Sony PDAs Smartphones PEG S320 User Manual

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-S320  
Chapter 6  
Additional information  
© 2001 Sony Corporation  
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Sony, Memory Stick, the Memory Stick logo,  
Jog Dial, 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.  
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-Users 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  
Creating memos (Memo Pad) .. 71  
Creating a new memo ...................... 71  
Reviewing memos............................. 73  
Editing memos .................................. 76  
Using the Memo Pad menus ............. 78  
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 .............................. 109  
Purging records............................... 110  
Using the Edit menu ....................... 111  
Choosing fonts ................................ 112  
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  
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  
Adjusting the screen ....................... 25  
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  
Beaming information ...................... 142  
Receiving beamed information ....... 143  
Tips on beaming information .......... 143  
Chapter 3  
Exchanging and updating data  
using a HotSync operation  
®
®
®
Using “Memory Stick ” media..... 144  
What is a HotSync operation? .... 114  
®
®
What is “Memory Stick ” media? . 144  
Performing a local HotSync  
operation with the USB cable ....... 115  
Inserting and removing “Memory  
Stick” media ................................... 145  
Using the Palm™ Desktop for  
CLIE software ................................ 117  
Protecting the data in “Memory  
Stick” media ................................... 147  
Starting the Palm Desktop for  
CLIE software .................................. 117  
Starting an application in “Memory  
Stick” media ................................... 148  
Basic operations of the Palm  
Desktop for CLIE software .............. 117  
Starting an application automatically  
when “Memory Stick” media is  
inserted ........................................... 148  
Locating the Palm Desktop for  
CLIE components ............................ 118  
®
Viewing information of the inserted  
“Memory Stick” media (Card Info) ...149  
Advanced HotSync operations ... 119  
®
Setting the HotSync setup options ... 119  
Formatting “Memory Stick” media ..150  
Customizing HotSync application  
settings (Conduit) ........................... 121  
Exchanging data via “Memory  
®
Stick ” media ............................... 152  
Conducting an IR HotSync operation .. 123  
Starting Memory Stick Gate  
(MS Gate) ....................................... 152  
Conducting a HotSync operation  
via modem ...................................... 126  
Creating the default folder in  
“Memory Stick” media ................... 155  
Conducting a HotSync operation  
via a network .................................. 132  
Copying your CLIE handheld data  
to “Memory Stick” media ............... 156  
Importing data from a Windows  
application ...................................... 137  
Copying data in “Memory Stick”  
media to your CLIE handheld .......... 158  
Synchronizing with external data  
(File Link) ........................................ 139  
Deleting data in “Memory Stick” media 161  
Using the MS Gate menus .............. 163  
How to read the online manual ...... 164  
Chapter 4  
Communicating using your Sony  
CLIE Handheld  
Installing applications to/from  
“Memory Stick” media without  
using MSGate ................................. 165  
Beaming between your Sony CLIE Handheld  
and another Palm OS PDA...................141  
®
What you can do with beaming ...... 141  
Continued on next page  
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Table of contents  
Chapter 5  
Adding telephone settings .............. 187  
Creating additional service templates .. 188  
Customizing your Sony CLIE  
Handheld (Preferences)  
Adding detailed information to  
a service template........................... 190  
What you can do with  
Preferences ............................ 168  
Creating log in scripts ..................... 191  
Using the Network preferences menus ... 194  
C
hanging the Buttons preferences . 170  
Assigning applications to buttons... 170  
Changing the full-screen  
Chapter 6  
pen stroke activities ........................ 171  
Additional information  
Assigning applications to  
HotSync® buttons .......................... 172  
Backing up data of your Sony  
CLIE Handheld ............................... 196  
Changing the Jog Dial™  
navigator preferences................... 173  
Backing up data in your computer  
using a HotSync operation .............. 196  
Setting the display format of the  
time, date, and numbers (Formats) . 174  
Selecting a country default ............. 174  
Selecting the time, date, and  
numbers formats............................. 175  
Backing up your CLIE handheld data  
using “Memory Stick” media ......... 197  
Using data of another Sony  
CLIE Handheld ............................... 199  
Using the Palm Desktop for CLIE  
software to transfer data ................ 199  
Setting the Date & Time preferences .. 176  
Setting the date .............................. 176  
Setting the time .............................. 177  
Setting the time zone and daylight  
saving time ..................................... 178  
Using “Memory Stick” media to  
transfer data ................................... 201  
Performing HotSync between your  
old CLIEhandheld and the new  
Palm Desktop for CLIE software...... 203  
Setting the General preferences... 179  
Setting the automatic shut-off time .. 179  
Setting sounds ................................ 180  
Turning on or off the Beam  
Receive feature ............................... 181  
Precautions ................................... 204  
Notes on use ................................... 204  
Battery considerations .................... 205  
Troubleshooting – Frequently  
Asked Questions ........................... 207  
Entering owner information ......... 182  
Creating Graffiti® ShortCuts ........ 183  
Selecting a service .......................... 185  
Getting Help.................................. 222  
Specifications ................................ 223  
Limited Warranty Statement ........ 224  
Index ............................................. 228  
Changing the Network preferences . 185  
Entering a user name ...................... 186  
Entering a password ....................... 186  
Selecting a connection .................... 187  
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About this manual  
Welcome to the Sony Personal Entertainment Organizer (referred to as the  
CLIE handheldin this manual).  
Your CLIE handheld comes with three manuals:  
Read This First  
Read This First gives an overview of your CLIE handhelds 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 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  
Adjusting the screen ...................................................................................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.  
Press the POWER button.  
When you turn on your CLIE handheld for the first time, the Setup screen  
appears.  
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 backlight of 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 171 for details.  
Chapter1 Basic operations of your Sony CLIE Handheld  
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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 173.  
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.  
Chapter1 Basic operations of your Sony CLIE Handheld  
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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.  
To 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.  
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
Chapter1 Basic operations of your Sony CLIE Handheld  
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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  
÷
(™) Trademark  
(®) Registered  
(©) Copyrighted  
() Left single quotation  
=
(¢) Cent  
(¥) Yen  
(£) Pound  
() Right single quotation  
() Left double quotation  
() Right double quotation  
(§) Section  
( ) Euro  
¿
¡
ß
µ
(º) Degree  
+
ƒ
ø
x
Chapter1 Basic operations of your Sony CLIE Handheld  
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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 183).  
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  
Date stamp  
Time stamp  
ds  
ts  
Breakfast  
Lunch  
br  
lu  
di  
Date/time stamps dts  
Meeting me  
Dinner  
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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  
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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 onscreen keyboard in the same way as in the keyboard of  
your computer. To enter capital letter, tap cap and then tap the character  
button. To delete a character, tap B.  
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 CLIE 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.”  
Chapter1 Basic operations of your Sony CLIE Handheld  
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Adjusting the screen  
You can turn the backlight of the screen off or on or adjust the contrast  
according to the lighting conditions or temperature of the environment  
where you use your CLIE handheld.  
Turning the backlight off and on  
Press and hold down the POWER button for more than two seconds to turn  
the backlight off or on.  
Adjusting the contrast level  
Even with the backlight on, you may need to further adjust the contrast of  
the screen.  
You can use the onscreen contrast control to adjust it.  
Tap 6.  
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 contrast level in larger increments, drag the  
slider to the left or right.  
Tip  
You can also press the scroll button or rotate the Jog Dial navigator to move the  
slider incrementally.  
Tap Done.  
3
Note  
If the digitizer is not configured correctly, you may not be able to make the  
adjustments properly. For details, see “Turning on your Sony CLIE handheld for the  
first time” in the Read This First manual.  
Chapter1 Basic operations of your Sony CLIE Handheld  
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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 powered,” “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 Powered logo screen 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 date and time are retained. Formats,  
Preferences, and other settings are restored to their factory default  
settings.  
Note  
If the scroll button was used just prior to hard-resetting, the hard-reset may not be  
performed.  
Chapter1 Basic operations of your Sony CLIE Handheld  
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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 ...................................................................................109  
Purging records ...................................................................................110  
Using the Edit menu ............................................................................111  
Choosing fonts ....................................................................................112  
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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.”  
Scheduling an event  
Scheduling an event for the current date  
Press the Date Book  
Date Book starts up. Todays schedule is displayed with a list of times for  
button on the front panel.  
1
a standard business day.  
Tip  
Press the Date Book button repeatedly to cycle through the Day, Week, Month,  
and Agenda views. The Date Book views are displayed at the bottom left of the  
screen.  
Tap the time line that corresponds to the beginning of the  
event.  
2
Continued on next page  
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29  
Managing schedules and events (Date Book)  
Enter a description of the event.  
You can enter a description or a note of 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 the Repeat box.  
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. Todays schedule is displayed.  
button on the front panel.  
1
2
Rotate the Jog Dialnavigator 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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36  
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. Untimed events are also displayed in the Week  
view.  
Tips for using the Week view  
To reschedule an event while in the Week view, tap and drag the event to a  
different time or day.  
Tap a blank time on any day to move to that day and have the time selected for a  
new event.  
Tap any day or date that appears at the top of the Week view to move directly to  
that day without selecting an event.  
The Week view displays the time span defined by the Start Time and End Time in  
the Date Book Preferences settings. If you have an event before or after this time  
span, a bar appears at the top or bottom of that days column. Use the onscreen  
scroll arrows to scroll to the event.  
Continued on next page  
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37  
Managing schedules and events (Date Book)  
To view the detail of an event  
Tap each time bar to view the detail of that event.  
To spot event conflicts  
An event conflict (time overlap) appears in the Week view as overlapping  
time bars and in the Day view as overlapping brackets to the left of the  
conflicting times.  
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. Todays 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 Start Time and the End  
Time.  
To change the date, tap the Date box and select a new  
date.  
The Set Date dialog box appears. Specify the year, month, and day in  
the calendar.  
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 icon appears to the far right of the event  
with the alarm.  
On the Date Book screen, tap the event to which you want to  
assign an alarm.  
1
Tap Details.  
The Event Details dialog box appears.  
2
Tap the Alarm check box to select it.  
The alarm is set.  
