Chapter 1
Basic operations of your
Sony CLIE Handheld
Chapter 2
Using basic applications
Operating
Instructions
Chapter 3
Exchanging and updating
®
data using a HotSync
operation
Chapter 4
Communicating using
your Sony CLIE Handheld
Personal Entertainment Organizer
Chapter 5
Customizing your Sony
CLIE Handheld
(Preferences)
PEG-N710C
Chapter 6
Additional information
© 2001 Sony Corporation
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Sony, Memory Stick, the Memory Stick logo,
Jog Dial, OpenMG, and PictureGear are
trademarks of Sony Corporation.
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 AdobeAcrobatReader 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.
RealJukebox is copyrighted by
RealNetworks, Inc.
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 CLIE handheld, be sure to
read the accompanying
End-User’s License Agreement.
3
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Table of contents
About this manual ............................ 7
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
Chapter 1
Basic operations of your Sony CLIE
Handheld
Turning on and off your Sony CLIE
Handheld ........................................... 9
Using the stylus............................... 10
Using the Jog Dial™ navigator....... 12
Creating memos
(Memo Pad)............................. 71
Entering data into your Sony CLIE
Handheld ......................................... 13
Creating a new memo ...................... 71
Reviewing memos............................. 73
Editing memos .................................. 76
Using the Memo Pad menus ............. 78
®
Using Graffiti writing to
enter data ......................................... 13
Using the onscreen keyboard............ 22
Using your computer keyboard ......... 24
Changing the frontlight level ......... 25
Managing expenses
(Expense)................................. 79
Recording a new Expense item ......... 79
Editing Expense items ....................... 81
Using the Expense menus ................. 88
Using Calculator (Calc) ............. 89
Calculating with Calculator............... 89
Using the Calculator buttons ............ 90
Using the Calculator menus .............. 90
Performing common tasks .............. 91
Using the Application Launcher ........ 91
Categorizing records ......................... 95
Finding records ................................. 98
Protecting your data (Security) ....... 102
Attaching notes .............................. 108
Purging records............................... 109
Using the Edit menu ....................... 110
Choosing fonts ................................ 111
Resetting your
Sony CLIE 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
Continued on next page
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Table of contents
Chapter 3
Chapter 4
Exchanging and updating data using
a HotSync operation
Communicating using your Sony
CLIE Handheld
®
®
What is a HotSync operation? .... 113
Beaming between your Sony CLIE Handheld
and another Palm OS PDA ................ 140
®
®
Performing a local HotSync operation
with the cradle.............................. 114
What you can do with beaming ...... 140
Beaming information ...................... 141
Receiving beamed information ....... 142
Tips on beaming information .......... 142
Using the Palm™ Desktop for CLIE
software ........................................ 116
Starting the Palm Desktop for CLIE
software.......................................... 116
®
Using “Memory Stick ” media..... 143
Basic operations of the Palm Desktop
for CLIE software ............................ 116
®
What is “Memory Stick ” media? .... 143
Inserting and removing “Memory Stick”
media.............................................. 144
Locating the Palm Desktop for CLIE
components .................................... 117
Protecting the data in “Memory Stick”
media.............................................. 146
®
Advanced HotSync operations ... 118
®
Setting the HotSync
Starting an application automatically when
“Memory Stick” media is inserted....... 146
setup options .................................. 118
Customizing HotSync application
settings (Conduit) ........................... 120
Formatting “Memory Stick” media ... 147
®
Exchanging data via “Memory Stick ”
Creating a user profile to control
multiple CLIE handhelds ................. 122
media ............................................ 149
Starting Memory Stick Gate
(MS Gate) ....................................... 149
Conducting an IR
HotSync operation .......................... 124
Creating the default folder in “Memory
Stick” media ................................... 152
Conducting a HotSync operation
via modem ...................................... 127
Copying your CLIE handheld data to
“Memory Stick” media ................... 153
Conducting a HotSync operation
via a network .................................. 133
Copying data in “Memory Stick” media
to your CLIE handheld..................... 155
Importing data from a Windows
application ...................................... 136
Deleting data in “Memory Stick”
media.............................................. 157
Synchronizing with external data
(File Link) ........................................ 138
Using the MS Gate menus .............. 159
How to read the online manual ...... 160
Continued on next page
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Table of contents
Chapter 5
Chapter 6
Customizing your Sony CLIE
Handheld (Preferences)
Additional information
Backing up data of your Sony CLIE
What you can do with
Handheld ....................................... 180
Preferences ............................ 162
Backing up data in your computer using
a HotSync operation ....................... 180
Changing the Buttons
preferences ................................... 164
Backing up your CLIE handheld data
Assigning applications to buttons... 164
using “Memory Stick” media ......... 181
Changing the full-screen pen stroke
Using data of another Sony CLIE
activities ......................................... 165
Handheld ....................................... 183
®
Assigning applications to HotSync
Using the Palm Desktop for CLIE software
to transfer data ............................... 183
buttons ........................................... 166
Changing the Jog Dial™ navigator
Using “Memory Stick” media to
preferences ................................... 167
transfer data ................................... 185
Setting the display format of the time,
date, and numbers (Formats)........ 168
Precautions ................................... 187
Notes on use ................................... 187
Battery considerations .................... 188
Selecting a country default ............. 168
Selecting the time, date, and numbers
formats ........................................... 169
Troubleshooting–Frequently Asked
Questions ...................................... 190
Setting the General preferences... 170
Setting the time .............................. 170
Setting the date .............................. 171
If you cannot perform a HotSync
operation ........................................ 203
Getting Help.................................. 207
Specifications ................................ 208
Limited Warranty Statement ........ 209
Index ............................................. 213
Setting the automatic
shut-off time ................................... 172
Setting sounds ................................ 173
Turning on or off the Beam Receive
feature ............................................ 174
Entering owner information ......... 175
®
Creating Graffiti ShortCuts ........ 176
Setting the High Resolution Assist
function ......................................... 178
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About this manual
Welcome to the Sony Personal Entertainment Organizer (referred to as the
“CLIE handheld” in this manual).
Your CLIE handheld comes with three manuals:
Read This First
Read This First gives an overview of your CLIE 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 CLIE
handheld and the Personal Information Management applications that come
with it.
The manual shows you how to:
I Turn your CLIE handheld on and off, reset your CLIE handheld, and
enter data, explained in greater detail (Chapter 1)
I Use Personal Information Management applications: Date Book,
Address Book, To Do List, Memo Pad, Expense, and Calculator
(Chapter 2)
I Perform a HotSync® operation with your computer (Chapter 3)
I Exchange data with another handheld by beaming or via “Memory
Stick®” media (Chapter 4)
I Personalize your CLIE handheld with your own preferences settings
(Chapter 5)
I Maintain your CLIE 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:
I Audio Player/OpenMG Jukebox/RealJukebox
I PictureGear Pocket/PictureGear 4.3Lite
I gMovie
I MS Autorun
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Chapter 1
Basic operations of your Sony CLIE Handheld
This chapter explains how to turn on and off your CLIE handheld, enter data, and
perform other basic operations.
Contents
Turning on and off your Sony CLIE Handheld ................................................9
Using the stylus ...........................................................................................10
Using the Jog Dial™ navigator ...................................................................12
Entering data into your Sony CLIE Handheld ...............................................13
®
Using Graffiti writing to enter data ......................................................13
Using the onscreen keyboard .................................................................22
Using your computer keyboard ..............................................................24
Changing the frontlight level ......................................................................25
Resetting your Sony CLIE Handheld ............................................................26
Performing a soft reset ..........................................................................26
Performing a hard reset .........................................................................27
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Turning on and off your Sony CLIE Handheld
Turning on your CLIE handheld
Press the POWER button.
Your CLIE handheld is turned on, and the last screen you viewed is
displayed.
HOLD switch
Press the POWER button.
When you turn on your CLIE handheld for the first time, the Setup screen
appears.
Note
If the power is not turned on, make sure that the HOLD switch is not in the protect
position.
Turning off your CLIE handheld
Press the POWER button again.
The power is turned off. You do not have to save data, quit an application
or perform any of the other shutdown procedures that your computer
requires.
Note
If you press the POWER button and hold it down for two seconds or longer, you can
turn the frontlight on the screen on or off.
Chapter1 Basic operations of your Sony CLIE Handheld
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Using the stylus
With your CLIE 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 CLIE handheld.
Pull it out when using your CLIE handheld.
Take out the stylus.
To avoid losing the stylus, always put it back into its holder on your CLIE
handheld after use.
Tapping
When you enter characters on the screen keyboard of your CLIE handheld,
open an application, or select an item, press lightly on the desired button or
icon with the stylus.
Press lightly (tap) on the screen
This action is called “tapping.”
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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 CLIE handheld. Press the stylus lightly on the item and move it along
the screen surface.
Touch the desired item on the screen
with the stylus and move it along the
screen surface (drag).
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 165 for details.
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Using the Jog Dial™ navigator
Your CLIE handheld is equipped with a Jog
DialTM navigator, which allows you to perform all
major operations without the stylus. You can
operate your CLIE handheld using the Jog Dial
navigator with just one hand.
The icon of any application that supports Jog Dial
mark
navigator operations is marked with the
Dial navigator mark.
Jog
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 167.
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.
Chapter1 Basic operations of your Sony CLIE Handheld
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Entering data into your Sony CLIE Handheld
®
Using Graffiti writing to enter data
This section explains the procedures for creating letters, numbers, punctuation,
®
and symbols, as well as teaching you some Graffiti tips and tricks.
What is Graffiti writing?
Most people find they can enter text quickly and accurately with only
minutes of practice. Graffiti writing includes any character you can type on a
standard keyboard. The Graffiti strokes closely resemble the upper case
letters of the regular alphabet, which makes Graffiti writing easy to learn.
There are four basic concepts for success with Graffiti writing:
• If you draw the character shape exactly as shown in the tables later in this
chapter (like the shapes shown in the following diagram), you can
achieve 100% accuracy.
Graffiti writing examples:
A, B, C, D, and E
• 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 CLIE 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.
Write letters here
Write numbers here
Division marks
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Entering data in your Sony CLIE Handheld
Writing Graffiti letters
Tap where you want your text to go.
1
Note
You need to tap above the Graffiti writing area, and you must see a flashing
cursor before you write the text.
Use 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".
2
Note
There are two different stroke shapes available for some letters. For these letters,
choose the one that's easiest for you.
Lift stylus here
Start stroke at heavy dot
As you will see later, you use the same shape to create both the upper
case and lower case version of a letter.
Position the stylus in the left-hand side of the Graffiti writing
area.
3
Position the stylus
Start your stroke at the heavy dot and draw the stroke shape
as it appears in the tables.
4
Lift the stylus from the screen at the end of the stroke shape.
5
That is all there is to it. When you lift the stylus from the screen, your
CLIE 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.
Continued on next page
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Entering data in your Sony CLIE Handheld
Note
You must begin the character strokes in the Graffiti writing area. If you do not
make Graffiti strokes in the Graffiti writing area, your CLIE 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.
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Entering data in your Sony CLIE Handheld
Writing Graffiti alphabet
Draw Graffiti letters according to the following alphabet in the left-hand
side of the Graffiti writing area.
A
B
C
D
E
F
N
O
P
Q
R
S
G
H
I
T
U
V
W
X
Y
Z
J
K
L
M
Space
BackSpace
Period
CarriageReturn
Tap twice
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16
Entering data in your Sony CLIE Handheld
To write capital letters
Shift to caps and then you can make capital letters with the same stroke
shapes as the basic alphabet characters.
IITo draw the first letter of a word as a capital letter
Use the Caps Shift stroke .
Caps Shift
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.
I To enter only capital letters (Caps Lock)
Use the Caps Lock stroke
.
Caps Lock
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
1
2
3
4
5
6
7
8
9
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Entering data in your Sony CLIE Handheld
Writing punctuation marks
Make a single tap on the Graffiti writing area to activate Punctuation Shift.
The next stroke you make anywhere in the Graffiti area (the letters or
numbers side) creates a punctuation mark.
Punctuation Shift
(.) Period
(—) Dash
(,) Comma
( ( ) Left Paren
( ) ) Right Paren
(/) Slash
(‘) Apostrophe
(?) Question
(!) Exclamation
(@) At
($) Dollar
(\) Back slash
({) Left brace
(}) Right brace
([) Left square bracket
(]) Right square bracket
(-) Swung dash
(\) Grave accent
(;) Semicolon
(:) Colon
(#) Number
(%) Percent
(^) Circumflex
(&) Ampersand
(*) Asterisk
(<) Left angle bracket
(>) Right angle bracket
(_) Under bar
(“) Ditto
Tab
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Entering data in your Sony CLIE Handheld
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.
Symbol Shift
(•) Bullet
x
(™) Trademark
÷
(®) Registered
=
(©) Copyrighted
(¢) Cent
(¥) Yen
(£) Pound
(‘) Left single quotation
(’) Right single quotation
(“) Left double quotation
(”) Right double quotation
(§) Section
¿
¡
ß
µ
(º) Degree
+
ƒ
ø
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Entering data in your Sony CLIE Handheld
Writing accented characters and non-English characters
To create accented characters, draw the stroke normally used to create the
letter, followed by an accent stroke. Graffiti writing then adds the accent to
the letter.
To enter “é,” for example, draw
à è ì ò ù
and then
.
á é í ó úy´
ã õ ñ
å
â ê î ô û
ä ï ö ü ÿ
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.
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Entering data in your CLIE 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 176).
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
stamps.
and dts (
,
, and ) , you can enter date and time
Data stamp
Time stamp
ds
ts
Breakfast
Lunch
br
lu
di
Date/time stamps dts
Meeting me
Dinner
Chapter1 Basic operations of your Sony CLIE Handheld
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21
Entering data in your Sony CLIE Handheld
Using the onscreen keyboard
You can open the onscreen keyboard any time you need to enter text or
numbers into your CLIE handheld. Note that you cannot enter Graffiti
characters while using the onscreen keyboard.
To use the onscreen keyboard:
Open any application (such as Memo Pad).
1
Tap any record, or tap New.
2
Tap "a" to open the alphabetic keyboard, or tap "1" to open
the numeric keyboard.
3
The selected keyboard is displayed.
Tap here for the numeric keyboard
Tap here for the alphabetic keyboard
Continued on next page
Chapter1 Basic operations of your Sony CLIE Handheld
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Entering data in your Sony CLIE Handheld
Alphabetic
Tab
Backspace
Caps lock
Carriage return
Caps shift
Tap here to display alphabetic keyboard
Numeric
International
Tap here to display international
keyboard
Tap here to display numeric
keyboard
Select the desired keyboard and tap the characters to enter
text and numbers.
You can use the online 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.
4
5
After you finish, tap Done to close the onscreen keyboard
and place the text in the record.
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Entering data in your Sony CLIE Handheld
Using your computer keyboard
If you have a lot of data to enter, or prefer to use the computer keyboard,
you can use Palm™ Desktop for CLIE 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 CLIE handheld.
All the main applications on your CLIE handheld are also available in Palm
Desktop for CLIE software and in most PIMs, so you don't need to learn
different applications.
Refer to the Palm Desktop for CLIE 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
CLIE 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 Sony software, and then perform a HotSync operation to transfer
the data to your CLIE handheld. For details, see “Chapter 3: Exchanging and
®
updating data using a HotSync operation.”
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Changing the frontlight level
You can turn the frontlight on the screen off or on or adjust the frontlight
level according to the lighting conditions or temperature of the environment
where you use your CLIE handheld.
Turning the frontlight off and on
Press and hold down the POWER button for more than two seconds to turn
the frontlight off or on.
Adjusting the frontlight level
Even with the frontlight on, you may need to further adjust the brightness
on the screen.
You can use the onscreen brightness control to adjust the frontlight level.
Tap 8.
1
Tap this icon.
The adjustment control screen is displayed.
To change the level in small increments, tap to the left or
right.
2
To change the brightness level in larger increments, drag the
slider to the left or right.
Tip
You can also press the scroll button to move the slider incrementally.
Tap Done.
3
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Resetting your Sony CLIE Handheld
Under normal circumstances, you will not have to reset your CLIE
handheld.
On rare occasions, however, your CLIE 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 CLIE handheld running again.
Performing a soft reset
A soft reset tells your CLIE handheld to stop what it’s doing and start over
again. All records and entries stored in your CLIE handheld are retained
with a soft reset.
Take out the reset tip by unscrewing the metal barrel from
the stylus quill.
1
Use the reset tip to gently press the reset button inside the
hole on the back panel of your CLIE handheld.
2
The system shuts down and then restarts.
After restarting, the system displays “Palm Computing Platform,”
“CLIE,” and “Sony,” followed by the preferences screen for setting the
time and date.
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Resetting your Sony CLIE Handheld
Performing a hard reset
If the soft reset does not solve the problem, you need to perform a hard reset
to restart your CLIE handheld.
Note
With a hard reset, all records and entries stored in your CLIE handheld are erased.
Only perform a hard reset if a soft reset does not solve your problem.
If you save a backup of your CLIE handheld data on your computer, you can restore
®
any data previously synchronized with your computer during the next HotSync
operation.
Hold down the POWER button on your CLIE handheld.
1
While holding down the POWER button, use the reset tip to
gently press and release the reset button.
2
The Palm Computing Platform window is displayed
Release the POWER button.
A message warning that you are about to erase all the data stored on
your CLIE handheld is displayed.
3
Press the upper half of the scroll button on the front panel of
your CLIE handheld.
4
Your CLIE handheld undergoes a hard reset.
After a hard reset, only the current data 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.
