Sony PEGN760C PDA Manual

Sony PDA PEGN760C PDA

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Operating

Instructions

Chapter 1

Chapter 2

Chapter 3

Chapter 4

Chapter 5

Chapter 6

Personal Entertainment Organizer

PEG-N760C

Basic operations of your

Sony CLIÉ Handheld

Using basic applications

Exchanging and updating

data using a HotSync®

operation

Communicating using

your Sony CLIÉ Handheld

Customizing your Sony

CLIÉ Handheld

(Preferences)

Additional information

Continued on next page

Chapter 1

Basic operations of your Sony CLIÉ

Handheld

Turning your Sony CLIÉ Handheld

on and off .............................................. 7

Using the stylus...................................... 8

Using the Jog Dial™ navigator............ 10

Entering data into your Sony CLIÉ

Handheld .............................................. 11

Using Graffiti® writing to enter data ..... 11

Using the onscreen keyboard ................ 20

Using your computer keyboard .............. 22

Changing the frontlight level .............. 23

Resetting your Sony CLIÉ Handheld..... 24

Performing a soft reset .......................... 24

Performing a hard reset ......................... 25

Chapter 2

Using basic applications

Managing schedules and events

(Date Book) ................................. 27

Scheduling an event .............................. 27

Checking schedules ............................... 34

Editing Date Book events ...................... 40

Using the Date Book menus .................. 45

Managing addresses and phone

numbers (Address Book) ............. 47

Creating a new Address Book entry ...... 47

Viewing Address Book entries ............... 49

Editing Address Book entries ................. 53

Using the Address Book menus ............. 59

Managing tasks and things to do

(To Do List) .................................. 61

Creating To Do List items ...................... 61

Viewing To Do List items ....................... 62

Checking off a To Do List item ............... 63

Working with To Do List ........................ 64

Using the To Do List menus ................... 68

Creating memos (Memo Pad) ...... 69

Creating a new memo ........................... 69

Reviewing memos ................................. 71

Editing memos ....................................... 74

Using the Memo Pad menus.................. 76

Managing expenses (Expense) ...... 77

Recording a new Expense item .............. 77

Editing Expense items............................ 79

Using the Expense menus ...................... 86

Using Calculator (Calc) .................. 87

Calculating with Calculator ................... 87

Using the Calculator buttons ................. 88

Using the Calculator menus................... 88

Performing common tasks ................... 89

Using the Application Launcher ............. 89

Categorizing records .............................. 93

Finding records ...................................... 96

Protecting your data (Security) ............ 100

Attaching notes ................................... 106

Purging records ................................... 107

Using the Edit menu ............................ 108

Choosing fonts .................................... 109

Table of contents

Continued on next page

Chapter 3

Exchanging and updating data

using a HotSync® operation

What is a HotSync® operation? ......... 111

Performing a local HotSync®

operation with the cradle .................. 112

Using the Palm™ Desktop for CLIÉ

software ............................................. 114

Starting the Palm Desktop for CLIÉ

software .............................................. 114

Basic operations of the Palm

Desktop for CLIÉ software ................... 114

Locating the Palm Desktop for CLIÉ

components ......................................... 115

Advanced HotSync® operations ........ 116

Setting the HotSync® setup options .... 116

Customizing HotSync application

settings (Conduit) ................................ 118

Conducting an IR HotSync operation ... 120

Conducting a HotSync operation

via modem........................................... 123

Conducting a HotSync operation

via a network....................................... 129

Importing data from a Windows

application........................................... 134

Synchronizing with external data

(File Link) ............................................. 136

Chapter 4

Communicating using your Sony CLIÉ

Handheld

Beaming between your Sony CLIÉ

Handheld and another Palm OS

PDA ..

138

What you can do with beaming ........... 138

Beaming information ........................... 139

Receiving beamed information ............ 140

Tips on beaming information ............... 140

Using Memory Stick® media .............. 141

What is Memory Stick® media? .......... 141

Inserting and removing Memory

Stick media .......................................... 142

Protecting the data in Memory

Stick media .......................................... 144

Starting an application in Memory

Stick media .......................................... 145

Starting an application automatically

when Memory Stick media is

inserted ............................................... 145

Viewing information of the inserted

Memory Stick media (Card Info) .......... 146

Formatting Memory Stick media.......... 147

Exchanging data via

Memory Stick® media........................ 149

Starting Memory Stick Gate

(MS Gate) ............................................ 149

Creating the default folder in

Memory Stick media ............................ 152

Copying your CLIÉ handheld data

to Memory Stick media ........................ 153

Copying data in Memory Stick

media to your CLIÉ handheld............... 155

Deleting data in Memory Stick media .. 158

Using the MS Gate menus ................... 160

How to read the online manual ........... 161

Installing applications to/from

Memory Stick® media without

using MS Gate ..................................... 162

Table of contents

Chapter 5

Customizing your Sony CLIÉ Handheld

(Preferences)

What you can do with

Preferences ................................ 165

Changing the Buttons preferences .... 167

Assigning applications to buttons ....... 167

Changing the full-screen pen stroke

activities .............................................. 168

Assigning applications to HotSync®

buttons ................................................ 169

Changing the Jog Dial™ navigator

preferences ........................................ 170

Setting the display format of the

time, date, and numbers (Formats) ... 171

Selecting a country default .................. 171

Selecting the time, date, and

numbers formats ................................. 172

Setting the Date & Time preferences ..

173

Setting the date ................................... 173

Setting the time ................................... 174

Setting the time zone and daylight

saving time .......................................... 175

Setting the General preferences........ 176

Setting the automatic shut-off time ..... 176

Setting sounds ..................................... 177

Turning on or off the Beam Receive

feature ................................................. 178

Entering owner information .............. 179

Creating Graffiti® ShortCuts ............. 180

Changing the Network preferences ... 182

Selecting a service ............................... 182

Entering a user name........................... 183

Entering a password ............................ 183

Selecting a connection ......................... 184

Adding telephone settings ................... 184

Creating additional service templates . 185

Adding detailed information to a

service template .................................. 187

Creating log in scripts .......................... 188

Using the Network preferences menus..

191

Setting the High Resolution Assist

function .............................................. 192

Chapter 6

Additional information

Backing up data of your Sony CLIÉ

Handheld ............................................ 194

Backing up data to your computer

through HotSync operation.................. 194

Backing up all CLIÉ data to a Memory

Stick media (using MS Backup) .......... 195

Backing up CLIÉ data to a Memory

Stick media using MS Gate .................. 197

Using data of another

Sony CLIÉ Handheld ........................... 199

Using the Palm Desktop for CLIÉ

software to transfer data ..................... 199

Using Memory Stick media to

transfer data ........................................ 201

Performing HotSync between your

old CLIÉ handheld and the new Palm

Desktop for CLIÉ software ................... 203

Precautions ........................................ 204

Notes on use ....................................... 204

Battery considerations ......................... 205

Troubleshooting – Frequently Asked

Questions ........................................... 207

Getting Help....................................... 221

Specifications ..................................... 222

Limited Warranty Statement ............. 223

Index .................................................. 227

About this manual

Welcome to the Sony Personal Entertainment Organizer (referred to as the

“CLIÉ handheld” in this manual).

Your CLIÉ handheld comes with three manuals:

Read This First

Read This First gives an overview of your CLIÉ handheld’s features,

hardware and software setup, installation instructions, and other important

details. Before reading the rest of the manuals, read the Read This First

manual.

Operating Instructions (this manual)

This manual describes all you need to know about how to use your CLIÉ

handheld and the Personal Information Management applications that come

with it.

The manual shows you how to:

■Turn your CLIÉ handheld on and off, reset your CLIÉ handheld, and

enter data, explained in greater detail (Chapter 1)

■Use Personal Information Management applications: Date Book,

Address Book, To Do List, Memo Pad, Expense, and Calculator

(Chapter 2)

■Perform a HotSync® operation with your computer (Chapter 3)

■Exchange data with another handheld by beaming or via Memory Stick®

media (Chapter 4)

■Personalize your CLIÉ handheld with your own preferences settings

(Chapter 5)

■Maintain your CLIÉ handheld and work with the Troubleshooting

section and other technical information (Chapter6)

Add-on Application Guide

The Add-on Application Guide describes how to install and use the supplied

add-on applications which include:

■Audio Player/OpenMG Jukebox/RealJukebox

■PictureGear Pocket/Photo Stand/PictureGear 4.4Lite

■gMovie

■MS Autorun

■MS Import/Export

Chapter 1

Basic operations of your Sony CLIÉ Handheld

This chapter explains how to turn on and off your CLIÉ handheld, enter data, and

perform other basic operations.

Contents

Turning your Sony CLIÉ Handheld on and off .............................. 7

Using the stylus ........................................................................... 8

Using the Jog Dial™ navigator ................................................. 10

Entering data into your Sony CLIÉ Handheld ............................. 11

Using Graffiti® writing to enter data .................................... 11

Using the onscreen keyboard ............................................... 20

Using your computer keyboard ............................................ 22

Changing the frontlight level .................................................... 23

Resetting your Sony CLIÉ Handheld .......................................... 24

Performing a soft reset ........................................................ 24

Performing a hard reset ....................................................... 25

Chapter1 Basic operations of your Sony CLIÉ Handheld 7

Turning your Sony CLIÉ Handheld on and off

Turning on your CLIÉ handheld

Press the POWER button.

Your CLIÉ handheld is turned on, and the last screen you viewed is

displayed.

When you turn on your CLIÉ handheld for the first time, the Setup screen

appears.

Note

If the power is not turned on, make sure that the HOLD switch is not in the protect

position.

Tip

You can set to turn on/off the power with the BACK button. For details, see

page 170.

Turning off your CLIÉ handheld

Press the POWER button again.

The power is turned off. You do not have to save data, quit an application

or perform any of the other shutdown procedures that your computer

requires.

Note

If you press the POWER button and hold it down for two seconds or longer, you can

turn the frontlight on the screen on or off.

Press the POWER button.

BACK button

HOLD switch

Chapter1 Basic operations of your Sony CLIÉ Handheld 8

Using the stylus

With your CLIÉ handheld, you can use the supplied stylus to enter

characters or specify an application you want to run.

Taking out the stylus

The stylus is stored in the holder on the back panel of your CLIÉ handheld.

Pull it out when using your CLIÉ handheld.

To avoid losing the stylus, always put it back into its holder on your CLIÉ

handheld after use.

Tapping

When you enter characters on the onscreen keyboard of your CLIÉ

handheld, open an application, or select an item, press lightly on the desired

button or icon with the stylus.

This action is called “tapping.“

Take out the stylus.

Press lightly (tap) on the screen

Chapter1 Basic operations of your Sony CLIÉ Handheld 9

Using the stylus

Dragging

Just as you can drag the mouse to select (and drag) text or move objects on

your computer, you can also use the stylus to drag an item on the screen of

your CLIÉ handheld. Press the stylus lightly on the item and move it along

the screen surface.

Examples of dragging:

To display data above or below the current viewing area on the screen, use

the stylus to drag the slider of any scroll bar.

To select multiple characters or items together, use the stylus to drag along

the desired characters or items.

On full-screen dragging

By default, full-screen dragging from the bottom of the writing area to the

top of the screen displays the Graffiti® Help on the screen. You can assign

the full-screen dragging to another activity. See page 168 for details.

Touch the desired item on the screen

with the stylus and move it along the

screen surface (drag).

Chapter1 Basic operations of your Sony CLIÉ Handheld 10

Using the Jog Dial™ navigator

Your CLIÉ handheld is equipped with a Jog Dial™

navigator, which allows you to perform all major

operations without the stylus. You can operate your

CLIÉ handheld using the Jog Dial navigator with just

one hand.

The icon of any application that supports Jog Dial

navigator operations is marked with the Jog Dial

navigator mark.

For other applications, you can also use the JogAssist function to enable Jog

Dial navigator operations. For details, see “Changing the Jog Dial™

navigator preferences” on page 170.

Rotating the Jog Dial navigator

Rotate the Jog Dial navigator to select various items

in succession or to select an application to start.

The operations you can perform by rotating the Jog

Dial navigator differ depending on the application

you are using. For details, refer to the instructions for

each application.

Pressing the Jog Dial navigator

Press the Jog Dial navigator to highlight the item

selected by rotating the Jog Dial navigator, or to run

the selected application.

The operations you can do by pressing the Jog Dial

navigator differ depending on the application you

are using. For details, refer to the instructions for

each application.

Rotating while holding down the Jog Dial navigator

Some applications support operations executed by rotating and pressing the

Jog Dial navigator. For details, refer to the instructions for each application.

mark

Chapter1 Basic operations of your Sony CLIÉ Handheld 11

Entering data into your Sony CLIÉ Handheld

Using Graffiti® writing to enter data

This section explains the procedures for creating letters, numbers,

punctuation, and symbols, as well as teaching you some Graffiti® tips and

tricks.

What is Graffiti writing?

Most people find they can enter text quickly and accurately with only

minutes of practice. Graffiti writing includes any character you can type on a

standard keyboard. The Graffiti strokes closely resemble the upper case

letters of the regular alphabet, which makes Graffiti writing easy to learn.

There are four basic concepts for success with Graffiti writing:

•If you draw the character shape exactly as shown in the tables later in this

chapter (like the shapes shown in the following diagram), you can achieve

100% accuracy.

•The heavy dot on each shape shows where to begin the stroke. Certain

characters have similar shapes, but different beginning and end points.

Always begin the stroke at the heavy dot (you should not create the heavy

dot; it is only there to show you where to begin the stroke).

•Most characters require only a single stroke. When you lift the stylus from

the Graffiti writing area, your CLIÉ handheld recognizes and displays the

text character immediately.

To allow you to write an entire character with a single stroke, some

Graffiti strokes are portions of the regular alphabet equivalents.

•The Graffiti writing area is divided into two parts: one for writing the

letters of the alphabet and one for writing numbers. The small marks at

the top and bottom of the Graffiti writing area separate the two areas.

Graffiti writing examples:

A, B, C, D, and E

Division marks

Write letters here Write numbers here

Chapter1 Basic operations of your Sony CLIÉ Handheld 12

Entering data into your Sony CLIÉ Handheld

Writing Graffiti letters

1Tap where you want your text to go.

Note

You need to tap above the Graffiti writing area, and you must see a flashing cursor

before you write the text.

2Use the tables on the following pages to find the stroke

shape for the letter you want to create. For example, the

stroke shown below creates the letter "n".

Note

There are two different stroke shapes available for some letters. For these letters,

choose the one that's easiest for you.

As you will see later, you use the same shape to create both the upper

case and lower case version of a letter.

3Position the stylus in the left-hand side of the Graffiti writing

area.

4Start your stroke at the heavy dot and draw the stroke shape

as it appears in the tables.

5Lift the stylus from the screen at the end of the stroke shape.

That is all there is to it. When you lift the stylus from the screen, your

CLIÉ handheld recognizes your stroke immediately and prints the letter

at the insertion point on the screen.

As soon as you lift the stylus from the screen, you can begin the stroke for

the next character you want to write.

Lift stylus here

Start stroke at heavy dot

Position the stylus

Continued on next page

Chapter1 Basic operations of your Sony CLIÉ Handheld 13

Entering data into your Sony CLIÉ Handheld

Note

You must begin the character strokes in the Graffiti writing area. If you do not

make Graffiti strokes in the Graffiti writing area, your CLIÉ handheld does not

recognize them as text characters.

Tips

•Accuracy improves when you write large characters. You should draw strokes that

nearly fill the Graffiti writing area.

•To delete characters, simply set the insertion point to the right of the character you

want to delete and make the backspace stroke (a line from right to left) in the Graffiti

writing area.

•Write at natural speed. Writing too slowly can generate recognition errors.

•Do not write on a slant. Vertical strokes should be parallel to the sides of the Graffiti

writing area.

•Press firmly.

To display the Graffiti onscreen help

Drag the stylus from the bottom of the writing area to the top of the screen. Graffiti

Help opens a series of screens that show the complete Graffiti character set.

Chapter1 Basic operations of your Sony CLIÉ Handheld 14

Entering data into your Sony CLIÉ Handheld

Writing Graffiti alphabet

Draw Graffiti letters according to the following alphabet in the left-hand

side of the Graffiti writing area.

A N

B O

C P

D Q

E R

F S

G T

H U

I V

J W

K X

L Y

M Z

Space BackSpace

Carriage Return Period Tap twice

Chapter1 Basic operations of your Sony CLIÉ Handheld 15

Entering data into your Sony CLIÉ Handheld

To write capital letters

Shift to caps and then you can make capital letters with the same stroke

shapes as the basic alphabet characters.

•To draw the first letter of a word as a capital letter

Use the Caps Shift stroke .

To return to the lower case, use the Backspace stroke .

Note

When you create a new sentence or a new record (by tapping New or a blank line),

the first letter is automatically capitalized.

•To enter only capital letters (Caps Lock)

Use the Caps Lock stroke .

To return to the lower case, use the Caps Shift stroke .

Writing numbers

Write the following numbers on the right-hand side (numbers side) of the

Graffiti writing area.

0 5

1 6

2 7

3 8

4 9

Caps Shift

Caps Lock

Chapter1 Basic operations of your Sony CLIÉ Handheld 16

Entering data into your Sony CLIÉ Handheld

Writing punctuation marks

Make a single tap on the Graffiti writing area to activate Punctuation Shift.

