Page 1 Personal Entertainment Personal Entertainment Organizer Organizer Online Manual PEG-S300/E...
Page 2 All other trademarks are trademarks of their respective owners. Notes • Sony does not support third-party add-on applications. If you are having a problem with a third- party application, please contact the developer or publisher of that software. • The illustrations in this manual may differ from the actual software.
Page 3: Table Of Contents
Connecting the CLIE Handheld to Your Computer What you can do with the CLIE handheld in combination with your computer ... 24 Installing the Palm Desktop for Sony software ... 25 Customer registration ... 28 Basic Operations Defining the initial settings ... 30...
Page 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 Editing address records ...
Page 5: Advanced Operations
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 ...
Page 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 ... 207 Choosing fonts ... 209 Customizing Your CLIE Handheld (Preferences) What you can do with...
Page 7: Your Clie Handheld And Its
Your CLIE handheld and its accessories Personal Entertainment Organizer (1) Cradle (1) AC Adapter (1) A dedicated plug is attached to each model for the United Kingdom or Continental Europe. Stylus (1) 8 MB Memory Stick (1) Protective Carrying Case (1)
Page 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.
Page 9: Using The Online Manuals
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 the software.
Page 10: Features
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 such as personal computers.
Page 11 The Calculator lets you perform general mathematical functions (see “Using the Calculator (Calculator)” on page 134). Beaming information (beaming between Palm OS PDA) Your CLIE handheld is equipped with an IrDA (infrared) port that you can use to beam information to another Palm OS handheld that is close by and also has an IrDA port.
Page 12: Designation And Function Of Each
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.
Page 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.
Page 14: Using The Protective Carrying Case
Using the protective carrying case Put the supplied protective carrying case on the CLIE handheld as illustrated here. 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.
Page 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”...
Page 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.
Page 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.
Page 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.
Page 19: Using The Stylus
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.
Page 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 screen.
Page 21: Using The Jog Dial Navigator
Using the Jog Dial navigator The CLIE handheld has a Jog Dial 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 indicated with the...
Page 22: Before Use
Charging directly from the power supply ... 23 Connecting the CLIE Handheld to Your Computer What you can do with the CLIE handheld in combination with your computer ... 24 Installing the Palm Desktop for Sony software ... 25 Customer registration ... 28...
Page 23: Charging With The Cradle
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.
Page 24: 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 your computer.
Page 25: Installing The Palm Desktop For Sony Software
Installing the Palm Desktop for Sony software Notes • Before installing the Palm Desktop for Sony software, do not connect the cradle to a USB connector on the computer. The installation of the software might not be performed correctly.
Page 26 Insert the Installation CD-ROM into the CD-ROM drive of the computer. The installer menu appears. Click “Install Palm Desktop for Sony.” The Palm Desktop for Sony software installation begins. Follow the instructions shown on the screen. Fill in the customer registration following the instructions shown on the screen.
Page 27 CLIE handheld and your computer (HotSync). Note Do not simply copy the Palm Desktop for Sony software files to your computer’s hard disk. You must use the installer to place the files in their proper locations and to...
Page 28: Customer Registration
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. Click the “CLIE handheld Registration” icon on the Windows desktop. The “CLIE handheld Registration” screen appears.
Page 29: Basic Operations
Basic Operations Defining the initial settings ... 30 Entering Data Using Graffiti writing to enter data ... 34 Using the on-screen keyboard ... 42 Using your computer keyboard ... 43 Importing data ... 43 Managing applications ... 45...
Page 30: Defining The Initial Settings
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. Press the CLIE handheld power button. Your CLIE handheld is turned on, and the “Welcome” screen appears. After a while, the “Setup”...
Page 31 Tap anywhere on the screen. 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.
Page 32 Tap the box which displays minutes, then set the minute display to the current time. Tap “OK.” The current time is set correctly, and the display returns to the time/ date setup screen. Tap the area surrounded by the “Set Date” box. The “Set Date”...
Page 33 Tap “Done.” The initial settings are complete, and the Applications Launcher appears. Your CLIE handheld is now ready for use.
Page 34: Entering Data
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 Graffiti writing includes any character you can type on a standard keyboard.
Page 35: To Write Graffiti Letters
To write Graffiti letters 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. Use the tables on the following pages to find the stroke shape for the letter you want to create.
Page 36: The Graffiti Alphabet
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 right to left) in the Graffiti writing area.
Page 37: Writing Capital Letters
Space Carriage Return 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.
Page 38: Writing Numbers
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. Number Strokes Writing punctuation marks Graffiti writing can create any punctuation symbol that you can enter from a standard keyboard.
Page 39: Additional Graffiti Punctuation
