Sony PEG S360 User Manual Operating Instructions (primary Manual) PEGS360

PDF Sony PEG-S360 Clie Handheld T E X T F I L E S

Sony PEG-S360 Clie Handheld Sony PEG-S360 Clie Handheld

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User Manual: Sony PEG-S360 Operating Instructions (primary manual)

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Table of contents

Operating

Instructions

Chapter 1

Chapter 2

Chapter 3

Chapter 4

Chapter 5

Chapter 6

Personal Entertainment Organizer

PEG-S360

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

WARNING

To prevent fire or shock hazard, do

not expose the unit to rain or

moisture.

To avoid electrical shock, do not open

the cabinet. Refer servicing to

qualified personnel only.

Owner’s Record

The model number and serial number are

located at the rear of the product. Record the

serial number in the space provided below.

Refer to them whenever you call upon your

Sony dealer regarding this product.

Model No. PEG-S360

Serial No.______________

The socket-outlet shall be installed near the

equipment and shall be easily accessible.

CAUTION

You are cautioned that any changes or

modifications not expressly approved in this

manual could void your authority to operate

this equipment.

NOTE

This equipment has been tested and found to

comply with the limits for a Class B digital

device, pursuant to Part 15 of the FCC Rules.

These limits are designed to provide reasonable

protection against harmful interference in a

residential installation. This equipment

generates, uses, and can radiate radio frequency

energy and, if not installed and used in

accordance with the instructions, may cause

harmful interference to radio communications.

However, there is no guarantee that interference

will not occur in a particular installation. If this

equipment does cause harmful interference to

radio or television reception, which can be

determined by rotating the equipment off and

on, the user is encouraged to try to correct the

interference using one or more of the following

measures:

–Reorient or relocate the receiving antenna.

–Increase the separation between the

equipment and receiver.

–Connect the equipment into an outlet on a

circuit different from that to which the

receiver is connected.

–Consult the dealer or an experienced radio/

TV technician for help.

If you have question about this product, call the

Sony Customer Information Center at keep on

next line 1-877-760-7669; or write to the Sony

Customer Information Center at 12451 Gateway

Boulevard, Fort Myers, FL 33913. The number

below is for FCC-related matters only.

Declaration of Conformity

Trade Name: SONY

Model No.: PEG-S360

Responsible Party: Sony Electronics Inc.

Address: 680 Kinderkamack Road, Oradell,

NJ 07649 USA

Telephone No.: 201-930-6972

This device complies with part 15 of the FCC

Rules.

Operation is subject to the following two

conditions:

(1) This device may not cause harmful

interference, and

(2) This device must accept any interference

received, including interference that

may cause undesired operation.

The supplied interface cable must be used with

the equipment in order to comply with the

limits for a digital device pursuant to Subpart B

of Part 15 of FCC Rules.

On the supplied software

•Copyright laws prohibit reproducing the

software or the software manual in whole or

in part, or renting the software without the

permission of the copyright holder.

•In no event will SONY be liable for any

financial damage or loss of profits,

including claims made by third parties,

arising out of the use of the software

supplied with this player.

•In the event a problem occurs with this

software as a result of defective

manufacturing, SONY will replace it at

SONY’s option or issue a refund. However,

SONY bears no other responsibility.

•The software provided with this product

cannot be used with equipment other than

that which it is designated for use with.

•Please note that, due to continued efforts to

improve quality, the software specifications

may be changed without notice.

Sony is a registered trademark of Sony

Corporation, Japan.

Memory Stick, the Memory Stick logo, Jog Dial,

OpenMG, and PictureGear are trademarks of

Sony Corporation, Japan.

Graffiti, HotSync, Palm Modem, and Palm OS

are registered trademarks, and the HotSync logo

and Palm are trademarks of Palm, Inc. or its

subsidiaries.

IBM and PC/AT are registered trademarks of

International Business Machines Corporation.

Microsoft, Windows, Outlook and the Windows

98 logo are registered trademarks of Microsoft

Corporation.

MMX and Pentium are registered trademarks of

Intel Corporation.

AvantGo, the AvantGo Client and the AvantGo

logo are registered trademarks of AvantGo, Inc.

Pumatech, the Pumatech logo, Intellisync and

Intellisync Lite are trademarks of Pumatech, Inc.

that may be registered in some jurisdictions.

Adobe and Adobe Acrobat Reader are

trademarks of Adobe Systems Incorporated.

QuickTime and the QuickTime logo are

trademarks used under license. QuickTime is

registered in the U.S. and other countries.

This product includes fonts owned by TypeBank

Co., Ltd. under license.

All other trademarks are trademarks of their

respective owners.

CAUTION

Please contact your nearest Sony dealer

regarding the problem you are experiencing

with your Sony product.

Notes

• Sony does not support third-party add-on

applications. If you are having a problem

with a third-party application, please

contact the developer or publisher of that

software.

• The illustrations in this manual may differ

from the actual software.

• Explanations in this manual assume that

you are familiar with basic operations of

Windows®. For how to use your computer

and operating system, please refer to their

respective manuals.

Before using your CLIÉ handheld, be sure to

read the accompanying

End-User’s License Agreement.

Continued on next page

Table of contents

About this manual ............................ 7

Chapter 1

Basic operations of your Sony CLIÉ

Handheld

Turning on and off your Sony CLIÉ

Handheld ........................................... 9

Using the stylus............................... 10

Using the Jog Dial™ navigator ....... 12

Entering data into your Sony CLIÉ

Handheld ......................................... 13

Using Graffiti

writing to enter data ...

Using the onscreen keyboard ............ 22

Using your computer keyboard ......... 24

Adjusting the screen ....................... 25

Resetting your Sony CLIÉ Handheld 26

Performing a soft reset ..................... 26

Performing a hard reset .................... 27

Chapter 2

Using basic applications

Managing schedules and events

(Date Book) .............................. 29

Scheduling an event ......................... 29

Checking schedules .......................... 36

Editing Date Book events.................. 42

Using the Date Book menus ............. 47

Managing addresses and phone

numbers (Address Book) .......... 49

Creating a new Address Book entry .. 49

Viewing Address Book entries .......... 51

Editing Address Book entries ............ 55

Using the Address Book menus ........ 61

Managing tasks and things to do

(To Do List) ............................... 63

Creating To Do List items .................. 63

Viewing To Do List items .................. 64

Checking off a To Do List item .......... 65

Working with To Do List ................... 66

Using the To Do List menus .............. 70

Creating memos

(Memo Pad) .............................. 71

Creating a new memo ...................... 71

Reviewing memos............................. 73

Editing memos .................................. 76

Using the Memo Pad menus ............. 78

Using Calculator (Calc) ............. 79

Calculating with Calculator............... 79

Using the Calculator buttons ............ 80

Using the Calculator menus .............. 80

Performing common tasks .............. 81

Using the Application Launcher ........ 81

Categorizing records ......................... 85

Finding records ................................. 88

Protecting your data (Security) ......... 92

Attaching notes ................................ 99

Purging records ............................... 100

Using the Edit menu ....................... 101

Choosing fonts ................................ 102

Table of contents

Continued on next page

Chapter 3

Exchanging and updating data using

a HotSync® operation

What is a HotSync® operation? .... 104

Performing a local HotSync®

operation with the USB cable ....... 105

Using the Palm™ Desktop for

CLIÉ software ................................ 107

Starting the Palm Desktop for

CLIÉ software .................................. 107

Basic operations of the Palm Desktop

for CLIÉ software ............................ 107

Locating the Palm Desktop for

CLIÉ components ............................ 108

Advanced HotSync® operations ... 109

Setting the HotSync

setup options ..

109

Customizing HotSync application

settings (Conduit) ........................... 111

Conducting an IR HotSync operation .

113

Conducting a HotSync operation

via modem ...................................... 116

Conducting a HotSync operation

via a network .................................. 122

Importing data from a Windows

application ...................................... 127

Synchronizing with external data

(File Link) ........................................ 129

Chapter 4

Communicating using your Sony

CLIÉ Handheld

Beaming between your Sony CLIÉ

Handheld and another PalmOS®

PDA ............................................... 131

What you can do with beaming ...... 131

Beaming information ...................... 132

Receiving beamed information ....... 133

Tips on beaming information .......... 133

Using “Memory Stick™” media .... 134

What is “Memory Stick™” media? . 134

Inserting and removing “Memory

Stick” media ................................... 135

Protecting the data in “Memory

Stick” media ................................... 137

Starting an application in “Memory

Stick” media ................................... 138

Starting an application automatically

when “Memory Stick” media

is inserted ....................................... 138

Viewing information of the inserted

“Memory Stick” media (Card Info) ..

139

Formatting “Memory Stick” media .

140

Exchanging data via “Memory

Stick™” media .............................. 142

Starting Memory Stick Gate (MS Gate) ..

142

Creating the default folder in

“Memory Stick” media ................... 145

Copying your CLIÉ handheld data

to “Memory Stick” media ............... 146

Copying data in “Memory Stick”

media to your CLIÉ handheld .......... 148

Deleting data in “Memory Stick”

media.............................................. 151

Using the MS Gate menus .............. 153

How to read the online manual ...... 154

Installing applications to/from

“Memory Stick” media without

using MSGate ................................. 155

Table of contents

Chapter 5

Customizing your Sony CLIÉ

Handheld (Preferences)

What you can do with

Preferences ................................... 158

Changing the Buttons preferences ..

160

Assigning applications to buttons ... 160

Changing the full-screen pen stroke

activities ......................................... 161

Assigning applications to HotSync®

buttons ........................................... 162

Changing the Jog Dial™ navigator

preferences ................................... 163

Setting the display format of the time,

date, and numbers (Formats)........ 164

Selecting a region default ............... 164

Selecting the time, date, and

numbers formats............................. 165

Setting the Date & Time preferences .

166

Setting the date .............................. 166

Setting the time .............................. 167

Setting the time zone and daylight

saving time ..................................... 168

Setting the General preferences... 169

Setting the automatic shut-off time 169

Setting sounds ................................ 170

Turning on or off the Beam Receive

feature ............................................ 171

Entering owner information ......... 172

Creating Graffiti® ShortCuts ........ 173

Changing the Network preferences..

175

Selecting a service .......................... 175

Entering a user name ...................... 176

Entering a password ....................... 176

Selecting a connection .................... 177

Adding telephone settings .............. 177

Creating additional service templates ..

179

Adding detailed information to

a service template........................... 180

Creating log in scripts ..................... 181

Using the Network preferences menus ..