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Chapter 2
Using basic applications
This chapter describes how to do tasks that are specific or common to the basic
applications of your CLIE handheld: Date Book, Address Book, To Do List, Memo Pad,
Expense, 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
Managing expenses (Expense) .............................................................79
Using Calculator (Calc).........................................................................89
Performing common tasks ...........................................................................91
Using the Application Launcher .............................................................91
Categorizing records..............................................................................95
Finding records......................................................................................98
Protecting your data (Security) .............................................................102
Attaching notes ...................................................................................108
Purging records ...................................................................................109
Using the Edit menu ............................................................................110
Choosing fonts ....................................................................................111
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Managing schedules and events (Date Book)
Date Book lets you quickly and easily schedule appointments or any activity
associated with a date or a date and time. A record in Date Book is called an
“event.”
Note
If the HOLD switch is in the protect position, you cannot operate your CLIE handheld.
Scheduling an event
Scheduling an event for the current date
Press the Date Book
Date Book starts up. Today’s schedule is displayed with a list of times for
a standard business day.
button on the front panel.
1
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.
Tap the time line that corresponds to the beginning of the
event.
2
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29
Managing schedules and events (Date Book)
Enter a description of the event.
You can enter a description or note up to 255 characters in length.
3
If 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.
4
Do one of the following to set the duration of the event:
5
• 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.
Tap OK.
6
Tap a blank area of the screen to deselect the event.
A vertical line appears next to the time, indicating the duration of the
event.
7
Continued on next page
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Managing schedules and events (Date Book)
Tip
You can open the Set Time dialog box (to select a start time) by writing a number on
the number side of the Graffiti writing area and making sure no event is selected.
To schedule an untimed event
In step 5, tap No Time. A new untimed event is displayed in the first line in
Date Book with a ♦ mark.
Scheduling a timed event for another date
Press the Date Book
Date Book starts up.
button on the front panel.
1
2
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.
Follow the steps for “Scheduling an event for the current
date.”
3
Continued on next page
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31
Managing schedules and events (Date Book)
Tip
You can also use the scroll button on the front panel to move forward or backward
one day or one month at a time.
To schedule an untimed event
In step 3, tap New and then tap No Time. Then follow the steps for
“Scheduling an event for the current date.”
Tip
You can create a new untimed event by making sure no event is selected and then
writing letters in the Graffiti writing area. When you start writing, the untimed event
appears at the top of the screen.
Scheduling repeating or continuous events
The Repeat function lets you schedule events that recur at regular intervals
or extend over a period of consecutive days.
Examples of repeating or continuous events
• Birthday: an event that repeats annually
• Weekly guitar lesson: an event that falls on the same day of the week and
the same time of day
• Business trip or vacation: a continuous event
Press the Date Book
Date Book starts up.
button on the front panel.
1
Tap the description of the event.
2
3
Tap Details.
The Event Details dialog box appears.
Continued on next page
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32
Managing schedules and events (Date Book)
Tap Repeat.
The Change Repeat dialog box appears.
4
Tap Day, Week, Month, or Year to set how often the event
repeats.
5
For a continuous event, tap Day.
Enter a number that corresponds to how often you want the
event to repeat on the Every line.
6
I When you tap Week: Tap a letter representing each day of the week on
Repeat on line to specify the day you want the event to repeat.
Continued on next page
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Managing schedules and events (Date Book)
I 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.
To 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.
7
The Ending On screen appears.
Tap the end date on the screen.
The Change Repeat screen appears again.
8
Tap OK.
9
The Event Details screen appears again.
Continued on next page
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Managing schedules and events (Date Book)
Tap OK.
10
The Date Book screen is displayed again.
Make sure that the repeat
event.
icon is displayed to the far right of the
Notes
• If you change the start date of a repeating event, your CLIE handheld
calculates the number of days you moved the event. Your CLIE 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 CLIE 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 CLIE 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 CLIE
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.
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35
Managing schedules and events (Date Book)
Checking schedules
Displaying the Day view
You can display and check the events for a specific day.
Press the Date Book
Date Book starts. Today’s schedule is displayed.
button on the front panel.
1
2
Rotate 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:
Tap the desired view icon.
•
•
•
•
: Day view
: Week view
: Month view
: Agenda view
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Managing schedules and events (Date Book)
Displaying the Week view
Week view displays a calendar of your events for an entire week. This view
lets you quickly review your appointments and available time slots. In
addition, the graphical display helps you spot overlaps and conflicts in your
schedule.
Press Date Book
Date Book starts up.
button on the front panel.
1
2
Press the Jog Dial navigator repeatedly or tap the
view icon.
Week
The Week view appears. This screen shows untimed events or available
time slots.
Rotate the Jog Dial navigator to select the day that you want
to review.
3
4
Press the Jog Dial navigator.
The details of the selected event are displayed.
Continued on next page
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37
Managing schedules and events (Date Book)
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.
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.
b
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Managing schedules and events (Date Book)
Displaying the Month view
The Month view screen shows which days have events scheduled. Dots and
lines in the Month view indicate events, repeating events, and untimed
events.
Press the Date Book
Date Book starts up.
button on the front panel.
1
2
Press the Jog Dial navigator repeatedly or tap the
view icon.
Month
The Month view screen appears.
Rotate the Jog Dial navigator to select the day that you want
to review.
To select the next day, rotate the Jog Dial navigator.
3
4
Press 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 CLIE 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.
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39
Managing schedules and events (Date Book)
Displaying the Agenda view
The Agenda view shows you your appointments, untimed events, and To
Do List items in a single screen. As well as checking the detailed information
on an event, you can also use the Agenda view to check off completed To Do
List items.
Press the Date Book
Date Book starts up.
button on the front panel.
1
2
Press the Jog Dial navigator repeatedly or tap the
view icon.
Agenda
The Agenda view screen appears. Today’s schedule and To Do List is
displayed.
Rotate the Jog Dial navigator to select the day that you want
to review.
3
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.
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40
Managing schedules and events (Date Book)
Changing Date and Time view
Tap and hold the date in the title bar of Date Book.
The current time appears.
b
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.
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Managing schedules and events (Date Book)
Editing Date Book events
Changing a date or time for an event
On the Date Book screen, tap the event you want to edit.
1
Tap Details.
The Event Details dialog box appears.
2
• To change the time, tap the Time box and select a new
time.
3
The Set Time dialog box appears. Tap the Set 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.
Tap OK.
4
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Managing schedules and events (Date Book)
Changing a timed event to an untimed event
On the Date Book screen, tap the event you want to edit.
1
Tap Details.
2
Tap the Time box.
The Set Time screen appears.
3
Tap No Time and then tap OK.
The Event Details screen appears.
4
Tap OK.
5
The untimed event is displayed in the first line with the untimed IImark.
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Managing schedules and events (Date Book)
Setting an alarm for an event
The Alarm setting enables you to set an audible alarm for events in your
Date Book. You can set an alarm to sound minutes, hours, or days before an
event. The default Alarm setting is 5 minutes before the time of the event,
but you can change this to any number of minutes, hours, or days.
When you set an alarm, an alarm
with the alarm.
icon appears to the far right of the event
On the Date Book screen, tap the event to which you want to
assign an alarm.
1
2
3
Tap Details.
The Event Details dialog box appears.
Tap the Alarm check box to select it.
The alarm is set.
Tap the arrow V to select the time unit from among Minutes,
Hours, or Days.
4
5
6
Tap the “5” next to the Alarm check box and enter any
number from 0 to 99 as the number of time units.
Tap OK.
Continued on next page
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44
Managing schedules and events (Date Book)
Setting an alarm for an untimed event
You can set a silent alarm for an untimed event. In this case, the alarm
triggers at the specified period of minutes, hours, or days before midnight
(beginning) of the day of the untimed event. No audible alarm sounds for an
untimed event. The reminder message appears onscreen instead.
Example: When you set an alarm for an untimed event that occurs on
February 4 and if the alarm is set for 5 minutes, the reminder message
appears at 11:55 PM on the night of February 3. The reminder remains
onscreen until you turn on your handheld and tap OK to erase it.
Making an event private
You can hide records that you mark as private. If you define a password for
your CLIE handheld, you must enter it to display private records.
On the Date Book screen, tap the event you want to mark as
private.
1
Tap Details.
The Event Details dialog box appears.
2
Tap the Private check box.
3
Tap OK.
4
The event is marked as private. For hiding or masking private events, see
“Protecting your data (Security)” on page 102.
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Managing schedules and events (Date Book)
Deleting events
You can delete existing events in Date Book.
Note
If you delete the contents of a repeating event, all the related events will be deleted.
When deleting an event in Delete Event dialog box, you can delete a single event as an
exception or all the related events.
On the Date Book screen, tap the event you want to delete.
1
Tap Details.
2
Tap Delete.
The Delete Event dialog box appears.
3
Tap OK to delete the event.
The selected event is deleted. To cancel deletion, tap Cancel.
4
Tip
If you select the “Save archive copy on PC” check box, the deleted date will be
saved onto the Palm™ Desktop for CLIE software on your computer during the
®
next HotSync operation.
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Managing schedules and events (Date Book)
Using the Date Book menus
This section explains the menu commands specific to Date Book. For the Edit
menu, see “Using the Edit menu” on page 110.
Record menus
New Event
Delete Event
Attach Note
Delete Note
Purge
Creates a new event. The Set Time dialog box for selecting the start
and end times is displayed.
Deletes the currently selected event. The Delete Event dialog box
appears.
Attaches notes to the current event. This menu opens up a dialog box
for entering comments.
Deletes notes from the current event. The Delete Note dialog box is
displayed.
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 are restored and saved in the
Palm Desktop for CLIE software on your computer at the next
HotSync operation. To delete the events completely, deselect the
check box ( ) for “Save archive copy on PC” in the Purge dialog
box .
Beam Event
Sends the current event to another CLIE handheld via the infrared
communications port.
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Managing schedules and events (Date Book)
Options menus
Font
You can select a desired font in the Select Font dialog box.
Preferences
• Start/End Time: Defines the start and end times for Date Book
screens. If the time slots you select do not fit on one screen, you can tap
the scroll arrows to scroll up and down.
• Alarm Preset: Automatically sets an alarm for each new event. The
silent alarm for untimed events is defined by minutes, days, or hours
before midnight of the date of the event.
• Alarm Sound: Sets the tone of the alarm.
• Remind Me: Defines how many times the alarm sounds. The choices
are Once, Twice, 3 Times, 5 Times, and 10 Times.
• Play Every: Defines how often the alarm sounds. The choices are
Minute, 5 minutes, 10 minutes, and 30 minutes.
Display Options
Changes the Date Book’s appearance and which events display.
• Show Time Bars: Activates the time bars that appear in the Day
view. The time bars show the duration of an event and illustrates
event conflicts.
• Compress Day View: Controls how times appear in the Day view.
When Compress Day view is off, all time slots are displayed. When it
is on, start and end times display for each event, but blank time slots
toward the bottom of the screen disappear to minimize scrolling.
• Month View settings: These check boxes apply to the Month view
of Date Book. You can activate any or all of these settings to show
that you have Timed, Untimed, or Daily Repeating events in the
Month view only.
Phone Lookup
Security
The Phone Number Lookup screen appears. If there is an Address
Book entry, you can look up the phone number of the selected item.
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.
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Managing addresses and phone numbers
(Address Book)
Address Book lets you keep names, addresses, telephone numbers, and
other information about your personal or business contacts.
An item in Address Book is called an “entry.”
Note
If the HOLD switch is in the protect position, you cannot operate your CLIE
handheld.
Creating a new Address Book entry
Press the Address Book
The Address screen is displayed.
button on the front panel.
1
Note
Press the Address Book button repeatedly to cycle through the categories in
which you have entries.
Tap New.
The Address Edit screen appears.
2
b
Enter 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.
3
4
Tap 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
.
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49
Managing addresses and phone numbers (Address Book)
Enter the first name in the First name field.
5
Repeat steps 4 and 5 to enter the other items of information
that you want to include.
6
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.
To move to the next page of information, tap the scroll arrow
V on the bottom-right corner of the screen.
7
After you finish entering all the necessary information, tap
Done.
8
The Address screen is displayed again.
Tip
You can also use the Palm™ Desktop software to create entries on your computer and
®
then download them to your CLIE handheld with your next HotSync operation. See
®
“Performing a local HotSync operation with the cradle” on page 114 for details.
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Managing addresses and phone numbers (Address Book)
Viewing Address Book entries
Press the Address Book
The Address screen is displayed, listing your current entries.
button on the front panel.
1
2
Rotate the Jog Dial™ navigator to select the address record
you want to view.
If the desired address record is not displayed, rotate the Jog Dial
navigator further to scroll up or down the entire list.
Press the Jog Dial navigator.
The Address View screen of the selected record is displayed.
3
To return to the list of address entries, press the Jog Dial
navigator again or press BACK.
4
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 and display every third screen.
•You can also use the stylus to tap the onscreen scroll arrows to scroll to the entry.
To view an image pasted to an address record
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 On the Address View screen. The next or
previous page within the data is displayed.
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Managing addresses and phone numbers (Address Book)
Viewing addresses by category
Press the Jog Dial navigator when the address list is displayed but
none of the listed entries are selected.
Each time you press the Jog Dial navigator, the display toggles through all
the available categories.
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.
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Managing addresses and phone numbers (Address Book)
Sorting the address entries in the list
You can sort the address entries in your desired order: listing by last and
then first name, or listing by company and then last name. The address
entries will be displayed in the selected order when you start Address Book.
Any changes in the address order, however, do not affect the original
address entries.
Press the Address Book
The Address screen is displayed, listing your current entries.
button on the front panel.
1
2
Tap the Menu
icon.
Address Book menu is displayed.
Tap Options, and then tap Preferences.
The Address Book Preferences dialog box appears.
3
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.
4
5
Tap 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.
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Managing addresses and phone numbers (Address Book)
Looking up an address record
The Look Up feature helps you to quickly scroll to any of your address
entries.
On the Address Book list screen, enter the first letter of the
entry you want to find.
1
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.
Tap the entry you want to view or press the Jog Dial
navigator.
2
The entry you selected is shown.
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Managing addresses and phone numbers (Address Book)
Editing Address Book entries
Pasting an image to an address record
You can paste an image to the address information. Paste a photograph of a
person or restaurant, for example, as a reminder of an address record.
To paste an image, install the PictureGear™ Pocket software onto your CLIE
handheld. For installation, see “Installing add-on applications onto your
Sony CLIE Handheld” in the Read This First manual.
Tap the address record to which you want to paste an image
in the address list.
1
The Address View screen of the selected address record appears.
Tap Edit.
The Address Edit screen appears.
2
Tap No Image in the upper right of the screen.
3
Tap No Image.
The PG Pocket screen appears.
Continued on next page
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Managing addresses and phone numbers (Address Book)
Tap the image you want to paste.
The image you selected is pasted to the address information.
4
Tap Done.
The Address screen is displayed again.
5
A camera
icon is attached to the record that has the pasted image.
A camera
icon
Note
If you use the Palm Desktop software to change the category of the address
record that has a pasted image, the image will no longer be associated with the
address record after the next HotSync operation. To edit an address record with a
pasted image, use the Address Book application in your CLIE handheld.
To change the image
Tap the Menu
icon and select Another Image. Perform steps 4 and 5.
To remove the image
Tap the Menu
icon and select No Image.
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Managing addresses and phone numbers (Address Book)
Modifying an address record
You can modify part of the address record.
On the Address Book list screen, tap the entry you want to
modify.
1
The Address View screen of the selected record appears.
Tap Edit.
The Address Edit screen appears.
2
Tap the field that you want to edit.
You can edit the tapped field.
3
Edit the entry.
4
When modification is complete, tap Done.
The Address screen is displayed again.
5
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 record. 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.
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Managing addresses and phone numbers (Address Book)
Duplicating an address record
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 record appears.
1
Tap the Address View title bar.
The Address Book menu is displayed.
2
Tap Duplicate Address from the Record menu.
The entry you selected in Step 2 is copied.
3
The word “Copy” is added to the end of the name field of the copied
information.
Tap Done.
The Address screen is displayed again.
4
Note
The pasted image is not duplicated.
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Managing addresses and phone numbers (Address Book)
Deleting an address record
On the Address Book list screen, tap the entry you want
to delete.
1
The Address View screen of the selected record appears.
Tap Edit.
The Address Edit screen appears.
2
Tap Details.
The Address Entry Details dialog box appears.
3
Tap Delete.
The Delete Address dialog box appears.
4
Tap OK to delete the entry.
The selected record is deleted. To cancel deletion, tap Cancel.
5
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.
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Managing addresses and phone numbers (Address Book)
Changing the address record 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.
1
Tap Edit.
The Address Edit screen appears.
2
Tap Details.
The Address Entry Details dialog box appears.
3
Change desired settings.
4
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 102.
Tap OK.
The address record details are saved.
5
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Managing addresses and phone numbers (Address Book)
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 110. The Record and Options
menus differ depending on whether you are displaying the Address List
screen or the Address View screen.
Record menus
Duplicate Address
Makes a copy of the current record and displays the copy in Address
Edit so you can make changes to the copied record. The copy has the
same category and attached notes as the original record.
Beam Address
Sends all the address entries in the currently selected category to
another Sony 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
Sony handhelds with ease.
Delete Address
Deletes the current address record. The Delete Address dialog box
appears.
Note
By default, the records that you delete are restored and saved in Palm
Desktop for CLIE software on your computer at the next HotSync
operation. To delete the records completely, deselect the check box
(
) for “Save archive copy on PC” in the Delete Event dialog box .
