Device folder. Removing applications To free up memory on your smartphone, you can remove applications that you no longer use. You can remove only applications, patches, and extensions that you install; you cannot remove the built-in applications that reside in the ROM portion of your smartphone. 1 Press Start and select Settings. 2 Select the System tab, and then select Remove Programs 190 REMOVING APPLICATIONS 3 Highlight the application that you want to remove. Built-in applications that cannot be deleted are not listed in the Remove Programs list. DID YOU KNOW? 4 Select Remove. 5 Select Yes to confirm the deletion. Sharing information Your smartphone comes equipped with a variety of options for sharing information, so that you can choose the quickest, most convenient way to send your info or to receive info from another device. • When you have a file open in a program such as Notes or PowerPoint Mobile, you can easily share a file by selecting the Menu, and then selecting Send via E-Mail or Beam File. • In Microsoft Outlook®, you can insert a picture or attach a note or other file to an email. You can also receive pictures and attachments (see Your email). • You can synchronize to share info between your smartphone and your computer or between your smartphone and Microsoft Exchange Server 2003 (see Synchronizing information). • If you are near someone, you can beam files and applications between your smartphone and your neighbor’s device using the IR port or Bluetooth® wireless technology (see Beaming information). • You can also store files on an expansion card and share the expansion card (see Using expansion cards). 11 CHAPTER YOUR APPLICATION AND INFO MANAGEMENT TOOLS Beaming information Your smartphone is equipped with an IR (infrared) port that enables you to beam information to another device with an IR port. The IR port is located on the side of your smartphone closest to the stylus, near the top. You can also beam using the built-in Bluetooth wireless technology on your smartphone. The normal range for beaming with IR is about 20 centimeters (8 inches). The maximum range for beaming with Bluetooth technology is about 10 meters (30 feet). Performance and range are affected by physical obstacles, radio interference from nearby electronic equipment, and other factors. SHARING INFORMATION 191 CHAPTER 11 YOUR APPLICATION AND INFO MANAGEMENT TOOLS For best results, the path between the two devices must be clear of obstacles, and both devices kept stationary. If you have difficulty beaming, shorten the distance and avoid bright sunlight. TIP 2 Press Menu (right action key) and select Beam… (the menu item changes names based on the type of item you highlighted). 3 Do one of the following: The type of information you can beam depends on the type of device you are beaming to. Other Windows Mobile devices are always compatible with the Treo 750v smartphone. DID YOU KNOW? Bluetooth: When the name of the receiving device appears, select Tap to send to begin the transfer. A blue icon indicates a Bluetooth connection. Beaming a record 1 Highlight the entry or file you want to beam. 192 BEAMING INFORMATION IR: Point the IR port on your smartphone directly at the IR port of the receiving device. A red icon indicates an IR connection. 4 Wait for Done to appear next to the name of the receiving device before you continue using your smartphone. Receiving beamed information 1 Turn on your screen. your smartphone. For example, miniSD expansion cards can store the following: 2 Point your smartphone’s IR port directly at the IR port of the transmitting device. • Pictures • Games • Videos • eBooks 3 When the Receiving Data message appears, select Yes to receive the beam. • MP3 audio files • Applications • Email attachments • Databases If you can’t receive beamed info, press Start and select Settings. Select the Connections tab, and then select Beam. Make sure the Receive all incoming beams box is checked. If you still can’t receive info, try a soft reset (see Resetting your smartphone). TIP 11 CHAPTER YOUR APPLICATION AND INFO MANAGEMENT TOOLS Expansion cards are sold separately. We recommend that you purchase preformatted expansion cards. To format a card on your own, you need to connect a card reader (sold separately) to your computer. TIP Inserting and removing expansion cards Using expansion cards The expansion card slot on your smartphone enables you to add miniSD cards to extend the storage capacity of 1 Open the expansion card slot door by sliding your fingernail or another thin object into the notch. 2 Hold your smartphone with the screen facing you and hold the card with the label facing you. The notch on the card should be toward the bottom of your smartphone. 3 Insert the card into the expansion card slot until you feel it lock into place and you hear the confirmation tone. USING EXPANSION CARDS 193 CHAPTER 11 YOUR APPLICATION AND INFO MANAGEMENT TOOLS 4 To remove an expansion card, press down and release the card. Notch 5 After you feel the expansion card slot eject the card, remove the card from the slot. 194 USING EXPANSION CARDS Opening applications on an expansion card 5 Select the application you want to open. After you insert an expansion card into the expansion card slot, you can open any of the applications stored on the expansion card. Saving files to an expansion card To run an application on an expansion card, your smartphone must have enough free space in the internal memory to run the application. TIP 1 Insert the expansion card into the expansion card slot. 2 Press Start and select Programs. 3 Select File Explorer. 4 Tap the Show list in the upper-left, and then select Storage Card. Show list 11 CHAPTER YOUR APPLICATION AND INFO MANAGEMENT TOOLS You can save space on your smartphone by saving files to an expansion card. For example, when you create new Word Mobile documents, notes, Excel Mobile workbooks, pictures, videos, and audio files, you can save them directly to an expansion card. Saving files to an expansion card also makes it easy to share those files with others. (Some applications may not support this feature.) 1 Insert an expansion card into the expansion card slot. 2 Open the application you want to save the info from. 3 Press Menu (right action key) and select Options. 