A-B8F-100-11(2) Chapter 1 Basic operations of your Sony CLIÉ Handheld Chapter 2 Using basic applications Operating Instructions Chapter 3 Exchanging and updating data using a HotSync® operation Chapter 4 Communicating using your Sony CLIÉ Handheld Personal Entertainment Organizer Chapter 5 Customizing your Sony CLIÉ Handheld (Preferences) PEG-SL10/PEG-SJ20/PEG-SJ30 Chapter 6 Additional information © 2002 Sony Corporation
Table of contents About this manual ................................. 5 Viewing Address Book entries ............... 50 Differences between the PEG-SL10, PEG-SJ20, and PEG-SJ30 ......................... 6 Editing Address Book entries ................. 54 Chapter 1 Using the Address Book menus ............. 60 Managing tasks and things to do (To Do List) .................................. 62 Basic operations of your Sony CLIÉ Handheld Creating To Do List items ......................
Table of contents What is a HotSync® operation? ......... 102 What is Memory Stick® media? .......... 132 Performing a local HotSync® operation with the USB cable ............................. 103 Inserting and removing Memory Stick media .......................................... 133 Using the Palm™ Desktop for CLIÉ software ............................................. 105 Protecting the data in Memory Stick media ..........................................
Table of contents Assigning applications to HotSync® buttons ................................................ 158 Changing the Jog Dial™ navigator preferences ........................................ 159 Setting the display format of the time, date, and numbers (Formats) ............. 160 Setting the High Resolution Assist function .............................................. 182 Chapter 6 Additional information Selecting a region default ....................
About this manual Welcome to the Sony Personal Entertainment Organizer (referred to as the “CLIÉ handheld” in this manual). Your CLIÉ handheld comes with three manuals: Read This First Read This First provides an overview of your CLIÉ handheld’s features, hardware and software setup, installation instructions, and other important details. Before reading the other manuals, read the Read This First manual.
About this manual Differences between the PEG-SL10, PEG-SJ20, and PEG-SJ30 This manual describes the operation of three CLIÉ handheld models: PEGSL10, PEG-SJ20, and PEG-SJ30.
Chapter 1 Basic operations of your Sony CLIÉ Handheld This chapter describes how to turn your CLIÉ handheld on and off, enter data, and perform other basic operations. Contents Turning your Sony CLIÉ Handheld on and off .............................. 8 Using the stylus ........................................................................... 9 Using the Jog Dial™ navigator ................................................. 11 Entering data into your Sony CLIÉ Handheld .............................
Turning your Sony CLIÉ Handheld on and off Turning on your CLIÉ handheld Press the POWER button. Your CLIÉ handheld is turned on, and the last screen you viewed is displayed. Press the POWER button. BACK button When you turn on your CLIÉ handheld for the first time, the Setup screen appears. Tip You can set the power to turn on/off with the BACK button. For details, see page 159. Turning off your CLIÉ handheld Press the POWER button again. The power is turned off.
Using the stylus With your CLIÉ handheld, you can use the supplied stylus to enter characters or specify an application you want to run. Taking out the stylus The stylus is stored in the holder on the back panel of your CLIÉ handheld. Pull it out when using your CLIÉ handheld. Take out the stylus. To avoid losing the stylus, always put it back in its holder on your CLIÉ handheld after use.
Using the stylus Dragging Just as you can drag the mouse to select (and drag) text or move objects on your computer, you can also use the stylus to drag an item on the screen of your CLIÉ handheld. Press the stylus lightly on the item and move it along the screen surface. Touch the desired item on the screen with the stylus and move it along the screen surface (drag).
Using the Jog Dial™ navigator Your CLIÉ handheld is equipped with a Jog Dial™ navigator, which allows you to perform all major operations without the stylus. You can operate your CLIÉ handheld using the Jog Dial navigator with just one hand. The icon of any application that supports Jog Dial mark navigator operations is marked with the Jog Dial navigator mark*. For applications not supporting the Jog Dial navigator operations, you can use the JogAssist function to enable Jog Dial navigator operations.
Entering data into your Sony CLIÉ Handheld Using Graffiti® writing to enter data This section describes the procedures for creating letters, numbers, punctuation, and symbols, and teaches you some Graffiti® tips and tricks. What is Graffiti writing? Most people find they can enter text quickly and accurately with only minutes of practice. Graffiti writing includes any character you can type on a standard keyboard.
