Backing up your CLIÉ™ handheld data and
applications
Protecting your data with a password
Enhancing features with add-on applications
Transferring data from another CLIÉ™
handheld
Introduction
This Handbook explains the basic operations and useful features
of your CLIÉ™ handheld.
Using your CLIÉ handheld for the first time
The basic features and operations are explained in detail
(pages 9-71).
CLIÉ™ handheld basic operations
Explains the basic operations of your CLIÉ handheld and how to use the
applications.
Entering text on your CLIÉ™ handheld
Explains how to enter text on your CLIÉ handheld.
Exchanging and updating files/data using the HotSync® operation
Explains how to use your CLIÉ handheld with your computer.
CLIÉ handheld advanced operations
Useful and advanced features to make full use of your CLIÉ
handheld are explained in detail (pages 72-195).
Customizing your CLIÉ™ handheld (Preferences)
Explains how to customize your CLIÉ handheld in a way that suits you.
Exchanging and updating files/data using the HotSync
operation (Other HotSync® operations)
Explains the various methods of HotSync® operations.
Using storage media such as “Memory Stick™” media
Explains how to use files/data stored on storage media such as “Memory
Stick” media.
Beaming
Explains how to exchange data or applications with another CLIÉ handheld
by beaming.
Using the Bluetooth™ function
(for Bluetooth™ built-in models only)
Explains how to exchange files/data with another CLIÉ handheld using the
Bluetooth™ function.
Using the Calculator and finding records
Explains how to use the calculator and how to find records.
Backing up your CLIÉ™ handheld data and applications
Explains how to back up the data and applications of your CLIÉ handheld.
Protecting your data with a password
Explains how to assign a password to restrict the use of your CLIÉ handheld
or to protect your data.
Enhancing features with add-on applications
Explains how to install additional applications on your CLIÉ handheld.
Transferring data from another CLIÉ™ handheld
Explains how to transfer data from your old CLIÉ handheld to your new CLIÉ handheld.
®
2
The following manuals are included with your CLIÉ handheld.
Refer to the following together with this manual.
Before you start using your CLIÉ handheld
Read This First (Operating Instructions)
Explains the following:
• Setting up your CLIÉ handheld and computer
• Basic operations
• What you can do with the applications
Be sure to read the supplied “Safety & Regulations Guide” to use
your CLIÉ handheld safely.
When you want to become more familiar with the basic operations
of the CLIÉ handheld
When you want to change the settings of your CLIÉ handheld
Handbook (This manual)
Using your CLIÉ handheld for the first time
The basic features and operations are explained in detail.
CLIÉ handheld advanced operations
Useful and advanced features to make full use of your CLIÉ
handheld are explained in detail.
When you want to become more familiar with using the supplied applications
When you want to install additional applications
CLIÉ Application Manual (HTML format: Read via a
computer screen)
Explains how to use the supplied applications in detail.
For details on using the manual, refer to “Using the CLIÉ Application Manual” in the
“Read This First (Operating Instructions).”
When you have problems
Troubleshooting Q&A
Helps in solving common problems that you may have while using your CLIÉ
handheld.
Notes
• Some of the illustrations in this manual (Handbook) may not be consistent with your
CLIÉ handheld.
b For details on your CLIÉ handheld, refer to the “Read This First (Operating
Instructions).”
• Some of the accessories described in this manual (Handbook) may not be supported
by your CLIÉ handheld.
Entering personal information . . . 177
Locking your CLIÉ handheld with a
password (Data protection). . . . . . 179
Turning off your CLIÉ handheld
after locking . . . . . . . . . . . . . . 179
Setting your CLIÉ handheld to be
locked automatically. . . . . . . . 181
Protecting data. . . . . . . . . . . . . . . 182
Assigning a password . . . . . . . 182
Changing or deleting a
password . . . . . . . . . . . . . . . . 183
Hiding or masking private
data . . . . . . . . . . . . . . . . . . . . 184
8
CLIÉ™ handheld basic
operations
This chapter explains the basic operations of your
CLIÉ handheld such as using the stylus and the
Jog Dial™ navigator, locating components and
starting applications.
The chapter also gives an overview of menus that
are common to applications and explains how to
select character fonts.
Operating using the stylus and the Jog Dial™ navigator.
Using the stylus
What is a stylus?
A stylus is a pen for operating your CLIÉ
handheld by directly touching the screen.
Tip
Where is the stylus located?
The stylus is stored in your CLIÉ handheld.
The exact storage location varies depending on your model.
b For details, refer to “CLIÉ™ handheld components” in the “Read
This First (Operating Instructions).”