4 Select the Save to list, and then select Storage Card. If you don’t see the Save to list on the Options screen, look on the other tabs (if present). If you still can’t find a Save to list, the application may not support this feature. TIP 5 Press OK USING EXPANSION CARDS 195 CHAPTER 11 YOUR APPLICATION AND INFO MANAGEMENT TOOLS Moving info between your smartphone and an expansion card 1 Insert an expansion card into the expansion card slot. 2 Open the application from which you want to move the info. 5 Press Menu (right action key) and select Edit > Copy or Edit > Cut. 3 Go to the list view. 6 Go to the folder where you want to place the selected item. 4 Press Menu (right action key) and select Rename/Move. 7 Press Menu (right action key) and select Edit > Paste. 5 Select the Location list, and then select where you want to move the info: Storage Card or Main Memory. 8 Press OK 6 Press OK Copying or moving applications and files between your smartphone and an expansion card 1 Insert the expansion card into the expansion card slot. 2 Press Start and select Programs. 3 Select File Explorer. 4 Select the file or application you want to copy or move (see Exploring files and folders). 196 TIP Your applications are usually located in the My Device/Program Files folder. USING EXPANSION CARDS Viewing available expansion card memory 1 Insert the expansion card into the expansion card slot. 2 Press Start and select Settings. 3 Select the System tab, and then select Memory 4 Select the Storage Card tab. 5 Press OK Exploring files on an expansion card 3 Select File Explorer. 1 Insert the expansion card into the expansion card slot. 4 Tap the Show list in the upper-left, and then select My Device. 2 Press Start 3 Select File Explorer. 5 Highlight the current expansion card name (Storage Card by default). 4 Tap the Show list in the upper-left, and then select Storage Card. 6 Press Menu (right action key) and select Rename. 5 Select the folder or files you want to view. 7 Enter a new name for the card. 6 Press OK and select Programs. 8 Press OK 11 CHAPTER YOUR APPLICATION AND INFO MANAGEMENT TOOLS Renaming an expansion card Calculator If you change the contents of an expansion card, you may at some point want to rename the card to better match its contents. You can use Calculator for basic arithmetic calculations, such as addition, subtraction, multiplication, and division. Before copying information to or renaming the files or folders on an expansion card, or renaming the card itself, make sure the card is not write-protected. See the instructions that came with your card for details. TIP 1 Insert the expansion card into the expansion card slot. 2 Press Start and select Programs. CALCULATOR 197 CHAPTER 11 YOUR APPLICATION AND INFO MANAGEMENT TOOLS Performing calculations 1 Press Start TIP You can paste numbers into Calculator as well as copy calculation results to be pasted into another app. Press Menu (right action key) and select Edit. and select Programs. 2 Select Calculator 3 Enter numbers and perform calculations, including the following: TIP For more advanced calculations, use Excel Mobile. See Excel Mobile for details. Clears the last digit in a multi-digit entry. Using the Calculator memory Clears the current calculation or the displayed number. • Calculates the reciprocal of a number. When you store a number in memory, it replaces the number that is currently stored. DID YOU KNOW? Calculates percentage. Calculates the square root of a number. Switches a number between negative and positive. 198 CALCULATOR To store a number, select the box to the left of the entry box. An M appears in the box. • To add the displayed number to the number stored in memory, select • To display the number stored in memory, select • To clear the memory, select CHAP TE R 12 Your personal settings Customizing is optional. But why not personalize your smartphone to make it match your lifestyle and work even harder for you? You can easily customize your smartphone’s sounds, fonts, screen colors, and more. Take advantage of various levels of security. Prevent making an accidental (and expensive) phone call by locking the keyboard. Some preference settings can help extend the life of your smartphone’s battery. There are lots of ways to make your smartphone work better for you. Benefits • Conserve power • Secure your data • Make your screen easy to read In this chapter Today screen settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 201 System sound settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 202 Display and appearance settings . . . . . . . . . . . . . . . . . . . . . . . . . . . 204 Application settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 206 Locking your smartphone and info . . . . . . . . . . . . . . . . . . . . . . . . . . 210 System settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 214 Connection settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220 Today screen settings Selecting which items appear on your Today screen 1 Press Start 12 CHAPTER YOUR PERSONAL SETTINGS and select Settings. Selecting your Today screen background 1 Press Start and select Settings. 2 On the Personal tab, select Today 3 Select the Items tab. 2 On the Personal tab, select Today 3 On the Appearance tab, check the Use this picture as the background box. 4 Select Browse. 5 Select the picture you want to use. 6 Press OK To change the color theme for your smartphone, select a new theme from the Appearance tab in Today Settings. TIP 4 Check the boxes next to the items you want to appear on your Today screen, and uncheck any items you want to hide. 5 (Optional) Select Options (if available) to configure the settings for the current item. Press OK to return to Today Settings. 6 Press OK There are lots of third-party plug-ins available for your Today screen. DID YOU KNOW? TODAY SCREEN SETTINGS 201 CHAPTER 12 YOUR PERSONAL SETTINGS System sound settings When you’re in a meeting, at the movies, or anywhere that silence is required, you can immediately silence all sounds on your smartphone, including Calendar notifications and system sounds. This does not mute the speaker during phone calls. if the smartphone ring volume is set to the loudest setting and you slide the ringer switch to Sound Mode Off, you do not hear the smartphone ring. When you move the ringer switch back to Sound Mode On, the smartphone ring volume is still set to the loudest setting. Silencing sounds Can't get music to play out of your smartphone’s MP3 player? Check the ringer switch. If it’s set to Sound Mode Off, you won’t be able to hear music. TIP Your smartphone includes a silent alarm that can vibrate even when the ringer switch is set to Sound Mode Off. DID YOU KNOW? 1 Slide the ringer switch to Sound Mode Off . The smartphone vibrates briefly. 