Sony CLIE PEG-S300/E manual

1 Personal Entertainment Organizer PEG-S300/E P er sonal Enter tainment Or ganizer Online Manual[...]

2 Program © 2001 Sony Corporation, © 2001 Palm, Inc. or its subsidiaries. All rights reserved. Documentation © 2001 Sony Corporation. Sony, Memory Stick, the Memory Stick logo, 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 [...]

3 Table of Contents Your CLIE handheld and its accessories ........................... 7 Using the online manuals .................. 9 Features ............................................ 10 Designation and function of each component ......................... 12 Using the stylus ............................... 19 Using the Jog Dial navigator .....[...]

4 Managing Addresses and Phone Numbers (Address Book) What you can do with the Address Book .................................. 73 Creating a new Address Book record ....................... 74 Pasting images to address information ........................ 76 Viewing address records .................. 79 Searching address records ............... 82 E[...]

5 Using Memory Stick media Applications Managing Data (Memory Stick Gate) Using Memory Stick media ........... 138 Starting Memory Stick Gate (MS Gate) ........................ 142 Copying data from the CLIE handheld to a Memory Stick media ............................... 144 Copying data from a Memory Stick media to the CLIE handheld .............[...]

6 Setting Up Your CLIE Handheld Handy Functions Finding records .............................. 186 Entering the owner information ..... 190 Locking your CLIE handheld with passwords ........................ 194 Protecting data ............................... 197 Beaming information ..................... 203 Edit menu ...............................[...]

7 Your CLIE handheld and its accessories ❏ Personal Entertainment Organizer (1) ❏ Cradle (1) ❏ AC Adapter (1) ❏ Stylus (1) ❏ 8 MB Memory Stick (1) ❏ Protective Carrying Case (1) A dedicated plug is attached to each model for the United Kingdom or Continental Europe.[...]

8 Manuals and CD-ROM ❏ Installation CD-ROM (1) ❏ Operating Instructions (1) ❏ Graffiti ® Card (1) ❏ Graffiti Label (1) ❏ End User License Agreement (1) ❏ Other printed documents How to remove the plug The plug attached to the AC adapter of your CLIE handheld can be removed. Pull the plug up firmly to remove it. Then replace it with the[...]

9 Using the online manuals You will find the following online manuals (PDF*) on your computer after installing Palm Desktop for Sony software. See also “Supplied software” on page 177 for a brief description of the supplied software. The supplied Sony software has Help files. The online help describes the basic operations, and the functions of [...]

10 Features The Personal Entertainment Organizer (hereafter “CLIE handheld”) functions as a personal digital organizer with features such as Date Book, Address Book, To Do List, and Memo Pad. In addition to these functions, the CLIE handheld also works as an information terminal, with an excellent extended ability to connect to other devices su[...]

11 Using the Expense The Expense lets you record expenses for business trips and personal expenses (see “Managing Expenses (Expense)” on page 119). Using the Calculator The Calculator lets you perform general mathematical functions (see “Using the Calculator (Calculator)” on page 134). Beaming information (beaming between Palm OS PDA) Your [...]

12 Designation and function of each component Front view of the CLIE handheld 1 Memory Stick Indicator The indicator turns on when your CLIE handheld is accessing the Memory Stick media. 2 Infrared Communication Port Uses infrared technology to transmit data to and receive data from other Palm OS handheld, and to perform HotSync operations. See “[...]

13 5 Scroll Button Displays text and other information that extends beyond the area of the screen. Pressing the lower half of the scroll button lets you scroll down to view information below the viewing area, and pressing the upper half of the button lets you scroll up to view the information above the viewing area. 6 Memory Stick Slot Insert the M[...]

14 Using the protective carrying case Put the supplied protective carrying case on the CLIE handheld as illustrated here. z Please remove the protective carrying case from the CLIE handheld while the CLIE handheld is placed on the cradle or connected to the AC adapter.[...]

15 Rear view of your CLIE handheld 1 Stylus Used to tap icons and buttons on the screen, or to enter characters. See “Using the stylus” on page 19 for more information. 2 Reset Button Under normal use, you should not have to use this button. See “Resetting your CLIE handheld” on page 251 for more information. 3 Interface Connector Used to c[...]

16 Cradle 1 Interface Connector The interface connector is used to connect your CLIE handheld. 2 HotSync Button Data stored on your CLIE handheld can be synchronized with the data saved on a computer. See “Exchanging and Updating Data Using HotSync Operations” on page 163 for more information. 3 Cradle Indicator When you connect the AC adapter [...]

17 Screen 1 Battery Status Indicator Displays the status of the battery. 2 Home Icon Tap this icon to view the Application Launcher with a list of applications. 3 Menu Icon Tap this icon to view a menu of the current application. 4 Contrast Adjustment Icon* Tap this icon to adjust the contrast on the CLIE handheld screen. *If the digitizer preferen[...]

18 5 Application Icon Tap this icon to select and launch an application. 6 Scroll Bar Drag this bar to scroll the screen. 7 Calculator Icon Tap this icon to open the Calculator. 8 Find Icon Tap this icon to open the “Find” screen. 9 Graffiti Writing Area This area is for hand-written entries with Graffiti text.[...]

19 Using the stylus With the CLIE handheld, you can use the supplied stylus to enter characters or specify an application you want to execute. Taking out the stylus The stylus is stored on the back side of your CLIE handheld. Pull it out as needed when using the CLIE handheld. In order to avoid losing the stylus, always put it back into its holder [...]

20 Dragging Just as you use a mouse pointer to drag an item on your computer’s screen, you can drag an item on your CLIE handheld screen by slightly touching the item with the stylus and moving the stylus along the screen surface. Examples of dragging: By dragging the scroll bar, you can view the portion of data that is not displayed on the scree[...]

21 Using the Jog Dial navigator The CLIE handheld has a Jog Dial TM navigator. The CLIE handheld is also designed to allow all major operations to be performed using only the Jog Dial navigator. This means that you can use your CLIE handheld without using the stylus. The icons of the applications which can be operated by the Jog Dial navigator are [...]

22 Before Use Before Use Charging the CLIE Handheld Charging with the cradle .................................................................................. 23 Charging directly from the power supply ......................................................... 23 Connecting the CLIE Handheld to Your Computer What you can do with the CLIE handheld i[...]

23 Before Use Charging the CLIE Handheld Charging with the cradle Note Before you use the CLIE handheld for the first time, make sure to charge it. Connect the supplied cradle of the CLIE handheld to an AC adapter. Charging starts automatically when you put your CLIE handheld on the cradle. Charging your CLIE for the first time takes about three ho[...]

24 Before Use Connecting the CLIE Handheld to Your Computer What you can do with the CLIE handheld in combination with your computer You can use the Palm Desktop for Sony software to use many functions of the CLIE handheld applications on your computer. You can also use the HotSync feature to easily synchronize data between the CLIE handheld and yo[...]

25 Before Use Installing the Palm Desktop for Sony software Computer system requirements To install and operate the Palm Desktop for Sony software, your computer system must meet the following requirements: • OS: Microsoft ® Windows ® 98/Windows ® 98 Second Edition/Windows ® 2000 Professional/Windows ® Millennium Edition • CPU: Pentium pro[...]

26 Before Use 2 Insert the Installation CD-ROM into the CD-ROM drive of the computer. The installer menu appears. 3 Click “Install Palm Desktop for Sony.” The Palm Desktop for Sony software installation begins. Follow the instructions shown on the screen. 4 Fill in the customer registration following the instructions shown on the screen. You ne[...]

27 Before Use 2 Place the CLIE handheld on the cradle, so that your computer recognizes the CLIE handheld. 3 Press the HotSync button on the cradle. The “ USB Driver Installation Wizard ” appears and the driver is installed. Follow the instructions on the screen. The driver installation screen appears. Follow the instructions on the screen to i[...]

28 Before Use Customer registration If you do not fill out the customer registration soon after installing the Palm Desktop for Sony software, follow the instructions below to complete the registration. 1 Click the “ CLIE handheld Registration ” icon on the Windows desktop. The “ CLIE handheld Registration ” screen appears. 2 Click “ http[...]

29 Basic Operations Basic Operations Defining the initial settings .............................................................................. 30 Entering Data Using Graffiti writing to enter data .................................................................. 34 Using the on-screen keyboard ...................................................[...]

30 Basic Operations Defining the initial settings Turn on your CLIE handheld and perform the initial settings required for operation. You can familiarize yourself with your CLIE handheld by following this procedure. 1 Press the CLIE handheld power button. Your CLIE handheld is turned on, and the “ Welcome ” screen appears. After a while, the ?[...]

31 Basic Operations 3 Tap anywhere on the screen. 4 Tap the center of the displayed marks. Note If the digitizer is not configured correctly, problems may occur. For example, the scroll bar may not operate properly, or “ tapping ” may not produce the result you want. If tapping is not recognized correctly, please re-configure the digitizer from[...]

32 Basic Operations 7 Tap the box which displays minutes, then set the minute display to the current time. 8 Tap “ OK. ” The current time is set correctly, and the display returns to the time/ date setup screen. 9 Tap the area surrounded by the “ Set Date ” box. The “ Set Date ” screen appears. 10 Tap or next to the year at the top of t[...]