184

Chapter 6

Additional information

Backing up data of your Sony

CLIÉ Handheld ............................... 186

Backing up data in your computer

using a HotSync operation .............. 186

Backing up your CLIÉ handheld data

using “Memory Stick” media ......... 187

Using data of another Sony

CLIÉ Handheld ............................... 189

Using the Palm Desktop for CLIÉ

software to transfer data ................ 189

Using “Memory Stick” media to

transfer data ................................... 191

Performing HotSync between your old

CLIÉ handheld and the new Palm

Desktop for CLIÉ software .............. 193

Precautions ................................... 194

Notes on use ................................... 194

Battery considerations .................... 195

Troubleshooting – Frequently Asked

Questions ...................................... 197

If you still cannot perform a HotSync

operation ........................................ 211

Getting Help.................................. 212

Specifications ................................ 213

Index ............................................. 214

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, 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

guide and other technical information (Chapter 6)

Add-on Application Guide

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

add-on applications which include:

■PictureGear Pocket/PictureGear 4.3Lite

■gMovie

■MS Autorun

Chapter 1

Basic operations of your Sony CLIÉ Handheld

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

perform other basic operations.

Contents

Turning on and off your Sony CLIÉ Handheld ................................................9

Using the stylus ...........................................................................................10

Using the Jog Dial™ navigator ...................................................................12

Entering data into your Sony CLIÉ Handheld ...............................................13

Using Graffiti® writing to enter data ......................................................13

Using the onscreen keyboard .................................................................22

Using your computer keyboard ..............................................................24

Adjusting the screen ...................................................................................25

Resetting your Sony CLIÉ Handheld ............................................................26

Performing a soft reset ..........................................................................26

Performing a hard reset .........................................................................27

Chapter1 Basic operations of your Sony CLIÉ Handheld 9

Turning on and off your Sony CLIÉ Handheld

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.

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 backlight of the screen on or off.

Press the POWER button.

Chapter1 Basic operations of your Sony CLIÉ Handheld 10

Using the stylus

Press lightly (tap) on the screen

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 screen 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.

Chapter1 Basic operations of your Sony CLIÉ Handheld 11

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.

Tip 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 161 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 12

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 163.

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 13

Entering data into your Sony CLIÉ Handheld

Using Graffiti® writing to enter data

This section describes 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.

Division marks

Write letters here Write numbers here

Graffiti writing examples:

A, B, C, D, and E

Chapter1 Basic operations of your Sony CLIÉ Handheld 14

Entering data in 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 15

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 on Graffiti writing

•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.

Entering data in your Sony CLIÉ Handheld

Chapter1 Basic operations of your Sony CLIÉ Handheld 16

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

CarriageReturn Period Tap twice

Entering data in your Sony CLIÉ Handheld

Chapter1 Basic operations of your Sony CLIÉ Handheld 17

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 CapsShift 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

Entering data in your Sony CLIÉ Handheld

Chapter1 Basic operations of your Sony CLIÉ Handheld 18

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

Entering data in your Sony CLIÉ Handheld

Chapter1 Basic operations of your Sony CLIÉ Handheld 19

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 ÷

(™) Trademark =

(®) Registered (¢) Cent

(©) Copyrighted (¥) Yen

(‘)

Left single quotation

(£) Pound

(’) Right

single quotation

() Euro

(“)

Left double quotation

(”)

Right double quotation

(§) Section ß

(º) Degree µ

+ƒ

±ø

Symbol Shift

Entering data in your Sony CLIÉ Handheld

Chapter1 Basic operations of your Sony CLIÉ Handheld 20

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.

Entering data in your Sony CLIÉ Handheld

Chapter1 Basic operations of your Sony CLIÉ Handheld 21

Entering data in your 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 173).

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 22

Continued on next page

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

Entering data in your Sony CLIÉ Handheld

Tap here for the alphabetic keyboard

Chapter1 Basic operations of your Sony CLIÉ Handheld 23

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

Entering data in your Sony CLIÉ Handheld

Alphabetic

Numeric International

Chapter1 Basic operations of your Sony CLIÉ Handheld 24

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.”

Entering data in your Sony CLIÉ Handheld

Chapter1 Basic operations of your Sony CLIÉ Handheld 25

Adjusting the screen

Tap this icon.

You can turn the backlight of the screen off or on or adjust the contrast

according to the lighting conditions or temperature of the environment

where you use your CLIÉ handheld.

Turning the backlight off and on

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

the backlight off or on.

Adjusting the contrast level

Even with the backlight on, you may need to further adjust the contrast of

the screen.

You can use the onscreen contrast control to adjust it.

1Tap 6.

The adjustment control screen is displayed.

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

right.

To change the contrast 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.

Chapter1 Basic operations of your Sony CLIÉ Handheld 26

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 27

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.

Resetting your Sony CLIÉ Handheld

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,

and Calculator.

Contents

Managing schedules and events (Date Book).......................................29

Managing addresses and phone numbers (Address Book) ...................49

Managing tasks and things to do (To Do List) ......................................63

Creating memos (Memo Pad) ...............................................................71

Using Calculator (Calc) .........................................................................79

Performing common tasks ...........................................................................81

Using the Application Launcher .............................................................81

Categorizing records..............................................................................85

Finding records......................................................................................88

Protecting your data (Security) ...............................................................92

Attaching notes .....................................................................................99

Purging records ...................................................................................100

Using the Edit menu ............................................................................101

Choosing fonts ....................................................................................102

Chapter2 Using basic applications 29

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.”

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 30

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.

Managing schedules and events (Date Book)

Continued on next page

Chapter2 Using basic applications 31

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.

Do 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.”

Managing schedules and events (Date Book)

Continued on next page

Chapter2 Using basic applications 32

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.

Managing schedules and events (Date Book)

Continued on next page

Chapter2 Using basic applications 33

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.

Managing schedules and events (Date Book)

Continued on next page

Chapter2 Using basic applications 34

Continued on next page

■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.

Managing schedules and events (Date Book)

Chapter2 Using basic applications 35

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.

Managing schedules and events (Date Book)

Chapter2 Using basic applications 36

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

Managing schedules and events (Date Book)

Tap the desired view icon.

Chapter2 Using basic applications 37

Continued on next page

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.

Tips for using the Week view

•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.

Managing schedules and events (Date Book)

Chapter2 Using basic applications 38

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.

Managing schedules and events (Date Book)

Chapter2 Using basic applications 39

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 for using the Month view

•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.

Managing schedules and events (Date Book)

Chapter2 Using basic applications 40

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 for using Agenda view

•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.

Managing schedules and events (Date Book)

Chapter2 Using basic applications 41

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.

Managing schedules and events (Date Book)

Chapter2 Using basic applications 42

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.

Managing schedules and events (Date Book)

Chapter2 Using basic applications 43

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.

Managing schedules and events (Date Book)

Chapter2 Using basic applications 44

Continued on next page

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.

Managing schedules and events (Date Book)

Chapter2 Using basic applications 45

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 92.

Managing schedules and events (Date Book)

Chapter2 Using basic applications 46

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.

Managing schedules and events (Date Book)

Chapter2 Using basic applications 47

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 101.

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 onto the Palm

Desktop for CLIÉ software on your computer during 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.

Managing schedules and events (Date Book)

Chapter2 Using basic applications 48

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.

•Day View settings: These check boxes apply to the Day view of

Date Book.

- 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.

Managing schedules and events (Date Book)

Chapter2 Using basic applications

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.”

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

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 USB cable” on page

105 for details.

Managing addresses and phone numbers (Address Book)

Chapter2 Using basic applications

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.

The Address screen is displayed again.

Tips on navigating among your address entries

•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.

•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.

Managing addresses and phone numbers (Address Book)

Chapter2 Using basic applications

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.

Tip on 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.

Managing addresses and phone numbers (Address Book)

Chapter2 Using basic applications

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.

Tap 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.

Managing addresses and phone numbers (Address Book)

Chapter2 Using basic applications

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.

Managing addresses and phone numbers (Address Book)

Chapter2 Using basic applications

Continued on next page

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.

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

the address list.

The Address View screen of the selected address entry appears.

2Tap Edit.

The Address Edit screen appears.

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

The PG Pocket screen appears.

Managing addresses and phone numbers (Address Book)

Tap No Image.

Chapter2 Using basic applications

4Tap the image you want to paste.

The image you selected is pasted to the 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 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 pasted image. The PG Pocket screen appears, so tap to select another

image.

To remove the image

Tap the pasted image. The PG Pocket screen appears. Select No Image.

Managing addresses and phone numbers (Address Book)

A camera icon

Chapter2 Using basic applications

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.

Managing addresses and phone numbers (Address Book)

Chapter2 Using basic applications

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.

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

The Address View screen of the selected entry 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.

Managing addresses and phone numbers (Address Book)

Chapter2 Using basic applications

Deleting an address entry

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

to delete.

The Address View screen of the selected entry appears.

2Tap Edit.

The Address Edit screen appears.

3Tap Details.

The Address Entry Details dialog box appears.

4Tap Delete.

The Delete Address dialog box appears.

5Tap OK to delete the entry.

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

Tip

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

be saved onto the Palm Desktop for Sony software on your computer

during the next HotSync operation.

Managing addresses and phone numbers (Address Book)

Chapter2 Using basic applications

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 92.

5Tap OK.

The address entry details are saved.

Managing addresses and phone numbers (Address Book)

Chapter2 Using basic applications

Using the Address Book menus

This section explains the menu commands specific to Address Book. For the

Edit menu, see “Using the Edit menu” on page 101. The Record and Options

menus differ depending on whether you are displaying the Address List

screen or the Address View screen.

Record menus

Delete Address Deletes the current address entry. The Delete Address dialog box

appears.

Note

By default, the entry that you delete will be saved onto the Palm

Desktop for CLIÉ software on your computer during the next HotSync

operation. To delete the entry completely, deselect the check box ( )

for “Save archive copy on PC” in the Delete Address dialog box.

Duplicate Address Makes a copy of the current entry and displays the copy in Address

Edit so you can make changes to the copied entry. The copy has the

same category and attached notes as the original entry.

Beam Address

Sends the current address entry to another CLIÉ handheld via the

infrared communications port.

Attach Note Adds comments to the current address entry. Choosing this menu

opens up a screen for entering comments.

Delete Note Deletes comments from the current address entry. Choosing this menu

opens up the Delete Note dialog box. Tap Yes to delete comments and

No to cancel the delete function.

Select Business Card

Defines the current address entry on a business card.

A business card icon ( ) will be displayed when you set an entry

as a business card.

Beam Category Sends all the Address Book entries in the currently selected category

to another CLIÉ handheld via the infrared communications port.

Beam Business Card Sends the current business card to another Sony handheld via the

infrared communications port. You can also send a business card via

the infrared communications port by pressing and holding down the

Address Book button for longer than 2 seconds. This menu item is

highly useful because you can exchange business cards with other

CLIÉ handhelds with ease.

Managing addresses and phone numbers (Address Book)

Chapter2 Using basic applications

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 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 entry 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.

Managing addresses and phone numbers (Address Book)

Chapter2 Using basic applications

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.”

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

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.

Tip on 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.

Managing tasks and things to do (To Do List)

Chapter2 Using basic applications

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 69.

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 .

Managing tasks and things to do (To Do List)

Chapter2 Using basic applications

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.