3
Tap the arrow V to select the time unit from among Minutes,  
Hours, or Days.  
4
Tap the 5next to the Alarm check box and enter any  
number from 0 to 99 as the number of time units.  
5
Tap OK.  
6
Continued on next page  
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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 PCcheck box, the deleted event will be  
saved onto the PalmDesktop 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 menuon page 111.  
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 will be saved onto the Palm  
Desktop for CLIE software on your computer during the next  
HotSync operation. To delete the events completely, deselect the  
check box ( ) for “Save archive copy on PC” in the Purge dialog  
box.  
Beam Event  
Sends the current event to another 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.  
Day View settings: These check boxes apply to the Day view of  
Date Book.  
- Show Time Bars: Activates the time bars that appear in the Day  
view. The time bars show the duration of an event and illustrates  
event conflicts.  
- Compress Day View: Controls how times appear in the Day view.  
When Compress Day view is off, all time slots are displayed. When  
it is on, start and end times display for each event, but blank time  
slots toward the bottom of the screen disappear to minimize  
scrolling.  
Month View settings: These check boxes apply to the Month view  
of Date Book. You can activate any or all of these settings to show  
that you have Timed, Untimed, or Daily Repeating events in the  
Month view only.  
Phone Lookup  
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.”  
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 PalmDesktop for CLIE 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 USB cableon page  
115 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 Dialnavigator to select the address entry  
you want to view.  
If the desired address entry is not displayed, rotate the Jog Dial navigator  
further to scroll up or down the entire list.  
Press the Jog Dial navigator.  
The Address View screen of the selected entry is displayed.  
3
To return to the list of address entries, press the Jog Dial  
navigator again.  
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.  
You can also use the stylus to tap the onscreen scroll arrows to scroll to the entry.  
To view an image pasted to an address entry  
Tap an image on the Address View screen. The image is displayed across the  
whole screen. To return the Address View screen, tap the image again.  
To view the next page of the Address View screen  
Rotate the Jog Dial navigator 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
3
Tap the Menu  
icon.  
Address Book menu is displayed.  
Tap Options, and then tap Preferences.  
The Address Book Preferences dialog box appears.  
Tap the desired order of the address entries in the List By field.  
Select the desired order that the address entries are to be listed when  
Address Book starts.  
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 individuals 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 individuals last name.  
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Managing addresses and phone numbers (Address Book)  
Looking up an address entry  
The Look Up feature helps you to quickly scroll to any of your address  
entries.  
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 sscrolls to Sands,and writing smscrolls  
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 entry  
You can paste an image to the address entry. Paste a photograph of a person  
or restaurant, for example, as a reminder of an address entry.  
Tap the address entry to which you want to paste an image in  
the address list.  
1
The Address View screen of the selected address entry 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 entry.  
4
Tap Done.  
The Address screen is displayed again.  
5
A camera  
icon is attached to the entry that has the pasted image.  
A camera  
icon  
Note  
If you use the Palm Desktop software to change the category of the address entry  
that has a pasted image, the image will no longer be associated with the address  
entry after the next HotSync operation. To edit an address entry with a pasted  
image, use the Address Book application in your CLIE handheld.  
To change the image  
Tap the Menu  
icon and select Another Image. Perform steps 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 entry  
You can modify part of the address entry.  
On the Address Book list screen, tap the entry you want to  
modify.  
1
The Address View screen of the selected entry 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 entry. Any changes you make apply only to  
the current entry. To select other types of phone numbers in an entry, tap the  
arrow V and select the desired label from the drop-down list.  
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Managing addresses and phone numbers (Address Book)  
Duplicating an address entry  
You can copy existing address entries you have created. This feature is useful when  
you use the address of one person or edit part of the address for another person.  
On the Address Book list screen, tap the entry you want to copy.  
The Address View screen of the selected entry appears.  
1
Tap the Menu  
icon.  
2
The Address Book menu is displayed.  
Tap Duplicate Address from the Record menu.  
The entry you selected in Step 2 is copied.  
3
The word Copyis 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 entry  
On the Address Book list screen, tap the entry you want  
to delete.  
1
The Address View screen of the selected entry 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 entry is deleted. To cancel deletion, tap Cancel.  
5
Tip  
If you select the Save archive copy on PCcheck 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 entry details  
You can change the type of information that appears in the address list  
screen, categorize an entry, and hide an entry for security reasons. You can  
also delete entries.  
On the Address Book list screen, tap the entry you want to change.  
The Address View appears.  
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 entry 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 111. The Record and Options  
menus differ depending on whether you are displaying the Address List  
screen or the Address View screen.  
Record menus  
Delete Address  
Deletes the current address entry. The Delete Address dialog box  
appears.  
Note  
By default, the entry that you delete will be saved onto the Palm  
Desktop for CLIE software on your computer during the next HotSync  
operation. To delete the entry completely, deselect the check box (  
for “Save archive copy on PC” in the Delete Address dialog box.  
)
Duplicate Address  
Makes a copy of the current entry and displays the copy in Address  
Edit so you can make changes to the copied entry. The copy has the  
same category and attached notes as the original entry.  
Beam Address  
Attach Note  
Delete Note  
Sends the current address entry to another CLIE handheld via the  
infrared communications port.  
Adds comments to the current address entry. Choosing this menu  
opens up a screen for entering comments.  
Deletes comments from the current address entry. Choosing this menu  
opens up the Delete Note dialog box. Tap Yes to delete comments and  
No to cancel the delete function.  
Select Business Card  
Beam Category  
Defines the current address entry on a business card.  
A business card icon (  
as a business card.  
) will be displayed when you set an entry  
Sends all the Address Book entries in the currently selected category  
to another CLIE 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  
CLIE handhelds with ease.  
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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 entry unless the password is entered. You can select  
the view option among Show Records, Mask Records, or Hide  
Records.  
About Address Book Shows the version information for Address Book.  
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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.”  
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
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.  
2
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 Dialnavigator 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 youve completed it.  
You can set To Do List to record the date that you completed the To Do item,  
and you can choose to show or hide completed items. For details, see  
Changing the appearance of To Do Liston 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 items priority  
setting may move its position in the list.  
On the To Do List screen, tap the Priority number on the left side of the item  
and then tap the desired Priority number.  
You can select the Priority numbers 1 through 5, with 1 being the most  
important.  
Tip  
You can also set the priority from the To Do Item Details dialog box.  
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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 days 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 PCcheck 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 menuon page 111.  
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 will be saved onto the Palm  
Desktop for CLIE software on your computer during the next HotSync  
operation. To delete the items completely, deselect the check box (  
)
for Save archive copy on PCin the Purge dialog box .  
Beam Item  
Sends the current To Do item to another CLIE handheld via the  
infrared communications port.  
Beam Category  
Sends all the To Do items in the currently selected category to another  
CLIE 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.”  
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 CLIE 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 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 Dialnavigator 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.  
Continued on next page  
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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  
PalmDesktop 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 PCcheck 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 menuon page 111. 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 CLIE handheld via the infrared communications port.  
New Memo  
Creates a new memo.  
Delete Memo  
Deletes the current memo. The Delete Memo dialog box  
appears.  
Note  
By default, the memos that you delete will be saved onto the  
Palm Desktop for CLIE software on your computer during the  
next HotSync operation. To delete the memos completely,  
deselect the check box ( ) for Save archive copy on PCin  
the Delete Memo dialog box.  
Beam Memo  
Sends the current memo to another CLIE 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 Dialnavigator 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 Typeand 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 Yorkand Pariswhich  
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 Cafeas the payee of a business lunch  
charge and Tokyoas 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
Creating/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 view  
your Expense data in a Microsoft Excel spreadsheet. You can also print the  
Expense report from a printer connected to your computer.  
Perform a HotSync operation to transfer the Expense data  
from your CLIE handheld to your computer.  
1
Click Expense in the Palm Desktop for CLIE software.  
Microsoft Excel opens, and the Expense Report dialog box appears.  
2
Note  
If you launch Expense from the Start menu instead of the Palm Desktop for CLIE  
software, you must first choose your handheld user name.  
Click the expense category that you want. If you want to  
define an end date for the expense report, enter the date in  
the End Date box.  
3
Tips  
• You can press Ctrl+click to select multiple categories. To print the expenses  
associated with all of your Expense categories, select All in the Categories group.  
• If you do not specify an end date, all the expense entries for the selected  
categories (up to the date of the last HotSync operation) appear.  
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Managing expenses (Expense)  
Click one of the following:  
4
Print: the expense report is displayed in the Print Preview window.  
Click Print in the Microsoft Excel window to print your expense  
report.  
Create: Your expense data is displayed in Microsoft Excel  
spreadsheet form. You can enter information, make formatting  
changes, and save and print the file in the normal manner.  
Using expense report templates  
Palm Desktop for CLIE software includes several expense report templates.  
When you use one of these templates, you can edit your expense data in  
Microsoft Excel.  
To view your expense data using a Microsoft Excel template, click Options  
after creating an expense report. Click the templates menu, then select an  
expense template. Then, click OK.  
Tip  
The templates have the extention .xlt and are stored in the Template folder in the  
“C:\Program Files\Sony Handheld” directory on your computer. To see what a  
template looks like before you use it, open the template in Microsoft Excel.  
Customizing the Currency list  
You can change the currencies and symbols that appear for currencies to be  
used in Expense.  
To change the currency list  
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.  
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Managing expenses (Expense)  
3 Tap the arrow V next to Currency and then tap Edit currencies  
from the drop-down list.  
The Select Currencies dialog box appears.  
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 menuon page 111.  
Record menus  
Delete Item  
Deletes the current Expense item. The Delete Expense dialog box  
appears.  
Note  
By default, the items that you delete will be saved onto the Palm  
Desktop for CLIE software on your computer during the next HotSync  
operation. To delete the items completely, deselect the check box  
(
) for Save archive copy on PCin 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 TaxiExpense  
type. Writing Tand then Eenters Telephonewhich 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, division and square root.  
Do either of the following to start the Calculator:  
1
Tap the Calculator  
icon.  
Rotate the Jog Dialnavigator 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.  