33 Basic Operations 13 Tap “ Done. ” The initial settings are complete, and the Applications Launcher appears. Your CLIE handheld is now ready for use.[...]

34 Basic Operations Division marks Write letters here Write numbers here Entering Data Using Graffiti writing to enter data You can use Graffiti writing commands to create letters, numbers, punctuation, and symbols. The Graffiti writing strokes include all letters, numbers, and symbols found on a standard keyboard. Writing Graffiti characters Graff[...]

35 Basic Operations To write Graffiti letters 1 Tap the screen 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 letter you want to create. For example, the stroke shown below cre[...]

36 Basic Operations z When using Graffiti writing, keep these tips in mind: • 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 ri[...]

37 Basic Operations Writing capital letters You can make capital letters with the same stroke shapes as the basic alphabet characters. To make capital letters, you must first “ shift ” to caps — just as you press the Shift key on a keyboard — and then write the character strokes. Note Graffiti writing includes a feature that automatically c[...]

38 Basic Operations Writing numbers Writing numbers with Graffiti writing is similar to writing letters of the alphabet, except that you make the character strokes on the right-hand side (numbers side) of the Graffiti writing area. Writing punctuation marks Graffiti writing can create any punctuation symbol that you can enter from a standard keyboa[...]

39 Basic Operations Symbol Shift Additional Graffiti punctuation Writing symbols and extended characters All symbols and extended characters begin with the stroke in the Graffiti writing area of your CLIE handheld: When the Symbol Shift is active, a slanted shift symbol appears in the lower-right corner of the screen. The next stroke that you make,[...]

40 Basic Operations •    , , , , , . , + × : = = c Y ? ! ƒ ∅ c æ a a a a a a Writing accented characters To create accented characters, draw the stroke which is normally used to create the letter, followed by an accent stroke. Graffiti writing then adds the accent to the letter. For example, the following diagram shows the strokes r[...]

41 Basic Operations ShortCut Entry ShortCut Date stamp ds Time stamp ts Date / time stamp dts Meeting me Breakfast br Lunch lu Dinner di Command Stroke Move cursor right Move cursor left Previous field (Address Book only) Next Field (Address Book only) Open Address Record (Address Book only) Using Graffiti ShortCuts Graffiti ShortCuts make entering[...]

42 Basic Operations Using the on-screen keyboard You can open the on-screen keyboard anytime you need to enter text or numbers on your CLIE handheld. Note that you cannot enter Graffiti characters while using the on-screen keyboard. To use the on-screen keyboard: 1 Open any application (such as Memo Pad). 2 Tap any record, or tap “ New. ” 3 Tap[...]

43 Basic Operations 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 Sony software or any supported PIM to enter information. You can then perform a HotSync ® operation to synchronize the information on your computer with the information on your CLIE handheld.[...]

44 Basic Operations To import data 1 Open the Palm Desktop for Sony 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, do the following: Select “ All ” in the “ Category ” box. Make sure that the same categories that appear in the imported file also [...]

45 Basic Operations Managing applications This chapter explains how to switch between applications on the CLIE handheld, how to personalize application settings, and how to categorize applications into related groups. Using the Applications Launcher The Applications Launcher displays all the available applications on the CLIE handheld by default. Y[...]

46 Basic Operations • Tap the Home icon , then rotate the Jog Dial to select the application. Push the Jog Dial to launch the selected application. • Press an application button , , or on the front panel to display the selected application immediately. To switch between applications Tap the Applications icon or press an application button on th[...]

47 Basic Operations To display applications by category 1 Tap the Home icon on the front of the CLIE handheld. 2 Do one of the following: • Tap the Home icon repeatedly to scan through all the categories. • Tap the drop-down list in the upper-right corner of the screen; then tap the category you want to display. • Push the Jog Dial repeatedly[...]

48 Basic Operations To display the last-selected category of applications 1 Tap the Home icon . 2 Tap the Menu icon . 3 Tap “ Options, ” then tap “ Preferences. ” 4 In the “ Preferences ” dialog box, tap the “ Remember Last Category ” check box. 5 Tap “ OK. ” Each time you return to the Applications Launcher, the last category o[...]

49 Using Basic Applications Using Basic Applications Managing Schedules and Events (Date Book) What you can do with the Date Book ............................................................... 51 Scheduling events ............................................................................................. 52 Changing the Date Book view ..........[...]

50 Using Basic Applications Using the Memo Pad What you can do with the Memo Pad ............................................................ 107 Creating memos .............................................................................................. 108 Reviewing memos ..........................................................................[...]

51 Using Basic Applications Managing Schedules and Events (Date Book) What you can do with the Date Book The Date Book lets you quickly and easily schedule appointments or any activity associated with a date or date and time. When you open the Date Book, the current date and a list of working hours for a standard business day are displayed. Use the[...]

52 Using Basic Applications Scheduling events You can use the Date Book to keep a day ’ s range of events. When you start the Date Book, it initially displays a screen showing the working time slot for the day. When you make a plan, its details are displayed to the right of the time and the time slot is automatically set to 1 hour. You can also m[...]

53 Using Basic Applications 3 Enter a description of the event. You can enter up to 255 characters in length. 4 If the event is one hour long, go to Step 7. If the event is longer or shorter than one hour, tap directly on the time to open the “ Set Time ” dialog box. 5 Set the duration of the event as follows: • Tap the time columns in the ?[...]

54 Using Basic Applications 7 Tap a blank area on an edge of the screen to deselect the event. Note If an event has the same start and time, the time is only displayed once. z You can open the “ Set Time ” dialog box (to select a start time) by making sure no event is selected, and then writing a number on the number side of the Graffiti writin[...]

55 Using Basic Applications 3 Perform the step of “ To schedule a timed event for the current date ” on page 52. z In the “ Go to Date ” dialog box, you can also use the scroll button on the front panel to scroll forward or backward one month at a time. To schedule an untimed event 1 Select the date for the event as described in “ To sche[...]

56 Using Basic Applications 5 Tap a blank area on the screen to deselect the untimed event. z 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. Changing a timed event to an untimed event 1 Tap the t[...]

57 Using Basic Applications 4 Tap “ Repeat. ” The “ Change Repeat ” dialog box appears. 5 Tap either “ 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 every line. For example, if[...]

58 Using Basic Applications About scheduling repeated or continuous events • If you change the start date of a repeated event, your CLIE handheld calculates the number of days you moved the event by. Your CLIE handheld then automatically changes the end date to maintain the duration of the repeated event. • If you change the repeat interval (e.[...]

59 Using Basic Applications Changing the Date Book view The events you create in the Date Book can be easily displayed and checked. 1 Press the Date Book button on the front panel. The “ Date Book ” starts and displays the events of the day. 2 Rotate the Jog Dial to view the events for the previous or following day. You can advance or retrace t[...]

60 Using Basic Applications Working in 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 the Date Book button on the front panel. The “ Date Book [...]

61 Using Basic Applications • The Week view displays the time span defined by the Start Time and End Time in the Date Book Preferences settings. If you have an event before or after this time span, a bar appears at the top or bottom of that day ’ s column. Use the on-screen scroll arrows to scroll to the event. Spotting event conflicts An event[...]

62 Using Basic Applications 3 Rotate the Jog Dial to select the day you want to review. Rotating the Jog Dial allows you to select the next day. 4 Press the Jog Dial. The contents of the selected day appear. z 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-ri[...]

63 Using Basic Applications z Tips for using the Agenda view • Tap any appointment while in Agenda view to display the Day view of the appointment. • Mark the 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. Changing Date and Time view The Date Book lets you see the [...]

64 Using Basic Applications Editing the events created in the Date Book You can easily edit existing events you created in the Date Book. Changing a time for an event 1 Press the Date Book button on the front panel. The “ Date Book ” starts up. 2 Tap the event you want to edit. 3 Tap “ Details. ” The “ Event Details ” dialog box appears[...]

65 Using Basic Applications 4 Tap “ Time. ” The “ Set Time ” dialog box appears. 5 Tap the time columns in the “ Set Time ” dialog box to set the “ Start Time. ” 6 Tap the time columns to set the “ End Time. ” 7 Tap “ OK. ” 8 Tap “ OK ” in the “ Event Details ” dialog box. Changing a date for an event 1 Press the Dat[...]

66 Using Basic Applications 4 Tap “ Date. ” The “ Set Date ” dialog box appears. 5 Specify the due date using one of the following ways: Specify the year, month, and day in the calendar. 6 Exit this area by either selecting “ Today, ” or by tapping a day of a month. 7 Tap “ OK ” in the “ Event Details ” dialog box. Setting an al[...]

67 Using Basic Applications 4 Tap the “ Alarm ” check box to select it. The alarm is set. 5 Tap to change the time unit; select “ Minutes, ” “ Hours, ” or “ Days. ” 6 Tap at “ 5 ” next to the “ Alarm ” check box and enter any number from 0 to 99 (inclusive) as the number of time units. 7 Tap “ OK. ” Setting an alarm for [...]