Symbol Stroke Period Comma Apostrophe ‘ Question Exclamation 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: Symbol Shift When the Symbol Shift is active, a slanted shift symbol appears in the lower-right corner of the screen.
Page 40: Writing Accented Characters
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 required to draw an accented “e.”...
Page 41: Using Graffiti Shortcuts
Command 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 commonly used words or phrases quick and easy. ShortCuts are similar to the Glossary or Autotext features of some word processors.
Page 42: Using The On-Screen Keyboard
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: Open any application (such as Memo Pad). Tap any record, or tap “New.”...
Page 43: Using Your Computer Keyboard
CLIE handheld. All the main applications on your CLIE handheld are also available on the Palm Desktop for Sony software and in most PIMs, so you do not need to learn different applications.
Page 44 Click “OK.” The imported data is highlighted in the application. To add the imported data to your CLIE handheld, perform a HotSync operation. See the Palm Desktop for Sony online Help for more information on importing and exporting data.
Page 45: Managing Applications
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.
Page 46: Categorizing Applications
• Tap the Home icon application. Push the Jog Dial to launch the selected application. • Press an application button display the selected application immediately. To switch between applications Tap the Applications icon or press an application button on the front panel of the CLIE handheld.
Page 47: Changing The Applications Launcher Display
To display applications by category Tap the Home icon Do one of the following: • Tap the Home icon categories. • Tap the drop-down list in the upper-right corner of the screen; then tap the category you want to display. •...
Page 48 To display the last-selected category of applications Tap the Home icon Tap the Menu icon Tap “Options,” then tap “Preferences.” In the “Preferences” dialog box, tap the “Remember Last Category” check box. Tap “OK.” Each time you return to the Applications Launcher, the last category of applications you selected, is displayed.
Page 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 ... 59 Editing the events created in the Date Book ... 64 Date Book menu commands ...
Page 50 Using the Memo Pad What you can do with the Memo Pad ... 107 Creating memos ... 108 Reviewing memos ... 110 Sorting memos ... 111 Editing memos ... 113 Memo Pad menu commands ... 116 Managing Expenses (Expense) What you can do with the Expense ... 119 Recording expenses ...
Page 51: What You Can Do With The Date Book
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.
Page 52: Scheduling Events
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.
Page 53 Enter a description of the event. You can enter up to 255 characters in length. 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”...
Page 54 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. 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 writing area.
Page 55: To Schedule An Untimed Event
Perform the step of “To schedule a timed event for the current date” on page 52. 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 Select the date for the event as described in “To schedule a timed event for another date”...
Page 56 Tap a blank area on the screen to deselect the untimed event. 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.
Page 57 Tap “Repeat.” The “Change Repeat” dialog box appears. Tap either “Day,” “Week,” “Month,” or “Year” to set how often the event repeats. For a continuous event, tap “Day.” Enter a number that corresponds to how often you want the event to repeat on every line. For example, if you select “Month”...
Page 58 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.
Page 59: Changing The Date Book View
Changing the Date Book view The events you create in the Date Book can be easily displayed and checked. Press the Date Book button The “Date Book” starts and displays the events of the day. Rotate the Jog Dial to view the events for the previous or following day.
Page 60: Working In Week View
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.
Page 61: Spotting Event Conflicts
• 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.
Page 62: Working In Agenda View
Rotate the Jog Dial to select the day you want to review. Rotating the Jog Dial allows you to select the next day. Press the Jog Dial. The contents of the selected day appear. z Tips for using the Month view •...
Page 63: Changing Date And Time View
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.
Page 64: Editing The Events Created In The Date Book
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 Press the Date Book button The “Date Book” starts up. Tap the event you want to edit. Tap “Details.”...
Page 65: Changing A Date For An Event
Tap “Time.” The “Set Time” dialog box appears. Tap the time columns in the “Set Time” dialog box to set the “Start Time.” Tap the time columns to set the “End Time.” Tap “OK.” Tap “OK” in the “Event Details” dialog box. Changing a date for an event Press the Date Book button The “Date Book”...
Page 66: Setting An Alarm
Tap “Date.” The “Set Date” dialog box appears. Specify the due date using one of the following ways: Specify the year, month, and day in the calendar. Exit this area by either selecting “Today,” or by tapping a day of a month. Tap “OK”...
Page 67 Tap the “Alarm” check box to select it. The alarm is set. to change the time unit; select “Minutes,” “Hours,” or “Days.” Tap at “5” next to the “Alarm” check box and enter any number from 0 to 99 (inclusive) as the number of time units. Tap “OK.”...
Page 68 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. Press the Date Book button The “Date Book”...
Page 69: Deleting Events
The “Delete Event” dialog box appears. Tap “OK.” Tap “Cancel” to cancel. If you check “Save archive copy on PC,” the deleted data from your CLIE handheld is saved to the Palm Desktop for Sony software during the next HotSync operation. on the front panel.
Page 70: Date Book Menu Commands
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.
Page 71: Options Menu
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”...