The next stroke you make anywhere in the Graffiti area (the letters or

numbers side) creates a punctuation mark.

(.) Period (—) Dash

(,) Comma ( ( ) Left Paren

(‘) Apostrophe ( ) ) Right Paren

(?) Question (/) Slash

(!) Exclamation ($) Dollar

(@) At (\) Back slash

(#) Number ({) Left brace

(%) Percent (}) Right brace

(^) Circumflex ([) Left square bracket

(&) Ampersand (]) Right square bracket

(*) Asterisk (-) Swung dash

(<) Left angle bracket

(\) Grave accent

(>) Right angle bracket

(;) Semicolon

(_) Under bar (:) Colon

(“) Ditto Tab

Punctuation Shift

Chapter1 Basic operations of your Sony CLIÉ Handheld 17

Entering data into your Sony CLIÉ Handheld

Symbol Shift

Writing symbols and extended characters

Make a Symbol Shift stroke on the Graffiti writing area to activate Symbol

Shift. The next stroke you make creates a symbol or extended character.

(•) Bullet x

(™) Trademark ÷

(®) Registered =

(©) Copyrighted (¢) Cent

(‘) Left single quotation

(¥) Yen

(’) Right single quotation

(£) Pound

(“) Left double quotation

(

) Euro

(”) Right double quotation

(§) Section ¡

(º) Degree ß

+ µ

± ƒ

Chapter1 Basic operations of your Sony CLIÉ Handheld 18

Entering data into your Sony CLIÉ Handheld

Writing accented characters and non-English characters

To create accented characters, draw the stroke normally used to create the

letter, followed by an accent stroke. Graffiti writing then adds the accent to

the letter.

To enter “é,” for example, draw and then .

à è ì ò ù á é í ó ú ´y

â ê î ô û ã õ ñ

ä ï ö ü ÿ å

To write non-English characters

You can write the following characters without any special punctuation or

shifting:

ç æ

Note

You must write these non-English characters on the left side of the Graffiti writing area.

Chapter1 Basic operations of your Sony CLIÉ Handheld 19

Entering data into your Sony CLIÉ handheld

Using Navigation strokes

In addition to character symbols, Graffiti writing includes special strokes

that you can use to navigate within text or fields in your applications.

Move cursor right

Move cursor left

Go to the previous field (Address Book only)

Go to the next field (Address Book only)

Open Address Record (Address Book only)

Using Graffiti ShortCuts

Graffiti ShortCuts, similar to the glossary or autotext features of some word

processors, allow you to enter commonly used words or phrases quickly and

easily. In addition to the following predefined ShortCuts, you can create

your own ShortCuts for your name or the header of a memo (page 180).

Each ShortCut can represent up to 45 characters.

To use a ShortCut, draw the ShortCut stroke followed by the ShortCut

characters. When you draw the ShortCut stroke, the ShortCut symbol

appears at the insertion point to show that you are in ShortCut mode.

When you enter and dts ( , , and ), you can enter date and time

stamps.

Date stamp ds Breakfast br

Time stamp ts Lunch lu

Date/time stamps dts Dinner di

Meeting me

Chapter1 Basic operations of your Sony CLIÉ Handheld 20

Entering data into your Sony CLIÉ Handheld

Using the onscreen keyboard

You can open the onscreen keyboard any time you need to enter text or

numbers into your CLIÉ handheld. Note that you cannot enter Graffiti

characters while using the onscreen keyboard.

To use the onscreen keyboard:

1Open any application (such as Memo Pad).

2Tap any record, or tap New.

3Tap "a" to open the alphabetic keyboard, or tap "1" to open

the numeric keyboard.

The selected keyboard is displayed.

Tap here for the numeric keyboard

Tap here for the alphabetic keyboard

Continued on next page

Chapter1 Basic operations of your Sony CLIÉ Handheld 21

Entering data into your Sony CLIÉ Handheld

4Select the desired keyboard and tap the characters to enter

text and numbers.

You can use the onscreen keyboard in the same way as in the keyboard of

your computer. To enter capital letter, tap cap and then tap the character

button. To delete a character, tap B.

5After you finish, tap Done to close the onscreen keyboard

and place the text in the record.

Tab

Caps shift

Caps lock

Backspace

Tap here to display alphabetic keyboard

Tap here to display international

keyboard

Tap here to display numeric

keyboard

Carriage return

Alphabetic

Numeric International

Chapter1 Basic operations of your Sony CLIÉ Handheld 22

Entering data into your Sony CLIÉ Handheld

Using your computer keyboard

If you have a lot of data to enter, or prefer to use the computer keyboard,

you can use Palm™ Desktop for CLIÉ software or any other supported

personal information manager (PIM), such as Microsoft Outlook®, to enter

information. You can then perform a HotSync® operation to synchronize the

information on your computer with the information on your CLIÉ handheld.

All the main applications on your CLIÉ handheld are also available in Palm

Desktop for CLIÉ software and in most PIMs, so you don't need to learn

different applications.

Refer to the Palm Desktop for CLIÉ software online Help for more

information on entering data on your computer.

To import data from your computer or another handheld

If you have data stored in computer applications such as spreadsheets, databases, or if

you want to import data from another handheld, you can transfer the data to your CLIÉ

handheld and use it without entering data manually. Save the data in a compatible file

format (.csv, .txt, .tab, .tsv, .dba, .aba, .tda, .mpa), import it into your Palm Desktop for

CLIÉ software, and then perform a HotSync operation to transfer the data to your CLIÉ

handheld. For details, see “Chapter 3: Exchanging and updating data using a

HotSync® operation.”

Chapter1 Basic operations of your Sony CLIÉ Handheld 23

Changing the frontlight level

You can turn the frontlight on the screen off or on or adjust the frontlight

level according to the lighting conditions or temperature of the environment

where you use your CLIÉ handheld.

Turning the frontlight off and on

Press and hold down the POWER button for more than two seconds to turn

the frontlight off or on.

Adjusting the frontlight level

Even with the frontlight on, you may need to further adjust the brightness

on the screen.

You can use the onscreen brightness control to adjust the frontlight level.

1Tap 8.

The adjustment control screen is displayed.

2To change the level in small increments, tap to the left or

right.

To change the brightness level in larger increments, drag the

slider to the left or right.

Tip

You can also press the scroll button or rotate the Jog Dial navigator to move the

slider incrementally.

3Tap Done.

Note

If the digitizer is not configured correctly, you may not be able to make the

adjustments properly. For details, see “Turning on your Sony CLIÉ Handheld for

the first time” in the Read This First manual.

Tap this icon.

Chapter1 Basic operations of your Sony CLIÉ Handheld 24

Resetting your Sony CLIÉ Handheld

Under normal circumstances, you do not have to reset your CLIÉ handheld.

On rare occasions, however, your CLIÉ handheld may no longer respond to

buttons or the screen due to insufficient memory or other reasons. In this

case, you need to perform a reset to get your CLIÉ handheld running again.

Performing a soft reset

A soft reset tells your CLIÉ handheld to stop what it’s doing and start over

again. All records and entries stored in your CLIÉ handheld are retained in

a soft reset.

1Take out the reset tip by unscrewing the metal barrel from

the stylus quill.

2Use the reset tip to gently press the reset button inside the

hole on the back panel of your CLIÉ handheld.

The system shuts down and then restarts.

After restarting, the system displays “palm powered,” “CLIÉ,” and

“Sony,” followed by the preferences screen for setting the time and date.

Chapter1 Basic operations of your Sony CLIÉ Handheld 25

Resetting your Sony CLIÉ Handheld

Performing a hard reset

If the soft reset does not solve the problem, you need to perform a hard reset

to restart your CLIÉ handheld.

Note

With a hard reset, all records and entries stored in your CLIÉ handheld are

erased. Only perform a hard reset if a soft reset does not solve your problem.

If you save a backup of your CLIÉ handheld data on your computer, you can

restore any data previously synchronized with your computer during the

next HotSync® operation.

1Hold down the POWER button on your CLIÉ handheld.

2While holding down the POWER button, use the reset tip to

gently press and release the reset button.

The Palm Powered logo screen is displayed.

3Release the POWER button.

A message warning that you are about to erase all the data stored on your

CLIÉ handheld is displayed.

4Press the upper half of the scroll button on the front panel of

your CLIÉ handheld.

Your CLIÉ handheld undergoes a hard reset.

After a hard reset, only the current date and time are retained. Formats,

Preferences, and other settings are restored to their factory default

settings.

Note

If the scroll button was used just prior to hard-resetting, the hard-reset may not be

performed.

Chapter 2

Using basic applications

This chapter describes how to do tasks that are specific or common to the basic

applications of your CLIÉ handheld: Date Book, Address Book, To Do List, Memo Pad,

Expense, and Calculator.

Contents

Managing schedules and events (Date Book)..................... 27

Managing addresses and phone numbers

(Address Book) ................................................................... 47

Managing tasks and things to do (To Do List) .................... 61

Creating memos (Memo Pad) ............................................. 69

Managing expenses (Expense) ........................................... 77

Using Calculator (Calc) ....................................................... 87

Performing common tasks......................................................... 89

Using the Application Launcher ........................................... 89

Categorizing records............................................................ 93

Finding records.................................................................... 96

Protecting your data (Security) ........................................... 100

Attaching notes ................................................................. 106

Purging records ................................................................. 107

Using the Edit menu .......................................................... 108

Choosing fonts .................................................................. 109

Chapter2 Using Basic applications 27

Managing schedules and events (Date Book)

Date Book lets you quickly and easily schedule appointments or any activity

associated with a date, or a date and time. A record in Date Book is called an

“event.”

Note

If the HOLD switch is in the protect position, you cannot operate your CLIÉ handheld.

Scheduling an event

Scheduling an event for the current date

1Press the Date Book button on the front panel.

Date Book starts up. Today’s schedule is displayed with a list of times for

a standard business day.

Tip

Press the Date Book button repeatedly to cycle through the Day, Week, Month, and

Agenda views. The Date Book views are displayed at the bottom left of the screen.

2Tap the time line that corresponds to the beginning of the

event.

Continued on next page

Chapter2 Using Basic applications 28

Managing schedules and events (Date Book)

3Enter a description of the event.

You can enter a description or a note of up to 255 characters in length.

4If the event is one hour long, skip to step 7. If the event is

longer or shorter than one hour, tap the time of the event to

open the Set Time dialog box.

5Do one of the following to set the duration of the event:

•Tap the time columns on the right side of the Set Time dialog box to

set the Start Time, and tap the End Time box. Then tap the time

columns to set the End Time.

•Tap All Day to automatically insert the start and end time of the event

as defined in your Date Book preferences.

6Tap OK.

7Tap a blank area of the screen to deselect the event.

A vertical line appears next to the time, indicating the duration of the

event.

Continued on next page

Chapter2 Using Basic applications 29

Managing schedules and events (Date Book)

Tip

You can open the Set Time dialog box (to select a start time) by writing a number on the

number side of the Graffiti writing area and making sure no event is selected.

To schedule an untimed event

In step 5, tap No Time. A new untimed event is displayed in the first line in

Date Book with a ♦ mark.

Scheduling a timed event for another date

1Press the Date Book button on the front panel.

Date Book starts up.

2Do one of the following to select the date you want for the

event:

•Tap the day of the week on top of the Date Book screen.

To move to another week, tap one of the scroll arrows of either side of

the day of the week area.

•Tap Go To at the bottom of the screen.

The Go To Date dialog box appears. Select a date by tapping a year,

month, and day in the calendar.

3Follow the steps for “Scheduling an event for the current

date.”

Continued on next page

Chapter2 Using Basic applications 30

Managing schedules and events (Date Book)

Tip

You can also use the scroll button on the front panel to move forward or backward one

day or one month at a time.

To schedule an untimed event

In step 3, tap New and then tap No Time. Then follow the steps for

“Scheduling an event for the current date.”

Tip

You can create a new untimed event by making sure no event is selected and then

writing letters in the Graffiti writing area. When you start writing, the untimed event

appears at the top of the screen.

Scheduling repeating or continuous events

The Repeat function lets you schedule events that recur at regular intervals

or extend over a period of consecutive days.

Examples of repeating or continuous events

•Birthday: an event that repeats annually

•Weekly guitar lesson: an event that falls on the same day of the week and

the same time of day

•Business trip or vacation: a continuous event

1Press the Date Book button on the front panel.

Date Book starts up.

2Tap the description of the event.

3Tap Details.

The Event Details dialog box appears.

Continued on next page

Chapter2 Using Basic applications 31

Managing schedules and events (Date Book)

4Tap the Repeat box.

The Change Repeat dialog box appears.

5Tap Day, Week, Month, or Year to set how often the event

repeats.

For a continuous event, tap Day.

6Enter a number that corresponds to how often you want the

event to repeat on the Every line.

•When you tap Week: Tap a letter representing each day of the week

on Repeat on line to specify the day you want the event to repeat.

Continued on next page

Chapter2 Using Basic applications 32

Managing schedules and events (Date Book)

•When you tap Month: On the Repeat by line, tap Day to repeat the

event on the specified day of the same week each month, or tap Date

to repeat the event on the specified date each month.

7To specify an end date for the repeating or continuous event,

tap the arrow V next to End on to display the drop-down list

and then tap Choose Date.

The Ending On screen appears.

8Tap the end date on the screen.

The Change Repeat screen appears again.

9Tap OK.

The Event Details screen appears again.

Continued on next page

Chapter2 Using Basic applications 33

Managing schedules and events (Date Book)

Tap OK.

The Date Book screen is displayed again.

Make sure that the repeat icon is displayed to the far right of the

event.

Notes

•If you change the start date of a repeating event, your CLIÉ handheld

calculates the number of days you moved the event. Your CLIÉ handheld

then automatically changes the end date to maintain the duration of the

repeating event.

•If you change the repeat interval (e.g., daily to weekly) of a repeating

event, past occurrences (prior to the day on which you change the setting)

are not changed, and your CLIÉ handheld creates a new repeating event.

•If you change the date of an occurrence of a repeating event (e.g., from

January 14 to January 15) and apply the change to all occurrences, the new

date becomes the start date of the repeating event. Your CLIÉ handheld

adjusts the end date to maintain the duration of the event.

•If you change other repeat settings (e.g., time, alarm, private) of a

repeating event and apply the change to all occurrences, your CLIÉ

handheld creates a new event. The start date of this new event is the day

on which the setting is changed. Past occurrences (prior to the day of the

change) are not changed.

•If you apply a change to a single occurrence of a repeating event (e.g.,

time), that occurrence no longer shows the repeat icon.

Chapter2 Using Basic applications 34

Managing schedules and events (Date Book)

Checking schedules

Displaying the Day view

You can display and check the events for a specific day.

1Press the Date Book button on the front panel.

Date Book starts. Today’s schedule is displayed.

2Rotate the Jog Dial™ navigator to display the events for

yesterday or tomorrow.

You can display the schedule for a specific day and time.

To change the Date Book view

In addition to displaying the time list for a specific day, you can also display

a whole week, a month, or an agenda.

To display the next view, press the Jog Dial navigator repeatedly.

Tip

You can also select the Date Book view by tapping an icon on the Date Book screen.

Tap one of the following icons to rotate to the corresponding calendar view:

• : Day view

• : Week view

• : Month view

• : Agenda view

Tap the desired view icon.

Chapter2 Using Basic applications 35

Managing schedules and events (Date Book)

Displaying the Week view

Week view displays a calendar of your events for an entire week. This view lets

you quickly review your appointments and available time slots. In addition, the

graphical display helps you spot overlaps and conflicts in your schedule.

1Press the Date Book button on the front panel.

Date Book starts up.

2Press the Jog Dial navigator repeatedly or tap the Week

view icon.

The Week view appears. Untimed events are also displayed in the Week view.

3Rotate the Jog Dial navigator to select the week that you

want to review.

To select the next week, rotate the Jog Dial navigator.

4Press the Jog Dial navigator.

The details of the selected week are displayed.

Tips

•To reschedule an event while in the Week view, tap and drag the event to a different

time or day.

•Tap a blank time on any day to move to that day and have the time selected for a new

event.

•Tap any day or date that appears at the top of the Week view to move directly to that

day without selecting an event.

•The Week view displays the time span defined by the Start Time and End Time in the

Date Book Preferences settings. If you have an event before or after this time span, a

bar appears at the top or bottom of that day’s column. Use the onscreen scroll arrows

to scroll to the event.

Continued on next page

Chapter2 Using Basic applications 36

Managing schedules and events (Date Book)

To view the detail of an event

Tap each time bar to view the detail of that event.

To spot event conflicts

An event conflict (time overlap) appears in the Week view as overlapping

time bars and in the Day view as overlapping brackets to the left of the

conflicting times.

Chapter2 Using Basic applications 37

Managing schedules and events (Date Book)

Displaying the Month view

The Month view screen shows which days have events scheduled. Dots and

lines in the Month view indicate events, repeating events, and untimed

events.

1Press the Date Book button on the front panel.

Date Book starts up.

2Press the Jog Dial navigator repeatedly or tap the Month

view icon.

The Month view screen appears.

3Rotate the Jog Dial navigator to select the day that you want

to review.