Managing tasks and things to do (To Do List)

Chapter2 Using basic applications

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.

Managing tasks and things to do (To Do List)

Chapter2 Using basic applications

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.

Managing tasks and things to do (To Do List)

Chapter2 Using basic applications

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 dialog box, tap Show.

The To Do Preferences screen 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

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 101.

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

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. A record in Memo Pad is called a “memo.”

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

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 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.

Creating memos (Memo Pad)

Chapter2 Using basic applications

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.

Creating memos (Memo Pad)

Chapter2 Using basic applications

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.

Creating memos (Memo Pad)

Continued on next page

Chapter2 Using basic applications

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.

Note

A change in the order of the memos in Memo Pad does not affect their order in the

Palm™ Desktop for CLIÉ software. Consequently, the memo order in Memo Pad may

differ from that in the Palm Desktop for CLIÉ software.

Creating memos (Memo Pad)

Chapter2 Using basic applications

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.

Creating memos (Memo Pad)

Chapter2 Using basic applications

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 92.

Creating memos (Memo Pad)

Chapter2 Using basic applications

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 101. 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.

Creating memos (Memo Pad)

Chapter2 Using basic applications

Using Calculator (Calc)

Calculating with Calculator

Calculator lets you perform general mathematical functions, such as

addition, subtraction, multiplication, division and square root.

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

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 Memo Pad into Calculator.

Recent Calculations You can review the last series of calculations.

About Calculator Shows the version information for Calculator.

Using Calculator (Calc)

Chapter2 Using basic applications

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.

To 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.

Continued on next page

Chapter2 Using basic applications

Performing common tasks

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.

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.

Continued on next page

Chapter2 Using basic applications

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.

Note

If you have a Memory Stick™ media inserted in your CLIÉ handheld, a Card icon

appears at the bottom of the drop-down categories list. For details on how to use the

Memory Stick media, see page 138.

Changing the Application Launcher display

You can choose to 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

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

In step 4, tap the Remember Last Category check box to select it.

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.

Performing common tasks

Chapter2 Using basic applications

Categorizing records

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

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.

Tip

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

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

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

Performing common tasks

Chapter2 Using basic applications

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.

Performing common tasks

Chapter2 Using basic applications

Defining a new category

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

A list of available categories appears.

2Tap Edit Categories.

The Edit Categories screen is displayed.

3Tap New.

The Edit Categories dialog box is displayed.

4 Enter a new category name and then tap OK.

You can assign any of your entries to the new category.

Performing common tasks

Chapter2 Using basic applications

Continued on next page

Finding records

Your CLIÉ handheld lets you find information by entering text in the Find

option dialog box or searching for a phone number using the Phone Lookup

option. These two options are available for all the basic CLIÉ applications.

Each application offers ways to find information:

•Date Book, To Do List, Memo Pad: Phone Lookup displays the Address

List screen and lets you add the information that appears in this list to a

record.

•Address Book: The Look Up line lets you enter the first letters of a name

to scroll immediately to that name.

Using the Find option

The Find option lets you locate any text you specify in any application. For

example, if the text appears in Address Book and Date Book, the Find option

displays both occurrences in the Find dialog box.

1Tap the Find icon.

The Find dialog box appears.

2Enter the text you want to find.

You can enter letters, symbols, or numbers.

Performing common tasks

Chapter2 Using basic applications

3Tap OK.

Find searches for the text in records and notes and then displays the

results.

4Tap the text in the find result list that you want to review.

The application associated with the data automatically starts to display

the data.

To stop searching midway

Tap Stop. To resume the search, tap Find More.

Note

The Find option is not case sensitive; searching for “sony” also finds “Sony.”

Tip

Select text in an application before tapping the Find icon to automatically place the

text in the Find dialog box.

Performing common tasks

Chapter2 Using basic applications

Continued on next page

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 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.

Performing common tasks

Chapter2 Using basic applications

5Tap Add.

The Phone Lookup closes and the name and phone number are added to

the record you displayed in step 1.

To activate Phone Lookup with Graffiti

Write the Graffiti® Command stroke to activate Phone Lookup.

Phone Lookup using text

Drag and highlight text and then write the Graffiti Command stroke

. The selected text is replaced with the found name and phone

number.

If multiple records are found, the Phone Number Lookup screen appears.

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Chapter2 Using basic applications

Continued on next page

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.

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Chapter2 Using basic applications

Continued on next page

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 95.

Changing or deleting a password

You can change or delete the password you assigned. You should enter the

current password before you can change or delete it.

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.

Performing common tasks

Chapter2 Using basic applications

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.

Performing common tasks

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Continued on next page

Locking your CLIÉ handheld with a password

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

to operate it.w

Notes

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.

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Chapter2 Using basic applications

4Tap Lock & Turn Off.

The System Lockout dialog box appears.

5Tap Off & Lock.

Your CLIÉ handheld is turned off and locked.

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

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Chapter2 Using basic applications

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”(page 92).

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 dialogbox 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.

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Chapter2 Using basic applications

Making records private

In all basic applications, you can make individual records private. Private

records remain visible and accessible, until you select the Security setting to

hide all private records.

To mask or hide private records

You can mask or hide your private records. To view the masked or hidden

records, you need to enter the password.

1Rotate the Jog Dial navigator to select Security or tap the

Security icon on the Application Launcher screen.

The Security screen appears.

2Tap the arrow V next to Current Privacy to select Mask Records

or Hide Records from the drop-down list.

•Mask Records: Masked records appear as grey placeholders in their

position with a lock mark.

•Hide Records: Hidden records disappear completely from the

screen.

When you select Mask Records When you select Hide Records

3Tap OK.

To display private records

In step 2, select Show Records.

If you have a password, the Show Records screen appears. Enter the

password and then tap OK.

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Chapter2 Using basic applications

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.

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Note icon

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Performing common tasks

Purging records

If outdated records of Date Book or To Do List take up memory on your

CLIÉ handheld, it ’s a good idea to remove them by using Purge. If you

think Date Book or To Do List records might prove useful later, you can save

them in an archive file on your computer. Purging is not available in Address

Book or Memo Pad, so delete outdated records from these applications.

1 Open the application.

2 Tap the Menu icon.

3 Tap Purge from the Record menu.

The Purge screen appears.

4Tap the arrow V and select how old a record must be to be

purged.

5If you want to save a copy of the purged records on your

computer, select the “Save archive copy on PC” check box.

If you want to delete the records completely, clear it.

6Tap OK.

If you chose to save a copy of the purged records, your CLIÉ handheld

transfers them to an archive file on your computer the next time you

perform a HotSync® operation.

Note

Purging does not happen automatically. You must tap the command to make it happen.

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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.

Key board 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.

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Choosing fonts

In all basic applications, 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.

Performing common tasks

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 USB cable, 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? .................................................................104

Performing a local HotSync® operation with the USB cable ......................105

Using the Palm™ Desktop for CLIÉ software ..............................................107

Starting the Palm Desktop for CLIÉ software ........................................107

Basic operations of the Palm Desktop for CLIÉ software .......................107

Locating the Palm Desktop for CLIÉ components ..................................108

Advanced HotSync® operations.................................................................109

Setting the HotSync® setup options......................................................109

Customizing HotSync application settings (Conduit) .............................111

Conducting an IR HotSync operation ....................................................113

Conducting a HotSync operation via modem ........................................116

Conducting a HotSync operation via a network ....................................122

Importing data from a Windows application.........................................127

Synchronizing with external data (File Link) ..........................................129

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operation

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. By simply tapping

the HotSync icon, 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.

HotSync operation allows you to do the following:

1Synchronize the Date Book, the Address Book, the To Do List, and the

Memo Pad 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.

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operation

Performing a local HotSync

operation with the USB

cable

This section describes how to perform a HotSync

operation using the USB

cable (local HotSync), assuming that you have done all the necessary

preparations and installations for your CLIÉ handheld and your computer.

For the required preparations and software installation, and for information

on performing a HotSync for the first HotSync operation, see the Read This

First manual.

1Connect the CLIÉ handheld to the USB cable.

2On your CLIÉ Handheld, rotate 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 on your CLIÉ handheld.

3Tap the HotSync icon.

The HotSync operation starts.

When the HotSync operation is complete, a message showing the

HotSync completion is displayed on your CLIÉ handheld.

Note

Do not remove your CLIÉ handheld from the USB cable until the HotSync operation is

complete. Otherwise the Palm Desktop for CLIÉ software may not quit normally.

If the HotSync operation does not start

Make sure that the HotSync icon is displayed in the Windows task tray on your

computer screen and Local Serial is not selected from the shortcut menu. If the

HotSync icon is not shown in the task tray, click Start, point to Programs, Sony

Handheld, and then click HotSync Manager. Tap the HotSync icon on your CLIÉ

handheld to start the HotSync operation.

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To change the user name

1In the Palm™ Desktop for CLIÉ window, click Users from the

Tools menu.

The Users dialog box is displayed.

2Click the user name you want to change in the list box and

then click Rename.

The Rename User dialog box is displayed.

3Enter a new user name and then click OK.

Your CLIÉ handheld user name is changed at the next HotSync operation.

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Using the Palm™ Desktop for CLIÉ software

The Palm™ Desktop for CLIÉ software duplicates Date Book, Address Book,

To Do List, 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 (All Programs in

Windows® XP), 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.

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Locating the Palm Desktop for CLIÉ components

1List pane

Displays the records in the current Desktop application.

2Application Launch bar

Provides one-click access to each Desktop application. Click an icon to

open its associated application.

3Install Tool icon

Displays the Install Tool dialog box to select the application you want to

install onto your CLIÉ handheld the next time you perform a HotSync

operation.

4 User name display

Displays the user name of the owner of the information being displayed.

5Record pane

Displays full details of the record that is selected in the List pane. The

information displayed here is the same as that displayed on your CLIÉ

handheld’s Details screen.

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Advanced HotSync

operations

Setting the HotSync

setup options

You can change how to start the HotSync Manager or make the local

HotSync settings.

1Click the HotSync icon in the Windows

task tray

(bottom-right corner of the taskbar) and then select Setup

from the shortcut menu.

The Setup dialog box appears.

2Click the General tab to select one of the following options.

If you are not sure which option to use, keep the default setting: (Always

available)

•Always available: Adds the HotSync Manager to the Startup folder

and starts the HotSync Manager to monitor the USB port as soon as

Windows

is started. This allows you to perform a HotSync

operation even when the Palm Desktop for CLIÉ software is not

running.

•Available only when the Palm Desktop is running: Starts the

HotSync Manager when you start the Palm Desktop for CLIÉ

software.

•Manual: Starts the HotSync Manager only when you select HotSync

Manager from the Windows

Start menu.

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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 116 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 122 for

more information.

5Click OK.

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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

“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, and

Memo Pad, 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.

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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.

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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 USB cable.

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.

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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 USB cable 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 115.

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 HotSync 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.