68 Using Basic Applications Setting events as private You can set events as private. If the password is set in the event for data protection, you need to enter the password to display the private data of the Date Book. 1 Press the Date Book button on the front panel. The “ Date Book ” starts up. 2 Tap the event you want to define as private. 3 [...]

69 Using Basic Applications Deleting events You can delete the existing events in the Date Book. Note If you delete the times of repeated events, all the related events that are defined in conjunction with the repeated event will be deleted. When you delete the event with the “ Delete Event ” command, you can specify whether you want to delete [...]

70 Using Basic Applications Date Book menu commands The Date Book has menu commands to arrange or edit the event data. This section describes the menu commands that are unique to the Date Book. See “ Edit menu ” in “ Handy Functions ” on page 207 for the description of the menu commands common to all CLIE handheld applications. Date Book Re[...]

71 Using Basic Applications Purge You can specify a certain period based on the CLIE handheld calendar and discard any schedules that were formed before your specified date. This saves the memory space of your CLIE handheld. This command opens the “ Purge ” dialog box. Tap “ OK ” to carry out the discard function and “ Cancel ” to cance[...]

72 Using Basic Applications Display Options Allows you to change the Date Book appearance and which event to display. • Show Time Bars: Activates the time bars that appear in the Day View. The time bars show the duration of an event and illustrate event conflicts. • Compress Day View: Controls how the time appears in the Day View. When “ Comp[...]

73 Using Basic Applications Managing Addresses and Phone Numbers (Address Book) What you can do with the Address Book In the Address Book, you can organize all the names, addresses, phone numbers, and other information about your personal or business contacts. The Address Book allows you to: • Quickly enter, look up, or duplicate names, addresses[...]

74 Using Basic Applications Creating a new Address Book record You can prepare the address record by entering it directly into your CLIE handheld or by importing records from your computer using the Palm Desktop for Sony software. See “ Exchanging and Updating Data Using HotSync Operations ” on page 163 for instructions on uploading information[...]

75 Using Basic Applications 6 Now enter all the other required information in the same way. 7 Tap to go to the next page where you can fill in the rest of the information. 8 After entering all necessary information, tap “ Done. ” The “ Address ” screen is restored.[...]

76 Using Basic Applications Pasting images to address information You can paste images to your address information, such as a photograph of a person or a restaurant. You need to install PictureGear Pocket application from the Memory Stick media supplied with your CLIE handheld before pasting images. See “ Installing applications from Memory Stick[...]

77 Using Basic Applications 4 Tap “ No Image ” in the upper-right corner. The “ PG Pocket ” screen appears. 5 Tap the image you want to paste. The image you selected is pasted to the address information. Tap No Image. l continued[...]

78 Using Basic Applications 6 Tap “ Done. ” Returns to the “ Address ” screen. A mark is displayed to the left of the address information you pasted an image to. Note Always use your CLIE handheld to change records with an attached image. If you use the Palm Desktop for Sony software to change the category of a record with an attached image[...]

79 Using Basic Applications Viewing address records 1 Press the Address Book button on the front panel. The “ Address ” screen appears and shows a list of addresses that are currently stored. 2 Rotate the Jog Dial to select the address record you want to view. If the address record you want to view is not shown, continue rotating the Jog Dial s[...]

80 Using Basic Applications Sorting the address list There are two ways of displaying the address records : you can choose to display “ last and first name ” or “ company and last name. ” This only changes the display of the Address Book. 1 Press the Address Book button on the front panel. The “ Address ” screen appears and shows a list[...]

81 Using Basic Applications The menus of the Address Book appear. 3 Tap “ Options, ” and then tap “ Preferences. ” The “ Address Book Preferences ” dialog box appears. 4 Tap the display format you want in the “ List By ” field. Depending on your choice, the Address Book starts up, showing “ Last Name, First Name ” or “ Company[...]

82 Using Basic Applications Searching address records You can search through your Address Book quickly. 1 Press the Address Book button on the front panel. The “ Address ” screen appears and shows a list of addresses that have currently been stored. 2 Enter the first character of the record you want to search for. The list scrolls to the first [...]

83 Using Basic Applications Editing address records You can modify records or add the ones you created. Modifying address records 1 Press the Address Book button on the front panel. The “ Address ” screen appears and shows a list of addresses that have currently been stored. 2 Tap the record you want to modify. The “ Address View ” screen a[...]

84 Using Basic Applications 4 Tap the field that you want to edit. You can now edit the information you tapped in. 5 When modification is complete, tap “ Done. ” Return to the “ Address ” screen. Duplicating an address record You can copy existing address records you created. This feature is useful when you want to enter the records of two [...]

85 Using Basic Applications 3 Tap the “ Address View ” tab at the top of the screen, and tap the “ Duplicate Address ” from the “ Record ” menu. The record you selected is copied. The string “ Copy ” is appended to the end of the First name field of the copied information. 4 When you have finished copying, tap “ Done. ” Return t[...]

86 Using Basic Applications Deleting address records You can delete records you entered. 1 Press the Address Book button on the front panel. The “ Address ” screen appears and shows a list of addresses that have currently been stored. 2 Tap the record you want to delete. The “ Address View ” appears. 3 Tap “ Edit. ” The “ Address Edit[...]

87 Using Basic Applications 4 Tap “ Details. ” The “ Address Entry Details ” dialog box appears. 5 Tap “ Delete. ” The “ Delete Address ” dialog box appears. 6 Tap “ OK. ” The record you selected is deleted. If you check “ Save archive copy on PC, ” the deleted data from your CLIE handheld is saved to the Palm Desktop for So[...]

88 Using Basic Applications Specifying the category of an address record You can categorize the records you entered. This feature is useful for viewing records by category. 1 Press the Address Book button on the front panel. The “ Address ” screen appears and shows a list of addresses that have currently been stored. 2 Tap the records you want [...]

89 Using Basic Applications 4 Tap “ Unfiled ” in the upper-right corner of the screen. A list of categories appears. 5 Tap a category you want. The category is selected. Changing the Address Book Preferences In the Address Book Preferences, you can define which records should be shown and which ones should stay hidden when viewing the Address B[...]

90 Using Basic Applications 4 Tap “ Details. ” The “ Address Entry Details ” dialog box appears. 5 You can now change the settings. You have 3 options: Show in List : This option selects the type of records to be shown. Tap and select “ Work, ” “ Home, ” “ Fax, ” “ Other ” or “ E-mail. ” Category : This option specifies [...]

91 Using Basic Applications Address Book menu commands The Address Book has menu commands for arranging and editing ordinary data. Here is a description of the menu commands that are unique to the Address Book. See “ Edit menu ” in “ Handy Functions ” on page 207 for a description of the menu commands common to all CLIE handheld application[...]

92 Using Basic Applications Address • Duplicate Address: Makes a copy of the current record and displays the copy in “ Address Edit ” so you can make changes to the copied record. The copy has the same category and the same attached notes as the original record. • Beam Category: Sends all the address records in the currently selected catego[...]

93 Using Basic Applications Options menu Font You can select the font of the Address Book. The “ Select Font ” dialog box appears when you choose this menu item. Select the desired font. Preferences The “ Remember last category ” option determines how the Address Book appears when you return to it from another application. If you select thi[...]

94 Using Basic Applications Managing Tasks and Things to Do (To Do List) What you can do with the To Do List The To Do List is a convenient place to create reminders and prioritize the things that you have to do. Use the To Do List to: • Make a quick and convenient list of things to do. • Assign a priority level to each task. • Assign a due d[...]

95 Using Basic Applications Creating To Do List items A To Do List item is a reminder of some tasks you have to complete. 1 Press the To Do List button on the front panel. The “ To Do ” screen appears. 2 Tap “ New. ” A new “ To Do ” item is added to the To Do List. 3 Enter the text of the To Do item. The text can be longer than one line[...]

96 Using Basic Applications Viewing To Do List items The items you recorded in the To Do List can be displayed so you can check them easily. 1 Press the To Do List button on the front panel. The “ To Do ” screen appears. 2 Rotate the Jog Dial to select the screen you want to view. 3 Press the Jog Dial. The content of the item you selected appea[...]

97 Using Basic Applications Setting To Do List priorities You can set priorities for tasks in your To Do List according to their importance or urgency. By default, items appear by priority and due date at the top of the To Do List, with 1 representing the highest priority. Changing an item ’ s priority may move its position in the list. New To Do[...]

98 Using Basic Applications Marking a To Do List item as complete You can mark a To Do List item as complete to indicate that you have completed it. 1 Press the To Do List button on the front panel. The “ To Do ” screen appears. 2 Tap the check box on the left side of the item and select the check box.[...]

99 Using Basic Applications Changing priorities and due dates You can change the To Do List to display the due date assigned to an item, change its priority, and assign a category to the task. Assigning a category You can assign a category to the task in the To Do List. 1 Press the To Do List button on the front panel. The “ To Do ” screen appe[...]

100 Using Basic Applications Changing the due date of a To Do item You can assign a date to the task in the To Do List. 1 Press the To Do List button on the front panel. The “ To Do ” screen appears. 2 Tap the content of the To Do item for which you want to change the due date. 3 Tap “ Details. ” The “ To Do Item Details ” dialog box ap[...]