2 To hear all sounds again, slide the ringer switch to Sound Mode On When you slide the ringer switch back to the Sound Mode On position, it restores the previous sound settings. For example, 202 SYSTEM SOUND SETTINGS Sound Mode On Sound Mode Off Selecting Sounds & Notifications 1 Press Start and select Settings. 2 On the Personal tab, select Sounds & Notifications 3 On the Sounds tab, set any of the following options: Events: Turns sounds on/off for system warnings and error messages. To record, preview, delete, and send sounds, select the Manage tab. To record a sound, press Menu and select New Sound. To play a sound, select it and press Play. To delete a sound, highlight it and press Backspace. To send a sound, highlight it, press Menu, and select Send Sound. TIP 12 CHAPTER YOUR PERSONAL SETTINGS 4 Select the Notifications tab and set any of the following options: Programs: Turns sounds on/off in the applications on your smartphone. Notifications: Turns alarms and reminders on/off in the applications on your smartphone. Event: Specifies which action you want to change the settings for. The remaining options vary based on the action you select. Screen taps: Turns sounds associated with tapping the screen on/off, and sets the volume level when this sound is turned on. Hardware buttons: Turns sounds associated with pressing buttons on/off, and sets the volume level when this sound is turned on. Play sound: Lets you turn the sound on/off for the selected event. To select a different sound select the list to the right of this setting, and then select a SYSTEM SOUND SETTINGS 203 CHAPTER 12 YOUR PERSONAL SETTINGS different sound. To preview the sound, select Play Sound, and then select Play. Changing the text size and clarity Repeat: Indicates whether the sound plays more than once, if turned on. 2 Select the System tab, and then select Screen Display message on screen: Indicates whether a notification message appears onscreen for the selected event. 3 Select the Text Size tab. Vibrate: Indicates whether your smartphone vibrates to notify you about the selected event. 5 Select the Clear Type tab. 5 Press OK 1 Press Start 4 Press Left text size. and Right to adjust the 6 To smooth the edges of screen fonts, check the Enable Clear Type box. 7 Press OK and select Settings. Setting display formats Display and appearance settings 1 Press Start and select Settings. Adjusting the brightness 1 Press Option , and then press 2 Press Left brightness. and Right 3 Press OK to adjust the 2 Select the System tab, and then select Regional Settings 204 DISPLAY AND APPEARANCE SETTINGS 3 On the Region tab, select a region from the list. The region selection sets the default format settings. 4 (Optional) Select any of the following tabs to customize the format settings: Number: Sets the decimal symbol and number of decimal places, the digit grouping symbol and group size, list separators, negative number sign symbol and format, leading zero display, and measurement system (metric vs. U.S.). Currency: Sets the currency symbol and position, the decimal symbol and position, digit grouping symbol and group size, and negative number format. Time: Sets the time style, separators, and AM and PM symbols. Date: Sets the short date style, separators, and long date style. Aligning the screen to correct tapping problems Occasionally, your screen may need to be readjusted. You know your screen needs adjustment when the wrong feature is activated when you tap the screen. To fix the problem, align the screen. 1 Press Start and select Settings. 2 Select the System tab, and then select Screen 3 On the General tab, select Align Screen. 4 Tap the screen where indicated. 5 Press OK Changing the system color scheme You can also set the background for your Today screen (see Selecting your Today screen background). TIP 1 Press Start 5 Press OK 12 CHAPTER YOUR PERSONAL SETTINGS and select Settings. 2 On the Personal tab, select Today 3 On the Appearance tab, select a theme in the list. 4 Press OK DISPLAY AND APPEARANCE SETTINGS 205 CHAPTER 12 YOUR PERSONAL SETTINGS Changing screen orientation Landscape orientations are determined by which hand you would hold the stylus in. 1 Press Start and select Settings. 2 Select the System tab, and then select Screen 3 Select the General tab. 4 Select an orientation: • Portrait • Landscape (right-handed) • Landscape (left-handed) 5 Press OK Application settings Arranging the Start menu You can change the first seven applications listed on the Start menu. You can still access the remaining applications by selecting Programs from the Start menu, and then selecting the application’s icon. 1 Press Start and select Settings. 2 On the Personal tab, select Menus 3 Check the boxes next to the applications you want to see in the Start menu. 4 Press OK TIP Don’t forget the six.icons across the top of the Start menu. They’re the apps you opened most recently, and it’s easy to get back to them: just use the 5-way to select one of the icons Reassigning buttons Buttons Settings lets you select which applications are associated with many of 206 APPLICATION SETTINGS the buttons and key combinations on your smartphone. • Hold Side button = Windows Media Player. 12 CHAPTER YOUR PERSONAL SETTINGS 4 Select the Assign a program list, and then select the application you want to assign to the button or key combination you selected in step 3. 5 Press OK Setting up voice commands IMPORTANT The Voice Command application is available only for English, French, and German. 1 Press Start and select Settings. 2 On the Personal tab, select Buttons 3 On the Program Buttons tab, highlight the button or key combination you want to change in the Buttons list. The hardware buttons are mapped to the following items: • Start • OK • Option + Phone/Send Messaging. • Option + Start • Option + OK Voice commands enable you to use speech to execute some commands on the Start menu and the Programs menu. = Start menu. = OK/Close. = Calendar. = Task Manager. APPLICATION SETTINGS 207 CHAPTER 12 YOUR PERSONAL SETTINGS 1 Assign the Hold Side button to Voice Command. See Reassigning buttons for details. 2 Press Start and select Settings. 3 On the Personal tab, select Voice Command. 4 Select Enabled. 5 Select the items you want to enable. If an item is highlighted and the Options box is active, select the Options box to choose the features you want enabled for the highlighted item. 1 Set the ringer switch at the top of your smartphone to On. 2 Hold your device about 230mm (nine inches) away from your mouth, and then press and release the assigned Voice Command button (see Setting up voice commands). A tone plays and a microphone icon appears at the top of your screen. 