To select the next day, rotate the Jog Dial navigator.

4Press the Jog Dial navigator.

The details of the selected day are displayed.

Tips

•Tap a day in the Month view to display that day in the Day view.

•Tap the scroll arrows in the upper right corner to move forward or backward a

month.

•Tap Go To to open the Go To Date dialog box to select a different month.

•Use the scroll buttons on the front panel of your CLIÉ handheld to move between

months. Press the upper half of the scroll button to display the previous month, the

lower half of the scroll button to display the next month.

Chapter2 Using Basic applications 38

Managing schedules and events (Date Book)

Displaying the Agenda view

The Agenda view shows you your appointments, untimed events, and To

Do List items in a single screen. As well as checking the detailed information

of an event, you can also use the Agenda view to check off completed To Do

List items.

1Press the Date Book button on the front panel.

Date Book starts up.

2Press the Jog Dial navigator repeatedly or tap the Agenda

view icon.

The Agenda view screen appears. Today’s schedule and To Do List is

displayed.

3Rotate the Jog Dial navigator to select the day that you want

to review.

To select the next day, rotate the Jog Dial navigator.

Tips

•Tap any appointment while in Agenda view to display the Day view of the

appointment.

•Check off completed To Do List items in the Agenda view, or tap a description of an

item to go directly into the To Do List application.

Chapter2 Using Basic applications 39

Managing schedules and events (Date Book)

Changing Date and Time view

Tap and hold the date in the title bar of Date Book.

The current time appears.

When you release the stylus, the menu bar appears. If you want to avoid

displaying the menu when releasing the stylus, drag the stylus away from

the date indication after the current time appears.

Chapter2 Using Basic applications 40

Managing schedules and events (Date Book)

Editing Date Book events

Changing a date or time for an event

1On the Date Book screen, tap the event you want to edit.

2Tap Details.

The Event Details dialog box appears.

3•To change the time, tap the Time box and select a new

time.

The Set Time dialog box appears. Tap the Start Time and the End

Time.

•To change the date, tap the Date box and select a new

date.

The Set Date dialog box appears. Specify the year, month, and day in

the calendar.

4Tap OK.

Chapter2 Using Basic applications 41

Managing schedules and events (Date Book)

Changing a timed event to an untimed event

1On the Date Book screen, tap the event you want to edit.

2Tap Details.

3Tap the Time box.

The Set Time screen appears.

4Tap No Time and then tap OK.

The Event Details screen appears.

5Tap OK.

The untimed event is displayed in the first line with the untimed ◆ mark.

Chapter2 Using Basic applications 42

Managing schedules and events (Date Book)

Setting an alarm for an event

The Alarm setting enables you to set an audible alarm for events in your

Date Book. You can set an alarm to sound minutes, hours, or days before an

event. The default Alarm setting is 5 minutes before the time of the event,

but you can change this to any number of minutes, hours, or days.

When you set an alarm, an alarm icon appears to the far right of the event

with the alarm.

1On the Date Book screen, tap the event to which you want to

assign an alarm.

2Tap Details.

The Event Details dialog box appears.

3Tap the Alarm check box to select it.

The alarm is set.

4Tap the arrow V to select the time unit from among Minutes,

Hours, or Days.

5Tap the “5” next to the Alarm check box and enter any

number from 0 to 99 as the number of time units.

6Tap OK.

Continued on next page

Chapter2 Using Basic applications 43

Managing schedules and events (Date Book)

Setting an alarm for an untimed event

You can set a silent alarm for an untimed event. In this case, the alarm

triggers at the specified period of minutes, hours, or days before midnight

(beginning) of the day of the untimed event. No audible alarm sounds for an

untimed event. The reminder message appears onscreen instead.

Example: When you set an alarm for an untimed event that occurs on

February 4 and if the alarm is set for 5 minutes, the reminder message

appears at 11:55 PM on the night of February 3. The reminder remains

onscreen until you turn on your handheld and tap OK to erase it.

Making an event private

You can hide records that you mark as private. If you define a password for

your CLIÉ handheld, you must enter it to display private records.

1On the Date Book screen, tap the event you want to mark as

private.

2Tap Details.

The Event Details dialog box appears.

3Tap the Private check box.

4Tap OK.

The event is marked as private. For hiding or masking private events, see

“Protecting your data (Security)” on page 100.

Chapter2 Using Basic applications 44

Managing schedules and events (Date Book)

Deleting events

You can delete existing events in Date Book.

Note

If you delete the contents of a repeating event, all the related events will be deleted.

When deleting an event in Delete Event dialog box, you can delete a single event as an

exception or all the related events.

1On the Date Book screen, tap the event you want to delete.

2Tap Details.

3Tap Delete.

The Delete Event dialog box appears.

4Tap OK to delete the event.

The selected event is deleted. To cancel deletion, tap Cancel.

Tip

If you select the “Save archive copy on PC” check box, the deleted event will be

saved onto the Palm™ Desktop for CLIÉ software on your computer during the

next HotSync® operation.

Chapter2 Using Basic applications 45

Managing schedules and events (Date Book)

Using the Date Book menus

This section explains the menu commands specific to Date Book. For the Edit

menu, see “Using the Edit menu” on page 108.

Record menus

New Event Creates a new event. The Set Time dialog box for

selecting the start and end times is displayed.

Delete Event Deletes the currently selected event. The Delete Event

dialog box appears.

Attach Note Attaches notes to the current event. This menu opens up

a dialog box for entering comments.

Delete Note Deletes notes from the current event. The Delete Note

dialog box is displayed.

Purge You can specify a certain period based on the current

date and discard any events that were formed before the

specified date. Use this function to save memory space.

Notes

•A repeating event will not be deleted.

•By default, the events that you purge will be saved in

the Palm Desktop for CLIÉ software on your

computer at the next HotSync operation. To delete the

events completely, deselect the check box ( ) for

“Save archive copy on PC” in the Purge dialog box.

Beam Event Sends the current event to another CLIÉ handheld via the

infrared communications port.

Chapter2 Using Basic applications 46

Managing schedules and events (Date Book)

Options menus

Font You can select a desired font in the Select Font dialog

box.

Preferences •Start/End Time: Defines the start and end times for

Date Book screens. If the time slots you select do not

fit on one screen, you can tap the scroll arrows to

scroll up and down.

•Alarm Preset: Automatically sets an alarm for each

new event. The silent alarm for untimed events is

defined by minutes, days, or hours before midnight of

the date of the event.

•Alarm Sound: Sets the tone of the alarm.

•Remind Me: Defines how many times the alarm

sounds. The choices are Once, Twice, 3 Times, 5

Times, and 10 Times.

•Play Every: Defines how often the alarm sounds. The

choices are Minute, 5 minutes, 10 minutes, and 30

minutes.

Display Options Changes the Date Book’s appearance and which events

display.

•Show Time Bars: Activates the time bars that appear

in the Day view. The time bars show the duration of

an event and illustrates event conflicts.

•Compress Day View: Controls how times appear in

the Day view. When Compress Day view is off, all

time slots are displayed. When it is on, start and end

times display for each event, but blank time slots

toward the bottom of the screen disappear to

minimize scrolling.

•Month View settings: These check boxes apply to the

Month view of Date Book. You can activate any or all

of these settings to show that you have Timed,

Untimed, or Daily Repeating events in the Month

view only.

Phone Lookup The Phone Number Lookup screen appears. If there is an

Address Book entry, you can look up the phone number

of the selected item.

Security Hides the current item unless the password is entered.

You can select the view option among Show Records,

Mask Records, or Hide Records.

About Date Book Shows version information for Date Book.

Chapter2 Using Basic applications 47

Managing addresses and phone numbers

(Address Book)

Address Book lets you keep names, addresses, telephone numbers, and

other information about your personal or business contacts.

An item in Address Book is called an “entry.”

Note

If the HOLD switch is in the protect position, you cannot operate your CLIÉ handheld.

Creating a new Address Book entry

1Press the Address Book button on the front panel.

The Address screen is displayed.

Note

Press the Address Book button repeatedly to cycle through the categories in which

you have entries.

2Tap New.

The Address Edit screen appears.

3Enter the last name of the person you want to add to Address

Book.

The first letter of each field (except numeric and e-mail fields) is

automatically capitalized.

4Tap First name.

The cursor shifts to the first name field.

You can also use the Graffiti software to move the cursor to the next field

by entering .

Continued on next page

Chapter2 Using Basic applications 48

Managing addresses and phone numbers (Address Book)

5Enter the first name in the First name field.

6Repeat steps 4 and 5 to enter the other items of information

that you want to include.

You can tap the scroll arrow V next to each item to display the list of

choices and then tap the desired item in the list.

7To move to the next page of information, tap the scroll arrow

V on the bottom-right corner of the screen.

8After you finish entering all the necessary information, tap

Done.

The Address screen is displayed again.

Tip

You can also use the Palm™ Desktop for CLIÉ software to create entries on your

computer and then download them to your CLIÉ handheld with your next HotSync®

operation. See “Performing a local HotSync® operation with the cradle” on page 112 for

details.

Chapter2 Using Basic applications 49

Managing addresses and phone numbers (Address Book)

Viewing Address Book entries

1Press the Address Book button on the front panel.

The Address screen is displayed, listing your current entries.

2Rotate the Jog Dial™ navigator to select the address entry

you want to view.

If the desired address entry is not displayed, rotate the Jog Dial navigator

further to scroll up or down the entire list.

3Press the Jog Dial navigator.

The Address View screen of the selected entry is displayed.

4To return to the list of address entries, press the Jog Dial

navigator again or press the BACK button.

The Address screen is displayed again.

Tips

•If there are multiple pages of information, the scroll button moves up or down an

address list or the Address View screen. If you hold down the scroll button, you

accelerate the scrolling and display every third screen.

•You can also use the stylus to tap the onscreen scroll arrows to scroll to the entry.

To view an image pasted to an address entry

Tap an image on the Address View screen. The image is displayed across the

whole screen. To return the Address View screen, tap the image again.

To view the next page of the Address View screen

Rotate the Jog Dial navigator. The next or previous page within the data is

displayed.

Chapter2 Using Basic applications 50

Managing addresses and phone numbers (Address Book)

Viewing addresses by category

Press the Jog Dial navigator when the address list is displayed but

none of the listed entries are selected.

Each time you press the Jog Dial navigator, the display toggles through all

the available categories.

To select category from the categories list

Tap the arrow V at the upper right corner of the screen to display the

category list. You can select the desired category from the list.

Chapter2 Using Basic applications 51

Managing addresses and phone numbers (Address Book)

Sorting the address entries in the list

You can sort the address entries in your desired order: listing by last and

then first name, or listing by company and then last name. The address

entries will be displayed in the selected order when you start Address Book.

Any changes in the address order, however, do not affect the original

address entries.

1Press the Address Book button on the front panel.

The Address screen is displayed, listing your current entries.

2Tap the Menu icon.

Address Book menu is displayed.

3Tap Options, and then tap Preferences.

The Address Book Preferences dialog box appears.

4Tap the desired order of the address entries in the List By

field.

Select the desired order that the address entries are to be listed when

Address Book starts.

5Tap OK.

The address entries are sorted in the selected order.

Notes

•When you tap Last Name, First Name, the address entries are sorted in

alphabetical order of an individual’s last name and then first name.

•When you tap Company, Last Name, the address entries are sorted in

alphabetical order of the company name, and then an individual’s last name.

Chapter2 Using Basic applications 52

Managing addresses and phone numbers (Address Book)

Looking up an address entry

The Look Up feature helps you to quickly scroll to any of your address

entries.

1On the Address Book list screen, enter the first letter of the

entry you want to find.

The list scrolls to the first entry that begins with that letter. If you write

another letter, the list scrolls to the first entry that starts with those two

letters.

For example, writing an “s” scrolls to “Sands,” and writing “sm” scrolls

further to “Smith.” If you sort the list by company name, the Look Up

feature scrolls to the first letter of the company name.

2Tap the entry you want to view or press the Jog Dial

navigator.

The entry you selected is shown.

Chapter2 Using Basic applications 53

Managing addresses and phone numbers (Address Book)

Editing Address Book entries

Pasting an image to an address entry

You can paste an image to the address entry. Paste a photograph of a person

or restaurant, for example, as a reminder of an address entry.

To paste an image, install the PictureGear™ Pocket software onto your CLIÉ

handheld. For installation, see “Installing add-on applications onto your

Sony CLIÉ Handheld or Memory Stick media” in the Read This First

manual.

1Tap the address entry to which you want to paste an image in

the address list.

The Address View screen of the selected address record appears.

2Tap Edit.

The Address Edit screen appears.

3Tap No Image in the upper right of the screen.

The PG Pocket screen appears.

Tap No Image.

Continued on next page

Chapter2 Using Basic applications 54

Managing addresses and phone numbers (Address Book)

4Tap the image you want to paste.

The image you selected is pasted to the address entry.

5Tap Done.

The Address screen is displayed again.

A camera icon is attached to the entry that has the pasted image.

Note

If you use the Palm Desktop for CLIÉ software to change the category of the

address entry that has a pasted image, the image will no longer be associated with

the address entry after the next HotSync operation. To edit an address entry with a

pasted image, use the Address Book application in your CLIÉ handheld.

To change the image

Tap the image and then select another image in the “Select an image” screen.

To remove the image

Tap the image and then tap No image in the “Select an image” screen.

A camera icon

Chapter2 Using Basic applications 55

Managing addresses and phone numbers (Address Book)

Modifying an address entry

You can modify part of the address entry.

1On the Address Book list screen, tap the entry you want to

modify.

The Address View screen of the selected entry appears.

2Tap Edit.

The Address Edit screen appears.

3Tap the field that you want to edit.

You can edit the tapped field.

4Edit the entry.

5When modification is complete, tap Done.

The Address screen is displayed again.

To select types of phone numbers

You can select the types of phone numbers or e-mail addresses that you

associate with an Address Book entry. Any changes you make apply only to

the current entry. To select other types of phone numbers in an entry, tap the

arrow V and select the desired label from the drop-down list.

Chapter2 Using Basic applications 56

Managing addresses and phone numbers (Address Book)

Duplicating an address entry

You can copy existing address entries you have created. This feature is

useful when you use the address of one person or edit part of the address for

another person.

1On the Address Book list screen, tap the entry you want to

copy.

The Address View screen of the selected record appears.

2Tap the Menu icon.

The Address Book menu is displayed.

3Tap Duplicate Address from the Record menu.

The entry you selected in step 2 is copied.

The word “Copy” is added to the end of the name field of the copied

information.

4Tap Done.

The Address screen is displayed again.

Note

The pasted image is not duplicated.

Chapter2 Using Basic applications 58

Managing addresses and phone numbers (Address Book)

Changing the address entry details

You can change the type of information that appears in the address list

screen, categorize an entry, and hide an entry for security reasons. You can

also delete entries.

On the Address Book list screen, tap the entry you want to change.

The Address View appears.

2Tap Edit.

The Address Edit screen appears.

3Tap Details.

The Address Entry Details dialog box appears.

4Change desired settings.

Show in List: Select which type of entries or other information appears in

the Address list screen. Tap the arrow V and select from Work, Home,

Fax, Other, or E-mail.

Category: Assign the entry to a category.

Private: Select the Private check box to hide the current entry when

Security is turned on. For details on Security, see “Protecting your data

(Security)” on page 100.

5Tap OK.

The address entry details are saved.

Chapter2 Using Basic applications 60

Managing addresses and phone numbers (Address Book)

Options menus

Font

You can select a desired font in the Select Font dialog box .

Preferences Remember last category: Determines how Address

Book appears when you return to it from another

application. If you select this check box, Address Book

shows the last category you selected. If you clear it,

Address Book displays the All category.

Rename Custom Fields These custom fields appear at the end of the Address Edit

screen. Rename them to identify the kind of information

you enter in them. The names you give the custom fields

appear in all entries.

Security Hides the current record unless the password is entered.

You can select the view option among Show Records,

Mask Records, or Hide Records.

About Address Book Shows the version information for Address Book.

Chapter2 Using basic applications 61

Managing tasks and things to do

(To Do List)

A To Do List is a reminder of some task you have to complete. A record in

To Do List is called an “item.”

Note

If the HOLD switch is in the protect position, you cannot operate your CLIÉ handheld.

Creating To Do List items

1Press the To Do List button on the front panel.

To Do List opens and displays the category of items you last viewed.

Note

Press the To Do List application button repeatedly to cycle through the categories

in which you have items.

2Tap New.

A new To Do item is added to To Do List.

3Enter the text of the To Do item.

You can enter multiple lines of text.

4Tap anywhere onscreen to deselect the To Do List item.

The item is deselected and the new item is recorded to To Do List.

Tips

•If no To Do List item is currently selected, writing in the Graffiti writing area

automatically creates a new item.

•To display text that does not fit on the screen, tap the text line.

Chapter2 Using basic applications 62

Managing tasks and things to do (To Do List)

Viewing To Do List items

You can check the items you recorded in To Do List.

1Press the To Do List button on the front panel.

The To Do screen appears.

2Rotate the Jog Dial™ navigator to select the To Do List item

that contains the note you want to view.

3Press the Jog Dial navigator.