Attach Note
Delete Note
Adds comments to the current address record. Choosing this menu
opens up a screen for entering comments.
Deletes comments from the current address record. 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 record on a business card.
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Managing addresses and phone numbers (Address Book)
Options menus
Font
You can select a desired font in the Select Font dialog box .
Preferences
Remember last category: Determines how Address Book appears
when you return to it from another application. If you select this check
box, Address Book shows the last category you selected. If you clear
it, Address Book displays All category.
Rename Custom Fields These custom fields appear at the end of the Address Edit screen.
Rename them to identify the kind of information you enter in them.
The names you give the custom fields appear in all entries.
Security
Hides the current record unless the password is entered. You can
select the view option among Show Records, Mask Records, or Hide
Records.
About Address Book Shows the version information for Address Book.
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Managing tasks and things to do
(To Do List)
A To Do List is a reminder of some task you have to complete. A record in
To Do List is called an “item.”
Note
If the HOLD switch is in the protect position, you cannot operate your CLIE
handheld.
Creating To Do List items
Press the To Do List
To Do List opens and displays the category of items you last viewed.
button on the front panel.
1
2
Note
Press the To Do List application button repeatedly to cycle through the categories
in which you have items.
Tap New.
A new To Do item is added to To Do List.
b
Enter the text of the To Do item.
You can enter multiple lines of text.
3
4
Tap 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.
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Managing tasks and things to do (To Do List)
Viewing To Do List items
You can check the items you recorded in To Do List.
Press the To Do List
The To Do screen appears.
button on the front panel.
1
2
3
Rotate the Jog Dial™ navigator to select the To Do List item
that contains the note you want to view.
Press 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.
Press the Jog Dial navigator.
The To Do List box reappears.
4
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.
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Managing tasks and things to do (To Do List)
Checking off a To Do List item
You can check off a To Do List item to remind you that you’ve completed it.
You can set To Do List to record the date that you complete 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.
Press the To Do List
The To Do screen appears.
button on the front panel.
1
2
Tap to select the check box on the left side of the item.
The check box changes to
.
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65
Managing tasks and things to do (To Do List)
Working with To Do List
Setting the priority of an item
The priority setting for items lets you arrange the tasks in your To Do List
according to their importance or urgency. The default setting for To Do List
is to arrange items by priority and due date, with priority 1 items at the top.
If you have a number of items in your list, changing an item’s priority
setting may move its position in the list.
On the To Do List screen, tap the Priority number on the left side of the item
and then tap the desired Priority number.
You can select the Priority numbers 1 through 5, with 1 being the most
important.
b
Tip
You can also set the priority from the To Do Item Details dialog box.
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Managing tasks and things to do (To Do List)
Setting the due date for an item
You can associate a due date with any To Do List item. You can also sort the
items that appear in the list based on their due date.
On the To Do List screen, tap the text of the item whose due
date you want to set.
1
Tap Details.
2
Tap the arrow V next to Due Date and then tap a desired due
date from the drop-down list.
3
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.
Tap OK.
4
Tip
If you turn on the Show Due Dates option in the To Do Show options dialog box, you
can tap directly on the due date in To Do List to select a desired due date.
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Managing tasks and things to do (To Do List)
Deleting an item
You can delete items from To Do List.
On the To Do List screen, tap the item you want to delete.
1
Tap Details.
The To Do Item Details dialog box appears.
2
Tap Delete.
The Delete To Do dialog box appears.
3
Tap OK to delete the item.
The selected event is deleted. To cancel deletion, tap Cancel.
4
Tip
If you check the “Save archive copy on PC” check box, the deleted item will be
saved onto the Palm Desktop for CLIE software on your computer during the
®
next HotSync operation.
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Managing tasks and things to do (To Do List)
Changing the appearance of To Do List
The Show Options dialog box enables you to control the appearance of To
Do List.
On the To Do List screen, tap Show.
The To Do Preferences screen appears.
1
Change the Show Options settings.
You can choose any of the following settings:
2
• 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.
Tap OK.
3
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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 110.
Record menus
Delete Item
Attach Note
Deletes the current To Do item. The Delete To Do dialog box appears.
Adds comments to the current To Do item. Choosing this menu item
opens up a screen for entering comments.
Delete Note
Purge
Deletes comments from the current To Do item. Choosing this menu
item opens up the Delete Note dialog box.
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 CLIE handheld.
Note
By default, the items that you purge are restored and saved in Palm
Desktop for CLIE software on your computer at the next HotSync
operation. To delete the items completely, deselect the check box (
)
for “Save archive copy on PC” in the Purge dialog box .
Beam Item
Sends the current To Do item to another Sony handheld via the infrared
communications port.
Beam Category
Sends all the To Do items in the currently selected category to another
Sony 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.
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Creating memos (Memo Pad)
You can use Memo Pad to make brief memos on your CLIE 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.”
Note
If the HOLD switch is in the protect position, you cannot operate your CLIE handheld.
Creating a new memo
A memo can contain up to 4,000 characters. The number of memos you can
store is limited only by the memory available on your Sony handheld.
Press the Memo Pad
button on the front panel.
1
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.
Tap New.
A new memo is created.
2
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Creating memos (Memo Pad)
Enter the text you want to appear in the memo.
To move down to a new line, tap the Enter key when using the software
3
keyboard or write
when using Graffiti writing.
Tap Done or press the BACK button when you finish.
The first line of the memo is displayed.
4
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.
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Creating memos (Memo Pad)
Reviewing memos
The first line of a memo appears in the Memo List. This makes it easy to
locate and review your memos.
Press the Memo Pad
button on the front panel.
1
2
Memo Pad starts and the Memo list is displayed.
Rotate 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.
Press 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.
3
4
Press the Jog Dial navigator.
The Memo list is displayed again.
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Creating memos (Memo Pad)
Viewing memos by category
Press the Jog Dial navigator when the memo list is displayed but
no memo is selected.
Each time you press the Jog Dial navigator, the display toggles through all
the available categories.
Selecting the desired category from the categories list
Tap the arrow V at the upper right corner of the screen to display the category list.
You can select the desired category from the list.
Sorting memos
You can change the order in which Memo Pad shows your memos.
Press the Memo Pad
button on the front panel.
1
Memo Pad starts and the Memo list is displayed.
Tap the Menu
A menu of commands appears.
icon.
2
3
Tap Options, and then tap Preferences.
The Memo Preferences dialog box appears.
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74
Creating memos (Memo Pad)
Tap the desired order of the memos in the Sort by field.
4
•Manual: Sorts the memos manually.
•Alphabetic: Sorts the memos in numerical and then alphabetical
order.
Tap OK.
5
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 CLIE software. Consequently, the memo order in Memo Pad may
differ from that in the Palm Desktop for CLIE software.
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Creating memos (Memo Pad)
Editing memos
Deleting a memo
You can delete an unnecessary memo from Memo Pad.
On the Memo Pad screen, tap the memo you want to delete.
The contents of the memo you tapped appears.
1
Tap Details.
The Memo Details dialog box appears.
2
Tap Delete.
The Delete Memo dialog box appears.
3
Tap OK to delete the memo.
The selected record is deleted. To cancel deletion, tap Cancel.
4
Tip
If you select the “Save archive copy on PC” check box, the deleted memo will be
saved onto the Palm Desktop for CLIE software on your computer during the
®
next HotSync operation.
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Creating memos (Memo Pad)
Categorizing a memo
You can categorize your memo. In step 3 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 CLIE handheld, you must enter it to display private
records.
On the Memo Pad screen, tap the memo you want to
mark as private.
1
Tap Details.
The Memo Details dialog box appears.
2
Tap and select the Private check box.
3
Tap OK.
4
The memo is marked as private. For details on hiding or masking
private events, see “Protecting your data (Security)” on page 102.
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Creating memos (Memo Pad)
Using the Memo Pad menus
This section explains the menu commands specific to Memo Pad. For
the Edit menu, see “Using the Edit menu” on page 110. 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 Sony 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 are restored and saved in
Palm Desktop for CLIE software on your computer at 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 Sony 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
Security
Specifies how the memos are displayed. The Memo
Preferences screen appears.
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.
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Managing expenses (Expense)
You can use Expense for many disbursement purposes such as recording
expenditures for business trips and personal expenses. A record in Expense
is called an “item.”
Recording a new Expense item
Expense allows you to record the date, Expense type, and the amount you
spent. You can sort Expense items into categories or add other information
to an item.
Rotate the Jog Dial™ navigator to select Expense and then
1
press the Jog Dial navigator. Or tap the Expense
the Application Launcher screen.
The Expense screen appears.
icon on
Tap New.
New Expense item is created.
2
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Managing expenses (Expense)
Enter the amount of the expense.
3
Tap –Expense Type– and select an Expense type from the
drop-down list box.
4
The item you entered in Step 4 is saved when you select an Expense Type.
Note
If you do not select an Expense type, the entered data will not be saved.
Tip
You can also create a new Expense item on the Expense screen by writing on the
®
number side of the Graffiti writing area. The first number you write begins your new
Expense item.
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Managing expenses (Expense)
Editing Expense items
Changing the display option
You can change display options of Expense items.
On the Expense screen, tap Show.
The Show Options dialog box appears.
1
Select the desired display mode option.
•Sort by: Tap the arrow V next to Sort by and then select Date or
Type to sort Expense items.
2
•Distance: Tap the arrow V and then select Miles or Kilometers so
that you can display Mileage entries in miles or kilometers.
•Show currency: Shows or hides the currency symbol in the
Expense list.
Tap OK.
3
The Expense items are sorted according the display mode option you
selected.
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Managing expenses (Expense)
Changing the date of an Expense item
The Expense item is initially displayed with the date when it is entered. If
you want to record a past payment date for an Expense item, you can
change the payment date of the item to the correct date.
On the Expense screen, tap the Expense item whose date you
want to change.
1
The date is highlighted.
Tap the date area of the selected Expense item.
The Date screen appears.
2
Tap the desired date.
The date is changed.
3
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Managing expenses (Expense)
Entering receipt details for an Expense item
You can add details to an Expense item in the Receipt Details screen.
On the Expense screen, tap the Expense item to which you
want to assign details.
1
Tap Details.
The Receipt Details dialog box appears.
2
Change the Receipt Details settings
You can choose any of the following options:
3
•Category: Specify the category of the Expense item. The Expense
has two sample categories named “New York” and “Paris” which
may be used to sort Expense items by the destination of the
business trip. To rename an existing category or add a new
category, tap the arrow V and choose a category from the Edit
Categories drop-down list box.
•Type: Tap the arrow V and select an Expense type from the drop-
down list box.
•Payment: Tap the arrow V and select a payment method from the
drop-down list box.
•Currency: Tap the arrow V and select the currency in which you
made the payment. Expense can show a maximum of four
currencies. You can also change the currencies to be displayed.
•Vendor: Enter the name of the vendor associated with Expense.
•City: Enter the name of the payee (normally a company name) and
the name of the city where the company is located. For example,
you may specify “Rose Cafe” as the payee of a business lunch
charge and “Tokyo” as the location.
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Managing expenses (Expense)
•Attendees: Expense opens the Attendees screen which looks like a
memo screen of Memo Pad. In this screen, you can enter the names
of attendees and purposes of expenditures. To display the address
information in Address Book, tap Address Lookup.
Tap OK.
4
Printing an Expense report
®
By performing a HotSync operation to transfer your latest Expense data to
your computer, the Palm™ Desktop for CLIE software makes it easy to print
from a printer connected to your computer. You can use the Expense data as
an Expense report by changing the preferences.
Perform a HotSync operation to transfer the Expense data
from your CLIE handheld to your computer.
1
Select Print from the File menu on the Expense list screen of
the Palm Desktop for CLIE software.
2
The Print dialog box appears.
Change the Print Range options as needed.
3
•Categories displayed: Prints all the Expense items in the categories
displayed. To display the items contained in all the categories,
choose All from the category selection list on the upper right of the
Expense list area (left screen).
•Selected categories: Prints the Expense items in selected categories
only.
Change the Print Options as needed.
4
•Prints only an Expense overview: Prints only daily amounts of
disbursement for each Expense type in a tabular format. Select this
option to use a disbursement record as an Expense report.
•Prints only the Expense data: Prints all disbursement records for
each expense type.
•Prints both: Prints both an overview and disbursement records.
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Managing expenses (Expense)
•Prints currency: Enabled only when printing an Expense overview.
When you click this option, you can calculate the total amounts of a
single currency in a table. This is useful when your data includes
items in several currencies.
•Output comments: When you click this option, you can also print
comments attached to the Expense data.
Click OK.
Printing starts.
5
Notes
• The unit of Travelling Distance is either km. (kilometers) or mi. (miles).
• When you select Prints currency, Travelling Distance values are converted into
amounts of allowances per distance paid when travelling expenses are calculated.
Customizing the Currency list
You can change the currencies and symbols that appear for currencies to be
used in Expense.
To change the currency list
1 On the Expense screen, tap the Expense item whose currency
type you want to change.
2 Tap Details.
The Receipt Details dialog box appears.
3 Tap the arrow V next to Currency and then tap Edit currencies
from the drop-down list.
The Select Currencies dialog box appears.
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Managing expenses (Expense)
4 Tap the arrow V for each Currency and then tap the country
whose currency you want to display in the Currency list.
5 Tap OK to close the Select Currencies dialog box.
6 Tap OK.
To change your default currency
You can change the currency displayed as the default in the Currency list.
1 On the Expense screen, tap the Menu
icon.
The menu is displayed.
2 Tap Options and then Preferences.
The Preferences dialog box appears.
3 Tap the arrow V next to Default Currency and then tap the
currency symbol you want to appear in Expense.
4 Tap OK.
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Managing expenses (Expense)
To create a new currency symbol
If the currency you want to use is not included in the Currency list, you can
create your own custom country and currency symbol.
1 On the Expense screen, tap the Menu
icon.
The menu is displayed.
2 Tap Options and then Custom Currencies.
The Custom Currencies dialog box appears.
3 Tap one of the four country boxes.
The Currency Properties dialog box appears.
4 Enter the name of the country and a currency symbol, and then
tap OK.
Tips
• To use a newly defined currency symbol as a standard currency symbol, it is
necessary to select the target currency symbol in advance in the Preferences option.
• To use a currency symbol only for a specific Expense item, select the currency
symbol in the Receipt Details dialog box of that Expense item.
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Managing expenses (Expense)
Using the Expense menus
This section explains the menu commands specific to Expense. For the Edit
menu, see “Using the Edit menu” on page 110.
Record menus
Delete Item
Deletes the current Expense item. The Delete Expense dialog box
appears.
Note
By default, the items that you delete are restored and saved in Palm
Desktop for CLIE software on your computer at the next HotSync
operation. To delete the items completely, deselect the check box
(
) for “Save archive copy on PC” in the Delete Expense dialog
box.
Purge
Allows you to delete any category that is no longer used from the
Expense category set. Run this command to save memory if you find
too many Expense items in your CLIE handheld.
Options menus
Preferences
• Use automatic fill: Lets you select an Expense type by writing the
first letter of an Expense type in the Graffiti writing area. For
example, if you write the letter “T,” it enters the “Taxi” Expense
type. Writing “T” and then “E” enters “Telephone” which is the first
Expense type beginning with the letters “TE.”
• Default Currency: Specifies the currency to be displayed as the
default currency.
Custom Currencies
About Expense
You can create and add a new currency if you cannot find the
currency you want to use in Expense.
Shows the version information for Expense.
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Using Calculator (Calc)
Calculating with Calculator
Calculator lets you perform general mathematical functions, such as
addition, subtraction, multiplication, and division.
Do either of the following to start the Calculator:
1
•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.
Perform calculations using Calculator.
To use Calculator, tap the numbers and symbol icons on the screen with
the stylus.
2
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Using Calculator (Calc)
Using the Calculator buttons
Calculator has several buttons to help you perform calculations.
CE
Clears the last number you entered. Use this button if you make a mistake while
entering a number in the middle of a calculation. This button enables you to re-enter the
number without starting the calculation over.
C
Clears 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
MC
Recalls the stored value from memory and inserts it in the current calculation.
Clears any value that is stored in the Calculator memory.
Using the Calculator menus
Copy, Paste
Copies a number from Calculator and pastes it into another
application. Similarly, you can also paste numeric values you copied
from another application such as Expense into Calculator.
Recent Calculations You can review the last series of calculations.
About Calculator
Shows the version information for Calculator.
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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.
1
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 CLIE 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.
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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
1 Tap the Home
icon.
icon.
2 Tap the Menu
3 Tap Category from the App menu.
The Category screen appears.
4 Tap 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.
5 Tap Done.
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Performing common tasks
To display applications by category
1 Tap the Home
icon.
2 Do one of the following:
• Tap the Home
icon repeatedly to cycle through all the categories.
• Tap the arrow V in the upper right corner of the screen and then tap the
desired category from the drop-down categories list.
• Push the Jog Dial navigator repeatedly while no applications are
highlighted.
Changing the Application Launcher display
By default, the Application Launcher displays each application as an icon.
As an alternative, you can display applications in a list format.
You can also choose to view the same category of applications each time you
open the Application Launcher screen.
To change the view of applications
1 Tap the Home
icon.
2 Tap the Menu
icon.
The menu is displayed.
3 Tap Options, and then tap Preferences.
The Preferences screen is displayed.
4 Tap the arrow V next to View By and then tap List.
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Performing common tasks
5 Tap 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 application’s Pop-up menu by the Jog Dial navigator
In step 4, tap the arrow V next to Jog Select and then tap PopUp.