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Tip

For best results, your computer and your CLIÉ handheld should be 4 to 8 inches

(approximately 10 to 20 centimeters) apart, and the path between your CLIÉ

handheld and the computer must be clear of obstacles.

5Tap the icon.

The HotSync operation starts. Wait for the message showing that the

HotSync operation is complete.

To restore the local HotSync settings

1Connect the USB cable to your computer.

2Click the HotSync icon in the Windows task tray and clear

the check mark of Local Serial 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 Local tab to display the setting for a local HotSync

operation as needed.

5Click OK.

Your computer is now ready to perform a local HotSync operation.

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Conducting a HotSync operation via modem

You can use a modem to synchronize your CLIÉ handheld when you are

away from your computer. A HotSync operation via modem allows you to

back up your CLIÉ data to your computer away from your computer.

Notes

•The first HotSync operation must be local, using the USB cable. After that, you can

perform a modem HotSync operation.

•It may take many minutes to complete a HotSync operation via modem. To

minimize the time required to synchronize data with a modem, we suggest you

define the files and/or applications you synchronize during a modem HotSync

operation in advance. For details, see “To select the conduits for a modem HotSync

operation” on page 120.

Before you start performing a HotSync operation via modem

Check the following:

•A modem or terminal adapter is connected to your computer.

•The CLIÉ Modem PEGA-MD700 (not supplied) must be connected to

your CLIÉ handheld.

•The Palm Desktop for CLIÉ software must be properly configured for use

with the modem.

Advanced HotSync

operations

Your CLIÉ handheld

away from your PC

A HotSync operation

with the PC at home

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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.

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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.

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Continued on next page

3Tap the arrow V beneath the HotSync 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.

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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 122.

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.

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4Tap the check boxes to clear the selection of the files and

applications that you do not want to synchronize during a

modem HotSync operation.

The default setting is to synchronize all files.

Note

Applications that do not have a database (such as games) do not synchronize,

even if you select the item in the Conduit Setup dialog box.

5Tap OK.

Performing a HotSync operation via modem

After you prepare your computer and your CLIÉ handheld, and then select

your Conduit Setup options, you are ready to perform 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 icon.

A HotSync operation starts. Wait for the message showing that the

HotSync operation is complete.

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Continued on next page

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 USB cable

that is connected to any computer on your LAN or WAN (LAN Sync)

(provided that the computer connected to the USB cable 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

In order to perform a HotSync operation via network, you must first confirm

the settings of your computer and CLIÉ handheld so that they can locate

each other.

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.

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Advanced HotSync

operations

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.

5Connect your CLIÉ handheld to the USB cable and perform a

HotSync operation.

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:

1 Rotate 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.

2 Tap the Menu icon.

3 Tap 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.

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Continued on next page

Advanced HotSync

operations

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.

3Tap Modem Sync Prefs from the Options menu.

The Modem Sync Preferences screen is displayed.

4Tap Network.

5Tap OK.

The HotSync screen appears again.

6 Tap Modem and then Select Service.

The Preferences screen is displayed.

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operation

Continued on next page

Note

See “Changing the Network preferences” on page 175 for information on creating

a network connection.

7 Tap the arrow V next to Service and then select a service from

the drop-down list.

8 Tap Done.

9 Tap the Menu icon.

10 Tap Conduit Setup from the Options menu.

Follow the instructions in “To select the conduits for a modem HotSync

operation ” on page 120.

11 Perform a HotSync operation via modem.

Follow the instructions in “Performing a HotSync operation via modem”

on page 121.

When connecting via cable to the network computer

(LAN 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.

3Tap LAN Sync Prefs from the Options menu.

The LAN Sync Preferences screen is displayed.

Advanced HotSync

operations

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operation

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 120.

8 Perform a local HotSync operation.

Follow the instructions in “Performing a local HotSync operation with the

USB cable” on page 105.

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operation

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 delimited (*.tab, *.tsv, *.txt): Address Book and Memo Pad only

•CSV (Lotus Organizer 2.x/97 Mapping): Address Book only

•Text (*.txt): Memo Pad only

•Date Book archive (*.dba)

•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.

Advanced HotSync

operations

Continued on next page

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operation

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.

Advanced HotSync

operations

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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 Palm Desktop for CLIÉ

online help.

Advanced HotSync

operations

Chapter 4

Communicating using your Sony CLIÉ Handheld

This chapter describes how to communicate with another Palm OS® PDA device via

the infrared communications port or “Memory Stick™” media. It also explains how

to handle “Memory Stick” media and how to use the MS Gate application software

for managing the data in “Memory Stick” media.

Contents

Beaming between your Sony CLIÉ Handheld and another Palm OS® PDA .131

What you can do with beaming ...........................................................131

Beaming information ...........................................................................132

Receiving beamed information.............................................................133

Tips on beaming information ...............................................................133

Using “Memory Stick™” media .................................................................134

What is “Memory Stick™” media? .....................................................134

Inserting and removing “Memory Stick” media ....................................135

Protecting the data in “Memory Stick” media ......................................137

Starting an application in “Memory Stick” media .................................138

Starting an application automatically when “Memory Stick”

media is inserted .................................................................................138

Viewing information of the inserted “Memory Stick” media (Card Info) 139

Formatting “Memory Stick” media ......................................................140

Exchanging data via “Memory Stick™” media ..........................................142

Starting Memory Stick Gate (MS Gate) .................................................142

Creating the default folder in “Memory Stick” media ...........................145

Copying your CLIÉ handheld data to “Memory Stick” media ................146

Copying data in “Memory Stick” media to your CLIÉ handheld.............148

Deleting data in “Memory Stick” media ...............................................151

Using the MS Gate menus ...................................................................153

How to read the online manual ...........................................................154

Installing applications to/from “Memory Stick” media without using

MSGate...............................................................................................155

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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.

IR port

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Beaming information

You can beam a record, business card, or category of records between your

CLIÉ handheld and another Palm OS PDA.

1Locate the record, business card, or category you want to

beam.

2Tap the Menu icon.

3Tap one of the following from the Record menu:

•The Beam command for an individual record

•In Address Book only: Beam Business Card

•Beam Category

4When the Beam dialog box appears, point the IR port directly

at the IR port of the receiving handheld.

Tip

For best results, your CLIÉ handheld and another Palm OS PDA should be 4 to 8

inches (approximately 10 to 20 centimeters) apart, and the path between the two

handhelds must be clear of obstacles and shielded from fluorescent lighting.

Beaming distance to other Palm OS PDA handhelds may be different.

5Wait for the Beam dialog box to indicate that the transfer is

complete before you continue working on your CLIÉ

handheld.

Beaming between your Sony CLIÉ Handheld and another Palm

OS® PDA

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Receiving beamed information

1Turn on your CLIÉ handheld.

2Point the IR port directly at the IR port of the other Palm OS

PDA handheld transmitting the data.

The Beam dialog box is displayed. Beaming data starts.

You can select the category in which you save the data in a dialog box.

3Tap Yes.

The data is saved to the unfiled category.

Note

If Beam Receive in the Preferences menu is set to Off, you cannot receive data using

the beaming feature. Before beaming data, make sure to set Beam Receive to On.

Tips on beaming information

•Incoming data or application should be placed in the Unfiled category.

•You can press the Address Book button for about two seconds to

beam your business card.

•You can use Graffiti to beam the current entry ( then , or and

then tap ).

Beaming between your Sony CLIÉ Handheld and another Palm

OS® PDA

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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. Note however, that

your CLIÉ handheld does not support the “MagicGate Memory Stick”

technology. You can use “MagicGate Memory Stick” media with your

CLIÉ handheld as a standard “Memory Stick” media.

Note on “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 copyright-protected files, use a “MagicGate” compliant device

such as Memory Stick Walkman®, or a Sony VAIO computer with “MagicGate”

compliant application such as OpenMG Jukebox.

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Pull “Memory Stick” media out.Push “Memory Stick” media in.

Inserting and removing “Memory Stick” media

Insert “Memory Stick” media into the “Memory Stick” slot as illustrated

below. The contents of the “Memory Stick” media is displayed

automatically.

Note

Insert “Memory Stick” media in the right direction. If “Memory Stick” media is forced

in the wrong way, it may be damaged.

To remove “Memory Stick” media

Make sure that your CLIÉ handheld is not writing to or reading data from

“Memory Stick” media.

Push “Memory Stick” media gently into the slot and then release it so that

“Memory Stick” media pops out. Then pull it out from your CLIÉ handheld.

Using “Memory Stick™” media

The “Memory Stick” indicator

lights in orange while your

CLIÉ handheld is accessing

“Memory Stick” media.

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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.

Using “Memory Stick™” media

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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 write and

read the data in “Memory Stick” media.

Write protect position

Slide the tab to the right. You can just view the data in “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.

Back side

Using “Memory Stick™” media

LOCK

LOCK LOCK

Write Enable

Position

Write Protect

Position

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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 156.

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.

Using “Memory Stick™” media

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Viewing information of the inserted “Memory Stick”

media (Card Info)

The Card Info gives you the outline (such as the remaining memory space)

of the “Memory Stick” media inserted into your CLIÉ handheld. You can

also give a name to each “Memory Stick” media, which comes in handy

when you have more than one “Memory Stick” media.

1Rotate the Jog Dial™ navigator to select Card Info and press

the Jog Dial navigator. Or tap the Card Info icon on the

Application Launcher screen.

The Card Info screen appears.

Attaching a name to a “Memory Stick” media

1Rotate the Jog Dial™ navigator to select Card Info and press

the Jog Dial navigator. Or tap the Card Info icon on the

Application Launcher screen.

The Card Info screen appears.

2Tap the Menu icon.

3Tap Rename Card.

The Rename Card dialog box appears.

Using “Memory Stick™” media

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Continued on next page

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 MS Gate 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.

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Using “Memory Stick™” media

To cancel formatting

Tap Cancel in step 3.

To format a “Memory Stick” media in the Card Info screen

You can also format a “Memory Stick” media by tapping the Menu icon

on the Card Info screen, and selecting Format Card from the Card menu.

What is formatting?

Formatting defines the recording format for your “Memory Stick” media so that you

can access data with your CLIÉ handheld.

Notes

•If formatted, all the data previously recorded in “Memory Stick” media will be

erased. Make sure to check the data before formatting so that you do not delete

important data.

•To use “Memory Stick” media on your CLIÉ handheld, format it in your CLIÉ

handheld. You may not be able to write or read properly on “Memory Stick” media

formatted by the computer.

•If you remove or insert “Memory Stick” media during initialization, your “Memory

Stick” media is not recognized by your computer. In this case, remove “Memory

Stick” media, reinsert it, and then start formatting again.

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Tap this icon to switch the view

between your CLIÉ handheld and

“Memory Stick” media.

Tap here to switch the view.

size : File size

creator: Creator ID of the file

type : File type

version: Version of the file

none : no items displayed

Tap this icon to switch the view

between your CLIÉ handheld and

“Memory Stick” media.

Displays the files which belong to

the same creator (ID) as one

grouped item.

