Sony PEG-S320 Add-on Application manual

© 2001 Sony Corporation Operating Instructions Chapter 1 Chapter 2 Chapter 3 Chapter 4 Chapter 5 Chapter 6 Personal Entertainment Organizer PEG-S320 Basic operations of your Sony CLIE Handheld Using basic applications Exchanging and updating data using a HotSync ® operation Communicating using your Sony CLIE Handheld Customizing your Sony CLIE Ha[...]

2 WARNING To prevent fire or shock hazard, do not expose the unit to rain or moisture. To avoid electrical shock, do not open the cabinet. Refer servicing to qualified personnel only. Owner’s Record The model number and serial number are located at the rear of the product. Record the serial number in the space provided below. Refer to them whenev[...]

3 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. Micro[...]

4 Continued on next page Table of contents About this manual ............................ 7 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[...]

5 Table of contents Continued on next page Chapter 3 Exchanging and updating data using a HotSync ® operation What is a HotSync ® operation? .... 114 Performing a local HotSync ® operation with the USB cable ....... 115 Using the Palm™ Desktop for CLIE software ................................ 117 Starting the Palm Desktop for CLIE software ..[...]

6 Table of contents Chapter 5 Customizing your Sony CLIE Handheld (Preferences) What you can do with Preferences ............................ 168 C hanging the Buttons preferences . 170 Assigning applications to buttons ... 170 Changing the full-screen pen stroke activities ........................ 171 Assigning applications to HotSync® buttons ..[...]

7 About this manual Welcome to the Sony Personal Entertainment Organizer (referred to as the “ CLIE handheld ” in this manual). Your CLIE handheld comes with three manuals: Read This First Read This First gives an overview of your CLIE handheld ’ s features, hardware and software setup, installation instructions, and other important details. [...]

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 T urning on and off your Sony CLIE Handheld ................................................ 9 Using the stylus ..............................................................[...]

Chapter1 Basic operations of your Sony CLIE Handheld 9 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. When you turn on your CLIE handheld for the first time, the Setup screen appears. Turning off your CLIE handheld Press t[...]

Chapter1 Basic operations of your Sony CLIE Handheld 10 Using the stylus Press lightly (tap) on the screen 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 yo[...]

Chapter1 Basic operations of your Sony CLIE Handheld 11 Using the stylus Dragging Just as you can drag the mouse to select (and drag) text or move objects on your computer, you can also use the stylus to drag an item on the screen of your CLIE handheld. Press the stylus lightly on the item and move it along the screen surface. Examples of dragging:[...]

Chapter1 Basic operations of your Sony CLIE Handheld 12 Using the Jog Dial™ navigator Your CLIE handheld is equipped with a Jog Dial TM 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 Di[...]

Chapter1 Basic operations of your Sony CLIE Handheld 13 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 t[...]

Chapter1 Basic operations of your Sony CLIE Handheld 14 Entering data in your Sony CLIE Handheld Writing Graffiti letters 1 Tap where you want your text to go. Note You need to tap above the Graffiti writing area, and you must see a flashing cursor before you write the text. 2 Use the tables on the following pages to find the stroke shape for the l[...]

Chapter1 Basic operations of your Sony CLIE Handheld 15 Note You must begin the character strokes in the Graffiti writing area. If you do not make Graffiti strokes in the Graffiti writing area, your CLIE handheld does not recognize them as text characters. Tips on Graffiti writing • Accuracy improves when you write large characters, You should dr[...]

Chapter1 Basic operations of your Sony CLIE Handheld 16 Writing Graffiti alphabet Draw Graffiti letters according to the following alphabet in the left-hand side of the Graffiti writing area. A N B O C P D Q E R F S G T H U I V J W K X L Y M Z Space BackSpace CarriageReturn Period Tap twice Entering data in your Sony CLIE Handheld[...]

Chapter1 Basic operations of your Sony CLIE Handheld 17 To write capital letters Shift to caps and then you can make capital letters with the same stroke shapes as the basic alphabet characters. ■ To draw the first letter of a word as a capital letter Use the Caps Shift stroke . To return to the lower case, use the Backspace stroke . Note When yo[...]

Chapter1 Basic operations of your Sony CLIE Handheld 18 Writing punctuation marks Make a single tap on the Graffiti writing area to activate Punctuation Shift. The next stroke you make anywhere in the Graffiti area (the letters or numbers side) creates a punctuation mark. (.) Period (—) Dash (,) Comma ( ( ) Left Paren (‘) Apostrophe ( ) ) Right[...]

Chapter1 Basic operations of your Sony CLIE Handheld 19 Writing symbols and extended characters Make a Symbol Shift stroke on the Graffiti writing area to activate Symbol Shift. The next stroke you make creates a symbol or extended character. (•) Bullet ÷ (™) Trademark = (®) Registered (¢) Cent (©) Copyrighted (¥) Yen ( ‘ ) Left single q[...]

Chapter1 Basic operations of your Sony CLIE Handheld 20 Writing accented characters and non-English characters To create accented characters, draw the stroke normally used to create the letter, followed by an accent stroke. Graffiti writing then adds the accent to the letter. To enter “é,” for example, draw and then . à è ì ò ù á é í ?[...]

Chapter1 Basic operations of your Sony CLIE Handheld 21 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 t[...]

Chapter1 Basic operations of your Sony CLIE Handheld 22 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: 1 Open any application (such as Memo Pad). 2 Tap an[...]

Chapter1 Basic operations of your Sony CLIE Handheld 23 4 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 . 5 After you finish, tap Done[...]

Chapter1 Basic operations of your Sony CLIE Handheld 24 Using your computer keyboard If you have a lot of data to enter, or prefer to use the computer keyboard, you can use Palm™ Desktop for CLIE software or any other supported personal information manager (PIM), such as Microsoft Outlook ® , to enter information. You can then perform a HotSync [...]

Chapter1 Basic operations of your Sony CLIE Handheld 25 Adjusting the screen Tap this icon. You can turn the backlight of the screen off or on or adjust the contrast according to the lighting conditions or temperature of the environment where you use your CLIE handheld. Turning the backlight off and on Press and hold down the POWER button for more [...]

Chapter1 Basic operations of your Sony CLIE Handheld 26 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 g[...]

Chapter1 Basic operations of your Sony CLIE Handheld 27 Performing a hard reset If the soft reset does not solve the problem, you need to perform a hard reset to restart your 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. [...]

