Basic Operation of Dell Axim Pocket PC

Basic Operation of
Dell Axim Pocket PC
With Windows Mobile 5
FSU College of Medicine
2006-2007
Nancy B. Clark, MEd
1
Basic Operation of PocketPC with Windows Mobile 5
Table of Contents
Anatomy of the PDA
3
Personal Settings
4
Adding Owner Information
Adding items to your Start Menu
Sounds & Notifications
Today
Passwords
Buttons
Screen alignment and orientation
5
Managing the Battery life
6
Brightness Settings
Power Settings
Managing Memory and disk space
7
Switcher Bar
File Explorer
Cut, Copy and Paste
Rules
8
Using the Calendar and Contacts
9
Using ActiveSync
9
Sharing files with your computer
10
Installing Programs
11
Removing Programs
12
Backing up and Restoring
13
Troubleshooting
14
Writing on the Pocket PC
15
Appendix
Using EZProxy from Off Campus
17
Setting up Wireless PDA E-Mail
18
Setting the Switcher Bar to run Automatically
19
Putting a Picture on the PDA Background
20
2
Anatomy of the Dell Axim X51
Top
Ear Phones
SD Card Slot
CF Card Slot
Stylus
IR Sensor
Left Side
Lanyard
Hook
Microphone
Power
Lock Button
Wireless Light
Wireless
On/off
Record
Screen
Back
Battery
Calendar
Contacts
Inbox
Scroll Button
Reset
Home
Front
Bottom
Cradle/sync cable
connector
8/21/06
3
Basic Operation of PocketPC
Getting Started, Personalize your PDA
Start Menu
1.
2.
3.
4.
Settings Personal Tab
Owner Information
Tap Start > Settings
Tap Owner Information
Complete your contact information using the keyboard
Tap OK when you are through to close that window.
Menus
To add shortcuts to the
drop down Start Menu
1. Tap Start > Settings >
Menus
2. Pick up to 9 items
3. As you install medical
programs add them to
the Menus
Sounds & Notifications:
Volume and Notifications
Adjust the volume of your PDA here. Every tap can
be set to make a sound. Every appointment on your
calendar will alarm 15 minutes prior to the time
unless you turn this off under Reminders on the Notifications Tab.
Muting will save battery life.
4
Basic Operation of PocketPC
Today
Today allows you to customize your PDAs Appearance.
You can add a picture to the
background. Instructions for
moving a picture over from
your computer will come
later. Under Items, you select which items to show on
your main screen at all
times.
Other Personal Settings Items
Input — Allows you to
adjust the settings for input method which will be
covered later, word completion and other options.
Password — Allows you
to set a security password
to protect the data stored
on your device.
Navigation Button —
Allows you to turn your
navigation button into an
Buttons
Settings Personal Tab
This menu lets you
change the purpose of
the buttons on the bottom of the face of your
PDA. For example, if you
had rather set these buttons to open medical reference software, you
can. You should install
the programs first. The
Up/Down Control allows
you to set the speed of
the scroll button and the
repeat rate.
System Screen
Under the System Tab,
select Screen. You can
orient the screen to landscape for people who like
to look at wide screens.
Here is where you can
also adjust text sizes for
the over 40, and if your
stylus is not selecting the
objects you are tapping,
align the screen once
again. You did this when
you first started up your
PDA.
5
Basic Operation of PocketPC
Managing Battery Life
The battery on the Axim X50
lasts about the same time as a
cell phone. If used continually
all day, it must be recharged
every other day. If used sporadically, it might need to be
charged weekly. Set up a
charging station with the cradle
to put it in when you are not using it so that it will always be
charged. There are a number of
things you can do to help conserve battery life. All of these
can be found under Start >
Settings > System tab.
System Settings
Brightness
If the batteries die, you no longer lose everything you
have installed in your PDA. However, backup anyway.
Brightness
Adjust the Brightness Settings so that the screen is not 100% when running on
battery power. Adjust this in the same light where you will be using the device.
Power Settings
Advanced Tab
Processor Tab
Power
Open Power to check how much of a charge you have in your batteries. The backup battery will give you 10 minutes after the main battery has died. Never remove the main battery unless the backup battery is completely charged. The Advanced Tab under Power lets
you set the amount of time before it goes into sleep mode on battery and external power.
The Power On Tab lets you set which buttons will turn on the PDA. The Processor Tab
lets you choose between the maximum speed, which is 520 mHz, and a power save mode.