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Performing common tasks
Categorizing records
You can categorize records in Address Book, To Do List, Memo Pad, and
Expense applications for easy retrieval. (Date Book does not have
categories.) When you create a record, it is automatically assigned to the
currently displayed category. For example, if the All category is displayed,
the record is assigned to the Unfiled category. A record can remain unfiled
or it can be assigned to a category at any time.
System-defined and user-defined categories
By default, your CLIE handheld includes system-defined categories, such as
All and Unfiled, and user-defined categories, such as Business and Personal.
You cannot modify the system-defined categories, but you can rename or
delete the user-defined categories. In addition, you can create your own
user-defined categories. You can have a maximum of 15 user-defined
categories in each application.
Tips
• Address Book contains the QuickList user-defined category, in which you can store
the names, addresses, and phone numbers that you might need in emergencies
(doctors, fire department, lawyers, etc.).
• Expense contains two user-defined categories, New York and Paris, to show how
you might sort your expenses according to different business trips.
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Performing common tasks
Moving a record into a category
Tap the record that you want to categorize.
1
Tap Details.
2
For Address Book only: Tap Edit.
The Address Edit screen appears.
Tap the arrow V next to Category to display the list of
available categories.
3
Tap the desired category for the item.
4
Tap OK.
5
Displaying the category of records
Tap the arrow V at the upper right corner of the screen.
A list of available categories appears.
1
Tap the category you want to view.
The list screen now displays only the records assigned to that category.
2
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Performing common tasks
Defining a new category
Tap the arrow V at the upper right corner of the screen.
A list of available categories appears.
1
2
3
Tap Edit Categories.
The Edit Categories screen is displayed.
Tap New.
The Edit Categories dialog box is displayed.
Enter a new category name and then tap OK.
You can assign any of your entries to the new category.
4
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Performing common tasks
Finding records
Your CLIE 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 CLIE 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.
• Expense: Lookup displays the names in your Address Book that have
data in the Company field. You can add these names to a list of attendees
associated with an Expense record.
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.
Tap the Find
icon.
1
2
The Find dialog box appears.
Enter the text you want to find.
You can enter letters, symbols, or numbers.
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Performing common tasks
Tap OK.
3
Find searches for the text in records and notes and then displays the
results.
Tap the text in the find result list that you want to review.
The application associated with the data automatically starts to display
the data.
4
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.
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Performing common tasks
Using the Phone Lookup option
The Phone Lookup option lets you find a telephone number from the
Address list screen and lets you add the information that appears in
this list to a record. For example, you can add a telephone number
from the Address list to an entry in Memo Pad.
Display the record in which you want to insert a phone
number.
1
The record can be in Date Book, To Do List, or Memo Pad.
Tap the Menu
The menu of the application appears.
icon.
2
3
Tap Options and then Phone Lookup.
The Phone Number Lookup screen appears.
Tap the phone number you want to add.
4
Tip to quickly find a phone number
Enter the first few letters of the name you want to find in the Look Up field
in the lower screen.
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Performing common tasks
Tap Add.
5
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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Performing common tasks
Protecting your data (Security)
Your CLIE handheld includes a Security application that allows you to
protect your data from unauthorized users.
In Security, you can do the following:
ILock and turn off your CLIE handheld so that it does not operate until
you enter the correct password.
IMask all records that you mark as private so the information appears
greyed out.
I 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
CLIE handheld.
Rotate the Jog Dial navigator to select Security and then
1
press the Jog Dial navigator. Or tap the Security
the Application Launcher screen.
The Security screen appears.
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Performing common tasks
Tap Unassigned.
The Password dialog box appears.
2
Enter a password and then tap OK.
The dialog box for verifying the password appears.
3
4
Enter the same password again to verify it and then tap OK.
Your password is assigned. In Password, “Assigned” is displayed.
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.
Rotate the Jog Dial navigator to select Security and press the
1
Jog Dial navigator. Or tap the Security
Application Launcher screen.
The Security screen appears.
icon on the
Tap Assigned.
The Password dialog box appears.
2
Enter the current password and then tap OK.
The dialog box used to enter a new password appears.
3
4
• To change the password, enter a new password and then
tap OK.
• To delete the password, tap Delete.
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Performing common tasks
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.)
Tap Lost Password in step 3.
The Delete Password dialog box appears.
1
Tap Yes.
2
Your password and private records are deleted.
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Performing common tasks
Locking your CLIE handheld with a password
You can lock your CLIE handheld so that you have to enter your password
to operate it.
Notes
If you lock your CLIE handheld, you must enter the exact password to restart your
CLIE handheld. If you forget the password, you must perform a hard reset to resume
using your CLIE handheld. Performing a hard reset deletes all the records in your
®
CLIE handheld; however, you can restore all synchronized data at the next HotSync
operation.
Perform a HotSync operation to synchronize the data
between your CLIE handheld and your computer.
1
®
See “Chapter 3: Exchanging and updating data using a HotSync
operation” for more information.
Assign a password.
Follow the steps described in “Assigning a password.”
2
Rotate the Jog Dial navigator to select Security and press the
3
Jog Dial navigator. Or tap the Security
Application Launcher screen.
The Security screen appears.
icon on the
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Performing common tasks
Tap Lock & Turn Off.
The System Lockout dialog box appears.
4
Tap Off & Lock.
Your CLIE handheld is turned off and locked.
To start your CLIE handheld, turn it on and enter the password.
5
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Performing common tasks
Making records private
In all basic applications except Expense, 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.
1 Rotate the Jog Dial navigator to select Security or tap the
Security
icon on the Application Launcher screen.
The Security screen appears.
2 Tap 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
3 Tap 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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Performing common tasks
Attaching notes
In all basic applications except Memo Pad, you can attach a note to a record. A
note can be up to several thousand characters long. For example, for an
appointment in Date Book, you can attach a note with directions to a location.
Tap the record to which you want to add a note.
1
Address Book only: Tap Edit.
The Address Edit screen appears.
2
Tap Details.
3
Tap Note.
4
Enter your note.
5
Tap Done.
6
A small note icon appears at the right side of any item that has a note.
Note icon
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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Performing common tasks
Purging records
If outdated records of Date Book, To Do List, or Expense take up memory on
your CLIE 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.
Open the application.
1
Tap the Menu
icon.
2
3
Tap Purge from the Record menu.
The Purge screen appears.
Date Book, To Do List
Expense
Date Book, To Do List: Tap the arrow V and select how old a record
must be to be purged. If 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.
Expense: Tap the category you want to delete.
Date Book, To Do List: Tap OK.
Expense: Tap Purge.
4
If you chose to save a copy of the purged records, your CLIE 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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Performing common tasks
Using the Edit menu
The Edit menu is available with any screen where you enter or edit text. In
general, commands available in the Edit menu apply to the text that you
select in an application.
Selecting text in an application
Tap the beginning of the text that you want to select.
1
Drag the stylus over the text to highlight it (in black).
2
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
Cut
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.
Removes the selected text and stores it temporarily in the memory of your
CLIE handheld. You can paste the text you cut into another area of the current
application or into a different application.
Copy
Paste
Copies the selected text and stores it temporarily in the memory of your CLIE
handheld. You can paste the text that you copy into another area of the current
application or into a different application.
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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Performing common tasks
Choosing fonts
In all basic applications except Expense, you can change the font style to
make text easier to read. You can choose a different font style for each
application.
Open an application.
1
Tap the Menu
icon.
2
The menu is displayed.
Tap Options, and then tap Font.
3
4
Tap the font style you want to use.
You can select small, bold, or large font.
Tap OK.
5
The text in the application is displayed in the selected font style.
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Chapter 3
Exchanging and updating data using a HotSync
operation
®
This chapter describes how to select HotSync® operation options and how to perform
a HotSync operation via cradle, infrared communications port, or network. Other
advanced HotSync operations include how to use multiple CLIE handhelds, how to
use file link functions, and how to import data from Windows applications.
Contents
What is a HotSync® operation?................................................................113
Performing a local HotSync® operation with the cradle ...........................114
Using the Palm™ Desktop for CLIE software ............................................116
Starting the Palm Desktop for CLIE software ........................................116
Basic operations of the Palm Desktop for CLIE software .......................116
Locating the Palm Desktop for CLIE components ..................................117
Advanced HotSync® operations ...............................................................118
Setting the HotSync® setup options ....................................................118
Customizing HotSync application settings (Conduit) .............................120
Creating a user profile to control multiple CLIE handhelds ....................122
Conducting an IR HotSync operation ....................................................124
Conducting a HotSync operation via modem ........................................127
Conducting a HotSync operation via a network ....................................133
Importing data from a Windows application.........................................136
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What is a HotSync® operation?
A HotSync® operation is a one-step operation that allows you to synchronize
data between your CLIE handheld and your computer. With just one press
on the HotSync button, you can synchronize your CLIE handheld
application data with the Palm™ Desktop for CLIE software data on your
computer, back up the data of your CLIE handheld on your computer, or
install add-on applications.
HotSync operation allows you to do the following:
1 Synchronize the Date Book, the Address Book, the To Do List, the Memo
Pad, and the Expense data on your CLIE handheld and your computer.
The Palm Desktop for CLIE software can manage the data of multiple
CLIE handhelds independently.
2 Back up the data stored on your CLIE 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.
3 Import the data on your computer or install add-on applications onto
your CLIE handheld.
Note
You cannot perform an IR HotSync operation with a computer running the Windows®
2000 Professional operating system.
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®
Performing a local HotSync operation with the cradle
This section describes how to perform a HotSync® operation using the
cradle (local HotSync), assuming that you have done all the necessary
preparations and installations for your CLIE 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.
Place your CLIE handheld on the cradle.
1
Press the HotSync
The HotSync operation starts.
button on the front panel of the cradle.
2
When the HotSync operation is complete, a message showing the
HotSync completion is displayed on your CLIE handheld.
Note
Do not remove your CLIE handheld from the cradle until the HotSync operation is
complete. Otherwise the Palm Desktop for CLIE 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 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. Click the HotSync
HotSync operation.
button on the cradle to start the
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Performing a local HotSync® operation with the cradle
If a message is displayed stating that the selected COM port is
not available
Follow the procedures below. If the same message appears again, uninstall
the Palm Desktop for CLIE software and then re-install it.
Click the HotSync
right corner of the taskbar).
A shortcut menu is displayed.
icon in the Windows task tray (bottom-
1
2
Make sure that Local is not selected.
If it is selected, click Local to clear it.
Notes
• Even if the HotSync operation is performed via a USB connector and the cradle,
“Serial” is indicated.
• Do not remove your CLIE handheld from the cradle during a HotSync operation.
• Do not push the HotSync button during a HotSync operation. It might cause errors
and force termination of the operation.
• Do not enter power saving mode during a HotSync operation. If your computer
enters power saving mode during a HotSync operation, the HotSync Manager will
be forced to terminate.
To control multiple CLIE handhelds from a computer
You have to create a user profile for each CLIE handheld. See “Creating a user profile
to control multiple CLIE handhelds” on page 122 for creating a use profile.
To change the user name
In the Palm™ Desktop for CLIE window, click Users from the
Tools menu.
1
The Users dialog box is displayed.
Click the user name you want to change in the list box and
then click Rename.
2
The Rename User dialog box is displayed.
Enter a new user name and then click OK.
Your CLIE handheld user name is changed at the next HotSync operation.
3
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Using the Palm™ Desktop for CLIE software
The Palm™ Desktop for CLIE software duplicates Date Book, Address Book,
To Do List, Expense, and Memo Pad applications on your CLIE handheld, so
you can view, enter, and modify data stored on your CLIE handheld. You
can also import data from Windows applications onto your CLIE handheld.
Starting the Palm Desktop for CLIE software
Double-click the Palm Desktop for CLIE software icon on the
Windows desktop or click Start, select Programs, Sony Handheld,
and then click Palm Desktop for CLIE.
The Palm Desktop for CLIE software starts.
To quit the Palm Desktop for CLIE software
Click the close
then Exit.
button in the upper right of the screen or click File, and
Basic operations of the Palm Desktop for CLIE 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 CLIE 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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Using the Palm™ Desktop for CLIE software
Locating the Palm Desktop for CLIE components
1 List pane
Displays the records in the current Desktop application.
2 Application Launch bar
Provides one-click access to each Desktop application. Click an icon to
open its associated application.
3 Install Tool icon
Displays the Install Tool dialog box to select the application you want to
install onto your CLIE 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.
5 Record 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 CLIE
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.
Click the HotSync
(bottom-right corner of the taskbar) and then select Setup
from the shortcut menu.
icon in the Windows® task tray
1
The Setup dialog box appears.
Click 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)
2
•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 CLIE software is not
running.
•Available only when the Palm Desktop is running: Starts the
HotSync Manager when you start the Palm Desktop for CLIE
software.
•Manual: Starts the HotSync Manager only when you select HotSync
Manager from the Windows® Start menu.
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Advanced HotSync® operations
Click the Modem tab to display the modem settings and then
adjust the options as needed.
3
See “Conducting a HotSync operation via modem” on page 127 for more
information.
If you are attached to a network, click the Network tab to
display the network settings and then adjust the options as
needed.
4
See “Conducting a HotSync operation via a network” on page 133 for
more information.
Click OK.
5
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Advanced HotSync® operations
Customizing HotSync application settings (Conduit)
What is a “Conduit”?
For each application, you can define a set of options that determines how
records are handled during synchronization. Each set of these options is
called a “conduit.” By default, a HotSync operation synchronizes all files
between your CLIE handheld and the Palm Desktop for CLIE 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 CLIE handheld or the Palm Desktop for CLIE software, or to
avoid synchronizing a particular type of file because you do not use it.
In addition to the conduits for Date Book, Address Book, To Do List, Memo
Pad, and Expense, the Palm Desktop for CLIE software offers System and
Install conduits. The System conduit backs up the system information stored
on your CLIE handheld. The Install conduit installs add-on applications to
your CLIE handheld.
Click the HotSync
right corner of the taskbar) and then select Custom from the
HotSync Manager menu.
icon in the Windows task tray (bottom-
1
Or, select Custom from the HotSync menu of the Palm Desktop for CLIE
software.
The Custom dialog box appears.
Select the appropriate user name you are using on your CLIE
handheld from the drop-down list.
2
3
Select an application in the Conduit list.
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Advanced HotSync® operations
Click Change.
4
The Change HotSync Action dialog box appears.
Click the direction in which you want to write data, or click
Do nothing.
5
Click OK.
6
Repeat steps 2 through 6 to change conduit settings for other
applications (or users).
7
Click Done.
8
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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Advanced HotSync® operations
Creating a user profile to control multiple CLIE handhelds
If your company introduces multiple CLIE handhelds to its employees, for
example, you can create a user profile (such as a company phone list) to load
the data into several CLIE handhelds without associating that data with a
user name.
Notes
• This feature is designed only for the first HotSync operation (before you have
assigned a User ID to a particular CLIE handheld).
• For the procedure used to send a profile after setting user names, see “Synchronizing
with external data (File Link)” on page 138.
Creating a profile
Start the Palm Desktop for CLIE software.
1
Select Users from the Tools menu.
The Users dialog box appears. If no user profile is created, the New Profile
dialog box is displayed. Skip to step 4.
2
Click Profiles.
The Profiles dialog box appears.
3
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Click New.
The New User dialog box appears.
4
Enter a user name and then click OK.
5
Repeat steps 4 and 5 for each profile you want to create.
6
Click OK.
7
Select profiles from the User list, and create data for the
profile (e.g., company phone list, etc.).
8
Transferring a created profile
Place a CLIE handheld without a user name on the cradle.
1
Press the HotSync
The Users dialog box appears.
button on the cradle.
2
3
4
5
Click Profiles.
The Profiles dialog box appears.
Select the profile you want to transfer to your CLIE handheld,
and then click OK.
Click Yes.
The selected profile is transferred to your CLIE handheld.
The next time you perform a HotSync operation, the Palm Desktop for
CLIE software shows a dialog box where you can specify a user name for
your CLIE handheld.
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Advanced HotSync® operations
Conducting an IR HotSync operation
You can use the IR (infrared) port of your CLIE handheld to perform an IR
HotSync operation with a computer equipped with an IrDA (Infrared Data
Association) IR port. An IR HotSync operation allows you to perform a
HotSync operation without using the cradle.
Before you start performing an IR HotSync operation
Check the following:
• Your computer’s operating system is not Windows® 2000. (You cannot
perform an IR HotSync operation with a computer running the Windows
2000 operating system.)
• 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.
Click the HotSync
right corner of the taskbar) and then select Local from the
shortcut menu.
icon in the Windows task tray (bottom-
1
2
Click the HotSync
and then select Setup from the shortcut menu.
icon in the Windows task tray again
The setup dialog box is displayed.
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Advanced HotSync® operations
Click the Local tab to change the setting for an IR HotSync
operation as needed.
3
•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.
Tap OK.
4
Your computer is ready to perform an IR HotSync operation.
Note
When performing a local HotSync operation with the cradle after you make the
HotSync Setup settings for an IR HotSync operation, you should restore the local
HotSync settings. For details, see “To restore the local HotSync settings” on page 126.
Performing an IR HotSync operation
After you prepare your computer and your CLIE handheld, and then select
your Conduit Setup options, you are ready to perform an IR HotSync
operation.
Rotate the Jog Dial™ navigator to select HotSync and then
1
press the Jog Dial navigator. Or tap the HotSync
the Application Launcher screen.
icon on
The HotSync dialog box appears.
Tap Local.
2
3
Tap the arrow V beneath the HotSync icon and then select IR
to a PC/Handheld from the drop-down list.
4 Point the IR port of your CLIE handheld directly at the IR port
of the receiving computer.