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 numbe[...]

Chapter2 Using basic applications 29 Managing schedules and events (Date Book) Date Book lets you quickly and easily schedule appointments or any activity associated with a date or a date and time. A record in Date Book is called an “ event. ” Scheduling an event Scheduling an event for the current date 1 Press the Date Book button on the front[...]

Chapter2 Using basic applications 30 3 Enter a description of the event. You can enter a description or a note of up to 255 characters in length. 4 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. 5 Do one of the following to set the duration o[...]

Chapter2 Using basic applications 31 Tip You can open the Set Time dialog box (to select a start time) by writing a number on the number side of the Graffiti writing area and making sure no event is selected. To schedule an untimed event In step 5, tap No Time. A new untimed event is displayed in the first line in Date Book with a ♦ mark. Schedul[...]

Chapter2 Using basic applications 32 Tip You can also use the scroll button on the front panel to move forward or backward one day or one month at a time. To schedule an untimed event In step 3, tap New and then tap No Time. Then follow the steps for “ Scheduling an event for the current date. ” Tip You can create a new untimed event by making [...]

Chapter2 Using basic applications 33 4 Tap the Repeat box. The Change Repeat dialog box appears. 5 Tap Day, Week, Month, or Year to set how often the event repeats. For a continuous event, tap Day. 6 Enter a number that corresponds to how often you want the event to repeat on the Every line. ■ When you tap Week: Tap a letter representing each day[...]

Chapter2 Using basic applications 34 ■ 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. 7 To specify an end date for the repeating or continuous event, tap the arrow V next to End on to display the drop-down li[...]

Chapter2 Using basic applications 35 10 Tap OK. The Date Book screen is displayed again. Make sure that the repeat icon is displayed to the far right of the event. Notes • If you change the start date of a repeating event, your CLIE handheld calculates the number of days you moved the event. Your CLIE handheld then automatically changes the end d[...]

Chapter2 Using basic applications 36 Checking schedules Displaying the Day view You can display and check the events for a specific day. 1 Press the Date Book button on the front panel. Date Book starts. Today ’ s schedule is displayed. 2 Rotate the Jog Dial ™ navigator to display the events for yesterday or tomorrow. You can display the schedu[...]

Chapter2 Using basic applications 37 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. 1 Press Date Book button on the front panel. Date Book[...]

Chapter2 Using basic applications 38 To view the detail of an event Tap each time bar to view the detail of that event. To spot event conflicts An event conflict (time overlap) appears in the Week view as overlapping time bars and in the Day view as overlapping brackets to the left of the conflicting times. b Managing schedules and events (Date Boo[...]

Chapter2 Using basic applications 39 Displaying the Month view The Month view screen shows which days have events scheduled. Dots and lines in the Month view indicate events, repeating events, and untimed events. 1 Press the Date Book button on the front panel. Date Book starts up. 2 Press the Jog Dial navigator repeatedly or tap the Month view ico[...]

Chapter2 Using basic applications 40 Displaying the Agenda view The Agenda view shows you your appointments, untimed events, and To Do List items in a single screen. As well as checking the detailed information on an event, you can also use the Agenda view to check off completed To Do List items. 1 Press the Date Book button on the front panel. Dat[...]

Chapter2 Using basic applications 41 Changing Date and Time view Tap and hold the date in the title bar of Date Book. The current time appears. 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. Managin[...]

Chapter2 Using basic applications 42 Editing Date Book events Changing a date or time for an event 1 On the Date Book screen, tap the event you want to edit. 2 Tap Details. The Event Details dialog box appears. 3 • To change the time, tap the Time box and select a new time. The Set Time dialog box appears. Tap the Start Time and the End Time. •[...]

Chapter2 Using basic applications 43 Changing a timed event to an untimed event 1 On the Date Book screen, tap the event you want to edit. 2 Tap Details. 3 Tap the Time box. The Set Time screen appears. 4 Tap No Time and then tap OK. The Event Details screen appears. 5 Tap OK. The untimed event is displayed in the first line with the untimed ◆ ma[...]

Chapter2 Using basic applications 44 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[...]

Chapter2 Using basic applications 45 Setting an alarm for an untimed event You can set a silent alarm for an untimed event. In this case, the alarm triggers at the specified period of minutes, hours, or days before midnight (beginning) of the day of the untimed event. No audible alarm sounds for an untimed event. The reminder message appears onscre[...]

Chapter2 Using basic applications 46 Deleting events You can delete existing events in Date Book. Note If you delete the contents of a repeating event, all the related events will be deleted. When deleting an event in Delete Event dialog box, you can delete a single event as an exception or all the related events. 1 On the Date Book screen, tap the[...]

Chapter2 Using basic applications 47 Using the Date Book menus This section explains the menu commands specific to Date Book. For the Edit menu, see “ Using the Edit menu ” on page 111. Record menus New Event Creates a new event. The Set Time dialog box for selecting the start and end times is displayed. Delete Event Deletes the currently selec[...]

Chapter2 Using basic applications 48 Options menus Font You can select a desired font in the Select Font dialog box. Preferences • Start/End Time: Defines the start and end times for Date Book screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down. • Alarm Preset: Automatically sets a[...]

49 Chapter2 Using basic applications Managing addresses and phone numbers (Address Book) Address Book lets you keep names, addresses, telephone numbers, and other information about your personal or business contacts. An item in Address Book is called an “ entry. ” Creating a new Address Book entry 1 Press the Address Book button on the front pa[...]

50 Chapter2 Using basic applications 5 Enter the first name in the First name field. 6 Repeat steps 4 and 5 to enter the other items of information that you want to include. You can tap the scroll arrow V next to each item to display the list of choices and then tap the desired item in the list. 7 To move to the next page of information, tap the sc[...]

51 Chapter2 Using basic applications Viewing Address Book entries 1 Press the Address Book button on the front panel. The Address screen is displayed, listing your current entries. 2 Rotate the Jog Dial ™ navigator to select the address entry you want to view. If the desired address entry is not displayed, rotate the Jog Dial navigator further to[...]

52 Chapter2 Using basic applications Viewing addresses by category Press the Jog Dial navigator when the address list is displayed but none of the listed entries are selected. Each time you press the Jog Dial navigator, the display toggles through all the available categories. Tip on selecting the desired category from the categories list Tap the a[...]