3 In a clear voice say the command. For example: • To access Help, say,“Help.” After Voice Command finishes speaking, a microphone icon appears at the top of your screen. Say your answer. For example, say, “General” to access general Help topics. • To access your Calendar, say, “Start Calendar.” • To access your music, say, “Start Windows Media.” After Voice Command finishes speaking, a microphone icon appears at the top of your screen. Say your answer. Using voice commands DID YOU KNOW? If you have questions about the types of commands that can be used with Voice Command, you can go to the on-device Help by pressing Start and selecting Help. The Voice Command application is available only for English, French, and German. IMPORTANT Do not use voice commands in your car until you read the End user notice about this kind of usage; see End user notice. 208 APPLICATION SETTINGS 12 CHAPTER YOUR PERSONAL SETTINGS You can move quickly through voice commands by stopping the voice command response before it finishes. When Voice Command responds, you can press the Voice Command button before it completes the question. Once the microphone icon is visible, you may say your answer. TIP Setting input options 1 Press Start and select Settings. 2 On the Personal tab, select Input 3 Select the Word Completion tab and set any of the following options: Suggest words when entering text: Indicates whether word suggestions appear as you enter text. You can also specify how many letters you want to enter before a suggestion appears, how many suggestions you want to see, and whether a space appears after you insert a suggested word. Replace text as you type: Indicates whether the text you type adds to existing text or replaces it. This is similar to the Insert function on a computer keyboard. 4 Select the Options tab and set any of the following options: Voice recording format: Specifies the format in which you save voice notes. To enter a suggested word, press Down to highlight the suggestion, and then press Center to accept it. TIP APPLICATION SETTINGS 209 YOUR PERSONAL SETTINGS CHAPTER 12 Locking your smartphone and info Default zoom level for writing: Specifies the initial size of text entered from onscreen writing methods. Your smartphone includes several features that help you protect your smartphone from inadvertent use and keep your information private. The built-in security software lets you use your smartphone for emergency calls, such as dialing the 112 emergency number, even if it is locked. • Keyguard: Manually disables all buttons and the screen’s touch-sensitive feature to prevent accidental presses in your briefcase or pocket. • Auto-Keyguard and touchscreen lockout: Automatically enables Keyguard after a period of inactivity and lets you disable the screen’s touch-sensitive feature during an active call. • Phone Lock: Requires a PIN to make and receive calls. • System password lock: Requires a password to see any information on your smartphone. Default zoom level for typing: Specifies the initial size of text entered using the keyboard. Capitalize first letter of sentence: Specifies whether the first letter of a sentence automatically appears in uppercase, without requiring you to press a Shift key. Scroll upon reaching the last line: Specifies whether the display automatically scrolls when you select the last line of visible info. 5 Press OK 210 LOCKING YOUR SMARTPHONE AND INFO 2 On the Personal tab, select Keyguard To avoid accidentally pressing onscreen buttons while you’re holding your smartphone up to your ear to speak, you can disable the screen’s touch-sensitive feature during active calls. When the screen’s touch-sensitive feature is disabled, you must use the 5-way navigator to access items on the screen. TIP 12 CHAPTER YOUR PERSONAL SETTINGS 3 Select the Auto-Keyguard list and then disable the auto-keyguard feature or set the period of inactivity that passes before the keyboard automatically locks. Locking your keyboard (Keyguard) By default, your keyboard locks so that you don’t accidentally press buttons or activate screen items while your smartphone is in a pocket or bag. • To dismiss Keyguard, press Center • To manually turn on Keyguard when your smartphone screen is on, press Option and Power/End If you’re using a headset or hands-free device and your smartphone is in a pocket or bag, you can manually turn on Keyguard during a call to prevent accidental key presses. TIP 4 Press OK Locking your screen 1 Press Start and select Settings. 2 On the Personal tab, select Keyguard Auto-Keyguard enables you configure the Keyguard feature. 3 Check or uncheck the Disable touchscreen box to determine whether the screen’s touch-sensitive feature is enabled during a call. 1 Press Start 4 Press OK and select Settings. LOCKING YOUR SMARTPHONE AND INFO 211 CHAPTER 12 YOUR PERSONAL SETTINGS Locking the SIM card You can lock your SIM (Subscriber Identity Module) card to prevent unauthorized use of your mobile account. When your SIM card is locked, you must enter the PIN to power on your phone to make or receive calls, except for emergency numbers. The SIM card remains locked even if you move the card to another phone. When your SIM card is locked, you can unlock your SIM card by trying to turn on the phone. A dial pad appears for you to enter your PIN. BEFORE YOU BEGIN You need the following: • • Make sure your phone is on and that you’re inside a coverage area (see Turning your smartphone on/off). Get your default PIN from your network operator. 1 Press Start 212 and select Settings. LOCKING YOUR SMARTPHONE AND INFO 2 On the Personal tab, select Phone 3 Select the Security tab. 4 Check the Require PIN when phone is used box. 5 Enter the PIN and press Done (left action key). 6 Press OK to finish. 7 Turn your phone off to activate the phone lock feature. Your SIM card locks when you turn off your phone and turn it back on. When your SIM card is locked, you can unlock your SIM card entering your PIN. You can permanently unlock your SIM card. Select Menu, Preferences, and then Phone Settings. Select the Security tab and uncheck the Require PIN when phone is used box. DID YOU KNOW? NOTE You need your PIN number to edit your PIN number or remove the locking feature. If you enter an incorrect PIN more times than allowed by your network operator, the SIM card locks. Once the SIM card locks, you need the PUK (PIN Unlock Key) to unlock the SIM card. Contact your network operator for more information and the PUK. Locking your smartphone To protect your personal information, you can lock the system so that you need to enter your password to access any of your information or use other features of your smartphone. IMPORTANT If you lock your system, you must enter the exact password to unlock it. If you enter an incorrect password, you are given another chance. Each time an incorrect password is entered, you are given progressively longer time periods between your chances to enter the password. If you forget the password, you need to perform a hard reset to resume using your smartphone. Performing a hard reset deletes all the entries in your smartphone. However, you can restore all previously synchronized info the next time you sync (see Defining speed-dial buttons. 