Put this on Auto and leave it. The Power Button tab lets you set the power button to dim
the PDA screen. Set this for unassigned.
6
Basic Operation of PocketPC
Managing Memory and Disk Space
The Axim X50 has 64M of main memory. There is also
94M of usable ROM which it calls Built-in Memory. You
have been provided with a 512M Secure Digital (SD)
memory card. There is also a slot for a Compact Flash
(CF) card in case you want to add even more memory.
Keep in mind that your calendar and contacts, temporary
internet files, inbox, and other system files are stored in
Main Memory. When a program runs, it is using Main
Memory to work. Therefore, store documents, books, reference materials and such on the memory card (SD or
CF) as much as possible, and not in main memory.
Monitor how much memory you have used in the Start >
Settings > Memory area.
Try to keep at least 6M free
in Main Memory to run programs.
Memory — Main
The Storage Card tab shows
you how much memory has
been used on any storage
cards you have, as well as
the Built-in memory.
The Running Programs
shows you what you have
running. Programs do not
always shut down when you
hit the little X. If the PDA
Storage Card tab
seems to be running slowly,
it is usually because there are a number of programs
running in Main Memory. The best way to manage this is
with Switcher.
Switcher Bar
Turn on the Switcher Bar by tapping Start > Settings >
System > Switcher Bar. The Switcher icon will appear
on the task bar at the top of the screen. After running
and closing a number of different programs, tap the
Switcher icon on the task bar. The menu at right will
drop down and show you the programs that are running.
You can Exit Current Program, which will close only
the top listed program. Hit Exit All Programs to close
everything.
7
Running Programs tab
Basic Operation of PocketPC
Managing Memory and Disk Space, continued
File Explorer
You will use File Explorer to
move, copy, paste and delete
files on your PDA. It works
just like Windows Explorer, or
My Computer. Since your
PDA has a Windows based
operating system, the file
structure is very similar to
your PC computer, with folders and files.
Navigation:
Tap on a folder to open the
Start > Programs
folder. The contents of a
Program Files folder is shown here. To return to the root
(top) folder which is called My Device, tap on the top left
where it says the name of the folder. A drop down menu
will show up showing you that you are in the Program
Files folder in My Device. Tap My Device to move back
up to that level.
Cut, Copy, Paste or Delete — Tap and Hold
When you want to manage a file or folder, Tap and hold
your stylus on that file until the pop-up menu below appears. Now you can do any of the commands on that
menu that you want. If you want to move a file, hit Cut,
then navigate to the folder where you wish to put the
file, tap the Edit menu at the bottom of the screen and
select Paste.
File Explorer
Drop Down Navigation
Rules
•
•
•
•
Do not move or cut any items in the Windows or
Program Files folders.
Do not move or cut any folders that look like they
were installed by a program such as Elsevier or
Skyscape. Windows references these files when a
program is run.
You can move files inside your My Documents
folder to the memory card such as images or
Word, PowerPoint and Excel documents.
You can empty the Temp folder.
Tap and Hold Pop-up
Menu
8
Basic Operation of PocketPC
Using the Calendar, Contacts, Tasks and Notes
There is an excellent chapter (#3, page 75) in the Users Manual that describes
how to use these built in features of the PocketPC. Since it is a Microsoft product,
these synchronize with Microsoft Outlook on your desktop computer. If you do
not have or use Outlook (version 2002+) , they have furnished a copy to install
in the ActiveSync CD that comes with your PDA.
Installing ActiveSync
You must create a partnership between your computer and your PDA to install
programs to the PDA and have it communicate and synchronize Outlook on your
computer with the Calendar, Contacts, Tasks and Notes on your PDA. Here are
the steps:
1. Find your sync cradle, power cord and PDA, but don’t hook them up yet.
2. Insert the CD that came with your PDA into your CD drive. It should run without any prompting. If it does not, then use My Computer to go to the D:\
drive, find the Setup.exe file and run it.
3. Select Get Started.
4. Select Start Here.
5. Select Install ActiveSync. Accept the default settings for most screens.
Watch for it to say, “Get Connected”. That is when you insert the sync cable
into the USB port on your computer and put your PDA into the cradle.
6. After installing ActiveSync, Install Outlook if you do not already have it on
your computer.