Entering data into your Sony CLIÉ 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 letter you want to create. For example, the stroke shown below creates the letter “n.” Note There are two different stroke shapes available for some letters.
Entering data into your Sony CLIÉ Handheld Note You must begin the character strokes in the Graffiti writing area. If you do not make Graffiti strokes in the Graffiti writing area, your CLIÉ handheld does not recognize them as text characters. Tips • Accuracy improves when you write large characters. You should draw strokes that nearly fill the Graffiti writing area.
Entering data into your Sony CLIÉ Handheld Writing Graffiti alphabet Write Graffiti letters corresponding to the letters of the alphabet, as shown below, in the left-hand side of the Graffiti writing area.
Entering data into your Sony CLIÉ Handheld To write capital letters Shift to caps and then you can make capital letters with the same stroke shapes as the basic alphabet characters. • To draw the first letter of a word as a capital letter Use the Caps Shift stroke . Caps Shift To return to the lower case, use the Backspace stroke . Note When you create a new sentence or a new record (by tapping New or a blank line), the first letter is automatically capitalized.
Entering data into your Sony CLIÉ Handheld Writing punctuation marks Make a single tap on the Graffiti writing area to activate Punctuation Shift. The next stroke you make anywhere in the Graffiti area (the letters or numbers side) creates a punctuation mark. Punctuation Shift (.
Entering data into your Sony CLIÉ Handheld Writing symbols and extended characters Make a Symbol Shift stroke on the Graffiti writing area to activate Symbol Shift. The next stroke you make creates a symbol or extended character.
Entering data into your Sony CLIÉ Handheld Writing accented characters and non-English characters To create accented characters, draw the stroke normally used to create the letter, followed by an accent stroke. Graffiti writing then adds the accent to the letter. To enter “é,” for example, draw and then àèìòù á é í ó ú ý âêîôû ãõñ äïöüÿ å .
Entering data into your Sony CLIÉ handheld Using Navigation strokes In addition to character symbols, Graffiti writing includes special strokes that you can use to navigate within text or fields in your applications.
Entering data into your Sony CLIÉ Handheld Using the onscreen keyboard You can open the onscreen keyboard any time you need to enter text or numbers into your CLIÉ handheld. Note that you cannot enter Graffiti characters while using the onscreen keyboard. To use the onscreen keyboard: 1 2 Open any application (such as Memo Pad). 3 Tap “a” to open the alphabetic keyboard, or tap “1” to open the numeric keyboard. Tap any record, or tap New. The selected keyboard is displayed.
Entering data into your Sony CLIÉ Handheld Alphabetic Tab Backspace Caps lock Caps shift Carriage return Tap here to display alphabetic keyboard Numeric Tap here to display numeric keyboard 4 International Tap here to display international keyboard Select the desired keyboard and tap the characters to enter text and numbers. You can use the onscreen keyboard in the same way as in the keyboard of your computer. To enter capital letter, tap cap and then tap the character button.
Entering data into your Sony CLIÉ Handheld Using your computer keyboard If you have a lot of data to enter, or prefer to use the computer keyboard, you can use the Palm™ Desktop for CLIÉ software or any other supported personal information manager (PIM), such as Microsoft Outlook®, to enter information. You can then perform a HotSync® operation to synchronize the information on your computer with the information on your CLIÉ handheld.
Adjusting the screen You can turn the backlight on or off, and adjust the contrast (PEG-SL10/ PEG-SJ20) or brightness (PEG-SJ30) according to the lighting conditions or temperature of the environment where you use your CLIÉ handheld. Turning the backlight off and on Press and hold down the POWER button for more than two seconds to turn the backlight off or on.
Resetting your Sony CLIÉ Handheld Under normal circumstances, you do not have to reset your CLIÉ handheld. On rare occasions, however, your CLIÉ handheld may no longer respond to buttons or the screen due to insufficient memory or other reasons. In this case, you need to perform a reset to get your CLIÉ handheld running again. Performing a soft reset A soft reset tells your CLIÉ handheld to stop what it’s doing and start over again.
Resetting your Sony CLIÉ Handheld Performing a hard reset If the soft reset does not solve the problem, you need to perform a hard reset to restart your CLIÉ handheld. Note With a hard reset, all records and entries stored in your CLIÉ handheld are erased. Perform a hard reset only if a soft reset does not solve your problem. You can restore your CLIÉ handheld data if you save a back-up on your computer or Memory Stick media.
