Basic Operation of Dell Axim Pocket PCmed.fsu.edu/userfiles/file/MedInfo_PocketPCOperationWM5.pdf · Basic Operation of Dell Axim Pocket PC With Windows Mobile 5 FSU College of Medicine

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Basic Operation ofBasic Operation of Dell Axim Pocket PCDell Axim Pocket PC

With Windows Mobile 5With Windows Mobile 5

FSU College of MedicineFSU College of Medicine

20062006--20072007

Nancy B. Clark, MEd Nancy B. Clark, MEd

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Basic Operation of PocketPC with Windows Mobile 5Basic Operation of PocketPC with Windows Mobile 5

Table of ContentsTable of Contents

Anatomy of the PDA 3 Personal Settings 4

Adding Owner Information Adding items to your Start Menu Sounds & Notifications Today 5 Passwords Buttons Screen alignment and orientation

Managing the Battery life 6 Brightness Settings Power Settings

Managing Memory and disk space 7 Switcher Bar File Explorer 8 Cut, Copy and Paste Rules

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

AppendixAppendix

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

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Top Ear Phones SD Card Slot CF Card Slot

Calendar Contacts Inbox Home Scroll Button

Front

Power

Left Side

Lanyard Hook

Lock Button

Wireless On/off

Record

Screen

Anatomy of the Dell Axim X51Anatomy of the Dell Axim X51

Stylus

Back Battery Reset

Bottom Cradle/sync cable

connector

Wireless Light

Microphone

IR Sensor

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Settings Personal Tab Start Menu

Basic Operation of PocketPCBasic Operation of PocketPC

Getting Started, Personalize your PDA

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 Noti-fications Tab. Muting will save battery life.

1. Tap Start > Settings 2. Tap Owner Information 3. Complete your contact information using the keyboard 4. Tap OK when you are through to close that window.

Owner Information

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Today Today allows you to custom-ize 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 se-lect which items to show on your main screen at all times.

Buttons This menu lets you change the purpose of the buttons on the bot-tom of the face of your PDA. For example, if you had rather set these but-tons to open medical ref-erence 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.

Other Personal Set-tings Items Input — Allows you to adjust the settings for in-put method which will be covered later, word com-pletion 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

Settings Personal Tab

System Screen Under the System Tab, select Screen. You can orient the screen to land-scape 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.

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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 spo-radically, it might need to be charged weekly. Set up a charging station with the cradle to put it in when you are not us-ing it so that it will always be charged. There are a number of things you can do to help con-serve battery life. All of these can be found under Start > Settings > System tab. 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.

System Settings Brightness

Power Settings Advanced Tab Processor Tab

Power Open Power to check how much of a charge you have in your batteries. The backup bat-tery will give you 10 minutes after the main battery has died. Never remove the main bat-tery 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.

If the batteries die, you no longer lose everything you have installed in your PDA. However, backup anyway.

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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, ref-erence 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 pro-grams. 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 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.


Storage Card tab

Memory — Main

Running Programs tab

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Basic Operation of PocketPCBasic 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 fold-ers and files. Navigation: Tap on a folder to open the 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 ap-pears. 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.

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.

Start > Programs File Explorer

Drop Down Navigation

Tap and Hold Pop-up Menu

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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 with-

out 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 Partner-ship you wish to create. Choose Full Partnership. This tells ActiveSync to synchronize this PDA with the Outlook on this computer. Also, as you add pro-grams, 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 win-dow.) • Calendar • Contacts • Tasks • Notes • Files This is a wireless PDA. If you want to use it for sending and receiv-ing e-mail in airports and hotels with wire-less access, select to


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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 set-ting 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 Com-puter. 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 Documents into this folder. The next time you sync your PDA, the files will be copied from the computer to the PDA. Like-wise, any files like Word documents created on your PDA will be copied 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.

Figure 1

Figure 2

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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 proc-ess as painless as possible. 1. Pick the computer that you want to use as your primary computer for syn-

chronizing 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.

• However, all of the medi-cal reference programs involve going to a web site, registering for the site which will mean cre-ating another userID and Password to be remem-bered, then downloading the program.

• You should create a folder either on your com-puter desktop or in your My Documents folder in which to save all these install files. Call it some-thing 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.

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 in-struction 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 ePo-crates 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

Figure 1

Figure 2

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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 > Re-move Programs. (Figure 1)

2. Click the program you want to remove and click the Re-move button. (Figure 2)

3. If the program was installed on the SD card, you may-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 con-taining 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 1 Figure 2

Figure 3

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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

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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 EZ-Proxy from off-campus to access the web sites to download the medical reference soft-ware

• Visit http://www.microsoft.com/windowsmobile/ for help, downloads, and tutorials. • Contact Nadine Dexter at 644-8883 or email [email protected] • Contact Nancy Clark at 644-9706 or email [email protected] • Contact DL LaSeur at 645-2907 or email [email protected] We have set up http://www.med.fsu.edu/library/PDAdocuments.asp to link to the download sites for the purchased medical PDA software.

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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

Writing on the PocketPC

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Jot Users Guide Letter Recognizer on the PocketPC rec-ognizes many variations of character input similar to the Palm program Jot. Capital let-ters go in the first block, lowercase letters in the middle, and numbers on the right.

Writing on the PocketPC

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Off Campus Access to the Virtual Medical Library and Off Campus Access to the Virtual Medical Library and PDA DownloadsPDA Downloads

From off campus to use the Library resources you must do the fol-lowing: 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.

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.

3. Click Login to COM EZProxy button. 4. Click on Start EZProxy and Return to the College of Medicine Library

(click here) 5. This takes you back to the Library Homepage. Notice that all URLs now con-

tain the phrase: ". . . ezproxy.med.fsu.edu/." 6. 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 van-ishes, 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.) con-tact the Medical Library immediately. We have discovered some sites that do this and have fixed them as they are brought to our attention.

AppendixAppendix

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Setting up CoM ESetting up CoM E--mail Accounts on the PDAmail 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 informa-tion and tap Next.

6. Select Account Type: POP3 and type in the name of the account, like CoM. Tap Next.

7. Enter the Server informa-tion. Incoming and Outgo-ing 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.

AppendixAppendix

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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 pro-grams 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. Start > Programs > File Explorer 2. Open the Windows folder. 3. Open the Start Menu folder 4. Open the Settings folder 5. Find the Switcher Bar program icon. Do the TAP and HOLD process to get the CUT-

COPY-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.

AppendixAppendix

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AppendixAppendix Putting a Picture on Your Desktop BackgroundPutting 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 back-

ground. 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 desk-top should appear.

This handout was produced by Nancy B. Clark, M.Ed. Director, Medical Informatics Education FSU College of Medicine Summer 2006