7. Your PDA will talk to your computer, and it will ask you what kind of Partnership you wish to create. Choose Full Partnership. This tells ActiveSync to
synchronize this PDA with the Outlook on this computer. Also, as you add programs, it will synchronize and update the programs with their web sites when
you connect the PDA.
Setting up Options
Here you decide what you want to synchronize. The first time you synchronize, it
will ask you which items to put on your PDA. To start, select the following: (You
can always add more by clicking the Tools > Options menu on the ActiveSync window.)
• Calendar
• Contacts
• Tasks
• Notes
• Files
This is a wireless PDA.
If you want to use it
for sending and receiving e-mail in airports
and hotels with wireless access, select to
9
Basic Operation of PocketPC
Sharing Files with Your Computer
As your PDA is a Windows based program, it comes with Pocket Word and Pocket
Excel. You create Word documents and Excel spreadsheets on your PDA and move
them to your computer or vice versa. You can also move image, sound and video
files to your PDA to view/listen to. The X50 is a MP3 player. There are two ways
to move files between your computer and your PDA: using My Computer or setting up ActiveSync to Synchronize Files.
Use My Computer
Open My Computer. Once ActiveSync is installed and you have your PDA in the
cradle, connected to your computer, there is now a Mobile Device icon in My Computer. If you double click it, the memory on your PDA opens just like any other
storage drive. You can cut, copy and paste files/folders, or drag and drop filed
from your computer into the Mobile Device folders. There are folders for the SD
card and Built-in memory.
This view is handy for cleaning up your PDA memory and deleting old files and
Synchronize Files
To turn this on, in ActiveSync under Options, check Files.
(Figure 1)
This will create a folder on your Desktop with the name of your
device on it. (Figure 2)
Now to move files to your PDA, drag and drop them
using either Windows Explorer, My Computer, or My
Figure 1
Documents into this folder. The next time you sync
your PDA, the files will be copied from the computer to the PDA. Likewise, any files like Word documents created on your PDA will be copied
Figure 2 to this folder the next time you synchronize.
This acts as a backup of files on your PDA, but not of the programs. Read on for
those instructions.
10
Basic Operation of PocketPC
Installing Programs on your PocketPC
While every program has its own little installation quirks, there are some steps
that are basic to all program installations that if understood, will make this process as painless as possible.
1. Pick the computer that you want to use as your primary computer for synchronizing and install ActiveSync 4.1 on it, then plug in your cradle to that
computer. This computer must have internet access. These medical reference
software packages need software on the computer that recognizes your specific
PDA to update.
2. Get a copy of the installation
file. (*.exe)
• If you buy a program in a
box, the files will likely
come on a CD.
Figure 1
• However, all of the medical reference programs involve going to a web
site, registering for the site which will mean creating another userID and Password to be remembered, then downloading the program.
• You should create a folder either on your computer desktop or in your My Documents folder in
which to save all these install files. Call it something like “PocketPC Stuff”
2. Open the folder where you keep your PDA downloads
and run the installation file by double clicking on it.
3. It will install files on your computer first. Let it put
them where ever it wants.
4. Then it will try to install it on your PDA. It will ask you
if you want to install the program to the PDA. (Figure
2) Say Yes.
Figure 2
5. The computer will copy the installation files to the
PDA and you will see the process. This can take time.
6. On your PDA, you will then see a screen that will allow
you to pick the destination of the installation. The instruction sheet will tell you where to install the file—
the device or the SD card.. Most of the time, you will
want to use the SD card. Certain programs like ePocrates need to be installed in the device.
7. Then the PDA will run the installation files on the PDA,
and you can watch that process. This can take a lot of
time for the larger programs.
8. When it is through, run the program to make sure it
works. You can add a link to you Start Menu if the
program did not do so already.
9. The instructions for downloading and installing all of
the medical reference software available to you can be
found at:
http://www.med.fsu.edu/library/PDADocuments.asp
11
Basic Operation of PocketPC
Instructions for Removing Programs from the PocketPC
Only delete programs that are not working or that you are not using to free up
memory. Before reinstalling a program that has stopped working, it is a good idea
to delete any copies on your
PDA. Also, when you update a
program, they will tell you to
remove any old copies from
your PDA. Here is how to do
that:
1. On the PDA go to Start >
Settings > System > Remove Programs. (Figure
1)
2. Click the program you want
to remove and click the Remove button. (Figure 2)
3. If the program was installed
on the SD card, you mayFigure 1
Figure 2
have to physically remove
the files. The PDA will tell you that some files You can do this on the PDA using
File Explorer or while it is connected, use My Computer on your laptop. This
was explained on page 8. Here they are again.