Page 72 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. •...
Page 73: Managing Addresses And Phone Numbers (Address Book)
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: •...
Page 74: 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 from a computer to your CLIE handheld.
Page 75 Now enter all the other required information in the same way. to go to the next page where you can fill in the rest of the information. After entering all necessary information, tap “Done.” The “Address” screen is restored.
Page 76: Pasting Images To Address Information
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 media”...
Page 77 Tap “No Image” in the upper-right corner. The “PG Pocket” screen appears. Tap the image you want to paste. The image you selected is pasted to the address information. Tap No Image. continued...
Page 78 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, the image will not be linked to the record when performing a...
Page 79: Viewing Address Records
Viewing address records Press the Address Book button The “Address” screen appears and shows a list of addresses that are currently stored. 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 so you can scan through the whole list.
Page 80 Viewing addresses by category Press the Jog Dial when the list of addresses is shown but none of the addresses are selected. Each press of the Jog Dial takes you through the address categories. You can also select the category of information to be displayed from the category list. in the upper-right corner of the screen and select the category you want.
Page 81 The menus of the Address Book appear. Tap “Options,” and then tap “Preferences.” The “Address Book Preferences” dialog box appears. 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”...
Page 82: Searching Address Records
Searching address records You can search through your Address Book quickly. Press the Address Book button The “Address” screen appears and shows a list of addresses that have currently been stored. Enter the first character of the record you want to search for. The list scrolls to the first entry that begins with that letter.
Page 83: Editing Address Records
Editing address records You can modify records or add the ones you created. Modifying address records Press the Address Book button The “Address” screen appears and shows a list of addresses that have currently been stored. Tap the record you want to modify. The “Address View”...
Page 84: Duplicating An Address Record
Tap the field that you want to edit. You can now edit the information you tapped in. 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 or more persons working for the same company.
Page 85 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.
Page 86 Deleting address records You can delete records you entered. Press the Address Book button The “Address” screen appears and shows a list of addresses that have currently been stored. Tap the record you want to delete. The “Address View” appears. Tap “Edit.”...
Page 87 The “Delete Address” dialog box appears. 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 Sony software during the next HotSync operation.
Page 88 Specifying the category of an address record You can categorize the records you entered. This feature is useful for viewing records by category. Press the Address Book button The “Address” screen appears and shows a list of addresses that have currently been stored.
Page 89: Changing The Address Book Preferences
Tap “Unfiled” in the upper-right corner of the screen. A list of categories appears. 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 Book.
Page 90 Tap “Details.” The “Address Entry Details” dialog box appears. You can now change the settings. You have 3 options: Show in List: This option selects the type of records to be shown. and select “Work,” “Home,” “Fax,” “Other” or “E-mail.” Category: This option specifies the category of the record.
Page 91: Address Book Menu Commands
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 applications.
Page 92 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.
Page 93 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 this option, the Address Book shows the last category you selected.
Page 94: Managing Tasks And Things To Do (To Do List)
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: •...
Page 95: Creating To Do List Items
Creating To Do List items A To Do List item is a reminder of some tasks you have to complete. Press the To Do List button The “To Do” screen appears. Tap “New.” A new “To Do” item is added to the To Do List. Enter the text of the To Do item.
Page 96: Viewing To Do List Items
Viewing To Do List items The items you recorded in the To Do List can be displayed so you can check them easily. Press the To Do List button The “To Do” screen appears. Rotate the Jog Dial to select the screen you want to view. Press the Jog Dial.
Page 97: Setting To Do List Priorities
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.
Page 98: Marking A To Do List Item As Complete
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. Press the To Do List button The “To Do” screen appears. Tap the check box on the left side of the item and select the check box.
Page 99: Changing Priorities And Due Dates
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. Press the To Do List button The “To Do”...
Page 100: Changing The Due Date Of A To Do Item
Changing the due date of a To Do item You can assign a date to the task in the To Do List. Press the To Do List button The “To Do” screen appears. Tap the content of the To Do item for which you want to change the due date.
Page 101 • Choose Date: Allows you to select a desired date. The “Due Date” screen appears. You can select a desired date from the calendar. Tap “OK.” 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.
Page 102: List
“Cancel” instead of “OK.” If you select the check box “Save archive copy on PC,” the deleted data from your CLIE handheld is saved to the Palm Desktop for Sony software during the next HotSync operation. on the front panel.
Page 103: Viewing Completed And Due Items In The To Do List
Viewing completed and due items in the To Do List You can sort To Do List items by priority, due date, or category. Press the To Do List button The “To Do” screen appears. Tap “Show.” The “To Do Preferences” dialog box appears. You can now change the view.
