Samsung Electronics Co SCHI300 Dual-Band Analog/PCS Phone (AMPS/CDMA) User Manual

Samsung Electronics Co Ltd Dual-Band Analog/PCS Phone (AMPS/CDMA) Users Manual

Users Manual Part 7

296 SETTING PREFERENCES FOR YOUR SMARTPHONEShortCuts PreferencesThe ShortCuts Preferences screen enables you to defineabbreviations for entering text with Graffiti strokes. This sectiondescribes how to create, edit, and delete a ShortCut. SeeChapter x for more information on the use of ShortCuts.Creating a ShortCutYou can create a ShortCut for any words, letters, or numbers. AllShortCuts you create appear on the list in the ShortCutPreferences screen. All the ShortCuts are available in any of yourSmartphone applications and are backed up on your computerwhen you perform a HotSync operation.To create a ShortCut:1. Tap New.2. On the ShortCut name line, enter the letters you want to useto activate the ShortCut.Tap New➜➜
SETTING PREFERENCES FOR YOUR SMARTPHONE 297133. Tap the ShortCut Text area and enter the text that you want toappear when you write the ShortCut characters.Tip: You may want to add a space (space character) after the last word inyour ShortCut text. This way, a space automatically follows theShortCut text.4. Tap OK.Tip: To use a ShortCut, draw the ShortCut stroke followed by the ShortCutcharacters. When you draw the ShortCut stroke, the ShortCut symbolappears at the insertion point to show that you are in ShortCutmode.Editing a ShortCutAfter you create a ShortCut, you can modify it at any time.To edit a ShortCut:1. Tap the ShortCut you want to edit.2. Tap Edit.3. Make the changes you want and tap OK.ShortC
298 SETTING PREFERENCES FOR YOUR SMARTPHONEDeleting a ShortCutIf you no longer need a ShortCut, you can delete it from the listof ShortCuts.To delete a ShortCut:1. Tap the ShortCut you want to delete.2. Tap Delete.3. Tap Yes.
INSTALLING AND REMOVING APPLICATIONS 299Installing and RemovingApplicationsYour Smartphone comes with many applications installed. Youcan also install additional applications, such as games and othersoftware. There are many third-party applications available foryour Smartphone. To learn more about these applications, go tothe web site: http://www.palm.com.Each of these applications takes up some of the Smartphone’smemory. Periodically, you’ll want to add new applications orremove old ones. This chapter explains how to install and removeapplications on your Smartphone and how to remove PalmDesktop software from your computer.CHAPTER1414
300 INSTALLING AND REMOVING APPLICATIONSInstalling ApplicationsThe Install Tool makes it quick and easy to install software on theSmartphone. You install new applications during the process ofsynchronizing your Smartphone and your computer.Considerations:• Be aware that any application you install on theSmartphone resides in memory. A hard reset of theSmartphone automatically deletes these applications; youcan also delete them manually.• Install only applications from reliable sources. It isrecommended that you use only Palm-certified or Platinum-certified applications.To install software on your Smartphone:1. Copy the application you want to install into the Add-onfolder (inside the Palm Desktop folder) on your computer.If you prefer to copy the application into another folder, youmust navigate to that folder before you complete step 5.2. Double-click the Palm Desktop icon on your Windowsdesktop (or select Palm Desktop from the Start menu) toopen the Palm Desktop software.
INSTALLING AND REMOVING APPLICATIONS 301143. Click Install.Note: You can also select the Install Tool dialog box by selecting InstallTool from the Palm Desktop program group or by double-clickingany file with a PRC file extension.4. In the User drop-down list, select the user name thatcorresponds to your Smartphone; then click Add.
302 INSTALLING AND REMOVING APPLICATIONS5. In the file list of the Add-on folder, select the application fromthat you want to install on your Smartphone; then click Open.The file appears in the Palm Install Tool dialog box. Note: If you decide not to install an application, select it in the list offiles in the Palm Install Tool dialog box and click Remove. Theapplication is removed from the dialog box list, but not from yourcomputer. 6. Click Done. A message appears to indicate that the applicationor applications will be installed the next time you perform aHotSync operation. 7. Perform a HotSync operation to install the applications. SeeChapter x, “Exchanging and Updating Data using HotSyncOperations” for more information.Removing ApplicationsYou can remove add-on applications, patches, and extensionsfrom your Smartphone if you run out of memory or no longerneed them.You cannot remove the built-in applications that reside in theROM portion of your device, including the Date Book, AddressBook, To Do List, Memo Pad, Expense, Calculator, and Mailapplications.
INSTALLING AND REMOVING APPLICATIONS 30314To remove an add-on application: 1. Tap the icon to open the Applications Launcher.2. Tap the Menu icon to open the Applications Launchermenus.3. Tap App, then tap Delete.4. In the Delete dialog box, tap the application you want toremove. 5. Tap Delete.6. Tap Yes to confirm that you want to remove the applicationfrom your Smartphone.7. Tap Done.