53 Chapter2 Using basic applications Sorting the address entries in the list You can sort the address entries in your desired order: listing by last and then first name, or listing by company and then last name. The address entries will be displayed in the selected order when you start Address Book. Any changes in the address order, however, do not[...]

54 Chapter2 Using basic applications Looking up an address entry The Look Up feature helps you to quickly scroll to any of your address entries. 1 On the Address Book list screen, enter the first letter of the entry you want to find. The list scrolls to the first entry that begins with that letter. If you write another letter, the list scrolls to t[...]

55 Chapter2 Using basic applications 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. 1 Tap the address entry to which you want to paste an image in the address list. The Address View screen of [...]

56 Chapter2 Using basic applications 4 Tap the image you want to paste. The image you selected is pasted to the entry. 5 Tap Done. The Address screen is displayed again. A camera icon is attached to the entry that has the pasted image. Note If you use the Palm Desktop software to change the category of the address entry that has a pasted image, the[...]

57 Chapter2 Using basic applications Modifying an address entry You can modify part of the address entry. 1 On the Address Book list screen, tap the entry you want to modify. The Address View screen of the selected entry appears. 2 Tap Edit. The Address Edit screen appears. 3 Tap the field that you want to edit. You can edit the tapped field. 4 Edi[...]

58 Chapter2 Using basic applications Duplicating an address entry You can copy existing address entries you have created. This feature is useful when you use the address of one person or edit part of the address for another person. 1 On the Address Book list screen, tap the entry you want to copy. The Address View screen of the selected entry appea[...]

59 Chapter2 Using basic applications Deleting an address entry 1 On the Address Book list screen, tap the entry you want to delete. The Address View screen of the selected entry appears. 2 Tap Edit. The Address Edit screen appears. 3 Tap Details. The Address Entry Details dialog box appears. 4 Tap Delete. The Delete Address dialog box appears. 5 Ta[...]

60 Chapter2 Using basic applications Changing the address entry details You can change the type of information that appears in the address list screen, categorize an entry, and hide an entry for security reasons. You can also delete entries. 1 On the Address Book list screen, tap the entry you want to change. The Address View appears. 2 Tap Edit. T[...]

61 Chapter2 Using basic applications Using the Address Book menus This section explains the menu commands specific to Address Book. For the Edit menu, see “Using the Edit menu” on page 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 [...]

62 Chapter2 Using basic applications Options menus Font You can select a desired font in the Select Font dialog box . Preferences Remember last category: Determines how Address Book appears when you return to it from another application. If you select this check box, Address Book shows the last category you selected. If you clear it, Address Book d[...]

63 Chapter2 Using basic applications Managing tasks and things to do (To Do List) A To Do List is a reminder of some task you have to complete. A record in To Do List is called an “ item. ” Creating To Do List items 1 Press the To Do List button on the front panel. To Do List opens and displays the category of items you last viewed. Note Press [...]

64 Chapter2 Using basic applications Viewing To Do List items You can check the items you recorded in To Do List. 1 Press the To Do List button on the front panel. The To Do screen appears. 2 Rotate the Jog Dial ™ navigator to select the To Do List item that contains the note you want to view. 3 Press the Jog Dial navigator. The notes of the sele[...]

65 Chapter2 Using basic applications Checking off a To Do List item You can check off a To Do List item to remind you that you ’ ve completed it. You can set To Do List to record the date that you completed the To Do item, and you can choose to show or hide completed items. For details, see “ Changing the appearance of To Do List ” on page 69[...]

66 Chapter2 Using basic applications Working with To Do List Setting the priority of an item The priority setting for items lets you arrange the tasks in your To Do List according to their importance or urgency. The default setting for To Do List is to arrange items by priority and due date, with priority 1 items at the top. If you have a number of[...]

67 Chapter2 Using basic applications Setting the due date for an item You can associate a due date with any To Do List item. You can also sort the items that appear in the list based on their due date. 1 On the To Do List screen, tap the text of the item whose due date you want to set. 2 Tap Details. 3 Tap the arrow V next to Due Date and then tap [...]

68 Chapter2 Using basic applications Deleting an item You can delete items from To Do List. 1 On the To Do List screen, tap the item you want to delete. 2 Tap Details. The To Do Item Details dialog box appears. 3 Tap Delete. The Delete To Do dialog box appears. 4 Tap OK to delete the item. The selected event is deleted. To cancel deletion, tap Canc[...]

69 Chapter2 Using basic applications Changing the appearance of To Do List The Show Options dialog box enables you to control the appearance of To Do List. 1 On the To Do List screen, tap Show. The To Do Preferences screen appears. 2 Change the Show Options settings. You can choose any of the following settings: • Show Completed Items: Displays y[...]

70 Chapter2 Using basic applications Using the To Do List menus This section explains the menu commands specific to To Do List. For the Edit menu, see “ Using the Edit menu ” on page 111. Record menus Delete Item Deletes the current To Do item. The Delete To Do dialog box appears. Attach Note Adds comments to the current To Do item. Choosing th[...]

71 Chapter2 Using basic applications 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 me[...]

72 Chapter2 Using basic applications 3 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 keyboard or write when using Graffiti writing. 4 Tap Done when you finish. The first line of the memo is displayed. Tips • You can also create a new memo by beginning your memo in the Graffiti[...]

73 Chapter2 Using basic applications Reviewing memos The first line of a memo appears in the Memo List. This makes it easy to locate and review your memos. 1 Press the Memo Pad button on the front panel. Memo Pad starts and the Memo list is displayed. 2 Rotate the Jog Dial ™ navigator to select the memo you want to view. If the desired memo is no[...]

74 Chapter2 Using basic applications Viewing memos by category Press the Jog Dial navigator when the memo list is displayed but no memo is selected. Each time you press the Jog Dial navigator, the display toggles through all the available categories. Selecting the desired category from the categories list Tap the arrow V at the upper right corner o[...]

75 Chapter2 Using basic applications 4 Tap the desired order of the memos in the Sort by field. • Manual: Sorts the memos manually. • Alphabetic: Sorts the memos in numerical and then alphabetical order. 5 Tap OK. To sort the memos manually In step 4, select Manual to activate manual sorting. Tap the memo you want to move in the Memo screen and[...]

76 Chapter2 Using basic applications Editing memos Deleting a memo You can delete an unnecessary memo from Memo Pad. 1 On the Memo Pad screen, tap the memo you want to delete. The contents of the memo you tapped appears. 2 Tap Details. The Memo Details dialog box appears. 3 Tap Delete. The Delete Memo dialog box appears. 4 Tap OK to delete the memo[...]