•
•
Start > Programs > File Explorer. From My
Device go to the SD card. Find the folder containing the files. Tap and hold down the stylus
on the folder until the shortcut menu shows up,
then tap Delete.
If you get an icon under Programs that won’t go
away even though you removed the program or
have duplicate icons, go to Start > Programs >
File Explorer and find the Windows folder, then
open the Start Menu folder under Windows.
Then open the Programs folder and find the icon
and delete it as described above. This is where
the Axim puts shortcuts. (Figure 3)
Figure 3
12
Basic Operation of PocketPC
Backing Up Your Pocket PC
With the new Windows Mobile 5 operating system, if
you let your batteries die, the PocketPC will not lose its
main memory. However, something could happen to
cause your PDA to dump it’s contents. If you have a
BackUp of your PDA, you can simply restore it. If you
do not have a backup, you will have to install all those
programs again. Backup your PDA after installing any
programs. Here are the instructions to Back Up:
1. Start > Programs > Data Backup
2. You can change the Filename to something like
June06 so that you will have an idea when you last
backed up.
3. Make sure Back up all data is checked and Backup
To is set for the SD card and hit Start. It takes
about 3-4 minutes to back up.
To Restore Your PocketPC
1. Start > Programs > Data Backup
2. Tap the Restore tab
3. You can restore from the latest backup or pick a
specific backup file to restore from.
4. Tap Start
13
Basic Operation of PocketPC
Troubleshooting
•
•
•
•
•
•
•
•
•
•
•
When the PDA freezes up and will not do anything: do a soft reset. This is like
rebooting your computer. To perform a soft reset, insert your stylus into the little hole
on the back of your Axim and press gently. The screen should go to the blue Dell
screen, then the PDA will restart. This does not erase the programs on your PocketPC.
A hard reset does that. Only do a hard reset if you have a good backup of your PDA.
You do a hard reset by holding down the Power button while you insert the stylus in the
hole on the back. Don’t do this unless you really mean it.
When one program stops working for no apparent reason: and you have tried
soft resetting and that does not work, remove the program and reinstall it according to
the instructions. This is why it is important to keep a copy of the installation files you
downloaded.
When the PDA seems to be running very slowly: use the Switcher to close any
programs that are running that you are not using. Also try a soft reset. This will also
close everything that is running. Check memory usage to see if there is at least 2M
available for running programs. Use File Explorer or My Computer to look for files you
can delete or move out of main memory.
If the stylus does not seem to be selecting the objects you are tapping, you
need to Align your Screen. That is under Start > Settings > System > Screen.
Synchronize often. This will help keep your programs up to date.
Read the Owners Manual, download instructions, etc.. When all else fails…
If you go to a web site to download software we have purchased for you and it
keeps trying to get you to pay for the software, make sure you are using EZProxy from off-campus to access the web sites to download the medical reference software
Visit http://www.microsoft.com/windowsmobile/ for help, downloads, and tutorials.
Contact Nadine Dexter at 644-8883 or email nadine.dexter@med.fsu.edu
Contact Nancy Clark at 644-9706 or email nancy.clark@med.fsu.edu
Contact DL LaSeur at 645-2907 or email debralee.laseur@med.fsu.edu
We have set up http://www.med.fsu.edu/library/PDAdocuments.asp to link to the download
sites for the purchased medical PDA software.
14
Writing on the PocketPC
Graffiti Writing Guide
Block Recognizer on the Pocket PC
uses Palm Graffiti. Letters go in the left
block and numbers are written in the right
block
15
Writing on the PocketPC
Jot Users Guide
Letter Recognizer on the PocketPC rec-
ognizes many variations of character input
similar to the Palm program Jot. Capital letters go in the first block, lowercase letters in
the middle, and numbers on the right.
16
Appendix
Off Campus Access to the Virtual Medical Library and
PDA Downloads
From off campus to use the Library resources you must do the following:
1. Click on Off-Campus Access (EZProxy) at the top of Library
page: www.med.fsu.edu/library.
2. Click Login to COM EZProxy button.
3.
4.
5.
6.
Type your FSU COM UserID and Password in the blanks provided
(firstname.lastname). If you do not know your FSU COM UserID and
Password, or the one you thought you had does not work, contact the
FSU CoM IT helpdesk (644-3664) for help.