304 INSTALLING AND REMOVING APPLICATIONSRemoving Palm Desktop SoftwareIf you no longer want to use Palm Desktop software, you canremove it from your computer. To remove Palm Desktop software: 1. In Windows, from the Start menu, choose Settings, and thenControl Panel.2. Open the Add/Remove Programs icon. 3. On the Install/Uninstall tab, select Palm Desktop software;then click Add/Remove. 4. Click Yes to confirm you want to remove the application.Note: You must retain the HotSync Manager from the installation CD tosynchronize data with another PIM.
MAINTAINING YOUR SMARTPHONE 305Maintaining Your SmartphoneThis chapter provides information on the following:• Proper care of your smartphone• Prolonging battery life• Resetting your smartphoneCaring for Your SmartphoneYour smartphone is designed to be rugged and reliable and toprovide years of trouble-free service. Please observe thefollowing general tips when using your smartphone:• Take care not to scratch the screen of your smartphone. Keepthe screen clean. When working with your smartphone, usethe supplied stylus or plastic-tipped pens intended for use witha touch-sensitive screen. Never use an actual pen or pencil orother sharp object on the surface of the smartphone screen.APPENDIX AA
306 MAINTAINING YOUR SMARTPHONE• Your smartphone is not waterproof and should not be exposedto rain or moisture. Under extreme conditions, water may enterthe circuitry through the front panel buttons. In general, treatyour smartphone as you would a pocket calculator or othersmall electronic instrument.• The touch-sensitive screen of your smartphone contains aglass element. Take care not to drop your smartphone orsubject it to any strong impact. Do not carry your smartphonein your back pocket: if you sit on it, the glass may break.• Protect your smartphone from temperature extremes. Do notleave your smartphone on the dashboard of a car on a hot day,and keep it away from heaters and other heat sources.• Do not store or use your smartphone in any location that isextremely dusty, damp, or wet.• Use a soft, damp cloth to clean your smartphone. If the surfaceof the smartphone screen becomes soiled, clean it with a softcloth moistened with a diluted window-cleaning solution.Battery ConsiderationsPlease note the following considerations for the battery in yoursmartphone:• Under normal conditions, your smartphone battery shouldremain charged by placing it in the cradle for just a fewminutes each day. You can conserve battery life by minimizingthe use of the backlight feature, and changing the Auto-offsetting that automatically turns the smartphone off after aperiod of inactivity. See “General preferences” in Chapter x.
MAINTAINING YOUR SMARTPHONE 307A• If the battery becomes low in the course of normal use, analert appears on the smartphone screen describing the lowbattery condition. If this alert appears, perform a HotSync ®operation to back up your data; then recharge the unit. Thishelps prevent accidental data loss.• If the battery drains to the point where your smartphone doesnot operate, it stores your data safely for about a week. In thiscase, there is enough residual energy in the battery to storethe data, but not enough to turn on your smartphone. If yoursmartphone does not turn on when you press the powerbutton, you should recharge the unit immediately.• If your battery drains and you have the unit in an unchargedstate for an extended period of time, you can lose all of thestored data.• There are no serviceable parts inside your smartphone, so donot attempt to open the unit. You never need to replace thebattery, even if the charge runs out.• If you ever dispose of your smartphone, please dispose of itwithout damaging the environment. Either return yoursmartphone to the service representative, or take it to yournearest environmental recycling center.
308 MAINTAINING YOUR SMARTPHONEResetting Your SmartphoneUnder normal circumstances, you will not have to use the resetbutton. On rare occasions, however, your smartphone may nolonger respond to buttons or the screen. In this case, you need toperform a reset to get your smartphone running again.Performing a Soft ResetA soft reset tells your smartphone to stop what it’s doing andstart over again. All records and entries stored in yoursmartphone are retained with a soft reset. After a soft reset, theDialer screen appears.To perform a soft reset::• Use the reset tip tool, or the tip of an unfolded paper clip (orsimilar object without a sharp tip), to gently press the resetbutton inside the hole on the back panel of your smartphone.Reset button
MAINTAINING YOUR SMARTPHONE 309APerforming a Hard ResetWith a hard reset, all records and entries stored in yoursmartphone are erased. Never perform a hard reset unless a softreset does not solve your problem.Note: You can restore any data previously synchronized with your computerduring the next HotSync operation.To perform a hard reset:1. Hold down the power button on the fright side of thesmartphone.2. While holding down the power button, use the tip of anunfolded paper clip (or similar object without a sharp tip) togently press the reset button.3. Release the power button.4. When a message appears on the smartphone screen warningthat you are about to erase all the data stored on yoursmartphone, do one of the following:Press the Up button on the front panel of the smartphone tocomplete the hard reset and display the Setup screen.Press any other button to cancel the procedure.Note: With a hard reset, the current date and time are retained. FormatsPreferences and other settings are restored to their factory defaultsettings.