Note
To prevent losing the stylus, always put it back in its holder on your
CLIÉ handheld after use.
Continued on next page
• • • • • • • • • • • • • • • • • • •
CLIÉ™ handheld basic operations10
Basic operations
You can operate your CLIÉ handheld using the stylus in the
following ways.
Tapping
Lightly pressing the required item on the
screen with the stylus is called “Tapping.”
When entering text with the on-screen
keyboard or starting an application, “tap”
the desired button or icon with the stylus.
Dragging
Touching the required item on the screen
with the stylus and moving it along the
screen surface is called “Dragging.”
Just as you “drag” the mouse on your
computer, use the stylus to “drag” the
scroll bar to scroll the screen, or “drag”
characters to highlight them.
CLIÉ™ handheld basic operations11
Basic operations
Using the Jog Dial™ navigator
What is the Jog Dial™
navigator?
Your CLIÉ handheld is equipped with a
Jog Dial™ navigator, located at the left
side of your CLIÉ handheld. This enables
you to perform major operations onehanded without the stylus.
Rotating the Jog Dial™ navigator
Rotate the Jog Dial™ navigator to find
the application you want to start.
Continued on next page
• • • • • • • • • • • • • • • • • • •
CLIÉ™ handheld basic operations12
Basic operations
Pressing the Jog Dial™ navigator
Press the Jog Dial™ navigator to select an
item or to start a selected application.
Note
The operations you can perform by using the Jog Dial™ navigator vary
depending on the application.
b For details on the operations of each application, refer to the “CLIÉ
Application Manual” installed on your computer.
Tip
Rotating while pressing the Jog Dial™ navigator
In some applications, operations are executed by pressing and rotating
the Jog Dial™ navigator.
CLIÉ™ handheld basic operations13
Starting an application
Software that you can use on your CLIÉ handheld to execute a
task, such as Date Book, To Do List, or e-mail software, is
called an “application.” You need to start an application to
operate your CLIÉ handheld.
Note
For details on starting applications on “Memory Stick”
media or CF compatible memory card (referred to as
storage media), refer to page 131.
There may be some system limitations when starting applications on a
storage media in the Application Launcher screen.
Tip
What is the Application Launcher screen?
The screen displayed when you turn on your CLIÉ handheld or tap the
Home icon, is called the Application Launcher screen.
The screen specific to the CLIÉ handheld,
displayed by default.
CLIE Launcher, is
Starting an application in the Application Launcher
screen (CLIE Launcher)
1 Tap the Home icon.
The CLIE Launcher screen is displayed.
Continued on next page
• • • • • • • • • • • • • • • • • • •
CLIÉ™ handheld basic operations14
Starting an application
2 Rotate the Jog Dial™ navigator to select an
application icon and press the Jog Dial™
navigator to start the application.
Tip
You can also tap an application icon in the CLIE Launcher screen to
start the application.
Quitting an application
You do not need to save data manually on the CLIÉ handheld as
you do with the computer.
All the changes in the application that you are working on are
automatically saved, and the last screen you worked on is
displayed when you restart the application.
Display the CLIE Launcher screen to switch to another
application while you are working on an application.
You can select one of two methods to display the CLIE Launcher
screen as follows.
Return to the CLIE Launcher screen by
tapping the Home icon.
Return to the CLIE Launcher screen by
pressing and holding the BACK button.
Continued on next page
• • • • • • • • • • • • • • • • • • •
CLIÉ™ handheld basic operations15
Starting an application
Tip
You can switch an application to another application by pressing the
Application button.
Note
For some applications, you need to save data manually.
b For details, refer to the “CLIÉ Application Manual” installed on
your computer.
CLIÉ™ handheld basic operations16
Using CLIE Launcher
Locating the components
Tip
Tap the Home icon to display the CLIE Launcher screen if it is not
displayed.
A CLIE Launcher group list (page 18)
Displays the list of the CLIE Launcher groups.
B Favorite Applications (shortcuts) (page 22)
You can create shortcuts to frequently used applications.
C Application manager icons (page 24)
You can manage your applications by tapping these icons.
Additional functions will be added to manager icons when
you install certain applications.
D Application icon list
Displays application names and icons.
CLIÉ™ handheld basic operations17
Using CLIE Launcher
CLIE Launcher group
You can organize applications by grouping them.
Note
Applications on storage media cannot be grouped.
Editing groups
1 Tap the Home icon.
The CLIE Launcher screen is displayed.
2 Tap the Menu icon.
The menu is displayed.