77 Chapter2 Using basic applications 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 you[...]

78 Chapter2 Using basic applications Using the Memo Pad menus This section explains the menu commands specific to Memo Pad. For the Edit menu, see “ Using the Edit menu ” on page 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 anothe[...]

79 Chapter2 Using basic applications 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 ca[...]

80 Chapter2 Using basic applications 3 Enter the amount of the expense. 4 Tap – Expense Type – and select an Expense type from the drop-down list box. 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 [...]

81 Chapter2 Using basic applications Editing Expense items Changing the display option You can change display options of Expense items. 1 On the Expense screen, tap Show. The Show Options dialog box appears. 2 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. •[...]

82 Chapter2 Using basic applications 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. 1 On the Expense screen, tap the Expense item whose date you want to chang[...]

83 Chapter2 Using basic applications Entering receipt details for an Expense item You can add details to an Expense item in the Receipt Details screen. 1 On the Expense screen, tap the Expense item to which you want to assign details. 2 Tap Details. The Receipt Details dialog box appears. 3 Change the Receipt Details settings You can choose any of [...]

84 Chapter2 Using basic applications • 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. 4 Tap OK. Creating/printing an Expense report By performing a H[...]

85 Chapter2 Using basic applications Managing expenses (Expense) 4 Click one of the following: • Print: the expense report is displayed in the Print Preview window. Click Print in the Microsoft Excel window to print your expense report. • Create: Your expense data is displayed in Microsoft Excel spreadsheet form. You can enter information, make[...]

86 Chapter2 Using basic applications 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[...]

87 Chapter2 Using basic applications 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. [...]

88 Chapter2 Using basic applications Using the Expense menus This section explains the menu commands specific to Expense. For the Edit menu, see “ Using the Edit menu ” on 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 [...]

89 Chapter2 Using basic applications Using Calculator (Calc) Calculating with Calculator Calculator lets you perform general mathematical functions, such as addition, subtraction, multiplication, division and square root. 1 Do either of the following to start the Calculator: • Tap the Calculator icon. • Rotate the Jog Dial ™ navigator to sele[...]

90 Chapter2 Using basic applications Using the Calculator buttons Calculator has several buttons to help you perform calculations. CE Clears the last number you entered. Use this button if you make a mistake while entering a number in the middle of a calculation. This button enables you to re-enter the number without starting the calculation over. [...]

91 Chapter2 Using basic applications Performing common tasks This section explains how to perform tasks that you can do in most or all of the basic applications. Using the Application Launcher This section explains how to switch between applications, how to change application settings so they are customized to your work methods, and how to categori[...]

92 Chapter2 Using basic applications Performing common tasks To open applications in the “ Memory Stick ” media To open an application in the “ Memory Stick ” media from the Application Launcher screen, tap the arrow V in the upper-right corner of the Application Launcher screen and select Card (or a category with the Card icon). Then, tap [...]

93 Chapter2 Using basic applications 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 categ[...]

94 Chapter2 Using basic applications 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 [...]

95 Chapter2 Using basic applications 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 [...]

96 Chapter2 Using basic applications Moving a record into a category 1 Tap the record that you want to categorize. 2 Tap Details. For Address Book only: Tap Edit. The Address Edit screen appears. 3 Tap the arrow V next to Category to display the list of available categories. 4 Tap the desired category for the item. 5 Tap OK. Displaying the category[...]

97 Chapter2 Using basic applications Defining a new category 1 Tap the arrow V at the upper right corner of the screen. A list of available categories appears. 2 Tap Edit Categories. The Edit Categories screen is displayed. 3 Tap New. The Edit Categories dialog box is displayed. 4 Enter a new category name and then tap OK. You can assign any of you[...]

98 Chapter2 Using basic applications 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 Li[...]

99 Chapter2 Using basic applications 3 Tap OK. Find searches for the text in records and notes and then displays the results. 4 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. To stop searching midway Tap Stop. To resume the search, tap Find More. Note [...]

100 Chapter2 Using basic applications 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. 1 Display the record in which you[...]

101 Chapter2 Using basic applications 5 Tap Add. The Phone Lookup closes and the name and phone number are added to the record you displayed in step 1. To activate Phone Lookup with Graffiti Write the Graffiti ® Command stroke to activate Phone Lookup. Phone Lookup using text Drag and highlight text and then write the Graffiti Command stroke . The[...]

102 Chapter2 Using basic applications 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: ■ Lock and turn off your CLIE handheld so that it does not operate until you enter the correct password. ■ Set the CLIE hand[...]

103 Chapter2 Using basic applications 2 Tap Unassigned. The Password dialog box appears. 3 Enter a password and a hint to remember it, then tap OK. The dialog box for verifying the password appears. 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 CLI[...]

104 Chapter2 Using basic applications 4 • To change the password, enter a new password and then tap OK. • To delete the password, tap Unassign. If you forget your password If you forget your password, you can delete it. Note, however, that deleting a forgotten password also deletes all entries and records marked as Private. (If you synchronize [...]

105 Chapter2 Using basic applications 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 [...]

106 Chapter2 Using basic applications 4 Tap Lock & Turn Off. The System Lockout dialog box appears. 5 Tap Off & Lock. Your CLIE handheld is turned off and locked. To start your CLIE handheld, turn it on and enter the password. Performing common tasks[...]

107 Chapter2 Using basic applications Setting your CLIE handheld to lock automatically You can set your CLIE handheld to lock whenever you turn it off. 1 Back up your data and assign a password. Follow the steps described in Locking your CLIE handheld with a password. 2 Tap Never. The Password screen appears. 3 Enter your password, and then tap OK.[...]

108 Chapter2 Using basic applications 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 maske[...]

109 Chapter2 Using basic applications Attaching notes In all basic applications except Memo Pad, you can attach a note to a record. A note can be up to several thousand characters long. For example, for an appointment in Date Book, you can attach a note with directions to a location. 1 Tap the record to which you want to add a note. 2 Address Book [...]

110 Chapter2 Using basic applications 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.[...]

111 Chapter2 Using basic applications 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 1 Tap the beginning of the text that you want to select. 2 Drag the stylus over the t[...]

112 Chapter2 Using basic applications 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. 1 Open an application. 2 Tap the Menu icon. The menu is displayed. 3 Tap Options, and then tap Font. 4 Tap the font style you want to us[...]