101 Using Basic Applications • Choose Date: Allows you to select a desired date. The “ Due Date ” screen appears. You can select a desired date from the calendar. 5 Tap “ OK. ” z If you have selected “ Show ” in the “ To Do Preferences, ” you can set the date directly from the To Do list by tapping the date in the To Do List.[...]

102 Using Basic Applications Deleting items from the To Do List You can delete items from the To Do List. 1 Press the To Do List button on the front panel. The “ To Do ” screen appears. 2 Tap the item you want to delete. 3 Tap “ Details. ” The “ To Do Item Details ” dialog box appears. 4 Tap “ Delete. ” The “ Delete To Do ” dial[...]

103 Using Basic Applications Viewing completed and due items in the To Do List You can sort To Do List items by priority, due date, or category. 1 Press the To Do List button on the front panel. The “ To Do ” screen appears. 2 Tap “ Show. ” The “ To Do Preferences ” dialog box appears. 3 You can now change the view. You can choose from [...]

104 Using Basic Applications 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 the item. If you do not ass[...]

105 Using Basic Applications The To Do List menu commands The To Do List has menu commands for specifying data types and editing ordinary data. Here is a description of the menu commands that are unique to the To Do List. See “ Edit menu ” in “ Handy Functions ” on page 207 for a description of the menu commands common to all CLIE handheld [...]

106 Using Basic Applications Purge This menu item allows you to delete any completed To Do items from the To Do List. To Do items are recorded in the To Do list as they are completed. Run this command to save memory if you find too many recorded To Do items in your CLIE handheld. When you run this command, the “ Purge ” dialog box appears. Tap [...]

107 Using Basic Applications Using the Memo Pad What you can do with the Memo Pad You can use the Memo Pad to make brief memos and show TXT or CSV (Comma Separated Value) document files, which are created on a computer or on your CLIE handheld. The Memo Pad allows you to: • Write memos and jot down various types of information. • Copy memos you[...]

108 Using Basic Applications Creating memos A memo can contain up to 4,000 characters. The number of memos you can store is limited. 1 Press the Memo Pad button on the front panel. The “ Memo ” pad starts up. 2 Tap “ New. ” A new memo is created. l continued[...]

109 Using Basic Applications 3 Enter the memo text. Use the Enter key to start a new line (if you are using a onscreen keyboard). 4 Tap “ Done ” when you have finished. z You can also create a new memo by beginning your memo in the Graffiti writing area in the “ Memo ” screen. The first letter is automatically capitalized.[...]

110 Using Basic Applications Reviewing memos The Memo List displays the first line of a memo. This makes it easy to locate and review your memos. 1 Press the Memo Pad button on the front panel. The “ Memo ” pad starts and shows a list of memos. 2 Rotate the Jog Dial to select the memo you want to view. If the desired memo is not found on the sc[...]

111 Using Basic Applications Sorting memos You can change the order in which the memos are displayed. 1 Press the Memo Pad button on the front panel. The “ Memo ” pad starts and shows a list of memos. 2 Tap the Menu icon . A menu of commands appears. 3 Tap “ Preferences ” from the “ Options ” menu. The “ Memo Preferences ” dialog bo[...]

112 Using Basic Applications • Tap “ Manual ” to sort new memos in the sequence in which you create them. • Tap “ Alphabetic ” to sort the existing memos in numerical and alphabetical sequence. 5 Tap “ OK. ” Setting the display order You can change the order of memos using manual mode, then move memos according to your preferred ord[...]

113 Using Basic Applications Editing memos Assigning a category You can assign a category to each memo so that memos can be arranged by category. Use the Category of the screen to specify and edit a category. Defining a memo as private You can designate memos as private. If a password is set in a memo for data protection, you need to enter the pass[...]

114 Using Basic Applications 3 Tap “ Details. ” The “ Memo Details ” dialog box appears. 4 Tap and select the “ Private ” check box. 5 Tap “ OK. ”[...]

115 Using Basic Applications Deleting existing memos You can delete memos that are no longer necessary. 1 Press the Memo Pad button on the front panel. The “ Memo ” pad starts and shows a list of memos. 2 Tap the memo you want to delete. The content of the memo you tapped appears. 3 Tap “ Details. ” The “ Memo Details ” dialog box appea[...]

116 Using Basic Applications Memo Pad menu commands The Memo Pad has menu commands for specifying data types and editing ordinary data. Here is a description of the menu commands that are unique to the Memo Pad. See “ Edit menu ” in “ Handy Functions ” on page 207 for a description of the menu commands common to all CLIE handheld applicatio[...]

117 Using Basic Applications Memo Screen New Memo Creates a new memo. Delete Memo Deletes the current memo. The “ Delete Memo ” dialog box appears when you choose this menu item. Tap “ OK ” to delete the memo or “ Cancel ” to cancel the delete function. Note By default, all memos you deleted from the Memo Pad are restored when a HotSync[...]

118 Using Basic Applications Options menu Font You can select the font of the Memo Pad. The “ Select Font ” dialog box appears when you choose this menu item. Phone Lookup The “ Phone Number Lookup ” screen appears. Preferences Used to specify the way in which memos are to be displayed. The “ Memo Preferences ” screen appears when you c[...]

119 Using Basic Applications Managing Expenses (Expense) What you can do with the Expense You can use the Expense for many disbursement purposes such as recording expenditures for business trips and personal expenses as a cash book. The Expense allows you to: • Record dates, types of expenses, amount spent, payment method, and other details assoc[...]

120 Using Basic Applications Recording expenses The Expense allows you to record the date, expense type, and amount you spent. You can sort Expense items into categories or add other information to an item. 1 Tap the Home icon . The “ Applications Launcher ” appears. 2 Rotate the Jog Dial to select “ Expense, ” then press the Jog Dial. The [...]

121 Using Basic Applications 3 Tap “ New. ” 4 Enter the amount you have paid. 5 Tap “ Expense type ” and select an expense type from the drop-down list. Note The item you entered is saved when you selected the “ Expense type. ” No item is recorded unless the “ Expense type ” is specified. z You can also create a new Expense item in [...]

122 Using Basic Applications Sorting Expense items You can change the view of the Expense. 1 Tap the Home icon . The “ Applications Launcher ” appears. 2 Rotate the Jog Dial to select “ Expense, ” then press the Jog Dial. The “ Expense ” screen appears. 3 Tap “ Show. ” The “ Show Options ” dialog box appears. 4 Select the displa[...]

123 Using Basic Applications Changing the date of an Expense item The Expense automatically shows in each expense item the date on which the record is entered. If you recall and want to record a past payment date in an expense item, you can change the payment date of the record to the correct date. 1 Tap the Home icon . The “ Applications Launche[...]

124 Using Basic Applications 4 Tap the date area of the selected expense item. The “ Date ” screen appears. 5 Tap the date you want.[...]

125 Using Basic Applications Adding detailed information to an Expense item You can add various detailed information to an expense item. The information you add is shown in the “ Receipt Details ” screen. 1 Tap the Home icon . The “ Applications Launcher ” appears. 2 Rotate the Jog Dial to select “ Expense, ” then press the Jog Dial. Th[...]

126 Using Basic Applications 5 Specify detailed information. • Category : Specify the category of the expense item. The Expense has two sample categories named “ New York ” and “ Paris ” which may be used to sort expense items by the destination of business trip. To rename an existing category or add a new category, choose “ Edit Catego[...]

127 Using Basic Applications Printing an Expense report By performing a HotSync operation to transfer your latest Expense data to your computer, the Palm Desktop for Sony software makes it easy to print it out. You can use the Expense data as an expense report by changing the print preferences. 1 Perform a HotSync operation to transfer the Expense [...]

128 Using Basic Applications 5 Click “ OK. ” This starts printing the data. Notes • The unit of “ Travelling Distance ” is either km (kilometers) or mi. (miles). • When you select “ Prints currency, ” “ Travelling Distance ” values are converted to amounts of allowances per distance paid when travelling expenses are calculated.[...]

129 Using Basic Applications Changing the currency and symbols display You can change the types and symbols of currencies to be used in the Expense. Changing the currency 1 Tap the Home icon . The “ Applications Launcher ” appears. 2 Rotate the Jog Dial to select “ Expense, ” then press the Jog Dial. The “ Expense ” screen appears. 3 Ta[...]

130 Using Basic Applications 5 Tap the “ Currency ” drop-down list and tap “ Edit currencies. ” The “ Select Currencies ” dialog box appears. 6 Tap the drop-down list and select the name of the country of your choice. 7 Tap “ OK. ”[...]

131 Using Basic Applications Creating a new currency symbol You can create your own custom currency symbol and add it to the drop- down list. 1 Tap the Home icon . The “ Applications Launcher ” appears. 2 Rotate the Jog Dial to select “ Expense, ” then press the Jog Dial. The “ Expense ” screen appears. 3 Tap the Menu icon . 4 Tap “ O[...]

132 Using Basic Applications 5 Tap one of four country name text boxes. The “ Currency Properties ” dialog box appears. 6 Enter the name of the country and a currency symbol, then tap “ OK. ” z 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 “ Pre[...]