Page 104 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.
Page 105: The To Do List Menu Commands
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 applications.
Page 106 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.
Page 107: Using The Memo Pad
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: •...
Page 108: Creating Memos
Creating memos A memo can contain up to 4,000 characters. The number of memos you can store is limited. Press the Memo Pad button The “Memo” pad starts up. Tap “New.” A new memo is created. on the front panel. continued...
Page 109 Enter the memo text. Use the Enter key to start a new line (if you are using a onscreen keyboard). Tap “Done” when you have finished. You can also create a new memo by beginning your memo in the Graffiti writing area in the “Memo”...
Page 110: Reviewing Memos
Reviewing memos The Memo List displays the first line of a memo. This makes it easy to locate and review your memos. Press the Memo Pad button The “Memo” pad starts and shows a list of memos. Rotate the Jog Dial to select the memo you want to view. If the desired memo is not found on the screen, rotate the Jog Dial to take you through the memos.
Page 111: Sorting Memos
Sorting memos You can change the order in which the memos are displayed. Press the Memo Pad button The “Memo” pad starts and shows a list of memos. Tap the Menu icon A menu of commands appears. Tap “Preferences” from the “Options” menu. The “Memo Preferences”...
Page 112: Setting The Display Order
Note The Memo Pad’s display order setting is not reflected in the Palm Desktop for Sony software. Consequently, there may be discrepancies between the order in which memos are displayed between your CLIE handheld and the Palm Desktop for Sony software.
Page 113: Editing Memos
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 password when viewing the private data.
Page 114 Tap “Details.” The “Memo Details” dialog box appears. Tap and select the “Private” check box. Tap “OK.”...
Page 115 Deleting existing memos You can delete memos that are no longer necessary. Press the Memo Pad button The “Memo” pad starts and shows a list of memos. Tap the memo you want to delete. The content of the memo you tapped appears. Tap “Details.”...
Page 116: Memo Pad Menu Commands
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 applications.
Page 117 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 operation with a computer is executed.
Page 118 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”...
Page 119: Managing Expenses (Expense)
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 associated with any money that you spend.
Page 120: Recording Expenses
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. Tap the Home icon The “Applications Launcher” appears. Rotate the Jog Dial to select “Expense,” then press the Jog Dial.
Page 121 Tap “New.” Enter the amount you have paid. 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. You can also create a new Expense item in the “Expense”...
Page 122: Sorting Expense Items
Sorting Expense items You can change the view of the Expense. Tap the Home icon The “Applications Launcher” appears. Rotate the Jog Dial to select “Expense,” then press the Jog Dial. The “Expense” screen appears. Tap “Show.” The “Show Options” dialog box appears. Select the display mode option you want.
Page 123: Changing The Date Of An Expense Item
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.
Page 124 Tap the date area of the selected expense item. The “Date” screen appears. Tap the date you want.
Page 125: Adding Detailed Information To An Expense Item
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. Tap the Home icon The “Applications Launcher” appears. Rotate the Jog Dial to select “Expense,” then press the Jog Dial.
Page 126 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 Categories”...
Page 127: 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.
Page 128 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.
Page 129: Changing The Currency And Symbols Display
Changing the currency and symbols display You can change the types and symbols of currencies to be used in the Expense. Changing the currency Tap the Home icon The “Applications Launcher” appears. Rotate the Jog Dial to select “Expense,” then press the Jog Dial.
Page 130 Tap the “Currency” drop-down list and tap “Edit currencies.” The “Select Currencies” dialog box appears. Tap the drop-down list and select the name of the country of your choice. Tap “OK.”...
Page 131: Creating A New Currency Symbol
Creating a new currency symbol You can create your own custom currency symbol and add it to the drop- down list. Tap the Home icon The “Applications Launcher” appears. Rotate the Jog Dial to select “Expense,” then press the Jog Dial.
Page 132 Tap one of four country name text boxes. The “Currency Properties” dialog box appears. Enter the name of the country and a currency symbol, then tap “OK.” To use a newly defined currency symbol as a standard currency symbol, it is necessary to select the target currency symbol in advance in the “Preferences.”...
Page 133: Expense Menu Commands
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”...
Page 134: Using The Calculator (Calculator)
Using the Calculator (Calculator) Calculating with the Calculator The Calculator lets you perform general mathematical functions, such as addition, subtraction, multiplication, and division. Tap the Calculator icon The “Calculator” screen appears. Perform calculations. To use the Calculator, tap the numbers and symbol icons on the screen with the stylus.
Page 135 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. Places the current number in the memory.
Page 136: Calculator Menu Commands
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.
Page 137 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 ... 146 Deleting data on the Memory Stick media ...
Page 138: Using Memory Stick Media
Insert the Memory Stick media in the right direction. If the Memory Stick media is forced in the wrong way, it may be damaged. media, between your computer and a CLIE ® ® ® , or a Sony VAIO notebook with software such Explorer, the...