FREQUENTLY ASKED QUESTIONS 311Frequently Asked QuestionsIf you encounter a problem with your smartphone, do not callTechnical Support until you have reviewed the following list offrequently asked questions, and you have also reviewed thefollowing:• The README file and HelpNotes located in the folder whereyou installed the Palm™ Desktop software on your computer(or on your installation CD or diskettes)• The Palm Desktop online HelpIf you are still having problems, contact Technical Support. ForUS and International telephone numbers, see ??????.Note: Thousands of third-party add-on applications have been written forthe Palm Computing ®platform. Unfortunately, we are not able tosupport such a large number of third-party applications. If you arehaving a problem with a third-party application, please contact thedeveloper or publisher of that software.APPENDIX BB
312 FREQUENTLY ASKED QUESTIONSProblem SolutionSoftware Installation ProblemsWhen I install Palm™Desktop software I getan error that a modemis attached to my serialport, but there is nomodem attached.Take your smartphone out of the cradleand install again.Problem SolutionOperating ProblemsMy smartphone won’tturn on.Try each of these in turn:• Press the contrast control button andadjust the contrast.• Recharge the unit. If your smartphonestill does not operate, try a softreset. See “Resetting yoursmartphone” in Appendix A.I get a warningmessage telling me mysmartphone memory isfull.• Purge Date Book and To Do List. Thisdeletes To Do List items and pastDate Book events from the memoryof your smartphone. See “Purgingrecords” in Chapter x. You may needto perform a HotSync ® operation torecover the memory.
FREQUENTLY ASKED QUESTIONS 313BProblem Solution• Delete unused memos and records. Ifnecessary, you can save theserecords. See “Deleting records” inChapter x.• If you have installed additionalapplications on your smartphone,remove them to recover memory. See“Removing applications” in Chapter x.My smartphone keepsturning itself off.I get a warningmessage telling me mysmartphone memory isfull. (continued)Your smartphone is designed to turnitself off after a period of inactivity.This period can be set at one, two, orthree minutes. Check the Auto-offsetting. See “General preferences” inChapter x.My smartphone is notmaking any sounds.Check the System Sound setting. See“General preferences” in Chapter x.My smartphone hasfrozen.Perform a soft reset. See “Resettingyour smartphone” in Appendix A.I don’t see anything onmy Smartphone'sscreen.• Change the contrast settings.• Check the battery power. Ifnecessary, recharge the unit.
314 FREQUENTLY ASKED QUESTIONSProblem SolutionTapping and Writing ProblemsWhen I tap the buttonsor screen icons, mysmartphone activatesthe wrong feature.Calibrate the screen. See “Digitizerpreferences” in Chapter x.When I tap the Menuicon , nothinghappens.Not all applications or screens havemenus. Try changing to a differentapplication.I can’t get mysmartphone torecognize myhandwriting.• For your smartphone to recognizehandwriting input with the stylus,you need to use the Graffiti ®writing. See “Using Graffiti writing toenter data” in Chapter x.• Make the Graffiti character strokes inthe Graffiti writing area, not on thedisplay part of the screen.• Write Graffiti strokes for letters inthe left-hand side, and the strokesfor numbers in the right-hand side ofthe Graffiti writing area.• Make sure that Graffiti is not shiftedinto extended or punctuation modes.See “Using Graffiti writing to enterdata” in Chapter x.
FREQUENTLY ASKED QUESTIONS 315BProblem SolutionApplication ProblemsProblem Solution Itapped the Todaybutton, but it does notshow the correct date.Your smartphone is not set to thecurrent date. Make sure the Set Datebox in the General Preferences screendisplays the current date. See “Generalpreferences” in Chapter x for moreinformation.I know I entered somerecords, but they donot appear in theapplication.• Check the Categories pick list (upper-right corner of the screen). ChooseAll to display all of the records forthe application.• Check Security and make sure thatthe Private Records setting is set toShow private records.I am having problemslisting memos the wayI want to see them.• If you cannot manually arrange theorder of the memos in the Listscreen, check the Memo Preferencessetting. Make sure that Sort by is setto Manual.• If you choose to view your memosalphabetically on Palm Desktopsoftware and then perform a HotSyncoperation, the memos on yoursmartphone still appear in the orderdefined in the Memo Preferencessetting. In other words, the sortsettings that you use with PalmDesktop software are not transferredto your smartphone.
316 FREQUENTLY ASKED QUESTIONSI created an event inDate Book, but itdoesn’t appear in theWeek View.In the Week View, you cannot selectoverlapping events that have the samestart time. If you have two or moreevents with the same start time,choose the Day View for the particularday to see the overlapping events.Problem SolutionHotSync ProblemsI cannot do a HotSyncoperation; what shouldI check to make sure Iam doing it correctly?• Check the Windows tray to makesure the HotSync Manager isrunning. If it is not, open PalmDesktop software.• Click the HotSync Manager, chooseSetup and click the Local tab. Checkthe Serial Port setting displays thecorrect COM port where your cradleis attached.• Make sure the cradle is connectedsecurely.I did a HotSyncoperation, but one ofmy applications did notsynchronize.Click the HotSync Manager and chooseCustom. Check the correct conduit isactive.Problem Solution
FREQUENTLY ASKED QUESTIONS 317BI am using Outlook asmy PIM, but I cannotdo a HotSyncoperation.• Click the HotSync Manager andchoose Custom. Check the correctconduit is active.• Check the correct conduit is installed.Reinstall the HotSync Manager andmake sure the correct conduit isselected.I cannot launch theHotSync Manager.• Make sure you are not runninganother program, such as AmericaOnline, CompuServe, or WinFax, thatuses the serial port you selected inthe Setup dialog box.• Reinstall the Palm Desktop software.I tried to do a localHotSync operation, butit did not completesuccessfully. Try each of these in turn:• Make sure HotSync Manager isrunning. If HotSync Manager isrunning, exit and restart it.• Make sure you selected Local fromthe HotSync Manager menu or thePalm Desktop software menu.• Check the cable connection betweenthe cradle and the serial port on yourcomputer.• Make sure you selected the correctserial port on the Local tab in theSetup dialog. It should be set to theport where you connected the cradle.• Try a lower baud rate setting on theLocal tab in the Setup dialog.Problem Solution
Problem Solution318 FREQUENTLY ASKED QUESTIONS• Make sure you are not runninganother program, such as AmericaOnline, CompuServe, or WinFax, thatuses the serial port you selected inthe Setup dialog box.• Read the HotSync Log for the useraccount for which you are performinga HotSync operation.• Make sure your smartphone is seatedin the cradle correctly.• Make sure the gold-platedconnectors on the cradle and yoursmartphone are clean. Use a pencileraser to clean them.I tried to do a modemHotSync operation, butit did not completesuccessfully.I tried to do a localHotSync operation, butit did not completesuccessfully.(continued)Check the following on your computer:• Make sure your computer is turnedon and that it does not shut downautomatically as part of an energy-saving feature.• Make sure the modem connected toyour computer is turned on and isconnected to the outgoing phoneline.• Make sure Modem is checked in theHotSync Manager menu.• Make sure the modem you are usingwith your smartphone has an on-offswitch. Your smartphone cannot“wake up” a modem that has anauto-off feature.