3 Select Edit CLIE Launcher Group from the
CLIE Launcher menu.
The CLIE Launcher Group setting screen is displayed.
Note
CLIE Launcher groups differ from Palm OS® standard
screen categories.
Continued on next page
• • • • • • • • • • • • • • • • • • •
CLIÉ™ handheld basic operations18
Using CLIE Launcher
4 Select a group to edit and tap Edit.
The CLIE Launcher Group screen is displayed.
Name: You can rename groups.
Ordering applications listed: Select an application and
tap Up or Down to reposition applications in the CLIE
Launcher screen.
Adding applications: Tap Add to display the list and
select an application to add.
Removing applications: Select an application to be
removed and tap Remove. Applications removed will be
listed in the Unfiled group.
Note
The Unfiled group cannot be renamed.
5 Tap Done.
The CLIE Launcher Group setting screen is displayed.
Continued on next page
• • • • • • • • • • • • • • • • • • •
CLIÉ™ handheld basic operations19
Using CLIE Launcher
6 Tap Done.
The CLIE Launcher screen is displayed.
Tip
When the Use Drag&Drop check box on the CLIE Launcher
Preferences screen (page 27) is on, you can add an application to a
group by dragging its icon and dropping it in the group on the CLIE
Launcher screen.
Ordering listed groups
1 Select a group on the CLIE Launcher Group
setting screen.
2 Tap Up or Down.
The order of listed groups in the CLIE Launcher screen is
changed.
Creating a new group
1 Tap New on the CLIE Launcher Group setting
screen.
2 Enter a new group name and then tap OK.
Note
Groups that do not include an application are not listed in the main
screen.
CLIÉ™ handheld basic operations20
Using CLIE Launcher
Deleting a group
1 Select a group you want to delete and tap
Delete on the CLIE Launcher Group setting
screen.
If the group to be deleted includes any applications, the
Delete CLIE Launcher Group dialog box will be
displayed. In the dialog box, tap Yes to delete the group.
The applications included in the deleted group will be listed
in the Unfiled group.
Note
You cannot delete the Unfiled group.
Selecting a group
1 Tap the Home icon.
The CLIE Launcher screen is displayed.
2 Press the BACK button.
You can now perform operations on the CLIE Launcher
Group List screen with the Jog Dial™ navigator.
3
Rotate the Jog Dial™ navigator to select a group.
The application icon at the top of the list in the group will be
highlighted.
If you press the Jog Dial™ navigator, the application icon at
the top of the list is selected.
Continued on next page
• • • • • • • • • • • • • • • • • • •
CLIÉ™ handheld basic operations21
Using CLIE Launcher
Tips
• Applications saved on storage media will be listed in the Card
group.
• You can select the next group by tapping the Home icon.
You can also tap the F/f icon or group names on the screen to
select a group.
Using Favorite Applications (shortcuts)
You can create a Favorite Application (shortcut) to frequently
used applications.
Note
You cannot create a Favorite Application (shortcut) for an application
on storage media.
Creating a Favorite Application (shortcut)
1 Tap the Home icon.
The CLIE Launcher screen is displayed.
2 Tap the Menu icon.
The menu is displayed.
3 Select Edit Favorite Applications from the
CLIE Launcher menu.
The Favorite Application screen is displayed.
Continued on next page
• • • • • • • • • • • • • • • • • • •
CLIÉ™ handheld basic operations22
Using CLIE Launcher
Tip
You can also tap the empty Favorite Application (shortcut) area on
the CLIE Launcher screen to display the Favorite Application screen.
4 Tap a Favorite Application (shortcut) number
that you want to assign to an application.
The list of applications is displayed. Tap the application
name to create a Favorite Application (shortcut).
5 Tap Done.
Note
When you delete an application that is saved as a shortcut, the shortcut
is also automatically deleted from the Favorite Application list.
Tip
When the Use Drag&Drop check box on the CLIE Launcher
Preferences screen (page 27) is on, you can create a Favorite
Application (shortcut) for an application by dragging its icon and
dropping it in the empty shortcut area.
Continued on next page
• • • • • • • • • • • • • • • • • • •
CLIÉ™ handheld basic operations23
Using CLIE Launcher
To delete a Favorite Application (shortcut)
In step 4, tap a Favorite Application (shortcut) number that you
want to delete and select (None) at the top of the list.
Tip
When the Use Drag&Drop check box on the CLIE Launcher
Preferences screen (page 27) is on, you can delete a Favorite
Application (shortcut) for an application by dragging its icon and
dropping it in at the top right of the screen.