Calculates the square root of the entered number. Tap the button after entering the  
number.  
Using the Calculator menus  
Copy, Paste  
Copies a number from Calculator and pastes it into another  
application. Similarly, you can also paste numeric values you copied  
from another application such as Expense into Calculator.  
Recent Calculations You can review the last series of calculations.  
About Calculator  
Shows the version information for Calculator.  
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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 Dialnavigator 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  
To open applications in the Memory Stickmedia  
To open an application in the Memory Stickmedia from the Application  
Launcher screen, tap the arrow V in the upper-right corner of the  
Application Launcher screen and select Card (or a category with the Card  
icon). Then, tap the icon of the application you want to open.  
The Card icon is displayed only when a Memory Stickmedia is inserted  
in the CLIE handheld.  
Note  
There are some restrictions when opening an application copied (not installed using  
MS Gate) onto the CLIE handheld from the Memory Stickmedia. For details, see  
page 166.  
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.  
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Performing common tasks  
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.  
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  
You can choose to display applications in a list format. You can also choose  
to view the same category of applications each time you open the  
Application Launcher screen.  
To change the view of applications  
1 Tap the Home  
icon.  
2 Tap the Menu  
icon.  
The menu is displayed.  
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Performing common tasks  
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.  
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 an applications 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 sonyalso 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 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:  
I Lock and turn off your CLIE handheld so that it does not operate until  
you enter the correct password.  
I Set the CLIE handheld to automatically lock at/after a preset time, or  
whenever you turn it off.  
I Mask all records that you mark as private so the information appears  
greyed out.  
IIHide 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.  
icon on  
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Performing common tasks  
Tap Unassigned.  
The Password dialog box appears.  
2
Enter a password and a hint to remember it, 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.  
To lock your CLIE handheld with this password, see page 105.  
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
3
Enter the current password and then tap OK.  
The dialog box used to enter a new password appears.  
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Performing common tasks  
To change the password, enter a new password and then  
tap OK.  
4
To delete the password, tap Unassign.  
If you forget your password  
If you forget your password, you can delete it. Note, however, that deleting  
a forgotten password also deletes all entries and records marked as Private.  
(If you synchronize with your computer before deleting a forgotten  
®
password, you can restore your private records at the next HotSync  
operation.)  
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  
operationfor more information.  
Assign a password and a hint to remember it.  
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  
Setting your CLIE handheld to lock automatically  
You can set your CLIE handheld to lock whenever you turn it off.  
Back up your data and assign a password.  
Follow the steps described in Locking your CLIE handheld with a  
password.  
1
Tap Never.  
The Password screen appears.  
2
Enter your password, and then tap OK.  
The Lock Handheld screen appears.  
3
Tap your choice from the list.  
Never: Your CLIE handheld will not lock automatically. To lock it  
4
manually, you must tap Lock & Turn Off in the Security screen.  
On power off: Your CLIE handheld will lock when it is turned off.  
At a preset time: The Set Time dialogbox appears. Set a time so  
your CLIE handheld will lock at that preset time.  
After a preset delay: Set your CLIE handheld to lock if inactive for  
a preset time. Enter the time, and tap the arrow V next to it to select  
minute(s) or hour(s).  
Tap OK.  
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  
Expenses  
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.  
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 USB cable, 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? .................................................................114  
Performing a local HotSync® operation with the USB cable ......................115  
Using the PalmDesktop for CLIE software ............................................117  
Starting the Palm Desktop for CLIE software ........................................117  
Basic operations of the Palm Desktop for CLIE software .......................117  
Locating the Palm Desktop for CLIE components ..................................118  
Advanced HotSync® operations .................................................................119  
Setting the HotSync® setup options......................................................119  
Customizing HotSync application settings (Conduit) .............................121  
Conducting an IR HotSync operation ....................................................123  
Conducting a HotSync operation via modem ........................................126  
Conducting a HotSync operation via a network ....................................132  
Importing data from a Windows application.........................................137  
Synchronizing with external data (File Link) ..........................................139  
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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 PalmDesktop 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.  
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®
Performing a local HotSync operation with the USB  
cable  
This section describes how to perform a HotSync® operation using the USB  
cable (local HotSync), assuming that you have done all the necessary  
preparations and installations for your 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.  
Connect the CLIE handheld to the USB cable.  
1
On your CLIE Handheld, rotate the Jog Dialnavigator to  
select HotSync and then press the Jog Dial navigator. Or tap  
2
the HotSync  
icon on the Application Launcher screen.  
The HotSync screen appears on your CLIE Handheld.  
Tap the HotSync  
The HotSync operation starts.  
icon.  
3
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 USB cable 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  
computer screen and Local Serial is not selected from the shortcut menu. If the  
HotSync icon is not shown in the task tray, click Start, point to Programs, Sony  
icon is displayed in the Windows task tray on your  
Handheld, and then click HotSync Manager. Tap the HotSync  
handheld to start the HotSync operation.  
icon on your CLIE  
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Performing a local HotSync® operation with the USB cable  
To change the user name  
In the PalmDesktop 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 PalmDesktop for CLIE software  
The PalmDesktop 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 with  
your computer. 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 PalmDesktop 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  
handhelds 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.  
Continued on next page  
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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 modemon page 126 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 networkon page 132 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. These options are called  
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  
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 USB cable.  
Before you start performing an IR HotSync operation  
Check the following:  
Your computer is equipped with an infrared port supporting the IrDA  
standards.  
The infrared port of your computer is enabled for Windows use.  
To enable the IR port with Windows, see the manual of the computer you  
are using or the Windows online help.  
Which port number is allocated to the infrared port.  
Check the infrared port number in the Infrared Monitor in the Control  
Panel. For information on the Infrared Monitor, see the manual of the  
computer you are using or the Windows online help.  
Preparing your computer  
To perform an IR HotSync operation, you have to allocate a virtual port to  
an IR HotSync operation.  
Click the HotSync  
right corner of the taskbar) and then select Local Serial 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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123  
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 Possiblerate 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 USB cable after you make the  
HotSync Setup settings for an IR HotSync operation, you should restore the local  
HotSync settings. For details, see To restore the local HotSync settingson page 125.  
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 Dialnavigator 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 USB cable to your computer.  
2 Click the HotSync  
icon in the Windows task tray and clear  
the check-mark of Local Serial 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 USB cable. After that, you can  
perform a modem HotSync operation.  
It may take many minutes to complete a HotSync operation via modem. To  
minimize the time required to synchronize data with a modem, we suggest you  
define the files and/or applications you synchronize during a modem HotSync  
operation in advance. For details, see To select the conduits for a modem HotSync  
operationon page 130.  
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 Possiblerate 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 youre not  
sure of your modem type or your modem doesnt 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 pausein the dialing sequence. Each  
comma equals a two second pause.  
2 If the phone line youre using for your CLIE handheld has Call  
Waiting, select the Disable call waitingcheck 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 cardcheck box and enter the calling card number.  
Note  
If you plan to connect to your companys dial-in server (network modem) instead  
of connecting to a computer modem, see Conducting a HotSync operation via a  
networkon page 132.  
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 (Network Modem Sync) or by using a USB cable  
that is connected to any computer on your LAN or WAN (LAN Sync)  
(provided that the computer connected to the USB cable also has the  
Network HotSync application installed, your computer is on, and the  
HotSync Manager is running).  
To connect to your companys dial-in server  
The Network HotSync application requires the following:  
Your computer has TCP/IP support installed.  
Both your companys network system and its remote access server  
support TCP/IP.  
You have a remote access account.  
Everything you need to connect to your companys 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  
In order to perform a HotSync operation via network, you must first confirm  
the settings of your computer and CLIE handheld so that they can locate  
each other.  
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.  
Continued on next page  
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Advanced HotSync® operations  
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
Click OK.  
4
Connect your CLIE handheld to the USB cable and perform a  
HotSync operation.  
5
This HotSync operation records the network information about your  
computer onto your CLIE handheld.  
Check if your computer`s network information (Primary PC  
name and Primary PC address) is entered in your CLIE  
handheld:  
6
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 Primary PC Setup from the Options menu.  
The Primary PC Setup screen is displayed.  
4 On your computer, click the HotSync  
icon in the Windows  
task tray and then select Setup from the shortcut menu.  
5 Click the Network tab, then click TCP/IP Settings to open the  
TCP/IP Settings screen.  
6 Confirm that the Primary PC name and Primary PC address on  
both screens displayed in step 3 and 5 match. If they do not,  
change the Primary PC name and Primary PC address entered in  
your CLIE handheld, then tap OK.  
7 On your computer, tap OK to close the TCP/IP Settings screen  
and the Setup screen.  
Continued on next page  
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Advanced HotSync® operations  
Preparing your CLIE handheld and performing a network  
HotSync operation  
When dialing into a network (Network Modem Sync)  
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 Modem Sync Prefs from the Options menu.  
The Modem Sync Preferences screen is displayed.  
Tap Network.  
4
5
Tap OK.  
The HotSync screen appears again.  
Tap Modem and then Select Service.  
The Preferences screen is displayed.  
6
Continued on next page  
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Advanced HotSync® operations  
Note  
See Changing the Network preferenceson page 185 for information on creating  
a network connection.  
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 Conduit Setup from the Options menu.  
Follow the instructions in To select the conduits for a modem HotSync  
10  
operation on page 130.  
Perform a HotSync operation via modem.  
Follow the instructions in Performing a HotSync operation via modem”  
11  
on page 131.  
When connecting via cable to the network computer  
(LAN Sync)  
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 LAN Sync Prefs from the Options menu.  
The LAN Sync Preferences screen is displayed.  
Continued on next page  
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135  
Tap LANSync.  
4
5
Tap OK.  
The HotSync screen appears again.  
Tap the Menu  
icon.  
6
7
Tap Conduit Setup from the Options menu.  
Follow the instructions in To select the conduits for a modem HotSync  
operation on page 130.  
Perform a local HotSync operation.  
Follow the instructions in Performing a local HotSync operation with the  
8
USB cableon page 115.  