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Advanced HotSync® operations
Tip
For best results, your computer and your CLIE handheld should be 4 to 8 inches
(approximately 10 to 20 centimeters) apart, and the path between your CLIE
handheld and the computer must be clear of obstacles.
Tap the
icon.
5
The HotSync operation starts. Wait for the message showing that the
HotSync operation is complete.
To restore the local HotSync settings
1 Connect the cradle to your computer.
2 Click the HotSync
icon in the Windows task tray and clear
the check-mark of Local from the shortcut menu.
3 Click the HotSync
icon in the Windows task tray again and
then select Setup from the shortcut menu.
The setup dialog box is displayed.
4 Click the Local tab to display the setting for a local HotSync
operation as needed.
5 Click OK.
Your computer is now ready to perform a local HotSync operation.
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Advanced HotSync® operations
Conducting a HotSync operation via modem
You can use a modem to synchronize your CLIE handheld when you are
away from your computer. A HotSync operation via modem allows you to
back up your CLIE data to your computer away from your computer.
A HotSync operation
with the PC at home
Your CLIE handheld
away from your PC
Notes
• The first HotSync operation must be local, using the cradle. 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 131.
Before you start performing a HotSync operation via modem
Check the following:
• A modem or terminal adapter is connected to your computer.
• The CLIE Modem PEGA-MD700 (not supplied) must be connected to
your CLIE handheld.
• The Palm Desktop for CLIE software must be properly configured for use
with the modem.
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Advanced HotSync® operations
Preparing your computer
There are a few steps you must perform to prepare your computer for a
modem HotSync operation. Be sure to perform these steps before you leave
your office or home so that your computer is ready to receive a call from
your CLIE handheld.
Check the following to prepare your computer for a modem
HotSync operation:
1
•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.
Click the HotSync
right corner of the taskbar) and then select Modem from the
shortcut menu.
icon in the Windows task tray (bottom-
2
3
4
Click the HotSync
and then select Setup from the shortcut menu.
The Setup dialog box is displayed.
icon in the Windows task tray again
Click the Modem tab.
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Advanced HotSync® operations
Adjust the following options as needed.
5
•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 CLIE
software and your CLIE 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.
Click OK.
6
Preparing your CLIE handheld
Follow the procedures below to prepare your CLIE handheld for a modem
HotSync operation.
Rotate the Jog Dial navigator to select HotSync and then
1
press the Jog Dial navigator. Or tap the HotSync
the Application Launcher screen.
icon on
The HotSync dialog box appears.
Tap Modem.
2
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Advanced HotSync® operations
Tap the arrow V beneath the HotSync icon and then select
the modem type from the drop-down list.
3
Select Sony CLIE Modem.
Tap the Enter Phone # field.
The Phone Setup dialog box is displayed.
4
When using Sony CLIE Modem PEGA-MD700, skip to step 6.
5
When using another modem or adapter, change the settings
as follows:
1 Enter 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.
2 If the phone line you’re using for your CLIE handheld has Call
Waiting, select the “Disable call waiting” check box to avoid an
interruption during the modem HotSync operation.
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Advanced HotSync® operations
3 If 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 133.
Tap OK.
6
The HotSync screen is displayed again.
To select the conduits for a modem HotSync operation
The Conduit Setup dialog box on your CLIE 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:
1 Rotate the Jog Dial navigator to select HotSync and then press
the Jog Dial navigator. Or tap the HotSync
Application Launcher screen.
icon on the
The HotSync screen appears.
2 Tap the Menu
icon.
3 Tap Options, and then tap Conduit Setup.
The Conduit Setup screen is displayed.
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Advanced HotSync® operations
4 Tap 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.
5 Tap OK.
Performing a HotSync operation via modem
After you prepare your computer and your CLIE handheld, and then select
your Conduit Setup options, you are ready to perform a modem HotSync
operation.
Rotate the Jog Dial navigator to select HotSync and then
1
press the Jog Dial navigator. Or tap the HotSync
the Application Launcher screen.
The HotSync screen appears.
icon on
Tap the
icon.
2
A HotSync operation starts. Wait for the message showing that the
HotSync operation is complete.
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Advanced HotSync® operations
Conducting a HotSync operation via a network
When you use the Network HotSync application, you can take advantage of
the LAN and WAN connectivity available in many office environments. The
Network HotSync application enables you to perform a HotSync operation
by dialing in to a network or by using a cradle that is connected to any
computer on your LAN or WAN (provided that the computer connected to
the cradle also has the Network HotSync application installed, your
computer is on, and the HotSync Manager is running).
To connect to your company’s dial-in server
The Network HotSync application requires the following:
• Your computer has TCP/IP support installed.
• Both your company’s network system and its remote access server
support TCP/IP.
• You have a remote access account.
Everything you need to connect to your company’s dial-in server (network
modem) is included in the Palm Desktop for CLIE software and your CLIE
handheld. You need to activate certain features, however, on both the Palm
Desktop for CLIE software and your CLIE handheld.
Preparing your computer
Click the HotSync
select Network from the shortcut menu.
icon in the Windows task tray and then
1
2
Click the HotSync
and then select Setup from the shortcut menu.
icon in the Windows task tray again
The Setup dialog box is displayed.
Click 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.
3
4
Click OK.
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Advanced HotSync® operations
Place your CLIE handheld on the cradle and perform a
HotSync operation.
5
The HotSync operation records network information about your
computer onto your CLIE handheld. With this information, your CLIE
handheld can locate your computer when you perform a HotSync
operation via the network.
Preparing your CLIE handheld
Rotate the Jog Dial navigator to select HotSync and then
1
press the Jog Dial navigator. Or tap the HotSync
the Application Launcher screen.
The HotSync screen appears.
icon on
Tap the Menu
icon.
2
3
Tap Options, and then tap Modem Sync Prefs.
The Modem Sync Preferences screen is displayed.
Tap Network.
4
5
Tap OK.
The HotSync screen appears again.
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134
Advanced HotSync® operations
Tap Modem and then Select Service.
The Preferences screen is displayed.
6
Tap the arrow V next to Service and then select a service
from the drop-down list.
7
Tap Done.
8
Tap the Menu
icon.
9
Tap Options, and then tap Conduit Setup.
Follow the instructions in “To select the conduits for a modem HotSync
operation” on page 131.
10
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Advanced HotSync® operations
Importing data from a Windows application
If you have data stored in Windows computer applications such as
spreadsheets and databases, you can transfer that data to your CLIE
handheld.
Importable file formats
Save data in one of the file formats listed below, import it into the Palm
Desktop for CLIE software, and then perform a HotSync operation to
transfer the data to your CLIE handheld.
The Palm Desktop for CLIE 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
• 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 CLIE 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 important the
Palm Desktop for CLIE software information.
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Advanced HotSync® operations
Importing data
Start the Palm Desktop for CLIE software.
1
Click the application into which you want to import data.
2
If you are importing records that contain a field with category
names, select All in the Category box.
3
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.
Click Import from the File menu.
The Import dialog box is displayed.
4
Select the file you want to import.
5
Click Open.
6
To import data into the correct Palm Desktop for CLIE fields,
drag the fields in the left-hand column so that they are
opposite to the corresponding imported fields on the right.
7
Clear the check box for the field that you do not want to
import.
8
Click OK.
9
The imported data is highlighted in the application.
To add the imported data to your CLIE handheld, perform a
HotSync operation.
10
See the Palm Desktop for CLIE online Help for more information on
importing and exporting data.
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Advanced HotSync® operations
Synchronizing with external data (File Link)
The File Link feature allows you to import Address Book and Memo Pad
information onto your CLIE 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 CLIE software and your CLIE 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 CLIE software’s Memo Pad archive (*.mpa)
• Palm Desktop for CLIE software’s Address Book archive (*.aba)
• Text (*.txt)
For information on how to set up File Link, see the Palm Desktop for CLIE
online help.
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Chapter 4
Communicating using your Sony CLIE Handheld
®
This chapter describes how to communicate with another Palm OS PDA 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 CLIE Handheld and
®
another Palm OS PDA .............................................................................140
What you can do with beaming ...........................................................140
Beaming information ...........................................................................141
Receiving beamed information.............................................................142
Tips on beaming information ...............................................................142
®
Using “Memory Stick ” media .................................................................143
®
What is “Memory Stick ” media? .......................................................143
Inserting and removing “Memory Stick” media ....................................144
Protecting the data in “Memory Stick” media ......................................146
Starting an application automatically when “Memory
Stick” media is inserted .......................................................................146
Formatting “Memory Stick” media ......................................................147
®
Exchanging data via “Memory Stick ” media ..........................................149
Starting Memory Stick Gate (MS Gate) .................................................149
Creating the default folder in “Memory Stick” media ...........................152
Copying your CLIE handheld data to “Memory Stick” media ................153
Copying data in “Memory Stick” media to your CLIE handheld.............155
Deleting data in “Memory Stick” media ...............................................157
Using the MS Gate menus ...................................................................159
How to read the online manual ...........................................................160
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Beaming between your Sony CLIE Handheld
®
and another Palm OS PDA
What you can do with beaming
Your Sony 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 CLIE handheld,
behind the small dark shield.
IR port
You can beam the following information between your CLIE 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 record 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.
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Beaming between your Sony CLIE Handheld and another Palm
®
OS PDA
Beaming information
You can beam a record, business card, or category of records between your
CLIE handheld and another Palm OS PDA.
Locate the record, business card, or category you want to
beam.
1
Tap the Menu
icon.
2
3
Tap one of the following from the Record menu:
•The Beam command for an individual record
•In Address Book only: Beam Business Card
•Beam Category
When the Beam dialog box appears, point the IR port directly
at the IR port of the receiving handheld.
4
Tip
For best results, your CLIE 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.
Wait for the Beam dialog box to indicate that the transfer is
complete before you continue working on your CLIE
handheld.
5
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Beaming between your Sony CLIE Handheld and another Palm
®
OS PDA
Receiving beamed information
Turn on your CLIE handheld.
1
Point the IR port directly at the IR port of the other Palm OS
PDA handheld transmitting the data.
2
The Beam dialog box is displayed. Beaming data starts.
You can select the category in which you save the data in a dialog box.
Tap Yes.
3
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
beam your business card.
button for about two seconds to
• You can use Graffiti to beam the current entry (
then tap ).
then , or
and
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142
®
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 CLIE
handheld and your computer or a digital camera that supports “Memory
Stick” media. To exchange data via “Memory Stick” media, your CLIE
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.
Your CLIE handheld supports both types of “Memory Stick” media.
To play back OpenMG audio files, however, make sure to use “MagicGate
Memory Stick” media.
To play back MP3 files, you can use a purple regular “Memory Stick” media.
(You can also use “MagicGate Memory Stick” media. )
What is “MagicGate”?
“MagicGate” is a copyright protection technology for “MagicGate Memory Stick”
media and compliant products, such as your CLIE handheld. Authentication ensures
that protected content is transferred only between compliant devices and “MagicGate
Memory Stick” media, and that protected content is recorded and transferred in an
encoded format to prevent unauthorized copying or playback.
Note on using “MagicGate Memory Stick” media
®
If you use MS Gate or Windows Explorer to copy a protected file onto a “MagicGate
Memory Stick” media or if you handle a folder containing a protected file, the file may
be disabled. To handle the copyright-protected file, use a “MagicGate” compliant
application such as OpenMG Jukebox.
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Using “Memory Stick ” media
Inserting and removing “Memory Stick” media
Insert “Memory Stick” media into the “Memory Stick” slot as illustrated
below.
The “Memory Stick” indicator
lights in orange while your
CLIE handheld is accessing
“Memory Stick” media.
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 CLIE 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 CLIE handheld.
b
Push “Memory Stick” media in.
Pull “Memory Stick” media out.
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Using “Memory Stick ” media
Notes on using “Memory Stick” media
When you use “Memory Stick” media, follow these precautions:
• Avoid touching the terminal of “Memory Stick” media or contacting it
with a metal object.
• Do not drop, bend, or submit “Memory Stick” media to external shock.
• Do not disassemble or modify “Memory Stick” media.
• Avoid getting liquids on “Memory Stick” media.
• Avoid using or storing “Memory Stick” media in a location subject to:
– extremely high temperature such as the hot inside of a car, the
outdoors exposed to direct sunlight, or near a heater.
– direct sunlight
– corrosive substances
– magnetic fields
– high humidity
– excessive dust
• 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 CLIE 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 CLIE
handheld.
• Use the MS Gate software to format “Memory Stick” media you use in
your CLIE handheld. If you format it using another application, further
operation with your CLIE 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 CLIE handheld, follow the instructions to
format it. Note, however, that all stored data will be erased.
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Using “Memory Stick ” media
Protecting the data in “Memory Stick” media
To prevent accidental erasure of important data, you can use the write
protect tab of “Memory Stick” media. Slide the tab to the left or right to
enable or disable writing to “Memory Stick” media.
Write enable position
Slide the tab to the left to select the write enable position. You can 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
Write Protect
Position
Write Enable
Position
LOCK
LOCK
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
CLIE handheld. You can select your favorite application as the auto-run
application. If you enjoy music, for example, select Audio Player. Or if you
like watching still images, set PictureGear™ Pocket to start automatically.
See the supplied Add-On Application Guide for details.
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Using “Memory Stick ” media
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:
Rotate the Jog Dial™ navigator to select MS Gate and press
1
the Jog Dial navigator. Or tap the MS Gate
Application Launcher screen.
MS Gate starts up.
icon on the
Tap the Menu
The Menu screen appears.
icon.
2
3
Tap Options, and then Format.
The confirmation message appears.
Tap OK.
Formatting starts.
4
To cancel formatting
Tap Cancel in step 3.
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Using “Memory Stick ” media
What is formatting?
Formatting defines the recording format for your “Memory Stick” media so that you
can access data with your CLIE 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 CLIE handheld, format it in your CLIE
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, reinstall it, and then start formatting again.
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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 CLIE handheld.
Rotate the Jog Dial™ navigator to select MS Gate and then press
the Jog Dial navigator. Or tap the MS Gate
Application Launcher screen.
icon on the
MS Gate starts up and data lists appear on your CLIE handheld screen.
When displaying the contents of your CLIE handheld
Once you create the default
folder, the “PALM/PROGRAMS/
MSFILES” folder is displayed even
Tap this icon to switch the view
between your CLIE handheld and
“Memory Stick” media.
when the Internal is selected.
Lock
icon.
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 CLIE handheld and
“Memory Stick” media.
Displays the files which belong to
the same creator (ID) as one
grouped item.
Tap this icon to display or hide the contents.
Tap this icon to sort in ascending order or in
descending order.
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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 CLIE handheld” (page 149).
: Tap this icon to display 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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Exchanging data via “Memory Stick ” media
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 CLIE 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 CLIE 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.*
• ExpenseDB: Saves the database for Expense.*
• MailDB: Saves the database for Mail.*
• ToDoDB: Saves the database for To Do List.*
* These database files can be copied to “Memory Stick” media for
backup. If you copy them back to your CLIE handheld, the identical
files in your CLIE handheld will be overwritten with the information
at the time of backup. Note that any added or edited data in your
CLIE handheld after the backup will be erased.
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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.2.0 for the first time
• “Memory Stick” media just formatted
The “default folder” stands for the standard working folder where MS Gate
Ver.2.0 reads and writes data. A folder named “PALM/PROGRAMS/
MSFILES” is created in “Memory Stick” media.
Insert “Memory Stick” media into your CLIE handheld.
1
Rotate the Jog Dial navigator to select MS Gate and then
2
press the Jog Dial navigator. Or tap the MS Gate
the Application Launcher screen.
icon on
MS Gate starts. The data in your CLIE handheld is listed.
Tap the Menu
The Menu screen appears.
icon.
3
4
Tap Tools, and then Create Default Folder.
The default folder (“/PALM/PROGRAMS/MSFILES”) is created in
“Memory Stick” media.
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Exchanging data via “Memory Stick ” media
Copying your CLIE handheld data to “Memory Stick” media
MS Gate allows you to save the data inside your CLIE handheld onto
“Memory Stick” media.
Notes
• Since data copying consumes a lot of power, you cannot use “Memory Stick” media
when your CLIE 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.
Insert “Memory Stick” media into your CLIE handheld.
1
Rotate the Jog Dial navigator to select MS Gate and then
2
press the Jog Dial navigator. Or tap the MS Gate
the Application Launcher screen.
icon on
MS Gate starts. The data in your CLIE handheld is listed.
Tap to select the data you want to copy to “Memory Stick”
media.
3
Tip
You can select multiple files.
Note
You cannot copy data marked with a lock
icon.
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Exchanging data via “Memory Stick ” media
Tap COPY.
The Copy File dialog box is displayed.
4
Tap OK.
5
The data selected in step 3 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 3.
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” folder. The
other folders cannot be selected as destination.
Moving your CLIE handheld data to “Memory Stick” media
If your CLIE handheld is running out memory space, it is a good idea to
move the data from your CLIE handheld to “Memory Stick” media.
In step 4, tap Move.
The data on your CLIE 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 CLIE handheld to “Memory Stick” media, data copying or moving may fail,
leaving invalid files in “Memory Stick” media. If this occurs, charge your CLIE
handheld and try copying or moving again. When an overwrite confirm message
appears, tap Yes or Yes to all.
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Exchanging data via “Memory Stick ” media
Copying data in “Memory Stick” media to your CLIE handheld
MS Gate allows you to copy the data saved in “Memory Stick” media to
your CLIE handheld.
Note
Make sure your CLIE handheld has enough space before copying.