Exchanging data via “Memory Stick

™

” media

Starting Memory Stick Gate (MS Gate)

MS Gate allows you to copy, move, or delete data in “Memory Stick™”

media and in your CLIÉ handheld.

Rotate 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 and data lists appear on your CLIÉ handheld screen.

When displaying the contents of your CLIÉ handheld

Lock icon.

Once you create the default

folder, the “PALM/PROGRAMS/

MSFILES” folder is displayed even

when Internal is selected.

Tap this icon to sort in ascending or

descending order.

Tap this icon to display or hide the contents.

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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 142).

: Tap this icon to display the upper folder.

:Tap this icon to display the contents of 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.*

•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.

Exchanging data via “Memory Stick™” media

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Exchanging data via “Memory Stick™” media

Creating the default folder in “Memory Stick” media

When using either of the following “Memory Stick” media, you should

create the default folder in “Memory Stick” media.

• “Memory Stick” media to be used in MS Gate Ver.2.1 for the first time

•“Memory Stick” media just formatted

The “default folder” stands for the standard working folder where MS Gate

Ver.2.1 reads and writes data. A folder named “PALM/PROGRAMS/

MSFILES” is created in “Memory Stick” media.

1Insert “Memory Stick” media into your 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. The data in your CLIÉ handheld is listed.

3Tap the Menu icon.

The Menu screen appears.

4Tap Tools, and then Create Default Folder.

The default folder (“/PALM/PROGRAMS/MSFILES”) is created in

“Memory Stick” media.

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Copying your CLIÉ handheld data to “Memory Stick” media

MS Gate allows you to save the data inside your CLIÉ handheld onto

“Memory Stick” media.

Notes

•Since data copying consumes a lot of power, you cannot use the “Memory Stick”

media when your CLIÉ handheld is short of battery power. Connect the AC

adapter.

•If you receive infrared communication while copying data, the copying will be

terminated. Do not allow infrared communication while copying data.

1Insert “Memory Stick” media into your CLIÉ handheld.

The contents of the “Memory Stick” media is displayed.

2Tap the Home icon.

3Rotate 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. The data in your CLIÉ handheld is listed.

4Tap to select the data you want to copy to “Memory Stick”

media.

Tip

You can select multiple files.

Note

You cannot copy data marked with a lock icon.

Exchanging data via “Memory Stick™” media

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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.

Exchanging data via “Memory Stick™” media

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Copying data in “Memory Stick” media to your CLIÉ handheld

MS Gate allows you to copy the data saved in “Memory Stick” media to

your CLIÉ handheld.

Note

Make sure your CLIÉ handheld has enough space before copying.

1Insert “Memory Stick” media into your CLIÉ handheld.

The contents of the “Memory Stick” media is displayed.

2Tap the Home icon.

3Rotate 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. The data in your CLIÉ handheld is listed.

4Press the Jog Dial navigator to select MS.

You can also tap the arrow V in the upper right corner to select MS from

the drop-down list.

The data in the default folder (“/PALM/PROGRAMS/MSFILES“) in

“Memory Stick” media is listed.

Exchanging data via “Memory Stick™” media

You can also select MS by tapping .

Continued on next page

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Exchanging data via “Memory Stick™” media

5Tap to select the data you want to copy to your CLIÉ

handheld.

6Tap COPY.

The Copy File dialog box is displayed.

7Tap OK.

The data selected in step 5 is copied to your CLIÉ handheld.

To copy all the data at once

Tap Select All in step 5.

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 folder to be copied

Tap or to select the folder that you want to copy, so that the folder

display changes and you can specify a folder to be copied.

You can only select a folder under the “PALM/PROGRAMS” or “PALM/

Launcher” folder. The other folders cannot be selected.

To rename the file or folder name

Select the file or folder that you want to rename, and then tap the Menu

icon. Tap Tools and then Rename. Rename the file or folder in the following

dialog box.

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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.

Note

Some data such as those copied from “Memory Stick” media to your CLIÉ handheld

will not be backed up during the next HotSync operation.

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Deleting data in “Memory Stick” media

MS Gate allows you to delete unnecessary data from “Memory Stick” media.

1Insert “Memory Stick” media in your CLIÉ handheld.

The content of the “Memory Stick” media is displayed.

2Tap the Home icon.

3Rotate 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. The data in your CLIÉ handheld is listed.

4Press the Jog Dial navigator to select MS.

You can also tap the arrow V in the upper right corner to select MS from

the drop-down list.

The data in the “/PALM/PROGRAMS/MSFILES“ folder of “Memory

Stick” media is listed.

5Tap to select the data that you want to delete.

6Tap DELETE.

The Delete File dialog box is displayed.

You can also select MS by tapping .

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7Tap OK.

The data selected in step 5 is deleted from “Memory Stick” media.

To delete all data at once

Tap Select All in step 5.

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 folder to be deleted

Tap or to select the folder that you want to delete, so that the folder

display changes and you can specify a folder to be deleted.

You can only select a folder under the “PALM/PROGRAMS”

or “PALM/

Launcher

”

folder. The other folders cannot be selected.

Note

You cannot delete a read-only file.

Exchanging data via “Memory Stick™” media

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Using the MS Gate menus

MS Gate menu commands allow you to exchange data between your CLIÉ

handheld and “Memory Stick” media.

Tools menus

The menu items differ depending on the screen being displayed.

Select All Selects all the data displayed in the selected tab.

Clear All Cancels the selection of the data.

Move Moves the selected data to your CLIÉ handheld or “Memory

Stick” media. The Move File screen appears.

Copy Copies the selected data to your CLIÉ handheld or “Memory

Stick” media. The Copy File screen appears.

Delete Deletes the selected data from your CLIÉ handheld or

“Memory Stick” media. The Delete File screen appears.

Rename Changes the name of the selected file or folder of “Memory

Stick” media.

Create Folder Creates a folder in the current folder.

Create Default Folder Creates the default folder (“/PALM/PROGRAMS/

MSFILES”) in “Memory Stick” media.

Change to Default Folder Changes the current folder to default folder.

Options menus

Format Formats “Memory Stick” media inserted in your CLIÉ handheld.

Media Information Displays the memory information of “Memory Stick” media.

About MS Gate Shows the version information for MS Gate.

Exchanging data via “Memory Stick™” media

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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.

5Double-click the PC folder.

6Double-click the Acrobat folder.

7Double-click ar500enu.exe to install the Acrobat Reader onto

your computer.

Exchanging data via “Memory Stick™” media

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Continued on next page

Installing applications to/from “Memory Stick” media without

using MSGate

You can copy and install applications to/from a “Memory Stick” media

from/to your CLIÉ handheld from the Application Launcher screen.

However, observe the following as malfunction may occur depending on the

application.

•You can only copy application files (files with extensions such as .prc,

.pdb) with the following procedure. Related files will not be copied

together at the same time.

•Data stored in the “Memory Stick” media (such as image files) will not be

displayed.

1Insert the “Memory Stick” media into the “Memory Stick”

slot of your CLIÉ handheld.

The contents of “Memory Stick” media are displayed.

2Tap the Home icon on your CLIÉ handheld.

3Tap Copy from the drop-down list.

The Copy dialog box appears.

4Tap arrow V next to Copy to, and select Handheld or Card.

5Tap the application you want to install.

6Tap Copy.

The selected application is installed onto your CLIÉ handheld.

Tip

You do not necessarily have to install add-on applications to the CLIÉ handheld in

order to use it. If you want to save the CLIÉ handheld’s memory space, you can

simply tap to select the application in step 1. (Note, that such applications can only be

used while the “Memory Stick” media containing the application is inserted in the

CLIÉ handheld).

Exchanging data via “Memory Stick™” media

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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

HotSync 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.

Exchanging data via “Memory Stick™” media

Chapter 5

Customizing your Sony CLIÉ Handheld

(Preferences)

This chapter describes how to customize your CLIÉ handheld by changing the

Preferences settings.

Contents

What you can do with Preferences .....................................................158

Changing the Buttons preferences ............................................................160

Assigning applications to buttons ........................................................160

Changing the full-screen pen stroke activities.......................................161

Assigning applications to HotSync® buttons .........................................162

Changing the Jog Dial™ navigator preferences .........................................163

Setting the display format of the time, date, and numbers (Formats) ........164

Selecting a region default ....................................................................164

Selecting the time, date, and numbers formats.....................................165

Setting the Date & Time preferences .........................................................166

Setting the date ..................................................................................166

Setting the time...................................................................................167

Setting the time zone and daylight saving time .................................... 168

Setting the General preferences ................................................................169

Setting the automatic shut-off time ......................................................169

Setting sounds ....................................................................................170

Turning on or off the Beam Receive feature..........................................171

Entering owner information ......................................................................172

Creating Graffiti® ShortCuts ......................................................................173

Changing the Network preferences ...........................................................175

Selecting a service ...............................................................................175

Entering a user name ..........................................................................176

Entering a password ............................................................................176

Selecting a connection .........................................................................177

Adding telephone settings ...................................................................177

Creating additional service templates ...................................................179

Adding detailed information to a service template................................180

Creating log in scripts ..........................................................................181

Using the Network preferences menus .................................................184

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What you can do with Preferences

The Preferences screen enables you to customize the configuration options

on your CLIÉ handheld.

•Buttons

Assign different applications to the buttons on the front panel of your

CLIÉ handheld and the HotSync® button on the cradle (not supplied),

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 region default and the formats for dates, times, calendar, and

numbers.

•General

Set the current date and time, the auto shut-off interval, the Beam

Receive feature, the “Stay on in Cradle” feature for use with a cradle (not

supplied), and system, alarm, and game sounds.

•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.

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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.

What you can do with Preferences

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Changing the Buttons preferences

Assigning applications to buttons

The Buttons Preferences screen enables you to assign different applications

to the buttons on the front panel of your CLIÉ handheld.

For example, you can assign the To Do List button to start Calculator.

1Tap Buttons from the drop-down list on the Preferences

screen.

The Buttons Preferences screen is displayed.

2Tap the arrow V next to a button and then tap the

application that you want to assign to the button.

To launch the original applications

When you have assigned another application to the button, you can start the

original application using the Application Launcher.

To reset to the default settings

Tap Default in step 2. All application buttons are reset to their factory settings

Applications buttons

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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.

•Backlight: Turns on the backlight of your CLIÉ handheld without

using the POWER button.

•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.

Changing the Buttons preferences

Drag the stylus from the

bottom of the writing area

to the top on the screen.

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Assigning applications to HotSync® buttons

The Buttons Preferences screen also enables you to assign different

applications to the HotSync® buttons on the cradle (not supplied) and the

modem (not supplied).

1Tap Buttons from the drop-down list on the Preferences

screen.

The Buttons Preferences screen is displayed.

2Tap HotSync.

The HotSync Buttons dialog box appears.

3Tap the arrow V next to each button and then select the

application you want to assign to the button.

The HotSync button assignment is changed.