1 Press Start 12 CHAPTER YOUR PERSONAL SETTINGS and select Settings. 2 On the Personal tab, select Lock 3 On the Password tab, check the Prompt if device unused for box to turn on the password feature. 4 Select the first list, and then select how long a period of inactivity must pass before you are prompted to enter a password to unlock the system. 5 Select the Password type list, and then select a format for your password. 6 Select Password, tap the onscreen keyboard icon, and enter your password. Then tap the onscreen keyboard icon. 7 Select Confirm, tap the onscreen keyboard icon, and enter the password again. Then tap the onscreen keyboard icon. LOCKING YOUR SMARTPHONE AND INFO 213 CHAPTER 12 YOUR PERSONAL SETTINGS 8 (Optional) Select the Hint tab and enter a hint to help you recall your password. 9 Press OK Entering owner information You can enter personal information that you want to associate with your smartphone, such as your name, company name, and phone number. You can also set whether you want this information to appear when you turn on your smartphone. If you lose your smartphone, this feature can help the person who finds it return it to you. 1 Press Start and select Settings. 3 On the Identification tab, enter any of the contact information you want to include. 4 Select the Notes tab and then enter any additional text you want to include. 5 Select the Options tab and check the boxes to indicate which info (if any) you want to appear on the screen when you turn on your smartphone. 6 Press OK TIP You can also display your Owner Information on your Today screen. See Selecting which items appear on your Today screen for details. System settings Setting the date and time Clock & Alarms Settings lets you set the time zone, time, and date for your home location and a location that you visit. 2 On the Personal tab, select Owner Information 214 SYSTEM SETTINGS To set the display format for the date and time, see Setting display formats. 1 Press Start and select Settings. 2 Select the System tab, and then select Clock & Alarms 3 On the Time tab, select Home. 4 Select the first list, and then select the time zone for your home location. Synchronizing the date, time, and time zone with the network 12 CHAPTER YOUR PERSONAL SETTINGS By default your smartphone synchronizes the date, time, and time zone with your network operator’s network whenever your phone is on and you are inside a coverage area. 1 Press Start and select Settings. 2 Select the System tab, and then select Clock & Alarms 3 Select the More tab. 4 To disable this option, uncheck the Enable local network time box. 5 Select the hour, and then press Up or Down to increase or decrease the hour setting. Repeat this process for the minute, seconds, and AM/PM settings. 6 (Optional) Select Visiting and set the info for a location that you visit often. 7 Press OK 8 If prompted, select Yes to accept your changes. 5 If you want to keep your smartphone date and time set for your selected location, uncheck the Use network time zone box. Setting system alarms System alarms let you set alarms that are not associated with a task or appointment. For example, you can use your smartphone as an alarm clock when you travel, or set alarms to remind you when it’s time to take medication or pick up the kids. SYSTEM SETTINGS 215 CHAPTER 12 YOUR PERSONAL SETTINGS 1 Press Start and select Settings. TIP To change the alarm sound, select the alarm sound icon, select the Play Sound list, and then select the alarm sound you want to use. 9 Press OK to finish. 10 If prompted, select Yes to accept your changes. Managing identity certificates 2 Select the System tab, and then select Clock & Alarms 3 Select the Alarms tab. 4 Check a box to turn on that alarm. 5 Select the description next to the box you checked and enter a description for the alarm. 6 Select the days of the week you want the alarm to go off. You can select multiple days for each alarm. 7 Select the time you want the alarm to go off, and then press OK 8 Select , check the boxes to select how you want the alarm to go off, and then press OK 216 SYSTEM SETTINGS Your smartphone may include preinstalled certificates. Certificates are digital documents that are used to authenticate and exchange information on networks. Certificates can be issued for a user, a device, or a service. 1 Press Start and select Settings. 2 Select the System tab, and then select Certificates 3 Select any of the following: Personal: Displays certificates that establish your identity when you log in to a secured network, such as a corporate network. Root: Displays certificates that identify the computers, such as servers, that you connect to. These certificates help prevent unauthorized users from accessing your smartphone and information. 4 Press OK documents (or any info contained in them) are intentionally sent with the report. To ensure further security, the report is transmitted via a secure connection and is kept confidential and anonymous in a limited-access database. 12 CHAPTER YOUR PERSONAL SETTINGS to finish. This error reporting method meets the privacy regulations of the European Union (EU) as well as the Fair Information Practice Principles of the Federal Trade Commission. To view the Fair Information Practice Principles, visit the Federal Trade Commission website at www.ftc.gov/reports/ privacy3/fairinfo.htm. DID YOU KNOW? To delete a certificate, tap and hold the certificate in the list, and then select Delete from the shortcut menu. TIP Enabling error reporting Error Reporting sends info that helps diagnose application errors for devices running Windows Mobile software. When an error is detected, a text file is created. You can review the file and choose whether you want it delivered to technical support. The information is used by programming groups at Microsoft for quality control and is not used for tracking individual users or installations for any marketing purpose. The info that is collected is technical info about the state of your system when the error occurred. No Your smartphone must be connected to your computer when you send the error report—provided your computer is connected to the Internet. 