133 Using Basic Applications Expense menu commands The Expense has menu commands for specifying data types and editing ordinary data. Here is a description of the menu commands that are unique to the Expense. Expense Record menu Delete Item Deletes the current expense item. The “ Delete Expense ” dialog box appears when you choose this menu ite[...]

134 Using Basic Applications Using the Calculator (Calculator) Calculating with the Calculator The Calculator lets you perform general mathematical functions, such as addition, subtraction, multiplication, and division. 1 Tap the Calculator icon . The “ Calculator ” screen appears. 2 Perform calculations. To use the Calculator, tap the numbers [...]

135 Using Basic Applications C Clears the entire calculation and enables you to begin a fresh 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 the memory. Each new number you enter wit[...]

136 Using Basic Applications Calculator menu commands Calculator Edit menu Copy and Paste These commands may be used to copy a number from the Calculator and paste it into another application. Similarly, you can also paste numeric values you copied from another application such as the Expense into the Calculator. Options menu Recent Calculations Yo[...]

Using Memory Stick media Applications Managing Data (Memory Stick Gate) Using Memory Stick media ............................................................................ 138 Starting Memory Stick Gate (MS Gate) ......................................................................................... 142 Copying data from the CLIE handheld to a [...]

138 Using Memory Stick media Applications Managing Data (Memory Stick Gate) Using Memory Stick media This new compact, portable, and versatile IC recording medium has a data capacity exceeding that of a floppy disk. The media is specially designed for exchanging and sharing digital data with compatible products. Because it is removable, the media c[...]

139 Using Memory Stick media Applications Push the Memory Stick media Pull the Memory Stick media out k To remove a Memory Stick media First, make sure that data is not being written on or read from the Memory Stick media. Then gently push the Memory Stick media in (like a button). The Memory Stick media pops out a little from the CLIE handheld, th[...]

140 Using Memory Stick media Applications Do not format the Memory Stick media for the CLIE handheld with any application other than MS Gate. Otherwise, the Memory Stick media might not work correctly. When you insert a Memory Stick media that was initialized by another device, a dialog box appears asking if you want to format the Memory Stick medi[...]

141 Using Memory Stick media Applications To format a Memory Stick media Formatting defines the recording format for the Memory Stick media so that you can access data with your CLIE handheld. Commercially available Memory stick media are already formatted so you can immediately use them. But if you need to format your Memory Stick media, proceed a[...]

142 Using Memory Stick media Applications Starting Memory Stick Gate (MS Gate) You can copy, move or delete data on your CLIE handheld and also in the directory on a Memory Stick media (stored under PALMPROGRAMSMSFILES), using MS Gate application. Note Some applications access the data contained in directories other than the above. 1 Tap the Hom[...]

143 Using Memory Stick media Applications MS Gate starts up and data lists appear on the CLIE handheld screen. Note If the “ Handheld full ” dialog box appears during startup of MS Gate, no data is shown. In order to increase the space, delete unnecessary data or applications from your CLIE handheld. Tap this icon to view the CLIE handheld or M[...]

144 Using Memory Stick media Applications Copying data from the CLIE handheld to a Memory Stick media Not only can you save data on your computer using HotSync, but you can also save data from your CLIE handheld on a Memory Stick using “ MS Gate. ” Note A Memory Stick media cannot be used while the remaining battery power is low, because duplic[...]

145 Using Memory Stick media Applications 5 Tap “ COPY. ” The data selected is copied to the Memory Stick media. Moving data from your CLIE handheld to a Memory Stick media If there is not much free memory space on your CLIE handheld, it is convenient to move the data, instead of copying it, to the Memory Stick media. In step 5 above, tap “ M[...]

146 Using Memory Stick media Applications Copying data from a Memory Stick media to the CLIE handheld You can also copy data saved on a Memory Stick media to the CLIE handheld by using “ MS Gate. ” 1 Insert the Memory Stick media into the CLIE handheld. 2 Tap the Home icon . The “ Application Launcher ” appears. 3 Rotate the Jog Dial to sel[...]

147 Using Memory Stick media Applications 5 Select the data you want to copy to the CLIE handheld by tapping. z Make sure your CLIE handheld has enough space before copying. 6 Tap “ COPY. ” The data selected in the Memory Stick media is copied to the CLIE handheld. Note If you want to move data from the Memory Stick media to your CLIE handheld,[...]

148 Using Memory Stick media Applications Deleting data on the Memory Stick media You can delete unnecessary data saved on the Memory Stick media by using “ MS Gate. ” 1 Insert the Memory Stick media into the CLIE handheld. 2 Tap the Home icon . 3 Rotate the Jog Dial to select “ MS Gate, ” then press the Jog Dial. “ MS Gate ” starts and[...]

149 Using Memory Stick media Applications Setting up directories to read/write from/on the Memory Stick media Just like computers, the file management system of the Memory Stick media is composed of a directory structure. When accessing to read/write data on the Memory Stick media, you can specify the target directory in advance. You can read/write[...]

150 Using Memory Stick media Applications 5 Tap the Menu icon on the front panel to display the menu. 6 Tap “ Options, ” then tap “ Preferences. ” The “ Preferences ” dialog box appears. 7 Tap in the upper-right corner of the screen. The directories that can be set up on the Memory Stick media appear. 8 Tap the directory you want to rea[...]

151 Using Memory Stick media Applications Confirming the current settings 1 Insert the Memory Stick media into the CLIE handheld. 2 Tap the Home icon . 3 Rotate the Jog Dial to select “ MS Gate, ” then press the Jog Dial. “ MS Gate ” starts and a list of data stored on the CLIE handheld is displayed. 4 Press the Jog Dial. A list of data sto[...]

152 Using Memory Stick media Applications MS Gate menu commands “ MS Gate ” uses unique menu commands for exchanging data between your CLIE handheld and the Memory Stick media. Tools menu The content of the “ Tools ” menu depends on the displayed screen. Select All Selects all data displayed in the tab you select. Clear All Cancels the sele[...]

Using Memory Stick media Applications 153 Launching an Application Automatically from the Memory Stick (Memory Stick Autorun) Setting autorun for an application To start an application automatically from the Memory Stick media proceed as follows: 1 Insert the Memory Stick media into the Memory Stick slot. 2 Start MS Autorun. The list of application[...]

Using Memory Stick media Applications 154 To use data on a Memory Stick media You can automatically start an application from a Memory Stick media by tapping on a data file located on the Memory Stick media. The following steps describe this process using the application and an associated database file located on the Memory Stick media. Note Data o[...]

Using Memory Stick media Applications 155 9 From the displayed list, tap a database file. You can select more than one file by tapping on each file you want. 10 Tap “ Set. ” The setting is stored on the Memory Stick media, and the dialog box for confirmation appears. 11 Tap “ OK. ” The autorun setting is completed. Return to the “ Applica[...]

Using Memory Stick media Applications 156 Performing an autorun 1 Insert the Memory Stick media set for autorun into the Memory Stick slot. The “ Now Loading ” dialog box appears, and the specified application and database files will be copied to the CLIE handheld. After the copying is complete, the application will automatically start. Note Do[...]

157 Using Memory Stick media Applications Changing the autorun settings If you need to add new database files to the existing autorun settings, you can change the autorun setting later. The following is an example of adding the autorun setting for database files that are set to autorun with the application on the Memory Stick media. Similarly, you [...]

158 Using Memory Stick media Applications Canceling the autorun function temporarily When you need to rearrange data stored on several Memory Stick media, you may not want applications to automatically start. You can temporarily cancel the autorun feature using this procedure. 1 Start the “ MS Autorun ” from the “ Applications Launcher ” di[...]

159 Using Memory Stick media Applications Deleting the autorun settings When you delete the autorun setting, you cancel the autorun function on the Memory Stick media. 1 Start “MS Autorun” from the Applications Launcher display. 2 Insert the Memory Stick media into the Memory Stick slot. 3 Tap the Menu icon . 4 Tap “ Tools. ” The “Tools?[...]

160 Using Memory Stick media Applications Checking the MS Autorun history log When the autorun function is performed by inserting or removing a Memory Stick media, a history log is created on the CLIE handheld (MSAutorun_log). If autorun fails, it is useful to check the history log for information. 1 Start “ MS Autorun ” from the “ Applicatio[...]

161 Using Memory Stick media Applications Display log When Memory Stick media is inserted into or removed from your CLIE handheld, a history log is created. From the “ Options ” menu, you can view this information by tapping “ Display log. ” Tools The following buttons appear in the “ Tools ” dialog box: Recover: This button is displaye[...]

162 Advanced Oper ations Advanced Operations Exchanging and Updating Data Using HotSync Operations Performing a HotSync operation .................................................................... 164 Performing an infrared HotSync operation .................................................... 166 Changing the HotSync settings ...................[...]

163 Advanced Oper ations Exchanging and Updating Data Using HotSync Operations HotSync allows you to synchronize data between the applications on your CLIE handheld and the Palm Desktop for Sony software on the computer. You can synchronize your data by connecting your CLIE handheld directly to your computer with the cradle. • Synchronize the Dat[...]