4Tap OK.

Any changes that you make in the HotSync Buttons screen become

effective immediately. You can activate the selected application by

pressing the HotSync button.

Changing the Buttons preferences

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Changing the Jog Dial

™

navigator preferences

The Jog Preferences screen enables you to change the default Jog Dial™

navigator functions, which are:

•Scroll the screen.

•Select an item from a pop-up list.

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).

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 the functions may

change when the JogAssist feature is enabled.

•The JogAssist feature does not support menu operations.

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.

On the default settings

Use JogAssist is selected ( ).

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Setting the display format of the time, date,

and numbers (Formats)

The Formats Preferences screen enables you to set the region default, and the

display format of dates, times, and numbers on your CLIÉ handheld.

Selecting a region default

When you select the region 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 Region 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 region

name.

3Tap OK.

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Chapter5 Customizing your Sony CLIÉ Handheld (Preferences)

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 Date & Time preferences

The Date & Time Preferences enables you to set the date, time, time zone,

and the on/off of daylight savings for your CLIÉ handheld. After you set the

local date and time of your home base, you can change the displayed time

(for example, during business trips) by simply switching the time zones.

Setting the date

1Tap Date & Time from the drop-down list on the Preferences

screen.

The Date & Time Preferences screen is displayed.

2Tap Set Date.

The Set Date screen appears.

3Tap the arrow b or B beside the year at the top of the screen

to set the year.

4Tap the current month.

5Tap the current date.

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Chapter5 Customizing your Sony CLIÉ Handheld (Preferences)

Setting the time

1Tap Date & Time from the drop-down list on the Preferences

screen.

The Date & Time Preferences screen is displayed.

2Tap Set Time.

The Set Time screen appears.

3Tap the arrow V or v to set the hour.

4Tap the minute box and then tap the arrow V or v to set the

minute.

5Tap AM or PM.

6Tap OK.

Setting the Date & Time preferences

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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)

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 a cradle (not supplied).

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.

Setting the General preferences

Continued on next page

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Chapter5 Customizing your Sony CLIÉ Handheld (Preferences)

Setting the General preferences

3If you want to leave your CLIÉ handheld turned on while it is

connected to a cradle, make sure that the check box next to

“Stay on in Cradle” is selected. To turn it off automatically,

clear the check box.

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.

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Setting the General 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.

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Entering owner information

The Owner Preferences screen enables you to record a name, company

name, or phone number, or any other information that you want to associate

with your CLIÉ handheld.

If you use the Security application to lock your CLIÉ handheld with a

password, the information that you enter in the Owner Preferences screen

appears the next time you turn on your CLIÉ handheld.

1Tap Owner from the drop-down list on the Preferences

screen.

The Owner Preferences screen is displayed.

2Enter your owner information.

If you enter more text than can fit on one screen, a scroll bar appears at

the right side of the screen.

To unlock the Owner Preferences screen

If you assigned a password in the Security application, the information in

the Owner Preferences screen cannot be changed. In this case, an Unlock

button is displayed at the bottom of the screen.

1Tap Unlock.

The Unlock Message dialog box appears.

2Enter your current password (the one you entered in the

Security application) and then tap OK.

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Creating Graffiti® ShortCuts

The ShortCuts Preferences screen enables you to define abbreviations

(ShortCuts) for entering text with Graffiti® strokes. You can create a

ShortCut for any words, letters, or numbers. All ShortCuts you create appear

on the list in the ShortCut Preferences screen. All the ShortCuts are available

in any of your CLIÉ applications and are backed up on your computer when

you perform a HotSync operation. See “Using Graffiti® writing to enter

data” on page 13 for more information on the use of ShortCuts.

1Tap ShortCut from the drop-down list on the Preferences

screen.

The ShortCut Preferences screen is displayed.

2Tap New.

The ShortCut Entry screen is displayed.

3On the ShortCut name line, enter the letters you want to use

to activate the ShortCut.

4Tap the ShortCut Text area and then enter the text that you

want to appear when you write the ShortCut characters.

5Tap OK.

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Chapter5 Customizing your Sony CLIÉ Handheld (Preferences)

To Edit a ShortCut

1Tap the ShortCut you want to edit in the ShortCuts list and then

tap Edit.

2Make the changes you want and then tap OK.

To Delete a ShortCut

If you no longer need a ShortCut, you can delete it from the list of ShortCuts.

1Tap the ShortCut you want to delete in the ShortCuts list and

then tap Delete.

The confirmation dialog box is displayed.

2Tap Yes.

Creating Graffiti® ShortCuts

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Chapter5 Customizing your Sony CLIÉ Handheld (Preferences)

In order to use your CLIÉ handheld with a network (such as using the Web

Clipping application or performing a network HotSync operation), you must

set the Network Preferences settings.

Note

The Network settings preferences provides the ability to connect to your ISP (Internet

Service Provider) or dial-in (remote access) server with applications (e.g. Web

Clipping) that allow you to view the transmitted data.

Selecting a service

Use the Service setting to select the service template for your Internet Service

Provider or a dial-in server. Service templates are a set of ISP and dial-in

server configuration settings that you can create, save, and reuse.

1 Tap Network from the the drop-down list on the Preferences

screen.

The Network Preferences screen is displayed.

2 Tap the arrow V next to Service and then select the

predefined service template you want to use.

Changing the Network preferences

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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.

1 On the Network Preferences screen, tap User Name field.

2 Enter 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 log in

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 log in procedure.

Note

If you are concerned about security, select the Prompt option and do not enter a

password.

1 On the Network Preferences screen, tap the Password field.

2 Enter 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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Selecting a connection

Use the Connection setting to select the method you want to use to connect

to your Internet Service Provider or a dial-in server.

1On the Network Preferences screen, tap the arrow V next to

Connection and then select the connection you want to use.

•When using Sony CLIÉ Modem PEGA-MD700: select Sony CLIÉ

Modem.

•When using another modem or adapter: select Standard Modem.

Adding telephone settings

When you select the Phone field, your handheld opens a dialog box in which

you define the telephone number you use to connect with your ISP or dial-in

server. In addition, you can also define a prefix, disable Call Waiting, and

give special instructions for using a calling card.

Note

The Phone Setup dialog box works correctly for AT&T and Sprint long-distance

services. However, because MCI works differently, MCI customers need to put the

calling card number in the Phone # field and the phone number in the Use calling card

field.

1 On the Network Preferences screen, tap the Phone field.

The Phone Setup screen appears.

2 Enter the phone number for your ISP or dial-in server in the

Phone# field.

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Continued on next page

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3When using Sony CLIÉ Modem PEGA-MD700, skip to step 4.

When using another modem or adapter, change the settings

as follows:

1Enter the telephone number used to access the modem.

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 a modem HotSync operation or accessing a

Web Clipping site.

Note

Each telephone company assigns a code to disable Call Waiting. Contact your

local telephone company for the code that is appropriate for you.

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.

Tip

There is usually a delay before you enter your calling card number. It’s a

good idea to add at least three commas before your calling card number to

compensate for the cue delay.

4Tap OK.

Changing the Network preferences

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Creating additional service templates

You can create additional service templates from scratch or by duplicating

existing templates and editing information. After you create a new or

duplicate template, you can add and edit settings.

To add a new service template

1On the Network Preferences screen, tap the Menu icon.

2Tap New from the Service menu.

An Untitled service template is added to the drop-down list for the

Service field.

To duplicate an existing service template

1 On the Network Preferences screen, tap the arrow V next to

Service and then select the predefined service template you

want to duplicate.

2 Tap the Menu icon .

3 Tap Duplicate from the Service menu.

A copy of the service template is added to the drop-down list for the

Service field.

To delete a service template

1 On the Network Preferences screen, tap the arrow V next to

Service and then select the predefined service template you

want to delete.

2 Tap the Menu icon .

3 Tap Delete from the Service menu.

The Delete Service dialog box is displayed.

4 Tap OK.

The selected service template is deleted.

Changing the Network preferences

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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

1 On the Network Preferences screen, tap the service field.

2 Tap Details.

The Details screen is displayed.

3 Tap 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.

4 Tap 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.

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5 Tap the Query DNS check box to deselect it.

6 Enter the IP address for the Primary and Secondary DNS

(Domain Naming System).

Ask your Internet Service Provider or System Administrator for the

correct Primary or Secondary DNS IP numbers.

7 If you need to enter the CLIÉ handheld`s IP Address, tap the IP

Address check box to deselect it and display a permanent IP

address field below the check box.

Normally, you do not have to enter this. If you are not sure, select

Automatic and go to step 9.

8 Enter the CLIÉ handheld`s IP Address.

9 Tap OK.

Creating log in scripts

A log in script is a series of commands that automates logging in to a

network server, for example, your corporate network or your Internet

Service Provider (ISP). It is something that you are likely to receive from

your IS System Administrator, if your company has a system in which you

network connection.

Notes

•When using Sony CLIÉ Modem PEGA-MD700, you do not have to create a log in

script.

•You can also use non-ASCII and literal characters in your log in script. For more

information, see page 183.

1 On the Network Preferences screen, tap the service field.

2 Tap Details.

The Details screen is displayed.

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Continued on next page

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3 Tap Script.

The Log in Script screen is displayed.

4 Tap 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 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 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.

5 Repeat step 4 until the log in script is complete.

6 Tap OK.

7 Tap OK.

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Non-ASCII Characters for Log in Scripts

The following information enables you to create custom log in scripts that

require non-ASCII characters. It is provided for advanced users who

understand the use and requirements of such characters in a custom log in

script.

Use of ^char

You may use the caret ( ^ ) to transmit ASCII command characters. If you

send ^char, and the ASCII value of char is between @ and _, then the

character is automatically translated to a single-byte value between 0 and 31.

For example, ^M is converted to a carriage return.

If char is a value between a and z, then the character sequence is translated

to a single-byte value between 1 and 26. If char is any other value, then the

character sequence is not subject to any special processing. For example, the

string “Joe^M” transmits Joe, followed by a carriage return.

Carriage return and line feed

You may include carriage return and line feed commands as part of the

• <cr> : Sends or receives a carriage return

• <lf> : Sends or receives a line feed

For example, the string “waitfor Joe<cr><lf>” waits to receive Joe followed

by a carriage return and line feed from the remote computer before

executing the next command in the script.

Literal characters

The backslash ( \ ) character defines that the next character is transmitted as

a literal character, and is not subject to any special processing ordinarily

associated with that character.

Examples:

• \^ : Includes a caret as part of the string

• \< : Includes a < as part of the string

• \\ : Includes a backslash as part of the string

Changing the Network preferences

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Chapter5 Customizing your Sony CLIÉ Handheld (Preferences)

Using the Network preferences menus

This section explains the menu commands specific to network preferences.

For the Edit menu, see “Using the Edit menu” on page 101.

Service menus

New Creates a new service template.

Delete Deletes the current service template.

The Delete Service dialog box appears.

Duplicate Duplicates the current service template.