FREQUENTLY ASKED QUESTIONS 319BProblem Solution• Make sure the modem is connectedproperly to a serial port on yourcomputer and is connected to theincoming phone line.• Confirm that the Setup String in theSetup dialog box configures yourmodem correctly. You may need toselect a different Modem Type orenter a custom Setup String. Mostmodems have a Setup String thatcauses them to send initialconnection sounds to a speaker. Youcan use these sounds to check themodem connection.• Confirm that the Speed setting in theSetup dialog box is appropriate foryour modem.• If you have problems using the AsFast As Possible option or a specificspeed, try using a slower speed.• Make sure you selected Modem fromthe HotSync Manager menu.• Make sure you are not runninganother program, such as AmericaOnline, CompuServe, or WinFax, thatuses the serial port you selected inthe Setup dialog box.• Make sure your modem resets beforeyou try again. (Turn off your modem,wait a minute, then turn it back on.)I tried to do a modemHotSync operation, butit did not completesuccessfully.(continued)
320 FREQUENTLY ASKED QUESTIONSProblem SolutionCheck the following on yoursmartphone:• Confirm that your modem is turnedon.• Make sure the dialing instructiondials the correct phone number.• If you need to dial an outside lineprefix, make sure you selected theDial Prefix option on your smartphoneand entered the correct code.• If the telephone line you are usinghas Call Waiting, make sure youselected the Disable call waitingoption under Modem Sync PhoneSetup on your smartphone andentered the correct code.• Make sure the telephone line you areusing is not noisy, which caninterrupt communications.• Make sure you are not runninganother program, such as AmericaOnline, CompuServe, or WinFax, thatuses the serial port you selected inthe Setup dialog box.• Make sure your modem resets beforeyou try again. (Turn off your modem,wait a minute, then turn it back on.)I tried to do a modemHotSync operation, butit did not completesuccessfully.(continued)
FREQUENTLY ASKED QUESTIONS 321BProblem SolutionNetwork ProblemsI cannot get e-mail onmy smartphone.• To receive e-mail wirelessly, youmust have over-the-air digital datacoverage in your area. Connect yourservice provider.• If you have digital data coverage, youcan send and receive e-mail on thesmartphone by using the applicationand keeping all of your mailmessages on a server. The Mailapplication does not support over-the-air data.• If you do not have digital datacoverage, you must send and receivee-mail on your computer e-mailprogram. You can then transfermessages to Palm Mail using aHotSync operation. Once themessages have been transferred, youcan read them answer them, andcompose new messages on thesmartphone. These messages aretransferred back to your computerduring your next HotSync operationand sent to their recipients by thecomputer e-mail program. See“Chapter x Mail”.
322 FREQUENTLY ASKED QUESTIONSProblem Solution• To access the Internet, you must haveover-the-air digital data coverage inyour area. Contact your wirelesstelephone service provider.• Before you can open a Web side onyour smartphone, the NetworkPreferences must be set up. This isusually done by your service provider.See “Chapter x Setting NetworkPreferences.”I cannot surf the Webon my smartphone.Problem SolutionBeaming ProblemsRecharging problemsProblem Solution Icannot beam data toanother PalmComputing ®connected device.• Confirm that your smartphone andthe other device are between tencentimeters (approximately 4") andone meter (approximately 39") apart,and that the path between the twodevices is clear of obstacles.Beaming distance to other PalmComputing ® connected device maybe different.• Move your device closer to thereceiving device.
FREQUENTLY ASKED QUESTIONS 323BProblem SolutionYour smartphone requires at least twicethe amount of memory available as thedata you are receiving. For example, ifyou are receiving a 30K application, youmust have at least 60K free.When someone beamsdata to mysmartphone, I get amessage telling me itis out of memory.Problem SolutionRecharging ProblemsWhen I place mysmartphone in thecradle, the cradle lightdoes not go on.• Confirm that your smartphone is wellseated in the cradle.• Confirm that your recharger cable isproperly connected to the back of thecradle’s serial (COM) port connectorthat plugs into your computer.• Confirm that your recharger isplugged into an AC outlet and thatthe AC outlet has power.