The notes of the selected item are displayed. If the item does not fit on the

screen, rotate the Jog Dial navigator to scroll the screen.

4Press the Jog Dial navigator.

The To Do List box reappears.

Viewing To Do List items by category

Press the Jog Dial navigator when To Do List is displayed but no

To Do item is selected.

Each time you press the Jog Dial navigator, the display toggles through all

the available categories.

To select the desired category from the categories list

Tap the arrow V at the upper right corner of the screen to display the

category list. You can select the desired category from the list.

Chapter2 Using basic applications 63

Managing tasks and things to do (To Do List)

Checking off a To Do List item

You can check off a To Do List item to remind you that you’ve completed it.

You can set To Do List to record the date that you completed the To Do item,

and you can choose to show or hide completed items. For details, see

“Changing the appearance of To Do List” on page 67.

1Press the To Do List button on the front panel.

The To Do screen appears.

2Tap to select the check box on the left side of the item.

The check box changes to .

Chapter2 Using basic applications 64

Managing tasks and things to do (To Do List)

Working with To Do List

Setting the priority of an item

The priority setting for items lets you arrange the tasks in your To Do List

according to their importance or urgency. The default setting for To Do List

is to arrange items by priority and due date, with priority 1 items at the top.

If you have a number of items in your list, changing an item’s priority

setting may move its position in the list.

On the To Do List screen, tap the Priority number on the left side of the item

and then tap the desired Priority number.

You can select the Priority numbers 1 through 5, with 1 being the most

important.

Tip

You can also set the priority from the To Do Item Details dialog box.

Chapter2 Using basic applications 65

Managing tasks and things to do (To Do List)

Setting the due date for an item

You can associate a due date with any To Do List item. You can also sort the

items that appear in the list based on their due date.

1On the To Do List screen, tap the text of the item whose due

date you want to set.

2Tap Details.

3Tap the arrow V next to Due Date and then tap a desired due

date from the drop-down list.

You can select one of the following options:

•Today: Assigns the current date.

•Tomorrow: Assigns the next day’s date.

•One week later: Assigns the date exactly one week from the current

date.

•No Date: Assigns no due date.

•Choose Date: Opens the Due Date screen, where you can choose any

date from the calendar.

4Tap OK.

Tip

If you turn on the Show Due Dates option in the To Do Preferences dialog box, you can

tap directly on the due date in To Do List to select a desired due date.

Chapter2 Using basic applications 66

Managing tasks and things to do (To Do List)

Deleting an item

You can delete items from To Do List.

1On the To Do List screen, tap the item you want to delete.

2Tap Details.

The To Do Item Details dialog box appears.

3Tap Delete.

The Delete To Do dialog box appears.

4Tap OK to delete the item.

The selected event is deleted. To cancel deletion, tap Cancel.

Tip

If you check the “Save archive copy on PC” check box, the deleted item will be

saved onto the Palm Desktop for CLIÉ software on your computer during the next

HotSync® operation.

Chapter2 Using basic applications 67

Managing tasks and things to do (To Do List)

Changing the appearance of To Do List

The To Do Preferences dialog box enables you to control the appearance of

To Do List.

1On the To Do List screen, tap Show.

The To Do Preferences dialog box appears.

2Change the To Do Preferences settings.

You can choose any of the following settings:

•Show Completed Items: Displays your completed items in To Do

List. If you turn off this setting, your To Do items disappear from the

list when you complete (check) them.

•Show Only Due Items: Shows only the items that are currently due,

past due, or have no due date specified. When this setting is active,

items that are not yet due do not appear in the list until their due date.

•Record Completion Date: Replaces the due date with the actual date

when you complete (check) the item. If you do not assign a due date

to an item, the completion date still records when you complete the

item.

•Show Due Dates: Displays the due dates associated with items in To

Do List and displays an exclamation mark next to items that remain

incomplete after the due date passes.

•Show Priorities: Shows the priority setting for each item.

•Show Categories: Shows the category for each item.

3Tap OK.

Chapter2 Using basic applications 68

Managing tasks and things to do (To Do List)

Using the To Do List menus

This section explains the menu commands specific to To Do List. For the Edit

menu, see “Using the Edit menu” on page 108.

Record menus

Delete Item Deletes the current To Do item. The Delete To Do dialog

box appears.

Attach Note Adds comments to the current To Do item. Choosing this

menu item opens up a screen for entering comments.

Delete Note

Deletes comments from the current To Do item. Choosing

this menu item opens up the Delete Note dialog box.

Purge Allows you to delete any completed items from To Do

List. Run this command to save memory if you find too

many recorded To Do items in your CLIÉ handheld.

Note

By default, the items that you purge will be saved onto

the Palm Desktop for CLIÉ software on your computer

during the next HotSync operation. To delete the items

completely, deselect the check box ( ) for “Save archive

copy on PC” in the Purge dialog box.

Beam Item Sends the current To Do item to another CLIÉ handheld

via the infrared communications port.

Beam Category Sends all the To Do items in the currently selected

category to another CLIÉ handheld via the infrared

communications port.

Options menus

Font

You can select a desired font in the Select Font dialog box.

Phone Lookup The Phone Number Lookup screen appears. If there is an

Address Book entry, you can look up the phone number

of the selected item.

Security Hides the current item unless the password is entered.

You can select the view option among Show Records,

Mask Records, or Hide Records.

About To Do List Shows the version information for To Do List.

Chapter2 Using basic applications 69

Creating memos (Memo Pad)

You can use Memo Pad to make brief memos on your CLIÉ handheld. You

can also display TXT or CSV (Comma Separated Value) document files

created on your computer (page 134). A record in Memo Pad is called a

“memo.”

Note

If the HOLD switch is in the protect position, you cannot operate your CLIÉ handheld.

Creating a new memo

A memo can contain up to 4,000 characters. The number of memos you can

store is limited only by the memory available on your CLIÉ handheld.

1Press the Memo Pad button on the front panel.

Memo Pad starts up. Memo Pad opens to display the last Memo Pad

screen that you viewed.

Tip

Press the Memo Pad button repeatedly to cycle through the categories in which

you have memos.

2Tap New.

A new memo is created.

Continued on next page

Chapter2 Using basic applications 70

Creating memos (Memo Pad)

3Enter the text you want to appear in the memo.

To move down to a new line, tap the Enter key when using the software

keyboard or write when using Graffiti writing.

4Tap Done or press the BACK button when you finish.

The first line of the memo is displayed.

Tips

•You can also create a new memo by beginning your memo in the Graffiti writing area

on the Memo screen. The first letter is automatically capitalized and begins your new

memo.

•While entering text, the text may overlap the Done or Details buttons. After you

finish entering the text, the overlap disappears.

Chapter2 Using basic applications 71

Creating memos (Memo Pad)

Reviewing memos

The first line of a memo appears in the Memo List. This makes it easy to

locate and review your memos.

1Press the Memo Pad button on the front panel.

Memo Pad starts and the Memo List is displayed.

2Rotate the Jog Dial™ navigator to select the memo you want

to view.

If the desired memo is not displayed, rotate the Jog Dial navigator further

to scroll up or down the memo list.

3Press the Jog Dial navigator.

The content of the selected memo is displayed. If the memo text does not

fit on the screen, rotate the Jog Dial navigator to scroll the screen.

4Press the Jog Dial navigator.

The Memo list is displayed again.

Chapter2 Using basic applications 72

Creating memos (Memo Pad)

Viewing memos by category

Press the Jog Dial navigator when the memo list is displayed but

no memo is selected.

Each time you press the Jog Dial navigator, the display toggles through all

the available categories.

Selecting the desired category from the categories list

Tap the arrow V at the upper right corner of the screen to display the

category list. You can select the desired category from the list.

Sorting memos

You can change the order in which Memo Pad shows your memos.

1Press the Memo Pad button on the front panel.

Memo Pad starts and the Memo list is displayed.

2Tap the Menu icon.

A menu of commands appears.

3Tap Options, and then tap Preferences.

The Memo Preferences dialog box appears.

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Chapter2 Using basic applications 73

Creating memos (Memo Pad)

4Tap the desired order of the memos in the Sort by field.

•Manual: Sorts the memos manually.

•Alphabetic: Sorts the memos in numerical and then alphabetical

order.

5Tap OK.

To sort the memos manually

In step 4, select Manual to activate manual sorting.

Tap the memo you want to move in the Memo screen and drag it into the

desired location. The memo is placed where you released the stylus.

The memos are renumbered accordingly.

Chapter2 Using basic applications 74

Creating memos (Memo Pad)

Editing memos

Deleting a memo

You can delete an unnecessary memo from Memo Pad.

1On the Memo Pad screen, tap the memo you want to delete.

The contents of the memo you tapped appears.

2Tap Details.

The Memo Details dialog box appears.

3Tap Delete.

The Delete Memo dialog box appears.

4Tap OK to delete the memo.

The selected record is deleted. To cancel deletion, tap Cancel.

Tip

If you select the “Save archive copy on PC” check box, the deleted memo will be

saved onto the Palm Desktop for CLIÉ software on your computer during the next

HotSync® operation.

Chapter2 Using basic applications 75

Creating memos (Memo Pad)

Categorizing a memo

You can categorize your memo. In step 2 of “Deleting a memo,” tap the

arrow V next to Category to display the list of available categories and then

tap the desired category for the memo.

Making a memo private

You can hide a memo that you mark as private. If you define a password for

your CLIÉ handheld, you must enter it to display private records.

1On the Memo Pad screen, tap the memo you want to mark as

private.

2Tap Details.

The Memo Details dialog box appears.

3Tap and select the Private check box.

4Tap OK.

The memo is marked as private. For details on hiding or masking private

events, see “Protecting your data (Security)” on page 100.

Chapter2 Using basic applications 76

Creating memos (Memo Pad)

Using the Memo Pad menus

This section explains the menu commands specific to Memo Pad. For the

Edit menu, see “Using the Edit menu” on page 108. The Record and Options

menus differ depending on the screen displayed.

Record menus

Beam Category Sends all the memos in the currently selected category to

another CLIÉ handheld via the infrared communications

port.

New Memo Creates a new memo.

Delete Memo Deletes the current memo. The Delete Memo dialog box

appears.

Note

By default, the memos that you delete will be saved onto

the Palm Desktop for CLIÉ software on your computer

during the next HotSync operation. To delete the memos

completely, deselect the check box ( ) for “Save archive

copy on PC” in the Delete Memo dialog box.

Beam Memo Sends the current memo to another CLIÉ handheld via

the infrared communications port.

The Options menus

Font You can select a desired font in the Select Font dialog

box.

Phone Lookup Phone Number Lookup screen appears. If there is an

Address Book entry, you can look up the phone number

of the selected memo.

Preferences Specifies how the memos are displayed. The Memo

Preferences screen appears.

Security Hides the current memo unless the password is entered.

You can select the view option among Show Records,

Mask Records, or Hide Records.

About Memo Pad Shows the version information for Memo Pad.

Chapter2 Using basic applications 77

Managing expenses (Expense)

You can use Expense for many disbursement purposes such as recording

expenditures for business trips and personal expenses. A record in Expense

is called an “item.”

Note

If the HOLD switch is in the protect position, you cannot operate your CLIÉ handheld.

Recording a new Expense item

Expense allows you to record the date, Expense type, and the amount you

spent. You can sort Expense items into categories or add other information

to an item.

1Rotate the Jog Dial™ navigator to select Expense and then

press the Jog Dial navigator. Or tap the Expense icon on

the Application Launcher screen.

The Expense screen appears.

2Tap New.

New Expense item is created.

Continued on next page

Chapter2 Using basic applications 78

Managing expenses (Expense)

3Enter the amount of the expense.

4Tap –Expense Type– and select an Expense type from the

drop-down list box.

The item you entered in Step 3 is saved when you select an Expense Type.

Note

If you do not select an Expense type, the entered data will not be saved.

Tip

You can also create a new Expense item on the Expense screen by writing on the

number side of the Graffiti® writing area. The first number you write begins your new

Expense item.

Chapter2 Using basic applications 79

Managing expenses (Expense)

Editing Expense items

Changing the display option

You can change display options of Expense items.

1On the Expense screen, tap Show.

The Show Options dialog box appears.

2Select the desired display mode option.

•Sort by: Tap the arrow V next to Sort by and then select Date or Type

to sort Expense items.

•Distance: Tap the arrow V and then select Miles or Kilometers so that

you can display Mileage entries in miles or kilometers.

•Show currency: Shows or hides the currency symbol in the Expense

list.

3Tap OK.

The Expense items are sorted according the display mode option you

selected.

Chapter2 Using basic applications 81

Managing expenses (Expense)

Entering receipt details for an Expense item

You can add details to an Expense item in the Receipt Details screen.

1On the Expense screen, tap the Expense item to which you

want to assign details.

2Tap Details.

The Receipt Details dialog box appears.

3Change the Receipt Details settings.

You can choose any of the following options:

•Category: Specify the category of the Expense item. The Expense has

two sample categories named “New York” and “Paris” which may be

used to sort Expense items by the destination of the business trip. To

rename an existing category or add a new category, tap the arrow V

and choose a category from the Edit Categories drop-down list box.

•Type: Tap the arrow V and select an Expense type from the drop-

down list box.

•Payment: Tap the arrow V and select a payment method from the

drop-down list box.

•Currency: Tap the arrow V and select the currency in which you made

the payment. Expense can show a maximum of four currencies. You

can also change the currencies to be displayed.

•Vendor: Enter the name of the vendor associated with Expense.

•City: Enter the name of the payee (normally a company name) and the

name of the city where the company is located. For example, you may

specify “Rose Cafe” as the payee of a business lunch charge and

“Tokyo” as the location.

Continued on next page

Chapter2 Using basic applications 82

Managing expenses (Expense)

•Attendees: Expense opens the Attendees screen which looks like a

memo screen of Memo Pad. In this screen, you can enter the names of

attendees and purposes of expenditures. To display the address

information in Address Book, tap Address Lookup.

4Tap OK.

Creating/printing an Expense report

By performing a HotSync® operation to transfer your latest Expense data to

your computer, the Palm™ Desktop for CLIÉ software makes it easy to view

your Expense data in a Microsoft Excel spreadsheet. You can also print the

Expense report from a printer connected to your computer.

1Perform a HotSync operation to transfer the Expense data

from your CLIÉ handheld to your computer.

2Click Expense in the Palm Desktop for CLIÉ software.

Microsoft Excel opens, and the Expense Report dialog box appears.

Note

If you launch Expense from the Start menu instead of the Palm Desktop for CLIÉ

software, you must first choose your handheld user name.

3Click the expense category that you want. If you want to

define an end date for the expense report, enter the date in

the End Date box.

Tips

• You can press Ctrl+click to select multiple categories. To print the expenses

associated with all of your Expense categories, select All in the Categories group.

• If you do not specify an end date, all the expense entries for the selected

categories (up to the date of the last HotSync operation) appear.

Continued on next page

Chapter2 Using basic applications 83

Managing expenses (Expense)

4Click one of the following:

•Print: The expense report is displayed in the Print Preview window.

Click Print in the Microsoft Excel window to print your expense

report.

•Create: Your expense data is displayed in Microsoft Excel

spreadsheet form. You can enter information, make formatting

changes, and save and print the file in the normal manner.

Using expense report templates

Palm Desktop for CLIÉ software includes several expense report templates.

When you use one of these templates, you can edit your expense data in

Microsoft Excel.

To view your expense data using a Microsoft Excel template, click Options

after creating an expense report. Click the templates menu, then select an

expense template. Then, click OK.

Tip

The templates have the extension .xlt and are stored in the Template folder in the

“C:\Program Files\Sony Handheld” directory on your computer. To see what a

template looks like before you use it, open the template in Microsoft Excel.

Customizing the Currency list

You can change the currencies and symbols that appear for currencies to be

used in Expense.

To change the currency list

1On the Expense screen, tap the Expense item whose currency

type you want to change.

2Tap Details.

The Receipt Details dialog box appears.

Continued on next page

Chapter2 Using basic applications 84

Managing expenses (Expense)

3Tap the arrow V next to Currency and then tap Edit currencies

from the drop-down list.

The Select Currencies dialog box appears.

4Tap the arrow V for each Currency and then tap the country

whose currency you want to display in the Currency list.

5Tap OK to close the Select Currencies dialog box.

6Tap OK.

To change your default currency

You can change the currency displayed as the default in the Currency list.

1On the Expense screen, tap the Menu icon.

The menu is displayed.

2Tap Options and then Preferences.

The Preferences dialog box appears.

3Tap the arrow V next to Default Currency and then tap the

currency symbol you want to appear in Expense.

4Tap OK.

Chapter2 Using basic applications 85

Managing expenses (Expense)

To create a new currency symbol

If the currency you want to use is not included in the Currency list, you can

create your own custom country and currency symbol.

1On the Expense screen, tap the Menu icon.

The menu is displayed.

2Tap Options and then Custom Currencies.

The Custom Currencies dialog box appears.

3Tap one of the four country boxes.

The Currency Properties dialog box appears.

4Enter the name of the country and a currency symbol, and then

tap OK.

Tips

•To use a newly defined currency symbol as a standard currency symbol, it is

necessary to select the target currency symbol in advance in the Preferences option.

•To use a currency symbol only for a specific Expense item, select the currency symbol

in the Receipt Details dialog box of that Expense item.