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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  
Text (*.txt): Memo Pad only  
Date Book archive (*.dba)  
Address Book archive (*.aba)  
To Do archive (*.tda)  
Memo Pad archive (*.mpa)  
Archive formats can only be used with the Palm Desktop for 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 Palm Desktop for  
CLIE software information.  
Continued on next page  
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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 become  
side-by-side 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 softwares Memo Pad archive (*.mpa)  
Palm Desktop for CLIE softwares 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 device via  
®
the infrared communications port or Memory Stick media. It also explains how to  
handle Memory Stickmedia and how to use the MS Gate application software for  
managing the data in Memory Stickmedia.  
Contents  
Beaming between your Sony CLIE Handheld and another Palm OS® PDA .141  
What you can do with beaming ...........................................................141  
Beaming information ...........................................................................142  
Receiving beamed information.............................................................143  
Tips on beaming information ...............................................................143  
Using Memory Stick®media ..................................................................144  
What is Memory Stick®media?........................................................144  
Inserting and removing Memory Stickmedia ....................................145  
Protecting the data in Memory Stickmedia ......................................147  
Starting an application in Memory Stickmedia .................................148  
Starting an application automatically when Memory  
Stickmedia is inserted .......................................................................148  
Viewing information of the inserted Memory Stickmedia (Card Info) 149  
Formatting Memory Stickmedia ......................................................150  
Exchanging data via Memory Stick®media ...........................................152  
Starting Memory Stick Gate (MS Gate) .................................................152  
Creating the default folder in Memory Stickmedia ...........................155  
Copying your CLIE handheld data to Memory Stickmedia ................156  
Copying data in Memory Stickmedia to your CLIE handheld.............158  
Deleting data in Memory Stickmedia ...............................................161  
Using the MS Gate menus ...................................................................163  
How to read the online manual ...........................................................164  
Installing applications to/from Memory Stickmedia  
without using MSGate .........................................................................165  
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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 thats 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  
button for about two seconds to  
beam your business card.  
You can use Graffiti to beam the current entry (  
then tap ).  
then , or  
and  
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®
Using Memory Stick media  
®
What is Memory Stick media?  
®
Memory Stick media is a new compact, portable and versatile Integrated  
Circuit recording medium with a data capacity that exceeds a floppy disk.  
Memory Stickmedia is specially designed for exchanging and sharing  
digital data among Memory Stickmedia compatible products such as a  
digital video camera. Because it is removable, Memory Stickmedia can  
also be used for external data storage.  
Memory Stickmedia allows you to exchange data between your CLIE  
handheld and your computer or a digital camera that supports Memory  
Stickmedia. To exchange data via Memory Stickmedia, your CLIE  
handheld uses the supplied Memory Stick Gate (MS Gate) software.  
Types of Memory Stickmedia  
There are two types of Memory Stickmedia:  
• “MagicGate Memory Stickmedia equipped with MagicGatecopyright  
protection technology. MagicGate Memory Stickmedia is distinguished  
by the  
logo.  
• “Memory Stickmedia that is not equipped with MagicGatecopyright  
protection technology.  
You can use both types of Memory Stickmedia. Note however, that  
your CLIE handheld does not support the MagicGate Memory Stick”  
technology. You can use MagicGate Memory Stickmedia with your  
CLIE Handheld as a standard Memory Stickmedia.  
Note on MagicGate Memory Stickmedia  
®
If you use MS Gate or Windows Explorer to copy a protected file onto a MagicGate  
Memory Stickmedia or if you handle a folder containing a protected file, the file may  
be disabled. To handle copyright-protected files, use a MagicGatecompliant device  
®
such as Memory Stick Walkman , or a Sony VAIO computer with MagicGate”  
compliant application such as OpenMG Jukebox.  
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Using Memory Stick media  
Inserting and removing Memory Stickmedia  
Insert Memory Stickmedia into the Memory Stickslot as illustrated  
below. The contents of the Memory Stickmedia is displayed  
automatically.  
The Memory Stickindicator  
lights in orange while your  
CLIE handheld is accessing  
Memory Stickmedia.  
Note  
Insert Memory Stickmedia in the right direction. If Memory Stickmedia is forced  
in the wrong way, it may be damaged.  
To remove Memory Stickmedia  
Make sure that your CLIE handheld is not writing to or reading data from  
Memory Stickmedia.  
Push Memory Stickmedia gently into the slot and then release it so that  
Memory Stickmedia pops out. Then pull it out from your CLIE handheld.  
Push Memory Stickmedia in.  
Pull Memory Stickmedia out.  
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Using Memory Stick media  
Notes on using “Memory Stick” media  
When you use Memory Stickmedia, follow these precautions:  
Avoid touching the terminal of Memory Stickmedia or contacting it  
with a metal object.  
Do not drop, bend, or submit Memory Stickmedia to external shock.  
Do not disassemble or modify Memory Stickmedia.  
Avoid getting liquids on Memory Stickmedia.  
Avoid using or storing Memory Stickmedia in a location subject to:  
extremely high temperature such as the hot inside of a car, the  
outdoors exposed to direct sunlight, or near a heater.  
direct sunlight  
high humidity  
corrosive substances  
magnetic fields  
excessive dust  
When storing and carrying Memory Stickmedia, keep it in its original  
case to ensure protection of important data.  
Save a backup for important data.  
Avoid removing Memory Stickmedia from the insertion slot while data  
is being written or read.  
To avoid damaging or erasing data, do not  
release Memory Stickmedia or unplug the AC power adapter  
while formatting, or reading or writing data.  
use Memory Stickmedia 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 Stickmedia. If  
this occurs, connect the AC power adapter or fully charge your CLIE  
handheld.  
Use the MS Gate software to format Memory Stickmedia 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 Stickmedia that has been formatted by another  
application, a message prompting you to format it is displayed. To use  
Memory Stickmedia 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 Stickmedia  
To prevent accidental erasure of important data, you can use the write  
protect tab of Memory Stickmedia. Slide the tab to the left or right to  
enable or disable writing to Memory Stickmedia.  
Write enable position  
Slide the tab to the left to select the write enable position. You can write and  
read the data in Memory Stickmedia.  
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 Stickmedia.  
Back side  
Write Protect  
Position  
Write Enable  
Position  
LOCK  
LOCK  
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®
Using Memory Stick media  
Starting an application in Memory Stickmedia  
To open an application in the Memory Stickmedia from the Application  
Launcher screen, tap the arrow V in the upper-right corner of the  
Application Launcher screen and select Card (or a category with the Card  
icon). Then, tap the icon of the application you want to open.  
Note  
If the application you are about to open had been installed to the Memory Stick”  
media through a HotSync operation, some Sony application may not start. For details,  
see page 166.  
Starting an application automatically when Memory  
Stickmedia is inserted  
The Memory Stick Autorun (MS Autorun) allows you to start a specified  
application automatically when Memory Stickmedia is inserted into your  
CLIE handheld. You can select your favorite application as the auto-run  
application. For example, if you like watching still images, set PictureGear™  
Pocket to start automatically.  
See the supplied Add-On Application Guide for details.  
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Using Memory Stick media  
Viewing information of the inserted Memory Stick”  
media (Card Info)  
The Card Info gives you the outline (such as the remaining memory space)  
of the Memory Stickmedia inserted into your CLIE handheld. You can  
also give a name to each Memory Stickmedia, which comes in handy  
when you have more than one Memory Stickmedia.  
Rotate the Jog Dialnavigator to select Card Info and press  
1
the Jog Dial navigator. Or tap the Card Info  
Application Launcher screen.  
icon on the  
The Card Info screen appears.  
Attaching a name to a Memory Stickmedia  
Rotate the Jog Dialnavigator to select Card Info and press  
1
the Jog Dial navigator. Or tap the Card Info  
Application Launcher screen.  
icon on the  
The Card Info screen appears.  
Tap the Menu  
icon.  
2
3
Tap Rename Card.  
The Rename Card dialog box appears.  
Continued on next page  
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®
Using Memory Stick media  
Enter a new name for the inserted Memory Stickmedia.  
4
Tap Rename.  
5
Formatting Memory Stickmedia  
Commercially available Memory Stickmedia 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 Stickmedia again:  
Rotate the Jog Dialnavigator 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
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®
Using Memory Stick media  
To cancel formatting  
Tap Cancel in step 3.  
To format a Memory Stickmedia in the Card Info screen  
You can also format a Memory Stickmedia by tapping the Menu  
icon  
on the Card Info screen, and selecting Format Card from the Card menu.  
What is formatting?  
Formatting defines the recording format for your Memory Stickmedia so that you  
can access data with your CLIE handheld.  
Notes  
If formatted, all the data previously recorded in Memory Stickmedia will be  
erased. Make sure to check the data before formatting so that you do not delete  
important data.  
To use Memory Stickmedia on your CLIE handheld, format it in your CLIE  
handheld. You may not be able to write or read properly on Memory Stickmedia  
formatted by the computer.  
If you remove or insert Memory Stickmedia during initialization, your Memory  
Stickmedia is not recognized by your computer. In this case, remove Memory  
Stickmedia, reinsert 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 Dialnavigator 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/  
MSFILESfolder is displayed even  
Tap this icon to switch the view  
between your CLIE handheld and  
Memory Stickmedia.  
when 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 Stickmedia.  
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 or  
descending order.  
Continued on next page  
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Exchanging data via Memory Stick media  
When displaying the contents of Memory Stickmedia  
The following icons with explanations are displayed only when you view  
the contents of Memory Stickmedia. For the other icons, see When  
displaying the contents of your CLIE handheld(page 153).  
: Tap this icon to display the upper folder.  
:Tap this icon to display the contents of the folder.  
Tap here to display file nameto 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 Stickmedia 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 Stickmedia  
When using either of the following Memory Stickmedia, you should  
create the default folder in Memory Stickmedia.  
• “Memory Stickmedia to be used in MS Gate Ver.2.1 for the first time  
• “Memory Stickmedia just formatted  
The default folderstands for the standard working folder where MS Gate  
Ver.2.1 reads and writes data. A folder named PALM/PROGRAMS/  
MSFILESis created in Memory Stickmedia.  