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[...]

114 Chapter3 Exchanging and updating data using a HotSync ® operation What is a HotSync ® operation? A HotSync ® operation is a one-step operation that allows you to synchronize data between your CLIE handheld and your computer. With just one press on the HotSync button, you can synchronize your CLIE handheld application data with the Palm ™ D[...]

115 Chapter3 Exchanging and updating data using a HotSync ® operation Performing a local HotSync ® operation with the USB cable This section describes how to perform a HotSync ® operation using the USB cable (local HotSync), assuming that you have done all the necessary preparations and installations for your CLIE handheld and your computer. For[...]

116 Chapter3 Exchanging and updating data using a HotSync ® operation To change the user name 1 In the Palm ™ Desktop for CLIE window, click Users from the Tools menu. The Users dialog box is displayed. 2 Click the user name you want to change in the list box and then click Rename. The Rename User dialog box is displayed. 3 Enter a new user name[...]

117 Chapter3 Exchanging and updating data using a HotSync ® operation Using the Palm ™ Desktop for CLIE software The Palm ™ Desktop for CLIE software duplicates Date Book, Address Book, To Do List, Expense, and Memo Pad applications on your CLIE handheld, so you can view, enter, and modify data stored on your CLIE handheld with your computer. [...]

118 Chapter3 Exchanging and updating data using a HotSync ® operation 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 I[...]

119 Chapter3 Exchanging and updating data using a HotSync ® operation Advanced HotSync ® operations Setting the HotSync ® setup options You can change how to start the HotSync ® Manager or make the local HotSync settings. 1 Click the HotSync icon in the Windows ® task tray (bottom-right corner of the taskbar) and then select Setup from the sho[...]

120 Chapter3 Exchanging and updating data using a HotSync ® operation 3 Click the Modem tab to display the modem settings and then adjust the options as needed. See “ Conducting a HotSync operation via modem ” on page 126 for more information. 4 If you are attached to a network, click the Network tab to display the network settings and then ad[...]

121 Chapter3 Exchanging and updating data using a HotSync ® operation 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 synchron[...]

122 Chapter3 Exchanging and updating data using a HotSync ® operation 4 Click Change. The Change HotSync Action dialog box appears. 5 Click the direction in which you want to write data, or click Do nothing. 6 Click OK. 7 Repeat steps 2 through 6 to change conduit settings for other applications (or users). 8 Click Done. Notes • Any change in th[...]

123 Chapter3 Exchanging and updating data using a HotSync ® operation 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 usi[...]

124 Chapter3 Exchanging and updating data using a HotSync ® operation 3 Click the Local tab to change the setting for an IR HotSync operation as needed. • Serial Port : Specifies a virtual port for an infrared port. If you are not sure of the connection port, see the Infrared Monitor in the Windows Control Panel. • Speed : Determines the speed[...]

125 Chapter3 Exchanging and updating data using a HotSync ® operation 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. 5 Tap the icon. The HotSync operation starts. Wait for the message [...]

126 Chapter3 Exchanging and updating data using a HotSync ® operation 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. Notes • The first HotSync operation[...]

127 Chapter3 Exchanging and updating data using a HotSync ® operation 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. 1 Check the follow[...]

128 Chapter3 Exchanging and updating data using a HotSync ® operation 5 Adjust the following options as needed. • Serial Port: Identifies the port for the modem. If you are unsure of the port assignment, look at the Modem Properties in the Windows Control Panel. • Speed: Determines the speed at which data is transferred. Try the “ As Fast As[...]

129 Chapter3 Exchanging and updating data using a HotSync ® operation 3 Tap the arrow V beneath the HotSync icon and then select the modem type from the drop-down list. Select Sony CLIE Modem. 4 Tap the Enter Phone # field. The Phone Setup dialog box is displayed. 5 When using Sony CLIE Modem PEGA-MD700, skip to step 6. When using another modem or[...]

130 Chapter3 Exchanging and updating data using a HotSync ® operation 3 If you want to use a calling card to place the call, select the “ Use calling card ” check box and enter the calling card number. Note If you plan to connect to your company ’ s dial-in server (network modem) instead of connecting to a computer modem, see “ Conducting [...]

131 Chapter3 Exchanging and updating data using a HotSync ® operation 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, eve[...]

132 Chapter3 Exchanging and updating data using a HotSync ® operation 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 [...]

133 Chapter3 Exchanging and updating data using a HotSync ® operation Advanced HotSync ® operations 3 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. 4 Click OK. 5 Connect your CLIE handheld to the USB cable and perform a HotSync operation.[...]

134 Chapter3 Exchanging and updating data using a HotSync ® operation Advanced HotSync ® operations Continued on next page Preparing your CLIE handheld and performing a network HotSync operation When dialing into a network (Network Modem Sync) 1 Rotate the Jog Dial navigator to select HotSync and then press the Jog Dial navigator. Or tap the HotS[...]

135 Chapter3 Exchanging and updating data using a HotSync ® operation Note See “ Changing the Network preferences ” on page 185 for information on creating a network connection. 7 Tap the arrow V next to Service and then select a service from the drop-down list. 8 Tap Done. 9 Tap the Menu icon. 10 Tap Conduit Setup from the Options menu. Follo[...]

136 Chapter3 Exchanging and updating data using a HotSync ® operation 4 Tap LANSync. 5 Tap OK. The HotSync screen appears again. 6 Tap the Menu icon. 7 Tap Conduit Setup from the Options menu. Follow the instructions in “ To select the conduits for a modem HotSync operation ” on page 130. 8 Perform a local HotSync operation. Follow the instruc[...]

137 Chapter3 Exchanging and updating data using a HotSync ® operation Importing data from a Windows application If you have data stored in Windows computer applications such as spreadsheets and databases, you can transfer that data to your CLIE handheld. Importable file formats Save data in one of the file formats listed below, import it into the [...]

138 Chapter3 Exchanging and updating data using a HotSync ® operation Importing data 1 Start the Palm Desktop for CLIE software. 2 Click the application into which you want to import data. 3 If you are importing records that contain a field with category names, select All in the Category box. Be sure that the same categories that appear in the imp[...]

139 Chapter3 Exchanging and updating data using a HotSync ® operation 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 D[...]

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 Stick ” media and how to use the MS Gate application software for managing the data in “ Memory Stick [...]