Chapter 2 Using basic applications This chapter describes how to perform tasks that are specific to the basic applications of your CLIÉ handheld: Date Book, Address Book, To Do List, Memo Pad, and Calculator. Contents Managing schedules and events (Date Book) ..................... 28 Scheduling an event ............................................................ 28 Checking schedules ............................................................. 35 Editing Date Book events .................................
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 panel. Date Book starts up. Today’s schedule is displayed with a list of times for a standard business day.
Managing schedules and events (Date Book) 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 Perform one of the following to set the duration of the event: • Tap the time columns on the right side of the Set Time dialog box to set the Start Time, and tap the End Time box.
Managing schedules and events (Date Book) Tip You can open the Set Time dialog box (to select a start time) by writing a number on the number side of the Graffiti writing area and making sure no event is selected. To schedule an untimed event In step 5, tap No Time. A new untimed event is displayed in the first line in Date Book with a ♦ mark. Scheduling a timed event for another date 1 Press the Date Book button on the front panel. Date Book starts up.
Managing schedules and events (Date Book) Tip You can also use the scroll button on the front panel to move forward or backward one day or one month at a time. To schedule an untimed event In step 3, tap New and then tap No Time. Then follow the steps for “Scheduling an event for the current date.” Tip You can create a new untimed event by making sure no event is selected and then writing letters in the Graffiti writing area. When you start writing, the untimed event appears at the top of the screen.
Managing schedules and events (Date Book) 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 of the week on Repeat on line to specify the day you want the event to repeat.
Managing schedules and events (Date Book) • 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 list and tap Choose Date. The Ending On screen appears. 8 Tap the end date on the screen. The Change Repeat screen appears again. 9 Tap OK.
Managing schedules and events (Date Book) 10 Tap OK. The Date Book screen is displayed again. icon is displayed to the far right of the Make sure that the repeat event. Notes • If you change the start date of a repeating event, your CLIÉ handheld calculates the number of days you moved the event. Your CLIÉ handheld then automatically changes the end date to maintain the duration of the repeating event. • If you change the repeat interval (e.g.
Managing schedules and events (Date Book) 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 schedule for a specific day and time.
Managing schedules and events (Date Book) Displaying the Week view Week view displays a calendar of your events for an entire week. This view lets you quickly review your appointments and available time slots. In addition, the graphical display helps you spot overlaps and conflicts in your schedule. 1 Press the Date Book button on the front panel. Date Book starts up. 2 Press the Jog Dial navigator repeatedly or tap the view icon. Week The Week view appears.
Managing schedules and events (Date Book) To view the detail of an event Tap each time bar to view the detail of that event. To spot event conflicts An event conflict (time overlap) appears in the Week view as overlapping time bars and in the Day view as overlapping brackets to the left of the conflicting times.
Managing schedules and events (Date Book) Displaying the Month view The Month view screen shows which days have events scheduled. Dots and lines in the Month view indicate events, repeating events, and untimed events. 1 Press the Date Book button on the front panel. Date Book starts up. 2 Press the Jog Dial navigator repeatedly or tap the view icon. Month The Month view screen appears. 3 Rotate the Jog Dial navigator to select the day that you want to review.
Managing schedules and events (Date Book) Displaying the Agenda view The Agenda view shows you your appointments, untimed events, and To Do List items in a single screen. As well as checking the detailed information of 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. Date Book starts up. 2 Press the Jog Dial navigator repeatedly or tap the view icon. Agenda The Agenda view screen appears.
Managing schedules and events (Date Book) Changing Date and Time view Tap and hold the date in the title bar of Date Book. The current time appears. b When you release the stylus, the menu bar appears. If you want to avoid displaying the menu when releasing the stylus, drag the stylus away from the date indication after the current time appears.
Managing schedules and events (Date Book) Editing Date Book events Changing a date or time for an event 1 2 On the Date Book screen, tap the event you want to edit. 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. • To change the date, tap the Date box and select a new date. The Set Date dialog box appears. Specify the year, month, and day in the calendar. 4 Tap OK.
Managing schedules and events (Date Book) Changing a timed event to an untimed event 1 2 3 On the Date Book screen, tap the event you want to edit. Tap Details. Tap the Time box. The Set Time screen appears. 4 Tap No Time. The Event Details screen appears. 5 Tap OK. The untimed event is displayed in the first line with the untimed ◆ mark.