324 FREQUENTLY ASKED QUESTIONSProblem SolutionPassword ProblemsI forgot the password,and my smartphone isnot locked.I forgot the passwordand my smartphone islocked.You can use Security to delete thepassword. If you do this, yoursmartphone deletes all entries markedas private. You can, however, perform aHotSync operation before you deletethe password: the HotSync processbacks up all entries, whether or notthey are marked private. In this case,the following procedure restores yourprivate entries and lets you accessthem:1. Use the Palm Desktop software andthe cradle to synchronize your data.2. Tap Forgotten Password in Securityto remove the password and deleteall private records.3. Perform a HotSync operation to syn-chronize your data and restore theprivate records by transferring themfrom your computer to yoursmartphone.If you assign a password and lock yoursmartphone, you must perform a hardreset to continue using your it. See“Performing a hard reset” in AppendixA for more information.
FREQUENTLY ASKED QUESTIONS 325BTechnical SupportIf, after reviewing the sources listed at the beginning of thisappendix, you cannot solve your problem, contact your regionaltechnical support office by e-mail, phone, or fax.Before requesting support, please experiment a bit to reproduceand isolate the problem. When you do contact support, please beready to provide the following information:• The name and version of the operating system you are using• The actual error message or state you are experiencing• The steps you take to reproduce the problem• The version of smartphone software you are using andavailable memoryTo get version and memory information:1. Tap to Open the Applications Launcher.2. Tap the Menu icon .3. Tap App, and then tap Info.Note: Thousands of third-party add-on applications have been written forthe Palm Computing platform. Unfortunately, we are not able tosupport such a large number of third-party applications. If you arehaving a problem with a third-party application, please contact thedeveloper or publisher of that software.
CREATING A CUSTOM EXPENSE REPORT 327Creating a CustomExpense ReportThis section explains how to modify existing Expense applicationtemplates and how to create your own custom expense reporttemplates for use with the Expense application.Note: This section assumes that you are familiar with Microsoft Excel or asimilar spreadsheet application. If you are not familiar with MicrosoftExcel, consult your company’s Information Services department oranother experienced user.APPENDIX CC
328 CREATING A CUSTOM EXPENSE REPORTAbout Mapping TablesBefore creating or modifying an Expense template, it’s importantto understand the function of the Palm™ Desktop softwareExpense application. In simple terms, the Expense application isdesigned to move Expense data from your smartphone into aMicrosoft Excel spreadsheet.Each Expense item stored in your smartphone represents a groupof related data. The following data can be associated with anexpense item:• Category • Payment Currency• Date • Vendor• Expense Type • City• Amount • Attendees• Payment Method • NoteWhen you perform a HotSync ® operation between yoursmartphone and Palm Desktop software on your computer, theExpense data is stored on your computer (in a file namedExpense.txt). When you open the Expense application in PalmDesktop software, an Excel macro starts, and populates anexpense template with your data based on the rules specified ina spreadsheet file named Map table.xls.The Map table.xls file is an editable spreadsheet that functionsas a “mapping table.” The function of the mapping table is toguide the Excel macro in extracting the Expense data. Themapping table tells the Excel macro how large the spreadsheet isand provides the data-cell layout of the Excel template used forthe Expense Report.
CREATING A CUSTOM EXPENSE REPORT 329CCustomizing Existing Sample TemplatesFour sample Expense Report templates come with Palm Desktopsoftware. These templates are stored in the Template folder(which is in the same folder as the Palm Desktop softwareapplication). If the layout of one (or more) of these templates is appropriatefor your reporting needs, you can easily customize the templateswith your company name and other information.To customize a sample Expense Report template:1. Make a backup copy of the contents of the Template folder.2. Double-click the name of the sample template you want tomodify to open it in Microsoft Excel.3. Make any changes that you want to the names (or otherinformation) in the sample template.
330 CREATING A CUSTOM EXPENSE REPORTImportant: Do not insert rows or columns in the sampletemplate. Doing so changes the way your Expense data maps tothe template and causes errors. If you want to move the cells toa different location or add or delete rows or columns, you have tomake changes to the Map table.xls file.Note: You can insert your own company logo without changing the Maptable.xls file. If you change the file name, however, you need tomake a corresponding change in the Map table.xls file. You can also rename cells without changing the Map table.xls file,provided that the expense type corresponds to your smartphone data.For example, you can change “Snack” to “Munchies,” and then allitems entered on your smartphone as “Snack” map to the cell(s)labeled “Munchies.”4. From the File menu, choose Save As.5. Click the Save as type drop-down list and choose Template(*.xlt).6. Navigate to the Template folder (in the Palm Desktop softwaredirectory).Note: If you do not need to change the Map table.xls file, save thetemplate file with its original file name (e.g., Sample2.xlt).If you do need to change the Map table.xls file, give yourmodified template a unique name. Be sure to use the .xlt filesuffix, which defines the file as a Microsoft Excel template.7. Click Save to save your modified template and make itavailable for future use.