Insert Memory Stickmedia 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 Stickmedia.  
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Exchanging data via Memory Stick media  
Copying your CLIE handheld data to Memory Stickmedia  
MS Gate allows you to save the data inside your CLIE handheld onto  
Memory Stickmedia.  
Notes  
Since data copying consumes a lot of power, you cannot use the 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 Stickmedia into your CLIE handheld.  
The contents of the Memory Stickmedia is displayed.  
1
Tap the Home  
icon.  
2
3
Rotate the Jog Dial navigator to select MS Gate and then  
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.  
4
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.  
5
Tap OK.  
6
The data selected in step 3 is copied to the default folder (/PALM/  
PROGRAMS/MSFILES) in Memory Stickmedia.  
To copy all the data at once  
Tap Select All in step 4.  
To cancel the selection  
To cancel all the selections, tap Clear All.  
To clear the selection of individual selected items only, tap them one at a  
time.  
To change the destination folder  
Tap the arrow V in the upper right corner to select MS from the drop-down  
list. The contents of Memory Stickmedia 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/PROGRAMSor PALM/  
Launcherfolder. The other folders cannot be selected as destination.  
Moving your CLIE handheld data to Memory Stickmedia  
If your CLIE handheld is running out memory space, it is a good idea to  
move the data from your CLIE handheld to Memory Stickmedia.  
In step 5, tap Move.  
The data on your CLIE handheld is deleted after saved on Memory Stickmedia.  
Note  
When low battery error message is displayed while you are copying or moving data  
in your CLIE handheld to Memory Stickmedia, data copying or moving may fail,  
leaving invalid files in Memory Stickmedia. 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 Stickmedia to your CLIE handheld  
MS Gate allows you to copy the data saved in Memory Stickmedia to  
your CLIE handheld.  
Note  
Make sure your CLIE handheld has enough space before copying.  
Insert Memory Stickmedia into your CLIE handheld.  
The contents of the Memory Stickmedia is displayed.  
1
Tap the Home  
icon.  
2
3
Rotate the Jog Dial navigator to select MS Gate and then  
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  
4
the drop-down list.  
You can also select MS by tapping  
.
The data in the default folder (/PALM/PROGRAMS/MSFILES) in  
Memory Stickmedia is listed.  
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Exchanging data via Memory Stick media  
Tap to select the data you want to copy to your CLIE  
handheld.  
5
Tap COPY.  
The Copy File dialog box is displayed.  
6
Tap OK.  
7
The data selected in step 5 is copied to your CLIE handheld.  
To copy all the data at once  
Tap Select All in step 5.  
To cancel the selection  
To cancel all the selections, tap Clear All.  
To clear the selection of individual selected items only, tap them one at a  
time.  
To change the folder to be copied  
Tap  
or  
to select the folder that you want to copy, so that the folder  
display changes and you can specify a folder to be copied.  
You can only select a folder under the PALM/PROGRAMSor PALM/  
Launcherfolder. The other folders cannot be selected.  
To rename the file or folder name  
Select the file or folder that you want to rename, and then tap the Menu  
icon. Tap Tools and then Rename. Rename the file or folder in the following  
dialog box.  
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Exchanging data via Memory Stick media  
Moving data in Memory Stickmedia to your CLIE  
handheld  
You can also move data from Memory Stickmedia to your CLIE  
handheld.  
Tap MOVE in step 6.  
The data in Memory Stickmedia is deleted after being saved in your CLIE  
handheld.  
Note  
Some data such as those copied from Memory Stickmedia 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 Stickmedia  
MS Gate allows you to delete unnecessary data from Memory Stickmedia.  
Insert Memory Stickmedia in your CLIE handheld.  
The content of the Memory Stickmedia is displayed.  
1
Tap the Home  
icon.  
2
3
Rotate the Jog Dial navigator to select MS Gate and then  
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  
4
the drop-down list.  
You can also select MS by tapping  
.
The data in the /PALM/PROGRAMS/MSFILESfolder of Memory  
Stickmedia is listed.  
Tap to select the data that you want to delete.  
5
6
Tap DELETE.  
The Delete File dialog box is displayed.  
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Exchanging data via Memory Stick media  
Tap OK.  
7
The data selected in step 5 is deleted from Memory Stickmedia.  
To delete all data at once  
Tap Select All in step 5.  
To cancel the selection  
To cancel all the selections, tap Clear All.  
To clear the selection of individual selected items only,  
tap them one at a time.  
To change the folder to be deleted  
Tap  
or  
to select the folder that you want to delete, so that the folder  
display changes and you can specify a folder to be deleted.  
You can only delete user created files. Default folders are write-protected.  
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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 Stickmedia.  
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  
Stickmedia. The Move files screen appears.  
Copy  
Copies the selected data to your CLIE handheld or Memory  
Stickmedia. The Copy files screen appears.  
Delete  
Rename  
Deletes the selected data from your CLIE handheld or  
Memory Stickmedia. The Delete files screen appears.  
Changes the name of the selected file or folder of Memory  
Stickmedia.  
Create Folder  
Creates a folder in the current folder.  
Create Default Folder  
Creates the default folder (/PALM/PROGRAMS/MSFILES)  
in Memory Stickmedia.  
Change to Default Folder  
Changes the current folder as default folder.  
Options menus  
Format  
Formats Memory Stickmedia inserted in your CLIE handheld.  
Displays the memory information of Memory Stickmedia.  
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 computers  
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 computers  
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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Exchanging data via Memory Stick media  
Installing applications to/from Memory Stickmedia without  
using MSGate  
You can copy and install applications to/from a Memory Stickmedia  
from/to your CLIE handheld from the Application Launcher screen.  
However, observe the following as malfunction may occur depending on the  
application.  
You can only copy application files (files with extensions such as .prc,  
.pdb) with the following procedure. Related files will not be copied  
together at the same time.  
Data stored in the Memory Stickmedia (such as image files) will not be  
displayed.  
Insert the Memory Stickmedia into the Memory Stick”  
slot of your CLIE handheld.  
1
The contents of Memory Stickmedia are displayed.  
Tap the Home  
icon on your CLIE handheld.  
2
3
Tap Copy from the drop-down list.  
The Copy dialog box appears.  
Tap arrow V next to Copy to, and select Handheld or Card.  
4
5
6
Tap the application you want to install.  
Tap Copy.  
The selected application is installed onto your CLIE handheld.  
Tip  
You do not necessarily have to install add-on applications to the CLIE handheld in  
order to use it. If you want to save the CLIE handhelds memory space, you can  
simply tap to select the application in step 1. (Note, that such applications can only be  
used while the Memory Stickmedia containing the application is inserted in the  
CLIE handheld).  
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Exchanging data via Memory Stick media  
Notes on starting applications installed from the “Memory Stick” media  
(without using MS Gate)  
Observe the following when starting applications installed to a Memory  
Stickmedia without using MS Gate (i.e., when you installed them through  
HotSync or by copying from the Application Launcher screen).  
You can only start application files (files with extensions such as .prc,  
.pdb). Image files and movie files that come with the application cannot  
be started (played).  
If you cannot start the installed file data, move the file data to the CLIE  
handheld using MS Gate, or delete the files. If you do not use MS Gate when  
installing, applications and data files are stored in the PALM/Launcher”  
folder.  
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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 .....................................................168  
Changing the Buttons preferences ............................................................170  
Assigning applications to buttons ........................................................170  
Changing the full-screen pen stroke activities.......................................171  
Assigning applications to HotSync® buttons........................................172  
Changing the Jog Dialnavigator preferences........................................173  
Setting the display format of the time, date, and numbers (Formats) ........174  
Selecting a country default ..................................................................174  
Selecting the time, date, and numbers formats.....................................175  
Setting the Date & Time preferences .........................................................176  
Setting the date ..................................................................................176  
Setting the time...................................................................................177  
Setting the time zone and daylight saving time ....................................178  
Setting the General preferences ................................................................179  
Setting the automatic shut-off time......................................................179  
Setting sounds ....................................................................................180  
Turning on or off the Beam Receive feature..........................................181  
Entering owner information ......................................................................182  
Creating Graffiti® ShortCuts.....................................................................183  
Selecting a service ...............................................................................185  
Changing the Network preferences ...........................................................185  
Entering a user name ..........................................................................186  
Entering a password ............................................................................186  
Selecting a connection .........................................................................187  
Adding telephone settings ...................................................................187  
Creating additional service templates...................................................188  
Adding detailed information to a service template................................190  
Creating log in scripts ..........................................................................191  
Using the Network preferences menus .................................................194  
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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 (not supplied),  
and reassign the full-screen pen stroke command.  
Connection  
Configure serial, modem, and infrared communication settings.  
Date & Time  
Set the current date and time, the time zone of your present area, and turn  
on/off the daylight saving.  
Digitizer  
Calibrate the screen on your 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 tappingdoes not work as expected. For details, see Step 2:  
Turning on your Sony CLIE Handheld for the first timein 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 Beam  
Receive feature, the Stay on in Cradlefeature for use with a cradle (not  
supplied), and 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.  
®
Web Clipping  
Configure Internet connection and proxy server settings.  
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What you can do with Preferences  
Viewing Preference  
Rotate the Jog Dialnavigator 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
Backlight: Turns on the backlight of your CLIE handheld without  
using the POWER button.  
Keyboard: Opens the onscreen keyboard for entering text.  
Graffiti Help: Opens a series of screens that show the complete  
Graffiti character set.  
Turn Off & Lock: Turns off and locks your 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 (not supplied) and the  
modem (not supplied).  
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 default Jog Dial™  
navigator functions, which are:  
• Scroll the screen.  
• Select an item from a pop-up list.  
You can set to use the Jog Dial navigator to operate a third-party application  
that is not designed to use Jog Dial navigator operations (JogAssist feature).  
Notes  
• The functions activated by the JogAssist feature differ depending on the application  
you use.  
• In some applications with the Jog Dial navigator mark, part of the functions may  
change when the JogAssist feature is enabled.  
• The JogAssist feature does not support menu operations.  
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.  
The Jog Dial navigator functions change.  
2
On the default settings  
Use JogAssist is selected (  
).  