141 Chapter4 Communicating using your Sony CLIE Handheld Beaming between your Sony CLIE Handheld and another Palm OS ® PDA What you can do with beaming Your Sony handheld is equipped with an IR (infrared) port that you can use to beam information to another Palm OS ® PDA device that ’ s close by and also has an IR port. The IR port is located a[...]

142 Chapter4 Communicating using your Sony CLIE Handheld Beaming information You can beam a record, business card, or category of records between your CLIE handheld and another Palm OS PDA. 1 Locate the record, business card, or category you want to beam. 2 Tap the Menu icon. 3 Tap one of the following from the Record menu: • The Beam command for[...]

143 Chapter4 Communicating using your Sony CLIE Handheld Receiving beamed information 1 Turn on your CLIE handheld. 2 Point the IR port directly at the IR port of the other Palm OS PDA handheld transmitting the data. The Beam dialog box is displayed. Beaming data starts. You can select the category in which you save the data in a dialog box. 3 Tap [...]

144 Chapter4 Communicating using your Sony CLIE Handheld Using “ Memory Stick ® ” media What is “ Memory Stick ® ” media? “ Memory Stick ® ” media is a new compact, portable and versatile Integrated Circuit recording medium with a data capacity that exceeds a floppy disk. “ Memory Stick ” media is specially designed for exchangin[...]

145 Chapter4 Communicating using your Sony CLIE Handheld Pull “ Memory Stick ” media out. Push “ Memory Stick ” media in. Inserting and removing “ Memory Stick ” media Insert “ Memory Stick ” media into the “ Memory Stick ” slot as illustrated below. The contents of the “ Memory Stick ” media is displayed automatically. Note[...]

146 Chapter4 Communicating using your Sony CLIE Handheld Notes on using “Memory Stick” media When you use “ Memory Stick ” media, follow these precautions: • Avoid touching the terminal of “ Memory Stick ” media or contacting it with a metal object. • Do not drop, bend, or submit “ Memory Stick ” media to external shock. • Do [...]

147 Chapter4 Communicating using your Sony CLIE Handheld Protecting the data in “ Memory Stick ” media To prevent accidental erasure of important data, you can use the write protect tab of “ Memory Stick ” media. Slide the tab to the left or right to enable or disable writing to “ Memory Stick ” media. Write enable position Slide the ta[...]

148 Chapter4 Communicating using your Sony CLIE Handheld Starting an application in “ Memory Stick ” media To open an application in the “ Memory Stick ” media from the Application Launcher screen, tap the arrow V in the upper-right corner of the Application Launcher screen and select Card (or a category with the Card icon). Then, tap the i[...]

149 Chapter4 Communicating using your Sony CLIE Handheld Viewing information of the inserted “ Memory Stick ” media (Card Info) The Card Info gives you the outline (such as the remaining memory space) of the “ Memory Stick ” media inserted into your CLIE handheld. You can also give a name to each “ Memory Stick ” media, which comes in h[...]

150 Chapter4 Communicating using your Sony CLIE Handheld 4 Enter a new name for the inserted “ Memory Stick ” media. 5 Tap Rename. Formatting “ Memory Stick ” media Commercially available “ Memory Stick ” media is already formatted and you can use it as soon as you buy it. Follow the procedures below if you need to format your “ Memor[...]

151 Chapter4 Communicating using your Sony CLIE Handheld Using “ Memory Stick ® ” media To cancel formatting Tap Cancel in step 3. To format a “ Memory Stick ” media in the Card Info screen You can also format a “ Memory Stick ” media by tapping the Menu icon on the Card Info screen, and selecting Format Card from the Card menu. What i[...]

152 Chapter4 Communicating using your Sony CLIE Handheld Tap this icon to switch the view between your CLIE handheld and “ Memory Stick ” media. Tap here to switch the view. size : File size creator : Creator ID of the file type : File type version : Version of the file none : no items displayed Tap this icon to switch the view between your CLI[...]

153 Chapter4 Communicating using your Sony CLIE Handheld Exchanging data via “ Memory Stick ® ” media When displaying the contents of “ Memory Stick ” media The following icons with explanations are displayed only when you view the contents of “ Memory Stick ” media. For the other icons, see “ When displaying the contents of your CLI[...]

154 Chapter4 Communicating using your Sony CLIE Handheld 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[...]

155 Chapter4 Communicating using your Sony CLIE Handheld Exchanging data via “ Memory Stick ® ” media Creating the default folder in “ Memory Stick ” media When using either of the following “ Memory Stick ” media, you should create the default folder in “ Memory Stick ” media. • “ Memory Stick ” media to be used in MS Gate V[...]

156 Chapter4 Communicating using your Sony CLIE Handheld Copying your CLIE handheld data to “ Memory Stick ” media MS Gate allows you to save the data inside your CLIE handheld onto “ Memory Stick ” media. Notes • Since data copying consumes a lot of power, you cannot use the “ Memory Stick ” media when your CLIE handheld is short of [...]

157 Chapter4 Communicating using your Sony CLIE Handheld 5 Tap COPY. The Copy File dialog box is displayed. 6 Tap OK. The data selected in step 3 is copied to the default folder ( “ /PALM/ PROGRAMS/MSFILES “ ) in “ Memory Stick ” media. To copy all the data at once Tap Select All in step 4. To cancel the selection • To cancel all the sele[...]

158 Chapter4 Communicating using your Sony CLIE Handheld Copying data in “ Memory Stick ” media to your CLIE handheld MS Gate allows you to copy the data saved in “ Memory Stick ” media to your CLIE handheld. Note Make sure your CLIE handheld has enough space before copying. 1 Insert “ Memory Stick ” media into your CLIE handheld. The c[...]

159 Chapter4 Communicating using your Sony CLIE Handheld Exchanging data via “ Memory Stick ® ” media 5 Tap to select the data you want to copy to your CLIE handheld. 6 Tap COPY. The Copy File dialog box is displayed. 7 Tap OK. 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. T[...]

160 Chapter4 Communicating using your Sony CLIE Handheld Exchanging data via “ Memory Stick ® ” media Moving data in “ Memory Stick ” media to your CLIE handheld You can also move data from “ Memory Stick ” media to your CLIE handheld. Tap MOVE in step 6. The data in “ Memory Stick ” media is deleted after being saved in your CLIE [...]