Insert “Memory Stick” media into your CLIE handheld.
1
Rotate the Jog Dial navigator to select MS Gate and then
2
press the Jog Dial navigator. Or tap the MS Gate
the Application Launcher screen.
icon on
MS Gate starts. The data in your CLIE handheld is listed.
Press the Jog Dial navigator to select MS.
You can also tap the arrow V in the upper right corner to select MS from
3
the drop-down list.
You can also select MS by tapping
.
The data in the default folder (“/PALM/PROGRAMS/MSFILES“) in
“Memory Stick” media is listed.
Tap to select the data you want to copy to your CLIE
handheld.
4
5
6
Tap COPY.
The Copy File dialog box is displayed.
Tap OK.
The data selected in step 4 is copied to your CLIE handheld.
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Exchanging data via “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, t
ap 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” 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.
Moving data in “Memory Stick” media to your CLIE
handheld
You can also move data from “Memory Stick” media to your CLIE
handheld.
Tap MOVE in step 5.
The data in “Memory Stick” media is deleted after being saved in your CLIE
handheld.
Note
Some data such as those copied from “Memory Stick” media to your CLIE handheld
will not be backed up during the next HotSync operation.
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Exchanging data via “Memory Stick ” media
Deleting data in “Memory Stick” media
MS Gate allows you to delete unnecessary data from “Memory Stick” media.
Insert “Memory Stick” media in your CLIE handheld.
1
Rotate the Jog Dial navigator to select MS Gate and then
2
press the Jog Dial navigator. Or tap the MS Gate
the Application Launcher screen.
icon on
MS Gate starts. The data in your CLIE handheld is listed.
Press the Jog Dial navigator to select MS.
You can also tap the arrow V in the upper right corner to select MS from
3
the drop-down list.
You can also select MS by tapping
.
The data in the “/PALM/PROGRAMS/MSFILES“ folder of “Memory
Stick” media is listed.
Tap to select the data that you want to delete.
4
5
Tap DELETE.
The Delete File dialog box is displayed.
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Exchanging data via “Memory Stick ” media
Tap OK.
6
The data selected in step 4 is deleted from “Memory Stick” media.
To delete all 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 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” folder. The
other folders cannot be selected.
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Exchanging data via “Memory Stick ” media
Using the MS Gate menus
MS Gate menu commands allow you to exchange data between your CLIE
handheld and “Memory Stick” media.
Tools menus
The menu items differ depending on the screen being displayed.
Select All
Clear All
Move
Selects all the data displayed in the selected tab.
Cancels the selection of the data.
Moves the selected data to your CLIE handheld or “Memory
Stick” media. The Move files screen appears.
Copy
Copies the selected data to your CLIE handheld or “Memory
Stick” media. The Copy files screen appears.
Delete
Rename
Deletes the selected data from your CLIE handheld or
“Memory Stick” media. The Delete files screen appears.
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 as default folder.
Options menus
Format
Formats “Memory Stick” media inserted in your CLIE handheld.
Displays the memory information of “Memory Stick” media.
Shows the version information for MS Gate.
Media Information
About MS Gate
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Exchanging data via “Memory Stick ” media
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.
Insert the Installation CD-ROM into your computer’s
CD-ROM drive.
1
The installation launcher window is displayed.
Click Manuals.
2
Double-click MSGate.pdf.
The online manual appears.
3
If the Acrobat Reader software is not installed
Insert the Installation CD-ROM into your computer’s
CD-ROM drive.
1
The installation launcher window is displayed.
Click Exit to close the installation launcher window.
2
Double-click the My computer icon on the Windows desktop.
3
Right-click the CD-ROM drive icon, and then click Open from
the shortcut menu.
4
Double-click the Acrobat folder.
5
Double-click Setup.exe to install the Acrobat Reader onto
your computer.
6
Follow the instructions onscreen to finish installation.
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Chapter 5
Customizing your Sony CLIE Handheld
(Preferences)
This chapter describes how to customize your CLIE handheld by changing the
Preferences settings.
Contents
What you can do with Preferences.....................................................162
Changing the Buttons preferences ............................................................164
Assigning applications to buttons ........................................................164
Changing the full-screen pen stroke activities.......................................165
Assigning applications to HotSync® buttons........................................166
Changing the Jog Dial™ navigator preferences........................................167
Setting the display format of the time, date, and numbers (Formats) ........168
Selecting a country default ..................................................................168
Selecting the time, date, and numbers formats.....................................169
Setting the General preferences ................................................................170
Setting the time...................................................................................170
Setting the date ..................................................................................171
Setting the automatic shut-off time......................................................172
Setting sounds ....................................................................................173
Turning on or off the Beam Receive feature..........................................174
Entering owner information ......................................................................175
Creating Graffiti® ShortCuts.....................................................................176
Setting the High Resolution Assist function...............................................178
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What you can do with Preferences
The Preferences screen enables you to customize the configuration options
on your CLIE handheld.
• Buttons
Assign different applications to the buttons on the front panel of your
®
CLIE handheld and the HotSync button on the cradle, and reassign the
full-screen pen stroke command.
• Connection
Configure serial, modem, and infrared communication settings.
• Digitizer
Calibrate the screen on your CLIE handheld. The same digitizer
calibration screen is displayed when you start your CLIE 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 CLIE Handheld for the first time” in the Read This
First manual.
• Formats
Set the country default and the formats for dates, times, calendar, and
numbers.
• General
Set the current date and time, the auto shut-off interval, the “Stay on in
Cradle” feature, the Beam Receive feature, system, alarm, and game
sounds.
• Jog
Enable or disable the JogAssist feature.
• Network
Configure your CLIE handheld for use with a network.
• Owner
Assign your name, phone number, and other owner information.
• ShortCuts
Define a list of Graffiti abbreviations.
®
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What you can do with Preferences
Viewing Preference
Rotate the Jog Dial™ navigator to select Prefs and then press
1
the Jog Dial navigator. Or tap the Prefs
Application Launcher screen.
icon on the
The Preferences screen appears.
Tap the arrow V in the upper right on the screen and then
select the Preferences screen you want to view from the
drop-down list.
2
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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 CLIE handheld.
For example, you can assign the To Do List button to start Expense.
Applications buttons
Tap Buttons from the drop-down list on the Preferences
screen.
1
The Buttons Preferences screen is displayed.
Tap the arrow V next to a button and then tap the
application that you want to assign to the button.
2
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
.
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Changing the Buttons preferences
Changing the full-screen pen stroke activities
The Buttons Preferences screen enables you to change the assignment of the
full-screen pen stroke. By default, the full-screen pen stroke activates the
®
Graffiti Help.
Drag the stylus from the
bottom of the writing area
to the top on the screen.
Tap Buttons from the drop-down list on the Preferences screen.
The Buttons Preferences screen is displayed.
1
Tap Pen.
2
Tap the arrow V and then select one of the following settings
for the full-screen pen stroke.
3
• Frontlight: Turns on the frontlight of your CLIE handheld without
using the POWER button.
• Brightness: Opens the brightness adjustment screen.
• Keyboard: Opens the onscreen keyboard for entering text.
• Graffiti Help: Opens a series of screens that show the complete
Graffiti character set.
• Turn Off & Lock: Turns off and locks your CLIE handheld. To lock
your CLIE handheld, assign a password. When locked, you need to
enter the password to use your CLIE handheld.
®
• Beam Data: Beams the current record to another Palm OS PDA.
Tap OK.
4
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Changing the Buttons preferences
®
Assigning applications to HotSync buttons
The Buttons Preferences screen also enables you to assign different
®
applications to the HotSync buttons on the cradle and the modem.
Tap Buttons from the drop-down list on the Preferences
screen.
1
The Buttons Preferences screen is displayed.
Tap HotSync.
The HotSync Buttons dialog box appears.
2
Tap the arrow V next to each button and then select the
application you want to assign to the button.
3
The HotSync button assignment is changed.
Tap OK.
4
Any changes that you make in the HotSync Buttons screen become
effective immediately. You can activate the selected application by
pressing the HotSync button.
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Changing the Jog Dial™ navigator preferences
The Jog Preferences screen enables you to change the Jog Dial™ navigator
and BACK button functions. With the JogAssist feature, you can use the Jog
Dial navigator to operate a third-party application that is not designed to use
Jog Dial navigator operations.
You can use the Jog Dial navigator and the BACK button to:
• Scroll the screen with the Jog Dial navigator.
• Select an item from a pop-up list with the Jog Dial navigator.
• Move back and forth between screens with the BACK button.
You can also change the BACK button function so that you can turn your
CLIE handheld on or off by keeping this pressed.
Notes
• The functions activated by the JogAssist feature differ depending on the application
you use.
• In some applications with the Jog Dial navigator mark, part of the functions may
change when the JogAssist feature is enabled.
• The JogAssist feature does not support menu operations.
Tap Jog from the drop-down list on the Preferences screen.
The Jog Preferences screen is displayed.
1
To enable the JogAssist function, select Use JogAssist.
2
In order to set to turn off the power by keeping the BACK
button pressed, select Enable Power Control.
3
The Jog Dial navigator and BACK button functions change.
On the default settings
Use JogAssist is selected (
) and Enable Power Control is not 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 country default, and
the display format of dates, times, and numbers on your CLIE handheld.
Selecting a country default
When you select the country where you use your CLIE 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 CLIE applications use the Country default settings. However, you
can customize your own settings for time, date, week start day, or numbers.
Tap Formats from the drop-down list on the Preferences
screen.
1
The Formats Preferences screen is displayed.
Tap the arrow V next to “Preset to” and then select a country
name.
2
Tap OK.
3
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Setting the display format of the time, date, and numbers
(Formats)
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 CLIE applications.
On the Formats Preferences screen, tap the arrow V next to
Time and then select the desired format from the drop-down
list.
1
Tap the arrow V next to Date and then select the desired
format from the drop-down list.
2
Tap the arrow V next to Week starts and then select whether
3
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 CLIE handheld that display a calendar.
Tap the arrow V next to Numbers and then select formats for
the decimal point and thousands separator.
4
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Setting the General preferences
The General Preferences screen enables you to set the time, date, auto shut
off interval, and sounds for your CLIE handheld.
Setting the time
Tap General from the drop-down list on the Preferences
screen.
1
The General Preferences screen is displayed.
Tap Set Time.
The Set Time screen appears.
2
Tap the arrow V or v to set the hour.
3
Tap the minute box and then tap the arrow V or v to set the
minute.
4
Tap AM or PM.
5
Tap OK.
6
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Setting the General preferences
Setting the date
Tap General from the drop-down list on the Preferences
screen.
1
The General Preferences screen is displayed.
Tap Set Date.
The Set Date screen appears.
2
Tap the arrow b or B beside the year at the top of the screen
to set the year.
3
Tap the current month.
4
Tap the current date.
5
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Setting the General preferences
Setting the automatic shut-off time
Your CLIE 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 CLIE handheld. If you find that your CLIE
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 CLIE handheld will turn off after two minutes of inactivity
and will be on as long as it is connected to the cradle.
Tap General from the drop-down list on the Preferences
screen.
1
The General Preferences screen is displayed.
Tap the arrow V next to Auto-off after and then select the
desired time setting for the automatic shut-off feature.
2
You can select 30 seconds, 1 minute, 2 minutes, or 3 minutes.
If you want to leave your CLIE handheld turned on while it is
3
connected to the cradle, make sure that the check box next
to “Stay on in Cradle” is selected. To turn it off automatically,
clear the check box.
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Setting the General preferences
Setting sounds
Your CLIE 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.
Tap General from the drop-down list on the Preferences
screen.
1
The General Preferences screen is displayed.
Tap the arrow V next to System Sound and then select the
desired sound level or Off from the drop-down list.
2
When you turn the System Sound off, you also turn off the “chime” tones
associated with the HotSync operation.
Tap the arrow V next to Alarm Sound and then select the
desired sound level from the drop-down list.
3
Tap the arrow V next to Game Sound and then select the
desired sound level or Off from the drop-down list.
4
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 CLIE handheld. It also results in a slight
saving of battery power. By default, the Beam Receive is set to On.
Tap General from the drop-down list on the Preferences
screen.
1
The General Preferences screen is displayed.
Tap the arrow V next to Beam Receive and then select On or
Off from the drop-down list.
2
•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 CLIE handheld.
If you use the Security application to lock your CLIE handheld with a
password, the information that you enter in the Owner Preferences screen
appears the next time you turn on your CLIE handheld.
Tap Owner from the drop-down list on the Preferences
screen.
1
The Owner Preferences screen is displayed.
Enter 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.
2
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.
1 Tap Unlock.
The Unlock Message dialog box appears.
2 Enter 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 CLIE 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.
Tap ShortCut from the drop-down list on the Preferences
screen.
1
The ShortCut Preferences screen is displayed.
Tap New.
The ShortCut Entry screen is displayed.
2
On the ShortCut name line, enter the letters you want to use
to activate the ShortCut.
3
Tap the ShortCut Text area and then enter the text that you
want to appear when you write the ShortCut characters.
4
Tap OK.
5
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®
Creating Graffiti ShortCuts
To Edit a ShortCut
1 Tap the ShortCut you want to edit in the ShortCuts list and then
tap Edit.
2 Make 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.
1 Tap the ShortCut you want to delete in the ShortCuts list and
then tap Delete.
The confirmation dialog box is displayed.
2 Tap Yes.
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Setting the High Resolution Assist function
The High Resolution Assist function enables the high resolution display of
an application that does not support the high resolution mode. To use the
High Resolution Assist feature, follow the instructions in “Recommendation
for installing the Up-date file” in the Read This First manual and make sure
that you have installed the Up-date file contained in the supplied CD-ROM
into your CLIE handheld.
Tap HiRes from the drop-down list on the Preferences screen.
The HiRes Preferences screen is displayed.
1
To enable the High Resolution Assist function, select Enable
High Resolution Assist.
2
Select the application(s) that you do not want to display in
high resolution mode in the list box.
3
Note
In step 3, check an application when the following occurs in the high resolution mode:
•Performances are largely deteriorated (ex. game).
• Display is divided into two, characters are distorted, or other operational
irregularities occur.
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Chapter 6
Additional information
This chapter describes how to upgrade your CLIE handheld, as well as some
precautions, troubleshooting information, and other technical information about your
CLIE handheld.
Contents
Backing up data of your Sony CLIE Handheld ...........................................180
Backing up data in your computer using a HotSync operation...............180
Backing up your CLIE handheld data using “Memory Stick” media .......181
Using data of another Sony CLIE Handheld ...............................................183
Using the Palm Desktop for CLIE software to transfer data ...................183
Using “Memory Stick” media to transfer data ......................................185
Precautions ...............................................................................................187
Notes on use .......................................................................................187
Battery considerations .........................................................................188
Troubleshooting–Frequently Asked Questions ...........................................190
If you cannot perform a HotSync operation ..........................................203
Getting Help ..............................................................................................207
Specifications ............................................................................................208
Limited Warranty Statement ......................................................................209
Index .........................................................................................................213
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Backing up data of your Sony CLIE Handheld
You can save a backup copy of your CLIE 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
• Expense 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 CLIE
handheld are erased and reset to the initial status. If you save a backup of
your CLIE 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 120.
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Backing up data of your Sony CLIE Handheld
Backing up your CLIE handheld data using “Memory Stick” media
MS Gate allows you to save a backup of the following application and data
of your CLIE handheld to “Memory Stick” media. (The file name after the
colon is the name displayed in MS Gate.)
I Applications
• Plugin files: CmPl###
• PictureGear Pocket: PictureGear Pocket
• gMovie: gMovie
• Network setup data: inetSetup
I Data
• Address Book data: AddressDB
• Date Book data: DatebookDB
• Memo Pad data: MemoDB
• Expense data: ExpenseDB
• To Do List data: ToDoDB
• Network setup information: NetworkDB
• Other application setting data: SavedPreference
• User information and other preferences data: UnsavedPreference
For details on how to use MS Gate, see “Copying your CLIE handheld data
to “Memory Stick” media” on page 153.
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 CLIE Handheld
Restoring backup data and applications to your CLIE
handheld
Note
When you restore (copy) backup data and applications to your CLIE handheld, the
data currently saved in your CLIE 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 CLIE
handheld and use MS Gate to copy the data to your CLIE handheld. For
details, see “Copying data in “Memory Stick” media to your CLIE handheld”
on page 155.
If an overwrite confirm message is displayed, tap Yes to all.
Notes
• If a delete or access error message is displayed while copying files, tap OK to
proceed to the next step in copying. Those files, however, will not be copied.
• Depending on the application configurations or file protection status, some
necessary files may not be copied. In such a case, an application may not function
properly.
• Some applications are not designed to be backed up. Therefore, you may not be able
to restore some applications and data. We recommend you to re-install the
application again.
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Using data of another Sony CLIE Handheld
If you already own a Sony CLIE Handheld, you can use data of your old
CLIE handheld with your new CLIE handheld. You can transfer data from
your old CLIE handheld to your new CLIE handheld with either of the
following methods:
• Using Palm™ Desktop for CLIE 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 CLIE software.
Note on add-on applications that you have installed
Install add-on applications using the same procedures as the previous CLIE handheld.
Some third-party applications may operate only on your old CLIE handheld.
Using the Palm Desktop for CLIE 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 CLIE software to
transfer data from your old CLIE handheld to your new CLIE handheld by
exporting and importing data.
®
Before you start, perform a HotSync operation to the Palm Desktop for
CLIE software using your new CLIE handheld with a different user name
from that you have used with the old CLIE handheld.
Start the Palm Desktop for CLIE software.
1
Click the user name of your previous CLIE handheld from the
User name list in the upper right of the screen.