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Setting the display format of the time, date,  
and numbers (Formats)  
The Formats Preferences screen enables you to set the 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 toand 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 startsand then select  
whether you want the first day of the week to be Sunday or  
Monday.  
3
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 Date & Time preferences  
The Date & Time Preferences enables you to set the date, time, time zone,  
and the on/off of daylight savings for your CLIE handheld. After you set the  
local date and time of your home base, you can change the displayed time  
(for example, during business trips) by simply switching the time zones.  
Setting the date  
Tap Date & Time from the drop-down list on the Preferences  
screen.  
1
The Date & Time 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 Date & Time preferences  
Setting the time  
Tap Date & Time from the drop-down list on the Preferences  
screen.  
1
The Date & Time 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 Date & Time preferences  
Setting the time zone and daylight saving time  
Setting the time zone  
Tap Date & Time from the drop-down list on the Preferences  
screen.  
1
The Date & Time Preferences screen is displayed.  
Tap the Set Time Zone field.  
The Set Time Zone screen appears.  
2
Select the time zone that corresponds to where you are.  
3
Tap OK.  
4
Setting the daylight saving time  
Tap Date & Time from the drop-down list on the Preferences  
screen.  
1
The Date & Time Preferences screen is displayed.  
Tap the arrow V next to Daylight saving.  
2
Tap and select On or Off.  
3
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Setting the General preferences  
The General Preferences screen enables you to set the auto shut-off interval  
and sounds for your CLIE handheld.  
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 a cradle (not supplied).  
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.  
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Setting the General preferences  
If you want to leave your CLIE handheld turned on while it is  
3
connected to a cradle, make sure that the check box next to  
Stay on in Cradleis selected. To turn it off automatically,  
clear the check box.  
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 chimetones  
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  
dataon 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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Changing the Network preferences  
In order to use your CLIE handheld with a network (such as using the Web  
Clipping application or performing a network HotSync operation), you must  
set the Network Preferences settings.  
Note  
The Network settings preferences provides the ability to connect to your ISP (Internet  
Service Provider) or dial-in (remote access) server with applications (e.g. Web  
Clipping) that allow you to view the transmitted data.  
Selecting a service  
Use the Service setting to select the service template for your Internet Service  
Provider or a dial-in server. Service templates are a set of ISP and dial-in  
server configuration settings that you can create, save, and reuse.  
Tap Network from the the drop-down list on the Preferences  
screen.  
1
The Network Preferences screen is displayed.  
Tap the arrow V next to Service and then select the  
predefined service template you want to use.  
2
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Changing the Network preferences  
Entering a user name  
The User Name setting identifies the name you use when you log into your  
Internet Service Provider or your dial-in server.  
On the Network Preferences screen, tap User Name field.  
1
Enter your user name.  
2
Notes  
Although this field can contain multiple lines of text, only two lines appear  
onscreen.  
Most dial-in servers do not accept spaces in the user name.  
Entering a password  
The Password box identifies the password you use to log into your server or  
ISP. Your entry in this field determines whether your handheld prompts you  
to enter a password each time you log into  
your network:  
If you do not enter a password, your handheld displays the word  
-Prompt-in this field and asks you to enter a password during the login  
procedure.  
If you enter a password, your handheld displays the word -Assigned-in  
this field and does not prompt you to enter a password during the login  
procedure.  
Note  
If you are concerned about security, select the Prompt option and do not enter a  
password.  
On the Network Preferences screen, tap the Password field.  
1
Enter the password you use to log into your server.  
2
Tap OK.  
3
The Password field updates to display the word -Assigned-.”  
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Changing the Network preferences  
Selecting a connection  
Use the Connection setting to select the method you want to use to connect  
to your Internet Service Provider or a dial-in server. See “Connection  
preferences” earlier in this chapter for information about creating and  
configuring connection settings.  
On the Network Preferences screen, tap the arrow V next to  
Connection and then select the connection you want to use.  
1
•When using Sony CLIE Modem PEGA-MD700: select Sony CLIE  
Modem.  
•When using another modem or adapter: select Standard Modem.  
Adding telephone settings  
When you select the Phone field, your handheld opens a dialog box in which  
you define the telephone number you use to connect with your ISP or dial-in  
server. In addition, you can also define a prefix, disable Call Waiting, and  
give special instructions for using a calling card.  
Note  
The Phone Setup dialog box works correctly for AT&T and Sprint long-distance  
services. However, because MCI works differently, MCI customers need to put the  
calling card number in the Phone # field and the phone number in the Use calling card  
field.  
On the Network Preferences screen, tap the Phone field.  
The Phone Setup screen appears.  
1
Enter the phone number for your ISP or dial-in server in the  
Phone# field.  
2
When using Sony CLIE Modem PEGA-MD700, skip to step 4.  
3
When using another modem or adapter, change the settings  
as follows:  
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Changing the Network preferences  
1 Enter the telephone number used to access the modem.  
If needed, enter a dial prefix (such as 9) to access an outside line,  
and then tap the Dial prefix check box. You can enter a comma in  
the field to introduce a pausein the dialing sequence. Each  
comma equals a two second pause.  
2 If the phone line youre using for your CLIE handheld has Call  
Waiting, select the Disable call waitingcheck box to avoid an  
interruption during a modem HotSync operation or accessing a  
Web Clipping site.  
Note  
Each telephone company assigns a code to disable Call Waiting. Contact your  
local telephone company for the code that is appropriate for you.  
3 If you want to use a calling card to place the call, select the Use  
calling cardcheck box and enter the calling card number.  
Tip  
There is usually a delay before you enter your calling card number. Its a  
good idea to add at least three commas before your calling card number to  
compensate for the cue delay.  
Tap OK.  
4
Creating additional service templates  
You can create additional service templates from scratch or by duplicating  
existing templates and editing information. After you create a new or  
duplicate template, you can add and edit settings.  
To add a new service template  
On the Network Preferences screen, tap the Menu  
Tap New from the Service menu.  
An Untitled service template is added to the drop-down list for the  
Service field.  
icon.  
1
2
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Changing the Network preferences  
To duplicate an existing service template  
On the Network Preferences screen, tap the arrow V next to  
Service and then select the predefined service template you  
want to duplicate.  
1
Tap the Menu  
icon .  
2
3
Tap Duplicate from the Service menu.  
A copy of the service template is added to the drop-down list for the  
Service field.  
To delete a service template  
On the Network Preferences screen, tap the arrow V next to  
Service and then select the predefined service template you  
want to delete.  
1
Tap the Menu  
icon .  
2
3
Tap Delete from the Service menu.  
The Delete Service dialog box is displayed.  
Tap OK.  
4
The selected service template is deleted.  
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Changing the Network preferences  
Adding detailed information to a service template  
If you are using one of the predefined service templates, you probably only  
need to enter your user name and telephone number. If you are creating a  
new service template, you may need to provide additional information to  
your ISP or dial-in server. You use the Details dialog box to add additional  
information to a selected service template.  
To select a connection type  
On the Network Preferences screen, tap the service field.  
1
Tap Details.  
The Details screen is displayed.  
2
Tap the arrow V next to Connection type and select one of the  
following connection types.  
3
PPP: Point-to-Point protocol  
SLIP: Serial Line Internet Protocol  
CSLIP: Compressed Serial Line Internet Protocol  
Tip  
If you are not sure, try PPP; if that doesnt work, ask your Internet Service  
Provider or your System Administrator for the correct connection type.  
Tap the arrow V next to Idle timeout and select one of the  
following options.  
4
1 minute: Waits one minute for you to open another application before  
it drops the connection.  
2 minutes: Waits two minutes.  
3 minutes: Waits three minutes.  
Never: Keeps your PPP or SLIP connection until you turn off your  
CLIE handheld (or until it times out).  
Note that this option will be more costly than others.  
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Changing the Network preferences  
Tap the Query DNS check box to deselect it.  
5
Enter the IP address for the Primary and Secondary DNS  
(Domain Naming System).  
6
Ask your Internet Service Provider or System Administrator for the  
correct Primary or Secondary DNS IP numbers.  
If you need to enter the CLIE handheld`s IP Address, tap the IP  
Address check box to deselect it and display a permanent IP  
address field below the check box.  
7
Normally, you do not have to enter this. If you are not sure, select  
Automatic and go to step 9.  
Enter the CLIE handheld`s IP Address.  
8
Tap OK.  
9
Creating log in scripts  
A log in script is a series of commands that automates logging in to a  
network server, for example, your corporate network or your Internet  
Service Provider (ISP). It is something that you are likely to receive from  
your IS System Administrator, if your company has a system in which you  
log in to the corporate servers from your CLIE handheld using a modem or  
network connection.  
Notes  
When using Sony CLIE Modem PEGA-MD700, you do not have to create a log in  
script.  
You can also use non-ASCII and literal characters in your log in script. For more  
information, see page 193.  
On the Network Preferences screen, tap the service field.  
1
Tap Details.  
The Details screen is displayed.  
2
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Changing the Network preferences  
Tap Script.  
The Log in Script screen is displayed.  
3
Tap the arrow V next to End and select one of the following  
4
commands. If the command requires additional information,  
a field appears to the right of it for you to enter the  
information.  
Wait For: Tells your CLIE handheld to wait for specific characters from  
the TCP/IP server before executing the next command.  
Wait For Prompt: Detects a challenge-response prompt coming from  
the server and then displays the dynamically generated challenge  
value. You then enter the challenge value into your token card, which  
in turn generates a response value for you to enter on your handheld.  
This command takes two arguments, separated by a vertical bar (|) on  
the input line.  
Send: Transmits specific characters to the TCP/IP server to which you  
are connecting.  
Send CR: Transmits a carriage return or LF character to the TCP/IP  
server to which you are connecting.  
Send User ID: Transmits the User ID information entered in the User ID  
field of the Network Preferences screen.  
Send Password: Transmits the password entered in the Password field  
of the Network Preferences screen. If you did not enter a password, this  
command prompts you to enter one. The Password  
command is usually followed by a Send CR command.  
Delay: Tells your handheld to wait a specific number of seconds before  
executing the next command in the login script.  