Page 139 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, then just pull the Memory Stick media out.
Page 140 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 media.
Page 141 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 as follows: Tap the Home icon The “Application Launcher”...
Page 142: Starting Memory Stick Gate
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 \PALM\PROGRAMS\MSFILES), using MS Gate application. Note Some applications access the data contained in directories other than the above. Tap the Home icon The “Application Launcher”...
Page 143 MS Gate starts up and data lists appear on the CLIE handheld screen. Displays the files which belong to the same creator (ID) as one grouped item. 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.
Page 144: Copying Data From The Clie Handheld To A Memory Stick Media
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 duplicating data consumes battery power.
Page 145: Media
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.
Page 146: Copying Data From A Memory Stick Media To The Clie Handheld
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.” Insert the Memory Stick media into the CLIE handheld. Tap the Home icon The “Application Launcher”...
Page 147 Select the data you want to copy to the CLIE handheld by tapping. Make sure your CLIE handheld has enough space before copying. 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, tap “Move.”...
Page 148: Deleting Data On The Memory Stick Media
Deleting data on the Memory Stick media You can delete unnecessary data saved on the Memory Stick media by using “MS Gate.” Insert the Memory Stick media into the CLIE handheld. Tap the Home icon Rotate the Jog Dial to select “MS Gate,” then press the Jog Dial.
Page 149: Setting Up Directories To Read/Write From/On The Memory Stick Media
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.
Page 150 Tap the Menu icon menu. Tap “Options,” then tap “Preferences.” The “Preferences” dialog box appears. in the upper-right corner of the screen. The directories that can be set up on the Memory Stick media appear. Tap the directory you want to read/write. The default directory is “MSFiles.”...
Page 151 Confirming the current settings Insert the Memory Stick media into the CLIE handheld. Tap the Home icon 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.
Page 152: Ms Gate Menu Commands
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 selected data.
Page 153: Launching An Application Automatically From The Memory Stick
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: Insert the Memory Stick media into the Memory Stick slot. Start MS Autorun. The list of applications in the Memory Stick media appears.
Page 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.
Page 155 From the displayed list, tap a database file. You can select more than one file by tapping on each file you want. Tap “Set.” The setting is stored on the Memory Stick media, and the dialog box for confirmation appears. Tap “OK.”...
Page 156: Performing An Autorun
PictureGear Pocket is running, you may not be able to delete the data that was installed by the MS Autorun application. In this case, go to the “Tools” menu in MS Autorun and tap “Recover.” Sony recommends that you move to the “Application Launcher” display before removing the Memory Stick media.
Page 157: Changing The Autorun Settings
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.
Page 158: Canceling The Autorun Function Temporarily
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. Start the “MS Autorun” from the “Applications Launcher” display.
Page 159: Deleting The Autorun Settings
Deleting the autorun settings When you delete the autorun setting, you cancel the autorun function on the Memory Stick media. Start “MS Autorun” from the Applications Launcher display. Insert the Memory Stick media into the Memory Stick slot. Tap the Menu icon Tap “Tools.”...
Page 160: History Log
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.
Page 161: Ms Autorun Menu Commands
MS Autorun menu commands Options menu The “Options” menu is displayed by tapping the Menu icon MS Autorun is running. 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.”...
Page 162 Advanced Operations Exchanging and Updating Data Using HotSync Operations Performing a HotSync operation ... 164 Performing an infrared HotSync operation ... 166 Changing the HotSync settings ... 171 Customizing HotSync application settings ... 172 Creating a user profile ... 174 Synchronizing with external data created on the computer (File Link) ...
Page 163: Operations
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.
Page 164: Performing A Hotsync Operation
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 synchronize.
Page 165 “Start” and select “Programs” - “Palm Desktop for Sony software” and press the button again. • Make sure that the user name of the Palm Desktop for Sony software is correct. on the front panel of the...
Page 166: Performing An Infrared Hotsync Operation
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 your computer for infrared communication Before you perform an infrared HotSync operation using the infrared communication port, the computer with which you want to synchronize...
Page 167 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. Make a note of which port is listed as “providing application support.”...
Page 168 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. Click the “HotSync Manager” icon taskbar. Make sure that “Local” is checked on the menu. Choose “Setup.”...
Page 169 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. In the “Applications Launcher” display, tap the HotSync icon Tap “Local.” Tap the pick list below the “HotSync” icon and select “IR to a PC/Handheld.”...
Page 170: Returning To Cradle Hotsync Operations
Returning to cradle HotSync operations It is easy to return to using the cradle for HotSync operations. Click the “HotSync Manager” icon taskbar. Chose “Setup,” and then click “Local.” Select the COM port where your cradle is connected. Click “OK.” Now, the next time you want to perform a HotSync operation, just press the HotSync button on the cradle, as you always did in the past.
Page 171: Changing The Hotsync Settings