1 Press Start and select Settings. 2 Select the System tab, and then select Error Reporting 3 Select whether you want to enable or disable error reporting. 4 Press OK to finish. SYSTEM SETTINGS 217 CHAPTER 12 YOUR PERSONAL SETTINGS How much storage space do I have left? 1 Press and hold OK Stop. To close all open applications, select Stop All. 2 Select any of the following tabs: Main: Displays the amount of memory assigned to your applications and info, as well as the amount of memory in use versus the available memory. 3 Press OK to finish. Optimizing power settings Storage Card: Displays the amount of memory available on an expansion card that is inserted in the expansion slot on your smartphone. Running Programs: Lists the applications that are in use on your smartphone. To switch to an application, highlight it and select Activate. To close an application, highlight it and select 218 SYSTEM SETTINGS TIP An easy way to check the battery level is by tapping the Battery icon in the title bar. 1 Press Start and select Settings. 2 Select the System tab, and then select Power 3 On the Battery tab, view the power remaining in your battery. 4 Select the Advanced tab and set whether your smartphone’s screen turns off automatically after a specified period of inactivity. You can assign different intervals for battery power and external power. 5 Press OK 12 CHAPTER YOUR PERSONAL SETTINGS to finish. To conserve additional battery power, adjust the display backlight setting. Press Start and select Settings. Select the System tab, and then select Backlight. On the Battery Power tab, set whether the display backlight turns off automatically after a period of inactivity. TIP Turning wireless services on/off 1 From the Today screen, press Menu (right action key) and select Wireless Manager. To change the settings for one of the displayed wireless features, select Menu and select the wireless feature you want to change. TIP SYSTEM SETTINGS 219 YOUR PERSONAL SETTINGS CHAPTER 12 Internet, simply start Internet Explorer Mobile. For special situations, such as connecting to your internet service provider (ISP) or to a remote access server (RAS), you can set up another connection. BEFORE YOU BEGIN Obtain the following information from your ISP or system administrator: 2 Turn your smartphone’s wireless features on/off. Select All to turn all wireless features on/off. • ISP server phone number or access point • Username 3 Press OK • Password to finish. You can also turn wireless services on and off by tapping the signal-strength icon at the top of the screen, and then selecting Wireless Manager. Connection settings Managing ISP settings Your smartphone is already set up to connect to the Internet using a high-speed data connection on your network operator’s network. To connect to the 220 CONNECTION SETTINGS 1 Press Start and select Settings. 2 Select the Connections tab, and then select Connections 3 On the Tasks tab, select Manage existing connections. 4 Select the Modem tab. 5 Highlight the connection you want to view or change, and then select Edit, or to create a new connection, select New. 6 Follow the onscreen instructions to edit or create the connection. Connecting to a VPN (virtual private network) 3 Select the Connections tab, and then select Connections If you want to use your smartphone to access your corporate email account or other files on your corporate server, you may need to set up a VPN. A VPN enables you to log in to your corporate server through the company’s firewall (security layer). 4 On the Tasks tab, select Add a new VPN server connection. Check with your company’s system administrator to see if a VPN is required to access the corporate network. If you need a VPN, you must purchase and install a third-party VPN client to use this feature. Before you begin setting up a VPN, ask your system administrator for the following information: • Your username and password • Your server’s domain name • Your server’s TCP/IP settings • Your server’s host name or IP address 1 Install your third-party VPN client (see Installing applications). 2 Press Start and select Settings. 12 CHAPTER YOUR PERSONAL SETTINGS 5 Follow the onscreen instructions to enter the settings provided by your corporate system administrator. To manually start a data connection on your network operator’s network or another network, go to Connections Settings, and on the Tasks tab, select Manage existing connections. Tap and hold the connection you want to start, and then select Connect from the shortcut menu. TIP Setting up a proxy server 1 Press Start and select Settings. 2 Select the Connections tab, and then select Connections 3 On the Tasks tab, select Set up my proxy server. 4 Check both boxes near the top of the screen. 5 Select Proxy server and enter the proxy server name. 6 Press OK CONNECTION SETTINGS 221 CHAPTER 12 YOUR PERSONAL SETTINGS To change settings such as the port number, proxy server type, or credentials, select Advanced. TIP Ending a data connection If your service plan includes minutes-of-use fees for data connections, you can reduce costs by ending the data 222 CONNECTION SETTINGS connection when you’ve finished browsing the web. 1 Use the stylus to tap the data connection icons or on the title bar. 2 Select Disconnect from the shortcut menu. CHAP TE R 13 Common questions Transferring info from another device You can purchase a third-party application that lets you run Palm OS® applications on your Treo 750v smartphone. DID YOU KNOW? If you have questions about Windows Mobile, you can go to the Microsoft Windows Mobile website. Search for Palm devices or Pocket PCs for information. DID YOU KNOW? For information on transferring your info from a previous Windows Mobile® device or from a Palm OS® device to your new Palm® Treo™ 750v smartphone, visit www.palm.com/treo750v-support for instructions. IMPORTANT Do not use a backup utility to transfer your info from another device to your new smartphone. This can cause your smartphone to malfunction. CHAPTER 13 COMMON QUESTIONS Reinstalling the desktop software If you have problems synchronizing using ActiveSync® desktop software, you may need to reinstall the software. BEFORE YOU BEGIN Make sure your computer profile includes administrator rights to install software. In large organizations, these are usually granted by the system administrator. You must install the version of ActiveSync desktop software that came with your smartphone on the Windows Mobile Getting Started Disc. Other versions may not work with this smartphone. The Windows Mobile Getting Started Disc installs the software and drivers that let you synchronize with Microsoft Office Outlook®. If you want to synchronize with a different personal information manager (PIM), you must install a third-party solution. Contact the PIM’s vendor to learn if software is available for your Treo 750v smartphone. DID YOU KNOW? 1 Shut down your computer, and then turn it on again. 