Managing schedules and events (Date Book) Setting an alarm for an event The Alarm setting enables you to set an audible alarm for events in your Date Book. The default Alarm setting is 5 minutes before the time of the event, but you can change this to any number of minutes, hours, or days. When you set an alarm, an alarm icon appears to the far right of the event with the alarm. Tip You can also set your CLIÉ handheld to flash its LED for an event instead of, or in addition to, an audible alarm.
Managing schedules and events (Date Book) Setting an alarm for an untimed event You can set a silent alarm for an untimed event. In this case, the alarm triggers at the specified period of minutes, hours, or days before midnight (beginning) of the day of the untimed event. No audible alarm sounds for an untimed event. The reminder message appears onscreen instead.
Managing schedules and events (Date Book) Deleting events You can delete existing events in Date Book. Note If you delete the contents of a reoccurring 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 2 3 On the Date Book screen, tap the event you want to delete. Tap Details. Tap Delete. The Delete Event dialog box appears. 4 Tap OK to delete the event.
Managing schedules and events (Date Book) Using the Date Book menus This section describes the menu commands specific to Date Book. For the Edit menu, see “Using the Edit menu” on page 99. Record menus New Event Creates a new event. The Set Time dialog box for selecting the start and end times is displayed. Delete Event Deletes the currently selected event. The Delete Event dialog box appears. Attach Note Attaches notes to the current event. A dialog box for entering comments appears.
Managing schedules and events (Date Book) Preferences • Start/End Time: Defines the start and end times for Date Book screens. If the time slots you select do not fit on one screen, you can tap the scroll arrows to scroll up and down. • Alarm Preset: Automatically sets an alarm for each new event. The silent alarm for untimed events is defined by minutes, days, or hours before midnight of the date of the event. • Alarm Sound: Selects the sound that is played as the alarm.
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 panel. The Address screen is displayed. Note Press the Address Book button repeatedly to cycle through the categories in which you have entries. 2 Tap New. The Address Edit screen appears.
Managing addresses and phone numbers (Address Book) 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 scroll arrow V on the bottom-right corner of the screen. 8 After you finish entering all the necessary information, tap Done.
Managing addresses and phone numbers (Address Book) 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 scroll up or down the entire list. 3 Press the Jog Dial navigator. The Address View screen of the selected entry is displayed.
Managing addresses and phone numbers (Address Book) Viewing addresses by category Press the Jog Dial navigator when the address list is displayed but none of the listed entries are selected. Each time you press the Jog Dial navigator, the display toggles through all the available categories. To select category from the categories list Tap the arrow V at the upper right corner of the screen to display the category list. You can select the desired category from the list.
Managing addresses and phone numbers (Address Book) Sorting the address entries in the list You can sort the address entries in your desired order: listing by last and then first name, or listing by company and then last name. The address entries will be displayed in the selected order when you start Address Book. Any changes in the address order, however, do not affect the original address entries. 1 Press the Address Book button on the front panel.
Managing addresses and phone numbers (Address Book) Looking up an address entry The Look Up feature helps you to quickly scroll to any of your address entries. 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 the first entry that starts with those two letters. For example, writing an “s” scrolls to “Sands,” and writing “sm” scrolls further to “Smith.
Managing addresses and phone numbers (Address Book) Editing Address Book entries Pasting an image to an address entry You can paste an image to the address entry. Paste a photograph of a person or restaurant, for example, as a reminder of an address entry. To paste an image, you must first ready an image on your CLIÉ handheld with the PictureGear™ Pocket application. For details, see “Viewing image files (Picture Gear Pocket)” in the Add-on Application Guide.
Managing addresses and phone numbers (Address Book) 4 Tap the image you want to paste. The image you selected is pasted to the address entry. 5 Tap Done. The Address screen is displayed again. icon is attached to the entry that has the pasted image. A camera A camera icon Note If you use the Palm Desktop for CLIÉ software to change the category of the address entry that has a pasted image, the image will no longer be associated with the address entry after the next HotSync® operation.
Managing addresses and phone numbers (Address Book) 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 5 Edit the entry. When modification is complete, tap Done. The Address screen is displayed again.
Managing addresses and phone numbers (Address Book) Duplicating an address entry You can copy existing address entries you have created. This feature is useful when you use the address of one person or edit part of the address for another person. 1 On the Address Book list screen, tap the entry you want to copy. The Address View screen of the selected record appears. 2 Tap the Menu icon. The Address Book menu is displayed. 3 Tap Duplicate Address from the Record menu.