• Always available: Places the HotSync Manager in the “Startup” folder, and allows HotSync to start monitoring the USB connector immediately upon Windows HotSync even when the Palm Desktop for Sony software is not running. • Available only when the Palm Desktop is running: Starts the HotSync Manager when the Palm Desktop for Sony software starts •...
Page 172: Customizing Hotsync Application Settings
In general, you should leave the settings to synchronize all files. The only reason you might want to change these settings, is to overwrite data on either your CLIE handheld or the Palm Desktop for Sony software, or to avoid synchronizing a particular type of file because you do not use it.
Page 173 Click “Change.” The “Change HotSync Action” dialog box appears. Select the direction for writing data, or click “Do Nothing.” Repeat steps 2 to 5 to modify conduit settings for other applications (or users). Click “OK.” Click “Done.” The conduit settings you have changed, are implemented. Notes •...
Page 174: Creating A User Profile
• For the procedure to send a profile after setting user names, see “Synchronizing with external data created on the computer (File Link)” on page 176. Creating a profile Start the Palm Desktop for Sony software. Select “Users” from the “Tools” menu. The “Users” dialog box appears.
Page 175: Transferring A Created Profile
The selected profile will be sent to the CLIE handheld. Next time you perform a HotSync operation, the Palm Desktop for Sony software shows a dialog box where you can specify a user name for this CLIE handheld. on the cradle.
Page 176: Synchronizing With External Data Created On The Computer
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 Sony software and your CLIE handheld. You can set the “File Link” feature to check for changes to the external file when you perform a HotSync operation.
Page 177: Installing Applications
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 files all together.
Page 178 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 Support information: 1-970-522-4610 No charge assistance for software installation and initial configuration 6 a.m. – 5 p.m. Pacific Standard Time, Monday – Friday...
Page 179: Installing Applications From A Memory Stick Media
The supplied Installation CD-ROM also contains applications and data contained on your Memory Stick media. You can install them from the Palm Desktop for Sony software by performing a HotSync operation. For more information about installation, refer to “Installing applications from a...
Page 180: Computer
(example : C :\Program Files\CLIE Handheld\Add-on). If you want to copy to a different folder, you need to specify the folder in step 5. Double-click the Palm Desktop for Sony icon on the ® Windows desktop. The Palm Desktop for Sony software starts.
Page 181 From a list of “User,” select a user name to use. Click “Add.” The “Open File” dialog box appears. 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.
Page 182: Deleting An Add-On Application
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 your CLIE handheld, such as the Address Book or the Memo Pad.
Page 183: Installing Software On A Computer
Installing software on a computer You can install software on your computer, contained in the supplied installation CD-ROM. Installing PictureGear 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 pictures on the CLIE handheld by using an application such as PictureGear Pocket or gMedia.
Page 184: Installing Truesync
Installing TrueSync Insert the Installation CD-ROM into the CD-ROM drive. The installer window appears. Click “Install TrueSync.” Read the Software License Agreement shown on the screen, then click “Next.” Follow the instructions on the screen to finish the installation. ® Installing AvantGo Insert the Installation CD-ROM into the CD-ROM drive.
Page 185: Setting Up Your Clie Handheld
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 ... 207 Choosing fonts ... 209 Customizing Your CLIE Handheld (Preferences) What you can do with Preferences ...
Page 186: Finding Records
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 “Address List”...
Page 187 Tap “Find More” to restart “Find.” Note The “Find” option is not case sensitive; searching for “sony” also finds “Sony.” Select text in an application before tapping the “Find” icon to automatically place the text in the “Find” dialog box.
Page 188: Using The Phone Lookup Option
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”...
Page 189 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. Tap “Add.” The “Phone Number Lookup” screen closes and the name and phone number are added to the record displayed in step 1.
Page 190: Entering The Owner Information
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 CLIE handheld.
Page 191 From the drop-down list in the upper-right corner, select “Owner.” 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 assign a password, to enter/edit the owner information, you have to unlock the “Owner Preferences”...
Page 192 Tap the Preferences icon The “Preferences” screen appears. From the drop-down list in the upper-right corner, select “Owner.” Tap “Unlock.” The “Unlock Message” dialog box appears. c ontinued...
Page 193 Enter your current password (the one you entered in the “Security” application); then tap “OK.”...
Page 194: Locking Your Clie Handheld With Passwords
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 •...
Page 195 Tap the Security icon The “Security” dialog box appears. Tap “Lock & Turn Off.” The “System Lockout” dialog box appears. c ontinued...
Page 196 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.
Page 197: Protecting Data
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 protect your private records and to lock your CLIE handheld.
Page 198 Enter your password and tap “OK.” The dialog box for verifying the password appears. Enter the same password entered in Step 4 again to verify it and tap “OK.” Your password is assigned.
Page 199: Changing And Deleting Passwords
Changing and deleting passwords You can change or delete the password you assigned. Tap the Home icon down list in the upper-right corner. The “System” screen appears. Tap the “Security” icon The “Security” dialog box appears. Tap “Assigned.” The “Password” dialog box appears. Enter your current password and tap “OK.”...