CREATING A CUSTOM EXPENSE REPORT 331CNote: If you need to modify the Map table.xls file, you must do this beforeyou can use the modified template with your Expense data. To modifythe Map table.xls file for your new template, see “Programming themapping table” later in this appendix. Read all of the sections of thisappendix before making changes to the Map table.xls file. Determining the Layout of the Expense Report This section describes the layout considerations for the ExpenseReport and explains the terms used for creating the report. Labels There are two kinds of labels that you need to define for yourreport: day/date and expense type. Each kind of label can beeither Fixed or Variable. A Fixed label means that the labelalways appears as a header at the beginning of a row or column.If a label is not Fixed, it is variable.For example, a list table of expenses could have variable labelsin the rows for day/date, and variable labels in the columns forexpense type. In this case, neither day/date or expense typeinformation would be “fixed” (as a header). Instead, the date andexpense type information would be filled into the cells of thespreadsheet as appropriate.Examples of both Fixed and Variable labels appear in the sampleexpense templates.
332 CREATING A CUSTOM EXPENSE REPORTSectionsA Section is an area of the report that has common formatting. Itis common for an Expense report to have more than one Section.For example, the following sample Expense Report namedSample3.xlt contains several Sections.Because your Expense data maps to row and column areas ofyour final report, different Sections require different definitionsfor the data mapping. To create additional Sections with differentmapping, you create corresponding additional lines to themapping table file named Map table.xls. This procedure isexplained later in this appendix.If a section contains cells for prepaid (company paid) expenses,you need to create an additional line in the mapping table for“prepaid.” This will count as an additional section in the mappingtable. The only data that differs in the prepaid section (from thenon-prepaid section) is the row/column numbers for the expensetype.Section 1 (not prepaid)Section 2 (prepaid)Section 3
CREATING A CUSTOM EXPENSE REPORT 333CAnalyzing Your Custom Expense ReportIf you already have a custom Excel expense report, you can use itwith a modified mapping table. However, before you can create aMap table.xls file that corresponds to your custom ExpenseReport, you must first analyze the characteristics of your report.Perform the following before you begin a custom mappingtable:• Print a copy of your custom expense report. Activate the Rowand Column Headings option in the Sheet settings of the PageSetup command. This enables you to quickly determine thesize of the Section(s), as well as the numbers for the startrows and columns.• On the printed copy, identify the data Sections. A Section is anarea of data with common row and column formatting. Ayellow highlighter marking pen can make it easy to see theSections as you work with programming the mapping table.Your custom Expense Report can contain any number ofSections, and the same data can be repeated in any Section.• On the printed copy, identify the type of Labels that apply toeach Section. Each Section can have only one kind of Fixed orVariable Label for rows. Likewise, each Section can have onlyone kind of Fixed or Variable Label for columns.• Place a copy of your custom Expense Report in the Templatefolder (in the Palm Desktop software directory). Change the filename so it has the file extension .xlt (which defines it as aMicrosoft Excel template). Make a note of the exact file nameso it can be defined in the mapping table file.
334 CREATING A CUSTOM EXPENSE REPORTProgramming the Mapping TableOnce you have analyzed the components of your custom ExpenseReport, you can program the mapping table to fill the report withdata from the smartphone.To program a new custom mapping table:1. Open a copy of the Map table.xls file in Microsoft Excel.Note: This file is located in the same folder as the Palm Desktop softwareapplication. Make a backup copy of this file before you make yourmodifications.2. Mapping a new template. Scroll to where you find the name ofthe original template that you chose for your modifications.The name of the template will appear in column B of the Maptable.xls file, next to the cell highlighted in green that reads“Template Name:”. If you did not modify an existing template,move to any table in the Map table.xls file.3. Select all the rows associated with the template name. Toselect the rows, click and drag on the row numbers (left side),so they appear highlighted.All rows associated withtemplate are selected
CREATING A CUSTOM EXPENSE REPORT 335C4. From the Edit menu, choose Copy.5. Scroll down to a blank area of the Map table.xls file (belowthe rows used for Sample4.xlt), and click on a row number toselect a blank row.6. From the Edit menu, choose Paste. A copy of the rows youselected in step 3 is pasted into the Map table.xls file.7. Name the table. In the cell immediately to the right of the cellentitled Template Name, enter the exact file name of yourcustom Expense Report template.8. Define the number of Sections. Each row in a table defineshow your smartphone data will be placed in a Section of yourcustom Expense Report. Note that the prepaid portion of asection has its own row and counts as a separate section formap table purposes, even though it is not a separate section inyour template.You may add or delete rows as necessary so that the totalnumber of rows corresponds to the number of Sections in yourcustom Expense Report. To clear all of the existing settings ina row, click to select the row and press Ctrl+Delete. Nameeach row to correspond to a Section of your custom ExpenseReport.Table with foursections
336 CREATING A CUSTOM EXPENSE REPORT9. Determine the Label settings. The orientation of the data fields(Row, Column) appears in the yellow section of the table.Determine whether the Rows will contain expense or dateinformation, and place an “x” in the appropriate cell. Whenyou do this, you also define whether the label is Fixed orVariable. You can place only one “x” in the Row section(columns 2–5).Determine whether the Columns will contain expense or dateinformation, and place an “x” in the appropriate cell. Whenyou do this, you also define whether the label is Fixed orVariable. You can place only one “x” in the Column section(columns 6–9).10. Define the dimensions of the Section. The dimensions of theSection appear in the green columns (10–13).# of Represents the total number of columns in the Rows Section, excluding any header or total columns.Another words, this includes only the number ofcolumns in the Section where your smartphonedata will be placed.# of Represents the total number of rows in the Columns Section, excluding any header or total rows. Inother words, this includes only the number ofrows in the Section where your smartphone datawill be placed.