164 Advanced Oper ations Performing a HotSync operation “ HotSync ” is a technology that allows you to automatically synchronize CLIE handheld application data with the Palm Desktop for Sony software data on the computer. You can also reduce the time required for completing a HotSync operation by only selecting the necessary data you want to sy[...]

165 Advanced Oper ations 4 Enter the user name and click “ OK. ” The HotSync operation starts. A completion message appears when the operation is finished. Notes • Even if a HotSync operation is via a USB connector on a cradle, “ Serial ” is indicated. • Do not remove or move your CLIE handheld from the cradle during the HotSync operati[...]

166 Advanced Oper ations Performing an infrared HotSync operation You can use the infrared communication port to perform an infrared HotSync operation; you do not need your cradle. This is especially useful if you travel with an infrared-enabled notebook. You simply enable infrared communication on your notebook and the CLIE handheld. Preparing you[...]

167 Advanced Oper ations 4 Select “Enable infrared communication.” The COM port displayed in the “Enabled infrared communication” option is the port where your infrared device is attached. It should be different from any port used by the HotSync Manager. 5 Make a note of which port is listed as “providing application support.” You need [...]

168 Advanced Oper ations Configuring HotSync Manager for the infrared communication Next, you need to go to the HotSync Manager and specify the simulated port used for infrared communication. 1 Click the “ HotSync Manager ” icon on the Windows taskbar. 2 Make sure that “ Local ” is checked on the menu. 3 Choose “ Setup. ” 4 Click the ?[...]

169 Advanced Oper ations Performing an infrared HotSync operation After you complete the steps to prepare for performing an infrared HotSync operation, it is easy to perform the actual operation. 1 In the “ Applications Launcher ” display, tap the HotSync icon . 2 Tap “ Local. ” 3 Tap the pick list below the “ HotSync ” icon and select [...]

170 Advanced Oper ations Returning to cradle HotSync operations It is easy to return to using the cradle for HotSync operations. 1 Click the “ HotSync Manager ” icon on the Windows taskbar. 2 Chose “ Setup, ” and then click “ Local. ” 3 Select the COM port where your cradle is connected. 4 Click “ OK. ” Now, the next time you want t[...]

171 Advanced Oper ations Changing the HotSync settings You can define how to start the HotSync Manager or the local HotSync settings. 1 Click the HotSync icon on the Windows ® taskbar and select “ Setup ” from the shortcut menu. The “ Setup ” dialog box appears. 2 Click the “ General ” tab to change the settings as needed. If you do no[...]

172 Advanced Oper ations Customizing HotSync application settings For each application, you can define a set of options that determines how records are handled during synchronization. These options are called a “ conduit. ” By default, a HotSync operation synchronizes all files between your CLIE handheld and the Palm Desktop for Sony software. [...]

173 Advanced Oper ations 4 Click “ Change. ” The “ Change HotSync Action ” dialog box appears. 5 Select the direction for writing data, or click “ Do Nothing. ” 6 Repeat steps 2 to 5 to modify conduit settings for other applications (or users). 7 Click “ OK. ” 8 Click “ Done. ” The conduit settings you have changed, are implemen[...]

174 Advanced Oper ations Creating a user profile If your company introduces several CLIE handheld devices, a predefined profile containing, for example, a company phone list can be transferred to these units before deploying them to users. Notes • This feature is designed only for HotSync operations used for the first time, before you assign a Us[...]

175 Advanced Oper ations 5 Enter a profile name and click “ OK. ” 6 Repeat steps 4 and 5 for each profile to be created. 7 Click “ OK. ” 8 Select the profiles you want to edit from the “ User ” list, and create data such as a company phone list. Transferring a created profile 1 Place on the cradle a CLIE handheld for which a User ID is [...]

176 Advanced Oper ations Synchronizing with external data created on the computer (File Link) The “ File Link ” feature lets you import the Address Book and the Memo Pad information into 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 [...]

177 Advanced Oper ations Installing Applications Supplied software Applications to be installed from a CD-ROM Install the following on your CLIE handheld: Sample data for PictureGear Pocket Sample data for gMedia Install the following on your computer: PictureGear 4.2 Lite This software is used for managing/editing various still images and movie fi[...]

178 Advanced Oper ations TrueSync This software provides multi-point synchronization of calendar, address book, notes, and To-Do items between a CLIE handheld, the Palm Desktop for Sony software, Microsoft ® Outlook ® and Lotus ® Organizer. Support information: 1-970-522-4610 No charge assistance for software installation and initial configurati[...]

179 Advanced Oper ations Installing applications from a Memory Stick media The supplied Memory Stick media contains the following add-on applications and data. • PictureGear Pocket (with samples for still pictures) • gMedia (with samples of moving pictures) MS Gate lets you install these applications and data on your CLIE handheld. 1 Insert the[...]

180 Advanced Oper ations Installing applications from a computer 1 Copy or download the application program you want to install to the Add-on folder in the CLIE Handheld folder on your computer (example : C :Program FilesCLIE HandheldAdd-on). If you want to copy to a different folder, you need to specify the folder in step 5. 2 Double-click the [...]

181 Advanced Oper ations 4 From a list of “ User, ” select a user name to use. 5 Click “ Add. ” The “ Open File ” dialog box appears. 6 Specify the application you want to install on the CLIE handheld, and click “ Open. ” In the “ Install Tool ” dialog box, a list of specified applications is displayed. If unnecessary applicatio[...]

182 Advanced Oper ations Deleting an add-on application You can delete add-on applications if your CLIE handheld runs short of memory or if the applications are no longer needed. You can only delete add-on applications which you have installed yourself, patch files, or extended functions. You cannot delete the standard applications provided with yo[...]

183 Advanced Oper ations Installing software on a computer You can install software on your computer, contained in the supplied installation CD-ROM. Installing PictureGear TM Lite PictureGear Lite allows you to transfer animations or still pictures to and from the CLIE handheld and your computer. You can view transferred animations or still picture[...]

184 Advanced Oper ations Installing TrueSync ® 1 Insert the Installation CD-ROM into the CD-ROM drive. The installer window appears. 2 Click “ Install TrueSync. ” 3 Read the Software License Agreement shown on the screen, then click “ Next. ” Follow the instructions on the screen to finish the installation. Installing AvantGo ® 1 Insert t[...]

185 Setting Up Y our CLIE Handheld Setting Up Your CLIE Handheld Handy Functions Finding records ............................................................................................... 186 Entering the owner information ...................................................................... 190 Locking your CLIE handheld with passwords .....[...]

186 Setting Up Y our CLIE Handheld Handy Functions Finding records Your CLIE handheld lets you find information in several ways: • In all applications, starting with the current application, you can locate selected text. • In the Date Book, the To Do List, the Memo Pad, you can find a phone number from the Phone Lookup to display the “ Addres[...]

187 Setting Up Y our CLIE Handheld 2 Enter the text you want to find. You can find alphanumeric characters and symbols. 3 Tap “ OK. ” The Find functionality starts and the find result list displays all words which include the text you entered. The notes attached to each record can also be found. 4 Tap the data from the find result list. The app[...]

188 Setting Up Y our CLIE Handheld Using the Phone Lookup option The “ Phone Lookup ” option lets you find a phone number from the Address list to an entry in another application. For example, you can add a phone number from the Address list to an entry in the Memo Pad using the “ Phone Lookup ” functionality. 1 Display the record in which [...]

189 Setting Up Y our CLIE Handheld 4 Tap a phone number you want to add. z 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. 5 Tap “ Add. ” The “ Phone Number Lookup ” screen closes and the name and phone number are added to the record displayed in step 1. To us[...]

190 Setting Up Y our CLIE Handheld Entering the owner information You can enter a name, company name, or phone number of the CLIE handheld owner. If you use the “ Security ” application to turn off and lock your CLIE handheld with a password, information that you enter in the “ Preferences ” screen appears the next time you turn on your CLI[...]

191 Setting Up Y our CLIE Handheld From the drop-down list in the upper-right corner, select “ Owner. ” 4 Enter the owner information. If you enter more text than can fit on one screen, a scroll bar appears at the right side of the screen. In case you assigned the password using the security application If you use the security application to as[...]

192 Setting Up Y our CLIE Handheld 3 Tap the Preferences icon . The “ Preferences ” screen appears. 4 From the drop-down list in the upper-right corner, select “ Owner. ” 5 Tap “ Unlock. ” The “ Unlock Message ” dialog box appears. l continued[...]

193 Setting Up Y our CLIE Handheld 6 Enter your current password (the one you entered in the “ Security ” application); then tap “ OK. ”[...]

194 Setting Up Y our CLIE Handheld Locking your CLIE handheld with passwords You can lock your CLIE handheld with a password to protect information. You must then enter the password when you turn on your CLIE handheld to gain access to the information on it. Notes • When your CLIE handheld had been locked, you must enter the correct password to r[...]

195 Setting Up Y our CLIE Handheld 4 Tap the Security icon . The “ Security ” dialog box appears. 5 Tap “ Lock & Turn Off. ” The “ System Lockout ” dialog box appears. l continued[...]