Options menus

View Log Displays the Network Log. The Network Log lists all of the

communication that occurs between your modem and your dial-in

server during the log in procedure. The information in the Network

Log can help your ISP or your System Administrator pinpoint where

the log in procedure communication fails and why.

Changing the Network preferences

Chapter 6

Additional information

This chapter describes how to upgrade your CLIÉ handheld, as well as some

precautions, troubleshooting information, and other technical information about your

CLIÉ handheld.

Contents

Backing up data of your Sony CLIÉ Handheld ...........................................186

Backing up data in your computer using a HotSync operation ...............186

Backing up your CLIÉ handheld data using “Memory Stick” media .......187

Using data of another Sony CLIÉ Handheld ...............................................189

Using the Palm Desktop for CLIÉ software to transfer data ...................189

Using “Memory Stick” media to transfer data ......................................191

Performing HotSync between your old CLIÉ handheld

and the new Palm Desktop for CLIÉ software .......................................193

Precautions ...............................................................................................194

Notes on use .......................................................................................194

Battery considerations .........................................................................195

Troubleshooting – Frequently Asked Questions .........................................197

If you still cannot perform a HotSync operation ....................................211

Getting Help ..............................................................................................212

Specifications ............................................................................................213

Index .........................................................................................................214

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Backing up data of your Sony CLIÉ Handheld

You can save a backup copy of your CLIÉ handheld with either of the

following two methods:

•Backing up data using a HotSync® operation

•Backing up data using “Memory Stick™” media

Backing up data in your computer using a HotSync operation

By default, you can backup the following data in your computer using a

HotSync operation:

•Memo Pad data files

•Address Book data files

•To Do List data files

•Date Book data files

•Preferences data files

•Applications files that have been installed using a HotSync operation

•User information files when you perform a HotSync operation

During the next HotSync operation, the backup data is compared with the

data in your computer, and the newer one becomes effective.

If you perform a hard reset, all records and entries stored in your CLIÉ

handheld are erased and reset to the initial status. If you save a backup of

your CLIÉ handheld data, you can restore any data previously synchronized

with your computer during the next HotSync operation.

Notes

•Some applications are not designed to be backed up. Therefore, you may not be able

to restore some applications and data. We recommend you to re-install the

application again.

•If you change settings in the Change HotSync Action dialog box, you may not be

able to save a backup. You cannot back up or restore data for the application if you

select another option than “Synchronize the files.” For details, see “Customizing

HotSync application settings (Conduit)” on page 111.

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Chapter6 Additional information

Backing up data of your Sony CLIÉ Handheld

Backing up your CLIÉ handheld data using “Memory Stick” media

MS Gate allows you to save a backup of the following data of your CLIÉ

handheld to “Memory Stick” media. (The file name after the colon is the

name displayed in MS Gate.)

•Address Book data: AddressDB

•Date Book data: DatebookDB

•Memo Pad data: MemoDB

•To Do List data: ToDoDB

•Network setup information: NetworkDB

•Other application setting data: SavedPreferences

•User information and other preferences data: UnsavedPreferences

For details on how to use MS Gate, see “Copying your CLIÉ handheld data

to “Memory Stick” media” on page 146.

Notes

•If necessary files are not backed up, applications may not function properly.

•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 148.

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. We recommend you to re-install the

application again.

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Chapter6 Additional information

Using data of another Sony CLIÉ Handheld

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.

Connect your new CLIÉ handheld to the USB cable 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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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 “Memory Stick” media is set to the write

enable position.

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

•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

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Chapter6 Additional information

5Tap OK.

The data selected in step 3 is copied onto “Memory Stick” media.

6Remove the “Memory Stick” media from your old CLIÉ

handheld and then insert it into your new CLIÉ handheld.

7Rotate 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. The data in your CLIÉ handheld is listed.

8Press the Jog Dial navigator to select MS.

You can also tap the arrow V in the upper right corner to select MS from

the drop-down list.

9Tap Select All.

Tap COPY.

The File Overwrite confirmation message is displayed.

Tap OK.

Tap Yes to All.

The data of your old CLIÉ handheld is copied onto your new CLIÉ

handheld.

Note

If a file-locked, access, or delete error message is displayed while copying files, tap OK

to proceed to the next step in copying. Those files, however, will not be copied.

Using data of another Sony CLIÉ Handheld

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Chapter6 Additional information

Performing HotSync between your old CLIÉ handheld and

the new Palm Desktop for CLIÉ software

You can use your other CLIÉ handhelds with the Palm Desktop for CLIÉ

software supplied to this newest CLIÉ handheld (PEG-S360).

After setting up your CLIÉ handheld as indicated in the Read This First

manual, perform the HotSync operation as indicated on page 105.

If you have any trouble with the HotSync operation, check the following.

• Check the windows task tray to make sure that Local Serial is selected.

• Check the windows task tray to make sure that the USB Switcher is

running.

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Chapter6 Additional information

Precautions

Notes on use

•Take care not to scratch or damage your CLIÉ handheld’s screen or the

Graffiti® writing area. Always use the supplied stylus or a plastic-tipped

pointer to tap on the screen. Do not use a real pen, pencil, or other sharp

object on the screen.

•Do not expose your CLIÉ handheld to rain or moisture. Should water

enter the circuitry through the crevice around the front buttons, your

CLIÉ handheld may be damaged.

•Your CLIÉ handheld screen is made of glass. Do not drop or submit your

CLIÉ handheld to external shock. Do not carry your CLIÉ handheld in

your back pocket. If you sit down with your CLIÉ handheld in the back

pocket, it may break.

•Avoid using or storing your CLIÉ handheld in locations subject to:

–extremely high temperature such as the hot inside of a car exposed

to the sun, or near a heater.

–direct sunlight

–high humidity

–excessive dust

•The rubber feet of the cradle (not supplied) may lose their adhesion as

they become dirty. If this occurs, wipe the feet with a moistened soft cloth

to recover their adhesion.

On cleaning

Clean your CLIÉ handheld with a soft, dry cloth.

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Battery considerations

Follow these precautions when you charge your CLIÉ handheld.

On charging

•It takes about three hours to charge your CLIÉ handheld when the battery

is empty.

•When you charge your CLIÉ handheld every day, it takes only a few

minutes to charge the battery.

•You can view data on your CLIÉ handheld while it is being charged.

On the battery life

•With a fully-charged battery, you can use your CLIÉ handheld for about

fifteen days, 30 minutes each day.

•Battery life varies depending on the conditions and environment where

you use your CLIÉ handheld.

Tips on conserving the battery

•Turn off the backlight under good lighting conditions. For turning off the

backlight, see “Adjusting the screen” on page 25.

•Change the automatic shut-off time setting so that your CLIÉ handheld

will automatically turn off after a short period of inactivity. For details,

see “Setting the automatic shut-off time” on page 169.

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 AC adapter. 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.

Precautions

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Chapter6 Additional information

•You do not have to replace batteries. When the remaining battery

indicator reads zero, connect your CLIÉ handheld to the AC adapter 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.

Precautions

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Chapter6 Additional information

Troubleshooting – Frequently Asked Questions

This section describes how to solve common problems you may encounter

when using your CLIÉ handheld. If a problem arises, we suggest you charge

your CLIÉ handheld. If the problem persists, review the following list of

frequently asked questions for possible solutions before you contact Sony

Customer Information Service Center.

Note

Thousands of third-party add-on applications are available for the Palm OS®

platform. Sony does not support third-party applications. If you have a problem with

a third-party application, please contact the developer or publisher of that software.

Operating problems

I do not see anything on my CLIÉ handheld's screen.

,Recharge your CLIÉ handheld. If your CLIÉ handheld still does not

operate, try a soft reset. See “Resetting your Sony CLIÉ Handheld”

(page 26).

I get a warning message telling me my CLIÉ handheld’s

memory is full.

,Purge records from Date Book and To Do List. This deletes To Do

List items and past Date Book events from the memory of your CLIÉ

handheld.

,Delete unused memos and records. If necessary, you can save a

backup for these records. See explanations for each application.

,If you have installed additional applications on your CLIÉ handheld,

remove them to recover memory. See “Removing add-on

applications” in the Read This First manual.

,Some applications may not operate properly if the memory is

limited.

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Chapter6 Additional information

My CLIÉ handheld keeps turning itself off.

,Your CLIÉ handheld is designed to turn itself off after a period of

inactivity. This period can be set at one, two, or three minutes. See

“Setting the automatic shut-off time” (page 169).

My CLIÉ handheld is not making any sounds.

,Check the System Sound setting. See “Setting sounds” (page 170).

My CLIÉ handheld has frozen.

,Perform a soft reset. See “Resetting your Sony CLIÉ Handheld”

(page 26).

I cannot use the Jog Dial navigator.

,Check that the JogAssist feature is activated. See “Changing the Jog

Dial™ navigator preferences” (page 163).

An error message is displayed repeatedly.

,Follow the instructions of the message.

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Chapter6 Additional information

Tapping and writing problems

When I tap the buttons or screen icons, my CLIÉ handheld

activates the wrong feature.

,Calibrate the screen. See “What you can do with Preferences”

(page 158).

When I tap the Menu icon, nothing happens.

,Not all applications or screens have menus. Try changing to a

different application.

I cannot get my CLIÉ handheld to recognize my handwriting.

,For your CLIÉ handheld to recognize handwriting input with the

stylus, you need to use Graffiti® writing. See “Using Graffiti® writing

to enter data” (page 13).

,Make the Graffiti character strokes in the Graffiti writing area, not on

the display part of the screen.

,Write Graffiti strokes for letters on the left-hand side, and the strokes

for numbers on the right-hand side of the Graffiti writing area.

,Make sure that Graffiti has not shifted into extended or punctuation

modes. See “Using Graffiti® writing to enter data” (page 13).

,For tips on successful Graffiti writing, see “Using Graffiti® writing to

enter data” (page 13).

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Chapter6 Additional information

Application problems

I tapped the Today button, but it does not show the correct

date.

,Your CLIÉ handheld is not set to the current date. Make sure the Set

Date box in the Date & Time Preferences screen displays the current

date. See “Setting the Date & Time preferences” (page 166).

,Your CLIÉ handheld is not set to the correct time zone or the correct

daylight saving setting. Make sure the Set Time Zone box and the

Daylight Saving box in the Date & Time Preferences screen displays

the correct setting. See “Setting the Date & Time preferences” (page

166).

I know I entered some records, but they do not appear in the

application.

,Check the Categories drop-down list (upper-right corner). Choose

All to display all of the records for the application.

,Check Security and confirm that Current Privacy is set to Show

Records.

In To Do List, tap Show and see if “Show Only Due Items” is selected.

I am having problems listing memos the way I want to see them.

,If you cannot manually arrange the order of the memos in the list

screen, check the Memo Preferences setting. Make sure that Sort by is

set to Manual.