CREATING A CUSTOM EXPENSE REPORT 337CStart Is the number of the first row of the Section that Row will be filled with your smartphone data.Start Is the number of the first column of the Section Columns that will be filled with your smartphone data.11. Define the Dates and Intervals. The dates and intervalsbetween dates appears in the light blue columns (14–17).In the Date cell, enter the row or column number where allthe date information will be placed.In the Dates cell, enter the number of blank columns (or rows)separating the date fields. If there are no blank columns (orrows) between date entries, leave this number set to zero.In the Start Day cell, enter the day of the week that starts theexpense reporting period. Enter a three-character abbreviationfor the day (e.g., Sun, Mon, Tue).In the Day cell, enter the row or column number where all theday information will be placed. If the dates are in a row, enterthe row number. If the dates are in a column, enter thecolumn number.12. Define whether the Section is in list format. This settingappears in the light purple columns (18–19).
338 CREATING A CUSTOM EXPENSE REPORTIf the Section will present the data in a list format, enter theword “yes”. Otherwise, enter the word “no”. The followingdiagram shows data presented in a list format:Only if your section is in list format: In the Expense Type cell,enter the number of the row or column where the expensedescription will be placed. Expense amounts can be enteredin several different columns or rows if required by yourtemplate. Expense type labels must all appear in the samecolumn.13. Enter the row or column numbers for the expense types thatappear in the Section. These settings appear in the aquacolumns (20–48).For these settings, simply enter the row or column number forthe expense types that you want to appear in the Section.Note that the same row or column number can be used morethan once. An example of this would be meals thatencompass breakfast, lunch, dinner, and snacks. In theprevious example, all expense items would be populated intorow/column 4 of the custom Expense Report.14. Complete the table. All of the remaining columns (49–57) inthe table are used to define the column or row number thatcorresponds to the description.
CREATING A CUSTOM EXPENSE REPORT 339C15. Mark a Section for prepaid expenses (yellow column). If arow in the map table is for prepaid (company paid) expenses,type a “yes” in the cell on that Section’s row. Type “no” in allthe cells of this column that do not pertain to prepaidexpenses.16. Repeat steps 9 through 15 for each Section that you havedefined for your custom Expense Report.17. Map Expense Report Options dialog (magenta section). TheExpense Report Options dialog has five fields where you canfill in data for the header on your expense report. Use thissection to specify the row and column on your template wherethis information will be mapped.Because header data is not related to any particular Section,you have to fill in only one row. If the item does not appearon your template, leave these cells blank.
340 CREATING A CUSTOM EXPENSE REPORTUsing Applications Other than Microsoft ExcelYou can use applications other than Microsoft Excel (such asLotus 1-2-3 or Quattro Pro) to open and manipulate the Expensedata on your computer. The data file is named “Expense.txt,” andis stored in the Expense folder, within the folder containing thesmartphone user data.Expense data in the Expense.txt file is in tab-delimited format.Expense File DetailsThe Expense.txt file contains four groups of data. It will be easierto see these four distinct groups of data if you open the file witha spreadsheet application.Trips Shows the number of Expense application categories,and lists each one followed by an “end” statement.Currency Shows how many currencies were used for theExpense data, and lists the countries that correspondto that currency.Trip Shows the number of expenses by category, and liststhe expenses for each category.Expenses Shows the total number of expenses, and lists themchronologically.