Chapter2 Using basic applications 86

Managing expenses (Expense)

Using the Expense menus

This section explains the menu commands specific to Expense. For the Edit

menu, see “Using the Edit menu” on page 108.

Record menus

Delete Item Deletes the current Expense item. The Delete Expense

dialog box appears.

Note

By default, the items that you delete will be saved in

Palm Desktop for CLIÉ software on your computer at the

next HotSync operation. To delete the items completely,

deselect the check box ( ) for “Save archive copy on

PC” in the Delete Expense dialog box.

Purge Allows you to delete any category that is no longer used

from the Expense category set. Run this command to

save memory if you find too many Expense items in your

CLIÉ handheld.

Options menus

Preferences •Use automatic fill: Lets you select an Expense type by

writing the first letter of an Expense type in the Graffiti

writing area. For example, if you write the letter “T,” it

enters the “Taxi” Expense type. Writing “T” and then

“E” enters “Telephone” which is the first Expense type

beginning with the letters “TE.”

•Default Currency: Specifies the currency to be

displayed as the default currency.

Custom Currencies You can create and add a new currency if you cannot

find the currency you want to use in Expense.

About Expense Shows the version information for Expense.

Chapter2 Using basic applications 87

Using Calculator (Calc)

Calculating with Calculator

1Do either of the following to start the Calculator:

•Tap the Calculator icon.

•Rotate the Jog Dial™ navigator to select Calc and then press

the Jog Dial navigator.

•Tap the Calc icon on the Application Launcher screen.

The Calculator screen appears.

2Perform calculations using Calculator.

To use Calculator, tap the numbers and symbol icons on the screen with

the stylus.

Chapter2 Using basic applications 88

Using Calculator (Calc)

Using the Calculator buttons

Calculator has several buttons to help you perform calculations.

CE Clears the last number you entered. Use this button if

you make a mistake while entering a number in the

middle of a calculation. This button enables you to re-

enter the number without starting the calculation over.

CClears the entire calculation and enables you to begin a

new calculation.

+/–Toggles the current number between a negative and

positive value. If you want to enter a negative number,

enter the number first and then press the +/– button.

M+ Places the current number in memory. Each new number

you enter with the M+ button is added to the total stored

in memory. The number that you add can be either a

calculated value or any number you enter by pressing the

number buttons. Pressing this button has no effect on the

current calculation (or series of calculations); it merely

places the value into memory until it is recalled.

MR Recalls the stored value from memory and inserts it in

the current calculation.

MC Clears any value that is stored in the Calculator memory.

Calculates the square root of the entered number. Tap the

button after entering the number.

Using the Calculator menus

Copy, Paste Copies a number from Calculator and pastes it into

another application. Similarly, you can also paste

numeric values you copied from another application

such as Expense into Calculator.

Recent Calculations You can review the last series of calculations.

About Calculator Shows the version information for Calculator.

Chapter2 Using basic applications 89

Performing common tasks

This section explains how to perform tasks that you can do in most or all of

the basic applications.

Using the Application Launcher

This section explains how to switch between applications, how to change

application settings so they are customized to your work methods, and how

to categorize applications so you view them in related groups.

1To open the Application Launcher screen, tap the Home

icon.

Tip

In addition to providing a way for you to open applications, the Application Launcher

screen displays the current time, battery level, and application category.

Selecting applications

To open an application, choose from the following options:

•Tap the icon of the application you want to open. If you have many

applications installed on your CLIÉ handheld, tap the scroll bar to see all

the available applications.

•Rotate the Jog Dial™ navigator to select the application. Push the Jog Dial

navigator to launch the selected application.

•Press an application button , , , or on the front panel to

display the selected application immediately.

Chapter2 Using basic applications 90

Performing common tasks

To open applications in the Memory Stick media

To open an application in the Memory Stick media from the Application

Launcher screen, tap the arrow V in the upper-right corner of the

Application Launcher screen and select Card (or a category with the Card

icon). Then, tap the icon of the application you want to open.

The Card icon is displayed only when a Memory Stick media is inserted

in the CLIÉ handheld.

Note

There are some restrictions when opening an application copied (not installed using

MS Gate) onto the CLIÉ handheld from the Memory Stick media. For details, see page

163.

Categorizing applications

The category feature enables you to manage the number of application icons

that appear in the Application Launcher screen. You can assign an application

to a category and then display a single category or all your applications.

To categorize an application

1Tap the Home icon.

2Tap the Menu icon.

3Tap Category from the App menu.

The Category screen appears.

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Chapter2 Using basic applications 91

Performing common tasks

4Tap the arrow V next to each application to select a category

from the drop-down list.

Tip

To create a new category for an application, tap Edit Categories from the drop-

down list. Tap New, enter the category name, and then tap OK to add the category.

Tap OK again.

5Tap Done.

To display applications by category

1Tap the Home icon.

2Do one of the following:

•Tap the Home icon repeatedly to cycle through all the categories.

•Tap the arrow V in the upper right corner of the screen and then tap the desired

category from the drop-down categories list.

•Push the Jog Dial navigator repeatedly while no applications are highlighted.

Changing the Application Launcher display

By default, the Application Launcher displays each application as an icon.

As an alternative, you can display applications in a list format.

You can also choose to view the same category of applications each time you

open the Application Launcher screen.

To change the view of applications

1Tap the Home icon.

2Tap the Menu icon.

The menu is displayed.

3Tap Options, and then tap Preferences.

The Preferences screen is displayed.

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Chapter2 Using basic applications 92

Performing common tasks

4Tap the arrow V next to View By and then tap List.

5Tap OK.

The applications are displayed in a list.

To open the Application Launcher screen to the last-opened category

or the last-used application

1Tap the Home icon.

2Tap the Menu icon.

The menu is displayed.

3Tap Options, and then tap Preferences.

The Preferences screen is displayed.

4Tap the Remember Last Category check box to select it or the

Remember Last Used App to select it.

5Tap OK.

Note

Only application started from the Application Launcher screen will be remembered as

the last-used application.

To display the Pop-up application menu with the Jog Dial navigator

In step 4, tap the arrow V next to Jog Select and then tap PopUp.

Chapter2 Using basic applications 93

Performing common tasks

Categorizing records

You can categorize records in Address Book, To Do List, Memo Pad, and

Expense applications for easy retrieval. (Date Book does not have

categories.) When you create a record, it is automatically assigned to the

currently displayed category. For example, if the All category is displayed,

the record is assigned to the Unfiled category. A record can remain unfiled

or it can be assigned to a category at any time.

System-defined and user-defined categories

By default, your CLIÉ handheld includes system-defined categories, such as

All and Unfiled, and user-defined categories, such as Business and Personal.

You cannot modify the system-defined categories, but you can rename or

delete the user-defined categories. In addition, you can create your own

user-defined categories. You can have a maximum of 15 user-defined

categories in each application.

Tips

•Address Book contains the QuickList user-defined category, in which you can store

the names, addresses, and phone numbers of which you might need in emergencies

(doctors, fire department, lawyers, etc.).

•Expense contains two user-defined categories, New York and Paris, to show how you

might sort your expenses according to different business trips.

Chapter2 Using basic applications 94

Performing common tasks

Moving a record into a category

1Tap the record that you want to categorize.

2Address Book only: Tap Edit.

The Address Edit screen appears.

3Tap Details.

4Tap the arrow V next to Category to display the list of

available categories.

5Tap the desired category for the item.

6Tap OK.

Displaying the category of records

1Tap the arrow V at the upper right corner of the screen.

A list of available categories appears.

2Tap the category you want to view.

The list screen now displays only the records assigned to that category.

Chapter2 Using basic applications 98

Performing common tasks

Using the Phone Lookup option

The Phone Lookup option lets you find a telephone number from the

Address list screen and lets you add the information that appears in this list

to a record. For example, you can add a telephone number from the Address

list to an entry in Memo Pad.

1Display the record in which you want to insert a phone

number.

The record can be in Date Book, To Do List, or Memo Pad.

2Tap the Menu icon.

The menu of the application appears.

3Tap Options and then Phone Lookup.

The Phone Number Lookup screen appears.

4Tap the phone number you want to add.

Tip

To quickly find a phone number, enter the first few letters of the name you want to

find in the Look Up field in the lower screen.

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Chapter2 Using basic applications 100

Performing common tasks

Protecting your data (Security)

Your CLIÉ handheld includes a Security application that allows you to

protect your data from unauthorized users.

In Security, you can do the following:

•Lock and turn off your CLIÉ handheld so that it does not operate until you

enter the correct password.

•Set the CLIÉ handheld to automatically lock at/after a preset time, or

whenever you turn it off.

•Mask all records that you mark as private so the information appears

greyed out.

•Hide all records that you mark as private so they do not appear on any

screen.

You can mask or hide private records with or without a password. Without

a password, private records are hidden or masked until you set the Security

application to show them. With a password, you must enter the password to

view the private records.

Assigning a password

You can assign a password to protect your private records and to lock your

CLIÉ handheld.

1Rotate the Jog Dial navigator to select Security and then

press the Jog Dial navigator. Or tap the Security icon on

the Application Launcher screen.

The Security screen appears.

Continued on next page

Chapter2 Using basic applications 101

Performing common tasks

2Tap Unassigned.

The Password dialog box appears.

3Enter a password and a hint to remember it, then tap OK.

The dialog box for verifying the password appears.

4Enter the same password again to verify it and then tap OK.

Your password is assigned. In Password, “-Assigned-” is displayed.

To lock your CLIÉ handheld with this password, see page 103.

Changing or deleting a password

1Rotate the Jog Dial navigator to select Security and press the

Jog Dial navigator. Or tap the Security icon on the

Application Launcher screen.

The Security screen appears.

2Tap -Assigned-.

The Password dialog box appears.

3Enter the current password and then tap OK.

The dialog box used to enter a new password appears.

Continued on next page

Chapter2 Using basic applications 102

Performing common tasks

4•To change the password, enter a new password and then

tap OK.

•To delete the password, tap Unassign.

If you forget your password

If you forget your password, you can delete it. Note, however, that deleting

a forgotten password also deletes all entries and records marked as Private.

(If you synchronize with your computer before deleting a forgotten

password, you can restore your private records at the next HotSync®

operation.)

1Tap Lost Password in step 3.

The Delete Password dialog box appears.

2Tap Yes.

Your password and private records are deleted.

Chapter2 Using basic applications 103

Performing common tasks

Locking your CLIÉ handheld with a password

You can lock your CLIÉ handheld so that you have to enter your password

to operate it.

Note

If you lock your CLIÉ handheld, you must enter the exact password to restart your CLIÉ

handheld. If you forget the password, you must perform a hard reset to resume using your

CLIÉ handheld. Performing a hard reset deletes all the records in your CLIÉ handheld;

however, you can restore all synchronized data at the next HotSync® operation.

1Perform a HotSync operation to synchronize the data

between your CLIÉ handheld and your computer.

See “Chapter 3: Exchanging and updating data using a HotSync®

operation” for more information.

2Assign a password and a hint to remember it.

Follow the steps described in “Assigning a password.”

3Rotate the Jog Dial navigator to select Security and press the

Jog Dial navigator. Or tap the Security icon on the

Application Launcher screen.

The Security screen appears.

4Tap Lock & Turn Off.

The System Lockout dialog box appears.

Continued on next page

Chapter2 Using basic applications 104

Performing common tasks

5Tap Off & Lock.

Your CLIÉ handheld is turned off and locked.

To start your CLIÉ handheld, turn it on and enter the password.

Setting your CLIÉ handheld to lock automatically

You can set your CLIÉ handheld to lock whenever you turn it off.

1Back up your data and assign a password.

Follow the steps described in “

Assigning a password

.”

2Tap Never.

The Password screen appears.

3Enter your password, and then tap OK.

The Lock Handheld screen appears.

4Tap your choice from the list.

•Never: Your CLIÉ handheld will not lock automatically. To lock it

manually, you must tap Lock & Turn Off in the Security screen.

•On power off: Your CLIÉ handheld will lock when it is turned off.

•At a preset time: The Set Time dialog box appears. Set a time so your

CLIÉ handheld will lock at that preset time.

•After a preset delay: Set your CLIÉ handheld to lock if inactive for a

preset time. Enter the time, and tap the arrow V next to it to select

minute(s) or hour(s).

5Tap OK.

Chapter2 Using basic applications 106

Performing common tasks

Attaching notes

In all basic applications except Memo Pad, you can attach a note to a record. A

note can be up to several thousand characters long. For example, for an

appointment in Date Book, you can attach a note with directions to a location.

1Tap the record to which you want to add a note.

2Address Book only: Tap Edit.

The Address Edit screen appears.

3Tap Details.

4Tap Note.

5Enter your note.

6Tap Done.

A small note icon appears at the right side of any item that has a note.

Tip

To display the note, tap the note icon. You can review or edit the note. To delete

the note, tap Delete and then tap Yes.

Note icon

Chapter2 Using basic applications 108

Performing common tasks

Using the Edit menu

The Edit menu is available with any screen where you enter or edit text. In

general, commands available in the Edit menu apply to the text that you

select in an application.

Selecting text in an application

1Tap the beginning of the text that you want to select.

2Drag the stylus over the text to highlight it.

Notes

•You can also double tap to select a word, or triple tap to select a line of text.

•You can also drag across the text to select additional words, or drag down to select a

group of lines.

Edit menu

To display the Edit menu, tap the Menu icon and then select Edit.

Undo Reverses the action of the last edit command. For

example, if you used Cut to remove text, Undo restores

the text you removed. Undo also reverses deletions done

by using backspace.

Cut Removes the selected text and stores it temporarily in the

memory of your CLIÉ handheld. You can paste the text

you cut into another area of the current application or

into a different application.

Copy Copies the selected text and stores it temporarily in the

memory of your CLIÉ handheld. You can paste the text

that you copy into another area of the current application

or into a different application.

Paste Inserts the text that you cut or copied at the selected

point in a record. The text you paste replaces any selected

text. If you did not previously cut or copy text, Paste does

nothing.

Select All Selects all of the text in the current record or screen. This

enables you to cut or copy all of the text and paste it

elsewhere.

Keyboard Opens the onscreen keyboard. When you finish with the

onscreen keyboard, tap Done.

Graffiti Help

Opens screens that show all the Graffiti character strokes.

Use this command any time you forget a stroke for a

character.

Chapter2 Using basic applications 109

Performing common tasks

Choosing fonts

In all basic applications except Expense, you can change the font style to

make text easier to read. You can choose a different font style for each

application.

1Open an application.

2Tap the Menu icon.

The menu is displayed.

3Tap Options, and then tap Font.

4Tap the font style you want to use.

You can select small, bold, or large font.

5Tap OK.

The text in the application is displayed in the selected font style.

Chapter 3

Exchanging and updating data

using a HotSync® operation

This chapter describes how to select HotSync® operation options and how to perform

a HotSync operation via cradle, infrared communications port, or network. Other

advanced HotSync operations include how to use file link functions and how to

import data from Windows applications.

Contents

What is a HotSync® operation? .............................................. 111

Performing a local HotSync® operation with the cradle.......... 112

Using the Palm™ Desktop for CLIÉ software.......................... 114

Starting the Palm Desktop for CLIÉ software ...................... 114

Basic operations of the Palm Desktop for CLIÉ software ..... 114

Locating the Palm Desktop for CLIÉ components ................ 115

Advanced HotSync® operations .............................................. 116

Setting the HotSync® setup options ................................... 116

Customizing HotSync application settings (Conduit) ........... 118

Conducting an IR HotSync operation .................................. 120

Conducting a HotSync operation via modem ...................... 123

Conducting a HotSync operation via a network .................. 129

Importing data from a Windows application....................... 134

Synchronizing with external data (File Link) ........................ 136

Chapter3 Exchanging and updating data using a HotSync® operation 111

What is a HotSync® operation?

A HotSync® operation is a one-step operation that allows you to

synchronize data between your CLIÉ handheld and your computer. With

just one press on the HotSync button, you can synchronize your CLIÉ

handheld application data with the Palm™ Desktop for CLIÉ software data

on your computer, back up the data of your CLIÉ handheld on your

computer, or install add-on applications.

1Synchronize the Date Book, the Address Book, the To Do List, the Memo

Pad, and the Expense data on your CLIÉ handheld and your computer.

The Palm Desktop for CLIÉ software can manage the data of multiple

CLIÉ handhelds independently.

2Back up the data stored on your CLIÉ handheld onto your computer.

Synchronization ensures that your data is always safe and up-to-date. In

case you need to perform a hard reset, a HotSync operation allows you to

restore the data.

3Import the data on your computer or install add-on applications onto

your CLIÉ handheld.

Chapter3 Exchanging and updating data using a HotSync® operation 114

Using the Palm™ Desktop for CLIÉ software

The Palm™ Desktop for CLIÉ software duplicates Date Book, Address Book,

To Do List, Expense, and Memo Pad applications on your CLIÉ handheld, so

you can view, enter, and modify data stored on your CLIÉ handheld with

your computer. You can also import data from Windows applications onto

your CLIÉ handheld.

Starting the Palm Desktop for CLIÉ software

Double-click the Palm Desktop for CLIÉ software icon on the

Windows desktop or click Start, select Programs, Sony Handheld,

and then click Palm Desktop for CLIÉ.