Managing addresses and phone numbers (Address Book) 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 record 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 Tap OK to delete the entry. The selected entry is deleted. To cancel deletion, tap Cancel.
Managing addresses and phone numbers (Address Book) Changing the address entry details You can change the type of information that appears in the address list screen, categorize an entry, and hide an entry for security reasons. You can also delete entries. 1 On the Address Book list screen, tap the entry you want to change. The Address View appears. 2 Tap Edit. The Address Edit screen appears. 3 Tap Details. The Address Entry Details dialog box appears. 4 Change desired settings.
Managing addresses and phone numbers (Address Book) Using the Address Book menus This section describes the menu commands specific to Address Book. For the Edit menu, see “Using the Edit menu” on page 99. The Record and Options menus differ depending on whether you are displaying the Address List screen or the Address View screen. Record menus Delete Address Deletes the current address entry. The Delete Address dialog box appears.
Managing addresses and phone numbers (Address Book) Options menus Font You can select a desired font in the Select Font dialog box. Preferences Remember last category: Determines how Address Book appears when you return to it from another application. If you select this check box, Address Book shows the last category you selected. If you clear it, Address Book displays the All category. Rename Custom Fields These custom fields appear at the end of the Address Edit screen.
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 the To Do List application button repeatedly to cycle through the categories in which you have items. 2 Tap New. A new To Do item is added to To Do List. b 3 Enter the text of the To Do item.
Managing tasks and things to do (To Do List) Viewing To Do List items You can check the items you recorded in To Do List. 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 selected item are displayed. If the item does not fit on the screen, rotate the Jog Dial navigator to scroll the screen.
Managing tasks and things to do (To Do List) Checking off a To Do List item You can check off a To Do List item to remind you that you’ve completed it. You can set To Do List to record the date that you 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 68. 1 Press the To Do List button on the front panel. The To Do screen appears. 2 Tap to select the check box on the left side of the item.
Managing tasks and things to do (To Do List) Working with To Do List Setting the priority of an item The priority setting for items lets you arrange the tasks in your To Do List according to their importance or urgency. The default setting for To Do List is to arrange items by priority and due date, with priority 1 items at the top. If you have a number of items in your list, changing an item’s priority setting may move its position in the list.
Managing tasks and things to do (To Do List) Setting the due date for an item You can associate a due date with any To Do List item. You can also sort the items that appear in the list based on their due date. 1 On the To Do List screen, tap the text of the item whose due date you want to set. 2 3 Tap Details. Tap the arrow V next to Due Date, and tap a desired due date from the drop-down list. You can select one of the following options: • Today: Assigns the current date.
Managing tasks and things to do (To Do List) Deleting an item You can delete items from To Do List. 1 2 On the To Do List screen, tap the item you want to delete. 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 Cancel.
Managing tasks and things to do (To Do List) Changing the appearance of To Do List The To Do Preferences dialog box enables you to change the appearance of To Do List. 1 On the To Do List screen, tap Show. The To Do Preferences dialog box appears. 2 Change the To Do Preferences settings. You can choose any of the following settings: • Show Completed Items: Displays your completed items in To Do List. If you turn off this setting, your To Do items disappear from the list when you complete (check) them.
Managing tasks and things to do (To Do List) Using the To Do List menus This section describes the menu commands specific to To Do List. For the Edit menu, see “Using the Edit menu” on page 99. Record menus Delete Item Deletes the current To Do item. The Delete To Do dialog box appears. Attach Note Adds comments to the current To Do item. Choosing this menu item opens up a screen for entering comments. Delete Note Deletes comments from the current To Do item.
Creating memos (Memo Pad) You can use Memo Pad to create brief memos on your CLIÉ handheld. You can also display TXT or CSV (Comma Separated Value) document files created on your computer (page 125). A record in Memo Pad is called a “memo.” Creating a new memo A memo can contain up to 4,000 characters. The number of memos you can store is limited only by the memory available on your CLIÉ handheld. 1 Press the Memo Pad button on the front panel. Memo Pad starts up.
Creating memos (Memo Pad) 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 onscreen keyboard or write when using Graffiti® writing. 4 Tap Done or press the BACK button when you finish. The first line of the memo is displayed. Tips • You can also create a new memo by beginning your memo in the Graffiti writing area on the Memo screen. The first letter is automatically capitalized and begins your new memo.