2 On your computer, click Start > Control Panel > Add or Remove Programs. 3 Remove Microsoft ActiveSync if it is on your computer. 4 Quit any active applications, including virus scanners and Internet security applications. 5 Insert the Windows Mobile Getting Started Disc into your computer’s CD drive and follow the onscreen instructions. 224 REINSTALLING THE DESKTOP SOFTWARE Resetting your smartphone Performing a soft reset Performing a soft reset is similar to restarting a computer. If your smartphone is not responding or you have trouble synchronizing with your computer, a soft reset may help. 1 Open the expansion card slot door on the side of your smartphone. 2 Use the stylus tip to gently press the reset button next to the expansion card slot. You can also do a soft reset by removing the battery and reinserting it. TIP 13 CHAPTER COMMON QUESTIONS ® DID YOU KNOW? If the phone or the Bluetooth wireless technology feature was on before a reset, these automatically turn on after the reset. Performing a hard reset A hard reset erases all personal information, such as appointments, contacts, and tasks, as well as programs you have added, such as third-party software on your smartphone. Never do a hard reset without first trying a soft reset. You can restore previously synchronized information the next time you sync. IMPORTANT Synchronize to restore your 3 Wait for the progress bar on the Treo logo screen to fill before continuing to use your smartphone. Outlook data, such as Outlook email, Calendar, Contacts, Notes, and Tasks. You can use a backup and restore solution (make sure it’s an application that’s approved by Palm, such as the one included on the Windows Mobile Getting Started Disc) to restore configurations and preferences such as speed-dials, SMS entries, call log information, and personal settings. RESETTING YOUR SMARTPHONE 225 CHAPTER 13 COMMON QUESTIONS Some third-party applications do not create a backup on your computer when you synchronize. If you do a hard reset, you may lose info in these applications and you need to reinstall the application on your smartphone after the hard reset. Please contact the developer to find out if your info is backed up during synchronization. TIP When you synchronize after a hard reset, the source folder in My Documents changes from Treo My Documents to WM_your name. DID YOU KNOW? A hard reset can tell you whether a problem stems from your smartphone or from an application installed on it. If you do not experience the problem after you perform a hard reset, the problem may be related to software you installed. See Third-party applications for suggestions on diagnosing third-party software issues. 1 Open the expansion card slot door on the side of your smartphone. 2 If the screen is off, press Power/End to wake up the screen. 226 RESETTING YOUR SMARTPHONE 3 While pressing and holding Power/End , use the tip of the stylus to gently press and hold the reset button next to the expansion card slot. 4 Continue pressing and holding both buttons until the “Erase all data?” prompt appears. 5 Press Up to confirm the hard reset. 6 Wait for the progress bar on the Treo logo screen to fill before continuing to use your smartphone. 7 (Optional) Synchronize to restore your previously synchronized info. If you use a backup utility, you may also need to restore a backup to recover additional info and settings. Replacing the battery Your smartphone comes with a replaceable battery. Be sure to use a replacement battery from Palm that is compatible with Palm Treo 750v smartphones. Do not use a battery from any earlier model of Treo smartphone. Be sure to dispose of your old battery in an evironmentally responsible and legal way. In some areas, disposal in household or business trash is prohibited. Visit www.palm.com/environment for more information. TIP back of the smartphone until it clicks into place. 13 CHAPTER COMMON QUESTIONS Battery door release Your smartphone stores all your info even when you remove the battery. DID YOU KNOW? 1 Press Power/End screen. to turn off the 2 Use one hand to press the battery door release and use the other hand to slide the battery door downward to remove it from your smartphone. Battery contacts Phone contacts 3 Place a finger in the notch between the stylus and the battery, and lift the battery at a 45-degree angle. 4 Align the battery contacts with the phone contacts inside the battery compartment. 5 Insert the battery into the compartment at a 45-degree angle, pressing it into place. Slide the battery door onto the Notch 6 Wait for the screen to turn on. RESETTING YOUR SMARTPHONE 227 CHAPTER 13 COMMON QUESTIONS Performance The applications are running slower than usual 1 Press Start and select Settings. 2 Select System, and then select Memory 3 Select Running Programs. 4 Select Stop All to close all your open applications. 5 Press OK If the previous steps don’t fix the problem, try doing a soft reset (see Performing a soft reset). If the problem persists, follow these steps to turn off the Voice Command setting, if it is enabled: 1 Press Start and select Settings. 2 Select Personal, and then select Voice Command 3 Uncheck the Enabled box. 4 Press OK 228 PERFORMANCE TIP Be sure that third-party applications are compatible with Windows Mobile version 5 or later. Applications written for earlier versions can have performance problems. Also make sure to install only apps that use Microsoft Windows Mobile 5.0 software for Pocket PC Phone Edition. If you can try a free version of the software before purchasing it, you can test it first to make sure it works properly. My battery seems to drain quickly If you have a push email solution (such as operator-provided push email) or if you have set up a schedule for wireless synchronization, check with your email provider or system administrator to make sure that the server is set up properly to work with your smartphone. Incorrect server setup can cause excessive drain on your battery. For more tips on conversing battery life, see Maximizing battery life). Screen The screen doesn’t respond accurately to taps or activates wrong features The screen appears blank 1 Make sure there is no debris trapped under the edges of the screen. 