The Palm Desktop for CLIÉ software starts.

To quit the Palm Desktop for CLIÉ software

Click the close button in the upper right of the screen or click File, and

then Exit.

Basic operations of the Palm Desktop for CLIÉ software

Click the icon of the application that you want to use. The screen switches to

the selected application screen.

Basic operations for each application are the same as those of the

corresponding CLIÉ application. For details, see the Palm Desktop online

help. To display the online help, click Help and then Palm Desktop Help.

Chapter3 Exchanging and updating data using a HotSync® operation 117

Advanced HotSync® operations

3Click the Modem tab to display the modem settings and then

adjust the options as needed.

See “Conducting a HotSync operation via modem” on page 123 for more

information.

4If you are attached to a network, click the Network tab to

display the network settings and then adjust the options as

needed.

See “Conducting a HotSync operation via a network” on page 129 for

more information.

5Click OK.

Chapter3 Exchanging and updating data using a HotSync® operation 118

Advanced HotSync® operations

Customizing HotSync application settings (Conduit)

What is a “Conduit”?

For each application, you can define a set of options that determines how

records are handled during synchronization. These options are called a

“conduit.” By default, a HotSync operation synchronizes all files between

your CLIÉ handheld and the Palm Desktop for CLIÉ software.

In general, you should leave the settings as they are to synchronize all files.

The only reason you might want to change these settings is to overwrite data

on either your CLIÉ handheld or the Palm Desktop for CLIÉ software, or to

avoid synchronizing a particular type of file because you do not use it.

In addition to the conduits for Date Book, Address Book, To Do List, Memo

Pad, and Expense, the Palm Desktop for CLIÉ software offers System and

Install conduits. The System conduit backs up the system information stored

on your CLIÉ handheld. The Install conduit installs add-on applications to

your CLIÉ handheld.

1Click the HotSync icon in the Windows task tray (bottom-

right corner of the taskbar) and then select Custom from the

HotSync Manager menu.

Or, select Custom from the HotSync menu of the Palm Desktop for CLIÉ

software.

The Custom dialog box appears.

2Select the appropriate user name you are using on your CLIÉ

handheld from the drop-down list.

3Select an application in the Conduit list.

Continued on next page

Chapter3 Exchanging and updating data using a HotSync® operation 119

Advanced HotSync® operations

4Click Change.

The Change HotSync Action dialog box appears.

5Click the direction in which you want to write data, or click

Do nothing.

6Click OK.

7Repeat steps 2 through 6 to change conduit settings for other

applications (or users).

8Click Done.

Notes

•Any change in the HotSync setting from the default affects only the next HotSync

operation. Thereafter, the HotSync Actions revert to their default settings. To use a

new setting on an ongoing basis, check the Set as default box.

•To restore the default settings, click Default in the Custom dialog box.

Chapter3 Exchanging and updating data using a HotSync® operation 120

Advanced HotSync® operations

Conducting an IR HotSync operation

You can use the IR (infrared) port of your CLIÉ handheld to perform an IR

HotSync operation with a computer equipped with an IrDA (Infrared Data

Association) IR port. An IR HotSync operation allows you to perform a

HotSync operation without using the cradle.

Before you start performing an IR HotSync operation

Check the following:

•Your computer is equipped with an infrared port supporting the IrDA

standards.

•The infrared port of your computer is enabled for Windows use.

To enable the IR port with Windows, see the manual of the computer you

are using or the Windows online help.

•Which port number is allocated to the infrared port.

Check the infrared port number in the Infrared Monitor in the Control

Panel. For information on the Infrared Monitor, see the manual of the

computer you are using or the Windows online help.

Preparing your computer

To perform an IR HotSync operation, you have to allocate a virtual port to

an IR HotSync operation.

1Click the HotSync icon in the Windows task tray (bottom-

right corner of the taskbar) and then select Local Serial from

the shortcut menu.

2Click the HotSync icon in the Windows task tray again

and then select Setup from the shortcut menu.

The setup dialog box is displayed.

Continued on next page

Chapter3 Exchanging and updating data using a HotSync® operation 121

Advanced HotSync® operations

3Click the Local tab to change the setting for an IR HotSync

operation as needed.

•Serial Port: Specifies a virtual port for an infrared port. If you are not

sure of the connection port, see the Infrared Monitor in the Windows

Control Panel.

•Speed: Determines the speed at which data is transferred. Try the “As

Fast As Possible” rate first, and then adjust downward if you

experience problems.

4Tap OK.

Your computer is ready to perform an IR HotSync operation.

Note

When performing a local HotSync operation with the cradle after you make the

HotSync Setup settings for an IR HotSync operation, you should restore the local

HotSync settings. For details, see “To restore the local HotSync settings” on page 122.

Performing an IR HotSync operation

After you prepare your computer and your CLIÉ handheld, and then select

your Conduit Setup options, you are ready to perform an IR HotSync

operation.

1Rotate the Jog Dial™ navigator to select HotSync and then

press the Jog Dial navigator. Or tap the HotSync icon on

the Application Launcher screen.

The HotSync dialog box appears.

2Tap Local.

3Tap the arrow V beneath the icon and then select IR to a

PC/Handheld from the drop-down list.

4Point the IR port of your CLIÉ handheld directly at the IR port

of the receiving computer.

Continued on next page

Chapter3 Exchanging and updating data using a HotSync® operation 124

Advanced HotSync® operations

Preparing your computer

There are a few steps you must perform to prepare your computer for a

modem HotSync operation. Be sure to perform these steps before you leave

your office or home so that your computer is ready to receive a call from

your CLIÉ handheld.

1Check the following to prepare your computer for a modem

HotSync operation:

•The computer modem must be connected to your computer and both

the modem and computer are turned on.

•No communication applications, such as fax or telephony software,

are running on the COM port.

•The computer is disconnected from all online services. This helps to

avoid conflicts with the COM port.

2Click the HotSync icon in the Windows task tray (bottom-

right corner of the taskbar) and then select Modem from the

shortcut menu.

3Click the HotSync icon in the Windows task tray again

and then select Setup from the shortcut menu.

The Setup dialog box is displayed.

4Click the Modem tab.

Continued on next page

Chapter3 Exchanging and updating data using a HotSync® operation 125

Advanced HotSync® operations

5Adjust the following options as needed.

•Serial Port: Identifies the port for the modem. If you are unsure of the

port assignment, look at the Modem Properties in the Windows

Control Panel.

•Speed: Determines the speed at which data is transferred. Try the “As

Fast As Possible” rate first, and then adjust downward if you

experience problems. This setting allows the Palm Desktop for CLIÉ

software and your CLIÉ handheld to find and use the fastest speed.

•Modem: Identifies the modem type or manufacturer. Refer to your

modem manual or face plate for its type or settings. If you’re not sure

of your modem type or your modem doesn’t match any that appear in

the list, select Hayes Basic.

•Setup String: Identifies the setup string for your particular modem.

Not all modems require a setup string. Refer to your modem manual

and enter a setup string if recommended by the manufacturer.

6Click OK.

Preparing your CLIÉ handheld

Follow the procedures below to prepare your CLIÉ handheld for a modem

HotSync operation.

1Rotate the Jog Dial navigator to select HotSync and then

press the Jog Dial navigator. Or tap the HotSync icon on

the Application Launcher screen.

The HotSync dialog box appears.

2Tap Modem.

Continued on next page

Chapter3 Exchanging and updating data using a HotSync® operation 126

Advanced HotSync® operations

3Tap the arrow V beneath the icon and then select the

modem type from the drop-down list.

Select Sony CLIÉ Modem.

4Tap the Enter Phone # field.

The Phone Setup dialog box is displayed.

5When using Sony CLIÉ Modem PEGA-MD700, skip to step 6.

When using another modem or adapter, change the settings

as follows:

1Enter the telephone number used to access the modem connected to

your computer.

If needed, enter a dial prefix (such as “9”) to access an outside line,

and then tap the Dial prefix check box. You can enter a comma in the

field to introduce a “pause” in the dialing sequence. Each comma

equals a two second pause.

2If the phone line you’re using for your CLIÉ handheld has Call

Waiting, select the “Disable call waiting” check box to avoid an

interruption during the modem HotSync operation.

Continued on next page

Chapter3 Exchanging and updating data using a HotSync® operation 127

Advanced HotSync® operations

3If you want to use a calling card to place the call, select the “Use

calling card” check box and enter the calling card number.

Note

If you plan to connect to your company’s dial-in server (network modem) instead

of connecting to a computer modem, see “Conducting a HotSync operation via a

network” on page 129.

6Tap OK.

The HotSync screen is displayed again.

To select the conduits for a modem HotSync operation

The Conduit Setup dialog box on your CLIÉ handheld enables you to define

which files and/or applications synchronize during a modem HotSync

operation. You can use these settings to minimize the time required to

synchronize your data when using a modem.

To change the Conduit Setup for a modem HotSync operation:

1Rotate the Jog Dial navigator to select HotSync and then press

the Jog Dial navigator. Or tap the HotSync icon on the

Application Launcher screen.

The HotSync screen appears.

2Tap the Menu icon.

3Tap Options, and then tap Conduit Setup.

The Conduit Setup screen is displayed.

Chapter3 Exchanging and updating data using a HotSync® operation 129

Advanced HotSync® operations

Conducting a HotSync operation via a network

When you use the Network HotSync application, you can take advantage of

the LAN and WAN connectivity available in many office environments. The

Network HotSync application enables you to perform a HotSync operation

by dialing in to a network (Network Modem Sync) or by using a cradle that

is connected to any computer on your LAN or WAN (LAN Sync) (provided

that the computer connected to the cradle also has the Network HotSync

application installed, your computer is on, and the HotSync Manager is

running).

To connect to your company’s dial-in server

The Network HotSync application requires the following:

•Your computer has TCP/IP support installed.

•Both your company’s network system and its remote access server support

TCP/IP.

•You have a remote access account.

Everything you need to connect to your company’s dial-in server (network

modem) is included in the Palm Desktop for CLIÉ software and your CLIÉ

handheld. You need to activate certain features, however, on both the Palm

Desktop for CLIÉ software and your CLIÉ handheld.

Preparing your computer

1Click the HotSync icon in the Windows task tray and then

select Network from the shortcut menu.

2Click the HotSync icon in the Windows task tray again

and then select Setup from the shortcut menu.

The Setup screen is displayed.

3Click the Network tab and make sure your user name has a

check mark next to it. If the check mark is not there, click the

check box next to your user name.

4Click OK.

Continued on next page

Chapter3 Exchanging and updating data using a HotSync® operation 130

Advanced HotSync® operations

5Place your CLIÉ handheld on the cradle and then press the

HotSync button on the front panel of the cradle.

The HotSync operation starts. This HotSync operation records the

network information about your computer onto your CLIÉ handheld.

6Check if your computer‘s network information (Primary PC

name and Primary PC address) is entered in your CLIÉ

handheld:

1Rotate the Jog Dial navigator to select HotSync and then press the

Jog Dial navigator. Or tap the HotSync icon on the Application

Launcher screen.

The HotSync screen appears.

2Tap the Menu icon.

3Tap Primary PC Setup from the Options menu.

The Primary PC Setup screen is displayed.

4On your computer, click the HotSync icon in the Windows task

tray and then select Setup from the shortcut menu.

5Click the Network tab, then click TCP/IP Settings to open the TCP/

IP Settings screen.

6Confirm that the Primary PC name and Primary PC address on both

screens displayed in step 3 and 5 match. If they do not, change

the Primary PC name and Primary PC address entered in your CLIÉ

handheld, then tap OK.

7On your computer, tap OK to close the TCP/IP Settings screen and

the Setup screen.

Preparing your CLIÉ handheld and performing a network HotSync

operation

When dialing into a network (Network Modem Sync)

1Rotate the Jog Dial navigator to select HotSync and then

press the Jog Dial navigator. Or tap the HotSync icon on

the Application Launcher screen.

The HotSync screen appears.

2Tap the Menu icon.

Continued on next page

Chapter3 Exchanging and updating data using a HotSync® operation 133

Advanced HotSync® operations

4Tap LANSync.

5Tap OK.

The HotSync screen appears again.

6 Tap the Menu icon.

7 Tap Conduit Setup from the Options menu.

Follow the instructions in “To select the conduits for a modem HotSync

operation ” on page 127.

8 Perform a local HotSync operation.

Follow the instructions in “Performing a local HotSync operation with the

cradle” on page 112.

Chapter3 Exchanging and updating data using a HotSync® operation 134

Advanced HotSync® operations

Importing data from a Windows application

If you have data stored in Windows computer applications such as

spreadsheets and databases, you can transfer that data to your CLIÉ

handheld.

Importable file formats

Save data in one of the file formats listed below, import it into the Palm

Desktop for CLIÉ software, and then perform a HotSync operation to

transfer the data to your CLIÉ handheld.

The Palm Desktop for CLIÉ software can import data in the following file

formats:

•Comma delimited (*.csv, *.txt): Address Book and Memo Pad only

•Tab separated values (*.tab, *.tsv, *.txt): Address Book and Memo Pad only

•vCard File (*.vcf): Address Book only

•CSV (Lotus Organizer 2.x/97 Mapping): Address Book only

•Text (*.txt): Memo Pad only

•Date Book archive (*.dba)

•vCal File (*.vcs): Date Book only

•Address Book archive (*.aba)

•To Do archive (*.tda)

•Memo Pad archive (*.mpa)

Archive formats can only be used with the Palm Desktop for CLIÉ software.

Use the archive file formats to share information with other people who use

a Palm OS® platform handheld or to create a copy of your Palm Desktop for

CLIÉ software information.

Chapter3 Exchanging and updating data using a HotSync® operation 135

Advanced HotSync® operations

Importing data

1Start the Palm Desktop for CLIÉ software.

2Click the application into which you want to import data.

3If you are importing records that contain a field with

category names, select All in the Category box.

Be sure that the same categories that appear in the imported file also exist

in the application. If the categories do not exist, create them now;

otherwise, the records will be imported into the Unfiled category.

4Click Import from the File menu.

The Import dialog box is displayed.

5Select the file you want to import.

6Click Open.

7To import data into the correct Palm Desktop for CLIÉ fields,

drag the fields in the left-hand column so that they become

side-by-side to the corresponding imported fields on the

right.

8Clear the check box for the field that you do not want to

import.

9Click OK.

The imported data is highlighted in the application.

To add the imported data to your CLIÉ handheld, perform a

HotSync operation.

See the Palm Desktop for CLIÉ online Help for more information on

importing and exporting data.

Chapter3 Exchanging and updating data using a HotSync® operation 136

Advanced HotSync® operations

Synchronizing with external data (File Link)

The File Link feature allows you to import Address Book and Memo Pad

information onto your CLIÉ handheld from a separate external file such as a

company phone list. HotSync Manager stores the data in a separate category

on your Palm Desktop for CLIÉ software and your CLIÉ handheld. You can

set the File Link feature to check for changes to the external file when you

perform a HotSync operation.

With File Link, you can import data stored in any of the following file

formats:

•Comma-delimited (*.csv)

•Palm Desktop for CLIÉ software’s Memo Pad archive (*.mpa)

•Palm Desktop for CLIÉ software’s Address Book archive (*.aba)

•Text (*.txt)

For information on how to set up File Link, see the Desktop for CLIÉ online

help.

Chapter4 Communicating using your Sony CLIÉ Handheld 138

IR Port

Beaming between your Sony CLIÉ Handheld

and another Palm OS® PDA

What you can do with beaming

Your CLIÉ handheld is equipped with an IR (infrared) port that you can use

to beam information to another Palm OS® PDA device that’s close by and

also has an IR port. The IR port is located at the top of your CLIÉ handheld,

behind the small dark shield.

You can beam the following information between your CLIÉ handheld and

another Palm OS PDA:

•The record currently displayed in Address Book, Date Book, To Do List, or

Memo Pad.

•All records of the category currently displayed in Address Book, Date

Book, To Do List, or Memo Pad.

•A special Address Book entry that you designate as your business card.

•An application installed in RAM memory.

Note

Some applications are protected and cannot be beamed, as indicated by a lock icon

to the side of applications.

Chapter4 Communicating using your Sony CLIÉ Handheld 141

Using Memory Stick® media

What is Memory Stick® media?

Memory Stick® media is a new compact, portable and versatile Integrated

Circuit recording medium with a data capacity that exceeds a floppy disk.

Memory Stick media is specially designed for exchanging and sharing

digital data among Memory Stick media compatible products such as a

digital video camera. Because it is removable, Memory Stick media can also

be used for external data storage.

Memory Stick media allows you to exchange data between your CLIÉ

handheld and your computer or a digital camera that supports Memory

Stick media. To exchange data via Memory Stick media, your CLIÉ

handheld uses the supplied Memory Stick Gate (MS Gate) software.

Types of Memory Stick media

There are two types of Memory Stick media:

•MagicGate Memory Stick media equipped with “MagicGate” copyright

protection technology. MagicGate Memory Stick media is distinguished

by the logo.

•Memory Stick media that is not equipped with “MagicGate” copyright

protection technology.

You can use both types of Memory Stick media with this CLIÉ handheld

(PEG-N760C). However, to play back OpenMG audio files, make sure to use

MagicGate Memory Stick media (color: white).