Application manager icon
You can manage your applications with the application manager
icons.
The following icons are featured as standard functions:
: Transferring applications
Displays Beam dialog box (page 151) or Send dialog
• Additional functions will be added to manager icons when you install
certain applications.
•When the Use Drag&Drop check box on the CLIE Launcher
Preferences screen (page 27) is on, you can manage an
application by dragging its icon and dropping it in each application
manager icon.
CLIÉ™ handheld basic operations24
Using CLIE Launcher
Displaying information about applications
1 Tap the Home icon.
The CLIE Launcher screen is displayed.
2 Tap .
The list of applications is displayed.
3 Tap an application name whose information
you want to display.
The CLIE Launcher Info screen is displayed.
Tap OK to close the screen.
Tip
When the Use Drag&Drop check box on the CLIE Launcher
Preferences screen (page 27) is on, you can also display information
about an application by dragging its icon and dropping it in at the
top right of the CLIE Launcher screen.
CLIÉ™ handheld basic operations25
Using CLIE Launcher
Editing a description
Tap Edit to display the Edit Description screen and enter
the new description.
OK button: Changes to the description entered.
Cancel button: Cancels the description entered.
Default button: Restores the default description.
Menu List
The following list describes the functions of each menu in the
CLIE Launcher screen.
Menus in the CLIE Launcher screen
Delete…Deletes an application (page 190).
Beam…Sends an application or data to another Palm
Send…*Bluetooth: Sends an application or data to
OS PDA device via the IR port (page 151).
another Bluetooth™ compliant
Palm OS PDA device by wireless
communication (page 156).
SMS:Sends messages via a connected
GSM wireless device, such as a
mobile phone.
Note
Applications and data cannot be
sent by SMS.
Edit CLIE Launcher
Group
Edit Favorite
Applications
CLIÉ™ handheld basic operations26
Edits a group of applications (page 18).
Creates a shortcut to an application (page 22).
Continued on next page
• • • • • • • • • • • • • • • • • • •
Using CLIE Launcher
Info…Displays the version, memory size, and the
number of records of an application.
Copy…Copies an application.
* for Bluetooth™ built-in models only
Options menu in the CLIE Launcher screen
Preferences…Makes settings for the CLIE Launcher screen.
Show Expansion Cards
Check the box to display the applications on
the storage media. (Default: On)
Display Animation
Check the box to adjust on-screen motion
such as the scrolling operation. (Default: On)
Use Drag&Drop
Check the box to enable the Drag&Drop
function. (Default: Off)
Use Beam Icon To Beam Only
(available only when there is a
communication facility other than beaming)
Check the box to display the Beam screen
automatically when you tap the Beam icon.
(Default: Off)
Display
Icon: Displays a simple description for any
application.
Icon (Small): Displays a simple description
for a selected application.
(Default: Icon)
Go To Standard
View
About
Applications
Switches to the Palm OS standard screen
(page 28).
Displays version information of the
application.
CLIÉ™ handheld basic operations27
Using the Palm OS® standard screen
Switching to the Palm OS® standard screen
Your CLIÉ handheld is initially set to display the CLIE
Launcher screen when you tap the Home icon. To switch to
the Palm OS standard screen, follow the procedure below.
1 Tap the Home icon.
The CLIE Launcher screen is displayed.
2 Tap the Menu icon.
The menu is displayed.
3 Tap Go To Standard View from the Options
menu.
The screen will be switched to the Palm OS standard screen.
Tap to display
menus.
Tap to select a
category to be
displayed.
Tip
You can display categories in sequence by tapping the Home
icon.
Note
Palm OS standard screen categories differ from
CLIE Launcher groups.
CLIÉ™ handheld basic operations28
Using the Palm OS® standard screen
Switching to the CLIE Launcher screen
1 Tap the Home icon.
The Palm OS® standard screen is displayed.
2 Tap the Menu icon.
The menu is displayed.
3 Tap Go To CLIE Launcher View from the
Options menu.
The screen is switched to the CLIE Launcher screen.
CLIÉ™ handheld basic operations29
Using the Palm OS® standard screen
Starting an application
Note
For details on starting applications on storage media, refer
to page 131.
There may be some system limitations when starting applications on
storage media in the Application Launcher screen.
Starting an application with the Jog Dial™
navigator
1 Tap the Home icon.
The Palm OS® standard screen is displayed.
2 Rotate the Jog Dial™ navigator to select the
application you want to start, and then press
the Jog Dial™ navigator.
CLIÉ™ handheld basic operations30
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