1 If you’re on a call, when the time period specified in Backlight Settings expires, the screen dims; one minute later, the screen automatically turns off. Press any key except Power/End to wake up the screen. Pressing Power/ End hangs up the call. 2 Look closely at the screen. If you can see a dim image, try adjusting the screen brightness (see Adjusting the brightness). 3 If that doesn’t work, perform a soft reset (see Performing a soft reset). 4 If that doesn’t work, connect your smartphone to the AC charger (see Charging the battery) and perform a soft reset again. 5 If that doesn’t work, perform a hard reset (see Performing a hard reset). If you are using a third-party application, make sure that the application supports 240x240 screen resolution. Some older applications have screen-size limits. TIP 2 Press Start 13 CHAPTER COMMON QUESTIONS and select Settings. 3 Select the System tab, and then select Screen 4 On the General tab, select Align Screen. 5 Follow the onscreen instructions to align the screen. 6 Press OK Network connection Signal strength is weak 1 If you’re standing, move about 3 meters (10 feet) in any direction. 2 If you’re in a building, move near a window. Open any metal blinds. 3 If you’re in a building, move outdoors or to a more open area. 4 If you’re outdoors, move away from large buildings, trees, or electrical wires. SCREEN 229 CHAPTER 13 COMMON QUESTIONS 5 If you’re in a vehicle, move your smartphone so that it’s level with a window. Become familiar with low coverage areas where you live, commute, work, and play, so you know when to expect signal strength issues. I can’t tell if data services are available The following icons appear in the title bar to indicate whether data services are available: TIP My smartphone won’t connect to the mobile network 1 Try the suggestions above for weak signals. 2 Turn off your phone and turn it on again (see Turning your smartphone on/off). 3 Perform a soft reset (see Performing a soft reset). My phone seems to turn off by itself If a system error and reset occur, the phone automatically turns on if it was on before the reset. However, if your smartphone can’t determine if your phone was on before the reset, it does not automatically turn on the phone (see Turning your smartphone on/off). 230 NETWORK CONNECTION Your phone is connected to a UMTS network, but you are not actively transmitting data. You can still make or receive calls. Your phone is on and a UMTS data connection is active. You can make and receive calls and transmit data simultaneously. Your phone is connected to a GPRS (EDGE if available) network, but you are not actively transmitting data. You can still make or receive calls. Your phone is on and a GPRS (EDGE if available) data connection is active. You can still make or receive calls, but the data transmission is automatically interrupted during a call. • UMTS (Universal Mobile Telecommunications System) A third-generation (3G) wireless technology that is designed for high-speed data transfer with rates up to 384 Kbps. KEY TERM EDGE (Enhanced Data Rates for GSM Evolution) A wireless technology that can provide fast data transfer and Internet access with rates up to 236.8 Kbps. KEY TERM My smartphone won’t connect to the Internet Your smartphone supports GPRS or UMTS wireless data networks. To connect to the Internet, you must subscribe to data services with your network operator. • Contact your network operator to verify that your subscription plan includes data services and that these services have been correctly activated. Your network operator should also be able to tell you if there are any outages in your location. • Press and hold Power/End to turn off your phone. Then press and hold the same button to turn it back on. • Perform a soft reset (see Performing a soft reset). Confirm that data services are correctly configured on your smartphone by doing the following: 1 Press Start 13 CHAPTER COMMON QUESTIONS and select Settings. 2 Select the Connections tab, and then select Connections 3 On the Tasks tab, select Manage existing connections. 4 If your network operator appears in the list, press OK . If not, contact your network operator for assistance. I can’t send or receive text or multimedia messages • Make sure your phone is on (see Turning your smartphone on/off). • Contact your network operator to verify that your plan includes messaging services, that these services have been correctly activated, and that they are available at your location. (Your network operator should be able to tell you if messaging services have been experiencing transmission delays.) • If possible, contact the recipient or sender of the message, and make sure NETWORK CONNECTION 231 COMMON QUESTIONS CHAPTER 13 • If a text message arrives but does not display a notification, perform a soft reset (see Performing a soft reset). I can’t make or receive calls using a hands-free device with Bluetooth® wireless technology Verify all of the following: 232 move the phone closer to the hands-free device. the receiving device can handle the type of message you’re sending. • The Turn on Bluetooth box is checked in Bluetooth Settings. • Your Bluetooth device is charged and turned on. • Your smartphone is within range of the hands-free device. Bluetooth range is up to 10 meters (30 feet) in optimum environmental conditions, which include the absence of the following: obstacles, radio interference from nearby electronic equipment, and other factors. • The Bluetooth Settings screen is closed. • You are away from other devices using the 2.4 GHz radio frequency, such as cordless phones, microwaves, and Wi-Fi equipment. If this is impossible, NETWORK CONNECTION • The device specifications are compatible with your smartphone. I lost the connection between my smartphone and my Bluetooth headset 1 Press Start Settings. , and then select 2 Select the Connections tab, and then select Bluetooth. 3 Select Devices tab. 4 Select your headset name from the list. 5 In Partnership Settings, make sure the Hands Free option box is checked. 6 Select Save. 7 Highlight the headset name. 8 Press and hold Center to open the shortcut menu, and then select Set as Hands-Free. 9 Test your headset by making or receiving a call.
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