To play back MP3 files, you can use the standard Memory Stick media (color:

purple) as well as the MagicGate Memory Stick media.

Note on using MagicGate Memory Stick media

If you use MS Gate or Windows® Explorer to copy a protected file onto a MagicGate

Memory Stick media or if you handle a folder containing a protected file, the file may be

disabled. To handle the copyright-protected file, use a “MagicGate” compliant

application such as OpenMG Jukebox.

Chapter4 Communicating using your Sony CLIÉ Handheld 143

Using Memory Stick® media

Notes on using Memory Stick media

When you use Memory Stick media, follow these precautions:

•Avoid touching the terminal of Memory Stick media or contacting it with

a metal object.

•Do not drop, bend, or submit Memory Stick media to external shock.

•Do not disassemble or modify Memory Stick media.

•Avoid getting liquids on Memory Stick media.

•Avoid using or storing Memory Stick media in a location subject to:

–extremely high temperature such as the hot inside of a car, the

outdoors exposed to direct sunlight, or near a heater.

–direct sunlight –high humidity

–corrosive substances –excessive dust

–magnetic fields

•When storing and carrying Memory Stick media, keep it in its original case

to ensure protection of important data.

•Save a backup for important data.

•Avoid removing Memory Stick media from the insertion slot while data is

being written or read.

•To avoid damaging or erasing data, do not

– release Memory Stick media or unplug the AC power adapter while

formatting, or reading or writing data.

–use Memory Stick media in a location subject to static electricity or

electric noise.

•If the battery of your CLIÉ handheld is running out, an error message is

displayed and you cannot exchange data with Memory Stick media. If

this occurs, connect the AC power adapter or fully charge your CLIÉ

handheld.

•Use the MS Gate software to format Memory Stick media you use in your

CLIÉ handheld. If you format it using another application, further

operation with your CLIÉ handheld is not guaranteed.

•If you insert Memory Stick media that has been formatted by another

application, a message prompting you to format it is displayed. To use

Memory Stick media in your CLIÉ handheld, follow the instructions to

format it. Note, however, that all stored data will be erased.

Chapter4 Communicating using your Sony CLIÉ Handheld 144

Using Memory Stick® media

Protecting the data in Memory Stick media

To prevent accidental erasure of important data, you can use the write

protect tab of Memory Stick media. Slide the tab to the left or right to enable

or disable writing to Memory Stick media.

Write enable position

Slide the tab to the left to select the write enable position. You can read and

write data in the Memory Stick media.

Write protect position (LOCK)

Slide the tab to the right. You can only read the data in the Memory Stick

media. Select the write protect position when you do not want to overwrite

or delete the data in the inserted Memory Stick media.

LOCK

LOCK LOCK

Back side

Write Enable

Position

Write Protect

Position

Chapter4 Communicating using your Sony CLIÉ Handheld 145

Using Memory Stick® media

Starting an application in Memory Stick media

To open an application in the Memory Stick media from the Application

Launcher screen, tap the arrow V in the upper-right corner of the

Application Launcher screen and select Card (or a category with the Card

icon). Then, tap the icon of the application you want to open.

Note

If the application you are about to open had been installed to the Memory Stick media

through a HotSync operation, some Sony application may not start. For details, see page

163.

Starting an application automatically when Memory Stick

media is inserted

The Memory Stick Autorun (MS Autorun) allows you to start a specified

application automatically when Memory Stick media is inserted into your

CLIÉ handheld. You can select your favorite application as the auto-run

application. For example, if you like watching still images, set PictureGear™

Pocket to start automatically.

See the supplied Add-On Application Guide for details.

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Using Memory Stick® media

4Enter a new name for the inserted Memory Stick media.

5Tap Rename.

Formatting Memory Stick media

Commercially available Memory Stick media is already formatted and you

can use it as soon as you buy it. Follow the procedures below if you need to

format your Memory Stick media again:

1Rotate the Jog Dial™ navigator to select MS Gate and press

the Jog Dial navigator. Or tap the icon on the

Application Launcher screen.

MS Gate starts up.

2Tap the Menu icon.

The Menu screen appears.

3Tap Options, and then Format.

The confirmation message appears.

4Tap OK.

Formatting starts.

Continued on next page

Chapter4 Communicating using your Sony CLIÉ Handheld 150

Exchanging data via Memory Stick® media

When displaying the contents of Memory Stick media

The following icons with explanations are displayed only when you view

the contents of Memory Stick media. For the other icons, see “When

displaying the contents of your CLIÉ handheld” (page 149).

: Tap this icon to display the contents of the folder.

: Tap this icon to display upper the folder.

Tap here to display “file name” to show the file name

with PC file extensions.

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Notes on moving or copying data using MS Gate

In some cases when you move or copy a specific file using the MS Gate

software, a CLIÉ application may not function properly. Sony is not liable

for any trouble with applications or data that arises out of your deletion or

moving of a file.

Do not move or delete the following files:

•Saved Preference: Saves the final operation status or settings for various

applications.

•Unsaved Preference: Saves the settings of various applications or user

information of your CLIÉ handheld. When this file is deleted, you may not

be able to synchronize correct information.

•NetworkDB: Saves network settings. When this file is deleted, network

connection is disabled.

•AddressDB: Saves the database for Address Book.*

•DatebookDB: Saves the database for Date Book.*

•MemoDB: Saves the database for Memo Pad.*

•ExpenceDB: Saves the database for Expense.*

•MailDB: Saves the database for Mail.*

•ToDoDB: Saves the database for To Do List.*

* These database files can be copied to Memory Stick media for backup. If

you copy them back to your CLIÉ handheld, the identical files in your

CLIÉ handheld will be overwritten with the information at the time of

backup. Note that any added or edited data in your CLIÉ handheld after

the backup will be erased.

Chapter4 Communicating using your Sony CLIÉ Handheld 154

Exchanging data via Memory Stick® media

5Tap COPY.

The Copy File dialog box is displayed.

6Tap OK.

The data selected in step 4 is copied to the default folder (“/PALM/

PROGRAMS/MSFILES“) in Memory Stick media.

To copy all the data at once

Tap Select All in step 4.

To cancel the selection

•To cancel all the selections, tap Clear All.

•

To clear the selection of individual selected items only, tap them one at a time.

To change the destination folder

Tap the arrow V in the upper right corner to select MS from the drop-down

list. The contents of Memory Stick media are listed.

Tap or to select the destination folder, so that the folder display

changes and you can specify the destination folder.

You can only select a folder under the “PALM/PROGRAMS” or “PALM/

Launcher” folder. The other folders cannot be selected as destination.

Moving your CLIÉ handheld data to Memory Stick media

If your CLIÉ handheld is running out memory space, it is a good idea to

move the data from your CLIÉ handheld to Memory Stick media.

In step 5, tap Move.

The data on your CLIÉ handheld is deleted after saved on Memory Stick media.

Note

When low battery error message is displayed while you are copying or moving data in

your CLIÉ handheld to Memory Stick media, data copying or moving may fail, leaving

invalid files in Memory Stick media. If this occurs, charge your CLIÉ handheld and try

copying or moving again. When an overwrite confirm message appears, tap Yes or Yes

to all.

Chapter4 Communicating using your Sony CLIÉ Handheld 157

Exchanging data via Memory Stick® media

Moving data in Memory Stick media to your CLIÉ handheld

You can also move data from Memory Stick media to your CLIÉ handheld.

Tap MOVE in step 6.

The data in Memory Stick media is deleted after being saved in your CLIÉ

handheld.

Notes

•Some data such as those copied from Memory Stick media to your CLIÉ handheld

will not be backed up during the next HotSync operation.

•A read-only file cannot be deleted. If you attempt to move a read-only file, it will be

copied onto your CLIÉ handheld instead.

Chapter4 Communicating using your Sony CLIÉ Handheld 161

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How to read the online manual

Detailed information on MS Gate software is provided in the online manual

on the supplied CD-ROM.

To see the online manual, the Adobe Acrobat Reader® software must be

installed on your computer.

1Insert the Installation CD-ROM into your computer’s

CD-ROM drive.

The installation launcher window is displayed.

2Click Manuals.

3Double-click MSGate Manual.pdf.

The online manual appears.

If the Acrobat Reader software is not installed

1Insert the Installation CD-ROM into your computer’s

CD-ROM drive.

The installation launcher window is displayed.

2Click Exit to close the installation launcher window.

3Double-click the My computer icon on the Windows desktop.

4Right-click the CD-ROM drive icon, and then click Open from

the shortcut menu.

5Click the PC folder.

6Double-click the Acrobat folder.

7Double-click ar500enu.exe to install the Acrobat Reader onto

your computer.

Follow the instructions onscreen to finish installation.

Chapter4 Communicating using your Sony CLIÉ Handheld 163

Exchanging data via Memory Stick® media

Notes on starting applications installed from the Memory Stick media

(without using MS Gate)

Observe the following when starting applications installed to a Memory

Stick media without using MS Gate (i.e., when you installed them through a

HotSync operation or by copying from the Application Launcher screen).

•You can only start application files (files with extensions such as .prc,

.pdb). Image files and movie files that come with the application cannot be

started (played).

If you cannot start the installed file data, move the file data to the CLIÉ

handheld using MS Gate, or delete the files. If you do not use MS Gate when

installing, applications and data files are stored in the ”PALM/Launcher”

folder.

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Chapter5 Customizing your Sony CLIÉ Handheld (Preferences)

The Preferences screen enables you to customize the configuration options

on your CLIE handheld.

•Buttons

Assign different applications to the buttons on the front panel of your

CLIÉ handheld and the HotSync® button on the cradle, and reassign the

full-screen pen stroke command.

•Connection

Configure serial, modem, and infrared communication settings.

•Date & Time

Set the current date and time, the time zone of your present area, and turn

on/off the daylight saving.

•Digitizer

Calibrate the screen on your CLIÉ handheld. The same digitizer calibration

screen is displayed when you start your CLIÉ handheld for the first time.

You can recalibrate your screen after a hard reset or if your find that

“tapping” does not work as expected. For details, see “Step 2: Turning on

your Sony CLIÉ Handheld for the first time” in the Read This First manual.

•Formats

Set the country default and the formats for dates, times, calendar, and

numbers.

•General

Set the current date and time, the auto shut-off interval, the “Stay on in

Cradle” feature, the Beam Receive feature, system, alarm, and game sounds.

•HiRes

Set the High Resolution Assist feature.

•Jog

Enable or disable the JogAssist feature.

•Network

Configure your CLIÉ handheld for use with a network.

•Owner

Assign your name, phone number, and other owner information.

•ShortCuts

Define a list of Graffiti® abbreviations.

•Web Clipping

Configure Internet connection and proxy server settings.

What you can do with Preferences

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What you can do with Preferences

Viewing Preference

1Rotate the Jog Dial™ navigator to select Prefs and then press

the Jog Dial navigator. Or tap the Prefs icon on the

Application Launcher screen.

The Preferences screen appears.

2Tap the arrow V in the upper right corner of the screen and

then select the Preferences screen you want to view from the

drop-down list.

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Changing the Buttons preferences

Changing the full-screen pen stroke activities

The Buttons Preferences screen enables you to change the assignment of the

full-screen pen stroke. By default, the full-screen pen stroke activates the

Graffiti® Help.

Tap Buttons from the drop-down list on the Preferences screen.

The Buttons Preferences screen is displayed.

2Tap Pen.

3Tap the arrow V and then select one of the following settings

for the full-screen pen stroke.

•Frontlight: Turns on the frontlight of your CLIÉ handheld without

using the POWER button.

•Brightness: Opens the brightness adjustment screen.

•Keyboard: Opens the onscreen keyboard for entering text.

•Graffiti Help: Opens a series of screens that show the complete

Graffiti character set.

•Turn Off & Lock: Turns off and locks your CLIÉ handheld. To lock

your CLIÉ handheld, assign a password. When locked, you need to

enter the password to use your CLIÉ handheld.

•Beam Data: Beams the current record to another Palm OS® PDA.

4Tap OK.

Drag the stylus from the

bottom of the writing area

to the top on the screen.

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Chapter5 Customizing your Sony CLIÉ Handheld (Preferences)

The Jog Preferences screen enables you to change the default Jog Dial™

navigator and BACK button functions, which are:

•Scroll the screen with the Jog Dial navigator.

•Select an item from a pop-up list with the Jog Dial navigator.

•Move back and forth between screens with the BACK button.

You can set to use the Jog Dial navigator to operate a third-party application

that is not designed to use Jog Dial navigator operations (JogAssist feature).

You can also change the BACK button function so your CLIÉ handheld turns

on or off when the BACK button is pressed/kept pressed.

Notes

•

The functions activated by the JogAssist feature differ depending on the application you use.

•In some applications with the Jog Dial navigator mark, part of functions may change

when the JogAssist feature is activated.

1Tap Jog from the drop-down list on the Preferences screen.

The Jog Preferences screen is displayed.

2To enable the JogAssist function, select Use JogAssist.

The Jog Dial navigator functions change.

3In order to set to turn on the power by pressing the BACK

button, select Power On with BACK button.

You need to keep the BACK button pressed for a several seconds to turn

on the power.

4To set to turn off the power by keeping the BACK button

pressed, select Power Off.

Display Cursor/Menu is selected by default ( ). You can display the

cursor or menu by keeping the BACK button pressed.

Changing the Jog Dial™ navigator preferences

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Chapter5 Customizing your Sony CLIÉ Handheld (Preferences)

The Formats Preferences screen enables you to set the country default, and

the display format of dates, times, and numbers on your CLIÉ handheld.

Selecting a country default

When you select the country where you use your CLIÉ handheld, the

display format of the time, date, the week start day, and numbers is

adjusted. For example, in England, time is expressed using a 24-hour clock;

in the United States, time is expressed using a 12-hour clock with an AM or

PM suffix.

All your CLIÉ applications use the Country default settings. However, you

can customize your own settings for time, date, week start day, or numbers.

1Tap Formats from the drop-down list on the Preferences

screen.

The Formats Preferences screen is displayed.

2Tap the arrow V next to “Preset to” and then select a country

name.

3Tap OK.

Setting the display format of the time, date,

and numbers (Formats)

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Selecting the time, date, and numbers formats

You can select the desired formats for the time, date, week start day, and

numbers. The selected formats apply to all your CLIÉ applications.

1On the Formats Preferences screen, tap the arrow V next to

Time and then select the desired format from the drop-down

list.

2Tap the arrow V next to Date and then select the desired

format from the drop-down list.

3Tap the arrow V next to “Week starts” and then select

whether you want the first day of the week to be Sunday or

Monday.

This setting controls the Day, Week, Month, and Agenda views in Date

Book and all other aspects of your CLIÉ handheld that display a calendar.

4Tap the arrow V next to Numbers and then select formats for

the decimal point and thousands separator.

Setting the display format of the time, date, and numbers

(Formats)

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Chapter5 Customizing your Sony CLIÉ Handheld (Preferences)

Setting the time zone and daylight saving time

Setting the time zone

1Tap Date & Time from the drop-down list on the Preferences

screen.

The Date & Time Preferences screen is displayed.

2Tap the Set Time Zone field.

The Set Time Zone screen appears.

3Select the time zone that corresponds to where you are.

4Tap OK.

Setting the daylight saving time

1Tap Date & Time from the drop-down list on the Preferences

screen.

The Date & Time Preferences screen is displayed.

2Tap the arrow V next to Daylight saving.

3Tap and select On or Off.

Setting the Date & Time preferences

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Chapter5 Customizing your Sony CLIÉ Handheld (Preferences)

Setting the General preferences

The General Preferences screen enables you to set the auto shut-off interval

and sounds for your CLIÉ handheld.

Setting the automatic shut-off time

Your CLIÉ handheld has an automatic shut-off feature that turns off the

power after a period of inactivity. This feature helps conserve battery power

in case you forget to turn off your CLIÉ handheld. If you find that your CLIÉ

handheld shuts itself off too early or too late, you can increase or decrease

the time setting for the automatic shut-off feature.

By default, your CLIÉ handheld will turn off after two minutes of inactivity

and will be on as long as it is connected to the cradle.

1Tap General from the drop-down list on the Preferences

screen.

The General Preferences screen is displayed.

2Tap the arrow V next to Auto-off After and then select the

desired time setting for the automatic shut-off feature.

You can select 30 seconds, 1 minute, 2 minutes, or 3 minutes.

3If you want to leave your CLIÉ handheld turned on while it is

connected to the cradle, make sure that the check box next

to “Stay on in Cradle” is selected. To turn it off automatically,

clear the check box.

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Chapter5 Customizing your Sony CLIÉ Handheld (Preferences)

Setting sounds

Your CLIÉ handheld uses a variety of sounds. The System, Alarm, and

Game Sound settings enable you to turn the sounds on or off, and to adjust

the volume level.

1Tap General from the drop-down list on the Preferences

screen.

The General Preferences screen is displayed.

2Tap the arrow V next to System Sound and then select the

desired sound level or Off from the drop-down list.

When you turn the System Sound off, you also turn off the “chime” tones

associated with the HotSync operation.

3Tap the arrow V next to Alarm Sound and then select the

desired sound level from the drop-down list.