Page 200: Masking And Hiding Records
The “Delete Password” dialog box appears. 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 but the records are saved.
Page 201 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.
Page 202 When the “Show Private Records” dialog box appears, enter a password and tap “OK.”...
Page 203: Beaming Information
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 by and also has an IrDA port. The IrDA port is located at the top of your CLIE handheld, behind the small dark shield.
Page 204 Tap “Yes.” To beam a record, business card, category of records Locate the record, business card, or category you want to beam. Tap the Menu icon Tap “Record,” and then tap one of the following: • The Beam command for an individual record •...
Page 205: To Receive Beamed Information
Tap “App,” and then tap “Beam.” 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. Tap “Beam.” When the “Beam Status” dialog box appears, point the IrDA port directly at the IrDA port of the receiving organizer.
Page 206: Tips On Beaming Information
Select a category for the incoming information, create a new category, or leave the information unfiled. Tap “Yes.” Tips on beaming information • You can press the Address Book button beam your business card. • You can use the Graffiti Command stroke/B ( entry.
Page 207: Edit Menu
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 Tap the Menu icon The menu appears.
Page 208 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.
Page 209: Choosing Fonts
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 Open an application. Tap the Menu icon Tap “Options,”...
Page 210: Customizing Your Clie Handheld (Preferences)
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 the cradle, and reassign the full-screen pen stroke command.
Page 211: Viewing Preferences
Viewing Preferences Tap the Home icon The “Application Launcher” starts up. Rotate the Jog Dial to select “Prefs” and press the Jog Dial. The “Preferences” screen appears. From the drop-down list, select the preferences you want to change.
Page 212: Setting Modem Preferences
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: Tap the Home icon The “Application Launcher”...
Page 213: Setting Network Preferences
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 “Service”...
Page 214: Entering A User Name
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. Tap the “User Name” field. Enter your user name.
Page 215: Adding Telephone Settings
Tap the “Password” field. Enter the password you use to log into your server. 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 telephone number you use to connect with your ISP or dial-in server.
Page 216 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.
Page 217: Adding Detailed Information To A Service Template
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 compensate for this delay.
Page 218 Tap “Details.” The “Details” dialog box appears. Tap the “Connection type” pick list and select one of the following connection types: PPP Point-to-Point protocol SLIP Serial Line Internet Protocol CSLIPCompressed Serial Line Internet Protocol Note If you are not sure, try PPP; if that does not work, ask your Internet Service Provider or your System Administrator for the correct connection type.
Page 219 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.
Page 220 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 (dynamic) temporary IP address.
Page 221: Creating A Login Script
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”...
Page 222 Send CR Send User ID Send Password Transmits the password entered in the “Password” Delay Get IP Prompt Repeat steps 2 and 3 until the login script is complete. Tap “OK.” Using non-ASCII characters in login scripts You can use non-ASCII characters in your login script. The following descriptions are for the advanced users who understand how to write custom scripts with non-ASCII characters.
Page 223: Carriage Return And Line Feed
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, followed by a carriage return and line feed from the remote computer, before executing the next command in the script.
Page 224: Connecting To Your Service
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 or news reader, to take advantage of this connection.
Page 225 Duplicating an existing service template Tap the “Service” drop-down list. Tap the predefined service template you want to duplicate. Tap the Menu icon Tap “Service,” and then tap “Duplicate.” A copy of the service template is added to the “Service” drop-down list.
Page 226: Network Preferences Menu Commands
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 You can create a new template and add to the “Service” drop-down list. Delete You can delete the service template you are selecting from the “Service”...
Page 227: Assigning Applications To Buttons
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. On the “Preferences” screen, select “Buttons” from the drop- down list in the upper-right corner.
Page 228 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”...
Page 229: Changing The Full-Screen Pen Stroke Activities
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. On the “Preferences” screen, select “Buttons” from the drop- down list in the upper-right corner. continued...
Page 230 Tap “Pen.” The “Pen” dialog box appears. 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 button.
Page 231: Assigning Applications To Hotsync Buttons
Assigning applications to HotSync buttons “Buttons” preferences let you assign different applications to the HotSync buttons on the cradle and the modem. On the “Preferences” screen, select “Buttons” from the drop- down list in the upper-right corner. Tap “Hotsync.” The “Hotsync Buttons” dialog box appears. From the drop-down list select the application you want to change.
Page 232: Changing The Digitizer Preferences
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”...
Page 233: Formatting Time, Date, And Numbers
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 PM suffix.
Page 234 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. Tap the “Time” drop-down list in the “Preferences” screen and select a format.