161 Chapter4 Communicating using your Sony CLIE Handheld Deleting data in “ Memory Stick ” media MS Gate allows you to delete unnecessary data from “ Memory Stick ” media. 1 Insert “ Memory Stick ” media in your CLIE handheld. The content of the “ Memory Stick ” media is displayed. 2 Tap the Home icon. 3 Rotate the Jog Dial navigato[...]

162 Chapter4 Communicating using your Sony CLIE Handheld 7 Tap OK. The data selected in step 5 is deleted from “ Memory Stick ” media. To delete all data at once Tap Select All in step 5. To cancel the selection • To cancel all the selections, tap Clear All. • To clear the selection of individual selected items only, tap them one at a time.[...]

163 Chapter4 Communicating using your Sony CLIE Handheld Using the MS Gate menus MS Gate menu commands allow you to exchange data between your CLIE handheld and “ Memory Stick ” media. Tools menus The menu items differ depending on the screen being displayed. Select All Selects all the data displayed in the selected tab. Clear All Cancels the s[...]

164 Chapter4 Communicating using your Sony CLIE Handheld 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. 1 Insert the Installation CD-ROM into your computer ’ s CD-ROM d[...]

165 Chapter4 Communicating using your Sony CLIE Handheld Installing applications to/from “ Memory Stick ” media without using MSGate You can copy and install applications to/from a “ Memory Stick ” media from/to your CLIE handheld from the Application Launcher screen. However, observe the following as malfunction may occur depending on the [...]

166 Chapter4 Communicating using your Sony CLIE Handheld Notes on starting applications installed from the “Memory Stick” media (without using MS Gate) Observe the following when starting applications installed to a “ Memory Stick ” media without using MS Gate (i.e., when you installed them through HotSync or by copying from the Application[...]

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 ............................................................[...]

168 Chapter5 Customizing your Sony CLIE Handheld (Preferences) 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[...]

169 Chapter5 Customizing your Sony CLIE Handheld (Preferences) Viewing Preference 1 Rotate the Jog Dial ™ navigator to select Prefs and then press the Jog Dial navigator. Or tap the Prefs icon on the Application Launcher screen. The Preferences screen appears. 2 Tap the arrow V in the upper right on the screen and then select the Preferences scre[...]

170 Chapter5 Customizing your Sony CLIE Handheld (Preferences) 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. 1 Tap Buttons from [...]

171 Chapter5 Customizing your Sony CLIE Handheld (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. 1 Tap Buttons from the drop-down list on the Preferences screen. The B[...]

172 Chapter5 Customizing your Sony CLIE Handheld (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). 1 Tap Buttons from the drop-down list on the Preferences screen. The Buttons[...]

173 Chapter5 Customizing your Sony CLIE Handheld (Preferences) 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 applic[...]

174 Chapter5 Customizing your Sony CLIE Handheld (Preferences) 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 you[...]

175 Chapter5 Customizing your Sony CLIE Handheld (Preferences) Selecting the time, date, and numbers formats You can select the desired formats for the time, date, week start day, and numbers. The selected formats apply to all your CLIE applications. 1 On the Formats Preferences screen, tap the arrow V next to Time and then select the desired forma[...]

176 Chapter5 Customizing your Sony CLIE Handheld (Preferences) Setting the Date & Time preferences The Date & Time Preferences enables you to set the date, time, time zone, and the on/off of daylight savings for your CLIE handheld. After you set the local date and time of your home base, you can change the displayed time (for example, durin[...]

177 Chapter5 Customizing your Sony CLIE Handheld (Preferences) Setting the time 1 Tap Date & Time from the drop-down list on the Preferences screen. The Date & Time Preferences screen is displayed. 2 Tap Set Time. The Set Time screen appears. 3 Tap the arrow V or v to set the hour. 4 Tap the minute box and then tap the arrow V or v to set t[...]

178 Chapter5 Customizing your Sony CLIE Handheld (Preferences) Setting the time zone and daylight saving time Setting the time zone 1 Tap Date & Time from the drop-down list on the Preferences screen. The Date & Time Preferences screen is displayed. 2 Tap the Set Time Zone field. The Set Time Zone screen appears. 3 Select the time zone that[...]

179 Chapter5 Customizing your Sony CLIE Handheld (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 bat[...]

180 Chapter5 Customizing your Sony CLIE Handheld (Preferences) Setting the General preferences 3 If you want to leave your CLIE handheld turned on while it is connected to a cradle, make sure that the check box next to “ Stay on in Cradle ” is selected. To turn it off automatically, clear the check box. Setting sounds Your CLIE handheld uses a [...]

181 Chapter5 Customizing your Sony CLIE Handheld (Preferences) 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 [...]

182 Chapter5 Customizing your Sony CLIE Handheld (Preferences) 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 informati[...]

183 Chapter5 Customizing your Sony CLIE Handheld (Preferences) 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 Preferenc[...]

184 Chapter5 Customizing your Sony CLIE Handheld (Preferences) 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 [...]

185 Chapter5 Customizing your Sony CLIE Handheld (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 Pr[...]

186 Chapter5 Customizing your Sony CLIE Handheld (Preferences) Entering a user name The User Name setting identifies the name you use when you log into your Internet Service Provider or your dial-in server. 1 On the Network Preferences screen, tap User Name field. 2 Enter your user name. Notes • Although this field can contain multiple lines of t[...]

187 Chapter5 Customizing your Sony CLIE Handheld (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. 1 On the [...]

188 Chapter5 Customizing your Sony CLIE Handheld (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 “ pause ” in the dialing sequence. Each comma equals a two [...]

189 Chapter5 Customizing your Sony CLIE Handheld (Preferences) To duplicate an existing service template 1 On the Network Preferences screen, tap the arrow V next to Service and then select the predefined service template you want to duplicate. 2 Tap the Menu icon . 3 Tap Duplicate from the Service menu. A copy of the service template is added to t[...]

190 Chapter5 Customizing your Sony CLIE Handheld (Preferences) Adding detailed information to a service template If you are using one of the predefined service templates, you probably only need to enter your user name and telephone number. If you are creating a new service template, you may need to provide additional information to your ISP or dial[...]

191 Chapter5 Customizing your Sony CLIE Handheld (Preferences) 5 Tap the Query DNS check box to deselect it. 6 Enter the IP address for the Primary and Secondary DNS (Domain Naming System). Ask your Internet Service Provider or System Administrator for the correct Primary or Secondary DNS IP numbers. 7 If you need to enter the CLIE handheld`s IP Ad[...]