2
Click the icon of the application whose data you want to copy
in the left panel of the screen.
3
Click Export from the File menu.
4
Enter the file names and click Export.
The data of your old CLIE handheld is exported. Change the destination
folder if necessary.
5
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Using data of another Sony CLIE Handheld
Repeat steps 3 thorough 5 to export data of other
applications.
6
Click the user name of your new CLIE handheld from the User
name list in the upper right of the screen.
7
If you have never performed a HotSync operation with your new CLIE
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.
Click Import from the File menu.
8
Select the files you have exported in steps 3 through 6 and
then click Open.
9
Place your new CLIE handheld on the cradle and perform a
HotSync operation.
10
The data exported from your old CLIE handheld is copied onto your new
CLIE handheld.
Notes on a HotSync operation
• Do not attempt to transfer data from your old CLIE handheld to your new CLIE
handheld by performing HotSync operations with the identical user name. Doing so
may cause trouble.
• When you perform a HotSync operation with your new CLIE handheld and the
New User dialog box is displayed, enter a different user name from that of your old
CLIE handheld. If you enter the identical user name, the Palm Desktop for CLIE
software may not be able to recognize the difference between your CLIE 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 CLIE handhelds with different user names.
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Using data of another Sony CLIE Handheld
Using “Memory Stick” media to transfer data
You can use “Memory Stick” media to transfer your old CLIE handheld to
your new CLIE 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.
Insert “Memory Stick” media into your old CLIE handheld.
1
Rotate the Jog Dial™ navigator to select MS Gate and then
2
press the Jog Dial navigator. Or tap the MS Gate
the Application Launcher screen.
icon on
MS Gate starts up. The data in your CLIE handheld is listed.
Tap to select the data of the application whose settings and
information you want to use with your new CLIE handheld.
You can select multiple files.
3
•Address Book: AddressDB
•Date Book: DatebookDB
•Memo Pad: MemoDB
•Expense: ExpenseDB
•Mail: MailDB
•To Do List: ToDoDB
•Network setup information: NetworkDB
Notes
• You cannot copy data marked with the lock
icon.
®
• You cannot copy Graffiti ShortCuts, Net Prefs, and sonyres (the database for
accessing the files in “Memory Stick” media).
• Do not select UnSavedPreference. Your computer may not be able to
distinguish your new CLIE handheld from your old CLIE handheld.
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185
Using data of another Sony CLIE Handheld
Tap COPY.
4
The File Overwrite confirmation message is displayed.
Tap OK.
5
The data selected in step 3 is copied onto “Memory Stick” media.
Remove the “Memory Stick” media from your old CLIE
handheld and then insert it into your new CLIE handheld.
6
Rotate the Jog Dial navigator to select MS Gate and then
7
press the Jog Dial navigator. Or tap the MS Gate
the Application Launcher screen.
icon on
MS Gate starts. The data in your CLIE handheld is listed.
Press the Jog Dial navigator to select MS.
You can also tap the arrow V in the upper right corner to select MS from
8
the drop-down list.
Tap Select All.
9
Tap COPY.
10
The File Overwrite confirmation message is displayed.
Tap OK.
11
12
Tap Yes to All.
The data of your old CLIE handheld is copied onto your new CLIE
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.
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Precautions
Notes on use
• Take care not to scratch or damage your CLIE 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 CLIE handheld to rain or moisture. Should water
enter the circuitry through the crevice around the front buttons, your
CLIE handheld may be damaged.
• Your CLIE handheld screen is made of glass. Do not drop or submit your
CLIE handheld to external shock. Do not carry your CLIE handheld in
your back pocket. If you sit down with your CLIE handheld in the back
pocket, it may break.
• Avoid using or storing your CLIE 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 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 CLIE handheld with a soft, dry cloth.
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Precautions
Battery considerations
Follow these precautions when you charge your CLIE handheld.
On charging
• It takes about four hours to charge your CLIE handheld when the battery
is empty.
• When you charge your CLIE handheld every day, it takes only a few
minutes to charge the battery.
• You can view data or play audio files on your CLIE handheld while it is
being charged.
On the battery life
• With a fully-charged battery, you can use your CLIE handheld for about
fifteen days, 30 minutes each day, if you do not use the audio playback
function.
• If you set the HOLD switch to OFF and turn on the frontlight at the
maximum level, you can play music continuously for about 3 hours.
• If you set the HOLD switch to ON, you can play music continuously for
about 11 hours.
• Battery life varies depending on the conditions and environment where
you use your CLIE handheld.
Tips on conserving the battery
• Turn off the frontlight under good lighting conditions. For turning off the
frontlight, see “Changing the frontlight level” on page 25.
• Change the automatic shut-off time setting so that your CLIE handheld
will automatically turn off after a short period of inactivity. For details,
see “Setting the automatic shut-off time” on page 172.
• If you play music using Audio Player, the battery may run out quickly.
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Precautions
When your battery runs out
• When the battery runs out, a caution message appears on the screen. If
®
this occurs, perform a HotSync operation to back up all your CLIE
handheld’s data on your computer. Then charge your CLIE handheld
using the cradle. This helps prevent accidental data loss.
• If your CLIE handheld does not turn on when you press the POWER
button, charge your CLIE handheld immediately.
• The remaining battery indicator does not always reflect the actual battery
amount. The battery is designed to provide years of service under normal
use. To prolong the battery’s life, charge it frequently even when it is not
fully discharged.
• You do not have to replace batteries. When the remaining battery
indicator reads zero, place your CLIE handheld on the cradle and start
charging immediately. Never disassemble your CLIE handheld to take
out the battery.
When the remaining battery indicator reads 0.
If your battery drains and you leave your CLIE handheld in an uncharged
state for an extended period of time, all of the stored data will be erased.
Sony suggests you charge your CLIE handheld frequently.
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Troubleshooting – Frequently Asked Questions
This section describes how to solve common problems you may encounter
when using your CLIE handheld. If a problem arises, we suggest you charge
your CLIE 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 CLIE handheld's screen.
Try each of these in turn:
, Recharge your CLIE handheld. If your CLIE handheld still does not
operate, try a soft reset. See “Resetting your Sony CLIE Handheld”
(page 26).
, Make sure that the HOLD switch is not in the on position.
I get a warning message telling me my CLIE 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 CLIE
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 CLIE 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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Troubleshooting – Frequently Asked Questions
My CLIE handheld keeps turning itself off.
, Your CLIE 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 172).
My CLIE handheld is not making any sounds.
, Check the System Sound setting. See “Setting sounds” (page 173).
, While you are using the supplied headphones, you cannot hear
sound from your CLIE handheld.
My CLIE handheld has frozen.
, Perform a soft reset. See “Resetting your Sony CLIE Handheld”
(page 26).
, Make sure that the HOLD switch is not in the on position.
I cannot use the Jog Dial navigator.
, Check that the JogAssist feature is activated. See “Changing the Jog
Dial™ navigator preferences” (page 167).
An error message is displayed repeatedly.
, Follow the instructions of the message.
Frontlight turns on when I am adjusting the frontlight level.
, When you are adjusting the frontlight level, the LCD frontlight turns
on.
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Troubleshooting – Frequently Asked Questions
Tapping and writing problems
When I tap the buttons or screen icons, my CLIE handheld
activates the wrong feature.
, Calibrate the screen. See “What you can do with Preferences”
(page 162).
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 CLIE handheld to recognize my handwriting.
, For your CLIE 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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Troubleshooting – Frequently Asked Questions
Application problems
I tapped the Today button, but it does not show the correct
date.
, Your CLIE handheld is not set to the current date. Make sure the Set
Date box in the General Preferences screen displays the current date.
See “Setting the General preferences” (page 170).
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 CLIE software and then perform a HotSync operation,
the memos on your CLIE 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 CLIE software are not transferred to
your CLIE handheld.
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.
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Troubleshooting – Frequently Asked Questions
I cannot find an image pasted in an Address Book record.
, If you use the Palm Desktop for CLIE software to change the
category of the Address Book record, you may not be able to locate
the pasted image on your CLIE handheld. Change the category on
your CLIE handheld.
I changed Currencies in Expense, but they do not appear in
the application.
, Retry setting Currencies in the Select Currencies dialog box.
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/
98SE/Me/2000 Professional.
, Check the Windows task tray to make sure the HotSync Manager
and USB Switcher are running. If they are not running, open
HotSync Manager and USB Switcher from the Start menu.
, Make sure the cradle 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.
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Troubleshooting – Frequently Asked Questions
I am using Outlook® as my PIM, but I cannot do 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. See “Step 4: Installing the
Palm Desktop for CLIE software onto your computer” in the Read
This First manual for details.
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 CLIE software, uninstall it, and then
reinstall it.
, Make sure that Local is not selected.
I tried to perform a local HotSync operation, but it did not
complete successfully.
Try each of these in turn:
, Make sure that the USB Switcher is running.
, Make sure HotSync Manager is running. If HotSync Manager is
running, exit, and then restart it.
, Make sure that Local is not selected in the HotSync Manager menu or
the Palm Desktop for CLIE software menu.
, Check that the cradle is properly connected to the USB connector of
your computer.
, Read the HotSync Log for the user account for which you are
performing a HotSync operation.
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Troubleshooting – Frequently Asked Questions
, Make sure your CLIE handheld is seated in the cradle correctly.
, Make sure the gold-plated connectors on the cradle and your CLIE
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 CLIE handheld has
an on-off switch. Your CLIE handheld cannot “wake up” a modem
that has an auto-off feature.
, 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 CLIE handheld and have entered the
correct code.
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Troubleshooting – Frequently Asked Questions
Check the following on your CLIE 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 CLIE 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.
, On your CLIE handheld, make sure that the HotSync application is
set to IR to a PC/Handheld.
, Make sure that the IR port of your CLIE 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 CLIE 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 CLIE handheld appears to freeze when I place it near my
computer.
, Move your CLIE handheld away from the computer’s infrared port.
, Make sure that you turn the Beam Receive function off.
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Troubleshooting – Frequently Asked Questions
My CLIE 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:
1 In the Windows task bar, select Start, point to Settings, and then
select Control Panel.
2 Double-click Infrared.
3 Click the Options tab.
4 Clear the selection of the option “Search for and provide status for
devices within range.”
5 Click Apply and OK.
, Move your CLIE handheld away from the computer’s infrared port.
, Make sure that you turn the Beam Receive function off.
I cannot cancel a HotSync operation midway.
, You may not be able to cancel a job a few seconds after you start a
HotSync operation via a USB connection. Wait for a while and try
again.
I cannot backup some data at a HotSync operation.
, Some data is designed not to be backed up by a HotSync operation.
When I tap the HotSync button on the cradle, nothing
happens on the Palm Desktop for CLIE software and my CLIE
handheld times out.
, Check the Palm Desktop for CLIE software HotSync Setup options to
confirm that you have the correct settings for local HotSync
operations.
, Close and restart HotSync Manager and USB Switcher on your
computer.
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Troubleshooting – Frequently Asked Questions
, Make a copy of your Palm folder. Uninstall, and then reinstall the
Palm Desktop for CLIE software.
, Turn on your CLIE 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 CLIE software.
, If you have performed a HotSync operation successfully, but you
cannot find the data from your CLIE handheld on the Palm Desktop
for CLIE software, check to see that you have the correct user name
selected for viewing data.
, Click the HotSync Manager and then choose Custom. Check that all
conduits are set to synchronize files.
I want to synchronize my computer with more than one CLIE
handheld.
, When the computer running the Palm Desktop for CLIE software is
to synchronize with more than one CLIE handheld, each CLIE
handheld must have a unique user name. Assign a unique user name
to your CLIE handheld the first time you perform a HotSync
operation.
, Please be aware that synchronizing with more than one CLIE
handheld with the same user name causes unpredictable results, and
potentially, loss of your personal information.
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Troubleshooting – Frequently Asked Questions
Beaming problems
I cannot beam data to another Palm OS PDA.
, Confirm that your CLIE 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 CLIE 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 CLIE handheld, I get a
message telling me it is out of memory.
, Your CLIE handheld requires at least twice the amount of memory
available as the data you are receiving. For example, if you are
receiving a 30K application, you must have at least 60K free.
, Perform a soft reset. See “Resetting your Sony CLIE Handheld”
(page 26) for more information.
I cannot beam Address Book data.
, You cannot beam Address Book data to a CLIE 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 CLIE
handheld.
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Troubleshooting – Frequently Asked Questions
Recharging problems
When I place my CLIE handheld in the cradle, it does not
recharge.
, Confirm that your CLIE handheld is well seated in the cradle.
, Confirm that your cradle is plugged into an AC power adapter.
, Confirm that you are using the cradle and AC adapter that came
with your CLIE handheld.
, Confirm your CLIE handheld is turned off. Otherwise, it will not
fully charge.
Password problems
I forgot the password, and my CLIE handheld is not locked.
, You can use Security to delete the password, but your CLIE
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 CLIE handheld:
1 Perform a HotSync operation to back up your data.
2 Tap Forgotten Password in Security to remove the password and
delete all private records.
3 Perform a HotSync operation to synchronize your data and restore
the private records by transferring them from your computer to
your CLIE handheld.
I forgot the password and my CLIE handheld is locked.
,
If you assign a password and lock your CLIE handheld, you must perform
a hard reset to continue using your CLIE handheld. See “Resetting your
Sony CLIE Handheld” (on page 26) for more information.
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Troubleshooting – Frequently Asked Questions
®
“Memory Stick ” media problems
®
I cannot copy/move data from “Memory Stick ” media to my
CLIE handheld.
, Your CLIE handheld requires at least twice the amount of memory
available as the data you are copying/moving. For example, if you
are copying/moving a 30K application, you must have at least 60K
free.
I inserted “Memory Stick” media, but the message “Please
insert Memory Stick media” appears.
, Your “Memory Stick” media is not recognized by your CLIE
handheld. Remove it and insert it again.
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Troubleshooting – Frequently Asked Questions
If you cannot perform a HotSync operation
If you have reviewed the items in the Troubleshooting list and the HotSync
problem persists, try the following procedures to perform a HotSync
operation.
Check that the device driver is working properly
Under Windows 2000 Professional
1 Right-click the My Computer icon and then click Properties from
the shortcut menu.
The System Properties window is displayed.
2 Click the Hardware tab and then click the Device Manager
button.
3 Click
the of Port (COM & LPT).
changes to and the Port details are displayed.
The
4 Press the HotSync button on the cradle.
When the device driver functions properly, SonyPEG Virtual Port
(COM*) appears.
•If a “!” or an “X” mark is displayed, go to step 5 to remove the driver.
•If SonyPEG is displayed properly, follow the procedures in
“Checking for an unnecessary device driver in the Device Manager
tab” later in this section.
5 Click USB Switcher in the Windows task tray and then select Exit
from the shortcut menu.
6 Right-click SonyPEG (COM*) and then select Remove while
SonyPEG (COM*) is displayed.
The SonyPEG is displayed only for less than a minute after you press the
HotSync button.
7 Click OK and then remove your CLIE handheld from the cradle.
8 Perform a soft reset of your CLIE handheld.
9 Restart your computer.
10 Place your CLIE handheld on the cradle and then press the
HotSync button.
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Troubleshooting – Frequently Asked Questions
Under Windows 98/98SE/Me
1 Right-click the My Computer icon and then click Properties from
the shortcut menu.
The System Properties window is displayed.
2 Click the Device Manager tab.
3 Press the HotSync button on the cradle.
4 If nothing happens in the Device Manager window, click
Refresh.
5 Click the
of Port (COM & LPT) and Universal serial bus
controller.
The
changes to
.
When the device driver functions properly, SonyPEG Virtual Port
(COM*) and Sony PEG appear.
•If a “!” or an “X” mark is displayed, go to step 6 to remove the driver
and then reinstall it.
•If SonyPEG Virtual Port is displayed properly, follow the procedures
in “Checking for an unnecessary device driver in the Device
Manager tab” later in this section.
6 Click USB Switcher in the Windows task tray and then select Exit
from the shortcut menu.
7 Right-click SonyPEG Virtual Port (COM*) and then select
Remove while it is displayed.
The SonyPEG Virtual Port is displayed only for less than a minute after
you press the HotSync button.
8 Right-click SonyPEG and then select Remove while it is
displayed.
The Sony PEG is also displayed only for less than a minute after you
press the HotSync button.
Tip
When you start Windows in Safe mode, you can remove SonyPEG Virtual Port
and SonyPEG easily since they are displayed without pressing the HotSync
button. For details on Safe mode, see the Windows documentation.
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Troubleshooting – Frequently Asked Questions
9 Click OK and then remove your CLIE handheld from the cradle.
10 Perform a soft reset of your CLIE handheld.
11 Restart your computer.
12 Place your CLIE handheld on the cradle and then press the
HotSync button.
Checking for an unnecessary device driver in the Device
Manager tab
Right-click the My Computer icon and then click Properties
from the shortcut menu.
1
The System Properties window is displayed.
• When using Windows 2000 Professional, click the Hardware
tab and then click the Device Manager button.
2
•
When using Windows 98/98SE/Me, click the Device Manager
tab.
Check to see if there is a device with the “!” or “X” mark in
the list.
3
A device with one of the marks will not operate properly and may affect
the USB Switcher operation. Remove the device or contact the supplier of
the driver about upgrading the driver.
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Troubleshooting – Frequently Asked Questions
You cannot perform a HotSync operation before you install
the Palm Desktop for CLIE software onto your computer
If you perform a HotSync operation before you install the CLIE drivers,
other drivers may be installed. Make sure to install the Palm Desktop for
CLIE software first and then perform a HotSync operation.