Creating memos (Memo Pad) Reviewing memos The first line of a memo appears in the Memo List. This makes it easy to locate and review your memos. 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 not displayed, rotate the Jog Dial navigator further to scroll up or down the memo list. 3 Press the Jog Dial navigator. The contents of the selected memo are displayed.
Creating memos (Memo Pad) Viewing memos by category Press the Jog Dial navigator when the memo list is displayed but no memo is selected. Each time you press the Jog Dial navigator, the display toggles through all the available categories. Selecting the desired category from the categories list Tap the arrow V at the upper right corner of the screen to display the category list. You can select the desired category from the list. Sorting memos You can change the order in which Memo Pad shows your memos.
Creating memos (Memo Pad) 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 drag it to the desired location. The memo is placed where you released the stylus. The memos are renumbered accordingly.
Creating memos (Memo Pad) 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. The selected record is deleted. To cancel deletion, tap Cancel.
Creating memos (Memo Pad) Categorizing a memo You can categorize your memo. In step 2 of “Deleting a memo,” tap the arrow V next to Category to display the list of available categories and then tap the desired category for the memo. Making a memo private You can hide a memo that you mark as private. If you define a password for your CLIÉ handheld, you must enter it to display private records. 1 On the Memo Pad screen, tap the memo you want to mark as private. 2 Tap Details.
Creating memos (Memo Pad) Using the Memo Pad menus This section describes the menu commands specific to Memo Pad. For the Edit menu, see “Using the Edit menu” on page 99. The Record and Options menus differ depending on the screen displayed. Record menus Beam Category Sends all the memos in the currently selected category to another CLIÉ handheld via the infrared communications port. New Memo Creates a new memo. Delete Memo Deletes the current memo. The Delete Memo dialog box appears.
Using Calculator (Calc) Calculating with Calculator 1 Perform either of the following to start the Calculator: • Tap the Calculator icon. • Rotate the Jog Dial™ navigator to select Calc and press the Jog Dial navigator. icon on the Application Launcher screen. • Tap the Calc The Calculator screen appears. 2 Perform calculations using Calculator. To use Calculator, tap the numbers and symbol icons on the screen with the stylus.
Using Calculator (Calc) Using the Calculator buttons Calculator has several buttons to help you perform calculations. CE Clears the last number you entered. Use this button if you make a mistake while entering a number in the middle of a calculation. This button enables you to reenter the number without starting the calculation over. C Clears the entire calculation and enables you to begin a new calculation. +/– Toggles the current number between a negative and positive value.
Performing common tasks This section describes how to perform tasks that you can do in most or all of the basic applications. Using the Application Launcher This section describes how to switch between applications, how to change application settings so they are customized to your work methods, and how to categorize applications so you view them in related groups. 1 To open the Application Launcher screen, tap the Home icon.
Performing common tasks Categorizing applications The category feature enables you to manage the number of application icons that appear in the Application Launcher screen. You can assign an application to a category and then display a single category or all your applications. To categorize an application 1 2 3 Tap the Home icon. Tap the Menu icon. Tap Category from the App menu. The Category screen appears. 4 Tap the arrow V next to each application to select a category from the drop-down list.
Performing common tasks Note If you have a Memory Stick® media inserted in your CLIÉ handheld, a Card icon appears at the bottom of the drop-down categories list. For details on how to use the Memory Stick media, see page 136. Changing the Application Launcher display By default, the Application Launcher displays each application as an icon. Alternatively, you can display applications in a list format, or in a smaller icon/list.
Performing common tasks To open the Application Launcher screen to the last-opened category or the last-used application 1 2 3 4 5 Tap the Home icon. Tap the Menu icon. The menu is displayed. Tap Options, and tap Preferences. The Preferences screen is displayed. Tap the Remember Last Category check box to select it or the Remember Last Used App to select it. Tap OK. Note Only applications opened from the Application Launcher screen are recognized as the last opened applications.
Performing common tasks Categorizing records You can categorize records in Address Book, To Do List, and Memo Pad applications for easy retrieval. (Date Book does not have categories.) When you create a record, it is automatically assigned to the currently displayed category. For example, if the All category is displayed, the record is assigned to the Unfiled category. A record can remain unfiled or it can be assigned to a category at any time.