Get IP: Reads an IP address and uses it as the IP address for your CLIE  
handheld. This command is used with SLIP connections.  
Prompt: Opens a dialog box and prompts you to enter text of some  
kind (for example, a password or a security code).  
End: Identifies the last line in the log in script.  
Repeat step 4 until the log in script is complete.  
5
Tap OK.  
6
Tap OK.  
7
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Changing the Network preferences  
Non-ASCII Characters for Log in Scripts  
The following information enables you to create custom log in scripts that  
require non-ASCII characters. It is provided for advanced users who  
understand the use and requirements of such characters in a custom log in  
script.  
Use of ^char  
You may use the caret ( ^ ) to transmit ASCII command characters. If you  
send ^char, and the ASCII value of char is between @ and _, then the  
character is automatically translated to a single-byte value between 0 and 31.  
For example, ^M is converted to a carriage return.  
If char is a value between a and z, then the character sequence is translated  
to a single-byte value between 1 and 26. If char is any other value, then the  
character sequence is not subject to any special processing. For example, the  
string Joe^Mtransmits Joe, followed by a carriage return.  
Carriage return and line feed  
You may include carriage return and line feed commands as part of the  
login script, when entered in the following format.  
<cr> : Sends or receives a carriage return  
<lf> : Sends or receives a line feed  
For example, the string waitfor Joe<cr><lf>waits to receive Joe followed  
by a carriage return and line feed from the remote computer before  
executing the next command in the script.  
Literal characters  
The backslash ( \ ) character defines that the next character is transmitted as  
a literal character, and is not subject to any special processing ordinarily  
associated with that character.  
Examples:  
\^ : Includes a caret as part of the string  
\< : Includes a < as part of the string  
\\ : Includes a backslash as part of the string  
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Changing the Network preferences  
Using the Network preferences menus  
This section explains the menu commands specific to network preferences.  
For the Edit menu, see Using the Edit menuon page 111.  
Service menus  
New  
Creates a new service template.  
Delete  
Deletes the current service template.  
The Delete Service dialog box appears.  
Duplicate  
Duplicates the current service template.  
Options menus  
View Log  
Displays the Network Log. The Network Log lists all of the  
communication that occurs between your modem and your dial-in  
server during the log in procedure. The information in the Network  
Log can help your ISP or your System Administrator pinpoint where  
the log in procedure communication fails and why.  
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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 ...........................................196  
Backing up data in your computer using a HotSync operation...............196  
Backing up your CLIE handheld data using “Memory Stick” media .......197  
Using data of another Sony CLIE Handheld ...............................................199  
Using the Palm Desktop for CLIE software to transfer data ...................199  
Using “Memory Stick” media to transfer data ......................................201  
Performing HotSync between your old CLIEhandheld  
and the new Palm Desktop for CLIE software .......................................203  
Precautions ...............................................................................................204  
Notes on use .......................................................................................204  
Battery considerations .........................................................................205  
Troubleshooting – Frequently Asked Questions .........................................207  
Getting Help ..............................................................................................222  
Specifications ............................................................................................223  
Limited Warranty Statement ......................................................................224  
Index .........................................................................................................228  
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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 121.  
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Backing up data of your Sony CLIE Handheld  
Backing up your CLIE handheld data using Memory Stickmedia  
MS Gate allows you to save a backup of the following application and data  
of your CLIE handheld to Memory Stickmedia. (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: SavedPreferences  
User information and other preferences data: UnsavedPreferences  
For details on how to use MS Gate, see Copying your CLIE handheld data  
to Memory Stickmediaon page 156.  
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 Stickmedia 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 Stickmedia to your CLIE handheldon  
page 158.  
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 PalmDesktop 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 through 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
Connect your new CLIE handheld to the USB cable 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 Stickmedia to transfer data  
You can use Memory Stickmedia to transfer your old CLIE handheld to  
your new CLIE handheld.  
Notes  
Use Memory Stickmedia that has sufficient free memory space.  
Make sure that the write protect tab on Memory Stickmedia is set to the write  
enable position.  
Insert Memory Stickmedia into your old CLIE handheld.  
1
Rotate the Jog Dialnavigator 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 Stickmedia).  
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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201  
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 Stickmedia.  
Remove the Memory Stickmedia 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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Using data of another Sony CLIE Handheld  
Performing HotSync between your old CLIEhandheld and  
the new Palm Desktop for CLIE software  
You can use your other CLIE handhelds (PEG-S300, PEG-N710C) with the  
Palm Desktop for CLIE software supplied to this newest CLIE handheld  
(PEG-S320).  
After setting up your CLIE handheld as indicated in the Read This First  
manual, perform the HotSync operation as indicated on page 115.  
If you have any trouble with the HotSync operation, check the following.  
• Check the windows task tray to make sure that Local Serial is selected.  
• Check the windows task tray to make sure that the USB Switcher is  
running.  
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Precautions  
Notes on use  
Take care not to scratch or damage your CLIE handhelds 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 (not supplied) may lose their adhesion as  
they become dirty. If this occurs, wipe the feet with a moistened soft cloth  
to recover their adhesion.  
On cleaning  
Clean your 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 three 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 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.  
Battery life varies depending on the conditions and environment where  
you use your CLIE handheld.  
Tips on conserving the battery  
Turn off the backlight under good lighting conditions. For turning off the  
backlight, see Adjusting the screenon 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 timeon page 179.  
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  
handhelds data on your computer. Then charge your CLIE handheld  
using the AC adapter. 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 batterys life, charge it frequently even when it is not  
fully discharged.  
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Precautions  
You do not have to replace batteries. When the remaining battery  
indicator reads zero, connect your CLIE handheld to the AC adapter 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.  
, Recharge your CLIE handheld. If your CLIE handheld still does not  
operate, try a soft reset. See Resetting your Sony CLIE Handheld”  
(page 26).  
I get a warning message telling me my CLIE handhelds  
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  
applicationsin 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 179).  
My CLIE handheld is not making any sounds.  
, Check the System Sound setting. See Setting sounds(page 180).  
My CLIE handheld has frozen.  
, Perform a soft reset. See Resetting your Sony CLIE Handheld”  
(page 26).  
I cannot use the Jog Dial navigator.  
, Check that the JogAssist feature is activated. See Changing the Jog  
Dialnavigator preferences(page 173).  
An error message is displayed repeatedly.  
, Follow the instructions of the message.  
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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 168).  
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 Date & Time Preferences screen displays the current  
date. See Setting the Date & Time preferences(page 176).  
, Your CLIE handheld is not set to the correct time zone or the correct  
daylight saving setting. Make sure the Set Time Zone box and the  
Daylight Saving box in the Date & Time Preferences screen displays  
the correct setting. See Setting the Date & Time preferences(page  
176).  
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 Itemsis 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.  
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Troubleshooting Frequently Asked Questions  
I created an event in Date Book, but it does not appear in the  
Week view.  
, In the Week view, you cannot select overlapping events that have the  
same start time. If you have two or more events with the same start  
time, choose the Day view to see overlapping events.  
I cannot find an image pasted in an Address Book record.  
, If you use the Palm Desktop for 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.  
I cannot start applications installed in the "Memory Stick"  
media  
, In order to open such applications from the Application Launcher  
screen, a memory space exceeding the application size must be kept  
free on your CLIE handheld.  
, Check if the application files or data files (such as image files)  
essential to starting the applications are stored under the /PALM/  
Launcher/directory of the "Memory Stick" media. If so, the CLIE  
handheld may not be able to access the data files or application files.  
Copy/move the file data to the CLIE handheld using MS Gate (page  
158, 160).  
, If you installed application or data from your computer to the CLIE  
handheld through HotSync, and selected Memory Stick as their  
destination: copy/move the data to your CLIE handheld (page 158,  
160).  
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Troubleshooting Frequently Asked Questions  
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 is  
running. If it is not running, open the HotSync Manager from the  
Start menu.  
, Make sure that the USB cable is connected securely to the computer.  
I performed a HotSync operation, but one of my applications  
did not synchronize.  
, Click the HotSync Manager and choose Custom. Check that the  
correct conduit is active.  
I am using Outlook® as my PIM, but I cannot perform a HotSync  
operation.  
, Click the HotSync Manager and choose Custom. Check that the  
correct conduit is active.  
, Check that the correct conduit is installed. Reinstall the HotSync  
Manager and make sure the correct conduit is selected.  
, Make sure that Intellisync Lite is installed.  
I cannot launch the HotSync Manager.  
, Make sure you are not running another program, such as a network  
or facsimile applications, that use the serial port you selected in the  
Setup dialog box.  
, Back up the Palm Desktop for CLIE software, uninstall it, and then  
reinstall it.  
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Troubleshooting Frequently Asked Questions  
I tried to perform a local HotSync operation, but it did not  
complete successfully.  
Try each of these in turn:  
, Check if the HotSync Manager is running. If HotSync Manager is  
running, exit, and then restart it.  
, Make sure that Local Serial is not selected in the HotSync Manager  
menu or the Palm Desktop for CLIE software menu.  
, Check that the USB cable is properly connected to the USB connector  
of your computer.  
, Read the HotSync Log for the user account for which you are  
performing a HotSync operation.  
, Make sure your CLIE handheld is securely connected to the USB  
cable.  
, Make sure the gold-plated connectors on the USB cable 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 upa modem  
that has an auto-off feature.  
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Troubleshooting Frequently Asked Questions  
, 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.  
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  
Setupon 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.  
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Troubleshooting Frequently Asked Questions  
, 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 computers infrared port.  
, Make sure that you turn the Beam Receive function off.  
My CLIE handheld displays the message Waiting for sender”  
when it is near my computers infrared port.  
, Your computers 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 computers infrared port.  
, Make sure that you turn the Beam Receive function off.  
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Troubleshooting Frequently Asked Questions  
I cannot cancel a HotSync operation midway.  
, You may not be able to cancel a job a few seconds after you start a  
HotSync operation via a USB connection. Wait for a while and try  
again.  
I cannot backup some data with a HotSync operation.  
, Some data is designed not to be backed up by a HotSync operation.  