196 Setting Up Y our CLIE Handheld 6 Tap “ Off & Lock. ” Your CLIE handheld is turned off and locked. You must then enter the password when you turn on your CLIE handheld to gain access to the information on it.[...]

197 Setting Up Y our CLIE Handheld Protecting data Your CLIE handheld includes a “ Security ” application that lets you set options to protect data from unauthorized users. The “ Security ” application lets you hide records that you have defined as private, with or without a password. Assigning a password You can assign a password to protec[...]

198 Setting Up Y our CLIE Handheld 4 Enter your password and tap “ OK. ” The dialog box for verifying the password appears. 5 Enter the same password entered in Step 4 again to verify it and tap “ OK. ” Your password is assigned.[...]

199 Setting Up Y our CLIE Handheld l Changing and deleting passwords You can change or delete the password you assigned. 1 Tap the Home icon and select “ System ” from the drop- down list in the upper-right corner. The “ System ” screen appears. 2 Tap the “ Security ” icon . The “ Security ” dialog box appears. 3 Tap “ Assigned. ?[...]

200 Setting Up Y our CLIE Handheld The “ Delete Password ” dialog box appears. 2 Tap “ Yes. ” Passwords and all private data are deleted. Masking and hiding records You can mask or hide your private data. Assigning a password requires you to enter a password before private entries can be viewed. Private records are usually set as invisible [...]

201 Setting Up Y our CLIE Handheld 4 Tap “ Mask ” or “ Hide Records. ” This option lets you mask/hide records entered as private in the Address List, the Memo Pad, the Date Book or the To Do List. Viewing private records Follow this procedure to view private records protected by the Security application. 1 Tap the Home icon and select “ S[...]

202 Setting Up Y our CLIE Handheld 4 When the “ Show Private Records ” dialog box appears, enter a password and tap “ OK. ”[...]

203 Setting Up Y our CLIE Handheld Beaming information Beaming information to other Palm OS handheld Your CLIE handheld is equipped with an IrDA (infrared) port that you can use to beam information to another Palm OS ® handheld device that is close by and also has an IrDA port. The IrDA port is located at the top of your CLIE handheld, behind the [...]

204 Setting Up Y our CLIE Handheld 4 Tap “ Yes. ” To beam a record, business card, category of records 1 Locate the record, business card, or category you want to beam. 2 Tap the Menu icon . 3 Tap “ Record, ” and then tap one of the following: • The Beam command for an individual record • In the Address Book only: Beam Business Card •[...]

205 Setting Up Y our CLIE Handheld 3 Tap “ App, ” and then tap “ Beam. ” 4 Tap the application you want to transfer. Note Some applications are copy-protected and cannot be beamed. These are listed with a lock icon next to them. 5 Tap “ Beam. ” 6 When the “ Beam Status ” dialog box appears, point the IrDA port directly at the IrDA p[...]

206 Setting Up Y our CLIE Handheld 3 Select a category for the incoming information, create a new category, or leave the information unfiled. 4 Tap “ Yes. ” Tips on beaming information • You can press the Address Book button for about two seconds to beam your business card. • You can use the Graffiti Command stroke/B ( ) to beam the current[...]

207 Setting Up Y our CLIE Handheld 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 text that you select in an application. To use the Edit menu 1 Tap the Menu icon . The menu appears. 2 Select “ Edit. ” The “ Edit ” menu appears. Note[...]

208 Setting Up Y our CLIE Handheld Keyboard Opens the on-screen keyboard. When you finish with the on-screen keyboard, tap “ Done. ” Graffiti Help Opens screens that show all the Graffiti character strokes. Use this command if you do not know how to draw Graffiti characters.[...]

209 Setting Up Y our CLIE Handheld 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. To change the font style 1 Open an application. 2 Tap the Menu icon . 3 Tap “ Options, ” then tap “ Font. ” 4 Tap the font style yo[...]

210 Setting Up Y our CLIE Handheld Customizing Your CLIE Handheld (Preferences) What you can do with Preferences You can customize your CLIE handheld ’ s operation and default settings by changing Preferences. Buttons Assign different applications to the buttons on the front panel of your CLIE handheld and the HotSync ® button on the cradle, and[...]

211 Setting Up Y our CLIE Handheld 3 From the drop-down list, select the preferences you want to change. Viewing Preferences 1 Tap the Home icon . The “ Application Launcher ” starts up. 2 Rotate the Jog Dial to select “ Prefs ” and press the Jog Dial. The “ Preferences ” screen appears.[...]

212 Setting Up Y our CLIE Handheld Setting modem preferences You can change preferences of the modem connected to your CLIE handheld. Before being able to use a modem which is connected to your CLIE handheld, you must define the settings as follows: 1 Tap the Home icon . The “ Application Launcher ” starts up. 2 Rotate the Jog Dial to select ?[...]

213 Setting Up Y our CLIE Handheld Setting network preferences Network preferences let you set a password, telephone number, Domain Name System (DNS) number, IP address. You can use a preset service template for your Internet Service Provider (ISP) or dial-in server, and edit, save, and reuse settings. Selecting a service template Use the “ Servi[...]

214 Setting Up Y our CLIE Handheld 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. Although this field can contain multiple lines of text, only two lines appear on-screen. 1 Tap the “ User Name ” field. 2 Enter your user name. Note Most dial-[...]

215 Setting Up Y our CLIE Handheld 1 Tap the “ Password ” field. 2 Enter the password you use to log into your server. 3 Tap “ OK. ” Note The “ Password ” field updates to display the word “ Assigned. ” Adding telephone settings When you select the “ Phone ” field, your CLIE handheld opens a dialog box in which you define the te[...]

216 Setting Up Y our CLIE Handheld 3 If you need to enter a prefix or disable Call Waiting, skip to those procedures. Otherwise, tap “ OK. ” Entering a prefix A prefix is a number that you dial before the telephone number to access an outside line. For example, many offices require that you dial “ 0 ” to dial a number outside the building. [...]

217 Setting Up Y our CLIE Handheld Using a calling card The “ Use calling card ” field enables you to use your calling card when dialing your ISP or Intranet server. Keep in mind that there is usually a delay before you enter your calling card number. When you define your calling card number, you need to add commas at the beginning to compensat[...]

218 Setting Up Y our CLIE Handheld 2 Tap “ Details. ” The “ Details ” dialog box appears. 3 Tap the “ Connection type ” pick list and select one of the following connection types: PPP Point-to-Point protocol SLIP Serial Line Internet Protocol CSLIP Compressed Serial Line Internet Protocol Note If you are not sure, try PPP; if that does [...]

219 Setting Up Y our CLIE Handheld 2 Tap “ OK. ” Entering a primary and secondary DNS The Domain Name System (DNS) is a mechanism on the Internet for translating the names of host computers into IP addresses. When you enter a DNS number (or IP address), you are identifying a specific server that handles the translation services. Each IP address[...]

220 Setting Up Y our CLIE Handheld Identifying an IP address Everyone who logs on to the Internet needs to have a unique identifier (an IP address), whether permanent or temporary. Some networks dynamically assign a temporary IP address when clients log in. The “ IP Address ” field lets you identify whether your network provides automatic (dyna[...]

221 Setting Up Y our CLIE Handheld l Creating a login script A login 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). You can create login scripts by selecting commands from the “ Command ” pick list in the “ Login Script ” dialog box. [...]

222 Setting Up Y our CLIE Handheld 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 Name ” field of the “ Network Preferences ” screen. Send Password Transmits the password entered in the “ Password ” field of the ?[...]

223 Setting Up Y our CLIE Handheld Carriage return and line feed You can include carriage return and line feed commands, when entered in the following format: • <cr>: Sends or receives a carriage return. • <lf>: Sends or receives a line feed. For example, the string “ wait for Joe<cr><lf> ” waits to receive Joe, foll[...]

224 Setting Up Y our CLIE Handheld Connecting to your service After you set your “ Connection ” and “ Network ” Preferences, establishing a connection to your Internet Service Provider (ISP) or your company ’ s network (dial-in server) is easy. Note If you are connecting to an ISP, you need a third-party application, such as a web browser[...]

225 Setting Up Y our CLIE Handheld Duplicating an existing service template 1 Tap the “ Service ” drop-down list. 2 Tap the predefined service template you want to duplicate. 3 Tap the Menu icon . 4 Tap “ Service, ” and then tap “ Duplicate. ” A copy of the service template is added to the “ Service ” drop-down list. Deleting a serv[...]

226 Setting Up Y our CLIE Handheld Network preferences menu commands The “ Network Preferences ” screen includes menu commands to make it fast and easy to create and edit service templates. TCP/IP application menus are shown here for your reference. Service menu New You can create a new template and add to the “ Service ” drop-down list. De[...]

227 Setting Up Y our CLIE Handheld Assigning applications to buttons “ Buttons ” preferences let you assign different applications to the buttons on the front of your CLIE handheld. For example, you can assign the To Do List button to start the “ Expense ” application. 1 On the “ Preferences ” screen, select “ Buttons ” from the dro[...]

228 Setting Up Y our CLIE Handheld To launch the original applications When you have assigned another application to the button, you can launch the original application with the application launcher. To reset to the default settings When you want to initialize the allocation for the application button, tap “ Default ” in step 2. All application[...]