Performing common tasks Moving a record into a category 1 2 Tap the record that you want to categorize. Address Book only: Tap Edit. The Address Edit screen appears. 3 4 Tap Details. 5 6 Tap the desired category for the item. Tap the arrow V next to Category to display the list of available categories. Tap OK. Displaying the category of records 1 Tap the arrow V at the upper right corner of the screen. A list of available categories appears. 2 Tap the category you want to view.
Performing common tasks 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 tap OK. You can assign any of your entries to the new category.
Performing common tasks Finding records Your CLIÉ handheld lets you find information by entering text in the Find option dialog box or searching for a phone number using the Phone Lookup option. These two options are available for all the basic CLIÉ applications. Each application offers ways to find information: • Date Book, To Do List, Memo Pad: Phone Lookup displays the Address List screen and lets you add the information that appears in this list to a record.
Performing common tasks 3 Tap OK. Find searches for the text in records and notes and 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 The Find option is not case sensitive; searching for “sony” also finds “Sony.
Performing common tasks Using the Phone Lookup option The Phone Lookup option lets you find a telephone number from the Address list screen and lets you add the information that appears in this list to a record. For example, you can add a telephone number from the Address list to an entry in Memo Pad. 1 Display the record in which you want to insert a phone number. The record can be in Date Book, To Do List, or Memo Pad. 2 Tap the Menu icon. The menu of the application appears.
Performing common tasks 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 selected text is replaced with the found name and phone number. If multiple records are found, the Phone Number Lookup screen appears.
Performing common tasks Protecting your data (Security) Your CLIÉ handheld includes a Security application that allows you to protect your data from unauthorized users. In Security, you can do the following: • Lock and turn off your CLIÉ handheld so that it does not operate until you enter the correct password. • Set the CLIÉ handheld to automatically lock at/after a preset time, or whenever you turn it off. • Mask all records that you mark as private so the information appears greyed out.
Performing common tasks 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 tap OK. Your password is assigned. In Password, “-Assigned-” is displayed. To lock your CLIÉ handheld with this password, see page 94. Changing or deleting a password 1 Rotate the Jog Dial navigator to select Security and press the Jog Dial navigator.
Performing common tasks 4 • To change the password, enter a new password and tap OK. • To delete the password, tap Unassign. If you forget your password If you forget your password, you can delete it. Note, however, that deleting a forgotten password also deletes all entries and records marked as Private. (If you synchronize with your computer before deleting a forgotten password, you can restore your private records at the next HotSync® operation.) 1 Tap Lost Password in step 3.
Performing common tasks Locking your CLIÉ handheld with a password You can lock your CLIÉ handheld so that you have to enter your password to operate it. Note If you lock your CLIÉ handheld, you must enter the exact password to restart your CLIÉ handheld. If you forget the password, you must perform a hard reset to resume using your CLIÉ handheld. Performing a hard reset deletes all the records in your CLIÉ handheld; however, you can restore all synchronized data at the next HotSync® operation.
Performing common tasks 5 Tap Off & Lock. Your CLIÉ handheld is turned off and locked. To start your CLIÉ handheld, turn it on and enter the password. Setting your CLIÉ handheld to lock automatically You can set your CLIÉ handheld to lock whenever you turn it off. 1 Back up your data and assign a password. Follow the steps described in “Assigning a password” on page 91. 2 Tap Never. The Password screen appears. 3 Enter your password, and tap OK. The Lock Handheld screen appears.
Performing common tasks Making records private In all basic applications, you can make individual records private. Private records remain visible and accessible, until you select the Security setting to hide all private records. To mask or hide private records You can mask or hide your private records. To view the masked or hidden records, you need to enter the password. 1 2 Rotate the Jog Dial navigator to select Security or tap the icon on the Application Launcher screen.
Performing common tasks Attaching notes In all basic applications except Memo Pad, you can attach a note to a record. A note can be up to several thousand characters long. For example, for an appointment in Date Book, you can attach a note with directions to a location. 1 2 Tap the record to which you want to add a note. Address Book only: Tap Edit. The Address Edit screen appears. 3 4 5 Tap Details. 6 Tap Done. Tap Note. Enter your note.
Performing common tasks Purging records If outdated records of Date Book or To Do List take up memory on your CLIÉ handheld, it’s a good idea to remove them by using Purge. If you think Date Book or To Do List records might prove useful later, you can save them in an archive file on your computer. Purging is not available in Address Book or Memo Pad, so delete outdated records from these applications. 1 2 3 Open the application. Tap the Menu icon. Tap Purge from the Record menu.