Do not use a USB hub
If you connect the cradle to your computer via a USB hub, you may not be
able to perform a HotSync operation properly. Make sure to connect the
cradle 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.
Check the USB driver being used
If you are using or have used a communication device that uses a virtual
COM port, its driver may conflict with the driver for your CLIE handheld,
preventing a HotSync operation. Remove the relevant driver or reinstall the
driver for your CLIE handheld. Or reinstall all software on your computer.
Check that the USB port of your computer is enabled
If you are using Windows 95 pre-installed computer or another old type of
computer equipped with a USB port, the USB port may be disabled by
default. If another device such as a USB mouse cannot be used, check the
BIOS setting of your computer.
Also check the Device Manager. Right-click on My Computer and then select
Properties. Click Device Manager tab and check that USB controller is listed
in the Device Manager screen.
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Getting Help
Sony offers several support options for your CLIE handheld. When you
have questions or trouble, please refer to one of the following for a solution:
I Read This First (supplied), Operating Instructions (this guide), and
Add-on Application Guide (supplied) explain how to use your CLIE
handheld.
I Your Sony CLIE Handheld support Web site
http://www.sony.com/peg/support/
Provides the latest information on your CLIE handheld. On this Web
site, you will find:
• Frequently Asked Questions (FAQs)
• Online Operating Instructions
• Installation information
• Software updates
• Online knowledge base
I 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/.
I 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) .
I The Sony Customer Information Service Center offers information
about your CLIE handheld and other Sony products that work with
your computer. To contact the Sony Customer Information Service
Center, call
1-877-760-SONY (7669) .
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Specifications
OS
Palm OS ver. 3.5
CPU Dragonball VZ 33MHz
Memory
Audio recording time (when using a
128 MB “Memory Stick” media)
Approx. 120 min.
(bit rate: 132kbps)
8 MB (DRAM)
Approx. 160 min.
(bit rate: 105kbps)
4 MB (Flash memory)
User memory range:
approx. 7 MB
Approx. 240 min.
(bit rate: 66kbps)
Audio Recording format
ATRAC3**
External input/output
Interface connector
IrDA (1.2)
MP3
Sampling frequency
44.1 kHz
Memory Stick slot
LCD display
Frontlight TFT color display
Output
320 × 320 dots, 256 colors
Headphones: stereo mini-jack
Power requirements
Dimensions
11
Approx. 2 7/8 × 4 3/4 × /16
AC power adapter (supplied)
DC5.7V
inches (71.0 x 118.5 x 16.8 mm)
(w/h/d)
(dedicated connector)
Mass
Battery
Lithium ion battery
(built-in)
Approx. 5.65 oz (160g)
(including the supplied stylus)
Battery life
Operating temperature
41ºF - 95ºF (5ºC - 35ºC)
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.
Approx. 11 hours (in operation
with LCD off)*
** The ATRAC3 content-protected
music is supported when used
with “MagicGate Memory
Approx. 3 hours (in operation
with LCD on)*
Stick” media (not supplied).
Audio frequency response
20 Hz to 20,000 Hz
Design and specifications are subject
to change without notice.
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Limited Warranty Statement
Sony Personal Entertainment Organizer Warranty
The limited warranty on your hardware covers parts and labor against defects in
material or workmanship for a period of three months from the original date of
purchase. You can extend the warranty period for an additional nine months by
registering your CLIE handheld. See “Customer registration” in Read This First. Once
you register your CLIE handheld, the limited warranty period is twelve months from
the original date of purchase.
For the purpose of this Limited Warranty “SONY” means SONY ELECTRONICS
INC. for Products purchased in the United States of America. SONY warrants this
CLIE handheld hardware product (“the Product”) against defects in material or
workmanship as follows:
1. Labor: For a period of ninety (90) calendar days from the original date of purchase from
SONY or a SONY authorized reseller, SONY will repair defects in material or
workmanshipintheProductatnocharge,orpaytheassociatedlaborchargestoaSONY
authorized service facility. The ninety (90) day warranty period is extendible only to the
original purchaser, for an additional period of nine (9) months, for a total of twelve (12)
months from date of purchase when the Product is registered electronically prior to the
expiryofninety(90)daysfromtheoriginaldateofpurchase. Aftertheapplicableperiod
you must pay for all labor charges.
2. Parts:Foraperiod ofninety (90) calendar days from the original dateofpurchasefrom
SONY or a SONY authorized reseller, SONY will supply, at no charge, new or rebuilt,
atSONY’soption,replacementpartsinexchangefordefectiveparts.Anyreplacement
partswillbewarrantedfortheremainderoftheoriginalwarrantyperiodorninety(90)
calendar days from installation by SONY’s authorized service facility, whichever is
longer. The ninety (90) day warranty period is extendible only to the original
purchaser, foranadditionalperiodofnine(9)months, foratotaloftwelve(12)months
from date of purchase when the Product is registered prior to the expiry of ninety (90)
days from the original date of purchase. All defective parts replaced under this
Limited Warranty will become the property of SONY.
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Limited Warranty Statement
This Limited Warranty covers only the hardware components packaged with the
Product. It does not cover the technical assistance for hardware or software usage and
it does not cover any software products whether or not contained in the Product.
SONY excludes all warranties express or implied in respect of any software provided
with the product and any such software is provided AS IS unless expressly provided
for in any enclosed software limited warranty. Please refer to the End User License
Agreements included with the Product for your rights and obligations with respect to
the software.
This Limited Warranty is non-transferable. Proof of purchase in the form of a bill of sale
(which is evidence that the Product is within the warranty period) must be presented to
obtain warranty service. In addition, if replacement parts are required and you wish to
receive the most expedient service available, you will be required to provide SONY with
a credit card authorization to bill your credit card in the event you fail to return the
original parts in the postage-paid envelope we provide. The credit card will only be
charged for SONY’s list price for the part if the original part has not been returned within
thirty (30) days.
With respect of certain components you may be entitled to express warranty service
during the warranty period, subject to certain restriction. Please contact SONY as
indicated below for further information.
With respect to all service provided, it is your responsibility prior to Product service to
backup the data stored in its memory. It is likely that the contents of the memory will
be lost or reformatted in the course of service and SONY will not be responsible for any
damage to or loss of any programs, data or other information stored on any media or
any part of any Product serviced hereunder or any consequential damages resulting
therefrom.
IF DURING THE REPAIR OF THE PRODUCT THE CONTENTS OF THE MEMORY
ARE ALTERED, DELETED OR IN ANY WAY MODIFIED, SONY IS NOT
RESPONSIBLE WHATSOEVER. YOUR PRODUCT WILL BE RETURNED TO YOU
CONFIGURED AS ORIGINALLY PURCHASED (SUBJECT TO AVAILABILITY OF
SOFTWARE AND ANY SUBSEQUENT REVISION).
Be sure to remove all third party hardware, software, features, parts, options,
alterations, and attachments not warranted by SONY prior to sending the Product to
SONY for service. SONY is not liable for any loss or damage to these items.
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Limited Warranty Statement
This Limited Warranty does not cover any consumable items supplied with the
Product; cosmetic damages; damage or loss to any software programs, data, or media;
or damage due to (1) acts of God, accident, misuse, abuse, negligence, commercial use
or modifications of this Product; (2) improper operation or maintenance of this
Product; (3) connection to improper voltage supply; or (4) attempted repair by any
party other than a SONY authorized service facility. This warranty does not cover
physical damage to the surface of the product, including cracks or scratches on the
LCD touchscreen or outside casing. This Limited Warranty does not apply when the
malfunction results from the use of the Product in conjunction with accessories,
products or ancillary or peripheral equipment, or where it is determined by SONY that
there is no fault with the Product itself. This Limited Warranty is valid only in the
United States of America. This Limited Warranty is invalid if the factory-applied serial
number has been altered or removed from the product.
Repair or replacement of defective parts or hardware as provided under this Limited
Warranty is the exclusive remedy of the consumer. SONY SHALL NOT BE LIABLE
FOR ANY INCIDENTAL OR CONSEQUENTIAL DAMAGES OR OTHER DAMAGES
INCLUDING BUT NOT LIMITED TO, LOSS OF PROFITS, LOSS OF REVENUE, LOSS
OF DATA, LOSS OF USE OF THE PRODUCT OR ANY ASSOCIATED EQUIPMENT,
DOWNTIME AND PURCHASER’S TIME OR FOR BREACH OF ANY EXPRESS OR
IMPLIED WARRANTY, BREACH OF CONTRACT, NEGLIGENCE, STRICT
LIABILITY OR ANY OTHER LEGAL THEORY RELATED TO THIS PRODUCT.
EXCEPT TO THE EXTENT PROHIBITED BY APPLICABLE LAW, ANY IMPLIED
WARRANTY OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR
PURPOSE ON THIS PRODUCT IS LIMITED IN DURATION TO THE DURATION OF
THIS WARRANTY.
Some states do not allow the exclusion or limitation of incidental or consequential
damages, or allow limitations on how long an implied warranty lasts, so the above
limitations or exclusions may not apply to you. This Limited Warranty gives you
specified legal rights, and you many have other rights which vary from state to state.
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Limited Warranty Statement
Technical Support: Although technical support is not provided free of charge under
this Limited Warranty, SONY has established a telephone number for technical
support. Charges may apply for technical support, unless and to the extent that free
technical support for a limited period is provided in writing as a feature of your
Product. Prior to placing your call, please have available the model and serial number
for your Product, date of purchase, a list of all options installed in your Product and a
detailed description of the problem.
For Product support, online knowledge base, frequently asked questions, and free
updates via the Internet: http://www.sony.com/peg/support/. For Product
information, service assistance, resolution of a service problem, or technical assistance,
call 1-877-760-SONY (7669) .
Save this for future reference.
2001 Sony Electronics Inc. Reproduction in whole or in part without written
permission is prohibited. All rights reserved. SONY is a registered trademark of Sony
Corporation.
It Is Important That You Register Your
Personal Entertainment Organizer
By registering, you receive the following benefits:
• Your 90-day limited hardware warranty is automatically extended to a full year
from the original date of purchase.
• One Year Hardware Telephone Support.
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Index
Beaming
Between two handhelds ................... 140
A
Address Book
Receiving data .................................. 142
Sending items or categories .............. 141
Editing entries .................................... 57
Entering a new entry .......................... 49
Pasting an image ................................ 55
Sorting entries .................................... 53
Using menus ...................................... 61
Viewing entries................................... 51
Adjusting the frontlight level ............... 25
Application
Categorizing ....................................... 92
Displaying in list ................................. 93
Displaying pop-up menus.................... 94
Launcher (home) screen ...................... 91
Starting/Selecting ............................... 91
Troubleshooting ................................ 193
Application buttons
Tips on beaming between
two handhelds ................................. 142
Troubleshooting ................................ 200
C
Calculator
Using Calculator ................................. 89
Using menus ...................................... 90
Categories
Categorizing items....................... 77, 95
Making a new category ...................... 97
Viewing items by category ....52, 64, 74
Cleaning ............................................ 187
Conduit.............................................. 120
Copying
Assigning applications to buttons ..... 164
Starting applications ........................... 91
Attaching notes ................................. 108
Copying data and applications to your
CLIE handheld .................................. 182
Copying data from “Memory Stick” media
to your CLIE handheld ...................... 155
Copying data to “Memory Stick”
B
BACK button ................................. 51, 72
Backing up data
media............................................... 153
By a HotSync operation ..................... 180
By “Memory Stick” media ................. 181
Battery considerations
Cradle ................................................ 114
Currencies............................................ 85
Tips and notes .................................. 188
Troubleshooting ................................ 201
Battery life ......................................... 188
Beam Receive feature ........................ 174
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Index
D
F
Date Book
FAQ(Frequently Asked Questions) ...... 190
File Link ............................................. 138
Finding items
Find option ......................................... 98
Phone LookUp .................................. 100
Formats.............................................. 168
Frontlight
Adjusting the level .............................. 25
Turning on and off .............................. 25
Full-screen dragging ............ 11, 15, 165
Agenda view ...................................... 40
Continuous/repeating events .............. 32
Day view ............................................ 36
Editing ............................................... 42
Month view ........................................ 39
Scheduling an event ........................... 29
Setting alarm ...................................... 44
Using menus ...................................... 47
Week view ......................................... 37
Deleting
G
Data in “Memory Stick” media.......... 157
Items ....................................46, 68, 76
Digitizer ............................................. 162
Dragging.............................................. 11
Getting Help ...................................... 207
Graffiti writing
Accented characters............................ 20
Alphabets........................................... 16
Basic procedures ................................ 14
Letters/numbers writing areas ............. 13
Navigation strokes .............................. 21
Non-English characters ....................... 20
Numbers ............................................ 17
Onscreen help .................................... 15
Overview ............................................ 13
Punctuation marks.............................. 18
ShortCuts .................................. 21, 176
Symbol or extended characters ............ 19
E
Edit menu .......................................... 110
Entering data
Computer keyboard ............................ 24
Graffiti writing ............................. 13, 14
Onscreen keyboard ............................. 22
Expense
Currencies list ..................................... 85
Editing items ...................................... 82
Recording new items .......................... 79
Using menus ...................................... 88
Viewing items ..................................... 81
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Index
H
L
Hard reset ............................................ 27
High Resolution Assist function ......... 178
HOLD switch .......................................... 9
Home icon ........................................... 91
HotSync button ................ 114, 118, 166
HotSync operation
Limited Warranty Statement .............. 209
Locking your CLIE handheld .............. 105
LookUp ................................................ 54
M
Making items private.. 45, 77, 102, 105
Memo Pad
Changing a user name ...................... 115
Creating a user profile for multiple CLIE
handheld .......................................... 122
File Link............................................ 138
If you cannot perform a HotSync
Creating new memos .......................... 71
Editing memos ................................... 76
Sorting memos ................................... 74
Using menus ...................................... 78
Viewing memos .................................. 73
“Memory Stick” indicator.................. 144
“Memory Stick” media
Formatting ....................................... 147
Inserting and removing ..................... 144
Overview .......................................... 143
Protecting data ................................. 146
Troubleshooting ................................ 202
Types................................................ 143
MS Gate
operation ......................................... 203
Overview .......................................... 113
Selecting a Conduit .......................... 120
Troubleshooting ................................ 194
Via Cradle (Local HotSync) ................ 114
Via IR ports ...................................... 124
Via modem ....................................... 127
Via network ...................................... 133
I
Importing data from Windows
applications .............................. 24, 136
IR port ............................................... 140
Copying CLIE data to “Memory Stick”
media............................................... 153
Copying data to your
CLIE handheld .................................. 155
Deleting data ................................... 157
J
Jog Dial navigator
Formatting “Memory Stick” media .... 147
Changing preferences ....................... 167
Compatible applications ..................... 12
How to use (pressing/rotating) ............ 12
JogAssist function ............................. 167
Starting ............................................ 149
Transferring data between two CLIE
handhelds ........................................ 185
Using menus .................................... 159
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Index
Preferences
Beam Receive feature ....................... 174
N
Notes on use ............................ 108, 187
Buttons ............................................ 164
Digitizer ........................................... 162
Display formats................................. 168
Full-screen pen stroke activities ......... 165
General preferences .......................... 170
Graffiti ShortCuts .............................. 176
High Resolution Assist function ......... 178
HotSync button................................. 166
Jog Dial navigator............................. 167
Overview .......................................... 162
Owner information ........................... 175
Time, date, and numbers formats ...... 169
Purging items .................................... 109
O
Onscreen keyboard .............................. 22
Owner information ............................ 175
P
Palm Desktop for CLIE
Basic operations ............................... 116
Locating screen components ............. 117
Starting ............................................ 116
Password
Entering a password ......................... 103
Troubleshooting ................................ 201
Performing a reset. See Reset
R
Phone LookUp ................................... 100
PIM (Personal Information Management)
Address Book ..................................... 49
Calculator........................................... 89
Common tasks ................................... 91
Date Book .......................................... 29
Expense.............................................. 79
Memo Pad.......................................... 71
To Do List ........................................... 63
Using Edit menu ............................... 110
POWER button....................................... 9
Precautions ........................................ 187
Reset
Hard reset .......................................... 27
Reset button....................................... 27
Soft reset............................................ 26
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Index
Troubleshooting
S
Applications ..................................... 193
Beaming........................................... 200
HotSync operations ........................... 194
“Memory Stick” media ..................... 202
Operations ....................................... 190
Password.......................................... 201
Recharging ....................................... 201
Tapping and writing .......................... 192
Turning on and off your
Security.............................................. 102
Selecting text in an application ......... 110
Setting
Date ................................................. 171
Password.......................................... 103
Sounds ............................................. 173
Time ................................................. 170
Soft reset ............................................. 26
Sorting items ....................................... 53
Specifications .................................... 208
Stylus
CLIE handheld ..................................... 9
U
How to use......................................... 10
Taking out the reset tip ....................... 26
USB driver.......................................... 206
User name ................................ 115, 122
Using multiple
T
CLIE handhelds....................... 122, 183
Using the stylus ................................... 10
Tapping ................................................ 10
To Do List
Changing appearances ....................... 69
Checking off items .............................. 65
Creating items .................................... 63
Setting priorities ................................. 66
Setting the due date ........................... 67
Using menus ...................................... 70
Viewing items ..................................... 64
Transferring data between two CLIE
handhelds
Using “Memory Stick” media ............ 185
Using Palm Desktop for CLIE ............. 183
Chapter6 Additional information
217
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For the latest support information,
check our official Sony CLIE Web site
http://www.sony.com/clie
Printed in Japan
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