NON-ASCII CHARACTERS FOR LOGIN SCRIPTS 341Non-ASCII Charactersfor Login ScriptsThe following information enables you to create custom loginscripts that require non-ASCII characters. It is provided foradvanced users who understand the use and requirements ofsuch characters in a custom login script.Use of ^charYou may use the caret ( ^ ) to transmit ASCII commandcharacters. If you send ^char, and the ASCII value of char isbetween @ and _, then the character is automatically translatedto a single-byte value between 0 and 31.For example, ^M is converted to a carriage return. If char is avalue between a and z, then the character sequence is translatedto a single-byte value between 1 and 26. If char is any othervalue, then the character sequence is not subject to any specialprocessing.APPENDIX DD
342 NON-ASCII CHARACTERS FOR LOGIN SCRIPTSFor example, the string “Joe^M” transmits Joe, followed by acarriage return.Carriage Return and Line FeedYou may include carriage return and line feed commands as partof the login script, when entered in the following format:<cr> Sends or receives a carriage return<lf> Sends or receives a line feedFor example, the string “waitfor Joe<cr><lf>” waits to receiveJoe followed by a carriage return and line feed from the remotecomputer before executing the next command in the script.Literal CharactersThe backslash ( \ ) character defines that the next character istransmitted as a literal character, and is not subject to anyspecial processing ordinarily associated with that character.Examples:\^ Includes a caret as part of the string\< Includes a < as part of the string\\ Includes a backslash as part of the string
INDEX 343IndexAAddress Bookcategorizing entries 51changing display 51creating entries 48custom fields 52displaying different listings 51opening 48private entries 51re-displaying last category 52top-of-list entry 49addressesdisplaying entries 50editing 50entering 48selecting 50sorting 51alarm, setting 41applicationscategorizing 25changing button assignment 26customizing for HotSync 107Expense 62getting information on 81installing add-on 28installing games 29opening 4removing 30selecting 25setting preferences 26switching 25Applications Launcherchanging display 26using 25auto shut-off, setting 9Bbacklight, turning off 9beamed informationreceiving 102sending 101beamingapplications 102business cards 101records 101blind courtesy copy 89business cardsbeaming 101buttonsassigning applications to 26Calculator 60Ccalculationsin memory 61recent 61Calculator 60calibrating screen 3charactersaccented 19extended 19Tentative
344 INDEXnon-English 19writing 14commands, choosing 5computerspreparing for HotSync 108conflicting events 44Ddataentering 6importing 22, 112dateformatting 8setting 8Date Bookadding address information 39changing event display 46changing view 43Day view 37displaying 37time slot display 47views 37Day view 37compressing 46event conflicts 44Deleted folder 93desktop softwareremoving 31devicecustomizing 7locking 33displaying tips 6DNS numberssetting 120downloading e-mailusing filters 96EEdit menu 72e-mail applicationpreferences 92setting up 83synchronizing with HotSync 95e-mail itemsadding details 89blind courtesy copy 89categorizing 94confirming delivery 89confirming read 89creating 86creating signature 90deleting 93drafting 92editing unsent 91filing 93filtering 97lookup up addresses 88priority 89purging deleted 94replying to 87restoring deleted 94retrieving high priority 96Tentative
INDEX 345sorting 94, 95storing unsent 91truncating 97end time 47entering data 6eventschanging display 46continuous 40, 41repeating 40, 41rescheduling 41scheduling 37spotting conflicts 44timed 37untimed 39Expense application 62changing display 65using with Microsoft Excel 68expense reportscreating 68templates 69expensesautofilling type 65changing currency display 66creating items 62customizing currency 67date 63printing reports 68receipt details 64recording 62saving entry 63sorting 66transferring to Microsoft Excel 67type 63FFile Link 112Filed folder 93filtersdefining e-mail strings 97e-mail 96fonts, choosing 80formattingdate, time, and numbers 8full-screen pen stroke 28Ggamesinstalling 29Graffitiaccented characters 19alphabet 16capital letters 16extended characters 19navigating 20non-English characters 19numbers 17punctuation marks 18ShortCuts 20symbols 19tips 15using 14writing 14Tentative
346 INDEXHHotSyncconduits 110controlling e-mail 95customizing applications 107File Link 112setting up 105setting up Mail options 84synchronizing e-mail 84user profile 105HotSync buttonspreferences 27HotSync operationsinitializing 103via modem 108, 110via network 111Iimporting data 22interface elements 5IP addressessetting 120Kkeyboardcomputer 21onscreen 13Llocking device 33login script 121MMacintosh system requirements 2Mail applicationopening 85turning off 84Mail list 85Memo List 58Memo Pad, using 57memoscreating 57moving through 58reviewing 58sorting 59menuschoosing comands 5Microsoft Excelediting expense data 69transferring expenses to 68modemHotSync conduits 110preferences 115preparing for HotSync 109Month view 45, 46Tentative
INDEX 347CDNnetworkpreferences 116service templates 118Network Log 123non-ASCII characters in login scripts 122notesusing 79numbersformatting 8writing 17Oopening applications 4Ppasswordassigning 32changing or deleting 32recovering 33personalizing device 7phone numbersdisplaying different type 50preferencesbuttons 26Date Book 43Digitizer 3e-mail 92general 9HotSync buttons 27modem 115network 116owner 7setting 7setting date 8ShortCuts 21To Do List 56prioritye-mail items 89punctuation markswriting 18purging records 73Rreceipt details 64recordsattaching notes 79categorizing 74creating 71deleting 73editing 72finding 76private 78purging 73sorting 78remote connectionsconfiguring 115login script 121making 122Tentative
348 INDEXtroubleshooting 123removingapplications 30desktop software 31retrieving priority e-mail 96Sscreencalibrating 3securing records 78securitysetting options 31Service Connection Progress messages 123ShortCutscreating 21editing 21Graffiti 20sortingexpenses 66To Do List items 56sorting e-mail 95soundsvolume 9start time 47stylusreplacing 3symbolswriting 19system requirements 1, 2Ttapping, using stylus 3TCP/IP softwareabout 115connecting via 122telephone numbers, selecting 50timeformatting 8setting 7time bars 44, 46tipsdisplaying 6To Do Listchanging display 56changing due dates 55changing priorities 55checking off items 55creating items 53opening 53private entries 55recording completion date 56setting priorities 54sorting items 56truncating e-mail 97WWeek view 43Windows system requirements 1, 2Tentative

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