Performing common tasks Using the Edit menu The Edit menu is available with any screen where you enter or edit text. In general, commands available in the Edit menu apply to the text that you select in an application. Selecting text in an application 1 Tap the beginning of the text that you want to select. 2 Drag the stylus over the text to highlight it. Notes • You can also double tap to select a word, or triple tap to select a line of text.
Performing common tasks Choosing fonts In all basic applications, you can change the font style to make the text easier to read. You can choose a different font style for each application. 1 2 Open an application. Tap the Menu icon. The menu is displayed. 3 4 Tap Options, and tap Font. Tap the font style you want to use. You can select small, bold, or large font. 5 Tap OK. The text in the application is displayed in the selected font style.
Chapter 3 Exchanging and updating data using a HotSync® operation This chapter describes how to select HotSync® operation options and how to perform a HotSync operation via USB cable, infrared communications port, or network. Other advanced HotSync operations include how to use file link functions and how to import data from Windows applications. Contents What is a HotSync® operation? .............................................. 102 Performing a local HotSync® operation with the USB cable ...
What is a HotSync® operation? A HotSync® operation is a one-step operation that allows you to synchronize data between your CLIÉ handheld and your computer. With just one press on the HotSync button, you can synchronize your CLIÉ handheld application data with the Palm™ Desktop for CLIÉ software data on your computer, back up the data of your CLIÉ handheld on your computer, or install add-on applications.
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 performed all the necessary preparations and installations for your CLIÉ handheld and your computer. For the required preparations and software installation, and for information on performing a HotSync for the first HotSync operation, see the Read This First manual. 1 Connect the CLIÉ handheld to the USB cable.
Performing a local HotSync® operation with the USB cable If a message stating that the selected COM port is not available is displayed Follow the procedures below. If the same message appears again, uninstall the Palm Desktop for CLIÉ software and re-install it. 1 Click the HotSync icon in the Windows® task tray (bottom-right corner of the taskbar). A shortcut menu is displayed. 2 Make sure that Local USB is selected. If it is not selected, click Local USB to select it.
Using the Palm™ Desktop for CLIÉ software The Palm™ Desktop for CLIÉ software duplicates Date Book, Address Book, To Do List, and Memo Pad applications on your CLIÉ handheld, so you can view, enter, and modify data stored on your CLIÉ handheld with your computer. You can also import data from Windows software onto your CLIÉ handheld.
Using the Palm™ Desktop for CLIÉ software Locating the Palm Desktop for CLIÉ components 1 List pane Displays the records in the current Desktop application. 2 Application Launch bar Provides one-click access to each Desktop application. Click an icon to open its associated application. 3 Install Tool icon Displays the Install Tool dialog box to select the application you want to install on your CLIÉ handheld the next time you perform 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 select Setup from the shortcut menu. The Setup dialog box appears. 2 Click the General tab to select one of the following options.
Advanced HotSync® operations 3 Click the Modem tab to display the modem settings and adjust the options as needed. See “Conducting a HotSync® operation via modem” on page 114 for more information. 4 If you are attached to a network, click the Network tab to display the network settings and adjust the options as needed. See “Conducting a HotSync® operation via a network” on page 120 for more information. 5 Click OK.
Advanced HotSync® operations Customizing HotSync application settings (Conduit) What is a “Conduit”? For each application, you can define a set of options that determine how records are handled during synchronization. These options are called a “conduit.” By default, a HotSync® operation synchronizes all files between your CLIÉ handheld and the Palm Desktop for CLIÉ software. In general, you should leave the settings as they are to synchronize all files.
Advanced HotSync® operations 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 7 Click OK. 8 Click Done. Repeat steps 2 through 6 to change conduit settings for other applications (or users). Notes • Any change in the HotSync setting from the default affects only the next HotSync operation. Thereafter, the HotSync Actions revert to their default settings.
Advanced HotSync® operations Conducting an IR HotSync operation You can use the IR (infrared) port of your CLIÉ handheld to perform an IR HotSync® operation with a computer equipped with an IrDA (Infrared Data Association) IR port. An IR HotSync operation allows you to perform a HotSync operation without using the USB cable. Before you start performing an IR HotSync operation Check the following: • Your computer is equipped with an infrared port supporting the IrDA standards.