4Tap the arrow V next to Game Sound and then select the

desired sound level or Off from the drop-down list.

The Game Sound setting works only with the games that are

programmed to respond to this setting.

Setting the General preferences

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Chapter5 Customizing your Sony CLIÉ Handheld (Preferences)

Turning on or off the Beam Receive feature

You can choose to turn off the Beam Receive feature. This prohibits anyone

from beaming information to your CLIÉ handheld. It also results in a slight

saving of battery power. By default, the Beam Receive is set to On.

1Tap General from the drop-down list on the Preferences

screen.

The General Preferences screen is displayed.

2Tap the arrow V next to Beam Receive and then select On or

Off from the drop-down list.

•On: Enables the Beam Receive feature.

•Off: Disables the Beam Receive feature.

Setting the General preferences

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Chapter5 Customizing your Sony CLIÉ Handheld (Preferences)

Entering a user name

The User Name setting identifies the name you use when you log into your

Internet Service Provider or your dial-in server.

1On the Network Preferences screen, tap User Name field.

2Enter your user name.

Notes

•Although this field can contain multiple lines of text, only two lines appear onscreen.

•Most dial-in servers do not accept spaces in the user name.

Entering a password

The Password box identifies the password you use to log into your server or

ISP. Your entry in this field determines whether your CLIÉ handheld

prompts you to enter a password each time you log into your network:

•If you do not enter a password, your CLIÉ handheld displays the word

“-Prompt-” in this field and asks you to enter a password during the login

procedure.

•If you enter a password, your CLIÉ handheld displays the word

“-Assigned-” in this field and does not prompt you to enter a password

during the login procedure.

Note

If you are concerned about security, select the Prompt option and do not enter a

password.

1On the Network Preferences screen, tap the Password field.

2Enter the password you use to log into your server.

3Tap OK.

The Password field updates to display the word “-Assigned-.”

Changing the Network preferences

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Chapter5 Customizing your Sony CLIÉ Handheld (Preferences)

Adding detailed information to a service template

If you are using one of the predefined service templates, you probably only

need to enter your user name and telephone number. If you are creating a

new service template, you may need to provide additional information to

your ISP or dial-in server. You use the Details dialog box to add additional

information to a selected service template.

To select a connection type

1On the Network Preferences screen, tap the service field.

2Tap Details.

The Details screen is displayed.

3Tap the arrow V next to Connection type and select one of

the following connection types.

• PPP: Point-to-Point protocol

• SLIP: Serial Line Internet Protocol

• CSLIP: Compressed Serial Line Internet Protocol

Tip

If you are not sure, try PPP; if that doesn’t work, ask your Internet Service

Provider or your System Administrator for the correct connection type.

4Tap the arrow V next to Idle timeout and select one of the

following options.

•1 minute: Waits one minute for you to open another application before

it drops the connection.

•2 minutes: Waits two minutes.

•3 minutes: Waits three minutes.

•Never: Keeps your PPP or SLIP connection until you turn off your

CLIÉ handheld (or until it times out).

Note that this option will be more costly than others.

5Tap the Query DNS check box to deselect it.

Changing the Network preferences

Continued on next page

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4Tap the arrow V next to End and select one of the following

commands. If the command requires additional information,

a field appears to the right of it for you to enter the

information.

• Wait For: Tells your CLIÉ handheld to wait for specific characters from

the TCP/IP server before executing the next command.

• Wait For Prompt: Detects a challenge-response prompt coming from

the server and then displays the dynamically generated challenge

value. You then enter the challenge value into your token card, which

in turn generates a response value for you to enter on your CLIÉ

handheld. This command takes two arguments, separated by a vertical

bar (|) on the input line.

• Send: Transmits specific characters to the TCP/IP server to which you

are connecting.

• Send CR: Transmits a carriage return or LF character to the TCP/IP

server to which you are connecting.

• Send User ID: Transmits the User ID information entered in the User ID

field of the Network Preferences screen.

• Send Password: Transmits the password entered in the Password field

of the Network Preferences screen. If you did not enter a password, this

command prompts you to enter one. The Password command is

usually followed by a Send CR command.

• Delay: Tells your CLIÉ handheld to wait a specific number of seconds

before executing the next command in the login script.

• Get IP: Reads an IP address and uses it as the IP address for your CLIÉ

handheld. This command is used with SLIP connections.

• Prompt: Opens a dialog box and prompts you to enter text of some

kind (for example, a password or a security code).

• End: Identifies the last line in the log in script.

5Repeat step 4 until the log in script is complete.

6Tap OK.

7Tap OK.

Changing the Network preferences

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Chapter6 Additional information

Backing up data of your Sony CLIÉ Handheld

Backing up CLIÉ data to a Memory Stick media using MS

Gate

MS Gate allows you to save a backup of the following application and data

of your CLIÉ handheld to Memory Stick media. (The file name after the

colon is the name displayed in MS Gate.)

■ Applications

•Plugin files: CmPl...

•PictureGear Pocket: PictureGear Pocket

•gMovie: gMovie

•Network setup data: inetSetup

■ Data

•Address Book data files: AddressDB

•Date Book data files: DatebookDB

•Memo Pad data files: MemoDB

•Expense data files: ExpenseDB

•To Do List data files: ToDoDB

•Network setup information: NetworkDB

•Other application setting data files: SavedPreferences

•User information and other preferences data files: UnsavedPreferences

For details on how to use MS Gate, see “Copying your CLIÉ handheld data

to Memory Stick media” on page 153.

Notes

•Applications may not function properly if the necessary files are not backed up.

•Do not select Graffiti® ShortCuts, Net Prefs, and sonyres files, since they cannot be

copied.

•You cannot copy data marked with a lock icon.

•You may not be able to back up full information since some data is locked or shared.

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Backing up data of your Sony CLIÉ Handheld

Restoring backup data and applications to your CLIÉ handheld

Note

When you restore (copy) backup data and applications to your CLIÉ handheld, the data

currently saved in your CLIÉ handheld will be overwritten with the backup data. Any

data created or edited after you saved the backup will be erased.

Insert Memory Stick media storing the backup data into your CLIÉ

handheld and use MS Gate to copy the data to your CLIÉ handheld. For

details, see “

Copying data in Memory Stick media to your CLIÉ handheld” on

page 155.

If an overwrite confirm message is displayed, tap Yes to all.

Notes

•If a delete or access error message is displayed while copying files, tap OK to

proceed to the next step in copying. Those files, however, will not be copied.

•Depending on the application configurations or file protection status, some

necessary files may not be copied. In such a case, an application may not function

properly.

•Some applications are not designed to be backed up. Therefore, you may not be able

to restore some applications and data. It is recommended that you re-install those

applications.

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Chapter6 Additional information

Using data of another Sony CLIÉ Handheld

Continued on next page

If you already own a Sony CLIÉ Handheld, you can use data of your old

CLIÉ handheld with your new CLIÉ handheld. You can transfer data from

your old CLIÉ handheld to your new CLIÉ handheld with either of the

following methods:

•Using Palm™ Desktop for CLIÉ to copy data: You can transfer data of

the Palm OS basic applications easily.

•Using Memory Stick® media to copy data: You can transfer all the

necessary data and settings information more securely than using the

Palm Desktop for CLIÉ software.

Note on add-on applications that you have installed

Install add-on applications using the same procedures as the previous CLIÉ handheld.

Some third-party applications may operate only on your old CLIÉ handheld.

Using the Palm Desktop for CLIÉ software to transfer data

For the Palm OS® basic applications data such as Address Book, Memo Pad,

To Do List, Date Book, you can use the Palm Desktop for CLIÉ software to

transfer data from your old CLIÉ handheld to your new CLIÉ handheld by

exporting and importing data.

Before you start, perform a HotSync® operation to the Palm Desktop for

CLIÉ software using your new CLIÉ handheld with a different user name

from that you have used with the old CLIÉ handheld.

1Start the Palm Desktop for CLIÉ software.

2Click the user name of your previous CLIÉ handheld from the

User name list in the upper right of the screen.

3Click the icon of the application whose data you want to copy

in the left panel of the screen.

4Click Export from the File menu.

5Enter the file names and click Export.

The data of your old CLIÉ handheld is exported. Change the destination

folder if necessary.

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Chapter6 Additional information

6Repeat steps 3 through 5 to export data of other

applications.

7Click the user name of your new CLIÉ handheld from the User

name list in the upper right of the screen.

If you have never performed a HotSync operation with your new CLIÉ

handheld, select Users from the Tools menu. Click New in the Users

screen and enter a new user name. Then select that new user name.

8Click Import from the File menu.

9Select the files you have exported in steps 3 through 6 and

then click Open.

Place your new CLIÉ handheld on the cradle and perform a

HotSync operation.

The data exported from your old CLIÉ handheld is copied onto your new

CLIÉ handheld.

Notes on a HotSync operation

•Do not attempt to transfer data from your old CLIÉ handheld to your new CLIÉ

handheld by performing HotSync operations with the identical user name. Doing so

may cause trouble.

•When you perform a HotSync operation with your new CLIÉ handheld and the

New User dialog box is displayed, enter a different user name from that of your old

CLIÉ handheld. If you enter the identical user name, the Palm Desktop for CLIÉ

software may not be able to recognize the difference between your CLIÉ handhelds

and the data of both handhelds may be mixed up or deleted.

•If you copy UnsavedPreference, the user name is also copied. This prevents you

from managing the two CLIÉ handhelds with different user names.

Using data of another Sony CLIÉ Handheld

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Chapter6 Additional information

Using Memory Stick media to transfer data

You can use Memory Stick media to transfer your old CLIÉ handheld to

your new CLIÉ handheld.

Notes

•Use Memory Stick media that has sufficient free memory space.

•Make sure that the write protect tab on the Memory Stick media not set to LOCK.

1Insert Memory Stick media into your old CLIÉ handheld.

2Rotate the Jog Dial™ navigator to select MS Gate and then

press the Jog Dial navigator. Or tap the MS Gate icon on

the Application Launcher screen.

MS Gate starts up. The data in your CLIÉ handheld is listed.

3Tap to select the data of the application whose settings and

information you want to use with your new CLIÉ handheld.

You can select multiple files.

•Address Book: AddressDB

•Date Book: DatebookDB

•Memo Pad: MemoDB

•Expense: ExpenseDB

•Mail: MailDB

•To Do List: ToDoDB

•Network setup information: NetworkDB

Notes

•You cannot copy data marked with the lock icon.

•You cannot copy Graffiti® ShortCuts, Net Prefs, and sonyres (the database for

accessing the files in Memory Stick media).

•Do not select UnSavedPreference. Your computer may not be able to

distinguish your new CLIÉ handheld from your old CLIÉ handheld.

4Tap COPY.

The File Overwrite confirmation message is displayed.

Using data of another Sony CLIÉ Handheld

Continued on next page

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Chapter6 Additional information

Precautions

When your battery runs out

•When the battery runs out, a caution message appears on the screen. If

this occurs, perform a HotSync® operation to back up all your CLIÉ

handheld’s data on your computer. Then charge your CLIÉ handheld

using the cradle. This helps prevent accidental data loss.

•If your CLIÉ handheld does not turn on when you press the POWER

button, charge your CLIÉ handheld immediately.

•The remaining battery indicator does not always reflect the actual battery

amount. The battery is designed to provide years of service under normal

use. To prolong the battery’s life, charge it frequently even when it is not

fully discharged.

•You do not have to replace batteries. When the remaining battery

indicator reads zero, place your CLIÉ handheld on the cradle and start

charging immediately. Never disassemble your CLIÉ handheld to take

out the battery.

When the remaining battery indicator reads 0.

If your battery drains and you leave your CLIÉ handheld in an uncharged

state for an extended period of time, all of the stored data will be erased.

Sony suggests you charge your CLIÉ handheld frequently.

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Chapter6 Additional information

I tried to perform a local HotSync operation, but it did not

complete successfully.

Try each of these in turn:

,Make sure that HotSync Manager is running. If HotSync Manager is

running, exit, and then restart it.

,Make sure that Local USB is selected in the HotSync Manager menu

or the Palm Desktop for CLIÉ software menu.

,Check that the cradle is properly connected to the USB connector of

your computer.

,Read the HotSync Log for the user account for which you are

performing a HotSync operation.

,Make sure that your CLIÉ handheld is seated in the cradle correctly.

,Make sure that the gold-plated connectors on the cradle and your

CLIÉ handheld are clean. Use a pencil eraser to clean them.

I cannot perform a HotSync operation via modem.

Check the following on your computer:

,Make sure that your computer is turned on and that it does not shut

down automatically as part of an energy-saving feature.

,Make sure that the modem connected to your computer is turned on

and is connected to the outgoing phone line.

,Make sure that Modem is selected in the HotSync Manager menu.

,Make sure that the modem you are using with your CLIÉ handheld

has an on-off switch. Your CLIÉ handheld cannot “wake up” a

modem that has an auto-off feature.

,Make sure that the modem is connected properly to a serial port on

your computer and it is connected to an incoming phone line.

,Confirm that the Setup String in the Setup dialog box configures

your modem correctly. You may need to select a different Modem

Type or enter a custom Setup String.

Troubleshooting – Frequently Asked Questions

Continued on next page

214

Chapter6 Additional information

,Confirm that the Speed setting in the Setup dialog box works for

your modem. If you have problems using the “As Fast As Possible”

option or a specific speed, try using a slower speed.

,Make sure that your modem resets before you try again. (Turn off

your modem, wait a minute, then turn it on.)

,Confirm that the telephone cable is securely attached to your

modem.

,Make sure that the dialing instruction dials the correct phone

number.

,If you need to dial an outside line prefix, make sure you selected the

Dial Prefix option on your CLIÉ handheld and have entered the

correct code.

Check the following on your CLIÉ handheld:

,If the telephone line you are using has Call Waiting, make sure you

selected the Disable call waiting option under “Modem Sync Phone

Setup” on your CLIÉ handheld and entered the correct code.

,Make sure that the telephone line you are using is not noisy. This can

interrupt communications.

,Check the batteries in your modem and replace them if necessary.

I cannot perform an IR HotSync operation.

,Make sure that the HotSync Manager is running and the Serial Port

for local operations is set to the simulated port for infrared

communication.

,On your CLIÉ handheld, make sure that the HotSync application is

set to IR to a PC/Handheld.

,Make sure that the IR port of your CLIÉ handheld is aligned directly

opposite to, and within a few inches of, the infrared device of your

computer.

Troubleshooting – Frequently Asked Questions

Continued on next page

215

Chapter6 Additional information

,IR HotSync operations do not work after you receive a low battery

warning. Check the battery power of your CLIÉ handheld. Recharge

the battery if necessary.

,If you have problems using a specific speed, select Prefs, Connection,

IR to a PC/Handheld, Edit, and then Details. Then select a lower

speed in the Details dialog box.

My CLIÉ handheld appears to freeze when I place it near my

computer.

,Move your CLIÉ handheld away from the computer’s infrared port.

,Make sure that you turn the Beam Receive function off.

My CLIÉ handheld displays the message “Waiting for sender”

when it is near my computer’s infrared port.

,Your computer’s infrared port may be set to search automatically for

the presence of other infrared devices. Do the following to turn off

this option:

1In the Windows task bar, select Start, point to Settings, and then

select Control Panel.

2Double-click Infrared.

3Click the Options tab.

4Clear the selection of the option “Search for and provide status for

devices within range.”

5Click Apply and OK.

,Move your CLIÉ handheld away from the computer’s infrared port.

,Make sure that you turn the Beam Receive function off.

I cannot cancel a HotSync operation midway.

,You may not be able to cancel a job a few seconds after you start a

HotSync operation via a USB connection. Wait for a while and try

again.

Troubleshooting – Frequently Asked Questions

Continued on next page

216

Chapter6 Additional information

I cannot backup some data at a HotSync operation.

,Some data is designed not to be backed up by a HotSync operation.

When I tap the HotSync button on the cradle, nothing

happens on the Palm Desktop for CLIÉ software and my CLIÉ

handheld times out.

,Check the Palm Desktop for CLIÉ software HotSync Setup options to

confirm that you have the correct settings for local HotSync

operations.

,Make a copy of your Palm folder. Uninstall, and then reinstall the

Palm Desktop for CLIÉ software.

,Turn on your CLIÉ handheld and then tap the Home icon. Tap

the HotSync icon, then tap Local.

When I perform a HotSync operation, my information does

not transfer to the Palm Desktop for CLIÉ software.

,If you have performed a HotSync operation successfully, but you

cannot find the data from your CLIÉ handheld on the Palm Desktop

for CLIÉ software, check to see that you have the correct user name

selected for viewing data.

,Click the HotSync Manager and then choose Custom. Check that all

conduits are set to synchronize files.

I want to synchronize my computer with more than one CLIÉ

handheld.

,When the computer running the Palm Desktop for CLIÉ software is

to synchronize with more than one CLIÉ handheld, each CLIÉ

handheld must have a unique user name. Assign a unique user name

to your CLIÉ handheld the first time you perform a HotSync

operation.

,Please be aware that synchronizing with more than one CLIÉ

handheld with the same user name causes unpredictable results, and

potentially, loss of your personal information.

Troubleshooting – Frequently Asked Questions

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Kategori:	PDA
Model:	PEGN760C PDA

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