192 Chapter5 Customizing your Sony CLIE Handheld (Preferences) 3 Tap Script. The Log in Script screen is displayed. 4 Tap the arrow V next to End and select one of the following commands. If the command requires additional information, a field appears to the right of it for you to enter the information. • Wait For : Tells your CLIE handheld to wa[...]

193 Chapter5 Customizing your Sony CLIE Handheld (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 u[...]

194 Chapter5 Customizing your Sony CLIE Handheld (Preferences) Using the Network preferences menus This section explains the menu commands specific to network preferences. For the Edit menu, see “ Using the Edit menu ” on page 111. Service menus New Creates a new service template. Delete Deletes the current service template. The Delete Service [...]

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 Ho[...]

196 Chapter6 Additional information 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 [...]

197 Chapter6 Additional information Backing up data of your Sony CLIE Handheld Backing up your CLIE handheld data using “ Memory Stick ” media MS Gate allows you to save a backup of the following application and data of your CLIE handheld to “ Memory Stick ” media. (The file name after the colon is the name displayed in MS Gate.) ■ Applic[...]

198 Chapter6 Additional information 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 sav[...]

199 Chapter6 Additional information Using data of another Sony CLIE Handheld If you already own a Sony CLIE Handheld, you can use data of your old CLIE handheld with your new CLIE handheld. You can transfer data from your old CLIE handheld to your new CLIE handheld with either of the following methods: • Using Palm ™ Desktop for CLIE to copy da[...]

200 Chapter6 Additional information 6 Repeat steps 3 through 5 to export data of other applications. 7 Click the user name of your new CLIE handheld from the User name list in the upper right of the screen. 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 an[...]

201 Chapter6 Additional information Using “ Memory Stick ” media to transfer data You can use “ Memory Stick ” media to transfer your old CLIE handheld to your new CLIE handheld. Notes • Use “ Memory Stick ” media that has sufficient free memory space. • Make sure that the write protect tab on “ Memory Stick ” media is set to th[...]

202 Chapter6 Additional information 4 Tap COPY. The File Overwrite confirmation message is displayed. 5 Tap OK. The data selected in step 3 is copied onto “ Memory Stick ” media. 6 Remove the “ Memory Stick ” media from your old CLIE handheld and then insert it into your new CLIE handheld. 7 Rotate the Jog Dial navigator to select MS Gate a[...]

203 Chapter6 Additional information 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 [...]

204 Chapter6 Additional information Precautions Notes on use • Take care not to scratch or damage your CLIE handheld ’ s screen or the Graffiti ® writing area. Always use the supplied stylus or a plastic-tipped pointer to tap on the screen. Do not use a real pen, pencil, or other sharp object on the screen. • Do not expose your CLIE handheld[...]

205 Chapter6 Additional information 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 [...]

206 Chapter6 Additional information • 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 y[...]

207 Chapter6 Additional information 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[...]

208 Chapter6 Additional information 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 settin[...]

209 Chapter6 Additional information 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 [...]

210 Chapter6 Additional information 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 h[...]

211 Chapter6 Additional information I created an event in Date Book, but it does not appear in the Week view. , In the Week view, you cannot select overlapping events that have the same start time. If you have two or more events with the same start time, choose the Day view to see overlapping events. I cannot find an image pasted in an Address Book[...]

212 Chapter6 Additional information 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[...]

213 Chapter6 Additional information I tried to perform a local HotSync operation, but it did not complete successfully. Try each of these in turn: , Check if the HotSync Manager is running. If HotSync Manager is running, exit, and then restart it. , Make sure that Local Serial is not selected in the HotSync Manager menu or the Palm Desktop for CLIE[...]

214 Chapter6 Additional information , Make sure the modem is connected properly to a serial port on your computer and it is connected to an incoming phone line. , Confirm that the Setup String in the Setup dialog box configures your modem correctly. You may need to select a different Modem Type or enter a custom Setup String. , Confirm that the Spe[...]

215 Chapter6 Additional information , 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 w[...]

216 Chapter6 Additional information 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 t[...]

217 Chapter6 Additional information 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 HotSy[...]

218 Chapter6 Additional information 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 othe[...]

219 Chapter6 Additional information 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 ada[...]

220 Chapter6 Additional information 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 St[...]

221 Chapter6 Additional information 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[...]

222 Chapter6 Additional information 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: ■ Read This First (supplied), Operating Instructions (this guide), and Add-on Application Guide (supplied) explain how to use your CLIE handheld. ■ [...]

223 Chapter6 Additional information Specifications OS Palm OS ver. 4.0 CPU Dragonball VZ 33MHz Memory 8 MB (DRAM) 4 MB (Flash memory) External input/output Interface connector IrDA (1.2) Memory Stick slot LCD display Backlight EL display 160 × 160 dots (monochrome) Power requirements AC power adapter (supplied) DC5.7V (dedicated connector) Battery[...]

224 Chapter6 Additional information 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 reg[...]

225 Chapter6 Additional information 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 soft[...]

226 Chapter6 Additional information 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) imp[...]

227 Chapter6 Additional information 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 fe[...]

228 Chapter6 Additional information Index A AC adapter ................................ 156, 219 Address Book Editing entries .................................... 55 Entering a new entry .......................... 49 P asting an image ................................ 55 Sorting entries .................................... 53 Using menus ...........[...]

229 Chapter6 Additional information D Date Book Agenda view ...................................... 40 Continuous/repeating events .............. 32 Day view ............................................ 36 Editing ............................................... 42 Month view ........................................ 39 Scheduling an event ...........[...]

230 Chapter6 Additional information H Hard reset ............................................ 27 Home icon ........................................... 91 HotSync operation Changing a user name ...................... 116 File Link ............................................ 139 Overview .......................................... 114 Selecting a Con[...]

231 Chapter6 Additional information N Notes on use ..................................... 204 O Onscreen k eyboard .............................. 22 Owner information ............................ 182 P P alm Desktop for CLIE Basic operations ............................... 117 Locating screen components ............. 118 Starting ...................[...]

232 Chapter6 Additional information Index S Security .............................................. 102 Selecting text in an application ......... 111 Setting Automatic shut-off time .................... 179 Date ................................................. 176 Daylight saving time ......................... 178 P assword ......................[...]

Printed in Japan For the latest support information, check our official Sony CLIE Web site http://www.sony.com/clie[...]