Click Login to COM EZProxy button.
Click on Start EZProxy and Return to the College of Medicine Library
(click here)
This takes you back to the Library Homepage. Notice that all URLs now contain the phrase: ". . . ezproxy.med.fsu.edu/."
You must follow links from the Library page to get to resources and make
sure this phrase stays in the URL. If it links you out, and that phrase vanishes, you are no longer connected to EZProxy. You will know you are kicked
out of the proxy if a site asks you for a UserID and Password. If you think
this should not have happened (you didn’t manually type in a link, etc.) contact the Medical Library immediately. We have discovered some sites that do
this and have fixed them as they are brought to our attention.
17
Appendix
Setting up CoM E-mail Accounts on the PDA
For those that want to use the Wireless to check e-mail, you must set up
an account on your PDA.
1. Tap the Inbox button on
your PDA or do Start >
Programs > Messaging
2. Pull up the Menu, select
Tools, and select New
Accounts…
3. Type your E-mail address.
Tap Next.
4. It will attempt to connect
if you are on the wireless,
or in the cradle with your
computer hooked up to
the internet. Tell it to skip
this if you know the server
information.
5. Fill out your user information and tap Next.
6. Select Account Type: POP3
and type in the name of
the account, like CoM.
Tap Next.
7. Enter the Server information. Incoming and Outgoing should be
mail.med.fsu.edu, Domain
Med.
8. Tap Options. Decide how
often you want it checking
for mail (Next), how many
days mail you want to
download. I suggest only
1 day. (Next) Decide whether you want headings only
or more. (Finish)
9. Tap Finish.
10.You can add a signature by pulling up the Accounts
Menu, tap Accounts… then Signature and compete a
very short signature.
11.To check to see if it works. Open the Messaging/Inbox
and tap Menu on the bottom toolbar, then Send/
Receive .
12.You can also set up other accounts like Comcast.net,
but you must know your server information for those
accounts.
18
Appendix
Setting the Switcher Bar to Run Automatically When You
Reset
Just because you hit the little X in the top right corner to close
a program does not mean that the program has closed. The
Switcher Bar is designed to help manage the number of programs running on the PDA. After running and closing a number
of different programs, tap the Switcher icon on the task bar.
The menu at right will drop down and show you the programs
that are running. You can Exit Current Program, which will
close only the top listed program. Hit Exit All Programs to
close everything.
In the past, to turn on the Switcher Bar, you had to tap Start
> Settings > System > Switcher Bar. The Switcher icon
appears on the task bar at the top of the screen. If you reset
your PDA, you had to go through this again to re-run Switcher.
To set Switcher to run automatically when you reset your PDA, you need to put a copy of
the Switcher Bar program shortcut into the Windows’ StartUp folder. Here are the steps:
1.
2.
3.
4.
5.
Start > Programs > File Explorer
Open the Windows folder.
Open the Start Menu folder
Open the Settings folder
Find the Switcher Bar program icon. Do the TAP and HOLD process to get the CUTCOPY-PASTE menu to pop up, and select Copy.
6. Go back up to the Windows folder
7. Open the StartUp folder
8. Using the Tap and Hold process to get that same menu, select Paste.
The Switcher Bar shortcut will now be in your StartUp menu and will automatically start
whenever you reset your PDA.
19
Appendix
Putting a Picture on Your Desktop Background
1. Find a picture that you want to use as your
background. Suggestions: your kids, your
spouse, a logo of your practice, your favorite
truck/dog/boat, that favorite image from
your last vacation…
2. Using a graphics editing software program
like PhotoShop, or Microsoft Photo Editor,
crop your picture to fit the shape of the
screen, which is basically square, and resize
the image down to roughly 240x360 pixels.
Save the image as a .jpg in a folder or on
your desktop where you can find it.
3. Connect your PDA and let it finish syncing.
4. Drag and drop the image from where ever
you saved it into the Mobile Device (PDA)
using My Computer. If you have set up
your Options to synchronize Files, you can
drag the image file into the shared folder and Sync again.
5. On the PDA, tap Start > Settings > Today.
6. Check where it says Use this picture as the background.
7. Tap the Browse Button. The image you moved
to your PDA should be there for you to select.
Tap it and OK.
8. Close the Settings window, and your new desktop should appear.
This handout was produced by
Nancy B. Clark, M.Ed.
Director, Medical Informatics Education
FSU College of Medicine
Summer 2006
20