229 Setting Up Y our CLIE Handheld Changing the full-screen pen stroke activities You can change the assignment of the full-screen pen stroke. By default, the full-screen pen stroke activates Graffiti Help. 1 On the “ Preferences ” screen, select “ Buttons ” from the drop- down list in the upper-right corner. l continued[...]

230 Setting Up Y our CLIE Handheld 2 Tap “ Pen. ” The “ Pen ” dialog box appears. 3 From the drop-down list, tap the function you want to start when you set the full-screen pen stroke. • The Backlight option turns on the backlight of your CLIE handheld. It is convenient for you to switch ON/OFF of the backlight without using the power but[...]

231 Setting Up Y our CLIE Handheld Assigning applications to HotSync buttons “ Buttons ” preferences let you assign different applications to the HotSync buttons on the cradle and the modem. 1 On the “ Preferences ” screen, select “ Buttons ” from the drop- down list in the upper-right corner. 2 Tap “ Hotsync. ” The “ Hotsync Butt[...]

232 Setting Up Y our CLIE Handheld Changing the digitizer preferences The “ Digitizer Preferences ” screen opens the digitizer calibration screen. This is the same screen that appears when you start your CLIE handheld for the first time. You can recalibrate your screen after a hard reset, or if your digitizer drifts. On the “ Preferences ” [...]

233 Setting Up Y our CLIE Handheld Formatting time, date, and numbers To choose a country default When you select a country, the time, date, the week ’ s starting day, and number formats are adjusted. For example, in England, time often is expressed using a 24-hour clock; in the United States, time is expressed using a 12-hour clock with an AM or[...]

234 Setting Up Y our CLIE Handheld 2 Tap your default country from the “ Preset to ” drop-down list. To choose the time, date, and numbers formats You can select the preferred formats of the time, date, week ’ s starting day, and numbers. These formats appear in all applications. 1 Tap the “ Time ” drop-down list in the “ Preferences ?[...]

235 Setting Up Y our CLIE Handheld 2 Tap the “ Date ” drop-down list in the “ Preferences ” screen, and select a format. 3 Tap the “ Week starts ” drop-down list in the “ Preferences ” screen, and select Sunday or Monday. This setting controls the Day, Week, Month, and Agenda views in the Date Book and all calendar-related aspects o[...]

236 Setting Up Y our CLIE Handheld 4 Select a format from the “ Numbers ” drop-down list.[...]

237 Setting Up Y our CLIE Handheld Setting general preferences To set the time 1 On the “ Preferences ” screen, select “ General ” from the drop- down list in the upper-right corner. 2 Tap “ Set Time. ” The “ Set Time ” screen appears. 3 Tap the or arrow to set the hour. 4 Tap the “ Minute ” box and tap the or arrow to set to th[...]

238 Setting Up Y our CLIE Handheld 2 Tap the current date. The “ Set Date ” screen appears. 3 Tap the or arrows to set the year. 4 Tap the current month. 5 Tap the current date. Setting the auto shutoff Your CLIE handheld automatically turns off the power and backlight after a period of inactivity, to conserve battery power. You can define when[...]

239 Setting Up Y our CLIE Handheld Setting sounds You can select the sounds for system alerts, alarms, games, and sound on/ off during operations. 1 On the “ Preferences ” screen, select “ General ” from the drop- down list in the upper-right corner. 2 Tap the “ System Sound ” drop-down list and select the sound level or “ Off. ” Tu[...]

240 Additional Inf or mation Additional Information Troubleshooting .............................................................................................. 241 Precautions ..................................................................................................... 249 Resetting your CLIE handheld ....................................[...]

241 Additional Inf or mation Additional Information Troubleshooting This section describes how to solve common problems you may encounter when using your CLIE handheld. Note Thousands of third-party add-on applications have been written for the Palm OS platform. Sony does not support third-party applications. If you are having a problem with a thir[...]

242 Additional Inf or mation My CLIE handheld is not producing any sounds. • Check the “ System Sound setting. ” See “ Setting sounds ” on page 239. My CLIE handheld freezes • Perform a soft reset. See “ Resetting your CLIE handheld ” in “ Additional Information ” on page 251. Tapping and writing problems When I tap the buttons [...]

243 Additional Inf or mation 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 Private Records is set to Show private records. • In the To Do List, tap Show and see[...]

244 Additional Inf or mation I am using Outlook ® as my PIM, but I cannot do a HotSync operation. • Click the HotSync Manager and choose Custom. Check that the correct conduit is active. • Check that the correct conduit is installed. Reinstall the HotSync Manager and make sure the correct conduit is selected. I cannot launch the HotSync Manage[...]

245 Additional Inf or mation I cannot perform an IrDA HotSync operation. • Be sure the HotSync Manager is running and the Serial Port for local operations is set to the simulated port for infrared communication. • On your CLIE handheld, make sure the HotSync application is set to Local, with the option IrDA to a PC/Handheld. • Make sure the I[...]

246 Additional Inf or mation My CLIE handheld displays the message “ Waiting for sender ” when it is near my computer ’ s infrared port. • Your computer ’ s infrared port may be set to search automatically for the presence of other infrared devices. Do the following to turn off this option: 1. In the Windows ® taskbar, click “ Start. ?[...]

247 Additional Inf or mation Beaming problems I cannot beam data to another Palm OS PDA. • Make sure the infrared communication of your CLIE handheld is enabled. • Confirm that your CLIE handheld and the other Palm OS PDA are between ten centimeters (approximately 4 ” ) and twenty centimeters (approximately 8 ” ) apart, and that the path be[...]

248 Additional Inf or mation 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 entries marked as private. However, if you perform a HotSync operation before you delete the password, the HotSync process backs up all entries, whether or not [...]

249 Additional Inf or mation Precautions This chapter provides information on how to correctly use and charge your CLIE handheld. Notes on use The CLIE handheld is well designed to provide years of reliable use. However, be sure to follow these precautions. • Do not scratch or damage your CLIE handheld screen or the Graffiti writing area. Always [...]

250 Additional Inf or mation Notes on charging Follow these precautions when you charge your CLIE handheld. • It takes about three hours to charge your CLIE handheld for the first time. You can normally use your CLIE handheld for about fifteen days when fully charged. Charge the CLIE handheld everyday. It only takes a few minutes to charge it if [...]

251 Additional Inf or mation Resetting your CLIE handheld Under normal circumstances, you do not have to reset your CLIE handheld. However, if the system behaves abnormally or does not respond to the button or stylus on the screen, or if your handheld is running on insufficient memory, you must reset your CLIE handheld. To reset (soft reset) If you[...]

252 Additional Inf or mation To perform a hard reset When you cannot start your CLIE handheld by performing a soft reset, you must perform a hard reset to restart it. Note All stored records, are deleted by a hard reset. Do not perform a hard reset unless you cannot start your CLIE handheld with a soft reset. However, you can restore records only s[...]

253 Additional Inf or mation Removing the battery Note Do not open the battery cover, except when you dispose of the battery. When you dispose of the internal lithium ion battery which can no longer hold a charge at the end of its life, remove the battery as follows. 1 Remove the screw using a screwdriver. 2 Grip the edge of the black battery cover[...]

254 Additional Inf or mation Glossary Please refer to the following terms when you use your CLIE handheld. Conduit The software application used on your computer to synchronize your CLIE handheld with the specified software on the computer, such as the mailing software, when you perform HotSync operation with your computer. Cradle The accessory for[...]

255 Additional Inf or mation Memory Stick This new compact, portable, and versatile IC recording medium has a data capacity exceeding a floppy disk. The media is specially designed for exchanging and sharing digital data with compatible products. As it is removable, the media can be used for external data storage. Palm OS The Operating System of th[...]

256 Additional Inf or mation Getting Help This section describes how to get help and support from Sony. About Sony ’ s support options Sony provides several support options for your CLIE handheld. If you have questions about your CLIE handheld and its related software, check these options for answers: ❒ This guide and the Operating Instructions[...]

257 Additional Inf or mation Specifications 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) Memory 8MB (DRAM) LCD display mode 160 × 160 dot (monochrome) External input/output Interface connector IrDA (1.2) Memor[...]

258 Additional Inf or mation Index A AC Adapter ..................... 7, 16, 23, 247 Address Book category .......................................... 88 changing prefer ences .................... 89 creating r ecords ............................. 74 deleting recor ds ............................. 86 duplicating recor ds ....................... 84 m[...]

259 Additional Inf or mation Deleting add-on applications .................... 182 address r ecords .............................. 86 autorun settings .......................... 159 data on a Memory Stick media ....................................................... 148 event ................................................ 69 memos ...............[...]

260 Additional Inf or mation O Online manuals ................................... 9 Owner information ......................... 190 P Palm Desktop for Sony software ..................................... 9, 25, 43, 163 Palm OS ............................................ 203 Passwords assigning ...................................... 197 changing/del[...]

261 Additional Inf or mation R Reset default settings ............................ 210 hard r eset ...................................... 252 soft reset ....................................... 251 reset button .................................... 15 S Scroll button ...................................... 13 Security Address Book ....................[...]