When I tap the HotSync  
icon on the HotSync screen,  
nothing happens on the Palm Desktop for 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.  
, 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  
the HotSync icon, then tap Local.  
icon. Tap  
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.  
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Troubleshooting Frequently Asked Questions  
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.  
Connection problems  
I have trouble establishing a network connection to my ISP or  
dial-in server  
, Check the Expanded Service Connection Progress messages to  
identify the point where the connection fails in the log in procedure.  
Press the lower half of the scroll button at any point during log in to  
display these messages.  
, Check the information in the Network Log so your ISP or your  
System Administrator can pinpoint where the log in procedure  
communication fails and why.  
To view the Network Log, open the Network Preferences screen and  
tap the Menu  
icon. Tap Options, then View Log. Tap the up and  
down arrows of the scroll bar to see the entire Network Log.  
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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 a memory space of at least  
approximately 1.1 times the data size that you are receiving.  
, Perform a soft reset. See Resetting your Sony 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 connect my CLIE handheld to the AC adapter, it does  
not recharge.  
, Confirm that your CLIE handheld is connected securely to the AC  
adapter.  
, Confirm that the AC adapter is plugged into an AC outlet.  
, Confirm that you are using the AC adapter that came with your 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(page 26) for more information.  
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219  
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 a memory space of at least  
approximately 1.1 times the data size that you are copying/moving.  
I inserted Memory Stickmedia, but the message Please  
insert Memory Stick mediaappears.  
, Your Memory Stickmedia is not recognized by your CLIE  
handheld. Remove it and insert it again.  
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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 USB cable to your computer via a USB hub, you may not  
be able to perform a HotSync operation properly. Make sure to connect the  
USB cable directly to a USB connector of your computer.  
Some computers have the hub function built into their internal circuity.  
Contact your computer manufacturer if the USB connector of your computer  
is connected to an internal USB hub.  
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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. 4.0  
CPU Dragonball VZ 33MHz  
Memory  
Dimensions  
Approx. 2 7/8 I 4 5/8 I 19/32  
inches (70.9 I 114.7 I 15.0 mm)  
(w/h/d)  
(not including projecting parts  
and controls)  
8 MB (DRAM)  
4 MB (Flash memory)  
External input/output  
Interface connector  
IrDA (1.2)  
Mass  
Approx. 4.27 oz (122g)  
(including the supplied stylus)  
Operating temperature  
Memory Stick slot  
41ºF - 95ºF (5ºC - 35ºC)  
LCD display  
Backlight EL display  
160 × 160 dots (monochrome)  
Design and specifications are subject  
to change without notice.  
Power requirements  
AC power adapter (supplied)  
DC5.7V  
(dedicated connector)  
Battery  
Lithium ion battery  
(built-in)  
Battery life  
15 days* (based on an average  
of 30 minutes use per day)  
*
The battery life span varies  
depending on the temperature  
and conditions of use.  
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223  
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 registrationin 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 SONYmeans 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: For a period of ninety (90) calendar days from the original date of purchase from  
SONY or a SONY authorized reseller, SONY will supply, at no charge, new or rebuilt,  
atSONYsoption,replacementpartsinexchangefordefectiveparts.Anyreplacement  
partswillbewarrantedfortheremainderoftheoriginalwarrantyperiodorninety(90)  
calendar days from installation by SONYs 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 SONYs 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 PURCHASERS 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  
Beam Receive feature ........................ 181  
Beaming  
A
AC adapter ................................ 156, 219  
Address Book  
Between two handhelds ................... 141  
Receiving data .................................. 143  
Editing entries .................................... 55  
Entering a new entry .......................... 49  
Pasting an image ................................ 55  
Sorting entries .................................... 53  
Using menus ...................................... 61  
Viewing entries................................... 51  
Adjusting the screen ............................ 25  
Application  
Categorizing ....................................... 92  
Displaying in list ................................. 93  
Displaying pop-up menus.................... 94  
Launcher (home) screen ...................... 91  
Starting/Selecting ............................... 91  
Troubleshooting ................................ 207  
Application buttons  
Sending items or categories .............. 142  
Tips on beaming between  
two handhelds ................................. 143  
Troubleshooting ................................ 218  
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 ............................................ 204  
Conduit.............................................. 121  
Contrast............................................... 25  
Copying  
Assigning applications to buttons ..... 170  
Starting applications ........................... 91  
Attaching notes ................................. 109  
Copying data and applications to your  
CLIE handheld .................................. 198  
Copying data from Memory Stickmedia  
to your CLIE handheld ...................... 158  
B
Backlight ............................................. 25  
Backing up data  
Copying data to Memory Stick”  
By a HotSync operation ..................... 196  
By Memory Stickmedia ................. 197  
Battery considerations  
media............................................... 156  
Currencies............................................ 85  
Tips and notes .................................. 205  
Troubleshooting ................................ 219  
Battery life ......................................... 205  
Continued on next page  
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Index  
D
F
Date Book  
FAQ(Frequently Asked Questions) ...... 207  
File Link ............................................. 139  
Finding items  
Find option ......................................... 98  
Phone LookUp .................................. 100  
Formats.............................................. 168  
Full-screen dragging ............ 11, 15, 171  
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  
G
Getting Help ...................................... 222  
Graffiti writing  
Deleting  
Data in Memory Stickmedia.......... 161  
Items ....................................46, 68, 76  
Digitizer ............................................. 168  
Dragging.............................................. 11  
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, 183  
Symbol or extended characters ............ 19  
E
Edit menu .......................................... 111  
Entering data  
Computer keyboard ............................ 24  
Graffiti writing ............................. 13, 14  
Onscreen keyboard ............................. 22  
Expense  
Currencies list ..................................... 85  
Editing items ...................................... 81  
Recording new items .......................... 79  
Using menus ...................................... 88  
Viewing items ..................................... 81  
Continued on next page  
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Index  
H
M
Hard reset ............................................ 27  
Home icon ........................................... 91  
HotSync operation  
Making items private.. 45, 77, 102, 105  
Memo Pad  
Creating new memos .......................... 71  
Editing memos ................................... 76  
Sorting memos ................................... 74  
Using menus ...................................... 78  
Viewing memos .................................. 73  
Memory Stickindicator.................. 145  
Memory Stickmedia  
Formatting ....................................... 150  
Inserting and removing ..................... 145  
Overview .......................................... 144  
Protecting data ................................. 147  
Starting applications ......................... 148  
Troubleshooting ................................ 220  
Types................................................ 144  
MS Gate  
Changing a user name ...................... 116  
File Link............................................ 139  
Overview .......................................... 114  
Selecting a Conduit .......................... 121  
Troubleshooting ................................ 212  
Via USB cable (Local HotSync) ........... 115  
Via IR ports ...................................... 123  
Via modem ....................................... 126  
Via network ...................................... 132  
I
Importing data from Windows  
applications .............................. 24, 137  
IR port ............................................... 141  
Copying CLIE data to Memory Stick”  
media............................................... 156  
Copying data to your  
CLIE handheld .................................. 158  
Deleting data ................................... 161  
Formatting Memory Stickmedia .... 150  
Starting ............................................ 152  
Transferring data between two CLIE  
J
Jog Dial navigator  
Changing preferences ....................... 173  
Compatible applications ..................... 12  
How to use (pressing/rotating) ............ 12  
JogAssist function ............................. 173  
L
handhelds ........................................ 201  
Using menus .................................... 163  
Limited Warranty Statement .............. 209  
Locking your CLIE handheld .............. 105  
LookUp ................................................ 54  
Continued on next page  
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Index  
Preferences  
Beam Receive feature ....................... 181  
N
Notes on use ..................................... 204  
Buttons ............................................ 170  
Date & Time Preferences ................... 176  
Digitizer ........................................... 168  
Display formats................................. 174  
Full-screen pen stroke activities ......... 171  
General preferences .......................... 179  
Graffiti ShortCuts .............................. 183  
HotSync button................................. 172  
Jog Dial navigator............................. 173  
Network preferences......................... 185  
Overview .......................................... 168  
Owner information ........................... 182  
Time, date, and numbers formats ...... 175  
Purging items .................................... 110  
O
Onscreen keyboard .............................. 22  
Owner information ............................ 182  
P
Palm Desktop for CLIE  
Basic operations ............................... 117  
Locating screen components ............. 118  
Starting ............................................ 117  
Password  
Entering a password ......................... 102  
Troubleshooting ................................ 219  
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 ............................... 111  
POWER button....................................... 9  
Precautions ........................................ 204  
Reset  
Hard reset .......................................... 27  
Reset button....................................... 27  
Soft reset............................................ 26  
Continued on next page  
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Index  
Transferring data between two CLIE  
handhelds  
Using Memory Stickmedia ............ 201  
Using Palm Desktop for CLIE ............. 199  
Troubleshooting  
S
Security.............................................. 102  
Selecting text in an application ......... 111  
Setting  
Automatic shut-off time .................... 179  
Date ................................................. 176  
Daylight saving time ......................... 178  
Password.......................................... 102  
Sounds ............................................. 180  
Time ................................................. 177  
Time zone......................................... 178  
Soft reset ............................................. 26  
Sorting items ............................53, 74, 81  
Specifications .................................... 223  
Stylus  
Applications ..................................... 210  
Beaming........................................... 218  
Connection....................................... 217  
HotSync operations ........................... 212  
Memory Stickmedia ..................... 220  
Operations ....................................... 207  
Password.......................................... 219  
Recharging ....................................... 219  
Tapping and writing .......................... 209  
Turning on and off your  
CLIE handheld ..................................... 9  
How to use......................................... 10  
Taking out the reset tip ....................... 26  
U
USB cable .................................. 115, 221  
User name ......................................... 116  
Using multiple  
T
Tapping ................................................ 10  
To Do List  
CLIE handhelds................................ 199  
Changing appearances ....................... 69  
Checking off items .............................. 65  
Creating items .................................... 63  
Setting priorities ................................. 66  
Setting the due date ........................... 67  
Using menus ...................................... 70  
Viewing items ..................................... 64  
Using the stylus ................................... 10  
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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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