Page 235 Tap the “Date” drop-down list in the “Preferences” screen, and select a format. 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 of your CLIE handheld.
Page 236 Select a format from the “Numbers” drop-down list.
Page 237: Setting General Preferences
Setting general preferences To set the time On the “Preferences” screen, select “General” from the drop- down list in the upper-right corner. Tap “Set Time.” The “Set Time” screen appears. Tap the Tap the “Minute” box and tap the minutes. Tap “AM”...
Page 238: Setting The Auto Shutoff
Tap the current date. The “Set Date” screen appears. Tap the arrows to set the year. Tap the current month. 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 your CLIE handheld automatically turns off.
Page 239: Setting Sounds
Setting sounds You can select the sounds for system alerts, alarms, games, and sound on/ off during operations. On the “Preferences” screen, select “General” from the drop- down list in the upper-right corner. Tap the “System Sound” drop-down list and select the sound level or “Off.”...
Page 240 Additional Information Troubleshooting ... 241 Precautions ... 249 Resetting your CLIE handheld ... 251 Removing the battery ... 253 Glossary ... 254 Getting Help ... 256 Specifications ... 257 Index ... 258...
Page 241: Troubleshooting
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 third-party application, please contact the developer or publisher of that software.
Page 242: Tapping And Writing Problems
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 or screen icons, my CLIE handheld activates the wrong feature.
Page 243: Hotsync Problems
Manual. • If you choose to view your memos alphabetically on Palm Desktop for Sony software and then perform a HotSync operation, the memos on your CLIE handheld still appear in the order defined in the Memo Preferences setting. In other words, the sort settings you use with Palm Desktop for Sony software are not transferred to your CLIE handheld.
Page 244 Setup dialog box. • Back up the Palm Desktop for Sony software, uninstall it, then reinstall My CLIE handheld appears to freeze when I place it near my computer.
Page 245 Palm Desktop for Sony software. • If you have performed a HotSync operation successfully, but you cannot find the data from your CLIE handheld on Palm Desktop for Sony software, check to see you have the correct user name selected for viewing data.
Page 246 I want to synchronize my computer with more than one CLIE handheld. • If the computer is running Palm Desktop for Sony software and synchronizes with more than one CLIE handheld, each CLIE handheld must have a unique name. Assign a user name to your CLIE handheld the first time you perform a HotSync operation.
Page 247: Beaming Problems
• 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 between the two handhelds is clear of obstacles.
Page 248: Password Problems
Then, you can follow these steps to restore your private entries: Use the Palm Desktop for Sony software and the cradle or infrared communication to synchronize your data. Tap Forgotten Password in Security to remove the password and delete all private records.
Page 249: Precautions
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.
Page 250: Notes On Charging
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 you do it daily.
Page 251: Resetting Your Clie Handheld
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.
Page 252: To Perform A Hard Reset
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.
Page 253: Removing The Battery
• In some areas the disposal of lithium ion batteries in household or business waste may be prohibited. Please use the public collection system. • If the battery is not correctly replaced, it might explode. • Contact CLIE Technical Support Web site about replacing the battery with a new one. http://www.sony-europe.com/clieplaza/support...
Page 254: Glossary
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.
Page 255 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 the CLIE handheld.
Page 256: 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 manual explain how to use your CLIE handheld.
Page 257: Specifications
Specifications Power requirements AC power adapter (supplied) Battery 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) Memory Stick slot Dimensions Approx.
Page 258: Index
Index AC Adapter ... 7, 16, 23, 247 Address Book category ... 88 changing preferences ... 89 creating records ... 74 deleting records ... 86 duplicating records ... 84 modifying records ... 83 overview ... 73 pasting images ... 76 searching records ...
Page 259 Infrared HotSync ... 166 Installing add-on applications ... 177 from a computer ... 180 from a Memory Stick media ... 179 Palm Desktop for Sony software ... 25 PictureGear Lite ... 183 supplied software ... 177 Interface connector ... 15 Internet ...
Page 260 ... 160 overview ... 153 performing an autorun ... 156 Online manuals ... 9 Owner information ... 190 Palm Desktop for Sony software ... 9, 25, 43, 163 Palm OS ... 203 Passwords assigning ... 197 changing/deleting ... 199 forgotten ...
Page 261 Reset default settings ... 210 hard reset ... 252 soft reset ... 251 reset button ... 15 Scroll button ... 13 Security Address Book ... 93 Memo Pad ... 118 protecting data ... 197 To Do List ... 106 Setting alarm ...

This manual is also suitable for:

Clie peg-s300

Sony CLIE PEG-S300/E Online Manual

Before Use

Charging the CLIE Handheld

Charging the CLIE Handheld

Connecting the CLIE Handheld to Your Computer

Basic Operations

Entering Data

Using Basic Applications

Managing Schedules and Events (Date Book)

Managing Schedules and Events (Date Book)

Managing Addresses and Phone Numbers (Address Book)

(Address Book)

Managing Tasks and Things to Do (to Do List)

Using the Memo Pad

Managing Expenses (Expense)

Using the Calculator (Calculator)

Managing Data

Launching an Application Automatically from the Memory Stick

Memory Stick

Using Hotsync

Exchanging and Updating Data

Operations

Installing Applications

Setting up Your CLIE Handheld

Handy Functions

Customizing Your CLIE Handheld (Preferences)

Additional Information

Quick Links

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Summary of Contents for Sony CLIE PEG-S300/E