,If you choose to view your memos alphabetically on the Palm™

Desktop for CLIÉ software and then perform a HotSync® operation,

the memos on your CLIÉ handheld still appear in the order defined

in the Memo Preferences setting. In other words, the sort settings you

use with the Palm Desktop for CLIÉ software are not transferred to

your CLIÉ handheld.

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Chapter6 Additional information

I created an event in Date Book, but it does not appear in the

Week view.

,In the Week view, you cannot select overlapping events that have the

same start time. If you have two or more events with the same start

time, choose the Day view to see overlapping events.

I cannot find an image pasted in an Address Book record.

,If you use the Palm Desktop for CLIÉ software to change the

category of the Address Book record, you may not be able to locate

the pasted image on your CLIÉ handheld. Change the category on

your CLIÉ handheld.

I cannot start applications installed in the "Memory Stick"

media

,In order to open such applications from the Application Launcher

screen, a memory space exceeding the application size must be kept

free on your CLIÉ handheld.

,Check if the application files or data files (such as image files)

essential to starting the applications are stored under the “/PALM/

Launcher/” directory of the "Memory Stick" media. If so, the CLIÉ

handheld may not be able to access the data files or application files.

Copy/move the file data to the CLIÉ handheld using MS Gate (page

148 - 150).

,If you installed application or data from your computer to the CLIÉ

handheld through HotSync, and selected Memory Stick as their

destination: copy/move the data to your CLIÉ handheld (page 148 -

150).

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HotSync problems

I cannot perform a HotSync operation. What should I check to

make sure I am doing it correctly?

,Check that the operating system of your computer is Windows® 98/

Windows® 98 Second Edition/Windows® Me/Windows® 2000

Professional/Windows® XP.

,Check the Windows task tray to make sure the HotSync Manager is

running. If it is not running, open the HotSync Manager from the

Start menu.

,Make sure that the USB cable is connected securely to the computer.

I performed a HotSync operation, but one of my applications

did not synchronize.

,Click the HotSync Manager and choose Custom. Check that the

correct conduit is active.

I am using Outlook

as my PIM, but I cannot perform a HotSync

operation.

,Click the HotSync Manager and choose Custom. Check that the

correct conduit is active.

,Check that the correct conduit is installed. Reinstall the HotSync

Manager and make sure the correct conduit is selected.

,Make sure that Intellisync Lite is installed.

I cannot launch the HotSync Manager.

,Make sure you are not running another program, such as a network

or facsimile applications, that use the serial port you selected in the

Setup dialog box.

,Back up the Palm Desktop for CLIÉ software, uninstall it, and then

reinstall it.

Troubleshooting – Frequently Asked Questions

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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:

,Check if the HotSync Manager is running. If HotSync Manager is

running, exit, and then restart it.

,Make sure that Local Serial is not selected in the HotSync Manager

menu or the Palm Desktop for CLIÉ software menu.

,Check that the USB cable 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 your CLIÉ handheld is securely connected to the USB

cable.

,Make sure the gold-plated connectors on the USB cable 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 your computer is turned on and that it does not shut

down automatically as part of an energy-saving feature.

,Make sure the modem connected to your computer is turned on and

is connected to the outgoing phone line.

,Make sure Modem is selected in the HotSync Manager menu.

,Make sure 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.

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Chapter6 Additional information

,Make sure 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.

,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 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 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 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.

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,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.

,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.

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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.

I cannot backup some data with a HotSync operation.

,Some data is designed not to be backed up by a HotSync operation.

When I tap the HotSync icon on the HotSync screen,

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.

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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.

Connection problems

I have trouble establishing a network connection to my ISP or

dial-in server

,Check the Expanded Service Connection Progress messages to

identify the point where the connection fails in the log in procedure.

Press the lower half of the scroll button at any point during log in to

display these messages.

,Check the information in the Network Log so your ISP or your

System Administrator can pinpoint where the log in procedure

communication fails and why.

To view the Network Log, open the Network Preferences screen and

tap the Menu icon. Tap Options, then View Log. Tap the up and

down arrows of the scroll bar to see the entire Network Log.

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Beaming problems

I cannot beam data to another Palm OS PDA.

,Confirm that your CLIÉ handheld and the other Palm OS PDA are

between 4 inches (approximately 10 centimeters) and 8 inches

(approximately 20 centimeters) apart, and that the path between the

two handhelds is clear of obstacles. Beaming distance to other Palm

OS PDA may be different.

,Move your CLIÉ handheld closer to the receiving handheld.

,Make sure that the Beam Receive function of the other Palm OS PDA

is turned on.

When someone beams data to my CLIÉ handheld, I get a

message telling me it is out of memory.

,Your CLIÉ handheld requires a memory space of at least

approximately 1.1 times the data size that you are receiving.

,Perform a soft reset. See “Resetting your Sony CLIÉ Handheld”

(page 26) for more information.

I cannot beam Address Book data.

,You cannot beam Address Book data to a CLIÉ handheld in which

Address Book has never been started. Start Address Book and then

try beaming Address Book data again.

,You cannot beam images to a Palm OS PDA other than a Sony CLIÉ

handheld.

Troubleshooting – Frequently Asked Questions

209

Chapter6 Additional information

Troubleshooting – Frequently Asked Questions

Recharging problems

When I connect my CLIÉ handheld to the AC adapter, it does

not recharge.

,Confirm that your CLIÉ handheld is connected securely to the AC

adapter.

,Confirm that the AC adapter is plugged into an AC outlet.

,Confirm that you are using the AC adapter that came with your CLIÉ

handheld.

,Confirm your CLIÉ handheld is turned off. Otherwise, it will not

fully charge.

Password problems

I forgot the password, and my CLIÉ handheld is not locked.

,You can use Security to delete the password, but your CLIÉ

handheld deletes all records marked as private. To back up all data

including private records, perform a HotSync operation before you

delete the password. Then follow these steps to restore your private

records onto your CLIÉ handheld:

1Perform a HotSync operation to back up your data.

2Tap Forgotten Password in Security to remove the password and

delete all private records.

3Perform a HotSync operation to synchronize your data and restore

the private records by transferring them from your computer to

your CLIÉ handheld.

I forgot the password and my CLIÉ handheld is locked.

If you assign a password and lock your CLIÉ handheld, you must perform

a hard reset to continue using your CLIÉ handheld. See “Resetting your

Sony CLIÉ Handheld” (page 26) for more information.

210

Chapter6 Additional information

Troubleshooting – Frequently Asked Questions

“Memory Stick™” media problems

I cannot copy/move data from “Memory Stick™” media to my

CLIÉ handheld.

,Your CLIÉ handheld requires a memory space of at least

approximately 1.1 times the data size that you are copying/moving.

I inserted “Memory Stick” media, but the message “Please

insert Memory Stick media” appears.

,Your “Memory Stick” media is not recognized by your CLIÉ

handheld. Remove it and insert it again.

211

Chapter6 Additional information

If you still cannot perform a HotSync operation

You cannot perform a HotSync operation before you install

the Palm Desktop for CLIÉ software onto your computer

If you perform a HotSync operation before you install the CLIÉ drivers,

other drivers may be installed. Make sure to install the Palm Desktop for

CLIÉ software first and then perform a HotSync operation.

Do not use a USB hub

If you connect the USB cable to your computer via a USB hub, you may not

be able to perform a HotSync operation properly. Make sure to connect the

USB cable directly to a USB connector of your computer.

Some computers have the hub function built into their internal circuity.

Contact your computer manufacturer if the USB connector of your computer

is connected to an internal USB hub.

Troubleshooting – Frequently Asked Questions

212

Chapter6 Additional information

Getting Help

Sony offers several support options for your CLIÉ handheld. When you

have questions or trouble, please refer to one of the following for a solution:

■Read This First (supplied), Operating Instructions (this guide), and

Add-on Application Guide (supplied) explain how to use your CLIÉ

handheld.

■Your Sony CLIÉ Handheld support Web site

http://www.sony.com/peg/support/

Provides the latest information on your CLIÉ handheld. On this Web

site, you will find:

•Frequently Asked Questions (FAQs)

•Online Operating Instructions

•Installation information

•Software updates

•Online knowledge base

■The Sony e-mail support service answers your questions by e-mail.

Send your question, and a customer service representative will send

you a reply. You can use the e-mail form at

http://www.sony.com/peg/support/

■The Sony fax-back service provides you with answers to commonly

asked questions. You can use this automated service to request a list of

available topics and then select the topics that you want to receive. To

contact the Sony fax-back service, call

1-877-760-SONY (7669) .

■The Sony Customer Information Service Center offers information

about your CLIÉ handheld and other Sony products that work with

your computer. To contact the Sony Customer Information Service

Center, call

1-877-760-SONY (7669) .

213

Chapter6 Additional information

Specifications

OS Palm OS ver. 4.0

CPU Dragonball VZ 33 MHz

Memory

16 MB (DRAM)

4 MB (Flash memory)

External input/output

Interface connector

IrDA (1.2)

Memory Stick slot

LCD display

Backlight EL display

160 × 160 dots (monochrome)

Power requirements

AC power adapter (supplied)

DC 5.7V

(dedicated connector)

Battery

Lithium ion battery

(built-in)

Battery life

15 days* (based on an average

of 30 minutes use per day)

* The battery life span varies

depending on the temperature

and conditions of use.

Dimensions

Approx. 2 7/8 ✕ 4 5/8 ✕ 19/32

inches (70.9 ✕ 114.7 ✕ 15.0 mm)

(w/h/d)

(not including projecting parts

and controls)

Mass

Approx. 4.27 oz (122 g)

(including the supplied stylus)

Operating temperature

41ºF - 95ºF (5ºC - 35ºC)

Design and specifications are subject

to change without notice.

214

Chapter6 Additional information

Index

AC adapter ............................... 146, 209

Address Book

Editing entries .................................... 55

Entering a new entry .......................... 49

Pasting an image ................................55

Sorting entries .................................... 53

Using menus ...................................... 61

Viewing entries................................... 51

Adjusting the screen ............................ 25

Application

Assigning applications to buttons .....160

Categorizing ....................................... 82

Displaying in list ................................. 83

Displaying the Pop-up menu ............... 84

Launcher (home) screen ...................... 81

Starting/Selecting ............................... 81

Troubleshooting ................................ 200

Application buttons

Assigning applications to buttons .....160

Starting applications ........................... 81

Attaching notes ................................... 99

Backing up data

By a HotSync operation ..................... 186

By “Memory Stick” media .................187

Backlight ............................................. 25

Battery considerations

Tips and notes .................................. 195

Troubleshooting ................................ 209

Battery life ......................................... 195

Beam Receive feature ........................ 171

Beaming

Between two handhelds ................... 131

Receiving data .................................. 133

Sending items or categories .............. 132

Tips on beaming between two

handhelds ........................................ 133

Troubleshooting ................................ 208

Calculator

Using Calculator ................................. 79

Using menus ...................................... 80

Sony PEG S360 User Manual Operating Instructions (primary Manual) PEGS360

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